Order Management OM

Oracle
Order
Fulfillment
R11i10 Update
Oracle India Development Centre

- Pius Sebastian
- Ramesh Babu.P
- Sriram Raghuram
Order Management is used to
Efficiently capture orders
Drive trading partner collaboration
Enable integrated, flexible processes
Drive continuous improvement
This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
1-2 any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.
Order Fulfillment Flow
iStore/
Web
Order
Inventory/WMS
TeleSales/ Management
Phone
Configurator
EDI/XML Pick/Pack/Ship
Global Order Promising
Advanced Pricing
Fax
Shipping/Transportation To Customer
Invoice/AR
Financials
Oracle Order Management Suite
Oracle Order Management
Scheduling Flexibility
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.
Additional flexibility is provided for

Updating the Request Date
Updating the Ship Method
Use of Promise Date
Partial Reservations
Use of the Latest Acceptable Date (LAD)
Five Parameters for Scheduling Flexibility
Description
1. Impact of updating Request Date
Current behavior: rescheduling occurs if the Request
Date is changed
Todays Date Request Date Schedule Date
May 28 June 4 June 4
Todays Date Request Date Schedule Date
June 2 June 3 <Depends on supply>
Parameter for new functionality: control whether change in

Request Date triggers rescheduling
Reschedule with Request Date?
Yes (current functionality)
No
Description
2. Impact of updating Ship method
Current behavior: rescheduling occurs if the Ship
Method changes
Todays Date Request Date Ship Method Schedule Date
May 28 June 4 UPS Ground June 4
Todays Date Request Date Ship Method Schedule Date

June 2 June 4 UPS Red <Depends on
supply>
Parameter for new functionality: Reschedule with Ship

Method?
Yes (maintains existing behavior)
No
Description
3. Define Use of Promise Date
A new parameter allows Promise Date to mean any of
the following:
Manual. Will not get Promise Date from Schedule
Ship Date, Schedule Arrival Date, or Request Date.
You can enter it or use defaulting rules.
First Schedule Date
First Request Date
Dependent on Schedule Date. If Schedule Ship
Date changes, Promise Date will change.
Dependent on Request Date. If Request Date
changes, Promise Date will change.
Description
4. Support Partial Reservations
Current behavior for Reservation Time Fence and
manual Right-Mouse reserving if 100 are reservable:
Line 1, Qty 20, 20 Reserved
Line 4, Qty 20, 0 Reserved (complete qty not
available)
A new parameter allows a partial reservation to be placed, if
supply is available. In the above example, 10 of 20 would be
reserved for Line 4.
Description
5. Choices for Latest Acceptable Date
Current functionality: System scheduling always
honors the Latest Acceptable Date. But how should
the line schedule if someone manually enters a date
that exceeds the LAD?
A parameter is provided for greater flexibility, allowing

you to:
Honor the LAD
Ignore the LAD but give a warning
Ignore the LAD (no warning, current functionality)
How to Setup this Feature
First query the
Operating Unit and
the Category for
Scheduling
Parameters.
Order Management Parameters
The Oracle Order Management Parameters form is enhanced for greater flexibility.
Order Management Parameters
System Parameters Values window
Reservation Enhancements
New or Changed Features in this Release
New Reservation Modes
Fair Share
Percentage
Partial
Additional Reservation Run Types
Reserve
Simulate
Create Reservation for Set
The description of these features assumes that one person at a

time is reserving for an item.
Suitable for Hitech, Industrial Mfg, CPG, Distributions
First Reservation Mode: Fair Share
Description
Available on-hand supply is distributed among selected
lines on a pro-rated basis.
Example: 10 pieces are available
Line 1 Requested Qty is 60

Line 2 Requested Qty is 40
Fair Share Derived Qty:
Line 1 gets 6, i.e. 6 are reserved

Line 2 gets 4, i.e. 4 are reserved
Second Reservation Mode: Percentage
Description
The user specifies a percentage of the Requested Qty, I.e.
50%.
Assume 100 pieces of the specified item are available:

Req Qty Reserved
Line 1 Qty 80 40 If available, system
would reserve 15. But
Line 2 Qty 100 50
only 10 are available.
Line 3 Qty 30 10
Line 4 Qty 20 None
There is no supply.
Third Reservation Mode: Partial
Description
If only part of the full Requested Qty is available, a partial

reservation is applied.
Example: 100 are available
Req Qty Reserved

Only 10 are available
Line 1 Qty 40 40 to reserve.
Line 2 Qty 50 50
Line 3 Qty 30 10
Third Reservation Mode: Partial
Description
There are two options for Partial Reservation
Mode:
Include only unreserved lines, i.e. 10

requested and reserved qty is Null. If 5 are
available, the reserved qty could change from
0 to 5.
Include partially reserved lines, i.e. 30

requested and reserved qty is 10. For
example, if 5 more become available, the
reserved qty could change from 10 to 15.
Reservations Modes
Description
The following chart shows the results of running the
three reservation modes, if 100 are available. Five
lines request a total 300 of a single item.
Lines Req Qty Fair Share Percentage, 40% Partial

