Presentation is loading. Please wait.

Presentation is loading. Please wait.

How to be a “HERO” with Order Management Earl Eldridge, Senior Director Product Management Subhra Datta, Director Product Development September 30, 2014.

Similar presentations


Presentation on theme: "How to be a “HERO” with Order Management Earl Eldridge, Senior Director Product Management Subhra Datta, Director Product Development September 30, 2014."— Presentation transcript:

1

2 How to be a “HERO” with Order Management Earl Eldridge, Senior Director Product Management Subhra Datta, Director Product Development September 30, 2014 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

3 Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. 3

4 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Wondering how to get the best out of Oracle’s Order Management? Pondering how to resolve those nagging issues? We have the answers. 4

5 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Agenda Order Entry / Validations Credit and Tax Management Scheduling Approvals and Workflow Internal Sales Orders 1 2 3 4 5 5 Selling Services Returns User Interface Performance Improvement 6 7 8 9

6 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Agenda 1 2 3 4 5 6 Order Entry / Validations Credit and Tax Management Scheduling Approvals and Workflow Internal Sales Orders Selling Services Returns User Interface Performance Improvement 7 8 9 6

7 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | User Defined Attributes - UDA  Have used up all the available attributes of DFF, but still need more.  Need to capture multiple Contexts and related attribute values for the same Order / Line. 7 “User Defined Attributes (UDA)”  Allows capturing additional information for the Order Header and/or Lines.  Allows defining unlimited number of attributes, attribute groups and pages.  Co-exists with the current DFF framework  Can be imported using Order Import.

8 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Item Orderability  Need to be able to order correct product for the customer.  We need to import set of Item Orderability rules from an external application to EBS. 8 “Item Orderability Rules”  Set up rules for an Item or Item Category.  “Inclusion” and “Exclusion” rules.  Public API to bulk import Item Orderability Rules.

9 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Agenda 1 2 3 4 5 9 Order Entry / Validations Credit and Tax Management Scheduling Approvals and Workflow Internal Sales Orders Selling Services Returns User Interface Performance Improvement 7 8 9 6

10 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Credit Checking – Using Tolerance  Orders repeatedly go on Credit Check Failure Hold for minor changes in Order Amount, including back orders.  We use Customer Level Limits but still Orders go on Credit Check Failure Hold if Bill To Site is changed within the same Customer. 10 “Tolerance” in Credit Check Rule Order Amount change within Tolerance will not trigger Credit Checking.  Tolerance is not applicable for Currency Code, Payment Type, Bill To Customer, Commitment ID change.  No limit at old or new Bill to Site level will avoid triggering Credit Check for Bill to Site change.

11 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Credit Hold and Credit Checking  “Credit Hold” and “Credit Checking Hold” ? How are these relevant for my business? 11  “ Credit Hold” puts credit check failure hold on all orders of a customer.  “Credit Check” does credit worthiness and credit exposure check of the customer.  “Credit Hold” gets higher precedence.  “Credit Hold” is equivalent to creating a Hold Source for this Customer / Site.

12 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |  My orders go unexpectedly on hold.  Credit exposure picture is not real time.  Current Order amount is not included in Exposure.  Need to run Initialize Credit Summaries program too often. Online Line Level Credit Checking solves these problems. 12 Line Level Credit Checking

13 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Credit Card – Reversal and Re-Authorization  Customer cancelled the Order but the Amount on customer’s Credit Card is still blocked.  Initial Order amount changed as customer modified the order. How do we do authorization for the new / balance amount?  Wrong Credit Card on the Order got authorized. Order is updated with new Credit Card information. System does not reverse the earlier Authorization and initiate a new. 13  Automatic Reversal and Re-Authorization of new Amounts  Reverse the Authorization on old Credit Card, and trigger Authorization on the New Card  Reversal of Authorization on Cancellation of Order.  Reversal and Re-Authorization can be deferred to specific events.  Order can be put on Hold, until Reversal and Re- Authorization is triggered.  You can also Import External/3 rd Party system Authorization to OM.

14 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Tax Calculation for Freight Charges 14  I need Tax on Freight also to be part of OM Tax Estimates but I need it to be accurate and in sync with AR. Set “Invoice Freight as Revenue” = Yes to have Tax on freight calculated and displayed in OM.

15 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Agenda 3 2 1 4 5 15 Order Entry / Validations Credit and Tax Management Scheduling Approvals and Workflow Internal Sales Orders Selling Services Returns User Interface Performance Improvement 7 8 9 6

16 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Scheduling Issues 16 We need to fulfill our orders with whatever quantity is available at requested date and ship the balance once available automatically. We have an older product available and want to use that up while systematically splitting the line to fulfill the remainder with a substitute. In the reverse situation we need to automatically substitute an item if the full amount is not available to be shipped as my customer will not take split lines.

17 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Auto Split Order Line During Scheduling 17  Need to be able to schedule partial quantity if complete quantity is not available.  Enable “Scheduling Auto Split”. The order line will split to use up the current available quantity  Supports “Item Substitution” for remaining unavailable quantity.

