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Improve Business Processes
with Oracle Order Management Cloud
Matt Makowsky
Director, Oracle ERP Cloud
matt.makowsky@perficient.com
Raja Chinthapally
Solutions Architect
raja.chinthapa...
3
Agenda
• About Perficient
• Cloud vs. EBS, Future Outlook
• Sales Order Flow
• Drop Shipments
• Q&A
4
About Perficient
Perficient is the leading digital transformation
consulting firm serving Global 2000 and enterprise
cus...
5
Perficient Profile
Founded in 1997
Public, NASDAQ: PRFT
2016 revenue $487 million
Major market locations:
Allentown, Atl...
6
The following is intended to outline Oracle’s general product direction. It is intended for information
purposes only, a...
7
Cloud vs. EBS On-Premises
More User Friendly
• One unified look and feel across the entire application
• The “clunkiness...
8
Modern ERP Experience
• Most setups can now be uploaded by Excel
• All setups can be exported and imported into a new En...
9
A Very Bright Future Ahead
Release 13 is on the horizon, bringing new
modules with advanced functionality, especially
in...
10
Ready for Prime Time with B-O-B Integrations
11
A Totally Fresh and New Experience
12
EBS Home Screen
13
EBS “Core Forms” Navigator
14
Cloud Home Screen/Navigator
Order Management in the
Cloud
16
Order Management Cloud Service
17
Order Management
18
Functional Integration Touchpoints
19
Order Management – Infotiles with Drilldown
Sales Order Flow
21
Order Management
22
Sales Order Creation – Header Creation
23
Sales Order Creation
24
Sales Order Creation – Review and Update Sales Splits
25
Sales Order Creation – View Pricing Strategy
26
Sales Order Creation – View Pricing Strategy
27
Sales Order Creation – Item Entry
28
Sales Order Creation – Live Stock Validation
29
Sales Order Creation – View Pricing Calculation
30
Sales Order Creation – View Pricing Calculation
31
Sales Order – Add Shipping Information
32
Sales Order – Select Source
33
Sales Order – View Availability
34
Sales Order – View Fulfillment
35
Order Fulfillment View
36
Order Fulfillment View
37
Pick Release
38
Shipping
39
Shipment Details
40
Ship Confirm
41
Confirmation
42
Order Fulfillment Status
43
Receivables
44
Receivables Invoice
45
Receivables Invoice
46
Receivables Invoice
47
Order Fulfillment Status
Drop Ship Flow
49
Drop Ship Sales Order and Purchase Order
A drop shipment is a supplier-to-customer direct shipment. The following are n...
50
Drop Ship Integration Points
• Order Management sends request to Global Order Promising to schedule order
• Global Orde...
51
Create a Drop Ship
Create a Drop Ship Sales order with
source as Supplier
52
Review Fulfillment Line Status
Notice a Requisition and a Purchase Order are
automatically generated by the Order Orche...
53
54
Match Payables Invoice to the Purchase Order
Order Management creates the receipt and updates the
delivery Status, When...
55
Update Drop Ship Sales Order Status
The following scheduled processes handle processing:
• Transfer Invoice Details to ...
56
Import Receivables Invoice
Run Import Autoinvoice Standard process to import invoices into receivables.
57
Review Receivables Invoice
Questions
Type your question into the chat box
59
Next up:
[Webinar] Discoverer to Oracle Business Analytics
Tuesday, September 19th
[Event] Oracle OpenWorld
October 1-5...
Thank You
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Improve Your Business Processes with Oracle Order Management Cloud

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According to IDC, by 2019, 50% of manufacturing supply chains will have benefited from digital transformation, with the remainder held back by outdated business models or functional structures.

Improving business processes is a top supply chain priority, especially in a digitally enabled world. If you’re looking to modernize your supply chain by making a move to the cloud, this is an opportunity to see the look and feel of Oracle Supply Chain Management Cloud with a drill-down into Drop Ship.

