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Oracle 11i Training ManualOrder Management
2
Table of Contents
Chapter 1………………………........................................OverviewChapter 2………………………………………..…Entering Orders
Lesson 1…………………………..Header and Line InformationLesson 2………………………………………..Order OrganizerLesson 3………………….Additional Order Entry FunctionalityLesson 4………………………ATP Checking and AttachmentsLesson 5…………….Processing Drop Ship and Internal Orders
Chapter 3………………………………………...Managing OrdersLesson 1…………………………….…………Changing OrdersLesson 2………………..Applying a Hold and Canceling Orders
Chapter 4………………………………………...Customer ReturnsLesson 1……………….RMA Processing and Entering an RMALesson 2………………………………Returning Configurations
Chapter 5…………………………………..Super User Information
Chapter 1 Order Management Overview
Chapter 1: Order Management Overview
Lesson 1: Overview and Features of Order Management
5
Course Objectives
After completing this course, you should be able to do the following:
Use and navigate through the order organizer
Enter and manage different types of sales orders
Enter quote orders and create a Proforma invoice
Check availability and schedule orders for shipment
Copy, change, hold or cancel an order
Enter and manage Customer Returns (RMAs)
Acknowledge sales orders
Create order support documents
6
Oracle Order Management Suite Oracle Order Management (including basic pricing)
Order capture to book Manage and track
Other applications within Order Management Oracle Advanced Pricing Oracle Configurator Oracle iStore
7
Order Management Features Offers comprehensive processing of:
Orders Returns Mixed orders and returns Drop shipments Quotes
Performs order capture from EDI, Order Import and iStore
Has order pricing, change, copy, cancel and monitoring capabilities
Enables management of customer address and contact information
Automatically checks credit during order booking and pick
8
Order Management Features With iPayment integration, offers seamless credit
card verification Capability to use Workflow for required approvals
and managing order changes Uses Processing Constraints set by responsibility to
control changes to orders Allow automatic or manual placement of holds on
orders Offers customer item cross-referencing usage as an
entry option Enables available-to-promise (ATP) viewing and
reserving across the supply chain Communicates demand to manufacturing
9
Order Management Features Supplies product configuration capabilities for:
Assemble-to-order (ATO) Pick-to-order (PTO)
Sends comprehensive, detailed information to Receivables for processing through AutoInvoice
Furnishes standard reports to assist business processing and analysis
10
Other Applications that Support Oracle Order Management Oracle Shipping Execution Oracle Inventory Oracle Bills of Material Oracle Receivables Oracle Work in Process Oracle Purchasing External Systems (i.e., Legacy systems)
11
Process Flow – Order Capture
O-020-050Determine Order Type
Credit/Debit Memo Request?
O-020-060Create Credit/Debit
Memo Request
O-130Bill Revenue
No
Yes
Yes
Are ALL order items relevant to
this site ?No
Does Customer Exist?
No
Yes
O-115Customer Setup
O-020-040Trade Compliance
O-020-030Contact appropriate site/warehouse to
place Order
O-020-010Receive Customer
Order/Schedule
O-020-020Determine/Confirm
Customer Order Requirements
O-600iStore OrderReceived
O-310EDI OrderTransmission
O-030Process Orders
M-060Perform Long Range Production Planning
O-210Create Standard Order
O-220Create Internal Sales Order
O-230Expedited Shipments
O-300Invoice Only Order
O-200Create RFQ (Quote)
O-240Create Sample Order
O-280Ship Only(No Charge)
O-290Configure to Order
O-270Consignment Order
O-260Drop-Ship Order
O-250Create Blanket/Agreement Order
O-190Return Order
No
Any Discrepencies?
Yes
0-320Create Prototype Order
12
Process Flow – Process Order
O-030-010Check Inventory
Availability for Line Item (ATP)
Is PTO Product Available for
Order?
O-030-030Allocate/Reserve Product to Orders
O-030-020Review Allocation for
Line Item with Respect to Ship Date
O-020Capture Orders
M-090Schedule Production
O-190Manage Returns and Exchanges
Does Customer Allow/Want to
Create Backorder?
O-030-040Create Backorder
O-070Manage Backorders
No
Yes
Yes
O-040Calculate Order Price and Maintain Customer/Order Data
S-170Initiate, Manage and Close Internet Sale
Order Related Proforma?
Is Order Acknowledgement
Required?
O-030-090Create Proforma
Invoice
O-030-100Create Order
Acknowledgment
O-030-080Book/Release Order
M-090Schedule Production
O-110Plan/Manage Shipping/Delivery
O-070Manage Backorders
M-070Perform Medium Range Production Planning
No
YesYes
No
Credit Approved?O-050Manage Customer Credit Exposure
S-210Close the Loop to Marketing, Planning, Manufacturing, and Logistics
ATOAssemble-to-
Order or Pick-to-Order Item?
PTO
Can Product be Outsourced?
YesO-260Drop-Ship Orders
No
No
O-030-050Cancel Line
Cancel Order Line?
