Oracle Fusion Order Management Cloud Solution Brief

Oracle Order Management
Functional Overview
February 2023
Table of contents
Order Management ...................................................................................................................................................................... 3

Collaboration Messaging Framework.................................................................................................................................. 3
Centrally managed omni-channel orders .......................................................................................................................... 4
Sales orders creation................................................................................................................................................................ 5
Order pricing .............................................................................................................................................................................. 6
Managing sales orders ............................................................................................................................................................ 8
Sales credits ................................................................................................................................................................................ 9
Validating sales orders............................................................................................................................................................. 9
Sales agreements to sales orders ....................................................................................................................................... 10
Sales orders for projects......................................................................................................................................................... 11
Manage credit check ............................................................................................................................................................... 12
Sales orders approval.............................................................................................................................................................. 13
Coverage items in sales orders ........................................................................................................................................... 14
Execute against predictable order orchestration policies .............................................................................................15
Global Order Promising Cloud ................................................................................................................................................. 16
Leverage all available sources of supply .......................................................................................................................... 16
Handle complex fulfillment scenarios ................................................................................................................................ 17
Select the most effective delivery method ....................................................................................................................... 18
Respond to changing business conditions ...................................................................................................................... 18
Integrate for complete order-to-cash processes ...........................................................................................................20
Backlog Management (functionality of Supply Planning Cloud) ................................................................................ 21
Configurator Cloud ...................................................................................................................................................................... 22
Capture configuration selections with dynamic user interface .................................................................................. 22
Solve the Configuration at Any Point ("Finish It for Me") ............................................................................................. 23
View Real-Time Pricing as a Product is Configured ...................................................................................................... 23
Configurator Modeling Cloud .................................................................................................................................................. 24
Design a customized user experience .............................................................................................................................. 24
Manage the configuration model life cycle ..................................................................................................................... 25
Streamline product configuration across the quote to cash process ....................................................................... 25
Channel Revenue Management ..............................................................................................................................................26
2 Copyright © 2023, Oracle and/or its affiliates / Confidential – Oracle Restricted

Order Management
Oracle Order Management Cloud is designed to improve order capture and fulfilment execution across the
quote to cash process by providing a central order hub for multi-channel environments. The application
provides the ability to capture, price and configure orders through direct order entry. Orders can also be
received from external sources, modified, and then processed for fulfilment. It also provides pre-built
integrations with other Oracle Cloud services, centrally managed orchestration policies, global availability,
and fulfilment monitoring.
Collaboration Messaging Framework

Oracle Cloud includes Oracle Fusion Collaboration Messaging Framework to enable applications to establish
business-to-business (B2B) message exchanging capabilities with your customers or suppliers.
Using this framework, organizations can send and receive real-time transactional B2B messages. Can
exchange messages directly with your customers or suppliers or by using an intermediary such as a B2B
service provider. Collaboration Messaging Framework can receive B2B messages from trading partners or
service providers through Oracle B2B, an e-commerce gateway that enables the secure and reliable
exchange of business documents between an enterprise and its trading partners, or directly using SOAP web
services that are available to consumers.
Collaboration Messaging Framework supports transformation of a B2B document, such as a purchase or

sales order, between the Oracle Fusion applications format and a message format supported by your
customers or suppliers. When you send messages to partners or receive messages from them, the
framework performs the required transformation. The configuration and setup tasks you need to perform
depend on the business process that you implement B2B message exchange for and whether or not you use
a service provider.
A number of predefined service providers are set up in Collaboration Messaging Framework. If Nokian uses
one of these predefined service providers, all documents and messages are already set up. You need to
define trading partners that reference the predefined service provider using the Manage B2B Trading
Partners task and select the documents you want to exchange. After that need to associate the trading
partners to the customers and suppliers that have been set up in Oracle Fusion applications. The
organization can perform other optional setup tasks based on specific needs including mapping your values
for specific data elements within Oracle Fusion applications to the values of your trading partners for the
same data elements.