18 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | “Override ATP” via Mass Change 18  Need to schedule multiple lines in “Override ATP” mode. Current manual process is slow and error prone. Select “Override ATP” checkbox in Mass Change form to schedule multiple lines in one go.

19 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Prevent Auto Scheduling for ship/arrival sets  Line gets scheduled upon saving if it is part of ship/arrival set causing performance issue, pre-mature visibility to production, unnecessary consumption of available qty to be reserved.  Need to remove from set to prevent scheduling.  Set the new system parameter “OM : Auto Schedule Sets” to No.  Make sure the profile OM:AutoSchedule is set to No. 19

20 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Agenda 4 2 3 1 5 20 Order Entry / Validations Credit and Tax Management Scheduling Approvals and Workflow Internal Sales Orders Selling Services Returns User Interface Performance Improvement 7 8 9 6

21 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Integration with Oracle Approvals Management 21  My No Charge orders need authorization approvals!  Need to send a document for approval to dynamic list of approvers based on user defined criteria.  Need to send a document to multiple approvers at one go. OM – Oracle Approvals Management integration  Define appropriate business rules and conditions in AME.  Assign appropriate workflow process.

22 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Agenda 6 2 3 4 5 22 Order Entry / Validations Credit and Tax Management Scheduling Approvals and Workflow Internal Sales Orders Selling Services Returns User Interface Performance Improvement 7 8 9 1

23 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Item Substitution on Internal Sales Order Lines 23  How can we substitute an item for Internal Sales Orders.  We cannot wait for the original item to be available or cancel the ISO and create new IR for the substitute item.  Set system parameter “Item Substitution for Internal Order”  Automatic substitution via Scheduling is also supported

24 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 6 Agenda 72 3 4 5 24 Order Entry / Validations Credit and Tax Management Scheduling Approvals and Workflow Internal Sales Orders Selling Services Returns User Interface Performance Improvement 1 8 9

25 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |  Need to sell both Products and Subscriptions.  Need common Invoice for Products and Subscriptions.  Subscriptions as a Bundle/Configuration.  Extended warranties for Subscription. Ordering Subscription Services from OM  Tangible and Intangible Subscriptions.  Include Subscriptions in model/kit like Cloud Subscription with Apps, Java.  Extended warranties for Subscriptions.  Extended Warranty as Promotion. 25 Subscription Services Subscription attributes in OM

26 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Subscription Ordering Single UI for users to enter Orders for both Products and Subscriptions – A single UI in OM, provides ability to create Orders for both Products and Subscription Services. – Once Sales Order is confirmed Service Contract is automatically created. – Benefits of all the OM features like Credit Checking, Defaulting, Processing Constraints, Workflow – One single public API and OrderImport support Single Customer Invoice for both Products and Services – Since Products and Services were Ordered using two different UIs (OM & OKS), two separate invoices used to get generated. – Single Invoice, for single Order. – Consolidated Invoice from OM for both Products and Services. – Optionally Services can be billed for just the first period amount from OM. Configurator support for Subscription Services – Provides ability to sell Subscription Services as a “Bundle”. – Allows user to configure / choose the Subscription Services needed for their business. – Leverage BOM and CZ capabilities to setup “mutually exclusive” services, or enforce “mandatory” options of a Service. 26

27 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 3 8 16 Agenda 2 4 5 27 Order Entry / Validations Credit and Tax Management Scheduling Approvals and Workflow Internal Sales Orders Selling Services Returns User Interface Performance Improvement 7 9

28 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Enabling Configurator for Return Orders 28  Need to be able create accurate RMAs through Configurator?  Set profile “OM: Enable Configuration UI for RMA” to Yes  Allows to achieve increased operational efficiency and accuracy during processing of returns.

29 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 3 9 16 Agenda 2 4 5 29 Order Entry / Validations Credit and Tax Management Scheduling Approvals and Workflow Internal Sales Orders Selling Services Returns User Interface Performance Improvement 7 8

30 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |  My sales reps, users, customers need to check Order statuses and more. To do this we are having to build extensions or my CSRs are being questioned daily. How can Oracle help me?  My CSRs need better search capabilities and we wind up creating daily reports for them based on orders received.  Sometimes Sales personnel do not have access to their PCs. What can we do to support them?  We are customizing our UIs to be more user friendly – can you Help? 30 Requests for Information?

31 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |  Web enabled, self service app  Enables users to view detailed sales order, delivery and invoice information online 31 Order Information Portal Order, Delivery & Invoice Details

32 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Search & Analyze Orders/Order Lines In Endeca

33 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Mobile Sales Order Inquiry Easily find orders for my customers View open orders with alerts highlighted Get overview of the order and alerts View an order line shipment status 33

34 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | HTML User Interface Has functional parity with existing Forms UI for Sales Orders and Order Search in Order Organizer and Scheduling Organizer Shares a common foundation with the existing Forms UI e.g. Workflow, Defaulting Rules, Item Orderability, Processing Constraints, etc. Enhanced Usability: – Tablet friendly layout – User configurable 34

35 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |35 Advanced Search

36 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |36 Edit Order

37 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 3 16 Agenda 2 4 5 37 Order Entry / Validations Credit and Tax Management Scheduling Approvals and Workflow Internal Sales Orders Selling Services Returns User Interface Performance Improvement 7 9 8

38 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Performance 38 How can we improve our performance across the board?