1 80 26 32 80
2 60 20 24 20
3 40 13 16
4 20 6 8
5 100 33 20
Remainder 2 N/A N/A
New Reservation Types
Description
There are new Reservation Run Types:
Simulate. Reservations are not committed to the

reservations table. They are instead saved in a temp
table, and if desired, users can use the Scheduling
Across Orders window to:
View the simulated reservations

Make modifications if desired
Create Reservation for Set. This allows users to commit

the quantities reserved in the simulation set to become
reservations.
How to Use this Feature
There are two ways to run Reserve Orders:
Through the Reserve Orders concurrent program,

Navigator -> Reports -> Run Requests
From the Scheduling Across Orders form, which is
accessed from the Order Organizer
Regardless of path which you choose, additional

parameters such as Reservation Mode and
Reservation Run Type are added.
Basic Steps for Enhanced Reservations
Carefully query a select group of lines.
Select Reservation Run Type: Reserve or Simulate.
Select Reservation Mode. For Percentage or Partial,

choose the Order By criterion.
Fair Share Percentage Partial
If Reserve Run Type is Simulate, you can:

View / edit results from SAO.
Create Reservation for Set when satisfied.
Using Reserve Orders concurrent program:
1. Query a select group of lines, i.e. all lines for an item scheduled to
ship today.
2. Then select a Reservation Mode and Run Type.
3. Submit the concurrent request.
Select a Reservation
Mode.
Also select a
Reservation Run Type.
Or using Scheduling Across Orders
Query a select group of lines
Select a Reservation Mode and Run Type
Submit the concurrent request
User selects
lines for
Reserve
Orders
New action Reserve

Orders Request lets you
simulate or reserve the
set of selected lines.
Simulate or Reserve
Choose whether to
simulate or reserve.
For Simulations, you

must specify a
Reservation Set
Name.
Select / enter values for additional Reservation
Set parameters.
If there is an
existing set with
this name, can it
be overridden?
E.g., Available
supply will go
to Priority1
before
Priority2.
Query the Reservation Set
Enter the set

name on the
Scheduling tab of
the Find window
in SAO.
Modify the Corrected Qty as desired
The Corrected Qty values

are initially the same as
Derived Qty.
However, the Corrected
Qty can be updated.
When satisfied, commit the simulated
reservations
To commit the
reservations, choose:
Create Reservation for
Set
Publishing Plan Results to Order

Management
Functional Overview
For Scheduled lines with Planned items
Advanced Supply Chain Planning (ASCP) can make

planning recommendations based on the latest
supply/demand picture
These recommendations can be published to Order
Management, automatically updating the sales order
line(s)
Publish Plan Results to OM
Description
Applicable for Planned items only
The following attributes may be updated by ASCP:
Scheduled arrival date
Scheduled ship date
Warehouse (If the Line is not Firmed)
Delivery lead time
Ship method
You can firm a line to prevent updates to the
warehouse
Publish Plan Results to OM
Logic for Models and Sets
Description
Models
Firm Demand flag cascades across Assemble To
Order (ATO) Models
Updates occur only if all lines within the ATO Model
contain planned items
Pick To Order (PTO) models and kits
Ship Model Complete (SMC) models / kits
(SMCs) are not supported
Options and included items in non-SMC
models and kits are supported
Ship and Arrival Sets

Updates to sets will occur ONLY if all the lines in
the set contain planned items
Warehouse cannot be updated if any line within the
1-34
This presentation is set istofirmed
intended outline our general product direction. It is intended for information purposes only, and may not be incorporated into
Publish Plan Results to OM - How to
Firm Lines
Firming a line prevents updates to the warehouse by
APS
There are three optional firming methods:
Manually enable the Firm Demand Flag on
Sales Order Line
Set up pre-defined events on the Order
Management System Parameters form
Create a Line Type with the seeded sub-process
Wait to Firm Line inserted in the line flow.
Then use the Progress from Firm Process
concurrent program to progress and firm the
line(s)
Firm Line Manually
How to Set Up and Use This Feature
Setup. Use Folders to display the Firm

Demand flag on the Shipping tab.
Use. Check the Firm Demand flag to
prevent updates to the warehouse.
Firm Based on Event
None There is no
firming of the
warehouse
Schedule Lines
will be firmed once
they are Scheduled
Shipping Interfaced
Lines will be
firmed once they are
interfaced to
Shipping
Firm based on Event
If the firming event

is scheduling, the
lines will be firmed
when scheduled.
Firm Based on Workflow
Below is a seeded subprocess, Wait to Firm Line.
Insert this subprocess in your line flow.
(Recommendation: insert this subprocess
between Scheduling and Shipping)
High Volume Shipping Interface

and High Volume Pricing
Functional Overview
The performance of Order Processing for high
volumes is improved in two functional areas:
Shipping Interface:
For lines imported in Booked status with High
Volume Order Processing (HVOP) Order Import
For any lines interfaced from Shipping back to
Order Management, with full shipment of the
requested quantity.
Note: this performance improvement
is not restricted to those importing
orders with HVOP.
Pricing order lines brought into Order
Management with HVOP Order Import
High Volume Order Processing
Background
In 11i9, Order Management provided HVOP (High