Centrally managed omni-channel orders
Order Management Cloud is an application that enables organizations to manage customer orders
accurately and efficiently across multiple order capture and fulfilment systems. The capture features allow
orders to be entered directly, imported from external capture systems, or imported from external capture
systems and then edited. Order information is validated for data completeness and business rule compliance
including trade compliance checks, if needed. Fulfilment capability then orchestrates the orders across
multiple fulfilment systems, receives fulfilment status updates, and coordinates status updates back to the
capture systems. The capture and fulfilment systems can be a mixture of cloud or on-premises. As the
collection point between capture and fulfilment systems, Order Management Cloud serves as an order hub
across the order-to-cash process to centrally manage capture and fulfilment orchestration policies, view
order status and manage exceptions.
Web Call center Stores Partners EDI/B2B Mobile
Internal DC 3rd party DC Supplier Stores Finance
A hub for multi-channel order and data process.

Sales orders creation
If the sales orders are imported from third party applications Order Management Cloud will process the
orders and advance to fulfilment without manual intervention. However, if an organization requires manual
creation of Sales Orders by process it can be done by ease by the authorized order entry specialist.
Organizations can use the Create Order page of the Order Management work area to manually enter sales
order data and create a new sales order.
Create Order sample

Order pricing
Oracle Fusion Order Management includes a pricing solution that will allow organizations to manage pricing
for items. Authorized personnel can use it to create pricing rules and pricing algorithms that support
corporate pricing practices. Pricing administration allows users to design pricing rules that meet the
organization’s revenue and business objectives so that company can price items for each pricing segment.
The pricing architecture allows authorized users to modify predefined logic so that the organization can
implement a pricing algorithm that runs the pricing rules that you require.
Illustration of some of the components that can be set up in Pricing Administration:
Sales order Priced sales order
Pricing profile
Revenue High Low cost

potential value to serve
accounts
Price list Discount Cost list

list
Explanation of callouts:
The organization can set up the following components in Pricing:
1. Pricing Profile. Categorize customers who exhibit similar characteristics. For example, categorize a
customer as high customer size, high customer value, medium customer rating, and high revenue
potential.
2. Pricing Segment. Assign customers who exhibit similar buying practices to a pricing segment, and
then associate this segment with a pricing strategy that meets the business and revenue goals that the
organization sets for this segment.

3. Pricing Strategy. Implement and enforce corporate pricing strategies and pricing objectives so that they
meet organization’s business requirements and revenue requirements. Authorized users can group
pricing rules in a pricing strategy to control pricing behaviour.
4. Lists. Create lists, such as a price list, that includes rules that calculate price and shipping charges for
an item, and then reference these lists from the pricing strategy. The organization can do the following
work:
• Apply multiple charges to an item. For example, authorized users can define a charge for a one-
time sales price for a desktop computer in one pricing rule, and then apply another charge for
maintenance service for this desktop computer that recurs monthly in another pricing rule.
• Create pricing rules that calculate the base price, list price, price adjustments, discounts, return
charges, shipping charges, and so on according to a set of conditions and results.
• Define currency conversion rules that manage pricing for different currencies.
5. Pricing Algorithm. Set up the process that Pricing uses during pricing calculations, including pricing
algorithms and service mappings that authorized users can define to meet organization’s business
requirements. A pricing algorithm is a set of rules that uses conditional logic, variables, functions, and
Groovy script to manipulate data that affects pricing. The organization can use it to modify the logic that
Pricing uses when it prices an item.
Organizations can use file-based data import to import or update a large number of price lists, create,
append, or update price list headers, access sets, items, charges, rules that reference attributes, and
descriptive flex field data. Users can view and correct data validation errors that occur during import.

Managing sales orders
Order Management Cloud is a flexible solution that will help organization effectively manage Sales Orders
created by Order Entry Specialists or captured from source systems.
The following diagram illustrates how Order Management fulfils a sales order.
Create order
Assign orchestration
Transform order process
update
Oracle
Customer: Warehouse:
Applications:
Receive order Pick and ship
Do billing
1. Order management responsible employee creates a new sales order on the Create Order page
and/or import source orders from another order management system into Oracle Order
Management.
2. Order Management transforms each order line into a fulfilment line.
3. Order Management creates an orchestration process that fulfils each of the fulfilment lines. The
orchestration process references tasks that do fulfilment, such as schedule, reserve inventory, and
ship. Fulfilment status can be monitored at any time. To schedule fulfilment for the sales order, each
orchestration process uses the supplier configuration that operation’s order administrator set up,
such as which warehouse will supply the item.
4. Order Management sends the sales order to Oracle Fusion Inventory Management, which reserves
inventory, picks the item from warehouse shelves, and then ships it to the customer. Inventory
Management communicates shipment progress to Order Management during order fulfilment, and
Order Management displays these updated statuses in the Order Management work area so that
users can monitor fulfilment progress.
5. The customer confirms that they received the item.
6. Order Management uses the billing configuration that order administrator set up, such as the
payment terms for this customer, to bill the customer for this sales order, and then billing collects the
payment. The organization can also specify billing details in the Billing and Payment Details area of
the Create Order page. Order Management continuously updates the order status and displays it
throughout the Order Management work area during order fulfilment.

