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Adobe Captivate Friday, May 19, 2023

Slide 3 - Oracle Order Management Cloud Release 11

Slide notes

Hello, my name is Fred. Welcome to training for Release 11. In this session we will talk what’s coming in about in Oracle Order Management Cloud for Capture &Fulfill.

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Slide 4 - Agenda

Slide notesFor the enhancements covered in this training, we’ll give an overview, followed by more detail to explain how you can use them, and what business value they bring.

Then, we’ll walk you through a demonstration.

Next, we’ll explain what you need to consider before enabling these features in your business, and what you need to know to set them up.

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Slide 5 - Order Management Cloud Overview

Slide notesTo start off, we will quickly re-cap the product overview for Oracle Order Management Cloud. Oracle Order Management Cloud is a Supply Chain Management application designed to improve order capture and fulfillment execution across the order to cash process providing increased customer satisfaction and order profitability. The application provides the ability to capture, price and configure orders through direct order entry. Orders can also be received from external sources, modified and then processed for fulfillment. The application also provides pre-built integrations with other Oracle Cloud services, centrally managed orchestration policies, global availability, and fulfillment monitoring.

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Slide 6 - Enhancements Overview

Slide notesFor Release 11, we have greatly enhanced the Order Management Cloud, also known as FOM, to include features that let you capture orders manually as well as fulfill orders from all channels.

We’ve added a dashboard, to graphically display important order metrics, and you can drill into those metrics to see the orders or lines that make them up. The Dashboard also provides easy access to the order functions that you’ll be using most often, such as search, create and revise orders.

We have added a simple Create Order page that lets you create new orders in an easy-to-use interface. You can enter header data such as customer and purchase order, select items to add to your order, configure products that need to be picked or assembled to order. Orders are priced and totaled as you enter them, and you can see how those prices and totals are calculated. Common line actions such as copy, delete and attachments can be done easily. You can specify shipping details at order level, that default to all lines, but you can also override specific lines if they need different processing options. You can easily check Global Order Processing to estimate availability of the products on the order. Similarly, you can select billing and payment information at header, and override at line level. Finally, orders can be validated and submitted for fulfillment processing.

Orders that are in process of fulfillment can be selected for revision using the simple user interface, regardless of whether they were created right in Order Management or imported from a channel. Changes and cancellations can be made as allowed by processing rules, and versions of the order are saved and can be submitted for fulfillment when you are satisfied with them.

Returns can be initiated from previously shipped orders and return-specific data is captured at that point. Orders with return lines can also contain order lines, as there no restriction on what kind of lines can be on a single order.

From the Dashboard, you can do a simple order search by order number or customer or purchase order, or you can perform an advanced search or all orders that includes lots of search attributes. From search results, you can drill into an order to see all its details, edit draft orders that haven’t been submitted, create revisions on running orders, copy an order to create a new one, or drill into the fulfillment details of a running order.

Finally, we are providing a batch import capability, so that you can load batches of orders into interface or staging tables, and then import from there into the base tables using an ESS job.

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Slide 7 - Dashboard

Slide notesOn the new Order Management Dashboard, you can get a quick visual picture of the state of the order fulfillment process through the 6 analytic charts displayed. On those charts, you can drill down on any of the bars in the graph to navigate directly to those orders to take action.

At the top of the dashboard, the task menu and Create order button provide access to common tasks and right next to them is the quick search area that allows for fast access to specific orders .

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Slide 8 - Create Order

Slide notesThe first step to create an order typically begins with capturing order header information. You can start typing in the customer’s name, and as you type, matching customers are displayed to make selection easy and quick. Or you can open the customer search dialog, enter search parameters and select your customer from search results. Once the customer who is placing the order is picked, the customer’s name displays in the title of the order.

Then, seeded defaulting rules run to take care of filling in the primary bill-to account, ship-to customer and address, contact and contact method, assuming these things are set up in the customer master (Trading Community Architecture, or TCA). The implementing company can also create their own custom defaulting rules (using DOO’s pre-transformation defaulting rule setup), and those rules execute once the seeded defaulting runs. You can always select any of this information that does not default, or change the data that does default for bill-to, ship-to, or contact, for example.

You can enter the customer’s purchase order information if you know it.

