Oracle® Order Management

[Pages:1200]Oracle? Order Management

User's Guide Release 12.1

Part No. E13408-04

August 2010

Oracle Order Management User's Guide, Release 12.1

Part No. E13408-04

Copyright ? 2002, 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, Sitaram Goli.

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Contents

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Preface

1 Introduction

Overview................................................................................................................................... 1-1

2 Order Capture

Sales Orders Workbench........................................................................................................... 2-1 Overview of Sales Orders......................................................................................................... 2-8 Sales Orders Customization...................................................................................................... 2-9 Sales Orders Tools Menu ....................................................................................................... 2-21 Defining Sales Order Main and Other Header Information................................................. 2-22 Defining Sales Order Line Addresses Information............................................................... 2-29 Defining Sales Order Line Item Main Information............................................................... 2-30 Item Orderability..................................................................................................................... 2-36 Overview of Quick Sales Orders............................................................................................ 2-42 Integration and Features......................................................................................................... 2-44 Folder Functionality in Quick Sales Orders........................................................................... 2-48 Line Details Display................................................................................................................ 2-53 Overview of Transaction Types.............................................................................................. 2-55 Simple Negotiation in Oracle Order Management Overview .............................................. 2-56 Quote Numbers....................................................................................................................... 2-65 User Procedures ...................................................................................................................... 2-66 Expiration Date Overview ...................................................................................................... 2-73 Expiration Date Major Features ............................................................................................. 2-74

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User Procedures ...................................................................................................................... 2-76 Seeded Workflows Overview................................................................................................. 2-77 Quick Code Status on the Quote Listing Page....................................................................... 2-80 Major Features Workflow in Quoting - Negotiation..............................................................2-81 Negotiation Phase.................................................................................................................... 2-82 Approvals................................................................................................................................ 2-85 User Procedures....................................................................................................................... 2-88 Viewing Workflow Statuses and Processes............................................................................ 2-89 Back-To-Back Orders............................................................................................................... 2-91 Defining Return Material Authorizations.............................................................................. 2-92 Overview of Returns .............................................................................................................. 2-96 Return Material Authorizations and Credit Orders............................................................. 2-100 RMA Business Flows.............................................................................................................2-103 Defining Sales Order Line Return Information................................................................... 2-104 RMA Setup ........................................................................................................................... 2-105 RMA Processing.................................................................................................................... 2-107 Managing RMA Exceptions.................................................................................................. 2-113 Drop Ship Return Flow......................................................................................................... 2-114 Order Import.......................................................................................................................... 2-115 Data Values and Options...................................................................................................... 2-122 Order Import Validations..................................................................................................... 2-122 Open Interface Tracking User Interface............................................................................... 2-131 Overview of High Volume Order Processing.......................................................................2-135 HVOP Parameters.................................................................................................................. 2-136 HVOP Processing Results..................................................................................................... 2-139 Output File............................................................................................................................. 2-139 Importing High Volume Orders........................................................................................... 2-140 Booking.................................................................................................................................. 2-141 Manual Booking Process....................................................................................................... 2-141 Deferred Booking Process..................................................................................................... 2-141 Fulfillment in Oracle Order Management............................................................................ 2-142

3 Sales Agreements

Overview of Sales Agreements................................................................................................. 3-1 Sales Agreements Headers........................................................................................................ 3-4 Sales Agreements Lines............................................................................................................ 3-7 Releases..................................................................................................................................... 3-9 Release Lines........................................................................................................................... 3-10 Transaction Types .................................................................................................................. 3-12 Sales Agreement Process......................................................................................................... 3-13

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Workflow................................................................................................................................. 3-19 Lost Agreement........................................................................................................................ 3-22 Expiration................................................................................................................................ 3-23 Termination............................................................................................................................. 3-23 Closing a Sales Agreement......................................................................................................3-24 Security.................................................................................................................................... 3-25 Defaultable Attributes............................................................................................................ 3-27 Configurations......................................................................................................................... 3-27 Pricing and Releases................................................................................................................ 3-30 Sales Agreement ? Windows .................................................................................................. 3-36 Create a Sales Agreement........................................................................................................ 3-45 Creating a Simple Price List.................................................................................................... 3-46 Entering Releases Against a Sales Agreement....................................................................... 3-48 View Sales Agreements .......................................................................................................... 3-50

