OM StudentGuide Vol1 OM

R11i Order Management
Suite of Products: Order

Management Process
Student Guide
14650GC11
Production 1.1
October 2000
M013578
Copyright Oracle Corporation, 2000. All rights reserved.

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Authors
Tom Myers, Gina Savinelli, James Siri
Technical Contributors and Reviewers
Ginger Alexander, Jim Carbone, Charlene Chandonia, Dianne Culver, Joshua
Gould, Scott Schnitzius, Tsui Ying Wang
This book was published using:
Oracle Tutor
Table of Contents
Overview to the Order Management Process......................................................................1-1
Overview to the Order Management Process ......................................................................1-2
Objectives ............................................................................................................................1-3
Agenda.................................................................................................................................1-6
Basic Order Process.............................................................................................................1-7
Some Interfaces and APIs Used in the R11i Business Flow................................................1-8
Basic Order Process Flows ..................................................................................................1-9
Vendor Drop Ship or Combination Standard with Drop Ship Order Flow..........................1-10
Internal Order Flow .............................................................................................................1-11
Workflow.............................................................................................................................1-12
Workflows ...........................................................................................................................1-13
Sample Header Flow............................................................................................................1-14
Sample Line Flow................................................................................................................1-15
Workflows ...........................................................................................................................1-16
Review Question..................................................................................................................1-17
Agenda.................................................................................................................................1-19
Managing Customers ...........................................................................................................1-20
Customers ............................................................................................................................1-21
Merging Incorrect Data........................................................................................................1-22
Customer Entry Methods .....................................................................................................1-23
Customer Tab ......................................................................................................................1-24
Customer Credit Check and Credit Card Validation...........................................................1-25
Review Question..................................................................................................................1-26
Agenda.................................................................................................................................1-28
Order Entry Methods ...........................................................................................................1-29
General Order Import Flow .................................................................................................1-30
Entering Orders in the Sales Orders Window......................................................................1-31
Sales Order Entry.................................................................................................................1-32
Header Information..............................................................................................................1-33
Line Information..................................................................................................................1-34
Line Sets ..............................................................................................................................1-35
Item Pricing .........................................................................................................................1-36
Advanced Pricing Engine ....................................................................................................1-37
Advanced Pricing Terms .....................................................................................................1-38
Pricing..................................................................................................................................1-39
Advanced Pricing.................................................................................................................1-40
Tax Triangulation ................................................................................................................1-41
Scheduling Orders ...............................................................................................................1-42
Scheduling Order Lines .......................................................................................................1-43
Global ATP Server ..............................................................................................................1-44
Attachments .........................................................................................................................1-45
Invoicing..............................................................................................................................1-46
Review Question..................................................................................................................1-47
Agenda.................................................................................................................................1-49
Configurator.........................................................................................................................1-50
Assemble-to-Order Models..................................................................................................1-51
Pick-to-Order Models ..........................................................................................................1-52
Order Configurator ..............................................................................................................1-53
Agenda.................................................................................................................................1-54
View Orders and Lines Using the OM Order Organizer .....................................................1-55
Order Organizer ...................................................................................................................1-56
Viewing Order Information .................................................................................................1-58
R11i Order Management Suite of Products: Order Management Process Table of Contents
i
How to View Adjustments, Modifiers, and Reasons ...........................................................1-59

Four Ways to Manage an Order Flow..................................................................................1-60
Managing the Notification Process......................................................................................1-61
Hold Orders Example ..........................................................................................................1-62
System Versus User-Defined Holds ....................................................................................1-63
Releasing Holds ...................................................................................................................1-64
Changes ...............................................................................................................................1-65
Cancellations .......................................................................................................................1-66
Order Copy ..........................................................................................................................1-67
Mass Change........................................................................................................................1-68
Review Question..................................................................................................................1-69
Agenda.................................................................................................................................1-71
Create Quotes in Oracle Order Capture ...............................................................................1-72
Order Capture Integration....................................................................................................1-73
Manage Quotes ....................................................................................................................1-74
Agenda.................................................................................................................................1-75
Setup and Implementation ...................................................................................................1-76
Oracle Implementation Wizard............................................................................................1-80
Reports.................................................................................................................................1-81
Review Question..................................................................................................................1-82
Summary..............................................................................................................................1-84
Manage Customers ................................................................................................................2-1
Manage Customers ..............................................................................................................2-2
Agenda.................................................................................................................................2-3
Objectives ............................................................................................................................2-5
Agenda.................................................................................................................................2-6
Using Oracle Applications Help ..........................................................................................2-7
Using Oracle Applications Help Within a Window.............................................................2-8
Managing Customers ...........................................................................................................2-9
What is the New Customer Model? .....................................................................................2-10
New Customer Model Components.....................................................................................2-11
New Customer Model Features ...........................................................................................2-12
New Customer Model Benefit .............................................................................................2-13
Entities of the New Customer Model...................................................................................2-14
New Customer Model..........................................................................................................2-15
Organization or Person Customer Registry .........................................................................2-16
Customer Addresses ............................................................................................................2-17
Organization or Person Customer Relationships ................................................................2-18
Customer Accounts..............................................................................................................2-19
Customer Accounts Link with Organization or Person Customer .......................................2-20
Upgrade of AR Customer Modules .....................................................................................2-21
Specific Features of Customer Management .......................................................................2-22
Customer Form Flow...........................................................................................................2-24
Integrating Customer Information .......................................................................................2-25
Review Question..................................................................................................................2-26
Agenda.................................................................................................................................2-28
Profile Classes .....................................................................................................................2-29
Customer Profile Class Characteristics................................................................................2-30
Managing Customer Profiles ...............................................................................................2-31
Review Question..................................................................................................................2-32
Agenda.................................................................................................................................2-34
Enter Customer Information ................................................................................................2-35
Customer Entry Methods .....................................................................................................2-36
Business Issues ....................................................................................................................2-37
Using Standard and Quick Customer Entry.........................................................................2-39
Setting Customer Tax Attributes .........................................................................................2-41
ii
Business Purposes................................................................................................................2-42
Order Management Customer Information..........................................................................2-43
Order Management Attributes in Customer Tables .............................................................2-44
Multiple Business Purposes .................................................................................................2-45
Multiple Sites and Business Purposes: Centralized Example ..............................................2-46
Multiple Sites and Business Purposes: Decentralized Example ..........................................2-47
Over and Under Shipments..................................................................................................2-48
Interface Customer Entry.....................................................................................................2-49
Review Question..................................................................................................................2-50
Agenda.................................................................................................................................2-52
Customer Relationships .......................................................................................................2-53
Customer Relationship Examples ........................................................................................2-55
Review Question..................................................................................................................2-56
Agenda.................................................................................................................................2-58
Merge Customers.................................................................................................................2-59
Merge Overview ..................................................................................................................2-60
Merging Incorrect Data........................................................................................................2-61
Merging Site Data................................................................................................................2-62
Merging Customer Data.......................................................................................................2-63
Merging Other Application Transactions ............................................................................2-64
Controlling the Merge Process ............................................................................................2-65
Review Question..................................................................................................................2-66
Agenda.................................................................................................................................2-68
Reviewing Customer Information........................................................................................2-69
Common Search Scenarios ..................................................................................................2-70
Agenda.................................................................................................................................2-71
Summary..............................................................................................................................2-72
Enter Import Orders .............................................................................................................3-1
Enter Import Orders.............................................................................................................3-2
Agenda.................................................................................................................................3-3
Objectives ............................................................................................................................3-5
Order Creation Methods ......................................................................................................3-8
Defaulting Rules ..................................................................................................................3-9
Taxation ...............................................................................................................................3-10
Global Tax Engine...............................................................................................................3-11
Multiple Currency................................................................................................................3-12
Order Currency ....................................................................................................................3-13
Credit Checking ...................................................................................................................3-14
Credit Checking Steps .........................................................................................................3-15
Review Question..................................................................................................................3-16
Agenda.................................................................................................................................3-18
Entering Header Information ...............................................................................................3-19
Entering Pricing Information ...............................................................................................3-20
Processing Credit Cards.......................................................................................................3-21
Entering Shipping Information ............................................................................................3-22
Agenda.................................................................................................................................3-23
Entering Line Information ...................................................................................................3-24
Entering Line Pricing...........................................................................................................3-25
Adjusting Line Prices ..........................................................................................................3-26
Applying Sales Credits ........................................................................................................3-27
Sales Credits ........................................................................................................................3-28
Review Question..................................................................................................................3-29
Agenda.................................................................................................................................3-33
Scheduling ...........................................................................................................................3-34
iii
Scheduling Options..............................................................................................................3-35
On-line Scheduling ..............................................................................................................3-36
Global ATP..........................................................................................................................3-37
Entering Shipping Line Information....................................................................................3-38
Entering Addresses for Lines...............................................................................................3-39
Entering Project Information ...............................................................................................3-40
Applying Notes and Attachments: Automatic .....................................................................3-41
Applying Notes and Attachments: Manual..........................................................................3-42
Booking Orders....................................................................................................................3-43
Review Question..................................................................................................................3-44
Process Messages.................................................................................................................3-46
Practice ................................................................................................................................3-47
Agenda.................................................................................................................................3-48
Copying Orders....................................................................................................................3-49
Practice ................................................................................................................................3-50
Agenda.................................................................................................................................3-51
EDI Transaction Flow: Outbound........................................................................................3-53
EDI Transaction Flow: Inbound ..........................................................................................3-54
Order Management/EDI Business Benefits .........................................................................3-55
Order Management/EDI Functions......................................................................................3-56
Set up Order Import .............................................................................................................3-57
Import Orders Processing ....................................................................................................3-58
EDI Error Viewing and Correction......................................................................................3-59
Order Management Error Viewing and Correction .............................................................3-60
Review Question..................................................................................................................3-61
Agenda.................................................................................................................................3-63
Drop Ship Overview ............................................................................................................3-64
Drop Ship Information.........................................................................................................3-65
Drop Ship Process ...............................................................................................................3-66
Creating a Drop Ship Line ...................................................................................................3-67
Viewing Drop Ship Information ..........................................................................................3-68
Drop Ship Order and Internally Sourced Order Processes..................................................3-69
Drop Shipments: European Tax Triangulation ....................................................................3-70
Review Question..................................................................................................................3-72
Practice ................................................................................................................................3-74
Creating Internal Orders ......................................................................................................3-76
Overview .............................................................................................................................3-77
Practice ................................................................................................................................3-78
Quotes to Oracle Order Management ..................................................................................3-80
Order Capture Functionality ................................................................................................3-82
Agenda.................................................................................................................................3-83
Summary..............................................................................................................................3-84
Oracle Configurator ..............................................................................................................4-1
Oracle Configurator .............................................................................................................4-2
Objectives ............................................................................................................................4-3
Agenda.................................................................................................................................4-4
Overview .............................................................................................................................4-5
Sales Order Configurator Button .........................................................................................4-6
Configurator Developer Model............................................................................................4-8
Model Information Display When Configurator Is Launched .............................................4-9
How to Launch Configurator: Steps 13 .............................................................................4-10
How to Launch Configurator: Step 45...............................................................................4-11
How to Launch Configurator: Step 6...................................................................................4-12
Configuration Window ........................................................................................................4-13
Configurator Window in OM Sample Model: Built from Imported BOM.........................4-14
When the Selected Standard Item Is Invalid........................................................................4-15
iv
How to Launch Configurator: Steps 79 .............................................................................4-16

How to Launch Configurator: Steps 1012 .........................................................................4-17
Demonstration: How to Configure a New Order ................................................................4-18
Summary..............................................................................................................................4-19
Manage Orders ......................................................................................................................5-1
Managing Orders .................................................................................................................5-2
Agenda.................................................................................................................................5-3
Objectives ............................................................................................................................5-5
Agenda.................................................................................................................................5-8
View Orders and Lines ........................................................................................................5-9
Order Organizer Information ...............................................................................................5-10
Viewing Orders....................................................................................................................5-11
Viewing Additional Information..........................................................................................5-12
Viewing Adjustments, Modifiers, and Reasons...................................................................5-14
Viewing Attachments ..........................................................................................................5-15
Viewing Purchase Information for Vendor Drop Ship Orders ............................................5-16
Internet Customer Portal......................................................................................................5-17
Internet Customer Portal Users............................................................................................5-18
Review Question..................................................................................................................5-19
Agenda.................................................................................................................................5-21
Order Changes .....................................................................................................................5-22
Mass Change........................................................................................................................5-23
Applying Order and Line Mass Changes.............................................................................5-24
Split Lines............................................................................................................................5-25
Changing Drop Ship Orders ................................................................................................5-26
Changes to Drop Ship Orders ..............................................................................................5-27
Review Question..................................................................................................................5-28
Agenda.................................................................................................................................5-30
Three Ways to Stop an Order ..............................................................................................5-31
Workflow Overview ............................................................................................................5-32
Workflow.............................................................................................................................5-33
Notifications ........................................................................................................................5-34
Process Messages.................................................................................................................5-35
Responding to Notifications ................................................................................................5-36
Comparing Notifications and Holds ....................................................................................5-38
Holds....................................................................................................................................5-39
Applying Holds....................................................................................................................5-40
Apply a Hold to a Specific Order or Return Line ................................................................5-41
Apply Holds to Multiple Orders or Returns.........................................................................5-42
Apply a Hold to Multiple Order or Return Lines.................................................................5-43
Releasing Holds ...................................................................................................................5-45
Review Question..................................................................................................................5-46
Canceling Orders and Returns .............................................................................................5-48
Canceling Order and Return Lines ......................................................................................5-50
Purging Orders.....................................................................................................................5-51
Review Question..................................................................................................................5-52
Agenda.................................................................................................................................5-54
Summary..............................................................................................................................5-55
Setup & Implementation Issues for Order Management ...................................................6-1
Set Up & Implementation Issues for Order Management....................................................6-2
Objectives ............................................................................................................................6-3
Agenda Overview ................................................................................................................6-4
Agenda.................................................................................................................................6-5
v
Searching Oracle Applications Help....................................................................................6-7

Resources.............................................................................................................................6-8
Agenda.................................................................................................................................6-10
Overview: Order Management Suite ...................................................................................6-11
Overview: Order Management ............................................................................................6-12
Overview: Order Management Integration Points ...............................................................6-13
Agenda.................................................................................................................................6-15
Installation: Process .............................................................................................................6-16
Installation: Order Management and Shipping Execution ...................................................6-17
Installation: Order Management and Pricing .......................................................................6-18
Installation: Order Management and Configurator ..............................................................6-19
Installation: Components .....................................................................................................6-20
Agenda.................................................................................................................................6-21
Setup Processes....................................................................................................................6-22
Setup Process: System Administration ................................................................................6-25
Setup Process: Flexfields .....................................................................................................6-26
Setup Process: Inventory .....................................................................................................6-27
Setup Process: Inventory ....................................................................................................6-28
Setup Process: Profile Options ............................................................................................6-29
Setup Process: Profile Options ...........................................................................................6-30
Setup Process: System Parameters......................................................................................6-31
Setup Process: Quickcodes ..................................................................................................6-33
Setup Process: Quickcodes .................................................................................................6-34
Setup Process: Customers....................................................................................................6-35
Setup Process: Credit Checking Rules.................................................................................6-36
Setup Process: Credit Checking Rules................................................................................6-38
Setup Process: Salespersons ................................................................................................6-39
Setup Process: Tax...............................................................................................................6-41
Setup Process: Invoicing......................................................................................................6-45
Setup Process: Workflow.....................................................................................................6-47
Setup Process: Workflow....................................................................................................6-48
Setup Process: Workflow.....................................................................................................6-50
Setup Process: Order Import Sources ..................................................................................6-52
Setup Process: Processing Constraints.................................................................................6-54
Setup Process: Units of Measure .........................................................................................6-63
Setup Process: Item Information..........................................................................................6-65
Setup Process: Items ............................................................................................................6-67
Setup Process: Cross References .........................................................................................6-70
Setup Process: Configurations .............................................................................................6-72
Setup Process: Defaulting Rules..........................................................................................6-74
Setup Process: Defaulting Rules.........................................................................................6-80
Setup Process: Document Sequences...................................................................................6-81
Setup Process: Transaction Types .......................................................................................6-83
Setup Process: Holds ...........................................................................................................6-86
Setup Process: Holds ..........................................................................................................6-91
Setup Process: Attachments.................................................................................................6-92
Setup Process: Pricing .........................................................................................................6-94
Setup Process: Shipping.......................................................................................................6-95
Agenda.................................................................................................................................6-96
Upgrade: Introduction..........................................................................................................6-97
Upgrade: Performance Patches ............................................................................................6-98
Upgrade: Table Changes......................................................................................................6-99
Upgrade: Menus...................................................................................................................6-100
Upgrade: Responsibilities ....................................................................................................6-101
Upgrade: Users ....................................................................................................................6-102
Upgrade: Order Import ........................................................................................................6-103
Upgrade: Standard Value Rule Sets.....................................................................................6-104
vi
Upgrade: Security Rules ......................................................................................................6-105

Upgrade: Functionality ........................................................................................................6-106
Upgrade: Order Cycles ........................................................................................................6-107
Implementation: Workflow..................................................................................................6-109
Implementation: Multi-org ..................................................................................................6-111
Agenda.................................................................................................................................6-114
Summary..............................................................................................................................6-115
vii
Preface
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
General order management business knowledge
Ability to navigate on Oracle Applications
Prerequisites
There are no prerequisites for this course.
How This Course Is Organized

R11i Order Management Suite of Products: Order Management Process is an
instructor-led course featuring lecture and hands-on exercises. Online
demonstrations and written practice sessions reinforce the concepts and skills
introduced.
viii
Related Publications
Oracle Publications
Title
Part Number
Oracle Order Management Users Guide Release 11i

Additional Publications
System release bulletins
Installation and users guides
read.me files
Oracle Applications Users Group (OAUG) articles
Oracle Magazine
ix
Typographic Conventions
Typographic Conventions in Text
Convention
Bold italic
Element
Glossary term (if
there is a glossary)
Example
The algorithm inserts the new key.
Caps and
lowercase
Buttons,
check boxes,
triggers,
windows
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.
Courier new,
case sensitive
(default is
lowercase)
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
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
Initial cap
Graphics labels
(unless the term is a
proper noun)
Customer address (but Oracle Payables)
Italic
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
Do not save changes to the database.

For further information, see Oracle7 Server
SQL Language Reference Manual.
Enter user_id@us.oracle.com,
where user_id is the name of the user.
Select Include a reusable module component
and click Finish.
Uppercase
SQL column
names, commands,
functions, schemas,
table names
Use the SELECT command to view

information stored in the LAST_NAME
column of the EMP table.
Convention
Arrow
Element
Menu paths
Example
Select File> Save.
Quotation
marks
This subject is covered in Unit II, Lesson 3,

Working with Objects.
x
Brackets
Key names
Press [Enter].
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Press and release keys one at a time:

[Alternate], [F], [D]
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Typographic Conventions in Code

Convention
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lowercase
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italic
Uppercase
Element
Oracle Forms
triggers
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table names
Example
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Passwords
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DROP USER scott

IDENTIFIED BY tiger;
OG_ACTIVATE_LAYER
(OG_GET_LAYER
(prod_pie_layer))
Syntax variables
CREATE ROLE role
SELECT last_name
FROM s_emp;
SQL commands and SELECT userid

FROM emp;
functions
Typographic Conventions in Navigation Paths

This course uses simplified navigation paths, such as the following example, to
direct you through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
This simplified path translates to the following:
1.
(N) From the Navigator window, select Invoice > Entry > Invoice Batches
Summary.
2.
(M) From the menu, select Query > Find.
3.
(B) Click the Approve button.
Notations :
(N) = Navigator
(M) = Menu
(T) = Tab
xi
(I) = Icon
(H) = Hyperlink
(B) = Button
Typographical Conventions in Help System Paths
This course uses a navigation path convention to represent actions you perform
to find pertinent information in the Oracle Applications Help System.
The following help navigation path, for example
(Help) General Ledger > Journals > Enter Journals
represents the following sequence of actions:
1.
In the navigation frame of the help system window, expand the General
Ledger entry.
2.
Under the General Ledger entry, expand Journals.
3.
Under Journals, select Enter Journals.
4.
Review the Enter Journals topic that appears in the document frame of the
help system window.
Getting Help
Oracle Applications provides you with a complete online help facility.
Whenever you need assistance, simply choose an item from the Help menu to
pinpoint the type of information you want.
To display help for a current window:
1.
Choose Window Help from the Help menu, click the Help button on the
toolbar, or hold down the Control key and type 'h'.
A web browser window appears, containing search and navigation frames on
the left, and a frame that displays help documents on the right.
The document frame provides information on the window containing the
cursor. The navigation frame displays the top-level topics for your
responsibility, arranged in a tree control.
2.
If the document frame contains a list of topics associated with the window,
click on a topic of interest to display more detailed information.
xii
3.
You can navigate to other topics of interest in the help system, or choose
Close from your web browser's File menu to close help.
Searching for Help

You can perform a search to find the Oracle Applications help information you
want. Simply enter your query in the text field located in the top-left frame of the
browser window when viewing help, then click the adjacent Find button.
A list of titles, ranked by relevance and linked to the documents in question, is
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Back button to return to the list of titles and try another.
xiii
Overview to the Order

Management Process
Chapter 1
Overview to the Order Management Process

Chapter 1 - Page 1
Overview
Overview to
to the
the Order
Order
Management
Process
Management Process
Oracle
Oracle Order
Order Management
Management Release
Release 11i
11i

Chapter 1 - Page 2
Objectives
Objectives
Objectives
After
After completing
completing this
this course,
course, you
you should
should be
be able
able to
to
do
do the
the following:
following:
Define
Define the
the functions
functions and
and features
features relating
relating to:
to:
Managing
Managing customers
customers
Entering
Entering and
and importing
importing orders
orders and
and returns
returns
Configuring
Configuring orders
orders
Managing
Managing orders
orders
Managing
Managing quotes
quotes
Setting
Setting up
up and
and implementation
implementation

Chapter 1 - Page 3
Objectives
Objectives
Objectives
Describe
Describe the
the main
main capabilities
capabilities used
used during
during
configuration
configuration and
and order
order processing
processing such
such as:
as:
Entering,
credit
checking
and
card
verification,
Entering, credit checking and card verification,
pricing,
pricing, and
and discounting
discounting orders.
orders. Entering
Entering
mixed
return
and
ordered
mixed return and ordered items
items on
on sales
sales order.
order.
Managing
Managing holds,
holds, releases,
releases, and
and approval
approval
notifications.
notifications.
Checking
Checking Available
Available to
to Promise
Promise throughout
throughout
your
supply
chain;
scheduling
your supply chain; scheduling and
and
reserving
reserving orders.
orders.
Selecting
Selecting configure-to-order
configure-to-order (CTO),
(CTO), assembleassembleto-order
to-order (ATO),
(ATO), and
and pick-to-order
pick-to-order (PTO)
(PTO)
models,
models, kits,
kits, and
and options
options during
during order
order entry
entry by
by
using
using the
the Oracle
Oracle Configurator.
Configurator.
Approving,
Approving, holding,
holding, viewing,
viewing, changing,
changing,
copying,
and
canceling
copying, and canceling orders
orders

Chapter 1 - Page 4
Objectives
Objectives
Objectives
Summarize
Summarize the
the setup
setup steps
steps required
required to
to manage
manage
customers,
customers, items,
items, orders,
orders, and
and lines.
lines.
Define
Define the
the steps
steps required
required before
before passing
passing the
the order
order
to
Oracle
Shipping
Execution,
including:
to Oracle Shipping Execution, including:
Creating
Creating tolerances
tolerances for
for over
over and
and under
under
shipments
shipments
Providing
Providing support
support for
for Tax
Tax Triangulation
Triangulation
List
List some
some of
of the
the standard
standard Oracle
Oracle reports
reports which
which
support
the
configure-to-order
business
support the configure-to-order business process.
process.
Process
Process drop
drop ship
ship orders.
orders.

Chapter 1 - Page 5
Agenda
Agenda
Agenda
Order
Order to
to Invoice
Invoice Process
Process
Managing
Managing customers
customers
Entering
Entering and
and importing
importing orders
orders and
and returns
returns
Configuring
Configuring orders
orders (CTO,
(CTO, ATO,
ATO, and
and PTO)
PTO)
Managing
Managing orders
orders
Managing
Managing quotes
quotes
Setting
Setting up
up and
and implementation
implementation

Chapter 1 - Page 6
Basic Order Process

Basic
Basic Order
Order Process
Process
Customer
Invoice
Order
Order
Shipping
Sales
Department
Inventory

Chapter 1 - Page 7
Some Interfaces and APIs Used in the R11i Business

Flow
Some
Some Interfaces
Interfaces and
and APIs
APIs Used in
in the
the
R11i
R11i Business
Business Flow
Flow
Invoice
Order Import, Process Orders API
GL
GL
Inventory
Interface
Oracle
Inventory
Oracle
Receivables
Customer
Move
Orders,
Pick/Ship
Pick
Release,
Pick Confirm
APIs
Standard
Order
Process
Invoice
Interface
Close
Order
Scheduling/
Sourcing API
Book
Sales Order
Process
Orders API
Inventory
Schedule
Enter Order

Chapter 1 - Page 8
Basic Order Process Flows

Basic
Basic Order
Order Process
Process Flows
Flows
Invoice only
1
2
3
Complete
Standard shippable
Standard shippable
(Distributor)
(Manufacturer)
1
1
Customer requests order
2
2
Enter order
3
3
Book order
4
4
Schedule
5
Release order to Manufacturing
5
6
Ship product and update inventory
6
7
Invoice the customer
Complete
Complete

Chapter 1 - Page 9
Vendor Drop Ship or Combination Standard with Drop

Ship Order Flow
Vendor
Vendor Drop
Drop Ship
Ship or
or Combination
Combination
Standard
Standard with
with Drop
Drop Ship
Ship Order
Order Flow
Flow
Enter order
Drop Ship: Yes or No?
Drop Ship Item
Internally Sourced Item
Send to Purchasing
Schedule
Supplier ship confirmation
Ship and update inventory
Create invoice
Close sales order

Chapter 1 - Page 10
Internal Order Flow

Internal
Internal Order
Order Flow
Flow
Requestor
Demand
Import or reschedule
Manually
requisitions
create
Approve requisition
Create internal
sales order
Order entry
Schedule order
Inventory
Pick Release
Ship confirm
Receive
Expense
Direct
Intransit
Inventory
Expense

Chapter 1 - Page 11
Workflow
Workflow
Workflow
Order
Order Management
Management is
is seeded
seeded with
with Workflows
Workflows
which
which control
control order
order processing
processing
Workflows
Workflows replace
replace order
order cycles
cycles and
and approvals
approvals
You
You can
can view
vieworder
order flow
flowstatus
status using
using the
the graphical
graphical
Workflow
WorkflowMonitor
Monitor

Chapter 1 - Page 12
Workflows
Workflows
Workflows
The
The Workflows
Workflows control
control the
the order
order header
header and
and the
the
line
line processing.
processing. Order
Order types
types and
and line
line types
types must
must
be
be set
set up
up as
as follows:
follows:
Header
flows
Header flows must
must be
be attached
attached to
to the
the order
order
type
type
Line
Line flows
flows must
must be
be attached
attached to
to an
an order
order type,
type,
line
line type,
type, and
and item
item type
type combination
combination
Each
Each line
line can
can follow
follow aa different
different flow
flow
You
You can
can have
have outbound
outbound and
and inbound
inbound lines
lines on
on the
the
same
same order
order

Chapter 1 - Page 13
Sample Header Flow

Sample
Sample Header
Header Flow
Flow
Enter
Book - Order,
Manual
Close - Order
End

Chapter 1 - Page 14
Sample Line Flow

Sample
Sample Line
Line Flow
Flow
Unreserve
Enter - Line
Schedule - Line
Crea te Supply - Line
Ship - Line, Ma nual
Fulfill - Deferred
Fulfill
Invoice - Line
Close - Line
End

Chapter 1 - Page 15
Workflows
Workflows
Workflows
You
You can
can control
control when
when aa workflow
workflow activity
activity is
is
performed
performed
You
You can
can defer
defer costly
costly activities
activities to
to the
the Workflow
Workflow
Background
Engine
Background Engine
You
You can
can customize
customize your
your flows
flows with
with Workflow
Workflow
Builder
Builder

Chapter 1 - Page 16
Review Question
Review
Review Question
Question
You
You can
can do
do the
the following
following using
using Oracle
Oracle Workflows:
Workflows:
1.
1. Customize
Customize Workflows
Workflows using
using the
the Oracle
Oracle Workflow
Workflow
Builder
Builder
2.
2. Enter
Enter cycles
cycles to
to control
control the
the flow
flowof
of orders
orders
3.
3. View
View the
the status
status of
of an
an order
order using
using the
the
Workflow
WorkflowMonitor
Monitor
4.
4. 11 and
and 22
5.
5. 11 and
and 33

Chapter 1 - Page 17
Review Question
Review
Review Question
Question
You
You can
can do
do the
the following
following using
using Oracle
Oracle Workflows:
Workflows:
1.
1. Customize
Customize Workflows
Workflows using
using the
the Oracle
Oracle Workflow
Workflow
Builder
Builder
2.
2. Enter
Enter cycles
cycles to
to control
control the
the flow
flowof
of orders
orders
3.
3. View
View the
the status
status of
of an
an order
order using
using the
the
Workflow
WorkflowMonitor
Monitor
4.
4. 11 and
and 22
5.
5. 11 and
and 33

Chapter 1 - Page 18
Agenda
Agenda
Agenda
Order
Order to
to Invoice
Invoice Process
Process
Managing
Managing customers
customers
Entering
Entering and
and importing
importing orders
orders and
and returns
returns
Configuring
Configuring orders
orders (CTO,
(CTO, ATO,
ATO, and
and PTO)
PTO)
Managing
Managing orders
orders
Managing
Managing quotes
quotes
Setting
Setting up
up and
and implementation
implementation

Chapter 1 - Page 19
Managing Customers
Managing
Managing Customers
Customers
Create customer
profile classes
Enter customer
information
Assign
customers to
profile classes
Review customer
information
Eliminate duplicate
information
Create customer
relationships

Chapter 1 - Page 20
Customers
Customers
Customers
You
You can:
can:
Create
Create customer
customer profile
profile classes
classes and
and assign
assign them
them
to
customers
to customers
Create
Create and
and maintain
maintain customer
customer information
information
Enter
Enter multiple
multiple ship-to
ship-to sites
sites for
for each
each customer
customer
Enable
Enable related
related customers
customers to
to establish
establish reciprocal
reciprocal
payment
and
contract
terms
payment and contract terms
Review
Review customer
information online
online and
and in
in reports
reports
Note:
Note: The
The system
systemwill
will perform
perform aa search
search for
for your
your
customer
customer before
before itit allows
allows you
you to
to enter
enter aa new
new
customer.
customer.

