Beruflich Dokumente
Kultur Dokumente
Fundamentals
Student Guide
D16814GC20
Edition 2.0
January 2005
D40232
Author
Tyra Crockett, Pratima Mahtani, Manjula Shankar
Technical Contributors and Reviewers
Vanessa Graziano, Rebecca Zarchikoff, David Reitan, Susan Flierl, Natalia Rachelson, Stacey
Gomes, David Barnacle, Steve Best, Amit Batra, Nami Hosomatsu, Bernadette Kennedy,
Chayne Kosloske, David Chin, Eric O'Brien, Friederun Baudach-Jaeger, Kathy Wohnoutka,
Lynn Warneka, John Brazier, David Millin.
This book was published using:
oracletutor
Table of Contents
Order to Cash Lifecycle Overview .................................................................................................................1-1
Order to Cash Lifecycle Overview ................................................................................................................1-2
Objectives ......................................................................................................................................................1-3
Order to Cash Lifecycle.................................................................................................................................1-4
Order Lifecycle..............................................................................................................................................1-5
Overview of Application Integration.............................................................................................................1-6
Order Management Process...........................................................................................................................1-7
Viewing and Managing Orders......................................................................................................................1-8
Scheduling Process ........................................................................................................................................1-9
Pricing Process ..............................................................................................................................................1-10
Shipping Process ...........................................................................................................................................1-11
AutoInvoice Process ......................................................................................................................................1-12
Receivables Process.......................................................................................................................................1-13
Cash Management Process ............................................................................................................................1-14
Summary........................................................................................................................................................1-15
Overview of Oracle Order Management Process .........................................................................................2-1
Overview of Oracle Order Management Process .........................................................................................2-2
Objectives ......................................................................................................................................................2-3
Overview of Order Management in the Order to Cash Lifecycle ..................................................................2-4
Order Management Process...........................................................................................................................2-5
Order Management Multiple Fulfillment Models.......................................................................................2-6
Order Management Multiple Fulfillment Models Ship from Stock............................................................2-7
Order Management Multiple Fulfillment Models Make to Order ..............................................................2-8
Order Management Multiple Fulfillment Models Internal Order ...............................................................2-9
Order Management Multiple Fulfillment Models Configure to Order, ATO, PTO....................................2-10
Order Management Multiple Fulfillment Models Back to Back Orders ....................................................2-11
Order Management Multiple Fulfillment Models Drop Ship to Customer.................................................2-12
Overview of Order Management Integration.................................................................................................2-14
Overview of the Order Management Process ...............................................................................................2-15
Overview of Customer Relationships ............................................................................................................2-16
Overview of Inventory Organizations ...........................................................................................................2-17
Overview of Inventory Items.........................................................................................................................2-18
Overview of Simple Negotiation within Order Management ........................................................................2-19
Overview of Order Entry...............................................................................................................................2-20
Overview of Blanket Sales Agreements ........................................................................................................2-21
Overview of Querying on Prices and Availability.........................................................................................2-22
Overview of Managing Orders ......................................................................................................................2-23
Summary........................................................................................................................................................2-24
Items .................................................................................................................................................................3-1
Items ..............................................................................................................................................................3-2
Objectives ......................................................................................................................................................3-3
Agenda...........................................................................................................................................................3-4
What is Enterprise Structure? ........................................................................................................................3-5
Enterprise Structure Example 1 .....................................................................................................................3-7
Enterprise Structure Example 2 .....................................................................................................................3-8
Inventory Structure Considerations ...............................................................................................................3-10
Enterprise Structure in Vision .......................................................................................................................3-12
Guided Demonstration Enterprise Structure in Vision Operations.........................................................3-13
Agenda...........................................................................................................................................................3-15
Define Units of Measure................................................................................................................................3-16
Unit of Measure Example..............................................................................................................................3-18
Copyright 2005, Oracle. All rights reserved.
