11i desktop procedure om

8/8/2019 11i Desktop Procedure OM

1/53

ORDER MANAGEMENT

TRAINING TEMPLATE

Prepared for:

Project Name:

Authors: Abaris, Inc.

Phase:

Application: Oracle Order Management

Reviewers:

Last Revision:

Filename: 11i Desk Top Procedure OM


2/53

DOCUMENT CONTROL

CHANGE RECORD

Date Author Version Change Reference

REVIEWERS

Name Position

41104755.doc Abaris, Inc. Confidential Page 2 of 53


3/53

TABLE OF CONTENTS

DOCUMENT CONTROL ........................................................................2

ORDER PROCESSING..........................................................................4

RETURNS (RMA OR RECEIPT, NO CREDIT ORDERS)...............................21

SALES ORDERS DROP SHIPMENT....................................................23

REQUISITION INTERFACE, PURCHASE ORDER CREATION AND RECIEPT 29

QUICK CUSTOMER ENTRY FOR DROP SHIPMENTS...............................38

ORACLE PRICING..............................................................................40

ENTERING MANUAL PRICE LISTS - HEADER........................................40

ENTERING MANUAL PRICE LISTS LINES...........................................47



4/53

ORDER PROCESSING

ORACLE SCREEN PROCEDURAL STEPS

ORDER ENTRY AND BOOKING

1. Navigation to the Order Organizer window.

Order Management Super UserOrders,

ReturnsOrder Organizer

2. The Find Orders Window opens.

3. Click on the New Order button.

4. The Sales Orders Window opens.

5. Type or select a Customer

6. Enter a Customer PO number (Required).



5/53


7. Type or select a Ship To Location

8. Type or select a Bill To Location

9. Order Type & Price list will default, but can bechanged.

10. Save your work.

11. Status will equal Entered and the Order Numbershould automatically generate.

12. Write down the Order Number that is automaticallygenerated: 5000010 .

13. Click on the Others Tab.

14. Enter a Sales Channel or select one from the List.

15. Review the remaining information and change asappropriate.

16. Click on the Line Items Tab.

Select an Ordered Item(s) and enter the following:

Note: Need to use ABC COMPANY Sales Partnumbers

Qty enter the ordered quantity



6/53


The UOM and Unit Selling Price should default. If youwould like, enter additional line items by clickinganywhere on the next line.

Note: ABC COMPANY must also enter theScheduled Ship Date in the first screen or on theShipping tab.

17. Save your work.

Click on the following Tabs and review the information:

18. Pricing

19. Shipping Verify Warehouse and Demand Class

20. Addresses Verify Bill-To and Ship-To information



7/53


21. Returns only needed for RMAs, RA orders orReceipt, No Credit orders

22. Services Currently not used at ABC COMPANY

23. Others



8/53


24. Click the Book Order button at the bottom right handcorner of the form.

Note: The Additional Line Attribute Information

Flexfield (in the Menu Tab) should populated beforeyou can book an order. If it does not auto-populate,you will need to supply the required values forVertical Market and Sales Part.

25. Review the Note and click the OK button.Note: the Status has changed to Booked. Close outthe form by clicking on the X in the right handcorner of the form.



9/53

PICK RELEASE

PICK RELSEASE (SINGLE ORDER)

1. Navigate to the Release Sales Orders window

Order Management Super UserShipping

Release Sales OrdersRelease Sales

Orders

2. Click in the Based On Rule field in the upper righthand corner of the form and choose a value from the list.

3. (Optionally) Enter the your Order Number in the OrderTab and click the tab button on your key board.

(Optionally) Enter Scheduled Ship Dates or RequestedShip Dates.


4. Shipping

5. Inventory



10/53

6. Click the Concurrent button at the bottom right handcorner of the form.

Review the Note and click the OK button.Note: A concurrent request is kicked off.

7. To view the concurrent request click on

ViewRequests from the Menu bar.

8. Click the Find button at the bottom right hand cornerof the form.

Make sure your concurrent request completes. You needto click on the Refresh Data button to update the screen.



11/53

9. Click on Request ID.

10. Click the View Output button at the right handbottom of the form.

You should be able to view an image of the Pick Slip.