Finally, you can add one or more salespeople to the order so they can receive sales credits for incentive compensation purposes.

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Slide notesNext, you will want to add products to the order. Order Management Cloud lets you order simple products and kits as well as configurable products. You type in the item number or partial item number, or click the search icon to open the item search box.

Once you’ve selected the item you want, you can type the quantity, change the unit of measure if you want, and see its price and a general idea of its availability before you add it to the order. If a product is configurable, you won’t see availability, as that depends on the options selected, and the Add button changes to Configure and Add.

If the items and its price looks ok, you can Add it to the order. If not, you can just search for a different item. As you add the item to the order, the search line clears so you can enter more items.

Continue entering or configuring items until you enter all the products the customer wants to order.

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Slide notesNow, we will specifically talk about how configurable products are added to an order.

A product that is being added to the order and requires you to select additional options that constitute the product can be termed as configurable. For instance, a pizza with options to pick for the base crust, the toppings etc is an configurable product. Another common product that one can relate to is a car.

Once you search for a product that is configurable, there are a couple of options available to add the product to the order. You can choose to configure and add action as shown here. This will navigate you to a User Interface that displays all the selectable options for the product. The other option is to click on the drop down arrow on the Configure and Add button, which will display an alternative action to just add the product to the order. Once the product is added, there is an edit icon which allows you to configure the options by navigating you to the same User Interface as the Configure and Add action would have.

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Slide notesHere is another step in the Configurator User Interface for a configurable product.

Prices for each of the options are displayed to help you to consider the price as well while making your selections. All the selectable options are displayed for you.

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Slide notesOnce you are done selecting options or want to come back to the configuration at a later time, the UI-level actions provide a choice.

The Finish and Review action will take you to a Review page where all the selections along with their prices and the total price is displayed as shown here.

The Finish action will take you back to the create order page. Save for later will save your selections so that you can come back at a later time and finish the process of making selections for the options.

Cancel action will not retain any selections made, it will take you back to the create order page and you can start back configuring the options afresh if you want to still order the product.

Generally, once the selection of options is done, you typically click on the Finish and Review action and are navigated to the Review page to review the selections, price and the total.

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Slide notesOnce the selections and price are reviewed, you can click the OK button on the Review page to be navigated back to the create order page. Based on what you see on the review page, if there are some changes to selections made, you can click on the Back button to go back to the configurator UI where selections can be modified.

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Slide notesOnce you return back from the configurator UI to the create order page after making selections, there is a view components action available on the configured line in the form of a link with the word More, that will navigate you to a Components page. It is just like the Configurator Review page. This Components page also lists all the selections along with their prices and the Total price for the configured line.

You can get back to the create order page from the components page by clicking the Done button.

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Slide notesFOM provides accurate and relevant price and tax information to user. It integrates with Oracle Pricing to get price and tax information. FOM has up taken flexible charge model of Oracle Pricing to support single charge, multiple charges, recurring charges and shipping charges for standard product, configured products and kits. Rolled up charges for Models are also supported. FOM provides a detailed price breakup of prices detailing list price, discounts, exclusive as well as inclusive (VAT) tax information and net price that customer will need to pay for the per unit of the ordered product. It also displays extended amount for each line that a customer would pay for total line quantity. The order totals and sub-totals can be configured. You can refer to the release training documents of Oracle Pricing for more details on Charge Model.

FOM also integrates with Oracle Tax to default tax determinants for a transaction and also provides ability to update the tax determinants if required. FOM supports calculation of exclusive taxes as well as inclusive taxes using Oracle Tax as Tax engine. FOM displays pricing strategy as well as pricing segment assigned to the customer.

When you enter an item in the catalog line, FOM makes a pricing call to get the price and amount information from the Pricing engine. Your Price displays the net price that a customer would need to pay for the unit quantity of the item. In the case of exclusive tax regimes, this value will not include tax amounts. Once the tax amount is computed, you can drill down to Price Details dialog by clicking on the Amount link to look for the price including tax. In case of inclusive tax regime, this value displays price inclusive of taxes. User can drill down to price details dialog to check the net price including tax.

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Slide notesAmount displays the total value for the ordered quantity on line for the specific charge. It is simply Your Price times the Quantity on the line. You can navigate to price details dialog by clicking on the link text for amount value.