Volume Order Processing) for importing high
volumes of order lines. HVOP Order Import was
designed for:
Larger order volumes consider HVOP when
importing more than 30,000 to 100,000 lines per
day
Limited time for importing, i.e. 5000 lines per
CPU in an hour
Limited hardware -- CPU processing power and
memory
High Volume Order Processing
Benefits
Significant performance gains were achieved for
orders imported with HVOP by:
Using the Bulk processing features of RDBMS
Processing orders in batch, rather than
processing order by order
Supporting a more limited set of features which
are suitable for a more simplified architecture
Description
Performance optimizations are provided for:
Interfacing lines from Order Management to
Shipping for lines imported with HVOP in
Booked status
Optimized
Interface
HVOP Order
Order Import Shipping
Management
(Booked)
Description
Performance has been optimized for interfacing lines from
Shipping to Order Management, when the quantity
shipped fulfills the line, i.e. there is no backordering.
Trip Stop Interface is optimized:
At Ship Confirm
Or with the Trip Stop Interface concurrent program
Optimized
Interface
Order Shipping
Management (With Full Quantity)
Note: This feature applies to all lines, not just those imported
with HVOP, if full quantity is shipped.
High Volume Pricing Integration
Description
This feature optimizes pricing when new orders are

created via HVOP Order (leveraging the JAVA
Pricing Engine*), a requirement for this
functionality) Import for both:
Basic Pricing
Advanced Pricing
*Available to early adopters
Description
Summary of Advanced Pricing Features:
Supported Not supported
Discounts Promotional goods
Surcharges Term substitution

Freight and special charges Limits processing
Static or dynamic formulas Item upgrade

GSA pricing Coupon issue
Description
If you are importing several order lines with HVOP

Order Import, and if the pricing setup uses one or
more unsupported features such as promotional
goods:
Importing succeeds with HVOP Order Import
Pricing occurs but pricing-related
performance is not optimized
Profile - QP:High Volume Order Processing

Compliance controls the above
How to Achieve Optimal Performance
with HVOP Pricing Integration
Optimal Use Java pricing engine
Use supported pricing features
Improved from 11i9 Use Java pricing engine

Use all pricing features
Same as 11i9 Do not use Java pricing engine

Use all pricing features
Order Management Benchmarks
11i10 HVOP is 60% faster than 11i9 HVOP
30000
25000
25000
Both tests use Std Item w Pricing,
Order Lines Imported / Hour
400 MHz processor, single threaded

20000
15000
15000
10000
5000
0
11i9 11i10
Version
Versioning
Functional Overview
Versioning in Oracle Order Management

New feature introduced in 11i10 release
Available for Sales Orders, Quotes and Blanket
Sale Agreements
Manual / Automatic Versioning support
Description
Capture changes and updates made to Sales
Orders, Quotes and Blanket Sales Agreements
Versions can be created, managed, viewed and
compared, providing comprehensive information
about a given transaction
Assists during the negotiation phase of a sales
transaction by maintaining a history of the
transaction cycle
Features
Version Control in Sales Order, Quote and Blanket
Sale Agreement supports:
Version generation
Validation of version number
Version history maintenance and comparison
Searching prior versions
Reasons and comments for versioning
Tracking Article versions in Blanket Sales
Agreements
Through APIs and Order Import
Setup for Versioning
Manual versioning by default
Automatic versioning set via processing
constraints
Specifying attributes that trigger versioning
Specifying workflow activities available to
version
Disabling version completely / manual option
Extend reason codes for versioning
Automatic Versioning & Validation
Templates
Not Allowed
Generate Version & Require Reason
Generate Version
Require Reason & Require History (Audit Trail)
Require History (Audit Trail)
Automatic Versioning & Validation
Templates
Version
numbering,
Reasons and
Comments
Version comparison for
changes at the header
Version Drill-
down view
Version comparison for

changes at the line level
Line attributes that

have been changed
between versions
Dependencies and Interactions
Version Control vs. Audit Trail
Version Control Audit Trail
Records the entire Business Records a single Change
Object. Allows all users to internal control to capture
view the changes to the who made the change and
document real time and on what the change was.
line
Can be viewed on Line Can be viewed on line once a
report has been generated
Can compare against No Online comparisons
previous versions on line
Captures changes that Captures changes within a

increments a version version
Applicable to Sales Orders, Applicable to only Sales

