Oracle OM Student Guide

8/10/2019 Oracle OM Student Guide

1/389

R12 Oracle Order ManagementFundamentals

Volume 1 - Student Guide

D50091GC10

Edition 1.0

September 2007

D52994


2/389

Copyright 2007, Oracle. All rights reserved.

This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy andprint this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way.Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display,perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorizationof Oracle.

The information contained in this document is subject to change without notice. If you find any problems in the document, pleasereport them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not

warranted to be error-free.

If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the UnitedStates Government, the following notice is applicable:

U.S. GOVERNMENT RIGHTSThe U.S. Governments rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restrictedby the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.

Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names maybe trademarks of their respective owners.

Author

Pratima Mahtani

Technical Contributors and Reviewers

Order Management QA Team, Karen Zawada, Rahul Sharma

This book was published using: oracletu tor


3/389

Copyright Oracle, 2007. All rights reserved.

Oracle Order Management Fundamentals Table of Contentsi

Table of Contents

Overview of Oracle Order Management .......... ........... .......... ........... ........... ........... ........... .......... ........... .......1-1Overview of Oracle Order Management .......................................................................................................1-3Objectives......................................................................................................................................................1-4

What is Oracle Order Management? .............................................................................................................1-5Order Capture and Order Fulfillment ............................................................................................................1-7Oracle Order Management Capabilities ........................................................................................................1-8Order to Cash Lifecycle.................................................................................................................................1-10Integration with Other Products.....................................................................................................................1-11

Practice - Practice - Creating a User and Assigning Responsibilities........................................................1-12Solution Creating a User and Assigning Responsibilities.......................................................................1-13Practice - Practice - Customizing the Quick Sales Orders Window ..........................................................1-16Solution Customizing the Quick Sales Orders Window .........................................................................1-17

Summary........................................................................................................................................................1-23

Order Entities and Order Flows ....................................................................................................................2-1Order Entities and Order Flows.....................................................................................................................2-3Objectives......................................................................................................................................................2-4

Order to Cash Lifecycle with Standard Items................................................................................................2-5Practice - Practice - Order to Cash Cycle with Standard Items .................................................................2-18Solution Order to Cash cycle with Standard Items.................................................................................2-19

Order to Cash Lifecycle with PTO Models and PTO Kits ............................................................................2-29Practice - Practice - Order to Cash Cycle with PTO Kits ..........................................................................2-31Solution Order to Cash Cycle with PTO Kits.........................................................................................2-32

Drop Shipments.............................................................................................................................................2-41Drop Shipments Across Ledgers ...................................................................................................................2-43

Practice - Order to Cash Cycle with Customer Acceptance ......................................................................2-46Solution Order to Cash Cycle with Customer Acceptance.....................................................................2-48

Back-to-Back Orders .....................................................................................................................................2-52Guided Demonstration Creating Back to Back Orders ...........................................................................2-53

Sales Agreements ..........................................................................................................................................2-62

Negotiation Agreement..................................................................................................................................2-63Approve Sales Agreement .............................................................................................................................2-64Releases Against a Sales Agreement.............................................................................................................2-65

Practice - Practice - Creating a Sales Agreement ......................................................................................2-67Solution Creating a Sales Agreement .....................................................................................................2-68

Order to Cash Lifecycle with Customer Acceptance.....................................................................................2-72Practice - Order to Cash Cycle with Customer Acceptance ......................................................................2-76Solution Order to Cash Cycle with Customer Acceptance.....................................................................2-78

Summary........................................................................................................................................................2-82

Multiple Organization Access Control Setup................................................................................................3-1Multiple Organization Access Control Setup ................................................................................................3-3Objectives......................................................................................................................................................3-4Organization Structure in Oracle Applications..............................................................................................3-5

Multi-Org Access Control (MOAC)..............................................................................................................3-7Using MOAC in Oracle Order Management.................................................................................................3-9Setting Up MOAC.........................................................................................................................................3-11

Guided Demonstration Setting Up Guided Deomonstration - Setting Up MOAC .................................3-13Summary........................................................................................................................................................3-23

Oracle Inventory Setup for Oracle Order Management..............................................................................4-1Oracle Inventory Setup for Oracle Order Management.................................................................................4-3Objective........................................................................................................................................................4-4Overview .......................................................................................................................................................4-5


4/389


Oracle Order Management Fundamentals Table of Contentsii

Receipt to Issue Lifecycle..............................................................................................................................4-6Inventory Organizations ................................................................................................................................4-7Setting Up Locations .....................................................................................................................................4-8Inventory Organization Structure ..................................................................................................................4-9Sample Inventory Organization.....................................................................................................................4-11

Guided Demonstration - Creating Subinventories.....................................................................................4-12Practice - Creating Subinventories ............................................................................................................4-13Solution - Creating Subinventories............................................................................................................4-14

Interorganization Shipping Networks............................................................................................................4-21Shipping Method ...........................................................................................................................................4-23Units of Measure ...........................................................................................................................................4-24Uses of Units of Measure ..............................................................................................................................4-25Unit of Measure Class ...................................................................................................................................4-26

Guided Demonstration - Creating Unit of Measure Classes ......................................................................4-27Unit of Measure Conversions ........................................................................................................................4-29

Guided Demonstration - Defining Unit of Measure Conversions..............................................................4-30Guided Demonstration - Creating Units of Measure .................................................................................4-31Practice - Defining Units of Measure ........................................................................................................4-32Solution Defining Units of Measure.......................................................................................................4-33

