3

Importing Orders
Part 2: Capturing Orders Import and Transformation
Order Management and Fulfillment Cloud Implementation

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Learning Objectives

After completing this lesson, you should be able to:

• Explain how orders are imported
• Explain direct web service integration
• Explain file-based import
• Explain business-to-business messaging

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Order-to-Cash Process

APPROVALS
TRANSPOR- ORDER
TATION PROMISING
CREDIT PLANNING
VERIFICATION ORCHESTRATE
FULFILLMENT
COMPLIANCE
SCREENING SHIPPING,
INVENTORY,
ORDER RECEIVING
PRICING EXPORT/IMPORT
DOCUMENTS

PRODUCT
CONFIGURATION
TRANSPORTATION
EXECUTION
SOCIAL
NETWORKING
ORDER INVOICE &
CAPTURE COLLECT

Capture & Book Promise Orchestrate

Order Pricing Configuration Global Order Trade Transportation Inventory/Account

Promising Compliance Management Management

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Importing Orders
Capture Orders

Enter Orders

Transform
Orders

Import Orders

Direct
Web File-Based
Service Import
Integration

Business-
to- Stage
Business Order
Messaging

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Topics

• Order Import Methods

• Order Import Flow
• Important Considerations of Order Import

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Importing Methods

You can import any kind of order that was created in a channel system using the following
methods:
• Direct web service integration
• File-based import
• Application Development Framework (ADF) web service
• Business-to-business messaging or Electronic Data Interchange (EDI) Messaging
framework

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Direct Web Service Integration

You can import your source orders using:

• ADF Web service
• SOA Web service

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Direct Web Service Integration

• Oracle supplies the connector service for use of Configure, Price, Quote (CPQ) as a
channel system.
• You create the connector service to integrate the channel system with Oracle Fusion
Order Management.

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File-Based Import

The file-based import process consists of the following steps:

1. Create order file using the provided template.
2. Generate the upload package from the template.
3. Upload the file to the Universal Content Management (UCM) account.
4. Run a scheduled process to transfer file contents to interface tables.
5. Run a scheduled process to transfer data from the interface tables to base tables.
6. Examine the log file to determine success or failure for individual orders and to identify
errors.

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Business-to-Business Messaging

One way to import orders is through Oracle Fusion Collaboration Messaging Framework, an
application that enables Oracle Applications Cloud to establish business-to-business (B2B)
messaging capabilities with trading partners.
Import
1. Use Collaboration Messaging Framework to send sales orders, updates, and
cancellations from one trading partner to another.
2. First, set up Collaboration Messaging. Then, import the orders through a scheduled
process.
3. Import orders that are already priced by Oracle Fusion Pricing.

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Topics

• Order Import Methods

• Order Import Flow
• Important Considerations of Order Import

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Topics

• Order Import Methods

• Order Import Flow
• Important Considerations of Order Import

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Additional Considerations for the Import of Coverage and
Subscription Lines
• Some special characteristics of the import of coverage and subscription fulfillment lines:
• You can import coverage lines against both standard and configured covered items.
• You can import coverage lines for immediate and delayed coverage.
• Document reference type attribute associates the coverage line with the covered line.
• The import mechanism captures the following key attributes: service duration, duration
period, and billing periodicity.
• Validations
– Restrict ability to save an order
– Restrict ability to submit an order

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Import of Coverage Order Line Against Configured Covered Items

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Modifications and Cancellations of Coverages Through Order Import

You can modify and cancel coverage lines against standard and configured items through
order import.
• A coverage line is automatically canceled or modified if its associated covered line is
canceled or modified.
• A coverage line can be modified or canceled without having to modify or cancel its
associated covered line.

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Import of Coverage Return Lines

• A customer can terminate a coverage (return a coverage item) on its own or along with
an associated covered item.
– Manual return
– Automatic return
• Import of return lines of prepriced items and items priced in Oracle Fusion Pricing
• Document reference types associate the coverage line with the associated covered line:
– Original_Sales_Order
– Source_Coverage_Covered_Association

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Import of Subscription Lines

A customer can order a subscription by itself or with an associated coverage.

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Practices: Overview

• 3-1: Importing Order Using the File-Based Method

• 3-2: Examining the File-Based Import Template and Data File
• 3-3: Examining the File-Based Import Log File

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Summary

In this lesson, you should have learned how to:

• Explain how orders are imported
• Explain direct web service integration
• Explain file-based import
• Explain business-to-business messaging

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