Chapter 1 - Page 21
Merging Incorrect Data

Merging
Merging Incorrect
Incorrect Data
Data
Invoice 201
Invoice 523
White Place
White Corp
White Place, Invoices 201 and 523

Chapter 1 - Page 22
Customer Entry Methods

Customer
Customer Entry
Entry Methods
Methods
Standard
Standard customer
customer entry
entry
Quick
Quick customer
customer entry
entry
Customer
Customer interface
interface
Enter complete
details
Enter limited
information
Import from
other systems
Standard
customer entry
Quick customer
entry
Customer
interface

Chapter 1 - Page 23
Customer Tab
Customer
Customer Tab
Tab
Using
Using the
the new
new Order
Order Management
Management customer
customer tab,
tab,
you
you can
can specify:
specify:
Schedule
Schedule limits
limits
GSA
GSA pricing
pricing
Shipment
Shipment information
information such
such as:
as:
Ship
Ship set
set or
or arrival
arrival set
set lines
lines
Over
Over and
and under
under shipment
shipment tolerances
tolerances
Over
Over and
and under
under return
return tolerances
tolerances
Overship
Overship invoice
invoice basis
basis

Chapter 1 - Page 24
Customer Credit Check and Credit Card Validation

Customer
Customer Credit
Credit Check
Check and
and
Credit
Credit Card
Card Validation
Validation
You
You can
can set
set credit
credit and
and order
order limits
limits for
for each
each
customer,
customer, customer
customer profile
profile class,
class, or
or
customer
customer site.
site.
Orders
go
Orders go on
on hold
hold automatically
automatically ifif they
they violate
violate
these
limits.
these limits.
You
You can
can validate
validate aa customer
customer credit
credit card
card during
during
order
order entry
entry and
and Oracle
Oracle iPayment
iPayment will
will validate
validate and
and
return
return information
information back
back to
to Order
Order Management.
Management.

Chapter 1 - Page 25
Review Question
Review
Review Question
Question
Using
Using the
the new
new Order
Order Management
Management customer
customer tab,
tab, you
you
can
can specify
specify ship
ship set
set or
or arrival
arrival set
set lines.
lines.
1.
True
1.
True
2.
2.
False
False

Chapter 1 - Page 26
Review Question
Review
Review Question
Question
Using
Using the
the new
new Order
Order Management
Management customer
customer tab,
tab, you
you
can
can specify
specify ship
ship set
set or
or arrival
arrival set
set lines.
lines.
1.
True
1.
True
2.
2.
False
False

Chapter 1 - Page 27
Agenda
Agenda
Agenda
Order
Order to
to Invoice
Invoice Process
Process
Managing
Managing customers
customers
Entering
Entering and
and importing
importing orders
orders and
and returns
returns
Configuring
Configuring orders
orders (CTO,
(CTO, ATO,
ATO, and
and PTO)
PTO)
Managing
Managing orders
orders
Managing
Managing quotes
quotes
Setting
Setting up
up and
and implementation
implementation

Chapter 1 - Page 28
Order Entry Methods

Order
Order Entry
Entry Methods
Methods
Enter order
or return online
Copy an
order or return
Import from
other systems
EDI
Order or return
Enter
order or return
Order Import
Order or return

Chapter 1 - Page 29
General Order Import Flow

General
General Order
Order Import
Import Flow
Flow
Inbound flow
Open interface
tables (inbound)
Oracle
applications
T12
850B SG
9
3578 520
5
2
8
1
4
ISA~ 00
~
BEG ~
T
N1~S
Interface
file
EDI standard
or ASCII file
Oracle
e-Commerce
Gateway
Translator
Data
commucommunications

Chapter 1 - Page 30
Entering Orders in the Sales Orders Window

Entering
Entering Orders
Orders in
in the
the Sales
Sales Orders
Orders Window
Window
Sales Orders (5648) - Forecast Test Customer 01
Order
Information
Line Items
Order Total
Main Pricing Shipping Addresses Returns Services Others

Line Ordered Item Qty UOM Unit Selling Price
1.1 AS54888
Ea.
0
1,000.00
Line Total
0.00
Line Quantity
Description Sentinel Standard Desktop

Actions
Configurator
Availability
Book Order

Chapter 1 - Page 31
Sales Order Entry

Sales
Sales Order
Order Entry
Entry
Use
Use the
the Sales
Sales Orders
Orders window
window to
to enter
enter orders
orders and
and
returns.
returns.
Use
Use the
the Order
Order Information
Information tabs
tabs to
to enter
enter header
header
information
not
specific
to
a
particular
information not specific to a particular line.
line.
Use
Use the
the Line
Line Items
Items tabs
tabs to
to enter
enter information
information
specific
specific to
to each
each line
line item.
item.
Line
Line item
item information
information overrides
overrides the
the same
same type
type
of
of information
information entered
entered at
at the
the header
header lever.
lever.
Line
Line items
items can
can be
be order
order or
or return
return items
items on
on the
the
same
same order.
order.

Chapter 1 - Page 32
Header Information
Header
Header Information
Information
The
The Order
Order Information
Information section
section of
of the
the Sales
Sales Orders
Orders
window
allows
you
to
enter
header
information
window allows you to enter header information
such
such as:
as:
Customer,
Customer, customer
customer bill-to
bill-to and
and ship-to
ship-to addresses
addresses
Order
Order type
type
Price
Price list
list and
and payment
payment terms
terms
Salesperson
and
sales
Salesperson and sales credit
credit
Currency
Currency and
and tax
tax information
information
Payment
Payment and
and freight
freight terms
terms
Credit
Credit card
card number
number
General
General shipping
shipping information
information

Chapter 1 - Page 33
Line Information
Line
Line Information
Information
The
The Line
Line Items
Items section
section of
of the
the Sales
Sales Orders
Orders form
form
enables
you
to
enter:
enables you to enter:
Main
Main information
information such
such as:
as:
Ordered
Ordered item,
item, quantity
quantity (whole
(whole or
or decimal),
decimal),
scheduled
scheduled ship
ship date,
date, and
and so
so on.
on. It
It enables
enables you
you to
to
find
find pricing
pricing for
for items.
items.
Pricing
Pricing
Shipping
Shipping
Addresses
Addresses
Return
Return information
information
Service
Service information
information
Miscellaneous
Miscellaneous information
information such
such as
as the
the project
project
number
number

Chapter 1 - Page 34
Line Sets
Line
Line Sets
Sets
You
You can:
can:
Have
Have three
three types
types of
of line
line groupings
groupings
Ship
Ship sets
sets
Arrival
Arrival sets
sets
Fulfillment
Fulfillment sets
sets
Automatically
Automatically put
put lines
lines into
into sets
sets
Change
Change set
set attributes
attributes in
in Sales
Sales Order
Order form
form
Break
Break sets
sets through
through shipping
shipping

Chapter 1 - Page 35
Item Pricing
Item
Item Pricing
Pricing
Order Management calls the Oracle
Pricing Engine for prices
Advanced pricing
in-board user
interface
API
API return
Base price
Discounts
Oracle
pricing
Terms
Freight charges
Selling price

Chapter 1 - Page 36
Advanced Pricing Engine

Advanced
Advanced Pricing
Pricing Engine
Engine
OUTPUT
INPUT
Data
PRICING ENGINE
All
Select
Price lists
Qualifiers = Attributes =
What =
Who =
Product
Eligibility
Service
One Customer
Formulas
Base price
Discounts
Promotions
Terms
Coupons
Modifiers
One Item

Chapter 1 - Page 37
Advanced Pricing Terms

Advanced
Advanced Pricing
Pricing Terms
Terms
Qualifiers:
Qualifiers: control
control who
who is
is eligible
eligible for
for certain
certain
prices
prices (price
(price lists),
lists), price
price adjustments,
adjustments, and
and
benefits
(modifiers)
benefits (modifiers)
Attributes:
Attributes: control
control what
what product
product or
or service
service is
is
being
priced
or
modified
being priced or modified
Price
Price lists:
lists: list
list of
of items
items with
with prices
prices
Formulas:
Formulas: determine
determine prices
prices or
or modifiers
modifiers based
based on
on
aa formula
formula or
or combination
combination of
of factors
factors
Modifiers:
Modifiers: determine
determine how
howpricing
pricing requests
requests and
and
lines
lines are
are adjusted,
adjusted, for
for example:
example: discounts
discounts reduce
reduce
the
the price
price by
by aa fixed
fixed amount
amount or
or percentage
percentage

Chapter 1 - Page 38
Pricing
Pricing
Pricing
Through
Through Oracle
Oracle Order
Order Management,
Management, you
you can
can use
use the
the
Oracle
Oracle Pricing
Pricing Engine
Engine to:
to:
Set
Set up
up price
price lists
lists
Define
Define pricing
pricing attributes
attributes
Copy
Copy and
and adjust
adjust price
price lists
lists
Set
Set Government
Government Service
Service Administration
Administration
(GSA)
pricing
(GSA) pricing
Define
Define pricing
pricing formulas
formulas
Set
Set up
up modifiers
modifiers so
so you
you can
can adjust
adjust prices,
prices, have
have
freight
freight and
and special
special charges
charges and
and surcharges
surcharges
Set
Set up
up limited
limited qualifiers
qualifiers

Chapter 1 - Page 39
Advanced Pricing
Advanced
Advanced Pricing
Pricing
If
If you
you purchase
purchase Oracle
Oracle Advanced
Advanced Pricing,
Pricing, you
you can
can do
do
all
all the
the functions
functions listed
listed previously
previously plus
plus much
much more.
more.
You
You can
can also:
also:
Have
Have an
an unlimited
unlimited number
number of:
of:
Secondary
Secondary price
price lists
lists
Pricing
Pricing attributes
attributes
Qualifiers
Qualifiers
Set
Set up
up dynamic
dynamic formulas
formulas as
as well
well as
as static
static
Define
Define qualifier
qualifier groups
groups and
and attribute
attribute mapping
mapping
Set
Set up
up promotions
promotions and
and deals
deals
Set
Set points
points and
and ranges
ranges for
for price
price breaks
breaks

Chapter 1 - Page 40
Tax Triangulation
Tax
Tax Triangulation
Triangulation
You
You can
can calculate
calculate tax
tax amounts
amounts for
for cross
cross border
border
international
international shipments.
shipments. Supplier
Customer
Tax
Tax can
can be
be based
based on:
on:
Ship-to
Ship-to
Ship-from
Ship-from
FOB
FOB
Point
Point of
of
order
order origin
origin
Point
Point of
of order
order
acceptance
acceptance
Ordering
company

Chapter 1 - Page 41
Scheduling Orders
Scheduling
Scheduling Orders
Orders
During
During order
order entry,
entry, you
you can
can schedule
schedule
online
online using:
using:
AutoScheduling
AutoScheduling
Manually
Manually
You
You can
can also
also set
set up
up aa Workflow
Workflow Process
Process to
to
Schedule-Line
Schedule-Line
You
You can
can use
use the
the Schedule
Schedule Orders
Orders concurrent
concurrent
program
program

Chapter 1 - Page 42
Scheduling Order Lines

Scheduling
Scheduling Order
Order Lines
Lines
Order Management
We have an order
ATP
Inquiry
Schedule
Reservations
for 500 items on

1/7. Can we fill it?
Manufacturing/
Distribution
Were planning a
run on 1/8 and
can give you 500
then, but not on
1/7.
I have the numbers

on the orders we
took today.
Great, I may
need to adjust
the forecast and
our supply plan.
We need to ship
100 items to ACME
tomorrow. Can you
set aside inventory
for it?
Sure, weve got

125 on hand. Ill
mark 100 of them
for ACME.

Chapter 1 - Page 43
Global ATP Server

Global
Global ATP
ATP Server
Server
Chicago, S1
Instance 1
Boston, M2
Instance 2
Miami, D2
Instance 3
Availability
100
Availability
0
Availability
50
Global ATP View

R11ii. 1 ATP Result:
R11
* Global ATP
is available
if you have
Oracle APS
Boston, M2
Order Entry
Customer
Order
Available 125
100 from S1
25 from D2
or
75 from S1
50 from D2
125

Chapter 1 - Page 44
Attachments
Attachments
Attachments
You
You can
can apply
apply attachments
attachments that
that are
are either
either in
in text
text
or
or graphical
graphical or
or URL
URL based
based
You
You can
can have
have these
these apply
apply automatically
automatically
You
You can
can manually
manually apply
apply previously
previously setup
setup rule
rule
based
based attachments
attachments
You
You can
can also
also create
create new
new attachments
attachments using
using the
the
Attachments
Attachments (paperclip)
(paperclip) button
button on
on the
the Sales
Sales
Orders
Orders window.
window.

Chapter 1 - Page 45
Invoicing
Invoicing
Invoicing
Option
Option to
to print
print details
details of
of discounts
discounts
Pass
Pass individual
individual freight
freight and
and other
other charges
charges to
to AR
AR
Ordered
Ordered item
item description
description
Workflow
Workflowreplaces
replaces Receivables
Receivables Interface
Interface
concurrent
concurrent program
program

Chapter 1 - Page 46
Review Question
Review
Review Question
Question
The
The Oracle
Oracle Pricing
Pricing Engine
Engine uses
uses the
the following
following to
to
determine
determine who
who is
is eligible
eligible and
and what
what to
to price:
price:
1.
1. Customer
Customer numbers
numbers and
and promotions
promotions
2.
2. Qualifiers
Qualifiers and
and attributes
attributes
3.
3. Modifiers
Modifiers and
and discounts
discounts
4.
4. None
None of
of the
the above
above
5.
5. All
All of
of the
the above
above

Chapter 1 - Page 47
Review Question
Review
Review Question
Question
The
The Oracle
Oracle Pricing
Pricing Engine
Engine uses
uses the
the following
following to
to
determine
determine who
who is
is eligible
eligible and
and what
what to
to price:
price:
1.
1. Customer
Customer numbers
numbers and
and promotions
promotions
2.
2. Qualifiers
Qualifiers and
and attributes
attributes
3.
3. Modifiers
Modifiers and
and discounts
discounts
4.
4. None
None of
of the
the above
above
5.
All
of
the
above
5. All of the above

Chapter 1 - Page 48
Agenda
Agenda
Agenda
Order
Order to
to Invoice
Invoice Process
Process
Managing
Managing customers
customers
Entering
Entering and
and importing
importing orders
orders and
and returns
returns
Configuring
Configuring orders
orders (CTO,
(CTO, ATO,
ATO, and
and PTO)
PTO)
Managing
Managing orders
orders
Managing
Managing quotes
quotes
Setting
up
Setting up and
and implementation
implementation

Chapter 1 - Page 49
Configurator
Configurator
Configurator
The
The Oracle
Oracle Configurator
Configurator is
is an
an add-on
add-on product
product in
in
OM
OM which
which enables
enables you
you to
to use
use bills
bills of
of material
material and
and
establish
establish rules
rules to
to configure-to-order
configure-to-order (CTO)
(CTO) and
and
validate
option
choices.
validate option choices.
Customers
Customers may
may select
select from
from these
these options
options when
when
ordering
ordering product.
product.
You
You can
can select
select options
options with
with an
an assemble-to-order
assemble-to-order
(ATO)
(ATO) or
or aa pick-to-order
pick-to-order (PTO)
(PTO) bill
bill of
of material
material
(BOM)
even
if
you
dont
purchase
the
(BOM) even if you dont purchase the
Oracle
Oracle Configurator.
Configurator.
Pricing
Pricing and
and available
available to
to promise
promise capabilities
capabilities are
are
provided
provided during
during the
the configuration
configuration process.
process.

Chapter 1 - Page 50
Assemble-to-Order Models
Assemble-to-Order
Assemble-to-Order Models
Models
Bill
Model
1. Cube
2. Pyramid
3. Circle
Options
Order
1. Cube
2. Pyramid
3. Circle
WIP
Invoice
Manufacture
goods
1. Polygon
Pick slip
Ship goods
Package
goods
Inventory

Chapter 1 - Page 51
Pick-to-Order Models
Pick-to-Order
Pick-to-Order Models
Models
Bill
Model
1. Cube
2. Pyramid
3. Circle
Options
Order
1. Cube
2. Pyramid
3. Circle
Invoice
1. Polygon
2. Pyramid
3. Circle
Pick slip
Ship goods
Package
goods
Inventory

Chapter 1 - Page 52
Order Configurator
Order
Order Configurator
Configurator
Oracle Configurator
Find
CN97444
OC55437
OC68020
OC55449
OC29315
* OC42556
Go
Item
UOM Quantity
Software - Graphics
1
Software - Spreadsheet
Software - Web Browser
Item
Build Your Own Laptop
Availability
Total Price
UOM Quantity
1
Done
Cancel

Chapter 1 - Page 53
Agenda
Agenda
Agenda
Order
Order to
to Invoice
Invoice Process
Process
Managing
Managing customers
customers
Entering
Entering and
and importing
importing orders
orders and
and returns
returns
Configuring
Configuring orders
orders (CTO,
(CTO, ATO,
ATO, and
and PTO)
PTO)
Managing
Managing orders
orders
Managing
Managing quotes
quotes
Setting
Setting up
up and
and implementation
implementation

Chapter 1 - Page 54
View Orders and Lines Using the OM Order Organizer

View
View Orders
Orders and
and Lines
Lines Using
Using
the
the OM
OM Order
Order Organizer
Organizer
Orders
View
Query
Order Lines

Chapter 1 - Page 55
Order Organizer
Order
Order Organizer
Organizer
New Orders
Search Results
My Folders
Order #
25941
25940
25939
25938
25937
26252
26251
26454
26453
26353
Customer Name Status Order

Comp
Computer Servi
Comp
Computer Servi
Comp
Business Wrld-1
Comp
Business Wrld-1
Comp
Business Wrld-1
Comp
Business Wrld-1
Comp
Business Wrld-1
Comp
Business Wrld-1
Comp
Business Wrld-1
Comp
Computer Servi
Actions
Orders
Summary
New Order
Open Order
Lines

Chapter 1 - Page 56
Order Organizer
Order
Order Organizer
Organizer
The
The Order
Order Organizer:
Organizer:
Is
Is aa form
form you
you can
can use
use to
to singularly
singularly or
or mass
mass view
view
and
change
orders
and
lines.
and change orders and lines.
Is
Is aa folder
folder form
formso
so you
you can
can move,
move, hide,
hide, rename,
rename,
and
and rearrange
rearrange the
the fields.
fields.
Displays
Displays the
the Navigator
Navigator Tree
Tree on
on the
the left
left side.
side.
It
It contains
contains aa set
set of
of user-defined
user-defined folders
folders so
so you
you can
can
access
your
most
commonly
used
orders,
returns,
access your most commonly used orders, returns,
or
or lines.
lines.

Chapter 1 - Page 57
Viewing Order Information

Viewing
Viewing Order
Order Information
Information
Select
Select the
the tab
tab in
in the
the Order
Order Organizer
Organizer which
which holds
holds the
the
order
order information
information you
you require:
require:
Holds:
Holds: hold
hold history
history
Deliveries:
Deliveries: delivery
delivery information
information
Invoicing:
Invoicing: invoicing
invoicing information
information
Quantity
Quantity History:
History: quantity
quantity history
history

Chapter 1 - Page 58
How to View Adjustments, Modifiers, and Reasons

How
How to
to View
View Adjustments,
Adjustments,
Modifiers,
Modifiers, and
and Reasons
Reasons
Using
Using the
the Actions
Actions button,
button, select
select Adjustments
Adjustments
to
to view
view pricing
pricing modifications
modifications which
which have
have been
been
made
to
an
order.
made to an order.
Detailed
Detailed information
information can
can be
be obtained
obtained by
by selecting
selecting
the
Attributes
button
on
the
Adjustments
the Attributes button on the Adjustments window.
window.

Chapter 1 - Page 59
Four Ways to Manage an Order Flow

Four
Four Ways
Ways to
to Manage
Manage an
an Order
Order Flow
Flow
You
You can
can require
require action
action to
to continue
continue aa flow,
flow, thereby
thereby
temporarily
temporarily stopping
stopping an
an order
order or
or order
order line.
line.
You
You can
can restart
restart the
the flow
flow by
by using
using the
the Progress
Progress
Order
button,
by
responding
to
an
Order button, by responding to an approval
approval
Notification,
Notification, or
or by
by running
running aa concurrent
concurrent program.
program.
You
You can
can temporarily
temporarily stop
stop aa group
group of
of orders,
orders, by
by
placing
placing aa hold
hold on
on an
an individual
individual order,
order, or
or individual
individual
order
order lines
lines either
either manually
manually or
or automatically.
automatically.
You
You can
can permanently
permanently stop
stop an
an order
order or
or order
order lines.
lines.

Chapter 1 - Page 60
Managing the Notification Process

Managing
Managing the
the Notification
Notification Process
Process
Order taken
Order entered
Notification sent. Can the order continue in the flow?
Respond to the notification to allow the

order to proceed

Chapter 1 - Page 61
Hold Orders Example

Hold
Hold Orders
Orders Example
Example
All
All order
order lines
lines with
with this
this item
itemwill
will be
be put
put on
on hold.
hold.
Quality hold
Sales
order
Hold
manufactured
items
* You can set the hold criteria to apply

to either new or existing orders or both

Chapter 1 - Page 62
System Versus User-Defined Holds

System
System Versus
Versus User-Defined
User-Defined Holds
Holds
System
System Holds
Holds Seeded:
Seeded:
GSA
hold:
best
GSA hold: best pricing
pricing for
for government
government
customers
customers
Credit
Credit hold:
hold: automatically
automatically puts
puts order
order
exceeding
exceeding limits
limits from
fromprocessing
processing through
through this
this
flow.
flow.
User-Defined:
User-Defined:
Manually
Manually set
set aa hold
hold using
using one
one or
or two
two criteria:
criteria:
Order
Order
Customer
Customer
Site
Site
Item
Item

Chapter 1 - Page 63
Releasing Holds
Releasing
Releasing Holds
Holds
Holds
Holds can
can be
be released
released either
either automatically
automatically or
or
manually.
manually. You
You must
must be
be authorized
authorized to
to remove
remove
the
the hold.
hold.
If
you
If you release
release aa hold
hold source
source or
or the
the established
established
hold
date
is
met,
the
hold
is
automatically
hold date is met, the hold is automatically
removed
removed for
for all
all new
newand
and existing
existing orders,
orders,
returns,
returns, and
and order
order lines.
lines.
Date-specific
Date-specific holds
holds can
can be
be removed
removed manually
manually
prior
to
the
hold-until
date.
prior to the hold-until date.
You
You can
can multiselect
multiselect multiple
multiple orders
orders or
or lines
lines
to
release
the
hold.
to release the hold.

Chapter 1 - Page 64
Changes
Changes
Changes
You
You can
can change
change fields
fields on
on an
an order
order based
based on
on the
the
Processing
Processing Constraints
Constraints setup.
setup.
These
These constraints
constraints can
can be
be applied
applied to
to
aa responsibility.
responsibility.
You
You can
can do
do mass
mass changes
changes from
from the
the Order
Order
Organizer
Organizer for
for orders,
orders, returns,
returns, and
and lines.
lines.
Pricing
Pricing changes
changes recall
recall the
the Pricing
Pricing Engine.
Engine.
You
You can
can also
also change
change your
your notes
notes written
written in
in
the
Attachment.
the Attachment.

Chapter 1 - Page 65
Cancellations
Cancellations
Cancellations
You
You can
can set
set up
up constraints
constraints to
to control
control when
when
cancellations
cancellations are
are allowed
allowed
Cancellations
Cancellations can
can occur
occur after
after pick
pick release
release
You
You can
can cancel
cancel orders,
orders, returns,
returns, or
or lines
lines
Cancel
Cancel either
either manually
manually or
or by
by EDI
EDI and
and Order
Order Import
Import
You
You can
can do
do mass
mass cancellations
cancellations from
from the
the
Order
Organizer
Order Organizer

Chapter 1 - Page 66
Order Copy
Order
Order Copy
Copy
Copy
Copy directly
directly from
fromSales
Sales Order
Order form
form
No
No more
more separate
separate Copy
Copy Order
Order form
form
Copy
Copy selected
selected lines
lines only
only or
or copy
copy multiple
multiple orders
orders
Append
Append lines
lines to
to existing
existing order
order
Keep
Keep prices
prices the
the same
same as
as on
on copied
copied lines
lines or
or reprice
reprice
at
at todays
todays prices
prices

Chapter 1 - Page 67
Mass Change
Mass
Mass Change
Change
Using
Using the
the Mass
Mass Change
Change function,
function, you
you can:
can:
Change
Change order
order attributes
attributes at
at the
the order
order or
or line
line level
level
Cancel
Cancel or
or copy
copy aa set
set of
of orders
orders or
or lines
lines
Assign
Assign sales
sales credits
credits or
or discounts
discounts at
at the
the order
order
or
or line
line level
level
Apply
Apply or
or release
release an
an order
order or
or aa return
return hold
hold

Chapter 1 - Page 68
Review Question
Review
Review Question
Question
The
The three
three ways
ways to
to stop
stop an
an order
order are:
are:
1.
1. Holds,
Holds, cancels,
cancels, and
and purges
purges
2.
2. Approvals,
Approvals, cancels,
cancels, and
and cycle
cycle actions
actions
3.
3. With
With Workflow,
Workflow, holds,
holds, and
and cancels
cancels

Chapter 1 - Page 69
Review Question
Review
Review Question
Question
The
The three
three ways
ways to
to stop
stop an
an order
order are:
are:
1.
1. Holds,
Holds, cancels,
cancels, and
and purges
purges
2.
2. Approvals,
Approvals, cancels,
cancels, and
and cycle
cycle actions
actions
3.
3. With
With Workflow,
Workflow, holds,
holds, and
and cancels
cancels

Chapter 1 - Page 70
Agenda
Agenda
Agenda
Order
Order to
to Invoice
Invoice Process
Process
Managing
Managing customers
customers
Entering
Entering and
and importing
importing orders
orders and
and returns
returns
Configuring
Configuring orders
orders (CTO,
(CTO, ATO,
ATO, and
and PTO)
PTO)
Managing
Managing orders
orders
Managing
Managing quotes
quotes
Setting
Setting up
up and
and implementation
implementation

Chapter 1 - Page 71
Create Quotes in Oracle Order Capture

Create
Create Quotes
Quotes in
in Oracle
Oracle Order
Order Capture
Capture
Oracle
Oracle Order
Order Capture:
Capture:
Serves
Serves as
as the
the single
single repository
repository of
of quotes
quotes for
for all
all
Customer
Relationship
Management
applications
Customer Relationship Management applications
Creates
Creates quotes
quotes from
from opportunity
opportunity information
information or
or
contracts
contracts entered
entered into
into Order
Order Capture
Capture
Enables
Enables quote
quote versions
versions
Tracks
Tracks quote
quote history
history

Chapter 1 - Page 72
Order Capture Integration

Order
Order Capture
Capture Integration
Integration
Oracle
Marketing
Oracle
Inventory
Oracle
Configurator
Oracle
Customer
Master
Oracle
Scripting
Oracle CRM
Applications
Business
Intelligence
(BIS)
Oracle
iPayment
Order
Capture
Oracle
Sales
Compensation
Electronic
Payment
System
Oracle
Receivables
Oracle
Pricing
Order
Management
Oracle
Installed Base
Oracle
Shipping

Chapter 1 - Page 73
Manage Quotes
Manage
Manage Quotes
Quotes
Order
Order Capture:
Capture:
Creates
Creates quotes
quotes using
using the
the same
same customer
customer master,
master,
configurator,
and
item
master
as
other
configurator, and item master as other
Oracle
Oracle applications
applications
Derives
Derives prices
prices and
and calculates
calculates discounts
discounts using
using the
the
Oracle
Oracle Pricing
Pricing Engine
Engine
Can
Can convert
convert quotes
quotes into
into orders
orders and
and pass
pass to
to Oracle
Oracle
Order
Order Management
Management for
for processing
processing

Chapter 1 - Page 74
Agenda
Agenda
Agenda
Order
Order to
to Invoice
Invoice Process
Process
Managing
Managing customers
customers
Entering
Entering and
and importing
importing orders
orders and
and returns
returns
Configuring
Configuring orders
orders (CTO,
(CTO, ATO,
ATO, and
and PTO)
PTO)
Managing
Managing orders
orders
Managing
Managing quotes
quotes
Setting
Setting up
up and
and implementation
implementation

Chapter 1 - Page 75
Setup and Implementation

Setup
Setup and
and Implementation
Implementation
Before
Before you
you use
use Oracle
Oracle Order
Order Management,
Management, you
you
must
must define
define business
business policies,
policies, various
various
features,
features, and
and defaults.
defaults.
This
allows
you
This allows you to
to tailor
tailor the
the application
application to
to
meet
your
requirements
without
meet your requirements without actually
actually doing
doing
any
any programming.
programming.

Chapter 1 - Page 76

Setup
Setup and
and Implementation
Implementation
You
You can
can do
do this
this by
by using:
using:
Profile
Profile Options
Options
Workflow
Workflow
Processing
Constraints
QuickCodes
QuickCodes
Transaction
Transaction Types
Types
Attribute
Attribute Controls
Controls
Defaulting
Defaulting Rules
Rules
Item
Item Categories
Categories

Chapter 1 - Page 77

Setup
Setup and
and Implementation
Implementation
You
You will
will also
also need
need to
to set
set up:
up:
Inventory
Inventory items
items and
and item
item relationships
relationships
Bills
Bills of
of Material
Material for
for ATO
ATOand
and PTO
PTO items
items
Customer
Customer items
items
Catalog
Catalog groups
groups
Tax
Tax information
information
Price
Price lists
lists and
and pricing
pricing modifiers,
modifiers, qualifiers,
qualifiers,
and
and formulas
formulas
Credit
Credit check
check processes
processes
Any
Any other
other options
options you
you require
require

Chapter 1 - Page 78

Setup
Setup and
and Implementation
Implementation
If
If you
you are
are purchasing
purchasing other
other integrating
integrating Oracle
Oracle
applications,
applications, these
these need
need to
to be
be set
set up
up as
as well.
well.

Chapter 1 - Page 79
Oracle Implementation Wizard

Oracle
Oracle Implementation
Implementation Wizard
Wizard
The
The Oracle
Wizard is
is aa product
product
which
which can
can help
help you
you implement
implement Oracle
Oracle applications
applications
and
and coordinate
coordinate the
the setup
setup activities.
activities.
It
guides
you
through
the
setup
It guides you through the setup steps,
steps, suggesting
suggesting
aa logical
sequence
that
satisfies
logical sequence that satisfies cross-product
cross-product
implementation
implementation dependencies
dependencies and
and reduces
reduces the
the
number
number of
of steps
steps required.
required.
It
It allows
allows you
you to
to assign
assign tasks
tasks to
to an
an individual
individual and
and
track
the
status.
track the status.
You
You can
can generate
generate reports
reports regarding
regarding those
those
assignments
and
their
time
assignments and their time lines.
lines.

