1. oracle apps order management training
Magnific training

2. Introduction Three cycles in Oracle Applications Plan to make.
Order to cash
Procure to Pay
---Confident

3. Basic Order Process Customer Order Invoice Order Shipping
Sales Department
Inventory

4. Basic Order Process Flow1
Customer requests order 2
Enter order 3
Book order 4
Schedule
Release order 5
Ship product and update inventory 6
Invoice the customer
Complete

5. Topics which we cover ORDER MANAGEMENT-----SETUP STEPS
CREATING A SALES ORDER
BACK ORDERED
RMA
DROP SHIPMENT
INTERNAL SALES ORDER

6. ORDER MANAGEMENT-----SETUP STEPS
Step 1--Flexfields
Define key and descriptive Flexfields to capture additional information about orders and transactions. This step is required for Key Flexfields, and optional if you plan on using the functionality surrounding Descriptive Flexfields. Several defaulting values are provided.

7. Step 2---Multiple Organizations
Define multiple organizations in Oracle Inventory. This step is optional.

8. Step 3---Inventory Organizations
Define inventory organizations (warehouses), parameters, subinventories, and picking rules in Oracle Inventory.
You must define at least one item validation organization and at least one organization that acts as an inventory source for orders fulfilled internally. If you plan to drop ship some orders, you must also define at least one logical organization for receiving purposes. Your item validation organization can be the same as your inventory source or your logical receiving organization, but you cannot use one organization for all three purposes.

9. Step 4---Profile Options
Define profile options to specify certain implementation parameters, processing options, and system options.
This step is required.

10. Step 5---Parameters
Set your Order Management Parameters to validate items, enable customer relationships, and operating unit defaults. This step is required.
Step 6---Invoicing
Define invoicing information, including payment terms, invoicing and accounting rules, Auto accounting parameters, territories, and invoice sources. This step is required if you plan on transferring invoicing information to Oracle Receivables. Several defaulting values are provided.
Step 7---Tax
Define tax features, such as codes, rates, exceptions, and exemptions. This step is required.

11. Step 10---Document Sequences (Order Numbering)
Step 8---QuickCodes
Define QuickCodes that provide custom values for many lists of values throughout Order Management.
This step is required if you plan on creating user defined QuickCodes for utilization within Order Management. Defaulting values are provided.
Step 9---Workflow
Define order and line processing flows to meet different order and line type requirements.
This step is required.
Step 10---Document Sequences (Order Numbering)
Define Document Sequences for automatic or manual numbering of orders.

12. Step 11---Order Import Sources
Define sources for importing orders into Order Management. This step is required if you plan on importing orders or returns into Order Management.
This is done in Purchasing.
Step 12---Units of Measure
Define the units of measure in which you supply items. This step is required INV
Step 13---Item Information
Define item information, including item attribute controls, categories, and statuses.
This step is required INV

13. Step 16---Customer Classes Define customer profile classes.
Step 14---Items
Define the items that you sell, as well as container items. This step is required INV
Step 15---Pricing
Define price lists for each combination of item and unit of measure that you sell. Optionally, you can define pricing rules and parameters to add flexibility. This step is required.
Step 16---Customer Classes
Define customer profile classes.
This step is required if you plan on using the functionality surrounding Customer Profiles. Several defaulting values are provided. --AR

14. Define information on your customers. This step is required. ---AR
Step 17---Customers
Define information on your customers. This step is required. ---AR
Step 18---Item Cross-References
Define item cross-references---INV
Step 19---Order Management Transaction Types (Order and Line Types)
Define Order Management transaction types to classify orders and returns. For each order type, you can assign a default price list, defaulting rules, order lines, return lines, line types, workflow assignments, payment terms, and freight terms. This step is required.

15. Step 20---Cost of Goods Sold (COGS)
Set up your Cost of Goods Sold Accounting Flexfields combination (COGS Account) in Oracle Inventory.
Step 21---Processing Constraints
Define processing constraints to prevent users from adding updating, deleting, splitting lines, and cancelling order or return information beyond certain points in your order cycles. Use the constraints Order Management provides, which prevent data integrity violations, or create your own. This step is optional. Several default values for processing constraints have been defined.

16. Step 22---Defaulting Rules
Define defaulting rules to determine the source and prioritization for defaulting order information to reduce the amount of information you must enter manually in the Sales Orders window.
This step is optional.
Step 23---Credit Checking
Define your credit checking rules.
This step is required if you plan on performing any type of order credit checking.
Step 24---Holds
Define automatic holds to apply to orders and returns. This step is required if you plan on performing automatic hold for orders or returns.

17. Step 26---Freight Charges and Carriers
Step 25---Attachments
Define standard documents to attach automatically to orders and returns. This step is optional.
Step 26---Freight Charges and Carriers
Define freight charges and freight carriers to specify on orders. This step is required if you plan on charging customers for freight or additional order charges.
Step 27---Shipping
Define shipping parameters in Oracle Shipping Execution. This step is required.

18. To create a sales order http://www.magnifictraining.com/
Set up of organization parameters.
Create a price list with the items you created.
Create an order type/transaction type, which includes 2 line types one for the line orders, second for line returns, and assign these both in an order type.
Define a sequence, as how your order documents numbers should come.
Then assign this sequence to the order type you are using and order number comes from the order type

19. To create a sales order contd..
Define pick slip grouping rules and pick release sequence rules.
Define shipping documents.
Then assign these 2 things (4. & 5.) in the shipping parameters.
From the above things you can create a sales order.

20. BACK ORDERED
If the items are coming back from the staging area to the source subinventory.

21. RMA
If the material is coming back from customers after reaching them. Then we do RMA to accept that back

22. DROP SHIPMENT
Supplying material to your customers by getting it from a external source (supplier)

23. Vendor Drop Ship or Combination Standard with Drop Ship Order Flow
Enter order
Drop Ship: Yes or No?
Drop Ship Item
Internally Sourced Item
Send to Purchasing
Schedule
Supplier ship confirmation
Ship and update inventory
Create invoice
Close sales order

24. Internal sales order
Getting material from any of the other organization by means of a internal requisition.

25. Internal Order Flow
Requestor
Demand
Manually create
Import or reschedule requisitions
Approve requisition
Create internal sales order
Order entry
Schedule order
Pick Release
Inventory
Ship confirm
Expense
Receive
Direct
Intransit
Inventory
Expense

26. Where to Get More Information
Other training sessions
List books, articles, electronic sources
Consulting services, other sources

27. END

28. Where to Get More Information
Other training sessions
List books, articles, electronic sources
Consulting services, other sources

29. Where to Get More Information
Other training sessions
List books, articles, electronic sources
Consulting services, other sources