1Hello

This chapter contains the following:

Overview

What's New in Implementing Order Management

Get details about help topics that are new or significantly revised for each release.

To get details about.

  • Each release, see the Order Management in Oracle Cloud Release Readiness page at https://cloud.oracle.com/saas/readiness?offering=order-management.

  • Known issues for each release, see Oracle Supply Chain Management Cloud Functional Known Issues and Maintenance Packs (Doc ID 1563075.1) on My Oracle Support.

Release 13 (update 20C)

Topic Description

Identify Flexfield Contexts and Category Codes for Your Business Rules

New. Identify the flexfield contexts and category codes that you reference in an Oracle Business Rule.

Examples of Pausing Orchestration Processes

New. Peruse these examples to learn how you can use business rules to meet your business requirements.

Example of Integrating Order Management with an External Fulfillment System

New. Assume you need to integrate Order Management with your shipment system. Use this topic to learn how.

Get Help From My Oracle Support

New. Use the My Oracle Support website at support.oracle.com to troubleshoot a range of problems.

Include Price, Discounts, and Shipping Charges in Your Payloads

New. Make sure that the values you send in the payloads you use to integrate with various systems include accurate values for price, discounts, and shipping charges.

Cancel Backordered Quantity During Order Import

New. You can use the order import service to cancel a backordered line.

Set Up Item Substitution in Order Management

New. Set up substitution in Order Management so you can use a substitute item to fulfill an order line when the preferred item is out of stock.

Overview of Integrating Order Management with Revenue Management

New. Automate how Revenue Management gets sales order data from Order Management so Revenue Management can recognize revenue for the sales order.

Manage Order Attributes That Identify Change

Revised. Restart the Oracle server when you do the Manage Order Attributes That Identify Change task.

Guidelines for Setting Up Order-to-Cash

Revised. Avoid a runtime error. Consider how processing constraints affect your setup.

How Configure-to-Order Works

Revised. You can't cancel a configure option in a pick-to-order item or kit when the shipment is out of proportion.

Use Integration Cloud Service with Order Management

Revised. Get details about articles on Oracle Help Center that describe other ways you can use Integration Cloud Service with Order Management.

Manage Processing Constraints

Revised. If you create your own processing constraint or modify a predefined one, and if you update to a new release, then you must generate packages immediately after you do the update.

Convert Shipment Costs to Freight Charges

Revised. Includes revised payloads and new diagrams to help you set up the connector.

Use Order Profiles to Control Order Management Behavior

Revised. Specify the number of minutes for the hold operation to wait before timing out while aggregating order lines.

Set Up Coverage for Sales Orders

Revised. Get details about how Coverage Start Date works.

Quick Start for Setting Up Order-to-Cash

Revised. Includes some revised details about setting up your URL and security.

Use Extensible Flexfields to Integrate Order Management with Other Applications

Revised. The attribute View Object Attribute is required for each mapping you create in this topic.

Use Descriptive Flexfields to Integrate Order Management with Other Oracle Applications

Revised. If you add a value in the Alias attribute, then make sure the value begins with an upper case character.

Troubleshoot Order Management Cloud

Revised.

  • If the Category area of the Edit Extensible Flexfield page doesn't have any rows, then run the Publish Extensible Flexfield Attributes scheduled process.

  • If a return line doesn't have a price, then promote your pricing algorithms.

  • If your return line is stuck in the Awaiting Receiving status, then run the Send Receipt Confirmation scheduled process.

  • If you encounter a currency conversion error, then you might need to set up a default value for the conversion rate type.

  • If you can't set a value for the Profile Value attribute on the Manage Administrator Profile Values page, then you might need to collect data.

Allow Users to Return Items Without Original Sales Order

Revised. Get new details about how Pricing prices a return.

Example Web Service Payloads That Integrate Order Management

Revised. Get new example payloads for manual price adjustment.

Guidelines for Setting Up and Using Drop Ship

Revised.

  • The new Modify Extensible Flexfield when Line is in Requisition constraint prevents the Order Management user from modifying an extensible flexfield on the fulfillment line when the line is at the requisition stage in the procurement application.

  • If Order Management applies a hold on a sales order, then Procurement also applies a hold on the corresponding purchase order. However, a buyer can use the Purchase Orders work area to remove the hold.

Guidelines for Setting Up Holds on Sales Orders

Revised. You can now use a web service to apply or release a hold on a sales order that's in Draft status.

Overview of Using Extensible Flexfields in Order Management

Revised. If the order line that the fulfillment line references is closed, then the Order Entry Specialist can't update the value in the extensible flexfield on the fulfillment line.

Guidelines for Setting Up Extensible Flexfields in Order Management

Revised. Make sure the name for each segment or context you create uses the correct nomenclature.

Code Snippets for Order Management Extensions

Revised. Includes new snippets that you can use with your order management extensions.

Display Ship-to Addresses On Sales Orders

Revised. Set the default value for the Contact Method attribute on each sales order.

Guidelines for Importing Orders into Order Management

Revised. If you don't want to submit your imported order to fulfillment, but instead want to import it as a draft sales order, then set the Submit Flag attribute to N on the DOO_ORDER_HEADERS_ALL_INT worksheet.

How Drop Ship Works in Order Management

Revised. Procurement doesn't use the Product Category or Product Fiscal Classification to create a purchase order.

Release 20B

Topic Description

Modify Report Templates

New. The Reports and Analytics work area comes predefined with several reports that you can use. You can modify a template to meet your needs.

Import Shipping Method

New. If you import a shipping method through REST API or FBDI, you must make sure the method is valid.

Guidelines for Setting Up Units of Measure

New. Use guidelines to help you set up the units of measure that you use in Order Management.

Create One Invoice for Sales Orders with Items That Can and Can't Ship

New. Set up order management so it creates a single invoice when your sales order includes order lines that can ship and lines that can't.

Guidelines for Creating Business Rules

Revised. If your rule references an attribute that doesn't contain a value, and if your rule does a calculation that requires a value, then it might create an error or result in a null pointer exception at run time.

Guidelines for Managing Shipment Sets

Revised. Includes some new guidelines. Includes new details about importing a shipment set.

Use Extensions to Get Values for Return Orders

Revised. Get purchase order details from the order header and order line of the original order, then copy them to the return order and return order line.

Use Diagnostics to Troubleshoot Sales Orders

Revised. Use the Order Management Health Check test to scan through your database and identify problems across sales orders.

Drop Ship section

New and revised. Read the new topics and revised topics that clarify how to set up drop ship.

Guidelines for Importing Orders into Order Management

Revised. If you import an order, revise it, submit it, then import it again in a subsequent import, then you must import the most recent attribute values in the subsequent import.

Quick Start for Setting Up Order-to-Cash

Revised. You must deploy the predefined Update Shipping Request Validation processing constraint.

Set Up Messages in Order Management

Revised. Read up on some new details about how to set up messages.

Use SQL to Query Order Management Data

Revised. Find the reservations that have finished for an item in your sales order.

Overview of Setting Up Sales Agreements in Order Management

Revised. Learn about new date attributes you can use when you import or integrate an agreement.

Guidelines for Setting Up Approval

Revised. You can use the order type attribute on the order header in an approval rule.

Troubleshoot Order Management Setup

Revised. Write an order management extension that won't error out when your sales order doesn't use the English language.

Examine predefined processing constraints to see if that's the cause of an error you're encountering.

