Oracle Order Management

Users Guide

Release 11i

Part No. A88765-06

April 2005

Oracle Order Management Users Guide, Release 11i

Part No. A88765-06

Copyright 2002, 2005, Oracle. All rights reserved.

Primary Author: David Reitan

Contributing Author: Sumeet Rijhsinghani, Kannan Tarakad, Swaminathan Sukumaran, HemalathaRaman, Ginger Conroy, Nancy Lynn Klokke, Dianne Culver, Linda Henry, Carol Knight, CharleneChandonia, Nitin Hase, Maria Viglionese Matheny, Vivian Lee, Timothy Conroy, Valerie Dubois, EvelynTran, Rajeev Bellamkonda, Manish Chavan, Shashi Dhar, Sasi Erla, Sagar Boyapati, Zeeshan Butt, NithyaLakshmanan, Subhra Datta, Gayatri Pendse, Aswin Kurella, Samuel Wong, Matilde Jareno, VijayPillarisetti, Francesca Amezquita, Srinivas Pagadala, Vishwajit Bhave, Boon Tea, Amy Cui, Linda Xu, AlokSingh, Sanjay Rastogi, Hany Saleeb and Manish Gupta, Lisa Chen, Sunil Ramesh Kamat, Jyothi More, EshaSen, Jyothi Narayan, Venkatesh Malapati, Tarun Bharti, Ram Iyer, Steven J. Mosura, Brinda Ramesh, AnithaKrishna Rao, Kalyani Subramanyan, John Salvini, Leena Sampemane, Susan Flierl, Jeffrey Fara, PratimaMahtani, and Tahir Ahmad

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Contents

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Preface

1 IntroductionOverview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2New Features in this Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2Advanced Item Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3Approval Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4Automatic Fulfillment Set and Line Set Assignment . . . . . . . . . . . . . . . . . . 1-4Blanket Sales Agreement Enhancements . . . . . . . . . . . . . . . . . . . . . . . . 1-4Catch Weights for Discrete Inventory . . . . . . . . . . . . . . . . . . . . . . . . . 1-5Configuration Date Effectivity Enhancements . . . . . . . . . . . . . . . . . . . . . 1-6Decimal Quantities for Options of ATO Configurations . . . . . . . . . . . . . . . . . 1-6Display Choices for Freight Rating . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6Drop Ship Across Sets of Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7Drop Ship Change Management . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7End Customer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8Exception Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9Fulfillment with Wait . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9International Trade Management . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10Global Order Promising for ATO Configurations . . . . . . . . . . . . . . . . . . . 1-10High Volume Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10High Volume Shipping Interface . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10Authoring and Negotiating Contract Terms . . . . . . . . . . . . . . . . . . . . . 1-11Line Level Ship/Arrival Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-12Move Add Change Disconnect (MACD) . . . . . . . . . . . . . . . . . . . . . . . 1-12Multiple and Partial Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-12Order Management Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-13Preview and Print Sales Documents . . . . . . . . . . . . . . . . . . . . . . . . . 1-13Pricing & Availability Enhancements . . . . . . . . . . . . . . . . . . . . . . . . 1-14Project/Task Changes for Booked Orders . . . . . . . . . . . . . . . . . . . . . . . 1-14Publishing Plan Results to Oracle Order Management . . . . . . . . . . . . . . . . 1-14Reservation Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15Retroactive Billing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15

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Scheduling Flexibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16Service Termination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16Simple Negotiation in Oracle Order Management . . . . . . . . . . . . . . . . . . 1-16Customer Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17Expiration Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17Purge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-18Copy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-18Seeded Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-18Quick Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-19Supported Features of Quotes Relative to Sales Orders . . . . . . . . . . . . . . . . 1-19Versioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-19Implementation Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20

2 Order EntryOverview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4Sales Orders Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5Call CTO Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9Overview of Order Organizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12Versioning Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15Versioning Major Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-16User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-22Versioning Reasons and Comments . . . . . . . . . . . . . . . . . . . . . . . . . 2-27Overview of Sales Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-28Sales Orders Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-28Sales Orders Tools Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-36Defining Sales Order Main and Other Header Information . . . . . . . . . . . . . . 2-37Projected Sales Revenue Reporting by Sales Group . . . . . . . . . . . . . . . . . . 2-42User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-43Defining Sales Order Line Item Main Information . . . . . . . . . . . . . . . . . . 2-43Global Order Promising for ATO Configurations . . . . . . . . . . . . . . . . . . . 2-48Global Order Promising for ATO Configurations Major Features . . . . . . . . . . . . 2-48User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-49Overview of Quick Sales Orders . . . . . . . . . . . . . . . . . . . . . . . . . . 2-50Integration and Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-52Folder Functionality in Quick Sales Orders . . . . . . . . . . . . . . . . . . . . . 2-55Line Details Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-59Entering a Quick Sales Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-61Simple Negotiation in Oracle Order Management Overview . . . . . . . . . . . . . 2-67Quote Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-75User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-76Overview of Blanket Sales Agreements . . . . . . . . . . . . . . . . . . . . . . . 2-82Blanket Sales Agreements Headers . . . . . . . . . . . . . . . . . . . . . . . . . 2-84Blanket Sales Agreements Lines . . . . . . . . . . . . . . . . . . . . . . . . . . 2-86Releases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-88Release Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-88

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Transaction Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-90Blanket Sales Agreement Process . . . . . . . . . . . . . . . . . . . . . . . . . . 2-91Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-96Lost Agreement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-99Expiration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-99Termination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-99Closing a Blanket Sales Agreement . . . . . . . . . . . . . . . . . . . . . . . . . 2-100Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-100Defaultable Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-103Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-103Pricing and Releases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-105Blanket Sales Agreement Windows . . . . . . . . . . . . . . . . . . . . . . . . 2-110Create a Blanket Sales Agreement . . . . . . . . . . . . . . . . . . . . . . . . . . 2-117Creating a Simple Price List . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-118Entering Releases Against a Blanket Sales Agreement . . . . . . . . . . . . . . . . . 2-119View Blanket Sales Agreements . . . . . . . . . . . . . . . . . . . . . . . . . . 2-121Preview and Print Sales Documents . . . . . . . . . . . . . . . . . . . . . . . . . 2-124Preview and Print Major Features . . . . . . . . . . . . . . . . . . . . . . . . . . 2-125Document Formatting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-126Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-127User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-131Integrations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-132Seed Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-133Overview of Find Customer Information . . . . . . . . . . . . . . . . . . . . . . . 2-133Expiration Date Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-134Expiration Date Major Features . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-134User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-136Finding Customer Information . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-137Required Fields to perform the search . . . . . . . . . . . . . . . . . . . . . . . . 2-139Address/Customer Information . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-139Searching for the Customer Address . . . . . . . . . . . . . . . . . . . . . . . . . 2-139Advanced Item Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-144Advanced Item Search Major Features . . . . . . . . . . . . . . . . . . . . . . . 2-144User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-145End Customer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-147End Customer Major Features . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-148User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-150Project Task Changes for Booked Orders Overview . . . . . . . . . . . . . . . . . . 2-154Project Task Changes for Booked Orders Major Features . . . . . . . . . . . . . . . . 2-155User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-156Seed Data Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-157Override Item Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-158Overview of Override Item Description . . . . . . . . . . . . . . . . . . . . . . . 2-158Override Item Description Procedures . . . . . . . . . . . . . . . . . . . . . . . . 2-159Related Items and Manual Substitutions . . . . . . . . . . . . . . . . . . . . . . . 2-161