Sales credits
The organization can use the Sales Credits attribute on the order header of the Create Order page to assign
the revenue percentage and nonrevenue percentage of the sales credit that each salesperson receives who
is involved with the sales order. Order Management Cloud distributes the credit according to how you specify
these percentages. Users can also manage sales credits on the order line. Organization can use sales credits
to report on salesperson performance, report on achieving quota, to assist with calculating compensation,
and to assist with forecasting according to territory.
Validating sales orders

Order Management Cloud automatically validates sales order when an authorized user clicks Submit. Order
Management users can also manually validate the order before submission. Validation examines the sales
order for a variety of possible errors, such as errors that are related to constraints, pricing, configuration, or
tax processing. It also makes sure that a value is included for each required attribute. Order Management
Cloud adds an error or warning icon if it is the case and authorized users can click the warning icon to get
details about the error and how to fix it.

Sales agreements to sales orders
The organization can define the contract terms of each sales agreement and automatically apply them to
sales orders. As a selling organization, it might have pre-negotiated sales agreements with selected
customers, to establish preferential pricing for ordered items, applicable across a period.
• The organization offers a discount of 10% on the list price for certain specific items sold to an
important customer on orders placed between 01-Jan-2023 and 31-Dec-2023.
• The organization offers a flat price, lower than the list price for a frequently ordered item sold to a
customer over the duration of a year.
• The organization offers a discount of 15% on the list price for certain specific items only on a pre-
negotiated price list. This price list is enforced on all orders placed by the customer for specific items
included in the sales agreement.
Sales agreement to sales order

Sales orders for projects
The organization can also capture project attributes on sales orders and fulfil these sales orders from a
common or pooled inventory to track costs against a project. The items that fulfil these demands are often
similar to one another, so that the organization does not need to segregate inventory by project. The
organization can ship items from a common warehouse for project-specific sales orders, but the items are
invoiced against projects.
Project Details Window

Manage credit check
Order Management includes credit check functionality to determin whether the credit that's currently
available for the customer account is equal to or greater than the transaction amount. Credit check is
performed automatically at sales order entry and if the order does not pass the credit check it is placed on
hold, and not active, so it is not taken into consideration in any planning or manufacturing calculations, until
it is active. For sales order failing credit check Oracle Accounts Receivable creates a case folder, a page in
Accounts Receivable that includes details about the customer, such as credit limit, credit rating, and so on,
and the sales order. A credit analyst uses the case folder to determine the action to take, such as remove the
credit hold, increase credit limit, and so on.
Hold Release

Sales orders approval
As an option, the organization might set up the Order Management work area so someone must approve
sales orders before sending them to order fulfilment, according to an approval rule.
Approver Order entry specialist
Approver Approver
If organization decides to establish approval rules, and if this sales order meets an approval rule, then Order
Management sets status to Approval Pending, locks the sales orders so users can’t edit them and then sends
a notification to the approver. The approver can approve or reject the approval request based on a variety of
criteria: value, quantity, price override, customer credit check. If the sales order is approved, Order
Management sets the order status to Processing and sends the sales order to order fulfilment. In case of
rejection Order Management unlocks the sales order, sets order status to Draft and allows the approver to
add a comment, and then sends the sales order back to the authorized user for rework.