Guidelines for Setting Up and Using Drop Ship

Revised. If the quantity on the advance shipment notice (ASN) exceeds the ordered quantity, then Oracle Fusion Receiving rejects the fulfillment request regardless of how you set the Over-Receipt Action attribute.

Use Order Profiles to Control Order Management Behavior

Revised. If you use OPS as your source system in a channel, then you must set Retain Sales Order Number to N.

Allow Users to Return Items Without Original Sales Order

Revised. Requirements for what you can return depend on whether the item is pick-to-order or assemble-to-order.

Guidelines for Setting Up Orchestration Process Steps

Revised. Make sure you specify the value Canceled as an exit criteria status to exit the wait task in your orchestration process.

Copy Setups Between Instances of Order Management

Revised. If you migrate from a production environment to a test environment, and if your migration includes an orchestration process that's currently in progress, then the sales order that references the process will become stuck. You can't recover the stuck order.

Manage Order Management Parameters

Revised. Order Management doesn't use the value for any other attribute as the preparer. For example, it doesn't use the Created By attribute. It uses only the value you specify in Preparer for Procurement.

Example Web Service Payloads That Integrate Order Management

Revised. Use the ProjectDetail tag to include project details in your payload.

Collect Planning Data for Order Management

Set Up Promising and Sourcing Rules for Order Management

Revised. Revised procedures, and a new complete list of data that you can collect.

Release 20A

Topic Description

B2B Messaging

Section moved. This content is now in the Configuring and Managing B2B Messaging for Oracle Applications Cloud book on Oracle Help Center.

Code Examples and Snippets for Order Management Extensions

New. Use these code examples and code snippets to help you create order management extensions in your implementation.

Guidelines for Setting Up Shipment Tolerances

New. Prepare for and set up shipment tolerances.

Hold section of Orchestrate Fulfillment chapter

New and revised. New guidelines topic and other revised content.

Import Your Project Details

Overview of Setting Up Projects in Order Management

New and revised. Get details about some of the new things you can do in this release.

Use Diagnostics to Troubleshoot Sales Orders

New. Use a diagnostic tool to troubleshoot problems you have with a sales order.

Import Returns When Original Order Lines Are Split

New. Create a return for a line in a source order that you split in Order Management.

Troubleshoot Problems With Order Import

Revised. Fix problems during import, such as taking too long, unable to edit attributes after you import, and so on.

Overview of Assigning Orchestration Processes

Revised. If a group of fulfillment lines are part of a shipment set, then you can't assign different orchestration processes to each line.

Guidelines for Integrating Order Management

Revised. Order Management needs SourceOrderSystem so it can send a reply to your order fulfillment system.

Set Up Extensible Flexfields in Order Management

Revised. You must publish your extensible flexfield each time you change the set up for your extensible flexfield.

Guidelines for Setting Up Orchestration Process Steps

Revised. The way you set up your orchestration processes and orchestration process steps can directly affect performance in your environment.

Attributes You Can Use With Order Management Extensions

Revised. Get new details about ItemSubTypeCode, ShippableFlag, and using use the public view object before the user clicks Submit.

Various

Revised. You must create a sand box so you can edit a service mapping.

Release 19D

Topic Description

Filter Lines In Your Extensions, Rules, and Constraints

Make sure you filter out lines that you don't want to process when you create an order management extension, business rule, or processing constraint.

Use Extensions to Cancel Order Lines

New. Create an extension that uses an extensible flexfield to cancel order lines in a sales order.

Use Extensions to Get Values for Return Orders

New. A return order doesn't include values from the original order on some order line attributes. Use an extension to get the value from the original order line.

Convert Shipment Costs to Freight Charges

New. Use your own task to convert shipment costs to freight charges.

Manage Shipment Sets

New. Apply guidelines when you use shipment sets.

Import Price Details

New. Specify how to use price details when you import a sales order.

Guidelines for Reserving Inventory

New. Reserve inventory to make sure its available for your sales order when its time to pick your item in the warehouse.

Prevent Orchestration Process from Shipping Return Lines

New. Create a line selection rule that makes sure the predefined ShipOrderGenericProcess doesn't attempt to ship a return line.

Control Explosion Dates for Configuration Models

New. Specify the date when order fulfillment explodes a configuration model.

Map Extensible Flexfields to Descriptive Flexfields

New. Use a service mapping to map an extensible flexfield to a descriptive flexfield on the purchase requisition header in Procurement.

Approvals

Revised section with new topics. Study up on guidelines to help you create your approval rule. Set up your approval task.

Task Services

Revised. If you expect a task might go on hold at some point during run time, then you must do some set up on the task type.

Transformation Rule

Revised. You can't edit, revise, or price an order line that a transformation rule creates.

Overview of Drop Ship in Order Management

Revised. Get details about purchase order changes that aren't allowed during drop ship.

Use Web Services to Import Orders

Revised. You can't use the Order Import web service to update the quantity on a split fulfillment line.

Overview of Creating Extensions That Modify Order Management

Revised. Use an extension to get the value from the original line order.

Set Up Sequences for Sales Order Numbers

Revised. You must use the predefined ORA_FOM_DOC_SEQUENCE_AUTO number sequence.

Modify How Attributes Display

Revised. Display hidden attributes and modify the display name of attributes.

Set Up Extensible Flexfields in Order Management

Revised. You must use Single Row for any extensible flexfield that you use in Order Management.

Overview of Business-to-Business in Order Management

Overview of Drop Ship in Order Management

Revised. Order Management doesn't support updates to ship dates during fulfillment for some flows.

Release 19C

The following topics are new or significantly revised.

Topic Description

Set Up Configure-to-Order

New chapter. Get details about the front-to-back set up you need to do, including in Product Information Management, Oracle Fusion Pricing, Global Order Promising, Order Management, Inventory, and so on.

Set Default Value for Scheduled Ship Date

New topic. Set the default value for the Schedule Ship Date attribute on the fulfillment line.

Overview of Setting Up Projects in Order Management

Revised topic. Import sales orders that include project details into Order Management Cloud.

Troubleshoot Problems with Web Services

Revised topic. Release a credit check hold through a web service, but the service returns a failed status.

Attributes You Can Use with Web Services

Revised topic. Update the Subinventory attribute through a web service but not in the Order Management work area. Other processing is limited.

Transformation Rules

Revised topic. Order Management runs transformation and posttransformation rules only under specific conditions.

Release 19B

The following topics are new or significantly revised.

Topic Description

Set Business Units for Selling Profit Centers

New topic. Set the selling profit center on a sales order line that's different from the business unit on the order header so you can sell items that belong to more than one profit center in a single sales order.

Set Up Sequences for Sales Order Numbers

New topic. Set up the starting value for your sales order numbers.

Return Sales Orders Without Credit Memo

New topic. Set up Order Management so your users can request to return a sales order without creating a credit memo.

Set Default Values on Sales Orders from Product Information Management

New topic. Learn how to set the default value for an attribute on on a sales order when you get the value from Product Information Management.

Update Extensible Flexfields During Fulfillment

New topic. Call the FulfillmentResponse web service to update an extensible flexfield on a sales order after your user already submitted the sales order to fulfillment.

Send Charges from Order Management to Oracle Receivables

Revised topic. Includes new details about how to manage the service mapping.

