(25A) Oracle SCM Cloud: Order Management and Fulfillment Cloud Implementation

Overview of Order Management and Fulfillment

• Learning Objectives
• Topics
• Order Management and Fulfillment Business Flows
• Business Flow: Physical Goods
• Business Flow: Nonphysical Goods
• Business Flow: Return Order
• Topics
• Business Flow: Transfer Order
• Business Flow: Change Order
• Topics
• Order-to-Cash Process
• Order Management and Fulfillment Flow
• Order Management Integrations
• Integrations with Oracle Cloud Applications
• Business Case: End-to-End Flow
• Summary

Importing Orders

• Learning Objectives
• Order-to-Cash Process
• Importing Orders
• Topics
• Import Methods
• Direct Web Service Integration
• File-Based Data Import
• Import Template
• Business-to-Business Messaging
• Topics
• How Orders Are Imported
• Topics
• Importing Coverage and Subscription Lines
• Import of Coverage Order Line Against Configured Covered Items
• Using Order Import to Modify and Cancel Coverages
• Import of Coverage Return Lines
• Import of Subscription Lines
• Import of Revision
• Best Practice: Optimizing Import Processing
• Topics
• Sequence of Sales Order Numbers
• Sequence of Sales Order Numbers: Setup
• Practices: Overview
• Summary

Transforming Orders

• Learning Objectives
• Topics
• Transform Orders
• Transformation: Overview
• Sales Order Versus Transformed Order
• Transformed Order: Example
• Topics
• Types of Transformation
• Product-to-Product Transformation
• Attribute-to-Product Transformation
• Context-to-Product Transformation
• Product-to-Attribute Transformation
• Attribute-to-Attribute Transformation
• Context-to-Attribute Transformation
• Topics
• Setting Up Transformation
• Transformation Using Oracle Business Rules
• Practice
• Summary

Creating Orders

• Learning Objectives
• Topics
• Order-to-Cash Process
• Creating Orders: Flow
• Topics
• Types of Items
• Topics
• Item Definition
• Topics
• Ordering a Standard Item
• Topics
• Ordering a Configurable Item: Explained
• Configure the Model: Getting Started
• Referenced Models
• Pricing Configurable Items (Models)
• Topics
• Ordering a Service Item
• Ordering Subscriptions
• Consider these Possible Scenarios
• Setting Up the Order Management-Subscription Management
• Integration: Overview
• Service Item Charges and Invoices
• Topics
• Information You Can Capture on an Order
• Header
• More on Sales Credits
• Managing Order Representative
• Order Line Information
• More on Tax Determinants
• Shipping Information
• Capture Actual Delivery Date for a Shipment
• Billing and Payment Information
• Copying an Order
• Copying an Order – Considerations
• Copying an Order – Limitations
• Demo
• Practices
• Summary

Pricing Orders: Pricing Strategies

• Learning Objectives
• Order-to-Cash Process
• Topics
• Pricing in Order Management
• Pricing Setup
• Business Use Case
• Topics
• Pricing Strategies: Overview
• Pricing Strategies: Customer Pricing Profiles
• Pricing Strategies: Pricing Segments
• Pricing Strategies: Pricing Strategy Assignments
• Pricing Strategies
• Price Execution: Derive Pricing Strategy
• Topics
• Matrixes: Overview
• Matrix Classes
• Matrix Types
• Matrix Rules
• Demo
• Practices
• Summary

Pricing Orders: Price Lists

• Learning Objectives
• Order-to-Cash Process
• Topics
• Price Lists
• Price List
• Price Lists: Types
• Price List Use Case
• Charges
• Charges: Examples of Calculations
• Adjustments: Tier-Based
• Tier-Based Adjustment: Example
• Adjustments: Attribute-Based
• Attribute-Based Adjustments: Example
• Item Extensible Attributes for Attribute-Based and Category-Based Rules
• Setting Up Adjustments Based on the Item Category
• Adjustments Based on Item Category: Where to Perform the Setups
• Setting Up Adjustments Based on Item Category Using the Price
• Adjustment Matrix
• Adjustments: Manual
• Pricing of Standard Items
• Pricing of Configurable Items (Models)
• Pricing of Coverage Items
• Pricing of Subscription Items
• Demo
• Topics
• Price List Maintenance: Redwood
• Price List Maintenance: ADFdi
• Price List Maintenance: File-Based Data Import
• FBDI: Uploading a Batch
• FBDI: Understanding the Price List Import Batch Template
• Price List Maintenance: Charges and Tiers
• Maintenance: Deleting Pricing Data from Interface Tables
• Practices: Overview
• Topics
• Price Lists – New
• New Price Lists User Interface
• Price List – Approvals
• Summary

