Fusion Order Manageme

Video S.No Description

1 Log in into Vision Demo Database

1 2 Use Rapid Implementation for General Ledger

3 Rapid Implementation - Upload Chart of Accounts

2 4 Create Locations s01_loc_0 , s01_loc_1 and s01_loc_2

5 Rapid Implementation - Upload Ledger, Legal Entities, and
Business Units
6 In FSM Actions - Go to Offerings - Procurement - Opt in
Features - Features
7 In FSM Actions - Go to Offerings - Order Management - Opt
in Features - Features
8 Provide Location for BU
9 HCM Info for legal Entity
10 Create a Legal user

11 Manage Business Unit Set Assignments. Query in FSM

12 Create Inventory orgs A010 , A011 and A012

13 Tie org to Locations

14 Create Sub Inventories for both the child orgs

15 Refer column G and add roles to user

16 Import User and Role Application Security Data
2 17 Provide Data Access for all the above roles except Vision
Roles
3 18 Manage Carriers

19 Manage Transit Times

20 Manage Inter org parameters

21 In Manage Item Class provide Function security and Data

Security
 22 Create a Default Template
23 Create Item a01_std_order

24 Keep a stock of 10000 in A010

3 25 Verify ours orgs in Planning

4 26 Create Customer
27 Collect data for Org , Items, Customer and On Hand with
Collecton Type as Targetted.

28 Create a infinite Availability based ATP rule for both our child
orgs
29 Collect data for Order Orchestration Reference Objects with
Collection type as Targetted.
30 Set the below order Profiles
DOO_CURRENCY_CONVERSION_TYPE,
DOO_DISPLAY_CURRENCY
31 Set Default Price periodicity UOM Class , IVO

32 Make our user as buyer for our BU

4 33 Set values for OM Parameters

5th 34 Add a01_high for the lookup
ORA_QP_REV_POTENTIAL_VALUES
35 Create a Pricing Segment a01_Pricing_Segment for the look
up ORA_QP_CUST_PRICING_SEGMENTS
36 Set a customer profile for our Customer

37 Create a mapping for our pricing profile to pricing segment

38 Create a Pricing Strategy for our Business Unit and USD.
39 Map our a01_Pricing_Segment to a01_Pricing_Strategy

40 Create a price List for all items and for a01_std_order

and Approve
41 Associate our price list to Pricing Strategy
42 Run the ESS job Refresh and Start the Order Promising
Server
5th 43 Create a Sales Order and progress it to Awaiting Shipping

44 Create Release Sequence Rule

45 Create Pick Slip Grouping Rule
46 Create Pick Wave Release Rule
47 Create Ship Confirm rule
48 Create Shipping Parameters
49 Launch Pick Release

50 Ship Confirm
51 Observe Send Shipment Advice ESS job is running

52 Enable Returnable in Item Attributes

53 Create a Return Order for the above shipped order

54 Set the receiving parameters and recover the order

55 Send Recipt Confirmation to Sales Order upon RMA

56 Add IVO in Manage Receivables System Options

57 Open GL and Receivables Period
58 Import AutoInvoice
59 Observe the Line Status as closed in Sales order
60 Update / Close Sales Order

