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1、Overview to Oracle Order Management Suite of Products,Oracle Order Management Release 11i,2,Objectives,After completing this course, you should be able to do the following: Identify the main benefits, features, and functions of the Oracle Order Management (OM) suite of products Define the Release. 1

2、1i.1 architecture Describe the user interface (UI) style Define the business benefits of using this suite of products,3,Agenda,What is the Oracle Order Management suite of Products? Architecture and user interface Features: Order Management Basic Pricing and Advanced Pricing Shipping Execution Confi

3、gurator Release Management Customer Relationship Management (CRM) Summary,4,What Is Oracle Order Management?,Part of an integrated suite of e-business applications for the enterprise Well-organized, extremely comprehensive product Multifaceted solution Highly extensible and customizable to meet your

4、 business requirements Well-designed architecture Easy user interface,Order Management,Use Order Management for Processing and Shipping Orders,Shipping,SalesDepartment,Inventory,Order,Invoice,Order,6,Oracle Order Management Suite,Oracle Order Management (including basic pricing) Oracle Shipping Exec

5、ution Other applications that support the Order Management Suite: Oracle Configurator Oracle Advanced Pricing Oracle Release Management e-Commerce Gateway Customer Relationship Management Suite Customer, Carrier, Shipper, and Order Management Portals,Other Applications That Support Oracle Order Mana

6、gement,Other applications that support the Order Management Suite: Oracle Inventory Oracle Bills of Material Oracle Receivables Oracle Master Scheduling Oracle Work in Process Oracle Purchasing Oracle Service Oracle Human Resources External Systems,8,Oracle Order Management Features,Offers comprehen

7、sive processing of: Orders Returns Mixed orders and returns Drop shipments Quotes Performs order capture from any source using Oracle e-Commerce Gateway Has order pricing, change, copy, cancel, and monitoring capabilities,9,Oracle Order Management Features,Enables management of customer and customer

8、 relationship information including defining ship, arrival, and fulfillment sets Automatically checks credit during order entry With iPayment integration, offers seamless credit card verification Uses Workflow for required approvals and managing order changes Uses Processing Constraints set by respo

9、nsibility to control changes to orders Permits holds now to be defined using two entities,10,Oracle Order Management Features,Defines items using the Oracle Inventory scope of functions and defines bills of material using the Oracle Bills of Material functions Offers item cross-referencing usage as

10、an entry option Allows decimal quantity handling Enables available-to-promise (ATP) viewing and reserving across the supply chain Communicates demand to manufacturing,11,Oracle Order Management Features,Supplies product configuration capabilities for: Assemble-to-order (ATO) Pick-to-order (PTO),12,O

11、racle Order Management Features,Provides support for Tax Triangulation: For all transactions including European Union Triangulation for International Drop Shipments Sends comprehensive, detailed information to Receivables for processing through AutoInvoice Furnishes standard reports to assist busine

12、ss processing and analysis,Using Oracle Order Management you can: A.Enter and import orders B.Control who can make changes to orders C.Do available-to-promise checks and reserve products D.Manage customer information E.Do credit checks during order entry F. All of the above,Review Question,Using Ora

13、cle Order Management you can: A.Enter and import orders B.Control who can make changes to orders C.Do available-to-promise checks and reserve products D.Manage customer information E.Do credit checks during order entry F. All of the above,Review Question,15,Order Management Portal (Part of OM),With

14、the Order Management Portal, you can view orders, returns, and Accounts Receivables information using a standard Web browser.,16,Basic Pricing (Part of OM),Basic pricing included in Order Management enables you to: Set up price lists and secondary lists Create static formulas Discount by percentage

15、or amount Apply freight charges and surcharges Set up customer pricing agreements,17,Oracle Advanced Pricing,Pricing now uses a powerful pricing engine to perform simple and complex pricing calculations. Using Oracle Advanced Pricing, you can do basic pricing and: Set qualifier groups Do attribute m

16、apping Price by item category Set price breaks Create dynamic formulas Have promotion and deal capability, including using coupons and pricing discounts,18,Oracle Shipping Execution(Packaged with OM),Offers flexible, extensive shipment planning capabilities Over and undershipments Provides for captu

