Basics of Oracle Order Management

35
Copyright © 2007, Oracle. All rights reserved. Oracle Order Management Manufacturing Functional Foundation

description

Oracle Document which covers the basics of Order Management for beginners...

Transcript of Basics of Oracle Order Management

Page 1: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Oracle Order Management

Manufacturing Functional Foundation

Page 2: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Objectives

After completing this lesson, you should be able to do the following:

• Describe the Order Management process flow

• Identify the Entity Relationship Diagrams (ERDs) and major tables used in Order Management

• Discuss the open interfaces and Application Programming Interfaces (APIs) for Order Management

Page 3: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Agenda

• Order Management Overview

• Order Management Transactions and Entity Relationship Diagrams (ERDs)

• Order Management Application Programming Interfaces (APIs) and Open Interfaces

Page 4: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Order to Cash Lifecycle

Bank ReconciliationInvoice

Pick Release

Book Orders

Receiving Payment

Enter and Price Orders

Receivables

Ship Confirm

Order Management

AutoInvoiceCash Management

Shipping Execution

Page 5: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Order Entry

Enter a (Quick)Sales Order,Blanket Sales Agreement,

Drop Shipment, Internal Order or Copy an Order

Importfrom

CRM (Quoting / iStore)

EDI / XML

Order Import

Interface

Order

Page 6: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Managing Orders

View and perform actions

on

Orders

Order Lines

Find in the Order Organizer

or

Query in the Sales Orders or Pricing and Availability windows

Page 7: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Basic Pricing

Basic pricing, integrated in Order Management, enables you to:

• Set up price lists and secondary lists

• Create static formulas

• Calculate discounts by percentage or amount

• Apply surcharges, freight, and special charges

• Set up pricing agreements

• Define attributes for pricing contexts

• Set Government Service Administration (GSA) pricing

Page 8: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Enter order line

with item(s) / service

Price list or agreement is

called for pricing the

item

Unit price is calculated on the order line

for the item(s) / service

Modifiers are applied to change the listed

price

Pricing Process

Page 9: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Sales Order Scheduling

Schedule Actions Description

ATP Inquiry

Makes delivery commitments to customers when taking orders, or to verify from where lines can be fulfilled.

Schedule / UnscheduleProvides schedule dates and warehouses that will fulfill the customers requests.

Reserve / UnreserveAllocates inventory to specific order lines from a warehouse, subinventory, lot, or revision.

Page 10: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Order Management Integration

Product Suite Product(s)

Supply Chain Management

Inventory, Bill of Material, Install Base, Configurator, Pricing, Shipping, DBI, Planning

Financials (including Procurements)

Receivables, Payments, Credit Management, GL, TCA, eBTax

CRM (including JTF) Quoting, iStore, Web Analytics

Miscellaneous Workflow, XML Gateway, e-Commerce Gateway

And many more…

Page 11: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Oracle Order Management Suite

• Order Management

• Shipping Execution

• Configurator

• Advanced Pricing

• Release Management

• e-Commerce / XML Gateway

Page 12: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Shipping Execution Overview

• Trip and Delivery Planning

• Picking Release

• Ship Confirm

Pick Release Ship Confirm

Page 13: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Configurator Overview

Configurator includes:

• Pick to Order /Kits

• Assemble to Order

• Configure to Order

Page 14: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Advanced Pricing Overview

Entered order line

Multiple Price lists or agreements

Unit price

More Modifiers,Point/Range Price Breaks, and Dynamic

Formulas

Page 15: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Release Management Overview

Customer Demand

Order Management

Page 16: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

e-Commerce / XML Gateway Overview

Order Management

EDI / XML Gateway

Page 17: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Agenda

• Order Management Overview

• Order Management Transactions and Entity Relationship Diagrams (ERDs)

• Order Management Application Programming Interfaces (APIs) and Open Interfaces

Page 18: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Sales Order Window

Enter, view, and update sales orders using the Sales Orders window. You can also enter returns using the

Sales Orders window.

Page 19: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Order Management Summary

Page 20: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

OE_ORDER_HEADERS_ALL

• This table stores information about order headers.

• Each row includes the customer name, order type, and payment information.

• The order header remains open until all lines are closed and then is closed as part of the end of month process.

Page 21: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

OE_ORDER_LINES_ALL

• This table stores information about order lines.

• Each row includes the customer bill-to and ship-to as well as the item ordered, pricing, and shipping information.

• Each order line follows its own workflow path. Therefore a mixed order can contain both order and return lines.

Page 22: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

OE_TRANSACTION_TYPES_ALL

• This table stores information about transaction types.

• Each row includes the workflow that the order and lines will follow to complete the process as well as other defaults such as invoice rules, accounting rules and shipping information.

• There are no seeded default transaction types. There are seeded workflows that can be used to create the transaction types.

Page 23: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

OE_PAYMENTS

• This table stores information about payment types.

Page 24: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

OE_ORDER_HOLDS_ALL

• This table stores information about order holds.

• Oracle Order Management provides you with the ability to apply holds to orders, returns, and lines in the Sales Orders window. In addition, you can apply holds for existing or future single or multiple orders, returns, and lines.

• Each row contains the information on one hold including who placed it and who released it.

Page 25: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

QP_LIST_HEADERS_B

• This table stores information about price list headers.

• Price lists contain item and item category prices. You can define and maintain multiple price lists.

• Each row includes list name, description, and currency information.

Page 26: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

QP_LIST_LINES

• This table stores information about price list lines.

• Each row includes list items, pricing, qualifiers, secondary price list, and pricing formulas.

• You can define the following types of prices on price lists:– Unit price: Price of the item / service.– Percent Price: Price of the service item calculated as

percent of the item’s price– Formula: Multiple pricing entities and constant

values related by arithmetic operators.– Price Break: If the price of an item varies with the

quantity ordered, you can define bracket pricing or price breaks.

Page 27: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Agenda

• Order Management Overview

• Order Management Transactions and Entity Relationship Diagrams (ERDs)

• Order Management Application Programming Interfaces (APIs) and Open Interfaces

Page 28: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Order Management Interfaces

• Process Order API

• Order Import Interface

• Receivables (Invoice) Interface

• Ship Confirm Interface

• And Many More…

Page 29: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Import Orders Concurrent Program

Order Import can import new, changed, and completed sales orders or returns from other applications such

as a legacy system.

Page 30: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Order Import Process

Page 31: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

OE_HEADERS_IFACE_ALL

• This table stores information about Order Import Header records for transactions imported into Oracle Order Management.

• Each row contains information on the originating source, the change requested, pricing, shipping methods, freight terms, and original transaction.

OrderSource

Page 32: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

OE_LINES_IFACE_ALL

• This table stores information about order lines that are imported from feeder systems into Oracle Order Management.

• Each row includes information on the originating system, change that was made, shipment details, items details, and original transaction.

Page 33: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

OE_CREDITS_IFACE_ALL

• This table stores information about order sales credits that are to be imported into Order Management.

• Each row includes information on the originating system, the changes made, and the sales credits.

Credit

Order Management

Page 34: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Process Order API

Inserting

Validating Updating

Deleting

Page 35: Basics of Oracle Order Management

Copyright © 2007, Oracle. All rights reserved.

Summary

In this lesson, you should have learned how to:

• Describe the Order Management process flow

• Identify the major tables used in Order Management

• Discuss the open interfaces and APIs for Order Management