Cancel Order?O-030-060
Cancel Order
No
Yes
End
No
O-030-070Schedule Sales Order
Ship Date
Yes
Yes
No
Chapter 2Entering Orders
Chapter 2: Entering OrdersLesson 1: Header and Line Information
15
Introduction to Order Entry
Users can enter, view, and update sales orders using the Sales Orders or Order Organizer window. Entering or locating an order can be done using the following order information to query (but not limited to):
Customer Name/#Customer PO NumberContact InformationPricelistShip To/Bill To Information
Responsibility to create an Order:• Customer Support Representative (CSR)• Customer Support Manager (CSM)
Navigation: Order Management > Orders,Returns > Sales Orders
16
Pre-Requisites to Create a Sales Order The following info is necessary to create and book
an order in the Tecumseh Order Management System: Valid customer setup including:
• Ship-To #/Address• Bill-To #/Address• Payment Terms• Trade compliance Check• Credit Limits
Items setup in Inventory Items assigned to a Price List
17
Sales Order Form – Header Level
1 2
18
Sales Order Form – Line Level
1 2 3 4 5 6 7
19
Entering Orders – Header Information
12
3 45
6 7
8
9
10
20
Entering Orders – Header Information
11
1213
14 15
21
Entering Orders – Line Information
7
54 6
10
21 3
9
8
22
Processing Credit Cards
54
6
2
1
3
3a 3b
23
Processing Orders with Fulfillment Sets
8
54 6
2
1
3
24
Processing Orders with Fulfillment Sets
9
11
12
10
14
25
Processing Orders with Ship Sets
4 6
2
1
3
5
26
Processing Orders with Ship Sets
9
11
12
10
14
Chapter 2: Entering OrdersLesson 2: Order Organizer
28
Introduction to the Order Organizer The Order Organizer enables you to easily manage
existing orders and returns in your system. Using this window it is very easy to find your recent orders, orders past their requested shipment date, orders on a particular hold, or orders for an important customer. The Order Organizer consists of the following windows:
Find Orders Order Organizer
Navigation: Orders, Returns > Order Organizer
29
Find Orders Window
75
4
6
21 3
30
Order Organizer Window
Search Window Tabs
2a
1a
1b
1c
1d
2b
2c 2d 2e
31
Using the Order Organizer to Search for a Sales Order
Enter search criteria
View results of search
4
2
1
3
Chapter 2: Entering OrdersLesson 3: Additional Order Entry Functionality
33
Action Button - Navigation
Enter search criteria
View results of search
4
2
1
3
34
Action Button - Copying
Copy at the SO Header or at the individual line level. Review Tabs for copying options.
2
35
Copying a Sales Order Header
4
2
1
3
36
Copying Sales Order Lines
Click on the flashlight icon to search for copied order
11
10
9
5
6
7
37
Action Button - Additional Order Information at Header Level
Different tabs of information related to the Sales Order
38
Action Button –Additional Line Information at Line Level
Different tabs of information related to the Sales Order line
2
39
Action Button –Additional Line Information at Line Level
Different tabs of information related to the Sales Order
40
Action Button - Go To Line
Enter a line number and click Go To
2
41
Action Button - Apply Automatic Attachments at Line Level
A Note window will appear telling you whether or not attachments were applied.
2
42
Action Button - Cancel
2
3
4
43
Action Button – Price Order
44
Action Button - Calculate Tax at Order or Line level
45
Canceling an Order / Line After Booking
8
7
5
4
6
2
3
46
Action Button – Notifications at Header or Line Level
Click the Responsibilities LOV and select a user to send the Notification to. Enter a message and press Send.