11. Close out of this screen by clicking in the X in the topright hand corner of the form.



12/53

SHIP CONFIRM

SHIP CONFIRM (Single Delivery)

1. Navigate to the Transactions window

Order Management Super UserShipping

Transactions

Or

ABC COMPANY ShippingShipping Ship Confirm

2. Enter the Order Number under the Line region andclick the tab key on your keyboard.

3. Click the Find button in the bottom right hand cornerof the form.

4. Tab to the Shipped Quantity box and fill in thequantity to ship.



13/53

5. Tab to the serial numbers box and fill in the serialnumber.

6. For multiple serial numbers pull down the tools menuto serial numbers.

7. Click on the individual button

8. Enter the serial numbers and press the done buttonwhen all have been entered

9. Repeat these steps for all lines to ship.

10. Click on the Delivery Tab.

11. Under the Actions region click on the down arrowselect Ship Confirm.



14/53

12. Click on the Detail button at the bottom right hand

side of the form.

13. Enter the following information: Waybill, and GrossWeight.

14. Click the Done button at the bottom right hand sideof the form.

15. Click the Go button.

16. Select Ship Entered Quantities in the Ship Optionssection.

17. Click the OK button.

Note: The system will give you a WarningMessage if there are any errors or warnings inthe deliveries selected for Ship Confirm.

A concurrent request has been generated.18. Close this form by clicking the X in the top right handcorner of the form.

19. Click ViewRequests from the Menu bar.



15/53

20. Click the Find button.

Make sure the concurrent request completes. You needto click on the Refresh Data button to update the screen.

21. Click on your ABC COMPANY Packing Slip Reportand click on the View Output button at the bottom righthand side of the form.

View the Packing Slip. Close out the form by clicking X atthe top right hand corner of the form.

22. Close the form by clicking the X in the right topcorner of the form.



16/53

AUTO-INVOICE

AUTOINVOICE (Completed in AR)Note: This is done in AR Not in OM

From the Menu bar click on FileSwitchResponsibility

1. Navigate to the AutoInvoice window.

Receivables Manager InterfacesAutoInvoice

2. Choose the type of request you want to run.

3. Click in the Name field on the LOV

4. Highlight the AutoInvoice Master Program.Note: ABC COMPANY uses the ABCCOMPANY AutoInvoice Revenue Correctionprogram, which must be run in a set.



17/53


The Parameters window opens.

6. Select the following Invoice Sources from the LOV:ABC COMPANY Order Entry

7. Enter the Default Date: Todays date

8. (Optional) Enter your (Low) Sales Order Number.

9. (Optional) Enter your (High) Sales Order Number.



18/53


11. Click the Submit button.

A concurrent request is generated.

12. Click the No button, if you do not want to submitanother request.

13. From the Menu bar select ViewRequests.


15. Make sure your concurrent request completes. Clickon your AutoInvoice Import Program line and click theView Output button.



19/53

16. View the report output to make sure the invoice wascreated successfully.

17. Close both forms by clicking the X in the top righthand side of the form.

DISPLAY INVOICE INFORMATION IN ORDERMANAGEMENT

Note: This is done in OM Not in AR

From the Menu bar click on FileSwitch

Responsibility

1. Navigate to the Order Organizer window

Order Manager Super UserOrders,

returns Order Organizer

2. Enter your Order Number.


4. Click the Open Order button.



20/53

5. Click the Actions button.

6. Highlight Additional Order Information


8. Select the Invoices / Credit Memos tab and view theInvoice Number that was generated.



21/53

RETURNS (RMA or RECEIPT, NO CREDIT ORDERS)




22/53



23/53

SALES ORDERS DROP SHIPMENT


ORDER ENTRY AND BOOKING

1. Navigation to the Sales Orders window.Order Management Super UserOrders,

ReturnsSales Orders

4. The Sales Orders Window opens.

5. Type or select a Customer

6. Enter a Customer PO number (Required).

7. Type or select a Ship To Location

8. Type or select a Bill To Location

9. Order Type & Price list will default, but can bechanged.

10. Select DS (Drop Shipment) as your Order Type.

11. Save your work.

12. Status will equal Entered and the Order Numbershould automatically generate.

13. Write down the Order Number that is automatically



24/53

ORACLE SCREEN PROCEDURAL STEPSgenerated: 114592 .

14. Click on the Others Tab.

15. Enter a Sales Channel or select one from the List.

16. Review the remaining information and change asappropriate.

17. Click on the Line Items Tab.

Select an Ordered Item(s) and enter the following:

Note: Need to use ABC COMPANY Sales Part

numbers

Qty enter the ordered quantity

The UOM and Unit Selling Price should default. If youwould like, enter additional line items by clickinganywhere on the next line.

Note: ABC COMPANY must also enter theScheduled Ship Date in the first screen or on theShipping tab.

