R12.x Oracle Order Management Fundamentals Student Guide

Transcription

1 R12.x Oracle Order Management Fundamentals Student Guide D60267GC10 Edition 1.0 May 2010 D66322

2 Copyright 2010, Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. Restricted Rights Notice 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 RIGHTS The U.S. Government s 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. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Author Padma Rao Technical Contributors and Reviewers Lata Sundar, John Brazier This book was published using: oracletutor

3 Table of Contents Overview of Oracle Order Management Overview of Oracle Order Management Objectives What is Oracle Order Management? Quiz Order Capture and Order Fulfillment Oracle Order Management Capabilities Quiz Order to Cash Lifecycle Quiz Integration with Other Products Summary Multiple Organization Access Control Setup Multiple Organization Access Control Setup Objectives Organization Structure in Oracle Applications Multi-Org Access Control (MOAC) Using MOAC in Oracle Order Management Setting Up MOAC Quiz Summary Oracle Inventory Setup for Oracle Order Management Oracle Inventory Setup for Oracle Order Management Objective Overview Receipt to Issue Lifecycle Inventory Organizations Setting Up Locations Inventory Organization Structure Sample Inventory Organization Interorganization Shipping Networks Shipping Method Units of Measure Uses of Units of Measure Unit of Measure Class Unit of Measure Conversions What is an Item? Steps to Setup, Define, and Maintain Items Defining Items Item Master Organization Item Validation Organization Item Attributes Unit of Measure Attributes Order Management Item Attributes Item Validation Item Status Item Statuses and Attributes Organization Assignment and Organization Items Control Levels Item Relationships Customer Items i

4 What are Supply and Demand? Available to Promise Uses of ATP in Oracle Inventory Defining an ATP Rule Implementation Considerations Quiz Summary Oracle Receivables Setup for Oracle Order Management Oracle Receivables Setup for Oracle Order Management Objectives Overview of Trading Community Architecture Key Customer Related Concepts in TCA Quiz Adding Customers in Order Management Defining Payment Terms Quiz Defining Invoicing and Accounting Rules Quiz Defining Auto-Accounting Parameters Defining Territories in Receivables Defining Invoice Sources (Batch Source) Automatic Transaction Numbering Define Salespersons to Assign Sales Credit Using the Resources Window to Create a Salesperson Tax Setups in Transaction Types Window Receivables and Order Management Overview of Credit Checking Defining Credit Checking on the Customers Page Profile Tab Defining Credit Checking on the Customers Page - Profile Amounts Tab Credit Check Rules Defining Credit Usage Rule Sets Defining Credit Check Rules Quiz Summary Oracle Order Management Setup Steps Oracle Order Management Setup Steps Objectives Order Management Setup Steps Profile Options and System Parameters Overview of QuickCode or Lookup Types Defining QuickCode or Lookup Types Quiz Overview of Order Header and Order Line Processing Flows Overview of Transaction Types Window Workflow in Transaction Types Quiz Overview of Document Sequences for Order Numbering Defining Order Import Sources Overview of Processing Constraints Setting up Processing Constraints Defining Validation Templates Defining Defaulting Conditions Defining Defaulting Rules Setting up Item Orderability Rules Quiz Setting up Versioning and Audit History Overview of Available To Promise (ATP) Overview of Scheduling Levels ii

5 Scheduling Profile Options Internal Requisition Overview Creating an Internal Order Quiz Internal Requisition or Internal Order Process Flow Summary Holds, Order Purge, and Exception Management Setup Holds, Order Purge, and Exception Management Setup Objectives Holds Seeded Holds Automatic Holds Generic Holds Specifying Holds Framework Hold Sources Order and Quote Purge Purge Sets Setting Up Exception Management Quiz Summary Basic Pricing Setup Basic Pricing Setup Objectives Overview of Pricing in the Order to Cash Process Overview of Pricing Integration Overview of Pricing Concepts Overview of the Pricing Engine Overview of Pricing Security Overview of Price Lists Overview of Pricing Agreements Overview of Formulas Overview of Qualifiers Overview of Modifiers Overview of Contexts and Attributes Overview of Freight and Special Charges Modifiers Overview of Basic Versus Advanced Pricing Overview of Price Lists Price List Information Creating a Price List Price List Header Price List Line Secondary Price List Copy Price List Price List Maintenance: Overview Manual Price List Updates Adjust Price List Add Items to Price List Overview of Modifiers Creating Modifier Lists Adding Modifier Lines Creating Modifiers Lines Modifier Line Examples Modifier Types Discount Modifier Price Break Modifiers: Point Breaks Surcharge Modifier iii

