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Order Management Overview

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Order Management Overview

  1. 1. Order Management Overview
  2. 2. Order Management <ul><li>Order Management </li></ul><ul><li>Shipping Execution </li></ul><ul><li>Configuration Management (optional) </li></ul><ul><li>Advanced Pricing (optional) </li></ul>
  3. 3. Order Management <ul><li>New Architecture </li></ul><ul><li>New User Interface </li></ul><ul><li>New Functionality </li></ul><ul><li>Enhanced Functionality </li></ul><ul><li>Pricing </li></ul><ul><li>Configuration Management </li></ul><ul><li>Order Management Portal </li></ul>
  4. 4. OM Architecture Source Destination New Engine Internet, Workflow, Objects Tailorable Order Forms Shipment Planning Electronic Demand Mgmt Advanced Configurator Reservations Credit Card Payments Sales Order Workbench Industry- specific faces i Store Self Service Tracking Warehouse High Volume EDI/XML Adv. Pricing & Deals Global ATP/CTP Telesales Field Sales Service Carriers Credit Agencies
  5. 5. <ul><li>Processes orders entered via CRM Order Capturing products: </li></ul><ul><ul><ul><li>Marketing </li></ul></ul></ul><ul><ul><ul><li>i Store </li></ul></ul></ul><ul><ul><ul><li>TeleSales </li></ul></ul></ul><ul><ul><ul><li>Service </li></ul></ul></ul>OM Architecture Seamless front-office/back-office integration Order Management Demand Creation Lead Generation Profiling Opportunity Mgmt Quote Mgmt Customer Mgmt Contact Center Service Mgmt
  6. 6. <ul><li>New Schema </li></ul>OM Architecture HEADERS LINES LINE DETAILS PICKING LINES PICKING LINE DETAILS DEMAND HEADERS LINES RESERVATIONS R10.7/R11 R11 i
  7. 7. <ul><li>Workflow </li></ul><ul><li>New frameworks for </li></ul><ul><ul><li>Security Rules </li></ul></ul><ul><ul><li>Defaulting </li></ul></ul><ul><li>Line-level Independence </li></ul>ORDER CYCLES SECURITY RULES WORKFLOW PROCESSING CONSTRAINTS R10.7/R11 R11i SVRS DEFAULTING RULES OM Architecture
  8. 8. Workflow Based <ul><li>Replaces Order Cycles </li></ul><ul><li>Replaces Approvals </li></ul><ul><li>Provides Notification to outside and internal resources </li></ul><ul><li>View status </li></ul><ul><li>using graphical Workflow Monitor </li></ul>OM Architecture
  9. 9. OM User Interface <ul><li>Trees </li></ul><ul><li>Saved Queries </li></ul><ul><li>Order Organizer </li></ul><ul><li>Tabs </li></ul><ul><li>Folders everywhere </li></ul>
  10. 10. OM User Interface <ul><li>Order Header is a folder </li></ul><ul><li>Addresses are visible </li></ul><ul><li>Quick right mouse functions </li></ul>
  11. 11. OM User Interface <ul><li>Folder enabled </li></ul><ul><li>Tabular format </li></ul><ul><li>Running total </li></ul><ul><li>New smart Pop-up ATP window </li></ul>
  12. 12. OM New Functionality <ul><li>Replace Standard Value Rule Sets </li></ul><ul><li>Default Order Type </li></ul><ul><li>Defaulting for Returns </li></ul><ul><li>Defaulting from Descriptive Flexfields </li></ul><ul><li>Can use a formula (today + 7) </li></ul><ul><li>PL/SQL API for more complex cases </li></ul>Order Lines Order Header Defaulting Rules Customer Profile Customer Site Item Data
  13. 13. <ul><li>Security constraints by responsibility </li></ul><ul><li>Mass Change of Orders/Lines </li></ul><ul><li>History of quantity reductions </li></ul><ul><li>Change/Cancel after Pick Release </li></ul><ul><li>Cancel all remaining on an order </li></ul>OM New Functionality Order Changes/Cancellation