Pricing Orders: Discounts and Promotions

• Learning Objectives
• Order-to-Cash Process
• Topics
• Discount List Use Case
• Discount Lists
• Simple Discounts
• Tier-Based Discounts
• Attribute-Based Discounts
• Item Extensible Attributes for Attribute-Based and Category-Based Rules
• Setting Up Discounts According to the Item Category
• Discounts According to Item Category: Where to Perform the Setups
• Establishing Discounts for Configurable Models
• Demo
• Topics
• Discount Lists: Management
• Practice
• Topics
• Maintenance: Deleting Pricing Data from Interface Tables
• Topics
• Discount Lists – New
• Managing Discount Rules for Standard Items
• Managing Discount Rules for Component Items
• Topics
• Pricing Promotions in Order Management
• Benefits and Eligibility
• Creating Pricing Promotions
• Adding a Promotion Line
• Adding Benefits and Eligibility
• Creating Rules: Tips and Considerations
• Predefined Order Attributes You Can Use
• Implementing Pricing Promotions
• Allow Pricing to Consider Closed Lines When Pricing an Item
• Summary

Pricing Orders: Shipping Charge Lists

• Learning Objectives
• Order-to-Cash Process
• Topics
• Shipping Charge Lists: Overview
• Topics
• Shipping Charge List Use Case
• Topics
• Define Item-Based Shipping Charges
• Create Shipping Charges
• Demo
• Summary

Pricing Orders: Guidelines

• Learning Objectives
• Order-to-Cash Process
• Topics
• Guidelines: Overview
• Guideline Validation
• Topics
• Guidelines: How Do I Set Them Up?
• Make Price Elements Eligible for Use in Guidelines
• Create Conditions in the Pricing Matrix Class
• Map a Matrix Class to the Pricing Charge Guideline Matrix Type
• Map the Pricing Operation to the Pricing Process
• Demo
• Summary

Submitting Orders

• Learning Objectives
• Topics
• Order-to-Cash Process
• Order Submission
• Detailed Order Submission Process
• Topics
• Order Submission and Defaulting Extensions
• Flow of Order Submission and Defaulting Extensions
• Topics
• Validations
• Managing Configurator Behavior
• Topics
• Credit Check
• Credit Check Failure
• Topics
• Global Trade Management
• Summary

Extending Order Management

• Learning Objectives
• Order-to-Cash Process
• Extending Order Management
• Topics
• Service Mappings
• Service Mappings: Flow
• Service Mappings: High-Level Setup Steps
• Topics
• Order Management Order Profiles
• Topics
• Order Management Parameters: General Parameters
• Order Management Parameters
• Topics
• Using Order Management Extensions
• Creating Order Management Extensions
• Order Management Extensions
• Extension Events
• Order Management Data: Read Access (all events)
• Order Management Data: Write Access
• Filtering Lines In Extensions, Rules, and Constraints
• Topics
• Personalizing the Order Management Landing Page
• Modifying the Order Management Landing Page
• Privileges for Modifying the Landing Page
• Topics
• Extensible Flexfields (EFFs)
• Extensible Flexfields on UI Pages
• Extensible Flexfields: Deployment
• Extensible Flexfields: Setup
• Migrating Setup Data
• Summary

Managing Approvals

• Learning Objectives
• Order-to-Cash Process
• Approvals
• Topics
• Approvals: Introduction
• Serial Approval
• Parallel Approval
• Parallel Approval: Example
• Topics
• High-Level Approval Flow
• Setup: High-Level Steps
• Alter the Approval Task: Assignees, Deadlines
• Alter the Approval Task: Notifications, Access, Configuration
• Create an Approval Rule
• Set Up the Start Approval Process for Sales Orders Parameter
• Demo
• Practice
• Summary

Managing Processing Constraints

• Learning Objectives
• Order-to-Cash Process
• Processing Constraints
• Topics
• Processing Constraints: Introduction
• Processing Constraint Components
• Topics
• Managing Constraint Entities
• Demo
• Topics
• Managing Processing Constraints
• Importing and Exporting Processing Constraints
• Practices: Overview
• Summary

Assigning Orchestration Processes

• Learning Objectives
• Order-to-Cash Process
• Topics
• Managing Orchestration Process Assignment
• Sales Order Before and After Process Assignment
• Managing Orchestration Process Assignment Rules
• Topics
• Orchestration Groups
• Practice
• Summary

Defining Orchestration Processes

• Learning Objectives
• Order-to-Cash Process
• Topics
• Orchestration
• Topics
• Task Types Predefined
• Predefined Task Types: Explained
• Creating Your Own Task Type
• Creating Your Own Task Type: Additional Setup
• Topics
• Predefined Orchestration Processes
• Managing an Orchestration Process Definition
• Topics
• Dependencies Between Steps
• Demo
• Topics
• Oracle Business Rules (OBR) in Orchestration Process Definitions
• Demo
• Topics
• Validating New or Updated Orchestration Process Definitions
• Topics
• Setting Up Orchestration Processes for Coverage Items
• Setting Up Orchestration Processes for Coverage Items: Fulfillment Lines in
• Same Instance
• Setting Up Orchestration Processes for Coverage Items: Fulfillment Lines in
• Different Instances
• Topics