17、ring freight and special charges Permits Oracle Shipping integration to UPS Online Systems,19,Oracle Configurator,Provides the ability to: Create configuration rules to control user selection of product options Guide the user through these product selections to choose an accurate configuration Give

18、prices for models, option classes, and options Conduct ATP checks on product availability Validate user choices to ensure accuracy of configured product,20,Oracle Release Management (RLM),Automates the management and reconciliation of: Customer planning, shipping, and production sequence schedules G

19、enerating updates to sales orders and forecasts,What applications must be purchased separately from Oracle Order Management? A.Oracle Shipping Execution and Oracle Advanced Pricing B. Oracle Advanced Pricing and Oracle Configurator C. Oracle Configurator and Oracle Basic Pricing D. None of the above

20、 E. All of the above,Review Question,What applications must be purchased separately from Oracle Order Management? A.Oracle Shipping Execution and Oracle Advanced Pricing B. Oracle Advanced Pricing and Oracle Configurator C. Oracle Configurator and Oracle Basic Pricing D. None of the above E. All of

21、the above,Review Question,23,Agenda,What is the Oracle Order Management suite of products? Architecture and user interface Features: Order Management Basic Pricing and Advanced Pricing Shipping Execution Configurator Release Management Customer Relationship Management Summary,24,Architecture: APIs a

22、nd Interfaces,Between Order Management and other applications, there are interfaces and application program interfaces (APIs). Interfaces use a concurrent program and use an intermediate table where data is stored. Application program interfaces enable you to write directly to a products tables (rea

23、l time). Order Management has: 6 interfaces 8 process order APIs 20 other APIs,25,Meeting Your Business Needs,Use the APIs to modularize the applications, mixing and matching the components to fit your changing business environment. Oracle Order Management has other ways to tailor business rules: Pr

24、ocessing Constraints to limit authority for specific types of processing Defaulting Rules to automatically fill in data you set up to speed and control order entry Workflow offers flexibility in defining business processes,26,Order Management Interfaces,Order Import e-Commerce Gateway Purchase Relea

25、se Invoice Interface Inventory Interface Shipping Interface,27,Order Management Key APIs,Eight key APIs between OM and: Shipping Execution (SE) Configurator (CZ) Customer Relationship Management (CRM) Pricing (QP) Release Management (RLM) Configure to Order (CTO, formerly ATO) e-Commerce Gateway Pro

26、cess Order (for data manipulation to the Sales Order business object within Order Management),28,Other APIs Interface with These Products,Purchasing (PO) Advanced Planning and Scheduling (APS) Accounts Receivable (AR) Inventory Management (IM) Shipping Execution (SE) Configurator (CZ) Customer Relat

27、ionship Management (CRM) Pricing (QP) Release Management (RLM) Configure to Order (CTO),Order Management APIs and Interfaces,OM,EDI,Legacy, EDI, Internal Orders,UPS,EDI,ShippingInterface,KEY API,INTERFACE,OTHER API,EDI,Some Interfaces and APIs Used in the R11i Business Flow,Customer,Enter order,Inve

28、ntory,Pick/Ship,Schedule,Booksales order,Standardorder process,Closeorder,OracleReceivables,Invoice,GL,OracleInventory,GL,Order Import, Process Orders API,Scheduling/ Sourcing API,Move Orders, Pick Release, Pick Confirm APIs,Invoice Interface,Process Orders API,Inventory Interface,Oracle Order Manag

29、ement APIs: A.Allow you to mix and match components B. Can be used to modularize the application C.Are application program interfaces D.Are features that allow communication between applications to be easily put in place E. None of the above F. All of the above,Review Question,Oracle Order Managemen

30、t APIs A.Allow you to mix and match components B. Can be used to modularize the application C.Are application program interfaces D.Are features that allow communication between applications to be easily put in place E. None of the above F. All of the above,Review Question,33,Order Management Engine

31、andOutside Access,Internet, Workflow, Objects,Self-ServiceTracking,Warehouse,High VolumeEDI/XML,Carriers,CreditAgencies,View/Receive,Engine,Firewall,34,OM Architecture: Schema,New simple schema Streamlined for superior performance Easier to extend,DEMAND,HEADERS,LINES,RESERVATIONS,R11,R11i,PICKING L

