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The document discusses key concepts in Oracle Inventory and Oracle Order Management including: setting up inventory organizations and structures; defining items, units of measure, and replenishment methods; performing inventory transactions; managing orders through their lifecycle; and setting up pricing, shipping, and other order processing capabilities. It also provides an overview of course topics that will be covered such as inventory accuracy, available-to-promise, and order management integration.

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Mohammed Aziz
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50 views9 pages

List For Fund

The document discusses key concepts in Oracle Inventory and Oracle Order Management including: setting up inventory organizations and structures; defining items, units of measure, and replenishment methods; performing inventory transactions; managing orders through their lifecycle; and setting up pricing, shipping, and other order processing capabilities. It also provides an overview of course topics that will be covered such as inventory accuracy, available-to-promise, and order management integration.

Uploaded by

Mohammed Aziz
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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 The structure of an inventory organization in Oracle Inventory.

 The planning and replenishment methods available in Oracle Inventory including min-
max planning, reorder-point planning, replenishment counting, and Kanban
replenishment.
 The role of an item-master organization.
 Define items in Oracle Inventory.
 The concept of move orders in Inventory.
 To implement locator, revision, serial, and lot control for items
 Perform inventory transactions such as sub inventory transfer and inter-organization
transfer
 Set up shipping networks between inventory organizations and the significance of direct
shipment and in transit shipment
 To create units of measure
 To create reservations
 To view on-hand quantities
 To define material statuses
 To define and maintain a cycle count
 Create an ABC ranking of items to be used in cycle counting
 Understand the overall inventory process in Oracle Inventory

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Course Topics:

Overview of Oracle Inventory

 Receiving Inventory
 Transferring Inventory
 On-hand and Availability
 Issuing Inventory
 Inventory Accuracy
 Discussing Inventory Application Integration

Inventory Structure

 Overview of Inventory Structure


 Setting up the Inventory Organization Structure
 Defining Organization Parameters
 Defining Shipping Networks
 Defining Subinventories and Locators

Units of Measure
 Defining Units of Measure

Defining and Maintaining Items

 Defining Items Process


 Using Item Templates
 Assigning Items to Organizations
 Categories, Category Sets, and Catalogs
 Deleting Items

Lot and Serial Control

 Setting up Lot Control


 Maintaining Serial Information
 Maintaining Lot and Serial Genealogy

Transaction Setup

 Defining Transaction Types


 Defining Picking Rules
 Defining Account Aliases
 Opening and Closing Accounting Periods
 Setting up Move Orders
 Material Shortage Alerts and Notifications

Issuing and Transferring Material

 Managing Receipts
 Performing Transactions
 Performing Move Orders
 Performing Mobile Transactions
 Managing Shipments

On-hand and Availability

 Using the Material Workbench


 Creating Available to Promise Rules
 Managing Reservations

Material Status Control

 Material Status Setup

Inventory Replenishment
 Defining Replenishment
 Inventory Forecasting Methods
 Replenishment Counting
 Kanban

Inventory Accuracy

 Defining Counting
 ABC Analysis
 Cycle Counting
 Physical Inventory

Course Objectives:

 Shipping flows within the order-to-cash lifecycle.


 Set up and use shipping entities to perform shipping-related activities.
 Set up multiple organization access control for Oracle Order Management.
 Define sub-inventories, units of measure, and items.
 Create available-to-promise rules.
 Define customers, invoice information, and credit checking.
 Set up profile options and system parameters.
 Set up processing constraints, defaulting rules, and transaction types
 Use scheduling and workflow.
 Create and use price lists, modifiers, qualifiers, and price books
 Define holds.
 Purge orders.
 Manage exceptions.
 Execute the order-to-cash lifecycle with different order types.

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Course Topics:

Overview of Oracle Order Management

 Overview of Oracle Order Management


 What is Oracle Order Management?
 Order Capture and Order Fulfillment
 Oracle Order Management Capabilities
 Order to Cash Lifecycle
 Integration with Other Products

Order Entities and Order Flows


 Order to Cash Lifecycle with Standard Items
 Order to Cash Lifecycle with PTO Models and PTO Kits
 Drop Shipments
 Drop Shipments Across Ledgers
 Back-to-Back Orders
 Sales Agreements
 Negotiation Agreement
 Approve Sales Agreement

Multiple Organization Access Control Setup

 Organization Structure in Oracle Applications


 Multi-Org Access Control (MOAC)
 Using MOAC in Oracle Order Management
 Setting Up MOAC

Oracle Inventory Setup for Oracle Order Management

 Receipt to Issue Lifecycle


 Inventory Organizations
 Setting Up Locations
 Inter-organization Shipping Networks
 Unit of Measure Conversions
 Order Management Item Attributes
 Item Relationships

