Oracle® Order Management

[Pages:1018]Oracle? Order Management

Implementation Manual Release 12.1

Part No. E13406-04

August 2010

Oracle Order Management Implementation Manual, Release 12.1

Part No. E13406-04

Copyright ? 2000, 2010, Oracle and/or its affiliates. All rights reserved.

Primary Author: Pratima Mahtani, Padma Rao

Contributing Author: Praveen Damodaran, Saraja Panda, Pradeep Bansal, Aditya Mallik, Srikanth Kali, Shyam Hari Kumar, Sivakumar Venkatraman, John Salvini, Rakesh Moharana.

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Contents

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Preface

1 Introduction to Order Management Implementation

Overview of Oracle Order Management.................................................................................. 1-1

2 Oracle Order Management Setup

Overview of Setup..................................................................................................................... 2-2 Setup Steps................................................................................................................................ 2-3 Oracle Order Management Recommended Implementation...................................................2-3 Order Management Setup Steps............................................................................................... 2-3 Setup Steps Defined in Detail.................................................................................................. 2-6 Multi-Org Access Control....................................................................................................... 2-12 Profile Options........................................................................................................................ 2-14 Order Management Profile Option Descriptions and Settings............................................. 2-46 Selected Oracle Application Profile Option Descriptions..................................................... 2-75 Setting OM System Parameters.............................................................................................. 2-78 Defining Parameters................................................................................................................ 2-78 Setting Parameter Values........................................................................................................ 2-80 Seeded System Parameters...................................................................................................... 2-82 Accessing the Installation Details form.................................................................................. 2-89 Define Tax Features................................................................................................................. 2-89 Define QuickCodes................................................................................................................. 2-93 Viewing Notifications............................................................................................................. 2-95

Exception Management..................................................................................................... 2-95

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Define Document Sequences for Order Numbering............................................................. 2-97 Define Order Management Transaction Types...................................................................... 2-99 Define Order Import Sources................................................................................................2-111 Defining Processing Constraints.......................................................................................... 2-112 Defining Validation Templates............................................................................................ 2-118 Defining Record Sets............................................................................................................ 2-120 Define Defaulting Rules....................................................................................................... 2-122 Define Credit Checking Rules.............................................................................................. 2-132 Defining Credit Check Rules................................................................................................ 2-142 Deactivating Credit Checking .............................................................................................. 2-150 Oracle Payments Processing................................................................................................. 2-150 Define Automatic Holds....................................................................................................... 2-152 Define Attachments............................................................................................................... 2-157 Defining Documents in Advance......................................................................................... 2-160 Defining Attachment Addition Rules.................................................................................. 2-160 Defining Document Categories............................................................................................ 2-161 Define Freight and Special Charge Types............................................................................ 2-164 Setting up Freight Rates and Charges...................................................................................2-172 Overview of Shipping Tolerances........................................................................................ 2-174 Defining Shipping Tolerances.............................................................................................. 2-175 Release Management Integration Setup for Sales Agreements........................................... 2-177 Scheduling Across Orders Setup.......................................................................................... 2-177 Gross Margin......................................................................................................................... 2-178 User Item Description........................................................................................................... 2-179 Setup for Related Items......................................................................................................... 2-179 Setup of Recurring Charges.................................................................................................. 2-181 Trading Community Usage Within Order Management..................................................... 2-182

3 Oracle Pricing Setup

Overview of Basic Pricing......................................................................................................... 3-3 Oracle Advanced Pricing Versus Basic Pricing........................................................................ 3-3 Pricing Terminology................................................................................................................ 3-35 Basic Pricing Features.............................................................................................................. 3-37 Setting Up Basic Pricing ......................................................................................................... 3-41 Overview of Pricing Security.................................................................................................. 3-43 Pricing Security Terms............................................................................................................ 3-44 Pricing Security and Operating Units..................................................................................... 3-45 Setting up Pricing Security..................................................................................................... 3-47 Changes to Pricing windows after Upgrading and Turning Pricing Security On................ 3-48 Assigning Ownership of Pricing Entities to Operating Units (Entity Usage page) ............. 3-51