What is an Item?............................................................................................................................................4-37Steps to Setup, Define, and Maintain Items...................................................................................................4-38

Defining Items...............................................................................................................................................4-39Item Master Organization..............................................................................................................................4-41Item Validation Organization ........................................................................................................................4-43Item Attributes...............................................................................................................................................4-44Unit of Measure Attributes............................................................................................................................4-45Order Management Item Attributes...............................................................................................................4-47Item Validation..............................................................................................................................................4-51Item Status.....................................................................................................................................................4-54Item Statuses and Attributes..........................................................................................................................4-55Organization Assignment and Organization Items........................................................................................4-56Control Levels ...............................................................................................................................................4-57

Guided Demonstration - Defining Items....................................................................................................4-59Practice - Practice - Defining Items...........................................................................................................4-60

Solution - Defining Items ..........................................................................................................................4-62Item Relationships.........................................................................................................................................4-68Customer Items..............................................................................................................................................4-69What are Supply and Demand? .....................................................................................................................4-70Available to Promise .....................................................................................................................................4-71Uses of ATP in Oracle Inventory ..................................................................................................................4-72Defining an ATP Rule ...................................................................................................................................4-73

Guided Demonstration - Creating an ATP Rule ........................................................................................4-74Implementation Considerations.....................................................................................................................4-76Summary........................................................................................................................................................4-77

Oracle Receivables Setup for Oracle Order Management...........................................................................5-1Oracle Receivables Setup for Oracle Order Management .............................................................................5-3Objectives......................................................................................................................................................5-4

Overview of Trading Community Architecture.............................................................................................5-5Key Customer Related Concepts in TCA......................................................................................................5-6Adding Customers in Order Management .....................................................................................................5-8

Practice - Creating a Customer..................................................................................................................5-9Solution Creating a Customer.................................................................................................................5-10

Defining Payment Terms...............................................................................................................................5-14Defining Invoicing and Accounting Rules ....................................................................................................5-15Defining Auto-Accounting Parameters .........................................................................................................5-16Defining Territories in Receivables...............................................................................................................5-19


5/389


Oracle Order Management Fundamentals Table of Contentsiii

Practice - Defining a Territory...................................................................................................................5-20Solution - Defining a Territory..................................................................................................................5-21

Defining Invoice Sources (Batch Source) Automatic Transaction Numbering..........................................5-23Define Salespersons to Assign Sales Credit ..................................................................................................5-25Using the Resources Window to Create a Salesperson..................................................................................5-26

Guided Demonstration Creating a Salesperson ......................................................................................5-27Tax Setups in Transaction Types Window Receivables and Order Management ......................................5-28

Practice - Viewing Tax Setups...................................................................................................................5-29Solution Viewing Tax Setups .................................................................................................................5-30

Overview of Credit Checking........................................................................................................................5-31Defining Credit Checking on the Customers Page Profile Tab ..................................................................5-32

Practice - Defining Credit Check and Hold ...............................................................................................5-34Solution Defining Credit Check and Hold..............................................................................................5-35

Defining Credit Checking on the Customers Page - Profile Amounts Tab ...................................................5-37Credit Check Rules........................................................................................................................................5-39Summary........................................................................................................................................................5-40

Oracle Order Management Setup Steps........................................................................................................6-1Oracle Order Management Setup Steps.........................................................................................................6-3Objectives......................................................................................................................................................6-4Order Management Setup Steps ....................................................................................................................6-6Profile Options and System Parameters.........................................................................................................6-10Overview of QuickCode or Lookup Types....................................................................................................6-12Defining QuickCode or Lookup Types .........................................................................................................6-14Overview of Order Header and Order Line Processing Flows ......................................................................6-15Overview of Transaction Types Window......................................................................................................6-16

Guided Demonstration - Setting up Transaction Types .............................................................................6-19Practice - Setting up Transaction Types ....................................................................................................6-22Solution Setting Up Transaction Types ..................................................................................................6-23

Workflow in Transaction Types ....................................................................................................................6-29Guided Demonstration Creating and Booking a Sales Order, Viewing Workflow Status, Viewing Workflow

Status .........................................................................................................................................................6-31Guided Demonstration - Customizing Workflow Associated with an Order ............................................6-33

Overview of Document Sequences for Order Numbering.............................................................................6-37Defining Order Import Sources .....................................................................................................................6-39Overview of Processing Constraints..............................................................................................................6-40Setting up Processing Constraints .................................................................................................................6-42

Guided Demonstration - Setting Up a Processing Constraint ....................................................................6-45Defining Validation Templates......................................................................................................................6-48Defining Defaulting Conditions ....................................................................................................................6-50Defining Defaulting Rules.............................................................................................................................6-52

Practice - Setting Up a Defaulting Rule.....................................................................................................6-54Solution - Setting Up a Defaulting Rule ....................................................................................................6-58

Setting up Versioning and Audit History ......................................................................................................6-67Overview of Available To Promise (ATP)....................................................................................................6-69Overview of Scheduling Levels.....................................................................................................................6-71

Practice - Using Scheduling in the Sales Orders Window.........................................................................6-73Solution - Using Scheduling in the Sales Orders Window ........................................................................6-75

Auto-Schedule Profile Option .......................................................................................................................6-79Defining Credit Usage Rule Sets...................................................................................................................6-81Defining Credit Check Rules.........................................................................................................................6-83

Practice - Defining Credit Check Ruless ...................................................................................................6-85Solution Defining Credit Check Rule.....................................................................................................6-86