  14. 14. <ul><li>Tolerance percentage </li></ul><ul><li>Set at Customer, site, item, customer/item or global level </li></ul><ul><li>Shipping can override tolerances </li></ul><ul><li>Line automatically closes if within under-ship tolerance </li></ul><ul><li>Option to invoice over-shipments for ordered quantity or shipped quantity </li></ul>OM New Functionality Over/Under-Shipments
  15. 15. <ul><li>For all Quantities </li></ul><ul><li>Standard Items Only </li></ul><ul><li>Use of decimals controlled at item setup </li></ul>OM New Functionality Decimal Quantities 1.75 tons 5.376 lbs
  16. 16. <ul><li>Set up using Inventory/PDM forms </li></ul><ul><ul><li>Customer Item Numbers </li></ul></ul><ul><ul><li>UPC codes </li></ul></ul><ul><ul><li>EAN numbers </li></ul></ul><ul><ul><li>Any generic item identifiers </li></ul></ul><ul><li>Enter on orders manually or thru Order Import </li></ul><ul><li>Print on documents and reports </li></ul>OM New Functionality Item Cross References
  17. 17. <ul><li>Single point of maintenance for customer addresses and locations </li></ul><ul><li>Workflow replaces Purchase Release concurrent program </li></ul>OM New Functionality Vendor Drop Shipments Intecom Invoice Supplier Customer Purchase Order Invoice Purchase Order ASN
  18. 18. <ul><li>Requested Ship or Arrival Dates </li></ul><ul><li>Auto-scheduling </li></ul><ul><ul><li>Automatic Availability display </li></ul></ul><ul><ul><li>Global ATP </li></ul></ul><ul><ul><li>Automatic Reservations </li></ul></ul>OM New Functionality <ul><li>Stock Inventory </li></ul><ul><li>- alternate locations </li></ul><ul><li>Intransit </li></ul><ul><li>Future manufacturing capacity </li></ul><ul><li>Purchase Orders </li></ul><ul><li>WIP </li></ul><ul><li>Raw Materials </li></ul><ul><li>Vendor Inventory </li></ul><ul><li>Grade/Quality Levels </li></ul><ul><li>Inventory Levels </li></ul><ul><li>Shipping Costs </li></ul><ul><li>Promotional Item Codes </li></ul><ul><li>Delivery date (ATP) </li></ul><ul><li>Shipping Preferences </li></ul><ul><li>Generic items (UPC,EAN) </li></ul><ul><li>Customer Item Codes </li></ul>Sources Qualifiers Enhanced Scheduling & Reservations Preferences Availability Sources
  19. 19. <ul><li>Calculate tax amounts for cross border international shipments </li></ul><ul><li>Tax can be based on </li></ul><ul><ul><li>Ship-to </li></ul></ul><ul><ul><li>Ship-from </li></ul></ul><ul><ul><li>FOB </li></ul></ul><ul><ul><li>Point of order origin </li></ul></ul><ul><ul><li>Point of order acceptance </li></ul></ul>OM New Functionality Tax Triangulation Customer Ordering Company Supplier
  20. 20. <ul><li>Integrates with iPayment </li></ul><ul><li>Obtains Authorization </li></ul><ul><li>Masking of sensitive credit card data </li></ul><ul><li>Payment capture occurs in AR </li></ul>OM New Functionality Credit Card Processing
  21. 21. OM New Functionality <ul><li>Expanding Program </li></ul>Carrier Integration
  22. 22. OM New Functionality <ul><li>11i release 2 </li></ul>Carrier Integration
  23. 23. <ul><li>Apply / Release from Sales Order form </li></ul><ul><li>Combination Holds (two entities) </li></ul><ul><ul><li>Customer - Item </li></ul></ul><ul><ul><li>Item - Warehouse </li></ul></ul><ul><ul><li>Customer Site – Warehouse </li></ul></ul><ul><li>View Hold history </li></ul>OM Enhanced Functionality Holds and Releases
  24. 24. <ul><li>Copy directly from Sales Order form </li></ul><ul><li>No separate Copy Order form </li></ul><ul><li>Copy selected lines only or copy multiple orders </li></ul><ul><li>Append lines to existing order </li></ul>OM Enhanced Functionality Order Copy 2 PC 5 Mouse 2 PC 5 Mouse 2 PC 5 Mouse
  25. 25. <ul><li>Order/Return lines on same order for trade-ins </li></ul><ul><li>Common PO Receiving forms </li></ul><ul><li>Record expected Serial / Lot numbers </li></ul><ul><li>Acknowledgments print for Returns </li></ul>OM Enhanced Functionality Returns
