Order Management Work Areas

- Search Features
- Tabs and Panel Tabs
- Grid & List views
- Infotiles & Infolets

Order to Cash
- Receive Order
- Fill Order
- Ship Order
- Create Invoice
- Receive Payment
- Record Payment

Order to Cash
- Capture & Book
- Order Pricing
- Configuration
- Promise
- Glober Order Promising
- Orchestrate
- Trade Compliance
- Transportation Mgmt
- Inventory / Acccount Mgmt

Web
Call Center
Stores
Partners
EDI/B2B
Mobile
|
v
Order Management Cloud
|
v
Internal DC
3rd Party DC
Supplier
Stores
Finance

Order to Cash Flow

- Order Entry
- Order Booking
- Reservation
- Pick Release
- Pick Confirm / Move Order Txn.
- Ship Confirm
- Enter Invoice
- Complete Line
- Close Order

Creating Sales Order

- Business Unit
- Customer
- Purchase Order #
- Part #
- Override Shipping Info.
 - Override Billing Info.
- Draft Status
- Action - Validate (Auto Validate on Submit)
- Processing Status

Managing Sales Credit

- % of total revenue of a Sales Order
- Create Order page option
- Indivial Order line as well
- Revenue Percentage - % of total revenue that sales person will receive
- Nonrevenue Percentage - % of a sales revenue for work that is not directly
related to the sale

Order Trade Compliance screening

- Notification received
- this module needs to be activated

Change Order processing

- Receive Change Order
- Processing Constraints - allow or not allow change
- Orchestration Process - steps reqd. to adjust
- Request Accepted

Sales Order Approvals

- Single or Multiple Approvals
- Exceeding $ X - specific threshold
- Approval Pending (lock icon)
- Pending Notifications in Approvers Workarea
- Approves / Rejects
- Rejects - back to Draft
- Approve - Fulfill Sales Order

Validating Sales Orders

- Actions - Validate

Coverage Services in Sales Orders

- Warranty Service e.g.
- Extended Warranty - 2 years - Select Covered Item
- Current / Previous Order
- Order Line (select from entire list)
- Qty. and Contract Start & End Date
- Line # 1:1

Subscription Services in Sales Orders

- From Processing to Revision (Action - Create Revision)
- from processing to Draft (2)
- Product Code for Subscription
- Subcription to Warranty / Service per week etc. - as new line
- Draft to Processing

Displaying Avl Qty on Order Lines

- Shipping Details - Estimate Order Availability
- Availability Status - On Time
- Actions - Switch to Fulfilment View
- Status - Scheduled
- Status Refresh to Reserved
- Status Refresh to Awaiting Shipping
- Check Availability button
- View Availability Options
 - alternate warehouse
- avl. with nearby supplier etc.

Editing Order Lines and pricing details

- Action - create revision - Draft (2)
- Modify existing line
- Qty. change
- Down Orange Arrow
- Edit Line
- Cancel Line
- Manage Attachments
- Edit Additonal Info
0 Modify Weight, customer type, network provider etc.
- Edit Tax Determinants
- Manage Incentives
- Edit price (icon next to it)
- Apply Discount
- Markup amount
- Price override etc.

Shipping and billing Details

- Choose Bil to Location before Bill to Contact
- Choose Bill to Contact
- Choose Bill to Method
- Editing Accounting Attributes
- Accounting Rule
- Invoicing Rule
- Receivables Transaction

Managing Payment and billing details

- Bill to Address
- Bill to Contact
- Bill to Contact Method
- Payment Terms
Net 15 to Net 45 etc.
- Payment Method
- Each line can have diff. Billing Details

Transforming Order Lines to Fulfillment Lines

- Actions - Switch to Fulfilment View
- fulfilment lines generated for the order lines
- 1 : 1 ratio., but it could vary
- some qty. from a WH and some from another WH, some from WO., POs etc... based
on Sourcing rules
- Orchestration Process # to see Orchestration Process - Tasks to be executed
and its status
- Schedule
- Reserve
- Ship
- Asset Management
- Invoice
- General info., Supply details, Shipping, Billing etc...

Source Order Transformation

- Various Source orders to Single Data Format
- Source Order --> Transformed Order --> Order Line --> Fulfillment Line -->
Orchestration Process
- Return Fulfillment Line
 - Sales Order line used to return items

Monitor Order Fulfillment Statuses

- Fulfillment Line Tab
- Orchestration Process # - click on it - Status of it is visible
- Orchestration process might not start a fulfillment task for the foll. reasons
- Planned Start Date has not occurred
- Earliest Acceptance ship date far in future
- Other Sales Orders with higher priority

- Orchestration Plan
- Tasks
- Task Statuses
- Planning Dates
- Planning Shipment

- Order Management will NOT update the Orchestration Plan in below scenarios
- Manually split a fulfillment line
- Remove an order line from a shipment set
- change the Warehouse
- Substitute an Item
- Override the scheduled ship date

- Customer asset - track an item as an asset only when you sell, lease or loan it
to your customer
- Full lifecycle
- Not tracked

Exploring Jeopardy Scores

- maps score to Jeopardy Priority
- Jeopardy priority is a fulfillment task that contains the highest jeopardy score
- Jeopardy Threshold is checked against multiple levels

Order Management Statuses

- Fulfillment Line
- Fulfillment Task
- Orchestration Process
Sales Order Status
- Draft, can be modified, yet to be submit
- Processing, cannot be modified, only revision
- Open - not completed any fulfilment lines
- Partial - completed some
- Reference - earlier version of revised order
- Closed - completed all fulfilment lines
- Cancelled - canclled all fulfilment lines
- Approval Pending - sent to approver

Order Line Status

- Open - not completed any fulfil lines
- Partial
- Closed
- Cancelled

Revising and Canceling Sales Orders

- Update Lines - update diff. attributes
- for selected lines
- Canceling - Action - Cancel Order
- Cancellation reason
 - Cancellation pending and then Canceled

Returning Sales Orders

- Customer Return for an existing Sales Order
- Return only Closed lines
- Selection closed lines together or line by line
- select Return
- Return Qty., Return Type and Reasons
- Return order with - price (negative)

SHIPPING

Executing Shipping Documents

- Types of Docs
- Advance Shipment Notice
- Packing Slip
- Bill of Lading (list all items of a shipment)
- Commercial Invoice
- Customs document (all items, ship date, invo id, ship exporter,
freight carriers etc.)