Oracle Receivables Setup for Oracle Order Management

 Overview of Trading Community Architecture


 Key Customer Related Concepts in TCA
 Adding Customers in Order Management
 Defining Payment Terms
 Defining Territories in Receivables
 Defining Invoice Sources (Batch Source) – Automatic Transaction Numbering

Oracle Order Management Setup Steps

 Overview of Quick Code or Lookup Types


 Overview of Transaction Types Window
 Workflow in Transaction Types
 Setting up Processing Constraints
 Defining Defaulting Rules
 Setting up Versioning and Audit History
 Auto-Schedule Profile Option
 Defining Credit Usage Rule Sets

Holds, Order Purge, and Exception Management Setup

 Seeded Holds
 Generic Holds
 Order and Quote Purge
 Purge Sets

Basic Pricing Setup

 Overview of Pricing in the Order to Cash Process


 Creating a Price List
 Secondary Price List
 Copy Price List
 Price List Maintenance: Overview
 Add Items to Price List
 Implementation Steps: Setting Key Profile Options

Overview of Shipping Execution

 Shipping Execution Flow


 Delivery and Delivery Lines
 Trips and Stops
 Delivery Leg
 Ship Confirm

Shipping Execution Setup

 Granting Roles To Users


 Freight Carriers
 Transit Times
 Delivery Compliance Screening
 Running Pick Release
 Pick Slip Grouping Rule
 Auto create Deliveries
 Release Sales Orders for Picking Window

Course Objectives:

 Create purchase requisitions.


 Create standard, blanket and contract purchase documents.
 To use the Auto-Create window, Create Releases program and the PO
 Create Documents Workflow process to automate document creation.
 Define document approval and routing process
 Define document security and access levels
 Understand the Period Close process for Purchasing
 Understand Purchasing administration
 Describe how the Purchasing process fits into the Procure to Pay lifecycle
 Define and maintain suppliers
 Use the Professional Buyer's Work-center
 Create request for quotations
 Set up and use an approved supplier list and sourcing rules

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Course Topics:

Procure To Pay Lifecycle Overview

 Procure to Pay Lifecycle


 Oracle Procure to Pay Process

Procure to Pay Purchasing Overview

 Overview of Purchasing Process


 Integration with other Oracle Applications

Locations, Organizations, Units of Measure and Items

 Enterprise Structure
 Defining Locations
 Inventory Organizations
 Establishing Inventory Parameters
 Units of Measure
 Item Categories
 Item Attributes Defining and Maintaining Items

Suppliers

 Overview of Suppliers
 Supplier Information
 Supplier Site Information
 Managing Suppliers
 Reports
 Financial Options
 Profile Options
RFQs and Quotations

 Request for Quotation Lifecycle


 Creating and Maintaining Requests for Quotation
 Creating a Supplier List
 Quotations Lifecycle
 Creating and Maintaining Quotations
 Reports
 Profile Options

Approved Supplier Lists and Sourcing Rules

 Approved Supplier Lists


 Supplier Statuses
 Supplier-Commodity/Item Attributes
 Sourcing Rules
 Profile Options

Requisitions

 Requisition Lifecycle
 Notifications
 Requisition Structure
 Creating and Maintaining Requisitions
 Supplier Item Catalog
 Requisition Templates
 Reports
 Profile Options

Purchase Orders

 Purchase Order Types


 Purchase Order Components and Record Structure
 Standard Purchase Order Elements
 Contract Purchase Agreements
 Purchase Order Revisions
 Workflow Notifications
 Reports

Automatic Document Creation

 Creating Purchase Documents from Requisitions


 Automatic Release Generation
 Workflow Document Creation
 Profile Options

Receiving

 Receiving Locations
 Receipt Routing
 Receipt Processing Methods
 Receiving Tolerances
 Entering Returns and Corrections
 Overview of Pay on Receipt
 Reports
 Profile Options

Professional Buyer’s Work Center

 Business Benefits of the Buyer’s Work Center


 Requisitions in the Buyer’s Work Center
 Standard Purchase Orders in the Buyer’s Work Center
 Purchase Agreements in the Buyer’s Work Center
 Setup
 Implementation Considerations

Document Security, Routing and Approval

 Document Security and Access Levels


 Document Approval - Jobs and Positions
 Position Approval Hierarchies
 Document Types
 Creating Approval Groups
 Reports
 Workflow

Purchasing Accounting

 Overview of Purchasing Accounting


 Closing the PO Period
 Using foreign currency
 Reports
 Setup options

Setup Steps

 Setting Up Document Sequences


 Setting Up Key Profile Options
 Setting Up Descriptive Flexfields
 Defining Purchase Order Matching and Tax Tolerances
 Defining Approval Groups and Assignments
 Defining Purchasing Options
 Setting Up Sourcing Rules and Assignments
 Performing Additional System Administration

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