Chapter 1 - Page 80
Reports
Reports
Reports
There
There are
are many
many standard
standard reports
reports available
available in
in
Oracle
Oracle Order
Order Management.
Management.
You
You can
can use
use these
these reports
reports to
to help
help you
you manage
manage
your
business
requirements.
your business requirements.
There
There are
are several
several categories
categories of
of reports
reports useful
useful in
in
managing
managing the
the order
order process.
process.
Setup
Setup related
related
Order
Order related
related
Credit
Credit order
order related
related
Exception
Exception
Administrative
Administrative

Chapter 1 - Page 81
Review Question
Review
Review Question
Question
You
You can
can use
use the
the following
following to
to guide
guide your
your setup
setup and
and
implementation:
implementation:
1.
1. Oracle
Oracle Workflow
Workflow Builder
Builder
2.
2. Oracle
Wizard
3.
3. Oracle
Implementation Setup
Setup Tutor
Tutor

Chapter 1 - Page 82
Review Question
Review
Review Question
Question
You
You can
can use
use the
the following
following to
to guide
guide your
your setup
setup and
and
implementation:
implementation:
1.
1. Oracle
Oracle Workflow
Workflow Builder
Builder
2.
2. Oracle
Wizard
3.
3. Oracle
Implementation Setup
Setup Tutor
Tutor

Chapter 1 - Page 83
Summary
Summary
Summary
In
In this
this module,
module, you
you should
should have
have learned
learned how
how to
to define
define
the
the order
order management
management process
process by:
by:
Entering
Entering customer
information
Entering
Entering and
and importing
importing orders
orders and
and returns
returns
Using
Using the
the Oracle
Oracle Configuration
Configuration function
function
Managing
Managing orders
orders
Managing
Managing quotes
quotes
Performing
Performing the
the setup
setup and
and implementation
implementation for
for
the
the order
order management
management processing
processing requirements
requirements

Chapter 1 - Page 84
Manage Customers
Chapter 2
Manage Customers
Chapter 2 - Page 1
Manage Customers
Manage
Manage Customers
Customers
Oracle
Oracle Order
Order Management
Management Release
Release 11i
11i
Manage Customers
Chapter 2 - Page 2
Agenda
Agenda
Agenda
Objectives
Objectives
Customer
Customer Model
Model and
and Features
Features
Profile
Profile Classes
Classes
Entering
Entering Customer
Customer Information
Information
Customer
Customer Relationships
Relationships
Merging
Merging Customers
Customers
Reviewing
Reviewing Information
Information
Summary
Summary
Manage Customers
Chapter 2 - Page 3
Agenda
Agenda
Agenda
Objectives
Objectives
Customer
Customer Model
Model and
and Features
Features
Profile
Profile Classes
Classes
Entering
Entering Customer
Information
Customer
Relationships
Merging
Merging Customers
Customers
Reviewing
Information
Summary
Summary
Manage Customers
Chapter 2 - Page 4
Objectives
Objectives
Objectives
After
After completing
completing this
this course,
course, you
you should
should be
be able
able to
to
do
do the
the following:
following:
Define
Define the
the features
features enabling
enabling you
you to
to enter
enter and
and
maintain
customer
information
maintain customer information
Create
Create customer
customer profile
profile classes
classes and
and assign
assign them
them
to
to customers
customers
Create
Create and
and maintain
maintain customer
information
Enable
Enable related
related customers
customers to
to establish
reciprocal
payment
and
contract
terms
Merge
Merge customers
customers and
and eliminate
eliminate any
any duplicate
duplicate
customer
information
Define
Define how
how to
to view
viewcustomer
information
Manage Customers
Chapter 2 - Page 5
Agenda
Agenda
Agenda
Objectives
Objectives
Customer
Customer Model
Model and
and Features
Features
Profile
Profile Classes
Classes
Entering
Entering Customer
Information
Customer
Relationships
Merging
Merging Customers
Customers
Reviewing
Information
Summary
Summary
Manage Customers
Chapter 2 - Page 6
Using Oracle Applications Help

Using
Using Oracle Applications
Applications Help
Help
1.
1. Navigate
Navigate to
to the
the Oracle
Oracle Applications
Applications Navigator.
Navigator.
2.
2. Select
Select Help>Window
Help>Window Help
Help from
from the
the menu
menu bar.
bar.
The
Oracle
Applications
Help
window
is
displayed.
The Oracle Applications Help window is displayed.
3.
3. Enter
Enter your
your search
search criteria,
criteria, enclosed
enclosed within
within
quotation
quotation marks,
marks, in
in the
the Help
Help field
field and
and click
click Find.
Find.
Oracle
Oracle Applications
Applications Help
Help displays
displays aa list
list of
of topics
topics
that
that meet
meet your
your search
search criteria.
criteria.
4.
4. Click
Click aa topic
topic to
to view
view detailed
detailed information.
information.
Note:
Note: Click
Click Search
Search Instructions
Instructions for
for help
help with
with
searching
searching Oracle
Oracle Applications
Applications Help.
Help.
Manage Customers
Chapter 2 - Page 7
Using Oracle Applications Help Within a Window

Using
Using Oracle
Oracle Applications
Applications Help
Help Within
Within aa
Window
Window
1.
1. Open
Open aa window
windowin
in the
the application
application you
you are
are using.
using.
2.
2. Select
Select Help>Window
Help>Window Help
Help from
from the
the menu
menu bar.
bar.
Oracle
Applications
Help
displays
detailed
Oracle Applications Help displays detailed
information
information about
about the
the window
windowyou
you opened,
opened,
including
step-by-step
instructions
including step-by-step instructions for
for entering
entering
information
information in
in each
each field
field in
in the
the window.
window.
Manage Customers
Chapter 2 - Page 8
Managing Customers
Managing
Managing Customers
Customers
Create customer
profile classes
Enter customer
information
Assign
customers to
profile classes
Review customer
information
Eliminate duplicate
information
Create customer
relationships
Manage Customers
Chapter 2 - Page 9
What is the New Customer Model?

What
What is
is the
the New
New Customer
Customer Model?
Model?
Receivables
AR
Customer
Master
Customer
Form
Order Entry
customer
interface
Projects
customer
merge
Customer Model Tables

(store Customers, Addresses, Bank Accounts, etc.)
Manage Customers
Chapter 2 - Page 10
New Customer Model Components

New
New Customer
Customer Model
Model Components
Components
Data
Data model:
model: Tables
Tables and
and attributes
attributes for
for modeling
modeling
customers,
organizations,
people,
and
customers, organizations, people, and locations.
locations.
Backwards-compatible
Backwards-compatible views:
views: Other
Other Oracle
Oracle
Applications
Applications see
see the
the new
new customer
customer model
model as
as an
an
Oracle
Oracle Applications
Applications Release
Release 11
11 data
data model.
model.
PL/SQL
PL/SQL APIs:
APIs: Allows
Allows developers
developers to
to use
use common
common
business
logic
to
update
the
customer
business logic to update the customer master.
master.
Customer
Customer form,
form, open
open interface,
interface, and
and merge
merge
function
function work
work with
with the
the new
new customer
customer model.
model.
Manage Customers
Chapter 2 - Page 11
New Customer Model Features

New
New Customer
Customer Model
Model Features
Features
Models
Models interinter- and
and intraintra- company
company relationships
relationships
Models
Models non-business
non-business relationships
relationships
Supports
Supports customer
customer defined
defined relationships
relationships
Computer
Service &
Rental
Digital Image
Employer of
(5/5/97-2/1/99)
Employer of
Laura
Manage Customers
Chapter 2 - Page 12
New Customer Model Benefit

New
New Customer
Customer Model
Model Benefit
Benefit
You
You do
do not
not have
have to
to duplicate
duplicate customer
customer addresses
addresses
across
across operating
operating units:
units:
Create
Create then
then once.
once.
Reference
Reference them
themacross
across all
all operating
operating units.
units.
Manage Customers
Chapter 2 - Page 13
Entities of the New Customer Model

Entities
Entities of
of the
the New
New Customer
Customer Model
Model
Organization
Organization or
or person
person customer:
customer: A
A unique
unique set
set of
of
truths
truths about
about aa person,
person, organization,
organization, group,
group, or
or
relationship.
relationship.
Account:
Account: The
The financial
financial rollup
rollup point
point from
from which
which to
to
track
the
monetary
portion
of
a
customers
track the monetary portion of a customers
purchases
purchases and
and payments.
payments.
Manage Customers
Chapter 2 - Page 14
New Customer Model

New
New Customer
Customer Model
Model
Location
Contact Point
O.C.P
relationship type
O.C.P. site
O.C.P.
Group
External
Organization
Person
O.C.P
relationship
O.C.P. role in
relationship
Customer
relationship
Internal
Organization
Customer
relationship
site
O.C.P. =
Organization or
person customer
Manage Customers
Chapter 2 - Page 15
Organization or Person Customer Registry

Organization
Organization or
or Person
Person Customer
Customer
Registry
Registry
An
An organization
organization or
or person
person customer
customer is
is anything
anything
that
that can
can enter
enter into
into business
business relationships
relationships with
with
another
organization
or
person
customer.
another organization or person customer.
You
You can
can store
store information
information about
about your
your
relationships
in
one
source
relationships in one source of
of truth
truth
representation
representation of
of people
people and
and businesses.
businesses.
Manage Customers
Chapter 2 - Page 16
Customer Addresses
Customer
Customer Addresses
Addresses
Allow
Allow multiple
multiple organization
organization or
or person
person customers
customers
can
can do
do business
business at
at one
one location.
location.
Are
Are global
global (not
(not specific
specific to
to operating
operating units).
units).
Allow
Allow you
you to
to perform
perform address
address validation
validation using
using
Vertex
Vertex or
or TaxWare
TaxWare information.
information.
Have
Have flexible
flexible address
address formatting
formatting with
with seeded
seeded and
and
custom
custom formats.
formats.
Manage Customers
Chapter 2 - Page 17
Organization or Person Customer Relationships

Organization
Organization or
or Person
Person Customer
Customer
Relationships
Relationships
The
The registry
registry stores
stores information
information about
about relationships
relationships
between
between organizations
organizations or
or person
person customers:
customers:
Organizational
Organizational hierarchies
hierarchies
Business
Business relationships,
relationships, for
for example,
example, partnerships
partnerships
Personal
Personal relationships,
relationships, for
for example,
example,
marriage/partnership
marriage/partnership and
and parenthood
parenthood
Organization
Organization contacts
contacts
Manage Customers
Chapter 2 - Page 18
Customer Accounts
Customer
Customer Accounts
Accounts
Customer
Customer accounts
accounts model
model relationships
relationships between
between
an
an organization
organization deploying
deploying Oracle
Oracle Applications
Applications and
and
an
an organization
organization or
or person
person customer
customer stored
stored in
in the
the
new
new customer
customer model
model registry.
registry.
Additional
Additional organizations
organizations or
or person
person customers
customers can
can
play
roles
in
accounts.
The
new
account
model
play roles in accounts. The new account model
retains
retains release
release 11i
11i customer
customer model
model features
features
including:
including:
Credit
Credit profiles
profiles
Terms
Terms of
of relationship
relationship (for
(for example,
example, discount
discount
terms)
terms)
Customer
Customer bank
bank accounts
accounts
Manage Customers
Chapter 2 - Page 19
Customer Accounts Link with Organization or Person

Customer
Customer
Customer Accounts
Accounts Link with
with
Organization
Organization or
or Person
Person Customer
Customer
Big H
Denver, Colorado
Customer Account #A-123
Attributes at organization or person

customer registry level:
Name
Street address
Taxpayer identification
Industrial classifications
DUNS number
Parent/subsidiary relationships
External credit ratings
Customer Account #B-123
Attributes at customer account level:

Payment terms
Shipping preferences
Billing preferences
Internal credit rating
Manage Customers
Chapter 2 - Page 20
Upgrade of AR Customer Modules

Upgrade
Upgrade of
of AR
AR Customer
Customer Modules
Modules
The
The Oracle
Oracle Receivables
Receivables customer
customer form,
form, open
open
interface,
and
merge
have
specific
interface, and merge have specific features
features for:
for:
Establishing
persons
as
customers
Establishing persons as customers
Populating
Populating registry/organization
registry/organization or
or person
person
customer
information
Customer
Tables
Manage Customers
Chapter 2 - Page 21
Specific Features of Customer Management

Specific
Specific Features
Features of
of Customer
Customer
Management
Management
Customer
Customer form:
form: Searches
Searches existing
existing customers
customers and
and
the
the organization
organization or
or person
person customer
customer registry
registry
before
before allowing
allowing you
you to
to enter
enter aa new
newcustomer
customer
Customer
Customer merge
merge
Merges
Merges customer
customer accounts
accounts
Does
Does not
not merge
merge information
information in
in organization
organization or
or
person
person customer
customer registry
registry
Manage Customers
Chapter 2 - Page 22
Specific Features of Customer Management

Specific
Specific Features
Features of
of Customer
Customer
Management
Management
Customer
Customer interface
interface
Loads
Loads customer
customer accounts
accounts along
along with
with
important
organization
or
person
important organization or person customer
customer
information
information
Does
Does not
not load
load organization
organization or
or person
person
customer
information that
that is
is independent
independent of
of
customer
customer accounts
accounts
Manage Customers
Chapter 2 - Page 23
Customer Form Flow

Customer
Customer Form
Form Flow
Flow
The
The Find/Enter
Find/Enter Customers
Customers window
window displays
displays to
to
ensure
ensure that
that you
you search
search existing
existing customers
customers before
before
you
you enter
enter new
new customers
customers
You
can
search
You can search using
using the
the following
following methods:
methods:
Simple:
Simple: Context
Context search
search
Advanced
Advanced (default):
(default): Detailed
Detailed searches
searches
Address:
Address: Address
Address components
components
After
After this
this process,
process, the
the Customers
Customers -- Standard
Standard form
form
displays
displays
Manage Customers
Chapter 2 - Page 24
Integrating Customer Information

Integrating
Integrating Customer
Information
Oracle
Order Management
Customer
Information
Shared
with
Oracle Projects
Oracle
Receivables
Oracle CRM suite
Owned by
Manage Customers
Chapter 2 - Page 25
Review Question
Review
Review Question
Question
You
You do
do not
not have
have to
to duplicate
duplicate customer
customer addresses
addresses
across
operating
units;
you
can
create
them
across operating units; you can create them once
once
and
and different
different operating
operating units
units can
can reference
reference them.
them.
1.
1. True
True
2.
2. False
False
Manage Customers
Chapter 2 - Page 26
Review Question
Review
Review Question
Question
You
You do
do not
not have
have to
to duplicate
duplicate customer
customer addresses
addresses
across
operating
units;
you
can
create
them
across operating units; you can create them once
once
and
and different
different operating
operating units
units can
can reference
reference them.
them.
1.
1. True
True
2.
2. False
False
Manage Customers
Chapter 2 - Page 27
Agenda
Agenda
Agenda
Objectives
Objectives
Customer
Customer Model
Model and
and Features
Features
Profile
Profile Classes
Classes
Entering
Entering Customer
Information
Customer
Relationships
Merging
Merging Customers
Customers
Reviewing
Information
Summary
Summary
Manage Customers
Chapter 2 - Page 28
Profile Classes
Profile
Profile Classes
Classes
You
You can
can use
use profile
profile classes
classes to
to describe
describe and
and group
group
customers
customers with
with similar
similar financial
financial characteristics
characteristics
Use
Use profile
profile classes
classes to
to enter
enter new
new customers
customers
quickly
and
consistently
quickly and consistently
Manage Customers
Chapter 2 - Page 29
Customer Profile Class Characteristics

Customer
Customer Profile
Profile Class
Class Characteristics
Characteristics
Credit/collections
Invoices and
Statements
Credit check
Collector
Payment
application
Dunning letters
Finance charges
Invoice line
and tax printing
Statement cycle
Consolidated
invoices
Payment
promptness
Payment terms
Discounts
Grace days
Manage Customers
Chapter 2 - Page 30
Managing Customer Profiles

Managing
Managing Customer
Customer Profiles
Profiles
When
When you
you establish
establish aa customer,
customer, the
the customer
customer
processing
processing function
function assigns
assigns it
it to
to the
the default
default
(seeded)
customer
profile
class.
(seeded) customer profile class.
If
If you
you want
want to
to assign
assign the
the customer
customer to
to aa different
different
profile
class,
select
it
from
the
list
of
profile class, select it from the list of values
values before
before
you
you save
save your
your work.
work.
(N) Setup > Customers > Profile Classes

(Help) (N) Oracle Receivables > Customers > Defining Customer
Profile Classes
Manage Customers
Chapter 2 - Page 31
Review Question
Review
Review Question
Question
You
You create
create profile
profile classes
classes by
by assigning
assigning default
default
attribute
attribute values
values to
to similar
similar customers
customers based
based on:
on:
1.
1. Credit
Credit and
and payment
payment terms
terms
2.
2. Statement
Statement and
and invoice
invoice printing
printing
3.
3. Collector
Collector and
and dunning
dunning letter
letter sets
sets
4.
4. Finance
Finance charge
charge terms
terms
5.
5. All
All of
of the
the above
above
6.
6. None
None of
of the
the above
above
Manage Customers
Chapter 2 - Page 32
Review Question
Review
Review Question
Question
You
You create
create profile
profile classes
classes by
by assigning
assigning default
default
attribute
attribute values
values to
to similar
similar customers
customers based
based on:
on:
1.
1. Credit
Credit and
and payment
payment terms
terms
2.
2. Statement
Statement and
and invoice
invoice printing
printing
3.
3. Collector
Collector and
and dunning
dunning letter
letter sets
sets
4.
4. Finance
Finance charge
charge terms
terms
5.
5. All
All of
of the
the above
above
6.
6. None
None of
of the
the above
above
Manage Customers
Chapter 2 - Page 33
Agenda
Agenda
Agenda
Objectives
Objectives
Customer
Customer Model
Model and
and Features
Features
Profile
Profile Classes
Classes
Entering
Entering Customer
Information
Customer
Relationships
Merging
Merging Customers
Customers
Review
Review Information
Information
Summary
Summary
Manage Customers
Chapter 2 - Page 34
Enter Customer Information

Enter
Enter Customer
Information
You
You can
can use
use all
all of
of the
the following
following methods
methods to
to enter
enter
customer
customer information,
information, for
for example,
example, addresses,
addresses,
phone
phone numbers,
numbers, contact
contact names,
names, and
and business
business
purpose:
purpose:
Standard
Standard
Quick
Quick
Interface
Interface
Manage Customers
Chapter 2 - Page 35
Customer Entry Methods

Customer
Customer Entry
Entry Methods
Methods
Enter complete
details
Enter limited
information
Import from
other systems
Standard
customer entry
Quick customer
entry
Customer
interface
Manage Customers
Chapter 2 - Page 36
Business Issues
Business
Business Issues
Issues
Before
Before entering
entering customer
customer information,
information, consider
consider the
the
following:
following:
Naming
Naming conventions
conventions
Entry
Entry method
method
Automatic
Automatic or
or manual
manual numbering
numbering
Profile
Profile classes
classes
Centralized
Centralized or
or decentralized
decentralized address
address structures
structures
Manage Customers
Chapter 2 - Page 37
Business Issues
Business
Business Issues
Issues
Classifications
Classifications and
and grouping
grouping for
for pricing
pricing
functionality
and
for
reports,
for
example:
functionality and for reports, for example:
Customer
Customer class
class
Customer
Customer type
type
Sales
Sales channel
channel
Category
Category
SIC
SIC
Manage Customers
Chapter 2 - Page 38
Using Standard and Quick Customer Entry

Using
Using Standard
Standard and
and Quick
Quick Customer
Customer
Entry
Entry
Customer
Telephone
numbers
Classification
Profile
class
Contacts
Addresses
Payment
method
Bank
accounts
Marketing
Relationships
Business
purpose
(N) Customers > Standard

(N) Customers > Quick
(Help) (N) Oracle Receivables > Customers > Entering Customers
Manage Customers
Chapter 2 - Page 39
Using Standard and Quick Customer Entry

Using
Using Standard
Standard and
and Quick
Quick Customer
Customer
Entry
Entry
Customer
Addresses
Telephone Bank Payment

numbers accounts method
Business
purpose
Contacts Profile Characteristics

class
Order Management
information
Details
Accounting
Manage Customers
Chapter 2 - Page 40
Setting Customer Tax Attributes

Setting
Setting Customer
Customer Tax
Tax Attributes
Attributes
Standard:
Standard: The
The taxing
taxing function
function refers
refers to
to the
the tax
tax
tables
tables to
to determine
determine ifif the
the customer
customer requires
requires tax
tax
addition.
If
so,
it
selects
the
appropriate
taxing
addition. If so, it selects the appropriate taxing
method.
method.
Exempt:
Exempt: No
No tax
tax addition;
addition; you
you enter
enter the
the tax
tax
exemption
exemption number
number and
and reason
reason
Required:
Required: The
The taxing
taxing function
function always
always uses
uses tax
tax
addition
addition
Manage Customers
Chapter 2 - Page 41
Business Purposes
Business
Business Purposes
Purposes
Each
Each addresses
addresses can
can have
have multiple
multiple business
business purposes.
purposes.
Ship To site
Ship To site
Bill To site
Bill to site
Marketing
Statements
Dunning
Legal
Manage Customers
Chapter 2 - Page 42
Order Management Customer Information

Order
Order Management
Management Customer
Information
You
You can
can store
store order
order management
management information
information in
in
both
both the
the customer
customer header
header and
and address
address business
business
purpose
purpose levels.
levels.
Use
this
information
Use this information for
for defaulting
defaulting during
during order
order
entry.
entry.
Manage Customers
Chapter 2 - Page 43
Order Management Attributes in Customer Tables

Order
Order Management
Management Attributes
Attributes in
in
Customer
Customer Tables
Tables
Order Defaults
Order Type
Price List /GSA
Item Identifier
Type
Request Date
Type
Put Lines in Sets
Scheduling
Defaults
Earliest Schedule
Limit
Latest Schedule
Limit
Push Group
Schedule Date
Shipping Defaults
Warehouse
Freight Terms
FOB
Ship Method
Over/Undership
Over/
Undership
Preferences
Manage Customers
Chapter 2 - Page 44
Multiple Business Purposes

Multiple
Multiple Business
Business Purposes
Purposes
Consider
Consider the
the following
following issues
issues before
before you
you set
set up
up
multiple
multiple business
business purposes:
purposes:
You
You must
must enter
enter addresses
addresses during
during sales
sales order
order
entry.
According
to
Oracle
Receivables
entry. According to Oracle Receivables processing
processing
rules,
rules, you
you can
can designate
designate only
only one
one site
site as
as the
the
primary
primary site
site for
for each
each business
business use.
use.
The
The primary
primary site
site is
is the
the default
default site
site for
for order
order entry
entry
and
and you
you can
can select
select aa secondary
secondary site
site from
from the
the list
list
of
values.
of values.
Manage Customers
Chapter 2 - Page 45
Multiple Sites and Business Purposes: Centralized

Example
Multiple
Multiple Sites
Sites and
and Business
Business Purposes:
Purposes:
Centralized
Centralized Example
Example
ABC,
ABC, Inc.
Inc. is
is completely
completely centralized,
centralized, and
and its
its
headquarters
headquarters handles
handles all
all payment
payment procedures.
procedures.
New York
Headquarters
Bill To
Statements
Dunning
Paris
Ship To
Washington D.C.
Ship To
Chicago
Ship To
Manage Customers
Chapter 2 - Page 46
Multiple Sites and Business Purposes: Decentralized

Example
Multiple
Multiple Sites
Sites and
and Business
Business Purposes:
Purposes:
Decentralized
Decentralized Example
Example
XYZ,
XYZ, Inc.
Inc. is
is completely
completely decentralized,
decentralized, and
and each
each site
site
handles
handles its
its own
own payment
payment procedures.
procedures.
New York
Headquarters
Ship to
Bill to
Statements
Dunning
Paris
Ship To
Bill To
Statements
Dunning
Washington D.C.
Ship To
Bill To
Statements
Dunning
Chicago
Ship To
Bill To
Statements
Dunning
Manage Customers
Chapter 2 - Page 47
Over and Under Shipments

Over
Over and
and Under
Under Shipments
Shipments
You
You can
can set
set up
up over
over and
and under
under shipment
shipment
tolerances
tolerances for
for customers,
customers, addresses,
addresses, customer
customer
sites,
and
items.
sites, and items.
You
You can
can set
set up
up options
options regarding
regarding what
what to
to invoice
invoice
such
as:
such as:
Items
Items shipped
shipped
Items
Items ordered
ordered
Amounts
Amounts up
up to
to the
the over-shipment
over-shipment tolerance
tolerance
Specific
Specific users
users who
who can
can override
override the
the shipment
shipment
tolerances
tolerances
Manage Customers
Chapter 2 - Page 48
Interface Customer Entry

Interface
Interface Customer
Customer Entry
Entry
External
Databases
Temporary
Interface Tables
Oracle Receivables
Customer Tables
Correct errors
with SQL*Plus
Customer Interface
Execution Report
(N) (Oracle Receivables) Interfaces > Customer

(Help) (N) Oracle Receivables > Customers > Customer Interface
Manage Customers
Chapter 2 - Page 49
Review Question
Review
Review Question
Question
Issues
Issues to
to resolve
resolve before
before entering
entering customer
customer
information
information are:
are:
1.
1. Naming
Naming conventions
conventions and
and entry
entry method
method
2.
2. Automatic
Automatic or
or manual
manual numbering
numbering
3.
3. Profile
Profile classes
classes
4.
4. All
All of
of the
the above
above
5.
5. None
None of
of the
the above
above
Manage Customers
Chapter 2 - Page 50
Review Question
Review
Review Question
Question
Issues
Issues to
to resolve
resolve before
before entering
entering customer
customer
information
information are:
are:
1.
1. Naming
Naming conventions
conventions and
and entry
entry method
method
2.
2. Automatic
Automatic or
or manual
manual numbering
numbering
3.
3. Profile
Profile classes
classes
4.
4. All
All of
of the
the above
above
5.
5. None
None of
of the
the above
above
Manage Customers
Chapter 2 - Page 51
Agenda
Agenda
Agenda
Objectives
Objectives
Customer
Customer Model
Model and
and Features
Features
Profile
Profile Classes
Classes
Entering
Entering Customer
Information
Customer
Relationships
Merging
Merging Customers
Customers
Reviewing
Information
Summary
Summary
Manage Customers
Chapter 2 - Page 52
Customer
Relationships
Create
Create customer
customer relationships
relationships to
to control:
control:
Payment
Payment of
of unrelated
unrelated invoices
invoices
Sharing
Sharing of
of pricing
pricing entitlements
entitlements
Consolidation
Consolidation of
of business
business addresses
addresses
Manage Customers
Chapter 2 - Page 53
Customer
Relationships
Link
Link one
one customer
customer to
to another.
another.
Enforce
Enforce invoicing
invoicing and
and receipt-application
receipt-application controls.
controls.
Can
Can only
only exist
exist between
between two
two customers.
customers.
Are
Are not
not transitive:
transitive: IfIf A
A is
is related
related to
to B
B and
and B
B is
is
related
related to
to C,
C, A
A and
and C
C are
are not
not related.
related.
Can
Can be
be reciprocal
reciprocal or
or nonreciprocal.
nonreciprocal.
Allow
Allow you
you to
to select
select aa related
related customers
customers ship-to
ship-to
address
address during
during order
order entry.
entry.
(N) Customers > Quick or Standard > (T) Relationships

(Help) (N) Oracle Receivables > Customers > Creating Customer
Relationships
Manage Customers
Chapter 2 - Page 54
Customer Relationship Examples

Customer
Customer Relationship
Relationship Examples
Examples
Primary
Related
Reciprocal
Reciprocal
Related
Primary
Nonreciprocal
Primary
(parent)
Related
Manage Customers
Chapter 2 - Page 55
(child)
Review Question
Review
Review Question
Question
Why
Why do
do you
you create
create customer
customer relationships?
relationships?
1.
1. To
To keep
keep like
like customers
customers together
together
2.
2. To
To classify
classify customers
customers by
by SIC
SIC code
code
3.
3. To
To control
control payments
payments and
and share
share addresses
addresses
Manage Customers
Chapter 2 - Page 56
Review Question
Review
Review Question
Question
Why
Why do
do you
you create
create customer
customer relationships?
relationships?
1.
1. To
To keep
keep like
like customers
customers together
together
2.
2. To
To classify
classify customers
customers by
by SIC
SIC code
code
3.
3. To
To control
control payments
payments and
and share
share addresses
addresses
Manage Customers
Chapter 2 - Page 57
Agenda
Agenda
Agenda
Objectives
Objectives
Customer
Customer Model
Model and
and Features
Features
Profile
Profile Classes
Classes
Entering
Entering Customer
Information
Customer
Relationships
Merging
Merging Customers
Customers
Reviewing
Information
Summary
Summary
Manage Customers
Chapter 2 - Page 58
Merge Customers
Merge
Merge Customers
Customers
Merge
Merge customers
customers to:
to:
Eliminate
Eliminate incorrect
incorrect data
data and
and duplicate
duplicate information
information
Consolidate
Consolidate account
account site
site data
data
Reflect
Reflect customer
customer account
account changes
changes due
due to
to
business
business consolidation
consolidation
Manage Customers
Chapter 2 - Page 59
Merge Overview
Merge
Merge Overview
Overview
Merging
Merging customer
information combines
combines all
all
information
information for
for two
two customer
customer accounts
accounts or
or account
account
sites,
striped
by
operating
unit.
sites, striped by operating unit.
You
You can
can delete
delete or
or inactivate
inactivate the
the merge-from
merge-from
customer
account
and
account
customer account and account sites
sites uses.
uses.
Before
Before merging
merging customers,
customers, consider
consider archiving
archiving the
the
historical
historical data
data for
for the
the absorbed
absorbed customer
customer account
account
or
or account
account site.
site.
Manage Customers
Chapter 2 - Page 60
Merging Incorrect Data

Merging
Merging Incorrect
Incorrect Data
Data
Invoice 201
Invoice 523
White Place
White Corp
White Place, Invoices 201 and 523
Manage Customers
Chapter 2 - Page 61
Merging Site Data

Merging
Merging Site
Site Data
Data
Invoice 234
Invoice 951
Milan
Rome
Rome, Invoices 234 and 951
Manage Customers
Chapter 2 - Page 62
Merging Customer Data

Merging
Merging Customer
Customer Data
Data
Invoice 753
Invoice 654
Blanc SA
White Corp
Blanc SA, Invoices 753 and 654
Manage Customers
Chapter 2 - Page 63
Merging Other Application Transactions

Merging
Merging Other
Other Application
Application Transactions
Transactions
The
The merge
merge process
process affects
affects customer
information in
in
the
the following
following Oracle
Oracle Applications:
Applications:
Order
Order Management
Management
Receivables
Receivables
Inventory
Inventory
Project
Project Accounting
Accounting
Customer
Customer Relationship
Relationship Management
Management suite,
suite, for
for
example,
example, Order
Order Capture
Capture and
and Service
Service
Manage Customers
Chapter 2 - Page 64
Controlling the Merge Process

Controlling
Controlling the
the Merge
Merge Process
Process
1.
1. Navigate
Navigate to
to the
the Merge
Merge Customers
Customers window.
window.
2.
2. You
You can
can save
save your
your selection
selection without
without performing
performing
the
merge.
the merge.
3.
3. If
If you
you click
click Merge,
Merge, you
you submit
submit the
the Customer
Customer Merge
Merge
concurrent
concurrent process
process and
and receive
receive aa request
request ID.
ID. The
The
merge
merge process
process is
is irreversible
irreversible after
after you
you click
click
Merge.
Merge.
(N) Customers > Merge