FOM makes price calls at some logical pricing events, for example, Item selection, quantity update, and UOM update. These are line pricing events, and only the selected line is re-priced for the line charges including shipping charges. Tax amounts are not calculated at line pricing calls. FOM prices complete the transaction at some of the header events. At Customer update, Re-price Order, Validate Order, Save Order and Submit Order events, the complete transaction is priced for product charges, shipping charges and tax. When a shipping method is updated on header, shipping charges for all the lines are recalculated. When a shipping method is updated on line, shipping charges for the line are recalculated. Order totals are updated at all the pricing events.

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Slide notesFOM provides a rich and configurable display of order totals and sub totals. Primary total is displayed on the top of the edit or view order page. When you click the link text of the total value, a dialogue is displayed with all the subtotals. Total List Price, Discount, Total Net Price, Shipping, Total Tax, Total Credit and Pay Now are the seeded totals. Some of these are not displayed if the value is zero. Order totals are calculated for imported orders are in the same fashion as for orders that were created in FOM UI. Please refer to Oracle Pricing release training documents for details about configurability of totals.

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Slide notesFOM provides limited support for editing recurring billing. This dialogue is enabled only if a line has a recurring charge. For the recurring charge, you can select contract start date, contract end date, number of billing periods, and billing frequency. You can also select start of the recurring billing period, as well as the end of the recurring billing period. FOM also provides ability specify the invoice generation date. FOM provides ability to override recurring billing quantity as well as amount for five billing periods.

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Slide notesFor each line, there are additional things you might want to do, and you access them through the action dropdown menu at the far right of each line. You can copy the line, and it will appear at the end of the list of items for the order. You can delete a line if you decide you entered the wrong item, or your customer changes their mind about ordering it. You can change the line type, which can influence pricing or fulfillment flow. You can add, view or delete attachments for a line, in case you need to attach product specs, drawings, or pictures, for example. If your implementation has defined any extensibility attributes for the line, you can access them from here, too, so you can enter or change that data. Finally, you may want to view or change certain data that controls how tax is determined, so you can do that from the action menu, too.

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Slide notesThe Shipment Details tab is depicted by a truck icon. It has a collection of attributes that are relevant to Shipping and Order Promising systems.

The attributes displayed in this tab are further categorized into 3 sub-tabs – they are General, Shipping, and Supply. Any attribute value specified in these tabs is usually applied to all order lines of the order. The exception to this is the overridden order lines which will be covered in detail later.

In the ‘General’ tab, you can specify the commonly used attributes like Ship-to Contact, Ship-to contact method, Requested Date, and Shipping Method. You can use the ‘Ship Lines Together’ flag to specify if all order lines should be shipped together as a shipment set.

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Slide notesThe next sub-tab – “Shipping “ – groups the attributes that primarily influence functions related to Shipping systems. You can specify date ranges within which the shipping should occur, FOB/Freight Terms, Shipping and Packing Instructions and priority of the shipment.

Using the partial shipment flag, you can also specify if an order line can be shipped using multiple shipments on different dates or using different supply sources.

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Slide notesIn the next sub-tab – “Supply” – you can specify the attributes that impact how supply is chosen for the order. You can directly specify the source of supply to be used for fulfillment by choosing the warehouse or supplier and supplier site. You can also specify the demand class and choose the item substitution flag to influence how the item is fulfilled.

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Slide notesAs discussed previously, the attribute values specified in the Shipment Details tab usually applies to all order lines. You can specify a different attribute value for an order line by using the ‘Override Order Line’ action. This brings up a popup where the attribute values can be modified for that individual line alone.

Any such line having even one attribute value different on the order line is marked with an overridden line indicator. Attribute values specified in Shipment Details tab do not get copied to such overridden lines. Further changes to the attributes of overridden lines require the use of the ‘override order line’ action alone.

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Slide notesThe Shipment Details tab also has the ‘Estimate Order Availability’ action. Clicking on this button provides the availability status of each order line based on the chosen attribute values in this tab. A status of ‘On time’ indicates that the order line can be scheduled to be shipped as per the requested date after considered all other preferences like dates, ship methods and warehouse. Similarly a status of ‘Delay’ is accompanied by the number of expected days of delay.

