Oracle Order Management User's Guide

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Preface

Introduction

Overview

Order Capture

Sales Orders Workbench

Overview of Sales Orders

Sales Orders Customization

Sales Orders Tools Menu

Defining Sales Order Main and Other Header Information

Defining Sales Order Line Addresses Information

Defining Sales Order Line Item Main Information

Item Orderability

Overview of Quick Sales Orders

Integration and Features

Folder Functionality in Quick Sales Orders

Line Details Display

Overview of Transaction Types

Simple Negotiation in Oracle Order Management Overview

Quote Numbers

User Procedures

Expiration Date Overview

Expiration Date Major Features

User Procedures

Seeded Workflows Overview

Quick Code Status on the Quote Listing Page

Major Features Workflow in Quoting - Negotiation

Negotiation Phase

Approvals

User Procedures

Viewing Workflow Statuses and Processes

Back-To-Back Orders

Defining Return Material Authorizations

Overview of Returns

Return Material Authorizations and Credit Orders

RMA Business Flows

Defining Sales Order Line Return Information

RMA Setup

RMA Processing

Managing RMA Exceptions

Drop Ship Return Flow

Order Import

Data Values and Options

Order Import Validations

Open Interface Tracking User Interface

Overview of High Volume Order Processing

HVOP Parameters

HVOP Processing Results

Output File

Importing High Volume Orders

Booking

Manual Booking Process

Deferred Booking Process

Fulfillment in Oracle Order Management

Sales Agreements

Overview of Sales Agreements

Sales Agreements Headers

Sales Agreements Lines

Releases

Release Lines

Transaction Types

Sales Agreement Process

Closing a Sales Agreement

Security

Defaultable Attributes

Configurations

Pricing and Releases

Sales Agreement – Windows

Create a Sales Agreement

Creating a Simple Price List

Entering Releases Against a Sales Agreement

View Sales Agreements

Items and Inventory

Inventory Interface - No Ship Order Lines

Using Item Cross Referencing in Order Management

Related Item Rules

Entering a Related Item

Defining Sales Order Line Pricing Information

Automatic Item Substitution within Order Management

Override Item Description

Overview of Override Item Description

Override Item Description Procedures

Decimal Quantities

Decimal Quantities for Options of ATO Configurations

Decimal Quantities for Options of ATO Configurations Major Features

User Procedures

Catch Weights for Discrete Inventory Overview

Catch Weights for Discrete Inventory Major Features

User Procedures

Discrete Inventory Catch Weight Support

Warehouse Management (WMS)