39 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | High Volume Order Processing and Order Import High Volume Order Processing (HVOP)  Is capable of processing millions of order lines daily  Enhanced in 12.1 to support Tax and Configurations  Enhanced to import successful lines, retaining failed lines to be re-submitted  Leverages the Same Order Import Tables 39 Blended Approach to get Maximum throughput of Importing Orders  Import high velocity orders through HVOP  Use Order Import for Returns, Internal Orders, Drop Ships, Orders with Sets  Separate/categorize orders by order source. Process the appropriate order source(s) through HVOP and Order Import Order Import  Capable of processing tens of thousands of order lines daily  Supports all features of Process Order API

40 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Work Flow  Defer post booking workflow activities like schedule line or ship interface.  Consider deferring booking to avoid peak hour.  Use “Purge Order Management Workflow” concurrent program to purge workflows on regular basis. Pricing  Use custom hook for zero dollar lines to avoid pricing. Tax  Delayed Tax.  Defer to invoicing if possible. Scheduling  Consider Limiting ATP to few critical items.  Delayed Scheduling.  Try populating the warehouse on the line to avoid extra processing.  Check if arrival/lead time scheduling can be avoided.  On “Bill Only” lines types, set Scheduling Level to “Inactive Demand without Reservations ”. Credit Checking and Payments  Limit credit checking to high risk customers.  Defer Payment Processing. 40 Order Import/ HVOP  Specify id columns in the interface tables to speed up the process.  Avoid costly defaulting by passing column values in the interface tables.  Auto-scheduling(with Delay Scheduling) is more efficient for Order Import and HVOP than WF scheduling. Then Run Reserve orders program if needed.  Avoid using header level fulfillment set for large orders having bill only lines. Improve peak hour performance

41 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Applications: Current Release and Roadmap Oracle E-Business Suite: Order Management Family Order Management Web-based Order Entry & Search UI Item Substitution in Internal Orders Configurator Returns Productivity & Performance ERs Support for EBS Yard Management iStore Multi-customer access Usability Enhancements Quoting Usability Enhancements Margin Computation Purge Quote Channel Revenue Management Continued OAF Uptake Volume Offer ERs… Enhanced Checkbook & Budget Checkbooks Offers Support for QP TCA Hierarchy Autopay by OU Order Management Mobile App: Sales Orders for EBS Sellers Workbench: Margin Analysis, Rebates Continuation of HTML UIs Parallel Thread Support for Schedule Order Program Manual ISO Splits iStore QA Check Item Orderability Quoting Quote Validation Solution Ordering User Defined Attributes Channel Revenue Management Deferred Accrual & Revenue Recognition Support Mobile Support for Offers & Claims Approval Continued OAF Uptake Manual Approval/Rejection for Ship & Debit Batches Order Management Returns for Internal Orders Extended Warranty in BOM/Configurator Mobile App: for Direct Story Delivery Continuation of HTML UIs Enhanced Global Trade Management Integrations iStore Item Cross References Mobile application Integration with RTD Quoting Integration with Global Trade Management Integration with Channel Revenue Management Integration with RTD Channel Revenue Management Provisional Accruals Enhanced WSD Support AME Integrations for all ChRM Modules Enhanced Indirect Sales Order Error Processing Release 12.2.4 August 2014 What’s Next 0-12 month planning cycle Future Directions Post 12 month planning cycle 41

42 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Order Management Sessions Oracle E-Business Suite Order Management: Presenting the HTML and Mobile User Experience [CON7613] Bhavana Sharma - Sr. Principal Product Manager, Oracle Durgaprasad Bodapati - Director, Product Management, Oracle Thursday, Oct 2, 12:45 PM - 1:30 PM - Westin Market Street - Franciscan II 42

43 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Moscone West Upper Right WUR-021 Order Management Advanced Pricing Supply Chain Event Mgmt Oracle Demogrounds 43

44 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Additional Resources R12.1 / R12.2 : Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Documents (Doc ID 1302189.1) Oracle Order Management Release Notes for Release 12.2.4 (Doc ID 1906521.1) Oracle E-Business Suite Extensions for Oracle Endeca Release Notes for Release 12.2 V5 (Doc ID 1663193.1) Oracle Order Management User’s guide and Implementation guide

45 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Questions and Answers 45

46 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Thank You! 46

47 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |47

48


Download ppt "How to be a “HERO” with Order Management Earl Eldridge, Senior Director Product Management Subhra Datta, Director Product Development September 30, 2014."

Similar presentations


Ads by Google