6 Qualifier Overview Example of Qualifier Hierarchy Using Qualifiers with Modifier Lists Freight and Special Charge List Modifier Seeded Freight Charges Setting Up Freight and Special Charge List Modifiers Overview of Price Books Price Book Example Price Book Example Price Book Example Benefits of Price Books Price Book Implementation Implementation Steps: Setting Key Profile Options Implementation Steps: Setting Key Profile Options Implementation Steps: Verifying Pricing Parameters Implementation Steps: Setting Up the Default Printer Implementation Steps: Setting up Oracle XML Publisher Creating a Price Book Creating a Price Book: Defining General Price Book Criteria Creating a Price Book: Defining Price Calculation Criteria Creating a Price Book: Selecting Price Book Publishing Options Price Book Publishing Templates Price Book Publishing: Document Types Generating and Publishing Price Books Viewing Price Book Details Online Maintaining Price Books Republishing Price Books Viewing Errors Profile Options in Basic Pricing Quiz Summary Overview of Shipping Execution Overview of Shipping Execution Objectives Shipping Execution Flow Delivery and Delivery Lines Trips and Stops Delivery Leg Containers/LPNs Pick Release Move Orders Pick Confirmation Ship Confirm Automated Shipping Process One Step Shipping Shipping Transactions Form Query Manager Data Manager Quick Ship Window Reports and Processes Integration With Oracle Order Management Integration With Oracle Transportation Management Integration With Oracle Warehouse Management Integration with Oracle Workflow Quiz Summary iv

7 Shipping Execution Setup Shipping Execution Setup Objectives Roles Granting Roles To Users Freight Carriers Freight Costs Transit Times Regions and Zones Shipping Document Sets Document Categories XML Publisher Enabled Documents Customizing and Creating Templates Document Sequences Choosing Printers For Searching Documents and Labels ITM Adapter Integration Delivery Compliance Screening Shipping Exceptions Defining Shipping Exceptions Logging Shipping Exceptions View and Update Logged Shipping Exceptions Purge and Resolve Logged Shipping Exceptions Running Pick Release Release Sequence Rules Pick Slip Grouping Rule Release Rules Release Rule Order Tab Release Rule Shipping Tab Release Rule Inventory Tab Pick Release tab in Shipping Parameters Window Auto Allocate Autocreate Deliveries Auto Pick Confirm Release Sales Orders for Picking Window Ship Confirm Rules Ship Confirm Rule Ship Options Ship Confirm Rule Trip Options Ship Confirm Rule Document Set Ship Confirm Rule Shipping Parameters Creating Containers Container-Item Relationship Container Load Details Packing Delivery Lines into Containers Packing Workbench Delivery Flow - Generic Trip Flow Generic Ship to Deliver Process Workflow Workflow Lookups Workflow Specific Profile Options Workflow Specific Shipping and Global Parameters Business Events Purging Workflows Oracle Shipping Debugger Shipping Lookups Shipping Parameters General Tab In Shipping Parameters Window Profile Options v

8 Global Parameters General Tab Quiz Summary Order Entities and Order Flows Order Entities and Order Flows Objectives Order to Cash Lifecycle with Standard Items Quiz Order to Cash Lifecycle with PTO Models and PTO Kits Quiz Drop Shipments Drop Shipments Across Ledgers Back-to-Back Orders Managing IR-ISO Changes Sales Agreements Negotiation Agreement Approve Sales Agreement Releases Against a Sales Agreement Order to Cash Lifecycle with Customer Acceptance Quiz Simple Negotiation within Order Management Querying on Prices and Availability Quiz Summary vi

