11i Oracle Order Management Fundamentals

In this course, participants will learn about Order Management process flows, application functionality, and the requirements required to manage and control sales order fulfillment. Students will receive instruction on how to enter and maintain simple to complex Sales Orders. They will learn how to manage changes, and cancellation to orders, and how to process returns. Students will learn critical tangent topics including Customer/Party Management, Sales Credits, Shipping, Pricing, and Inventory related topics such as Items, and Organization structure as they relate to sales order fulfillment. Students will also receive information regarding the set up and implementation considerations of the Order Management product.

• Maintain party and customer account information
• Enter Orders
• Manage Orders

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

• Functional Implementer

Course Topics Order to Cash Lifecycle Overview

• Ordering and Scheduling Process
• Pricing Process
• Shipping Process
• Autoinvoice Process
• Receivables Process

Overview of Oracle Order Management

• Order Management Process
• Order Management - Multiple Fulfillment Models
• Overview of the Order Management Process

Inventory Organizations and Items

• Describe Enterprise Structure in Oracle Applications
• Defining Units of Measure
• Defining Locations
• Setting up Inventory Organizations
• Establishing Inventory Parameters
• Defining Sub-inventories
• Item Attributes
• Creating an Item

Enter Orders

• Entering Simple Negotiation information
• Entering Sales Header and Line information
• Creating Blanket Sales Agreements
• Creating Internal Orders
• Creating Drop Shipments and Back-to- Back Orders
• Scheduling Orders
• Booking and Copying Orders
• Order Import and Identifying Key Setup Elements

Manage Parties and Customer Accounts

• Entering and maintaining party and customer account information
• Creating profile classes and assign them to customer accounts
• Creating and maintain party and customer account information
• Enabling customer account relationships
• Defining TCA party paying relationships
• Merging parties and customer accounts
• Viewing party and customer account information
• Defining setup options

Credit Management

• Setting up for credit management
• Using credit profile changes
• Identifying credit management processing
• Using workflow and lookups
• Reviewing credit management performance
• Applying credit hierarchy

Order Inquiry

• Pricing and Availability
• Order Organizer
• Order Information Portal

Manage Orders

• Entering Order Updates
• Managing Approvals
• Managing Holds
• Managing Credit Checking
• Canceling and Closing Orders
• Purging Orders

Overview of Pricing

• Overview of Pricing in the Order to Cash Lifecycle
• Overview of Pricing Concepts, Integration, Engine
• Overview of Pricing Security
• Overview of Price Lists, Pricing Agreements
• Overview of Formulas, Qualifiers and Modifiers
• Overview of Contexts and Attributes
• Overview of Freight and Special Charges
• Overview of Basic vs. Advanced Pricing

Basic Pricing

• Pricing Security
• Creating Price Lists - Header and Line
• Maintaining Price Lists
• Agreements
• Formula
• Pricing Attributes
• Modifiers - inclusive of Freight & Special Charges modifiers
• Attribute Management

Oracle Shipping Execution

• Pick Release Process
• Ship Confirm Process
• Deliveries and Delivery Lines
• Shipping Parameters
• Pick Release Rules
• Freight Carriers
• Profile Options
• Shipping Execution Reports

Course Objectives

• Learn the key areas in the Order to Cash Lifecycle
• Learn about the integration between Order Management and other applications
• Learn how items integrate within the Order to Cash Lifecycle
• Create and maintain party and customer account information
• Create and process different types of orders
• Manage orders - updating, canceling, purging, closing
• Learn pricing concepts and the usage of Pricing Engine in Order Management
• Learn shipping concepts and the role of Shipping in Order Management