Order Management

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Oracle 11i Training Manual
Order Management
Table of Contents
Chapter 1………………………........................................Overview
Chapter 2………………………………………..…Entering Orders
Lesson 1…………………………..Header and Line Information
Lesson 2………………………………………..Order Organizer
Lesson 3………………….Additional Order Entry Functionality
Lesson 4………………………ATP Checking and Attachments
Lesson 5…………….Processing Drop Ship and Internal Orders
Chapter 3………………………………………...Managing Orders
Lesson 1…………………………….…………Changing Orders
Lesson 2………………..Applying a Hold and Canceling Orders
Chapter 4………………………………………...Customer Returns
Lesson 1……………….RMA Processing and Entering an RMA
Lesson 2………………………………Returning Configurations
Chapter 5…………………………………..Super User Information
2
Chapter 1
Order Management Overview
Chapter 1: Order Management Overview
Lesson 1: Overview and Features of Order
Management
Course Objectives
After completing this course, you should be able to do the
following:
 Use and navigate through the order organizer
 Enter and manage different types of sales orders
 Enter quote orders and create a Proforma invoice
 Check availability and schedule orders for shipment
 Copy, change, hold or cancel an order
 Enter and manage Customer Returns (RMAs)
 Acknowledge sales orders
 Create order support documents
5
Oracle Order Management Suite
 Oracle Order Management (including basic pricing)
 Order capture to book
 Manage and track
 Other applications within Order Management
 Oracle Advanced Pricing
 Oracle Configurator
 Oracle iStore
6
Order Management Features
 Offers comprehensive processing of:





Orders
Returns
Mixed orders and returns
Drop shipments
Quotes
 Performs order capture from EDI, Order Import and iStore
 Has order pricing, change, copy, cancel and monitoring
capabilities
 Enables management of customer address and contact
information
 Automatically checks credit during order booking and pick
7
Order Management Features
 With iPayment integration, offers seamless credit card
verification
 Capability to use Workflow for required approvals and
managing order changes
 Uses Processing Constraints set by responsibility to control
changes to orders
 Allow automatic or manual placement of holds on orders
 Offers customer item cross-referencing usage as an entry
option
 Enables available-to-promise (ATP) viewing and reserving
across the supply chain
 Communicates demand to manufacturing
8
Order Management Features
 Supplies product configuration capabilities for:
 Assemble-to-order (ATO)
 Pick-to-order (PTO)
 Sends comprehensive, detailed information to Receivables
for processing through AutoInvoice
 Furnishes standard reports to assist business processing
and analysis
9
Other Applications that Support Oracle
Order Management







Oracle Shipping Execution
Oracle Inventory
Oracle Bills of Material
Oracle Receivables
Oracle Work in Process
Oracle Purchasing
External Systems (i.e., Legacy systems)
10
Process Flow – Order Capture
O-020-010
Receive Customer
Order/Schedule
O-020-050
Determine Order Type
Credit/Debit
Memo Request?
No
O-200
Create RFQ
(Quote)
O-310
EDI Order
Transmission
O-270
Consignment
Order
0-320
Create Prototype
Order
Yes
O-020-020
Determine/Confirm
Customer Order
Requirements
O-020-060
Create Credit/Debit
Memo Request
Yes
O-210
Create
Standard
Order
Any
Discrepencies?
O-130
Bill Revenue
No
Are ALL order
items relevant to
this site ?
O-260
Drop-Ship
Order
No
O-020-030
Contact appropriate
site/warehouse to
place Order
O-220
Create Internal
Sales Order
O-280
Ship Only
(No Charge)
O-600
iStore Order
Received
O-030
Process Orders
O-290
Configure to
Order
O-230
Expedited
Shipments
Yes
Does Customer
Exist?
Yes
O-020-040
Trade Compliance
O-300
Invoice Only
Order
O-240
Create Sample
Order
O-190
Return Order
No
O-115
Customer Setup
O-250
Create Blanket/
Agreement Order
M-060
Perform Long
Range Production
Planning
11
Process Flow – Process Order
Assemble-toOrder or Pick-toOrder Item?