Coverage items in sales orders
The organization can add a coverage item, such as a warranty, to a sales order. For example, a customer
might purchase a five-year service agreement as the coverage item for a refrigerator, and the refrigerator is
the covered item. The organization ships the covered item, and then a field service technician provides
service on the refrigerator, as needed.
The organization can manage coverage items in the following ways:
• Add coverage to a covered item that is in the same sales order.
• Add coverage to a covered item that is in a different, closed sales order.
• Add more than one coverage item to one covered item. For example, authorized users can add one
coverage item that covers parts for a laptop computer, and then add another coverage item that
covers service for the same laptop computer.
• Use attribute Contract Start Date to specify when to start coverage.
• Modify a coverage item, including billing frequency.
• Cancel a coverage item that Oracle Order Management Cloud has not yet sent to order fulfilment.
• Return a coverage item that Oracle Order Management Cloud already fulfilled.
The organization can add the following types of coverage:
• Extended Warranty
• Software Maintenance
• Service Level Agreement
• Preventive Maintenance.

Execute against predictable order orchestration policies
The unique architecture of the application unifies the processes across multiple order sources as well as
diverse fulfillment modes. Using a robust set of pre-built application capabilities, business users can define,
implement, and maintain their own fulfillment orchestration policies without the need to resort to technical
programming tools. During the process definition phase, the order change logic is defined within the process
itself as opposed to writing/testing separate processes for each specific order change scenario. For example,
if the fulfillment process includes schedule/ship/bill steps and is on the ship step when a customer changes
the quantity, the change order logic will cancel the original request to shipping and roll back the process to
begin at the ‘schedule’ step. In addition, as an order is processed, users can define how long each step in the
process should take so proactive alerts are created when a specific promise to a customer may be behind
schedule. Approval workflows ensure that order creation and changes meet policies. This flexible
architecture enables organizations to construct, implement and adjust policies as needed. These results in
faster deployments and lower overall costs.
Order Management Cloud – Process Definition Administration
Omnichannel Order-to-cash quick tour Click-through or video on Oracle.com
Pricing and discounting quick tour Click-through or video on Oracle.com

Global Order Promising Cloud
The global order promising features of Oracle Order Management Cloud help organizations meet the most
demanding customer expectations by checking availability and scheduling delivery using all potential
sources, including production capacity and purchases from suppliers. When demand exceeds supply, global
order promising also limits access to hot items and intelligently manages the order backlog to keep the
fulfillment operations on track.
With Global Order Promising capability, users can make optimal product availability commitments, taking
advantage of all available supply, to increase revenues and customer satisfaction while reducing fulfillment
costs. Global Order Promising collects key supply information and applies user-definable sourcing and
promising rules to select the best availability options for the customer and for the enterprise. Promising
options include Lead-time based, Available to Promise, Capable to Promise, and Profitable to Promise.
Allocation by demand class ensures that scarce supply is reserved for the most important customers.
Leverage all available sources of supply

From consumers to corporate purchasing departments, today’s buyers leverage all available channels to find
the best price and availability. To respond competitively, organizations can’t just quote standard lead times.
They need to compare the actual stock, production capacity, delivery options, and costs of every potential
source of supply.
Inventory
Availability
eCommerce
checks
Inquiries Production
Scheduling
Purchases
requests
Customer service
Orders Planned
supply
Potentials
Stores sources
Sourcing
Order Order strategies
Returns Delivery
capture promising
dates Backlog
management
Mobile Apps
Global order promising matches incoming orders to all available supply sources

Global Order Promising gives organizations a competitive advantage by managing the availability of supply
across the entire fulfillment network. It lets organizations set sourcing rules that match business needs, from
global defaults all the way to individual item-organization combinations. For example:
• An industrial manufacturer ships all orders above a certain quantity directly from the plant, saving
distribution center stock for smaller, short-term orders.
• A high technology firm forwards their make-to-order demand to contract manufacturing partners for
production and drop shipment to the customer.
• A retailer picks regularly stocked items from local stores but also ships directly to customers from
suppliers to deliver a broader, “endless aisle” assortment of specialty goods.
Handle complex fulfillment scenarios