Guidelines for Integrating Order Management with Transportation Management

Revised topic. Includes new details about how to use the DOO_TransportationPlanning task and the Shipment task in your set up to manage a change order.

Troubleshoot Problems with Your Order Management Implementation

Revised topic. Includes new details about how to troubleshoot problems with sales agreements.

Manage Order Management Parameters

Revised topic. Use the Compare Change Order to Fulfillment Values parameter to allow a web service or file-based data import to change fulfillment line values even after the Order Entry Specialist revises the sales order in the Order Management work area.

Guidelines for Controlling Customer Details in Order Management

Revised topic. Use a web service to set Ship-to Address.

Release 19A

The following topics are new or significantly revised.

Topic Description

Agreements

New section. Set up Order Management so it uses a sales agreement that applies pricing terms when your customer buys from your company, such as offering a reduced price when buying a specific quantity of an item over time.

Projects

New section. Create and fulfill sales orders that include project attributes, such as Project Number, Task Number, and Expenditure Organization.

Integrating Order Management with Other Oracle Applications: Guidelines

New topic. Use a service mapping and integration algorithm to extend your Order Management integration with another Oracle application.

Using Functions in Integration Algorithms: Procedure

New topic. Use a function in your integration algorithm to implement specialized behavior.

Extending Credit Check: Procedure

New topic. Use an order management extension to modify credit check behavior.

Getting Customer, Ship-To, and Bill-To Details

New topic. Its important the data you import or integrate is compatible with the Order Management database. Use SQL to get customer, ship-to, and bill-to details from the Order Management database.

Using SQL to Query Order Management Data: Procedure

New topic. Use SQL to get data from the Order Management database to help you do a variety of administration tasks.

Creating Lookups in Order Management: Explained

New topic. Learn how to define the values that Order Management displays in a list of values.

Using Your Own Payload to Import Extensible Flexfields: Procedure

New topic. You can modify a predefined, example payload that imports an extensible flexfield. However, you might prefer to create your own payload to meet your specific requirements.

Troubleshooting

New chapter. Consolidates existing troubleshooting content and adds new content to help you fix problems in your Order Management implementation.

4 Import and Transform Orders

Revised chapter. Includes new topics that help you import sales orders.

Integrating Order Management with Other Oracle Applications: Overview

Revised topic. Get new details about how it works.

Integrating Order Management with Transportation Management: Procedure

Revised topic. Pause an orchestration process so Transportation Management can validate the planning request before the orchestration process creates the shipment request.

Integrating Order Management with Source Systems: Procedure

Revised topic. Use SCM - Abstract Roles for the role category.

Implementing Order-to-Cash: Points to Consider

Revised topic. Set the implementation status to display data in infolets.

Pausing Orchestration Processes: Guidelines

Revised topic. Use scheduled process Recover Errors and scheduled process Release Pause Tasks to resume a paused orchestration process.

Managing Order Management Parameters: Procedure

Revised topic. Specify values that the Order Entry Specialist can select for attribute Ship-to Customer and attribute Bill-to Customer.

Using Drop Ship with Order Management: Overview

Revised topic. Allow the Order Entry Specialist to change a fulfillment line for a drop ship that's awaiting shipment.

Fixing Problems That Occur During Order Import: Explained

Revised topic. Search messages to get a status update for your imported order.

Setting Up Extensible Flexfields in Order Management: Guidelines

Revised topic. Includes a new troubleshooting section. Don't include spaces in the Code attribute of an extensible flexfield segment.

Release 13 (update 18C)

The following topics are new or significantly revised.

Topic Description

Allowing Users to Return Items Without Original Sales Order: Overview

New topic. allow your users to return an item when your customer doesn't have the original sales order.

Defining Extensions That Modify Order Management: Guidelines

New topic. Apply guidelines when you create an order management extension.

Using Extensible Flexfields in Order Management: Guidelines

New topic. Apply guidelines when you set up an extensible flexfield in your Order Management Cloud deployment.

Controlling Customer Details in Order Management: Guidelines

New topic. Learn how to control the way Order Management Cloud displays customer details, such as ship-to address, bill-to address, contacts, or payment terms.

Integrating Order Management: Guidelines

New topic. You can use a variety of technologies to integrate Order Management Cloud with a fulfillment system that resides outside of Oracle Fusion.

Managing Trade Compliance: Guidelines

New topic. Apply guidelines when you set up trade compliance screening in Order Management Cloud.

Managing Credit Check

Revised section. Includes several new topics to help you manage credit check.

Change Orders

Revised section. Includes new details that clarify how to manage change orders, including new topic Managing Change That Occurs During Order Fulfillment: Guidelines.

Integrating Order Management with eBusiness Suite

Revised section. You can now use Visual Information Builder to route sales orders to eBusiness Suite. Other content in this section has also been revised.

Routing Requests from Order Management to Fulfillment Systems: Procedure

Routing Requests from Order Management to Fulfillment Systems Without Cross-References: Procedure

Creating Cross-References in Order Management: Procedure

Integrating Order Management to Fulfillment Without Cross-Referencing Customer Attributes: Procedure

Integrating Order Management with eBusiness Suite: Procedure

Getting Data from Product Information Management: Procedure

Assigning Orchestration Processes: Procedure

Using Extensible Flexfields in Transformation Rules: Procedure

Using Extensible Flexfields in Assignment Rules: Procedure

Revised topics. You can now use Visual Information Builder to create an assignment rule, pretransformation rule, or routing rule. We revised these topics so they describe how to use Visual Information Builder.

Using Extensible Flexfields in Order Management: Explained

Revised topic. Includes new details about how you structure and set up an extensible flexfield.

Calling Web Services from Order Management Extensions: Procedure

Revised topic. You must use a synchronous service with an order management extension.

Managing Connector Details That Integrate Order Management with Fulfillment Systems: Procedure

Revised topic. Use the Response Processing Option attribute to specify how to handle errors.

Managing Order Management Parameters: Procedure

Revised topic. Filter the addresses that the Order Entry Specialist can choose when setting the Ship-to Address attribute on the order header.

Using Extensions to Access Data Outside of Order Management: Procedure

Revised topic. To get details about the view objects you can use, see Public View Objects in Oracle Applications Cloud (Document ID 2386411.1) on My Oracle Support.

Integrating Order Management with Source Systems: Procedure

Revised topic. If you connect to Configure, Price, and Quote, then you must enable trigger point Fulfillment Line Status Update.

Assigning Orchestration Processes: Procedure

Revised topic. It is no longer necessary to use bucket sets and Oracle Business Rules. You can now use a simplified rule builder.

Importing Orders into Order Management: Explained

Revised topic. It is recommended that you include details in DOO_ORDER_ADDRESSES_INT table.

Using Order Profiles to Control the Order Management Work Area: Procedure

Revised topic. If the source order that you import from the source system isn't unique in the source system, then you must set Retain Sales Order Number to N.

Fixing Problems That Occur During Order Import: Explained

Revised topic. If your order import includes a coverage item, and if your import data already defines pricing for the item before the import occurs, then you must make sure the extended amount for the charge components on the coverage line contains a value.

Integrating Order Management with Other Oracle Applications: Overview

Revised topic. To avoid an SQL exception, make sure the web service you use to send fulfillment lines from Receivables to Order Management includes no more than 10,000 fulfillment lines in each invoice response.

Release 13 (update 18B)

The following topics are new or significantly revised.

