BP-080 Future Process Model OM V1.0

BP.
080 FUTURE PROCESS MODEL

Bobmil Industries
Oracle Applications Upgrade 12.2.8
Order Management
Author: Udhayan N
Creation Date: July 8, 2019
Last Updated: December 29, 2011
Document Ref: Draft 1A
Version: V 1.0
Approvals:
S. Karunanithi, Project
Manager, Suguna
T.V.B.S.Giri Rao, Project

Manager, Oracle
SPFL/R12/Order Management
Document Control
Change Record
Date Author Version Change Reference
8-Jul-19 Iliyas Syed Draft 1a No Previous Document
22-Dec-11 Iliyas Syed V1.0 Incorporate IR/ISO Process
Reviewers
Name Position
Shiva Kumar SCM Team Member, Suguna IT
Krishnadas T SCM & Finance Manager, Suguna IT
Distribution
Copy No. Name Location
1 Library Master Project Library, Suguna & Oracle
2 Project Manager
Company Confidential - For internal use only 2iiii

Copy No. Name Location
Note To Holders:
If you receive an electronic copy of this document and print it out, please write your name on
the equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front cover, for
document control purposes.
Company Confidential - For internal use only 2iiiiii

Contents
Document Control...................................................................................................................ii
Business Function and Process Descriptions.......................................................................1

Introduction/Objective....................................................................................................1
Process Listing and Process Descriptions.............................................................................2

Order Management/ Pricing and Sales Process - High-Level Business Function. .2
Process Flow Diagrams...........................................................................................................3

Broilers – Pricing and Sales Process...............................................................................3
Consumer Products (Daily Fresh) – Sales Process.......................................................4
Consumer Products (Frozen) – Sales Process...............................................................5
Soya – Sales Process..........................................................................................................6
Soya (Contract) – Sales Process.......................................................................................7
Sales Process – Inventory Items......................................................................................8
Sales Process – Scrap Non-Inventory Items..................................................................9
IR/ISO Sales Process for Excisable Items Stock Transfer..........................................10
IR/ISO Sales Process for Non-Excisable Items Stock Transfer................................11
Process Step Details...............................................................................................................12

Broilers – Pricing and Sales Process.............................................................................12
Consumer Products (Daily Fresh) – Sales Process.....................................................13
Consumer Products (Frozen) – Sales Process.............................................................14
Soya – Sales Process........................................................................................................15
Company Confidential - For internal use only 2iviv

Soya (Contract) – Sales Process.....................................................................................16
Sales Process – Inventory Items....................................................................................17
Sales Process – Scrap Non-Inventory Items................................................................18
Open and Closed Issues for this Deliverable.....................................................................21

Open Issues......................................................................................................................21
Closed Issues....................................................................................................................21
Glossary – Oracle Applications Speak................................................................................22
Company Confidential - For internal use only 2vv

Business Function and Process Descriptions
Introduction/Objective
This document aims to define the future process of Oracle Order Management for Suguna to be used in their Sales processes.
Objective of this document is to communicate the features, recommendations and best practices. These recommendations will be used
as a basis to change the existing processes in the system.
The salient features of Oracle Order Management are as follows:
 Create and view orders from multiple operating units without changing forms or windows
 Deferred invoicing and revenue recognition until customer acceptance for shipment
 Honoring of credit holds across business units
 Credit Over-shipped Quantity for Referenced RMA
 Line Level Credit Check Enhancement
 Internal Requisitions/Internal Sales Order Change Management
 Shipping Documents tailorable using BI Publisher
 Promotional Controls Enforce Spending Limits
 Price Security Prevents Unauthorized Changes
Company Confidential - For internal use only


