Basics of Oracle Order Management

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Basics of Oracle Order Management

  1. 1. Copyright © 2007, Oracle. All rights reserved. Oracle Order Management Manufacturing Functional Foundation
  2. 2. Copyright © 2007, Oracle. All rights reserved. Objectives After completing this lesson, you should be able to do the following: • Describe the Order Management process flow • Identify the Entity Relationship Diagrams (ERDs) and major tables used in Order Management • Discuss the open interfaces and Application Programming Interfaces (APIs) for Order Management
  3. 3. Copyright © 2007, Oracle. All rights reserved. Agenda • Order Management Overview • Order Management Transactions and Entity Relationship Diagrams (ERDs) • Order Management Application Programming Interfaces (APIs) and Open Interfaces
  4. 4. Copyright © 2007, Oracle. All rights reserved. Order to Cash Lifecycle Bank ReconciliationInvoice Pick Release Book Orders Receiving Payment Enter and Price Orders Receivables Ship Confirm Order Management AutoInvoice Cash Management Shipping Execution
  5. 5. Copyright © 2007, Oracle. All rights reserved. Order Entry Enter a (Quick)Sales Order, Blanket Sales Agreement, Drop Shipment, Internal Order or Copy an Order Import from CRM (Quoting / iStore) EDI / XML Order Import Interface Order
  6. 6. Copyright © 2007, Oracle. All rights reserved. Managing Orders View and perform actions on Orders Order Lines Find in the Order Organizer or Query in the Sales Orders or Pricing and Availability windows
  7. 7. Copyright © 2007, Oracle. All rights reserved. Basic Pricing Basic pricing, integrated in Order Management, enables you to: • Set up price lists and secondary lists • Create static formulas • Calculate discounts by percentage or amount • Apply surcharges, freight, and special charges • Set up pricing agreements • Define attributes for pricing contexts • Set Government Service Administration (GSA) pricing
  8. 8. Copyright © 2007, Oracle. All rights reserved. Enter order line with item(s) / service Price list or agreement is called for pricing the item Unit price is calculated on the order line for the item(s) / service Modifiers are applied to change the listed price Pricing Process
  9. 9. Copyright © 2007, Oracle. All rights reserved. Sales Order Scheduling Schedule Actions Description ATP Inquiry Makes delivery commitments to customers when taking orders, or to verify from where lines can be fulfilled. Schedule / Unschedule Provides schedule dates and warehouses that will fulfill the customers requests. Reserve / Unreserve Allocates inventory to specific order lines from a warehouse, subinventory, lot, or revision.
  10. 10. Copyright © 2007, Oracle. All rights reserved. Order Management Integration Product Suite Product(s) Supply Chain Management Inventory, Bill of Material, Install Base, Configurator, Pricing, Shipping, DBI, Planning Financials (including Procurements) Receivables, Payments, Credit Management, GL, TCA, eBTax CRM (including JTF) Quoting, iStore, Web Analytics Miscellaneous Workflow, XML Gateway, e-Commerce Gateway And many more…
  11. 11. Copyright © 2007, Oracle. All rights reserved. Oracle Order Management Suite • Order Management • Shipping Execution • Configurator • Advanced Pricing • Release Management • e-Commerce / XML Gateway
  12. 12. Copyright © 2007, Oracle. All rights reserved. Shipping Execution Overview • Trip and Delivery Planning • Picking Release • Ship Confirm Pick Release Ship Confirm
  13. 13. Copyright © 2007, Oracle. All rights reserved. Configurator Overview Configurator includes: • Pick to Order /Kits • Assemble to Order • Configure to Order
  14. 14. Copyright © 2007, Oracle. All rights reserved. Advanced Pricing Overview Entered order line Multiple Price lists or agreements Unit price More Modifiers, Point/Range Price Breaks, and Dynamic Formulas
  15. 15. Copyright © 2007, Oracle. All rights reserved. Release Management Overview Customer Demand Order Management
  16. 16. Copyright © 2007, Oracle. All rights reserved. e-Commerce / XML Gateway Overview Order Management EDI / XML Gateway
  17. 17. Copyright © 2007, Oracle. All rights reserved. Agenda • Order Management Overview • Order Management Transactions and Entity Relationship Diagrams (ERDs) • Order Management Application Programming Interfaces (APIs) and Open Interfaces
  18. 18. Copyright © 2007, Oracle. All rights reserved. Sales Order Window Enter, view, and update sales orders using the Sales Orders window. You can also enter returns using the Sales Orders window.
  19. 19. Copyright © 2007, Oracle. All rights reserved. Order Management Summary