We covered:

-Key benefits and features of Oracle Order Management Cloud
-Drill-down into drop shipment functionality
-Key components for a successful implementation
-Client success story

Published in: Technology
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Improve Your Business Processes with Oracle Order Management Cloud

  1. 1. Improve Business Processes with Oracle Order Management Cloud
  2. 2. Matt Makowsky Director, Oracle ERP Cloud matt.makowsky@perficient.com Raja Chinthapally Solutions Architect raja.chinthapally@perficient.com
  3. 3. 3 Agenda • About Perficient • Cloud vs. EBS, Future Outlook • Sales Order Flow • Drop Shipments • Q&A
  4. 4. 4 About Perficient Perficient is the leading digital transformation consulting firm serving Global 2000 and enterprise customers throughout North America. With unparalleled information technology, management consulting, and creative capabilities, Perficient and its Perficient Digital agency deliver vision, execution, and value with outstanding digital experience, business optimization, and industry solutions.
  5. 5. 5 Perficient Profile Founded in 1997 Public, NASDAQ: PRFT 2016 revenue $487 million Major market locations: Allentown, Atlanta, Ann Arbor, Boston, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Lafayette, Milwaukee, Minneapolis, New York City, Northern California, Oxford (UK), Southern California, St. Louis, Toronto Global delivery centers in China and India 3,000+ colleagues Dedicated solution practices ~95% repeat business rate Alliance partnerships with major technology vendors Multiple vendor/industry technology and growth awards
  6. 6. 6 The following is intended to outline Oracle’s general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Oracle Safe Harbor Statement
  7. 7. 7 Cloud vs. EBS On-Premises More User Friendly • One unified look and feel across the entire application • The “clunkiness” of HTML and Java form switching is gone • “Infotiles” (live dashboards) navigate you throughout your day • No more need to VPN. All you need is a browser on any device (mobile or desktop) Role-based Security • One user can have many roles, which means many business units, ledgers, and functions across all applications • Users will no longer need to switch responsibilities • Users have access to the business units and ledgers they should without creating hundreds of custom responsibilities “Live” Actionable Workflows in all the SCM modules • Batch Processing from the EBS days is all but gone • Exception based rules drive efficiencies with the use of actionable dashboards Easily Accessible with PaaS • Real Time Inventory Availability and Fulfillment capabilities from your customer facing web and mobile apps through the use of “Platform-as-a-Service” or PaaS
  8. 8. 8 Modern ERP Experience • Most setups can now be uploaded by Excel • All setups can be exported and imported into a new Environment • Standardized business flows fit almost all organizations, reduce need for your EBS customizations • Use PaaS to integrate with proprietary business functions • Keep SCM and financials up to date in real time • Synchronize Customers, Vendors, Invoices, Inventory with third-party systems • Use Oracle’s new “Order Management Orchestration” to fulfill orders instantly from ALL sources and automatically determine if an order is sent from Inventory or drop shipped directly from a vendor • Using Configure, Price, Quote – Your sales associates have instant access to customize products, promise delivery dates, and give accurate pricing – IN REAL TIME.
  9. 9. 9 A Very Bright Future Ahead Release 13 is on the horizon, bringing new modules with advanced functionality, especially in the SCM space • Process Manufacturing • Enterprise Asset Management (Maintenance) • Advanced Costing Models • Demand Management and Supply Planning • New Integration between SCM and TOA field services applications • Better, Friendlier, Faster User Interface, and Mobile Apps • ERP Cloud is the clear leader in Gartner Group’s “Magic Quadrant” © 2017 Gartner Group
  10. 10. 10 Ready for Prime Time with B-O-B Integrations