Summary........................................................................................................................................................6-88

Holds, Order Purge, and Exception Management Setup.......... ........... ........... .......... ........... ........... .......... ...7-1Holds, Order Purge, and Exception Management Setup ...............................................................................7-3Objectives......................................................................................................................................................7-4


6/389


Oracle Order Management Fundamentals Table of Contentsiv

Holds .............................................................................................................................................................7-5Seeded Holds.................................................................................................................................................7-6Automatic Holds............................................................................................................................................7-8Generic Holds................................................................................................................................................7-10Hold Sources .................................................................................................................................................7-11

Practice - Creating and Applying Holds ....................................................................................................7-13Solution - Creating and Applying Holds ...................................................................................................7-14

Order and Quote Purge..................................................................................................................................7-26Purge Sets ......................................................................................................................................................7-27Setting Up Exception Management ...............................................................................................................7-29

Guided Demonstration Setting up Exception Management....................................................................7-31Summary........................................................................................................................................................7-35

Basic Pricing Setup..........................................................................................................................................8-1Basic Pricing Setup........................................................................................................................................8-3Objectives......................................................................................................................................................8-4Overview of Pricing in the Order to Cash Process ........................................................................................8-5Overview of Pricing Integration....................................................................................................................8-6Overview of Pricing Concepts.......................................................................................................................8-8Overview of the Pricing Engine ....................................................................................................................8-10Overview of Pricing Security ........................................................................................................................8-11Overview of Price Lists .................................................................................................................................8-12Overview of Pricing Agreements ..................................................................................................................8-14Overview of Formulas...................................................................................................................................8-15Overview of Qualifiers ..................................................................................................................................8-16Overview of Modifiers ..................................................................................................................................8-17Overview of Contexts and Attributes ............................................................................................................8-19Overview of Freight and Special Charges Modifiers.....................................................................................8-20Overview of Basic Versus Advanced Pricing................................................................................................8-21Overview of Price Lists .................................................................................................................................8-22Price List Information....................................................................................................................................8-24Creating a Price List ......................................................................................................................................8-27Price List Header ...........................................................................................................................................8-28Price List Line ...............................................................................................................................................8-30Secondary Price List......................................................................................................................................8-34

Practice - Creating a Price List ..................................................................................................................8-35Solution - Creating a Price List..................................................................................................................8-37

Copy Price List ..............................................................................................................................................8-40Practice - Copying a Price List ..................................................................................................................8-41Solution - Copying a Price List..................................................................................................................8-42

Price List Maintenance: Overview ................................................................................................................8-44Manual Price List Updates.............................................................................................................................8-45

Practice - Manually Updating a Price List.................................................................................................8-47Solution - Manually Updating a Price List ................................................................................................8-48

Adjust Price List ............................................................................................................................................8-50Practice - Adjusting a Price List ................................................................................................................8-52Solution - Adjusting a Price List................................................................................................................8-53

Add Items to Price List..................................................................................................................................8-55

Practice - Adding an Item Category to a Price List ...................................................................................8-57Solution - Adding an Item Category to a Price List...................................................................................8-59

Overview of Modifiers ..................................................................................................................................8-62Creating Modifier Lists .................................................................................................................................8-63Adding Modifier Lines ..................................................................................................................................8-65Creating Modifiers Lines...............................................................................................................................8-66Modifier Line Examples................................................................................................................................8-68Modifier Types ..............................................................................................................................................8-69Discount Modifier..........................................................................................................................................8-70


7/389


Oracle Order Management Fundamentals Table of Contentsv

Practice - Creating a Discount Modifier Using Qualifiers.........................................................................8-71Solution - Creating a Discount Modifier Using Qualifiers ........................................................................8-74

Price Break Modifiers: Point Breaks .............................................................................................................8-80Surcharge Modifier........................................................................................................................................8-81Qualifier Overview........................................................................................................................................8-82Example of Qualifier Hierarchy ....................................................................................................................8-83Using Qualifiers with Modifier Lists.............................................................................................................8-85Freight and Special Charge List Modifier .....................................................................................................8-86Seeded Freight Charges.................................................................................................................................8-88Setting Up Freight and Special Charge List Modifiers..................................................................................8-89

Practice - Creating a Freight and Special Charge List Modifier................................................................8-90Solution - Creating a Freight and Handling Charges Modifier..................................................................8-95

Overview of Price Books...............................................................................................................................8-111Price Book Example 1 ...................................................................................................................................8-113Price Book Example 2 ...................................................................................................................................8-114Price Book Example 3 ...................................................................................................................................8-115Benefits of Price Books .................................................................................................................................8-116Price Book Implementation ...........................................................................................................................8-117Implementation Steps: Setting Key Profile Options .....................................................................................8-118Implementation Steps: Setting Key Profile Options......................................................................................8-119Implementation Steps: Verifying Pricing Parameters....................................................................................8-120

Implementation Steps: Setting Up the Default Printer...................................................................................8-122Implementation Steps: Setting up Oracle XML Publisher.............................................................................8-123Creating a Price Book....................................................................................................................................8-124Creating a Price Book: Defining General Price Book Criteria .....................................................................8-125Creating a Price Book: Defining Price Calculation Criteria .........................................................................8-126Creating a Price Book: Selecting Price Book Publishing Options................................................................8-127Price Book Publishing Templates..................................................................................................................8-128Price Book Publishing: Document Types......................................................................................................8-129Generating and Publishing Price Books ........................................................................................................8-130Viewing Price Book Details Online ..............................................................................................................8-131Maintaining Price Books ...............................................................................................................................8-133Republishing Price Books..............................................................................................................................8-134Viewing Errors ..............................................................................................................................................8-135

