Order Management Training

1 ---Confidential

Three cycles in Oracle Applications  Plan to make.  Order to cash  Procure to Pay



Basic Order Process Customer Invoice Order Order Shipping Sales Department Inventory 3 ---Confidential .

Basic Order Process Flow 1 Customer requests order 2 Enter order 3 Book order 4 Schedule Release order 5 Ship product and update inventory 6 Invoice the customer Complete ---Confidential 4 .


ORDER MANAGEMENT-----SETUP STEPS MANAGEMENT-----SETUP Step 1--Flexfields Define key and descriptive Flexfields to capture additional information about orders and transactions. Several defaulting values are provided. and optional if you plan on using the functionality surrounding Descriptive Flexfields. 6 ---Confidential . This step is required for Key Flexfields.

This step is optional. 7 ---Confidential . Step 2---Multiple Organizations Define multiple organizations in Oracle Inventory.

Your item validation organization can be the same as your inventory source or your logical receiving organization. subinventories.Step 3---Inventory Organizations  Define inventory organizations (warehouses). If you plan to drop ship some orders. you must also define at least one logical organization for receiving purposes. but you cannot use one organization for all three purposes. 8 ---Confidential .  You must define at least one item validation organization and at least one organization that acts as an inventory source for orders fulfilled internally. and picking rules in Oracle Inventory. parameters.

 ---Confidential .Step 4---Profile Options 4---Profile Define profile options to specify certain implementation parameters. and system options. processing options.  This step is required.

This step is required if you plan on transferring invoicing information to Oracle Receivables. 10 ---Confidential . rates. This step is required. territories. exceptions. and operating unit defaults. such as codes. and invoice sources. including payment terms. Auto accounting parameters. and exemptions. Step 6---Invoicing Define invoicing information. This step is required. Step 7---Tax Define tax features. invoicing and accounting rules. Several defaulting values are provided.   Step 5---Parameters Set your Order Management Parameters to validate items. enable customer relationships.

   Step 8---QuickCodes Define QuickCodes that provide custom values for many lists of values throughout Order Management. This step is required. This step is required. Step 10---Document Sequences (Order Numbering) Define Document Sequences for automatic or manual numbering of orders. This step is required if you plan on creating user defined QuickCodes for utilization within Order Management. 11 ---Confidential . Step 9---Workflow Define order and line processing flows to meet different order and line type requirements. Defaulting values are provided.

-----INV  12 ---Confidential . This is done in Purchasing. including item attribute controls.  Step 12---Units of Measure Define the units of measure in which you supply items. categories. and statuses. This step is required. This step is required if you plan on importing orders or returns into Order Management. -----INV  Step 13---Item Information Define item information. This step is required.Step 11---Order Import Sources Define sources for importing orders into Order Management.

This step is required. Several defaulting values are provided. --AR 13 ---Confidential . as well as container items. Optionally. This step is required if you plan on using the functionality surrounding Customer Profiles. Step 16---Customer Classes Define customer profile classes.   Step 14---Items Define the items that you sell. This step is required. -----INV Step 15---Pricing Define price lists for each combination of item and unit of measure that you sell. you can define pricing rules and parameters to add flexibility.

For each order type. This step is required. defaulting rules. you can assign a default price list. ---AR Step 18---Item Cross-References Define item cross-references---INV Step 19---Order Management Transaction Types (Order and Line Types) Define Order Management transaction types to classify orders and returns. order lines. This step is required. 14 ---Confidential . line types. return lines.   Step 17---Customers Define information on your customers. workflow assignments. payment terms. and freight terms.

Step 21---Processing Constraints Define processing constraints to prevent users from adding updating. or create your own. and cancelling order or return information beyond certain points in your order cycles. deleting. Use the constraints Order Management provides.  Step 20---Cost of Goods Sold (COGS) Set up your Cost of Goods Sold Accounting Flexfields combination (COGS Account) in Oracle Inventory. Several default values for processing constraints have been defined. which prevent data integrity violations. 15 ---Confidential . splitting lines. This step is optional.

This step is required if you plan on performing any type of order credit checking.   Step 22---Defaulting Rules Define defaulting rules to determine the source and prioritization for defaulting order information to reduce the amount of information you must enter manually in the Sales Orders window. This step is optional. This step is required if you plan on performing automatic hold for orders or returns. Step 23---Credit Checking Define your credit checking rules. 16 ---Confidential . Step 24---Holds Define automatic holds to apply to orders and returns.

 Step 27---Shipping Define shipping parameters in Oracle Shipping Execution. This step is required.Step 25---Attachments Define standard documents to attach automatically to orders and returns.  17 ---Confidential .  Step 26---Freight Charges and Carriers Define freight charges and freight carriers to specify on orders. This step is optional. This step is required if you plan on charging customers for freight or additional order charges.

Define a sequence. Create a price list with the items you created. second for line returns.To create a sales order      Set up of organization parameters. Then assign this sequence to the order type you are using and order number comes from the order type 18 ---Confidential . and assign these both in an order type. as how your order documents numbers should come. Create an order type/transaction type. which includes 2 line types one for the line orders.

 Then assign these 2 things (4.  From the above things you can create a sales order.  Define shipping documents.  19 ---Confidential .To create a sales order contd..) in the shipping parameters. Define pick slip grouping rules and pick release sequence rules. & 5.

BACK ORDERED  If the items are coming back from the staging area to the source subinventory. ---Confidential 20 .

Then we do RMA to accept that back ---Confidential 21 .RMA  If the material is coming back from customers after reaching them.

DROP SHIPMENT  Supplying material to your customers by getting it from a external source (supplier) ---Confidential 22 .

Vendor Drop Ship or Combination Standard with Drop Ship Order Flow Enter order Drop Ship: Yes or No? Drop Ship Item Send to Purchasing Supplier ship confirmation Internally Sourced Item Schedule Ship and update inventory Create invoice Close sales order ---Confidential 23 .

---Confidential 24 .Internal sales order  Getting material from any of the other organization by means of a internal requisition.

Internal Order Flow Requestor Manually create Demand Import or reschedule requisitions Approve requisition Create internal sales order Order entry Schedule order Pick Release Inventory Expense Direct Intransit Ship confirm Receive Inventory Expense 25 ---Confidential .

other sources ---Confidential 26 . electronic sources  Consulting services. articles.Where to Get More Information  Other training sessions  List books.

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other sources ---Confidential 28 .Where to Get More Information  Other training sessions  List books. electronic sources  Consulting services. articles.

electronic sources  Consulting services. articles. other sources ---Confidential 29 .Where to Get More Information  Other training sessions  List books.

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