47
Action Button – Sales Credits
1
2
3 4
5
48
Action Button – View Adjustments
12 3 4
5
49
Action Button - View Shipping Status
1
50
Action Button – Progress Order
1
2
51
Action Button – Promotion/PricingAttributes
1
52
Action Button – Sales Creditsat the Line Level
12 3 4
53
Action Button – View Tax Details
2
3
Chapter 2: Entering OrdersLesson 4: ATP Checking and Attachments
55
ATP – Available to Promise
LG2Order Entry
ATP View
LG1Instance 1
Availability 100
LG2 CON
Customer
Instance 2
Availability 0
Instance 3
Availability 50
Order
125
ATP Result:
Available 125100 from LG1
25 from CONor
75 from LG1 50 from CON
56
Performing ATP Checking
Availability Window
GFE
DC
BA
H
Needs additional Content – Procedure
Steps
57
Performing ATP Checking cont’dAvailability Window
GFE
DC
BA
H
Needs additional Content – Procedure
Steps
58
Applying Attachments to an Order
75
4
6
2
1
3
59
Applying Notes to an Order
1
85
4
6
2
3
9
7
Chapter 2: Entering OrdersLesson 5: Processing Drop Ship and
Internal Orders
61
Enter Drop Ship Order
1a1b
1c
1d1e
1f
1g
1h1i
62
Enter Drop Ship Order
2a
2b2c
2d 2e
63
Enter Drop Ship Order
3
4a 4b 4c 4d 4e 4f
64
Enter Drop Ship Order
5
6a
6b
7
8
65
Enter Drop Ship Order (extended)
26
27
28
66
Enter Drop Ship Order (extended)
34
35
67
Enter Drop Ship Order (extended)
37
38
39
40
68
Enter Drop Ship Order (extended)
42
43
69
Enter Drop Ship Order (extended)
4546 47
51
48
52
70
Internal Requisition - Internal Sales Order Process
Where can I find Multi-Org Diagram
Chapter 3Managing Orders
Chapter 3: Managing OrdersLesson 1: Changing Orders
73
Applying Mass Changes at the Order Header Level
2
a b
Order Mass Change window
5
5a 5d5c5b
6
4
3
74
Applying Mass Changes at the Order Line Level
6d 6e6c6b6a 6f
7
Order Mass Change window
Lines Tab
4
2
5
3
75
Adding a Line to a Booked Order
8
75
4
96
10
2
3
76
Splitting Order Lines
4
2
3
77
Splitting Order Lines
5
7
6
8
10
9
78
Change Salesperson Data
7
5
2
3
79
Reschedule a Sales Order or Lines
5
4
3
Chapter 3: Managing OrdersLesson 2: Applying a Hold and Canceling
Orders
81
Apply a Hold to an Order or Return
5
4
6
2
1
3
2
82
Apply a Hold to an Order Line or Return Line
5
4
6
3
2
7
3
83
View an Order’s Holds Information
5
4
2
1
3
2
84
Release a Hold
5
4
6
2
1
3
85
Release a Hold – Header
5
4
6
2
1
3
2
7
86
Release a Hold – Line Level
8
7
5
4
6
2
3
3
Chapter 4Customer Returns (RMA)
Chapter 4: Customer Returns (RMA)
Lesson 1: RMA Processes and Entering an RMA
89
RMA Standard Process
Receive RMA using receipts
from Oracle Purchasing
Single RMA, originating
transaction is unknownBook RMA
Verify status header
and lines using workflow monitor
Check on hand quantity of item
in inventory to verify correct amount
Check the authorized and
accepted quantity on the RMA line
From Oracle AR, run auto
invoice to create credit
memo, if required
90
Methods for entering an RMA Entering a Referenced RMA
Original Sales Order
Original Purchase Order
Invoice
Item / Serial Number
Entering an Un-referenced RMA
Copy from another order or RMA
Create a manual Return
91
Enter an RMA using the Copy Feature
4
2
3
92
Enter an RMA using the Copy Feature
8
7
56
93
Enter a Manual Return
5
4
2
1
3
3
Chapter 4: Customer Returns (RMA)
Lesson 2: Returning Configurations
95
Returning Configurations
Configurations are a special class of returning items.
Configurations are unique to a sales order because customers may choose different options on each order line and the underlying bill of material may change between orders. Consequently, when returning a configuration, it is useful to copy the original sales order or have a reference source to tie the return to the sales order or invoice.
96
RMA Cancelations: ConfigurationsYou can cancel:
Models: Oracle Order Management cancels the option classes, option items, and included items in proportion to the cancelled model quantity.
Option classes: Oracle Order Management cancels the kit and included items. You can cancel option classes in whole integer proportion to the model quantity only.
You cannot cancel an order line created for a ATO configuration after a star (*) number has been generated and if the order has been booked or scheduled. Most actions against a configuration line are disabled; you should perform the action on the model line.
97
RMA Cancelations: ConfigurationsYou can cancel:
Kits: You can cancel kits in proportion to the model quantity. However, a hold will be placed on the option line; select a replacement option if you wish.
If you have shipped partial quantities of components in a pick-to-order configuration, you can cancel the leftover incomplete configurations.
If a model (top level) is completely cancelled, configuration validation routines are executed. If you attempt to perform a partial or complete cancellation of an order line that is part of a model or kit, complete configuration validations will be executed to ensure the model configuration is still valid.
98
RMA Cancelations: ConfigurationsYou cannot cancel:
Mandatory option classes. Partial quantities of option lines that would result
in incomplete configurations. Proportional quantities for any children of a model
must be a whole integer equivalent. Included items: You cannot cancel, update, or
delete included items.
If you use Oracle Configurator to create configurations:
You can use Oracle Order Management to cancel the configuration and its parts.
Oracle Configurator re-validates and re-configures the configuration after the cancel.
Booking an RMA
To continue processing, book your RMA. Booking is workflow enabled. The application comes seeded with two
types of booking processes: Manual Deferred booking
Canceling RMAs
What must you do if you want to cancel an entire return?
You need to do it before invoicing or receiving has occurred.
Chapter 5Super User Information
102
Create Automatic Attachments
2 3
4
5
6
7
89 10
11
103
Define a Hold Source
7
6
4
3
5
1
2
4
104
Define a Hold Source
9
8