Process Listing and Process Descriptions
Order Management/ Pricing and Sales Process - High-Level Business Function
Process Sub Process Name Description of Process Output
1 Broilers – Pricing and Sales Process This process explains the steps involved in creation & updating of Branch wise Pricelist
market pricelist, derivation of branch wise selling prices list based on
market pricelist and sales process Delivery Instruction
Delivery Challan
Commercial Invoice
2 Consumer Products (Daily Fresh) – This process explains the steps involved in creation & updating the Branch wise Pricelist
Sales Process selling price, sales process, excise invoice generation, water loss and
credit note for water loss Commercial Invoice
Excise Invoice
Credit Note
3 Consumer Products (Frozen) – Sales This process explains the steps involved in creation & updating the Branch wise Pricelist
Process selling price, sales process and excise invoice generation
Commercial Invoice
Excise Invoice
4 Soya – Sales Process This process explains the steps involved in creation & updating the Branch wise Pricelist
selling price, sales process and excise invoice generation
Commercial Invoice
Excise Invoice

Process Sub Process Name Description of Process Output
5 Soya (Contract) – Sales Process This process explains the steps involved in creation & updating the Branch wise Pricelist
selling price, creation of sales agreement, creating released from sales
agreement, sales process and excise invoice generation Sales Agreement
Commercial Invoice
Excise Invoice
6 Inventory Items – Sales Process This process explains the steps involved in creation & updating the Branch wise Pricelist
selling price and sales process
Commercial Invoice
7 Scrap Non Inventory Items – Sales This process explains the steps involved in creation & updating the Branch wise Pricelist
Process selling price and sales process.
Commercial Invoice
8 IR/ISO Sales Process for Excisable This process explains the steps involved in requesting materials, Excise and VAT Invoice
Items Stock Transfer dispatching and receiving materials
9 IR/ISO Sales Process for Non-Excisable This process explains the steps involved in requesting materials,
Items Stock Transfer dispatching and receiving materials

Process Flow Diagrams
Broilers – Pricing and Sales Process

Regional Office
Update Market Update formulas
Collect Daily Send Branchwise Selling
Pricelist with the for Branch
Market Rates Price SMS to Customers
collected rates Selling Price
Inventory Org and Branch

Price List default based on
Order Type
Collect Sale
Orders from Provide Additional Book Sale Orders Credit Limit Check
Customers Enter Sale Orders Discounts/Premium If
required
Branch Office
These processes are

deferred in the system,
actual process of delivery is
taking place in Farms
Delivery Challan/Ship Delivery Instruction/Pick

Send SMS to Customers Run Auto Invoice Confirm Release
Flow Chart Shape
Glossary
Manual Document
Operation
Process
Manual Input
Picture 1 – Broilers

Consumer Products (Daily Fresh) – Sales Process

Update selling Inventory Org, Tax category

prices in Pricelist and Branch Price List default
based on Order Type. You
can update Tax Category If
you required
Salesperson
collects orders Provide Discounts/ Book Sale Orders Credit Limit Check
from Customers Enter Sale Orders
Premium If required
Branch Office
Run Auto Invoice for

Sales Invoice and Run Ship Confirm Pick Release
Generate Excise Invoice Match Receipts
Concurrent Request for
VAT Invoice

Customer
Credit Memo and Run
Send Invoice to Acceptance at Enter Return Sales Order
Book Sale Orders Concurrent Request for
Customers via e-Mail the time of for Water Loss
VAT Invoice
Delivery
Flow Chart Shape
Glossary
Manual Document
Process
Operation
Manual Input
Picture 2 – Daily Fresh Consumer Products

Consumer Products (Frozen) – Sales Process

Inventory Org, Tax category

and Branch Price List default
you required
Salesperson
Update selling/ collects orders
assessable from Customers Provide Discounts/
prices in Pricelist and e-Mail from Enter Sale Orders
Premium If required
Customers
No Need to do this process If

directly sell from
Manufacturing Org
Branch Office
Pick Release
Match Receipts Credit Limit Check Book Sale Orders

Ship Confirm Sales Invoice and Run Send Invoice to
Generate Excise Invoice
Concurrent Request for Customers via e-Mail
VAT Invoice
Flow Chart Shape
Glossary
Manual Document
Process
Operation
Manual Input
Picture 3 – Frozen Consumer Products

Soya – Sales Process


you required
Orders from
Customers thru
Update selling
Phone and Provide Discounts/
prices in Pricelist Enter Sale Orders
Marketing Premium If required
person
Branch Office
Ship Confirm Pick Release