18. Save your work.


19. Pricing



25/53


20. Shipping Verify Warehouse and Demand Class

Make sure to scroll to the right and select External as thesource type.

Note: The source type should default to externalwhen you choose DS as an Order Type. Butalways check to make sure.

21. Addresses Verify Bill-To and Ship-To information

22. Returns only needed for RMAs, RA orders or

Receipt, No Credit orders



26/53


23. Services Currently not used at ABC COMPANY

24. Others

25. Click the Book Order button at the bottom right handcorner of the form.

Note: The Additional Line Attribute InformationFlexfield (in the Menu Tab) should populated beforeyou can book an order. If it does not auto-populate,you will need to supply the required values for

Vertical Market and Sales Part.

26. Review the Note and click the OK button.Note: the Status has changed to Booked. Close outthe form by clicking on the X in the right handcorner of the form.

CHECK STATUS ON A DROP SHIPMENT LINE

1. Navigation to the Order Organizer window.



27/53

ORACLE SCREEN PROCEDURAL STEPSOrder Management Super UserOrders, ReturnsOrder Organizer

2. In the Find Order window enter in the Order Number.

3. Click on Find.

4. Verify that the status is booked.

5. Click on the Line tab.

6. Verify that the status is Awaiting Receipt.



28/53




29/53

REQUISITION INTERFACE, PURCHASE ORDER CREATION AND RECIEPT

REQUISITION INTERFACE (Completed in PO)Note: This is done in PO Not in OM

From the Menu bar click on FileSwitch

Responsibility

1. Navigate to the Run window.

Purchasing Super UserReportsRun

Note: This process will be run automatically inthe background but can be run manually.

2. Choose the type of request you want to run.

3. Click in the Name field on the LOV

4. Highlight the Requisition import Program.



30/53


6. The Parameters window opens.Select the following Invoice Sources from the LOV: OrderEntry

7. Select the following Group by from the LOV: Location

8. Click OK.


13. From the Menu bar select ViewRequests.



31/53


15. Make sure your concurrent request completes. Clickon your Requisition Import Program line and click theView Output button.

16. View the report output to make sure the invoice wascreated successfully.

17. Close both forms by clicking the X in the top righthand side of the form.

CREATE AND APPROVE PURCHASE ORDER

1. Navigate to the AutoCreate window.

Purchasing Super User

AutoCreate



32/53

2. Enter in your search criteria.

3. Click on Find.

4. Check the box next to the lines you want to auto-create into a purchase order.

5. Click Automatic.

6. If a supplier is not defaulted in, then select one fromthe LOV.

7. Click on Create.



33/53

8. Click on Approve

9. Click on OK.

RECEIVE A PURCHASE ORDER

1. Navigate to the Receipts window.

Purchasing Super UserReceivingReceipts

2. The Receipt Header window opens

Note: Behind it the Find Expected Receipts windowopens.



34/53

3. Click on the Find Expected Receipt window.

4. Enter in your Purchase Order number.

5. Click on Find.

6. Check the white box next to your order line.

7. Verify that you select DS (Drop Shipment) for theSubinventory.



35/53

8. Click on Lot - Serial

9. The Serial Entry screen opens.

Note: If the Serial numbers are not in a rangeclick on individual.

10. Enter in the serial numbers.

Note: You should have the same number ofserial numbers as your quantities.

11. Click on Done.

12. Save your work.

SEE PURCHASING INFORMATION FOR THE DROPSHIPMENT (Completed in OM)

Note: This is done in OM Not in PO

From the Menu bar click on FileSwitchResponsibility

1. Navigate to the Order Organizer window.

Order Management Super UserOrder,

ReturnsOrder Organizer

2. Enter in your Order Number.

3. Click on Find.

4. Click on the Lines tab and verify that the status is



36/53

closed.

5. Click on Actions button and select additional linesinformation.

6. Select the Drop Ship tab and you can review theinformation.



37/53



38/53

QUICK CUSTOMER ENTRY FOR DROP SHIPMENTS


DROP SHIP CUSTOMER SETUP

1. Navigate to the standard window.Order Management Super User

Customers Standard

2. Enter customers name in the Name field (Uppercase)and then click the Find button

3. Click on Find

4. Select a customer.

5. Entering a Ship-To address different than the Bill-Toaddress



39/53


6. On the Address tab, click the New button

7. Click on the Address field and enter the address

8. Click the OK button

9. Enter Ship To in the Usage field.

10. Enter Ship To location name in location and thecorresponding Bill To in the Bill To location field.

11. Click the Open button

12. Select a Salesperson

13. Save your work.



40/53

ORACLE PRICING

INTRODUCTION: Price lists are essential to ordering products because each item entered on an order must have a price.Each price list contains basic list information and one or more pricing lines. Creating and modifying existingprice list will be discussed. Before items can be added to price list they must first exist in the Item Master.

