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Technologies                                                               www.iwarelogic.com




                               Presents



               A CONCISE VIEW OF ORACLE
                  ORDER MANAGEMENT




                               Webinar
                © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Disclaimer
    Technologies                                                                      www.iwarelogic.com


 All other trademarks, service marks and logos used in this webinar are the trademarks,
  service marks or logos of their respective owners.

 The views expressed in this webinar are views of the speakers and do not necessarily
  reflect the views of iWare Logic Pvt. Ltd




                           © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Agenda
    Technologies                                                                      www.iwarelogic.com


   Introduction
   O to C life-cycle
   Drop shipment and back to orders
   MOAC setups
   Key entities of inventory and receivables w.r.t order management (OM)
   Basic setups for oracle order management (OM)
   Corporate and career benefits




                           © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Technologies                                                              www.iwarelogic.com




                   1. INTRODUCTION




               © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Technologies                                                                      www.iwarelogic.com


 Purpose of the Webinar
 Overview
        What is Order Management (OM)?
        Order Management Capabilities
        Integrations




                           © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Technologies                                                              www.iwarelogic.com




                    2. O TO C LIFECYCLE




               © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Technologies                                                                            www.iwarelogic.com




Order Management                                            Shipping Execution


                                                                                       Ship
                                                                                      Confirm
                            Book                   Pick Release
  Enter

                                             Auto-Invoice
  Receivables                                                       Cash Management




                Invoice                 Receipt                Bank Reconciliation




                          © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Entering SO Header Information
  Technologies                                                                www.iwarelogic.com




                   © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Entering SO Line Information
  Technologies                                                                            www.iwarelogic.com




                                                        Order no is generated




                                                                                Click on button




                    © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Release SO
  Technologies                                                                                  www.iwarelogic.com




                                                                                                      5962982




                                                                                   Click on button



                    Check before
                 releasing the order

                        © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Released SO Concurrent Request
  Technologies                                                                www.iwarelogic.com




                       Request
                      Completed

                   © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Ship Confirm SO
  Technologies                                                            The status will   www.iwarelogic.com
                                                                         Change to Closed




                 Click on the
                    Button

                                © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
To find the invoice details
  Technologies                                                                               www.iwarelogic.com

                                                                                 Invoice
                                                                                   Tab




                                                                                           Click on this
                                Click on Actions & Select                                     Button
                              'Additional Line Information'


                      © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Auto-invoice for SO
  Technologies                                   Order                           www.iwarelogic.com
                                                  No




                      © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Technologies                                                                www.iwarelogic.com




         3. DROP SHIP AND BACK TO BACK ORDER




                 © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Drop Shipment
  Technologies                                                                                www.iwarelogic.com




                                          Goods ship to

                    Supplier                                           Customer

                                Invoice                        Invoice
                 Purchase                                                    Purchase Order
                  Order



                                                  Seller

                                            Creates Sales
                                               Order




                               © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Back To Back Order
  Technologies                                                                                  www.iwarelogic.com




                   Supplier                                                      Customer

                              Goods Ship To                Goods Ship To


                 Purchase                                                            Purchase
                  Order                                                               Order




                                                    Seller


                                                 Sales Order


                               © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Technologies                                                              www.iwarelogic.com




                    4. MOAC SET-UPs




               © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Technologies                                                                   www.iwarelogic.com


 Multi-Org Structure
 What is MOAC?
 Set-ups




                        © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Multi-Org Structure
  Technologies                                                                                           www.iwarelogic.com


                                                      Business
                                                       group




                  LEDGER CANADA                                                          LEDGER INDIA



                     Legal                                                                  Legal
                     Entity                                                                 Entity



                                                                                          Operating
     Operating                     Operating                                                unit
       unit                          unit

    Inventory                      Inventory                                               Inventory
   organization                   organization                                            organization




                              © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
What Is MOAC?
    Technologies                                                                        www.iwarelogic.com


 Multiple Organizations in single installation
 One Responsibility Accesses Multiple Operating Units
 Secure Access