9 Preface Profile Before You Begin This Course Thorough knowledge of Oracle Order Management Working experience with Oracle Shipping Execution Prerequisites There are no prerequisites for this course. How This Course Is Organized This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations and written practice sessions reinforce the concepts and skills introduced. vii

10 Related Publications Oracle Publications Title Oracle Order Management User s Guide Oracle Order Management Implementation Manual Oracle Shipping Execution User s Guide Oracle Advanced Pricing User s Guide Oracle Advanced Pricing Implementation Guide Part Number B28099 B25975 B31232 B31581 B31440 Additional Publications System release bulletins Installation and user s guides Read-me files International Oracle User s Group (IOUG) articles Oracle Magazine viii

11 Typographic Conventions Typographic Conventions in Text Convention Element Example Bold italic Caps and lowercase Courier new, case sensitive (default is lowercase) Initial cap Italic Quotation marks Uppercase Glossary term (if there is a glossary) Buttons, check boxes, triggers, windows Code output, directory names, filenames, passwords, pathnames, URLs, user input, usernames Graphics labels (unless the term is a proper noun) Emphasized words and phrases, titles of books and courses, variables Interface elements with long names that have only initial caps; lesson and chapter titles in crossreferences SQL column names, commands, functions, schemas, table names The algorithm inserts the new key. Click the Executable button. Select the Can t Delete Card check box. Assign a When-Validate-Item trigger to the ORD block. Open the Master Schedule window. Code output: debug.set ( I, 300); Directory: bin (DOS), $FMHOME (UNIX) Filename: Locate the init.ora file. Password: User tiger as your password. Pathname: Open c:\my_docs\projects URL: Go to User input: Enter 300 Username: Log on as scott Customer address (but Oracle Payables) Do not save changes to the database. For further information, see Oracle7 Server SQL Language Reference Manual. Enter user_id@us.oracle.com, where user_id is the name of the user. Select Include a reusable module component and click Finish. This subject is covered in Unit II, Lesson 3, Working with Objects. Use the SELECT command to view information stored in the LAST_NAME column of the EMP table. Arrow Menu paths Select File > Save. Brackets Key names Press [Enter]. Commas Key sequences Press and release keys one at a time: [Alternate], [F], [D] Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del] ix

12 Typographic Conventions in Code Convention Element Example Caps and Oracle Forms When-Validate-Item lowercase triggers Lowercase Column names, table names SELECT last_name FROM s_emp; Passwords PL/SQL objects DROP USER scott IDENTIFIED BY tiger; OG_ACTIVATE_LAYER (OG_GET_LAYER ( prod_pie_layer )) Lowercase italic Uppercase Syntax variables SQL commands and functions CREATE ROLE role SELECT userid FROM emp; Typographic Conventions in Oracle Application Navigation Paths This course uses simplified navigation paths, such as the following example, to direct you through Oracle Applications. (N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve This simplified path translates to the following: 1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches Summary. 2. (M) From the menu, select Query then Find. 3. (B) Click the Approve button. Notations: (N) = Navigator (M) = Menu (T) = Tab (B) = Button (I) = Icon (H) = Hyperlink (ST) = Sub Tab x

13 Typographical Conventions in Oracle Application Help System Paths This course uses a navigation path convention to represent actions you perform to find pertinent information in the Oracle Applications Help System. The following help navigation path, for example (Help) General Ledger > Journals > Enter Journals represents the following sequence of actions: 1. In the navigation frame of the help system window, expand the General Ledger entry. 2. Under the General Ledger entry, expand Journals. 3. Under Journals, select Enter Journals. 4. Review the Enter Journals topic that appears in the document frame of the help system window. xi

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