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Overview of Related Items and Manual Substitution . . . . . . . . . . . . . . . . . 2-162Related Item Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-163Entering a Related Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-163Defining Sales Order Line Pricing Information . . . . . . . . . . . . . . . . . . . . 2-168Multiple and Partial Payments Overview . . . . . . . . . . . . . . . . . . . . . . 2-169Multiple and Partial Payments Major Features . . . . . . . . . . . . . . . . . . . . 2-169Payment Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-170Payment Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-171Business Flows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-176User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-177Lookups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-179System Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-180Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-180Data Requirements for AR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-183Catch Weights for Discrete Inventory Overview . . . . . . . . . . . . . . . . . . . 2-183Catch Weights for Discrete Inventory Major Features . . . . . . . . . . . . . . . . . 2-184User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-185Discrete Inventory Catch Weight Support . . . . . . . . . . . . . . . . . . . . . . 2-185Warehouse Management (WMS) . . . . . . . . . . . . . . . . . . . . . . . . . . 2-194Defining Sales Order Line Shipping Information . . . . . . . . . . . . . . . . . . . 2-194Publishing Plan Results to Order Management Overview . . . . . . . . . . . . . . . 2-195User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-198Defining Sales Order Line Addresses Information . . . . . . . . . . . . . . . . . . 2-199Integration with Transportation for Freight Rating . . . . . . . . . . . . . . . . . . 2-200Overview of Integration with Transportation for Freight Rating . . . . . . . . . . . . 2-200Integration With Transportation For Freight Rating Major Features . . . . . . . . . . . 2-201Freight Rating Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-203Ship Method Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-205Overview of Ship Method Selection . . . . . . . . . . . . . . . . . . . . . . . . . 2-205Ship Method Selection Major Features . . . . . . . . . . . . . . . . . . . . . . . 2-206Ship Method Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-207Display Choices for Freight Rating In Order Management . . . . . . . . . . . . . . . 2-209Display Choices for Freight Rating Major Features . . . . . . . . . . . . . . . . . . 2-209User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-210Gross Margin Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-212Overview of Gross Margin Display . . . . . . . . . . . . . . . . . . . . . . . . . 2-212Gross Margin Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-213Defining Sales Order Line Return Information . . . . . . . . . . . . . . . . . . . . 2-215Defining Sales Order Line Services Information . . . . . . . . . . . . . . . . . . . 2-216Service Termination Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-218Service Termination Major Features . . . . . . . . . . . . . . . . . . . . . . . . . 2-218User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-219Defining Sales Order Line Project Manufacturing Information . . . . . . . . . . . . . 2-220Defining Sales Order Line Release Management Information . . . . . . . . . . . . . 2-221Configuration Date Effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-223

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Configuration Date Effectivity Major Features . . . . . . . . . . . . . . . . . . . . 2-224User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-224Required Fields for Entering Orders . . . . . . . . . . . . . . . . . . . . . . . . 2-226Sorting Order Lines within the Sales Order window, Lines Tab . . . . . . . . . . . . . 2-229Booking a Sales Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-230

3 Order ProcessingOverview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4Launch Sales Orders from TeleSales . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4Sales Orders From TeleSales Major Features . . . . . . . . . . . . . . . . . . . . . . 3-4User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6Pricing and Availability Overview . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9Quotes and Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10Performing Pricing and Availability . . . . . . . . . . . . . . . . . . . . . . . . . 3-10Add Customers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-28Add Customer Window Overview . . . . . . . . . . . . . . . . . . . . . . . . . 3-30Adding Customers using the Add Customer Window . . . . . . . . . . . . . . . . . 3-31Customer Location Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-36User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-37Add Customer Sample Business Flows . . . . . . . . . . . . . . . . . . . . . . . 3-41Commitments within Order Management . . . . . . . . . . . . . . . . . . . . . . 3-43Commitment Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-44Querying Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-47Order Audit Trail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-49Viewing Order and Return Information . . . . . . . . . . . . . . . . . . . . . . . 3-54Viewing Cycle Status and Approval History . . . . . . . . . . . . . . . . . . . . . 3-58Applying Sales Credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-63Entering Sales Credits for Returns . . . . . . . . . . . . . . . . . . . . . . . . . 3-64Required Fields for Entering Returns . . . . . . . . . . . . . . . . . . . . . . . . 3-65Applying Attachments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-66Order Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-67Repricing a Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-73Overview of Mass Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-73Applying Mass Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-73Copying Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-74Copy Function Support Overview . . . . . . . . . . . . . . . . . . . . . . . . . . 3-77Copy Function Support Major Features . . . . . . . . . . . . . . . . . . . . . . . 3-78User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-84Maintain Line Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-89Overview of Maintain Line Number . . . . . . . . . . . . . . . . . . . . . . . . . 3-89Close Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-95Decimal Quantities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-96Decimal Quantities for Options of ATO Configurations . . . . . . . . . . . . . . . . 3-96Decimal Quantities for Options of ATO Configurations Major Features . . . . . . . . 3-97User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-98

vii

Drop Shipments Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-99Drop Ship Across Sets of Books and Change Management Overview . . . . . . . . . . 3-104Drop Ship Across SOB Major Features . . . . . . . . . . . . . . . . . . . . . . . 3-105Change Management for Drop Ship Orders . . . . . . . . . . . . . . . . . . . . . 3-109User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-114Seed Data: Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-115Drop Shipment Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-117Seeded Workflows Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-121Status Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-123Quick Code Status on the Quote Listing Page . . . . . . . . . . . . . . . . . . . . 3-124Major Features Workflow in Quoting - Negotiation . . . . . . . . . . . . . . . . . . 3-125Negotiation Phase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-126Approvals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-129User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-131Viewing Workflow Statuses and Processes . . . . . . . . . . . . . . . . . . . . . . 3-132ATP Within Order Management . . . . . . . . . . . . . . . . . . . . . . . . . . 3-134ATP Inquiries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-137Performing ATP Checking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-138Overview of Override ATP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-145Overriding ATP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-145ATOModels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-148PTOModels and Kits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-149Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-150Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-151Availability and Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-151Reservation Enhancements Overview . . . . . . . . . . . . . . . . . . . . . . . . 3-153Reservation Enhancement Major Features . . . . . . . . . . . . . . . . . . . . . . 3-154Create Reservation Set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-156User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-158Overview of Sales Order Scheduling . . . . . . . . . . . . . . . . . . . . . . . . 3-159Sales Order Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-161Scheduling Flexibility Overview . . . . . . . . . . . . . . . . . . . . . . . . . . 3-161Scheduling Flexibility Major Features . . . . . . . . . . . . . . . . . . . . . . . . 3-162User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-166Penalty Factor For Late Demand . . . . . . . . . . . . . . . . . . . . . . . . . . 3-170Overview of Penalty Factor For Late Demand . . . . . . . . . . . . . . . . . . . . . 3-171Scheduling Across Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-177Overview of Scheduling Across Orders . . . . . . . . . . . . . . . . . . . . . . . 3-177Scheduling Tab, Find Orders Window . . . . . . . . . . . . . . . . . . . . . . . . 3-178Scheduling Across Orders Major Features . . . . . . . . . . . . . . . . . . . . . . 3-181Unscheduling Sales Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-183Automatic Item Substitution within Order Management . . . . . . . . . . . . . . . 3-183Choosing Options Using the Oracle Configurator . . . . . . . . . . . . . . . . . . . 3-188Choosing Configuration Options Using the Options Window . . . . . . . . . . . . . 3-188Line (Ship or Arrival) Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-191

viii

Fulfillment Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-197Fulfillment With Wait . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-199Ship Set For Each Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-201Ship Set for Each Line Major Features . . . . . . . . . . . . . . . . . . . . . . . . 3-201User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-202Arrival Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-203Ship Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-203Shipment Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-208Information Retention Across Shipments when a Line is Split: . . . . . . . . . . . . . 3-209Common attributes across shipments originating from a Line Split . . . . . . . . . . . 3-210Overview of Returns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-210Return Material Authorizations and Credit Orders . . . . . . . . . . . . . . . . . . 3-214RMA Business Flows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-216RMA Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-217RMA Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-219Managing RMA Exceptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-223Drop Ship Return Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-224Defining Return Material Authorizations . . . . . . . . . . . . . . . . . . . . . . 3-225Sales Order Cancellation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-228Cancelling Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-233Function Security for Orders and Returns . . . . . . . . . . . . . . . . . . . . . . 3-236Overview of Holds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-237Applying Holds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-240Honor Holds at Repricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-244Overview of Honor Holds at Repricing . . . . . . . . . . . . . . . . . . . . . . . 3-244Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-245Honor Holds Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-245Releasing Holds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-247Process Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-249Exception Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-251

