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Release 12 Order Management
Prepared by Order Management Product Management Team
Last Updated: Version:
Copyright © 2006, Oracle. All rights reserved.
Table of Contents
Purpose of Document Reference Documents
3.1.1. Overview 3.1.2. Features 184.108.40.206. Multi-Organization Access Control 220.127.116.11. Inventory Convergence 18.104.22.168. Customer Acceptance 22.214.171.124. Mass Scheduling 126.96.36.199. Enhanced Header Attribute Cascading 188.8.131.52. Exception Management Enhancements 184.108.40.206. Workflow Validation Tool 220.127.116.11. Credit Card Security Code 18.104.22.168. Create Orders in Contact Center 22.214.171.124. Payment Due With Order 126.96.36.199. Recurring Charges 188.8.131.52. Telecommunications Service Orders with Equipment 184.108.40.206. Rosetta Native Message: PO Acknowledgements in Order Management 220.127.116.11. Scheduling ATO Items without BOM 18.104.22.168. Customer Credit Check Hold Source Support across Operating Units 22.214.171.124. Renaming Blanket Sales Agreements to Sales Agreements 126.96.36.199. Oracle Shipping Execution Changes 188.8.131.52. Oracle Release Management Changes 3.1.3. Terminology
3 3 3 3 4 4 5 5 5 5 6 6 6 6 6 6 6 7 7 7 7
3.2.1. Overview 3.2.2. Features 184.108.40.206. Price Book 220.127.116.11. Support for Hierarchical Categories in Advanced Pricing 18.104.22.168. Continuous Price Breaks 22.214.171.124. Support TCA Party Hierarchy 126.96.36.199. Recurring Charges 188.8.131.52. Multi-Organization Access Control for Pricing Security 184.108.40.206. Pricing Parameters 220.127.116.11. Advanced Pricing Support for Purchasing Global Blanket Agreements 18.104.22.168. Remove QP: Time UOM Conversion Profile
8 8 8 8 9 9 9 10 10 10 10
3.3.1. Overview 22.214.171.124. Integration of APC User-Defined Attributes 126.96.36.199. Model Migration 188.8.131.52. JavaServer Pages (JSP) Tag Library 184.108.40.206. TSO Enabled Call Centers 220.127.116.11. TSO Bundled with Customer Premise Equipment
11 11 11 11 12 12
3.4.1. Overview 3.4.2. Features 18.104.22.168. Telecommunication industry specific features 22.214.171.124. Self-service Online Account Creation for Existing Customers
13 13 13 13
R12 Order Mgmt Release Content Document, Rev. 00
126.96.36.199.14. 188.8.131.52. 3.4. 3.2.4. Rev. 184.108.40.206.220.127.116.11. 3. 18.104.22.168.4. 3. 3.8.18. 22.214.171.124.126.96.36.199.188.8.131.52.13. 3.25. 3.2. 184.108.40.206.220.127.116.11. 00 iii . 18.104.22.168. 22.214.171.124.10.4.2.2.4. 3.2. 126.96.36.199. 3. 3.11. 3.2. 3. Usage for models Procurement Collaboration Duplicate Cart Risk Management and CVV2 Ability to capture end customer information Order Tracker advanced search Split configurations Online Return Enhancements Site level partner specific price list support Delegated user opt-out support Site Selection Page Layout Enhancements Contracts Enhancements Marketing campaign code tracking for the session Web Analytics support Shopping cart and checkout flow enhancements Web crawler support Batch mode section duplication and layout cascading support SSO Support Enhanced Multi-Org Compliance Usability Enhancements Credit Card Enhancements Compliance eTax Compliance Content Management Enhancements 14 14 14 14 14 14 15 15 15 15 15 15 16 16 16 17 17 17 17 17 18 18 18 R12 Order Mgmt Release Content Document.4. 3.3.2. 188.8.131.52.2.4.
This document describes new or changed functionality only. It is not a commitment to deliver any material. R12 Order Mgmt Release Content Document. and should not be relied upon in making purchasing decisions. which has been executed and with which you agree to comply. and timing of any features or functionality described in this document remains at the sole discretion of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement. or functionality. release. 00 Purpose of Document 1 . code. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Disclaimer This Release Content Document (RCD) describes product features that are proposed for the specified release of the Oracle E-Business Suite. it may not be possible to safely include all features described in this document without risking significant destabilization of the code. contains proprietary information that is the exclusive property of Oracle.1. This document and information contained herein may not be disclosed. This document in any form. It is intended solely to help you assess the business benefits of upgrading to Release 12. software or printed matter. Existing functionality from prior releases is not described. The development. Rev. reproduced or distributed to anyone outside Oracle without prior written consent of Oracle. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. Due to the nature of the product architecture. copied.