(Help) (N) Oracle Receivables > Customers > Merging Customers
Manage Customers
Chapter 2 - Page 65
Review Question
Review
Review Question
Question
You
You can
can delete
delete or
or inactivate
inactivate an
an old
old customer
customer after
after
merging
and
the
old
customers
transactions
merging and the old customers transactions point
point to
to
the
the new
new customer.
customer.
1.
1. True
True
2.
2. False
False
Manage Customers
Chapter 2 - Page 66
Review Question
Review
Review Question
Question
You
You can
can delete
delete or
or inactivate
inactivate an
an old
old customer
customer after
after
merging
and
the
old
customers
transactions
merging and the old customers transactions point
point to
to
the
the new
new customer.
customer.
1.
1. True
True
2.
2. False
False
Manage Customers
Chapter 2 - Page 67
Agenda
Agenda
Agenda
Objectives
Objectives
Customer
Customer Model
Model and
and Features
Features
Profile
Profile Classes
Classes
Entering
Entering Customer
Information
Customer
Relationships
Merging
Merging Customers
Customers
Reviewing
Information
Summary
Summary
Manage Customers
Chapter 2 - Page 68
Reviewing Customer Information

Reviewing
Reviewing Customer
Information
With
With Oracle
Oracle Order
Order Management,
Management, you
you can:
can:
Review
Review customer
customer data
data online
online
Search
Search for
for specific
specific customer
information
Query
Query summary
summary or
or detail
detail levels
levels of
of information
information
With
With Oracle
Oracle Receivables,
Receivables, you
you can
can Generate
Generate reports
reports
using
using the
the standard
standard report
report submission
submission window
window (le
(le
With
With the
the CRM
CRM suite,
suite, you
you can
can extend
extend your
your view
viewof
of
customer
information with
with customer
customer intelligence
intelligence
reports
reports and
and forms
forms
Manage Customers
Chapter 2 - Page 69
Common Search Scenarios

Common
Common Search
Search Scenarios
Scenarios
To.
Then...
Find all customers assigned
Search by profile class
to a profile class
Review detailed information
Search by using customer name
about customer
or number, or address information
View all customers belonging
Query using the SIC code
to an SIC code
Manage Customers
Chapter 2 - Page 70
Agenda
Agenda
Agenda
Objectives
Objectives
Customer
Customer Model
Model and
and Features
Features
Profile
Profile Classes
Classes
Entering
Entering Customer
Information
Customer
Relationships
Merging
Merging Customers
Customers
Reviewing
Information
Summary
Summary
Manage Customers
Chapter 2 - Page 71
Summary
Summary
Summary
In
In this
this course,
course, you
you should
should have
have learned
learned how
how to:
to:
Define
Define the
the features
features enabling
enabling you
you to
to enter
enter and
and
maintain
customer
information
maintain customer information
Create
Create customer
customer profile
profile classes
classes and
and assign
assign them
them
to
to customers
customers
Create
Create and
and maintain
maintain customer
information
Enable
Enable related
related customers
customers to
to establish
reciprocal
payment
and
contract
terms
Merge
Merge customers
customers and
and eliminate
eliminate any
any duplicate
duplicate
customer
information
Define
Define how
how to
to view
viewcustomer
information
Manage Customers
Chapter 2 - Page 72
Enter Import Orders

Chapter 3
Enter Import Orders

Chapter 3 - Page 1
Enter Import Orders
Enter
Enter Import
Import Orders
Orders
Oracle
Oracle Order
Order Management
Management Release
Release 11i
11i
Enter Import Orders

Chapter 3 - Page 2
Agenda
Agenda
Agenda
Overview
Overview
Entering
Entering orders:
orders: Header
Header information
information
Entering
Entering orders:
orders: Line
Line information
information
Scheduling
Scheduling and
and shipping
shipping orders
orders
Copying
Copying orders
orders
Importing
Importing orders
orders
Processing
Processing drop
drop ship
ship orders,
orders, internal
internal orders,
orders, and
and
quotes
quotes
Conclusion
Conclusion
1-2
12
Enter Import Orders

Chapter 3 - Page 3
Agenda
Agenda
Agenda
Overview
Overview
Entering
Entering orders:
orders: Header
Header information
information
Entering
Entering orders:
orders: Line
Line information
information
Scheduling
Scheduling and
and shipping
shipping orders
orders
Copying
Copying orders
orders
Importing
Importing orders
orders
Processing
Processing drop
drop ship
ship orders,
orders, internal
internal orders,
orders, and
and
quotes
quotes
Conclusion
Conclusion
1-3
13
Enter Import Orders

Chapter 3 - Page 4
Objectives
Objectives
Objectives
After
After this
this course,
course, you
you should
should be
be able
able to
to
do
do the
the following:
following:
Enter
Enter sales
sales order
order header
header information
information
Enter
Enter sales
sales order
order line
line information
information
Schedule
Schedule and
and book
book aa sales
sales order
order
Copy
Copy an
an order
order
Describe
Describe order
order import
import
Enter
Enter drop
drop ship
ship and
and internal
internal orders
orders
1-4
14
Enter Import Orders

Chapter 3 - Page 5

Using
Applications Help
Help
1.
1. Navigate
Navigate to
to the
the Oracle
Oracle Applications
Navigator.
2.
2. Help>Window
Help>Window Help
Help from
from the
the menu
menu bar.
bar. The
The
Oracle
Applications
Help
window
is
displayed.
Oracle Applications Help window is displayed.
3.
3. Enter
Enter your
your search
search criteria,
criteria, enclosed
enclosed within
within
quotation
quotation marks,
marks, in
in the
the Help
Help field
field and
and click
click Find.
Find.
Oracle
Oracle Applications
Applications Help
Help displays
displays aa list
list of
of topics
topics
that
that meet
meet your
your search
search criteria.
criteria.
4.
4. Click
Click aa topic
topic to
to view
view detailed
information.
Note:
Note: Click
Click Search
Search Instructions
Instructions for
for help
help with
with
searching
searching Oracle
Oracle Applications
Applications Help.
Help.
1-5
15
Enter Import Orders

Chapter 3 - Page 6

Using
Using Oracle
Oracle Applications
Applications Help
Help Within
Within aa
Window
Window
1.
1. Open
Open aa window
windowin
in the
the application
application you
you are
are using.
using.
2.
2. Select
Select Help>Window
Help>Window Help
Help from
from the
the menu
menu bar.
bar.
Oracle
Applications
Help
displays
detailed
information
information about
about the
the window
windowyou
you opened,
opened,
including
step-by-step
instructions
for entering
entering
information
information in
in each
each field
field in
in the
the window.
window.
1-6
16
Enter Import Orders

Chapter 3 - Page 7
Order Creation Methods

Order
Order Creation
Creation Methods
Methods
Enter order
online
Copy an
order
EDI
Import from
other systems
Order
Import
Order
1-7
17
Enter Import Orders

Chapter 3 - Page 8
Defaulting Rules
Defaulting
Defaulting Rules
Rules
Inventory
items
Customer
Price List
Sales Order
1-8
18
Enter Import Orders

Chapter 3 - Page 9
Taxation
Taxation
Taxation
Taxes
Versus
No taxes
Controlled by Oracle Receivables
1-9
19
Enter Import Orders

Chapter 3 - Page 10
Global Tax Engine

Global
Global Tax
Tax Engine
Engine
Using
Using the
the global
global tax
tax engine,
engine, you
you can:
can:
Group
Group multiple
multiple taxes
taxes into
into tax
tax groups
groups
Specify
Specify the
the tax
tax group
group for
for an
an order
order line
line
Generate
Generate tax
tax drop
drop ship
ship orders
orders with
with international
international
cross
cross border
border requirements.
requirements. Track
Track ship
ship from,
from, ship
ship
to,
to, point
point of
of order
order origin
origin (sold
(sold to).
to).
1-10
110
Enter Import Orders

Chapter 3 - Page 11
Multiple Currency
Multiple
Multiple Currency
Currency
General Ledger
Order Management
Accounts
Receivable
Profile Options
Set of Books
Currency
Conversion
Rates
Currency
A
AutoInvoice
Order
Invoicing Interface
AR: Set of Books
Invoice
Currency
A
1-11
111
Enter Import Orders

Chapter 3 - Page 12
Order Currency
Order
Order Currency
Currency
If
If you
you use
use order
order currencies
currencies other
other than
than the
the one
one that
that
you
you set
set in
in your
your set
set of
of books,
books, enter
enter aa conversion
conversion
type
type as
as follows:
follows:
User
User conversion
conversion type:
type: Enter
Enter conversion
conversion rate
rate
and
date.
and date.
Spot
Spot or
or corporate
corporate conversion
conversion type:
type: Enter
Enter
nothing;
nothing; the
the process
process uses
uses the
the spot
spot or
or
corporate
corporate currency
currency conversion
conversion rate
rate for
for the
the
order
date.
order date.
Order
Order and
and invoice
invoice currencies
currencies are
are the
the same.
same.
1-12
112
Enter Import Orders

Chapter 3 - Page 13
Credit Checking
Credit
Credit Checking
Checking
Customer
Booked
Sales
Order
Entered
Sales
Order
Booking
Credit
Customer
Shipping
Check
Hold
1-13
113
Enter Import Orders

Chapter 3 - Page 14
Credit Checking Steps

Credit
Credit Checking
Checking Steps
Steps
Define Payment Rules
Order Type
Profile Class
Define credit check rules at ordering

and shipping
Assign credit check rules
Set credit limit, order credit limit,
and credit check
Maintain Profile
Deselect credit check for customers

from the group
Payment Terms
Credit check
1-14
114
Enter Import Orders

Chapter 3 - Page 15
Review Question
Review
Review Question
Question
To
To enter
enter an
an order,
order, you
you can:
can:
1.
1. Manually
Manually enter
enter itit
2.
2. Copy
Copy itit
3.
3. Import
Import itit
4.
4. All
All of
of the
the above
above
5.
5. None
None of
of the
the above
above
1-15
115
Enter Import Orders

Chapter 3 - Page 16
15
Review Question
Review
Review Question
Question
To
To enter
enter an
an order,
order, you
you can:
can:
1.
1. Manually
Manually enter
enter itit
2.
2. Copy
Copy itit
3.
3. Import
Import itit
4.
4. All
All of
of the
the above
above
5.
5. None
None of
of the
the above
above
1-16
116
Enter Import Orders

Chapter 3 - Page 17
16
Agenda
Agenda
Agenda
Overview
Overview
Entering
Entering orders:
orders: Header
Header information
information
Entering
Entering orders:
orders: Line
Line information
information
Scheduling
Scheduling and
and shipping
shipping orders
orders
Copying
Copying orders
orders
Importing
Importing orders
orders
Processing
Processing drop
drop ship
ship orders,
orders, internal
internal orders,
orders, and
and
quotes
quotes
Conclusion
Conclusion
1-17
117
Enter Import Orders

Chapter 3 - Page 18
Entering Header Information

Entering
Entering Header
Header Information
Information
In
In the
the Sales
Sales Order
Order window,
window, Order
Order Information:
Information: Main
Main
tab,
tab, enter
enter the:
the:
Customer
Customer name
name
Ship-to
Ship-to address
address
Bill-to
Bill-to address
address
Order
Order type
type
Price
Price list
list
Salesperson
Salesperson
Currency
Currency
1-18
118
(N) Orders, Returns > Sales Orders > (T) Order Information > (T) Main
(Help) (N) Oracle Order Management > Orders > Sales Orders >
Defining Sales Order Main and Others Header Information
Enter Import Orders

Chapter 3 - Page 19
Entering Pricing Information

Entering
Entering Pricing
Pricing Information
Information
In
In the
the Sales
Sales Orders
Orders window,
window, Order
Order Information:
Information:
Others
Others tab,
tab, enter
enter the
the ::
Price
Price list
list
Currency
Currency
Payment
Payment terms
terms
Tax
Tax handling
handling
Credit
Credit card
card numbers
numbers
1-19
119
(N) Orders, Returns > Sales Orders > (T) Order Information > (T)
Others
Enter Import Orders

Chapter 3 - Page 20
Processing Credit Cards

Processing
Processing Credit
Credit Cards
Cards
Based
Based on
on payment
payment type
type of
of credit
credit card
card
Integrates
Integrates with
with iPayment
iPayment
Obtains
Obtains authorization
authorization
Capability
Capability to
to mask
mask sensitive
sensitive credit
credit card
card data
data
Payment
Payment capture
capture occurs
occurs in
in Oracle
Oracle Receivables
Receivables
Set
Set credit
credit and
and order
order limits
limits for:
for:
Customer
Customer
Customer
Customer profile
profile class
class
Customer
Customer site
site
1-20
120
Enter Import Orders

Chapter 3 - Page 21
Entering Shipping Information

Entering
Entering Shipping
Shipping Information
Information
In
In the
the Sales
Sales Order
Order window,
window, Order
Order Information:
Information:
Others
Others tab,
tab, enter
enter the:
the:
Shipping
Shipping instructions
instructions
Shipping
Shipping method
method
Freight
Freight terms
terms
Shipment
Shipment priority
priority
Packing
Packing instructions
instructions
1-21
121
(N) Orders, Returns > Sales Orders > (T) Order Information > (T)
Others
Enter Import Orders

Chapter 3 - Page 22
Agenda
Agenda
Agenda
Overview
Overview
Entering
Entering orders:
orders: Header
Header information
information
Entering
Entering orders:
orders: Line
Line information
information
Scheduling
Scheduling and
and shipping
shipping orders
orders
Copying
Copying orders
orders
Importing
Importing orders
orders
Processing
Processing drop
drop ship
ship orders,
orders, internal
internal orders,
orders, and
and
quotes
quotes
Conclusion
Conclusion
1-22
122
Enter Import Orders

Chapter 3 - Page 23
Entering Line Information

Entering
Entering Line
Line Information
Information
In
In the
the Sales
Sales Orders
Orders window,
window, Line
Line Items:
Items: Main
Main tab,
tab,
enter
enter the:
the:
Item
Item
Quantity
Quantity or
or decimal
decimal quantity
quantity
Unit
Unit of
of measure
measure
Tax
Tax code
code
1-23
123
(N) Orders, Returns > Sales Orders > (T) Line Items > (T) Main
Defining Sales Order Line Items Main Information
Alternative Item Entry

If you have cross references in the item master, you can enter a customer item
number or a generic item number (such as UPC) in place of the item number
Enter Import Orders

Chapter 3 - Page 24
Entering Line Pricing

Entering
Entering Line
Line Pricing
Pricing
In
In the
the Sales
Sales Orders
Orders window,
window, Line
Line Items:
Items:
Pricing
tab,
enter
the:
Pricing tab, enter the:
Unit
Unit selling
selling price
price
Extended
Extended price
price
Price
Price list
list name
name
Tax
Tax amount
amount
Payment
Payment terms
terms
Agreement
Agreement information
information
Modify
Modify price
price (optional)
(optional)
1-24
124
(N) Orders, Returns > Sales Orders > (T) Line Items > (T) Pricing
or
(N) Orders, Returns > Sales Orders > (T) Line Items > (T) Pricing > (B)
Action
> Adjustments
Defining Sales Order Line Pricing Information
Enter Import Orders

Chapter 3 - Page 25
Adjusting Line Prices

Adjusting
Adjusting Line
Line Prices
Prices
1.
1. Select
Select Action
Action and
and choose
choose View
View Adjustments.
Adjustments.
2.
2. The
The Adjustments
Adjustments window
window opens;
opens; view
viewmodifiers
modifiers
selected
selected by
by the
the pricing
pricing engine.
engine.
3.
3. If
If you
you want
want to
to override
override an
an overridable
overridable modifier,
modifier,
place
place your
your cursor
cursor on
on it
it and
and click
click Apply.
Apply.
1-25
125
(N) Orders, Returns > Sales Orders > (T) Line Items > (T) Pricing
or
(N) Orders, Returns > Sales Orders > (T) Line Items > (T) Pricing > (B)
Action
> Adjustments
Defining Sales Order Line Pricing Information
Enter Import Orders

Chapter 3 - Page 26
Applying Sales Credits

Applying
Applying Sales
Sales Credits
Credits
From
From the
the Sales
Sales Orders
Orders window,
window, navigate
navigate to
to the
the Sales
Sales
Credits
Credits window
window to
to enter
enter the:
the:
Salespersons
Salespersons
Credit
Credit type
type
Percentage
Percentage
Quota
Quota or
or non-quota
non-quota
1-26
126
(N) Orders, Returns > Sales Orders > (T) Order Information > (T) Main
> (B) Action > Sales Credits
(Help) (N) Oracle Order Management > Orders > Scheduling >
Applying Sales Credits
Enter Import Orders

Chapter 3 - Page 27
Sales Credits
Sales
Sales Credits
Credits
Order Level
Jane Smith
John Davis
Terry Johnson
Sales Credit
Revenue
Revenue
Non-revenue
50%
50%
25%
Total Order Line

James Thompson
Terry Johnson
Sales Credit
Revenue
Non-revenue
100%
25%
Order
1-27
127
Enter Import Orders

Chapter 3 - Page 28
Review Question
Review
Review Question
Question
To
To enter
enter pricing
pricing information,
information, you
you can
can use:
use:
1.
1. The
The Sales
Sales Orders
Orders window
window
2.
2. The
The Adjustments
Adjustments window
window
3.
3. The
The Discount
Discount window
window
4.
4. 11 and
and 22
5.
5. 11 and
and 33
1-28
128
Enter Import Orders

Chapter 3 - Page 29
28
Review Question
Review
Review Question
Question
To
To enter
enter pricing
pricing information,
information, you
you can
can use:
use:
1.
1. The
The Sales
Sales Orders
Orders window
window
2.
2. The
The Adjustments
Adjustments window
window
3.
3. The
The Discount
Discount window
window
4.
4. 11 and
and 22
5.
5. 11 and
and 33
1-29
129
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Chapter 3 - Page 30
29
Review Question
Review
Review Question
Question
Sales
Sales Credit
Credit can:
can:
1.
1. Only
Only go
go to
to one
one salesperson
salesperson
2.
2. Be
Be quota
quota or
or non-quota
non-quota
3.
3. Only
Only add
add up
up to
to 100%
100% for
for quota
quota credit
credit
4.
4. 11 and
and 22
5.
5. 22 and
and 33
1-30
130
Enter Import Orders

Chapter 3 - Page 31
30
Review Question
Review
Review Question
Question
Sales
Sales Credit
Credit can:
can:
1.
1. Only
Only go
go to
to one
one salesperson
salesperson
2.
2. Be
Be quota
quota or
or non-quota
non-quota
3.
3. Only
Only add
add up
up to
to 100%
100% for
for quota
quota credit
credit
4.
4. 11 and
and 22
5.
5. 22 and
and 33
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Chapter 3 - Page 32
31
Agenda
Agenda
Agenda
Overview
Overview
Entering
Entering orders:
orders: Header
Header information
information
Entering
Entering orders:
orders: Line
Line information
information
Scheduling
Scheduling and
and shipping
shipping orders
orders
Copying
Copying orders
orders
Importing
Importing orders
orders
Processing
Processing drop
drop ship
ship orders,
orders, internal
internal orders,
orders, and
and
quotes
quotes
Conclusion
Conclusion
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Chapter 3 - Page 33
Scheduling
Scheduling
Scheduling
Sets
Sets the
the ship
ship and
and arrival
arrival schedule
schedule dates
dates
Sets
Sets the
the ship
ship from
from
Makes
Makes demand
demand visible
visible to
to planning
planning
Calculates
Calculates the
the delivery
delivery lead
lead time
time and
and ship
ship method
method
(if
(if you
you have
have set
set up
up aa shipping
shipping network)
network)
Reserves
Reserves the
the line
line items
items (if
(if the
the due
due date
date is
is within
within
the
reservation
time
fence)
the reservation time fence)
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Chapter 3 - Page 34
Scheduling Options
Scheduling
Scheduling Options
Options
On-Line
On-Line at
at Sales
Sales Order
Order Entry
Entry
AutoScheduling
AutoScheduling
Using
Using Tools
Tools Menu
Menu or
or right
right mouse
mouse click
click to
to
select
select Schedule,
Schedule, Unschedule,
Unschedule, Reserve,
Reserve, or
or
Unreserve
Unreserve
Workflow
WorkflowProcess
Process
Schedule-Line
Schedule-Line
Create
Create Supply-Line
Supply-Line Process
Process
Concurrent
Concurrent Program
Program
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Chapter 3 - Page 35
On-line Scheduling
On-line
On-line Scheduling
Scheduling
In
In the
the Sales
Sales Orders
Orders window:
window: Line
Line Items:
Items: Shipping
Shipping
tab,
tab, enter
enter the
the Warehouse.
Warehouse.
In
In the
the Tools
Tools menu,
menu, select
select Autoschedule
Autoschedule or
or click
click
the
Availability
button.
The
Availability
window
the Availability button. The Availability window
displays.
displays.
Select
Select Available
Available to
to Promise
Promise (ATP)
(ATP) and
and Reserve
Reserve the
the
Amount
Amount
In
In the
the Sales
Sales Order
Order window,
window, Line
Line Items:
Items: Shipping
Shipping
tab,
enter
the
Scheduled
Ship
or
Arrival
tab, enter the Scheduled Ship or Arrival Date
Date
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(N) Orders, Returns > Sales Orders >(T) Line Items > (T) Shipping >
(M)Tools
> Autoschedule > (B) Availability
(Help) (N) Oracle Order Management > Scheduling > AutoScheduling
Sales Orders
Enter Import Orders

Chapter 3 - Page 36
Global ATP
Global
Global ATP
ATP
Chicago,
Chicago, S1
S1
Instance 1
Boston,
Boston, M2
M2
Instance 2
Miami,
Miami, D2
D2
Instance 3
Availability
100
Availability
0
Availability
50
Global
Global ATP
ATPView
View
Boston,
Boston, M2
M2
Order
OrderEntry
Entry
Customer
CustomerOrder
Order
Qty:
Qty:125
125
Available with
Oracle Advanced
Planning and
Scheduling
Result
Commit 125
100 from S1
25 from D2
or
75 from S1
50 from D2
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Chapter 3 - Page 37
Entering Shipping Line Information

Entering
Entering Shipping
Shipping Line
Line Information
Information
In
In the
the Sales
Sales Orders
Orders window,
window, Line
Line Items:
Items:
Shipping
Shipping tab,
tab, enter
enter the:
the:
Ship
Ship set
set or
or arrival
arrival set
set
Fulfillment
Fulfillment set,
set, for
for example,
example, Service
Service line
line plus
plus item
item
Shipping
Shipping information
information which
which is
is different
different from
from that
that
in
in the
the order
order header
header
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(N) Orders, Returns > Sales Orders > (T) Line Items > (T) Shipping
Defining Sales Order Line Shipping Information
Enter Import Orders

Chapter 3 - Page 38
Entering Addresses for Lines

Entering
Entering Addresses
Addresses for
for Lines
Lines
In
In the
the Sales
Sales Orders
Orders window,
window, Line
Line Items:
Items:
Addresses
Addresses tab,
tab, enter
enter the:
the:
Ship
Ship to
to locations:
locations: You
You can
can use
use aa different
different address
address
on
each
line
on each line
Contact
Contact information
information
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138
(N) Orders, Returns > Sales Orders > (T) Line Items > (T) Shipping
> (T) Addresses
Defining Sales Order Line Address Information
Enter Import Orders

Chapter 3 - Page 39
Entering Project Information

Entering
Entering Project
Project Information
Information
In
In the
the Sales
Sales Orders
Orders window,
window, Line
Line Items:
Items: Others
Others
tab,
tab, enter
enter the:
the:
Project
Project number
number
Task
Task number
number
Model
Model serial
serial number
number
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(N) Orders, Returns > Sales Orders > (T) Line Items > (T) Others
Defining Sales Order Line Project Manufacturing Information
Enter Import Orders

Chapter 3 - Page 40
Applying Notes and Attachments: Automatic

Applying
Applying Notes
Notes and
and Attachments:
Attachments:
Automatic
Automatic
You
You can
can set
set up
up attachments
attachments for
for automatic
automatic
application.
application. Typically,
Typically, you
you do
do this
this for
for common
common
notes
notes based
based upon
upon specific
specific business
business needs.
needs.
Select
Select OM:
OM: Apply
Apply Automatic
Automatic Attachments
Attachments if
if you
you
want
to
use
automatic
notes.
want to use automatic notes.
You
You can
can attach
attach aa web
web page,
page, image,
image, and
and document
document
at
at either
either the
the header
header or
or the
the line
line level.
level.
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Attach a web page or image at the header or line level:

(N) Orders, Returns >Sales Orders > (B) Actions > Apply Notes
(Help) (N) Oracle Order Management > Orders > Scheduling > Apply
Attachments
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Chapter 3 - Page 41
Applying Notes and Attachments: Manual

Applying
Applying Notes
Notes and
and Attachments:
Attachments:
Manual
Manual
Use
Use manual
manual note
note creation
creation to
to create
create aa note
note while
while
entering
an
order:
entering an order:
Select
Select the
the paper
paper clip
clip icon
icon in
in the
the toolbar
toolbar
Select
Select aa note
note category
category and
and data
data type
type
Enter
Enter aa note
note or
or link
link to
to notes
notes and
and attachments
attachments
that
you
need
in
this
situation
that you need in this situation
Set
Set up
up aa note
note document
document and
and set
set aa profile
profile option
option to
to
automatically
automatically apply
apply the
the note
note during
during order
order entry.
entry.
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Create a note while entering the order:

(N) Orders, Returns > Sales Orders > (I) Paperclip
(Help) (N) Oracle Order Management > Orders > Scheduling > Apply
Attachments
Set up a note document and a Profile Option to automatically apply
the note during order entry:
(N) Setup > Orders > Attachments > Documents
(N) Setup >Profiles
(Help) (N) Oracle Order Management > Setup > Attachments >
Defining Documents in Advance
Enter Import Orders

Chapter 3 - Page 42
Booking Orders
Booking
Booking Orders
Orders
Booking
Booking saves
saves your
your work
work and
and commits
commits your
your order
order
for
for processing.
processing. In
In the
the Sales
Sales Orders
Orders window,
window, click
click
Book
Book to
to book
book an
an order.
order.
If
you
did
not
enter
If you did not enter all
all required
required fields
fields for
for your
your
sales
order
processing
constraints,
you
sales order processing constraints, you receive
receive aa
notification
notification of
of the
the fields
fields that
that you
you omitted.
omitted.
Complete
Complete the
the fields
fields and
and attempt
attempt to
to book
book the
the order
order
again.
again.
After
After you
you book
book an
an order,
order, it
it operates
operates under
under the
the
processing
constraints
that
you
defined
processing constraints that you defined to
to meet
meet
your
your business
business needs.
needs.
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(N) Orders, Returns > Sales Orders > (B) Book

Booking a Sales Order
Enter Import Orders

Chapter 3 - Page 43
Review Question
Review
Review Question
Question
Global
Global ATP
ATP is
is available
available only
only with
with Oracle
Oracle APS.
APS.
1.
1. True
True
2.
2. False
False
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Chapter 3 - Page 44
43
Review Question
Review
Review Question
Question
Global
Global ATP
ATP is
is available
available only
only with
with Oracle
Oracle APS.
APS.
1.
1. True
True
2.
2. False
False
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Chapter 3 - Page 45
44
Process Messages
Process
Process Messages
Messages
When
When errors
errors occur
occur during
during order
order processes,
processes, for
for
example,
example, order
order import
import and
and order
order booking,
booking, the
the
workflow
workflow engine
engine generates
generates messages.
messages.
View
these
messages
in
the
View these messages in the View
View Messages
Messages
window.
The
Find
window
displays
window. The Find window displays so
so that
that you
you can
can
search
search among
among your
your messages.
messages.
The
The messages
messages display
display in
in the
the Process
Process Messages
Messages
window
windowand
and you
you can
can either
either delete
delete or
or forward
forward them
them
them
as
a
notification.
them as a notification.
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(N) Orders, Returns > Process Messages

(Help) (N) Oracle Order Management > Orders > Holds > Process
Messages
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Chapter 3 - Page 46
Practice
Practice
Practice
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146
Guided Practice 2: Entering Line Scheduling Information

Enter line scheduling information for the Business World order. If you need to
access the order, query it in the Sales Orders window.
1.
Navigate Orders, Returns > Sales Orders > (T) Line Items > (T) Shipping.
Enter Warehouse: M1.
2.
Select Tools >Autoschedule
Select Autoschedule
The Availability window displays
Click Global ATP
3.
Close the Global ATP window and select Reserve
4.
Save your work.
Enter Import Orders

Chapter 3 - Page 47
Agenda
Agenda
Agenda
Overview
Overview
Entering
Entering orders:
orders: Header
Header information
information
Entering
Entering orders:
orders: Line
Line information
information
Scheduling
Scheduling and
and shipping
shipping orders
orders
Copying
Copying orders
orders
Importing
Importing orders
orders
Processing
Processing drop
drop ship
ship orders,
orders, internal
internal orders,
orders, and
and
quotes
quotes
Conclusion
Conclusion
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Chapter 3 - Page 48
Copying Orders
Copying
Copying Orders
Orders
Use
Use the
the Copy
Copy window
window to:
to:
Perform
Perform aa quick
quick copy
copy
Copy
Copy header
header
Copy
Copy all
all or
or selected
selected lines
lines
Copy
Copy multiple
multiple orders
orders into
into one
one order
order (merge)
(merge)
Specify
Specify pricing
pricing options
options
Keep
Keep original
original order
order price
price
Reprice
Reprice
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(N) Orders, Returns > Sales Orders > (B) Action > Copy
Copying Orders
Enter Import Orders

Chapter 3 - Page 49
Practice
Practice
Practice
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149
Guided Practice 3: Copying Order Information

Business World calls to order a duplicate of their previous order. Use the copy
function to create a new Business World order.
1.
Query your order in the Sales Orders window
2.
Navigate Orders, Returns > Sales Orders > (A) Actions > Copy
3.
Select Quick Copy and click Create New Orders
4.
Click OK and record the new order number
Enter Import Orders

Chapter 3 - Page 50
Agenda
Agenda
Agenda
Overview
Overview
Entering
Entering orders:
orders: Header
Header information
information
Entering
Entering orders:
orders: Line
Line information
information
Scheduling
Scheduling and
and shipping
shipping orders
orders
Copying
Copying orders
orders
Importing
Importing orders
orders
Processing
Processing drop
drop ship
ship orders,
orders, internal
internal orders,
orders, and
and
quotes
quotes
Conclusion
Conclusion
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Chapter 3 - Page 51
Electronic
Electronic Data
Data Interchange
Interchange
Electronic Data Interchange (EDI) is the computer to
computer exchange of routine business documents
in a standard format.
Ship
ShipNotices
Notices
Payments
Payments
Bills
Billsof
ofLading
Lading
Purchase
PurchaseOrders
Orders
Invoices
Invoices
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Chapter 3 - Page 52
EDI Transaction Flow: Outbound

EDI
EDI Transaction
Transaction Flow:
Flow: Outbound
Outbound
Server
Applications
Oracle eCommerce
Gateway
EDI
standard or
ASCII file
Interface
file
Data
communication
(VAN, Internet)
EDI
translator
software
Trading partner
(Supplier,
customer.
bank)
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Chapter 3 - Page 53
EDI Transaction Flow: Inbound

