2. Sensitivity: Internal & Restricted
• Oracle Order Management improves the entire ordering and
fulfillment process across the order-to-cash lifecycle. Increase
customer satisfaction and order profitability with an integrated,
centrally managed, and globally-available platform for order
management.
• Order to cash normally refers to one of the top-level business process
for receiving and processing customer orders.
What is Order Management?
3. Sensitivity: Internal & Restricted
Mandatory Setup’s
• OM Profile Options
• Shipping Parameters
• Transactions Types for OM
• Define Document Sequence
• Define Document Category
• Assign Document Sequence to Category and Transaction Type
• Define Grants and Roles and assign to user
• Define Customer & Profile Class for Customers
• OM System Parameters
• Set QP Item Validation Profile Option
• Define Primary Price List( To Define Price list we need Pricing Responsibility)
• Define Secondary Price List and assign to Primary Price List, Transaction type
• Define Sales person
• Define Shipping Method/Define Carrier and assign to transaction type
• Inventory Picking Rule
4. Sensitivity: Internal & Restricted
OM Profile Options
Navigation: System Administrator -> Profile -> System
• HR: Business Group: TL IND Business Group
• HR: Security Profile: TL IND Business Group
• GL: Ledger Name: TL IND PL
• HR: User Type: HR User
• MO: Operating Unit: TL South Operating Unit.
• MO: Default Operating Unit: TL South Operating Unit
5. Sensitivity: Internal & Restricted
Shipping Parameters
Release Sequence Rule:
Based on the given priority sales orders released, Release Seq Rule is based on five attributes.
The order in which sales orders are filled could be very important. If a company has a problem of running out of material
before all of their orders have been filled it is very important that they have filled their most important orders first.
Order number, Outstanding invoice value , Schedule date, Departure date, Shipment Priority
Pick Slip Grouping Rule
Select from the following criteria: order number, carrier, sub inventory, shipment priority, Grouping rules allow you to specify the
criteria by which released picking lines are grouped.
Customer, departure, ship to, and delivery.
If you select Order Number, for example, all picking lines with the same order number are grouped on the same pick slip.
If you select group by Carrier and Customer, all picking lines with the same freight carrier and customer are grouped on a pick slip.
Define default stage Sub Inventory
After picking, material will be moved from source sub inventory to Staging area (I.e. material is ready to ship)
6. Sensitivity: Internal & Restricted
Shipping Parameters
Document Set For Pick Release
After the picking activity, list of reports generated automatically based on this setup.
[N]: OM->Setup -> Shipping -> Documents -> Document Sets
Reports
Pick slip report.
Shipping Exception Report.
Document Set For Ship Confirm
After the shipping activity, list of reports generated automatically based on this setup
[N]: OM->Setup-> Shipping -> Documents -> Document Sets
Reports
Shipping Exception Report.
Pack slip report.
Commercial invoice.
Bill of lading.
Vehicle Load sheet details.
Interface trip stop.
7. Sensitivity: Internal & Restricted
Shipping Parameters
[N]: Setup-> Shipping-> Shipping Parameters
General:
You can define the shipping weight and volume unit of measure classes, criteria for calculating percent fill basis like weight,
volume, or quantity, and shipping events at which export compliance screening will be performed. (Screening is only applicable if
Oracle Shipping Execution is integrated with a third party ITM partner application).
Pick Release:
You can define Release Sequence rules and Pick Slip Grouping rules, limiting the number of lines in the pick slip, printing
behavior, document set to be printed at pick release, default staging sub inventory, locator, and decision points to auto create delivery,
auto allocation, enforcing ship sets and ship models, and task planning at the time of pick release.
**Auto Allocate:
Enable : After picking automatically pick wave move order generated and material will be automatically moved from source sub
inventory to the staging area.
Disable: After picking pick wave move order generated but manually move stock from source sub inventory to the staging area.
**Auto create delivery:
Enable: After picking automatically delivery numbers generated.
