Oracle 2818702

How to be a “HERO” with
Order Management
Earl Eldridge , Senior Director

Product Management
Subhra Datta, Director

Product Development
September 30, 2014
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

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in making purchasing decisions. The development, release, and timing of any features or
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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 3

Wondering how to get the best out
of Oracle’s Order Management?
Pondering how to resolve those

nagging issues?
We have the answers.

Agenda
1 Order Entry / Validations 6 Selling Services

2 Credit and Tax Management 7 Returns
3 Scheduling 8 User Interface
4 Approvals and Workflow 9 Performance Improvement
5 Internal Sales Orders

Agenda


User Defined Attributes - UDA
 Have used up all the available attributes of
DFF, but still need more.
 Need to capture multiple Contexts and related
attribute values for the same Order / Line.
“User Defined Attributes (UDA)”

Allows capturing additional information for the
Order Header and/or Lines.
 Allows defining unlimited number of attributes,
attribute groups and pages.
 Co-exists with the current DFF framework
 Can be imported using Order Import.

Item Orderability
 Need to be able to order correct product for
the customer.
 We need to import set of Item Orderability
rules from an external application to EBS.
“Item Orderability Rules”

Set up rules for an Item or Item Category.
 “Inclusion” and “Exclusion” rules.
 Public API to bulk import Item Orderability Rules.

Agenda


Credit Checking – Using Tolerance
 Orders repeatedly go on Credit Check Failure Hold for minor
changes in Order Amount, including back orders.
 We use Customer Level Limits but still Orders go on Credit
Check Failure Hold if Bill To Site is changed within the same
Customer.
“Tolerance” in Credit Check Rule

Order Amount change within Tolerance will not trigger Credit
Checking.
 Tolerance is not applicable for Currency Code, Payment Type,
Bill To Customer, Commitment ID change .
 No limit at old or new Bill to Site level will avoid triggering
Credit Check for Bill to Site change.

Credit Hold and Credit Checking
 “Credit Hold” and “Credit Checking Hold” ?
How are these relevant for my business?
 “Credit Hold” puts credit check failure hold on

all orders of a customer.
 “Credit Check” does credit worthiness and
credit exposure check of the customer.
 “Credit Hold” gets higher precedence.
 “Credit Hold” is equivalent to creating a Hold
Source for this Customer / Site.

Line Level Credit Checking
 My orders go unexpectedly on hold.

 Credit exposure picture is not real time.
 Current Order amount is not included in
Exposure.
 Need to run Initialize Credit Summaries program
too often.
Online Line Level Credit Checking

solves these problems.

Credit Card – Reversal and Re-Authorization
 Customer cancelled the Order but the  Automatic Reversal and Re-Authorization of new
Amount on customer’s Credit Card is still Amounts
blocked .
 Reverse the Authorization on old Credit Card, and
 Initial Order amount changed as customer trigger Authorization on the New Card
modified the order .
 Reversal of Authorization on Cancellation of Order.
How do we do authorization for the new /
balance amount?  Reversal and Re-Authorization can be deferred to
specific events.
 Wrong Credit Card on the Order got
authorized. Order is updated with new  Order can be put on Hold, until Reversal and Re-
Credit Card information. System does not Authorization is triggered.
reverse the earlier Authorization and  You can also Import External/3rd Party system
initiate a new . Authorization to OM.

Tax Calculation for Freight Charges
 I need Tax on Freight also to be part

of OM Tax Estimates but I need it to be
accurate and in sync with AR.
Set
“Invoice Freight as Revenue” = Yes
to have Tax on freight calculated
and displayed in OM.

Agenda


Scheduling Issues
We need to fulfill our orders with whatever quantity is available at
requested date and ship the balance once available automatically.
We have an older product available and want to use that up while

systematically splitting the line to fulfill the remainder with a
substitute.
In the reverse situation we need to automatically substitute an item if

the full amount is not available to be shipped as my customer will not
take split lines.

Auto Split Order Line During Scheduling
 Need to be able to schedule partial

quantity if complete quantity is not
available.
Enable “Scheduling Auto Split”. The

order line will split to use up the current
available quantity
Supports “Item Substitution” for
remaining unavailable quantity .

“Override ATP” via Mass Change
Need to schedule multiple lines in

“Override ATP” mode. Current manual
process is slow and error prone.
Select “Override ATP” checkbox in

Mass Change form to schedule
multiple lines in one go .

Prevent Auto Scheduling for ship/arrival sets
 Line gets scheduled upon saving if it is part of ship/arrival set causing performance
issue, pre-mature visibility to production, unnecessary consumption of available qty to be
reserved.
Need to remove from set to prevent scheduling.
 Set the new system parameter “OM : Auto Schedule Sets” to No.
Make sure the profile OM:AutoSchedule is set to No.