ENTERING MANUAL PRICE LISTS - HEADER


ENTERING MANUAL PRICE LISTS

1. Navigation

Order Management Super UserPricingPrice

Lists Price List Setup

Required Setup Steps

The Price Lists form will appear.

Name2. Enter a Price List name in the Name field.

Product Description3. Enter a Price List Description in the Descriptionfield (Optional).

Currency4. Verify the Currency field is accurate, this ischangeable.

Round To5. Verify the Round To field is accurate, this ischangeable. The Rounding Factor affects thedisplay of prices on the price list. If the factor is 2,then prices will be displayed as XX.XX, if roundingfactor is 0, then prices will show up as XX.

Effective Date6. Verify an Effective Date has defaulted.

Payment Terms/ Freight Terms/ Freight



41/53

ORACLE SCREEN PROCEDURAL STEPSCarriers/ Comment7. Enter Payment Terms, Freight Terms, FreightCarriers, and Comment (All Optional)

8. Save.

List Lines Tab

Product Context9. Select the Product Context, Item.

Product Attribute10. Select the Product Attribute, Item Number.

Product Value11. Select or enter the Product Value, the actual

Item

Product Description12. Description of product (optional).

UOM13. Verify or select the UOM.

Line Type14. Verify or select the Line Type.

Application Method15. Verify or select the Application Method.

Value

16. Enter a Value, which represents the unit listprice.

Start Date/End Date17. Review the Effective Dates, for which the itemprice is valid.

18. Save your work.



42/53


Optional Setup Steps

Click on the Secondary Price List tab. (This is an optionalstep.) Secondary price lists may be used when enteringan order. If the product does not exist on the primaryprice list selected/referenced on the order it will look tothe secondary price for the product and pull that pricinginformation if the product is found.19. Select from the List of Values the Secondary PriceList.

Note: The Precedence and Description will defaultin.

20. Save your work.

COPYING A PRICE LIST

Note: You can create a new price list from anexisting one. You can only copy to a new price list.Do not create the price list before using this feature.You can copy all or some of the price list lines.Copying Price List can be found under the OrderManagement Super User responsibility.

1. Navigate to the Copy Price List window.

Order Management Super UserPricing

Price ListsCopy Price List

2. In the Copy From region select an existing Price Listfrom which the data will be copied.

Note: The Currency and Description will default.

3. Select the range of Items or leave the fields blank tocopy all product items. (Optional)

4. Select a particular Item Category Set or leave the fieldblank. (Optional)

5. Check the Include Discounts box if you would like alldiscounts associated with the source price list copied.



43/53


6. Check the Retain Effective Dates if you would like theeffective dates associated with the source price listcopied.

7. In the Copy to region enter a name for the new PriceList field.

8. Enter a Description (optional).

9. Enter Effective Dates (optional).


11. A Request ID will be generated.

12. Be sure that the concurrent request completesnormally.

ADJUSTING PRICE LISTS

Note: You can modify existing price lists by adjusting allor some of the price list lines. You can adjust prices bypercent or amount.

1. Navigate to the Adjust Price List window.


Price ListsAdjust Price List



44/53


2. Select the Price List.

Note: The Currency and Description fields willdefault in.

3. In the Item Prices to Adjust region select an item orrange of items or leave them blank to change all items.(Optional)

4. Select a particular Item Category Set or leave the fieldblank. (Optional)

5. Select an Item Status to narrow your adjustment.(Optional)

6. Select a Creation Date to narrow your adjustment.(Optional)

7. Choose Percent or Amount from the Adjust By field.

8. Enter the numeric amount, positive or negative, in thenext field. Use a positive number to increase the originallist price and a negative to decrease the original listprice.


10. A request ID is generated.

11. Be sure that the concurrent request completesnormally.

12. Bring up the Price List and make sure the pricingthat was created is correct.



45/53


ADDING ITEMS TO A PRICE LIST

1. Navigate to the Define window


Price ListsAdd Items to Price List

Note: You can add inventory items toa price list using a range of items, itemcategories, or item statuses.