Profile Options in Basic Pricing ....................................................................................................................8-136Summary........................................................................................................................................................8-138

Overview of Shipping Execution ....................................................................................................................9-1Overview of Shipping Execution...................................................................................................................9-3Objectives......................................................................................................................................................9-4Shipping Execution Flow ..............................................................................................................................9-5Delivery and Delivery Lines..........................................................................................................................9-7Trips and Stops ..............................................................................................................................................9-8Delivery Leg..................................................................................................................................................9-9Containers/LPNs............................................................................................................................................9-10Pick Release...................................................................................................................................................9-11Move Orders..................................................................................................................................................9-12Pick Confirmation..........................................................................................................................................9-13

Ship Confirm .................................................................................................................................................9-14Automated Shipping Process.........................................................................................................................9-16One Step Shipping.........................................................................................................................................9-17Shipping Transactions Form..........................................................................................................................9-19

Guided Demonstration Shipping Transaction Form...............................................................................9-20Query Manager..............................................................................................................................................9-21Data Manager ................................................................................................................................................9-22Quick Ship Window ......................................................................................................................................9-23

Guided Demonstration Quick Ship Window ..........................................................................................9-24


8/389


Oracle Order Management Fundamentals Table of Contentsvi

Reports and Processes ...................................................................................................................................9-26Integration With Oracle Order Management .................................................................................................9-27Integration With Oracle Transportation Management...................................................................................9-28Integration With Oracle Warehouse Management.........................................................................................9-29Integration with Oracle Workflow.................................................................................................................9-30Summary........................................................................................................................................................9-31

Shipping Execution Setup...............................................................................................................................10-1

Shipping Execution Setup .............................................................................................................................10-3Objectives......................................................................................................................................................10-4Roles..............................................................................................................................................................10-5

Guided Demonstration - Defining Roles ...................................................................................................10-7Practice - Defining Roles...........................................................................................................................10-8Solution - Defining Roles ..........................................................................................................................10-9

Granting Roles To Users ...............................................................................................................................10-14Guided Demonstration Granting Access to Roles ..................................................................................10-16Practice - Granting Access to Roles ..........................................................................................................10-17Solution -Granting Access to Roles...........................................................................................................10-18

Freight Carriers..............................................................................................................................................10-19Guided Demonstration - Defining Freight Carriers ...................................................................................10-21

Freight Costs..................................................................................................................................................10-22Guided Demonstration Defining Freight Cost Types .............................................................................10-23

Transit Times.................................................................................................................................................10-25Regions and Zones.........................................................................................................................................10-27Shipping Document Sets ...............................................................................................................................10-29

Guided Demonstration Defining Document Sets....................................................................................10-30Document Categories ....................................................................................................................................10-31XML Publisher Enabled Documents.............................................................................................................10-33Customizing and Creating Templates............................................................................................................10-35Document Sequences.....................................................................................................................................10-36Choosing Printers For Searching Documents and Labels..............................................................................10-38ITM Adapter Integration ...............................................................................................................................10-40Delivery Compliance Screening....................................................................................................................10-41Shipping Exceptions......................................................................................................................................10-43Defining Shipping Exceptions.......................................................................................................................10-45Logging Shipping Exceptions........................................................................................................................10-47View and Update Logged Shipping Exceptions ............................................................................................10-49

Guided Demonstration Viewing Shipping Exceptions ...........................................................................10-50Purge and Resolve Logged Shipping Exceptions ..........................................................................................10-52Running Pick Release....................................................................................................................................10-53Release Sequence Rules ................................................................................................................................10-54

Practice - Defining Release Sequence Rules .............................................................................................10-56Solution -Defining Release Sequence Rules..............................................................................................10-57

Pick Slip Grouping Rule................................................................................................................................10-58Practice - Defining Pick Slip Grouping Rules ...........................................................................................10-60Solution - Defining Pick Slip Grouping Rules ..........................................................................................10-61

Release Rules.................................................................................................................................................10-62Release Rule Order Tab..............................................................................................................................10-63

Release Rule Shipping Tab.........................................................................................................................10-65Release Rule Inventory Tab........................................................................................................................10-67

Practice - Defining Release Rules .............................................................................................................10-69Solution - Defining Release Rules.............................................................................................................10-70

Pick Release tab in Shipping Parameters Window........................................................................................10-72Auto Allocate.................................................................................................................................................10-74Autocreate Deliveries ....................................................................................................................................10-75Auto Pick Confirm.........................................................................................................................................10-76Release Sales Orders for Picking Window....................................................................................................10-78


9/389


10/389


11/389


Oracle Order Management Fundamentals Table of Contentsix

Preface

Profile

Before You Begin This Course

Thorough knowledge of navigation through the applications

Working experience with Oracle Order Management

Prerequisites

There are no prerequisites for this course.

How This Course Is Organized

This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations

and written practice sessions reinforce the concepts and skills introduced.


