Oracle Order Management

Manufacturing Functional Foundation

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Objectives

After completing this lesson, you should be able to do

the following:
Describe the Order Management process flow
Identify the Entity Relationship Diagrams (ERDs)
and major tables used in Order Management
Discuss the open interfaces and Application
Programming Interfaces (APIs) for Order
Management

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Agenda

Order Management Overview

Order Management Transactions and Entity
Relationship Diagrams (ERDs)
Order Management Application Programming Interfaces
(APIs) and Open Interfaces

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Order to Cash Lifecycle

Order Management

Enter and
Price Orders

Receivables

Invoice

Shipping Execution

Book
Orders

Pick
Release

Ship
Confirm

AutoInvoice
Cash Management

Receiving
Payment
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Bank
Reconciliation

Order Entry
Enter a (Quick)Sales Order,
Blanket Sales Agreement,
Drop Shipment,
Internal Order or Copy an Order

EDI / XML

Import
from
CRM (Quoting /
iStore)

Order
Order
Import
Interface

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Managing Orders

View and
perform actions
on

Orders

Find in the Order Organizer

or
Query in the Sales Orders or Pricing
and Availability windows

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Order Lines

Basic Pricing

Basic pricing, integrated in Order Management,

enables you to:
Set up price lists and secondary lists
Create static formulas
Calculate discounts by percentage or amount
Apply surcharges, freight, and special charges
Set up pricing agreements
Define attributes for pricing contexts
Set Government Service Administration (GSA)
pricing

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Pricing Process

Enter
order line
with
item(s) /
service

Price list or
agreement is
called for
pricing the
item

Modifiers
are applied
to change
the listed
price

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Unit price is
calculated on
the order line
for the
item(s) /
service

Sales Order Scheduling

Schedule Actions

Description

ATP Inquiry

Makes delivery commitments to

customers when taking orders, or to
verify from where lines can be
fulfilled.

Schedule / Unschedule

Provides schedule dates and

warehouses that will fulfill the
customers requests.

Reserve / Unreserve

Allocates inventory to specific order

lines from a warehouse,
subinventory, lot, or revision.

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Order Management Integration

Product Suite

Product(s)

Supply Chain
Management

Inventory, Bill of Material,

Install Base,
Configurator, Pricing,
Shipping, DBI, Planning

Financials (including
Procurements)

Receivables, Payments,
Credit Management, GL,
TCA, eBTax

CRM (including JTF)

Quoting, iStore, Web

Analytics

Miscellaneous

Workflow, XML Gateway,

e-Commerce Gateway

And many more

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Oracle Order Management Suite

Order Management
Shipping Execution
Configurator
Advanced Pricing
Release Management
e-Commerce / XML Gateway

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Shipping Execution Overview

Trip and Delivery Planning

Picking Release
Ship Confirm

Pick Release

Ship Confirm

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Configurator Overview

Configurator includes:
Pick to Order /Kits
Assemble to Order
Configure to Order

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Advanced Pricing Overview

Entered
order line

Multiple
Price lists or
agreements

More Modifiers,
Point/Range
Price Breaks,
and Dynamic
Formulas

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Unit price

Release Management Overview

Order Management

Customer Demand

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e-Commerce / XML Gateway Overview

EDI / XML
Gateway

Order
Management

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Agenda

Order Management Overview

Order Management Transactions and Entity
Relationship Diagrams (ERDs)
Order Management Application Programming Interfaces
(APIs) and Open Interfaces

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Sales Order Window

Enter, view, and update sales orders using the Sales

Orders window. You can also enter returns using the
Sales Orders window.

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Order Management Summary

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OE_ORDER_HEADERS_ALL

This table stores

information about order
headers.
Each row includes the
customer name, order
type, and payment
information.
The order header
remains open until all
lines are closed and then
is closed as part of the
end of month process.

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OE_ORDER_LINES_ALL

This table stores information about order lines.

Each row includes the customer bill-to and ship-to
as well as the item ordered, pricing, and shipping
information.
Each order line follows its own workflow path.
Therefore a mixed order can contain both order and
return lines.

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OE_TRANSACTION_TYPES_ALL

This table stores information about transaction types.

Each row includes the workflow that the order and lines
will follow to complete the process as well as other
defaults such as invoice rules, accounting rules and
shipping information.
There are no seeded default transaction types. There
are seeded workflows that can be used to create the
transaction types.

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OE_PAYMENTS

This table stores information about payment

types.

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OE_ORDER_HOLDS_ALL

This table stores information about order holds.

Oracle Order Management provides you with the ability
to apply holds to orders, returns, and lines in the Sales
Orders window. In addition, you can apply holds for
existing or future single or multiple orders, returns, and
lines.
Each row contains the information on one hold
including who placed it and who released it.

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QP_LIST_HEADERS_B

This table stores

information about price
list headers.
Price lists contain item
and item category prices.
You can define and
maintain multiple price
lists.
Each row includes list
name, description, and
currency information.

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QP_LIST_LINES
This table stores information about price list lines.
Each row includes list items, pricing, qualifiers,
secondary price list, and pricing formulas.
You can define the following types of prices on
price lists:
Unit price: Price of the item / service.
Percent Price: Price of the service item calculated as
percent of the items price
Formula: Multiple pricing entities and constant
values related by arithmetic operators.
Price Break: If the price of an item varies with the
quantity ordered, you can define bracket pricing or
price breaks.

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Agenda

Order Management Overview

Order Management Transactions and Entity
Relationship Diagrams (ERDs)
Order Management Application Programming Interfaces
(APIs) and Open Interfaces

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Order Management Interfaces

Process Order API

Order Import Interface
Receivables (Invoice) Interface
Ship Confirm Interface
And Many More

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Import Orders Concurrent Program

Order Import can import new, changed, and completed

sales orders or returns from other applications such as
a legacy system.

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Order Import Process

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OE_HEADERS_IFACE_ALL

This table stores information about Order Import

Header records for transactions imported into
Oracle Order Management.
Each row contains information on the originating
source, the change requested, pricing, shipping
methods, freight terms, and original transaction.

Source
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Order

OE_LINES_IFACE_ALL

This table stores information about order lines that are

imported from feeder systems into Oracle Order
Management.
Each row includes information on the originating
system, change that was made, shipment details, items
details, and original transaction.

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OE_CREDITS_IFACE_ALL

This table stores

information about order
sales credits that are to
be imported into Order
Management.
Each row includes
information on the
originating system, the
changes made, and the
sales credits.

Credit

Order Management

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Process Order API

Deleting
Inserting

Validating

Updating

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Summary

In this lesson, you should have learned how to:

Describe the Order Management process flow
Identify the major tables used in Order Management
Discuss the open interfaces and APIs for Order
Management

Copyright 2007, Oracle. All rights reserved.