36952035 Oracle Apps Order Management

8/12/2019 36952035 Oracle Apps Order Management

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Order Management Training


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Introduction

Three cycles in Oracle Applications

Plan to make.

Order to cash

Procure to Pay


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Basic Order Process

Shipping

Customer

Sales

Department

Inventory

Order

Invoice Order


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Basic Order Process Flow

Customer requests order

Enter order

Schedule

Release order

Ship product and update inventory

Invoice the customer

Complete

Book order

1

2

3

6

5

4


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Topics which we cover

ORDER MANAGEMENT-----SETUP STEPS

CREATING A SALES ORDER

BACK ORDERED RMA

DROP SHIPMENT

INTERNAL SALES ORDER


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ORDER MANAGEMENT-----SETUP STEPS

Step 1--Flexfields

Define key and descriptive Flexfields to capture

additional information about orders and transactions.This step is required for Key Flexfields, and optional ifyou plan on using the functionality surroundingDescriptive Flexfields. Several defaulting values are

provided.


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Step 2---Multiple Organizations

Define multiple organizations in Oracle

Inventory. This step is optional.


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Step 3---Inventory Organizations

Define inventory organizations (warehouses),

parameters, subinventories, and picking rules inOracle Inventory.

You must define at least one item validationorganization and at least one organization that acts

as an inventory source for orders fulfilledinternally. If you plan to drop ship some orders,you must also define at least one logicalorganization for receiving purposes. Your item

validation organization can be the same as yourinventory source or your logical receivingorganization, but you cannot use one organizationfor all three purposes.


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Step 4---Profile Options

Define profile options to specify certain

implementation parameters, processingoptions, and system options.

This step is required.


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Step 5---Parameters

Set your Order Management Parameters to

validate items, enable customer relationships, andoperating unit defaults. This step is required.

Step 6---Invoicing

Define invoicing information, including payment

terms, invoicing and accounting rules, Autoaccounting parameters, territories, and invoicesources. This step is required if you plan ontransferring invoicing information to OracleReceivables. Several defaulting values are

provided. Step 7---Tax

Define tax features, such as codes, rates,exceptions, and exemptions. This step is required.


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Step 8---QuickCodes

Define QuickCodes that provide custom values formany lists of values throughout Order Management.

This step is required if you plan on creating userdefined QuickCodes for utilization within OrderManagement. Defaulting values are provided.

Step 9---Workflow

Define order and line processing flows to meetdifferent order and line type requirements.


Step 10---Document Sequences (Order

Numbering)Define Document Sequences for automatic ormanual numbering of orders.



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Step 11---Order Import Sources

Define sources for importing orders into

Order Management. This step is required ifyou plan on importing orders or returns intoOrder Management.

This is done in Purchasing.

Step 12---Units of MeasureDefine the units of measure in which yousupply items. This step is required. -----INV

Step 13---Item Information

Define item information, including itemattribute controls, categories, and statuses.

This step is required. -----INV


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Step 14---Items

Define the items that you sell, as well as containeritems. This step is required. -----INV

Step 15---Pricing

Define price lists for each combination of itemand unit of measure that you sell. Optionally, you

can define pricing rules and parameters to addflexibility. This step is required.

Step 16---Customer Classes

Define customer profile classes.

This step is required if you plan on using thefunctionality surrounding Customer Profiles.Several defaulting values are provided. --AR


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Step 17---Customers

Define information on your customers. This step

is required. ---AR Step 18---Item Cross-References

Define item cross-references---INV

Step 19---Order Management Transaction

Types (Order and Line Types)Define Order Management transaction types toclassify orders and returns. For each order type,you can assign a default price list, defaulting

rules, order lines, return lines, line types,workflow assignments, payment terms, andfreight terms. This step is required.


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Step 20---Cost of Goods Sold (COGS)

Set up your Cost of Goods Sold Accounting

Flexfields combination (COGS Account) inOracle Inventory.

Step 21---Processing Constraints

Define processing constraints to prevent users

from adding updating, deleting, splitting lines, andcancelling order or return information beyondcertain points in your order cycles. Use theconstraints Order Management provides, which

prevent data integrity violations, or create yourown. This step is optional. Several default valuesfor processing constraints have been defined.


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Step 22---Defaulting RulesDefine defaulting rules to determine the sourceand prioritization for defaulting order

information to reduce the amount of informationyou must enter manually in the Sales Orderswindow.This step is optional.

Step 23---Credit Checking

Define your credit checking rules.This step is required if you plan on performingany type of order credit checking.

Step 24---Holds

Define automatic holds to apply to orders andreturns. This step is required if you plan onperforming automatic hold for orders or returns.


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Step 25---Attachments

Define standard documents to attach

automatically to orders and returns. Thisstep is optional.

Step 26---Freight Charges and Carriers

Define freight charges and freight carriers to

specify on orders. This step is required ifyou plan on charging customers for freightor additional order charges.

Step 27---Shipping

Define shipping parameters in OracleShipping Execution. This step is required.


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To create a sales order

Set up of organization parameters. Create a price list with the items you created.

Create an order type/transaction type, whichincludes 2 line types one for the line orders,

second for line returns, and assign these both inan order type.

Define a sequence, as how your order documentsnumbers should come.

Then assign this sequence to the order type youare using and order number comes from the ordertype


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To create a sales order contd..

Define pick slip grouping rules and pickrelease sequence rules.

Define shipping documents. Then assign these 2 things (4. & 5.) in the

shipping parameters.

From the above things you can create asales order.


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BACK ORDERED

If the items are coming back from thestaging area to the source subinventory.


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RMA

If the material is coming back fromcustomers after reaching them. Then we do

RMA to accept that back


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DROP SHIPMENT

Supplying material to your customers bygetting it from a external source (supplier)


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Vendor Drop Ship or Combination

Standard with Drop Ship Order Flow

Drop ship item Internally Sourced item

Drop Ship: Yes or No?

Enter order

Close sales order

Create invoice

Schedule

Ship and update inventory

Send to Purchasing

Supplier ship confirmation


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Internal sales order

Getting material from any of the otherorganization by means of a internal

requisition.


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Internal Order Flow

InventoryExpense

Pick Release

Import or reschedulerequisitions

Create internalsales order

Manuallycreate

Requestor Demand

Approve requisition

Order entry

Schedule order

Ship confirm

Intransit

Receive

Inventory ExpenseDirect


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Where to Get More Information

Other training sessions

List books, articles, electronic sources

Consulting services, other sources


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END


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