12/389


Oracle Order Management Fundamentals Table of Contentsx

Related Publications

Oracle Publications

Title Part Number

Oracle Order Management Users Guide B28099-01

Oracle Order Management Implementation Manual B25975-01

Oracle Shipping Execution Users Guide B31232-01

Oracle Inventory Users Guide B31547-02

Oracle Advanced Pricing Users Guide B31581-01

Oracle Advanced Pricing Implementation Manual B31440-01

Additional Publications

System release bulletins

Installation and users guides

Read-me files

International Oracle Users Group (IOUG) articles

Oracle Magazine


13/389


Oracle Order Management Fundamentals Table of Contentsxi

Typographic Conventions

Typographic Conventions in Text

Convention Element Example

Bold italic Glossary term (ifthere is a glossary)

The algorithminserts the new key.

Caps and

lowercase

Buttons,

check boxes,

triggers,

windows

Click the Executable button.

Select the Cant Delete Card check box.

Assign a When-Validate-Item trigger to the ORD block.

Open the Master Schedule window.

Courier new,

case sensitive

(default is

lowercase)

Code output,

directory names,

filenames,

passwords,

pathnames,

URLs,

user input,usernames

Code output: debug.set (I, 300);

Directory: bin(DOS), $FMHOME(UNIX)

Filename: Locate the init.orafile.

Password: User tigeras your password.

Pathname: Open c:\my_docs\projects

URL: Go to http://www.oracle.com

User input: Enter 300

Username: Log on as scott

Initial cap Graphics labels

(unless the term is a

proper noun)

Customer address (butOracle Payables)

Italic Emphasized words

and phrases,

titles of books and

courses,

variables

Do notsave changes to the database.

For further information, see Oracle7 Server SQL Language

Reference Manual.

[email protected], where user_idis the

name of the user.

Quotation

marks

Interface elements

with long namesthat have only

initial caps;

lesson and chapter

titles in cross-

references

Select Include a reusable module component and click Finish.

This subject is covered in Unit II, Lesson 3, Working with

Objects.

Uppercase SQL column

names, commands,

functions, schemas,

table names

Use the SELECT command to view information stored in the

LAST_NAME

column of the EMP table.

Arrow Menu paths Select File> Save.Brackets Key names Press [Enter].

Commas Key sequences Press and release keys one at a time:[Alternate], [F], [D]

Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]


14/389


Oracle Order Management Fundamentals Table of Contentsxii

Typographic Conventions in Code

Convention Element Example

Caps and

lowercase

Oracle Forms

triggers

When-Validate-Item

Lowercase Column names,

table names

SELECT last_nameFROM s_emp;

Passwords DROP USER scottIDENTIFIED BY tiger;

PL/SQL objects OG_ACTIVATE_LAYER(OG_GET_LAYER (prod_pie_layer))

Lowercase

italic

Syntax variables CREATE ROLE role

Uppercase SQL commands and

functions

SELECT useridFROM emp;

Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you

through Oracle Applications.

(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve

This simplified path translates to the following:

1. (N) From the Navigator window, select Invoicethen Entrythen Invoice Batches

Summary.

2. (M) From the menu, select Querythen Find.

3. (B) Click the Approvebutton.

Notations:

(N) = Navigator

(M) = Menu

(T) = Tab

(B) = Button

(I) = Icon

(H) = Hyperlink

(ST) = Sub Tab


15/389


Oracle Order Management Fundamentals Table of Contentsxiii

Typographical Conventions in Oracle Application Help System Paths

This course uses a navigation path convention to represent actions you perform to find

pertinent information in the Oracle Applications Help System.

The following help navigation path, for example

(Help) General Ledger > Journals > Enter Journals

represents the following sequence of actions:

1. In the navigation frame of the help system window, expand the General Ledger entry.

2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.

4. Review the Enter Journals topic that appears in the document frame of the help system

window.


16/389


Oracle Order Management Fundamentals Table of Contentsxiv


17/389


Overview of Oracle Order ManagementChapter 1 - Page 1

Overview of Oracle OrderManagement

Chapter 1


18/389




19/389



Overview of Oracle Order Management


20/389



Objectives


21/389



What is Oracle Order Management?

What is Oracle Order Management?

Oracle Order Management is the central product used to capture and fulfill different types

orders and returns from different sources. Some of the order types that are supported by Oracle

Order Management are: Orders with standard items, orders with service items (warranties),

orders with PTO Models and PTO Kits, orders with ATO Models and Kits, orders with CTOitems, returns, drop shipments, sales agreements with releases, back to back and internal

orders.

Using the Oracle Workflow engine, you can model and execute any order process. You cancustomize workflow processes to reflect your business practices.

Order Capture

You can get orders from various sources: Import, EDI/XML, CRM, entry, etc. The SalesOrders and Quick Sales Orders window enable you to enter, view and search for orders andreturns. The Order Organizer window enables you to search for orders based on multiple

criteria, perform mass updates and scheduling operations on many orders and lines at a time.

Using the e-Commerce (EDI) Gateway and the XML Gateway you can bring in orders fromother legacy systems and with the help of Order Import (Order Import API which in turn calls

Process Order API) you can convert them into the format that Oracle Order Management


22/389



accepts. Within e-Business Suite, you can obtain orders from the online store (iStore of CRM)

or Quoting and use them in Oracle Order Management.

Process Order API is used to receive any entered or imported orders. Process Order API is used

to perform operations like create, update, delete on all the objects (header, line, pricing entities)

of the sales orders window. When an order is captured, Process Order API performs tasks likeAttribute Level Security Check, Attribute Validation, Defaulting, Record Validation, Database

Write, Cross Record and Cross Entity logic to ensure data integrity and consistency.Order Fulfillment

The Order Fulfillment process enables you to fulfill orders of various types, some of which areInternal Orders, Back-to-Back Orders, Drop Shipments, Configure to Order etc.