Reference Documents Name Location Completion Date R12 Order Mgmt Release Content Document. However. Introduction 2.2. 2. MiniPacks or Standalone patches since the prior point release has been included in this document and denoted accordingly. produced as part of Oracle’s Applications Product Lifecycle (APL).2. 00 Purpose of Document 2 . Rev. Existing functionality from prior point releases is not described. Purpose of Document The Release Content Document (RCD).1. communicates information about new or changed functionality in the specified release of the Oracle E-Business Suite. content introduced by Family Packs.
1.2.1. This increases the productivity of Shared Service Centers for users no longer have to switch applications responsibilities when processing transactions for multiple operating units at a time. Oracle Inventory. process. Implementers may also access the Order Management setup forms for multiple operating units from within a single responsibility without changing forms or windows. and the use of material status. Process features have been added to Oracle Inventory to support Process characteristics.2. As a result. access.1. and view customer sales documents in multiple operating units from within a single responsibility without changing forms or windows. The same applies to the Oracle Order Management Public Application Program Interfaces (APIs). XML.3. Inventory Convergence The Process Inventory and Oracle Inventory applications are now a single application for managing inventory across the entire Oracle e-Business Suite. telesales or web storefronts.2.1. Many companies have customer service representatives (CSRs) in a single location who accept and process sales for multiple operating units. It captures multi-channel demand from sources including EDI. is the one source of all material management information. 3. Additionally. Overview Oracle Order Management drives the order fulfillment process of any business. The open. such as dual units of measure. As part of a complete order to cash solution it enables global order promising integrated to shipment execution. the integration between Oracle Process Inventory and Oracle Order Management has been removed and the single inventory application. and report on data for an unlimited number of operating units within a single applications responsibility. Order Management 3. the ability to price by a secondary quantity is available to all users who track their inventory in two quantities.1. child lots as a subdivision of lot-controlled inventory. Rev. Order Management 3. Data security is still maintained using security profiles that are defined for a list of operating units and determine the data access privileges for a user.2. Oracle Order Management users can run reports and concurrent programs for different Operating Units from within a single responsibility. They can also use Order Import to bring in orders for different Operating Units from within a single responsibility. such as enhanced R12 Order Mgmt Release Content Document. Process users can leverage all of the functionality in Oracle Order Management. Oracle Order Management enables CSRs to enter.1. automated fulfillment processes without customization.1. 3. workflow based architecture supports tailored. Features 3. Multi-Organization Access Control Multi-Org Access Control enables companies that have implemented a Shared Services operating model to efficiently process business transactions by allowing them to access. 00 Order Management 3 . Key areas that have been enhanced for Oracle Order Management include improved allocation (picking) rules and added features to Move Orders. grade.