Effective order promising can “save the sale” when a fixed lead time promise date would have been too
conservative, or when current stock is limited, but more can be produced, transferred, or bought to meet
demand. Just as importantly, it can prevent unrealistic promise dates that lead to late deliveries, especially in
complex fulfillment scenarios.
Capable to Promise (CTP) Sourcing and Scheduling
Global order promising uses capable to promise (CTP) to plan internal material transfers, manufacturing work
orders and purchases to fill an order when supply is not available. For back-to-back items, it pegs the supply
orders to the sales orders to respect existing material reservations. Capable-to-promise calculations can
include multiple levels of component sourcing, transfer, and assembly. They can also consume planned
supply from Oracle Cloud Supply Planning or an external planning solution. This allows organizations to
schedule demands beyond their execution horizon. It also maximizes the planning system’s flexibility to
adjust total supply to meet demand, so organizations are not limited by what is already in the process of
being purchased, procured, or transferred.
When complex items with multiple configuration options are assembled or picked to order (e.g. wheel
assembly), Global Order Promising considers each required option’s availability and lead time, as well as
option-dependent sources. If an item is already on-hand that matches the configuration being ordered, it
can fulfill the order. Drop Shipment Scheduling Global order promising can model promising scenarios that
include drop shipments from a supplier directly to the customer. To derive an accurate promise date, it
considers:
• Available transit modes
• Supplier-to-customer delivery lead times and calendars
• Supplier order processing time and capacity

Select the most effective delivery method
Order promising capabilities also help to manage supply and demand jeopardy conditions during order
processing. Users can view exceptions, drill into the details, view alternate availability options, and perform
what-if simulation using embedded analytics to make trade-offs between service levels and costs, or
between competing customer orders. Global Order Promising feature with its advanced memory-resident
architecture ensures that the order promising capability is highly responsive as well as available 24x7, even as
its transaction and reference data are being refreshed.
If there are multiple sources and delivery methods that can meet the customer’s delivery date, Global Order
Promising selects the one with the lowest total fulfillment cost. Called “profitable-to-promise,” this feature can
improve margins while maintaining customer satisfaction. Users can update the standard cost of the
inventory as well as delivery costs to reflect updated supply prices or deplete excess stock. Real-time
analytics compare beforehand-after cost, margin, and delay.
Respond to changing business conditions

Global Order Promising can handle most orders in “lights out” fashion, automatically enforcing the fulfillment
policies. However, complex orders may need special attention. Organizations also may need to reschedule
orders to respond to changing business conditions. What-if availability checking shows fulfillment
alternatives that organizations can select to meet customers’ requirements.
Select from multiple fulfillment alternatives
Reschedule Pending Orders
Global Order Promising gives the tools to identify, prioritize, and reschedule past due orders. Users can select
alternate fulfillment locations by:
• Changing individual lines
• Making mass changes across multiple orders at a time

• Clearing the ship-from location so global order promising can automatically select the best current
source.
An interactive dashboard gives organizations an at-a-glance picture of the overall promising performance as
the system continues to schedule orders. The organization can also review the sourcing strategy used for
each line, along with the available and allocated supplies for each item and fulfillment location. Supply status
can be refreshed at regular intervals to reflect the latest conditions. If you have more extensive order backlog
management requirements, Oracle Supply Planning Cloud offers a comprehensive solution. It includes
flexible demand priority rules and what-if simulation capabilities.
Quickly assess order promising effectiveness
Order Line Splitting and Item Substitution
When there isn’t enough supply available at any single location, global order promising can split an order line
between two fulfillment centers. Organizations can also ship a part of an order line on time, while scheduling
whatever is not available to a future date. They can even substitute items under certain conditions if the
ordered item is not available.
Limit availability of high demand items
Sometimes organizations want to reserve a portion of supply for specific customers when long-term
contracts are in place. Or they need to set aside supply for in-store business when online orders are picked
from stores. Global order promising uses demand classes to identify a specific quantity, percentage, or ratio
of supply with a particular customer or channel. Orders that do not specify the demand class do not have
access to the supply that’s associated with it. Users can override these allocation rules when necessary to
deal with customer escalations or backlog issues.
Global Order Promising quick tour Click-through or video on Oracle.com