4 Items and Inventory

Inventory Interface - No Ship Order Lines............................................................................... 4-1 Using Item Cross Referencing in Order Management............................................................. 4-4 Related Items and Manual Substitutions................................................................................. 4-6 Overview of Related Items and Manual Substitution............................................................. 4-7 Related Item Rules.................................................................................................................... 4-8 Entering a Related Item............................................................................................................. 4-9 Defining Sales Order Line Pricing Information.....................................................................4-15 Automatic Item Substitution within Order Management..................................................... 4-16 Override Item Description...................................................................................................... 4-22 Overview of Override Item Description................................................................................. 4-22 Override Item Description Procedures................................................................................... 4-23 Decimal Quantities.................................................................................................................. 4-25 Decimal Quantities for Options of ATO Configurations ..................................................... 4-26 Decimal Quantities for Options of ATO Configurations Major Features ............................4-26 User Procedures ...................................................................................................................... 4-27 Catch Weights for Discrete Inventory Overview .................................................................. 4-29 Catch Weights for Discrete Inventory Major Features .......................................................... 4-30 User Procedures ...................................................................................................................... 4-30 Discrete Inventory Catch Weight Support............................................................................. 4-31 Warehouse Management (WMS)............................................................................................ 4-41 Choosing Options Using the Oracle Configurator................................................................. 4-41 Choosing Configuration Options Using the Options Window............................................. 4-42 Solution Based Modeling........................................................................................................ 4-46 Configuration Date Effectivity ...............................................................................................4-47

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Configuration Date Effectivity Major Features ..................................................................... 4-49 User Procedures ...................................................................................................................... 4-50

5 Order Inquiry

Overview of Order Organizer................................................................................................... 5-1 Pricing and Availability Overview......................................................................................... 5-17 Performing Pricing and Availability...................................................................................... 5-19 Overview of Find Customer Information............................................................................... 5-42 Finding Customer Information............................................................................................... 5-43 Advanced Item Search ............................................................................................................ 5-44 Advanced Item Search Major Features .................................................................................. 5-45 User Procedures ...................................................................................................................... 5-46

6 Actions on Orders

Commitment Processing........................................................................................................... 6-2 Viewing Order and Return Information.................................................................................. 6-3 Viewing Cycle Status and Approval History........................................................................... 6-9 Applying Sales Credits........................................................................................................... 6-16 Entering Sales Credits for Returns..........................................................................................6-17 Required Fields for Entering Returns..................................................................................... 6-18 Applying Attachments............................................................................................................ 6-18 Order Changes......................................................................................................................... 6-21 Repricing a Line.......................................................................................................................6-29 Overview of Mass Changes.....................................................................................................6-29 Applying Mass Changes......................................................................................................... 6-30 Copying Orders....................................................................................................................... 6-33 Major Features Supported by Copy Function........................................................................ 6-38 User Procedures....................................................................................................................... 6-39 Maintain Line Number........................................................................................................... 6-45 Overview of Holds.................................................................................................................. 6-52 Applying Holds ...................................................................................................................... 6-62 Honor Holds at Repricing....................................................................................................... 6-67 Overview of Honor Holds at Repricing.................................................................................. 6-67 Workflows............................................................................................................................... 6-67 Honor Holds Procedures......................................................................................................... 6-68 Releasing Holds....................................................................................................................... 6-70 Process Messages..................................................................................................................... 6-75 Sales Order Cancellation......................................................................................................... 6-77 Cancelling Orders.................................................................................................................... 6-85 Function Security for Orders and Returns..............................................................................6-88

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Close Orders............................................................................................................................ 6-90

7 Tracking Changes through Order Actions

Versioning Overview ............................................................................................................... 7-1 Versioning Major Features ....................................................................................................... 7-2 User Procedures ...................................................................................................................... 7-10 Versioning Reasons and Comments....................................................................................... 7-18 Order Audit Trail.................................................................................................................... 7-18

