Technologies

www.iwarelogic.com

Presents

A CONCISE VIEW OF ORACLE

ORDER MANAGEMENT

Webinar
Copyright 2005-2012 iWare Logic Technologies

Disclaimer
Technologies

www.iwarelogic.com

All other trademarks, service marks and logos used in this webinar are
the trademarks, service marks or logos of their respective owners.
The views expressed in this webinar are views of the speakers and do
not necessarily reflect the views of iWare Logic Pvt. Ltd

Copyright 2005-2012 iWare Logic

Agenda
Technologies

www.iwarelogic.com

Introduction
O to C life-cycle
Drop shipment and back to orders
MOAC setups
Key entities of inventory and receivables w.r.t order management (OM)
Basic setups for oracle order management (OM)
Corporate and career benefits

Copyright 2005-2012 iWare Logic

Technologies

www.iwarelogic.com

1. INTRODUCTION

Copyright 2005-2012 iWare Logic Technologies

Technologies

www.iwarelogic.com

Purpose of the Webinar

Overview
What is Order Management (OM)?
Order Management Capabilities
Integrations

Copyright 2005-2012 iWare Logic

Technologies

www.iwarelogic.com

2. O TO C LIFECYCLE

Copyright 2005-2012 iWare Logic Technologies

Technologies

www.iwarelogic.com

Order Management

Shipping Execution
Ship
Confirm
Book

Enter

Receivables

Invoice

Pick
Release
Auto-Invoice
Cash Management

Receipt

Bank
Reconciliation

Copyright 2005-2012 iWare Logic

Entering SO Header Information

Technologies

www.iwarelogic.com

Copyright 2005-2012 iWare Logic

Entering SO Line Information

Technologies

www.iwarelogic.com

Order no is
generated

Click on
button

Copyright 2005-2012 iWare Logic

Release SO
Technologies

www.iwarelogic.com

5962982

Click on
button

Check before
releasing the order
Copyright 2005-2012 iWare Logic

Released SO Concurrent Request

Technologies

www.iwarelogic.com

Request
Completed
Copyright 2005-2012 iWare Logic

Ship Confirm SO
The status will
Change to Closed

Technologies

Click on the
Button
Copyright 2005-2012 iWare Logic

www.iwarelogic.com

To find the invoice details

Technologies

www.iwarelogic.com

Invoice
Tab

Click on Actions & Select

'Additional Line
Information'
Copyright 2005-2012 iWare Logic

Click on this
Button

Auto-invoice for SO
Technologies

Order
No

Copyright 2005-2012 iWare Logic

www.iwarelogic.com

Technologies

www.iwarelogic.com

3. DROP SHIP AND BACK TO BACK

ORDER

Copyright 2005-2012 iWare Logic Technologies

Drop Shipment
Technologies

www.iwarelogic.com

Supplier

Goods ship
to

Invoice

Customer

Invoice

Purchas
e Order

Purchase
Order

Seller
Creates
Sales
Order

Copyright 2005-2012 iWare Logic

Back To Back Order

Technologies

www.iwarelogic.com

Supplier

Customer
Goods
Ship To

Goods
Ship To

Purchase
Order

Purchase
Order

Seller
Sales Order

Copyright 2005-2012 iWare Logic

Technologies

www.iwarelogic.com

4. MOAC SET-UPs

Copyright 2005-2012 iWare Logic Technologies

Technologies

www.iwarelogic.com

Multi-Org Structure
What is MOAC?
Set-ups

Copyright 2005-2012 iWare Logic

Multi-Org Structure
Technologies

www.iwarelogic.com

Business
group

LEDGER CANADA

LEDGER INDIA

Legal
Entity

Legal
Entity

Operating
unit
Inventory
organization

Operating
unit
Inventory
organization

Copyright 2005-2012 iWare Logic

Operating
unit

Inventory
organization

What Is MOAC?
Technologies

www.iwarelogic.com

Multiple Organizations in single installation

One Responsibility Accesses Multiple Operating Units
Secure Access

Copyright 2005-2012 iWare Logic

Set-ups
Technologies

www.iwarelogic.com

Define Organizations and Relationships

Defining and Assigning Responsibilities
Define Security Profile
Set the Profile Options at Responsibility Level
Set Default Operating Unit

Copyright 2005-2012 iWare Logic

Setting up Operating Unit

Technologies

www.iwarelogic.com

Set these Profile

Options
At Responsibility Level

Copyright 2005-2012 iWare Logic

Technologies

www.iwarelogic.com

5. KEY ENTITIES OF INVENTORY AND

RECEIVABLES w.r.t. OM

Copyright 2005-2012 iWare Logic Technologies

Inventory
Technologies

www.iwarelogic.com

Inventory Organization
Sub inventory
Locators
Master-Child Organization Relationship

