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oracle ebs r12 order managementcreated on 星期六, 六月 28, 2008copyright & trademarkscopyright 2003, 2007, oracle. all rights reserved. powered by ondemand software. distributed by oracle under license from global knowledge software llc. 1998-2007. all rights reserved.the information contained in this document is subject to change without notice. if you find any problems in the documentation, please report them to us in writing. this document is not warranted to be error-free. except as may be expressly permitted in your license agreement for these programs, no part of these programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose.if this documentation is delivered to the united states government or anyone using the documentation on behalf of the united states government, the following notice is applicable: u.s. government rightsthe u.s. governments rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable oracle license agreement and/or the applicable u.s. government contract.oracle, jd edwards, peoplesoft, and siebel are registered trademarks of oracle corporation and/or its affiliates. other names may be trademarks of their respective owners.training guideoracle ebs r12 order managementtable of contentsintroductionvorder to cash lifecycle1entering a sales order with standard items1entering a sales order with ato item5entering a sales order with pto kit22entering a sales order with service items27picking and ship confirming a sales order with standard items30picking and ship confirming a sales order with pto kit39picking and ship confirming a sales order with ato item54invoicing a sales order with standard items62invoicing a sales order with pto kit74invoicing a sales order with ato item85using folder functionality in quick sales orders98order inquiry109using order organizer109using pricing and availability111return material authorization types117creating returns with credit only117creating returns with receipt and no credit127creating returns with receipt of goods135sales agreement145creating a sales agreement145creating a release against a sales agreement148dropping shipments159creating a drop ship order159back to back orders185creating back to back orders185internal orders211creating an internal sales order211actions223entering and applying sales credits223using mass change227copying orders232creating, applying, and releasing holds239adding and finding customers249tracking changes257using versioning257atp, reservations and scheduling267checking and overriding atp267scheduling and reserving a sales order272scheduling across orders278basic pricing281creating a price list281creating a pricing formula285creating a line level modifier287creating a list level modifier290creating a list level qualifier293creating a line level qualifier295creating a freight and special charges modifier298attach pricing attributes to items301order management processes305creating sets305purging orders314splitting order lines318invoicing and payments325order to cash lifecycle with customer acceptance325using retroactive billing349sales contracts375authoring, negotiating, and managing contracts375order information portal385using order information portal385page 391introductionoracle order management is the central product used to capture and fulfill different types orders and returns from different sources. some of the order types that are supported by oracle order management are: orders with standard items, orders with service items (warranties), orders with pto models and pto kits, orders with ato models and kits, orders with cto items, returns, drop shipments, sales agreements with releases, back to back and internal orders. you can get orders from various sources: import, edi/xml, crm, entry, etc. the sales orders and quick sales orders window enable you to enter, view and search for orders and returns. the order organizer window enables you to search for orders based on multiple criteria, perform mass updates and scheduling operations on many orders and lines at a time. using the e-commerce (edi) gateway and the xml gateway you can bring in orders from other legacy systems and with the help of order import (order import api which in turn calls process order api) you can convert them into the format that oracle order management accepts. within e-business suite, you can obtain orders from the online store (istore of crm) or quoting and use them in oracle order management.oracle order management is closely integrated with the advanced pricing, shipping execution, configurator and release management products that are part of the order management suite. upon completion of this module, you will be able to: enter sales orders of various types. fulfill sales orders of various types. reserve and schedule orders. perform actions on orders. use order management processes. use order information portal. perform invoicing and payments related activities. track changes in an order. integrate with sales contracts. use basic pricing to price orders. query orders and related order information. create returns. create back to back orders. create internal orders. create drop ship orders.order to cash lifecyclethe ordering process leads to the shipping of goods which continues with invoicing the customer and concludes with the receipt of cash and reconciling of the bank statement. in