11i Order to Cash

Fundamentals
Supplemental Practices

D11435GC30
Edition 3.0
November 2005
D22442

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Table of Contents
11i Order to Cash Fundamentals Supplemental Practices ..........................................................................1-1
11i Order to Cash Fundamentals Supplemental Practices .............................................................................1-2
Objective........................................................................................................................................................1-3
Practice - Instructor Preparation ................................................................................................................1-4
Inventory Organizations ................................................................................................................................1-5
Practice - Create a User .............................................................................................................................1-6
Practice - Create a Unit of Measure...........................................................................................................1-8
Practice - Create a Location.......................................................................................................................1-10
Practice - Create an Inventory Organization..............................................................................................1-11
Practice - Create a Subinventory ...............................................................................................................1-14
Practice - Define Shipping Parameters ......................................................................................................1-15
Enter Items.....................................................................................................................................................1-16
Practice - Create an Item............................................................................................................................1-17
Practice - Create a Material Transaction....................................................................................................1-19
Practice - Add an Item to a Price List ........................................................................................................1-21
Manage Parties and Customer Accounts .......................................................................................................1-22
Practice - Create a Customer Profile Class ................................................................................................1-23
Practice - Create a Customer using the Standard Data Entry Form ...........................................................1-25
Practice - Create a Customer using the Quick Data Entry Form ...............................................................1-28
Practice - Create a Customer Account Relationship ..................................................................................1-30
Enter Orders...................................................................................................................................................1-32
Practice - Create a Sales Order Header......................................................................................................1-33
Practice - Create a Sales Order Line ..........................................................................................................1-35
Practice - Create a Split Line and Ship Set ................................................................................................1-36
Practice - Schedule an Order .....................................................................................................................1-38
Practice - Book an Order ...........................................................................................................................1-40
Practice - Copy a Sales Order ....................................................................................................................1-42
Managing Orders ...........................................................................................................................................1-46
Practice - Work with the Order Organizer.................................................................................................1-47
Practice - Update a Sales Order .................................................................................................................1-49
Practice - Perform a Mass Price Change....................................................................................................1-50
Practice - Create a Hold Name ..................................................................................................................1-51
Practice - Apply a Hold .............................................................................................................................1-52
Practice - Release a Hold...........................................................................................................................1-53
Practice - Cancel an Order Line.................................................................................................................1-54
Basic Pricing..................................................................................................................................................1-56
Practice - Create a Price List......................................................................................................................1-57
Practice - Copy a Price List .......................................................................................................................1-61
Practice - Update a Price List Manually ....................................................................................................1-62
Practice - Adjust a Price List .....................................................................................................................1-64
Practice - Add Items to a Price List ...........................................................................................................1-65
Practice - Create an Agreement Price List.................................................................................................1-67
Practice - Create a Discount Modifier List ................................................................................................1-70
Shipping.........................................................................................................................................................1-74
Practice - Grant Access to your User for Your Role..................................................................................1-75
Practice - Pick Release Sales Orders .........................................................................................................1-76
Practice - Ship Confirm a Delivery............................................................................................................1-78
Practice - Define a Pick Slip Grouping Rule .............................................................................................1-80
Practice - Define a Release Sequence Rule ...............................................................................................1-81
Practice - Define a Release Rule................................................................................................................1-82
Practice - Define a Shipping Role..............................................................................................................1-83
Practice - Grant Access to a Role ..............................................................................................................1-84
Copyright 2004, Oracle. All rights reserved.

11i Order to Cash Fundamentals, Supplemental Practices Table of Contents

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Process Invoices ............................................................................................................................................1-86

Practice - Create an Invoice .......................................................................................................................1-87
Practice - Copy an Invoice.........................................................................................................................1-88
Practice - Create a Credit Memo................................................................................................................1-89
Practice - Print a Transaction.....................................................................................................................1-90
Process Invoices Using Autoinvoice .............................................................................................................1-91
Practice - Process Invoices using AutoInvoice ..........................................................................................1-92
Manual Receipts ............................................................................................................................................1-93
Practice - Enter a Manual Receipt .............................................................................................................1-94
Practice - Apply a Receipt .........................................................................................................................1-95
Practice - Use Mass Apply ........................................................................................................................1-96
Implement Receipts .......................................................................................................................................1-97
Practice - Define a Bank ............................................................................................................................1-98
Tax Accounting Process ................................................................................................................................1-100
Practice - Define a Tax Code.....................................................................................................................1-101

Copyright 2004, Oracle. All rights reserved.

11i Order to Cash Fundamentals, Supplemental Practices Table of Contents

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