  20. 20. Copyright © 2007, Oracle. All rights reserved. OE_ORDER_HEADERS_ALL • This table stores information about order headers. • Each row includes the customer name, order type, and payment information. • The order header remains open until all lines are closed and then is closed as part of the end of month process.
  21. 21. Copyright © 2007, Oracle. All rights reserved. OE_ORDER_LINES_ALL • This table stores information about order lines. • Each row includes the customer bill-to and ship-to as well as the item ordered, pricing, and shipping information. • Each order line follows its own workflow path. Therefore a mixed order can contain both order and return lines.
  22. 22. Copyright © 2007, Oracle. All rights reserved. OE_TRANSACTION_TYPES_ALL • This table stores information about transaction types. • Each row includes the workflow that the order and lines will follow to complete the process as well as other defaults such as invoice rules, accounting rules and shipping information. • There are no seeded default transaction types. There are seeded workflows that can be used to create the transaction types.
  23. 23. Copyright © 2007, Oracle. All rights reserved. OE_PAYMENTS • This table stores information about payment types.
  24. 24. Copyright © 2007, Oracle. All rights reserved. OE_ORDER_HOLDS_ALL • This table stores information about order holds. • Oracle Order Management provides you with the ability to apply holds to orders, returns, and lines in the Sales Orders window. In addition, you can apply holds for existing or future single or multiple orders, returns, and lines. • Each row contains the information on one hold including who placed it and who released it.
  25. 25. Copyright © 2007, Oracle. All rights reserved. QP_LIST_HEADERS_B • This table stores information about price list headers. • Price lists contain item and item category prices. You can define and maintain multiple price lists. • Each row includes list name, description, and currency information.
  26. 26. Copyright © 2007, Oracle. All rights reserved. QP_LIST_LINES • This table stores information about price list lines. • Each row includes list items, pricing, qualifiers, secondary price list, and pricing formulas. • You can define the following types of prices on price lists: – Unit price: Price of the item / service. – Percent Price: Price of the service item calculated as percent of the item’s price – Formula: Multiple pricing entities and constant values related by arithmetic operators. – Price Break: If the price of an item varies with the quantity ordered, you can define bracket pricing or price breaks.
  27. 27. Copyright © 2007, Oracle. All rights reserved. Agenda • Order Management Overview • Order Management Transactions and Entity Relationship Diagrams (ERDs) • Order Management Application Programming Interfaces (APIs) and Open Interfaces
  28. 28. Copyright © 2007, Oracle. All rights reserved. Order Management Interfaces • Process Order API • Order Import Interface • Receivables (Invoice) Interface • Ship Confirm Interface • And Many More…
  29. 29. Copyright © 2007, Oracle. All rights reserved. Import Orders Concurrent Program Order Import can import new, changed, and completed sales orders or returns from other applications such as a legacy system.
  30. 30. Copyright © 2007, Oracle. All rights reserved. Order Import Process
  31. 31. Copyright © 2007, Oracle. All rights reserved. OE_HEADERS_IFACE_ALL • This table stores information about Order Import Header records for transactions imported into Oracle Order Management. • Each row contains information on the originating source, the change requested, pricing, shipping methods, freight terms, and original transaction. OrderSource
  32. 32. Copyright © 2007, Oracle. All rights reserved. OE_LINES_IFACE_ALL • This table stores information about order lines that are imported from feeder systems into Oracle Order Management. • Each row includes information on the originating system, change that was made, shipment details, items details, and original transaction.
  33. 33. Copyright © 2007, Oracle. All rights reserved. OE_CREDITS_IFACE_ALL • This table stores information about order sales credits that are to be imported into Order Management. • Each row includes information on the originating system, the changes made, and the sales credits. Credit Order Management
  34. 34. Copyright © 2007, Oracle. All rights reserved. Process Order API Inserting Validating Updating Deleting
  35. 35. Copyright © 2007, Oracle. All rights reserved. Summary In this lesson, you should have learned how to: • Describe the Order Management process flow • Identify the major tables used in Order Management • Discuss the open interfaces and APIs for Order Management

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