order management the order is entered with information including: customer, ship-to, bill-to, payment terms, order type, price list, unit price, and warehouse. then the order is booked and it goes through the workflow process. credit checking is also done. if it is a shipping item and the quantities are available, it goes through shipping execution.in shipping execution the order is pick released which generates the move order. once the item is brought from the sub-inventory into the staging area it is ready to be placed on a shipping vehicle. now you can run the ship confirm process.autoinvoice is a concurrent program that imports invoices, credit memos, and onaccount credits from other systems to oracle receivables. in receivables you can print the invoice and send it to the customer. you can proceed with collection efforts until you receive payment and post your receipt.in cash management the system pulls information from posted receipts and matches them to the bank statement for reconciliation.upon completion of this lesson, you will be able to: enter a sales order with standard items. enter a sales order with pto kit. enter a sales order with ato items. pick release and ship confirm a sales order with standard items. pick release and ship confirm a sales order with pto kit. pick release and ship confirm a sales order with ato items. invoice a sales order with standard items. invoice a sales order with pto kit. invoice a sales order with ato items. enter a sales order with service items. use the folder functionality in quick sales orders.entering a sales order with standard itemsa typical sales order consists of the order header and order line regions. if you have set up defaulting rules, then header information for a customer can be defaulted in the order header. you may enter data in any sequence in the order header, however two fields are mandatory: order type and currency. the sales orders page enables you to enter the header information first, and then tab to the line details.in this topic, you will enter and book a sales order for a standard item. procedurestepaction1. begin by navigating to the sales orders page.click the vertical scrollbar.stepaction2. click the order management super user, vision operations (usa) responsibility link. 3. click the sales orders link.4. the sales orders page consists of the header (order information) and lines (line items) regions. you can enter the header details in the main or others tabs. for example, if you enter the customer number in the main tab, most of the information will default in the header region based on the current defaulting rules.stepaction5. enter the desired information into the customer number field. enter 1005.6. click the others tab.7. enter the desired information into the warehouse field. enter v1.8. click the line items tab.9. the line items page consists of several tabs where line information is entered and displayed. enter the item number and quantity in the main tab and most of the other information defaults based on the current defaulting rules.10. enter the desired information into the ordered item field. enter as54999.11. enter the desired information into the qty field. enter 5.12. when you tab out of the qty field, the pricing engine calculates the price of the item and displays it in the unit price field. this includes any modifiers and qualifiers that have been attached to this price list. 13. click the book order button.orpress alt+b.14. click the ok button.orpress alt+o.15. click the close button.16. you have completed the entering a sales order with standard items procedure.end of procedure.entering a sales order with ato iteman ato item (model) is an item that for which you open a final assembly order to assemble items in response to customers orders. assemble to order (ato) is also an item attribute that you can apply to standard, model, and option class items. in this topic, you will create a sales order with an ato (assemble to order) item. procedurestepaction1. begin by navigating to the salesorders page. click the vertical scrollbar.2. click the order management super user, vision operations (usa) link.3. click the sales orders link.4. enter a customer number and ensure that the warehouse field has a value of m1 (seattle manufacturing). stepaction5. click the line items tab.6. enter an ato (assemble to order) model in the ordered item field. you will need to select the option items and included items using the configurator window. 7. click the configurator button.orpress alt+n.stepaction8. click the configurator scrollbar.9. click the finish button.stepaction10. click the book order button.stepaction11. click the progress order menu.stepaction12. click the create configuration - eligible list item.13. right-click in the ordered item field.stepaction14. double-click the progress order object.stepaction15. double-click the desired entry in the list.16. click the ok button.17. click the requests menu.orpress r.stepaction18. click the find button.orpress alt+i.stepaction19. click the view output button.orpress alt+p.20. the autocreate finalassemblyorders concurrent program has created a wip job against the sales order. you can use the wip job number to release the job and complete wip related transactions. stepaction21. click the close button.stepaction22. click the window menu.orpress alt+w.stepaction23. click the navigator scrollbar.24. click an entry in the list.25. please ensure that you select the inventory organization that you entered the order with. in this case it should be m1 (seattle manufacturing).26. click the ok button.orpress alt+o.stepaction27. click the find button.orpress alt+i.stepaction28. click the routing tab.29. click the operations button.orpress alt+p.30. change the status of the job to released. 