4 PricingOverview of Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2Overview of Price Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4Creating a Price List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6Copying a Price List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11Adjusting a Price List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-12Adding Items to a Price List . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14Querying Price List Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15Overview of Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16Creating a Pricing Formula . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17Updating Formula Prices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21Overview of Modifiers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-22Creating a Modifier List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25Creating List Level Qualifiers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-28

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Creating Modifier Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-29Creating Line Level Qualifiers . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-33Copying a Modifier Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-35Overview of Archiving and Purging Pricing Entities . . . . . . . . . . . . . . . . . 4-35Archiving Pricing Entities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-36Purging Pricing Entities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-41Attaching Pricing Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-41Creating a GSA Price List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-42Creating GSA List Qualifiers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-45Overview of the Pricing Engine Request Viewer . . . . . . . . . . . . . . . . . . . 4-46Viewing Information in the Pricing Engine Request Viewer . . . . . . . . . . . . . . 4-47Overview of Agreements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-49Creating a Pricing Agreement . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-50Revising an Existing Agreement . . . . . . . . . . . . . . . . . . . . . . . . . . 4-58Pricing Tab: Setting up Blanket Sales Agreement . . . . . . . . . . . . . . . . . . . 4-59Pricing an Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-62Splitting Order Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-65Pricing for Service Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-69Viewing Pricing Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-71Modifying Order Pricing in Oracle Order Management . . . . . . . . . . . . . . . . 4-73Override the List Price . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-78User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-79Pricing Special Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-81Repricing an Order/Order Line . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-82

5 Order Management ProcessesOverview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3Using Item Cross Referencing in Order Management . . . . . . . . . . . . . . . . . . 5-3Fulfillment in Oracle Order Management . . . . . . . . . . . . . . . . . . . . . . . 5-5Order Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7Data Values and Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11Order Import Validations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12Order Import Statistics Concurrent Program . . . . . . . . . . . . . . . . . . . . . 5-17Open Interface Tracking User Interface . . . . . . . . . . . . . . . . . . . . . . . 5-18Overview of High Volume Order Processing . . . . . . . . . . . . . . . . . . . . . 5-21HVOP Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-21HVOP Processing Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-23Output File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-23Importing High Volume Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-23Inbound Purchase Order Changes . . . . . . . . . . . . . . . . . . . . . . . . . . 5-24Inbound PO Change Data Elements . . . . . . . . . . . . . . . . . . . . . . . . . 5-28Outbound Purchase Order Acknowledgements . . . . . . . . . . . . . . . . . . . . 5-30Outbound PO Acknowledgement Data Elements . . . . . . . . . . . . . . . . . . . 5-33Purge Set/ Order/Quote Purge Selection Concurrent Programs . . . . . . . . . . . . . 5-36Purchase Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-45

x

Invoice Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-46Detailed Order Statuses for Invoicing . . . . . . . . . . . . . . . . . . . . . . . . 5-52Order Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-53Retroactive Billing Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-55Retroactive Billing Major Features . . . . . . . . . . . . . . . . . . . . . . . . . 5-56Typical Retrobilling Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-61User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-63Seed Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-67Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-67ATP Data Collections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-67Schedule Orders Concurrent Program . . . . . . . . . . . . . . . . . . . . . . . . 5-68Release Expired Holds Concurrent Program . . . . . . . . . . . . . . . . . . . . . 5-69Booking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-70Manual Booking Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-70Deferred Booking Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-70Defaulting Generator Concurrent Program . . . . . . . . . . . . . . . . . . . . . . 5-71Inventory Interface - No Ship Order Lines . . . . . . . . . . . . . . . . . . . . . . 5-73Inventory Interface No Ship Concurrent Program . . . . . . . . . . . . . . . . . . . 5-75Credit Check Processor Concurrent Program . . . . . . . . . . . . . . . . . . . . . 5-76Initialize Credit Summaries Table Concurrent Program . . . . . . . . . . . . . . . . 5-77Credit Exposure Import Concurrent Program . . . . . . . . . . . . . . . . . . . . . 5-79Purge Imported Credit Exposure Concurrent Program . . . . . . . . . . . . . . . . . 5-82Process Pending Payments Concurrent Program . . . . . . . . . . . . . . . . . . . 5-82Message Purge Concurrent Program . . . . . . . . . . . . . . . . . . . . . . . . . 5-84Calculate Party Totals Concurrent Program . . . . . . . . . . . . . . . . . . . . . . 5-86Audit History Consolidator Concurrent Program . . . . . . . . . . . . . . . . . . . 5-87Re-Schedule Ship Sets Concurrent Program . . . . . . . . . . . . . . . . . . . . . 5-88Reserve Orders Concurrent Program . . . . . . . . . . . . . . . . . . . . . . . . . 5-89International Trade Management . . . . . . . . . . . . . . . . . . . . . . . . . . 5-91Export Compliance Screening . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-92Generic Export Compliance Major Features . . . . . . . . . . . . . . . . . . . . . 5-93Manual Screening and Overriding or Completing Export Compliance Screening . . . . . 5-97Export Compliance Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-99Export Compliance Screening Concurrent Program . . . . . . . . . . . . . . . . . . 5-102Authoring and Negotiating Contract Terms . . . . . . . . . . . . . . . . . . . . . 5-104Authoring and Negotiating Contract Terms Major Features . . . . . . . . . . . . . . 5-105Adding Clauses and Accessing Contract Terms in a Business Document . . . . . . . . . 5-105Authoring and Negotiating Contract Terms on a Blanket Sales Agreement or Quote/SalesOrder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-105Managing Contract Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-127Add Contract Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-129Seed Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-133Customer Acceptance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-134Purging Sales Orders with Ts&Cs . . . . . . . . . . . . . . . . . . . . . . . . . 5-135Security - Contract Terms Authoring . . . . . . . . . . . . . . . . . . . . . . . . . 5-135Solution Based Modeling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-139

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Order Management Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . 5-140Diagnostics: Apps Check Concurrent Program . . . . . . . . . . . . . . . . . . . . 5-141Diagnostics: OM Debug File Retrieval Concurrent Program . . . . . . . . . . . . . . 5-142Diagnostics: OM Order Information Concurrent Program . . . . . . . . . . . . . . . 5-143