  11. 11. 11 A Totally Fresh and New Experience
  12. 12. 12 EBS Home Screen
  13. 13. 13 EBS “Core Forms” Navigator
  14. 14. 14 Cloud Home Screen/Navigator
  15. 15. Order Management in the Cloud
  16. 16. 16 Order Management Cloud Service
  17. 17. 17 Order Management
  18. 18. 18 Functional Integration Touchpoints
  19. 19. 19 Order Management – Infotiles with Drilldown
  20. 20. Sales Order Flow
  21. 21. 21 Order Management
  22. 22. 22 Sales Order Creation – Header Creation
  23. 23. 23 Sales Order Creation
  24. 24. 24 Sales Order Creation – Review and Update Sales Splits
  25. 25. 25 Sales Order Creation – View Pricing Strategy
  26. 26. 26 Sales Order Creation – View Pricing Strategy
  27. 27. 27 Sales Order Creation – Item Entry
  28. 28. 28 Sales Order Creation – Live Stock Validation
  29. 29. 29 Sales Order Creation – View Pricing Calculation
  30. 30. 30 Sales Order Creation – View Pricing Calculation
  31. 31. 31 Sales Order – Add Shipping Information
  32. 32. 32 Sales Order – Select Source
  33. 33. 33 Sales Order – View Availability
  34. 34. 34 Sales Order – View Fulfillment
  35. 35. 35 Order Fulfillment View
  36. 36. 36 Order Fulfillment View
  37. 37. 37 Pick Release
  38. 38. 38 Shipping
  39. 39. 39 Shipment Details
  40. 40. 40 Ship Confirm
  41. 41. 41 Confirmation
  42. 42. 42 Order Fulfillment Status
  43. 43. 43 Receivables
  44. 44. 44 Receivables Invoice
  45. 45. 45 Receivables Invoice
  46. 46. 46 Receivables Invoice
  47. 47. 47 Order Fulfillment Status
  48. 48. Drop Ship Flow
  49. 49. 49 Drop Ship Sales Order and Purchase Order A drop shipment is a supplier-to-customer direct shipment. The following are needed to support the drop ship process: • One Sales Order (SO) to one Purchase Order (PO) for each supplier • Customer information is shared with the supplier • The seller bills the customer and pays the supplier
  50. 50. 50 Drop Ship Integration Points • Order Management sends request to Global Order Promising to schedule order • Global Order Promising checks sourcing rules to promise the order • Global Order Promising assigns supplier and responds to Order Management • Order Management now knows that the order is to be drop shipped • Fulfillment Line is set to Scheduled status • Order Management sends a purchase request to Procurement • Procurement creates a requisition • Fulfillment Line status is Requisition Created • Purchase order is created and sent to Supplier for fulfillment • Fulfillment Line status is Awaiting Shipping
  51. 51. 51 Create a Drop Ship Create a Drop Ship Sales order with source as Supplier
  52. 52. 52 Review Fulfillment Line Status Notice a Requisition and a Purchase Order are automatically generated by the Order Orchestration process.
  53. 53. 53
  54. 54. 54 Match Payables Invoice to the Purchase Order Order Management creates the receipt and updates the delivery Status, When you create a Invoice matched to the purchase order that the drop ship references.
  55. 55. 55 Update Drop Ship Sales Order Status The following scheduled processes handle processing: • Transfer Invoice Details to Supply Chain Financial Flow Orchestration: Sends details about validated invoices, canceled invoices, and corrected invoices to Financial Orchestration. • Transfer Ownership Chain Events to Receiving: Sends details about the AP Invoice Match from Financial Orchestration to the receiving process. • Manage Receiving Transactions: This process validates and processes the receipt transactions received into open interfaces automatically without user intervention.
  56. 56. 56 Import Receivables Invoice Run Import Autoinvoice Standard process to import invoices into receivables.
  57. 57. 57 Review Receivables Invoice
  58. 58. Questions Type your question into the chat box
  59. 59. 59 Next up: [Webinar] Discoverer to Oracle Business Analytics Tuesday, September 19th [Event] Oracle OpenWorld October 1-5, 2017 Follow Us Online • Perficient.com/SocialMedia • Facebook.com/Perficient • Twitter.com/PRFT_Oracle • Blogs.perficient.com/Oracle
  60. 60. Thank You

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