Oracle e-Business Suite Training
Oracle Order Management
Overview
This course is designed to give delegates the knowledge to use 11i Order Management to manage the order fulfilment process from order entry, through to shipping confirmation and generation of sales invoices through the AutoInvoice process.
Prerequisites
The ability to navigate competently in Oracle 11i Applications would be advantageous. Knowledge of the order management process in the delegate's own organisation is required.
Objectives
By the end of the Oracle Order Management course, delegates will know how to manage customer accounts and to enter and manage orders. They will also learn how to update orders, perform mass changes on orders, create holds, cancel and close orders. They will practice interfacing order lines to Oracle Accounts Receivable in order to generate sales invoices.
Outline
Course Contents - DAY 1
Course Introduction
- Administration and Course Materials
- Course Structure and Agenda
- Delegate and Trainer Introductions
Session 1: INTRODUCTION TO ORACLE ORDER MANAGEMENT
- Sales Orders
- Returns
- Cancellations
- Copying Orders
- Querying Orders or Returns
- Generating Invoices and Credit Notes
- Pricelists
- Mass Changes
- Holds
- Integration with Other Modules
- Folder Functionality
Session 2: SALES ORDERS
- Standard Orders
- Quick Orders
- Standard Orders without Locators
- Quick Orders without Locators
- Standard Orders with Locators
- Quick Orders without Locators
Session 3: RETURNS
- Returns with Inventory Receipt
- Returns without Inventory Receipt
Session 4: CANCELLATION OF ORDERS AND RETURNS
- Cancelling Individual Order or Return Lines
- Cancelling Entire Orders or Returns
Session 5: COPYING ORDERS
- Copying Orders
- Quick Copy
- Header Copy
- Lines Copy
- Pricing Options Copy
- Copying Lines from One Order to Another
Session 6: QUERYING ORDERS OR RETURNS
- Run a Query Using Order Organizer
- Saving a Query
- Re-running a Saved Query
- Deleting a Particular Order
Session 7: GENERATING INVOICES AND CREDIT NOTES
- Running the AutoInvoice Process
- Querying Invoices and Credit Notes
Session 8: PRINTING INVOICES AND CREDIT NOTES
- Run the Print Request
- Monitor the Print Request
Session 9: PRICELISTS
- Creating a Pricelist
- Maintaining Pricelists
- Price Adjustments Using the Price List Setup Screen
- Price Adjustments Using the Adjust Price List Screen
- Additions Using the Price List Setup Screen
- Additions Using the Add Items to Price List Screen
- Copying a Price List to Create a New Price List
Session 10: MASS CHANGES
- Mass Changes at Order Header Level
- Mass Changes at Order Line Level
Session 11: HOLDS
- Applying Holds
- View Orders that are on Hold Source
- View Hold History
- Define a Hold Source
- Apply a Hold to a Single Existing Order or Return
- Apply a Hold to Multiple Order Lines or Return Lines
- Releasing Holds
- View or Release a Hold Source
- Release a Single Existing Order or Return
- Release a Specific Order Line or Return Line
- Release Multiple Orders or Returns
- Release Multiple Order or Return Lines
- Release Multiple Order or Return Lines for Expired Holds
- Reports
Session 12: BACKORDERS
- Check Status of backordered lines
- Pick Release backordered items
- Invoice backordered items
- Backorder Reports
Session 13: ORDER MANAGEMENT SET UP
- Shipping Execution Roles
- Copy an Existing Shipping Execution Role
- Grant a Shipping Execution Role to a User
- Charges Set Up
- Set Up a Transaction Type Line
- Set Up a Transaction Type Order