How to be a “HERO” with Order Management Earl Eldridge, Senior Director Product Management...

How to be a “HERO” withOrder Management

Earl Eldridge , Senior DirectorProduct Management

Subhra Datta, DirectorProduct Development

September 30, 2014

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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 3

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Wondering how to get the best out of Oracle’s Order Management?

Pondering how to resolve those nagging issues?

We have the answers.


Agenda

Order Entry / Validations

Credit and Tax Management

Scheduling

Approvals and Workflow

Internal Sales Orders

1

2

3

4

5

Selling Services

Returns

User Interface

Performance Improvement

6

7

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9


Agenda

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2

3

4

5



Scheduling



Selling Services

Returns

User Interface


7

8

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6


User Defined Attributes - UDA Have used up all the available attributes of DFF, but still need more.

Need to capture multiple Contexts and related attribute values for the same Order / Line.

“User Defined Attributes (UDA)”

Allows capturing additional information for the Order Header and/or Lines.

Allows defining unlimited number of attributes, attribute groups and pages.

Co-exists with the current DFF framework

Can be imported using Order Import.


Item Orderability Need to be able to order correct product for the customer.

We need to import set of Item Orderability rules from an external application to EBS.

“Item Orderability Rules”

Set up rules for an Item or Item Category.

“Inclusion” and “Exclusion” rules.

Public API to bulk import Item Orderability Rules.


Agenda

1

2

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Scheduling



Selling Services

Returns

User Interface


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8

9

6


Credit Checking – Using Tolerance Orders repeatedly go on Credit Check Failure Hold for minor changes in Order Amount, including back orders.

We use Customer Level Limits but still Orders go on Credit Check Failure Hold if Bill To Site is changed within the same Customer.

“Tolerance” in Credit Check Rule Order Amount change within Tolerance will not trigger Credit Checking.

Tolerance is not applicable for Currency Code, Payment Type, Bill To Customer, Commitment ID change .

No limit at old or new Bill to Site level will avoid triggering Credit Check for Bill to Site change.


Credit Hold and Credit Checking

“Credit Hold” and “Credit Checking Hold” ? How are these relevant for my business?

“Credit Hold” puts credit check failure hold on all orders of a customer.

“Credit Check” does credit worthiness and credit exposure check of the customer.

“Credit Hold” gets higher precedence.

“Credit Hold” is equivalent to creating a Hold Source for this Customer / Site.


My orders go unexpectedly on hold.

Credit exposure picture is not real time.

Current Order amount is not included in Exposure.

Need to run Initialize Credit Summaries program too often.

Online Line Level Credit Checking

solves these problems.

Line Level Credit Checking


Credit Card – Reversal and Re-Authorization

Customer cancelled the Order but the Amount on customer’s Credit Card is still blocked .

Initial Order amount changed as customer modified the order .

How do we do authorization for the new / balance amount?

Wrong Credit Card on the Order got authorized. Order is updated with new Credit Card information. System does not reverse the earlier Authorization and initiate a new .

Automatic Reversal and Re-Authorization of new Amounts

Reverse the Authorization on old Credit Card, and trigger Authorization on the New Card

Reversal of Authorization on Cancellation of Order.

Reversal and Re-Authorization can be deferred to specific events.

Order can be put on Hold, until Reversal and Re-Authorization is triggered.

You can also Import External/3rd Party system Authorization to OM.


Tax Calculation for Freight Charges

I need Tax on Freight also to be part of OM Tax Estimates but I need it to be accurate and in sync with AR.

Set

“Invoice Freight as Revenue” = Yes

to have Tax on freight calculated

and displayed in OM.


Agenda

3

2

1

4

5



Scheduling



Selling Services

Returns

User Interface


7

8

9

6


Scheduling Issues

We need to fulfill our orders with whatever quantity is available at requested date and ship the balance once available automatically.

We have an older product available and want to use that up while systematically splitting the line to fulfill the remainder with a substitute.

In the reverse situation we need to automatically substitute an item if the full amount is not available to be shipped as my customer will not take split lines.


Auto Split Order Line During Scheduling Need to be able to schedule partial quantity if complete quantity is not available.

Enable “Scheduling Auto Split”. The order line will split to use up the current available quantity Supports “Item Substitution” for remaining unavailable quantity .


“Override ATP” via Mass Change Need to schedule multiple lines in “Override ATP” mode. Current manual process is slow and error prone.

Select “Override ATP” checkbox in

Mass Change form to schedule

multiple lines in one go .