Returns processing
Being a complete and integrated suite of applications Order Management is integrated with Purchasing and
Inventory Management. When a customer return is approved an expected shipment is automatically
generated in Purchasing and returned goods can be received and inspected. Products can be returned by
customers for credit, reimbursement, or replacement. Damaged product can be physically returned or not,
according to organization’s policy. Returned products are received in depot, inspected and if the case, can be
repaired. Statuses such as Good, Refurbished, Damaged, In quality check can be defined and assigned to
items or warehouses (all items from respective warehouse will inherit the status). Material status controls
allowed and disallowed transactions (e.g. transfer, sales, consumption, planning).
Integrate for complete order-to-cash processes

Shipping transaction lines are imported into the AutoInvoice interface tables from the source application
modules, and they are further processed by the AutoInvoice process which validates and groups transaction
lines to create transactions in Receivables module. AutoInvoice uses grouping rules to group transaction lines
into Receivables transactions based on various transaction attributes. The organization will be able to create
its own grouping rules and assign them to transaction sources or at customer site level, or in the customer
profile. When running the AutoInvoice process, users have the ability to select the desired customer and a
range of sales order numbers for which to create Receivables transactions, therefore being able to
consolidate multiple sales orders into a single or several invoices based on the on the predefined grouping
rules and limiting the number of invoices created for a customer.
Besides Financials for invoicing and projects collections Oracle Order Management Cloud is pre-integrated
with other Oracle Fusion Cloud services including Product Hub, Logistics, Manufacturing, Procurement, and
CPQ to enable a set of advanced fulfillment processes for configure-to-order, drop-ship fulfillment by
suppliers and partners, back-to-back fulfillment orchestration, internal transfers, and quote-to-cash. It also
provides a set of services to integrate with other Oracle and 3rd party cloud and on-premises applications
that are needed for a complete order-to-cash process.

Backlog Management (functionality of Supply Planning Cloud)
Oracle Supply Planning's Backlog Management features can help organizations reprioritize and reschedule
open orders using the latest supply information. You can simulate fulfillment alternatives based upon your
business objectives. Then when you’re satisfied with the results, you can save and release Backlog
Management's scheduled date changes to reduce delivery delays, increase sales or achieve margin targets.
Backlog Management is working in tandem with the Global Order Promising component of Order
Management Cloud. Users can schedule orders as they arrive in real time using Global Order Promising and
refine the schedule dates later in Backlog Management. Backlog Management is tightly integrated with
Oracle Order Management Cloud.
Real-time scheduling
Scheduled orders Updated scheduled dates

Unscheduled orders
Inquiry orders
Release planned results
Updated scheduled
REST Services dates
Transform order

Configurator Cloud
In today’s business environment, customers are demanding products that are tailored to unique
specifications. The Oracle Configurator Cloud is a powerful guided selling and configuration product that
enables flexible modelling of configurable, multi-option and customizable products and services that can
help the organization in satisfying the demand for customer tailored products. It has two major components:
a configurator modelling capability that uses constraint-based technology to develop a series of rules and
options that define valid configurations for products and a configurator run-time that can use these
configurator models, or optionally a simpler definition based directly on the product structure, to present a
dynamic user interface for the capture of the configuration selections on an order.
Capture configuration selections with dynamic user interface

Configurator supports configuration requirements across the enterprise. It is natively integrated with Oracle
Order Management Cloud to support downstream Configure to Order (CTO) flows and can be integrated
with upstream channel applications, including CPQ, commerce sites, and 3rd party products. Powered by a
powerful, AI constraint engine, Configurator provides both an interactive UI for guided selling and option
selection as well as a validation service to ensure the configuration remains valid throughout the ordering
process.
Oracle Configurator Cloud's dynamic runtime user interface provides an intuitive user experience to help
choose the best product options for the customer's needs. As each option is selected, it is interactively
validated by the Oracle Configurator Cloud's constraint engine. Options that become invalid can be
dynamically hidden or shown as invalid based on the user interface's display condition rules. Images can be
used for option selections in place of standard controls, and visualization elements can be added to further
portray the product being configured.

Dynamic User Interface to Capture Configuration Selections
Solve the Configuration at Any Point ("Finish It for Me")

Using the constraint engine's AI-solver capability, customers can make a minimal set of selections in the
runtime user interface and let Oracle Configurator Cloud make the remaining selections. Remaining
selections are determined based on the engine's built-in heuristics or by rules defined for this purpose in the
configurator-modelling environment.
View Real-Time Pricing as a Product is Configured

During product configuration, prices for the selections are displayed within the configuration user interface,
enabling the user to make decisions about the selections based on this information. As options are selected,
they are added to the optional running summary along with their prices and total.