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Slide notesNext, you might want to take a look at Billing and Payment information for the order. Click on the vertical tab icon indicating monetary information to open that tab. The bill-to customer, site, contact and payment terms may have defaulted, and if so, you will see them displayed in the top part of this tab. That header data also defaults down to each line on the order. You can change this data, or fill in missing data as required. Also, if a line needs different billing and payment handling from other lines, you can open the action menu using the icon on the far right side of the line and select Override Order Line. That action opens a popup to let you select information for this particular line. Once you’ve made changes to billing and payment data for a line, and icon shows in the line details table next to the line number, so you will have a visual clue that that line has been overridden. This works the same way as you saw on the Shipping Details tab.

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Slide notesAt any point while you are creating an order, you can run the validation rules to be alerted to missing or invalid data that has to be corrected prior to booking the order. If you are entering a long or complex order, you might want to check for errors as you go, rather than waiting until you try to book the order.

Select the Validate action from the Actions menu at the top right side of the Create Order page. Validate will prompt you to save the order, if it hasn’t been saved. Then it will run seeded validations which includes configuration validations and pricing followed by custom validations that your implementing company can create. Custom validations are set up using DOO’s Processing Constraints framework. All the validations are performed, not stopping at first error found, and any errors are displayed in a dialog. In addition, an error icon with count of errors displays next to the order total in the title line, and lines with errors also display a clickable error icon. Validation errors do not prevent you from continuing to enter the order, or you can save it for later while you research how to correct the errors. You do have to clear all the errors before you can book the order.

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Slide notesThe last step in the order creation process is submitting or booking the order. You do that when the order is complete and the customer agrees to place the order for fulfillment.

Validations are run again automatically by the submit process, to be sure that the order is correct and doesn’t violate any seeded or custom validation rules. A confirmation dialog is displayed to let you know that submission was successful. The order is then turned over to order orchestration processing, where the fulfillment and billing processes are called depending on the orchestration flows that are assigned.

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Slide 28 - Revise Order

Slide notesThe revise order functionality allows you to make changes to an order that is actively being processed after order submission. You can either:

• Either choose to create a revision of the existing order by making updates or additions to it

• Or you can cancel the entire order

When revisions of the order are done, a reference order is created for each version of the order. This helps keep track of the order history of changes done to the order from order capture systems.

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Slide notesWhen creating a revision of an order, a new version of the order gets created. A consistent look and feel is available when creating or making a revision of a new order with order attributes and actions grouped into various tabs. You can add new order lines to the order, cancel order lines within an order and make changes to attributes on order lines.

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Slide notesThe revise order functionality performs checks based on business rules to prevent user from making changes that are not allowed. In some cases, this is achieved by disabling an action or making the order attributes non-editable. In other cases, a disallowed change would trigger an error message as seen here and the change is reset to the original value.

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Slide 31 - Return

Slide notesReturn is required by any business that sells material goods. You may return an existing customer order due to reasons such as product defect, received wrong item, or missing shipment. To request a return, you first search for the customer order. Next, select the items that you want to return. You can return a standard item, configuration, and kits. For configuration, you must return the entire configuration. Please note that only the items that are marked as returnable can be returned. You cannot return an item that has not been fulfilled and closed, either.

For each item that you want to return, you must specify return quantity and return type. Return reason is optional. Returnable quantity is displayed for each return item so that you know the maximum quantity that you are allowed to return. The UOM that you have for return is the same as the UOM that was used in the customer order. Three return types are predefined out of the box. They are Return for credit and return the item, Return for credit, and Cancel the item. Return for credit and return the item is the most common, where you want to return the item for the credit. Return for credit can be used for credit-only returns, where you don’t send the item back to the vendor. Cancel the item is for cancelling the item with a recurring charge.

Once you enter the return details, click the Create Order button to create the order with returns.

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Slide 32 - Return

Slide notesThe order header and line attributes are defaulted from the customer order, for instance, the sold-to and bill-to customer information. You can view and edit return details through line action, “Edit Line Details." In the Edit Line Details page, you can specify Cancellation Effective Date, which is applicable to an item with a recurring charge only. If not specified, the cancellation effective date will be the defaulted to the ordered date. Return location refers to the place where you need to send the item. Return location is required for shippable items in the case of non-credit only returns. It is defaulted to the ship-from organization. You are allowed to choose a different return location. You can also specify the expected receipt date. The original order information is displayed for your reference.

