Roadmap for Setting Up Order-to-Cash

Use this road map as the high-level procedure you use to implement order-to-cash.

• Do the tasks that this topic references in the same sequence that the topic displays them.

• Steps after step 3 primarily reference tasks in the Orders functional area. Do each of these tasks depending on your business requirements.

• To do a task, click each one in the Orders area. If the Orders area doesn't display a task, then search for it in the Search Tasks field.

• The set up you do depends on your business requirements. You typically do most or all of the tasks that integrate Order Management. Other tasks depend on your requirements, such as tasks that control order status, constrain changes, or modify an orchestration process.

• Use the Details column to get help with the task.

• The Prepare column describes what you do to prepare for implementation. Do this set up before you administer order-to-cash. It will help to avoid interruption and downtime during administration. Use the Prepare column to check off preparation work as you finish it.

• To monitor progress, add a check mark to the Done column when you finish each functional area or task.

• Learn how implement drop ship. For details, see Overview of Drop Ship in Order Management.

Implement order-to-cash.

1. For details, see Guidelines for Setting Up Order-to-Cash. It contains details that help to make the implementation go smoothly.

2. Go to the Setup and Maintenance work area, then select the Order Management offering.

3. This topic assumes you will modify the predefined implementation that's available through Setup. For details about setting up a new implementation, see Points to Consider When Implementing Order-to-Cash.

4. Set up these functional areas.

   Functional Area	Done
   Initial Users	_____
   Enterprise Profile	_____
   Organization Structures	_____
   Users and Security	_____
   Items	_____
   Catalogs	_____
   Customers	_____

   These areas reference common tasks. A typical implementation requires that you complete most or all common tasks. Learn how to set them up. For details, see Implementing Common Features for Oracle SCM.

5. In the Functional Areas list, click Orders.

6. In the Orders area, click Required Tasks > All Tasks

7. Integrate Order Management.

   Task	Details	Prepare
   Manage Web Service Details	Integrate Order Management with Source Systems	_____Gained access to the administrator privilege and administrator role so we can use Oracle Wallet Manager.
   Manage Trading Community Source Systems Manage Upstream and Fulfillment Source Systems Manage External Interface Web Service Details	Integrate Order Management with Source Systems	_____Located the time zone where the server that the source system uses is located. _____Identified the URL that locates the connector that resides on the source system. _____Identified the User Name and Password that the Status Update service requires.
   Manage Trading Community Source Systems Manage Item Relationships	Guidelines for Using Web Services to Integrate Order Management	_____Identified source system details _____Identified role and privilege requirements _____Identified cross-reference requirements
   Manage External Interface Web Service Details	Example of Integrating Order Management with Your Fulfillment System	_____Identified an integrated development environment we can use to create a transformation style sheet. _____Acquired the user credentials that the service provider needs when calling their web service. _____Acquired contact details for the IT administrator who works for the service provider. _____Identified the URL that locates the web service that resides on the fulfillment system. _____Acquired the security certificate from the service provider.
   Manage External Interface Routing Rules	Route Requests from Order Management to Fulfillment Systems	_____Created a list that includes the names of the items we must route to fulfillment systems, the unique identifier for each item, and the name of each fulfillment system where Order Management must route the request.

8. Control application behavior. For details, see the section that starts with Use Order Profiles to Control Order Management Behavior.

   Task	Details	Prepare
   Manage Order Management Parameters	Manage Order Management Parameters	_____ Determined whether our business requirements will allow or disallow the Configurator to select items in a configuration and to modify a configuration after the user adds a configured item. _____ Determined the date that Order Management must use when it determines the configure options that it displays for a configured item. _____ Determined how Order Management will display the Ship-to Address and the Bill-to Location for each customer during order entry. _____ Determined whether the Configurator stops processing when it encounters an error. _____ Identified the item validation organization that Order Management must use to validate and display items. _____ Identified an Order Management user that the buyer can contact to resolve a problem that happens with a drop ship. _____ Determined whether the Configurator validates each order that includes a configured item during order import.
   Manage Order Profiles	Use Order Profiles to Control Order Management Behavior	_____ Identified the value to use when converting a currency. _____ Identified the currency to display in the Order Management work area. _____ Identified the customer to use when filtering status data on the Overview page of the Order Management work area. _____ Determined whether use the source order number as the order number during transformation. _____ Determined the number of seconds to wait after an action finishes.

9. Administer pricing. For details, see Overview of Oracle Pricing.

10. Import source orders. If you use a source system, then you must import source orders.

    Task	Details	Prepare
    Not applicable	Import Orders into Order Management	____ Acquired access to our source order data. ____ Identified a tool we can use to manipulate source order data, such as SQL (Structured Query Language), or ODI (Oracle Data Integrator).
    Create Source System Manage Upstream and Fulfillment Source Systems Manage Standard Lookups Manage Item Relationships	Automatically Import Source Orders into Order Management	____ Identified the attributes we will use in the Request Payload.