8 Customer related Actions

Add Customers.......................................................................................................................... 8-1 Add Customer Window Overview........................................................................................... 8-2 Adding Customers using the Add Customer Window............................................................ 8-4 Customer Location Overview .................................................................................................8-10 User Procedures ...................................................................................................................... 8-12 Add Customer Sample Business Flows.................................................................................. 8-15

9 ATP, Reservations, and Scheduling

ATP Within Order Management...............................................................................................9-1 ATP Inquiries............................................................................................................................ 9-5 Performing ATP Checking........................................................................................................ 9-6 Overview of Override ATP..................................................................................................... 9-14 ATP Data Collections.............................................................................................................. 9-15 ATO Models............................................................................................................................ 9-16 PTO Models and Kits.............................................................................................................. 9-16 Sets........................................................................................................................................... 9-18 Updates.................................................................................................................................... 9-19 Availability and Reservations................................................................................................. 9-20 Reservation Enhancements Overview.................................................................................... 9-22 Reservation Enhancements Major Features............................................................................9-23 Create Reservation Set............................................................................................................ 9-26 User Procedures....................................................................................................................... 9-28 Overview of Sales Order Scheduling..................................................................................... 9-29 Sales Order Scheduling........................................................................................................... 9-31 Scheduling Flexibility Overview ........................................................................................... 9-32 Scheduling Flexibility Major Features .................................................................................. 9-32 User Procedures ...................................................................................................................... 9-38 Penalty Factor For Late Demand............................................................................................. 9-44 Overview of Penalty Factor For Late Demand........................................................................ 9-44 Scheduling Across Orders....................................................................................................... 9-52

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Overview of Scheduling Across Orders................................................................................. 9-52 Scheduling Tab, Find Orders Window .................................................................................. 9-52 Scheduling Across Orders Major Features ............................................................................ 9-56 Unscheduling Sales Orders..................................................................................................... 9-59

10 Pricing

Overview of Pricing................................................................................................................ 10-2 Overview of Price Lists........................................................................................................... 10-4 Creating a Price List................................................................................................................. 10-8 Copying a Price List............................................................................................................... 10-13 Adjusting a Price List............................................................................................................ 10-16 Adding Items to a Price List.................................................................................................. 10-18 Querying Price List Lines...................................................................................................... 10-20 Overview of Formulas........................................................................................................... 10-21 Creating a Pricing Formula................................................................................................... 10-22 Updating Formula Prices....................................................................................................... 10-27 Overview of Modifiers.......................................................................................................... 10-28 Creating a Modifier List........................................................................................................ 10-31 Creating List Level Qualifiers............................................................................................... 10-36 Creating Modifier Lines........................................................................................................ 10-37 Creating Line Level Qualifiers.............................................................................................. 10-43 Copying a Modifier Line....................................................................................................... 10-44 Overview of Archiving and Purging Pricing Entities.......................................................... 10-45 Attaching Pricing Attributes................................................................................................. 10-46 Creating a GSA Price List...................................................................................................... 10-47 Creating GSA List Qualifiers................................................................................................ 10-51 Overview of the Pricing Engine Request Viewer ................................................................ 10-53 Viewing Information in the Pricing Engine Request Viewer.............................................. 10-55 Overview of Agreements...................................................................................................... 10-57 Creating a Pricing Agreement .............................................................................................. 10-58 Revising an Existing Agreement........................................................................................... 10-68 Pricing Tab: Setting up Sales Agreement ............................................................................ 10-70 Pricing an Order.................................................................................................................... 10-74 Splitting Order Lines............................................................................................................ 10-78 Pricing for Service Items....................................................................................................... 10-83 Viewing Pricing Adjustments............................................................................................... 10-85 Modifying Order Pricing in Oracle Order Management .................................................... 10-87 Override the List Price........................................................................................................... 10-94 User Procedures .................................................................................................................... 10-95 Pricing Special Orders........................................................................................................... 10-98

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