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Slide 33 - Return

Slide notesThe order will be validated upon order submission or on-demand to ensure the integrity of the order. For instance, for return, it will check if return currency is the same as ordered currency. It will also ensure that return quantity is not greater than returnable quantity. After order was submitted, you can revise or cancel the order as long as it complies with the processing constraints. Once the order is submitted, the return with a predefined line type will be assigned to the predefined fulfillment process for faster deployment.

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Slide 34 - Search and View Orders

Slide notesOn the Dashboard, the quick search area provides you with fast access to find orders. The quick search will find matches to the entered text by searching against 5 different order attributes. If the entered text matches a single order in the system, you will navigate directly to a page to view the details of the order. If the entered text matches many different orders, the search results page will show all of the matching orders.

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Slide notesIf the quick search does not provide enough level of detail to find the desired order, you can utilize the Advanced search. Advanced search will show 8 attributes by default, but also offer the possibility of adding additional fields to search on. From the Manage Order, or Advanced Search page, you can also create saved searches which will remember the specific set of attributes that you want, as well as the values to search for. Once a saved search is created, you can also promote that saved search to the watchlist for easy access from the global menu at the top of the page using the flag icon.

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Slide notesFrom the search pages, if you drill down on a specific order, you will see a detailed view of the order. The order detail page will show similar details to what is available in the Create Order and the Create Order Revision flows.

If the order was imported from the channel, details of the source order number, revision number, and system are visible at the top of the page under the page title. From this order detail page, you can apply and release holds on the order lines as well as on the order as a whole.

In the Order Lines region of the page, you can see the fulfillment status of each order line. If you need to see significantly more detail about the fulfillment of the entire order, you can use Switch to Fulfillment View. The fulfillment view is a denser view of the order with visibility into many more fulfillment-related attributes.

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Slide 37 - Import Order Batch

Slide notesFinally, we are providing a batch or file-based import capability, so that you can load batches of orders into interface or staging tables, and then import from there into the base tables using a scheduled process (or ESS job).

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Slide 38 - Import Order Batch

Slide notesImporting orders in a batch is a 3-step process. The first step is to upload the file with your data from your system to the server. The file must be created using the template we provide in the Oracle Enterprise Repository. From the Navigator, select File Import and Export from the Tools area. Then, click the Create icon on the File Import and Export page, which opens the Upload File dialog shown here. Select the file containing your source data, select the scm/sourceSalesOrder/Import account, and Save. This will import your data into the interface tables.

After that, you submit the ‘Load Interface File for Import’ scheduled process that loads the Interface files from your file. It takes as input the file created in the previous step.

After that, you need to run the ‘Import Sales Orders’ scheduled process which transfers data from interface tables to the Order Management base tables. That process lets you select what data to import, by batch name, source system or a particular order number. This process runs all the validations that would be run if an order is entered from the UI and if there are no errors in the data, the orders are submitted for fulfillment processing.

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Slide 39 - Capture and Fulfill

Slide notesTo review, the focus of this release is to allow customers to more easily model a complete end-to-end, order-to-cash process. It provides a complete order-to-cash process on the cloud that includes the following:

• You can enter and price orders using a simple web-based user interface, requiring less I.T. intervention and lower user training costs.

• Orders are validated, and any errors are displayed, so that corrections can be made without delay.

• Once an order passes validations and is submitted, you know that the order is complete and correct. The order gets fulfilled and billed directly through Oracle Enterprise Resource Planning Cloud.

• You can view order progression during the fulfillment process and keep abreast on any unwanted fulfillment delays.

Order Management Cloud’s integration with Configurator allows you to configure simple or complex products by getting real-time feedback on valid combinations of options. This helps ensure that the order is created for a product that can be manufactured or fulfilled downstream. The reduction in errors or order rework also drives a cost benefit.

Order Management Cloud allows for centralized monitoring of order progress and exception events:

• You can view and drill into various BI reports that allow you to quickly identify problems, investigate the reasons and take corrective action for faster exception response & resolution.

• The proactive alert capability and order monitoring enables you to locate a problem and correct it quickly, thus increasing customer satisfaction and ensuring high order fulfillment rates.