O-020
Capture Orders
ATO
PTO
Is PTO Product
Available for
Order?
O-030-010
Check Inventory
Availability for Line
Item (ATP)
M-090
Schedule
Production
O-030-020
Review Allocation for
Line Item with Respect
to Ship Date
O-190
Manage Returns
and Exchanges
O-040
Calculate Order
Price and
Maintain
Customer/Order
Data
Yes
O-030-070
Schedule Sales Order
Ship Date
O-030-030
Allocate/Reserve
Product to Orders
No
Credit Approved?
O-050
Manage Customer
Credit Exposure
Yes
No
Does Customer
Allow/Want to
Create
Backorder?
O-030-080
Book/Release Order
Yes
O-030-040
Create Backorder
Order Related
Proforma?
O-070
Manage
Backorders
Yes
No
Is Order
No
Acknowledgement
Required?
Yes
No
Can Product be
Outsourced?
Yes
O-030-090
Create Proforma
Invoice
O-260
Drop-Ship
Orders
O-030-100
Create Order
Acknowledgment
No
S-170
Initiate, Manage
and Close Internet
Sale
Yes
O-030-050
Cancel Line
S-210
Close the Loop to
Marketing,
Planning,
Manufacturing,
and Logistics
Cancel Order
Line?
No
Cancel Order?
Yes
O-030-060
Cancel Order
M-090
Schedule
Production
O-110
Plan/Manage
Shipping/Delivery
No
O-070
Manage
Backorders
End
M-070
Perform Medium
Range Production
Planning
12
Chapter 2
Entering Orders
Chapter 2: Entering Orders
Lesson 1: Header and Line Information
Introduction to Order Entry
 Users can enter, view, and update sales orders using the
Sales Orders or Order Organizer window. Entering or
locating an order can be done using the following order
information to query (but not limited to):
Customer Name/#
Customer PO Number
Contact Information
Pricelist
Ship To/Bill To Information
Responsibility to create an Order:
• Customer Support Representative (CSR)
• Customer Support Manager (CSM)
Navigation: Order Management > Orders,Returns > Sales Orders
15
Pre-Requisites to Create a Sales Order
 The following info is necessary to create and book an order
in the Tecumseh Order Management System:
 Valid customer setup including:
•
•
•
•
•
Ship-To #/Address
Bill-To #/Address
Payment Terms
Trade compliance Check
Credit Limits
 Items setup in Inventory
 Items assigned to a Price List
16
Sales Order Form – Header Level
1
2
17
Sales Order Form – Line Level
1
2
3
4
5
6
7
18
Entering Orders – Header
Information
1
3
6
2
4
5
7
8
9
10
19
Entering Orders – Header
Information
11
12
13
14
15
20
Entering Orders – Line
Information
9
8
1
2
3
6
4
5
7
10
21
Processing Credit Cards
6
1
2
3
3b
3a
4
5
22
Processing Orders with
Fulfillment Sets
2
1
3
4
6
5
8
23
Processing Orders with
Fulfillment Sets
11
12
9
10
14
24
Processing Orders with Ship Sets
2
1
3
4
6
5
25
Processing Orders with Ship Sets
11
12
9
10
14
26
Chapter 2: Entering Orders
Lesson 2: Order Organizer
Introduction to the Order
Organizer
 The Order Organizer enables you to easily manage existing
orders and returns in your system. Using this window it is
very easy to find your recent orders, orders past their
requested shipment date, orders on a particular hold, or
orders for an important customer. The Order Organizer
consists of the following windows:
 Find Orders
 Order Organizer
 Navigation: Orders, Returns >
Order Organizer
28
Find Orders Window
1
2
5
3
4
6
7
29
Order Organizer Window
1a
1b
1c
1d
2c
2a
2d
2e
2b
Search Window Tabs
30
Using the Order Organizer to
Search for a Sales Order
Enter search criteria
1
3
2
View results of search
4
31
Chapter 2: Entering Orders
Lesson 3: Additional Order Entry Functionality
Action Button - Navigation
Enter search criteria
1
3
2
View results of search
4
33
Action Button - Copying
2
Copy at the SO Header
or at the individual line
level. Review Tabs for
copying options.
