Redwood: Use the Order Management's Redesigned Landing Page

Welcome to the training for Oracle Fusion Order Management in Oracle Supply Chain Management Cloud. In this demonstration, we will provide an overview of the latest features and enhancements that are now supported via the Order Management Redesign landing page.

This feature gives you the ability to utilize a scoreboard card to view key performance metrics across various business units to monitor and manage sales orders that you recently worked upon. You can use it to monitor sales order that needs your immediate attention, so you can take an action. You can also use the landing page so that you can quickly navigate to a sales order by directly entering the order number.

The action section on the landing page provides you with a list of commonly used tasks across Order Management. You can also customize the landing page by adding OTBI-based KPIs and visualizations to track key performance measures that are important for your business. The new Oracle Order Management Redesign landing page provides you with a personalized experience that is optimized for productivity and faster performance.

In today's demonstration, we'll cover the following scenarios. We'll start by reviewing the Order Management Landing page and review some of its key capabilities. We'll then see how an order entry specialist can quickly navigate to a sales order by entering the order number.

Next, we'll customize the landing page by adding the OTBI-based KPI and visualization to the landing page, so you can track key performance measures that are relevant for your business. Lastly, we'll look at some of the prerequisite setup tasks that are required to configure the landing page. Let us now begin with the demo.

Let's start on the Order Management homepage. We'll access the new Order Management Landing page by clicking upon the new navigation tile by the name Order Management New. The landing page is automatically enabled if you have opted into the feature Redwood Search and apply actions on multiple sales order, which was released in the release 2014.

The existing navigation tile for Order Management will continue to exist and navigate to the classic UI. Click on the Order Management New tile to navigate to the new landing page.

As you can see, there are two seated scoreboard cards on the Order Management landing page. One, the My Orders and second, the Orders in Error. The My Order scoreboard card displays the open orders that were created in the last seven days that you either created, submitted, or the primary sales person on the order, or the order representative on the order. The Orders In Error scoreboard card displays all the orders that you created, submitted, or the primary sales person or the order representative, and the order is in error.

When you click on any scoreboard card, you can review the details of the selected scoreboard card below. For example, when you select the My Order scoreboard card, you can view all the recent orders that you created in the last seven days, including information such as the order number, customer, status, order total, and order date. Click on the order number hyperlink to view the details of any of the sales order listed. Let us click on the order number 521187 to view the details of this order.

As you can see, when you clicked on the order number, we can see the details of the specific order selected. Click on Cancel to navigate back to the landing page.

You can use the search bar to search for any of the orders that are listed in the detail section of the My Orders scoreboard card. You can search for an order based on either the order number, customer, order status, or order total. Let us now search for an order by entering the order number. Enter 521187 and hit the Enter button.

You can see that the My Orders list is filtered by the order number that you just entered in the search bar. Let us now click on the Orders In Error scoreboard card. The Orders In Error scoreboard card displays the details of the order that you either created, submitted, or the primary sales person or the order representative, and the order is in error. You can view the count of all the order or order lines in error, categorized by the error type.

When you click on the count against any of the error type, you will be navigated to either the order or order line search page, and will be able to view the respective order or order lines filtered based on the error type that you selected. Click on the number displayed on the Number of Lines column for the fulfillment task type error.

Notice that the respective filters are automatically applied on the search page to view only the orders that are in error for the error type that you selected on the landing page. Next, let's review the actions section on the landing page.

You can find some of the commonly used tasks displayed in the Actions region. Click on the View All actions link to view all the tasks that are commonly performed by an Order Management user. These tasks are displayed based on the privileges that are assigned to the user. You can search for any of the tasks that are displayed in the actions drawer. You can also optionally pin a frequently used action so it appears by default on the landing page.

Let us now pin any of the tasks that isn't already appearing on the landing page. Pin the Manage Orders in Error task, so it appears by default on the landing page. Close the drawer. You can see that the Manage Orders in Error task now appears by default on the landing page.

Next, let us now review the Quick Access section on the landing page. Use the Quick Access section to navigate to any order from the landing page. This is especially useful if you can't find the order listed when you click on the My Order scoreboard card, either because the order was created more than seven days ago, or it isn't an order that you created, submitted, or the primary sales person or the order representative on the order.

