Transcript of EDU43E6Y
Overview of Oracle Order ManagementOverview of Oracle Order
Management
Copyright © 2007, Oracle. All rights reserved.
Objectives
Describe Oracle Order Management and its main components
Explain the capabilities of Oracle Order Management
Identify the other products that Oracle Order Management integrates
with
Copyright © 2007, Oracle. All rights reserved.
What is Oracle Order Management?
Overview of Oracle Order Management
Order Capture and Order Fulfillment
What is Oracle Order Management?
Oracle Order Management is the central product used to capture and
fulfill different types orders and returns from different sources.
Some of the order types that are supported by Oracle Order
Management are: Orders with standard items, orders with service
items (warranties), orders with PTO Models and PTO Kits, orders
with ATO Models and Kits, orders with CTO items, returns, drop
shipments, sales agreements with releases, back to back and
internal orders.
Using the Oracle Workflow engine, you can model and execute any
order process. You can customize workflow processes to reflect your
business practices.
Order Capture
You can get orders from various sources: Import, EDI/XML, CRM,
entry, etc. The Sales Orders and Quick Sales Orders window enable
you to enter, view and search for orders and returns. The Order
Organizer window enables you to search for orders based on multiple
criteria, perform mass updates and scheduling operations on many
orders and lines at a time. Using the e-Commerce (EDI) Gateway and
the XML Gateway you can bring in orders from other legacy systems
and with the help of Order Import (Order Import API which in turn
calls Process Order API) you can convert them into the format that
Oracle Order Management accepts. Within e-Business Suite, you can
obtain orders from the online store (iStore of CRM) or Quoting and
use them in Oracle Order Management.
Process Order API is used to receive any entered or imported
orders. Process Order API is used to perform operations like
create, update, delete on all the objects (header, line, pricing
entities) of the sales orders window. When an order is captured,
Process Order API performs tasks like Attribute Level Security
Check, Attribute Validation, Defaulting, Record Validation,
Database Write, Cross Record and Cross Entity logic to ensure data
integrity and consistency.
Order Fulfillment
The Order Fulfillment process enables you to fulfill orders of
various types, some of which are Internal Orders, Back-to-Back
Orders, Drop Shipments, Configure to Order etc.
The fulfillment activity is actually a seeded workflow activity
(FULFILL_LINE) and it ensures that the order lines are ready for
completion. There are two activities which are considered
fulfillment method activities in the seeded OM workflows. For a
standard shippable line the fulfillment method activity is the
shipping activity. For a return line the fulfillment method
activity is the receiving activity. You may define any activity as
the fulfillment method activity in a workflow process. The
fulfillment activity must be between the fulfillment method
activity and the invoice interface activity in the respective
workflows.
Copyright © 2007, Oracle. All rights reserved.
Order Capture and Order Fulfillment
Schedule
Check
Availability
Oracle Order Management Capabilities
Managing Orders – Multi-Org Access Control, Purging, Copying, Mass
Updates
Managing complex business processes – Pricing and Shipping
Execution integration, Order Entry to Fulfillment, Order
Fulfillment to Invoicing
Integration with AOL (FND) – flexibility in configuring and
customizing business processes
Personalize OA Framework (HTML) pages of Order Information
Portal
Oracle Order Management Capabilities
You can get orders from various sources, process and fulfill them
in e-Business suite.
You can manage your orders by restricting the organization(s) your
order(s) can be created and viewed/updated in.
With Pricing and Shipping Execution integration, you can ensure
that the order gets progressed to the state where it can be
fulfilled, which means, all the conditions that satisfy the order
completion are met.
The complete Order to Cash flow involves cycles like Order Entry to
Fulfillment, and Order Fulfillment to Invoicing.
Being a part of the e-Business Suite, Oracle Order Management
integrates with AOL so that you can create sub-menus and functions
and assign them to an Order Management responsibility, create and
use concurrent request groups pertaining to Order Management,
customize Order Management forms etc.
You can personalize the Order Information Portal (HTML) pages using
the following option: In any of the Order Information Portal pages,
click the Personalize Page link and on the entity (for example:
Header, Column Name) click the Personalize icon. You can
personalize at any one of the four levels: Function, Site,
Organization, Responsibility. You need to enable the profile option
Personalize Self-Service Defn for the Personalize Page link to
display on the page.
Copyright © 2007, Oracle. All rights reserved.
Order to Cash Lifecycle
Order to Cash Lifecycle
A typical order-to-cash cycle is as follows: You can enter orders
from diverse sources like iStore (online store application), EDI,
XML or data entry. After you enter an order, the items on the order
are validated in Oracle Inventory; a price is calculated for the
items using the pricing engine; the availability of the items are
checked and may be reserved; the items are then pick released and
shipped to the customer. You can record the customer’s acceptance
of the goods either before the items are billed or after the
billing takes place. Customer Acceptance is optional and you can
enable the Customer Acceptance functionality using the system
parameter Enable Fulfillment Acceptance. You can then invoice the
customer for the items shipped, perform cash management and bank
reconciliations.
Copyright © 2007, Oracle. All rights reserved.
Integration with Other Products
Oracle Order Management is closely integrated with the Advanced
Pricing, Shipping Execution, Configurator and Release Management
products that are part of the Order Management suite.
Instructor Note: The following practices are needed to execute
other practices later in the course.
Refer to Practice – Creating a User and Assigning Responsibilities
[LAB43E4Y]
Refer to Practice – Customizing the Quick Sales Order Window
[LAB43E5Y]
Copyright © 2007, Oracle. All rights reserved.
Summary
An overview of Oracle Order Management
The capabilities of Oracle Order Management