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1Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order Management
Order Management On
Oracle Applications (Process and Workflow)
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2Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order ManagementOrder to Cash Lifecycle - Overview
Bank ReconciliationInvoice
Pick ReleaseBook
Receipt
Enter
Receivables
Ship Confirm
Order Management
AutoInvoice
Cash Management
Shipping Execution
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3Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order ManagementOM integration with other modules - Overview
AccountingInvoices
Inventory
General Ledger
Cash Management
Shipping
Order Management
ItemInformation
ReserveDemand
Receivables
Receipts
CRM SuiteCustomers
Pricing
Accounting
OrdersCustomerMaster
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4Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order ManagementOrder Lifecycle - Overview
Ordering
Scheduling
AutoInvoice toReceivables
Shipping
Receipts
CashManagement Accounting
Ordering
Collecting Bill Presentation Architecture
1.
2.
3.
4.
5.
6.
7.
8.
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5Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order ManagementOrdering Process Overview
Enter orderor return online
Copy anorder or return
Import from *CRM
or other systemsEDI
Order Import
*Customer Relationship Managementincludes:i Service, i Store,
Teleservice, Telesales,Sales Online, i Support
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6Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order ManagementOrdering Process Detailed
Enter or ImportOrder
Order Creation Defaulting RulesPricing Availability
Booking Order Scheduling
Managing Orders Bulk UpdatesHoldsPurging
Packing Goods
Shipping
AccountsReceivables
Reservations
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7Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order ManagementOrdering Process - Salient Features
Quick entry of an order, facilitated by the defaulting rules feature
Multiple fulfillment models from the same sales order form, Ship from Stock, Configure to Order, DropShip etc.,
Ability to use Oracle Configurator to interactively build specific configurations from complex models in
case of configure to order fulfillment mode Viewing stock availability at the time of entering an order
Ability to import orders from other sources/applications like CRM, EDI and other interfaces, Also HVOP
(High Volume Order Processing) concurrent program provided for importing high order volumes Automatic defaulting of unit selling price based on complex rules setup from Pricing/Advanced Pricing
modules
Applying mass changes to all entered orders
Automatic application of holds on an order E.g., Applying credit hold based on customers credit limit
Ability to define different order types like Quotes, Blanket Sales Agreement, Sales Release etc.,
Ability to version control different sales order documents either in manual or automatic modes
Ability to use the sales-credit feature to provide credit to the associated sales representative Ability to define customer relationships and use the same to enhance order entry
Effective managing/tracking of created orders
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8Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order ManagementPricing Process - Overview
Entered orderline
Price list oragreement
Unit priceModifiers
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9Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order ManagementPricing Process - Detailed
Calling Application (OM, CRM)
2 Pricing Request
Search Engine
Calculation Engine
Pricing Engine
PricingEntities
Returns price andadjustments
1
3
5
4
6
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11Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order Management
Scheduling Process - Overview
Checking Available to Promise (ATP) Placing demand
Reservingon-handinventory
Shipping the order
Runningpick release
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12Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order ManagementScheduling Process - Salient Features
Ability to automatically trigger re-scheduling based on change in the order line request date
Ability to automatically trigger re-scheduling based on change in the ship method Ability to place partial reservations to an order line if partial supply is available, in three modes namely
Fair Share, Percentage and Partial
Ability to run reservations in three types namely Reserve, Simulate and Create Reservation for Set
Ability to ensure that the schedule dates (Schedule Ship Date/ Schedule Arrival Date) either adheres /
not adheres to the latest acceptable date specified by a customer
Ability to automatically change the promise date of an order line, by either changing the request orschedule date
Ability to automatically firm the demand either at the time of scheduling the order or at the time ofpick release
Ability to use the GOP (Global Order Promising) feature to look for on-hand within all warehouses in anorganization when arriving at ATP (Available To Promise)
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13Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order ManagementScheduling Enhancements
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14Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order Management
Shipping Process - Overview
Run Pick Release
Ship Confirm Staging Sub-Inventory Pick Confirm
InventoryMove Order
CreatesMove Order
Details
Move Order
MaterialDropped
Load Truck
Transact Move Order
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15Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order ManagementShipping Process - Salient Features
Pick release process can be customized using three important rules, Release Rules, Release SequenceRules and Pick Slip Grouping Rules
Ability to use planned cross-docking feature at the time of pick-release by looking at potential supplyfrom sources other than Inventory
Ability to use the bulk-picking feature at the time of pick-release to pick by consolidating order linesfrom different sales orders
Ability to influence the type of inventory that is getting allocated for an order line by either usingInventory Picking rules/WMS Rules engine
Pick release and Pick Confirm processes can either be performed manual or automatic modes
Ship Confirm processes automatically depletes inventory and updates the sales order line status, thisinformation can be sent through Auto Invoice to Oracle Accounts Receivables for invoicing
Accounting Information can be sent to General Ledger from Oracle Inventory and Accounts
Receivables Use Auto-Pack functionality to automatically pack delivery lines into one or more containers based on
the item-container relationship defined either in Oracle Shipping or Oracle Inventory
Ability to save and share queries on shipping entities like Delivery Lines, Deliveries Trips and
Containers
Ability to use the Quick Ship feature to ship multiple delivery lines at the same time
Ability to either trigger the seeded/manual shipping exceptions
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16Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order Management
Auto Invoice Process - Overview
Transaction Data Interface Tables Invoices
Interface ExceptionsCorrected Records
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17Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order Management
Receivables Process - Overview
Imported Invoices andManuallyCreated Invoices
Review andCorrect Data
Print Invoices
Send InvoicesCollect PaymentsPost Receipts
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18Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order Management
Receivables Process - Detailed
Enter receipt
Standard Transaction
Copy
Invalidtransaction
Complete, print and send to customer Void
Interface toGeneral Ledger
Review and make corrections
Delete
Validtransaction
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19Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order ManagementReceivables Process - Salient Features
Ability to automatically import and create invoices using the Auto Invoice program from Oracle OrderManagement
Receipts that have been entered and remitted are available to be used by Cash Management to
reconcile with bank statements Ability to correct printed invoices using an Allow Changes system option
Ability for customers make invoice payments in multiple installments by using a split payment term
option Ability to set when the revenue recognition should take place
Ability to make automatic adjustment against a group of invoices
Ability to create a credit memo and apply it to a standard invoice in order to reduce the balance due
on an invoice Receipts that are applied to an invoice or customer account can be reversed or reapplied at any time
as long as they have not been purged from the system.
Ability to identify past due items by reviewing information online and printing collections reports
Ability to tailor the tax engine to meet the specific needs of your business Oracle iReceivables provides customers with the flexibility to perform extensive inquiries, dispute bills,
pay invoices, and review account balances online
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20Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order Management
Cash Management Process - Overview
Receive BankStatement
PerformReconciliation
Post toGeneral Ledger
Enter ManualEntries
Review Results
Load and VerifyBank Statement
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22Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order Management
Quote to Sales Order Overview
Submit toFulfillment*
Process Sales Order
EnterQuote*
Obtain internalapprovals *
Obtain customeracceptance *
* New in11i10
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23Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order Management
Drop Shipment - Overview
CustomerSupplier
Seller
Ship To
Purchase
Order
Sales Order
Invoice InvoicePurchase
Order
AdvancedShipment Notice
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24Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order Management
Oracle Shipping - Overview
Sales Order Line Delivery Line
Booked/Scheduled
Delivery Line Delivery Line
Grouped
Delivery
Pick-UpStop
Pick-Up/ Drop-OffStop
Pick-Up/ Drop-OffStop
Drop-OffStop
Trip
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25Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development
Order Management