Let us now search for the order number 521189. As you can notice, the order number isn't listed in the My Orders list as this isn't an order that was created by the logged in user. Hence, you could use the Quick Access section to navigate to such orders. Let us now search for the same order in the Quick Access section.

You must enter the full order number to search for the sales order. Click on the order number. The user will be redirected to either the Redwood or the classic page based on the order's eligibility for the Redesign interface. An order may open in the classic page if it leverages product capabilities that are not yet supported in the Redesign pages.

For more information on the orders that can be viewed in the Redesign page, refer to the topic, Should I use the redesigned page in the Oracle Help Center guides? Next, we'll learn how to edit the landing page to add an OTBI-based KPI and visualization. Let us start by creating an OTBI analysis.

For today's demonstration, I have already created an OTBI analysis to track the count of the active order lines that are on hold. Review the details in the selected columns and the filters section. In the OTBI analysis, we have added the whole name and the aggregate count of the two fulfill line ID attribute to the selected columns and added the active flag attribute to the filter section to view only the holds that are active on the order line.

Click on the results section to view the details of the OTBI analysis. As you can see, the OTBI analysis presents the distribution of the total number of lines that are actively on hold grouped by the hold name. The OTBI analysis can be used both as a scoreboard card and as a visualization that shows the distribution of the count of various holds on the order line.

Next, proceed to the visualization configuration user that interface. Click on the Add Button to start creating a visualization. Choose the source type as OTBI analysis and select the appropriate folder where the OTBI analysis was previously saved.

Then enter the name of the OTBI analysis in the field and select the OTBI analysis that you created in previous step. When creating a visualization, you can set the visualization type to any of the charts such as donut chart, pie chart, et cetera or set the visualization type as a metric card to use it as a scoreboard card on the landing page.

To display the scoreboard card KPI, select the visualization type as metric card. Review the details that are defaulted when you select the visualization type as metric card. For the purpose of today's demo, let's leave the default values for the attributes such as primary metric, secondary metric, description type, et cetera.

Specify a name for the visualization, such as number of active votes. Set the configuration status as active. Review the configuration to ensure it's accurate. Once you are satisfied with the configuration, click on the Create button.

Next, we'll create another visualization as a chart and choose any of the charts such as pie chart, line chart, bar chart, donut chart, et cetera. Click on the Add button to create a visualization. Continue to use the source type as OTBI analysis and lookup for the OTBI analysis by its name in the appropriate folder.

Let's select the visualization type as donut chart. Review the visualization details, including attributes used for sliced by value to ensure they are accurate. Once you are satisfied with the visualization, specify a name for the visualization, such as number of active holes chart.

Set the configuration status as active. If everything looks good, click on the Create button. This completes the visualization configuration. Let us now proceed to edit the landing page to add these visualizations.

Click the Edit Page Layout button to open the landing page in edit mode. You can edit the landing page provided you have been provisioned the Edit Order Management landing page privilege. Once you are in the Edit mode, click on the Library button to access the KPIs and visualization.

You can search for a visualization and drag and drop it within the landing page. Begin by searching for a KPI and drag and drop it in the scorecard section of the landing page.

Then you can drag and drop a visualization that is associated with the scoreboard card to the Visualization section on the landing page. Once you are satisfied with your landing page edits, click on the Exit Edit Mode button. Review your landing page edits. This completes the demo on how a user could edit the landing page to add custom KPIs and visualizations to the Order Management landing page.

Next, let's review some of the prerequisite setups to Setup the Order Management landing page. To setup the landing page, you must have opted into the feature Search and Apply Actions on Multiple Sales Order. Further, you must also ensure that the required set of attributes are available in the sales order and sales order line index and the index has been rebuilt.

Lastly, you should also make sure that the required set of attributes are added to the sales order and sales order line search views. We will review the details of the attributes that must be available in the index and the search views in the following part of the video.

The landing page fetches the data that is ingested via the Oracle Search Cloud Service Schedule Program. To view the data on the landing page, you must validate that the attributes listed must be added to the index and rebuilt so that the scoreboard card and the details area displays the data for the My Orders and the Orders In Error KPI.

Further, to navigate to the Orders In Error, when you click on the Orders In Error scoreboard card, you must add the attributes listed on the slide to the search views as shown so that the user can view the filtered set of orders that are in error. This completes the demo. Thank you.