                             © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Set-ups
    Technologies                                                                          www.iwarelogic.com


   Define Organizations and Relationships
   Defining and Assigning Responsibilities
   Define Security Profile
   Set the Profile Options at Responsibility Level
   Set Default Operating Unit




                               © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Setting up Operating Unit
  Technologies                                                                 www.iwarelogic.com




                    Set these Profile Options
                     At Responsibility Level




                    © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Technologies                                                              www.iwarelogic.com




5. KEY ENTITIES OF INVENTORY AND RECEIVABLES w.r.t.
                        OM




               © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Inventory
     Technologies                                                                       www.iwarelogic.com


   Inventory Organization
   Sub inventory
   Locators
   Master-Child Organization Relationship




                             © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Sample Inventory Organization Structure
  Technologies                                                                          www.iwarelogic.com




                                             Inventory
                                            Organization




                 Subinventory1                                          Subinventory2




      Locator1                         Locator2                               Locator




                         © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Other Inventory Setups
    Technologies                                                                       www.iwarelogic.com


   UOM
   Item and its OM Attributes
   Inter-Org Shipping Network
   ATP




                            © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Setting up Item OM Attributes
  Technologies                                                                       www.iwarelogic.com




           OM Attribute
             Group




                          © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Receivables
    Technologies                                                                       www.iwarelogic.com


   Trading Community Architecture (TCA)
   Defining Customer Information
   Set the Payment Terms
   Set Invoicing And Accounting Rules




                            © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Defining Customer
  Technologies                                                                 www.iwarelogic.com




                              Customer Name




                    © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Customer Site Address
  Technologies                                                                www.iwarelogic.com




                   © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Set the Payment Terms
  Technologies                                                                              www.iwarelogic.com




                                                                       When you will click on
                                                                       Discounts Button you
                                                                       Can set the discounts
                                                                             Here only




                  © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Other Receivable Set-Ups
    Technologies                                                                       www.iwarelogic.com


   Auto-Accounting Parameters
   Batch Source
   Salesperson
   Credit Check and Holds




                            © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Technologies                                                                    www.iwarelogic.com




               6. BASIC SET-UPs FOR ORACLE ORDER
                       MANAGEMENT (OM)




                     © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Technologies                                                                       www.iwarelogic.com


 Define Profile Options and System Parameters
 Set the Quick-Codes
 Defining Transaction Types
       Line Transaction Type
       Order Transaction Type
       Document Sequence
       Work-flows




                            © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Transaction Line Type
  Technologies                                                                 www.iwarelogic.com




                                                                               Select the
                                                                                Type as
                                                                                 'LINE'




                    © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Transaction Order Type
  Technologies   Select the                                                               www.iwarelogic.com
                  Type as                                          When you will click
                  'ORDER'                                          On approval button
                                                                  This window will open




                                                             Assign the Line Type
                                                                To Order Type

                       © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Other Important Set ups
    Technologies                                                                      www.iwarelogic.com


   Booking The Sales Order
   Document Sequence for Order Numbering
   Order Import Source
   Setting up Processing Constraints




                           © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Other Important Set ups
    Technologies                                                                       www.iwarelogic.com


 Defining Validation Templates
 Defaulting Rules
 Scheduling Levels
       Manual Scheduling
       Auto Scheduling
 Set the Credit Check Rule




                            © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Technologies                                                                    www.iwarelogic.com




               7. CORPORATE AND CAREER BENEFITS




                     © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Technologies                                                                        www.iwarelogic.com


Corporate benefits:
Mapping of Oracle Order Management with other Oracle Applications
Can be integrated with legacy systems
Helps to reduce paper work
Enhancement in features
Supports complex organization structure


Career benefits:
Different certification trainings are available
Gives the Functional exposure of O to C in industry




                              © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Questions and Answers
  Technologies                                                               www.iwarelogic.com




                      Qu
                         est            An
                             ion          sw
                                s
                                               er
                                                 s