34
Copying a Sales Order Header
1
2
4
3
35
Copying Sales Order Lines
5
6
7
11
Click on the flashlight icon to
search for copied order
9
10
36
Action Button - Additional Order
Information at Header Level
Different tabs of
information related to
the Sales Order
37
Action Button –Additional Line
Information at Line Level
2
Different tabs of
information related to
the Sales Order line
38
Action Button –Additional Line
Information at Line Level
Different tabs of
information related to
the Sales Order
39
Action Button - Go To Line
2
Enter a line number
and click Go To
40
Action Button - Apply Automatic
Attachments at Line Level
2
A Note window will appear
telling you whether or not
attachments were applied.
41
Action Button - Cancel
3
2
4
42
Action Button – Price Order
43
Action Button - Calculate Tax at
Order or Line level
44
Canceling an Order / Line After
Booking
2
4
8
3
5
6
7
45
Action Button – Notifications at Header
or Line Level
Click the Responsibilities LOV
and select a user to send the
Notification to. Enter a message
and press Send.
46
Action Button – Sales Credits
1
3
4
2
5
47
Action Button – View Adjustments
2
3
1
4
5
48
Action Button - View Shipping
Status
1
49
Action Button – Progress Order
1
2
50
Action Button – Promotion/Pricing
Attributes
1
51
Action Button – Sales Credits
at the Line Level
2
3
4
1
52
Action Button – View Tax Details
3
2
53
Chapter 2: Entering Orders
Lesson 4: ATP Checking and Attachments
ATP – Available to Promise
LG1
Instance 1
LG2
Instance 2
CON
Instance 3
Availability
100
Availability
0
Availability
50
ATP View
LG2
Order Entry
Customer
Order
125
ATP Result:
Available 125
100 from LG1
25 from CON
or
75 from LG1
50 from CON
55
Performing ATP Checking
Availability Window
A
B
C
D
E
F
G
H
Needs additional Content –
Procedure Steps
56
Performing ATP Checking cont’d
Availability Window
A
B
C
D
E
F
G
H
Needs additional Content –
Procedure Steps
57
Applying Attachments to an Order
1
3
4
2
5
6
7
58
Applying Notes to an Order
1
3
4
2
5
6
7
8
9
59
Chapter 2: Entering Orders
Lesson 5: Processing Drop Ship and Internal
Orders
Enter Drop Ship Order
1a
1b
1c
1d
1e
1f
1g
1i
1h
61
Enter Drop Ship Order
2a
2b
2c
2d
2e
62
Enter Drop Ship Order
3
4a
4b
4c
4d
4e
4f
63
Enter Drop Ship Order
5
6a
6b
7
8
64
Enter Drop Ship Order (extended)
26
28
27
65
Enter Drop Ship Order (extended)
35
34
66
Enter Drop Ship Order (extended)
37
38
40
39
67
Enter Drop Ship Order (extended)
42
43
68
Enter Drop Ship Order (extended)
48
46
45
47
51
52
69
Internal Requisition - Internal
Sales Order Process
Where can I find MultiOrg Diagram
70
Chapter 3
Managing Orders
Chapter 3: Managing Orders
Lesson 1: Changing Orders
Applying Mass Changes at the
Order Header Level
2
3
5a
5b
5c
5d
4
Order Mass
Change window
a
65
b
73
Applying Mass Changes at the
Order Line Level
3
4
6a
2
6b
6c
6d
6f
6e
Lines Tab
5
Order Mass
Change window
7
74
Adding a Line to a Booked Order
10
3
8
6
9
7
5
4
2
75
Splitting Order Lines
3
2
4
76
Splitting Order Lines
6
5
7
8
9
10
77
Change Salesperson Data
7
5
2
3
78
Reschedule a Sales Order or Lines
5
3
4
79
Chapter 3: Managing Orders
Lesson 2: Applying a Hold and Canceling
Orders
Apply a Hold to an Order or
Return
1
2
2
3
4
5
6
81
Apply a Hold to an Order Line or
Return Line
2
3
3
4
5
6
7
82
View an Order’s Holds
Information
1
2
2
5
4
3
83
Release a Hold
1
2
3
4
5
6
84
Release a Hold – Header
7
1
3
2
2
4
5
6
85
Release a Hold – Line Level
8
2
4
3
3
5
6
7
86
Chapter 4
Customer Returns (RMA)
Chapter 4: Customer Returns (RMA)
Lesson 1: RMA Processes and Entering an RMA
RMA Standard Process