Credit Limit Check Book Sale Orders

Sales Invoice and Run
Generate Excise Invoice
VAT Invoice
Flow Chart Shape
Glossary
Manual Document
Process
Operation
Manual Input
Picture 4 – Soya Sales

Soya (Contract) – Sales Process

Customer
Orders received Enter Customer
by Marketing Provide Discounts/ Acceptance and Approve
Enter Sale Agreements
person Premium If required
Branch Office
Pick Release Enter Release(Sales Create Releases From

Book Sales Order
Order) Details Sales Agreements

you required

Ship Confirm Sales Invoice and Run
Credit Limit Check Generate Excise Invoice
VAT Invoice
Flow Chart Shape
Glossary
Manual Document
Process
Operation
Manual Input
Picture 5 – Soya Contract Sales

Sales Process – Inventory Items

Enter Inventory Org

manually and Price List
default based on Order
Type. Enter Tax Category if
applicable
Orders from
Customers thru
Update selling
Phone and Provide Discounts/
Marketing Premium If required
person
Branch Office
Book Sale Orders

Sales Invoice and Run Ship Confirm Pick Release
Credit Limit Check
VAT Invoice
Flow Chart Shape
Glossary
Manual Document
Process
Operation
Manual Input
Picture 6 – Inventory Items Sales

Sales Process – Scrap Non-Inventory Items

Enter Inventory Org

manually and Price List
default based on Order
Type. Enter Tax Category if
applicable
Orders from
Customers thru
Update selling
Phone and
Marketing
person
Branch Office
Provide Discounts/
Premium If required

Sales Invoice and Run
Credit Limit Check Book Sale Orders
VAT Invoice
Flow Chart Shape
Glossary
Manual
Process
Operation
Manual Input
Picture 7 – Scrap Non-Inventory Items Sales

IR/ISO Sales Process for Excisable Items Stock Transfer


Branch Office 1
Raise Internal
Requisition, Get Approval Make Receipt and
and Run Create Internal Delivery
Orders
Update
Run Import Order Generate Excise& VAT
Assessable
Concurrent Request Invoice
Pricelist
Branch Office 2
Update Tax Category and Pick Release Ship Confirm

Unit Selling Price
Flow Chart Shape
Glossary
Manual Document
Process
Operation
Manual Input
Picture 8 – IR/ISO Sales Process for Excisable Items Stock Transfer

IR/ISO Sales Process for Non-Excisable Items Stock Transfer


Branch Office 1
Raise Internal
Requisition, Get Approval Make Receipt and
and Run Create Internal Delivery
Orders
Branch Office 2
Run Import Order Pick Release Ship Confirm

Concurrent Request
Flow Chart Shape
Glossary
Document
Process
Picture 9 – IR/ISO Sales Process for Non-Excisable Items Stock Transfer

Process Step Details
Please find below the details of every step in the process flow.
S. No Process Sub Process (If Description Frequency Requirements

Any) Reference
1 Collect Daily Market Rates Broilers daily market rates are collected from Daily S. No. 1
the newspaper by regional office
2 Update Market Pricelist with the collected Collected broilers daily market rates are Daily S. No. 1
rates defined in the system by regional sales office
3 Update formulas for Branch Selling Price Update the formulae with the amount for the Daily/Weekly/Monthly S. No. 2
difference of market rate and the selling price
4 Send Branch wise Selling Price SMS to The branch wise selling price to be send as Daily
Customers SMS to customers
5 Collect Sale Orders from Customers Collection of sales order information from Daily
customers through phone or any other
communication methods
6 Enter Sale Orders Enter the sales order information like Once
customer, order type, pricelist and qty
7 Provide Additional Discounts/Premium Provide additional discounts, premiums and Once S. No. 3
If required their reasons
8 Book Sale Orders After entering all the information and saving, Once
book the sales order


