Order Management

Agenda
⮚Overview of Order Management

⮚OM Integration with Other Modules

⮚Overview of Order to Cash Cycle

⮚Order Management Multiple Fulfillment Models

⮚ Prerequisites for Entering a Sales order

⮚ General Sales Order Cycle with Technical flow.

⮚ Return Order (RMA ) Flow.

Overview of Order Management
⮚ Oracle Order Management .
It is a system which enables you to capture , manage and fulfill customer
orders (Sales Orders) .

⮚ Main Components of OM:

• Order Entry
• Pricing
• Shipping

⮚ Key Features / Capabilities :

• Enter / Import Orders & returns
• Manages Orders & returns ( Reserve / Schedule / Ship / Cancel / Close )
• Allows different fulfillment models .
• Maintains Price Lists , enables pricing of orders & discounts.
• Allows automatic customer credit checking during order entry
• Allows Header / line level holds to be defined and applied.
• Allows Defaulting of Data on Order Header and lines.
• Communicates Demand to manufacturing.
• Sends detailed information to Accounts Receivables for Invoice Creation.
• Provides Standard Reports for Business reporting.
OM Integration with Other Modules
Order to Cash Lifecycle
Order Management Shipping Execution

Enter Book Pick Release Ship Confirm

AutoInvoice

Receivables Cash Management

Bank Reconciliation
Invoice Receipt

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Order Management – Multiple Fulfillment Models

Order Management supports multiple fulfillment models, some of

which are:

⮚ Ship from stock

⮚ Make to Order
⮚ Internal Order
⮚ Configure to Order
⮚ Back to Back Orders
⮚ Drop Ship to Customer

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Ship from Stock

Picking / Shipping
Customer places Packing
purchase order

Inventory

Sales Order Invoice

generation

Order Accounts
Management Receivables

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Make to Order

Order
Management
Inventory

Picking
Packing and
Shipping

Work in Process

Receivables and Cash

Management

Master Schedule / plan item

manufacture

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Internal Order

Purchasing Book sales

order

View as sales
order
Internal
Requisition

Ship goods

Order Import
Receive goods
by requesting
Approval of Internal org
Requisition

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Configure to Order ( ATO / PTO )

Order Final Assembly

Management
Assembly /
Work in
Progress
Inventory

Picking
Packing and
Shipping

Create configuration
items

Master Schedule / plan

configuration items Receivables and Cash
Management

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Back to Back Orders
Purchase Order
Customer Supplier

Customer Purchase Supply of

Order goods

Procurement Pegging or
reservation
against sales
order
Order Management

Sales Packing, Shipping

Order Production and Receivables

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Drop Ship to Customer
Drop shipments is a method of fulfilling sales orders by selling products without the Seller
handling / stocking or delivering them. The supplier ships the product directly to the seller’s
customer. Drop shipments are done because of the following reasons:

⮚Customer requires an item that is not normally stocked

⮚It is more economical when the supplier ships directly to the customer

Goods ship to
Supplier Customer

Invoice Invoice
Purchase
Order

Sales Order

Seller

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Pre-requisites for Entering a Sales order
⮚ Customer & Sites ( Bill to / Ship to )
⮚ Item Setup & Assignment
⮚ Price List
⮚ Order Type & Line Type
⮚ Inventory Organization / Warehouse
⮚ Sales Rep
⮚ Payment Terms
⮚ Shipping Method
⮚ Tax Code
Order Creation Methods
⮚ Enter an order manually using the Sales Order forms.

⮚ Create a new order by copying an open, closed or canceled order. Orders created
from the copy function can be modified as needed.

⮚ Use Order Import to load orders that come from your EDI transactions, external
systems or other Oracle applications such as Internal orders from Purchasing or
Material Charge Lines from Service.
Convert P&A or query into Import from
Order, Convert Quote to Copy ED other systems / CRM
Order, Enter Order, Order an I
against BSA order

Customer Service Order Import

Representative

Orde
General Sales Order Cycle
Step 1 – Enter Order
a) Enter Order Header Information – Customer , Bill to / Ship to / Order Type , Price list ,Warehouse etc
b ) Enter Lines Information – Item # , UOM , QTY , Request date , Schedule Ship date etc..

Header and line status is ‘Entered’ upon saving the record.

Tables Updated
⮚ OE_ORDER_HEADERS_ALL

FLOW_STATUS_CODE = ENTERED , BOOKED_FLAG = N ,

ORDER_NUMBER = ‘XXXX’

⮚ OE_ORDER_LINES_ALL
FLOW_STATUS_CODE = ENTERED, BOOKED_FLAG = N ,
OPEN_FLAG = Y

Join between OE_ORDER_HEADERS_ALL & OE_ORDER_LINES_ALL is

HEADER_ID
Step 2 – Book Order ( Click ‘Book Order’ button)

Booking a sales order indicates that the order entry process is complete and that the
customer has committed to the order and we are committed to fulfill the customer Order .

