Order Management

Order Management On
Oracle Applications (Process and Workflow)

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

Order Management
Order to Cash Lifecycle - Overview
Order Management

Enter

Shipping Execution

Book

Pick Release

Ship Confirm

AutoInvoice
Cash Management

Receivables

Invoice

Bank Reconciliation

Receipt

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

Order Management
OM integration with other modules - Overview

Customer
Master

Customers

Reserve
Demand

Orders

CRM Suite

Order Management

Pricing

Item
Information
Inventory

Shipping

Invoices

Accounting

Accounting

Receipts
Cash Management

General Ledger

Receivables

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

Order Management
Order Lifecycle - Overview
Ordering
1.

Scheduling

8.
2.
Ordering
Cash
Management

7.

Accounting

Shipping
3.
Bill Presentation
Architecture

Collecting
6.
Receipts

4.
5.

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

AutoInvoice to
Receivables

Order Management
Ordering Process Overview
Enter order
or return online

Import from *CRM

or other systems

Copy an
order or return

EDI
Order Import

*Customer Relationship Management

includes:
iService, iStore,
Teleservice, Telesales,
Sales Online, iSupport

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

Order Management
Ordering Process Detailed
Enter or Import
Order
Packing Goods
Order Creation

Defaulting Rules
Pricing
Availability
Shipping

Booking Order

Scheduling
Reservations

Managing Orders

Accounts
Receivables

Bulk Updates
Holds
Purging

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

Order Management
Ordering Process - Salient Features

Quick entry of an order, facilitated by the defaulting rules feature

Multiple fulfillment models from the same sales order form, Ship from Stock, Configure to Order, Drop
Ship etc.,

Ability to use Oracle Configurator to interactively build specific configurations from complex models in
case of configure to order fulfillment mode

Viewing stock availability at the time of entering an order

Ability to import orders from other sources/applications like CRM, EDI and other interfaces, Also HVOP
(High Volume Order Processing) concurrent program provided for importing high order volumes

Automatic defaulting of unit selling price based on complex rules setup from Pricing/Advanced Pricing
modules

Applying mass changes to all entered orders

Automatic application of holds on an order E.g., Applying credit hold based on customers credit limit

Ability to define different order types like Quotes, Blanket Sales Agreement, Sales Release etc.,

Ability to version control different sales order documents either in manual or automatic modes

Ability to use the sales-credit feature to provide credit to the associated sales representative

Ability to define customer relationships and use the same to enhance order entry

Effective managing/tracking of created orders

Technical Proposal for Implementation of Oracle E-Business Solution Performance
Management, Purchasing and HR/Payroll Custom Development

Order Management
Pricing Process - Overview

Entered order
line

Price list or
agreement

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

Modifiers

Unit price

Order Management
Pricing Process - Detailed
1

Calling Application (OM, CRM)

Pricing Request

Pricing Engine

Pricing
Entities

Search Engine

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

Calculation Engine

Returns price and

adjustments

Order Management
Pricing Process - Salient Features

The price of an item can be a unit price, a percent price or a formula

List price to be picked up from either Price Lists or Pricing Agreements

List price can be modified using predefined formulas, qualifiers, modifiers and other pricing attributes
to arrive at the final selling price of an item

The defaulted list price from the pricing engine can also be overridden based on business
requirements and the original list price is stored for audit trail purposes

Price list information also includes effective dates, currency, shipping information

Pricing security could be used to secure access of additions/modifications of price list

Ability to bulk import price lists from other sources

Pricing agreements can either be generic or customer specific, multiple versions of the pricing
agreement can be maintained and can include price breaks

Ability to capture freight and special charges as price list modifier types, which could be applied to the
customer invoice

Freight and Special Charges can be applied to the order as a whole or to individual order lines

Advanced Pricing helps derive prices from other sources

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

10

Order Management
Scheduling Process - Overview

Checking
Available to Promise (ATP)

Placing demand

Shipping the order

Reserving
on-hand
inventory

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

Running
pick release

11

Order Management
Scheduling Process - Salient Features

Ability to automatically trigger re-scheduling based on change in the order line request date

Ability to automatically trigger re-scheduling based on change in the ship method

Ability to place partial reservations to an order line if partial supply is available, in three modes namely
Fair Share, Percentage and Partial

Ability to run reservations in three types namely Reserve, Simulate and Create Reservation for Set

Ability to ensure that the schedule dates (Schedule Ship Date/ Schedule Arrival Date) either adheres /
not adheres to the latest acceptable date specified by a customer

Ability to automatically change the promise date of an order line, by either changing the request or
schedule date

Ability to automatically firm the demand either at the time of scheduling the order or at the time of
pick release

Ability to use the GOP (Global Order Promising) feature to look for on-hand within all warehouses in an
organization when arriving at ATP (Available To Promise)

