5

Creating and Configuring Orders

Part 2: Capturing Orders
Order Management and Fulfillment Cloud Implementation Course

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Learning Objectives

After completing this lesson, you should be able to:

• Explain orders for different types of items
• Track an order during various stages of fulfillment using the Order Management work
area

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Topics

• Creating and Configuring Orders: Flow

• Types of Items
• Ordering a Standard Item
• Ordering a Configurable Item
• Ordering a Service Item

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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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Creating and Configuring Orders: Flow

Capture Orders

Enter Orders

Create Configure
Price Order
Order Order Lines

Transform
Orders

Import Orders

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Topics

• Creating and Configuring Orders: Flow

• Types of Items
• Ordering a Standard Item
• Ordering a Configurable Item
• Ordering a Service Item

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Types of Items

• Standard Item: An item that isn’t defined as configurable.

• Configurable Item: Any item that can be produced or put together the way a customer
wants it.
• Service Item
– Coverage item: Item, such as a warranty, that is associated with another item.
– Covered item: Item that is enhanced by a coverage item. Coverage is returned
automatically only when:
— The return is created using the user interface, or
— Through import, when the item is priced using Oracle Fusion Pricing
– Subscription item

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Charges and Invoices

• Recurring charge: Periodic charge, such as the monthly recurring charge for a phone
service.
• Recurring billing: Invoices are created on a cyclical basis for a fixed period of time, as
reflected in the terms of a contract with your customer. Examples include the use of
rental equipment at a fixed monthly rate, or consulting services provided on an ongoing
basis for the life of a project.

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Topics

• Creating and Configuring Orders: Flow

• Types of Items
• Ordering a Standard Item
• Ordering a Configurable Item
• Ordering a Service Item

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Ordering a Standard Item

• Item that isn’t configurable

• Can be a covered item
• Can be shipped or not shipped
• Charges: Can be one-time or recurring
• Billing: Can be one-time or recurring

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Topics

• Creating and Configuring Orders: Flow

• Types of Items
• Ordering a Standard Item
• Ordering a Configurable Item
• Ordering a Service Item

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Ordering a Configurable Item: Explained

Configurable Item
Any item that can be
produced or put together
the way customers want
it. The customer has
some options to choose
from, and the business
that sells the item is set
up to accommodate
those options.

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Selecting the Options of a Configurable Item:
Configurator Runtime
• Dynamic runtime user
interface (embedded task
flow)
• Validation service
• Seeded UI templates and
template maps
• Runtime user interface
definition
• UI conditions in UI editing
User Interface
Configurator • Visual UI page editing
Templates • Testing of model behavior
and UIs
• Transactional item attributes
• Integration with Pricing

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Configure the Model: Getting Started

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Configurator Runtime User Interface

The user interface is

dynamically assembled at
runtime by using templates
• Templates provide a consistent
look and feel and interactivity.
• Seeded templates for all major
navigation and controls
• Visual user interface editing of
pages in Configurator Modeling
Environment
Based on Oracle Application
Development Framework (ADF)
• Java Server Faces (JSF) user
interface component technology

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Configurator UI Navigation Schemes

• Single page
• Dynamic tree
• Step by step

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Single-Page Navigation

• Content in a single page

• Drill down to referenced models
• Scroll, if required

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Dynamic Tree Navigation

• Navigate using the tree links.

• Drill down to referenced model UIs.

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Step-by-Step Navigation

• Navigate using steps.

• Train indicates the current step.
• Drill down to referenced model UIs.

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Pricing Configurable Items (Models)

End users can see real-time pricing at runtime.

• Define configured item pricing in Oracle Fusion Pricing.
• At runtime, Order Management calls the pricing engine to display accurate pricing.
• Prices for items are displayed.
• Prices and totals are displayed on the Review page.

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Topics

• Creating and Configuring Orders: Flow

• Types of Items
• Ordering a Standard Item
• Ordering a Configurable Item
• Ordering a Service Item

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 Item Types and Characteristics

Item Characteristics
Type
Standard Configur- One- Recurring One-Time Recurring Shippable Service
Item able Item Time Charges Billing Billing Duration
Charges and
Period
Covered Y Y Y Y Y Y Y N
Item
Coverage Y N Y Y Y Y N Y
Item
Subscription Y Y Y Y Y Y N Y
Item

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Demonstration: 5-1

Ordering a Standard Item with Coverage

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Demonstration: 5-2

Ordering a Model With a Coverage Item

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Demonstration: 5-2

Ordering a Model With a Coverage Item

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Demonstration: 5-3 (Optional)

Creating and Processing a Return Order

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Practices

5-1: Ordering a Standard Item with Coverage

5-2: Ordering a Model
5-3: Viewing Fulfillment Lines and Orchestration Plan
5-4: Process Sales Orders for Projects
5-5: Setting Up Sales Agreements in Order Management
5-6: Setting Up Business Units for Selling Profit Centers

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Summary

In this lesson, you should have learned how to:

• Explain orders for different types of items
• Track an order through various stages of fulfillment

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