Choosing Options Using the Oracle Configurator

Choosing Configuration Options Using the Options Window

Solution Based Modeling

Configuration Date Effectivity

Configuration Date Effectivity Major Features

User Procedures

Order Inquiry

Overview of Order Organizer

Pricing and Availability Overview

Performing Pricing and Availability

Overview of Find Customer Information

Finding Customer Information

Advanced Item Search

Advanced Item Search Major Features

User Procedures

Actions on Orders

Commitment Processing

Viewing Order and Return Information

Viewing Cycle Status and Approval History

Applying Sales Credits

Entering Sales Credits for Returns

Required Fields for Entering Returns

Applying Attachments

Order Changes

Repricing a Line

Overview of Mass Changes

Applying Mass Changes

Copying Orders

Major Features Supported by Copy Function

Honor Holds at Repricing

Overview of Honor Holds at Repricing

Workflows

Honor Holds Procedures

Releasing Holds

Process Messages

Sales Order Cancellation

Cancelling Orders

Function Security for Orders and Returns

Close Orders

Tracking Changes through Order Actions

Versioning Overview

Versioning Major Features

User Procedures

Versioning Reasons and Comments

Order Audit Trail

Customer related Actions

Add Customers

Add Customer Window Overview

Adding Customers using the Add Customer Window

Customer Location Overview

User Procedures

Add Customer Sample Business Flows

ATP, Reservations, and Scheduling

ATP Within Order Management

ATP Inquiries

Performing ATP Checking

Overview of Override ATP

ATP Data Collections

ATO Models

PTO Models and Kits

Sets

Updates

Availability and Reservations

Reservation Enhancements Overview

Reservation Enhancements Major Features

Create Reservation Set

User Procedures

Overview of Sales Order Scheduling

Sales Order Scheduling

Scheduling Flexibility Overview

Scheduling Flexibility Major Features

User Procedures

Penalty Factor For Late Demand

Overview of Penalty Factor For Late Demand

Scheduling Across Orders

Overview of Scheduling Across Orders

Scheduling Tab, Find Orders Window

Scheduling Across Orders Major Features

Unscheduling Sales Orders

Pricing

Overview of Pricing

Overview of Price Lists

Creating a Price List

Copying a Price List

Adjusting a Price List

Adding Items to a Price List

Querying Price List Lines

Overview of Formulas

Creating a Pricing Formula

Updating Formula Prices

Overview of Modifiers

Creating a Modifier List

Creating List Level Qualifiers

Creating Modifier Lines

Creating Line Level Qualifiers

Copying a Modifier Line

Overview of Archiving and Purging Pricing Entities

Attaching Pricing Attributes

Creating a GSA Price List

Creating GSA List Qualifiers

Overview of the Pricing Engine Request Viewer

Viewing Information in the Pricing Engine Request Viewer

Overview of Agreements

Creating a Pricing Agreement

Revising an Existing Agreement

Pricing Tab: Setting up Sales Agreement

Pricing an Order

Splitting Order Lines

Pricing for Service Items

Viewing Pricing Adjustments

Modifying Order Pricing in Oracle Order Management

Override the List Price

User Procedures

Pricing Special Orders

Repricing an Order/Order Line

Gross Margin Display

Overview of Gross Margin Display

Gross Margin Procedures

Price Book

Shipping

Defining Sales Order Line Shipping Information

Freight Rating Procedures

Ship Method Selection

Overview of Ship Method Selection

Ship Method Selection Major Features

Ship Method Procedures

Display Choices for Freight Rating In Order Management

Display Choices for Freight Rating Major Features

User Procedures

Order Management Processes

Line (Ship or Arrival) Sets

Arrival Sets

Ship Sets

Shipment Schedules

Information Retention Across Shipments when a Line is Split:

Common attributes across shipments originating from a Line Split

Fulfillment Sets

Fulfillment With Wait

Ship Set For Each Line

Ship Set for Each Line Major Features

User Procedures

Project Task Changes for Booked Orders Overview

Project Task Changes for Booked Orders Major Features

User Procedures

Seed Data Changes

End Customer

End Customer Major Features

User Procedures

Preview and Print Sales Documents

Preview and Print Major Features

Drop Shipments Overview

Drop Ship Across Ledgers and Change Management Overview

Drop Ship Across Ledgers Major Features

User Procedures

Seed Data: Constraints

Drop Shipment Processing

Change Management for Drop Ship Orders

Purchase Release

Defining Sales Order Line Services Information

Service Termination Overview

Service Termination Major Features

User Procedures

Defining Sales Order Line Project Manufacturing Information

Defining Sales Order Line Release Management Information

Required Fields for Entering Orders

Sorting Order Lines within the Sales Order window, Lines Tab

Booking a Sales Order

Exception Management

Projected Sales Revenue Reporting by Sales Group

User Procedures

Invoicing and Payments

Invoice Processing

Detailed Order Statuses for Invoicing

Multiple and Partial Payments Overview

Multiple and Partial Payments Major Features

Lookups

Data Requirements for AR

Retroactive Billing Overview

Retroactive Billing Major Features

Typical Retrobilling Usage

Customer Acceptance/Rejection Scenarios

Credit Card Encryption

Credit Card Security Code

Partial Period Revenue Recognition

Integration with other Applications

Publishing Plan Results to Order Management Overview

User Procedures

Global Order Promising for ATO Configurations

Global Order Promising for ATO Configurations Major Features

User Procedures

Inbound Purchase Order Changes

Inbound PO Change Data Elements

Outbound Purchase Order Acknowledgements

Outbound PO Acknowledgement Data Elements

Vertex Engine-Related Updates

International Trade Management

Export Compliance Screening

Generic Export Compliance Major Features

Manual Screening and Overriding or Completing Export Compliance Screening

Export Compliance Workbench

Authoring and Negotiating Contract Terms

Authoring and Negotiating Contract Terms Major Features

Adding Clauses and Accessing Contract Terms in a Business Document

Authoring and Negotiating Contract Terms on a Sales Agreement or Quote/Sales Order