2. Select a Price List.

3. Select an item or range of items or leave them blankto change all items. (Optional)

4. Select a particular Item Category Set or leave the fieldblank, Inventory or Product Family. (Optional)

5. Select an Item Status to narrow your adjustment.(Optional)

6. Check the Set List Price Equal to Cost Fromcheckbox and select an Inventory Organization.(Optional)

Note: This will bring over items with atstandard cost. If this is left unchecked, the listprice will be set to 0.


8. A request ID is generated.

Be sure that the concurrent request completes normally.

9. Bring up the Price List and make sure the item(s)were added.



46/53




47/53

ENTERING MANUAL PRICE LISTS LINES


ENTERING MANUAL PRICE LISTS

1. Navigate to the Price List Setup windowOrder Management Super UserPricing

Price ListsPrice List Setup

Required Setup Steps

The Price Lists form will appear.

1. Bring up the existing price list you created above.Note: You may also bring up an existing pricelist that was created previously.

List Lines Tab

Product Context

2. Select the Product Context, Item.

Product Attribute3. Select the Product Attribute, Item Number.

Product Value4. Select or enter the Product Value, the actualItemVerify or select the UOM.

5. Move the menu bar to the right.

Line Type6. Verify or select the Line Type.

Application Method7. Verify or select the Application Method.

Value8. Enter a Value, it represents the unit list price.

Start Date/ End Date9. Review the Effective Dates, for which the itemprice is valid.



48/53


10. Save your work.

Optional Setup Steps

Secondary Price List TabNote: (This is an optional step.)Secondary price lists may be used when enteringan order. If the product does not exist on theprimary price list selected/referenced on the order itwill look to the secondary price for the product andpull that pricing information if the product is found.

Secondary Price List1. Select from the List of Values the SecondaryPrice List.

Precedence/ Description2. The Precedence and Description will default in.

3. Save your work.



49/53

PRICING MODIFIERS


PRICING MODIFIERS

1. Navigate to the Modifiers window

Order Management Super UserPricingModifiers

Note: Pricing modifiers allow you to setup priceadjustments like discounts, surcharges and freightand special charges.

DISCOUNT MODIFIER TYPES

Note: The following example will create a 100%discount for all line items for the following ordertypes: SALESMAN SAMPLE, and CUSTOMERSAMPLE.

Type1. Select the Type, Discount List.

Number2. Enter information in the Number field.

Active/ Automatic3. Verify or select the Active and Automatic checkboxes.

Name4. Enter a modifier name in the Name Field.

Currency5. Verify or select USD in the Currency field.

Start Date6. Enter a Start Date and or End Date. (Optional)

MODIFIER SUMMARY



50/53

ORACLE SCREEN PROCEDURAL STEPSNote: the Modifier No field will populateautomatically.

Level7. Select a Level, Line.

Modifier Type8. Select a Modifier Type, Discount.

Pricing Phase9. Select a Pricing Phase, All Lines Adjustment.

Discounts/Charges Tab

Include on Returns10. Verify or click on the Include On Returns checkbox.

11. Select an Application Method, PercentSelect a Value, 100.

12. Click on the Line Qualifiers button.

13. The qualifiers group window opens. DO NOTchange anything, leave as default and press OK.



51/53


Grouping Number14. Verify or select a Grouping Number

Qualifier Context15. Select a Qualifier Context, Order.

Qualifier Attribute16. Select a Qualifier Attribute.

Precedence17. Select or verify Precedence.

Operator18. Select an Operator, =.

Value From19. Select a Value From, SALESMAN SAMPLE,and transaction type.

Value From Meaning20. Defaults.

21. Save your work.

SURCHARGE MODIFIER TYPES

1. Navigate to the Modifiers window

Order Management Super UserPricingModifiers

Note: The following example will allow the user toincrease a price on an order line.



52/53


2. Select the Type, Surcharge List.

3. Enter information in the Number field.

4. Verify or select the Active check box.

5. Make sure the Automatic check box is not checked.

6. Enter a modifier name in the Name Field.

7. Verify or select the USD in the Currency field.

8. Enter a Start Date and or End Date. (Optional)

Modifier Summary Tab

9. Select a Level, Line.

10. Select a Modifier Type, Surcharge.

11. Select a Pricing Phase, All Lines Adjustment.

Discounts/Charges Tab

12. Verify or click on the Include On Reports checkbox.

13. Select an Application Method, PercentSelect a Value, 0.

14. Save your work.



53/53


11i desktop procedure om

Documents