OM - Oracle Order Management Process Flows

Oracle Order Management Process Flows OracleApps88
Contents
10 - Create and Book a Standard Sales Order
20 Pick Release and Ship Confirm a Standard Sales Order
30 Run the Auto Invoice Process
40 Review Transaction in Accounts Receivables
50 Drill Down From a Standard Sales Order to an AR Transaction
60 Create a Price List
70 - Run Standard Order Management Reports

10 - Create and Book a Standard Sales Order

a) Login to Oracle Applications and navigate to Order Management Responsibility>Orders,
Returns>Sales Orders.
b) The Sales Orders form opens. Click on (T) Order Information and on (T) Main enter the
Customer name. All other information on (T) Main will default based on the Customer Setup
information. Ensure the Order Type, Price List and Currency fields are populated. Review
information on this Main Tab and change accordingly.
c) Navigate to (T) Others and ensure the Payment Terms and other Parameters have
correctly defaulted. If not, proceed to change accordingly.
d) Navigate to (T) Line Items and enter relevant fields, which should include;
- Ordered Item
- Qty
- Unit Selling Price = this should default from the Price List
e) Once all data is correct on the Sales Order, proceed to Book the Sales Order, by clicking on (B)
Book Order. A message will appear that the Order has been Booked.
The order header status changes to Booked and the order line status
changes to Awaiting Shipping. After the order is successfully booked, you
are ready to perform the pick release and pick confirm.
20 Pick Release and Ship Confirm a Standard Sales Order

a) With Pick Release, the shipping module moves the item from a sub-inventory to a staging
area. Pick Release can only occur after a Sales Order is booked. Create and book a Standard
Sales Order.
b) Once the Sales Order is successfully Booked, Navigate to Order Management
Responsibility Shipping Release Sales Orders Release Sales Orders.
c) At the top of the Release Sales Order For Picking form, populate the following fields
accordingly;
- Based on Rule
- Document Set
d) Click on (T) Order

and enter the
following; - Orders
= All
- Order Number = Leave Blank to pick all eligible booked Sales Orders or enter Sales
Order Number to Pick a specific Sales Order. When entering a Sales Order number, click
Tab so that other fields default in.
e) Click on (T) Shipping. Enter the following data;

- Shipment Priority = Standard Priority
- Release Sequence Rule = Enter appropriate rule from LOVs
- Autocreate Delivery = Yes
- Auto Pick Confirm = Yes

- Autocreate Delivery Criteria = Within an Order
- Autopack Delivery = No
- Append Delivery = No
f) Click on the (T) Inventory. Enter the following data, if not defaulted;
- Warehouse = Select from LOVs
- Pick Slip Grouping Rule = Select from LOVs
- Allocation Method = Select from LOVs
- Auto Allocate = Yes
- Plan Tasks = No
Change other defaults as necessary.
g) Click on (B) Concurrent.

A message will appear Your concurrent request ID is xxx.
Click on (B) OK.
h) Click on (M) View and select Requests and view all Picking Documents such as Pick Slip
Report etc.
i) Ensure Sales Order has been Picked successfully and there are no exceptions.
Navigate to Orders, Returns Order Organizer and find the Sales Order that has been Picked.
The status on the Header should be Booked and the
status on the Lines should be Picked.
Once the status on the Sales Order Line has changed to Picked, the inventory has been moved
to the Staging area and ready to be shipped.
j) After successfully Picking the Sales Order, proceed to Ship

Confirm the Sales Order. Navigate to Order
Manangement Responsibility-->Shipping Transactions.
k) In the Query Manager form, enter your Order Number that was Picked successfully, and click
(B) Find.
l) The Shipping Transactions form will open. Click on (T) Lines/LPNs and take note of the Line
Status field = Staged/Picked Confirmed.
The Next Step field = Ship Confirm.

m) In the Shipping Transactions form, click on the (T) Delivery.

In the Actions box (bottom of form), select Ship
Confirm from the LoVs. Click on (B) Go.
n) The Confirm Delivery form will open. Ensure the following;

- Ship Entered Quantities is selected
- Unspecified Quantities says Ship
- Create Delivery for Staged Quantities is checked
- Set Delivery In-Transit is checked
- Close Trip is checked
- Defer Interface is unchecked
- Document Set defaults to
Ship Confirm Documents
Change other defaults as
necessary.
o) Click (B) OK. This should trigger off the Interface Trip Stop process in addition to
shipping documents. Go to (M) View and select Requests to view shipping documents.
Ensure all processes complete normally.
p) Navigate to Orders, Returns Order Organizer and find Sales Order that was shipped. On the
Sales Order, click (T) Line Items and ensure the Status has changed to Shipped.
q) After some time has passed, requery the Sales Order. The Order Header should be Booked
and the Order Lines should change be Closed. If setup to run automatically, the Workflow
Background Process will automatically close the Sales Order Lines. Once
ALL lines are in a Closed status, Auto Invoicing can take place.
30 Run the AutoInvoice Process

N.B. Query all Sales Orders and review Order Lines to ensure that the status have all changed to
`Closed PRIOR to running the AutoInvoice Processes.
If some lines on a sales order are still in Shipped status you can end up with multiple invoices per
Sales Order.
a) Navigate to Order Management Responsibility Receivables Interfaces AutoInvoice. Select