Order Management Cloud uses flexible definitions of business data and rules, so you can easily modify the data and its processing:

• You can enrich sales order with additional information required for downstream processing, reducing the number of order touches for faster and lower cost order processing.

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• You can write your own additional validation rules, and they are executed along with seeded rules.

• You can control how change order is handled during fulfillment, thereby reducing change processing time and increasing customer satisfaction.

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Slide 151 - Summary of Enhancement Capabilities

Slide notesTo review the main points of the training today, the Order Management Dashboard unifies Capture and Fulfillment in a single, common starting point for order managers.

It provides detailed reports describing the health of order processing that the order managers can drill on to take action on problematic orders.

At the top of the Dashboard there are regions of the page to quickly access key tasks as well as to search for specific orders.

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Slide notesHere is the summary of the features that make up create orders.

There’s a simple uncluttered page where you enter a new order, or edit an existing draft order. You select customer, bill-to and ship-to address as well as other overall order information such as customer purchase order number.

You can select products for the order, including simple products, kits, and configurable products, both pick-to-order and assemble-to-order. For configure-to-order products, the Oracle Configurator is seamlessly called to let you select options, view price and add to the order.

Order lines are priced prior to adding to the order and tax is calculated and totals are accumulated and displayed as the lines are added. You can click a price or the total to see where what makes up that figure.

You can perform various actions on a line, such as copy, delete, add or remove attachments, or edit extensible attributes.

You can view and enter shipping preferences for the order as a whole, or override that data for particular lines. You can view order availability based on those preferences.

You can also view and enter billing and payment preferences, and override them for particular lines.

Finally, you can validate, view errors and correct them, and submit the order for fulfillment processing. A complete solution is provided through the Order Management Cloud at last.

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Slide notesHere is the summary of the last four features I have talked about today.

The revise order functionality allows you to submit an updated version of the order or cancel the order. The order can be updated by adding, modifying or canceling order lines in that order. There are checks to ensure that any such changes do not violate any business rules specified.

The return functionality allows you to credit, edit, and revise an order with returns to an existing customer order. The order header and line attributes are defaulted from the customer order when the order with returns is created. The order will be validated upon order submission or on-demand.

You can utilize the quick search on the Dashboard or the advanced search to find the orders they are looking for. Once you find the order they want, you can see additional information about the order as well as apply and release holds on the order and order lines.

Finally, we are providing a batch import capability, so that you can load batches of orders into interface or staging tables, and then import from there into the base tables using an ESS job.

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Slide 154 - Implementation Advice

Slide notesIn this implementation advice section we will go through what you need to consider before enabling these features in your business, and what you need to know to set them up.

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Slide 155 - Feature Impact Guidelines

Slide notesHere is key upgrade information for the new features covered in this training. It details:

• If a feature is automatically available after the upgrade

• If a feature can be accessed using the shipped job roles – the exact job roles are detailed later in this section, and

• If a feature has any setup associated with it – setup specifics are covered later in this section.

You can see that setup is needed for both Create Order and Return.

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Slide 156 - Feature Impact Guidelines

Slide notesHere are additional feature impact guidelines. Please take a moment to review them.

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Slide 157 - Setup Summary

Slide notesThe setup for Capture & Fulfill is achieved by Order Management Offering. The functional area is Orders. Here are the tasks that are associated with the setup information.

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Slide 158 - Create Order Setup Detail – Order Management Parameters

Slide notesThere is a new setup page accessed via Functional Setup Manager to let you define certain site-level or business unit level parameter values that are used in Order Management Cloud.

The Customer Relationship Type parameter controls whether the bill-to and ship-to customers can be any bill-to or ship-to (All Customers), or if they are restricted to those belonging to the sold-to customer (Single Customer). This parameter defaults to All Customers. It can be set at the site level or for different business units.

The Item Validation Organization parameter specifies the inventory organization that controls item selection. It defaults to the Inventory Master Organization when there is only one such organization. If there are more than one, this parameter is a required setup before items can be entered on orders. This parameter can be set at the site level, or for different business units.

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Slide 159 - Create Order Setup Detail – Defaulting Rules

Slide notesYou can use pre-transformation defaulting rules to automatically populate specific attributes onto a FOM order before product transformation. You can then use the defaulted attribute value in the product transformation rules. You can define pre-transformation defaulting rules in the Manage Pre-transformation Defaulting Rules page.