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Creating Pricing Entity Usage................................................................................................. 3-52 Making Bulk Updates to Pricing Entity Usage....................................................................... 3-53 Creating Privileges.................................................................................................................. 3-54 Using the Bulk Create Privileges feature ............................................................................... 3-59 Setting up Default Security Profile Options for New Pricing Entities .................................3-62 Security Profile Option Settings Compared .......................................................................... 3-63 Setting Pricing Security ON.................................................................................................... 3-66 Overview of Price Lists........................................................................................................... 3-68 Maintaining Price Lists........................................................................................................... 3-69 Price List Features.................................................................................................................... 3-69 Overview of GSA Pricing........................................................................................................3-72 Setting up GSA Pricing........................................................................................................... 3-74 Overview of Formulas............................................................................................................. 3-75 Overview of Modifiers ........................................................................................................... 3-76 Implementing Modifiers......................................................................................................... 3-76 Types of Adjustments............................................................................................................. 3-76 Modifiers: How Do I Define My Product Hierarchy?............................................................ 3-77 Modifiers: How are they qualified?........................................................................................ 3-78 Modifier: Additional Controls and Special Considerations.................................................. 3-80 Manual Adjustments using Modifiers................................................................................... 3-80 Overview of Agreements ........................................................................................................3-82 Revising Agreements.............................................................................................................. 3-83 Defining Special Terms for an Agreement............................................................................. 3-84 Setting up Agreements............................................................................................................ 3-84 Overview of Contexts and Attributes in Attribute Management.......................................... 3-85 Creating Context and Attributes............................................................................................. 3-87 Deleting Contexts.................................................................................................................... 3-89 Creating Attributes.................................................................................................................. 3-89 Deleting Attributes.................................................................................................................. 3-92 Linking Attributes to a Pricing Transaction Entity................................................................ 3-92 Viewing Information about a Pricing Transaction Entity......................................................3-94 Summary of Attribute Levels for Pricing Setup windows..................................................... 3-98 Using Defaulting Rules in Basic Pricing................................................................................ 3-98 Overview of Freight and Special Charges............................................................................ 3-100 Process Flows......................................................................................................................... 3-102 Setting up Pricing Modifiers for Freight and Special Charges ........................................... 3-104 Setting up Freight and Special Charges For Cost to Charge Conversion............................ 3-114 Other Business Scenarios...................................................................................................... 3-118 Troubleshooting Freight and Special Charges..................................................................... 3-126 Service Duration Computation............................................................................................. 3-129 Price Book.............................................................................................................................. 3-129

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Bulk Loader Import............................................................................................................... 3-131

4 Oracle Configurator Setup Requirements

Overview................................................................................................................................... 4-1 Configurator.............................................................................................................................. 4-1

5 Order Entry

Negotiation in Order Management...........................................................................................5-2 Setup.......................................................................................................................................... 5-4 Considerations......................................................................................................................... 5-10 Sales Orders............................................................................................................................. 5-12 Process Steps............................................................................................................................ 5-14 TeleSales eBusiness Center to Sales Orders Window............................................................ 5-19 Order Purge............................................................................................................................. 5-20 Considerations during Order Copy........................................................................................ 5-20 Sales Agreements.................................................................................................................... 5-22 Preview and Print Sales Documents....................................................................................... 5-29 XML Publisher Multi-Language Support............................................................................... 5-32 Internal Sales Orders............................................................................................................... 5-34 Enhanced Intercompany Invoicing for Internal Sales Orders............................................... 5-43 Integration of Advanced Pricing and Intercompany Invoicing............................................. 5-43 Intercompany Invoicing.......................................................................................................... 5-45 Intercompany Invoicing Incoming Cost ................................................................................ 5-46 Returns and Credits................................................................................................................. 5-46 Process Flow............................................................................................................................ 5-51 Workflow................................................................................................................................. 5-57

6 Shipping Execution Setup

Overview of Setup..................................................................................................................... 6-2 Setup Steps................................................................................................................................ 6-4 Profile Options.......................................................................................................................... 6-7 Roles and Users....................................................................................................................... 6-14

Defining a New Role.......................................................................................................... 6-15 Copying an Existing Role................................................................................................... 6-22 Granting a Role to a User................................................................................................... 6-23 Finding Grants and Roles.................................................................................................. 6-25 Updating a User's Grant.................................................................................................... 6-28 Defining Global Parameters................................................................................................... 6-29 Shipping Parameters............................................................................................................... 6-32 Defining Shipping Parameters............................................................................................... 6-33