The fulfillment activity is actually a seeded workflow activity (FULFILL_LINE) and it ensures

that the order lines are ready for completion. There are two activities which are considered

fulfillment method activities in the seeded OM workflows. For a standard shippable line thefulfillment method activity is the shipping activity. For a return line the fulfillment method

activity is the receiving activity. You may define any activity as the fulfillment method activity

in a workflow process. The fulfillment activity must be between the fulfillment method activityand the invoice interface activity in the respective workflows.


23/389



Order Capture and Order Fulfillment


24/389



Oracle Order Management Capabilities

Oracle Order Management Capabilities

You can get orders from various sources, process and fulfill them in e-Business suite.

You can manage your orders by restricting the organization(s) your order(s) can be created and

viewed/updated in.

With Pricing and Shipping Execution integration, you can ensure that the order gets progressedto the state where it can be fulfilled, which means, all the conditions that satisfy the order

completion are met.

The complete Order to Cash flow involves cycles like Order Entry to Fulfillment, and Order

Fulfillment to Invoicing.

Being a part of the e-Business Suite, Oracle Order Management integrates with AOL so that

you can create sub-menus and functions and assign them to an Order Management

responsibility, create and use concurrent request groups pertaining to Order Management,

customize Order Management forms etc.

You can personalize the Order Information Portal (HTML) pages using the following option:

In any of the Order Information Portal pages, click the Personalize Page link and on the entity

(for example: Header, Column Name) click the Personalize icon. You can personalize at anyone of the four levels: Function, Site, Organization, Responsibility. You need to enable the


25/389



profile option Personalize Self-Service Defn for the Personalize Page link to display on the

page.


26/389



Order to Cash Lifecycle

Order to Cash Lifecycle

A typical order-to-cash cycle is as follows: You can enter orders from diverse sources like

iStore (online store application), EDI, XML or data entry. After you enter an order, the items

on the order are validated in Oracle Inventory; a price is calculated for the items using the

pricing engine; the availability of the items are checked and may be reserved; the items arethen pick released and shipped to the customer. You can record the customers acceptance of

the goods either before the items are billed or after the billing takes place. Customer

Acceptance is optional and you can enable the Customer Acceptance functionality using thesystem parameter Enable Fulfillment Acceptance. You can then invoice the customer for the

items shipped, perform cash management and bank reconciliations.


27/389



Integration with Other Products

Integration with Other Products

Oracle Order Management is closely integrated with the Advanced Pricing, Shipping

Execution, Configurator and Release Management products that are part of the Order

Management suite.


28/389



Practice - Practice - Creating a User and AssigningResponsibilities

Overview

In this practice you will learn how to create a user and assign responsibilities to the user

Assumptions

You must have access to an Oracle Application Vision database or comparable trainingor test instance at your site on which to complete this practice.

Your instructor will provide login information.

Replace XX with the number provided by your instructor or your initials.

Use System Administrator or comparable System Administration responsibility.

Tasks

1. Create a user and assign responsibilities to it.

2. Ensure that the Order Management Super User Vision Operations USA responsibility has

the appropriate menu assigned to it.


29/389



Solution Creating a User and Assigning Responsibilities

Login

1. Login to the database.

User Name: operations

Password: welcome

2. Select the System Administrator responsibility.

3. Create a User. (N) Security > User > Define

Enter the following information:

a. User: b. Password:

c. Password Expiration: select Noned. Effective Dates: enter dates

4. (M) File > Save.


30/389



5. Assign the following responsibilities to your user using (T) Direct Responsibilities:

Responsibility Security Group

Order Management Super User, Vision Operations

(USA)

Standard

Inventory, Vision Operations (USA) Standard

Receivables Manager Standard

System Administrator Standard

Human Resources, Vision Enterprises Standard

Purchasing Super User, Vision Operations Standard

Revenue Management Super User, Vision Operations (USA) Standard

6. (I) Save.

7. Log out of the operations username and login again using your newly created account.

You will be prompted to change your password.

Note: You can use this account for subsequent logins.

8. Once you have logged in again, select the System Administrator responsibility again

and navigate to (N) Security > Responsibility > Define.

9. Query for the Order Management Super User Vision Operations USA responsibility(F11 and Ctrl-F11).

10. Please ensure that the appropriate menu (shown below) ADS_OM_SUPERMENU isassigned to the OM Super User responsibility.


31/389



11. Save your work and close the Responsibilities window.


32/389



Practice - Practice - Customizing the Quick Sales Orders Window

Overview

In this practice you will learn how to customize the Quick Sales Orders window.

Open the Quick Sales Orders window

Use the Folder Tool

Enable Diagnostics

Personalize the Quick Sales Orders window

Assumptions

You must have access to an Oracle Application Vision database or comparable trainingor test instance at your site on which to complete this practice.

Your instructor will provide login information.

Replace XX with the number provided by your instructor or your initials.

Use System Administrator or comparable System Administration responsibility.

Tasks

1. Login to the database with the login and password that you created in the previous practice.

2. Choose the responsibility Order Management Super User, Vision Operations (USA).

3. Create a folder at the header and line level using the Folder tool.

4. Enable Diagnostics.

5. Personalize the Quick Sales Orders window.


33/389



Solution Customizing the Quick Sales Orders Window

Login

1. Login to the database.

UserName:

Password:

Choose Responsibility

2. Order Management Super User, Vision Operations (USA) Responsibility is selected.

Customize the Quick Sales Orders window

3. (N) > Orders, Returns > Quick Sales Orders

4. Place your cursor on any of the header fields and then select (M) Folder > New or (I)

Folder Tools > (I) New.