For example. then the price is computed when the shipped quantity is entered through the mobile transactions. Oracle Order Management supports only full acceptance or total rejection for each outbound order line. or the same as the previous schedule date.1. When inventory is tracked in only one unit. Pricing – An item can be tracked in two units of measure and priced in either unit. This feature of pricing by secondary quantity. later. This could result in a schedule date that is earlier.scheduling and reservations. For example. Enhanced reservations is a new feature for this release that lets the user match any demand to any supply. 3. You can query scheduled lines and run scheduling again. It is possible to sort by Request Date and Line Creation Date.2. but priced in a secondary unit. Customer Acceptance Customers in some industries and geographies often need to be able to defer invoicing and/or revenue recognition for shipped goods until the customer receives the shipment and formally accepts the material. and international drop shipments. a sales order can be reserved against a purchase order or Process Execution batch. Mass Scheduling The Schedule Orders concurrent program is enhanced to schedule lines that have never been scheduled or those that have failed manual scheduling. This increases the ability to control when scheduling occurs. and enforced in Oracle Order Management. Customer Acceptance rules are defined in Oracle Receivables’ Revenue Management module. This includes fair share and percentage reservations. or from an external system. perhaps a huge R12 Order Mgmt Release Content Document. customer service representatives can call the Order Information portal from their sales order workbenches. When desired – perhaps when there is additional supply – those lines can be scheduled again. The reservation is then converted into an allocation when the purchase order is received or the batch is completed. without tracking the inventory in that quantity. reserving material at a detailed or high level. Mass Scheduling also supports unscheduling and rescheduling.2. For example. • Reservations – Oracle Process Manufacturing users can leverage all reservation functionality available to Oracle Order Management users. Please see the Oracle Receivables RCD for additional information about Revenue Recognition. customer service representatives. as well as Oracle Warehouse Management functionality. acceptance is assumed if the customer does not accept within 30 days.1. users can query all lines scheduled to ship on Day 2. The new column in the item master for Pricing determines the quantity on which the price will be based. and enhanced reservations. For items that are tracked in two quantities. the price can be computed on either the primary or secondary order and shipped quantities. 00 Order Management 4 . Additional query parameters are also provided. • Please see the Oracle Process Manufacturing Logistics RCD for additional information.4. this event must be recorded before invoicing can occur (for pre-billing acceptance) or revenue can be recognized (for post-billing acceptance). and unschedule them. Customers can log into the self-service Order Information portal. or Order Import/Process Order API can import customer acceptance captured from an external system. is known as catch weight pricing and is only available when Oracle Warehouse Management is implemented with Oracle Order Management.3. When customer acceptance is required. Thus. and it also allows rescheduling in batch if supply is more or less than anticipated. Rev. 3. Customer acceptance can be captured from customers. Implicit acceptance is supported using a number of days after shipping.
5. Workflow Validation Tool Oracle Order Management’s open. the corresponding line attributes can be changed automatically or the user will be given the choice of propagating the header changes to the lines. You can submit a concurrent program to retry workflow activities in error and then view the output for the result of the activities. Exception Management Enhancements Exception Management improves visibility to workflow errors and eases the process of retrying workflows that have experienced processing errors. and re-directing that supply to other order lines. You have the option to run this batch program in either Preview mode to review the activities in error or Execute Mode to process the activities in error. Credit card companies are now directing merchants to ask cardholders for the Credit Card Verification Value of their credit card when cardholders place orders. Note: This feature was first released in 11.1. 3. Note: This feature was first released in 11.8. The workflow validation tool ensures that changes/additions made to workflows by customers are consistent with their business processes. automated fulfillment processes without customization. workflow based architecture supports tailored. Discover Card and American Express calls it CID. Merchants using Credit Card Verification Value can expect to reduce their chargebacks by as much as 26 percent.2. 3. Enhanced Header Attribute Cascading Cascading of header attributes to corresponding line details is enhanced to provide greater flexibility when entering orders. Credit Card Security Code Mail orders and telephone orders and other card-not-present transactions have higher fraud rates than face-to-face transactions.5.2.order for Item A is canceled by a customer. 3. MasterCard/Eurocard calls it CVC2. The Credit Card Verification Value is a three or four digit security code that is most often printed on the back of credit cards. If desired. Schedule Orders provides the capability to reschedule in batch. Visa calls the credit card verification value for CVV2. Credit Card Security Code is supported through Order Import in addition to Order Management user interfaces and process order public API.2.1.1. 3. releasing the supply of the canceled order lines. By asking the cardholder to provide the Credit Card Verification Value the merchant can validate that a genuine card is being used during the transaction. a Warehouse or Schedule Date can be specified at the time of scheduling or rescheduling.7. which may result in an earlier schedule date. 00 Order Management 5 .10 CU2. R12 Order Mgmt Release Content Document. This batch process will retry all the failed activities satisfying the criteria entered in the selection window.2.1. When certain header attributes are changed.6.10 CU2.5. You can query a group of lines and reschedule them based on Request Date. Rev.