Configurator Modeling Cloud
Design a customized user experience

The Configurator Modeling Environment (CME) provides an intuitive development environment for building
and maintaining configurator models including the model structure (all possible options), rules, and user
interface behavior. Starting with the items, structures, and item classes defined in Product Management,
Configurator Modeling provides the capability to add the supplemental structure, rules, and user interface
definitions needed to simplify the quoting and ordering of complex products and services.
Build Configurator Models in an Intuitive Development Environment
The configuration process can be simplified by adding guided selling questions to the model and tying the
answers to one or more option selections via rules, directing the end-users to the right or optimal solution.
With a constraint engine and AI solver ‘under the hood’, modelers have a wide variety of rules to leverage
including simple Default Rules and bi-directional Constraint Rules. Groovy can be used to create Configurator
Extension rules, to invoke business logic that falls outside the scope standard rules. Search Decision Rules
can be used to capture logic needed to ‘solve’ or ‘finish’ the configuration.

Manage the configuration model life cycle
Configurator Modeling covers the full lifecycle of creating, releasing and maintaining the models that drive
the runtime configurator sessions.
Configurator Model Life Cycle
Organizations can utilize existing items, structures and item class information defined in Product
Management to use as the basis of your configuration model. Simple to complex (i.e., nested models) are
supported as well as support for Transactional Item Attributes (those whose value is determined through a
configuration session). Design, build and simulate model behavior and overall user experience prior to
release. Incrementally release delta model changes into production, leveraging comprehensive impact
analysis and validation checks to ensure quality. Unrelease models from production to revert to the
previously released versions of the models.
Streamline product configuration across the quote to cash process

Oracle Configurator is seamlessly integrated with Oracle Order Management Cloud and supplies all aspects
of the configuration rules, user interaction and order capture to match customer requirements to the best
possible solution. Configuration and validation services ensure that only valid product configurations are built
which eliminates order errors and the associated cost of re-work. As part of a runtime configuration session,
attribute values can be determined or set that need to be carried downstream as part of the CTO flow. Known
as Transactional Item Attributes, the values for these attributes can be set using Configurator. Configurator
provides the validations and order line creation for configurations captured via other sources, such as Oracle
CPQ to automate the order-to-production process to reduce overall sales cycle times.
Organizations can take advantage of the power of Configurator in third-party quoting and/or order capture
application by embedding the Configurator run time user interface directly into your applications.
Configurator run time services allow organizations to start a new configuration session in the order capture
application and restore the configuration to make changes or revise the order, as necessary in a later phase
in the quote to cash process. Oracle Configurator is pre-integrated with both Oracle Order Management
Cloud and Oracle CPQ, to provide a seamless user experience across the quote to cash process.
Configurator quick tour Click-through or video on Oracle.com

Channel Revenue Management
To expand market share and stay competitive, manufacturers and suppliers often offer pricing rebates to
customers to promote specific products and drive revenue through distribution channels. These rebate
programs managed by wholesale distributors are often complex. If distributors failed to effectively manage
their supplier programs and process rebate claims, they could lose profit margins due to unclaimed rebate
revenue and missed sales.
Oracle Cloud Channel Revenue Management, a component of Oracle Order Management Cloud, enables
wholesale distribution companies to define promotional programs and rebates, as well as effectively manage
claims processing and accounting against supplier ship and debit agreements. This includes:
• Manage supplier ship and debit programs
• Automatically apply programs to sales orders
• Manage and settle supplier rebate claims
• Complete accounting for accruals and claim payments
• View check book for supplier programs
Channel Revenue Management solution – Drive channel efficiencies and maximize trade program performance
In today's highly competitive environment, manufacturers and distributors offer rebate programs to their
customers to promote specific products to drive revenue through channels. These programs are complex to
manage and track, requiring claims to be quickly processed and settled. Channel Revenue Management
Cloud allows organizations to centralize all programs, automate processing and settlement to maximize
revenue, profitability, and market share.