EDI
EDI Transaction
Transaction Flow:
Flow: Inbound
Inbound
Applications
Server
(Mfg & Fin)
Open
interface
tables
EDI
standard or
ASCII file
Oracle eCommerce
Gateway
Interface
file
Data
communication
(VAN, Internet)
EDI
translator
software
Trading partner
(Supplier,
customer.
bank)
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Chapter 3 - Page 54
Order Management/EDI Business Benefits

Order
Order Management/EDI
Management/EDI Business
Business
Benefits
Benefits
Provides
Provides for
for order
order import
import to
to save
save duplicate
duplicate order
order
entry
entry time.
time.
Uses
Uses single,
single, consistent
consistent in/out
in/out interfaces
interfaces between
between
Oracle
Applications
and
trading
Oracle Applications and trading partner
partner
applications.
applications.
Uses
Uses transaction
transaction interface
interface files
files that
that are
are
independent
independent of
of EDI
EDI standards.
standards.
Provides
Provides user-definable
user-definable rules
rules to
to pre-validate
pre-validate data
data
before
passing
transactions
to
Oracle
before passing transactions to Oracle Order
Order
Management
Management open
open interface
interface tables.
tables.
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Chapter 3 - Page 55
Order Management/EDI Functions

Order
Management/EDI Functions
Functions
Oracle
Oracle e-Commerce
e-Commerce Gateway:
Gateway:
Passes
Passes customer
customer sales
sales orders
orders and
and change
change
orders
with
any
entry
status
to
Oracle
orders with any entry status to Oracle Order
Order
Management.
Management.
Sends
Sends order
order acknowledgments
acknowledgments to
to customers.
customers.
Find
Find Order
Management/EDI setup
setup information
information in
in
the
the Setup
Setup and
and Integration
Integration Issues
Issues for
for Order
Order
Management
Management module.
module.
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Chapter 3 - Page 56
Set up Order Import

Set
Set up
up Order
Order Import
Import
Use
Use the
the Import
Import Sources
Sources window
window to
to enter
enter and
and enable
enable
the
for example,
example,
the import
import sources
sources you
you wish
wish to
to use
use,, for
EDI,
EDI, Oracle
Oracle Services,
Services, Oracle
Oracle Sales.
Sales.
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(N) Setup > Orders > Import Sources

(Help) (N) Oracle Order Management > Processes > Order Import
Enter Import Orders

Chapter 3 - Page 57
Import Orders Processing

Import
Import Orders
Orders Processing
Processing
Import Orders window
Parameters window
Import Orders window
View menu: Requests
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(N) Orders, Returns > Import Orders > Order Import Request
Enter Import Orders

Chapter 3 - Page 58
EDI Error Viewing and Correction

EDI
EDI Error
Error Viewing
Viewing and
and Correction
Correction
Oracle
Oracle e-Commerce
e-Commerce Gateway
Gateway allows
allows you
you to
to define
define
validation
validation criteria
criteria that
that identifies
identifies errors
errors before
before they
they
pass
to
Order
Import.
pass to Order Import.
Use
Use the
the View
View Staged
Staged Documents
Documents form
form to
to view
view
online
exception
information
for
transactions
online exception information for transactions with
with
data
data violations.
violations. You
You can:
can:
Correct
Correct the
the information
information in
in your
your database
database
Mark
Mark the
the transaction
transaction to
to ignore
ignore the
the violation
violation
and
submit
to
Order
Import
and submit to Order Import
Delete
Delete the
the transaction
transaction and
and have
have your
your trading
trading
partner
partner resend
resend the
the transaction
transaction
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(N) (Oracle e-Commerce Gateway) Process > View Staged

Documents
(Help) (N) Oracle e-Commerce Gateway > Inbound Exception
Processing > View Staged Documents Processes
Enter Import Orders

Chapter 3 - Page 59
Order Management Error Viewing and Correction

Order
Order Management
Management Error
Error Viewing
Viewing and
and
Correction
Correction
In
In the
the Sales
Sales Orders
Orders window,
window, you
you can:
can:
View
View order
order import
import status
status
View
View orders
orders with
with import
import errors
errors and
and perform
perform either
either
of
of the
the following:
following:
Send
Send notifications
notifications
Delete
Delete the
the orders
orders
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(N) Orders, Returns > Import Orders > Corrections

Enter Import Orders

Chapter 3 - Page 60
Review Question
Review
Review Question
Question
During
During Order
Order Import,
Import, you
you can
can import:
import:
1.
1. Entered
Entered orders
orders
2.
2. Booked
Booked orders
orders
3.
3. Change
Change orders
orders
4.
4. None
None of
of the
the above
above
5.
5. All
All of
of the
the above
above
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160
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Chapter 3 - Page 61
60
Review Question
Review
Review Question
Question
During
During Order
Order Import,
Import, you
you can
can import:
import:
1.
1. Entered
Entered orders
orders
2.
2. Booked
Booked orders
orders
3.
3. Change
Change orders
orders
4.
4. None
None of
of the
the above
above
5.
5. All
All of
of the
the above
above
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Chapter 3 - Page 62
61
Agenda
Agenda
Agenda
Overview
Overview
Entering
Entering orders:
orders: Header
Header information
information
Entering
Entering orders:
orders: Line
Line information
information
Scheduling
Scheduling and
and shipping
shipping orders
orders
Copying
Copying orders
orders
Importing
Importing orders
orders
Processing
Processing drop
drop ship
ship orders,
orders, internal
internal orders,
orders, and
and
quotes
quotes
Conclusion
Conclusion
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162
Enter Import Orders

Chapter 3 - Page 63
Drop Ship Overview

Drop
Drop Ship
Ship Overview
Overview
Standard Item Shipment
Customer
Supplier
Purchase Order
Shipping Invoice
Customer Payment
Supplier Invoice
Customer Invoice
Order Processing Company
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Chapter 3 - Page 64
Drop Ship Information

Drop
Drop Ship
Ship Information
Information
Single
Single point
point of
of maintenance
maintenance for
for customer
customer
addresses
and
locations.
addresses and locations.
Processing
Processing controlled
controlled by
by workflows
workflows (replaces
(replaces
Purchase
Purchase Release
Release concurrent
concurrent process).
process).
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164
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Chapter 3 - Page 65
Drop Ship Process

Drop
Drop Ship
Ship Process
Process
Supplier
Order Entry
Purchasing
Receivables
Enter customer
Enter order
Create PO
Receive PO
Ship order
Shipment
Notification
Shipment
Notification
Received
Create
invoice
Close order
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Chapter 3 - Page 66
Creating a Drop Ship Line

Creating
Creating a
a Drop
Drop Ship
Ship Line
Line
To
To source
source an
an order
order from
from your
your supplier:
supplier:
Select
Select an
an external
external source
source type
type in
in the
the Shipping
Shipping tab
tab
Select
Select aa receiving
receiving organization
organization
Book
Book the
the sales
sales order
order
Execute
Execute the
the Requisition
Requisition Import
Import (ReqImport)
(ReqImport)
concurrent
concurrent process
process
Approve
Approve the
the purchase
purchase requisition
requisition that
that ReqImport
ReqImport
creates
creates
Create
Create aa purchase
purchase order
order
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Chapter 3 - Page 67
Viewing Drop Ship Information

Viewing
Viewing Drop
Drop Ship
Ship Information
Information
1.
1. In
In the
the Sales
Sales Orders
Orders window,
window, Line
Line tab,
tab, click
click Action
Action
and
and select
select Additional
Additional Line
Line Information.
Information.
2.
2. The
The Additional
Additional Line
Line Information
Information window
window displays.
displays.
3.
3. Select
Select the
the Drop
Drop Ship
Ship tab.
tab.
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Chapter 3 - Page 68
Drop Ship Order and Internally Sourced Order

Processes
Drop
Drop Ship
Ship Order
Order and
and Internally
Internally Sourced
Sourced
Order
Order Processes
Processes
Enter Order
Drop Ship: Yes or No?
Drop Ship Item
Internally Sourced Item
Release Order to Purchasing
Release Order to Manufacturing
Supplier Ship Confirmation
Ship/Update Inventory
Create Invoice
Close Sales Order
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Chapter 3 - Page 69
Drop Shipments: European Tax Triangulation

Drop
Drop Shipments:
Shipments: European
European Tax
Tax
Triangulation
Triangulation
Movement of Goods
Supplier
Purchase
Order
Sales
Reportable Arrival
UK
Customer
Sales
Order
Reportable Dispatch
Organization
Spain
Italy
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Chapter 3 - Page 70
Drop Shipments: European Tax Triangulation

Drop
Drop Shipments:
Shipments:
European
European Tax
Tax Triangulation
Triangulation
Triangulation
Triangulation tax
tax requirements
requirements depend
depend on:
on:
Ship
Ship from
from country
country
Ship
Ship to
to country
country
Point
Point of
of origin
origin country
country
Point
Point of
of acceptance
acceptance country
country
Free
Free on
on board
board
Item
Itemclassification
classification
The
The agent-principal
agent-principal relationship
relationship of
of the
the trading
trading
partners
partners
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Chapter 3 - Page 71
Review Question
Review
Review Question
Question
The
The Sales
Sales Order/Purchasing
Order/Purchasing Order
Order Discrepancy
Discrepancy
Report
Report shows
shows changes
changes made
made to:
to:
1.
1. Quantity
Quantity
2.
2. Order
Order Type
Type
3.
3. Schedule
Schedule Dates
Dates
4.
4. 11 and
and 22
5.
5. 11 and
and 33
1-71
171
Enter Import Orders

Chapter 3 - Page 72
71
Review Question
Review
Review Question
Question
The
The Sales
Sales Order/Purchasing
Order/Purchasing Order
Order Discrepancy
Discrepancy
Report
Report shows
shows changes
changes made
made to:
to:
1.
1. Quantity
Quantity
2.
2. Order
Order Type
Type
3.
3. Schedule
Schedule Dates
Dates
4.
4. 11 and
and 22
5.
5. 11 and
and 33
1-72
172
Enter Import Orders

Chapter 3 - Page 73
72
Practice
Practice
Practice
1-73
173
Guided Practice 4: Entering a Vendor Drop Ship Order

Enter a drop ship order for Business World.
1.
Navigate Orders, Returns >Sales Orders > (T) Order Information > Main.
Customer: Business World.
Select New York as the ship-to and bill-to if they do not default.
Order Type: Vendor Drop Ship
Price List: Corporate.
Sales Person: Smith Jones.
Currency: USD.
2.
Select Order Information > Others
Payment Terms: N30.
Tax Handling: Standard.
Warehouse: V1
3.
Select Line Items > Main
Item: AS54888
Quantity: 2
UOM: EA
4.
Select Shipping
Source Type: External
Receiving Org: V1
Enter Import Orders

Chapter 3 - Page 74
5.
6.
Click Book and note your order number.

Navigate Tools > Workflow Monitor
Verify that the order lines are purchase released:
In the Workflow Monitor window, select the order line from the
list on the left.
Click View Diagram
7.
In the Purchasing responsibility, navigate Purchasing > Reports > Run
Select Single Request
Name: Requisition Import
Import Source: Order Entry
Click Submit.
When the requisition import request is complete, close the Request
window.
8.
In the Order Management responsibility, navigate Orders, Returns > Order
Organizer
In the Find window, enter the order number, then click Find.
Click Open Orders.
Select Line Items.
Click Actions and select Additional Line Information.
Select Drop Ship and view the requisition information.
Enter Import Orders

Chapter 3 - Page 75
Creating Internal Orders

Creating
Creating Internal
Internal Orders
Orders
1.
1. In
In Oracle
Oracle Purchasing,
Purchasing, create
create and
and approve
approve aa
purchase
requisition.
purchase requisition.
2.
2. Execute
Execute the
the Create
Create Internal
Internal Orders
Orders concurrent
concurrent
process.
process.
3.
3. In
In Oracle
Oracle Order
Order Management,
Management, execute
execute the
the Order
Order
Import
concurrent
process.
It
imports
the
Import concurrent process. It imports the
purchase
purchase requisition
requisition and
and creates
creates an
an internal
internal sales
sales
order.
order.
4.
4. Process
Process internal
internal sales
sales orders
orders in
in the
the same
same way
way as
as
standard
standard orders.
orders. However,
However, internal
internal sales
sales orders
orders do
do
not
not create
create invoices.
invoices.
5.
5. In
In Oracle
Oracle Purchasing,
Purchasing, receive
receive the
the order.
order.
1-74
174
Enter Import Orders

Chapter 3 - Page 76
Overview
Overview
Overview
Requester
Demand
Manually
Import/reschedule
Create
requisitions
Approve Requisition
Create internal
sales order
Order Entry
Schedule Order
Inventory
Expense
Pick Release
Ship Confirm
Direct
Intransit
Receive
Inventory Expense
1-75
175
Enter Import Orders

Chapter 3 - Page 77
Practice
Practice
Practice
1-76
176
Guided Practice 5: Internal Orders

You have a shortage of an item in your Seattle manufacturing plant and a surplus
of the same item in the Boston manufacturing plant. Create and approve a
requisition in Oracle Purchasing and pass it to Oracle Order Management. Then,
as order entry staff, import the requisition as a sales order.
1.
In the Purchasing Responsibility, Requisition Header
Type: Internal Requisition
2.
In Requisition Lines
Type: Goods
Item: CM13139
UOM: Each
Qty: 3
Need By: Todays date + 7
3.
In Requisition Footer
Destination Type: Inventory
Organization: Seattle Manufacturing
Subinventory: FGI
Source: Inventory
Org: Boston
Subinventory: FGI
4.
Save your work and record the requisition number.
Enter Import Orders

Chapter 3 - Page 78
5.
6.
7.
Click Approval.
In the Approve Document window, click OK.
Navigate Reports > Single Request
Execute Create Internal Orders and record the Request ID.
Verify that the request completes successfully.
8.
In the Order Management responsibility, navigate Orders, Returns>Order
Import Request.
In the Parameters window, enter:
Order Source: Internal
Validate Only: No
Execute the process and record the Request ID.
Verify that the request completes successfully.
Note the number of the internal sales order.
9.
Navigate Orders, Returns > Sales Orders
Query your order
Book your order
Enter Import Orders

Chapter 3 - Page 79
Quotes to Oracle Order Management

Quotes
Quotes to
to Oracle
Oracle Order
Order Management
Management
Oracle
Oracle Order
Order Capture
Capture is
is a:
a:
Solution
Solution for
for entering
entering and
and updating
updating customer
customer
quotes
and
orders
in
the
front
office
quotes and orders in the front office
environment
environment
Single
Single point
point of
of integration
integration into
into the
the ERP
ERP
applications
applications to
to pass
pass quotes
quotes as
as orders
orders to
to Order
Order
Management
Management
To
To send
send aa quote
quote in
in Oracle
Oracle Order
Order Capture
Capture as
as an
an
order
to
Oracle
Order
Management,
click
Book
order to Oracle Order Management, click Book
Order.
Order.
1-77
177
Enter Import Orders

Chapter 3 - Page 80
Quotes,
Quotes, CRM,
CRM, and
and Order
Order Capture
Capture
Marketing
Service Product Family
Sales Product Family
Quotes
Oracle Order Capture
Oracle Order Management
1-78
178
Enter Import Orders

Chapter 3 - Page 81
Order Capture Functionality

Order
Order Capture
Capture Functionality
Functionality
Supports
Supports front
front office
office multi-channel
multi-channel quoting
quoting
capabilities
capabilities
Full
Full integration
integration with
with Order
Order management
management product
product
suite
suite
Real-time
Real-time pricing,
pricing, payment
payment authorizations,
authorizations,
reservations,
reservations, available-to-promise
available-to-promise (ATP)
(ATP) and
and
payment
payment method
method
1-79
179
Enter Import Orders

Chapter 3 - Page 82
Agenda
Agenda
Agenda
Overview
Overview
Entering
Entering orders:
orders: Header
Header information
information
Entering
Entering orders:
orders: Line
Line information
information
Scheduling
Scheduling and
and shipping
shipping orders
orders
Copying
Copying orders
orders
Importing
Importing orders
orders
Processing
Processing drop
drop ship
ship orders,
orders, internal
internal orders,
orders, and
and
quotes
quotes
Conclusion
Conclusion
1-80
180
Enter Import Orders

Chapter 3 - Page 83
Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you have
have learned
learned how
how to:
to:
Enter
Enter sales
sales order
order header
header information
information
Enter
Enter sales
sales order
order line
line information
information
Schedule
Schedule and
and book
book aa sales
sales order
order
Copy
Copy an
an order
order
Describe
Describe order
order import
import
Enter
Enter drop
drop ship
ship and
and internal
internal orders
orders
1-81
181
Enter Import Orders

Chapter 3 - Page 84
Oracle Configurator
Chapter 4
Oracle Configurator
Chapter 4 - Page 1
Oracle Configurator
Oracle
Oracle Configurator
Configurator
Release
Release 11i
11i
Oracle Configurator
Chapter 4 - Page 2
Objectives
Objectives
Objectives
After
After completing
completing this
this module,
module, you
you should
should be
be able
able to
to
do
do the
the following:
following:
Describe
Describe how
how to
to enter
enter aa new
new configurable
configurable order
order
Describe
Describe how
how to
to edit
edit an
an existing
existing configurable
configurable
order
order
Oracle Configurator
Chapter 4 - Page 3
Agenda
Agenda
Agenda
Overview
Overviewof
of the
the Configurator
Configurator
Major
Major components
components
Demonstration
Demonstration
Summary
Summary and
and iHelp
iHelp
Oracle Configurator
Chapter 4 - Page 4
Overview
Overview
Overview
Configurator
Configurator is
is an
an add-on
add-on product
product in
in OM,
OM, launched
launched
from
from the
the Sales
Sales Order.
Order.
Purpose:
Purpose: To
To more
more accurately
accurately tailor
tailor aa customer
customer
order
by:
order by:
Reducing
Reducing configuration
configuration errors
errors
Reducing
Reducing the
the need
need for
for amending
amending existing
existing
orders,
orders, thereby
thereby reducing
reducing the
the need
need to
to
remanufacture
remanufacture product
product
Oracle
Oracle Bills
Bills of
of Material
Material model
model is
is required
required in
in order
order
to
to configure
configure an
an order.
order.
Background
Oracle Configurator provides the ability to change and validate configured sales
orders from within Oracle Order Management.
The purpose behind this integration is to allow an end user to customize a
customer order, thereby realizing several benefits.
Oracle Configurator
Chapter 4 - Page 5
Sales Order Configurator Button

Sales
Sales Order
Order Configurator
Configurator Button
Button
Oracle
Oracle Bills
Bills of
of Material
Material Model
Model
Configuration
Configuration Model
Model
Model
Model structure
structure
Rules
Rules
User
User interface
interface
Sales Order Configurator Button

To provide the end user with viable product options, certain setup tasks were
performed by BOM model or configuration model.
If a configuration model was used, tasks were performed to integrate
Configurator with OM. These tasks were performed using an application tool
called Oracle Configurator Developer.
A configuration model was built which reflected a companys product
structure and bill of material (BOM) data.
BOM data was transferred directly from the Oracle Bills of Material into
the Oracle Configurator database. All the items from its associated Oracle
Item Master were added to the Configurator database Item Master table.
A default model structure tree which mirrored the Oracle Bills of Material
was generated as well. This part of the model structure cannot be
changed, though it can be extended.
Similarly, configuration rules inherent in the Bills of Material structure
were automatically applied to the model, along with the additional rules
that were created in Oracle Configurator Developer. Three types of rules
are inherent: includes, mutually excludes, and quantity cascade.
Additional rules were defined.
A user interface was generated, driven by the model structure.
The model structure, rules, and user interface were compiled into a
configuration model in Oracle Configurator Developer.
Oracle Configurator
Chapter 4 - Page 6
Oracle Configurator
Chapter 4 - Page 7
Configurator Developer Model

Configurator
Configurator Developer
Developer Model
Model
File
File Edit
Edit Create
Create View
View Tools
Tools Help
Help
Structure
Structure Rules
Rules UI
UI Text
Text
Model
Model
Word
Word
Product:
Product: Build
Build laptop
laptop
Software
Software
Description
Description
RAM
RAM
Word
Word 95
95
Item
Item Master
Master by
by Type
Type
Software
Software
WP
WP
Graphics
Graphics
Type/Properties
Type/Properties
Configurator Developer Model

Illustrates the various components considered when constructing a configuration
model:
Model structure: Upper left pane
Item master: Lower left pane
Item detail: Right-hand pane
Model structure displays the BOM model tree: Build a laptop. This BOM model
could have contained other models (PTO and ATO). Within it are BOM Option
Classes: Software and RAM. In the Options classes are BOM Standard Items as
in our example, word processing.
The Item Master section displays items associated with the imported BOM;
these items are organized into item types. If the items had properties associated
with them, these properties were imported when the Item Master was imported.
Properties and property values are derived from Oracle inventory descriptive
elements and descriptive element values.
When the user makes a selection from the left side of the window, from the
model or item master, the detail is displayed on the right side. In our
illustration, if the user selects the item word processing from the Item Master,
the selection detail appears under description.
Oracle Configurator
Chapter 4 - Page 8
Model Information Display When Configurator Is

Launched
Model
Model Information
Information Display
Display When
When
Configurator
Configurator Is
Is Launched
Launched
X
Oracle Configurator
Go
Find
CN97444
Item
1
1
0.00
0.00
95.00 95.00
75.00 75.00
OC55449
Software - Project Mgmt.

Software - Graphics
0
0
0.00
0.00
79.00 79.00
89.00 89.00
OC29315
0.00
39.00 39.00
OC68020
UOM Quantity Discount % Price Extend
Software - Word Processing

OC55437
OC42556
Item
UOM Quantity Discount %
Build Your Own Laptop
Availability
0.00
Price
Extend
1,461.00 1,461.00
Software Option Class
0.00
0.00
0.00
Software - Word Processing
0.00
95.00
95.00
75.00
39.00
75.00
39.00
0.00
178.00
0.00
178.00
0.00
0.00
Modem Option Class
0.00
Modem - 28.8 kBPS
0.00
Total Price
Done
Cancel
Oracle Configurator
Chapter 4 - Page 9
How to Launch Configurator: Steps 13

How
How to
to Launch
Launch Configurator:
Configurator: Steps
Steps 13
13
From
From within
within OM
OMapplication,
application, Sales
Sales Order,
Order, Order
Order
Information
Information window
window
1.
1. Enter
Enter Customer
Customer Name
Name or
or select
select from
from list.
list.
2.
2. Enter
Enter Order
Order Type.
Type.
3.
3. Review
Reviewand
and confirm
confirmdefault
default information.
information.
(N)
(N) Sales
Sales Order
Order (T)
(T) Order
Order Information
Information (T)
(T) Main
Main
Oracle Configurator
Chapter 4 - Page 10
How to Launch Configurator: Step 45

How
How to
to Launch
Configurator: Step
Step 45
45
4.
4. Review
Review the
the information
information on
on the
the Sales
Sales Order,
Order,
Order
Order Information:
Information: Main
Main tab.
tab.
Customer
Customer name
name
Ship
Ship to
to and
and Bill
Bill to
to information
information
Price
Price list
list
5.
5. Click
Click the
the Line
Line Items
Items tab.
tab.
Enter
Enter product
product information:
information: ordered
ordered item
item
number,
number, quantity
quantity
Oracle Configurator
Chapter 4 - Page 11
How to Launch Configurator: Step 6

How
How to
to Launch
Configurator: Step
Step 6
6.
6. Click
Click the
the Configurator
Configurator button
button
(N)Sales
(N)Sales Order
Order (T)
(T) Customer
Customer (T)
(T) Order
Order Type
Type (N)
(N)
Order
Information,
Main
tab
(N)
Line
Item
Order Information, Main tab (N) Line Item tab
tab (T)
(T)
Other
Other product
product information
information (B)
(B) Configurator
Configurator
Oracle Configurator
Chapter 4 - Page 12
Configuration Window
Configuration
Window
The
The Configuration
Configuration window
window is
is divided
divided into
into three
three
panes:
panes:
Left
Left side:
side: Tree
Tree of
of configurable
configurable components
components in
in
the
model
the model
Right
Right upper
upper side:
side: Available
Available standard
standard items
items related
related
to
to selected
selected option
option classes
classes or
or features
features
Right
Right lower
lower side:
side: Summary
Summary view
viewof
of all
all selections
selections
made
made
The Configuration window is easy to view.
Oracle Configurator
Chapter 4 - Page 13
Configurator Window in OM Sample Model: Built from

Imported BOM
Configurator
Configurator Window
Window in
in OM
OM
Sample
Sample Model:
Model: Built
Built from
from Imported
Imported BOM
BOM
Find
Find
Go
Go
Build
Buildyour
your own
own laptop
laptop
Software
Software Option
Option Class
Class
Hardware
Hardware Option
Option Class
Class
Modem
Modem Option
OptionClass
Class
RAM
RAM Option
Option Class
Class
Power
Power Supply
Supply Option
Option
Class
Class
Item
Descrip
Item
Descrip UOM
UOM Price
Price
Software
Software WP
WP
Software
Software Spreadsheet
Spreadsheet
Software
Software Proj
Proj Management
Management
Software
Software Graphics
Graphics
Pane
Web
Web Browser
Browser
Pane 22
Item
Item
Word
Word
Desc
Desc UOM
UOM Qty
Qty Price
Price
95
11 0.0
95 Ea
Ea
0.0
Pane
3
Pane 3
Done
Done
Update
Update
Pane
Pane 11
Facsimile of the Configurator Window

Split window design
Pane 1: BOM model tree
Pane 2: BOM Standard item choices available, depending on what BOM
Option
class is selected from the model tree
Pane 3: Summary screen, displays the standard items which have been
selected
Oracle Configurator
Chapter 4 - Page 14
When the Selected Standard Item Is Invalid

When
When the
the Selected
Selected Standard
Standard Item
Item Is
Is
Invalid
Invalid
Find
Find
Go
Go
Build
Buildyour
your own
own laptop
laptop
Software
Software Option
Option Class
Class
Hardware
Hardware Option
Option Class
Class
Modem
Modem Option
OptionClass
Class
RAM
RAM Option
Option Class
Class
Power
Power Supply
Supply Option
Option
Class
Class
Pane
Pane 11
Item
Descrip
Item
Descrip UOM
UOM Price
Price
Software
Software WP
WP
Software
Software Spreadsheet
Spreadsheet
Software
Software Proj
Proj Management
Management
Software
Software Graphics
Graphics
Web
Pane
Web Browser
Browser
Pane 22
Item
Desc
Item
Desc UOM
UOM Qty
Qty Price
Price
Graphics
Ea
11 $$$
Graphics
Ea
$$$
Pane
Pane 33
Done
Done
Update
Update
Oracle Configurator
Chapter 4 - Page 15

How
How to
to Launch
Configurator: Steps
Steps 79
79
7.
7. Select
Select the
the BOM
BOM Option
Option Class
Class from
from the
the tree
tree model.
model.
Displays
Displays available
available items
items in
in the
the upper
upper right
right pane
pane
8.
8. Click
Click the
the check
check box
box next
next to
to the
the desired
desired BOM
BOM
standard
standard item.
item.
Displays
Displays selected
selected items
items in
in the
the summary
summary view,
view,
lower
lower right
right pane
pane
9.
9. Repeat
Repeat steps
steps 33 and
and 44 until
until the
the whole
whole product
product is
is
configured.
configured.
Oracle Configurator
Chapter 4 - Page 16

How
How to
to Launch
Configurator: Steps
Steps 1012
1012
10.
10. Review
Review the
the summary
summary display
display for
for completeness
completeness
and
and accuracy.
accuracy.
11.
11. Click
Click the
the Availability
Availability button
button to
to see
see availability
availability to
to
promise
promise details.
details.
12.
12. Click
Click the
the Done
Done button.
button.
If
If Configurator
Configurator is
is satisfied,
satisfied, all
all required
required and
and
valid
valid selections
selections have
have been
been made.
made.
If
If Configurator
Configurator is
is unsatisfied,
unsatisfied, aa message
message
states
how
to
ignore
states how to ignore itit and
and continue,
continue, or
or return
return
to
the
options
selection
pane
to
finish
to the options selection pane to finish the
the
configuration.
configuration.
Returns
Returns to
to Line
Line Items
Items tab
tab window
window
Oracle Configurator
Chapter 4 - Page 17
Demonstration: How to Configure a New Order

Demonstration:
Demonstration: How
How to
to Configure
Configure a
a
New
New Order
Order
In
In Oracle
Oracle Order
Order Management,
Management, we
we will
will demonstrate
demonstrate
how
how to:
to:
Launch
Launch the
the Configurator
Configurator windows
windows
Perform
Perform aa new
newconfiguration
configuration and
and save
save itit
Oracle Configurator
Chapter 4 - Page 18
Summary
Summary
Summary
In
In this
this module,
module, you
you should
should have
have learned
learned how
how to:
to:
Create
Create aa configuration
configuration for
for aa new
new order
order
Edit
Edit aa configuration
configuration for
for an
an existing
existing order
order
Oracle Configurator
Chapter 4 - Page 19
Manage Orders
Chapter 5
Manage Orders
Chapter 5 - Page 1
Managing Orders
Managing
Managing Orders
Orders
Oracle
Oracle Order
Order Management
Management Release
Release 11i
11i
Manage Orders
Chapter 5 - Page 2
Agenda
Agenda
Agenda
Objectives
Objectives
Viewing
Viewing orders
orders
Changing
Changing orders
orders
Stopping,
Stopping, starting,
starting, canceling,
canceling, and
and purging
purging orders
orders
Summary
Summary
Manage Orders
Chapter 5 - Page 3
Agenda
Agenda
Agenda
Objectives
Objectives
Viewing
Viewing orders
orders
Changing
Changing orders
orders
Stopping,
Stopping, starting,
canceling, and
and purging
purging orders
orders
Summary
Summary
Manage Orders
Chapter 5 - Page 4
Objectives
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
do the
the following:
following:
View
View orders
orders
Change
Change orders
orders
Stop,
Stop, start,
start, and
and cancel
cancel orders
orders
Describe
purging
orders
Describe purging orders
Manage Orders
Chapter 5 - Page 5

Using
Applications Help
Help
1.
1. Navigate
Navigate to
to the
the Oracle
Oracle Applications
Navigator.
2.
2. Select
Select Help>Window
Help>Window Help
Help from
from the
the menu
menu bar.
bar.
The
Oracle
Applications
Help
window
is
displayed.
The Oracle Applications Help window is displayed.
3.
3. Enter
Enter your
your search
search criteria,
criteria, enclosed
enclosed within
within
quotation
quotation marks,
marks, in
in the
the Help
Help field
field and
and click
click Find.
Find.
Oracle
Oracle Applications
Applications Help
Help displays
displays aa list
list of
of topics
topics
that
that meet
meet your
your search
search criteria.
criteria.
4.
4. Click
Click aa topic
topic to
to view
view detailed
information.
Note:
Note: Click
Click Search
Search Instructions
Instructions for
for help
help with
with
searching
searching Oracle
Oracle Applications
Applications Help.
Help.
Manage Orders
Chapter 5 - Page 6