11.1. 184.108.40.206.1.2. modems. 3.2. This functionality is enhanced to provide the option of not requiring a BOM to schedule an ATO item when ATP is based on collected data (ODS mode). 3. Customer Credit Check Hold Source Support across Operating Units Order Management honors credit holds placed on customers from AR across operating Units. In this release. Rosetta Native Message: PO Acknowledgements in Order Management Oracle Order Management distinguishes between OAUG XML and native Rosettanet messages and integrates with the Supply Chain Trading Connector to generate native Rosettanet messages (PIPS). the consumer must sometimes pay for a portion of the total order amount at the time of order placement. 3. sum of all the one-time service charges (such as activation and installation fees) or some such combination. For example.1.9. Please see the Oracle TeleService RCD for additional information.3. The Contact Center is also enhanced to support a streamlined flow to order changes to telecommunications services using the new Oracle Order Management tab pages and an enhanced Installed Base tab page.2.1. Please see the Oracle Configurator and Oracle Install Base RCDs for additional information. while ordering telecommunications services. When Receivables places a customer on credit hold a hold source will be created in all operating units which have: • A site defined for that customer • An order placed against that customer.10. Create Orders in Contact Center The Contact Center form is enhanced to host new Oracle Order Management tab pages to create and edit orders. 3. taxes and discounts of recurring and one-time prices when telecommunications services are ordered. Telecommunications Service Orders with Equipment Customers are now able to purchase equipment such as wireless handsets. Rev. the user has an option of not requiring a BOM to schedule an ATO item even when ATP is based on collected data (ODS mode).2. etc.15.12. R12 Order Mgmt Release Content Document. the payment that is due with the order can be the sum of only the tangible goods. A BOM is not required for these items if ATP is based on planning output (PDS mode). Recurring Charges This Oracle Order Management feature accurately display totals. The calculation of the payment that is due with the order depends on the business logic specified by the service provider. 3.1.1. 00 Order Management 6 . Payment Due With Order In the sale of telecommunications services and equipment to consumers. Scheduling ATO Items without BOM Currently assemble to order (ATO) items require a Bill of Material in either the shipping or the Item Master validation organization to perform scheduling actions on them.2.1.2.
1. Renaming Blanket Sales Agreements to Sales Agreements Blanket Sales Agreements are renamed to Sales Agreements. either lot.18. The agreement is usually for the purchase of a certain number of units or value of goods over a set time period. There is no functional impact. 3.3. Oracle Shipping Execution Changes For information about changes made in Oracle Shipping Execution as part of this release. subinventory.1. Rev. Terminology Term Definition Sales Agreement (SA) Detailed level reservations Fair share reservations High level reservations High Volume Order Processing One-time service Percentage reservations A long-term sales agreement between a supplier and a customer.1.2. 00 Order Management 7 .2. 3. please refer to the Oracle Logistics RCD. Reservation mode where the available inventory is allocated equally across the selected orders Material reservations at the item level Batch importing and processing for implementations with a high system load A service that is only fulfilled and invoiced once Reservation mode where the specified line fill percentage is allocated to the selected orders until the available inventory is exhausted R12 Order Mgmt Release Content Document.3.2. and/or locator level. 3. please refer to the Oracle Logistics RCD.17.16. Material reservations at a lower level than item.1. Oracle Release Management Changes For information about changes made in the Oracle Release Management as part of this release.
a Price Book API is provided for other applications to generate a price book and then use the information as required.2. This feature allows users to have more flexible and simplified pricing setups that can span across multiple category sets. Oracle Advanced Pricing provides a robust self-service capability for users to generate and publish lists of products they sell with their related prices. Oracle Advanced Pricing enables companies to quickly define and maintain sophisticated pricing strategies by breaking price creation into simple elements: define pricing rules. Rev. 3. Price Book With this release. pricing attributes. A Price Book can be generated for a customer or a Delta Price Book showing only items with changed prices can be created. Current.2. On the pricing setup UI’s.2. Basic Pricing users have a subset of the full price book functionality.1. The publication options for the Price Book include: printed report. The user has the ability to generate a Price Book showing list and net prices for a specific customer. Multi-currency price lists as well as formula pricing are included. qualifiers and price lists.2.2. Several enhancements have been made in order to support this feature: • Users can now define one or multiple functional areas for a given source system.2. Support for Hierarchical Categories in Advanced Pricing Advanced Pricing now offers extensible pricing support for flattened and hierarchical item categories. Each functional area will have an associated category set that may be hierarchical or flattened. Input criteria can optionally include specific items. an integrated set of applications that are engineered to work together to drive profitable customer interactions. Advanced Pricing 3. past or future effective pricing dates are supported. 00 Advanced Pricing 8 . Oracle Advanced Pricing lets your business easily implement even the most complex and volatile pricing strategies to meet today’s changing business requirements. Additionally. The feature is available in Basic and Advanced Pricing. The Price Book uses the customer item cross reference number (when available) rather than the internal item number. assign rules to create specific pricing actions. item category. 3. Overview Oracle Advanced Pricing is the application that consistently executes complex pricing for maximum profit.3.2. and designate pricing controls. XML messages and email. making it easy for the customer to identify their items. online views.2. Features 3.1. R12 Order Mgmt Release Content Document.2. Oracle Advanced Pricing is a key component of the Oracle E-Business Suite. the product value (or product in HTML) list of values will display all categories belonging to those enabled functional areas. The Price Book can cross multiple price lists to derive the net price for a customer.
