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Overview of Oracle Order Management Process

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Objectives
After completing this module you should be able to do the following: Explain where Order Management is positioned within the Order to Cash Lifecycle Describe the overall Order Management process Discuss the key areas in the Order Management process

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Copyright 2004, Oracle. All rights reserved.

Overview of Order Management in the Order to Cash Lifecycle


Order Management

Inventory Orders

Order Import

Pricing Receivables
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Shipping

Order Management Process


Enter or Import Order Packing Goods Order Creation Defaulting Rules Pricing Availability Scheduling Reservations Bulk Updates Holds Purging Accounts Receivables

Shipping

Booking Order

Managing Orders

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Copyright 2004, Oracle. All rights reserved.

Order Management Multiple Fulfillment Models


Order Management supports multiple fulfillment models, some of which are: Ship from stock Make to Order Internal Order Configure to Order Back to Back Orders Drop Ship to Customer

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Copyright 2004, Oracle. All rights reserved.

Order Management Multiple Fulfillment Models Ship from Stock


Customer places purchase order Packing Shipping

Inventory Sales Order Invoice generation

Order Management
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Accounts Receivables

Order Management Multiple Fulfillment Models Make to Order


Order Management Inventory Packing and Shipping

Work in Process Receivables and Cash Management Master Schedule / plan item manufacture

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Copyright 2004, Oracle. All rights reserved.

Order Management Multiple Fulfillment Models Internal Order


Purchasing View as sales order Book sales order

Internal Requisition

Ship goods Order Import Approval of Internal Requisition

Receive goods by requesting org

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Copyright 2004, Oracle. All rights reserved.

Order Management Multiple Fulfillment Models Configure to Order, ATO, PTO


Order Management Assembly / Work in Progress Final Assembly

Inventory Packing and Shipping

Create configuration items Master Schedule / plan configuration items

Receivables and Cash Management

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Copyright 2004, Oracle. All rights reserved.

Order Management Multiple Fulfillment Models Back to Back Orders


Customer Purchase Order Supplier

Customer Purchase Order

Supply of goods

Procurement Order Management

Pegging or reservation against sales order Packing, Shipping and Receivables

Sales Order

Production

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Copyright 2004, Oracle. All rights reserved.

Order Management Multiple Fulfillment Models Drop Ship to Customer

Supplier

Goods ship to

Customer

Purchase Order

Invoice

Invoice Sales Order

Seller

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Copyright 2004, Oracle. All rights reserved.

Overview of Order Management Integration


Customer Information Orders CRM Suite

Customers

Reserve Demand Item Price Information List Inventory Order Management

Pricing

Invoices Receivables
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Shipping Shipping Execution

Copyright 2004, Oracle. All rights reserved.

Overview of the Order Management Process

Enter Orders and Returns

Orders

Order Import and EDI

Copy Orders
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View Orders
Copyright 2004, Oracle. All rights reserved.

Manage Orders

Overview of Customer Relationships

Parent

Parent

Parent

Child

Reciprocal

Nonreciprocal

A B

B A C C

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Copyright 2004, Oracle. All rights reserved.

Overview of Inventory Organizations

Manufacturing Facility

Warehouse

Branch Office

Receiving

Shipping

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Copyright 2004, Oracle. All rights reserved.

Overview of Inventory Items


An item can be anything you make, sell, or purchase. It can include various stages of products, such as: final products, supplies for products, or components for products.

Final Product

Components

Supplies

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Copyright 2004, Oracle. All rights reserved.

Overview of Simple Negotiation within Order Management


Negotiation cycle includes:
Creating the draft quote or order Internal Approval process Customer Acceptance / Rejection Conversion to sales order

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Copyright 2004, Oracle. All rights reserved.

Overview of Order Entry

Enter Order and Returns

Copy an order

EDI

Import from other systems

Order Import

Order
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Overview of Blanket Sales Agreements


Agreement between customer and supplier for supplying multiple shipments over a long term period

Deliveries made over a span of time

Unfulfilled orders

Blanket Sales Agreement

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Copyright 2004, Oracle. All rights reserved.

Overview of Querying on Prices and Availability


Pricing and Availability window On-hand stock availability Current price of the item Convert Pricing and Availability information into a sales order

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Copyright 2004, Oracle. All rights reserved.

Overview of Managing Orders

Orders View Find in the Order Organizer or Query in the Sales Orders form Order Lines

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Copyright 2004, Oracle. All rights reserved.

Summary
In this module you should have learned how to: Explain where Order Management is positioned within the Order to Cash Lifecycle Describe the overall Order Management process Discuss the key areas in the Order Management process

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Copyright 2004, Oracle. All rights reserved.

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