Using
Using Oracle
Oracle Applications
Applications Help
Help Within
Within aa
Window
Window
1.
1. Open
Open aa window
windowin
in the
the application
application you
you are
are using.
using.
2.
2. Select
Select Help>Window
Help>Window Help
Help from
from the
the menu
menu bar.
bar.
Oracle
Applications
Help
displays
detailed
information
information about
about the
the window
windowyou
you opened,
opened,
including
step-by-step
instructions
for entering
entering
information
information in
in each
each field
field in
in the
the window.
window.
Manage Orders
Chapter 5 - Page 7
Agenda
Agenda
Agenda
Objectives
Objectives
Viewing
Viewing orders
orders
Changing
Changing orders
orders
Stopping,
Stopping, starting,
canceling, and
and purging
purging orders
orders
Summary
Summary
Manage Orders
Chapter 5 - Page 8
View Orders and Lines

View
View Orders
Orders and
and Lines
Lines
Orders
View
Order
Organizer
Query
Order Lines
Manage Orders
Chapter 5 - Page 9
Order Organizer Information

Order
Order Organizer
Organizer Information
Information
Since
Since Order
Order Organizer
Organizer is
is aa folder
folder form,
form, you
you can
can
move,
move, hide,
hide, rename,
rename, and
and rearrange
rearrange the
the fields.
fields.
Most
Most fields
fields are
are right
right mouse
mouse click
click enabled
enabled for
for
access
to
actions
you
can
perform.
access to actions you can perform.
The
The left
left side
side of
of the
the form
form displays
displays the
the navigator
navigator
tree.
tree. It
It contains
contains aa set
set of
of seeded
seeded and
and user-defined
user-defined
folders
folders which
which hold
hold commonly
commonly used
used queries
queries about
about
orders,
orders, returns,
returns, and
and lines.
lines.
You
You can
can see
see aa summary
summary view
view of
of orders
orders in
in the
the
Summary
tab.
Summary tab.
You
You can
can view
vieworder
order lines
lines on
on orders
orders in
in the
the Lines
Lines
tab.
tab.
(N) Orders, Returns > Order Organizer

(Help) (N) Oracle Order Management > Orders > Viewing Order and
Return Information
Manage Orders
Chapter 5 - Page 10
Viewing Orders
Viewing
Viewing Orders
Orders
You
You can
can use
use the
the Order
Order Organizer
Organizer to
to view
view
orders.
Perform
a
search
in
the
Find
orders. Perform a search in the Find window
windowusing
using
fields
within
the
following
tabs:
fields within the following tabs:
Order
Order Information:
Information: Order
Order based
based search
search criteria
criteria
Line
Line Information:
Information: Line
Line level
level
Advanced:
Advanced: Closed
Closed and
and cancelled
cancelled orders
orders and
and lines
lines
Holds
Holds Information:
Information: Orders
Orders on
on hold
hold
(N) Orders, Returns > Order Organizer > Find Orders > (T) Order
Information or Line Information or Advance or Holds Information >
(B) Find
Return Information
Manage Orders
Chapter 5 - Page 11
Viewing Additional Information

Viewing
Viewing Additional
Additional Information
Information
1.
1. Select
Select an
an order
order or
or line.
line.
2.
2. Click
Click Actions.
Actions.
3.
3. Select
Select Additional
Additional Line
Line Information
Information or
or Additional
Additional
Order
Order Information.
Information.
4.
4. In
In the
the new
newwindow,
window, select
select the
the appropriate
appropriate tab.
tab.
(N) Orders, Returns >Order Organizer >Find Orders > (T) Order
Information or Line Information (B) Find > Orders Organizer > (B)
Action
Return Information
Additional Tabs
Additional Order Information tab:
Holds: Hold Name, Criteria, Release Date, Release By
Deliveries: Delivery Number, Delivery Status, Pick Status, Arrival Date,
Tracking, Waybill, Related Shipping Information
Receivables: Invoice Number, Date, Amount, Balance Information
Quantity History: Item, Quantity, Date, Reason
Additional Line Information tab:
Holds: Hold Name, Criteria, Release Date, Release By
Return Activity: Return Number, Authorized Quantity, Accepted Quantity,
Reason, Credit Price, Credit Invoice
Manage Orders
Chapter 5 - Page 12
Deliveries: Delivery Number, Delivery Status, Pick Status, Arrival Date,

Tracking, Waybill, Related Shipping Information
Receivables: Invoice Number, Date, Amount, Balance Information
Internal Requisitions: For future use
Drop Ship: Document Type, Number, Line, Supplier, Status, Buyer
Quantity History: Item, Quantity, Date, Reason
Manage Orders
Chapter 5 - Page 13
Viewing Adjustments, Modifiers, and Reasons

Viewing
Viewing Adjustments,
Adjustments, Modifiers,
Modifiers, and
and
Reasons
Reasons
In
In the
the Adjustments
Adjustments window,
window, you
you can
can view
viewpricing
pricing
adjustments
adjustments which
which have
have been
been made
made to
to an
an order,
order,
the
modifiers,
and
the
reasons.
the modifiers, and the reasons.
Use
Use the
the following
following tabs
tabs on
on the
the Adjustments
Adjustments window
window
to
to view
view adjustment
adjustment information:
information:
Adjustments
Adjustments
Modifiers
Modifiers
Reason
Reason
Accruals
Accruals
(N) Orders, Returns > Order Organizer > Find Orders > (B) Actions >
View Adjustments
Return Information
Manage Orders
Chapter 5 - Page 14
Viewing Attachments
Viewing
Viewing Attachments
Attachments
You
You can
can apply
apply attachments
attachments to
to orders
orders and
and order
order
lines
lines either
either manually
manually or
or automatically.
automatically.
View
View these
these attachments
attachments by
by selecting
selecting the
the Paperclip
Paperclip
icon
on
the
menu
bar
which
displays
the
icon on the menu bar which displays the
Attachments
Attachments window.
window. Attachment
Attachment types
types include:
include:
Text
Text
Graphics
Graphics
URLs
URLs
Document-based
Document-based
(N) Orders, Returns > Order Organizer > Find Orders > (T) Order
Information > (I) Paperclip
Return Information
Manage Orders
Chapter 5 - Page 15
Viewing Purchase Information for Vendor Drop Ship

Orders
Viewing
Viewing Purchase
Purchase Information
Information
for
for Vendor
Vendor Drop
Drop Ship
Ship Orders
Orders
To
To view
viewthe
the status
status of
of aa drop
drop ship
ship request:
request:
1.
1. In
In the
the Sales
Sales Orders
Orders window,
window, go
go to
to the
the line
line tab
tab and
and
click
click the
the Action
Action button,
button, then
then click
click the
the Additional
Additional
Line
Line Information
Information button.
button.
2.
2. The
The Additional
Additional Line
Line Information
Information window
window displays.
displays.
3.
3. Select
Select the
the Drop
Drop Ship
Ship tab.
tab.
Manage Orders
Chapter 5 - Page 16
Internet Customer Portal

Internet
Internet Customer
Customer Portal
Portal
The
The Internet
Internet Customer
Customer Portal
Portal is
is aa self-service
self-service web
web
application.
A
customer
can:
application. A customer can:
View
View existing
existing orders
orders with
with aa web
web browser.
browser.
Query
Query by
by criteria,
criteria, for
for example,
example, purchase
purchase
order
order number,
number, project
project number,
number, and
and sales
sales
representative.
representative.
View
View item
item availability
availability
Manage Orders
Chapter 5 - Page 17
Internet Customer Portal Users

Internet
Internet Customer
Customer Portal
Portal Users
Users
You
You can
can target
target the
the following
following customers
customers to
to use
use the
the
portal:
portal:
An
An external
external customer
customer who
who needs
needs to
to view
view
information
about
their
order
or
account.
information about their order or account.
An
An internal
internal customer
customer who
who needs
needs to
to view
viewor
or
transact,
transact, for
for example,
example, aa sales
sales representative.
representative.
Manage Orders
Chapter 5 - Page 18
Review Question
Review
Review Question
Question
Using
Using the
the Order
Order Organizer,
Organizer, you
you can
can view
viewthe
the
following
following
type
type of
of information
information ::
1.
1. Orders
Orders and
and returns
returns
2.
2. Adjustments
Adjustments and
and Modifiers
Modifiers
3.
3. Attachments
Attachments
4.
4. Order
Order history
history
5.
5. All
All of
of the
the above
above
Manage Orders
Chapter 5 - Page 19
Review Question
Review
Review Question
Question
Using
Using the
the Order
Order Organizer,
Organizer, you
you can
can view
viewthe
the
following
following
type
type of
of information
information ::
1.
1. Orders
Orders and
and returns
returns
2.
2. Adjustments
Adjustments and
and Modifiers
Modifiers
3.
3. Attachments
Attachments
4.
4. Order
Order history
history
5.
5. All
All of
of the
the above
above
Manage Orders
Chapter 5 - Page 20
Agenda
Agenda
Agenda
Objectives
Objectives
Viewing
Viewing orders
orders
Changing
Changing orders
orders
Stopping,
Stopping, starting,
canceling, and
and purging
purging orders
orders
Summary
Summary
Manage Orders
Chapter 5 - Page 21
Order Changes
Order
Order Changes
Changes
You
You control
control order
order changes
changes by
by setting
setting up
up
processing
processing constraints
constraints and
and assigning
assigning them
them to
to
responsibilities.
responsibilities.
Oracle
Oracle Order
Order Management
Management contains
contains seeded
seeded
processing
constraints;
to
tighten
processing constraints; to tighten the
the security
security of
of
your
your forms,
forms, create
create additional
additional constraints.
constraints.
To
To change
change an
an existing
existing order,
order, find
find the
the order
order in
in the
the
Order
Order Organizer,
Organizer, open
open it,
it, and
and enter
enter the
the changes.
changes.
(N) Orders, Returns > Sales Orders

(Help) (N) Oracle Order Management > Orders > Order Changes
Manage Orders
Chapter 5 - Page 22
Mass Change
Mass
Mass Change
Change
Using
Using the
the mass
mass change
change function,
function, you
you can:
can:
Change
Change order
order attributes
attributes at
at the
the order
order header
header or
or line
line
level
level
Cancel
Cancel orders
orders and
and lines
lines
Apply
Apply and
and release
release holds
holds
Assign
Assign sales
sales credits
credits or
or discounts
discounts at
at the
the order
order
header
and
order
line
level
header and order line level
Manage Orders
Chapter 5 - Page 23
Applying Order and Line Mass Changes

Applying
Applying Order
Order and
and Line
Line Mass
Mass Changes
Changes
1.
1. In
In the
the Order
Order Organizer,
Organizer, query
query the
the orders
orders or
or returns
returns
headers
headers or
or lines
lines to
to mass
mass change.
change.
2.
2. Press
Press the
the Ctrl
Ctrl key
key while
while clicking
clicking on
on each
each order
order or
or
return
header
or
line
to
change.
return header or line to change.
3.
3. Navigate
Navigate (M)
(M) Tools
Tools >Mass
>Mass Change.
Change. The
The Order
Order Mass
Mass
Change
window
displays.
Change window displays.
4.
4. Enter
Enter your
your order
order level
level mass
mass changes
changes in
in the
the Main,
Main,
Pricing,
Pricing, Shipping,
Shipping, and
and Addresses
Addresses tabbed
tabbed regions.
regions.
5.
5. Click
Click OK.
OK. Your
Your changes
changes may
may not
not automatically
automatically
pass
pass to
to the
the order
order lines.
lines.
(N) Orders, Returns > Order Organizer > (M) Tools > Mass Change
(Help) (N) Oracle Order Management > Orders > Mass Changes >
Applying Mass Changes
Process Errors
If errors occur in this process, you receive messages in the Process Messages
window.
Manage Orders
Chapter 5 - Page 24
Split Lines
Split
Split Lines
Lines
Split
Split order
order lines
lines to
to meet
meet business
business needs.
needs. For
For
example,
example, aa customer
customer asks
asks you
you ship
ship part
part of
of an
an
order
line
to
a
different
location
or
on
a
different
order line to a different location or on a different
date.
date.
You
You can
can split
split lines
lines in
in the
the Sales
Sales Orders
Orders form
form in
in
Oracle
Oracle Order
Order Management
Management and
and the
the Oracle
Oracle Shipping
Shipping
Transaction
Transaction form
form in
in Shipping
Shipping Execution.
Execution.
To
To process
process the
the split,
split, split
split the
the original
original sales
sales order
order
line
and
make
changes
both
to
it
and
to
the
new
line and make changes both to it and to the new
line.
line.
Manage Orders
Chapter 5 - Page 25
Changing Drop Ship Orders

Changing
Changing Drop
Drop Ship
Ship Orders
Orders
Requisition
not created
Requisition
created
Change Drop
Ship Order
Update drop ship sales order
Update drop ship sales order
Run
Requisition Import Program
Notify Purchasing of change

via report or manual process
Change PO and Change
Modify PO
Acknowledgment generated
Manage Orders
Chapter 5 - Page 26
Changes to Drop Ship Orders

Changes
Changes to
to Drop Ship
Ship Orders
Orders
After
After you
you create
create the
the purchase
purchase requisition,
requisition, view
view
changes
changes to
to the
the following
following information
information in
in the
the Sales
Sales
Order/Purchase
Order
Discrepancy
Report:
Order/Purchase Order Discrepancy Report:
Quantity
Quantity
Ship-to
Ship-to location
location
Schedule
Schedule dates
dates
Arrival
Arrival dates
dates
Cancellations
Cancellations
Holds
Holds
Items
Items
Manage Orders
Chapter 5 - Page 27
Review Question
Review
Review Question
Question
For
For control
control purposes,
purposes, Order
Order Management
Management only
only allows
allows
you
to
change
one
order
at
a
time.
you to change one order at a time.
1.
1. True
True
2.
False
2. False
Manage Orders
Chapter 5 - Page 28
Review Question
Review
Review Question
Question
For
For control
control purposes,
purposes, Order
Order Management
Management only
only allows
allows
you
to
change
one
order
at
a
time.
you to change one order at a time.
1.
1. True
True
2.
False
2. False
Manage Orders
Chapter 5 - Page 29
Agenda
Agenda
Agenda
Objectives
Objectives
Viewing
Viewing orders,
orders, lines,
lines, and
and history
history
Changing
Changing orders
orders
Stopping,
Stopping, starting,
canceling, and
and purging
purging orders
orders
Summary
Summary
Manage Orders
Chapter 5 - Page 30
Three Ways to Stop an Order

Three
Three Ways
Ways to
to Stop
Stop an
an Order
Order
Do
Do not
not respond
respond to
to aa workflow
workflow notification:
notification: The
The
order
order or
or order
order line
line does
does not
not continue
continue processing.
processing.
Apply
Apply holds:
holds: Temporarily
Temporarily stops
stops aa group
group of
of orders,
orders,
an
individual
order,
or
individual
order
lines.
an individual order, or individual order lines. You
You
can
can both
both automatically
automatically and
and manually
manually apply
apply and
and
remove
remove holds.
holds.
Cancel:
Cancel: Permanently
Permanently stops
stops an
an order
order or
or order
order lines.
lines.
Manage Orders
Chapter 5 - Page 31
Workflow Overview
Workflow
Workflow Overview
Overview
Workflow
Workflowis
is aa background
background process
process which
which replaces
replaces
the
the following
following Oracle
Oracle Order
Order Entry
Entry features:
features:
Order
Order cycles
cycles
Approval
Approval steps
steps
It
It provides
provides notifications
notifications to
to employees
employees and
and e-mails
e-mails
to
to both
both employees
employees and
and to
to external
external individuals.
individuals.
Manage Orders
Chapter 5 - Page 32
Workflow
Workflow
Workflow
The
The workflow
workflowengine:
engine:
Moves
Moves orders
orders and
and lines
lines through
through their
their processing
processing
flow
flow
Sends
Sends notifications
notifications and
and notification
notification e-mails
e-mails
Maintains
Maintains aa history
history of
of activity
activity status
status
Detects
Detects error
error conditions
conditions
The
The workflow
workflowmonitor
monitor shows
shows the
the status
status of
of each
each order
order
and
and order
order line
line process
process in
in both
both list
list form
form and
and graphic
graphic
form.
form.
Manage Orders
Chapter 5 - Page 33
Notifications
Notifications
Notifications
Notifications
Notifications either
either alert
alert individuals
individuals to
to aa situation
situation
or
or ask
ask individuals
individuals to
to perform
performan
an action,
action, for
for
example,
example, an
an approval.
approval.
The
The workflow
workflowengine
engine sends
sends notifications
notifications to
to both
both
external
and
internal
individuals.
external and internal individuals.
When
When accessing
accessing your
your notifications,
notifications, you
you can:
can:
Specify
Specify criteria
criteria with
with which
which to
to search
search them,
them, for
for
example,
example, status,
status, type,
type, subject,
subject, sent,
sent, due,
due,
priority,
priority, ifif delegated.
delegated.
View
View the
the details
details of
of each
each notification.
notification.
if
if requested
requested by
by the
the notification,
notification, perform
performan
an
action,
action, for
for example,
example, reply
reply to
to the
the notification
notification or
or
forward
forward the
the notification
notification to
to another
another individual.
individual.
(N) WF Notification > (I) Flashlight > Find Notifications

(Help) (N) Oracle Order Management > Orders > Viewing Workflow
Statuses and Processes
Manage Orders
Chapter 5 - Page 34
Process Messages
Process
Process Messages
Messages
When
When errors
errors occur
occur during
during order
order processes,
processes, for
for
example,
example, order
order import
import and
and order
order booking,
booking, the
the
workflow
workflow engine
engine generates
generates messages.
messages.
View
all
of
your
messages
in
View all of your messages in the
the View
View Messages
Messages
window.
Use
the
Find
window
to
search
window. Use the Find window to search them.
them.
View
View the
the message
message details
details in
in the
the Process
Process Messages
Messages
window
windowand
and delete
delete them
themor
or forward
forward them.
them.
(N) Orders, Returns > Process Messages

(Help) (N) Oracle Order Management > Orders > Process Messages
Manage Orders
Chapter 5 - Page 35
Responding to Notifications
Responding
Responding to
to Notifications
Notifications
Order
entered
Notification sent: can order

continue in flow?
Reject
Order held
Approve
Order continues processing
Manage Orders
Chapter 5 - Page 36
Responding to Notifications
Responding
Responding to
to Notifications
Notifications
Processing
Processing constraints
constraints control
control who
who can
can move
move
orders
orders forward.
forward.
Click
Click one
one of
of the
the following
following manual
manual approval
approval actions
actions
to
move
orders
or
lines
forward:
to move orders or lines forward:
Progress
Progress Orders
Orders
Resume
Resume Workflow
WorkflowProcess
Process
Retry
Retry
Reassign
Reassign
Progress Orders button:

(N) Orders, Returns > Sales Orders > (B) Action > Eligible Activities
Resume Workflow Process button, Retry button, and Reassign
button:
(N) WF Notification > Worklist > <specific order> > Detailed
Notification
(Help) (N) Oracle Order Management > Orders > Holds > Process
Messages
Manage Orders
Chapter 5 - Page 37
Comparing Notifications and Holds

Comparing
Comparing Notifications
Notifications and
and Holds
Holds
Notifications
Notifications
Placed
Placed on
on order
order headers
headers and
and order
order lines
lines by
by
creating
creating processes
processes that
that stop
stop and
and send
send
notifications
notifications for
for action
action at
at certain
certain points.
points.
Removed
when
the
person
notified
Removed when the person notified responds
responds
to
to the
the notification.
notification.
Holds
Holds
Placed
Placed on
on order
order headers,
headers, order
order lines,
lines,
customers,
customers, sites,
sites, and
and items.
items.
Stop
Stop an
an order
order anywhere
anywhere in
in the
the order
order flow.
flow.
Removed
Removed manually
manually at
at any
any time
time or
or
automatically
automatically by
by setting
setting up
up aa hold
hold until
until
(expiration)
(expiration) date.
date.
Manage Orders
Chapter 5 - Page 38
Holds
Holds
Holds
System:
System:
GSA
GSA (USA
(USA General
General Services
Services Administration):
Administration):
Automatically
Automatically stops
stops order
order lines
lines on
on which
which aa
GSA
GSA customer
customer does
does not
not receive
receive the
the lowest
lowest
price
price for
for an
an item
item on
on all
all price
price lists.
lists.
Credit
Credit hold:
hold: Automatically
Automatically stops
stops orders
orders
exceeding
credit
limits.
exceeding credit limits.
User-defined:
User-defined:
Item
Item
Customer
Customer
Customer
Customer site
site
Combination
Combination
System Holds
GSA hold:
You control GSA pricing through profile options.
You must flag customers as GSA customers.
If an order violates the lowest available price requirement for a GSA
customer, the pricing engine generates an error message and places the
order on hold.
Automatic credit hold: To enable credit holds, you must enable credit checking
in all of the following forms:
Profile Class form, select Credit Check
Payment Terms form, select Credit Check
In the credit rules assigned to transaction types, select Credit Check
Manage Orders
Chapter 5 - Page 39
Applying Holds
Applying
Applying Holds
Holds
You
You can
can create
create holds
holds that:
that:
Use
Use either
either one
one or
or two
two criteria
criteria
Apply
Apply either
either to
to new
new or
or to
to existing
existing orders
orders or
or to
to
both
both types
types of
of orders
orders
To
To apply
apply holds,
holds, perform
perform one
one of
of the
the following:
following:
Navigate
Navigate (M)
(M) Tools
Tools and
and select
select Create
Create Holds
Holds
Source.
Source.
Click
Click Actions
Actions and
and select
select Apply
Apply Holds.
Holds.
Hold Criteria
Order
Customer
Customer site
Item
Manage Orders
Chapter 5 - Page 40
Apply a Hold to a Specific Order or Return Line

Apply
Apply a Hold
Hold to
to a
a Specific
Specific Order
Order or
or
Return
Return Line
Line
1.
1. In
In the
the Sales
Sales Orders
Orders window,
window, query
query the
the order
order or
or
return
return line
line that
that you
you want
want to
to hold.
hold.
2.
2. In
In the
the Line
Line Items
Items tabbed
tabbed region,
region, select
select the
the line
line you
you
want
to
hold.
want to hold.
3.
3. Click
Click Actions,
Actions, then
then select
select Apply
Apply Hold.
Hold.
4.
4. In
In the
the Apply
Apply Holds
Holds window,
window, Hold
Hold Name
Name tabbed
tabbed
region,
region, select
select Hold
Hold Name.
Name.
5.
5. Click
Click Apply
Apply Holds.
Holds.
(N) Orders, Returns > Sales Orders > (M) View > Query Enter, Run >
(M) Tools
> Create Hold Sources > Apply Hold
(Help) (N) Oracle Order Management > Orders > Holds > Applying
Holds
Manage Orders
Chapter 5 - Page 41
Apply Holds to Multiple Orders or Returns

Apply
Apply Holds
Holds to
to Multiple
Multiple Orders
Orders or
Returns
Returns
1.
1. In
In the
the Sales
Sales Orders
Orders window,
window, query
query orders
orders and
and
returns
returns from
from which
which to
to select
select for
for holds.
holds.
2.
2. Multi-select
Multi-select the
the orders
orders and
and returns
returns that
that you
you want
want
to
to hold.
hold.
3.
3. Click
Click Actions,
Actions, then
then select
select Apply
Apply Hold.
Hold.
4.
4. In
In the
the Apply
Apply Holds
Holds window,
window, select
select Hold
Hold Name,
Name,
select
select Hold
Hold Until
Until Date
Date (optional),
(optional), and
and enter
enter Hold
Hold
Comment
Comment (optional).
(optional).
5.
5. Click
Click Apply
Apply Holds.
Holds.
(N) Orders, Returns > Order Organizer > (B) Actions > (M) Apply
Holds > (B) Apply Holds
Holds
Manage Orders
Chapter 5 - Page 42
Apply a Hold to Multiple Order or Return Lines

Apply
Apply a Hold
Hold to
to Multiple
Multiple Order
Order or
or Return
Return
Lines
Lines
1.
1. In
In the
the Sales
Sales Orders
Orders window,
window, query
query your
your order
order or
or
return.
return.
2.
2. Select
Select the
the order
order or
or return
return and
and select
select Line
Line Items.
Items.
3.
3.
4.
4.
Multi-select
Multi-select the
the lines
lines you
you wish
wish to
to hold.
hold.
Click
Actions
and
select
Apply
Hold.
Click Actions and select Apply Hold. In
In the
the Apply
Apply
Holds
Holds window,
window, select
select Hold
Hold Name.
Name.
5.
5. Optionally,
Optionally, enter
enter Hold
Hold Until
Until Date
Date and
and Hold
Hold
Comment.
Comment.
(N) Orders, Returns >Sales Orders >(T) Line Items >(B) Actions >
Apply Holds
Holds
Manage Orders
Chapter 5 - Page 43
Apply a Hold to Multiple Order or Return Lines

Apply
Apply a Hold
Hold to
to Multiple
Multiple Order
Order or
or Return
Return
Lines
Lines
6.
6. To
To apply
apply the
the hold
hold to
to future
future order
order and
and return
return lines
lines
that
that meet
meet the
the hold
hold criteria,
criteria, select
select Hold
Hold Future
Future
Orders/Lines.
Orders/Lines.
7.
7. To
To apply
apply the
the hold
hold to
to current
current order
order and
and return
return lines
lines
that
meet
the
hold
criteria,
select
Hold
Current
that meet the hold criteria, select Hold Current
Orders/Lines.
Orders/Lines.
8.
8. Click
Click Apply
Apply Holds.
Holds.
Manage Orders
Chapter 5 - Page 44
Releasing Holds
Releasing
Releasing Holds
Holds
1.
1. In
In the
the Remove
Remove Holds
Holds window,
window, enter
enter your
your hold
hold
search
search criteria.
criteria.
2.
2. Select
Select the
the hold
hold you
you want
want to
to remove.
remove.
3.
3. Enter
Enter the
the release
release reason.
reason.
4.
Save
your
work.
4. Save your work.
(N) Orders, Returns > Order Organizer > (B) Actions > Release Holds
(Help) (N) Oracle Order Management > Orders > Holds > Releasing
Holds
Manage Orders
Chapter 5 - Page 45
Review Question
Review
Review Question
Question
A
A GSA
GSA hold
hold for
for best
best pricing
pricing for
for government
government
customers
customers is
is aa __________
__________ hold.
hold.
1.
1. Manual
Manual
2.
2. System
System
Manage Orders
Chapter 5 - Page 46
Review Question
Review
Review Question
Question
A
A GSA
GSA hold
hold for
for best
best pricing
pricing for
for government
government
customers
customers is
is aa __________
__________ hold.
hold.
1.
1. Manual
Manual
2.
2. System
System
Manage Orders
Chapter 5 - Page 47
Canceling Orders and Returns

Canceling
Canceling Orders
Orders and
and Returns
Returns
You
You can:
can:
Set
Set up
up constraints
constraints for
for cancellations
cancellations
Cancel
Cancel orders,
orders, returns
returns or
or individual
individual lines
lines
Cancel
Cancel orders
orders manually
manually via
via Order
Order Import
Import
Manage Orders
Chapter 5 - Page 48
Canceling Orders and Returns

Canceling
Canceling Orders
Orders and
and Returns
Returns
1.
1. In
In Order
Order Organizer,
Organizer, select
select the
the order.
order.
2.
2. Click
Click Actions
Actions and
and select
select Cancel
Cancel Order/Line.
Order/Line.
3.
3. Select
Select either
either Cancel
Cancel Selected
Selected Line/Orders
Line/Orders or
or
Cancel
Cancel Remaining
Remaining Lines.
Lines.
4.
4. Enter
Enter the
the cancellation
cancellation reason
reason in
in Reason.
Reason.
5.
5. Click
Click OK.
OK.
(N) Orders, Returns > Orders Organizer > (B) Actions > Cancel
Order/Line
> Cancel Orders > (B) OK
Manage Orders
Chapter 5 - Page 49
Canceling Order and Return Lines

Canceling
Canceling Order
Order and
and Return
Return Lines
Lines
1.
1. In
In Order
Order Organizer,
Organizer, select
select the
the order
order with
with the
the lines
lines
you
you wish
wish to
to cancel.
cancel.
2.
2. Click
Click Open
Open Orders
Orders and
and select
select Lines.
Lines.
3.
3. Highlight
Highlight the
the line
line you
you want
want to
to cancel.
cancel. If
If you
you want
want
to
cancel
a
partial
quantify,
changes
the
quantity.
to cancel a partial quantify, changes the quantity.
4.
4. Click
Click Actions
Actions and
and choose
choose Cancel
Cancel Order/Lines.
Order/Lines. The
The
Cancel
Orders
window
displays.
Cancel Orders window displays.
5.
5. Select
Select Cancel
Cancel Selected
Selected Lines/Orders
Lines/Orders and
and enter
enter the
the
cancellation
cancellation reason
reason in
in Reason.
Reason.
6.
6. Click
Click OK.
OK.
(N) Orders, Returns > Orders Organizer > (B) Open Orders > Sales
Orders
> (T) Lines > (B) Actions
Manage Orders
Chapter 5 - Page 50
Purging Orders
Purging
Purging Orders
Orders
Oracle
Oracle suggests
suggests that
that you
you back
back up,
up, archive,
archive, or
or
warehouse
warehouse your
your orders
orders before
before you
you purge
purge them.
them.
Before
Before you
you can
can purge
purge an
an order,
order, itit must:
must:
Be
Be closed
closed
Have
Have no
no open
open activity
activity associated
associated with
with itit
including:
including:
Work
Work orders
orders
Invoices
Invoices
Returns
Returns
Requisitions
Requisitions
(N) Orders, Returns > Order Purge > Order Purge Selection, then
Order Purge
(Help) (N) Oracle Order Management > Processes > Order Purge
Manage Orders
Chapter 5 - Page 51
Review Question
Review
Review Question
Question
It
It doesnt
doesnt matter
matter whether
whether you
you purge
purge or
or cancel
cancel orders
orders
for
it
is
the
same
function.
for it is the same function.
1.
1. True
True
2.
False
2. False
Manage Orders
Chapter 5 - Page 52
Review Question
Review
Review Question
Question
It
It doesnt
doesnt matter
matter whether
whether you
you purge
purge or
or cancel
cancel orders
orders
for
it
is
the
same
function.
for it is the same function.
1.
1. True
True
2.
False
2. False
Manage Orders
Chapter 5 - Page 53
Agenda
Agenda
Agenda
Objectives
Objectives
Viewing
Viewing orders,
orders, lines,
lines, and
and history
history
Changing
Changing orders
orders
Stopping,
Stopping, starting,
canceling, and
and purging
purging orders
orders
Summary
Summary
Manage Orders
Chapter 5 - Page 54
Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
howto:
to:
View
View orders
orders
Change
Change orders
orders
Stop,
Stop, start,
start, and
and cancel
cancel orders
orders
Describe
purging
orders
Describe purging orders
Manage Orders
Chapter 5 - Page 55
Setup & Implementation

Issues for Order Management
Chapter 6
Setup & Implementation Issues for Order Management

Chapter 6 - Page 1
Set Up & Implementation Issues for Order Management
Set
Set Up
Up &
& Implementation
Implementation Issues
Issues for
for Order
Order
Management
Management
Oracle
Oracle Order
Order Management
Management Release
Release 11i
11i

Chapter 6 - Page 2
Objectives
Objectives
Objectives
After
After completing
completing this
this course,
course, you
you should
should be
be able
able to
to
do
do the
the following:
following:
Discuss
Discuss installation
installation and
and user
user security
security
Describe
Describe the
the set
set up
up steps
steps
Identify
Identify upgrade
upgrade and
and implementation
implementation
considerations
considerations

Chapter 6 - Page 3
Agenda Overview
Agenda
Agenda Overview
Overview
Introduction
Introduction
Overview
Overview
Installation
Installation
Setup
Setup process
process
Upgrade
Upgrade and
and implementation
implementation
Summary
Summary

Chapter 6 - Page 4
Agenda
Agenda
Agenda
Introduction
Introduction
Overview
Overview
Installation
Installation
Setup
Setup process
process
Upgrade
Upgrade and
and implementation
implementation
Summary
Summary

Chapter 6 - Page 5

Using
Applications Help
Help
From
From any
any window
window within
within an
an Oracle
Oracle Application
Application select
select
Help>Window
Help>Window Help
Help from
from the
the menu
menu bar.
bar.
Oracle
Oracle Applications
Applications Help
Help displays
displays detailed
detailed
information
about
the
window
information about the windowyou
you opened,
opened,
including
including step-by-step
step-by-step instructions
instructions for
for entering
entering
information
information in
in each
each field
field in
in the
the window.
window.
Note
Note The
The Library
Library topic
topic contains
contains help
helpfor
for products.
products.