Agenda


Integration with Oracle Approvals Management
My No Charge orders need authorization
approvals!
Need to send a document for approval to
dynamic list of approvers based on user defined
criteria.
Need to send a document to multiple
approvers at one go.
OM – Oracle Approvals
Management integration
Define appropriate business rules and
conditions in AME.
Assign appropriate workflow process.

Agenda


Item Substitution on Internal Sales Order Lines
How can we substitute an item for Internal

Sales Orders.
 We cannot wait for the original item to be
available or cancel the ISO and create new IR
for the substitute item .
Set system parameter “Item Substitution for

Internal Order”
Automatic substitution via Scheduling is also
supported

Agenda


Subscription Services
 Need to sell both Products and Subscriptions.
 Need common Invoice for Products and
Subscriptions.
 Subscriptions as a Bundle/Configuration.
 Extended warranties for Subscription.
Ordering Subscription Services from OM Subscription attributes in OM
 Tangible and Intangible Subscriptions.

 Include Subscriptions in model/kit like Cloud
Subscription with Apps, Java.
 Extended warranties for Subscriptions.
 Extended Warranty as Promotion.

Subscription Ordering
• Single UI for users to enter • Single Customer Invoice for • Configurator support for
Orders for both Products and both Products and Services Subscription Services
Subscriptions – Since Products and Services – Provides ability to sell
– A single UI in OM, provides were Ordered using two Subscription Services as a
ability to create Orders for both different UIs (OM & OKS), two “Bundle”.
Products and Subscription separate invoices used to get – Allows user to configure /
Services. generated. choose the Subscription
– Once Sales Order is confirmed – Single Invoice, for single Order. Services needed for their
Service Contract is – Consolidated Invoice from OM business.
automatically created. for both Products and Services. – Leverage BOM and CZ
– Benefits of all the OM features – Optionally Services can be capabilities to setup “mutually
like Credit Checking, Defaulting, billed for just the first period exclusive” services, or enforce
Processing Constraints, amount from OM. “mandatory” options of a
Workflow Service.
– One single public API and
OrderImport support

Agenda


Enabling Configurator for Return Orders
 Need to be able create accurate RMAs

through Configurator?
Set profile “OM: Enable Configuration

UI for RMA” to Yes
Allows to achieve increased
operational efficiency and accuracy
during processing of returns.

Agenda


Requests for Information?
My sales reps, users, customers need to
check Order statuses and more. To do this
we are having to build extensions or my
CSRs are being questioned daily. How can
Oracle help me?
My CSRs need better search capabilities
and we wind up creating daily reports for
them based on orders received.
Sometimes Sales personnel do not have
access to their PCs. What can we do to
support them?
We are customizing our UIs to be more
user friendly – can you Help?

Order Information Portal
Order, Delivery & Invoice Details
Web enabled, self service app

Enables users to view detailed sales order,
delivery and invoice information online

Search & Analyze Orders/Order Lines In Endeca

Mobile Sales Order Inquiry
Easily find orders for View open orders Get overview of View an order line
my customers with alerts highlighted the order and alerts shipment status

HTML User Interface
• Has functional parity with existing Forms UI
for Sales Orders and Order Search in Order
Organizer and Scheduling Organizer
• Shares a common foundation with the
existing Forms UI e.g. Workflow, Defaulting
Rules, Item Orderability, Processing
Constraints, etc.
• Enhanced Usability:
– Tablet friendly layout
– User configurable

Advanced Search

Edit Order

Agenda


Performance
How can we improve our performance

across the board?

High Volume Order Processing and Order Import
Order Import High Volume Order Processing (HVOP)
 Capable of processing tens of thousands of
 Is capable of processing millions of order lines daily
order lines daily
Supports all features of Process Order API  Enhanced in 12.1 to support Tax and Configurations
 Enhanced to import successful lines, retaining failed
lines to be re-submitted
 Leverages the Same Order Import Tables
Blended Approach to get Maximum throughput of Importing Orders

 Import high velocity orders through HVOP
 Use Order Import for Returns, Internal Orders, Drop Ships, Orders with Sets
 Separate/categorize orders by order source. Process the appropriate order source(s) through HVOP and
Order Import

Improve peak hour performance
Work Flow Scheduling Order Import/ HVOP
 Defer post booking workflow  Consider Limiting ATP to few  Specify id columns in the interface
activities like schedule line or ship critical items. tables to speed up the process .
interface.  Delayed Scheduling.  Avoid costly defaulting by passing
 Consider deferring booking to column values in the interface
 Try populating the warehouse on tables.
avoid peak hour . the line to avoid extra processing.
 Use “Purge Order Management  Auto-scheduling(with Delay
 Check if arrival/lead time Scheduling) is more efficient for
Workflow” concurrent program to scheduling can be avoided.
purge workflows on regular basis. Order Import and HVOP than WF
 On “Bill Only” lines types, set scheduling. Then Run Reserve
Pricing Scheduling Level to “Inactive orders program if needed.
 Use custom hook for zero dollar Demand without Reservations”.  Avoid using header level
lines to avoid pricing. fulfillment set for large orders
Credit Checking and Payments
having bill only lines.
Tax  Limit credit checking to high risk
 Delayed Tax . customers.
 Defer to invoicing if possible.  Defer Payment Processing.