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Slide 160 - Create Order Setup Detail – Constraint Entities

Slide notesA constraint entity is a business object that is affected by a processing constraint. For example, you might want to prohibit changes to fulfillment lines under certain circumstances. You can manage constraint entities in the Manage Constraint Entities page.

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Slide 161 - Create Order Setup Detail – Processing Constraints

Slide notesProcessing constraints are rules that control what can be done to an order. You can use them to define rules that say what changes can be made to an order: What can be changed, when, and by whom.

For Order Management, there is a new capability. You can now create rules using the constrained operation of ‘Submit’ – these rules are executed when an order is submitted, and are useful if you want to define your own validations on top of what is seeded in the product. For example, if you want to require the Customer Purchase Order to have a non-null value, you can create a ‘Submit’ rule requiring that. We do not seed any of these types of rules.

You can define processing constraints in the Manage Processing Constraints page.

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Slide 162 - Create Order and Return Setup Detail – Lookups

Slide notesYou can use lookups to optionally define values that will be displayed in the UI and used during order processing. For instance, you can define new return reasons and return types. You can define lookups in the Manage Order Lookups page.

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Slide 163 - Job Roles & Associated Duty Roles

Slide notesHere are the shipped job roles and duties that are needed to access these the new capabilities covered in this training.

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Slide 164 - Business Process Model Information

Slide notesThe business processes associated with the new capabilities covered in this training are detailed here. The high-level business process is Manage Sales Orders with activity Create Sales Orders.

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Slide notesHere are the additional tasks that belong to activity Create Sales Orders.

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Slide notesHere are the remaining tasks that belong to activity Create Sales Orders.

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Slide 167 - Related Reports & BI Analytic Information

Slide notesThere are 6 reports that appear on the dashboard in order to provide the order manager more detail about the health of order fulfillment.

The first one is called Orders on Backorder. This provides a summary of the number of orders containing a line that has been backordered. Those orders are categorized into groups based on the order line that has been on backorder the longest.

Clicking on a bar in the graph will navigate the order manager to the Manage Orders page with the matching orders shown in the search results.

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Slide notesThe next report is called Orders Past Due. This report is similar to Orders on Backorder except this provides a summary of the number of orders containing a line that is past due. Similarly, these orders are categorized into groups based on the order line that has been past due for the longest amount of time.

Clicking on a bar in the graph will navigate the order manager to the Manage Orders page with the matching orders shown in the search results.

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Slide notesOrders On Hold shows a summary of the number of Orders being held based on the Hold name. It is possible that an order can have multiple holds on it. In these cases, the order may be counted once for one hold name and again as part of another hold name.

Clicking a bar in the graph will navigate the order manager to the Manage Orders page with the matching orders shown in the search results.

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Slide notesThe first report in the second row of reports on the dashboard is called Orders in Jeopardy. This provides a summary of the number of orders containing a line that in jeopardy. Those orders are categorized into groups based on the order line that has the highest jeopardy priority.

Clicking a bar in the graph will navigate the order manager to the Manage Orders page with the matching orders shown in the search results.

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Slide notesOrders in Error shows a summary of the number of Orders in error based on the Error Type. It is possible that an order can have multiple errors on it. In these cases, the order may be counted once for one error type and again as part of another error type.

Clicking a bar in the graph will navigate the order manager to the Manage Order Errors page with the matching orders shown in the search results.

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Slide notesThis report, called Fulfillment Lines in Jeopardy, is similar the earlier report called Orders in Jeopardy. In this report, however, the totals are based on the number of fulfillment lines instead of orders.

The order manager will see a summary of the number of orders containing a line that in jeopardy. The fulfillment lines are categorized into groups based on the jeopardy priority.

Clicking a bar in the graph will navigate the order manager to the Manage Fulfillment Lines page with the matching orders shown in the search results.

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Slide 173 - Associated Release Training

Slide notesOther training modules that are related to these new capabilities and are recommended viewing are:

• Introduction to Order Management Cloud Service

• And Process Sales Orders

This concludes this presentation, thank you for listening. You can easily pause and rewind any of these slides if you require additional time to take in the detail.

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