Single RMA, originating
Verify status header
Book RMA
transaction is unknown
and lines using workflow
monitor
From Oracle AR, run auto
Check on hand quantity of item
Receive RMA using receipts
invoice to create credit
in inventory to verify correct amount
from Oracle Purchasing
memo, if required
Check the authorized and
accepted quantity on the RMA line
89
Methods for entering an RMA
 Entering a Referenced RMA
 Original Sales Order
 Original Purchase Order
 Invoice
 Item / Serial Number
 Entering an Un-referenced RMA
 Copy from another order or RMA
 Create a manual Return
90
Enter an RMA using the Copy
Feature
3
2
4
91
Enter an RMA using the Copy
Feature
5
6
7
8
92
Enter a Manual Return
5
1
2
3
4
3
93
Chapter 4: Customer Returns (RMA)
Lesson 2: Returning Configurations
Returning Configurations
 Configurations are a special class of returning items.
 Configurations are unique to a sales order because
customers may choose different options on each order
line and the underlying bill of material may change
between orders. Consequently, when returning a
configuration, it is useful to copy the original sales order
or have a reference source to tie the return to the sales
order or invoice.
95
RMA Cancelations: Configurations
You can cancel:
 Models: Oracle Order Management cancels the option
classes, option items, and included items in proportion to
the cancelled model quantity.
 Option classes: Oracle Order Management cancels the kit
and included items. You can cancel option classes in
whole integer proportion to the model quantity only.
 You cannot cancel an order line created for a ATO
configuration after a star (*) number has been generated
and if the order has been booked or scheduled. Most
actions against a configuration line are disabled; you
should perform the action on the model line.
96
RMA Cancelations: Configurations
You can cancel:
 Kits: You can cancel kits in proportion to the model
quantity. However, a hold will be placed on the option
line; select a replacement option if you wish.
 If you have shipped partial quantities of components in a
pick-to-order configuration, you can cancel the leftover
incomplete configurations.
 If a model (top level) is completely cancelled,
configuration validation routines are executed. If you
attempt to perform a partial or complete cancellation of an
order line that is part of a model or kit, complete
configuration validations will be executed to ensure the
model configuration is still valid.
97
RMA Cancelations: Configurations
You cannot cancel:
 Mandatory option classes.
 Partial quantities of option lines that would result in
incomplete configurations.
 Proportional quantities for any children of a model must
be a whole integer equivalent.
 Included items: You cannot cancel, update, or delete
included items.
If you use Oracle Configurator to create configurations:
 You can use Oracle Order Management to cancel the
configuration and its parts.
 Oracle Configurator re-validates and re-configures the
configuration after the cancel.
98
Booking an RMA
 To continue processing, book your RMA.
 Booking is workflow enabled.
 The application comes seeded with two types of
booking processes:
 Manual
 Deferred booking
Canceling RMAs
What must you do if you want to cancel an entire return?
 You need to do it before invoicing or receiving has
occurred.
Chapter 5
Super User Information
Create Automatic Attachments
2
3
4
6
5
7
8
9
10
11
102
Define a Hold Source
5
1
6
7
2
4
3
4
103
Define a Hold Source
8
9
104
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