Agenda...........................................................................................................................................................5-12
Simple Negotiation in Order Management ....................................................................................................5-13
Workflow Integration in Negotiation ............................................................................................................5-14
Agenda...........................................................................................................................................................5-16
Order Header .................................................................................................................................................5-17
Order Transaction Type.................................................................................................................................5-18
Guided Demonstration - Order Transaction Type .....................................................................................5-20
Practice - Setting up Transaction Types ....................................................................................................5-22
Defaulting Rules ............................................................................................................................................5-25
Guided Demonstration - Defaulting Rules ................................................................................................5-26
Practice - Create a Defaulting Rule ...........................................................................................................5-28
Solution Create a Defaulting Rule ..........................................................................................................5-29
Entering Header Customer Information ........................................................................................................5-31
End Customer ................................................................................................................................................5-32
Guided Demonstration - End Customer.....................................................................................................5-33
Entering Header Pricing Information ............................................................................................................5-35
Gross Margin Display....................................................................................................................................5-37
Entering Additional Header Information .......................................................................................................5-38
Guided Demonstration - Entering Order Header .......................................................................................5-39
Applying Sales Credits ..................................................................................................................................5-40
Guided Demonstration - Applying Sales Credits.......................................................................................5-41
Practice - Create a Sales Order & Apply Sales Credit ...............................................................................5-43
Solution - Create a Sales Order Header and Apply Sales Credits..............................................................5-44
Agenda...........................................................................................................................................................5-47
Line Transaction Type...................................................................................................................................5-48
Line Statuses..................................................................................................................................................5-49
Advanced Item Search...................................................................................................................................5-50
Guided Demonstration - Advanced Item Search .......................................................................................5-51
Entering Line Information .............................................................................................................................5-52
Related Items .................................................................................................................................................5-54
Entering Line Pricing Information.................................................................................................................5-55
Line Pricing Fields.........................................................................................................................................5-57
Line Date Fields ............................................................................................................................................5-58
Entering Line Shipping Information..............................................................................................................5-59
Guided Demonstration - Entering Line Information..................................................................................5-60
Practice - Create a Sales Order Line ..........................................................................................................5-61
Solution - Create a Sales Order Line .........................................................................................................5-62
Available to Promise (ATP) ..........................................................................................................................5-63
Entering Sets..................................................................................................................................................5-64
Guided Demonstration - Entering Line Sets..............................................................................................5-65
Automatic Fulfillment Set and Line Set Assignment ...................................................................................5-66
Ship Set For Each Line..................................................................................................................................5-67
Entering Line Addresses................................................................................................................................5-68
Entering Return Information..........................................................................................................................5-69
Entering Return Information (continued) ......................................................................................................5-70
Ordering Service Programs............................................................................................................................5-71
Guided Demonstration - Ordering Service Programs ................................................................................5-72
Applying Attachments ...................................................................................................................................5-73
Guided Demonstration - Applying Attachments .......................................................................................5-74
Multiple and Partial Payments.......................................................................................................................5-75
How Multiple and Partial Payments differ from Single Payment..................................................................5-76
Agenda...........................................................................................................................................................5-77
Blanket Sales Agreements (BSA)..................................................................................................................5-78
Negotiation Agreement..................................................................................................................................5-79
Approve BSA ................................................................................................................................................5-80
Customer Signs BSA .....................................................................................................................................5-81
Order Against BSA (Blanket Release) ..........................................................................................................5-82
Copyright 2005, Oracle. All rights reserved.
Preface
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
Prerequisites
Related Publications
Oracle Publications
Title
Part Number
A88765_05
A95861_03
Additional Publications
Read-me files
Oracle Magazine
Typographic Conventions
Typographic Conventions in Text
Convention
Bold italic
Caps and
lowercase
Courier new,
case sensitive
(default is
lowercase)
Initial cap
Element
Glossary term (if
there is a glossary)
Buttons,
check boxes,
triggers,
windows
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Arrow
Brackets
Commas
Graphics labels
(unless the term is a
proper noun)
Emphasized words
and phrases,
titles of books and
courses,
variables
Interface elements
with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences
SQL column
names, commands,
functions, schemas,
table names
Menu paths
Key names
Key sequences
Plus signs
Key combinations
Italic
Quotation
marks
Uppercase
Example
The algorithm inserts the new key.
Click the Executable button.
Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger to the ORD block.
Open the Master Schedule window.
Code output: debug.set (I, 300);
Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: User tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott
Customer address (but Oracle Payables)
Element
Oracle Forms
triggers
Column names,
table names
Example
When-Validate-Item
Passwords
SELECT last_name
FROM s_emp;
PL/SQL objects
Lowercase
italic
Uppercase
Syntax variables
1.
(N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2.
3.
Notations:
(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
(I) = Icon
(H) = Hyperlink
(ST) = Sub Tab
Copyright 2005, Oracle. All rights reserved.
In the navigation frame of the help system window, expand the General Ledger entry.
2.
3.
4.
Review the Enter Journals topic that appears in the document frame of the help system
window.