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

12

Order Management
Scheduling Enhancements

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

13

Order Management
Shipping Process - Overview
Details

Creates
Move Order

Run Pick Release

Move Order

Move Order

Inventory

Transact Move Order

Material
Dropped

Load Truck

Ship Confirm

Staging Sub-Inventory

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

14

Pick Confirm

Order Management
Shipping Process - Salient Features

Pick release process can be customized using three important rules, Release Rules, Release Sequence
Rules and Pick Slip Grouping Rules

Ability to use planned cross-docking feature at the time of pick-release by looking at potential supply
from sources other than Inventory

Ability to use the bulk-picking feature at the time of pick-release to pick by consolidating order lines
from different sales orders

Ability to influence the type of inventory that is getting allocated for an order line by either using
Inventory Picking rules/WMS Rules engine

Pick release and Pick Confirm processes can either be performed manual or automatic modes

Ship Confirm processes automatically depletes inventory and updates the sales order line status, this
information can be sent through Auto Invoice to Oracle Accounts Receivables for invoicing

Accounting Information can be sent to General Ledger from Oracle Inventory and Accounts
Receivables

Use Auto-Pack functionality to automatically pack delivery lines into one or more containers based on
the item-container relationship defined either in Oracle Shipping or Oracle Inventory

Ability to save and share queries on shipping entities like Delivery Lines, Deliveries Trips and
Containers

Ability to use the Quick Ship feature to ship multiple delivery lines at the same time

Ability to either trigger the seeded/manual shipping exceptions

Technical Proposal for Implementation of Oracle E-Business Solution Performance
Management, Purchasing and HR/Payroll Custom Development

15

Order Management
Auto Invoice Process - Overview

Transaction Data

Corrected Records

Interface Tables

Interface Exceptions

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

16

Invoices

Order Management
Receivables Process - Overview

Imported Invoices and

Manually
Created Invoices

Post Receipts

Review and
Correct Data

Collect Payments

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

17

Print Invoices

Send Invoices

Order Management
Receivables Process - Detailed
Standard Transaction

Copy

Review and make corrections

Valid
transaction

Invalid
transaction

Void

Complete, print and send to customer

Enter receipt

Interface to
General Ledger

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

18

Delete

Order Management
Receivables Process - Salient Features

Ability to automatically import and create invoices using the Auto Invoice program from Oracle Order

Management

Receipts that have been entered and remitted are available to be used by Cash Management to
reconcile with bank statements

Ability to correct printed invoices using an Allow Changes system option

Ability for customers make invoice payments in multiple installments by using a split payment term
option

Ability to set when the revenue recognition should take place

Ability to make automatic adjustment against a group of invoices

Ability to create a credit memo and apply it to a standard invoice in order to reduce the balance due
on an invoice

Receipts that are applied to an invoice or customer account can be reversed or reapplied at any time
as long as they have not been purged from the system.

Ability to identify past due items by reviewing information online and printing collections reports

Ability to tailor the tax engine to meet the specific needs of your business

Oracle iReceivables provides customers with the flexibility to perform extensive inquiries, dispute bills,
pay invoices, and review account balances online

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

19

Order Management
Cash Management Process - Overview

Receive Bank
Statement

Load and Verify

Bank Statement

Perform
Reconciliation

Post to
General Ledger

Enter Manual
Entries

Review Results

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

20

Order Management
Cash Management Process - Salient Features

Ability to automatically pull information from posted receipts from Oracle Receivables and match them
to the bank statements for reconciliation

Enterprise-wide solution for managing liquidity and controlling cash

Cash Positioning module in Cash Management provides a single point of access to users to generate
their daily cash positions based on actual cash flows from various Oracle Applications

Ability to view daily cash positions for a range of currencies and bank accounts

Ability to compare the bank reported intra-day activities with the system calculated net cash flow and
generate exposures in treasury for the differences

Ability to refresh the cash position online

Cash Forecasting module in Cash Management helps you to anticipate the flow of cash in and out of
your business, allowing you to project your cash needs and evaluate your companys liquidity position

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

21

Order Management
Quote to Sales Order Overview

Enter
Quote*

Obtain internal
approvals *

Obtain customer
acceptance *

* New in
11i10
Submit to
Fulfillment*

Process Sales Order

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

22

Order Management
Drop Shipment - Overview

Ship To
Supplier

Customer
Invoice

Invoice

Purchase
Order

Advanced
Shipment Notice

Purchase
Order

Seller
Sales Order

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

23

Order Management
Oracle Shipping - Overview

Booked/Scheduled

Sales Order Line

Grouped

Delivery Line

Delivery Line

Delivery Line

Delivery

Trip

Pick-Up
Stop

Pick-Up/ Drop-Off
Stop

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

Pick-Up/ Drop-Off
Stop
24

Drop-Off
Stop

Order Management

Technical Proposal for Implementation of Oracle E-Business Solution Performance

Management, Purchasing and HR/Payroll Custom Development

25