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Oracle 11i Training Manual Order Management

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  1. Oracle 11i Training ManualOrder Management

  2. 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

  3. Chapter 1Order Management Overview

  4. Chapter 1: Order Management OverviewLesson 1: Overview and Features of Order Management

  5. 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

  6. 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

  7. 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

  8. 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

  9. 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

  10. 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)

  11. Process Flow – Order Capture

  12. Process Flow – Process Order

  13. Chapter 2Entering Orders

  14. Chapter 2: Entering OrdersLesson 1: Header and Line Information

  15. 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

  16. 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

  17. Sales Order Form – Header Level 1 2

  18. Sales Order Form – Line Level 1 2 3 4 5 6 7

  19. Entering Orders – Header Information 1 2 3 4 5 6 7 8 9 10

  20. Entering Orders – Header Information 11 12 13 14 15

  21. Entering Orders – Line Information 9 8 1 6 3 2 4 5 10 7

  22. 6 1 2 3 3b 3a 4 5 Processing Credit Cards

  23. 2 1 3 4 6 5 8 Processing Orders with Fulfillment Sets

  24. Processing Orders with Fulfillment Sets 11 12 9 10 14

  25. 2 1 3 4 6 5 Processing Orders with Ship Sets

  26. 11 12 9 10 14 Processing Orders with Ship Sets

  27. Chapter 2: Entering OrdersLesson 2: Order Organizer

  28. 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

  29. Find Orders Window 1 3 2 4 5 7 6

  30. Order Organizer Window 1a 1b 1c 1d 2d 2c 2e 2a 2b Search Window Tabs

  31. Using the Order Organizer to Search for a Sales Order Enter search criteria 1 3 2 View results of search 4

  32. Chapter 2: Entering OrdersLesson 3: Additional Order Entry Functionality

  33. Action Button - Navigation Enter search criteria 1 3 2 View results of search 4

  34. Copy at the SO Header or at the individual line level. Review Tabs for copying options. Action Button - Copying 2

  35. 1 2 4 3 Copying a Sales Order Header

  36. Copying Sales Order Lines 5 6 7 11 Click on the flashlight icon to search for copied order 9 10

  37. Action Button - Additional Order Information at Header Level Different tabs of information related to the Sales Order

  38. Action Button –Additional Line Information at Line Level 2 Different tabs of information related to the Sales Order line

  39. Action Button –Additional Line Information at Line Level Different tabs of information related to the Sales Order

  40. Action Button - Go To Line 2 Enter a line number and click Go To

  41. Action Button - Apply Automatic Attachments at Line Level 2 A Note window will appear telling you whether or not attachments were applied.

  42. Action Button - Cancel 3 2 4

  43. Action Button – Price Order

  44. Action Button - Calculate Tax at Order or Line level

  45. 2 4 8 3 5 6 7 Canceling an Order / Line After Booking

  46. 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.

  47. Action Button – Sales Credits 1 4 3 2 5

  48. Action Button – View Adjustments 1 2 3 4 5

  49. Action Button - View Shipping Status 1

  50. Action Button – Progress Order 1 2