61 Create Bank
62 Create Bank Branch
63 Manage Bank Accounts
64 Manage Receivables Activities

65 Create a Receipt Class for a Direct Receipt of Payment from

Customer

66 Create a Receipt for the invoice and Credit Memo

67 Create Accounting in Accounts Receivable

68 Create the Trial Balance
OM Activities . Every Business process below will be explained in detail d
69 High Level Reservation for Lot Controlled Items
70 Serial Generation at Inventory Pick
71 Serial Generation at Sales Order Issue
72 Inspection Before Despatch
73 Two Variants during Shipping
74 Back Ordering at Staging Area
75 Defaulting Rules
76 Processing Constraints
77 Substitute Item
78 Dozen UOM Test
79 Tiered Highest Price
80 Tiered All Tiers Price
81 Tiered Block Price
82 Discount Simple
 83 Extended Warrenty
84 Buy 1 Get 1 Free
85 Holds & Releases
86 Credit Check
87 Extended Flex Fields in OM
88 Kit Item ( Laptop , Carry Case and Extended Warranty )
89 Ship Set and Fullfillment Set
90 Sales Order Approvals
91 No Scheduling DOO Customisation
92 No Reservation DOO Customisation with a demo
93 Line Split in Sales Order with Manual Reservation
94 Drop Ship Process
95 Back to Back Buy - GOP
96 Back to Back Transfer - GOP
97 Back to Back Make - GOP
98 Drop Ship Using GOP
99 Configurator
100 Manage Document Sequences for SO Numbering
Order Management Work Sheet
Task

Upload Chart Of Accounts

Manage Locations
Upload Ledger, Legal Entities, and Business Units

Manage Business Unit

Manage Legal Entity HCM Information
Manage Users

Manage Business Unit Set Assignment

Manage Inventory Organizations

Manage Locations
Manage Subinventories and Locators

Import User and Role Application Security Data

Manage Data Access for Users

Manage Carriers

Manage Transit Times

Manage interorganization Parameters

Manage Item Classes

Manage Item Classes

Supply Chain Execution - Inventory Management

Supply Chain Planning - Plan Inputs

Create Customer
Supply Chain Planning - Plan Inputs - Collect Planning
Data

OM - GOP - Manage ATP Rules

Supply Chain Planning - Plan Inputs - Collect Planning

Data
Manage Administrator Profile Values

Manage Pricing Parameters

Manage Procurement Agents

Manage Order Management Parameters

Manage Pricing Lookups

Manage Pricing Lookups

Pricing Administration - Manage Customer Pricing

Profiles
Pricing Admin – Manage Pricing Segments
Pricing Administration - Manage Pricing Strategies
Pricing Admin - Manage Pricing Strategy Assignments

Pricing Administration - Manage Pricing list

Pricing Administration - Manage Pricing Strategies

Under Scheduled Process

Manage Release Sequence Rules

Manage Pick Slip Grouping Rules
Manage Pick Wave Release Rules
Manage Ship Confirm Rule
Manage Shipping Parameters
 Supply Chain execution - Shipments - Manage
Shipment Lines
Click on Shipment Number - Ship Confirm button
ESS Job

Manage Receiving Parameters

Send Receipt Confirmation

Manage Receivables System Options

Import Autoinvoice ESS Job

Update or Close Sales Orders

Manage Banks
Manage Bank Branches
Manage Bank Accounts
Manage Receivables Activities

Manage Receipt Classes and Methods

Receivables - Account Receivable - Create Receipt

General Ledger Trial Balance Report

elow will be explained in detail during the training. Tasks will not be mentioned here.
ork Sheet
Remarks

Create zip file for Chart Of Accounts and zip file

for Ledger , LE and BU

Signout and signin after completion of three

ESS jobs.

Signout and signin after completion of four ESS

jobs.
Enable Customer Sales Order Fulfillment

Enable drop ship and Order Holds

Create a Legal user s01_emp. Customise

springboard with needed icons after loggging in

Set these Reference data set objects of

Customer Account Relationship and Customer
Account site with the value ENTERPRISE

Schedule = Operations. Make the first child org

as Manufacturing Plant

Create one FGS and one STAGE Sub

Inventories for every child org.

Run this ESS Job. Run also LDAP

Vision Roles need not be given data access

Create for both the orgs.