Quotes and BSAs Orders
Override List Price
Determine if you want to use the new

feature to allow users to override the list
price
Set the profile OM: List Price Override
Privilege to Unlimited for those users or
responsibilities
Audit Trail is also possible
Original list price is also stored
Decimal Quantities for Options of ATO
Configurations
Some businesses build products that can
be ordered in decimal quantities, for
instance, building a structure that requires
different beam lengths or wood panels
Are now able to specify decimal
quantities when selecting options of
ATO models, both in Configurator and
in Order Managements options
window
Automatic Fulfillment set and line set assignment
Line level ship/arrival sets
OM Session-2
Ramesh
Order Fulfillment Flow
iStore/
Web
Order
Inventory/WMS
TeleSales/ Management
Phone
Configurator
EDI/XML Pick/Pack/Ship
Global Order Promising
Advanced Pricing
Fax
Shipping/Transportation To Customer
Invoice/AR
Financials
Topics covered in this session
Enhancements in Order Processing (EDI/XML)

Simple Negotiation
BSA
Retrobilling
Print and Preview sales Documents
Authoring and Negotiating Contract Terms
1. Enhancements in Order Processing

(EDI/XML)
New Profiles for Order Import
OM: Unique Order Source, Orig Sys

Document Ref Combination For
Each Customer either to
Yes/No.
OM: Change SO Response Required
Unique Key Concept for Order Creation
Unique Key Concept for Order Updation-01
Unique Key Concept for Order Updation-02
EDI Processes
850: POI : PO Inbound

855: POAO : PO Acknowledgement
out bound
860: POCI : PO Change Inbound
865: POCAO : PO Change
Acknowledgement out bound
XML@Glance1
XML@Glance2
Rosettanet
XML Processes-01
RosettaNet 3A4 Request Purchase Order
RosettaNet 3A4 Request PO Response
RosettaNet 3A7 Notify Of Purchase Order Update
RosettaNet 3A8 Request PO Change
RosettaNet 3A9 Request PO Cancellation
Open Interface Tracking User Interface
Rosettanet
RosettaNet 3A7 Notify of PO Update
OAG Change PO
The RosettaNet 3A7 Notify of Purchase Order
Update and the OAG Change PO:
Are new electronic messages
Enables a seller to acknowledge acceptance or
rejection of a pending order line
Can be used by a seller to initiate changes to a
purchase order
Can be used by a buyer to determine if a RosettaNet
3A9 Request Purchase Order Cancellation or OAG
Cancel Purchase Order should be initiated.
RosettaNet 3A8 Request PO Change
OAG Change PO
The RosettaNet 3A8 Request Purchase Order
Change and the OAG Change Purchase Order
messages have been enhanced to provide the
following functionality:
Allows a buyer to convey changes to an existing
sales order in either pending or accept status
Allows a buyer to respond to a seller initiated 3A7
Notify Of Purchase Order Update or an OAG Change
Sales Order
RosettaNet 3A9 Request PO Cancellation
OAG Cancel PO
RosettaNet 3A9 Request Purchase Order
Cancellation and the OAG Cancel PO Electronic
Messages have been enhanced to include the
following functionality:
The 3A9 can cancel line items in pending status
The 3A9 can cancel partial line items
The 3A9 can be used as a response to the seller
initiated 3A7 Notify Of Purchase Order Update and
the OAG Change PO
Set up for XML Transactions-01
Set up for XML Transactions-02
Setups for XML Transactions-03
OM: Run Order Import (Sync/Async)

OM: Response PO Required (Yes/No)
Scheduling Workflow background Processes

Scheduling Workflow listeners
Open Interface Tracking User Interface
The Open Interface Tracking UI is a new UI and

provides the following functionality:
Monitoring of Electronic Messages supported by
Order Management
Provides access to:
Workflow Status
The XML Gateway Transaction Monitor
The Order Import Corrections Form
Maintains history for:
XML
EDI
Order Import processing
Open Interface Tracking -Profiles
OM:Electronic Message Integration Event source

(Values: ALL,EDI&XML,XML)
By default it is "XML"
Can be set at site level only.
Open Interface Tracking (Query Page)
Open Interface Tracking (Query Result)
Open Interface Tracking (For XML)
Open Interface Tracking (For EDI)
2. Simple Negotiation in Order Management
Simple Negotiation in Oracle Order Management

To enter a simple quote in Order Management and
automate the transition to a Sales Order
Use existing Order Management features to
enhance the negotiation experience
Suitable for Hitech, Industrial Manufacturing, CPG,
Distribution
Simple Negotiation in Order Management
Description
Enter Obtain internal Obtain customer

