Order Management Overview

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Order Management

Overview

OrderOrderManagementManagement

Order Management

Shipping Execution

Configuration Management (optional)

Advanced Pricing (optional)


New Architecture

New User Interface

New Functionality

Enhanced Functionality

Pricing

Configuration Management

Order Management Portal

OMOMArchitectureArchitecture

Internet, Workflow, Objects

TailorableOrder Forms

ShipmentPlanning

ElectronicDemand Mgmt

AdvancedConfigurator

Reservations

Credit CardPayments

Sales OrderWorkbench

Industry-specific faces

iStore

Self ServiceTracking

Warehouse

High VolumeEDI/XML

Adv. Pricing& Deals

GlobalATP/CTP

Telesales

Field Sales

Service

Carriers

CreditAgencies

Source Destination

New Engine

Processes orders entered via CRM Order Capturing products:

• Marketing

• iStore

• TeleSales

• Service

Order Management

DemandCreation

LeadGeneration

Profiling

OpportunityMgmt

Quote Mgmt

CustomerMgmt

ContactCenter

ServiceMgmt


Seamless front-office/back-office integration

New Schema

HEADERS HEADERS

LINES LINES

LINE DETAILS

LINE DETAILS

PICKING LINES

PICKING LINES

PICKING LINE DETAILS

PICKING LINE DETAILS

DEMAND DEMAND

HEADERSHEADERS

LINES LINES

RESERVATIONS RESERVATIONS

R10.7/R11 R11i


Workflow New

frameworks for – Security

Rules– Defaulting

Line-level Independence

ORDER CYCLES ORDER

CYCLES

SECURITY RULES

SECURITY RULES

WORKFLOWWORKFLOW

PROCESSING CONSTRAINTSPROCESSING CONSTRAINTS

R10.7/R11 R11i

SVRSSVRS DEFAULTING RULES

DEFAULTING RULES


Workflow BasedWorkflow Based

Replaces Order Cycles

Replaces Approvals

Provides Notification to outside and internal resources

View status

using graphical Workflow Monitor


OM OM User InterfaceUser Interface

Trees

Saved Queries

Order Organizer

Tabs

Folders everywhere


Order Header is a folder

Addresses are visible

Quick right mouse functions


Folder enabled

Tabular format

Running total

New smart Pop-up ATP window

OMOMNew FunctionalityNew Functionality

Replace Standard Value Rule Sets

Default Order Type

Defaulting for Returns

Defaulting from Descriptive Flexfields

Can use a formula (today + 7)

PL/SQL API for more complex cases

Customer Profile

Customer Site

Item Data

Order Lines

Order Header

Defaulting RulesDefaulting Rules

Security constraints by responsibility

Mass Change of Orders/Lines

History of quantity reductions

Change/Cancel after Pick Release

Cancel all remaining on an order


Order Changes/CancellationOrder Changes/Cancellation

Tolerance percentage

Set at Customer, site, item, customer/item or global level

Shipping can override tolerances

Line automatically closes if within under-ship tolerance

Option to invoice over-shipments for ordered quantity or shipped quantity

Over/Under-ShipmentsOver/Under-Shipments


For all Quantities

Standard Items Only

Use of decimals controlled at item setup

1.75

tons5.376

lbs

Decimal QuantitiesDecimal Quantities


Set up using Inventory/PDM forms– Customer Item Numbers– UPC codes– EAN numbers– Any generic item identifiers

Enter on orders manually or thru Order Import

Print on documents and reports

Item Cross ReferencesItem Cross References


Single point of maintenance for customer addresses and locations

Workflow replaces Purchase Release concurrent program

Intecom

Invoice

Supplier Customer

Pur

chas

e O

rder

Invo

ice

Purchase Order

ASN

Vendor Drop ShipmentsVendor Drop Shipments


Requested Ship or Arrival Dates

Auto-scheduling– Automatic

Availability display

– Global ATP– Automatic

Reservations

•Stock Inventory - alternate locations•Intransit •Future manufacturing capacity •Purchase Orders•WIP•Raw Materials•Vendor Inventory

•Grade/Quality Levels•Inventory Levels•Shipping Costs•Promotional Item Codes•Delivery date (ATP)•Shipping Preferences•Generic items (UPC,EAN)•Customer Item Codes

