Oracle_Fusion_O2C_Demo_With_Screenshot_Zones.pptx

oracle demo

1. Oracle Fusion O2C – Client Demo Deck Sales Order Return • Change Orders • Cancellation Oracle Fusion O2C – Demo Deck Slide 1 of 7

2. Agenda What we'll show 1) Sales Order Return (RMA) Live UI walk-through Inspection/disposition to credit memo 2) Sales Order Modifications Change order revision & orchestration Repricing and re-promise 3) Sales Order Cancellation Decision by fulfillment stage Refunds/deposits handling 4) Field Checklist Key UI fields to highlight Data dependencies / tips Oracle Fusion O2C – Demo Deck Slide 2 of 7

3. Sales Order Return (RMA) – Live UI 📸 Drop Screenshot Here
Fusion: OM > Returns / Receiving > Receipts 1 Search SO/Invoice to derive pricing & tax 2 Set Return Reason & Type (Credit-only / With receipt / Replace) 3 Serial/Lot capture; enable Inspection if required 4 Disposition: To Stock / Scrap / Return to Supplier 5 Credit Memo: Apply-To & refund method Talking Points Overview RMA ties to original sale; enforces policy & traceability. Demo Path Create RMA Receive & Inspect Post disposition Credit Memo Tips Keep reason codes clear Pre-define restocking fees Enable customer notifications Oracle Fusion O2C – Demo Deck Slide 3 of 7

4. Sales Order Modifications – Live UI 📸 Drop Screenshot Here
Fusion: OM > Sales Orders > Actions > Revise 1 Revise to create new revision (audit trail) 2 Edit Qty/Price/Ship-to/Method; add change reason 3 Reprice & re-promise via GOP/ATP 4 Update reservations; cancel/refresh pick tasks 5 Confirm approvals; submit change order Talking Points Overview Controlled change lifecycle with approvals and re-orchestration. Demo Path Find order Revise & edit Reprice & promise Confirm approvals Submit Tips Restrict price changes post-pick Use reason codes Monitor orchestration progress Oracle Fusion O2C – Demo Deck Slide 4 of 7

5. Sales Order Cancellation – Live UI 📸 Drop Screenshot Here
Fusion: OM > Sales Orders > Actions > Cancel 1 Check line status; only unshipped qty cancelable 2 Unreserve inventory; cancel pick/ship tasks 3 Reverse taxes/charges; handle deposits/refunds 4 Shipped/Billed qty via RMA + Credit Memo 5 Capture Cancel Reason; notify customer Talking Points Overview State-based control ensures financial integrity. Demo Path Find order Cancel eligible qty Reverse charges Close order Tips Coordinate drop-ship PO cancel Use holds for late cancels Audit with reason codes Oracle Fusion O2C – Demo Deck Slide 5 of 7

6. Demo Script – 7 Minutes Sequence & Timing Intro (30s) Context and scope of O2C demo RMA (2m 30s) Search order Create RMA Receive/Inspect Credit Memo Change Order (2m) Revise Edit qty/date/price Promise Approve Cancellation (1m 30s) Cancel unshipped Reverse charges/refunds Close (30s) KPIs and next steps Oracle Fusion O2C – Demo Deck Slide 6 of 7

7. Appendix – Field Checklist Key UI Fields to Highlight RMA Return Type/Reason, Reference SO/Invoice Serial/Lot, Disposition Credit Memo Type, Refund Method Change Order Revision, Change Reason Qty/Price/RSD/Ship-to/Method ATP promise, Reservations Cancellation Line Status, Qty to cancel Cancel Reason Refund/Deposit handling, Tax reversal Oracle Fusion O2C – Demo Deck Slide 7 of 7