From 2nd to 1st child

Make it Intransit with Transfer Orders required

Only if Public is not enabled

For Finished Goods
Product information Management in Product
Management
Create Miscellaneous Transaction
In Manage Planning Source Systems verify and
enable our orgs for Collections in OPS

Choose Org, Items and Customer under

Reference Data and On Hand under Supply
Planning Data
Add it at Org level

Choose Order orchestration Reference Objects

in Reference data
Corporate and USD

Set the IVO as your Master Org

Student, scm01 with full access for our BU

a01_business_unit

map a01_high to a01_pricing_segment

Approve the strategy
At Header sales order all - Add a line for our
a01_Pricing_Segment and map it to
a01_Pricing_strategy
All items price of 1 and a01_std_price of 2

Add a01_Price_List to a01_pricing_strategy

Run for all parameters
 Query for Sales Order - Actions - Pick Release

Yes on Warning Message

Sales Order line progress to Shipped and then
to Awaiting Billing

Line struck as Receiving parameters are not

specified
Line progresses to Awaiting Receiving
Line progresses to Delivered.and then to
Awaiting Billing

Both Invouce and Credit Memo Created

Put Header in parameters. Header gets closed

Routing = 9 Digit number

Check the auto created Earned and unearned

discounts
Name = b01 Cleared Receipt Class , No
Remittence, Clearance = Direct, Remittence
Bank Account
In Add Open Receivables add the Credit Memo
also by searching on the Credit Memo
Transaction number.

ning. Tasks will not be mentioned here.

 Extra tasks -

Define Financials Configuration for Rapid

Implementation- download spread sheet from
Create Chart of Accounts, Ledger, Legal
Entities, and Business Units in Spreadsheet

Inventory Manager

Global Order Promising Administrator

Order Administrator
Order Entry Specialist

Order Manager
Order Promising Manager
Shipping Manager

Pricing Administrator
Pricing Analyst

Pricing Manager
Supply Chain Application Administrator

Supply Chain Integration Specialist

Supply Chain Operations Manager

Supply Chain controller

Supply Chain Planning Application

Administrator
Supply Chain Collaboration Planner

Receiving agent
Warehouse Manager

Procurement Manager

Supplier Manager

Production Supervisor
Manufacturing Engineer
Order Orchestration Error Recovery
Manager

General Accountant

General Accounting Manager

Application Implementation Consultant

IT Security Manager

Product Data Steward

Employee
Accounts Receivable Manager
Data access not
given-- confirm
which has to give
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Transfer

Inter org transfer

1. Inter org parameters

2 Must associated with two orgs
3 Direct
 Intransit

Sources Org Supplier subinventory level

1 Print min max planning report

2 Print Movement pick slip report
Medical industry

Headache-tablet
Appolo Crocin

LotParnet_1000 App_1000 cro_2000

30

Mango

1. Restricted to subinventory
2. Restricted to locator
Locator
Sub inventory transfer
Account alias receipt/issue
Inter org transfer
Movement request/Order
Intra org transfer
Transfer order
Replinshment method Min-Max planning
Accuracy methods

FBDI process Docs.oracle.com

Export/Import configurations
Rapid implementation
Spread loaders
Mass item update

Locator

Subinventory transfrer
Inter org transfer
Movment order/request
Transfer order
 Transfer order Min -max planning organization
manual creation
order management also

Min -Max

subinventory level

max planning report Movement request

Transfer order

PO creation and receive the PO

menthal

Men_3000
 User Name Role Security Context Security Context Value

d01_emp Warehouse Manager Inventory organization D011

d01_emp Order Manager Business unit d01 US Business Units

d01_emp Inventory Manager Inventory organization D011

d01_emp Manufacturing Engineer Manufacturing plant D011

d01_emp General Accountant Data access set d01 US US

d01_emp Pricing Analyst Business unit d01 US Business Units

d01_emp Pricing Manager Business unit d01 US Business Units

d01_emp Production Supervisor Manufacturing plant D011

d01_emp Supply Chain Controller Business unit d01 US Business Units

d01_emp Order Entry Specialist Business unit d01 US Business Units

d01_emp Shipping Manager Inventory organization D012

Supply Chain Collaboration
d01_emp Planner Business unit d01 US Business Units

d01_emp Supplier Manager Business unit d01 US Business Units

d01_emp Order Promising Manager Business unit d01 US Business Units

d01_emp Shipping Manager Inventory organization D011

d01_emp General Accounting Manager Data access set d01 US US

d01_emp Pricing Administrator Business unit d01 US Business Units

d01_emp Inventory Manager Inventory organization D012

d01_emp Procurement Manager Business unit d01 US Business Units

d01_emp Receiving Agent Inventory organization D011

Supply Chain Application
d01_emp Administrator Business unit d01 US Business Units