Preferences

Ava

ilabi

lity

Sources

Sources Qualifiers

Enhanced Scheduling & ReservationsEnhanced Scheduling & Reservations


Calculate tax amounts for cross border international shipments

Tax can be based on– Ship-to– Ship-from– FOB– Point of order

origin– Point of order

acceptance

Customer

Ordering Company

Supplier

Tax TriangulationTax Triangulation


Integrates with iPayment

Obtains Authorization

Masking of sensitive credit card data

Payment capture occurs in AR


Credit Card ProcessingCredit Card Processing


Carrier IntegrationCarrier Integration

Expanding Program

Carrier IntegrationCarrier Integration


11i release 2

Apply / Release from Sales Order form

Combination Holds (two entities)– Customer - Item– Item - Warehouse– Customer Site –

Warehouse

View Hold history

OMOMEnhanced FunctionalityEnhanced Functionality

Holds and ReleasesHolds and Releases

Copy directly from Sales Order form

No separate Copy Order form

Copy selected lines only or copy multiple orders

Append lines to existing order

2 PC

5

Mouse2 PC

5

Mouse

2 PC

5

Mouse

Order CopyOrder Copy


Order/Return lines on same order for trade-ins

Common PO Receiving forms

Record expected Serial / Lot numbers

Acknowledgments print for Returns ReturnsReturns


Type of Sets– Ship Sets– Arrival Sets– Fulfillment Sets

Access via right mouse

Automatically put lines into Sets

Change set attributes in Sales Order form

Shipping can break sets Line SetsLine Sets


Rules Based

Automatically deployed

AttachmentsAttachments


Treated just like other orders

Order Changes allowed based on security constraints

Changes in quantity sent back to PO

Internal OrdersInternal Orders


Multiple charges at header and line

UI to input, view and edit

Import thru Order Import

Apply automatically

API for calculation

Handling

Insurance

Freight Charges

Freight & Special ChargesFreight & Special Charges


Option to print details of Discounts

Ordered Item Description

Workflow replaces Receivables Interface

InvoicingInvoicing


Unfolding strategy

New functionality

ShippingShipping


Trip/Stop

Container management

ShippingShipping


Order Import Enhancements– Error Correction Forms– Import of Returns– Price and payment terms

validation

New EDI transactions– Inbound Order Changes

(860/ORDCHG)– Outbound Order

Acknowledgments (855/865/ORDRSP)

XML enablede-Commerce Capabilitiese-Commerce Capabilities


PricingPricing

Pricing EnginePricing Engine

PricingPricing

Basic PricingBasic Pricing

Set up price lists

Define pricing attributes

Copy and adjust price lists

Define pricing formulas

Set up modifiers to adjust prices, have freight/special charges and surcharges

Set up limited qualifiers

PricingPricing

Advanced PricingAdvanced Pricing

Unlimited number of:– Secondary price lists– Pricing attributes– Qualifiers

Set up dynamic formulas as well as static

Define qualifier groups and attribute mapping

Set up promotions and deals

Set points and ranges for price breaks

PricingPricing

ModifiersModifiers

Discount 10% off item A

Surcharge10% surcharge for purchaseof under 100 units of item A

Freight/Special Charge$450 freight cost on entire

order

PricingPricing

ModifiersModifiers

Item UpgradeFor the price of 100 ml of item A

get 200 ml of item B

Terms SubstitutionPurchase over $1000 on entireorder, receive 30/60/90 terms

instead Net 30 terms

Other Item DiscountBuy items A, B, and C; receive

20% off item A

PricingPricing

Promotion GoodsBuy one item A and one item B;

get one item C at 20% off

Coupon IssueBuy over $1000, receive coupon

for $100 off future purchase

Price Break:1-100 units item A, $100each101-500 units item A, $75eachMore than 500 unitsitemA, $50 each

Point: Order 150 item A, receive150 item A @$75 each

Range: Order 150 units item A,receive 100 item A @$100 each

and 50 item A @$75 each

ModifiersModifiers

Configuration ManagementConfiguration Management

Oracle Configurator

Selling Point configuration engine

Oracle

SellingPoint

Order Management PortalOrder Management Portal

Access the portal to:– View existing

sales orders and returns

– View shipping information

– View availability– View AR

information


New Architecture

New User Interface

New Functionality

Enhanced Functionality

Pricing

Configuration Management

Order Management Portal

Order Management Overview

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