Quote* approvals * acceptance *
* New in
11i10
Submit to Process Sales
Fulfillment* Order
Benefits
Provides within the Order Management Framework:
A single point of entry for both Quotes and
Sales Orders
A method to create and manage simple quotes
Reduce processing time
Manage approvals (Internal/External)
To allow the entry of order lines to occur
quickly and with minimum data entry
To support the negotiation process, new features
have been introduced and existing features
enhanced to include:
Seeded Workflows (Negotiation, Internal
Approval)
Seeded Status Types
Offer Expiration
Transaction Types
Approvals
User Defined Status
Profiles
Create a Transaction type and assign a default
Transaction phase.
Specify whether the initial phase for the transaction
type is Negotiation or Fulfilment
If initial phase is Negotiation, assign the
Negotiation flow
Assign the Fulfilment flow
If internal approval required, define list of

approvers on Transaction Type
A User can set a transaction phase for a given
transaction type. Transaction phase would essentially
determine where in the workflow the transaction will
start.
Using a single transaction type the user can select to
begin the transaction process in either phase.
Transaction Type
Transaction Negotiation Fulfillment
Phase
Sales Quote Sales Order

Document
Transaction Type in 11.5.9
Transaction Type in 11.5.10
Defaulting Rules in 11.5.9
Defaulting Rules in in 11.5.10
Processing Constraints in 11.5.9
Processing Constraints in in 11.5.10
Processing Const.-Fullfillment(11.5.10)
Processing Const. Negotiations(11.5.10)
Assign
the order
flow Assign the
negotiation
flow
When this value

is selected the
quote number is
carried over to
the Sales Order
Select the
default phase for
the transaction
type
A list of approvers can be defined at the
Transaction Type level. The document would need
to be approved by each participant in the list
before the transaction is eligible to move forward
in the Workflow.
The Workflow will provide a notification of
time-out if approver fails to respond
Provides the Ability to submit to next
approver if timeout occurs
Ability to reject if timeout occurs during the
process
User
Role
Responsibility
Sequence of
approval
A new profile has been provided as an

alternative defaulting source for the
transaction phase:
Profile OM: Default Transaction Phase
Responsibility
User
Enter Quote with Transaction Type Quote with
Approval
Select a transaction phase of negotiation
Optionally enter a Quote Name
Optionally capture a user defined status code
Submit draft
Status updated to Pending Internal Approval
Approve quote
Status updated to Pending Customer Acceptance
Perform action Customer Acceptance
Sales Order is generated in an entered Status
Order Management has enhanced the following
features to support Quotes:
Purge - Specific Purge screens have been

developed
Copy - Any version of a Quote can be copied to
a Sales Order
Defaulting Rules
Processing Constraints
Business Views
Order Information Portal
Customer Location an address type for mailing
Implementation Considerations
Area OM Quoting
Collaboration across sales suite X
Collateral (Web Catalog, Content X
Manager)
Proposals X
Opportunity Integration X
iStore Integration X
Approvals Basic Advanced
What-If Analysis (Gross Margin, Basic Advanced
Pricing and Compensation)
Implementation Considerations
Area OM Quoting
Printing X X
Versioning X X
Quote Statuses X X
Expiration X X
Contract Negotiation X X
Order Management Suite
Order Management
3. BSA Enhancements
BSA in 11.5.9
BSA in 11.5.10
Enhancements
Workflow Enhancements
Pricing Enhancements
Item Enhancements
Security
Copy
Profiles:
OM: Default Blanket agreement Type
OM: Default Blanket Transaction Phase
Suitable for Hitech, Automotive, Industrial , CPG,

Manufacturing, Distribution
Description
Negotiation and Fulfilment phases
Blanket Sales Agreement Life Cycle
Internal Approvals
Customer Acceptance
Workflow Enhancement
Description
Negotiation manages the initial phases of the
transaction:
Draft
Pending Internal Approval
Approved
Lost
Pending Customer Acceptance
Accepted
The Fulfilment phase includes the statuses:
Awaiting Start Date
Active
Expire
Terminate
Description
Pricing Tab
Customer specific Price Lists and Items
Range breaks across releases
Benefits
Software Built to Work Together
Unique Price Lists and Modifiers
Price List and Modifier List created through BSA are
only updateable through that BSA and are therefore
unique to that BSA
Choice and Flexibility

Inline Pricing
Define default discounts directly on BSA for line level
discount % or discount amount
Define discounts directly on BSA lines
Assign BSA
Price List
Create discount
% to default to
the lines
Line 1: Corporate
PL with 10% discount Line 2: Newly created PL, BSA TOI PL, has
for All Items one PL line for item AS54888 @ $100 ea.
3 new Accumulation Attributes allow

creation of Cumulative Range Breaks
for Blanket Sales Agreements
Item Enhancements
Description
Enhanced configuration support:
Ability to define options, option classes on the
Blanket Sales Agreement to hold price for
configurations on releases
Service Items:
Ability to define service items on the Blanket
Sales Agreement to hold price on releases
Service items can be associated with a Standard
item or can be used as part of a configuration
Item Enhancements
Ability to enter
options, option
classes and
service items
Item Enhancements
Price List name, effective

