76820

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76820:Discover the New JD Edwards EnterpriseOne

Fulfillment Management Product

Kara Berlener

Senior Product Strategy M

anager

The following is intended to outline our general

product direction. It is intended for inform

ation

purposes only, and m

ay not be incorporated into any

contract. It is not a commitment to deliver any

material, code, or functionality, and should not be

relie

d upon in m

aking purchasing decisions.

The development, release, and tim

ing of any

features or functionality described for Oracle’s

products remains at the sole discretion of Oracle.


Agenda

•Objectives

•Business Issues/Challenges

•Oracle Solution

•Summary

•Where to find m

ore inform

ation

•Q&A

Objectives

•Understand how the new product fits into the sales

order business process.

•Identify the steps in the Fulfillment Management

process.

•Learn how the new Fulfillment Management product

enables you to improve customer service levels,

reduce late orders, im

prove order fill rates, and

reduce administration costs.


Fulfillment Management

Business Problem � ��Solution Overview

Business Problem

•A company cannot fulfill all of the orders for their

products (demand exceeds supply).

•The system should support the company in deciding

how to prioritize orders for fulfillment.

Order Management Process

Sales Order Management

Enter

Orders

Print

Pick Slips

Confirm

Shipment

Print

Invoice

Update

Sales

Fulfill

Orders

Fulfillment Management Process

Select

Fulfill

Review

Release

Score



Solution Details � ��Demonstration

Select

•Create orders using any m

ethod of sales order entry

•Set up preference 41 to determ

ine the orders that

enter the fulfillment process

–Activate by document type

–Preferences can be set up by item, item group, customer, and

customer group

Select

FulfillReviewRelease

Score

Score

•Two m

ethods to score order detail lines:

–Advanced Preference Scoring

–Basic Score Assignment

•Either method bases the score on: Order Type, Line

Type, Customer Priority, Requested Date, and an

optional Custom Business Function

•User defined score valuation

•Score order lines during Sales O

rder Entry or using

Batch Application

Select


Score

Score -Advanced Preference

•Set up preferences to assign priority scores to the

different scoring criteria

–Preference 42: Order Type

–Preference 43: Line Type

–Preference 44: Requested Date Age

•Customer Priority (UDC H40/PR) in the Customer

Billing Inform

ation

–Special Handling field

•Weighted average of these factors

Select


Score

Score -Basic Assignment

•Assign a priority score from a user pre-defined

template to an order line based on order inform

ation.

•Use a grid to input the variables and assign a final

score value

•Im

port/export score assignments

•No calculations

Select


Score

Fulfill

•Setup

–Fulfillment Rules

–Service Level Rules

–Inventory Commitment Preference

•Fulfill

–Automatically fill (system generated) using batch application

–Manually fill using W

orkbench

Select


Score

Fulfill Setup -Fulfillment Rules

•Fulfillment Rules

–Score range is m

atched up with inventory levels based on

safety stock

–Percent to fill is based on score and current inventory level

(percentage of safety stock)

•Examples:

–Order lines with higher priority scores are entitled to dip into

safety stock m

ore than lines with lower priority scores

–When inventory levels are low, lines m

ay be partially filled

Select


Score

Fulfill Setup -Service Level Rules

•Validate lines and orders are filled to customer

service level agreements

•Validate fill levels prior to release from fulfillment

•Support rules based on:

–Customer, Customer Group

–Item, Item G

roup

–Branch/Plant

•Provide the ability to call a custom program for unique

or highly complex service level rules

Select


Score

Fulfill Setup -Minimum Fill Percentages

•Line Fill Percentage

–Compare the order quantity to the filled quantity

•Order Fill Percentage by Line Count

–Used in conjunction with the line fill percentage

–Compare the number of lines that meet fill requirements to the

total number of lines on the order

•Example:

–Line m

inim

um fill = 95%

–Order minim

um fill = 90 %

of all the order lines m

eet the line

level fill requirements of 95%

Select


Score

Fulfill

•Batch orders based on data selection

•Fulfill inventory to order lines base on:

–Sort sequence (score)

–Fulfillment rules

–Minim

um fill percentage

•Evaluate and re-evaluate order lines m

ultiple tim

es

before the inventory is assigned

Select


Score

Review (and Revise)

•View the results of the Auto-Fulfillment process

•Exception m

onitoring for order lines that could not be

fulfilled

•Make changes:

–Quantities (Qty to Fulfill)

–Promised Delivery Dates

–Branch/Plants

–Minim

um Fill Percent

Select


Score

Release

•Validate and Release the plan

•Orders lines are in fulfillment status until the plan is

released

•When the plan is released, the system:

–Returns order lines to the next step in the standard sales

order process (ie: print pick slip)

–Splits order lines if the order quantity is partially fulfilled

–Cancels the open balance if specified

–Sends a notification to a user-defined party if an order is not

fully filled

Select


Score



Solution Benefits � ��Early Success Program

Driving Operational Improvements

•Enforce fill rates automatically

•Reduce costly penalty fees and fines

•Cancel open balances automatically based on rules

•Reduce transportation costs by reducing number of shipments

Decrease Administrative Costs

•Im

prove order and line fill rates for priority customers

•Enforce targeted service levels

•Reduce late orders for priority customers

•Elim

inate backorders

Improve Customer Service

•Prioritize sales orders based on rules

•Fill inventory to orders using priority and rules

•Allocate partial quantities based on customer

•Cancel open balance quantities

Manage Supply

Early Success Program

•Opportunity for customers to partner with JD Edwards

EnterpriseOne and accelerate your installation and go live.

•Provide feedback on the functionality and identify issues early in

the process for the benefit of other customers.

•Receive focused attention and support by EnterpriseOne

Program M

anagement, Product Strategy, Development, Q

uality

Assurance, and G

SS teams in the prioritization and resolution of

critical issues for go live.

•Apply for participation consideration by completing a short

application. Select

Fulfill

Review

Release

Score

Oracle’s Participation at COLLABORATE 2010

•Overview of Oracle’s presence in your area at

COLLABORATE 2010

–Keynote

–Executive Sessions

–Recommended Sessions

–DEMOGrounds

–Virtual Collateral Rack

–“Focus O

n”documents –

if you have one

•Get a roadmap of what to see and do by subject area

Go to www.oracle.com/goto/resourcecenter

Join us in San Francisco for

Oracle OpenWorldand JavaOne+ Develop

•September 19-23, 2010

•San Francisco, CA

•For more inform

ation or to register go to

www.oracle.com/openworld

76820

Documents

order typepreference

order information

sales order business

method of sales order

fulfillment management

fulfillment processactivate

late orders

higher priority scores