32、INES,HEADERS,LINES,LINE DETAILS,PICKING LINE DETAILS,35,OM Architecture,Open APIs All PL/SQL (no more C code) Greater extensibility,Order Data,Header Lines Sales Credits Freight & Special Charges Serial & Lot No. for Returns,Functions,Create, Update, Delete Order Data Book Orders Price Orders Invoic

33、e Orders Schedule Orders Apply and Release Holds Credit Check Set Manipulation,Order Processing APIs,36,OM Architecture,Workflow Separate flows for headers and lines New frameworks for what were: Security Rules Standard Value Rule Sets Line-level independence,WORKFLOW,PROCESSING CONSTRAINTS,R11i,DEF

34、AULTING RULES,37,Workflow,Replaces Order Cycles Replaces Approvals Provides Notification to outside resources and internal resources View status usinggraphical WorkflowMonitor Workflows are seeded and can also be customized,Build,Drop Ship,Nonshippable,Stock,Branch onSource Type,Create Config Item P

35、rocess,End (Shippable),End(Nonshippable),End(Nonshippable),Purchase Release,Start,Sample Possible Workflow,38,Defaulting Rules,Replace Standard Value Rule Sets Default Order Type Defaulting for returns Defaulting from Descriptive Flexfields Can use a formula (today + 7) PL/SQL API for more complex c

36、ase needs,Order header,Order lines,Customersite,Item data,Customerprofile,39,Oracle Order Management User Interface,Trees Saved queries Order Organizer Sales Order form Shipping Transaction form Tabs Folders Right mouse functions,25941 Business World - 1 Comp,Order Organizer,25940Computer Service an

37、d RComp,25939Business World - 1Comp,25938 Business World - 1 Comp,25937 Business World - 1 Comp,25941 Business World - 1 Comp,25941 Business World - 1 Comp,25941 Business World - 1 Comp,25941Computer Service and RComp,25941Computer Service and RComp,Actions,New Order,Open Order,Order Number,Customer

38、 Name,Status,Order,Lines,Summary,New Orders,Search Results,My Folders,+,+,+,Orders,41,OM User Interface,Order Header is a folder Addresses are visible Secondary windows dont hide primary windows Graphical presentations Required fields highlighted in yellow,Workflow: A.Removes control on processes B.

39、Gives graphical views of order status C.Provides notification D. A and B E. B and C,Review Question,Workflow: A.Removes control on processes B.Gives graphical views of order status C.Provides notification D. A and B E. B and C,Review Question,44,Agenda,What is the Oracle Order Management suite of pr

40、oducts? Architecture and user interface Features: Order Management Basic Pricing and Advanced Pricing Shipping Execution Configurator Release Management Customer Relationship Management Summary,Managing Customers,Assign customers to profile classes,Review customer information,Create customer profile

41、 classes,Create customer relationships,Eliminate duplicate information,Enter customer information,Manage Quotes,You can create quotes in Oracle Order Capture. The pricing and discount data used for quoting are defined in Oracle Advanced Pricing. Quotes created in Oracle Order Capture can be converte

42、d to orders and passed to Oracle Order Management into the Sales Orders form.,47,Item Cross-Reference,Set up using Project Definition Management (PDM) forms Customer item numbers UPC codes EAN numbers Any generic item identifiers Enter on orders manually or through Order Import Print on documents an

43、d reports,48,Decimal Quantities,For all quantities Standard items only Use of decimals controlled at item setup,49,Attachments,Profile option to automatically apply Rule based criteria Manually create onetime attachments Attachments of all data types, including graphics, Web pages, and so on, can be

44、 attached Will be available for print on customized invoices,50,Enhanced Scheduling and Reservations,Sourcing Requested ship or arrival dates Autoscheduling Automatic availability display Global ATP* Automatic reservations * With APS,Stock Inventory - alternatelocations Intransit Future manufacturin

45、g capacity Purchase orders WIP Raw materials Vendor inventory,Grade/quality levels for OPM Inventory levels Shipping costs Promotional item codes Delivery date (ATP) Shipping preferences Generic items (UPC, EAN) Customer item codes,Qualifiers,Availability,Sources,Sources,Qualifiers,51,Order Changes/