dates and line information
are populated from the BSA
Security
Description
Processing constraints:
A common security framework in OM where users
can define and build security rules around sales
entities.
User can control who, when and what can be
changed on these entities.
The system will have some seeded rules with the
product.
Security
Assign a Workflow phase
Assign Validation Template
Unable to make changes

as this is system seeded
Security
This Validation Template can be used to

create a Processing Constraint during the
Active Wait for Expiration state
Copy
Description
A simplified copy feature is provided to create a new
BSA from any existing BSA
Order Management
4. Retroactive Billing
Retroactive Billing
Description
An automated way to mass create credits or debits
when price changes occur after invoicing
Identify eligible lines
Preview Retrobilling
Report eligible lines
Approve and create adjustments
View Retrobilling Activity in original order
Suitable for Automotive and CPG industries
Retroactive Billing
Benefits
Improves ease of use for mass creation of invoice
adjustments due to retroactive price changes
Automates common business practice in
Automotive and other Industries
Reduces administrative costs
Increases accuracy of billing and returns
Retroactive Billing
Create unique reason code for credits (optional)
Create order type for retrobill orders
Set OM Parameters
Enable Retrobilling
Set default order type
Set default reason code
Create folder for Sales Order form
Add Retrobilling Organizer to menu
Setup Form OM Parameters
Retroactive Billing
Change price list
Find order lines eligible to retrobill
Perform Retrobilling Preview
View Retrobilling Report
Query Retrobilling Request
Update proposed retrobilling quantities
Execute Retrobilling Request
Retrobilling Organizer Find Order
Retrobill Find Results
Retrobill Preview Parameters
Retrobill Preview Results Summary tab
Retrobill Preview Results Lines tab
Query Retrobill Request
View Results
Retrobill Preview Results
Sample Form View Original Order
View Original Order - Additional Order Info
View Retrobill Order
Order Management
5. Authoring and Negotiating Contract Terms
Oracle Order Management together with Oracle Sales

Contracts introduces the ability to create a long term
agreement or one-time sale including terms and
conditions for use by Sales Managers, Sales
Representatives, Contract Negotiators, Contract
Administrators as well as Legal Representatives.
Description
All Oracle Order Management forms have also been
enhanced to support the formal sales contract flows:
Sales Order
Quick Sales Orders
Quotes
Quick Quotes
Blanket Sales Agreements
Description
With Oracle Sales Contracts, contract terms can be

authored and negotiated on Quotes, Orders, and
Blanket Sales Agreements.
When Sales Contracts is enabled with Order

Management, users have direct access to a library of
pre-approved contract terms. On the business
document, users can:
Assign a Contract Template

Choose additional standard clauses
Create non-standard clauses
Choose alternate clauses
Requires some Oracle Sales Contract setup
Set up Contract Terms Library
- Create library clauses
- Create contract templates
Create at least one Contract Template
Create at least one Layout Template
Each Document Type

can have different
Contract and Layout
Templates
Define templates
for defaulting Access List of
Approver Setup
New Field: Contract Template

Populates default value from Transaction Type
If no contract template default is set, users can
select a contract template from the Contract Terms
page
New Actions:
Contract Terms accesses Contract Terms page
Contract Document ability to attach a document to
the system version of the contract, such as an image
of the signed contract
Contract Terms action

opens the Contract Terms
page in the context of the
Contract Template on the
Sales Order
Contract Document
generated and attached to
ease document viewing
Workflow Notification
utilizes Approval List
and streamlines the
Internal Approval
process
Preview and Print

generates the document
based on the default
Layout Template
Additional information
available on the document
Capture signature
information in the system
and progress the BSA with
the action Customer
Accepted
Preview and Print Sales Documents
New Feature
Requires installation of Oracle XML Publisher
Preview and Print action produces PDF file
Right Mouse Click
Actions button
Layout Template flexibility allows a user to tailor to
company standard formats
User definable format
Define default Layout template for each
Transaction Type
OM Session-3
Sriram
Drop Ship Across Sets of Books and Change

Management
Functional Overview
Drop Ship across Sets of Books

Fulfilling drop shipments across multiple Operating
Units (OU), Set of Books or Legal Entities
Automating inter-company transactions between
multiple Operating Units, Set of Books or Legal
Entities
Drop Ship Change Management
Sharing additional drop ship information between
Oracle Purchasing, Oracle Order Management and
Suppliers
Automatically propagating customer and supplier
changes through the entire procure-to-pay process
Drop Ship across Sets of Books
Fulfilling drop shipments across multiple Operating
Units (OU), Set of Books or Legal Entities
Automating inter-company transactions between
multiple Operating Units, Set of Books or Legal
Entities
Sharing additional drop ship information between
Oracle Purchasing, Oracle Order Management and
Suppliers
Automatically propagating customer and supplier
changes through the entire procure-to-pay process
Suitable for Hitech, Industrial Mfg, CPG, Distributions
Drop Ship Across Sets of Books
Description
SOB1/OU1 SOB2/OU2
Factory Central Global