Channel Revenue Management allows distributors to establish rebate programs, known as Supplier Ship and
Debit, with major suppliers in order to sell items at a lower cost to premier customers and still recoup a
reasonable margin by receiving a rebate from the supplier.
The Supplier Ship and Debit process allows organizations to model the rules of the special price agreement
between the organization and its supplier in terms of program effectivity, the products that are eligible for the
rebate and the target market or customers for the program. Once activated, supplier ship and debit
programs are applied as to eligible sales order lines. Accruals are tracked in Channel Revenue Management
through the Supplier Checkbook which provides a view into the financial status and performance of the
organization’s supplier programs. Finally, Channel Revenue Management allows organizations to automate
the claim creation and settlement process to realize faster time to value - claims can be generated based on
earned accruals, interfaced to Payables and the claim closed with details of the settlement.
Supplier Checkbook sample
This end to end, fully integrated ship and debit process automates the process of managing special pricing
agreements ensuring that all potential sales are realized, claims are efficiently handled, and supplier
rejections are minimized.

How does ChRM Supplier Ship and Debit work?
Supplier Ship and Debit
Channel Revenue Management supports multiple channel flows and categorizes them as either buy side or
sell side flows. Each has its own separate user interface for their transactional users. A sell side channel flow
centers around a customer account and typically involves rebates offered to customers. Deductions is part of
the sell side flow. A buy side channel flow centers around a supplier site and involves administering rebates
from suppliers.
Deductions originally started in consumer goods where powerful retailers would short pay invoices based on
their understanding of the trade terms or agreements. This has spread across all industries, and deductions
are a common practice not only for collecting promotions, but also for any kind of dispute or
misunderstanding, whether it's a pricing error, transportation related, damages, and so on. This is also the
hardest challenge for the receivables departments to resolve because of the need for approval from outside
receivables, like sales or shipping. The customer may short pay based on their own policies and procedures.
Chargebacks or short pays, when customer remit less than the invoiced amount, citing reasons for
withholding partial payment, the amount withhold is deductions. Deductions can be trade-related such as
trade promotions, co-op programs, price markdowns; or non trade-related such as compliance, product
shortages. It's up to organizations to resolve these claims through collaboration between receivables, sales,
compliance and customer service departments.
Channel Revenue Management quick tour Click-through or video on Oracle.com

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Oracle Fusion Order Management Cloud Solution Brief

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Oracle Order Management

Order Management ...................................................................................................................................................................... 3

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Collaboration Messaging Framework

Collaboration Messaging Framework supports transformation of a B2B document, such as a purchase or

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Web Call center Stores Partners EDI/B2B Mobile

Internal DC 3rd party DC Supplier Stores Finance

A hub for multi-channel order and data process.

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Create Order sample

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Illustration of some of the components that can be set up in Pricing Administration:

Sales order Priced sales order

Revenue High Low cost

Price list Discount Cost list

The organization can set up the following components in Pricing:

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2. Order Management transforms each order line into a fulfilment line.

5. The customer confirms that they received the item.

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Validating sales orders

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Sales agreement to sales order

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Project Details Window

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Approver Order entry specialist

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The organization can manage coverage items in the following ways:

• Add coverage to a covered item that is in the same sales order.

• Add coverage to a covered item that is in a different, closed sales order.

• Use attribute Contract Start Date to specify when to start coverage.

• Modify a coverage item, including billing frequency.

The organization can add the following types of coverage:

• Service Level Agreement

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Order Management Cloud – Process Definition Administration

Omnichannel Order-to-cash quick tour Click-through or video on Oracle.com

Pricing and discounting quick tour Click-through or video on Oracle.com

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Leverage all available sources of supply

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Handle complex fulfillment scenarios

Capable to Promise (CTP) Sourcing and Scheduling

• Available transit modes

• Supplier-to-customer delivery lead times and calendars

• Supplier order processing time and capacity

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Respond to changing business conditions

Select from multiple fulfillment alternatives

Reschedule Pending Orders

• Changing individual lines

• Making mass changes across multiple orders at a time

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Quickly assess order promising effectiveness

Order Line Splitting and Item Substitution

Limit availability of high demand items

Global Order Promising quick tour Click-through or video on Oracle.com

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Integrate for complete order-to-cash processes

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