Setting Up an Orchestration Process to Reduce Inventory When a Sales Order Isn’t

• Picked or Shipped
• Demo
• Practices: Overview
• Summary

Managing Statuses

• Learning Objectives
• Order-to-Cash Process
• Topics
• Managing Statuses
• What Are Statuses?
• Topics
• How Statuses Are Assigned
• Topics
• Status Setup
• Setting Up Status Values
• Setting Up Task Status Conditions
• Process Class and Status Catalog
• Setting Up Status Conditions
• Orchestration Process Status Conditions
• Fulfillment Line Status Conditions
• Practices: Overview
• Summary

Planning Orchestration Processes

• Learning Objectives
• Order-to-Cash Process
• Orchestration Process Planning
• What Is Planning?
• Practice
• Summary

Deploying Orchestration Processes

• Learning Objectives
• Order-to-Cash Process
• Deploying Orchestration Processes
• Releasing and Deploying the Orchestration Process Definition
• Practice
• Summary

Managing Jeopardy

• Learning Objectives
• Order-to-Cash Process
• Topics
• Managing Jeopardy
• What Is Jeopardy?
• Topics
• Managing Jeopardy Priorities
• Topics
• Managing Jeopardy Threshold Definitions
• Demo
• Summary

Promising Orders: Introduction and Overview

• Learning Objectives
• Order Promising
• Functional Architecture: Supply Chain Planning and Oracle Global
• Order Promising
• Functional Integration Touchpoints
• Functional Components
• Key Functionality
• Advanced Fulfillment Techniques
• Promising of Configure-to-Order Items
• Work Area for Managing Order Backlog
• Summary

Promising Orders: Rules

• Learning Objectives
• Topics
• Sourcing Rules
• Global and Local Sourcing Rules
• Global Sourcing Rules and Assignment
• Creating Sourcing Rules
• Assigning Sourcing Rules
• Supported Assignment Levels for Global Sourcing
• Sourcing Rule and Assignment Setup: Example
• Local Sourcing Rules
• Demo
• Topics
• ATP Rules
• Promising Attributes: Promising Modes
• Promising Mode: Supply Chain Availability Search
• ATP Rule Assignment
• Demo
• Practice
• Summary

Promising Orders: Key Functionality

• Learning Objectives
• Topics
• Order Promising Workflow
• Check Availability: Key Features
• Check Availability
• Alternate Availability Options
• Reviewing Promising When You Prioritize and Reschedule Order Lines
• Promising Only After You Release Holds On Lots
• Topics
• Capable-to-Promise
• Topics
• Profitable-to-Promise
• Demo
• Topics
• Fulfillment Line Splits
• Topics
• End Item Substitution
• Topics
• Support Advanced Fulfillment Techniques
• Topics
• CTO Promising
• Topics
• Global Order Promising Work Area
• Demo
• Summary

Promising Orders: Administration and Data Collection

• Learning Objectives
• Topics
• Data Collections for Global Order Promising
• Collected Data
• Collecting Data from Ad Hoc Processes
• Setting Up Data Collection from Ad Hoc Processes
• Consume Supply for Draft Orders When Collecting Data
• Data Collections Using File-Based Import
• Global Order Promising Data You Can Collect Through File-Based
• Data Import
• Order Management Data You Can Collect Using File-Based Data Import
• Data Collection Configuration Summary
• Data Collection from Files: Uploading the File
• Data Collection from Files: Running the Scheduled Process
• External Source System Setup
• Cross-Reference Data Collections Setup Detail
• Viewing the Cross-Reference Collected Data Setup Detail
• Topics
• Administration: When Not to Restart the Global Order Promising Engine
• High-Volume Order Promising: Functionality It Enables
• Using Pick-Pack Lead Time
• Enabling Real-Time On-Hand and In-Transit Supply Data for
• Available-to-Promise Calculations
• Reduce Inventory When a Sales Order Doesn’t Require Picking or Shipping
• Enabling Inventory Reduction When a Sales Order Doesn’t Require
• Picking or Shipping
• Enabling Inventory Reduction When a Sales Order Doesn’t Require Picking or
• Shipping (continued)
• Administration: Real-Time Supply Update
• Summary

Shipping Orders: Overview

• Learning Objectives
• Topics
• Shipping Process Flow and Users
• Integrated Trade Compliance in Oracle Inventory
• Integrated Transportation in Oracle Inventory Management
• Integrating with an External Manufacturing System
• Topics
• Pick Release Process Flow
• Topics
• Ship Confirm Process Flow
• Topics
• Quick Shipment
• Demo
• Summary