Oracle Applications: Current Release and Roadmap
Oracle E-Business Suite: Order Management Family
Release 12.2.4 What’s Next Future Directions
August 2014 0-12 month planning cycle Post 12 month planning cycle
Order Management Order Management Order Management
• Web-based Order Entry & Search UI • Mobile App: Sales Orders for EBS • Returns for Internal Orders
• Item Substitution in Internal Orders • Sellers Workbench: Margin Analysis, Rebates • Extended Warranty in BOM/Configurator
• Configurator Returns • Continuation of HTML UIs • Mobile App: for Direct Story Delivery
• Productivity & Performance ERs • Parallel Thread Support for Schedule Order • Continuation of HTML UIs
• Support for EBS Yard Management Program • Enhanced Global Trade Management
iStore • Manual ISO Splits Integrations
• Multi-customer access iStore iStore
• Usability Enhancements • QA Check • Item Cross References
Quoting • Item Orderability • Mobile application
• Usability Enhancements Quoting • Integration with RTD
• Margin Computation • Quote Validation Quoting
• Purge Quote • Solution Ordering • Integration with Global Trade Management
Channel Revenue Management • User Defined Attributes • Integration with Channel Revenue Management
• Continued OAF Uptake Channel Revenue Management • Integration with RTD
• Volume Offer ERs… • Deferred Accrual & Revenue Recognition Channel Revenue Management
• Enhanced Checkbook & Budget Checkbooks Support • Provisional Accruals
• Offers Support for QP TCA Hierarchy • Mobile Support for Offers & Claims Approval • Enhanced WSD Support
• Autopay by OU • Continued OAF Uptake • AME Integrations for all ChRM Modules
• Manual Approval/Rejection for Ship & Debit • Enhanced Indirect Sales Order Error Processing
Batches

Order Management Sessions
Oracle E-Business Suite Order Management: Presenting the HTML and Mobile User Experience [CON7613]
• Bhavana Sharma - Sr. Principal Product Manager, Oracle
• Durgaprasad Bodapati - Director, Product Management, Oracle
Thursday, Oct 2, 12:45 PM - 1:30 PM - Westin Market Street - Franciscan II

Oracle Demogrounds
Moscone West Upper Right WUR-021
• Order Management
• Advanced Pricing
• Supply Chain Event Mgmt

Additional Resources
• R12.1 / R12.2 : Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Documents (Doc ID
1302189.1)
• Oracle Order Management Release Notes for Release 12.2.4 (Doc ID 1906521.1)
• Oracle E-Business Suite Extensions for Oracle Endeca Release Notes for Release 12.2 V5 (Doc ID
1663193.1)
• Oracle Order Management User’s guide and Implementation guide

Questions and
Answers

Thank You!


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How to be a “HERO” with

Earl Eldridge , Senior Director

Subhra Datta, Director

September 30, 2014

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 3

Pondering how to resolve those

We have the answers.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 4

1 Order Entry / Validations 6 Selling Services

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 5

1 Order Entry / Validations 6 Selling Services

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 6

“User Defined Attributes (UDA)”

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 7

“Item Orderability Rules”

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 8

1 Order Entry / Validations 6 Selling Services

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 9

“Tolerance” in Credit Check Rule

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 10

 “Credit Hold” puts credit check failure hold on

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 11

 My orders go unexpectedly on hold.

Online Line Level Credit Checking

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 12

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 13

 I need Tax on Freight also to be part

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 14

1 Order Entry / Validations 6 Selling Services

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 15

We have an older product available and want to use that up while

In the reverse situation we need to automatically substitute an item if

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 16

 Need to be able to schedule partial

Enable “Scheduling Auto Split”. The

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 17

Need to schedule multiple lines in

Select “Override ATP” checkbox in

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 18

Make sure the profile OM:AutoSchedule is set to No.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 19

1 Order Entry / Validations 6 Selling Services

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 20

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 21

1 Order Entry / Validations 6 Selling Services

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 22

How can we substitute an item for Internal

Set system parameter “Item Substitution for

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 23

1 Order Entry / Validations 6 Selling Services

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 24

Ordering Subscription Services from OM Subscription attributes in OM

 Tangible and Intangible Subscriptions.

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 25

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 26

1 Order Entry / Validations 6 Selling Services

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 27

 Need to be able create accurate RMAs

Set profile “OM: Enable Configuration

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 28

1 Order Entry / Validations 6 Selling Services

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 29