6 Order InformationOrder Information Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2Order Information Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2Internal and External Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3Sales Order Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3Finding a Sales Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3Viewing Sales Order Summaries . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6Viewing Sales Order Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6Process Item Information for Sales Orders . . . . . . . . . . . . . . . . . . . . . . . 6-9Finding Process Item Information for Sales Orders . . . . . . . . . . . . . . . . . . . 6-9Viewing Process Item Information for Sales Orders . . . . . . . . . . . . . . . . . . . 6-9Pricing Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11Finding Pricing Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11Viewing Pricing Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11Invoice Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13Finding Invoice Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13Viewing Invoice Summaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-14Viewing Invoice Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-15Delivery Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-16OIP Delivery Tab Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-16Referencing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17Finding Deliveries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-18Viewing Delivery Summaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-21Viewing Delivery Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-22Process Item Information for Delivery Details . . . . . . . . . . . . . . . . . . . . 6-23Finding Process Item Information for Delivery Details . . . . . . . . . . . . . . . . 6-23Viewing Process Item Information for Delivery Details . . . . . . . . . . . . . . . . 6-24Customer Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-25Submitting a Defect Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-26Submitting a Return Material Authorization (RMA) Request . . . . . . . . . . . . . 6-28

7 Standard ReportsOverview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1Commitment Balance Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1Comprehensive Order Detail Report . . . . . . . . . . . . . . . . . . . . . . . . . 7-1Order/Invoice Detail Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4Orders by Item Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7Workflow Assignments Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8Sales Order Acknowledgement . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9Sales Order Workflow Status Report . . . . . . . . . . . . . . . . . . . . . . . . 7-12

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Export Compliance Screening Failure Report . . . . . . . . . . . . . . . . . . . . . 7-14Export Compliance Report to Government . . . . . . . . . . . . . . . . . . . . . . 7-15Credit Order Detail Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-16Credit Order Discrepancy Report . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18Credit Order Summary Report . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-19Credit Limit Usages Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-22Credit Exposure Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-24Customer Credit Snapshot Report . . . . . . . . . . . . . . . . . . . . . . . . . . 7-26Orders On Credit Check Hold Report . . . . . . . . . . . . . . . . . . . . . . . . 7-26Lines on Credit Check Hold Report . . . . . . . . . . . . . . . . . . . . . . . . . 7-27Payment Receipt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-29Hold Source Activity Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-30Outstanding Holds Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-31Sales Order and Purchase Order Discrepancy Report . . . . . . . . . . . . . . . . . 7-32Internal Order and Purchasing Requisition Discrepancy Report . . . . . . . . . . . . 7-34Order Discount Detail Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-36Order Discount Summary Report . . . . . . . . . . . . . . . . . . . . . . . . . . 7-38Unbooked Orders Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-40Unbooked Orders Detail Report . . . . . . . . . . . . . . . . . . . . . . . . . . 7-41Cancelled Orders Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-42RetroBilling Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-45Returns by Reason Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-47Cancelled Orders Reasons Detail Report . . . . . . . . . . . . . . . . . . . . . . . 7-48Agreement Activity Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-51Orders Summary Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-52Order/Invoice Summary Report . . . . . . . . . . . . . . . . . . . . . . . . . . 7-54Salesperson Order Summary Report . . . . . . . . . . . . . . . . . . . . . . . . 7-55Audit History Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-58Defaulting Rules Listing Report . . . . . . . . . . . . . . . . . . . . . . . . . . 7-60Processing Constraints Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-61Transaction Types Listing Report . . . . . . . . . . . . . . . . . . . . . . . . . . 7-62Order Management Setup Validation Report . . . . . . . . . . . . . . . . . . . . . 7-63OE-OM Order Line Transaction Count Summary/ Comparison Reports . . . . . . . . . 7-65

A Windows and Navigation PathsOrder Management Windows and Navigator Paths . . . . . . . . . . . . . . . . . . . A-1

B Seeded FormulasOverview of Seeded Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1

C Order Status ListOrder Header Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-1Order Line Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-2

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Glossary

Index

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Send Us Your Comments

Oracle Order Management Users Guide, Release 11iPart No. A88765-06

Oracle welcomes your comments and suggestions on the quality and usefulness of this publication. Yourinput is an important part of the information used for revision.

Did you find any errors?

Is the information clearly presented?

Do you need more information? If so, where?

Are the examples correct? Do you need more examples?

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If you find any errors or have any other suggestions for improvement, please indicate the title and partnumber of the documentation and the chapter, section, and page number (if available). You can sendcomments to us in the following ways:

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Postal service:Oracle Order Management Suite Documentation ManagerOracle Corporation500 Oracle ParkwayRedwood Shores, CA 94065USA

If you would like a reply, please give your name, address, telephone number, and electronic mail address(optional).

If you have problems with the software, please contact your local Oracle Support Services.

xv

Preface

Intended AudienceWelcome to Release 11i of the Oracle Order Management Users Guide.

This guide assumes you have a working knowledge of the following:

The principles and customary practices of your business area.

Oracle Receivables and Oracle Order Management.

If you have never used Oracle Order Management, Oracle suggests you attend one ormore of the Oracle Applications training classes available through Oracle University.

Oracle Self-Service Web Applications.

To learn more about Oracle Self-Service Web Applications, read theOracle Self-ServiceWeb Applications Implementation Manual.

The Oracle Applications graphical user interface.

To learn more about the Oracle Applications graphical user interface, read theOracle Applications Users Guide.

How To Use This Guide

The Oracle Order Management Users Guide contains the information you need tounderstand and use Oracle Order Management.

Chapter 1 describes new features in this release.

Note: For implementation considerations, Order Management setupsteps, and Workflow details, refer to the Oracle Order ManagementImplementation Manual and the Using Oracle Order ManagementWorkflow Manual.

Chapter 2 explains how to use Order Management to enter orders.

Chapter 3 explains how to process orders and returns.

Chapter 4 describes the pricing functionality available within Order Management toeffectively manage you business pricing policies when entering, maintaining, andprocessing orders and returns.

Several Oracle Advanced Pricing features, which have been clearly noted assuch, have been included within this chapter; however, Oracle Advanced Pricing isseparately licensed and must be fully installed to take advantage of these features.

Chapter 5 provides you with an explanation of Order Management related processesand concurrent programs.

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Chapter 6 explains how to use the Order Information Portal for viewing orders andreturns without signing on (in the traditional manner) to the Order Managementapplication.

Chapter 7 details the variety of flexible and user-friendly standard reports that OrderManagement provides to help you to track, maintain, and record order information.

The appendices provide you with the following information:

Windows and Navigator Paths

Seeded Formulas

Order Header and Line Status List

A user friendly glossary which contains common Order Management and basicpricing terms used throughout Oracle documentation.

Index

The index is an alphabetized list of the Order Management features, functions, andgeneral usage topics currently documented within this users guide.

Other Information Sources

You can choose from many sources of information, including documentation, training,and support services, to increase your knowledge and understanding of Oracle OrderManagement.

If this guide refers you to other Oracle Applications documentation, use only the Release11i versions of those guides.

Online Documentation

All Oracle Applications documentation is available online (HTML or PDF).

PDF Documentation- See the Online Documentation CD for current PDFdocumentation for your product with each release. This Documentation CD is alsoavailable on Oracle MetaLink and is updated frequently.

Online Help - You can refer to Oracle Applications Help for current HTML onlinehelp for your product. Oracle provides patchable online help, which you can applyto your system for updated implementation and end user documentation. Nosystem downtime is required to apply online help.

Release Content Document - See the Release Content Document for descriptionsof new features available by release. The Release Content Document is availableon OracleMetaLink.

About document - Refer to the About document for information about yourrelease, including feature updates, installation information, and new documentationor documentation patches that you can download. The About document is availableon OracleMetaLink.

