R12.x Oracle Order Management Fundamentals

This course will be applicable for customers who have implemented Oracle E-Business Suite Release 12 or Oracle E-Business Suite 12.1.

In this course, students learn about the basic order capture and order fulfillment flows that Oracle Order Management facilitates, and also learn how to perform setup steps, including transaction type, document sequence, order import, and hold setup, that enable these flows. Students learn how to perform the Oracle Inventory setup steps that support Oracle Order Management, including how to create subinventories, units of measure, and items. Students also learn how to perform required Oracle Receivables setup steps, including how to create customers, payment terms, and territories, and how to define credit checking. The course includes information about how to enable multiple organization access control (MOAC) specifically for Oracle Order Management. In addition, the course includes details about how to setup up basic Pricing and Shipping Execution functionality, and also provides details about price lists, modifiers, qualifiers, and shipping-related activities. The course includes practices that train students how to setup the functionality described in the class.

Learn To:

• Set up Oracle Order Management
• Manage exceptions and holds
• Use key order flows
• Set up Shipping Execution and basic Pricing functionality

Audience

• Functional Implementer
• End Users

Course Topics Overview of Oracle Order Management

• Overview of Oracle Order Management
• What is Oracle Order Management?
• Order Capture and Order Fulfillment
• Oracle Order Management Capabilities
• Order to Cash Lifecycle
• Integration with Other Products

Multiple Organization Access Control Setup

• Organization Structure in Oracle Applications
• Multi-Org Access Control (MOAC)
• Using MOAC in Oracle Order Management
• Setting Up MOAC

Oracle Inventory Setup for Oracle Order Management

• Receipt to Issue Lifecycle
• Inventory Organizations
• Setting Up Locations
• Inter-organization Shipping Networks
• Unit of Measure Conversions
• Order Management Item Attributes
• Item Relationships

Oracle Receivables Setup for Oracle Order Management

• Overview of Trading Community Architecture
• Key Customer Related Concepts in TCA
• Adding Customers in Order Management
• Defining Payment Terms
• Defining Territories in Receivables
• Defining Invoice Sources (Batch Source) – Automatic Transaction Numbering

Oracle Order Management Setup Steps

• Overview of Quick Code or Lookup Types
• Overview of Transaction Types Window
• Workflow in Transaction Types
• Setting up Processing Constraints
• Defining Defaulting and Item Orderability Rules
• Setting up Versioning and Audit History
• Auto-Schedule and Delay Schedule Profile Options
• Defining Credit Usage Rule Sets

Holds, Order Purge, and Exception Management Setup

• Seeded Holds
• Generic Holds
• Specifying Holds Framework
• Order and Quote Purge
• Purge Sets

Basic Pricing Setup

• Overview of Pricing in the Order to Cash Process
• Creating a Price List
• Secondary Price List
• Copy Price List
• Price List Maintenance: Overview
• Add Items to Price List
• Implementation Steps: Setting Key Profile Options

Overview of Shipping Execution

• Shipping Execution Flow
• Delivery and Delivery Lines
• Trips and Stops
• Delivery Leg
• Ship Confirm

Shipping Execution Setup

• Granting Roles To Users
• Freight Carriers
• Transit Times
• Delivery Compliance Screening
• Running Pick Release
• Pick Slip Grouping Rule
• Auto Create Deliveries
• Release Sales Orders for Picking Window

Order Entities and Order Flows

• Order to Cash Lifecycle with Standard Items
• Order to Cash Lifecycle with PTO Models and PTO Kits
• Drop Shipments
• Drop Shipments Across Ledgers
• Back-to-Back Orders
• Managing IR-ISO Changes
• Sales Agreements
• Negotiation Agreement

Course Objectives

• Define item orderability rules
• Explain shipping flows within the order-to-cash lifecycle
• Set up and use shipping entities to perform shipping-related activities
• Set up multiple organization access control for Oracle Order Management
• Define subinventories, units of measure, and items
• Create available-to-promise rules
• Define customers, invoice information, and credit checking
• Explain tax-related setup steps
• Set up profile options and system parameters
• Set up processing constraints, defaulting rules, and transaction types
• Use scheduling and workflow
• Create and use price lists, modifiers, qualifiers, and price books
• Define holds
• Purge orders
• Manage exceptions
• Execute the order-to-cash lifecycle with different order types