Shipping Orders: Basic Setup

• Learning Objectives
• Topics
• Shipping Parameters
• Shipping Parameters: General
• Shipping Parameters: Pick Release
• Shipping Parameters: Shipment Grouping
• Topics
• Carriers
• Topics
• Shipping Cost Types
• Topics
• Shipping Documents
• Shipping Document Job Sets
• Managing Shipping Document Job Set Rules
• Managing Shipping Document Output Preferences
• Shipping Document Sequences
• Topics
• Shipping Exceptions
• Topics
• Shipping Lookups
• Topics
• Shipping Process Flow and User Roles
• Demo
• Practice
• Summary

Shipping Orders: Manage Pick Waves

• Learning Objectives
• Topics
• What Is a Pick Wave?
• Pick Wave Usage
• Pick Release Process Options
• Pick Release
• Topics
• Movement Request
• Topics
• Pick Wave Release Rule
• Demo
• Topics
• Release Sequence Rules
• Topics
• Picking Rules
• Picking Rule Assignments
• Topics
• Pick Slip Grouping Rule
• Shipping Document Job Sets
• Practice
• Summary

Shipping Orders: Confirm Picks

• Learning Objectives
• Topics
• Pick Confirmation: Overview
• Pick Confirmation Process
• Release Process Options
• Topics
• Manual Pick Confirmation Setup
• Automatic Pick Confirmation Setup
• Demo
• Practice
• Summary

Shipping Orders: Confirm Shipment

• Learning Objectives
• Topics
• What Is Ship Confirm?
• Pick Release and Ship Confirmation Process Options
• Topics
• One-Step Shipping
• Ship Confirmation
• Ship Confirmation Actions
• Topics
• Shipping Confirmation Rules
• Topics
• Ship Confirm Rule: Shipping Parameters
• Consolidation of Backordered Lines
• Topics
• Shipment Consolidation
• Practice
• Summary

Revising Orders

• Learning Objectives
• Topics
• Order-to-Cash Process
• Change Order Processing
• Topics
• Business Flow: Revise Order
• Revising an Order
• Search for Multiple Sales Orders and Apply Actions to Them
• High-Level Steps to Enable Search and Action to Multiple Sales Orders
• Creating Your Search Indexes
• Managing Your Search Indexes
• Setting Up Your Search View
• Revise Order – Copying Data from Another Order
• Change Processing: Concepts
• Change Processing: Before
• Change Processing: Evaluating the Differences
• Change Processing: Compensating the Process
• Change Processing: Result
• Updating Orders with Split Lines Resulting from Partial Shipment: Overview
• Updating Orders with Split Lines Resulting from Partial Shipment: Creating
• a Revision
• Change Management on Updates to a Fulfillment Line That Was Split for
• Partial Shipment
• Enabling Update of Split Order Lines for Partial Shipment
• Applying Actions on Multiple Sales Orders
• Summary

Setting Up Change Order Processing

• Learning Objectives
• Order-to-Cash Process
• Change Order Processing
• Change Management Setup: Overview
• Topics
• Change Management and Change Attributes
• Change Management and Processing Constraints
• Topics
• Compare Change Order to Fulfillment Values
• Topics
• Change Management Attributes on the Orchestration Process Definition
• Topics
• Order Attributes That Identify Change (Change Attributes)
• Topics
• Compensation
• Demo
• Practice
• Summary

Managing Holds

• Learning Objectives
• Order-to-Cash Process
• Managing Holds
• Topics
• Holds in Order Management
• Topics
• Applying Holds Manually
• Applying Holds Automatically
• Topics
• Releasing Holds Manually
• Releasing Holds Automatically
• Topics
• Setting Up Holds on the Manage Hold Definitions Page
• Setting Up Holds Using Order Management Extensions
• Demo
• Summary

Understanding External Integration

• Learning Objectives
• Topics
• External Integration: Introduction
• Managing Integration with Order Management
• Topics
• Managing External Interface Web Service Details
• Topics
• Oracle Integration for Oracle SaaS
• Topics
• Manage External Interface Routing Rules
• Topics
• Business Event Notification
• Business Event Trigger Points
• Topics
• Fulfill Order Task Layer
• Topics
• Custom Task Layer
• Demo
• Summary

Overview of Project-Driven Supply Chain

• Introducing Project-Driven Supply Chain
• Project-Driven Supply Chain
• Features of Project-Driven Supply Chain
• Summary of Actions Needed to Use Execute Project-Specific Manufacturing
• Associated Training
• Additional Resources

خاتمة

• Learning Objectives
• Order-to-Cash Process
• Optional Practice