Any) Reference
9 Credit Limit Check Once the order has been booked, system Once
automatically check the credit balance and put
the order on hold if the order amount exceeds
the credit balance
10 Delivery Instruction/Pick Release Do the pick confirmation to run the pick slip Once S. No. 4
report or delivery instructions
11 Delivery Challan/Ship Confirm Do the ship confirm based on the delivered Once S. No. 5
qty
12 Run Auto Invoice Run Auto Invoice Master program from Schedule
Receivables to generate the invoice
13 Send SMS to Customers The Invoice information to be send to Schedule

customers with the details

Any) Reference
1 Update selling prices in Pricelist Update the selling prices in the pricelist Daily/Weekly/Monthly
2 Salesperson collects orders from Collection of sales order information from Daily S. No. 1
Customers customers through phone or any other


Any) Reference
4 Provide Discounts/Premium If required Provide discounts, additional discounts, Once

premiums and their reasons
the credit balance
7 Pick Release Do the pick confirmation to run the pick slip Once
8 Match Receipts Match receipts with the consumer products Once

manufacturing organization
9 Ship Confirm Do the ship confirm based on the delivered Once

qty
10 Generate Excise Invoice Generate Excise Invoice Once
11 Run Auto Invoice for Sales Invoice Run Auto Invoice Master program from Schedule
12 Send Invoice to Customers via e-Mail Send generated invoice to the customer by Schedule
mail
13 Customer Acceptance at the time of Get the customer acceptance for the qty Once
Delivery delivered
14 Enter Return Sales Order for Water Loss Enter the return sales order for the water loss Once
due to transit
15 Book Sale Orders Book return sales order to create credit memo Once


Any) Reference
16 Run Auto Invoice for Credit Memo Run Auto Invoice Master program from Schedule
Receivables to generate the credit memo

Any) Reference
2 Salesperson collects orders from Collection of sales order information from Daily S. No. 1
Customers and e-Mail from Customers customers through phone or any other



Any) Reference
the credit balance
8 Match Receipts Match receipts with the consumer products Once

manufacturing organization. No need to this
step if it is directly selling from manufacturing
inventory organization

qty
12 Send Invoice to Customers via e-Mail Send generated invoice to the customer by Schedule
mail


Any) Reference
2 Orders from Customers thru Phone and Collection of sales order information from Daily
Marketing person customers through phone or by Marketing
persons

7 Credit Limit Check Once the order has been booked and pick Once
confirmed, system automatically check the
credit balance and put the order on hold if the
order amount exceeds the credit balance

qty


Any) Reference

Any) Reference
1 Customer Orders received by Marketing Collection of sales order information from Daily
person customers by Marketing persons


Any) Reference
2 Enter Sale Agreements Enter the sales agreement information like Once
customer, agreed price, min & max agreed qty,
min & max agreed amount, min & max release
qty and min & max release amount
3 Provide Discounts/Premium If required Provide discounts, premiums and their Once

reasons for the list price
4 Enter Customer Acceptance and Approve Get the customer acceptance, enter and Once
approve
5 Create Releases From Sales Agreements Using sales agreements, create releases from it Once
6 Enter Release(Sales Order) Details Enter the release sales order information like
item and qty
7 Credit Limit Check Once the order has been booked and pick Once
confirmed, system automatically check the
credit balance and put the order on hold if the
order amount exceeds the credit balance

qty


Any) Reference
persons
customer, order type, inventory organization,
pricelist and qty

the credit balance


Any) Reference

qty

Any) Reference
persons


Any) Reference
customer, order type, inventory organization,
pricelist and qty

the credit balance


Any) Reference
1 Update Assessable Pricelist For all items update the assessable price in the Daily/Weekly/Monthly
assessable pricelist for Excise and VAT
requirements
2 Raise Internal Requisition, Get Approval Create Internal Requisition, Send it for Daily
and Run Create Internal Orders Approval and Run the concurrent request
Create Internal Orders
3 Run Import Order Concurrent Request Run Import Order concurrent request to Once
import the internal sales order based on
internal requisition
4 Update Tax Category and Unit Selling Verify and Update the Tax Category and Unit Once
Price Selling Price
5 Pick Release Run pick release to pick the items Once
6 Ship Confirm Run ship confirm to confirm the delivery and Once
ship confirm
7 Generate Excise & VAT Invoice Generate Excise and VAT invoice based on the Once
Tax category and Item
8 Make Receipt and Delivery Do receipts and delivery transactions in the Once
requesting inventory organization