                  © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
About iWare Logic
     Technologies                                                                         www.iwarelogic.com


iWare Logic is an Enterprise Business Applications Consulting company, specializing in Oracle
Applications and Technologies.

iWare Logic is an Oracle Gold Partner providing IT Services in areas like Oracle E-Business Suite,
OAF, ADF, BI DW and DBA.

iWare Logic offers Application Development delivery with focus on application customizations,
workflows, integrations, and data conversions. We also provide skilled resources for on-site/off-
shore projects for Oracle Enterprise Applications' Implementations and Support.
For any queries, feel free to drop a mail to info@iwarelogic.com




                               © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
Thank You
  Technologies                                                                   www.iwarelogic.com



                 iWare Logic Technologies Pvt. Ltd.
                 Aditi Samruddhi, Baner, Pune,
                 India - 411045

                 Email: info@iwarelogic.com
                 Website: www.iwarelogic.com




                      © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.

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Free Webcast: A Concise View Of Oracle Order Management (OM)

  • 1. Technologies www.iwarelogic.com Presents A CONCISE VIEW OF ORACLE ORDER MANAGEMENT Webinar © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 2. Disclaimer Technologies www.iwarelogic.com  All other trademarks, service marks and logos used in this webinar are the trademarks, service marks or logos of their respective owners.  The views expressed in this webinar are views of the speakers and do not necessarily reflect the views of iWare Logic Pvt. Ltd © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 3. Agenda Technologies www.iwarelogic.com  Introduction  O to C life-cycle  Drop shipment and back to orders  MOAC setups  Key entities of inventory and receivables w.r.t order management (OM)  Basic setups for oracle order management (OM)  Corporate and career benefits © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 4. Technologies www.iwarelogic.com 1. INTRODUCTION © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 5. Technologies www.iwarelogic.com  Purpose of the Webinar  Overview What is Order Management (OM)? Order Management Capabilities Integrations © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 6. Technologies www.iwarelogic.com 2. O TO C LIFECYCLE © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 7. Technologies www.iwarelogic.com Order Management Shipping Execution Ship Confirm Book Pick Release Enter Auto-Invoice Receivables Cash Management Invoice Receipt Bank Reconciliation © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 8. Entering SO Header Information Technologies www.iwarelogic.com © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 9. Entering SO Line Information Technologies www.iwarelogic.com Order no is generated Click on button © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 10. Release SO Technologies www.iwarelogic.com 5962982 Click on button Check before releasing the order © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 11. Released SO Concurrent Request Technologies www.iwarelogic.com Request Completed © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 12. Ship Confirm SO Technologies The status will www.iwarelogic.com Change to Closed Click on the Button © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 13. To find the invoice details Technologies www.iwarelogic.com Invoice Tab Click on this Click on Actions & Select Button 'Additional Line Information' © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 14. Auto-invoice for SO Technologies Order www.iwarelogic.com No © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 15. Technologies www.iwarelogic.com 3. DROP SHIP AND BACK TO BACK ORDER © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 16. Drop Shipment Technologies www.iwarelogic.com Goods ship to Supplier Customer Invoice Invoice Purchase Purchase Order Order Seller Creates Sales Order © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 17. Back To Back Order Technologies www.iwarelogic.com Supplier Customer Goods Ship To Goods Ship To Purchase Purchase Order Order Seller Sales Order © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 18. Technologies www.iwarelogic.com 4. MOAC SET-UPs © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 19. Technologies www.iwarelogic.com  Multi-Org Structure  What is MOAC?  