Prevent Auto Scheduling for ship/arrival sets

Line gets scheduled upon saving if it is part of ship/arrival set causing performance issue, pre-mature visibility to production, unnecessary consumption of available qty to be reserved. Need to remove from set to prevent scheduling.

Set the new system parameter “OM : Auto Schedule Sets” to No.

Make sure the profile OM:AutoSchedule is set to No.


Agenda

4

2

3

1

5



Scheduling



Selling Services

Returns

User Interface


7

8

9

6


Integration with Oracle Approvals ManagementMy No Charge orders need authorization approvals!

Need to send a document for approval to dynamic list of approvers based on user defined criteria.

Need to send a document to multiple approvers at one go.

OM – Oracle Approvals

Management integration

Define appropriate business rules and conditions in AME.

Assign appropriate workflow process.


Agenda

6

2

3

4

5



Scheduling



Selling Services

Returns

User Interface


7

8

9

1


Item Substitution on Internal Sales Order Lines How can we substitute an item for Internal Sales Orders.

We cannot wait for the original item to be available or cancel the ISO and create new IR for the substitute item .

Set system parameter “Item Substitution for Internal Order”

Automatic substitution via Scheduling is also supported


6

Agenda

72

3

4

5



Scheduling



Selling Services

Returns

User Interface


1

8

9


Need to sell both Products and Subscriptions.

Need common Invoice for Products and Subscriptions.

Subscriptions as a Bundle/Configuration.

Extended warranties for Subscription.

Ordering Subscription Services from OM

Tangible and Intangible Subscriptions.

Include Subscriptions in model/kit like Cloud Subscription with Apps, Java.

Extended warranties for Subscriptions.

Extended Warranty as Promotion.

Subscription Services

Subscription attributes in OM


Subscription Ordering• Single UI for users to enter

Orders for both Products and Subscriptions– A single UI in OM, provides

ability to create Orders for both Products and Subscription Services.

– Once Sales Order is confirmed Service Contract is automatically created.

– Benefits of all the OM features like Credit Checking, Defaulting, Processing Constraints, Workflow

– One single public API and OrderImport support

• Single Customer Invoice for both Products and Services– Since Products and Services

were Ordered using two different UIs (OM & OKS), two separate invoices used to get generated.

– Single Invoice, for single Order.– Consolidated Invoice from OM

for both Products and Services.– Optionally Services can be

billed for just the first period amount from OM.

• Configurator support for Subscription Services– Provides ability to sell

Subscription Services as a “Bundle”.

– Allows user to configure / choose the Subscription Services needed for their business.

– Leverage BOM and CZ capabilities to setup “mutually exclusive” services, or enforce “mandatory” options of a Service.

26


3 8

1 6

Agenda

2

4

5



Scheduling



Selling Services

Returns

User Interface


7

9


Enabling Configurator for Return Orders

Need to be able create accurate RMAs through Configurator?

Set profile “OM: Enable Configuration UI for RMA” to YesAllows to achieve increased operational efficiency and accuracy during processing of returns.


3

9

1 6

Agenda

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Scheduling



Selling Services

Returns

User Interface


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My sales reps, users, customers need to check Order statuses and more. To do this we are having to build extensions or my CSRs are being questioned daily. How can Oracle help me?

My CSRs need better search capabilities and we wind up creating daily reports for them based on orders received.

Sometimes Sales personnel do not have access to their PCs. What can we do to support them?

We are customizing our UIs to be more user friendly – can you Help?

Requests for Information?


Web enabled, self service appEnables users to view detailed sales order, delivery and invoice information online

Order Information PortalOrder, Delivery & Invoice Details


Search & Analyze Orders/Order Lines In Endeca


Mobile Sales Order Inquiry

Easily find orders for my customers

View open orders with alerts highlighted

Get overview of the order and alerts

View an order line shipment status

Click icon to add picture Click icon to add picture Click icon to add picture Click icon to add picture


HTML User Interface

• Has functional parity with existing Forms UI for Sales Orders and Order Search in Order Organizer and Scheduling Organizer• Shares a common foundation with the

existing Forms UI e.g. Workflow, Defaulting Rules, Item Orderability, Processing Constraints, etc. • Enhanced Usability:– Tablet friendly layout– User configurable


Advanced Search


Edit Order


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1 6

Agenda

2

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Scheduling



Selling Services

Returns

User Interface


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Performance

How can we improve our performance across the board?