All the parents of the categories of the items are sourced only for hierarchical categories. modifiers. This feature is available for Basic and Advanced Pricing users wherever price breaks are supported. 00 Advanced Pricing 9 . Copy Modifier. or duplicate line functionality will be converted to continuous. and agreements. 3. You do not need to set up a separate qualifier for each party. Quantity Price 0-10 10-20 $10 $9 If you plan to uptake the Break UOM proration feature. Support TCA Party Hierarchy Advanced Pricing has added the attributes that are required to support the party relationship structure provided by Oracle’s Trading Community Architecture. 3. Applications Oracle iStore.3. Any quantity greater than 10 and up to and equal to 20 is priced at $9. Any new price break line created through Copy Price List.5. Oracle Quoting and Oracle Order Management will leverage this new functionality to calculate prices when telecommunications services with recurring charges are quoted or ordered. This feature is only available to Advanced Pricing users. Quarterly. Please refer to iStore.2. R12 Order Mgmt Release Content Document. This feature is only available to Advanced Pricing users. The feature is available in Basic and Advanced Pricing. the starting value must be 0 and there are no gaps across the break lines. Pricing behavior for existing price break setups is not affected and will be backward compatible. Continuous Price Breaks Advanced Pricing now supports continuous price breaks ranges for price lists.2. This functionality enable users to easily set up party qualifier based price lists and modifiers such that they apply not only to the qualifying party but also to all parties that are in levels below the qualifying party in the party hierarchy. Quoting and Order Management for additional information.2. etc.• At runtime. This means that within a price break. Rev. In the example below. it is recommended to change your current price breaks to continuous price breaks. Recurring Charges Advanced Pricing can now price based on the value of a new charge periodicity pricing attribute. all newly created price breaks will be continuous. a quantity greater than 0 and up to and equal to the first 10 ordered is priced at $10.2. One usage example is that a discount could be given for a parent company and all of its subsidiaries.2.4. the pricing engine will sources all the categories belonging to those category sets associated with the source systems for that request type through the pricing transaction entity.2. Starting in release 12. 3. Examples of values for charge periodicity include: Monthly.
Users will be able to price releases based on pricing rules defined in Advanced Pricing. and if dates are not passed. In addition. and User. Responsibility.2. users cannot create new parameters. Remove QP: Time UOM Conversion Profile It is no longer necessary for users to choose a value for the Time UOM conversion profile. The user will have the option to choose one from the different Operating Units that the responsibility has access to. Please refer to Purchasing for additional information. R12 Order Mgmt Release Content Document.2. users have the option to create pricing entities as global (available to all operating units) or be available to a single operating unit. enabling users to efficiently process business transactions by allowing a user to set up data pertaining to multiple Operating Units through a single responsibility.2. In this release.6. 3.3.2. Pricing Parameters Pricing Parameters control certain behaviors of the pricing application and can be assigned a value at the pricing transaction entity and request type level.8. Pricing Security will now work with Multi Organization Access Control.9. When pricing security is enabled. Pricing UIs enable the Operating Unit field if global flag is not selected and this field displays the responsibility’s default Operating Unit.2. Oracle Advanced Pricing is initialized with a set of seeded parameters. The feature is available in Basic and Advanced Pricing. The feature is available in Basic and Advanced Pricing. Users can select a different value for their implementation. The feature is only available to Advanced Pricing licensed with Oracle Procurement. 3. it will use Inventory UOM Conversion API.7. there might be seeded values that can vary for different level names. 00 Advanced Pricing 10 . For each parameter.2. Copy functionality in Advanced Pricing has been enhanced so users can create copied pricing entity as global or assign to a different operating unit that the responsibility has access to. Organization.2. Rev. The feature is available in Basic and Advanced Pricing. Security access roles are at Global.2. Multi-Organization Access Control for Pricing Security The Pricing Security feature in Oracle Pricing allows users to enable control of who has access to maintain and view a specific pricing entity. 3. Advanced Pricing Support for Purchasing Global Blanket Agreements Oracle Procurement is extending the integration with Advanced Pricing to include global blanket agreements. The pricing engine will use Oracle Service Contracts API for time period conversions if service start and end dates are passed.