11. Transform source orders. If you use a source system, then you must transform source orders.

    Task	Details	Prepare
    Manage Product Transformation Rules	Set Up Transformation	____ Acquired the user and password that we need to sign into the Product Information Management work area.
    Manage Product Transformation Rules	Create Transformation Rules	____ Described the structure of the source order data. ____ Identified the type of transformation that must happen so Order Management can support our source data. ____ Described requirements for pretransformation rules. ____ Described requirements for transformation rules. ____ Described requirements for posttransformation rules.
    Manage Product Transformation Rules	Create Transformation Rules	____ Described requirements for advanced posttransformation rules, if necessary.

12. Set up statuses.

    Task	Details	Prepare
    Manage Task Status Conditions	Manage Task Status Conditions	____ Described our requirements for managing the statuses that our fulfillment systems provide.
    Manage Status Values Manage Orchestration Process Definitions	Add Status Conditions to Fulfillment Lines	____ Described our requirements for managing the statuses for each fulfillment line.
    Manage Status Values	Orchestration Process Status	____ Described our requirements for grouping orchestration process statuses so they're meaningful.
    Manage Orchestration Process Definitions	Add Status Conditions to Orchestration Processes	____ Described our requirements that specify when to set statuses for orchestration processes.

13. Set up processing constraints.

    Task	Details	Prepare
    Manage Processing Constraints	Manage Processing Constraints	____ Described requirements regarding who can change a sales order, what can change in the sales order, and when the change can happen.
    Manage Constraint Entities	Constrain Changes to Attributes	____ Described requirements regarding the order attributes that can change.

14. Control change orders.

    Task	Details	Prepare
    Manage Order Attributes That Identify Change	Manage Order Attributes That Identify Change	____ Described our requirements regarding what changes Order Management will allow on an existing sales order, and when it allows the change, including order attributes, users, and timing.
    Manage Orchestration Process Definitions	Measure the Cost of Change	____ Estimated the business cost associated with each change.
    Manage Orchestration Process Definitions	Compensate Sales Orders That Change	____ Described our requirements regarding the order compensation we will allow Order Management to do.

15. Notify systems when orders change.

    Task	Details	Prepare
    Manage Business Event Trigger Points	Overview of Sending Notifications from Order Management to Other Systems	____ Described our requirements regarding when Order Management must notify another system that a sales order changed.

16. Use jeopardy to manage delays.

    Task	Details	Prepare
    Manage Jeopardy Priorities Manage Orchestration Process Definitions Manage Jeopardy Thresholds	Set Up Jeopardy and Lead Time to Manage Delay	____ Described our requirements regarding when Order Management must notify an order manager that a sales order is in jeopardy, including the threshold when to notify for each step in an orchestration process. ____ Described requirements regarding the amount of lead time that Order Management must use to finish each orchestration process step.

17. Manage task types.

    Task	Details	Prepare
    Manage Task Types	Create Your Own Task Type	____ Described our requirements regarding setting up task types.

18. Set up flexfields.

    Task	Details	Prepare
    Manage Order Extensible Flexfields	Guidelines for Setting Up Extensible Flexfields in Order Management	____ Described our requirements regarding what details we must display in fields, including the data and location in the user interface.

19. Set up orchestration processes.

    Task	Details	Prepare
    Manage Orchestration Process Definitions	Guidelines for Setting Up Orchestration Processes	____ Confirmed that the predefined orchestration processes don't meet our requirements. ____ Identified configuration details for each orchestration process that we must create, such as task type to use, change logic, process planning, jeopardy, statuses, and so on.
    Manage Orchestration Process Definitions	Set Up Orchestration Processes	____ Described the IF/THEN rules that we need for each orchestration process. ____ Described orchestration planning and replanning that we need for each orchestration process. ____ Specified the behavior that we need for each orchestration process step, such as the task type to use, the service to call, lead-times, and so on. ____ Created a flowchart mock-up for each orchestration process.
    Manage Orchestration Process Definitions	Deploy Orchestration Processes	Not applicable.
    Manage Orchestration Process Definitions	Set Up Lead-Times for Orchestration Process Steps	____ Described the IF/THEN rules and conditions that determine the lead-time to use for each orchestration process step.
    Manage Orchestration Process Definitions	Select Fulfillment Lines for Orchestration Process Steps	____ Described the IF/THEN rules that select the fulfillment line to run for each orchestration process step.
    Manage Orchestration Process Definitions	Pause Orchestration Processes Until Events Happen	____ Specified the IF/Then rules that Order Management must use when it pauses each of our orchestration processes and each orchestration process step.
    Manage Orchestration Process Assignment Rules	Assign Orchestration Processes	____ Specified the IF/Then rules that Order Management must use when it assigns each of our orchestration processes and each orchestration process step.
    Not applicable	Resume Paused Orchestration Processes	____ Identified the pause tasks we will release to resume a paused orchestration process.