High Volume Order Processing and Order Import High Volume Order Processing (HVOP)

Is capable of processing millions of order lines daily

Enhanced in 12.1 to support Tax and Configurations

Enhanced to import successful lines, retaining failed lines to be re-submitted

Leverages the Same Order Import Tables

Blended Approach to get Maximum throughput of Importing OrdersImport high velocity orders through HVOPUse Order Import for Returns, Internal Orders, Drop Ships, Orders with Sets Separate/categorize orders by order source. Process the appropriate order source(s) through HVOP and Order Import

Order Import Capable of processing tens of thousands of order lines dailySupports all features of Process Order API


Work Flow Defer post booking workflow

activities like schedule line or ship interface.

Consider deferring booking to avoid peak hour .

Use “Purge Order Management Workflow” concurrent program to purge workflows on regular basis.

Pricing Use custom hook for zero dollar

lines to avoid pricing.

Tax

Delayed Tax .

Defer to invoicing if possible.

Scheduling Consider Limiting ATP to few

critical items.

Delayed Scheduling.

Try populating the warehouse on the line to avoid extra processing.

Check if arrival/lead time scheduling can be avoided.

On “Bill Only” lines types, set Scheduling Level to “Inactive Demand without Reservations”.

Credit Checking and Payments Limit credit checking to high risk

customers.

Defer Payment Processing.

Order Import/ HVOP Specify id columns in the interface

tables to speed up the process .

Avoid costly defaulting by passing column values in the interface tables.

Auto-scheduling(with Delay Scheduling) is more efficient for Order Import and HVOP than WF scheduling. Then Run Reserve orders program if needed.

Avoid using header level fulfillment set for large orders having bill only lines.

Improve peak hour performance


Oracle Applications: Current Release and RoadmapOracle E-Business Suite: Order Management Family

Order Management• Web-based Order Entry & Search UI• Item Substitution in Internal Orders• Configurator Returns• Productivity & Performance ERs• Support for EBS Yard Management

iStore• Multi-customer access• Usability Enhancements

Quoting• Usability Enhancements• Margin Computation • Purge Quote

Channel Revenue Management• Continued OAF Uptake• Volume Offer ERs…• Enhanced Checkbook & Budget Checkbooks• Offers Support for QP TCA Hierarchy• Autopay by OU

Order Management• Mobile App: Sales Orders for EBS• Sellers Workbench: Margin Analysis, Rebates• Continuation of HTML UIs• Parallel Thread Support for Schedule Order

Program• Manual ISO Splits

iStore• QA Check• Item Orderability

Quoting• Quote Validation• Solution Ordering• User Defined Attributes

Channel Revenue Management• Deferred Accrual & Revenue Recognition

Support• Mobile Support for Offers & Claims Approval• Continued OAF Uptake • Manual Approval/Rejection for Ship & Debit

Batches

Order Management• Returns for Internal Orders• Extended Warranty in BOM/Configurator• Mobile App: for Direct Story Delivery• Continuation of HTML UIs• Enhanced Global Trade Management

IntegrationsiStore• Item Cross References• Mobile application• Integration with RTD

Quoting• Integration with Global Trade Management• Integration with Channel Revenue Management• Integration with RTD

Channel Revenue Management• Provisional Accruals• Enhanced WSD Support• AME Integrations for all ChRM Modules• Enhanced Indirect Sales Order Error Processing

Release 12.2.4August 2014

What’s Next0-12 month planning cycle

Future DirectionsPost 12 month planning cycle


Order Management Sessions

Oracle E-Business Suite Order Management: Presenting the HTML and Mobile User Experience [CON7613]

• Bhavana Sharma - Sr. Principal Product Manager, Oracle

• Durgaprasad Bodapati - Director, Product Management, Oracle

Thursday, Oct 2, 12:45 PM - 1:30 PM - Westin Market Street - Franciscan II

https://oracleus.activeevents.com/2014/connect/speakerDetail.ww?PERSON_ID=C53BDF7E868BD19F43EC0F0647DD890D&tclass=popup

https://oracleus.activeevents.com/2014/connect/speakerDetail.ww?PERSON_ID=6917754AC90A39C0A9EECE0502EFF118&tclass=popup


Moscone West Upper Right WUR-021

• Order Management• Advanced Pricing• Supply Chain Event Mgmt

Oracle Demogrounds


Additional Resources

• R12.1 / R12.2 : Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Documents (Doc ID 1302189.1)

• Oracle Order Management Release Notes for Release 12.2.4 (Doc ID 1906521.1)

• Oracle E-Business Suite Extensions for Oracle Endeca Release Notes for Release 12.2 V5 (Doc ID 1663193.1)

• Oracle Order Management User’s guide and Implementation guide


Questions and Answers


Thank You!

How to be a “HERO” with Order Management Earl Eldridge, Senior Director Product Management...

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