Procurement Supplier
Organization
Legend
Physical Flow SOB Set Of Books
Financial Transaction Flow OU Operating Unit
Description
The ability to consolidate procurement functions for

all global business units into one or multiple Shared
Service Centers.
Central Procurement Organizations:
Leverage buying volume by consolidating demand
across organizations
Standardize terms and conditions across all
enabled organizations
Centralize supplier relationship management
Transact across international borders through
foreign subsidiaries/shared service centers
Description
Description
Description
Prior to 11i10: drop shipments can only use warehouses
from the set of books of the operating unit the order is
taken and assumes that both the supplier and customer are
external parties
New behavior: drop shipments can use warehouses from
multiple set of books, operating units or legal entities and
supports internal or external parties
External Order Purchase External

Customer Central Order Supplier
Distribution Regional
Warehouse Warehouse
(USA) (AUS)
OU2 OU1
$20 $15 $10
Description
New Behavior: All intercompany accounting to transfer the
liability for goods and related costs will be automated for
the standard external drop ship flow. So, from our example
above, the intercompany transactions between OU1 and
OU2 would be:
USA (OU2) Reconciliation AUS (OU1) Reconciliation
Debit COGS 15 Debit I/C Receivables 15
Debit Receivables 20 Debit I/C COGS 10
Credit Revenue 20 Credit Accrual 10
Credit I/C Payable 15 Credit I/C Revenue 15
Benefits
The ability to drop ship goods across Operating Units, Sets
of Books or Legal Entities provides many benefits such
as
Reduce procurement costs by aggregating demand and
negotiating favourable volume discounts
Tax advantages for routing of supply and fulfilment
Faster delivery times by avoiding unnecessary
intermediate delivery locations
Reduced complexity of interactions with suppliers by
centralization
Centrally control the amount and timing of funds
dedicated to procurement activities
Secured supply commitments on the basis of parent
company credit ratings
For Order Management users, there are a few changes
they will see within the drop ship flow when
fulfilling across Operating Units, Sets of Books, or
Legal Entities.
The main changes are
1. Users can choose any warehouse (except for OPM
warehouses) across Operating units, Sets of Books,
or Legal Entities when placing a drop ship order.
2. Additional drop ship information is visible within
Order Managements Sales Order Form.
3. Purchase Release & Receiving processes
(background processes) are modified to create
requisitions in different organizations.
Description
Streamlined integrated business flow between Oracle
Order Management and Oracle Purchasing for Drop
Shipments:
Additional Sales Order information is provided to
the Supplier (e.g. Shipping Instructions)
Automatic document synchronization
Automatic flow of customer requested changes
from Sales Order to Purchasing documents
Examples: Order Cancellation, Quantity
Increase, Date Changes
Description
Prior to 11i10: Once drop ship sales orders are interfaced to
Purchasing, changes are not synchronized between Order
Management and Oracle Purchasing
New behavior: Now, changes in Oracle Order Management

and Oracle Purchasing will be automatically synchronized
Enter Drop Increase in

Ship Sales Approve Updated PO
Quantity Supplier updates
Order PO sent to order
Supplier
Enter requisition
Create PO
Benefits
Streamlined, automated transactions across multiple
business entities
Eliminates the need for manual data synchronization
Provides more flexibility to the end-customer to make
changes instantly and accurately
Setup of the Drop Ship Change Management flow:
No setup is required. Unless, users want to change
the default Processing Constraint setup based on their
business flows
Enter order with line sourced externally for 10 each
Book order
Purchase release runs automatically
Change ordered quantity to 20 and Save
Run Requisition Import and verify the purchase
requisition has ordered quantity of 20
Create the PO
Change ordered quantity to 30 and Save
Verify that quantity has changed to 30 on the PO
Approve PO
Now, try to change the Ordered Quantity to 50 and Save.
Order Management
Pricing & Availability Enhancements

Functional Overview
Description
Various usability enhancements to existing Pricing &
Availability function
Create order or quote from form
Additional search criteria
Available for ATO items
Display related items
Display additional pricing benefits
Display modifier price breaks
Apply manual discounts
Save multiple items before ordering
Benefits
Enables new order flow that starts with a price and
availability inquiry and moves to creating order
Enhances price and availability query without having to
enter an order
Provides visibility to advanced pricing benefits
Shows related items and allows for upsell/cross-
sell
Allows user to apply manual discounts and view
effect on net price
Allows user to accumulate a group of items they
want to price and potentially order
New profile options control behavior of form:
OM: Display Current Selections in Pricing and
Availability
OM: Sales Order navigation from P&A form
Function Security controls ability to:

Create order or quote
View cost and margin
Pricing & Availability Form - with results
Pricing & Availability Form Pricing
Adjustments
11i10 Transfer of Information
Order Management
Multiple & Partial Payments

Functional Overview
Multiple & Partial Payments support on sales

orders
Import of Multiple & Partial Payments for sales
orders
Suitable for Hitech, Industrial Mfg, CPG,

Distributions
Description
Adds greater payment flexibility when processing
orders
Payments at order line level
Support for prepayments or down payments
Additional payment types supported
New quick receipt document for simple point-
of-sale
Batch authorization of credit cards
Option to authorize only first installment for
credit cards
Copy / Import Orders with pre payment
Benefits
Increased support for Business to Consumer
business flows
Provides greater flexibility in how to pay for
orders
Supports payment using multiple credit cards
Supports other electronic payment options,
such as ACH, Direct Debit and Wire Transfer
( EFT/EDI )
Supports down payments partial or complete
Reduces risk - allows for checking that
prepayment has been collected before shipping
1. Down Payment Flow

Split Down Payments
Print Receipt
2. Payments at Line Level
Commitment at line
Other payment at line
Down Payment Flow
Enter Header
Choose Prepayment Payment Terms
Enter Lines
Enter Payments
Book Order
Print Quick Receipt
View Receipts
Payment Assurance
Pick, Ship, Invoice
View Invoice
Down Payment Flow
Down Payment Flow
Receipt Window
Payments at Line Level Flow
Enter Header
Enter Lines
Enter Payments for one line
Book Order
Pick, Ship, Invoice
View Invoices
Payments at Line Level
Payments at Line Level
Further Processing:
Book the order
Credit Card authorized for line amount less
commitment amount.
Balance of order is credit checked
Pick and Ship
Invoice
Other Features
Override List Price
Determine if you want to use the new

feature to allow users to override the list
price
Set the profile OM: List Price Override
Privilege to Unlimited for those users or
responsibilities
Audit Trail is also possible
Original list price is also stored
Catch Weights for Discrete Inventory
Supports use of catch weight enabled items in

Warehouse Management enabled inventory
organizations
Captures the secondary quantity and secondary
Unit of Measure at time of shipping
Re-prices order line based upon the actual quantity
shipped and sends updated price to invoicing
Q&A
Env
http://ebizsrv.us.oracle.com/operations/database/bui
ld_env/11.5.10cu1/drop06/CU1D06MP_env.html
http://mfgops.us.oracle.com/ops/environments/envList
.jsp?pF=MFG

Order Management OM

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Oracle

Oracle India Development Centre

Efficiently capture orders

Drive trading partner collaboration

Enable integrated, flexible processes

Drive continuous improvement

Additional flexibility is provided for

Parameter for new functionality: control whether change in

Todays Date Request Date Ship Method Schedule Date

Parameter for new functionality: Reschedule with Ship

A parameter is provided for greater flexibility, allowing

The description of these features assumes that one person at a

Suitable for Hitech, Industrial Mfg, CPG, Distributions

Example: 10 pieces are available

Line 1 Requested Qty is 60

Fair Share Derived Qty:

Line 1 gets 6, i.e. 6 are reserved

Assume 100 pieces of the specified item are available:

If only part of the full Requested Qty is available, a partial

Example: 100 are available

Req Qty Reserved

Include only unreserved lines, i.e. 10

Include partially reserved lines, i.e. 30

Lines Req Qty Fair Share Percentage, 40% Partial

Simulate. Reservations are not committed to the

View the simulated reservations

Create Reservation for Set. This allows users to commit

There are two ways to run Reserve Orders:

Through the Reserve Orders concurrent program,

Regardless of path which you choose, additional

Carefully query a select group of lines.

Select Reservation Run Type: Reserve or Simulate.

Select Reservation Mode. For Percentage or Partial,

Fair Share Percentage Partial

If Reserve Run Type is Simulate, you can:

New action Reserve

For Simulations, you

Enter the set

The Corrected Qty values

Publishing Plan Results to Order

For Scheduled lines with Planned items

Advanced Supply Chain Planning (ASCP) can make

Ship and Arrival Sets

Setup. Use Folders to display the Firm

If the firming event

High Volume Shipping Interface

In 11i9, Order Management provided HVOP (High

This feature optimizes pricing when new orders are

*Available to early adopters

Surcharges Term substitution

Static or dynamic formulas Item upgrade

If you are importing several order lines with HVOP

Profile - QP:High Volume Order Processing

Improved from 11i9 Use Java pricing engine

Same as 11i9 Do not use Java pricing engine

400 MHz processor, single threaded

Versioning in Oracle Order Management

Version comparison for

Line attributes that

Captures changes that Captures changes within a

Applicable to Sales Orders, Applicable to only Sales

Determine if you want to use the new

Line level ship/arrival sets

Enhancements in Order Processing (EDI/XML)