See Related Documents on page xix for more Oracle Applications product information.

TTY Access to Oracle Support ServicesOracle provides dedicated Text Telephone (TTY) access to Oracle Support Serviceswithin the United States of America 24 hours a day, seven days a week. For TTY support,call 800.446.2398.

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Documentation AccessibilityOur goal is to make Oracle products, services, and supporting documentation accessible,with good usability, to the disabled community. To that end, our documentationincludes features that make information available to users of assistive technology.This documentation is available in HTML format, and contains markup to facilitateaccess by the disabled community. Accessibility standards will continue to evolve overtime, and Oracle is actively engaged with other market-leading technology vendors toaddress technical obstacles so that our documentation can be accessible to all of ourcustomers. For more information, visit the Oracle Accessibility Program Web site athttp://www.oracle.com/accessibility/ .

Accessibility of Code Examples in DocumentationScreen readers may not always correctly read the code examples in this document. Theconventions for writing code require that closing braces should appear on an otherwiseempty line; however, some screen readers may not always read a line of text that consistssolely of a bracket or brace.

Accessibility of Links to External Web Sites in DocumentationThis documentation may contain links to Web sites of other companies or organizationsthat Oracle does not own or control. Oracle neither evaluates nor makes anyrepresentations regarding the accessibility of these Web sites.

Structure1 Introduction2 Order Entry3 Order Processing4 Pricing5 Order Management Processes6 Order Information7 Standard ReportsA Windows and Navigation PathsB Seeded FormulasC Order Status ListGlossary

Related DocumentsOracle Order Management shares business and setup information with other OracleApplications products. Therefore, you may want to refer to other guides when you setup and use Oracle Order Management.

You can read the guides online by choosing Library from the expandable menu on yourHTML help window, by reading from the Oracle Applications Document Library CDincluded in your media pack, or by using a Web browser with a URL that your systemadministrator provides.

If you require printed guides, you can purchase them from the Oracle Store athttp://oraclestore.oracle.com.

Guides Related to All Products

xix

Oracle Applications Users Guide

This guide explains how to enter data, query, run reports, and navigate using thegraphical user interface (GUI). This guide also includes information on setting userprofiles, as well as running and reviewing reports and concurrent processes.

You can access this users guide online by choosing Getting Started with OracleApplications from any Oracle Applications help file.

Oracle Alert User Guide

Use this guide to define periodic and event alerts that monitor the status of your OracleApplications data.

Oracle Applications Developers Guide

This guide contains the coding standards followed by the Oracle Applicationsdevelopment staff. It describes the Oracle Application Object Library componentsneeded to implement the Oracle Applications user interface described in the OracleApplications User Interface Standards. It also provides information to help you build yourcustom Oracle Developer forms so that they integrate with Oracle Applications.

Oracle Applications User Interface Standards

This guide contains the user interface (UI) standards followed by the Oracle Applicationsdevelopment staff. It describes the UI for the Oracle Applications products and how toapply this UI to the design of an application built by using Oracle Forms.

Guides Related to This Product

Oracle Alert Users Guide

This guide explains how to define periodic and event alerts to monitor the status ofyour Oracle Applications data.

Oracle Applications Developers Guide

This guide contains the coding standards followed by the Oracle Applicationsdevelopment staff and describes the Oracle Application Object Library components thatare needed to implement the Oracle Applications user interface described in the OracleApplications User Interface Standards for Forms-Based Products. This manual alsoprovides information to help you build your custom Oracle Forms Developer forms sothat the forms integrate with Oracle Applications.

Oracle Applications User Interface Standards for Forms-Based Products

This guide contains the user interface (UI) standards followed by the Oracle Applicationsdevelopment staff. It describes the UI for the Oracle Applications products and how toapply this UI to the design of an application built by using Oracle Forms.

Oracle Advanced Pricing Users Guide

The guide provides details surrounding the user procedures for working within theOracle Advanced Pricing application. It explains how to use Advanced Pricing fortopics such as enabling automatic discounts, working with price lists, creating formulaprices, and general reports available.

Oracle Assets Users Guide

If you install Oracle Assets, you can use this manual to add assets and cost adjustmentsdirectly into Oracle Assets from invoice information in Payables.

Oracle Bills of Material Users Guide

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This guide describes how to create various bills of materials to maximizeefficiency, improve quality and lower cost for the most sophisticated manufacturingenvironments. By detailing integrated product structures and processes, flexible productand process definition, and configuration management, this guide enables you tomanage product details within and across multiple manufacturing sites.

Oracle Business Intelligence System Implementation Guide

This guide provides information about implementing Oracle Business Intelligence (BIS)in your environment.

BIS 11i User Guide On-line Help

This guide is provided as on-line help only from the BIS application and includesinformation about intelligence reports, Discoverer workbooks, and the PerformanceManagement Framework.

Oracle Capacity Users Guide

This guide describes how to validate a material plan by verifying that there are resourcessufficient to perform the planned work for repetitive and discrete jobs. Using finitecapacity planning techniques, you learn how to use rough-cut capacity planning tovalidate a master schedule and capacity planning to validate the material plan.

Oracle Cash Management Users Guide

This manual explains how you can reconcile your payments with your bank statements.

Oracle Configurator Users Guide

This guide describes how to improve order taking and fulfillment productivity byeliminating errors in new sales orders and bills of materials. You can use OracleConfigurator to verify product configurations, automatically select configurationoptions, and generate manufacturing bills of materials according to configurationconstraints.

Oracle Cost Management Users Guide

This guide describes how to use Oracle Cost Management in either a standardcosting or average costing organization. Cost Management can be used to costinventory, receiving, order entry, and work in process transactions. It can also be usedto collect transaction costs for transfer to Oracle Projects. Cost Management supportsmultiple cost elements and multiple sub-elements. It also provides comprehensivevaluation and variance reporting.

Oracle e-Commerce Gateway Users Guide

This guide describes how Oracle e-Commerce Gateway provides a means to conductbusiness with trading partners via Electronic Data Interchange (EDI). Data files areexchanged in a standard format to minimize manual effort, speed data processing andensure accuracy.

Oracle Engineering Users Guide

This guide enables your engineers to utilize the features of Oracle Engineering to quicklyintroduce and manage new designs into production. Specifically, this guide details howto quickly and accurately define the resources, materials and processes necessary toimplement changes in product design.

Oracle General Ledger Users Guide

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This guide explains how to plan and define your chart of accounts, accounting periodtypes and accounting calendar, functional currency, and set of books. It also describeshow to define journal entry sources and categories so you can create journal entriesfor your general ledger. If you use multiple currencies, use this manual when youdefine additional rate types, and enter daily rates. This manual also includes completeinformation on implementing Budgetary Control.

Oracle HRMS Documentation Set

Using Oracle HRMS - The Fundamentals explains how to set up organizationsand site locations.

Managing People Using Oracle HRMS explains how to enter and track employeedata.

Running Your Payroll Using Oracle HRMS explains how to set up payroll, dowithholding, run statutory reports, and pay employees.

Managing Compensation and Benefits Using Oracle HRMS explains how to set upTotal Compensation, including 401(k), health, and insurance plans.

Customizing, Reporting, and System Administration in Oracle HRMS explains howcustomize to the system and design reports.

Oracle interMedia Users Guide and Reference

This user guide and reference provides information about Oracle interMedia. Thisproduct enables Oracle9i to store, manage, and retrieve geographic locationinformation, images, audio, video, or other heterogeneous media data in an integratedfashion with other enterprise information. Oracle Trading Community Architecture DataQuality Management uses interMedia indexes to facilitate search and matching.