Topic Description

Sending Charges from Order Management to Oracle Receivables

New section. Specify how Order Management Cloud sends charges and charge lines to Oracle Receivables.

Managing Sales Order Holds Across Systems: Explained

New topic. Use a web service to manage sales order holds across channels, including to your source systems and fulfillment systems.

Managing Feature Opt In: Procedure

New topic. Enable or disable some of the features and offerings that Order Management uses.

Migrating Approval Rules Between Instances of Order Management: Procedure

New topic. Migrate the approval rules that you define in one instance of Order Management to another instance of Order Management.

Guidelines for Pausing Orchestration Processes: Explained

New topic. It is recommended that you apply the guidelines described in this topic when you pause an orchestration process.

How Order Management Handles Time Zone Differences section in Order-to-Cash: How It Works

New section. Order Management uses Coordinated Universal Time (UTC) to provided more accurate values in date fields.

Cross-References section in the Integrating Order Management chapter

New section. Create cross-references between your source system, fulfillment system, and Order Management.

This content previously appeared in Document ID 2051639.1 (White Papers for Order Management Cloud) on My Oracle Support. It has been rewritten and updated to support the current release.

Parameters You Can Use When Routing Requests to Fulfillment Systems: Explained

New topic. Use parameters in your business rules to specify how to route a request to your fulfillment system.

Defining Messages in Order Management: Procedure

Define your own message, and then display it in the Order Management work area.

Integrating Order Management with Downstream Fulfillment Systems

Revised section. Includes new topics that describe how to set up the connector and perform other work when you integrate Order Management with your fulfillment system.

This content previously appeared in Document ID 2123078.1 (Integrating Non-Fusion Fulfillment System With Oracle Fusion Order Management Cloud) on My Oracle Support. It has been rewritten and updated to support the current release.

Guidelines for Coding Order Management Extensions: Explained

Revised topic. Includes new sections Techniques and Troubleshooting Order Management Extensions.

Methods You Can Use with Order Management Extensions: Reference

Revised topic. New details for the ExecutionContext method.

Copying Setups Between Instances of Order Management: Procedure

Revised topic. Migrate your hold code definitions between instances of Order Management.

Managing User Roles and Privileges in Order Management: Procedure

Revised topic. Manage authentication and authorization to secure order management processing, including web service usage. Includes new content and examples that support the current release.

Using Business Rules With Order Management: Overview

How Business Rules Work: Explained

Guidelines for Creating Business Rules: Explained

Transforming Source Orders to Sales Orders: How It Works

Revised topics. Contains new details about how to use business rules, such as what they do, and when and where you can use them. Also contains revised guidelines, such as making sure each rule evaluates to a single result.

Migrating Business Rules in Order Management: Procedure

Revised topic. Contains new details about how to migrate rules in this release.

Using Holds to Pause Orchestration Processes: Procedure

Revised topic. Specify who can apply or release a hold according to job role.

Pausing Orchestration Processes: Explained

Revised topic. Includes new details about how to pause an orchestration process.

Compensating Sales Orders That Change: Procedure

Revised topic. Changed the example in this topic so it references an extensible flexfield.

Integrating Order Management with Other Oracle Applications: Overview

Revised topic. You must make sure the attribute names you define in the service mapping and the attribute names you define in the integration algorithm match each other exactly.

Defining Orchestration Process Steps: Points to Consider

Revised topic. If you define more than one wait step for a task, then make sure you set the exit criteria for each wait step that occurs before the final wait step to Mark as Complete.

New subtopic Setting Default Attribute Values in the Order Management Work Area in topic Transformation Rules: Explained

Revised topic. Write your own rules that set default values in the Order Management Work Area.

Using Integration Cloud Service to Integrate Order Management topics

Revised topics. It is recommended that you use the Sales Order Notification event instead of the Order Status Updated event.

Managing Change That Occurs During Order Fulfillment: Explained

Revised topic. Starting in Release 13 (update 18B), Order Management disables Use Flexfield Attributes and Use Transactional Item Attributes on each predefined orchestration process, by default. You can't enable these attributes on a predefined orchestration process. However, you can create a copy of a predefined orchestration process, and then enable them on the copy.

Managing Processing Constraints: Explained

Order Management added the following processing constraints, you can disable them, as necessary.

  • Fulfillment Line Supplier Update

  • Fulfillment Line Supplier Site Update

  • Fulfillment Line Shipment Set Update

  • Fulfillment Line Payment Method Update

  • Fulfillment Line Contract Start Date Update

  • Fulfillment Line Contract End Date Update

  • Fulfillment Line Sales Credits Update

  • Order Header Sales Credits Update

Managing Approval Rules for Sales Orders: How It Works

Revised topic. You can't reference the order status attribute in an approval rule.

Release 13 (update 18A)

The following topics are new or significantly revised.

Topic Description

Migrating Business Rules: Procedure

New topic. Migrate business rules that you define across different instances of Order Management Cloud.

Exposing Hidden Attributes: Procedure

New topic. Order Management Cloud comes predefined with hidden attributes that you can expose so the Order Entry Specialist can display them in the Order Management work area.

Using Reports and Analytics with Order Management: Procedure

New topic. Use the Reports and Analytics work area to get detailed reports for some aspects of Order Management Cloud.

Using Descriptive Flexfields to Integrate Order Management with Other Oracle Applications: Overview

New topic. Use a descriptive flexfield to integrate Order Management Cloud with Oracle Receivables, Oracle Shipping, Oracle Receiving, or Oracle Procurement.

Using Extensions to Process and Display Your Data

New section. Use the Manage Extensions page in the Setup and Maintenance work area to write your own Groovy script that modifies your Order Management deployment, and to specify the extension point that determines when to run this script.

This content previously appeared in Document ID 2252683.1 (Defining Extensions That Modify Order Management Cloud) on My Oracle Support at https://support.oracle.com. It has been rewritten and updated to support the current release.

Managing User Roles and Privileges in Order Management: Procedure

New topic. Manage the authentication and authorization that Order Management Cloud uses to secure order management processing, including web service usage.

This content previously appeared in Document ID 2051639.1 (White Papers for Order Management Cloud) on My Oracle Support. It has been rewritten and updated to support the current release.

Using Flexfields to Process and Display Your Data

New section. Use an extensible flexfield to add your own attribute to Order Management Cloud. Define and capture order details that are unique to your business, and then allow other uses for these details during order fulfillment.

This content previously appeared in Document ID 2051639.1 (White Papers for Order Management Cloud) on My Oracle Support. It has been rewritten and updated to support the current release.

Using Web Services to Integrate Order Management

New section. Use web services to integrate Order Management with other systems, such as channel systems, legacy systems, quoting systems, contract systems, service request systems, inventory systems, or purchasing systems.

This content previously appeared in Document ID 2051640.1 (Using Web Services with Oracle Fusion Order Management Cloud) on My Oracle Support. It has been rewritten and updated to support the current release.

Setting Up Business Rules

New section. Use a business rule to implement a dynamic decision at run time that automates a company policy, computation, or logic.

This content previously appeared in Using Business Rules with Order Management Cloud in Document ID 2051639.1 (White Papers for Order Management Cloud) on My Oracle Support. It has been rewritten and updated to support the current release.

Copying Setup Data Between Instances of Order Management

New section. Copy your setup from one instance of Order Management Cloud into another instance during the lifecycle of your Order Management deployment.