Set-ups © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 20. Multi-Org Structure Technologies www.iwarelogic.com Business group LEDGER CANADA LEDGER INDIA Legal Legal Entity Entity Operating Operating Operating unit unit unit Inventory Inventory Inventory organization organization organization © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 21. What Is MOAC? Technologies www.iwarelogic.com  Multiple Organizations in single installation  One Responsibility Accesses Multiple Operating Units  Secure Access © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 22. Set-ups Technologies www.iwarelogic.com  Define Organizations and Relationships  Defining and Assigning Responsibilities  Define Security Profile  Set the Profile Options at Responsibility Level  Set Default Operating Unit © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 23. Setting up Operating Unit Technologies www.iwarelogic.com Set these Profile Options At Responsibility Level © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 24. Technologies www.iwarelogic.com 5. KEY ENTITIES OF INVENTORY AND RECEIVABLES w.r.t. OM © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 25. Inventory Technologies www.iwarelogic.com  Inventory Organization  Sub inventory  Locators  Master-Child Organization Relationship © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 26. Sample Inventory Organization Structure Technologies www.iwarelogic.com Inventory Organization Subinventory1 Subinventory2 Locator1 Locator2 Locator © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 27. Other Inventory Setups Technologies www.iwarelogic.com  UOM  Item and its OM Attributes  Inter-Org Shipping Network  ATP © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 28. Setting up Item OM Attributes Technologies www.iwarelogic.com OM Attribute Group © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 29. Receivables Technologies www.iwarelogic.com  Trading Community Architecture (TCA)  Defining Customer Information  Set the Payment Terms  Set Invoicing And Accounting Rules © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 30. Defining Customer Technologies www.iwarelogic.com Customer Name © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 31. Customer Site Address Technologies www.iwarelogic.com © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 32. Set the Payment Terms Technologies www.iwarelogic.com When you will click on Discounts Button you Can set the discounts Here only © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 33. Other Receivable Set-Ups Technologies www.iwarelogic.com  Auto-Accounting Parameters  Batch Source  Salesperson  Credit Check and Holds © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 34. Technologies www.iwarelogic.com 6. BASIC SET-UPs FOR ORACLE ORDER MANAGEMENT (OM) © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 35. Technologies www.iwarelogic.com  Define Profile Options and System Parameters  Set the Quick-Codes  Defining Transaction Types Line Transaction Type Order Transaction Type Document Sequence Work-flows © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 36. Transaction Line Type Technologies www.iwarelogic.com Select the Type as 'LINE' © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 37. Transaction Order Type Technologies Select the www.iwarelogic.com Type as When you will click 'ORDER' On approval button This window will open Assign the Line Type To Order Type © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 38. Other Important Set ups Technologies www.iwarelogic.com  Booking The Sales Order  Document Sequence for Order Numbering  Order Import Source  Setting up Processing Constraints © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 39. Other Important Set ups Technologies www.iwarelogic.com  Defining Validation Templates  Defaulting Rules  Scheduling Levels Manual Scheduling Auto Scheduling  Set the Credit Check Rule © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 40. Technologies www.iwarelogic.com 7. CORPORATE AND CAREER BENEFITS © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 41. Technologies www.iwarelogic.com Corporate benefits: Mapping of Oracle Order Management with other Oracle Applications Can be integrated with legacy systems Helps to reduce paper work Enhancement in features Supports complex organization structure Career benefits: Different certification trainings are available Gives the Functional exposure of O to C in industry © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 42. Questions and Answers Technologies www.iwarelogic.com Qu est An ion sw s er s © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 43. About iWare Logic Technologies www.iwarelogic.com iWare Logic is an Enterprise Business Applications Consulting company, specializing in Oracle Applications and Technologies. iWare Logic is an Oracle Gold Partner providing IT Services in areas like Oracle E-Business Suite, OAF, ADF, BI DW and DBA. iWare Logic offers Application Development delivery with focus on application customizations, workflows, integrations, and data conversions. We also provide skilled resources for on-site/off- shore projects for Oracle Enterprise Applications' Implementations and Support. For any queries, feel free to drop a mail to info@iwarelogic.com © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.
  • 44. Thank You Technologies www.iwarelogic.com iWare Logic Technologies Pvt. Ltd. Aditi Samruddhi, Baner, Pune, India - 411045 Email: info@iwarelogic.com Website: www.iwarelogic.com © Copyright 2005-2012 iWare Logic Technologies Pvt. Ltd.