31. click the save button.stepaction32. click the operations: from seq button.33. double-click the seq=10 list item.34. enter the desired information into the transaction: quantity field. enter 1.35. click the save button.orpress alt+s.36. click the close button.stepaction37. click the completion transactions list item.stepaction38. click the continue button.39. click the done button.orpress alt+d.40. you have completed the enteringasalesorderwithatoitem procedure. end of procedure.entering a sales order with pto kita pto (pick to order) kit enables you to use a pre-assembled set of items (option items and included items) for the configuration. in this topic, you will enter and book a sales order using a pto kit.procedurestepaction1. begin by navigating to the sales orders page.click the vertical scrollbar.stepaction2. click the order management super user, vision operations (usa) link.3. click the sales orders link.4. the sales orders page consists of the header and lines region. most of the fields in the header default based on initial values such as customer name, or order type. stepaction5. click in the customer number field.6. enter the desired information into the customer number field. enter 1005.7. click the others tab.8. enter the desired information into the warehouse field. enter v1.9. click the line items tab.10. double-click to select xx-pto-model from the list of values. 11. enter the desired information into the qty field. enter 2.12. click the configurator button.13. the configurator window displays the bill of material for the configured pto (pick to order) kit that you selected in the item field of the sales order line. you can preview the configuration or click finish to accept the configuration details and incorporate the configured items in your sales order. stepaction14. click the finish button.stepaction15. click the book order button.orpress alt+b.16. click the ok button.orpress alt+o.17. click the line items tab.18. click the close button.19. you have completed the entering a sales order with pto kit procedure. end of procedure.entering a sales order with service itemsthe sales orders page enables you to enter orders for standard items, configured items, service items and returns. in this topic, you will enter a standard item and its service (warranty) in the same order. procedurestepaction1. begin by navigating to the sales orders page. click the vertical scrollbar.2. click the order management super user, vision operations (usa) link.3. click the sales orders link.4. the salesorders page enables you to enter orders for standard items along with service items in the same order. stepaction5. click in the customer number field.6. enter the desired information into the customer number field. enter 1608.7. click the line items tab.8. enter the desired information into the ordered item field. enter as54888.9. enter the service item details in the second line. 10. click the services tab.11. enter the desired information into the service reference type field. enter order.12. enter the desired information into the service order type field. enter mixed.13. enter the desired information into the service ref order number field. enter 64540.14. enter the desired information into the service ref line number field. enter 1.15. click the book order button.orpress alt+b.16. click the ok button.orpress alt+o.17. click the close button.18. you have completed the entering a sales order with service items procedure.end of procedure.picking and ship confirming a sales order with standard itemsyou run pick release for orders booked from oracle order management. after the pick release process is executed, the orders are moved from inventory and dropped in the staging area before being shipped. when the orders are ship confirmed, oracle shipping execution decrements oracle inventory and updates the sales order line. after the sales order line is updated, the lines proceed through auto invoice to oracle accounts receivable.in this topic, you will pick release and ship confirm a sales order with standard items.procedurestepaction1. begin by navigating to the release sales orders page.click the vertical scrollbar.stepaction2. click the order management super user, vision operations (usa) link.3. click the release sales orders link.4. the releasesalesordersforpicking page enables you to release an order for picking (moving to a staging area). you can specify different release criteria, for example, items belonging to the same warehouse or orders with the same order type can be pick released with a single pick release concurrent request.stepaction5. enter the desired information into the order number field. enter 64510.6. click the execute now button.orpress alt+o.7. click the ok button.orpress alt+o.8. click the close button.stepaction9. double-click the shipping transactions form object.10. the query manager of the shippingtransac

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