46、Cancellation,Processing Constraints by responsibility Mass change of orders/lines History of quantity reductions Change/cancel after Pick Release Cancel all remaining lines on an order,Order Management,52,Order Copy,Copy directly from Sales Order form No more separate Copy Order form Copy selected l

47、ines only or copy multiple orders Append lines to existing order,53,Holds and Releases,Apply/Release from Sales Order form Combination holds (two entities) Customer - Item Item - Warehouse Customer Site - Warehouse View hold history,54,Internal Orders,Changes allowed are: Carrier and Shipment Method

48、 Scheduled Ship Date Scheduled Arrival Date Line Splitting Cancellation,55,Returns,Order and return lines on same order Common Receiving forms Record expected Serial/Lot numbers for informational purposes Acknowledgments print for returns,56,Vendor Drop Shipments,Single point of maintenance for cust

49、omer addresses and locations Workflow replacesPurchase Releaseconcurrent program,Yourcompany,Invoice,Supplier,Customer,ASN,Purchase order,Invoice,Purchaseorder,57,Tax Triangulation,Calculate tax amounts for cross-border international shipments Tax can be based on Ship-to Ship-from FOB Point of order

50、origin Point of orderacceptance,Orderingcompany,Supplier,Customer,58,Intrastat and Extrastat,With Oracle Purchasing and Inventory, supports the automatic creation of: Intrastat movement statistics Extrastat movement statistics,Oracle e-Commerce Gateway,Oracle e-Commerce Gateway supports all forms of

51、 application integration, including traditional Electronic Data Interchange (EDI) transactions.,General Transaction Flow,Oracle Applications,Inbound flow,Outbound flow,Oraclee-Commerce Gateway,Open interface tables (inbound),Interface file,EDI standard or ASCII file,Translator,EDIFACT ORDERS* ORDRSP

52、* ORDCHG* ORDRSP*,Transactions:Oracle Order Management,X12 850* 855* 860* 865*,Transaction Name Direction Purchase Orders inbound Purchase Order Acknowledgments outbound Purchase Order Changes inbound Purchase Order Change Acknowledgments outbound,EDIFACT DESADV*,Transactions:Oracle Shipping Executi

53、on,X12 856*,Transaction Name Direction Ship Notice/Manifest outbound,63,E-Commerce Capabilities,Order import enhancements Error correction forms Import of returns Price and payment terms validation New Electronic Data Interchange (EDI) transactions Inbound order changes (860/ORDCHG) Outbound order a

54、cknowledgments (855/865/ORDRSP),64,Line Sets,You can: Have three types of line groupings Ship sets Arrival sets Fulfillment sets Automatically put lines into sets Change set attributes in Sales Order form Shipping can break sets,65,Credit Card Processing,Integrates with iPayment Obtains authorizatio

55、n Masks sensitive credit card data through a Profile Option Payment capture occurs in AR,66,Invoicing,Option to print details of discounts Pass individual freight and other charges to AR Ordered item description Workflow replaces Receivables Interface concurrent program,Reports,There are many standa

56、rd reports available in Oracle Order Management. You can use these reports to help you manage your business requirements and analyze your effectivity.,Implementation,Before you use Oracle Order Management, you must define business policies and various control features. Some of the setup you can do i

57、nvolves defining: Defaulting Rules Profile Options Processing Constraints Order Types and Workflows Items,69,Order Management Portal,Access the portal to: View existing sales ordersand returns View shipping information View availability View Accounts Receivables (AR) information,Orders Returns Ship

58、Info Availability AR,The following processes have been simplified in Release. 11i: A.Returns B. Drop Shipments C. Internal Orders D. Order Copy and Order Change E. All of the above,Review Question,The following processes have been simplified in Release. 11i: A.Returns B. Drop Shipments C. Internal O

59、rders D. Order Copy and Order Change E. All of the above,Review Question,You have more options in Release. 11i when you: A.Ship lines and import orders B.Pass information to Receivables for invoicing C.Calculate tax and set holds D.Schedule orders and enter quantities E.All of the above,Review Question,You have more options in Release. 11i when you: A.Ship lines and import orders B.Pass information to Receivables for i