Oracle Inventory Users Guide

This guide describes how to define items and item information, perform receiving andinventory transactions, maintain cost control, plan items, perform cycle counting andphysical inventories, and set up Oracle Inventory.

Oracle Manufacturing Scheduling Users Guide

This guide describes how to use Oracle Manufacturing Scheduling to view andreschedule single discrete jobs or the entire shop floor. Specifically, this guidedetails how to easily use the drag and drop functionality to view and reschedulejobs, operations, and resources.

Oracle Master Scheduling/MRP and Oracle Advanced Supply Chain Planning UsersGuide

This guide describes how to anticipate and manage both supply and demand foryour items. Using a variety of tools and techniques, you can create forecasts, loadthese forecasts into master production schedules, and plan your end-items and theircomponent requirements. You can also execute the plan, releasing and reschedulingplanning suggestions for discrete jobs and repetitive schedules.

Oracle Payables Users Guide

This guide describes how accounts payable transactions are created and entered inOracle Payables. This guide also contains detailed setup information for Oracle Payables.

Oracle Pricing Users Guide

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This guide describes how to setup modifiers, price lists, formulas, pricingagreements, pricing rules, and pricing of special orders in Oracle Pricing.

Oracle Project Manufacturing Users Guide

This guide describes the unique set of features Oracle Project Manufacturing providesfor a project-based manufacturing environment. Oracle Project Manufacturing canbe tightly integrated with Oracle Projects. However, in addition to Oracle Projectsfunctionality, Oracle Project Manufacturing provides a comprehensive set of newfeatures to support project sales management, project manufacturing costing, projectmanufacturing planning, project manufacturing execution and project qualitymanagement.

Oracle Projects Users Guide

This guide explains how to set up projects for use in project manufacturing and projectaccounting.

Oracle Purchasing Users Guide

This guide describes how to create and approve purchasing documents, includingrequisitions, different types of purchase orders, quotations, RFQs, and receipts. Thisguide also describes how to manage your supply base through agreements, sourcingrules and approved supplier lists. In addition, this guide explains how you canautomatically create purchasing documents based on business rules through integrationwith Oracle Workflow technology, which automates many of the key procurementprocesses.

Oracle Quality Users Guide

This guide describes how Oracle Quality can be used to meet your quality data collectionand analysis needs. This guide also explains how Oracle Quality interfaces with otherOracle Manufacturing applications to provide a closed loop quality control system.

Oracle Receivables Tax Manual

This manual provides information about calculating tax within OracleReceivables, Oracle Order Management, Oracle Sales and Marketing, and Oracle WebCustomers. It includes information about implementation procedures, setup forms andwindows, the Oracle Receivables tax calculation process, tax reports and listings, andtax-specific open interfaces.

Oracle Receivables Users Guide

Use this manual to learn how to implement flexible address formats for differentcountries. You can use flexible address formats in the suppliers, banks, invoices, andpayments windows.

Oracle Release Management Users Guide

This manual describes how to manage high volume electronic demand by continuallyincorporating your customers demand into your order and planning processes. Byexplaining how to validate, archive, manage and reconcile incoming planning, shippingand production sequence schedules with updates to sales orders and forecasts, it enablesyou to electronically collaborate with your customers to more accurately managedemand. It also describes how to plan, create and manage trading partner layers fortrading partner specific customizations.

Oracle Sales and Marketing Connected Client Users Guide

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This guide describes how to set up your connected client, manage your accountinformation, manage your database of contacts, and how to record, review and addinformation about an account, contact, or opportunity. This guide also describes howto view pending, current, and past customer orders, to create and track responses topromotional campaigns, track the effectiveness of a promotional program, and how toproject your progress towards sales goals.

Oracle Sales Compensation Users Guide

This guide describes how to categorize your sales revenue, how to define the data youneed to Oracle Sales Compensation, and where to collect the data from. Each salesorganization has different ways of paying compensation; thus each organization needsdifferent types of data to calculate a compensation payment. This guide also explainshow to setup and calculate compensation for a salesperson, adjust for sales credits, andview a salespersons performance against their quota. In addition, this guide alsoexplains how to run a variety of reports for individuals or groups of salespeople.

Oracle SelfService Web Applications Implementation Guide

This manual contains detailed information about the overview and architecture andsetup of Oracle SelfService Web Applications. It also contains an overview of andprocedures for using the Web Applications Dictionary.

Oracle Shipping Execution Users Guide

This guide describes how to set up Oracle Shipping Execution to process and plan yourtrips, stops and deliveries, ship confirmation, query shipments, determine freight costand charges to meet your business needs.

Oracle Supplier Scheduling Users Guide

This guide describes how you can use Oracle Supplier Scheduling to calculate andmaintain planning and shipping schedules and communicate them to your suppliers.

Oracle Work in Process Users Guide

This guide describes how Oracle Work in Process provides a completeproduction management system. Specifically this guide describes howdiscrete, repetitive, assemble-to-order, project, flow, and mixed manufacturingenvironments are supported.

Oracle Workflow Users Guide

This guide explains how to define new workflow business processes as well as customizeexisting Oracle Applications-embedded workflow processes. You also use this guide tocomplete the setup steps necessary for any Oracle Applications product that includesworkflow-enabled processes.

Other Implementation Documentation

Oracle Workflow Administrators Guide

This guide explains how to complete the setup steps necessary for any OracleApplications product that includes workflow-enabled processes, as well as how tomonitor the progress of runtime workflow processes.

Oracle Workflow Developers Guide

This guide explains how to define new workflow business processes and customizeexisting Oracle Applications-embedded workflow processes. It also describes how todefine and customize business events and event subscriptions.

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Oracle Workflow API Reference

This guide describes the APIs provided for developers and administrators to accessOracle Workflow.

Oracle Applications Flexfields Guide

This guide provides flexfields planning, setup and reference information for the OracleOrder Management implementation team, as well as for users responsible for theongoing maintenance of Oracle Applications product data. This guide also providesinformation on creating custom reports on flexfields data.

Oracle eTechnical Reference Manuals

Each eTechnical Reference Manual (eTRM) contains database diagrams and a detaileddescription of database tables, forms, reports, and programs for a specific OracleApplications product. This information helps you convert data from your existingapplications, integrate Oracle Applications data with non-Oracle applications, andwrite custom reports for Oracle Applications products. Oracle eTRM is available onOracle Metalink.

Oracle Applications Message Manual

This manual describes all Oracle Applications messages. This manual is available inHTML format on the documentation CD-ROM for Release 11i.

Installation and System Administration

Oracle Applications Concepts

This guide provides an introduction to the concepts, features, technologystack, architecture, and terminology for Oracle Applications Release 11i. It provides auseful first book to read before an installation of Oracle Applications. This guide alsointroduces the concepts behind Applications-wide features such as Business Intelligence(BIS), languages and character sets, and Self-Service Web Applications.

Installing Oracle Applications

This guide provides instructions for managing the installation of Oracle Applicationsproducts. In Release 11i, much of the installation process is handled using OracleRapid Install, which minimizes the time to install Oracle Applications and the Oracletechnology stack by automating many of the required steps. This guide containsinstructions for using Oracle Rapid Install and lists the tasks you need to performto finish your installation. You should use this guide in conjunction with individualproduct user guides and implementation guides.