This content previously appeared in Importing and Exporting Setup Data in Document ID 2051639.1 (White Papers for Order Management Cloud) on My Oracle Support.

Integrating Order Management with Oracle eBusiness Suite

New section. Use a predefine connector to test an example integration between Order Management Cloud and Oracle eBusiness Suite (EBS).

This content previously appeared in Document ID 2132744.1 (Integrating Order Management with eBusiness Suite) on My Oracle Support. It has been rewritten and updated to support the current release.

Integrating Attachments in Order Management

New section. Integrate Order Management so it can receive attachments as part of a source order from a source system to sending one to your order fulfillment system.

This content previously appeared in Integrating Attachments in Order Management in Document ID 2051639.1 (White Papers for Order Management Cloud) on My Oracle Support. It has been rewritten and updated to support the current release.

Identifying the Host and Port for Your Order Management Implementation: Procedure

New topic. Identify the host and port that your Order Management implementation uses.

Returning Sales Orders: Procedure

Revised topic. If the sales order uses recurring billing, and if you must return all paid invoices, then make sure you set the Cancellation Effective Date.

Order-to-Cash: How It Works

Revised topic. Order Management uses Coordinated Universal Time (UTC) to handle time zone differences when the Order Entry Specialist sets the Requested Date. It also uses this processing when a source order includes details for fulfillment options, such as the available date of shipment, warehouse, shipping method, fulfillment cost, and so on.

Assigning Job Roles in Order Management: Explained

Revised topic. To integrate social objects from Order Management into Oracle Social Network, you must use the Order Manager or the Order Orchestration error recovery role.

Integrating Order Management with Source Systems: Procedure

Revised topic. Order Management only sends statuses Scheduled, Shipped, Awaiting Billing or Billed.

Administering Email Format in Order Management: Procedure

Revised topic. Use BI Publisher Enterprise to modify the email template that Order Management uses when it sends an email notification.

Managing Approval Rules for Sales Orders: How It Works

Revised topic. Use the Manage Order Approval Rules page to define an approval rule according to status, then make sure you don't define the rule to run according to status Credit Check Failed.

Task Layer: Explained

Revised topic. Includes new details about how to use AGGREGATOR_WAIT_TIME and AGGREGATOR_MAX_FLINES to minimize problems that might occur with fulfillment requests.

Entities and Attributes You Can Use When Integrating Order Management with Other Oracle Applications: Reference

Revised topic. Replaced the previous listing of attributes with new lists categorized according to entity.

Release 13 (update 17D)

The following topics are new or significantly revised.

Topic Description

Controlling Decimal Precision: Procedure

New topic. Use the Quantity Decimal Precision profile to control decimal precision for attributes that store numeric values.

Specifying Transaction Types to Send from Order Management to Oracle Receivables: Procedure

New topic. Define a business rule that sets the value for the AR Transaction Type attribute according to details from the sales order, such as business unit, order type, line type, or item.

The following topics describe how to integrate Order Management with other Oracle applications:

  • Integrating Order Management with Other Oracle Applications: Overview

  • Integrating Order Management with Other Oracle Applications: Procedure

  • Using Descriptive Flexfields to Integrate Order Management with Other Oracle Applications: Procedure

  • Using Extensible Flexfields to Integrate Order Management with Other Oracle Applications: Procedure

Revised topics. These topics previously described only how to integrate Order Management with Oracle Receivables. They now also describe how to integrate Order Management with Oracle Shipping, Oracle Receiving, and Oracle Procurement.

Using Files to Import Orders into Order Management: Explained

Revised topic. You must make sure you correctly set up the rank for each customer item relationship before you import source orders.

Pausing Orchestration Processes: Explained

Revised topic. You must make sure to release a paused orchestration process. If you don't, then the orchestration process will remain in a paused state, which might result in failed sales orders, failed order fulfillment, and so on.

Managing Approval Rules for Sales Orders: How It Works

Revised topic. It is recommended that you define your approval rule so it evaluates to True only one time for the same sales order, and then creates only one approval request.

Order Management Cloud: Overview

Revised topic. Includes a new Getting Details section with references to technical documentation for Order Management.

Managing Change That Occurs During Order Fulfillment: Explained

Revised topic. The compensation pattern for the Shipping task uses the Cancel and Create pattern for item substitution during shipping but doesn't support the Update pattern. If you require different behavior, then you can write a compensation rule according to an item change.

Release 13 (update 17C)

The following topics are new or significantly revised.

Topic Description

Defining Extensions That Modify Order Management Cloud: Overview

New topic. Use the Manage Extensions page in the Setup and Maintenance work area to write your own Groovy script that modifies your Order Management deployment, and to specify the extension point that determines when to run this script.

The following topics describe how to integrate Order Management with Oracle Receivables:

  • Integrating Order Management with Oracle Receivables: Overview

  • Integrating Order Management with Oracle Receivables: Procedure

  • Using Descriptive Flexfields to Integrate Order Management with in Oracle Receivables: Procedure

  • Using Extensible Flexfields to Integrate Order Management with in Oracle Receivables: Procedure

New topics. Use a descriptive flexfield or an extensible flexfield to communicate details between Order Management Cloud and Oracle Receivables.

The following topics describe how to set up coverage and subscriptions:

  • Setting Up Coverage for Sales Orders: Procedure

  • Setting Up Orchestration Processes for Coverage Items: Explained

  • Setting Up Subscriptions for Sales Orders: Procedure

  • Setting Up Subscriptions for Covered Items: Procedure

  • Importing Source Orders That Include Coverage or Subscriptions: Procedure

New topics. These topics describe how to do the following work:

  • Set up and manage coverage items. For example, you can set up a coverage, such as a warranty for laptop support that includes a daily, weekly, monthly or yearly duration.

  • If you set up an orchestration process that processes a covered item or a coverage item, then you can you use the same orchestration process instance for the covered item and for the coverage item, depending on your business requirements. If you use different instances, then you can coordinate these instances.

  • Set up subscriptions for sales orders.

  • Set up a subscription for a covered item. In this example, you define a covered item for cloud up time, and then define a subscription that allows the Order Entry Specialist to add this up time.

  • Import a source order that includes covered items, coverage items, or subscriptions into Order Management.

Specifying How to Track Items as Assets: Procedure

New topic. Specify how to track an item as an asset, and then allow the Order Entry Specialist to monitor it during order fulfillment.

Implementing Order-to-Cash: Points to Consider

Revised topic. Includes a new subtopic, Consider Which Scheduled Processes You Must Run.

Release 13 (update 17B)

The following topics are new or significantly revised.

Topic Description

The following topics describe how to set up trade compliance:

  • Managing Trade Compliance: Overview

  • Managing Trade Compliance: How it Works

  • Managing Trade Compliance: Procedure

  • Managing Trade Compliance During Order Fulfillment: Procedure

  • Constraining Compliance Screening: Procedure

  • Managing Trade Control Types: Procedure

New topics. Use Order Management in conjunction with your trade management solution to create and manage trade transactions that comply with import global trade rules, export global trade rules, and other trade regulations that the country or region requires.

The following topics describe how to integrate Order Management with Transportation Management:

  • Integrating Order Management with Transportation Management: Overview

  • Integrating Order Management with Transportation Management: How it Works

  • Integrating Order Management with Transportation Management: Procedure

New topics. Integrate Order Management with Oracle Transportation Management so that it sends sales orders to a transportation management system for transportation planning, and to receive updates at fulfillment milestones, such as plan completion or proof of delivery.