Order Booking is required to progress the order to the next activities.

After clicking on Book Order button , Order header status changes from Entered to
Booked . Order Line status changes from ‘Entered’ to ‘Awaiting Shipping’.
Tables Updated
⮚ OE_ORDER_HEADERS_ALL
FLOW_STATUS_CODE = BOOKED

⮚ OE_ORDER_LINES_ALL
FLOW_STATUS_CODE = AWAITING _SHIPPING

⮚ WSH_DELIVERY_DETAILS
RELEASED_STATUS = R ( Ready to Release )
SOURCE_LINE_ID = LINE_ID from OE_ORDER_HEADERS_ALL
Step 3 - Pick Release / Pick Confirmation
⮚ Pick Release is a process/ program that is Run to systematically transfer material from a source sub-
inventory location to a staging sub-inventory which is a logical or physical location where orders are
placed before loading to a carrier.
⮚ Pick Release generates Pick Slip Report which is the document used by Pickers to move material.
⮚ Order lines status changes from ‘Awaiting Shipping’ to ‘Picked’ on successful Pick Confirmation.
⮚ Creates Delivery ( Set of Order lines which are to be shipped together to a customer location)
Tables Updated
⮚ MTL_RESERVATIONS

⮚ WSH_DELIVERY_DETAILS
RELEASED_STATUS = S ( Released to Warehouse)
RELEASED_STATUS = Y ( Picked )
RELEASED_STATUS = B ( Backordered)

⮚ WSH_PICKING_BATCHES - BATCH_ID
⮚ WSH_NEW_DELIVERIES - DELIVERY_ID
⮚ WSH_DELIVERY_ASSSIGNMENTS - DELIVERY_ID
⮚ MTL_MATERIAL_TRANSACTIONS – TRX_SOURCE_LINE_ID
⮚ MTL_ONHAND_QUANTITITIES
Step 4 – Ship Confirm
⮚Ship Confirm is the process to shipment of Goods from Staging area to customer
location.
⮚When you perform Ship Confirm from Shipping Transactions form, this triggers
Interface Trip Stop program which decrements Oracle Inventory and updates the
sales order line status to ‘Shipped’
Tables Updated
⮚ WSH_DELIVERY_DETAILS
RELEASED_STATUS = C (SHIPPED)
OE_INTERFACED_FLAG='Y' and INV_INTERFACED_FLAG= 'Y’

⮚ WSH_DELIVERY_LEGS ( Trip Information )

⮚ WSH_SERIAL_NUMBERS

⮚ OE_ORDER_LINES_ALL
FLOW_STATUS_CODE = ‘SHIPPED’

⮚ MTL_ONHAND_QUANTITITIES

⮚ MTL_MATERIAL_TRANSACTIONS

⮚ MTL_RESERVATIONS ( Record gets deleted )

Step 5 – Close Order (Run Workflow Background Process )
WFBG is usually scheduled in PROD to run for every 5 minutes . Changes Order lines
status from ‘Shipped’ to ‘Closed’ and interfaces the Sales Order Information to Receivables
interface from where it is picked up by Auto-Invoice program to generate an Invoice.
Tables Updated
⮚ OE_ORDER_LINES_ALL
FLOW_STATUS_CODE = ‘CLOSED’
OPEN_FLAG = ‘N’

⮚ RA_INTERFACE_LINES_ALL
INTERFACE_LINE_ATTRIBUTE1 = ‘ORDER NUMBER’
Return Material Authorization ( RMA )
⮚ Returns from a customer can occur for a variety of reasons like
damage , shipment error etc.
⮚ RMA processing enables you to track and manage customer returns
while controlling inventory receipts and generating Credit Memo.

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Other Important Tables in OM
⮚ PRICE LIST & DISCOUNT DETAILS
QP_LIST_LINES
QP_LIST_HEADERS
OE_PRICE_ADJUSTMENTS

⮚ HOLDS
OE_HOLD_DEFINITIONS
OE_HOLD_AUTHORIZATIONS
OE_HOLD_SOURCES
OE_ORDER_HOLDS_ALL
OE_HOLD_RELEASES

⮚ OE_CREDIT_CHECK_RULES

⮚ BLANKET SALES ORDERS

OE_BLANKET_HEADERS_ALL
OE_BLANKET_LINES_ALL

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