Upgrading Oracle Applications

Refer to this guide if you are upgrading your Oracle Applications Release 10.7 orRelease 11.0 products to Release 11i. This guide describes the upgrade process andlists database and product-specific upgrade tasks. You must be either at Release 10.7(NCA, SmartClient, or character mode) or Release 11.0, to upgrade to Release 11i. Youcannot upgrade to Release 11i directly from releases prior to 10.7.

About Document

For information about implementation and user documentation, instructions forapplying patches, new and changed setup steps, and descriptions of softwareupdates, refer to the About document for your product. About documents areavailable on OracleMetaLink for most products starting with Release 11.5.8.

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Maintaining Oracle Applications

Use this guide to help you run the various AD utilities, such asAutoUpgrade, AutoPatch, AD Administration, AD Controller, AD Relink, LicenseManager, and others. It contains how-to steps, screenshots, and other information thatyou need to run the AD utilities. This guide also provides information on maintainingthe Oracle applications file system and database.

Oracle Applications System Administrators Guide

This guide provides planning and reference information for the Oracle ApplicationsSystem Administrator. It contains information on how to define security, customizemenus and online help, and manage concurrent processing.

Training and Support

Training

Oracle offers a complete set of training courses to help you and your staff master OracleOrder Management and reach full productivity quickly. These courses are organizedinto functional learning paths, so you take only those courses appropriate to your job orarea of responsibility.

You have a choice of educational environments. You can attend courses offered byOracle University at any one of our many education centers, you can arrange for ourtrainers to teach at your facility, or you can use Oracle Learning Network (OLN), OracleUniversitys online education utility. In addition, Oracle training professionals can tailorstandard courses or develop custom courses to meet your needs. For example, youmay want to use your organization structure, terminology, and data as examples in acustomized training session delivered at your own facility.

Support

From on-site support to central support, our team of experienced professionals providesthe help and information you need to keep Oracle Order Management working foryou. This team includes your technical representative, account manager, and Oracleslarge staff of consultants and support specialists with expertise in your businessarea, managing an Oracle server, and your hardware and software environment.

About Oracle

Oracle develops and markets an integrated line of software products for databasemanagement, applications development, decision support, and office automation, aswell as Oracle Applications, an integrated suite of more than 160 software modulesfor financial management, supply chain management, manufacturing, projectsystems, human resources and customer relationship management.

Oracle products are available for mainframes, minicomputers, personalcomputers, network computers and personal digital assistants, allowing organizationsto integrate different computers, different operating systems, different networks, andeven different database management systems, into a single, unified computing andinformation resource.

Oracle is the worlds leading supplier of software for information management, andthe worlds second largest software company. Oracle offers its database, tools, andapplications products, along with related consulting, education, and support services, inover 145 countries around the world.

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Do Not Use Database Tools to Modify Oracle Applications DataOracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data Browser,database triggers, or any other tool to modify Oracle Applications data unless otherwiseinstructed.

Oracle provides powerful tools you can use to create, store, change, retrieve, andmaintain information in an Oracle database. But if you use Oracle tools such as SQL*Plusto modify Oracle Applications data, you risk destroying the integrity of your data andyou lose the ability to audit changes to your data.

Because Oracle Applications tables are interrelated, any change you make using anOracle Applications form can update many tables at once. But when you modify OracleApplications data using anything other than Oracle Applications, you may change a rowin one table without making corresponding changes in related tables. If your tables getout of synchronization with each other, you risk retrieving erroneous information andyou risk unpredictable results throughout Oracle Applications.

When you use Oracle Applications to modify your data, Oracle Applicationsautomatically checks that your changes are valid. Oracle Applications also keeps track ofwho changes information. If you enter information into database tables using databasetools, you may store invalid information. You also lose the ability to track who haschanged your information because SQL*Plus and other database tools do not keep arecord of changes.

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1Introduction

This chapter covers the following topics:

Overview

New Features in this Release

Advanced Item Search

Approval Enhancements

Automatic Fulfillment Set and Line Set Assignment

Blanket Sales Agreement Enhancements

Catch Weights for Discrete Inventory

Configuration Date Effectivity Enhancements

Decimal Quantities for Options of ATO Configurations

Display Choices for Freight Rating

Drop Ship Across Sets of Books

Drop Ship Change Management

End Customer

Exception Management

Fulfillment with Wait

International Trade Management

Global Order Promising for ATO Configurations

High Volume Pricing

High Volume Shipping Interface

Authoring and Negotiating Contract Terms

Line Level Ship/Arrival Sets

Move Add Change Disconnect (MACD)

Multiple and Partial Payments

Order Management Parameters

Preview and Print Sales Documents

Pricing & Availability Enhancements

Introduction 1-1

Project/Task Changes for Booked Orders

Publishing Plan Results to Oracle Order Management

Reservation Enhancements

Retroactive Billing

Scheduling Flexibility

Service Termination

Simple Negotiation in Oracle Order Management

Customer Location

Expiration Date

Purge

Copy

Seeded Workflows

Quick Codes

Supported Features of Quotes Relative to Sales Orders

Versioning

Implementation Documentation

OverviewThis release focuses on improving the speed of manually entering sales orders andprocessing large volumes of sales orders in bulk, increasing the accuracy in your orderfulfillment processes, improving collaboration with customers and suppliers, andincreasing the flexibility of your order fulfillment business processes.

New Features in this ReleaseNew features in this release include the following:

Advanced Item Search, page 2-144

Approval Enhancements, page 1-4

Automatic Fulfillment Set and Line Set Assignment, page 1-4

Blanket Sales Agreement Enhancements, page 1-4

Catch Weights for Discrete Inventory, page 1-5

Configuration Date Effectivity Enhancements, page 1-6

Decimal Quantities for Options of ATO Configurations, page 1-6

Display Choices for Freight Rating, page 1-6

Drop Ship Across Sets of Books, page 1-7

Drop Ship Change Management, page 1-7

Exception Management, page 1-9

End Customer, page 1-8

1-2 Oracle Order Management Users Guide

Fulfillment with Wait, page 1-9

International Trade Management , page 1-10

Global Order Promising for ATO Configurations, page 1-10

High Volume Pricing, page 1-10

High Volume Shipping Interface, page 1-10

Authoring and Negotiating Contract Terms, page 1-11

Line Level Ship/Arrival Sets, page 1-12

Move Add Change Disconnect (MACD), page 1-12

Multiple and Partial Payments, page 1-12

Order Management Parameters, page 1-13

Preview and Print Document Enhancements, page 1-13

Pricing & Availability Enhancements, page 1-14

Project/Task Changes for Booked Orders, page 1-14

Publishing Plan Results to Oracle Order Management, page 1-14

Reservation Enhancements, page 1-15

Retroactive Billing, page 1-15

Scheduling Flexibility, page 1-16

Service Termination, page 1-16

Simple Negotiation in Oracle Order Management, page 1-16

Customer Location, page 1-17

Date Expiration, page 1-17

Purge, page 1-18

Copy, page 1-18

Seeded Workflows, page 1-18

Quick Codes, page 1-19

Supported features of Quotes relative to Sales Orders, page 1-19

Versioning, page 1-19

Advanced Item SearchThe intent is to provide the Oracle Order Management user with an additional, expandeditem search capability within the Sales Order window and the Quick SalesOrder window. The user can search for items using criteria such as itemdescription, category, catalog information, etc. This enables the user to select itemsby characteristics that vary frequently. For example a distributor of CDs, DVDsor Videos may take orders by Current Chart Position as well as Cataloguenumber, Artist, Title, etc. Once the search is complete and the item selected, that item isadded to the sales order.

