Basics of Oracle Order Management

Oracle Document which covers the basics of Order Management for beginners...

1. Copyright © 2007, Oracle. All rights reserved.
Oracle Order Management
Manufacturing Functional Foundation

2. Copyright © 2007, Oracle. All rights reserved.
Objectives
After completing this lesson, you should be able to do
the following:
•Describe the Order Management process flow
•Identify the Entity Relationship Diagrams (ERDs)
and major tables used in Order Management
•Discuss the open interfaces and Application
Programming Interfaces (APIs) for Order
Management

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Agenda
•Order Management Overview
•Order Management Transactions and Entity
Relationship Diagrams (ERDs)
•Order Management Application Programming
Interfaces (APIs) and Open Interfaces

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Order to Cash Lifecycle
Bank
ReconciliationInvoice
Pick
Release
Book
Orders
Receiving
Payment
Enter and
Price Orders
Receivables
Ship
Confirm
Order Management
AutoInvoice
Cash Management
Shipping Execution

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Order Entry
Enter a (Quick)Sales Order,
Blanket Sales Agreement,
Drop Shipment,
Internal Order or Copy an Order
Import
from
CRM (Quoting /
iStore)
EDI / XML
Order
Import
Interface
Order

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Managing Orders
View and
perform actions
on
Orders
Order Lines
Find in the Order Organizer
or
Query in the Sales Orders or Pricing
and Availability windows

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Basic Pricing
Basic pricing, integrated in Order Management,
enables you to:
•Set up price lists and secondary lists
•Create static formulas
•Calculate discounts by percentage or amount
•Apply surcharges, freight, and special charges
•Set up pricing agreements
•Define attributes for pricing contexts
•Set Government Service Administration (GSA)
pricing

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Enter
order line
with
item(s) /
service
Price list or
agreement is
called for
pricing the
item
Unit price is
calculated on
the order line
for the
item(s) /
service
Modifiers
are applied
to change
the listed
price
Pricing Process

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Sales Order Scheduling
Schedule Actions Description
ATP Inquiry
Makes delivery commitments to
customers when taking orders, or to
verify from where lines can be
fulfilled.
Schedule / Unschedule
Provides schedule dates and
warehouses that will fulfill the
customers requests.
Reserve / Unreserve
Allocates inventory to specific order
lines from a warehouse,
subinventory, lot, or revision.

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Order Management Integration
Product Suite Product(s)
Supply Chain
Management
Inventory, Bill of Material,
Install Base,
Configurator, Pricing,
Shipping, DBI, Planning
Financials (including
Procurements)
Receivables, Payments,
Credit Management, GL,
TCA, eBTax
CRM (including JTF) Quoting, iStore, Web
Analytics
Miscellaneous Workflow, XML Gateway,
e-Commerce Gateway
And many more…

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Oracle Order Management Suite
•Order Management
•Shipping Execution
•Configurator
•Advanced Pricing
•Release Management
•e-Commerce / XML Gateway

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Shipping Execution Overview
•Trip and Delivery Planning
•Picking Release
•Ship Confirm
Pick Release Ship Confirm

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Configurator Overview
Configurator includes:
•Pick to Order /Kits
•Assemble to Order
•Configure to Order

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Advanced Pricing Overview
Entered
order line
Multiple
Price lists or
agreements
Unit price
More Modifiers,
Point/Range
Price Breaks,
and Dynamic
Formulas

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Release Management Overview
Customer Demand
Order Management

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e-Commerce / XML Gateway Overview
Order
Management
EDI / XML
Gateway

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Agenda
•Order Management Overview
•Order Management Transactions and Entity
Relationship Diagrams (ERDs)
•Order Management Application Programming
Interfaces (APIs) and Open Interfaces

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Sales Order Window
Enter, view, and update sales orders using the Sales
Orders window. You can also enter returns using the
Sales Orders window.

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Order Management Summary

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OE_ORDER_HEADERS_ALL
•This table stores
information about order
headers.
•Each row includes the
customer name, order
type, and payment
information.
•The order header
remains open until all
lines are closed and then
is closed as part of the
end of month process.

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OE_ORDER_LINES_ALL
•This table stores information about order lines.
•Each row includes the customer bill-to and ship-to
as well as the item ordered, pricing, and shipping
information.
•Each order line follows its own workflow path.
Therefore a mixed order can contain both order and
return lines.

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OE_TRANSACTION_TYPES_ALL
•This table stores information about transaction types.
•Each row includes the workflow that the order and lines
will follow to complete the process as well as other
defaults such as invoice rules, accounting rules and
shipping information.
•There are no seeded default transaction types. There
are seeded workflows that can be used to create the
transaction types.

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OE_PAYMENTS
•This table stores information about payment
types.

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OE_ORDER_HOLDS_ALL
•This table stores information about order holds.
•Oracle Order Management provides you with the ability
to apply holds to orders, returns, and lines in the Sales
Orders window. In addition, you can apply holds for
existing or future single or multiple orders, returns, and
lines.
•Each row contains the information on one hold
including who placed it and who released it.

25. Copyright © 2007, Oracle. All rights reserved.
QP_LIST_HEADERS_B
•This table stores
information about price
list headers.
•Price lists contain item
and item category prices.
You can define and
maintain multiple price
lists.
•Each row includes list
name, description, and
currency information.

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QP_LIST_LINES
•This table stores information about price list lines.
•Each row includes list items, pricing, qualifiers,
secondary price list, and pricing formulas.
•You can define the following types of prices on
price lists:
–Unit price: Price of the item / service.
–Percent Price: Price of the service item calculated as
percent of the item’s price
–Formula: Multiple pricing entities and constant
values related by arithmetic operators.
–Price Break: If the price of an item varies with the
quantity ordered, you can define bracket pricing or
price breaks.

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Agenda
•Order Management Overview
•Order Management Transactions and Entity
Relationship Diagrams (ERDs)
•Order Management Application Programming
Interfaces (APIs) and Open Interfaces

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Order Management Interfaces
•Process Order API
•Order Import Interface
•Receivables (Invoice) Interface
•Ship Confirm Interface
•And Many More…

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Import Orders Concurrent Program
Order Import can import new, changed, and completed
sales orders or returns from other applications such
as a legacy system.

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Order Import Process

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OE_HEADERS_IFACE_ALL
•This table stores information about Order Import
Header records for transactions imported into
Oracle Order Management.
•Each row contains information on the originating
source, the change requested, pricing, shipping
methods, freight terms, and original transaction.
OrderSource

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OE_LINES_IFACE_ALL
•This table stores information about order lines that are
imported from feeder systems into Oracle Order
Management.
•Each row includes information on the originating
system, change that was made, shipment details, items
details, and original transaction.

33. Copyright © 2007, Oracle. All rights reserved.
OE_CREDITS_IFACE_ALL
•This table stores
information about order
sales credits that are to
be imported into Order
Management.
•Each row includes
information on the
originating system, the
changes made, and the
sales credits.
Credit
Order Management

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Process Order API
Inserting
Validating
Updating
Deleting

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Summary
In this lesson, you should have learned how to:
•Describe the Order Management process flow
•Identify the major tables used in Order
Management
•Discuss the open interfaces and APIs for Order
Management