- Packing Slip Report

- tracking cheat sheet
- follows the goods during transportation
- provides detailed info. about the shipment

- Packing Slip Status

- update through ship confiming a shipment OR change ship confirm
- FINAL or DRAFT

- Print packing Slip report (scheduled process)

- Drop Ship Transactions - on a supplier or contract mftg who ships to customer

- customer places an order
- Warehouse manger or supplier creates ASN
- automatic PO creation and approval
- shipping manager generates shipping paperwork for manual delivery to
supplier
(incl.pack slip, bill of lading and commercial invoice)

Exploring Shipments
- Shipment Lines
- Ship to locations
- Ship from locations
- Ship Date
- Additional grouping criteria
- Customer
- Freight Terms
- FOB (Free on board)
- Shipping Method
- Shipment Statuses - Open, Confirmed, Closed
- Packing Shipments
- Manual Packing
- Create Packing Units
- Specify lines that are packed in each packing unit
- Packing can be executed for Item, Packing Unit
- Packing Units can be packed into other Packing Units
- Automatic
- Shipment lines are grouped by Shared attributes
 - Packing based on preferred default packing configuration
- Packing configurations must be defined

- Return Material Authroization (RMA)

- RMA against customer order
- generate and email packing slip and commercial invoice for the shipment
number to your customer
- customer sends physical goods with RMA paperwork
- create receiving advice
- inspection
- pass, send back to customer

Exploring Drop Shipments

- rely on supplier, contractors to ship directly to customers
- customer places an order
- order auto placed with supplier
- supplier ships directly to customer
- ASN - WH / Supplier - ICS / B2B - Customer
- PO Returns - return goods to receiving / supplier
- Drop Ship Returns - return goods to supplier

PICK WAVES
- is a batch of shipment lines tht are pick released together based on criteria
- why pick waves --> quality demands, common shipping criteria or fast tracking
- add pick wave to release schedule

- Release Rules
- schedule pick waves using schedule pick wave process
- specify multiple release criteria in a single step
- select processing criteria

- How Org create Pick Waves

- what item details to specify & which subinventory to use
- which SO to select
- which customer to select
- which shipment set to select
- which destination type to select
- what are specified date ranges

- Other considerations
- shipping details - fulfillment criteria and processing criteria
- Fulfilment criteria
- Processing Criteria Considerations
- what rel. seq. will to specify
- what pick slip grouping rule to specify
- what ship confirm rule to specify
- will you automatically confirm pick slips
- will you create shipments
- which shipment creation criteria to use
- will you automatically pack shipments
- will you append existing shipments

Exploring Shipping Order types

- Sales Order
- Transfer Order - internal material transfer
- Return Transfer Order - TO with return txn.
- Outside Processing order - operations of the WO are outsourced to a supplier
- Return to Supplier Order - shipping items back to a supplier from a full or
partially received PO
 - drop ship order - supplier / contractor to customer
- RMA - return material authorization - return order used by customer to return
items

RMA Return Types

- Cancel the Item
- Return for Credit
- Return for Credit & Return Item
- Return for Repair

Transfer Orders & Shipping Integration

- Pick, Pack, Ship, Generate Shipping documents

Oracle Fusion Shipping Transfer Order Processing

- Shipping can generate Shipping doc.
- Transfer Order line maps to 1 shipping line
- Ship confirm updates ship quantities
- Shipping can accept a shipment line with internal locations
- Return Transfer Orders identified as Order Type RTO
- Return Transfer Orders identified as Order Type RTO
- Transfer Orders withouth physical return are not interfaced to Shipping
- Shipping can generate transfer order shipping cost records to costing

FUSION PRICING OVERVIEW

- Pricing Profiles
- Pricing Segments
- Pricing Strategy
- Lists - Price Lists, Discount Lists, Cost Lists etc.
- Pricing Algorithm

Pricing Profiles
- Revenue Potential
- Cost to Serve
- Value
- Rating
- Size

- Pricing Administration
- Pricing Strategy
- Pricing Profiles
- Profile to tag to Pricing Segments
- Pricing Segments
- Pricing Strategies

Pricing Structures and Components

- Sales Order Received
- Pricing Algorithm
- Pricing Profile
- Pricing Segment
- Pricing Stratement Assignment
- Pricing Strategy

Pricing Segments
- segmenting customers
- optimize price
- sell same item to diff. customers
 - who and under what circumstances to vary price

- Pricing Segment Matrix

Pricing Strategies
- Segment, Transaction, Channel, Strategy

- Pricing & Shipping Rules

- Price list
- Discount list
- Cost list
- Currency list
- Shipping list

Pricing Adjustments
- Tiered Pricing
- Adjust pricing rule acc. to qty or monetary rule

- Pricing Matrix
- Adjust pricing rule acc. to value of an attribute

Modifying prices on Order Lines

- View pricing strategy and segment