Introduction 1-3

It does not replace the current Item LOV, but adds the ability for the user to search foritems based upon item attributes.

See: Advanced Item Search, page 2-144

Approval EnhancementsA workflow process for Approvals has been created to leverage in any business processwhere Approvals may be required. The Approver list can be setup easily in Oracle OrderManagement and tied to a specific transaction type. Workflow notifications provideusers the details of the approval or rejection.

The Approval activity has been seeded in the Negotiation Flow - Generic with Approvaland the Order Flow - Return with Submission Approval.

A List of Approvers can be defined through the Transaction Type or Approver window.

See: Approvals, page 3-129

Automatic Fulfillment Set and Line Set AssignmentOracle Order Management enhances Line Set (Ship/Arrival) and Fulfillment Setfunctionality with seeded defaulting rules which will minimize the need for user actionthus reducing error and keystrokes.

Features include:

Provide the ability to automatically assign all lines of an order to one Fulfillment Set.

Allow defaulting header level Line Set (Ship/Arrival) and Fulfillment Set fromOrder Transaction Types

Support removal and addition of a line from Lines Sets and/or Fulfillment sets fromOrder Import and Process Order API.

See: Ship Set For Each Line, page 3-201

Blanket Sales Agreement EnhancementsOracle Order Management continues to enhance Blanket Sales Agreements (BSA)to leverage common functionality including workflow, approvals, versioning, andprocessing constraints as well as include BSA-specific functionality such as inline pricing.

Enhanced features include:

Workflow enhancements:

Negotiation and Fulfillment flows

Internal Approvals

Automatically attach Adobe Portable Document Format (PDF) of current BSAfor Approvers to reference easily from workflow notification

Introduction of new processes to manage the BSA life cycle:

Draft

Internal Approval

Customer Acceptance

1-4 Oracle Order Management Users Guide

Terminate

Expire

Lost

Close

Direct access to Oracle Sales Contracts

Automatic and Manual Versioning

Customer Acceptance captured in a new tab

Ability to add customer items to a Price List

Ability to author and negotiate contract terms on a Blanket Sales Agreement

New Pricing tab offers:

Price List and Modifier List created through BSA are only updateable through thatBSA and are therefore unique to that BSA

Inline Pricing directly on the BSA lines for line-level discount % or discountamount

Negotiate Range Breaks across release orders

BSA will accumulate quantities and amounts ordered against it and priceaccordingly

Enhanced configuration support:

Ability to define options, and option classes and service items on the BlanketSales Agreement to hold price for configurations on releases

Ability to define service items on the BSA to hold price on releases

Enhanced sales documents with Preview and Print

Security through Processing Constraints

Copy

Attachments

See: Blanket Sales Agreement Process, page 2-91

Catch Weights for Discrete InventoryCatch weight support allows the user to specify a secondary quantity and secondaryUOM at the time of shipping and to reprice and invoice the order based on thatquantity. Catch weight support in Oracle Order Management has been available only forInventory Organizations which are enabled for Process Manufacturing.

Now any catch weight enabled item, which is shipped from a Warehouse ManagementSystem (WMS) inventory organization or process enabled inventory organization, cancapture the secondary quantity and secondary UOM at time of shipping. This actualquantity is used to determine the extended price for the order line and this price isprorated to determine the selling price for the primary quantity.

See: Catch Weights for Discrete Inventory Overview, page 2-183

Introduction 1-5

Configuration Date Effectivity EnhancementsMany users require the ability to manage sales order and configuration changes on anon-going basis. As part of the increased flexibility provided to customers in handlingthe many dates used in processing orders within the supply chain, Oracle Configuratorcustomers are now able to specify either the creation date of the model line or the systemdate until booking for validation of item effectivity in new or existing configurations. Thisoption will be provided by an Order Management system parameter, OM: ConfigurationEffective Date. Based on the value of the Order Management system parameter, OrderManagement will pass the selected date (creation or system) to Configurator for theconfigurator effective date and configurator lookup date.

To understand what this means, consider the following business scenario. A salesorder for a configuration is entered on Day 1 but is not booked. On Day 2, thedefinition of the configuration changes an option becomes invalid. On Day 3, the salesorder is changed. The configuration information is passed to the Configurator forvalidation. With the old behavior, the configuration would be validated based on therules in effect on Day 1, the date that the configuration was originally created. With thenew behavior, depending on the setting of the profile option, Configurator may validatebased on the updated configuration rules from Day 2.

See: Configuration Date Effectivity, page 2-223

Decimal Quantities for Options of ATO ConfigurationsWhile selecting options for a model, users can currently enter only whole integerquantities. Some businesses build products that need to be ordered in decimalquantities. We now provide the ability to specify decimal quantities when selectingoptions for ATO models, both in the Configurator and in the Options Window.

For instance, if both the parent and child are set to integer values (indivisible flag on theitem master = yes), then Configurator verifies that the ratio between the child quantityand the parent quantity is an integer, and that the ratio is between the child componentsminimum quantity and maximum quantity, inclusive. Or if the child allows a decimal(indivisible flag on the item master = no), the ratio should be allowed to take any valuebetween the child components minimum and maximum quantities.

See: Decimal Quantities for Options of ATO Configurations, page 3-96

Display Choices for Freight RatingOracle Order Management is expanding the integration with Oracle Transportation toprovide users the ability to view eligible freight charges (contracted rates or otherwise)and choose between different ship methods (mode, carrier and service level). You canchoose carrier/ship method for its rates, or for optimal delivery times.

If multiple freight options exist, the user will be able to view all eligible freight options(including mode, carrier and service level) along with what the estimated charge andcost for each ship method as well as the estimated in-transit time and then indicatetheir choice.

See: Display Choices for Freight Rating In Order Management, page 2-209

1-6 Oracle Order Management Users Guide

Drop Ship Across Sets of BooksCurrently, drop ship lines can only be sourced from suppliers defined in the sameOperating Unit or Set of Books as the Operating Unit in which the customer salesorder is taken. Now we are providing the ability to drop-ship goods across OperatingUnits, Legal Entities, and Sets of Books.

To understand this better, consider the following business flow. A customer places asales order with a sales organization in the United States (Set of Books 1). The itemthat the customer has requested is sourced from a supplier in Canada (Set of Books2). A purchase requisition and purchase order is automatically generated and sent tothe supplier who ships the item directly to the customer. The supplier communicatesshipment to the sales organization via ASN and sends an invoice to the American salesorganization. An inter-company invoice transaction will be automatically generatedbetween the US (SOB 1) and Canada (SOB 2) to compensate the Canadian organizationfor the cost of procuring the item for the American sales organization.

The major features include the following:

Oracle Order Management and Oracle Purchasing have enhanced the integration tohandle drop shipments across Operating Units, Legal Entities, and Sets of Books(SOB). Purchase Requisitions and supplier Purchase Orders can now be created indifferent Operating Units. This will be supported for non-OPM customers.

You will be able to see Requisition and Purchase Order information that are indifferent Operating Units within Order Managements Drop Ship Tab, AdditionalLine Information Window.

With the enhanced Inter-Company transaction support, Inter-company Invoices willbe generated between multiple Organizations (Operating Units, Legal Entities, Setsof Books) that are involved in a Drop Shipment flow. This will be supported fornon-OPM customers.

See: Drop Ship Across Sets of Books and Change Management Overview, page 3-104

Drop Ship Change ManagementOracle Order Management has enhanced the drop ship