The following topics describe how to manage approval rules:

  • Managing Approval Rules for Sales Orders: How it Works

  • Managing Approval Rules for Sales Orders: Procedure

New topics. Configure Order Management to route each sales order for sales order approval. You can configure sales order approval to accept or reject the sales order according to a variety of approval rules, and on a variety of sales order attributes.

The following topics describe how to manage credit check:

  • Managing Credit Check in Order Management: Overview

  • Managing Credit Check in Order Management: Procedure

  • Importing Source Orders That Include Credit Check Details: Described

New topics. Use credit check in Order Management to minimize the financial risk that your organization assumes during day-to-day operations. You can use credit check to validate each sales order and verify that your customer has credit available that's sufficient to cover the cost of the purchase, and to allow Order Management to process the sales order through order fulfillment before receiving payment.

Calling Order Management Cloud from Client Applications

New topics. Oracle Fusion Applications exposes its interfaces as web services, and deploys them on a service-oriented architecture (SOA) container, secured through layers of web service policy, authentications, and other protocols. This document describes how to set up a client application so it can call secure web services on Order Management Cloud.

For details, search for Document ID 2051639.1 (White Papers for Order Management Cloud) on My Oracle Support, and then download the attachment that describes how to call Order Management Cloud from a client application.

Using Web Services with Order Management Cloud

New topics. You can use web services to interact with Order Management. For example, you can use the Order Import web service to create an integration that sends order requests from your upstream system to Order Management. This web service processes the request, and then creates a sales order in Order Management. Various types of upstream systems and applications can use this service, such as channels, legacy systems, quoting systems, contract systems, service request systems, inventory systems, or purchasing systems.

This content was moved to this implementation guide in Release 18A. For details, see Using Web Services with Order Management Cloud: Overview.

Integrating Order Management Cloud with Oracle eBusiness Suite

New topics. Get help if you already own applications that are part of Enterprise Resource Planning in Oracle E-Business Suite, and you plan to migrate to Order Management Cloud in phases and will continue to use E-Business Suite to perform some of the fulfillment functionality.

For details, search for Document ID 2132744.1 (Integrating Order Management Cloud with Oracle eBusiness Suite) on My Oracle Support.

Managing Order Types: Procedure

New topic. An order type is an optional attribute on the order header that you can administer to arrange sales orders into groups that you define. You can also use it to control order processing. This content previously appeared in Document ID 2051639.1 (White Papers for Order Management Cloud) on My Oracle Support.

Managing Order Management Parameters: Procedure

Revised topic. Includes parameters that you can set for credit check, trade compliance, and order approvals.

Using Business Rules to Get Data from Different Product Models: Procedure

Routing Requests from Order Management to Fulfillment Systems: Procedure

Routing Requests to Fulfillment Systems When Cross-Reference Data Doesn't Exist: Procedure

Revised topics. Starting in Release 12, you use a different set of objects in your business rule.

Creating Transformation Rules: Procedure

Creating Advanced Product Transformation Rules: Procedure

Assigning Orchestration Processes: Procedure

Revised topics. These topics include revised procedural instructions and screen captures.

Integrating Order Management with Fulfillment Systems: Procedure

Revised topic. Set the Invocation Mode to determine how Order Management calls the connector when an orchestration process requires an interface to a system that resides outside of Order Management.

Implementing Order-to-Cash: Points to Consider

Revised topic. Includes content that describes whether new features in this release come predefined or require setup.

Implementing Order-to-Cash: Quick Start

Revised topic. Includes revised setup details.

Assigning Job Roles in Order Management: Explained

Revised topic. Includes details about predefined job roles.

Using Drop Ship with Order Management: How it Works

Revised topic. Includes a list of setups that are required to implement drop ship.

Order Management Cloud is a supply chain management application that improves order fulfillment for your business processes. It includes predefined integration, centrally managed orchestration policies, global availability, and fulfillment monitoring that can help increase customer satisfaction and order profitability.

Capture Orders and Fulfill Them

Use Order Management as your order hub to capture customer demand and fulfill sales orders.

This figure illustrates the content of this topic.
Text immediately after the figure describes the figure in detail.

Note.

  • Capture. Capture demand from channels, such as web, mobile, call center, direct sales, or partners. Provide the functionality that your users need during order capture, such as price items, determine availability, get order status, and so on.

  • Orchestrate and monitor fulfillment across channels. Coordinate with other Oracle Supply Chain Management Cloud applications during fulfillment, such as purchasing, manufacturing, inventory management, and other solutions.

  • Fulfill. Integrate Order Management with systems that reside outside of Order Management.

Manage Multichannel Orders

Order Management can support your global, order-to-cash process that uses more than one channel. Centralize and manage order capture channels, do order promising, orchestrate fulfillment policies, monitor order status, and manage exceptions. Enter, price, and configure each sales order directly in Order Management.

  • Enter sales orders directly in Order Management. Enter details for a new sales order, revise a sales order, modify order lines, view change history, place a sales order on hold, or cancel a sales order. Create a return order for an existing sales order.

  • Import source orders from an external capture system, such as an e-commerce system, edit them in Order Management, and then fulfill them in your fulfillment system.

  • Use a common definition of sales orders across channels so you can view and search them in a consistent way.

    For example, search for Item A across sales orders that other users created in Order Management, and across sales orders that an administrator imported from an e-commerce site, call center, or through electronic data interchange (EDI).

  • Use an orchestration process to route and manage each sales order across more than one fulfillment system. For example, use a schedule, ship, and bill process to route order lines to two different enterprise resource planning (ERP) systems.

  • Send status updates from more than one fulfillment system to a capture system that resides outside of Order Management.

    For example, return a SHIPPED order status to an e-commerce system even if one warehouse system returns a Shipped status for an order line, but another warehouse returns an SHP status for the same line.

  • Get a summary of statuses and exception orders. For example, view a graph that displays sales orders that are at risk of missing a promise date.

  • Use Oracle Fusion Global Order Promising to collect supply data from more than one source and to configure business rules that select the best fulfillment location for demand from any channel.

    Select according to future availability, expected delivery date, and preferred delivery method. Allocate scarce supply according to customer, channel, or to resolve order exceptions.

  • Use heterogeneous deployment. Use a mixture of cloud and on-premise environments for your capture and fulfillment systems.

    For example, import source orders from a cloud capture system, then fulfill them in an external, on-premise ERP system.

  • Use a predefined integration with other Oracle cloud services to centrally manage orchestration policies, get global availability, monitor status, and manage exceptions.

For details about how Order Management integrates channels with other systems, see the Overview of Integrating Order Management topic.

Monitor Progress and Manage Exceptions

Use the Order Management work area to monitor progress and manage exceptions.

  • Get a summary of statuses and exceptions according to customer, item, or supplier, and drill into data to get more detail.

  • Filter sales orders according to customer, item, fulfillment location, supplier, status, or age.

  • View order status.

  • Use a Gantt chart to monitor processes.

  • View and fix exceptions on one or more order lines.

  • If a sales order is at risk of not meeting fulfillment dates, then use a jeopardy feature to identify issues and take corrective action.

  • Use embedded intelligence to resolve exceptions. Use analytic details to make informed choices.