This allows the creation of generic rules (e. and no maintenance of the rule itself is needed).3. Customers who own both Advanced Product Catalog and Configurator have expressed the need to be able to use some or all of the user-defined attributes created in Item Management as Item Properties in Configurator. etc. User Interface designers are able to use any JSP editing tool to take full advantage of the JavaServer Pages technology in creating custom UI’s. Integration of APC User-Defined Attributes When building configuration models.1.1. diameter. Oracle Configurator enables products to be configured to meet unique customer requirements and simplifies the configuration of complex solutions.) of the items that are being configured.1.1. In order to satisfy this need. Advanced Product Catalog (APC) introduced ‘user-defined attributes’.g. JavaServer Pages (JSP) Tag Library With Release 12. this product supports configurations throughout the enterprise from a centrally maintained configuration model.3. In 11. Sold as a powerful add-on module to Oracle’s Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) applications. an integrated set of applications that are engineered to work together. Oracle Configurator offers the concept of Item Properties. Oracle Configurator is part of the Oracle E-Business Suite. 3.5.3. radio buttons. Oracle Configurator 3. R12 Order Mgmt Release Content Document. Oracle Configurator provides a new tag-based library to facilitate direct interaction with the Configurator Interface Object (CIO) for presenting Configurator model data in custom JavaServer Pages (JSP).2. 00 Oracle Configurator 11 . The new tags can then be used to bind User Interface controls (dropdowns.3. Users are then able to edit the copied model in Configurator Developer on the target instance. With Release 12. or they can be defined in Oracle Inventory as Catalog Descriptive Elements and imported into Configurator Developer as Item Properties. 3. it is often very efficient to use properties (like weight. Rev. voltage. it suffices to enter the property value for the generic rule to apply.1. state-of-the-art configurator technology. decreasing order errors and increasing top line growth. Overview Oracle Configurator is a strategic guided selling and configuration product providing next-generation.9. Oracle Configurator provides a utility that allows users to move specified configuration model(s) from a target instance to a source instance.3.) to configuration model data in order for these controls to be dynamically populated based on model state during a runtime configuration session. etc.3. a generic framework to further allow customers to extend the information associated with Items.3.: “the voltage of the adapter must be equal to the voltage supplied in the country of installation”) and streamlines the maintenance (when a new item is introduced. 3. Model Migration Customers have repeatedly requested the ability to copy configuration models across instances. Item Properties can be created directly in Configurator Developer.
TSO Bundled with Customer Premise Equipment In addition to ordering services. Refer to the Contact Center RCD for more details on this functionality. R12 Order Mgmt Release Content Document.3. An enhanced actions architecture allows implementers to define a specific set of functions to be carried over the set of item instances maintained in Installed Base.3. 00 Oracle Configurator 12 .1. TSO Enabled Call Centers Release 12 closes the loop on providing a single user interface for the ordering and servicing of Telecommunication Service Offering (TSO) products.4. customers require that TSO allow simple tangible items to be procured.1.5. 3. Refer to the TSO RCD for more details on this functionality.3. This is to enable an Operator to provide customers with an option to purchase items like handsets or other equipment. Rev. In this flow Oracle Configurator rules are used to maintain validity between the tangible items and services in both an initial offering to the end-user and as part of a reconfiguration. managed and shipped using Oracle Supply Chain.