Managing Contract Documents

Add Contract Documents

Customer Acceptance

Purging Sales Orders with Terms and Conditions

Security - Contract Terms Authoring

Sales Contracts Workbench

Order Management Diagnostics

Launch Sales Orders from TeleSales

Sales Orders From TeleSales Major Features

User Procedures

Order Information

Order Information Overview

Order Information Tabs

Internal and External Users

Multi-Org Access Control (MOAC)

Sales Order Information

Finding a Sales Order

Viewing Sales Order Summaries

Viewing Sales Order Details

Process Item Information for Sales Orders

Finding Process Item Information for Sales Orders

Viewing Process Item Information for Sales Orders

Pricing Information

Finding Pricing Information

Viewing Pricing Details

Invoice Information

Finding Invoice Information

Viewing Invoice Summaries

Viewing Invoice Information

Delivery Information

OIP Delivery Tab Features

Referencing Documents

Finding Deliveries

Viewing Delivery Summaries

Viewing Delivery Details

Process Item Information for Delivery Details

Finding Process Item Information for Delivery Details

Viewing Process Item Information for Delivery Details

Customer Service

Submitting a Defect Report

Submitting a Return Material Authorization (RMA) Request

Standard Reports

Overview

Commitment Balance Report

Comprehensive Order Detail Report

Order/Invoice Detail Report

Orders by Item Report

Workflow Assignments Report

Sales Order Acknowledgement

Sales Order Workflow Status Report

Export Compliance Screening Failure Report

Export Compliance Report to Government

Credit Order Detail Report

Credit Order Discrepancy Report

Credit Order Summary Report

Credit Limit Usages Report

Credit Exposure Report

Customer Credit Snapshot Report

Orders On Credit Check Hold Report

Lines on Credit Check Hold Report

Payment Receipt

Hold Source Activity Report

Outstanding Holds Report

Sales Order and Purchase Order Discrepancy Report

Internal Order and Purchasing Requisition Discrepancy Report

Order Discount Detail Report

Order Discount Summary Report

Unbooked Orders Report

Unbooked Orders Detail Report

Cancelled Orders Report

RetroBilling Report

Returns by Reason Report

Cancelled Orders Reasons Detail Report

Agreement Activity Report

Orders Summary Report

Order/Invoice Summary Report

Salesperson Order Summary Report

Audit History Report

Defaulting Rules Listing Report

Processing Constraints Listing

Transaction Types Listing Report

Item Orderability Rules Listing Report

OE-OM Order Line Transaction Count Summary/ Comparison Reports

Windows and Navigation Paths

Order Management Windows and Navigator Paths

Seeded Formulas

Overview of Seeded Formulas

Order Status List

Order Header Statuses

Order Line Statuses

Concurrent Programs

Details

Schedule Orders Concurrent Program

Release Expired Holds Concurrent Program

Defaulting Generator Concurrent Program

Inventory Interface No Ship Concurrent Program

Credit Check Processor Concurrent Program

Initialize Credit Summaries Table Concurrent Program

Credit Exposure Import Concurrent Program

Purge Imported Credit Exposure Concurrent Program

Process Pending Payments Concurrent Program

Message Purge Concurrent Program

Calculate Party Totals Concurrent Program

Audit History Consolidator Concurrent Program

Re-Schedule Ship Sets Concurrent Program

Reserve Orders Concurrent Program

Export Compliance Screening Concurrent Program

Diagnostics: Apps Check Concurrent Program

Diagnostics: OM Debug File Retrieval Concurrent Program

Diagnostics: OM Order Information Concurrent Program

Order Import Statistics Concurrent Program

Purge Set/ Order/Quote Purge Selection Concurrent Programs

Batch Price Concurrent Program

Purge Order Management Workflow Concurrent Program

Glossary

Index

Oracle Order Management User's Guide

Contents