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Order Management

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Proceso básico de Ordenes

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Embarques

Envios

Cliente

Ventas Depto

Inventarios

Orden

Factura

Orden interna

PT

Producto

RMAs o DEV

Orden vta

RemisionNota de Credito

RMA sin NC

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Basic Order Process Flow

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Solicitud de Ordenes de Clientes

Ingreso de ordenes (Entered)

Schedule

Release order (Picking)

Confirmación de Embarque y actualización del inventario (ship)

Factura del Cliente

Complete

Book order

1

2

3

6

5

4

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Puntos a cubrir

• ORDER MANAGEMENT-----SETUP

• Creando una Orden de Vta

• BACK ORDERED

• RMA

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ORDER MANAGEMENT-----SETUP STEPS

Paso 1--Flexfields

Defina key y descriptive Flexfields para capturar la información

adicional sobre órdenes y transacciones.

Este paso se requiere para Key Flexfields, y opcional si usted

planea en usar la funcionalidad Flexfields descriptivo circundante . Se

proporcionan varios valores prefijados.

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• Step 2---Multiple Organizations

Definir multiorganizacion en Oracle Inventory. Este paso es

opcinal.

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Step 3---Inventory Organizations

• Definir Organizaciones de Inventario (warehouses),parametros, subinventarios, y Picking rules en Oracle

Inventory.• Usted debe definir por lo menos una organización validadora

del artículo

• Si planea usar drop shipments, debe también definir por lomenos una organización lógica para recibir.

• La organización de validadora puede ser el mismo que elsource para inventario o la organización lógica de recepción,pero no se puede utilizar una organización para los trespropósitos.

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Step 4---Profile Options

• Define profile options to specify certain implementation

parameters, processing options, and system options.

• This step is required.

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•Step 5 Setup Parameters

Set your Order Management Parameters to validate

items, enable customer relationships, and operatingunit defaults. This step is required.

•Step 6---Invoicing

Define invoicing information, including paymentterms, 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 (Impuestos)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.

This step is required.

•Step 10---Document Sequences (Order Numbering)

Define Document Sequences for automatic or manualnumbering of orders.

This step is required.

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• Step 11---Order Import Sources

Define sources for importing orders into Order Management.

This step is required if you plan on importing orders or returnsinto Order Management.

This is done in Purchasing.

• Step 12---Units of Measure

Define the units of measure in which you supply items. This stepis required. -----INV

• Step 13---Item Information

Define item information, including item attribute 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 container items. This

step is required. -----INV • Step 15---Pricing

Define price lists for each combination of item and unit of

measure that you sell. Optionally, you can define pricing rules

and parameters to add flexibility. This step is required. • Step 16---Customer Classes

Define customer profile classes.

This step is required if you plan on using the functionality

surrounding Customer Profiles. Several defaulting values areprovided. --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 to classify

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, and freight

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) in Oracle Inventory.

• Step 21---Processing Constraints

Define processing constraints to prevent users from adding

updating, deleting, splitting lines, and cancelling order or

return information beyond certain points in your order cycles.

Use the constraints Order Management provides, which

prevent data integrity violations, or create your own. This

step is optional. Several default values for processing

constraints have been defined.

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•Step 22---Defaulting RulesDefine defaulting rules to determine the source andprioritization for defaulting order information to

reduce the amount of information you must entermanually in the Sales Orders window.This step is optional.

•Step 23---Credit CheckingDefine your credit checking rules.

This step is required if you plan on performing anytype of order credit checking.

•Step 24---HoldsDefine 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 ordersand returns. This step is optional.

•

Step 26---Freight Charges and CarriersDefine freight charges and freight carriers to specify onorders. This step is required if you plan on charging customersfor freight or additional order charges.

• Step 27---Shipping

Define shipping parameters in Oracle Shipping Execution. Thisstep 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, secondfor line returns, and assign these both in an ordertype.

• 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 pick release sequence

rules.

• Define shipping documents.

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

parameters.

• From the above things you can create a sales order.

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BACK ORDERED

• If the items are coming back from the staging area to the

source subinventory.

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RMA

• If the material is coming back from customers after

reaching them. Then we do RMA to accept that back

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DROP SHIPMENT

• Supplying material to your customers by getting it from a

external source (supplier)

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V d D Shi C bi ti St d d

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Vendor Drop Ship or Combination Standard

with Drop Ship Order Flow

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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 other organization by

means of a internal requisition.

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I t l O d Fl

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Internal Order Flow

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Inventory

Expense

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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