Oracle R12 Order Management Fundamentals

Audience:

• Functional Implementer

Required Prerequisites:

• Navigating Oracle Applications
• E-Business Suite Essentials for Implementers
• Navigating Oracle Applications 11i Self-Study CD Course
• R12 Oracle E-Business Suite Essentials for Implementers

Suggested Prerequisites:

• Inventory Management Fundamentals
• Financials Functional Foundation
• R12 Oracle Inventory Management Fundamentals
• R12 Oracle Financials Functional Foundation

Course Objectives:

• Create and use price lists, modifiers, qualifiers, and price books
• 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
• Define holds
• Purge orders
• Manage exceptions
• Execute the order-to-cash lifecycle with different order types

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

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
• Sales Agreements
• Negotiation Agreement
• Approve Sales Agreement

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 Rules
• Setting up Versioning and Audit History
• Auto-Schedule Profile Option
• Defining Credit Usage Rule Sets

Holds, Order Purge, and Exception Management Setup

• Seeded Holds
• Generic Holds
• 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

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