Overview of Managing Sales Orders

A customer service representative, order manager, or order administrator can use the Overview page of the Order Management work area to create new a sales order, and to get details about sales orders and fulfillment systems that your organization uses to fulfill them.

Use the Overview Page to Get Started

Use the Overview page in the Order Management work area as the starting point for creating and managing sales orders.

Here's what you can do.

• Create a new sales order.

• Monitor order status and fulfillment line exceptions.

• View sales orders and the orchestration processes that fulfill them.

• Use Gantt charts, visual alerts, and statuses to identify tasks that are in jeopardy.

• Check item availability, including options and their costs and delivery dates.

• Take corrective action, such as substitute an item or splitting a fulfillment line so you can supply an item from more than one warehouse.

• Manually schedule a fulfillment line.

• Manage holds.

• Manage messages.

• Recover from errors.

Fulfill Sales Orders

Your order administrator sets up Order Management and other Oracle applications, such as Oracle Inventory Management, to optimize order fulfillment for your organization.

Here's a generic order fulfillment process.

Note

1. You sign into the Order Management work area, go to the Overview page, then create a new sales order on the Create Order page. You select the customer in the heading area, use the Order Lines area to add order lines, then click Submit.

2. Order Management transforms each order line into a fulfillment line.

3. An orchestration process fulfills the fulfillment lines.

   The orchestration process runs tasks that do fulfillment, such as schedule, reserve inventory, and ship. You can use it to monitor fulfillment status.

   To schedule fulfillment, the orchestration process uses the set up that your order administrator does for the supplier, such as which warehouse will supply the item.

   For details, see Monitor Order Fulfillment.

4. Order Management sends the sales order to Oracle Inventory Management, which reserves inventory, picks the item from warehouse shelves, then ships it to the customer.

   Inventory Management communicates shipment progress to Order Management during order fulfillment, and Order Management displays these updated statuses in the Order Management work area so you can monitor fulfillment.

5. The customer confirms that they received the item.

6. Order Management uses the billing that your order administrator set up, such as the payment terms for the customer, to bill the customer for the sales order, then billing collects payment. You can also set billing details in the Billing and Payment Details area of the Create Order page.

   Order Management continuously updates order status and displays it throughout the Order Management work area during fulfillment.

Some organizations might also import source orders from an order capture system into Order Management. Ask your order administrator for details about how order fulfillment works at your organization.

Example of a Sales Order

Here's an example of a sales order you can create.

Note

• Use the order header to add details about the customer. You set the Customer attribute to a value, such as Computer Service and Rentals, then Order Management fills in values for other attributes in the header.

• Use the catalog line in the order lines area to search for the item you need to add.

  In this example, you already searched for and added the AS54888 Standard Desktop. You then searched for the CN62101 Printer, and will click Add to move it from the catalog line to the order lines area.

• Use tabs in the order line areas to set other details.

  • Click the truck to set shipping and supply details, such as the warehouse that supplies the item, and whether to ship through United Parcel Service or the United States Postal Service.

  • Click the tag to set billing details, such as whether payment terms are Net 30 or Immediate.