d01_emp Receiving Agent Inventory organization D012

Supply Chain Integration
d01_emp Specialist Business unit d01 US Business Units

d01_emp Warehouse Manager Inventory organization D012

Supply Chain Operations
d01_emp Manager Business unit d01 US Business Units
Order Orchestration Error
d01_emp Recovery Manager Business unit d01 US Business Units

d01_emp Order Administrator Reference data set Common Set

Fusion Order Management To Cash - Sy

S.No Description

1 Log in into Vision Demo instance creation of Implementation

users and employee users

2 Use Rapid Implementation for General Ledger

3 Rapid Implementation - Upload Chart of Accounts
4 Create Locations s01_loc_0 , s01_loc_1 and s01_loc_2
5 Rapid Implementation - Upload Ledger, Legal Entities, and
Business Units

6 In FSM Actions - Go to Offerings - Procurement - Opt in

Features - Features
7 In FSM Actions - Go to Offerings - Order Management - Opt in
Features - Features
8 Provide Location for BU
9 HCM Info for legal Entity
10 Create a Legal user
11 Manage Business Unit Set Assignments. Query in FSM

12 Create Inventory orgs A010 , A011 and A012

13 Tie org to Locations
14 Create Sub Inventories for both the child orgs
15 Refer column G and add roles to user
16 Import User and Role Application Security Data

17 Provide Data Access for all the above roles except Vision
Roles
18 Manage Carriers
19 Manage Transit Times
20 Manage Inter org parameters

21 In Manage Item Class provide Function security and Data

Security
22 Create a Default Template
23 Create Item a01_std_order
24 Keep a stock of 10000 in A010
25 Verify ours orgs in Planning

26 Create Customer
27 Collect data for Org , Items, Customer and On Hand with
Collecton Type as Targetted.

28 Create a infinite Availability based ATP rule for both our child
orgs
29 Collect data for Order Orchestration Reference Objects with
Collection type as Targetted.

30 Set the below order Profiles

DOO_CURRENCY_CONVERSION_TYPE,
DOO_DISPLAY_CURRENCY
31 Set Default Price periodicity UOM Class , IVO

32 Make our user as buyer for our BU

33 Set values for OM Parameters

34 Add a01_high for the lookup

ORA_QP_REV_POTENTIAL_VALUES
35 Create a Pricing Segment a01_Pricing_Segment for the look
up ORA_QP_CUST_PRICING_SEGMENTS
36 Set a customer profile for our Customer

37 Create a mapping for our pricing profile to pricing segment

38 Create a Pricing Strategy for our Business Unit and USD.

39 Map our a01_Pricing_Segment to a01_Pricing_Strategy

40 Create a price List for all items and for a01_std_order

and Approve
41 Associate our price list to Pricing Strategy

42 Run the ESS job Refresh and Start the Order Promising
Server
43 Create a Sales Order and progress it to Awaiting Shipping
44 Create Release Sequence Rule

45 Create Pick Slip Grouping Rule

46 Create Pick Wave Release Rule

47 Create Ship Confirm rule

48 Create Shipping Parameters

49 Launch Pick Release

50 Ship Confirm

51 Observe Send Shipment Advice ESS job is running

52 Enable Returnable in Item Attributes
53 Create a Return Order for the above shipped order
54 Set the receiving parameters and recover the order