Simplify Change Orders

Use change order management to set up compensation patterns and roll back steps so you can consistently control change orders. Use change order logic to make sure Order Management processes and revises sales orders consistently across all sales orders.

For example, if Order Management receives a quantity change from a source order, and if it hasn't shipped the item, then use change logic that allows the change, and roll back the fulfillment process so it can reschedule and send a new ship request to your fulfillment system.

  • Specify attributes that affect the change order and that automatically recognize a change order.

  • Create rules that automatically handle changes so the user isn't required to intervene in every change that occurs.

  • Coordinate change order tasks with your fulfillment system.

  • Set up tasks in the orchestration process that the change order affects.

  • Adjust fulfillment steps that the change affects.

  • Cancel orders, add lines to orders, and change quantity.

  • Revise existing sales order.

Set Up Processing

Set up the orchestration process that Order Management uses to fulfill each sales order. Create a new orchestration process or modify an existing one that comes predefined with Order Management and that already meets most of your business requirements.

  • Use common, conditional, parallel, or interrelated flows for order lines.

  • Create change order rules that automatically modify order fulfillment.

  • Create rules that calculate order completion date according to requested date.

  • Create common statuses to use across your business process.

  • Create draft orders in Order Management that you can later submit for processing.

Create an orchestration process that plans fulfillment processes, calculates lead times, modifies order compensation steps, and so on.

You can also write your own Groovy script in an order management extension to modify your Order Management deployment. Create the extension point that determines when to run this script. For details, see the Overview of Extensions That Modify Order Management topic.

Enrich Source Orders For Fulfillment

  • Create a business rule that transforms each source order into a sales order, modifies order attributes, and creates order lines.

  • Add details to improve fulfillment. For example, add or modify attributes or add more items so Order Management can efficiently fulfill the sales order.

Manage Problems and Recover from Errors

  • Use a jeopardy feature to help you monitor each sales order against a fulfillment date, predict whether the sales order is on schedule to meet the fulfillment date and, if not, take corrective action.

  • Use a central work area to recover sales orders that are in an error state.

  • Locate the problem, identify the root cause, then adjust order fulfillment parameters to fix the problem.

  • Modify dates and attributes that affect process planning.

  • Query and examine a subset of sales orders according to a criteria that you specify.

  • Take action on a single sales order, or on more than one sales order at the same time.

  • Schedule a background process that automatically recovers errors according to parameters and filters that you set up.

Use Oracle Fusion Work Areas

Move each of your sales orders from capture, to promise, fulfillment, and finally receivables.

Move each of your sales orders from capture, to
promise, fulfillment, and finally receivables.

Capture orders from your channels in an order capture system, such as the Order Management work area, or Configure, Price and Quote. You can also import orders from your source system, such as a legacy order capture system.

  • Web sales

  • Call centers

  • Direct sales

  • Partners

  • Legacy order capture systems and other systems

  • Electronic data interchange or business-to-business flows

  • Mobile platforms

Use work areas in supply chain management to set up and capture your item.

  • Set up your item in Product Information Management

  • Determine availability for your item in Global Order Promising

  • Price the item in Pricing Administration.

  • Configure configured items in Configurator.

  • Set default values and do other setups in Setup and Maintenance.

  • Capture orders in Order Management.

Use work areas to orchestrate order fulfillment across sources, such as suppliers, finance, and distribution centers.

  • Track and revise sales orders in Order Management.

  • Set up schedules, shipping and do other setups in Setup and Maintenance

  • Procure the item you will ship in Procurement.

  • Reserve and track the item in Inventory Management.

  • Get details about the item in Reports and Analytics.

  • Receive the item into accounting in Receivables.

Get Details

What Where

Use these books.

  • Implementing Order Management

  • Using Order Management

  • Administering Pricing

  • Tables and Views for Oracle Supply Chain Management Cloud

  • REST API for Oracle Supply Chain Management Cloud

Go to Oracle Supply Chain Management Cloud on Oracle Help Center at https://docs.oracle.com/en/cloud/saas/supply-chain-management/18b/index.html.

Technical details not covered in books

Search for Document ID 2051639.1 (White Papers for Order Management Cloud) on My Oracle Support at https: //supportoracle.com

What's New in each release and release content documents

Oracle Cloud Release Readiness at https://cloud.oracle.com/saasreadiness/scm

Details

How Order-to-Cash Works in Order Management

Use Order Management Cloud to order and fulfill an item, such as a printer, a configured item, such as a desktop computer, or a service, such as monthly maintenance for a network of desktop computers.

Here's how Order Management fulfills a sales order when the user creates it in the Order Management work area.

how Order Management fulfills a sales order when
the user creates it in the Order Management work area.

Note.

  1. A user, such as the Order Entry Specialist, clicks Create Order in the Order Management work area to create a new sales order.

    • The user searches the Customer attribute on the order header. Order Management gets details about the customer from the party object in Trading Community Architecture. For details, see the Guidelines for Controlling Customer Details in Order Management topic.

    • Order Management communicates with Pricing Administration to get pricing details that apply to the entire order, such as the pricing strategy and pricing segment. The strategy depends on the value that you set in the Customer attribute. For details, see the How Profiles, Segments, and Strategies Work Together topic.

    • The user searches for an item on the catalog line of the sales order. Order Management gets details about the item from the Product Information Management work area. You use the Product Information Management work area to set up and manage details about the item.

      Order Management also communicates with the Pricing Administration work area to price the line. For details, see the How Pricing Prices Sales Orders topic.

    • The user clicks Add to move the line to the order line area, then clicks Submit.

    • Order Management validates the order, converts order lines to fulfillment lines, then an assignment rule identifies the orchestration process that Order Management runs to fulfill each fulfillment line. You can set up this rule. For details, see the Assign Orchestration Processes topic.

  2. An orchestration process contains steps that fulfill the order. Examples of steps include schedule, reserve, ship, invoice, and so on.

    The steps vary so they optimize order fulfillment according to the needs of each order. The orchestration process determines process logic, such as statuses to use for the order, how to do forward planning and backward planning, how to compensate for change to the order, and so on.

    Here's more detail about what the orchestration process does.

    • References data in Product Information Management to determine how to orchestrate the order according to the item. You can specify this data. For details, see the Get Data from Product Information Management topic.

    • References Supply Chain Planning to cross-reference and validate data.

      You can set up data collection parameters, enable data for collections, and so on. For details, see the Quick Start to Implementing Order-to-Cash topic.

    • Uses business rules to orchestrate each order. You can set up a variety of rules.

      For example, set up a rule that uses a different lead time depending on whether the inventory organization resides in Denver or San Francisco, or a rule that makes sure Order Management doesn't attempt to ship a nonshippable item, such as a video that your customers can only stream from the cloud. For details, see the Overview of Using Business Rules With Order Management topic.

  3. To orchestrate fulfillment, each orchestration process step calls a service that does a fulfillment task.

    each orchestration process step calls a service
that does a fulfillment task.

    For example.

    • The Create Scheduling service communicates with Order Promising. Order Promising determines availability and promises the order.

      • Cross-references items before it sends the fulfillment request to your fulfillment system.

      • Gets supply and demand data from Supply Chain Planning Cloud to determine availability in the supply chain, such as inventory levels in warehouses.

      • Schedules the best fulfillment options for each fulfillment line. Your users can also manually use the Order Management work area to choose some options.