  26. 26. <ul><li>Type of Sets </li></ul><ul><ul><li>Ship Sets </li></ul></ul><ul><ul><li>Arrival Sets </li></ul></ul><ul><ul><li>Fulfillment Sets </li></ul></ul><ul><li>Access via right mouse </li></ul><ul><li>Automatically put lines into Sets </li></ul><ul><li>Change set attributes in Sales Order form </li></ul><ul><li>Shipping can break sets </li></ul>OM Enhanced Functionality Line Sets
  27. 27. <ul><li>Rules Based </li></ul><ul><li>Automatically deployed </li></ul>OM Enhanced Functionality Attachments
  28. 28. <ul><li>Treated just like other orders </li></ul><ul><li>Order Changes allowed based on security constraints </li></ul><ul><li>Changes in quantity sent back to PO </li></ul>OM Enhanced Functionality Internal Orders
  29. 29. <ul><li>Multiple charges at header and line </li></ul><ul><li>UI to input, view and edit </li></ul><ul><li>Import thru Order Import </li></ul><ul><li>Apply automatically </li></ul><ul><li>API for calculation </li></ul>OM Enhanced Functionality Freight & Special Charges Handling Insurance Freight Charges
  30. 30. <ul><li>Option to print details of Discounts </li></ul><ul><li>Ordered Item Description </li></ul><ul><li>Workflow replaces Receivables Interface </li></ul>OM Enhanced Functionality Invoicing
  31. 31. <ul><li>Unfolding strategy </li></ul><ul><li>New functionality </li></ul>OM Enhanced Functionality Shipping
  32. 32. <ul><li>Trip/Stop </li></ul><ul><li>Container management </li></ul>OM Enhanced Functionality Shipping
  33. 33. <ul><li>Order Import Enhancements </li></ul><ul><ul><li>Error Correction Forms </li></ul></ul><ul><ul><li>Import of Returns </li></ul></ul><ul><ul><li>Price and payment terms validation </li></ul></ul><ul><li>New EDI transactions </li></ul><ul><ul><li>Inbound Order Changes (860/ORDCHG) </li></ul></ul><ul><ul><li>Outbound Order Acknowledgments (855/865/ORDRSP) </li></ul></ul><ul><li>XML enabled </li></ul>OM Enhanced Functionality e-Commerce Capabilities
  34. 34. Pricing Pricing Engine
  35. 35. Pricing <ul><li>Set up price lists </li></ul><ul><li>Define pricing attributes </li></ul><ul><li>Copy and adjust price lists </li></ul><ul><li>Define pricing formulas </li></ul><ul><li>Set up modifiers to adjust prices, have freight/special charges and surcharges </li></ul><ul><li>Set up limited qualifiers </li></ul>Basic Pricing
  36. 36. Pricing <ul><li>Unlimited number of: </li></ul><ul><ul><li>Secondary price lists </li></ul></ul><ul><ul><li>Pricing attributes </li></ul></ul><ul><ul><li>Qualifiers </li></ul></ul><ul><li>Set up dynamic formulas as well as static </li></ul><ul><li>Define qualifier groups and attribute mapping </li></ul><ul><li>Set up promotions and deals </li></ul><ul><li>Set points and ranges for price breaks </li></ul>Advanced Pricing
  37. 37. Pricing Modifiers
  38. 38. Pricing Modifiers
  39. 39. Pricing Modifiers
  40. 40. Configuration Management <ul><li>Oracle Configurator </li></ul><ul><li>Selling Point configuration engine </li></ul>Oracle SellingPoint
  41. 41. Order Management Portal <ul><li>Access the portal to: </li></ul><ul><ul><li>View existing sales orders and returns </li></ul></ul><ul><ul><li>View shipping information </li></ul></ul><ul><ul><li>View availability </li></ul></ul><ul><ul><li>View AR information </li></ul></ul>
  42. 42. Order Management <ul><li>New Architecture </li></ul><ul><li>New User Interface </li></ul><ul><li>New Functionality </li></ul><ul><li>Enhanced Functionality </li></ul><ul><li>Pricing </li></ul><ul><li>Configuration Management </li></ul><ul><li>Order Management Portal </li></ul>

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