Single Request and click (B) OK.
b) The Run AutoInvoice form will open. In the Name field, select Autoinvoice Master Program
from the LOVs. Click (B) OK.
c) In the Parameters form enter relevant data such as the following (N.B. All yellow fields MUST
be filled out):
Number of Instances
Organization
Invoice Source
Default Date
(Low) Sales Order Number < Leave blank to generate all Invoices or enter specific Sales Order
number>
(High) Sales Order Number <Leave blank to generate all Invoices or enter
specific Sales Order number> Click on (B) OK and (B) Submit.
d) Go to (M) View Requests. 2 processes should be kicked off Autoinvoice Master Program and
Autoinvoice Import Program. Ensure these processes complete normally.
40 Review Transaction in Accounts Receivables
a) Navigate to Order Management Responsibility Receivables Transactions Transactions

Summary. The Transactions Summary window will open.
b) Click on (I) Find and in the Sales Order Number field, enter the Order number. Enter other
search criteria as prompted. Click on (B) Find.
c) The Transactions form will Open. In the Transactions form, click on (B) Line Items to
review Sales Order information. Click on (B) Distributions to view accounting entries.
50 Drill Down From a Standard Sales Order to an AR Transaction
a) Navigate to Order Management responsibility Orders,
Returns Order Organizer. Enter the Sales Order Number
and click on (B) Find.
b) Go to (T) Line Items, (B) Actions and select Additional Line Information. Click on (B) OK
b) In the Additional Order Information form click o (T) Invoices/Credit Memos to view the
Invoice. Click on (B) Invoice Details.
60 Create a Price List

a) Navigate to Advanced Pricing responsibility Price Lists Price List Setup. Enter the following
information;
- Name
- Active = Selected
- Description
- Currency
- Round To Effective Dates
- Freight Terms/Freight Carrier
- Payment Terms
Click on (I) Save.
b) Create Price List Lines by clicking on (T) List Lines. Enter one Product in the Product region:
- Product Context
- Product Attribute
- Product Value
- Product Description = defaults
- UOM
- Primary UOM
- Line Type
- Application Method
- Value
- Start Date
- Precedence
Click on (I) Save.

70 - Run Standard Order Management Reports
Navigate to Order Management Responsibility Reports, Requests Run Reports (this can be
done daily, weekly or monthly).
The following are suggested Standard Order Management Reports:

Cancelled Order The Cancelled Orders Report reviews all orders that have
been cancelled. This report provides a summary of each cancelled order,
including order number, customer name, line number and item, the date, and
the quantity cancelled.
This report can be used to report total dollars cancelled in a specified time-frame,
and enable you to evaluate the most common cancellation reasons, review
cancellations by salesperson, or review cancellations by customers.
Order Discount Summary Report - The Order Discount Summary Report reviews
discounts applied to orders. This report provides order level pricing information,
including agreement, salesperson and total order discount.
Order/Invoice Summary Report - The Order/Invoice Summary Report reviews

summary invoice information about orders that have invoiced, including ordered
amount, invoiced amount, adjusted receivables, and balance due. Order
Management automatically sorts this report by order type and lists all orders that
have been invoiced.
Order/Invoice Detail Report - The Order/Invoice Detail Report reviews detailed

invoice information for orders that have invoiced. You can Select from a variety
of parameters to print the invoice information for a specific order or group of
orders. If there are no invoices for a particular order that meets your parameter
criteria, Order Management prints in the report that no invoices exist for that
order.
Orders Summary Report - The Orders Summary Report provides a one-line order
summary by currency and order type. The report enables you to quickly
summarize orders by entities such as customer or salesperson and can be used to
supplement on-line inquires via the Sales Order Organizer.
Unbooked Orders Report The Unbooked Orders Report reviews orders you have
entered but not booked.
Outstanding Holds Report - The Outstanding Holds Report reviews order holds
for the customer or customers you select. This report displays the order number,
order date, ordered items, and order amount for each order line on hold for each
customer you select. It is automatically sorted by customer, order number, order
line, and then order line detail. Hold Comment are listed in the report output, if
available. This report lists only orders on hold, not orders that have been released
from hold.

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Oracle Order Management Process Flows OracleApps88

10 - Create and Book a Standard Sales Order

20 Pick Release and Ship Confirm a Standard Sales Order

30 Run the Auto Invoice Process

40 Review Transaction in Accounts Receivables

50 Drill Down From a Standard Sales Order to an AR Transaction

60 Create a Price List

70 - Run Standard Order Management Reports

10 - Create and Book a Standard Sales Order

20 Pick Release and Ship Confirm a Standard Sales Order

d) Click on (T) Order

e) Click on (T) Shipping. Enter the following data;

- Auto Pick Confirm = Yes

Change other defaults as necessary.

g) Click on (B) Concurrent.

j) After successfully Picking the Sales Order, proceed to Ship

The Next Step field = Ship Confirm.

m) In the Shipping Transactions form, click on the (T) Delivery.

n) The Confirm Delivery form will open. Ensure the following;

30 Run the AutoInvoice Process

a) Navigate to Order Management Responsibility Receivables Interfaces AutoInvoice. Select

specific Sales Order number> Click on (B) OK and (B) Submit.

40 Review Transaction in Accounts Receivables

a) Navigate to Order Management Responsibility Receivables Transactions Transactions

50 Drill Down From a Standard Sales Order to an AR Transaction

a) Navigate to Order Management responsibility Orders,

Returns Order Organizer. Enter the Sales Order Number

and click on (B) Find.

60 Create a Price List

Click on (I) Save.

Click on (I) Save.

70 - Run Standard Order Management Reports

The following are suggested Standard Order Management Reports:

Order/Invoice Summary Report - The Order/Invoice Summary Report reviews

Order/Invoice Detail Report - The Order/Invoice Detail Report reviews detailed

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