Disable: After picking manually delivery numbers has to be generated.
8. Sensitivity: Internal & Restricted
Shipping Parameters
Shipping Transaction:
You can define document sets to be printed at the time of ship confirm, ship confirm rule, auto-pack options, goods
dispatched (COGS) account and whether to enforce packing in containers.
Delivery: You can define the attributes forming the basis of delivery grouping for the organization.
LPN Number: License Plate Number is a unique number provided to containers.
Note: LPN Number generation is possible for only WMS Enabled organizations
Navigation to verify Inv org is WMS enable or not
[N]: Inventory -> Setup -> Organizations -> Query Inv org
WMS Enable:
Inventory organization is WMS Enabled
Inventory organization is not WMS Enabled
9. Sensitivity: Internal & Restricted
Transaction Types For OM
Transaction types are used to associate workflows for various phases of sales order. Also we can assign some of the values here that
become default values on the sales order
Define Line Transaction Type:
[N]: OM->Setup->Transaction Types->Define
Define Header Transaction Type:
[N]: OM->Setup->Transaction Types->Define
Assigning line transaction type to the header, Click on ‘Assign Line Flows’
10. Sensitivity: Internal & Restricted
Define Document Sequence & Document Category
Define Document Sequence :
Automatically generates sales order numbers. Document sequence must be assigned to the transaction type (order type).
[N]: OM->Setup->Documents-> Define
Define Document Category :
[N]: OM->Setup->Documents->Categories
Assign Document Sequence to Category and Transaction Type
[N]: OM->Setup->Documents->Assign
11. Sensitivity: Internal & Restricted
Define Grants and Roles and Assign to User
Granting picker and shipper privileges to the user.
• Define Role for the Picker and Shipper :
[N]: OM->Setup->Shipping->Grants and Role definitions->Define Roles
Disable all the functions under ‘Trips, Stops, Deliveries, General, Message’
Under Lines/LPNs
Enable ‘Launch Pick Release’ Function mandatorily.
Disable all the functions under ‘Trips, Stops, Lines/LPNs, General and Message’
Under Deliveries
Enable ‘Ship Confirm’ Function mandatorily
• Assign Roles (Picker, Shipper) to the user
[N]: OM->Setup->Shipping->Grants and Role definitions->Grants
12. Sensitivity: Internal & Restricted
Define Customer & Customer Profile Class
Define Customer
[N]: OM->Customers->Standard
Note: Define your own profile by providing credit limit to different currencies (at least for 3 currencies) and update “Default” Profile
Class Currencies with some value and use your own profile class while defining the customer.
Define Profile Class for Customer
[N]: OM->Customers-> Profile Class
**Dunning Letters: Sent to the customer incase of late payments.
OM System Parameters
• Items defined in the inventory will flow to the order management based on this setup.
• This configuration links between inventory and order management.
[N]: OM->Setup->System Parameters->values
Set QP Item Validation Profile Option.
• Items are defined in the inventory will flow to the pricing because of this setup
• This is the link between inventory and advance pricing.
[N]: System administrator -> Profile ->System
13. Sensitivity: Internal & Restricted
Define Primary Price List & Secondary Pricelist
Define Primary Price List:-
[N]: Pricing Responsibility-> Price Lists-> Price List Setup
Note: If the item price is fixed then provide item selling prices in primary price list itself.
If the item prices are fluctuating through the year then provide item selling prices in secondary price list and attach to primary price
list
Define Secondary Price List and assign to Primary Price List, Transaction type.
[N]: Pricing Responsibility -> Price Lists-> Price List Setup
15. Sensitivity: Internal & Restricted
Inventory Picking Rule
A user–defined set of criteria and priorities, Order Management uses when picking items out of finished goods inventory to
ship to a customer. Picking rules are defined in Oracle Inventory.
Steps:
Define picking rule
Picking rule can be associated to Org level and item level (first priority)
Test the functionality