Copyright 2005-2012 iWare Logic

Sample Inventory Organization Structure

Technologies

www.iwarelogic.com

Inventory
Organization

Subinventory1

Locator1

Subinventory2

Locator2

Locator

Copyright 2005-2012 iWare Logic

Other Inventory Setups

Technologies

www.iwarelogic.com

UOM
Item and its OM Attributes
Inter-Org Shipping Network
ATP

Copyright 2005-2012 iWare Logic

Setting up Item OM Attributes

Technologies

www.iwarelogic.com

OM Attribute
Group

Copyright 2005-2012 iWare Logic

Receivables
Technologies

www.iwarelogic.com

Trading Community Architecture (TCA)

Defining Customer Information
Set the Payment Terms
Set Invoicing And Accounting Rules

Copyright 2005-2012 iWare Logic

Defining Customer
Technologies

www.iwarelogic.com

Customer
Name

Copyright 2005-2012 iWare Logic

Customer Site Address

Technologies

www.iwarelogic.com

Copyright 2005-2012 iWare Logic

Set the Payment Terms

Technologies

www.iwarelogic.com

When you will click

on
Discounts Button you
Can set the discounts
Here only

Copyright 2005-2012 iWare Logic

Other Receivable Set-Ups

Technologies

www.iwarelogic.com

Auto-Accounting Parameters
Batch Source
Salesperson
Credit Check and Holds

Copyright 2005-2012 iWare Logic

Technologies

www.iwarelogic.com

6. BASIC SET-UPs FOR ORACLE

ORDER MANAGEMENT (OM)

Copyright 2005-2012 iWare Logic Technologies

Technologies

www.iwarelogic.com

Define Profile Options and System Parameters

Set the Quick-Codes
Defining Transaction Types
Line Transaction Type
Order Transaction Type
Document Sequence
Work-flows

Copyright 2005-2012 iWare Logic

Transaction Line Type

Technologies

www.iwarelogic.com

Select the
Type as
'LINE'

Copyright 2005-2012 iWare Logic

Transaction Order Type

Technologies

Select the
Type as
'ORDER'

When you will click

On approval button
This window will open

Assign the Line Type

To Order Type
Copyright 2005-2012 iWare Logic

www.iwarelogic.com

Other Important Set ups

Technologies

www.iwarelogic.com

Booking The Sales Order

Document Sequence for Order Numbering
Order Import Source
Setting up Processing Constraints

Copyright 2005-2012 iWare Logic

Other Important Set ups

Technologies

www.iwarelogic.com

Defining Validation Templates

Defaulting Rules
Scheduling Levels
Manual Scheduling
Auto Scheduling
Set the Credit Check Rule

Copyright 2005-2012 iWare Logic

Technologies

www.iwarelogic.com

7. CORPORATE AND CAREER

BENEFITS

Copyright 2005-2012 iWare Logic Technologies

Technologies

www.iwarelogic.com

Corporate benefits:
Mapping of Oracle Order Management with other Oracle Applications
Can be integrated with legacy systems
Helps to reduce paper work
Enhancement in features
Supports complex organization structure
Career benefits:
Different certification trainings are available
Gives the Functional exposure of O to C in industry

Copyright 2005-2012 iWare Logic

Questions and Answers

Technologies

www.iwarelogic.com

Qu
es
An
ti o
sw
ns

er
s

Copyright 2005-2012 iWare Logic

About iWare Logic

Technologies

www.iwarelogic.com

iWare Logic is an Enterprise Business Applications Consulting company,

specializing in Oracle Applications and Technologies.
iWare Logic is an Oracle Gold Partner providing IT Services in areas like
Oracle E-Business Suite, OAF, ADF, BI DW and DBA.
iWare Logic offers Application Development delivery with focus on
application customizations, workflows, integrations, and data
conversions. We also provide skilled resources for on-site/off-shore
projects for Oracle Enterprise Applications' Implementations and
Support.
For any queries, feel free to drop a mail to info@iwarelogic.com

Copyright 2005-2012 iWare Logic

Thank You
Technologies

www.iwarelogic.com

iWare Logic Technologies Pvt. Ltd.

Aditi Samruddhi, Baner, Pune,
India - 411045

Email:
info@iwarelogic.com
Website: www.iwarelogic.com

Copyright 2005-2012 iWare Logic