5. The following window opens:


34/389



6. Enter the following:

Folder - a name for the header level folder, replacing XX with your initials.

Autoquery Never

Open as default selected

Public selected

Others tab (Others box) selected

Configure Buttons block you need to display the Actions button in thewindow, so select the Display box of the Actions entry in the Action Name

column

Click OK to save and return to the Quick Sales Orders window

Verify the following: your new folder name, Others tab, Actions button should

be visible on the window


35/389



7. Place your cursor at a line level field and re-open the Quick Sales Orders window: (M)

Folder > New or (I) Folder Tools > (I) New.

Note: Enter the order type and customer name in the header so that you can navigateto the lines region.

8. Enter the following:

Folder enter the folder name, replacing XX with your initials

Autoquery Never

Open as default selected

Public selected

Line Tabs block select all the tabbed regions that you wish to see in the

window

Line Details (Regions) select all the regions that you wish to use in the

window (these are accessible by clicking on the icon at the bottom right ofthe window this expands to show the details of the selected region)


36/389



9. Save your work and return to the Quick Sales Orders window.

10. Verify the following: your new folder name, all tabs in the Lines block, Regions

should be visible on the window.

Personalize the window using Forms Personalization

11. With the Quick Sales Orders window open, navigate to the Personalizations window:(M) Help > Diagnostics > Custom Code > Personalize

12. If there are seeded personalizations already in the window, do not modify them.

13. Enter a short description in the Description column, Workflow Status menu. Select

the Level as Function and select the Enabled box.

14. (T) Condition: Select the Trigger Event as WHEN-NEW-FORM-INSTANCE with a

processing mode of BOTH.

15. (T) Actions: Enter the following:

a. Seq: 1

b. Type: Menu

c. Description: wf menu

d. Language: All


37/389



e. Enabled box: selected

16. Menu Entry: SPECIAL2:

17. Menu Label: Workflow Status

18. (B) Validate.

19. (B) Apply Now.

20. Close the Personalizations form and return to the Quick Sales Orders window.

21. Close the Quick Sales Orders window and reopen it. Check if the Workflow Status

menu option is now available in the Tools menu.

Use the Specials Menus to add some menu option to your Quick Sales Order window. Thelist is below:

Function Special Menu #

Find Customer SPECIAL1

Workflow Status SPECIAL2

Price Debug SPECIAL3

AutoSchedule SPECIAL4


38/389



User Sets SPECIAL5

Purge SPECIAL6

Show Line Details SPECIAL7

Item Search SPECIAL8

Quick Customer Entry SPECIAL9

Debug SPECIAL10

Apply Holds SPECIAL11

Mass Change SPECIAL12

Schedule SPECIAL14

Audit SPECIAL15


39/389



Summary


40/389




41/389


Order Entities and Order FlowsChapter 2 - Page 1

Order Entities and OrderFlows

Chapter 2


42/389




43/389



Order Entities and Order Flows


44/389



Objectives


45/389



Order to Cash Lifecycle with Standard Items


The sales orders window consists of two regions: header region and lines region. You can use

the folder functionality to specify which tabs you want to see on the regions, however the Main

tab in both the regions is mandatory, and is always visible in the window.

The important header information that you would require to enter in the Main tab: CustomerName or Number, Order Type. Once you enter these values, other values such as Ship-To

Address, Bill-To Address, Shipping Method, Price List default in the window.

Order Numbers are generated (not defaulted) based on the Order Type. A document sequence

is assigned to every Order Type so that a sales order number is generated.

The value in the Operating Unit field is defaulted based on the responsibility that is associated

to your username. The warehouse assigned (in the Others tab) defaults based on the operatingunit.

For more information on defaulting rules, please refer to Module 6.

Required fields for order lines are: Ordered Item and Quantity. Again, based on defaulting

rules and setups in Pricing, Inventory and Shipping, the other values would default on the sales

orders line. If you have entered the item, UOM and Item Description would default.


46/389



A standard item is a finished good that is not an assembled or configured item, a service or a

component. Other item types used in orders are: Assemble to Order (ATO) models, ATOitems, Pick to Order (PTO) models, and kits.

Please note that the sales orders window is used for entering and processing returns. Returns

are processed for standard items, configured items for ATO models and option items for PTOmodels.


47/389





Processing Constraints are a security framework where you can define rules in Oracle Order

Management that validate back-end operations such as Create, Update, Delete and Cancel. For

example, you might want to change the order type on the order header, however if your order

has a status of Booked or if lines have been entered for the order, processing constraintsprevent you from updating the order type field. Similarly, you cannot perform a delete

operation on an order line if it has a status of Closed, if it is ship confirmed or invoice

interfaced. An error message is displayed explaining why you cannot perform the operation(Create, Update, Delete or Cancel).

There are three types of processing constraints user, extensible and system. You cannot

modify system processing constraints.Process Order API calls the processing constraints framework to validate the order entities(headers, lines, sales credits, pricing attributes, or price adjustments) in case of create, update,

delete and cancel operations. In case of updates and delete operations, Process Order API also

checks for the values of dependant attributes and clears them or sets them to MISSING value.Usually dependant attributes are defaulted, so defaulting rules are also called by Process Order

API during order entry.