      Most predefined orchestration processes include a scheduling step that calls Order Promising. You can also set up an orchestration process that doesn't include a scheduling step and that doesn't use Order Promising. For example, if your organization sells downloadable literature that doesn't require a warehouse or shipping.

    • Task services interpret replies and updates from fulfillment systems, such as Inventory Management. For example, the orchestration process calls.

      • The Create Inventory Reservation service to reserve inventory for your item, then waits until Inventory Management sends confirmation that it reserved inventory.

      • The Create Shipping service to create a shipment, and Wait for Shipment to wait for confirmation from Inventory Management that the carrier successfully delivered the item.

      • The Create Billing Lines service and the Wait for Billing service to call Receivables and finish the order-to-cash process. It makes sure you get paid.

    For details about how to use task services, see the Task Types topic.

    You use the Setup and Maintenance work area to set up an orchestration process.

  4. The External interface communicates order details between Order Management and the fulfillment system. It primarily routes the fulfillment request and converts data so the fulfillment system can correctly use the data.

    You can also use the external interface to send a request to your fulfillment system that resides outside of Oracle Fusion to fulfill the order. The external system processes the request and sends completion updates through the external interface so the orchestration process can move to the next step. For details, see the Integrate chapter in the Implementing Order Management book.

  5. Here's what happens during fulfillment.

    • Inventory Management manages logistics and inventory for the order, including schedule, reserve, receive, and ship each item.

    • Receivables processes billing details, including one-time charges and recurring charges, then sends them to Oracle Financials Cloud.

    • Oracle Financials Cloud does financial transactions for the order. It creates an invoice, manages accounts receivable, processes payments, and manages revenue.

    The fulfillment system communicates updates through the external interface to task services throughout fulfillment.

Note.

  • This topic describes one way to fulfill orders. You can set up Order Management to do fulfillment differently, according to your unique fulfillment environment.

  • You can import orders into Order Management from an upstream order capture system. For details, see the Overview of Importing Orders into Order Management topic.

  • For details about other fulfillment flows, such as drop ship, back-to-back shipping, or internal transfer, see Oracle SCM Cloud, Implementing Manufacturing and Supply Chain Materials Management. For illustrations of these flows, see the articles on My Oracle Support.

    • Order to Cash - Standard Pick from Stock Order Flow (Doc ID 2239712.1)

    • Order to Cash - Back to Back (B2B) - Buy Flow (Doc ID 2276547.1)

    • Order to Cash - Back to Back (B2B) - Make Flow (Doc ID 2275403.1)

    • Order to Cash - Back to Back (B2B) - Transfer Flow (Doc ID 2273369.1)

How Data Flows Through Order Management

Order Management Cloud uses processes and tasks to fulfill each source order that it receives from a source system.

This figure illustrates the content of this section.
The text immediately after the figure describes the figure in detail.

Note.

  1. Capture orders. A source system that resides outside of Order Management sends a source order to Order Management.

    The terminals and databases in step 1 in the diagram represent different channels that your deployment can use as source systems. For example, a legacy system, or some other channel.

    The flow for a sales order that the Order Entry Specialist creates in the Order Management work area is similar, except it typically starts with orchestration at step 3.

  2. Transform orders. Transformation rules separate the source order into a hierarchy that Order Management can use and process.

    Transformation finishes, then assignment rules assign an orchestration process to the sales order.

  3. Orchestrate orders. One or more orchestration processes contain steps that do fulfillment tasks. Each fulfillment request starts here.

  4. Do tasks. Task services send a request to the fulfillment system to run the fulfillment task, such as ship the item or invoice the item. A system that resides outside of Order Management can also send a request to a task service.

  5. Integrate. Here's what the external interface does.

    • Cross-references data that the request contains.

    • Uses routing rules to identify the fulfillment system to use to fulfill each fulfillment line. For details about these rules and how to create them, see the Route Requests from Order Management to Fulfillment Systems topic.

    • A connector sends the request to the fulfillment system.

  6. Fulfill. The fulfillment system processes the request.

    • The fulfillment system accepts the request then sends a reply.

    • The external interface converts the reply from the fulfillment system.

    • The task service processes the reply from the fulfillment system.

    • The orchestration process runs the next orchestration process step.

External Interface

The external interface manages communication between Order Management and your fulfillment system.

  • The fulfillment system doesn't communicate directly with the orchestration process. Instead, the external interface provides an intermediary that Order Management uses to route requests.

  • Order Management uses a web service to route each request from the task service to the fulfillment system, and then from the fulfillment system to the task service.

  • The connector modifies the structure and content of the outbound message so it matches the inbound interface that the fulfillment system uses.

  • You can set up each web service and routing rule, then register the connector web service. This set up integrates the fulfillment system with the external interface.

The external interface provides benefits.

  • Keeps the source system or fulfillment system that resides outside of Order Management separate from the orchestration process so it isn't necessary to modify the orchestration process every time you integrate another source system or fulfillment system.

  • Provides a flexible integration that you can use in a Service Oriented Architecture (SOA) with a system or application that resides outside of Order Management.

  • Provides a complete, open, and integrated solution that lowers cost of ownership.

How Order-to-Cash Works with Order Capture Systems

Use an order capture system that resides outside of Order Management Cloud, such as Oracle Configure, Price and Quote Cloud, to send a source order to Order Management.

how Order Management transforms an order

Order Management uses the flow described in the How Order-to-Cash Works topic, but with these important differences.

  1. An order capture system that resides outside of Order Management captures a source order. For example, a user might use your legacy application to enter a source order.

  2. You set up a connector that the capture system can use to send the source order to Order Management. If the source system and Order Management use different domain values, then the connector transforms the structure and values from the domain that the source system uses to the domain that Order Management uses.

    For details, see the Integrate Order Management with Source Systems topic.

  3. Supply Chain Planning collects data about the source order, then uses it to create cross-references and planning data.

    Use a cross-reference help to manage the representation of data across systems. A cross-reference relates business data between your order capture system, order fulfillment system, and Order Management. For example, an item cross-reference can create a relationship between an item, such as Widget x, that resides in your source system, and a representation of Widget x in Order Management.

    You can cross-reference across warehouses, units of measure, carriers, currencies, shipping methods, payment terms, accounting rules, invoicing rules, service levels, tax classification codes, and so on.

  4. An orchestration process references business rules to transform each source order into a sales order that Order Management can understand and fulfill.

  5. Order Promising gets item details from Product Information Management, customer details from Trading Community Architecture, and planning data from Supply Chain Planning to promise the sales order.

  6. Order Management uses the order-to-cash flow to continue processing.

Note.

  • Order Management updates the order status, fulfillment line status, and invoice status during the flow, and communicates each update to your order capture system.

  • Order Management can use an order capture service to communicate updates to the source system. To receive these updates, the source system must subscribe to the events. If Order Management receives an update from the source system, then it replans the orchestration process. It replans every time it receives an update.

  • Here's the attributes that Order Management uses to calculate the planned dates for each step and task, starting with the first step it does in chronological order.

  • Order Management doesn't do the same amount of transformation for a sales order that a user creates in the Order Management work area because these orders already include the data and use the structure that Order Management requires.

  • A single source order might contain order lines that include one-time charges, and other order lines that include recurring charges. If Order Management receives a source order that includes a recurring charge, then Oracle Receivables creates a recurring billing invoice for these lines.

  • Order import typically uses the same flow that this topic describes, except you import source orders from a spreadsheet or through a web service.