manage.2.2. R12 Order Mgmt Release Content Document. Oracle iStore 3. Oracle iStore integrates with Oracle Marketing to effectively target and personalize offers to the most profitable customers and more quickly translate store visits into actual orders.4. broadband and phone services to consumers and small businesses. from lead generation to post-sales support. • Once the products are selected. • The customer also can be informed about what has to be paid at the time of ordering (Pay Now amount) versus what will be billed in the future (Pay Later amount). • Customers can review all of the services and items they currently own and modify services if desired. Products can be restricted based on customer input like their current phone number or their zip code (through Configurator rules). Features 3. Self-service Online Account Creation for Existing Customers Users who have already placed an order through a channel other than Oracle iStore can get an online account using Oracle iStore’s registration. B2B users. Oracle iStore provides complete order and inventory management. In case of payment via credit card. 3. monthly). and enables the execution of the sales process. and personalize powerful and scaleable global Internet storefronts. Oracle iStore may be used in both business-to-business (B2B) and business-to-consumer (B2C) settings. The online account will be tied to the existing party.g.1. and therefore no duplicate party will be created. Prices can be either one-time or recurring prices (e. In Release 12.4. in the shopping cart. Overview Oracle iStore is an electronic commerce application that enables companies to build.2. The main goal is to allow merchants to sell high volume and low margin services like wireless. Oracle iStore has new functionality in both the Store Administration Application and the Customer Facing Application.1. 3. With seamless integration to Oracle’s CRM and ERP applications.2.3. Telecommunication industry specific features Instead of relying solely on call centers and physical stores. Registration is available for B2C. • Once the order is placed the customer is notified and can track online the fulfillment of the order thereby reducing the load of the call center.4. along with their prices. Rev. only the ‘Pay Now amount’ is authorized at the time of order placement. 00 Oracle iStore 13 .. In Release 12 iStore supports the following flow: • Customers can configure services and items via Oracle Configurator to ensure that all business and technical rules are enforced.4.4. customers can see all items selected. companies can now sell at a lower cost telecom services and shippable items via Oracle iStore.
either by selecting the end customer from a predefined list or by creating new customers. in real time. Partners can view and select customers that they have a relationship with. 3.3.2. Duplicate Cart Companies can now create duplicates of the saved shopping carts for repeat orders. Partners can provide this information during the checkout process. For example in Telco industry. Merchants can require that customers enter the CVV2 number along with the credit card information. suppliers can own and manage their catalog information centrally in iStore.4. the items are sent back to buyer's procurement system.2. Ability to capture end customer information In multi-tier scenarios.2. Users view the items in the procurement system and proceed to create requisitions. 3.2. companies may wish to use the same wireless service but different ordering flows such as start with phones or start with plans. 00 Oracle iStore 14 . Users can then search and browse the catalog and add items to the shopping cart in iStore. companies need to capture information related to the end user of the product or service that is being sold by a partner. but instead.2. 3. Risk Management and CVV2 Merchants can detect. Order Tracker advanced search R12 Order Mgmt Release Content Document. Calling applications can invoke the right Configurator user interface by providing the “usage” information.220.127.116.11. orders are not placed in supplier's order management system.2. Users of a procurement system can browse supplier catalogs provided by iStore.7. Upon checkout. 3. Fraudulent orders can either be placed on hold or rejected.4. Rev.4. 3. Procurement Collaboration In Release 12 iStore provides catalog punch-out capability. This information is passed to Oracle iPayment for authorization. In Release 12 Oracle iStore allows merchants to assign a Configurator usage for model items when publishing them under sections.4.4.4. Instead of feeding product information into multiple procurement systems of buyer organizations. Usage for models Oracle Configurator product supports multiple user interfaces for the same BOM model.3. fraudulent credit card payments using Oracle iPayment’s risk management functionality.
B2C and B2B user types Best price – best price available for a given customer In Release 12. Online Return Enhancements Some merchants pick up items to be returned from the user-specified address.2. in order to create and send “return label” to the user.4. Now.4.11. key enhancements include: • Integrates with Oracle Contracts expert module to provide the Terms and Conditions based on the items in the shopping cart.4. Site level partner specific price list support iStore retrieves the catalog prices in three different ways: • • • Customer level price list . and/or need an address from where the return items will be sent. 3. shipping.12. Rev.price lists that are associated with customers in AR module Site level price list – separate price list for guest. now companies can select price list for partner user types at the site level. right. a customer might need to ship some configurations to multiple locations.4.2. iStore allows customer primary users to opt their company users out of marketing activities. billing and customer information. 3. Delegated user opt-out support In Release 12.2.4. 00 Oracle iStore 15 . 3.2. the original configured item can be split to allow separate billing/shipping. Users can query orders using multiple parameters.10.4. Split configurations For configured items with a quantity greater than one.2.2. ordered items.9. using the <> signs. and top-level menus. pricing agreements. language selector. Contracts Enhancements In Release 12. This page uses a layout similar to the section layout page with left. Return lines display quantity as positive and total item price as negative. the customer can specify the “ship from address” during the return process. as well as a header. 3. Now. and bottom bins. footer. R12 Order Mgmt Release Content Document. 3. Site Selection Page Layout Enhancements The Oracle iStore site-selection page can be used as the home page/landing page.14.13.Companies can enable advanced search functionality for business and partner users. 3. such as line statuses. top. The same concept may apply for billing.