48/389



Defaulting Rules enable you to speed up data entry by passing values in the window based on

some key values you have entered. For example, in the order header, Ship-To Address andBill-To Address values default in the window once you enter the customer name or number. If

you enter an item number, the Unit of Measure and Item Description automatically default on

the order line.


49/389





Basic Pricing is part of Oracle Order Management and Advanced Pricing is part of the Order

Management family. The pricing engine is integrated with Order Management processes and

flows. The pricing engine consists of a search engine and a calculation engine.

When you enter an item on the sales orders line, the pricing engine is called and it calculatesthe price on the order line after reading it from the price list associated with the customer/order

type. The price list may contain some modifiers and qualifiers that may be applied to the base

price and the pricing engine calculates these before placing a final value in the Unit SellingPrice field in the order line.

A modifier such as a discount, surcharge or special charge may be applied to the base price and

may alter the value of the item. You can apply a modifier at the list (order) level or the linelevel.

A qualifier helps you define who is eligible for a price list or modifier. A qualifier can be a

customer name, a customer class, an order type, or an order amount that can span orders.

Usually you set up a qualifier and associate it to a modifier or price list.

From the header or line, you can use Actions > View Adjustments to see the details ofmodifiers that were applied automatically by the pricing engine or to apply manual discounts.


50/389





You can view the progress of the order using the Tools > Workflow Status option. This

provides a visual representation (using the View Diagram button) of the state of the order while

it progresses through different activities like booking, awaiting shipping, pending customer

acceptance.

The Workflow engine enables you to control the processing of various order types quotes,

orders and lines, returns, sales agreements. Though seeded workflows are available with Oracle

Order Management, you can customize a flow to suit your particular business requirements.

Some examples of commonly used flows:

Order Flow Generic: This flow consists of two sub-processes, Book Order Manual and

Close Order. You can use this flow to verify that and order is booked and closed properly.This flow is normally associated to a transaction type (which is used to setup an order typein the sales orders window).

Order Flow Generic with Header Level Invoice Interface: When ALL of the lines of the

order are fulfilled, this flow ensures that the order is then ready to be progressed to invoice

interface.


51/389



Line Flow Generic: When you save a line in the sales orders window, this flow initiates

to ensure that an order line is properly entered, scheduled, shipped, fulfilled, invoiced andclosed. It performs these various activities mentioned using sub-processes like Enter

Line, Schedule Line, Ship Line Manual, Fulfill, Invoice Interface Line, Close Line.


52/389


53/389





Based on the release criteria you specify, you can pick release order lines. These order lines

can be pick released together on a trip, stop or delivery. With pick release you can move the

items from the warehouse to the staging areas. With pick release you move the items from the

warehouse to the staging area. Along with physically moving the items, you perform a moveorder transaction to record the stock movement in Inventory.

You can Pick Release using a one, two, or three-step process.

The one-step process consists of selecting the Auto Allocate box on the Inventory tab and the

Auto Pick Confirm box on the Inventory tab when you run Pick Release, which means that thePick Recommendation is automatically created and Pick Confirmed without any manual

intervention.The two-step process consists of selecting Auto Allocate (not Auto Pick Confirm), whichcreates a move order that is automatically detailed. It enables you to view the Pick

Recommendation and provides the opportunity to change quantity, location, and subinventory.

You can report a missing quantity at the Pick Confirmation step in the Transact Move Orderswindow. Once you have made your changes, you can transact the move order to Pick Confirm

the inventory.


54/389



The three-step process consists of selecting neither the Auto Allocate or Auto Pick Confirm

check boxes. This creates a move order whose details you can enter manually or automaticallyin the Transact Move Orders window. After the details are entered, you can transact the move

order to pick confirm the transaction.

You can pick release the order using the Shipping > Release Sales Orders window to pickrelease online or using a concurrent program or SRS Pick Selection List Generation SRS.

You need to specify the Release Rule Name to be able to proceed with the pick release whenusing the concurrent program or SRS.


55/389





When you need to confirm that your items have been shipped out of inventory to the customer

as a delivery, use the Ship Confirm window. Perform Run Ship Confirm to indicate that the

items are loaded onto the carrier from the staging location. When you run Ship Confirm, the

system decrements Oracle Inventory and updates the sales order line status. This information isthen transferred through AutoInvoice to Oracle Accounts Receivables for invoicing. Finally,

accounting information can be sent to the general ledger from Oracle Inventory and Oracle

Accounts Receivables.


56/389





From a general viewpoint, AutoInvoice enables you to import various transactions like

invoices, debit memos, credit memos, on-account credits from other Oracle products (Projects,

Order Management, Service, Property Management) or non-Oracle systems like legacy

systems. You can use a SQL Loader (for non-Oracle sources) or Interface programs (for otherOracle products) to import data into the Invoice Interface tables. Where required, tax is

calculated for the imported lines, and they are validated and passed to the Receivables tables.

AutoInvoice is a concurrent program in Oracle Receivables that performs invoice processing atboth the order and line levels. You can interface orders, returns and charges information to

Receivables to create invoices, credit memos and credits on account, recognize revenue and

manage sales credits. Once an order or line or set of lines is eligible for invoicing, the InvoiceInterface workflow activity interfaces the data to Receivables. Oracle Order Management

inserts records into the following interface tables: RA_INTERFACE_LINES and

RA_INTERFACE_SALES_CREDITS. Please note that Oracle Order Management does not

use RA_INTERFACE_ DISTRIBUTIONS because all account code creation is done byAutoInvoice based on the Aut

Oracle OM Student Guide

Documents

Transcript of Oracle OM Student Guide