R12 Oracle Order Management Fundamentals

What you will learn

In this course, students learn about the basic order capture and order fulfillment flows that Oracle Order Management facilitates, and also learn how to perform setup steps, including transaction type, document sequence, order import, and hold setup, that enable these flows. Students learn how to perform the Oracle Inventory setup steps that support Oracle Order Management, including how to create subinventories, units of measure, and items. Students also learn how to perform required Oracle Receivables setup steps, including how to create customers, payment terms, and territories, and how to define credit checking. The course includes information about how to enable multiple organization access control (MOAC) specifically for Oracle Order Management.

In addition, the course includes details about how to setup up basic Pricing and Shipping Execution functionality, and also provides details about price lists, modifiers, qualifiers, and shipping-related activities. The course includes practices that train students how to setup the functionality described in the class.

Learn To:
  • Set up Oracle Order Management
  • Manage exceptions and holds
  • Use key order flows
  • Set up Shipping Execution and basic Pricing functionality
Audience
 Functional Implementer

Prerequisites
 Navigating Oracle Applications
Inventory Management Fundamentals
E-Business Suite Essentials for Implementers
Financials Functional Foundation
Navigating Oracle Applications 11i Self-Study CD Course
R12 Oracle Financials Functional Foundation
R12 Oracle Inventory Management Fundamentals
R12 Oracle E-Business Suite Essentials for Implementers

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