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Defining Pick Release Parameters.......................................................................................... 6-35 Defining Shipping Transaction Parameters........................................................................... 6-39 Defining Delivery Parameters................................................................................................ 6-41 Defining Freight Carriers and Ship Methods.........................................................................6-44 Ship Method............................................................................................................................ 6-54 Defining Freight Costs............................................................................................................ 6-55 Defining Shipment Transit Times.......................................................................................... 6-57 Defining Document Sequences.............................................................................................. 6-60 Defining Document Categories.............................................................................................. 6-62 Assigning Document Sequences to Document Categories.................................................... 6-65 Defining Shipping Document Sets.........................................................................................6-65 Choosing Printers for Shipping Documents and Labels....................................................... 6-68 Defining Pick Slip Grouping Rules........................................................................................6-72 Defining Release Rules........................................................................................................... 6-73 Defining Release Sequence Rules.......................................................................................... 6-79 Defining Transportation Calendars........................................................................................ 6-81 Defining Shipping Exceptions................................................................................................ 6-84 Defining Containers and Vehicles..........................................................................................6-90 Defining Container-Item Relationships................................................................................. 6-90 Finding Container-Item Relationships................................................................................... 6-92 Using LPNs/Containers in Shipping Execution..................................................................... 6-92 LPN/Container Setup Steps.................................................................................................... 6-93 Creating LPNs/Containers.......................................................................................................6-98 Define Default Containers for Customer Items................................................................... 6-100 Packing Items into LPNs/Containers.................................................................................... 6-101 Additional LPN/Container Functionality............................................................................. 6-106 International Trade Management Partner Integration......................................................... 6-108 Regions and Zones................................................................................................................ 6-126 Order Processing................................................................................................................... 6-128 Setting Up Regions and Zones.............................................................................................. 6-128 Oracle Shipping Debugger................................................................................................... 6-134

7 Order Entry Tools

Transaction Types..................................................................................................................... 7-2 Overview................................................................................................................................... 7-2 Introduction............................................................................................................................... 7-2 Functionality.............................................................................................................................. 7-3 Terminology.............................................................................................................................. 7-3 Defining Line (Transaction) Types........................................................................................... 7-4 Defining Order Transaction Types........................................................................................... 7-9

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Assigning Workflows to Transaction Types.......................................................................... 7-17 Workflow Validation.............................................................................................................. 7-20 Creating a Document Sequence.............................................................................................. 7-23 Assign a Document Sequence................................................................................................. 7-23 Reports..................................................................................................................................... 7-24 Example................................................................................................................................... 7-24 Using Workflow in Order Management................................................................................. 7-29 Overview................................................................................................................................. 7-29 Workflow................................................................................................................................. 7-30 Fulfillment with Wait.............................................................................................................. 7-30 Line Flow: Generic, Performance............................................................................................ 7-31 Defaulting Rules..................................................................................................................... 7-32 Key Enhancements.................................................................................................................. 7-38 Terminology............................................................................................................................ 7-38 Attributes and Entities in Order Management....................................................................... 7-38 Conditions............................................................................................................................... 7-39 Sequence of Defaulting........................................................................................................... 7-40 Sources of Values.................................................................................................................... 7-40 Dependencies.......................................................................................................................... 7-42 Examples.................................................................................................................................. 7-43 Controlling Changes............................................................................................................... 7-44 Reports..................................................................................................................................... 7-45 Implementation Considerations............................................................................................. 7-45 New Defaulting Features........................................................................................................ 7-46 Order Management Defaulting Rules.................................................................................... 7-47 Cascading ................................................................................................................................ 7-47

8 Order Inquiry and Status

Pricing and Availability............................................................................................................ 8-2 Profiles and Parameters............................................................................................................. 8-3 Setup.......................................................................................................................................... 8-4 Order Organizer........................................................................................................................ 8-4 Profiles....................................................................................................................................... 8-6 Creating & Managing Folders in Oracle Applications.............................................................8-6 Order Information .................................................................................................................... 8-7 Setup.......................................................................................................................................... 8-9 Oracle Applications Framework (OAF) Overview................................................................... 8-9 Menus and Responsibilities..................................................................................................... 8-9 FND Messages and Lookups................................................................................................... 8-10 UI Definition Overlays with the OA Personalization Framework........................................ 8-10

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