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SALES TO AR CYCLE

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ORDER FULFILLMENT

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Outline of the Presentation

Goal of the package

Salient features

Process Perspective Setup

Drilling down the features

System Perspective

Transaction cycle

Trade Management

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Order Fulfillment Goals

Simplify sales order entry

Reduce order cycle time

Provide accurate sales order processing

To help you promise, what can be delivered

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Salient Features

Checks & controls

Flexible order types

Comprehensive customer information

Pricing features

Independent of inventory UOM

Flexible shipment features

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Business ProcessOrder Management

Book & Pick

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Inputs OutputsProcess

Customer Order

Customer

Item

Price

Order

Management

Shipped Order

AR Update

Inventory Update

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Order Process FlowMTI Scenario MTO ScenarioServices

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Manage Customer

Customer information

Payment and contract terms

Group customers into profile classes

Eliminate duplicate customer information

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Profile

Transactions

Profile

Amounts

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Manage Order Pricing

Price lists

Pricing contracts

Price change tolerances Order charges

Price effectivities

Mass price changes

Lowest available price

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Pricing Features

Calculation based on line total or order total

Currency specific price list

Maintain price lists to price by individual item,item class, warehouse, item QC grade, and

freight bill method

Price breaks based on quantity or value

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Pricing Features(Contd.)

Price break ups can be entered as unit price,

percent change, or price change based on the

base price

Pricing by customer, customer price class

Order-level and line-level discounts and

charges

Price list effectivity

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Order/Line Level

Discounts/Charges

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Pricing

Qualifiers determine the who part of eligibility. Qualifiers andqualifier groups can be linked to Oracle Price Lists and

Oracle Modifiers to define concise rules governing who can

receive particular price, discount, promotion or benefit.

Qualifier

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Qualifiers

Qualifier TermsQualifier Contexts are flattened hierarchies and a way of

grouping similar qualifying attributes. (Customer, Order, terms

and Volume)

Qualifiers are specific attributes that assist Oracle Pricing withlimiting the who the benefit ot price eligibility.

Qualifier groupsAND/OR conditions.

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Modifiers Contd

Modifier List Types:

Discounts.

Surcharge.

Freight/Special Charges

Promotion

Deal

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Modifiers Contd

Modifier Line Types

Discount

Surcharge

Freight

Item Upgrade

Promotional Goods

Coupon Issue

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Promotional Goods

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Price Effectivity

For a single organization or all

For a group of customers, or a singlecustomer

For a period of time

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DRILLING DOWN THE

FEATURES

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System Enabled Checks

Customer validation

Item validation

Price validation

Credit limit

Stipulate hold and thelevelof hold

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Hold Features

Can stop an order anywhere in the order

cycle

Can be automatically removed by setting upan expiration date

Can be system generated or manual

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Level of Holds Applied

Inventory commit

Picking

Shipping

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Order Features

Order statuscodes

Define your own order types

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Order Line Status

OPEN PICKED

PTLYSHIPPED

SHIPPED PTLYINVOICED

INVOICED

CLOSED

VOIDED

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Customizing Order Types

Work Flow Definition

Sales order processing

Calculate tax

Credit checkingProduce shipment

Invoice generation

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Credit Checking

Shipping

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Order Entry

Enteringa sales order

Reserve goods for a sales order

On-line inventory position

On-line shipment history

Calculate the scheduled to ship date

View and edit an existing order

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Order Sources

Manual entry

Import from Legacy

Copying from existing order

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Order Date Features

Requested ship date

Scheduled to ship date(Dynamic calculation

base on Carrier Lead Time, AdministrativeLead Time and Replenishment Lead Times

defined in inventory)

Promised ship date

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Shipment Features

Flexible shipment schedule

Editable shipping information

Backorder Creation

Changing price during shipment

Allocation of goods

Picklist generation

Release shipment

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Miscellaneous Features

Packaged items

Reports and inquiries

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Packaged Items

To define containers carrying bulk items

Bulk item fill quantities

Tare weight deviation

Tare volume

Pallet volume and weight

Gross weight

Shipping volume

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Integration with other Modules

MRP

OrderFulfillment

System

Administration

InventoryAccountsReceivable

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Order Fulfillment

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Trade Management

Trade Planning

Claims Management

Funds Management

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Trade Planning

Easy planning, execution and evaluation of Trade Promotions.Accurate standing of financial position with Trade

Managements checkbook

Supports comprehensive discount types such as off-invoice,accruals, lump sum payments as well as buy one get one free

(BOGO) offers

Calculate ROI per deal with Trade Managements Campaign

Forecast and manufacturers ROI Calculator

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Funds Management

Quick and easy creation of Funds and Budgets and quicksystematic assisted allocation of moneys down a sales

hierarchy

Ability to establish thresholds to monitor spending. See at a

glance both current and potential liabilities via Trade

Managements checkbook views

Supports two budget typesfixed, fully accrued or live,

along with budget eligibility. Directs your spending where it is

needed most

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THANK YOU