Overview of Oracle

Order Management
Process

Copyright © 2004, Oracle. All rights reserved.

 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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 Overview of Order Management in the
Order to Cash Lifecycle
Order Management

Inventory Order Import

Orders

Pricing Shipping

Receivables

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 Order Management Process

Enter or
Import Order
Packing Goods

Order Defaulting Rules

Pricing
Creation Availability
Shipping

Booking Scheduling
Order Reservations Accounts
Receivables
Managing Bulk Updates
Holds
Orders Purging

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 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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 Order Management Multiple Fulfillment
Models – Ship from Stock
Packing Shipping
Customer places
purchase order

Inventory

Sales Invoice
Order generation

Order Accounts
Management Receivables

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 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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 Order Management Multiple Fulfillment
Models – Internal Order

Purchasing Book
sales
View as order
sales order
Internal
Requisition
Ship
goods

Order
Receive
Import
goods by
Approval of Internal requesting
Requisition org

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 Order Management Multiple Fulfillment
Models – Configure to Order, ATO, PTO
Order Final
Management Assembly
Assembly
/ Work in
Progress Inventory

Packing
and
Shipping

Create
configuration items

Master Schedule / plan

Receivables and
configuration items
Cash Management

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 Order Management Multiple Fulfillment
Models – Back to Back Orders
Purchase
Customer Supplier
Order

Customer Supply of
Purchase Order goods

Procurement Pegging or
reservation
against sales
Order order
Management
Sales Packing,
Production Shipping and
Order
Receivables

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 Order Management Multiple Fulfillment
Models – Drop Ship to Customer

Goods ship to
Supplier Customer

Invoice Invoice
Purchase
Sales Order
Order

Seller

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 Overview of Order Management Integration

Customer Orders
Information
Customers CRM Suite

Reserve
Demand

Item Price
Information List
Inventory Order Management Pricing

Invoices Shipping

Receivables Shipping Execution

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 Overview of the
Order Management Process

Enter Orders and Orders Order Import

Returns and EDI

Copy Orders View Orders Manage Orders

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 Overview of Customer Relationships

Parent Parent Parent Child

Reciprocal Nonreciprocal

A B
A C
B C

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 Overview of Inventory Organizations

Manufacturing Warehouse Branch

Facility Office

Receiving Shipping

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 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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 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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 Overview of Order Entry

Enter Order Copy an EDI Import from

and Returns order 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 Unfulfilled Blanket Sales

over a span of time orders Agreement

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 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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 Overview of Managing Orders

Orders
View

Find in the Order Organizer

or
Query in the Sales Orders form

Order Lines

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 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

1-22 Copyright © 2004, Oracle. All rights reserved.