55 Send Recipt Confirmation to Sales Order upon RMA

56 Add IVO in Manage Receivables System Options

57 Open GL and Receivables Period

58 Import AutoInvoice

59 Observe the Line Status as closed in Sales order

60 Update / Close Sales Order

61 Create Bank
62 Create Bank Branch
63 Manage Bank Accounts
64 Manage Receivables Activities

65 Create a Receipt Class for a Direct Receipt of Payment from

Customer
66 Create a Receipt for the invoice and Credit Memo

67 Create Accounting in Accounts Receivable

68 OM Activities . Every Business process below will be explained in detail during the
69 High Level Reservation for Lot Controlled Items
70 Serial Generation at Inventory Pick
 71 Serial Generation at Sales Order Issue
72 Inspection Before Despatch
73 Two Variants during Shipping
74 Back Ordering at Staging Area
75 Defaulting Rules
76 Processing Constraints
77 Substitute Item
78 Dozen UOM Test
79 Tiered Highest Price
80 Tiered All Tiers Price
81 Tiered Block Price
82 Discount Simple
83 Extended Warrenty
84 Buy 1 Get 1 Free
85 Holds & Releases
86 Credit Check
87 Extended Flex Fields in OM
88 Kit Item ( Laptop , Carry Case and Extended Warranty )
89 Ship Set and Fullfillment Set
90 Sales Order Approvals
91 No Scheduling DOO Customisation
92 No Reservation DOO Customisation with a demo
93 Line Split in Sales Order with Manual Reservation
94 Drop Ship Process
95 Back to Back Buy - GOP
96 Back to Back Transfer - GOP
97 Back to Back Make - GOP
98 Drop Ship Using GOP
99 Configurator
100 Manage Document Sequences for SO Numbering
Total Duration of the course
ment To Cash - Syllabus

Task Duration of Time - hour

wise

1 hour

Upload Chart Of Accounts 1 hour

Manage Locations
Upload Ledger, Legal 1 hour
Entities, and Business Units

Manage Business Unit

Manage Legal Entity HCM Inf 1 hour
Manage Users
Manage Business Unit Set
Assignment
Manage Inventory Organizati 1 hour
Manage Locations
Manage Subinventories and L

Import User and Role

Application Security Data
Manage Data Access for
Users 1 hour
Manage Carriers
Manage Transit Times 1 hour
Manage interorganization
Parameters
Manage Item Classes

Manage Item Classes

1 hour
Supply Chain Execution -
Inventory Management
 1 hour

Supply Chain Planning -

Plan Inputs
Create Customer 1 hour
Supply Chain Planning -
Plan Inputs - Collect 1 hour
Planning Data
OM - GOP - Manage ATP
Rules
Supply Chain Planning -
Plan Inputs - Collect
1 hour
Planning Data
Manage Administrator
Profile Values

Manage Pricing Parameters

Manage Procurement
Agents
Manage Order Management
Parameters
Manage Pricing Lookups

Manage Pricing Lookups 1 hour

Pricing Administration -
Manage Customer Pricing
Profiles
Pricing Admin – Manage
Pricing Segments
Pricing Administration -
Manage Pricing Strategies

Pricing Admin - Manage

Pricing Strategy
Assignments
Pricing Administration -
Manage Pricing list
1 hour
Pricing Administration -
Manage Pricing Strategies

Under Scheduled Process

 Manage Release Sequence
Rules
Manage Pick Slip Grouping
Rules
Manage Pick Wave Release
Rules
Manage Ship Confirm Rule

Manage Shipping 1 hour

Parameters
Supply Chain execution -
Shipments - Manage
Shipment Lines
Click on Shipment Number -
Ship Confirm button

ESS Job

Manage Receiving 1 hour

Parameters
Send Receipt Confirmation

Manage Receivables
System Options

Import Autoinvoice ESS Job 1 hour

Update or Close Sales

Orders
Manage Banks
Manage Bank Branches
Manage Bank Accounts
Manage Receivables
Activities 1 hour
Manage Receipt Classes
and Methods
Receivables - Account 1 hour
Receivable - Create Receipt

below will be explained in detail during the training

1 hour
 1 hour

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1 hour
1 hour
1 hour
1 hour
1 hour
1 hour
1 hour
1 hour
1 hour
1 hour
1 hour
1 hour
1 hour
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course 46 hours