Chapter 6 - Page 6
Searching Oracle Applications Help

Searching
Searching Oracle
Oracle Applications
Applications Help
Help
1.
1. From
From any
any window
windowwithin
within an
an Oracle
Oracle Application
Application
select
select Help>Window
Help>WindowHelp
Help from
fromthe
the menu
menu bar.
bar.
2.
2. The
The Oracle
Oracle Applications
Applications Help
Help window
window is
is displayed.
displayed.
3.
3. Enter
Enter your
your search
search criteria,
criteria, enclosed
enclosed within
within
quotation
quotation marks,
marks, in
in the
the Find
Find field
field and
and click
click Find.
Find.
4.
4. Click
Click aa topic
topic to
to view
view detailed
information.
Note
Note Click
Click Search
SearchInstructions
Instructions for
for help
help when
when searching
searching Oracle
Oracle
Applications
Applications Help.
Help.

Chapter 6 - Page 7
Resources
Resources
Resources
Documentation:
Documentation: http://www.oracle.com/support/
http://www.oracle.com/support/
elec_sup/index.html:
elec_sup/index.html:
Order
Order Management
Management Users
Users Guide
Guide (A77028)
(A77028)
Order
Order Management
Management Technical
Technical Reference
Reference
Manual
Manual (A83739)
(A83739)
Oracle
Oracle Manufacturing
Manufacturing APIs
APIs &
& Open
Open Interfaces
Interfaces
Manual
Manual (A83746)
(A83746)
Oracle
Oracle Shipping
Shipping Execution
Execution Users
Users Guide
Guide
(A77030)
(A77030)
Oracle
Oracle Pricing
Pricing Users
Users Guide
Guide (A77032)
(A77032)
Oracle
Oracle Applications
Applications Implementation
Wizard
Users
Users Guide
Guide (A81178)
(A81178)

Chapter 6 - Page 8
Resources
Resources
Resources
Oracle
Oracle System
System Administrators
Administrators Users
Users Guide
Guide
(A75396)
(A75396)
Oracle
Oracle Workflow
Workflow Guide
Guide (A75397)
(A75397)
News
News Group:
Group: APPSNET.oracle.com
APPSNET.oracle.com

Chapter 6 - Page 9
Agenda
Agenda
Agenda
Introduction
Introduction
Overview
Overview
Installation
Installation
Setup
Setup process
process
Upgrade
Upgrade and
and implementation
implementation
Summary
Summary

Chapter 6 - Page 10
Overview: Order Management Suite

Overview:
Overview: Order
Order Management
Management Suite
Suite
Basic
Basic suite
suite
Order
Order Management
Management
Shipping
Shipping Execution
Execution
Pricing:
Basic
Pricing: Basic functionality
functionality
Additional
license
Additional license
Pricing:
Pricing: Advanced
Advanced functionality
functionality
Configurator
Configurator

Chapter 6 - Page 11
Overview: Order Management

Overview:
Overview: Order
Order Management
Management
The
The process
process of:
of:
Capturing
Capturing customer
customer orders
orders
Providing
Providing fulfillment
fulfillment information
information
Delivering
Delivering products
products and
and services
services
Supports
Supports the
the following
following e-business
e-business needs:
needs:
High
High volume
volume transactions
transactions
Customer
Customer self
self service
service
Web
based
collaboration
Web based collaboration
Service-based
Service-based offerings
offerings
Changing
Changing business
business conditions
conditions

Chapter 6 - Page 12
Overview: Order Management Integration Points
Overview:
Overview: Order
Order Management
Management Integration
Integration Points
Points
GL
Inventory
Interface
Oracle
Receivables
Invoice Interface
Oracle
Inventory
Move Orders,
Pick Release,
Pick Confirm Pick/Ship
APIs
Scheduling/
Sourcing API
Process Order API
Invoice
Customer
Order Import,
Process Order AP
Standard
Order
Process
Book
Order
Inventory
Schedule
Enter Order
Integration Points
Order Import: Brings in legacy orders, Inbound EDI, Internal Orders
from PO, note: validations are done by the Process Order API.
e-Commerce Gateway: Sends outbound EDI transactions 855 (Purchase
Order Acknowledgment) and 865 (PO Change Acknowledgment).
Purchase Release: Communicates externally sourced items from Order
Management to PO via Purchase Release API which feeds the Purchase
Release Interface.
Invoice Interface: Sends invoice and credit memo information.
Inventory Interface: Decrements inventory quantities at ship confirm.
Shipping Interface (External Systems): Accepts inbound disposition of
deliveries, transportation plans and more from other systems.
Shipping Execution: Communicates sales order line information.
Configurator: Inserts order lines from the configuration.
Customer Relationship Management: Accepts orders and order lines from
Order Capture for TeleSales, iService, and other modules. Order
Management calls Customer Relationship Management to pass
installation information.
Pricing: Inserts order lines for free goods and promotions.
Release Management: Processes orders and order lines.
Shipping Execution: Sends freight cost, quantities, ship method and other
information.

Chapter 6 - Page 13
Configure to Order: Sends the configured item number.

c-Commerce Gateway: Accepts order information from Process Order
API via the Order Import. Sends order information through Order Import
to the Process Order API.
Pricing: Prices and reprices the order lines.
Shipping Execution: Sends information required to create the cost of
goods sold account.
Shipping Execution: Sends inbound and outbound requests for booked,
shippable lines.
Advanced Planning and Scheduling: Sends scheduling and sourcing
requests.
Configure to Order: Sends request to create configuration, create work
order.
Customer Relationship Management: Validates i-Payment information.
Configurator: Validates configurations.
Purchasing: Sends cost of goods sold for drop shipments.
Purchasing: Sends externally sourced line information via the Purchase
Release Interface.
Purchasing: Sends changes to internal orders.
Purchasing: Updates return material authorization quantities received.

Chapter 6 - Page 14
Agenda
Agenda
Agenda
Introduction
Introduction
Overview
Overview
Installation
Installation
Setup
Setup process
process
Upgrade
Upgrade and
and implementation
implementation
Summary
Summary

Chapter 6 - Page 15
Installation: Process
Installation:
Installation: Process
Process
You
You can
can install
install the
the Order
Order Management
Management Suite
Suite using:
using:
The
The standard
standard installation
installation process
process
The
The Application
Application Installation
Installation Wizard
Wizard (AIW)
(AIW) setup
setup
tool
tool
AutoInstall
During Order Management AutoInstall, manually select Shipping to insure that
the application generates shipping forms and reports.

Chapter 6 - Page 16
Installation: Order Management and Shipping

Execution
Installation:
Installation: Order
Order Management
Management and
and
Shipping
Shipping Execution
Execution
Sold
Sold together
together
Installed
Installed together
together
No
No new
newfeatures
features of
of R11i
R11i Order
Order Management
Management or
or
Shipping
Execution
have
been
Shipping Execution have been backported
backported to
to R11
R11
Order
Order Entry
Entry (OE)
(OE) or
or its
its earlier
earlier versions.
versions.

Chapter 6 - Page 17
Installation: Order Management and Pricing

Installation:
Installation: Order
Order Management
Management and
and
Pricing
Pricing
Basic
Basic pricing
pricing functionality
functionality included
included with
with Order
Order
Management
Management
Registered
Registered as
as Shared
Shared
For
For advanced
advanced pricing
pricing functionality,
functionality, separately
separately
license
license Oracle
Oracle Pricing
Pricing

Chapter 6 - Page 18
Installation: Order Management and Configurator

Installation:
Installation: Order
Order Management
Management and
and
Configurator
Configurator
Basic
Basic configurator
configurator functionality
functionality included
included with
with
Order
Management
Order Management
Registered
Registered as
as Shared
Shared
For
For advanced
advanced configurator
configurator functionality,
functionality,
separately
separately license
license Oracle
Oracle Configurator
Configurator

Chapter 6 - Page 19
Installation: Components
Installation:
Installation: Components
Components
Release
Release 11i
11i CD
CDPack
Pack
Check
Check Oracle
Oracle Metalink
Metalink for
for current
current patching
patching and
and
installation
installation information.
information.
http://oracle.com/support/metalink/index.html?
http://oracle.com/support/metalink/index.html?
content.html
content.html

Chapter 6 - Page 20
Agenda
Agenda
Agenda
Introduction
Introduction
Overview
Overview
Installation
Installation
Setup
Setup process
process
Upgrade
Upgrade and
and implementation
implementation
Summary
Summary

Chapter 6 - Page 21
Setup Processes
Setup
Setup Processes
Processes
System
System administration
administration
Flexfields
Flexfields
Inventory
Inventory
Profile
Profile options
options
System
System parameters
parameters
Quickcodes
Quickcodes
Customers
Customers
Credit
Credit checking
checking rules
rules
Salespersons
Salespersons
Tax
Tax

Chapter 6 - Page 22
Setup Processes
Setup
Setup Processes
Processes
Invoicing
Invoicing
Workflow
Workflow
Order
Order import
import sources
sources
Processing
constraints
Units
Units ff measure
measure
Item
Iteminformation
information
Items
Items
Cross-references
Cross-references
Configurations
Configurations
Defaulting
Defaulting rules
rules

Chapter 6 - Page 23
Setup Processes
Setup
Setup Processes
Processes
Document
Document sequences
sequences
Transaction
Transaction types
types
Cost
Cost of
of goods
goods sold
sold
Workflow
Workflow
Holds
Holds
Attachments
Attachments
Pricing
Pricing
Shipping
Shipping

Chapter 6 - Page 24
Setup Process: System Administration

Setup
Setup Process:
Process:
System
System Administration
Administration
Establish
Establish security
security
Define
Define users
users and
and responsibilities
responsibilities
Configure
Configure self-service
self-service applications
applications to
to use
use with
with
Order
Order Management
Management
Set
Set system
systemparameters
parameters
Define
Define system
system variables:
variables:
Printers
Printers
Help
Help
Concurrent
Concurrent program
programscheduling
scheduling

Chapter 6 - Page 25
Setup Process: Flexfields

Setup
Setup Process:
Process:
Flexfields
Flexfields
Define
Define key
key and
and descriptive
descriptive flexfields
flexfields to
to capture
capture
additional
additional information
information about
about orders
orders and
and
transactions,
transactions, for
for example:
example:
Industry
Attribute
Industry Attribute
Pricing
Pricing Attribute
Attribute
Define
Define many
many order
order management
management key
key flexfields
flexfields in
in
other
other applications,
applications, for
for example,
example, Oracle
Oracle General
General
Ledger,
Ledger, Oracle
Oracle Receivables,
Receivables, and
and Oracle
Oracle Inventory.
Inventory.
24
(N) Oracle Order Management > Setup > Financials > Flexfields > Key
> Segments
(N) Oracle Order Management > Setup > Financials > Flexfields >
Descriptive > Segments
(Help) Oracle Order Management > Setting Up > Oracle Order
Management Recommended Setup > Step 1
Attribute Examples
Industry Attribute: Industry-specific information for items on orders
Pricing Attribute: Modifies item price without requiring a new item number.

Chapter 6 - Page 26
Setup Process: Inventory

Setup
Setup Process:
Process:
Inventory
Inventory
Define:
Define:
Inventory
Inventory organizations
organizations (warehouses)
(warehouses)
Master
organization
Master organization
Organization
Organization parameters
parameters
Subinventories
Subinventories
Picking
Picking rules
rules

Chapter 6 - Page 27
25
Setup Process: Inventory

Setup
Setup Process:
Process:
Inventory
Inventory
Use
Use the
the Defining
Defining ATP,
ATP, Pick,
Pick, Item-Sourcing
Item-Sourcing process
process to
to
define
define picking
picking defaults.
defaults.
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
(N) Oracle Inventory > Setup > Organizations > Organizations

Management Recommended Setup > Steps 2 & 3

Chapter 6 - Page 28
Setup Process: Profile Options

Setup
Setup Process:
Process:
Profile
Profile Options
Options
Specify:
Specify:
Implementation
Implementation parameters
parameters
Processing
Processing options
options
System
System options
options

Chapter 6 - Page 29
27
Setup Process: Profile Options

Setup
Setup Process:
Process:
Profile
Profile Options
Options
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about Order
Order
management
management profile
profile options.
options.
(N) Oracle Order Management > Setup > Profiles

(N) Oracle Applications Object Library > Profiles > System

Chapter 6 - Page 30
Setup Process: System Parameters

Setup
Setup Process:
Process:
System
System Parameters
Parameters
Define
Define inventory
inventory validation
validation organization:
organization: Used
Used to
to
validate
items
validate items
In
In single
single organization
organization setup,
setup, use
use the
the inventory
inventory
master
master organization.
organization.
In
In aa multi-organization
multi-organization setup,
setup, use
use an
an
organization
organization within
within the
the set
set of
of books
books and
and not
not
the
the inventory
inventory master
master organization.
organization.
Define
Define the
the operating
operating unit:
unit: Controls
Controls transaction
transaction
processing
information
based
upon
processing information based upon legal
legal entities
entities
29
Item Validation
The OE: Item Validation Organization profile option does not exist. Set the
item validation organization in the System Parameters window. To use an
item on an order or return, it must be active order management enabled in the
item validation organization.
The validation process checks some attributes against the validation
organization and others against the shipping warehouse of the order line.
The recommendation for multi-organization item validation setup relates to
tax. In the Receivables system options, you can default the tax code from the
item which differs from one set of books to another.

Chapter 6 - Page 31
Setup Process: System Parameters

Setup
Setup Process:
Process:
System
System Parameters
Parameters
Use
Use the
the Enabling
Enabling Parameters
Parameters process
process to
to define
define the
the
item
item validation
validation organization.
organization.
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
(N) Oracle Order Management > Setup > Parameters


Chapter 6 - Page 32
Setup Process: Quickcodes

Setup
Setup Process:
Process:
Quickcodes
Quickcodes
Define
Define quickcodes
quickcodes and
and group
group then
then by
by type
type to
to provide
provide
organization
unique
values,
for
example:
organization unique values, for example:
Agreement
Agreement types
types
Cancellation
Cancellation reasons
reasons
Credit
Credit cards
cards
Freight
Freight terms
terms
Hold
Hold types
types
Note
Note usage
usage
Release
Release reasons
reasons
Sales
Sales channels
channels
Shipment
Shipment priorities
priorities
31
Quickcodes
Quickcodes listed above are not unique to Order Management. For example:
Credit Card Types is a Receivables quickcode
Shipment Priorities is a Shipping Execution quickcode

Chapter 6 - Page 33
Setup Process: Quickcodes

Setup
Setup Process:
Process:
Quickcodes
Quickcodes
Use
Use the
the Defining
Defining Order
Order Management
Management QuickCodes
QuickCodes
process
process to
to create
create order
order management
management lookup
lookup codes.
codes.
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
(N) Oracle Order Management> Setup > Quickcodes > Order

Management

Chapter 6 - Page 34
Setup Process: Customers

Setup
Setup Process:
Process:
Customers
Customers
Define
Define the
the following
following customer
customer information:
information:
Classes
Classes
Profile
Profile classes
classes
Customers
Customers
Locations
Locations
Ship-to
Ship-to addresses
addresses
Bill-to
Bill-to addresses
addresses
Contacts
Contacts
33

Management Recommended Setup > Steps 17 & 18

Chapter 6 - Page 35
Setup Process: Credit Checking Rules

Setup
Setup Process:
Process:
Credit
Credit Checking
Checking Rules
Rules
Credit
Credit checking
checking includes:
includes:
Validating
Validating that
that orders
orders can
can continue
continue processing
processing
Notifying
Notifying appropriate
appropriate parties
parties of
of credit
credit holds
holds
Releasing
credit
holds
and
approving
orders
Releasing credit holds and approving orders
Reporting
Reporting and
and querying
querying tools
tools to
to verify
verify the
the hold
hold
processing
processing

Chapter 6 - Page 36
34

Setup
Setup Process:
Process:
Credit
Credit Checking
Checking Rules
Rules
You
You can
can define
define unlimited
unlimited credit
credit checking
checking rules.
rules.
For
For each
each rule:
rule:
Specify
Specify aa currency
currency
Assign
Assign it
it to
to an
an order
order type
type
Credit
Credit rules
rules can
can include
include or
or exclude
exclude some
some or
or all:
all:
Open
Open accounts
accounts receivable
receivable balances
balances
Uninvoiced
Uninvoiced orders
orders

Chapter 6 - Page 37
35

Setup
Setup Process:
Process:
Credit
Credit Checking
Checking Rules
Rules
Use
Use the
the following
following processes
processes to
to define
define credit
credit checking
checking
rules:
rules:
Defining
Defining Credit
Credit Check
Check Rules
Rules
Defining
Defining Sales
Sales Credit
Credit Types
Types
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Help
for
information
Applications Help for information about
about performing
performing
the
the process.
process.
(N) Oracle Order Management > Setup > Rules > Credit

Chapter 6 - Page 38
Setup Process: Salespersons

Setup
Setup Process:
Process:
Salespersons
Salespersons
Salespersons
Salespersons information
information includes:
includes:
Territory
Territory
Account
Account numbers
numbers
Sales
credit
Sales credit type
type (quota
(quota and
and non-quota
non-quota
amount)
amount)
You
You assign
assign salespersons
salespersons to:
to:
Customers
Customers
Customer
Customer ship-to
ship-to sites
sites
Customer
Customer bill-to
bill-to sites
sites

Chapter 6 - Page 39
37
Setup Process: Salespersons

Setup
Setup Process:
Process:
Salespersons
Salespersons
Use
Use the
the Salespersons
Salespersons process
process to
to set
set up
up salespersons
salespersons
and
and assign
assign sales
sales territories.
territories.
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
(N) Oracle Order Management > Setup > Sales > Salesperson

Chapter 6 - Page 40
Setup Process: Tax

Setup
Setup Process:
Process:
Tax
Tax
You
You can
can use
use the
the following
following tax
tax schemes:
schemes:
Value
Value added
added tax
tax
U.S.
U.S. sales
sales tax
tax
Canadian
sales
Canadian sales tax
tax

Chapter 6 - Page 41
39
Setup Process: Tax

Setup
Setup Process:
Process:
Tax
Tax
In
In general,
general, you
you set
set up
up the
the following
following entities:
entities:
Tax
Tax method
method
Tax
Tax codes
codes and
and exemptions
exemptions
Tax
Tax locations
locations
Tax
Tax rates
rates and
and exemptions
exemptions
Tax
Tax groups
groups
Tax
Tax lookups
lookups
Tax
Tax preferences
preferences
Profile
Profile options
options
System
System parameters
parameters

Chapter 6 - Page 42
40
Setup Process: Tax

Setup
Setup Process:
Process:
Tax
Tax
You
You typically
typically assign
assign tax
tax information
information to:
to:
Customers
Customers
Customer
Customer sites
sites
Items
Items
Transaction
Transaction types
types

Chapter 6 - Page 43
41
Setup Process: Tax

Setup
Setup Process:
Process:
Tax
Tax
Use
Use separate
separate processes
processes to
to implement
implement each
each of
of the
the tax
tax
schemes.
schemes.
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
these
these processes.
processes.
(N) Oracle Order Management > Setup > Tax > Codes

Chapter 6 - Page 44
Setup Process: Invoicing

Setup
Setup Process:
Process:
Invoicing
Invoicing
Invoicing
Invoicing rules:
rules: Accounting
Accounting period
period in
in which
which
receivable
receivable amount
amount recorded
recorded recorded
recorded
Invoice
Invoice sources:
sources: Control
Control transaction
transaction type
type and
and
numbering
of
invoices
numbering of invoices
Accounting
Accounting rules:
rules: Accounting
Accounting period
period in
in which
which
revenue
revenue distributions
distributions recorded
recorded
Territories:
Territories: Geographical
Geographical areas
areas assigned
assigned to
to
customers,
customers, salespersons,
salespersons, invoices,
invoices, and
and
commitments
commitments
Autoaccounting
Autoaccounting parameters:
parameters: Assignment
Assignment of
of general
general
ledger
accounts
ledger accounts
Payment
Payment terms
terms

Chapter 6 - Page 45
43
Setup Process: Invoicing

Setup
Setup Process:
Process:
Invoicing
Invoicing
Use
Use separate
separate processes
processes to
to implement
implement each
each of
of the
the
types
of
invoicing
information.
types of invoicing information.
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Help
for
information
about performing
performing
these
these processes.
processes.
(N) Oracle Order Management > Setup > Orders > Payment Terms
(N) Oracle Receivables > Setup > Transactions > Accounting Rules
(N) Oracle Receivables > Setup > Transactions > AutoAccounting
(N) Oracle Order Management > Setup > Sales > Territories
(Help) Oracle Receivables > Setting Up > Setup Checklist

Chapter 6 - Page 46
Setup Process: Workflow

Setup
Setup Process:
Process:
Workflow
Workflow
Workflow
Workflowreplaces
replaces Order
Order Entry
Entry order
order cycles.
cycles.
Order
Order Management
Management has
has seeded
seeded order
order processing
processing
workflows
corresponding
to
some
common
workflows corresponding to some common order
order
flows.
flows.
Review
Review the
the seeded
seeded order
order processing
processing workflows
workflows as
as
the
the first
first step
step in
in developing
developing processes
processes that
that meet
meet
your
your business
business needs.
needs.

Chapter 6 - Page 47
45

Setup
Setup Process:
Process:
Workflow
Workflow
Header
Header level
level seeded
seeded workflows:
workflows:
Order
Order Flow-Generic
Flow-Generic
Order
Flow-Generic
Order Flow-Generic with
with Header
Header Level
Level Invoicing
Invoicing
Order
Order Flow-Return
Flow-Return with
with Approval
Approval
46
Launching Order Header Workflow Processes

When you save the order header, the process launches a workflow unique to the
order header based on order type.

Chapter 6 - Page 48

Setup
Setup Process:
Process:
Workflow
Workflow
Line
Line level
level seeded
seeded workflows
workflows ::
Line
Line Flow-ATO
Flow-ATO Item
Item
Line
Flow-ATO
Model
Line Flow-ATO Model
Line
Line Flow-Configuration
Flow-Configuration
Line
Line Flow-Configuration
Flow-Configuration w/authorization
w/authorization to
to Ship
Ship
Line
Line Flow-Generic
Flow-Generic
Line
Line Flow-Generic
Flow-Generic with
with authorization
authorization to
to Ship
Ship
Line
Line Flow-Generic
Flow-Generic with
with Header
Header Level
Level Invoicing
Invoicing
47
Launching Order Line Workflow Processes

When you save the order line, the process launches a workflow unique to the
order line based on order type, item type, and line type.

Chapter 6 - Page 49

Setup
Setup Process:
Process:
Workflow
Workflow
Line
Line Flow-Generic,
Flow-Generic, Bill
Bill Only
Only
Line
Line Flow-Generic,
Flow-Generic, Ship
Ship Only
Only
Line
FlowStandard
Service
Line Flow- Standard Service
Line
Line FlowFlow- Return
Return for
for Credit
Credit only
only
Line
Return for
for Credit
Credit with
with Approval
Approval
Line
Return for
for Credit
Credit with
with Receipt
Receipt
Line
Return for
for Credit
Credit with
with Receipt
Receipt &
&
Approval
Approval

Chapter 6 - Page 50
48

Setup
Setup Process:
Process:
Workflow
Workflow
Use
Use processes
processes to:
to:
Review
Review seeded
seeded order
order and
and line
line workflows
workflows
Define
Define new
new order
order and
and line
line workflows
workflows
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Help
for
information
about performing
performing
these
these processes.
processes.
(Help) Start > Programs > Workflow Builder


Chapter 6 - Page 51
Setup Process: Order Import Sources

Setup
Setup Process:
Process:
Order
Order Import
Import Sources
Sources
Define
Define sources
sources from
from which
which you
you import:
import:
Historical
Historical orders
orders
Orders
from
Orders from other
other quote
quote and
and sales
sales systems
systems
Order
Order changes
changes

Chapter 6 - Page 52
50
Setup Process: Order Import Sources

Setup
Setup Process:
Process:
Order
Order Import
Import Sources
Sources
Use
Use the
the Defining
Defining Order
Order Import
Import Sources
Sources process
process to
to
define
define order
order import
import sources.
sources.
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
(N) Setup > Orders > Import Sources


Chapter 6 - Page 53
Setup Process: Processing Constraints

Setup
Setup Process:
Process:
Processing
Constraints
Define
Define processing
constraints to:
to:
Prevent
Prevent users
users from
from adding,
adding, updating,
updating, and
and
deleting
order
information
deleting order information
Prevent
Prevent splitting
splitting lines
lines
Prevent
Prevent orders
orders and
and return
return cancellations
cancellations
beyond
beyond certain
certain order
order stages
stages

Chapter 6 - Page 54
52

Setup
Setup Process:
Process:
Processing
Constraints
Rules
Rules that
that control
control order
order changes:
changes:
Who
Who can
can make
make changes:
changes: Responsibility
Responsibility
At
At what
what point
point in
in the
the process:
process: Workflow
Workflow activity
activity
Dependent
on
values,
for
example,
Order
Dependent on values, for example, Order Type
Type
Seeded
Seeded constraints
constraints protect
protect data
data integrity,
integrity, for
for
example,
example, forbid
forbid invoice
invoice price
price different
different from
fromorder
order
price
price
You
You can
can create
create custom
custom constraints.
constraints.
Can
give
custom
message
Can give custom message specific
specific to
to business
business
53
Processing constraints give you rather then the order management processing
the ability to state who performs certain functions of your business process.
The Process Order application program interface applies your processing
constraints.
Messages
You create messages in the Processing Constraints form, Conditions Tab that
display on the screen in response to a processing constraint violation. The
message begins with You are not allowed to <operation> <attribute> because.
In our example it would read: You are not allowed to update ship to
because..

Chapter 6 - Page 55

Setup
Setup Process:
Process:
Processing
Constraints
Rules
Rules that
that control
control order
order changes:
changes:
Who
Who can
can make
make changes:
changes: Responsibility
Responsibility
At
At what
what point
point in
in the
the process:
process: Workflow
Workflow activity
activity
Dependent
on
values,
for
example,
Order
Dependent on values, for example, Order Type
Type
Seeded
Seeded constraints
constraints protect
protect data
data integrity,
integrity, for
for
example,
example, forbid
forbid invoice
invoice price
price different
different from
fromorder
order
price
price
You
You can
can create
create custom
custom constraints.
constraints.
Can
give
custom
message
Can give custom message specific
specific to
to business
business

Chapter 6 - Page 56
54

Setup
Setup Process:
Process:
Processing
Constraints
Set
Set up
up processing
constraints for:
for:
Entities
Entities
Operations
Operations
Processing Constraint Analysis

To devise processing constraints:
Choose an entityroughly corresponds to a table or form
Determine:
The operation (action) that you want to constrain
The condition (situation) in which the constraint applies
Who (responsibility) is restricted by the constraint
The entities are:
Order Header
Order Line
Order Sales Credit
Line Sales Credit
Order Price Adjustment
Line Price Adjustment
The operations are:
Create
Update
Delete
Cancel
Split

Chapter 6 - Page 57
55

Setup
Setup Process:
Process:
Processing
Constraints
Create
Create multiple
multiple conditions:
conditions:
AND:
AND: Conditions
Conditions with
with the
the same
same group
group number
number
OR:
OR: Conditions
Conditions with
with different
different group
group numbers
numbers
Create
error
message
Create error message
56
Conditions
Following are parts of a condition:
Scope: All or Any
Validation entity
Record set
Validation template.
For example, for the condition If any sales order line in an arrival set has a
status of ship confirmed, you may not update the ship, set up:
Scope: Any
Validation entity: Sales order line
Record set: Arrival Set
Validation template: Ship Confirmed
If you use scope All, the condition becomes If all sales order lines in an
arrival set have a status of ship confirmed.

Chapter 6 - Page 58

Setup
Setup Process:
Process:
Processing
Constraints
Assign
Assign the
the responsibilities
responsibilities that
that are
are subject
subject to
to the
the
constraint:
constraint:
All:
All: Constraint
Constraint applies
applies to
to all
all responsibilities
responsibilities
Authorized:
Authorized: These
These responsibilities
responsibilities can
can make
make the
the
change
change
Constrained:
Constrained: These
These responsibilities
responsibilities cannot
cannot make
make
the
the change
change
57
Processing Constraint Applicability

Restrict by authorized responsibilities when you have a few users for whom this
rule does not apply. For example, use authorized if you want a constraint that only
a super user responsibility can change the ship to on sales order lines that are ship
confirmed.

Chapter 6 - Page 59

Setup
Setup Process:
Process:
Processing
Constraints
Define
Define validation
validation templates
templates
If
If want
want to
to apply
apply processing
constraints to
to certain
certain
orders
or
lines,
you
specify
in
the
validation
orders or lines, you specify in the validation
templates
templates the
the criteria
criteria that
that the
the constraint
constraint process
process
uses
uses to
to select
select the
the correct
correct orders
orders and
and lines.
lines.
Oracle
Oracle provides
provides seeded
seeded validation
validation templates,
templates,
for
for example,
example, Ship
Ship Confirmed
Confirmed
You
You can
can create
create custom
custom record
record sets
sets
58
Validation Templates
You use validation templates when you set up processing constraints.
For example, in the constraint If any sales order line in an arrival set has a status
of ship confirmed, then update of the ship to is not allowed, ship confirmed
corresponds to the validation template.
You can base validation templates on:
The status of a workflow activity
The value of a field in a table
An existing PL/SQL package
A PL/SQL package that you write

Chapter 6 - Page 60

Setup
Setup Process:
Process:
Processing
Constraints
Define
Define record
record sets
sets of
of definitions
definitions for
for processing
processing
constraints.
constraints.
Record
Record sets
sets are
are groups
groups of
of related
related records:
records:
Oracle
provides
seeded
record
Oracle provides seeded record sets,
sets, for
for
example,
Lines
on
an
Order
and
example, Lines on an Order and Lines
Lines in
in aa Set
Set
You
You can
can custom
custom record
record sets,
sets, for
for example,
example,
Orders
Orders For
For aa Customer
Customer
59
Record Sets
You use record sets when you set up processing constraints form. For example, in
the constraint If any sales order line in an arrival set has a status of ship
confirmed, then update of the ship to is not allowed, arrival set corresponds to
the record set.
Other seeded record sets are:
Configuration
Line
Order
Ship Set
Arrival Set
Fulfillment Set

Chapter 6 - Page 61

Setup
Setup Process:
Process:
Processing
Constraints
Use
Use the
the following
following processes
processes to
to define
define processing
processing
constraints:
constraints:
Defining
Defining Processing
Constraints
Defining
Defining Validation
Validation Templates
Templates
Defining
Record
Sets
Defining Record Sets
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
(N) Setup > Rules > Security > Processing Constraints

(N) Setup > Rules > Security > Generate Constraints Package
(N) Setup > Rules > Security > Validation Templates
(N) Setup > Rules > Records Sets

Chapter 6 - Page 62
Setup Process: Units of Measure

Setup
Setup Process:
Process:
Units
Units of
of Measure
Measure
Define
Define selling
selling units
units of
of measures
measures
Assign
Assign them
them to
to unit
unit of
of measure
measure classes
classes
61
Units of Measure
If you have set up units of measure, you may not need to perform this step.

