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Oracle Order Management

Manufacturing Functional Foundation

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Objectives

After completing this lesson, you should be able to do


the following:
Describe the Order Management process flow
Identify the Entity Relationship Diagrams (ERDs)
and major tables used in Order Management
Discuss the open interfaces and Application
Programming Interfaces (APIs) for Order
Management

Copyright 2007, Oracle. All rights reserved.


Agenda

Order Management Overview


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

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Order to Cash Lifecycle

Order Management Shipping Execution

Enter and Pick Ship


Price Orders Book
Orders Release Confirm

AutoInvoice
Receivables Cash Management

Bank
Invoice Receiving Reconciliation
Payment

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Order Entry

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

Order
Order
Import
Interface

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Managing Orders

Orders
View and
perform actions
on

Find in the Order Organizer


or
Query in the Sales Orders or Pricing Order Lines
and Availability windows

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Basic Pricing

Basic pricing, integrated in Order Management,


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

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Pricing Process

Enter Price list or Modifiers Unit price is


order line agreement is are applied calculated on
with called for to change the order line
item(s) / pricing the the listed for the item(s)
service item price / service

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Sales Order Scheduling

Schedule Actions Description


Makes delivery commitments to
customers when taking orders, or to
ATP Inquiry
verify from where lines can be
fulfilled.

Provides schedule dates and


Schedule / Unschedule warehouses that will fulfill the
customers requests.

Allocates inventory to specific order


Reserve / Unreserve lines from a warehouse,
subinventory, lot, or revision.

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Order Management Integration

Product Suite Product(s)

Supply Chain Inventory, Bill of Material,


Management Install Base,
Configurator, Pricing,
Shipping, DBI, Planning
Financials (including Receivables, Payments,
Procurements) Credit Management, GL,
TCA, eBTax
CRM (including JTF) Quoting, iStore, Web
Analytics
Miscellaneous Workflow, XML Gateway,
e-Commerce Gateway
And many more

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Oracle Order Management Suite

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

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Shipping Execution Overview

Trip and Delivery Planning


Picking Release
Ship Confirm

Pick Release Ship Confirm

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Configurator Overview

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

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Advanced Pricing Overview

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

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Release Management Overview

Order Management

Customer Demand

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e-Commerce / XML Gateway Overview

EDI / XML Order


Gateway Management

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Agenda

Order Management Overview


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

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Sales Order Window

Enter, view, and update sales orders using the Sales


Orders window. You can also enter returns using the
Sales Orders window.

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Order Management Summary

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OE_ORDER_HEADERS_ALL

This table stores


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

Copyright 2007, Oracle. All rights reserved.


OE_ORDER_LINES_ALL

This table stores information about order lines.


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

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OE_TRANSACTION_TYPES_ALL

This table stores information about transaction types.


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

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OE_PAYMENTS

This table stores information about payment


types.

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OE_ORDER_HOLDS_ALL

This table stores information about order holds.


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

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QP_LIST_HEADERS_B

This table stores


information about price
list headers.
Price lists contain item
and item category prices.
You can define and
maintain multiple price
lists.
Each row includes list
name, description, and
currency information.

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QP_LIST_LINES

This table stores information about price list lines.


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

Copyright 2007, Oracle. All rights reserved.


Agenda

Order Management Overview


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

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Order Management Interfaces

Process Order API


Order Import Interface
Receivables (Invoice) Interface
Ship Confirm Interface
And Many More

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Import Orders Concurrent Program

Order Import can import new, changed, and completed


sales orders or returns from other applications such
as a legacy system.

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Order Import Process

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OE_HEADERS_IFACE_ALL

This table stores information about Order Import


Header records for transactions imported into
Oracle Order Management.
Each row contains information on the originating
source, the change requested, pricing, shipping
methods, freight terms, and original transaction.

Source Order

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OE_LINES_IFACE_ALL

This table stores information about order lines that are


imported from feeder systems into Oracle Order
Management.
Each row includes information on the originating
system, change that was made, shipment details, items
details, and original transaction.

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OE_CREDITS_IFACE_ALL

This table stores


information about order
Credit
sales credits that are to
be imported into Order
Management.
Each row includes
information on the
originating system, the
changes made, and the
sales credits.

Order Management

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Process Order API

Deleting

Inserting

Validating Updating

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Summary

In this lesson, you should have learned how to:


Describe the Order Management process flow
Identify the major tables used in Order
Management
Discuss the open interfaces and APIs for Order
Management

Copyright 2007, Oracle. All rights reserved.