R12 Order Mgmt Release Content Document. currency. 00 Oracle iStore 16 .17. without drilling down to the saved or shared cart detail page. display a product. Rev.4. and surcharges are displayed in a pop-up window that the user can launch from the shopping cart.4. Details on list prices.16. discounts.2. so that the user can add them to the cart with single click.• Oracle Quoting allows sales representatives to download the terms and conditions to their desktops in Rich Text Format (RTF). All actions are reorganized under a pull-down menu. Users simply select an action and click Go to navigate to the appropriate page. iStore preserves the marketing campaign code information during the session in order to generate accurate DBI reporting. Customers are still able to view the terms and conditions when these types of quotes get published on iStore. Users simply select an action and click Go to navigate to the appropriate page. In addition. Deep links can execute several actions on the store such as add to cart.15. In Release 12. Shopping cart and checkout flow enhancements • Shopping carts. marketing campaign code and promotion code. The same functionality is offered for quotes from the quotes page. • Carts/Quotes. In Release 12 iStore provides the necessary framework support to Web Analytics product for the following features: • Tracking visits • Tracking registrations • Tracking products and sections in the iStore catalog • Tracking iStore shopping carts • Tracking iStore order. payment and invoice inquiries • Instrumentation and categorization of seeded iStore templates to allow the tracking • Online privacy management for registered and anonymous visitors 3.4. Marketing campaign code tracking for the session iStore deep link feature allows companies to navigate customers in to their stores with one click. 3. Deep links can also carry parameters such as language. Users can perform all actions related to a saved or shared cart from the carts page. related items for the shopping cart can be displayed on cart pages. display a section. modify them and upload the changes to the quote. Web Analytics support Web Analytics is a new product that provides a complete web tracking solution – reporting on the entire online customer flow from clicks to lead generation to orders. All available actions are reorganized under a pull-down menu.2. 3.2.
The user session ends. iStore URLs are enhanced to support Internet search engine web crawlers. o Flex fields and customer information is reviewed on the Order Review page. a user is required to log on. Batch mode section duplication and layout cascading support In Release 12. There are no functional changes in Release 12 around multi-org access control.4. o A train identifies each step of the checkout flow. Customers can specify the shipment priority for the order.• Checkout flow for B2B users. when he logs out. Customers who have more than 1. • • 3. o Shipping.2. o If shipping. 3.18.2. and end customer information are enabled at line level. iStore provides background jobs to duplicate sections and cascade section layout settings to descending sections in batch mode. Checkout flow for B2C users. o Billing address is defaulted with billing organization’s primary billing address. With Oracle's enterprise-wide Single Sign-On. or authenticate only once.4. billing.2. billing and payment information are displayed on a single page. 00 Oracle iStore 17 . o A train identifies each step of the checkout flow.2. 3. Rev.4.000 sections would consider using these background jobs.19. Usability Enhancements R12 Order Mgmt Release Content Document. SSO Support A "single sign-on" framework is a mechanism that allows a number of different applications common to an enterprise to share a user authentication service. Web crawler support In Release 12. That verification of his identity is valid for the duration of the user session.4. across every application. the header and line level information are displayed on the same page.21.2. 3.20. o Shipping page is skipped during the checkout flow when the shopping cart does not include any shippable products. Enhanced Multi-Org Compliance In Release 12 iStore is complaint with the new multi-org access control changes. o In Release 12. Shipment priority. 3.4.22. and for every application participating in the Single Sign-On framework.
R12 Order Mgmt Release Content Document. Credit Card Enhancements Compliance In Release 12 iStore is complaint with the new iPayment’s credit card access control changes. 3.4. Rev.4.24.23.The order details. 3.4.2. 00 Oracle iStore 18 . item details and shipping details pages have been redesigned using a common layout style. Oracle Content Manager integration is the only way to manage and publish contents within iStore. There are no functional changes in Release 12 around eTax.2.2. Content Management Enhancements In Release 12. There are no functional changes in Release 12 around credit card enhancements. 3.25. eTax Compliance Release 12 iStore is complaint with the new eTax module.