Chapter 6 - Page 63
Setup Process: Units of Measure

Setup
Setup Process:
Process:
Units
Units of
of Measure
Measure
Use
Use the
the following
following processes
processes to
to implement
implement units
units of
of
measure:
measure:
Defining
Defining Unit
Unit of
of Measure
Measure Classes
Classes
Defining
Defining Units
Units of
of Measure
Measure
Defining
Unit
of
Measure
Defining Unit of Measure Conversions
Conversions
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
these
these processes.
processes.
(N) Oracle Order Management > Setup > UOM > Units
(N) Oracle Order Management > Setup > UOM > Classes
(N) Oracle Inventory > Setup > Units of Measure > Classes

Chapter 6 - Page 64
Setup Process: Item Information

Setup
Setup Process:
Process:
Item
Item Information
Information
Define
Define general
general item
iteminformation:
information:
Item
Item attribute
attribute controls:
controls: Attribute
Attribute control
control
centralized
or
decentralized
centralized or decentralized
Item
Item categories:
categories: Group
Group items
items for
for various
various reports
reports
and
and programs
programs
Category
Category sets:
sets: Groups
Groups of
of item
itemcategories
categories
Item
Item statuses:
statuses: Controls
Controls item
item functionality
functionality
63
Item Information
Item attribute controls: For example, if the item is purchasable, orderable, and
transactable
Item categories and order categories allow alternate processing within Order
Management. For example, you can change price list prices by category set.
Item statuses allow control certain item attribute updates and control
functionality by status assignment to items.

Chapter 6 - Page 65
Setup Process: Item Information

Setup
Setup Process:
Process:
Item
Item Information
Information
Use
Use the
the following
following processes
processes to
to define
define item
item
information:
information:
Defining
Defining Item
Item Attribute
Attribute Controls
Controls
Defining
Defining Categories
Categories
Defining
Item
Defining Item Status
Status Codes
Codes
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
these
these processes.
processes.
(N) Oracle Inventory > Setup > Items > Attribute Controls
(N) Oracle Inventory > Setup > Categories > Category Sets
(N) Oracle Inventory > Setup > Categories > Category Codes
(N) Oracle Inventory > Setup > Categories > Default Category Sets
(N) Oracle Inventory > Setup > Categories > Category Accounts
(N) Oracle Inventory > Setup > Items > Status Codes

Chapter 6 - Page 66
Setup Process: Items

Setup
Setup Process:
Process:
Items
Items
Define
Define the
the items
items that
that you
you sell,
sell, including:
including:
End
End items
items
Configuration
Configuration items
items
Container
Container items
items
Forecasting
Forecasting product
product families
families

Chapter 6 - Page 67
65

Setup
Setup Process:
Process:
Items
Items
Set
Set up
up cost
cost of
of goods
goods sold
sold accounts
accounts
Assign
Assign cost
cost of
of goods
goods sold
sold accounts
accounts to:
to:
Organizations
Organizations
Items
Items

Chapter 6 - Page 68
66

Setup
Setup Process:
Process:
Items
Items
Use
Use various
various processes
processes to
to define
define items.
items.
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
these
these processes.
processes.
(N) Oracle Order Management > Items > Master Items

Management Recommended Setup > Step 15 & 22

Chapter 6 - Page 69
Setup Process: Cross References

Setup
Setup Process:
Process:
Cross
Cross References
References
Use
Use item
item cross
cross references
references to
to order
order by:
by:
Customer
Customer part
part number
number
Universal
product
Universal product code
code
Any
Any generic
generic item
item number
number
68
Item Cross Referencing

You can use any cross reference that you set upfor example, UPC, EAN, or
ISBN numberseither when entering order lines through the forms or through
the order import. Specify any of the following item identifiers:
Generic
Customer Item
Site

Chapter 6 - Page 70
Setup Process: Cross References

Setup
Setup Process:
Process:
Cross
Cross References
References
Use
Use the
the following
following processes
processes to
to define
define item
item cross
cross
references:
references:
Defining
Defining Customer
Customer Item
ItemCross
Cross References
References
Defining
Defining Cross
Cross Reference
Reference Types
Types
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Help
for
information
about performing
performing
these
these processes.
processes.
(N) Oracle Order Management > Items > Customer Items > Customer
Items
(N) Oracle Order Management > Items > Customer Items > Customer
Item Cross References
(N) Oracle Order Management > Items > Cross Reference

Chapter 6 - Page 71
Setup Process: Configurations

Setup
Setup Process:
Process:
Configurations
Configurations
For
For the
the configurations
configurations that
that you
you sell,
sell, define:
define:
Model
Model items
items
Assemble
Assemble to
to Order
Order (ATO)
(ATO)
Pick
to
Order
(PTO)
Pick to Order (PTO)
Option
Option items
items
Bills
Bills of
of material
material
Item
Item costs
costs

Chapter 6 - Page 72
70
Setup Process: Configurations

Setup
Setup Process:
Process:
Configurations
Configurations
Use
Use the
the Primary
Primary and
and Alternate
Alternate Bills
Bills of
of Material
Material
process
process to
to define
define configurations.
configurations.
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
(N) Oracle Order Management > Bills > Bills

Management Recommended Setup > Steps 16

Chapter 6 - Page 73
Setup Process: Defaulting Rules

Setup
Setup Process:
Process:
Defaulting
Defaulting Rules
Rules
Define
Define defaulting
defaulting rules
rules that:
that:
Prefill
Prefill standard
standard information
information in
in order
order entry
entry forms
forms
Reduce
Reduce order
order entry
entry time
time

Chapter 6 - Page 74

Setup
Setup Process:
Process:
Defaulting
Defaulting Rules
Rules
Defaulting Rules
Prefill fields (attributes) on tabs in the Sales

Order form (entities) with a default value from
certain sources (source types):
Related record
Profile
Constant value
PL/SQL API
Example
Order Header entity, Payment Terms attribute:

Defaulting rule 1: Source type = Related record AGREEMENT.PAYMENT
TERM
Defaulting rule 2: Source type = Related record SHIP TO.PAYMENT TERM
Defaulting rule 3: Source type = Related record PRICE LIST.PAYMENT
TERM
Defaulting rule 4: Source type = Constant value Net60

Chapter 6 - Page 75

Setup
Setup Process:
Process:
Defaulting
Defaulting Rules
Rules
Defaulting Source
Rules
Specifies the order with which each

template applies its defaulting rules
Example
For the Order Header entity, Payment Terms attribute:

First use defaulting rule 1: Source type = Related record
AGREEMENT.PAYMENT TERM
If no value for AGREEMENT.PAYMENT TERM,
TERM, use defaulting rule 2:
Source type = Related record SHIP TO.PAYMENT TERM
If no value for SHIP TO.PAYMENT TERM,
TERM, use defaulting rule 3: Source
type = Related record PRICE LIST.PAYMENT TERM
If no value for PRICE LIST.PAYMENT TERM,
TERM, use defaulting rule 4:
Source type = Constant value Net30

Chapter 6 - Page 76

Setup
Setup Process:
Process:
Defaulting
Defaulting Rules
Rules
Templates
Group multiple fields and their

defaulting source rules
Template Validation
Rules
Specify exception conditions
Field 1 = Value
Field 2 =Value
Example
Template 1: Always
Field 1 = Value
Field 2 = Value
Field 3 = Value
Field 3 = Value
Template 2: Credit Card Payment
Template Validation Rule (exception
condition)
Field 1 = Value (exception field and
value)

Chapter 6 - Page 77

Setup
Setup Process:
Process:
Defaulting
Defaulting Rules
Rules
Example: Default Template
Templates
Template Validation
Rules
Field 1 = Value
Template 1: Always
No Template Validation Rule
Field 1: Payment Term = Defaulting
source rule associated with the
default template
First use related record
Field 2 =Value
If no value for AGREEMENT.PAYMENT TERM ,

use related record SHIP TO.PAYMENT TERM
Field 3 = Value
If no value for SHIP TO.PAYMENT TERM ,

use related record PRICE LIST.PAYMENT
TERM
If no value for PRICE LIST.PAYMENT TERM,
use constant value Net30
Field 2: Contact = Dianne Culver

Field 3: Shipping Method =Quick
Express

Chapter 6 - Page 78

Setup
Setup Process:
Process:
Defaulting
Defaulting Rules
Rules
Templates
Example: Exception Template

Template 2: Credit Card Payment
Template Validation
Rules
Field 1 = Value
Field 2 =Value
Field 3 = Value
[Template Validation Rule] Attribute:

Payment Type = Credit Card
Field 1: Payment Term = Defaulting
source rule associated with the
exception template
First use related record
If no value for AGREEMENT.PAYMENT TERM ,
use related record SHIP TO.PAYMENT TERM
If no value for SHIP TO.PAYMENT TERM ,
use related record PRICE LIST.PAYMENT
TERM
If no value for PRICE LIST.PAYMENT
TERM,use
TERM,
use constant value Net60

Chapter 6 - Page 79

Setup
Setup Process:
Process:
Defaulting
Defaulting Rules
Rules
Use
Use the
the Defining
Defining Defaulting
Defaulting Rules
Rules process
process to
to
define
define defaulting
defaulting rules.
rules.
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
(N) Oracle Order Management > Setup > Rules > Defaulting

Chapter 6 - Page 80
Setup Process: Document Sequences

Setup
Setup Process:
Process:
Document
Document Sequences
Sequences
Define
Define Applications
Applications Object
Object Library
Library document
document
sequences
sequences for
for order
order numbering
numbering according
according to
to the
the
following
following strategies:
strategies:
Gapless:
Gapless: You
You cannot
cannot delete
delete order
order headers.
headers.
Manual
Manual
Automatic
Automatic

Chapter 6 - Page 81
79
Setup Process: Document Sequences

Setup
Setup Process:
Process:
Document
Document Sequences
Sequences
Use
Use the
the Defining
Defining Document
Document Sequences
Sequences for
for Order
Order
Numbering
Numbering process
process to
to define
define document
document sequences.
sequences.
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
(N) Oracle Order Management > Setup > Documents > Assign

Chapter 6 - Page 82
Setup Process: Transaction Types

Setup
Setup Process:
Process:
Transaction
Transaction Types
Types
Define
Define transaction
transaction types
types to
to classify
classify orders
orders and
and
returns:
returns:
Order
Order types
types
Line
Line types
types
For
For order
order types:
types:
Determine
Determine which
which order-level
order-level workflow
workflow
template
template the
the order
order process
process launches
launches for
for each
each
order.
order.
You
You need
need not
not classify
classify them
them as
as order
order or
or return
return
types.
types.
81
Transaction Types
You must define transaction types for release 11i as there are no predefined
transaction types.
For each order type, you can assign:
Default price list
Defaulting rules
Approval actions
Payment terms
Freight terms
Transaction Types:
Provide line-level independence since all order line attributes reside on the
order line
Provide great flexibility: Mix and match transactions on same order
Manage attributes at order header or line level, as you choose
Set up form layout and defaulting to control what is managed where

Chapter 6 - Page 83

Setup
Setup Process:
Process:
Transaction
Transaction Types
Types
For
For line
line types:
types: Determine
Determine which
which line-level
line-level
workflow
workflow template
template the
the order
order process
process launches
launches for
for
each
each order
order line.
line.
Order
Order categories:
categories: Allow
Allow or
or prohibit
prohibit order
order and
and
return
return lines
lines on
on the
the same
same sales
sales order.
order.
Assign
Assign header
header level
level and
and line
line level
level workflow
workflow
processes
to
transaction
types.
processes to transaction types.

Chapter 6 - Page 84
82

Setup
Setup Process:
Process:
Transaction
Transaction Types
Types
Use
Use the
the Defining
Defining Transaction
Transaction Types
Types process
process to
to
define
define transaction
transaction types.
types.
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
(N) Oracle Order Management > Setup > Transaction Types > Define

Chapter 6 - Page 85
Setup Process: Holds

Setup
Setup Process:
Process:
Holds
Holds
Holds
Holds stop
stop order
order processing
processing and
and apply
apply to:
to:
Orders
Orders
Returns
Returns
Lines
Lines
Configuration
Configuration options
options
Define
Define either
either of
of the
the following
following holds:
holds:
Generic
Generic
Activity
Activity specific
specific
84
Removing Holds
There is no concurrent program that removes credit holds of customers who pay
their outstanding balance or become current.

Chapter 6 - Page 86

Setup
Setup Process:
Process:
Holds
Holds
Generic
Generic hold
hold types:
types:
Configurator
Configurator validation
validation
Credit
Credit card
card authorization
authorization failure
failure
Credit
card
high
risk
Credit card high risk
Credit
Credit check
check failure
failure
GSA
GSA violation
violation
Order
Order administration:
administration: You
You define
define this
this type
type

Chapter 6 - Page 87
85

Setup
Setup Process:
Process:
Holds
Holds
Activity-specific
Activity-specific hold
hold types:
types:
Configurator
Configurator validation
validation
Credit
Credit check
check failure
failure
GSA
violation
GSA violation
Assign
Assign to
to workflow:
workflow:
Processes
Processes
Activities
Activities

Chapter 6 - Page 88
86

Setup
Setup Process:
Process:
Holds
Holds
Use
Use hold
hold source
source to
to apply
apply aa holds
holds to
to groups
groups of
of
orders,
orders, lines,
lines, and
and returns.
returns.
Hold
Hold source
source is
is the
the combination
combination of
of aa hold
hold and
and up
up to
to
two
criteria
of
the
following
types:
two criteria of the following types:
Customer
Customer
Customer
Customer site
site
Warehouse
Warehouse
Item
Item
Order
Order

Chapter 6 - Page 89
87

Setup
Setup Process:
Process:
Holds
Holds
To
To set
set up
up activity-specific
activity-specific hold
hold release:
release:
For
For aa manual
manual decision,
decision, assign
assign responsibilities
responsibilities
to
to holds
holds
Automatically,
Automatically, set
set hold
hold expiration
expiration dates
dates

Chapter 6 - Page 90
88

Setup
Setup Process:
Process:
Holds
Holds
Use
Use the
the Defining
Defining Holds
Holds process
process to
to define
define holds.
holds.
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
the
the process.
process.
(N) Oracle Order Management > Setup > Orders > Holds

Chapter 6 - Page 91
Setup Process: Attachments

Setup
Setup Process:
Process:
Attachments
Attachments
With
With order
order management
management attachment
attachment features,
features, you
you
can:
can:
Use
Use standard
standard document
document attachments
attachments
Add
Add free
free form
form text
text to
to order,
order, order
order lines,
lines, returns,
returns,
and
and return
return lines.
lines.
Attach
Attach all
all types
types of
of attachments
attachments including
including
graphics,
graphics, free
free form
form text,
text, and
and HTML
HTML pages.
pages.
Use
Use multi-lingual
multi-lingual support
support for
for translation
translation
Specify
Specify attachment
attachment rules
rules for
for automatic
automatic
attachments
attachments
Specify
Specify document
document groups
groups for
for attachment
attachment
printing
printing
90
(N) Oracle Order Management > Setup > Attachments > Documents
(N) Oracle Order Management > Setup > Attachments > Document
Categories
Attachments
The OM: Apply Automatic Attachments profile option controls automatic
attachment addition.
To specify the documents on which an attachment should print, use the Define
Attachment Rules window.
Attachments can be:
A web page
Text
An OLE object
Rules work only with short and long text.

Chapter 6 - Page 92
Setup Process: Attachments

Setup
Setup Process:
Process:
Attachments
Attachments
Use
Use the
the following
following processes
processes to
to define
define and
and set
set up
up
attachments:
attachments:
Defining
Defining Documents
Documents in
in Advance
Advance
Defining
Defining Attachment
Attachment Addition
Addition Rules
Rules
Defining
Document
Categories
Defining Document Categories
Use
Use the
the navigation
navigation path
path below
below to
to consult
consult Oracle
Oracle
Applications
Applications Help
Help for
for information
information about
about performing
performing
these
these processes.
processes.


Chapter 6 - Page 93
Setup Process: Pricing

Setup
Setup Process:
Process:
Pricing
Pricing
Define
Define pricing
pricing information:
information:
Price
Price lists
lists
Pricing
Pricing rules
rules and
and parameters
parameters
Qualifiers:
Qualifiers: Determine
Determine customer
customer eligibility
eligibility for
for
prices,
prices, charges,
charges, and
and benefits
benefits
Attributes:
Attributes: Factors
Factors which
which affect
affect item
item prices
prices
and
benefits
and benefits
Modifiers:
Modifiers: Provide
Provide charges
charges and
and benefits
benefits
Customer
Customer agreements
agreements

Chapter 6 - Page 94
92
Setup Process: Shipping

Setup
Setup Process:
Process:
Shipping
Shipping
Define
Define groups
groups of
of shipping
shipping documents
documents that
that print
print
automatically
automatically to
to specified
specified printers
printers when
when you
you confirm
confirm
shipments.
shipments.

Chapter 6 - Page 95
93
Agenda
Agenda
Agenda
Introduction
Introduction
Overview
Overview
Installation
Installation
Setup
Setup process
process
Upgrade
Upgrade and
and implementation
implementation
Summary
Summary

Chapter 6 - Page 96
Upgrade: Introduction
Upgrade:
Upgrade: Introduction
Introduction
Oracle
Oracle supports
supports aa full
full upgrade
upgrade to
to Order
Order
Management
release
11i
from
Order
Management release 11i from Order Entry
Entry releases
releases
10.7
10.7 and
and 11
11 with
with upgrade
upgrade paths
paths for
for setup
setup and
and
transaction
transaction data.
data.
The
The upgrade
upgrade is
is not
not aa migration
migration using
using aa fresh
fresh
install.
install.
Upgrades with Merge

When performing an upgrade to merge multiple Oracle Applications instances, do
the merge in one of the following ways:
Merge the instances and then upgrade
Upgrade each instance separately and then merge them

Chapter 6 - Page 97
Upgrade: Performance Patches

Upgrade:
Upgrade: Performance
Performance Patches
Patches
Address
Address performance
performance issues
issues that
that occur
occur during
during
upgrade
upgrade
Three
Three patches:
patches:
Additional
Additional pre-upgrade
pre-upgrade scripts
scripts
Deactivation
Deactivation patch:
patch: Disables
Disables release
release 11i
11i Order
Order
Management
upgrade
code
Management upgrade code
Replacement
Replacement scripts
scripts
Apply
Apply all
all three
three patches
patches prior
prior to
to performing:
performing:
Pre-upgrade
Pre-upgrade steps
steps
AutoInstall
AutoInstall

Chapter 6 - Page 98
Upgrade: Table Changes

Upgrade:
Upgrade: Table
Table Changes
Changes
Release 10.7 & 11
Release 11i
Order Headers
SO_HEADERS_ALL
Order Headers
OE_ORDER_HEADERS_ALL
Order Lines
SO_LINES_ALL
Order Lines
OE_ORDER_LINES_ALL
Order Line Details

SO_LINE_DETAILS
Picking Lines
SO_PICKING_LINES_ALL
Inventory Movements
Picking Line Details

SO_PICKING_LINE_DETAILS
Demand & Reservations

MTL_DEMAND
Reservations
MTL_RESERVATIONS
Table Changes
The tables listed in the slide are merely a subset of tables changes that occur when
upgrading from Oracle Order Entry releases 10.7 & 11 to Oracle Order
Management release 11i.

Chapter 6 - Page 99
Upgrade: Menus
Upgrade:
Upgrade: Menus
Menus
Oracle
Oracle Order
Order Entry
Entry (OE)
(OE) functions
functions are
are obsolete*
obsolete*
Remove
Remove obsolete
obsolete OE
OE menus
menus and
and assign
assign new
newOrder
Order
Management
menu
paths
and
functions
to
existing
Management menu paths and functions to existing
customized
customized menus.
menus.
Review
Review Order
Order Management
Management Super
Super User
User for
for
example
example of
of all
all menu
menu options.
options.
** Responsibilities,
Responsibilities, schemas,
schemas, and
andprofile
profile remain
remain in
in R11i
R11i
for
reference
purposes
although
forms,
reports,
for reference purposes although forms, reports, and
and C
C
code
code do
do not
not exist.
exist.

Chapter 6 - Page 100
Upgrade: Responsibilities
Upgrade:
Upgrade: Responsibilities
Responsibilities
Update
Update existing
existing users
users to
to Order
Order Management
Management
responsibilities
responsibilities
Update
Update existing
existing Order
Order Entry
Entry custom
custom
responsibilities
responsibilities to
to link
link to
to Order
Order Management
Management
functions.
functions.

Upgrade: Users
Upgrade:
Upgrade: Users
Users
Keep
Keep Existing
Existing Users
Users when
when upgrading
upgrading

Upgrade: Order Import

Upgrade:
Upgrade: Order
Order Import
Import
l
l
Data
Data in
in Order
Order Entry
Entry order
order import
import tables
tables does
does not
not
migrate
to
Order
Management
tables
during
migrate to Order Management tables during
upgrade.
upgrade.
Recommendations:
Recommendations:
Import
Import the
the data
data before
before upgrade
upgrade
Submit
the
data
through
Submit the data through Oracle
Oracle Order
Order
Management
after
upgrade
Management after upgrade
Transact
Transact the
the data
data using
using PL/SQL
PL/SQL APIs
APIs

Upgrade: Standard Value Rule Sets

Upgrade:
Upgrade: Standard
Standard Value
Value Rule
Rule Sets
Sets
Defaulting
Defaulting rules
rules replace
replace standard
standard value
value rule
rule sets
sets
and
and are
are not
not upgraded.
upgraded.
To
To convert:
convert:
Review
Review predefined
predefined defaulting
defaulting rules
rules
Create
Create other
other defaulting
defaulting rules
rules after
after upgrade
upgrade

Upgrade: Security Rules

Upgrade:
Upgrade: Security
Security Rules
Rules
Processing
constraints replace
replace security
security rules
rules and
and
are
are not
not upgraded.
upgraded.
To
To convert:
convert:
Review
Review predefined
predefined constraints
constraints
Create
Create other
other role-based
role-based constraints
constraints

Upgrade: Functionality
Upgrade:
Upgrade: Functionality
Functionality
Use
Use Oracle
Oracle Shipping
Shipping Execution
Execution to
to perform:
perform:
Pick
Pick release
release
Backorder
Backorder release
release
Shipment
Shipment confirmation
confirmation
Use
Use Oracle
Oracle Shipping
Shipping Execution
Execution and
and Oracle
Oracle
Inventory
to
pick.
Inventory to pick.
Use
Use Order
Order Management
Management Invoicing
Invoicing to:
to:
Process
Process receivables
receivables information
information
Access
Access required-for-revenue
required-for-revenue
Use
Use Sourcing
Sourcing &
&Scheduling
Scheduling to
to perform
perform demand
demand
interface
interface functions
functions

Upgrade: Order Cycles

Upgrade:
Upgrade: Order
Order Cycles
Cycles
Workflows
Workflows replace
replace order
order cycles
cycles and
and map
map as
as
follows:
follows:
Cycles
Cycles to
to workflow
workflowprocesses
processes
Cycle
Cycle actions
actions to
to workflow
workflow activities
activities and
and subsubprocesses
processes
Cycle
Cycle approvals
approvals to
to workflow
workflow notifications
notifications
They
provide:
They provide:
Inherent
Inherent flexibility
flexibility
Notifications
Notifications
Built-in
Built-in online/background
online/background mode
mode
Native
Native parent-child
parent-child flow
flow coordination
coordination
Order Cycles and Workflows
Pre-upgrade step: Run script to test upgrade the cycle statuses of existing
orders to available workflows.
Definitions
Activity: A function or notification.
Process: A set of activities.
Sub-process: A set of activities which is an activity of a process.

Upgrade: Order Cycles

Upgrade:
Upgrade: Order
Order Cycles
Cycles
The
The Order
Order Management
Management upgrade
upgrade includes
includes the
the
following:
following:
User-defined
User-defined custom
custom actions
actions upgraded
upgraded to
to
workflow
workflow activities.
activities.
Cycles
Cycles used
used by
by Order
Order Entry
Entry open
open orders
orders and
and
lines
upgraded
to
individual
workflow
lines upgraded to individual workflow
processes.
processes.
Cycle
Cycle History
History for
for all
all open
open order
order headers
headers and
and
lines
lines upgraded
upgraded to
to workflow
workflowhistory.
history.
Use
Use aa special
special window
window to
to view
viewcycle
cycle and
and approval
approval
history
history for
for closed
closed orders
orders and
and lines.
lines.

Implementation: Workflow
Implementation:
Workflow
Each
Each general
general workflow
workflow process
process contains
contains aa series
series
of
of processing
processing activities.
activities.
Assign
Assign aa general
general workflow
workflowprocess
process to
to each
each
combination
of:
combination of:
Order
Order type
type
Line
Line type
type
Item
Item type
type
Every
Every order
order header
header and
and every
every order
order line
line launches
launches
its
own
unique
workflow
process
which
is
its own unique workflow process which is aa copy
copy
of
of one
one of
of the
the general
general workflow
workflow processes.
processes.

Implementation:
Workflow
When
When you
you split
split an
an order
order line,
line, the
the function:
function:
Adjusts
Adjusts the
the current
current line
line workflow
workflowquantity
quantity
Launches
Launches aa unique
unique workflow
workflowprocess
process for
for the
the
new
new line
line
The
The following
following additional
additional functions
functions interact
interact with
with
workflows:
workflows:
Holds
Holds
Processing
constraints
Order Management Workflow Functions

The list is not complete but provides some examples:
Holds: You define and apply generic and activity-specific holds based on
workflow approval notification activities. A flow that comes across a hold
does not proceed until the hold is removed. The close order concurrent
process automatically releases holds that have expired
Constraints: You can define constraints based on flow state using the Order
Management processing constraints framework.

Implementation: Multi-org
Implementation:
Multi-org
Global
Global (non-operating
(non-operating unit
unit specific)
specific) entities:
entities:
Price
Price lists
lists
Defaulting
Defaulting rules
rules
Workflow
Workflowprocesses
processes
Order
Order type
type
Line
Line type
type
Customer
Customer masters
masters
Operating
Operating unit
unit specific
specific entitles:
entitles:
Customer
Customer sites
sites

Implementation:
Multi-org
To
To default
default different
different values
values in
in each
each operating
operating unit,
unit,
use
use defaulting
defaulting rules
rules with
with organization
organization ID
ID as
as aa
condition.
condition.
If
If different
different operating
operating units
units need
need different
different
information
processed
by
their
information processed by their price
price lists,
lists, for
for
example,
example, currency,
currency, you
you may
may decide
decide to
to set
set up
up
unique
unique price
price lists
lists for
for each
each operating
operating unit.
unit.

Implementation:
Multi-org
If
If different
different operating
operating units
units need
need different
different
information
information processed
processed by
by their
their workflow
workflow
processes,
processes, you
you may
may decide
decide to
to set
set up
up the
the following
following
entities
as
unique
for
each
operating
unit:
entities as unique for each operating unit:
Order
Order types
types
Line
Line types
types
Item
Item types
types
Workflow
Workflowprocesses
processes
Since
Since customer
customer masters
masters are
are global
global and
and customer
customer
sites
are
operating
unit
specific,
attend
sites are operating unit specific, attend to
to the
the level
level
at
at which
which you
you store
store over/under
over/under shipment
shipment
tolerances.
tolerances.

Agenda
Agenda
Agenda
Introduction
Introduction
Overview
Overview
Installation
Installation
Setup
Setup process
process
Upgrade
Upgrade and
and implementation
implementation
Summary
Summary

Summary
Summary
Summary
In
In this
this lesson,
lesson, you
you should
should have
have learned
learned how
howto:
to:
Discuss
Discuss installation
installation and
and user
user security
security
Describe
Describe the
the set
set up
up steps
steps
Identify
Identify upgrade
upgrade and
and implementation
implementation
considerations
considerations


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R11i Order Management

Suite of Products: Order

Copyright Oracle Corporation, 2000. All rights reserved.

This book was published using:

How to View Adjustments, Modifiers, and Reasons ...........................................................1-59

How to Launch Configurator: Steps 79 .............................................................................4-16

Searching Oracle Applications Help....................................................................................6-7

Upgrade: Security Rules ......................................................................................................6-105

Copyright Oracle Corporation, 2000. All rights reserved.

General order management business knowledge

Ability to navigate on Oracle Applications

There are no prerequisites for this course.

How This Course Is Organized

Copyright Oracle Corporation, 2000. All rights reserved.

Oracle Order Management Users Guide Release 11i

System release bulletins

Installation and users guides

Oracle Applications Users Group (OAUG) articles

Copyright Oracle Corporation, 2000. All rights reserved.

Click the Executable button.

Code output: debug.set (I, 300);

Customer address (but Oracle Payables)

Do not save changes to the database.

Use the SELECT command to view

This subject is covered in Unit II, Lesson 3,

Copyright Oracle Corporation, 2000. All rights reserved.

Press and release keys one at a time:

Typographic Conventions in Code

DROP USER scott

CREATE ROLE role

SQL commands and SELECT userid

Typographic Conventions in Navigation Paths

(M) From the menu, select Query > Find.

(B) Click the Approve button.

Under the General Ledger entry, expand Journals.

Under Journals, select Enter Journals.

Copyright Oracle Corporation, 2000. All rights reserved.

Searching for Help

Copyright Oracle Corporation, 2000. All rights reserved.

Overview to the Order

Copyright Oracle Corporation, 2000. All rights reserved.

Overview to the Order Management Process

Overview to the Order Management Process

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Overview to the Order Management Process

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Overview to the Order Management Process

Copyright Oracle Corporation, 2000. All rights reserved.

Overview to the Order Management Process

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Overview to the Order Management Process

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Overview to the Order Management Process

Basic Order Process

Copyright Oracle Corporation, 2000. All rights reserved.

Copyright Oracle Corporation, 2000. All rights reserved.

Overview to the Order Management Process

Some Interfaces and APIs Used in the R11i Business

Order Import, Process Orders API

Copyright Oracle Corporation, 2000. All rights reserved.