Any) Reference
1 Raise Internal Requisition, Get Approval Create Internal Requisition, Send it for Daily
and Run Create Internal Orders Approval and Run the concurrent request
Create Internal Orders
2 Run Import Order Concurrent Request Run Import Order concurrent request to Once
import the internal sales order based on
internal requisition
3 Pick Release Run pick release to pick the items Once
4 Ship Confirm Run ship confirm to confirm the delivery and Once
ship confirm
5 Make Receipt and Delivery Do receipts and delivery transactions in the Once
requesting inventory organization


Open and Closed Issues for this Deliverable
Open Issues
ID Issue Resolution Responsibility Target Date Impact Date
Closed Issues
ID Issue Resolution Responsibility Target Date Impact Date

Glossary – Oracle Applications Speak

RMA – Return Material Authorization used to accept the customer returns
Pricelist – The list contains the selling prices for the items
Pick Release – Concurrent request to generate the report shows the items ‘where to pick’
Ship Confirm – Concurrent request to run for confirming the picked item and its qty

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BP.

080 FUTURE PROCESS MODEL

T.V.B.S.Giri Rao, Project

Date Author Version Change Reference

8-Jul-19 Iliyas Syed Draft 1a No Previous Document

22-Dec-11 Iliyas Syed V1.0 Incorporate IR/ISO Process

Shiva Kumar SCM Team Member, Suguna IT

Krishnadas T SCM & Finance Manager, Suguna IT

Copy No. Name Location

1 Library Master Project Library, Suguna & Oracle

Company Confidential - For internal use only 2iiii

Copy No. Name Location

Company Confidential - For internal use only 2iiiiii

Business Function and Process Descriptions.......................................................................1

Process Listing and Process Descriptions.............................................................................2

Process Flow Diagrams...........................................................................................................3

Consumer Products (Daily Fresh) – Sales Process.......................................................4

Consumer Products (Frozen) – Sales Process...............................................................5

Soya – Sales Process..........................................................................................................6

Soya (Contract) – Sales Process.......................................................................................7

Sales Process – Inventory Items......................................................................................8

Sales Process – Scrap Non-Inventory Items..................................................................9

IR/ISO Sales Process for Excisable Items Stock Transfer..........................................10

IR/ISO Sales Process for Non-Excisable Items Stock Transfer................................11

Process Step Details...............................................................................................................12

Consumer Products (Daily Fresh) – Sales Process.....................................................13

Consumer Products (Frozen) – Sales Process.............................................................14

Soya – Sales Process........................................................................................................15

Company Confidential - For internal use only 2iviv

Soya (Contract) – Sales Process.....................................................................................16

Sales Process – Inventory Items....................................................................................17

Sales Process – Scrap Non-Inventory Items................................................................18

IR/ISO Sales Process for Excisable Items Stock Transfer..........................................19

IR/ISO Sales Process for Excisable Items Stock Transfer..........................................20

Open and Closed Issues for this Deliverable.....................................................................21

Glossary – Oracle Applications Speak................................................................................22

Company Confidential - For internal use only 2vv

Business Function and Process Descriptions

The salient features of Oracle Order Management are as follows:

 Honoring of credit holds across business units

 Credit Over-shipped Quantity for Referenced RMA

 Line Level Credit Check Enhancement

 Internal Requisitions/Internal Sales Order Change Management

 Shipping Documents tailorable using BI Publisher

 Promotional Controls Enforce Spending Limits

 Price Security Prevents Unauthorized Changes

Company Confidential - For internal use only

Company Confidential - For internal use only

Process Listing and Process Descriptions

Order Management/ Pricing and Sales Process - High-Level Business Function

Process Sub Process Name Description of Process Output

Company Confidential - For internal use only

Process Sub Process Name Description of Process Output

Company Confidential - For internal use only

Process Flow Diagrams

Broilers – Pricing and Sales Process

Company Confidential - For internal use only

Broilers – Pricing and Sales Process

Inventory Org and Branch

These processes are

Delivery Challan/Ship Delivery Instruction/Pick

Company Confidential - For internal use only

Consumer Products (Daily Fresh) – Sales Process

Company Confidential - For internal use only