Basics

What’s Order Management…….

In simple Order Management involves 2 parties the Buyer and the Seller
Customer/Buyer : Buyer is the person who needs certain goods/items
Seller : Seller is the one who is selling the goods/items

There is a two way communication between the buyer and the seller.
Customer/Buyer ------------------- Seller

Once the Buyer decides from which seller he needs to buy the items from
,the buyer places an order with the seller , and for a effective
processing of the order both the buyer and seller need to keep a track
of there order as to what is the present state of the order .
For this the order is entered into ERP and the order goes through all the
various stages depending on the business process followed and is
finally the order is delivered to buyer
 Business Scenario for Order Management

Needs goods .…enquires about Items Required

Customer Manufacturer /
RFQ(Request for Quotation) Distributor/Business
Sends a Quotation back to the Customer

Customer decides
from which
Distributor he
needs to buy the
Customer Places an Order
item.Depending
on the Quotations
received

Distributor/Manufacturer enters this in ERP ,Picks it from the Inventory ,

Moves it out of the warehouse, Packs it , Creates deliveries for this and then
Ships this Order all these things are handled within the ERP system or at
times some activities are handled in 3rd party Systems , Once the Order is
Shipped the Invoice Details are sent from OM to AR module and invoice is
sent to the Customer to Receive Payments for the shipped goods
Order To Cash Cycle
 Orders are entered from ERP or 3rd Party System
 Orders entered from 3rd party system are
imported into ERP
 Order goes through various stages like
Entered,Booked,Cancelled etc ..
 Processing of each line of the order happens.
 Information for invoicing is sent from OM module
in ERP to the AR module
 Then the entries are posted from the AR module
to the GL Module
Orders entered from 3rd party system are
imported into ERP

 Order entered in the various 3rd party Systems are

imported into ERP .
 The order comes into the interface for Order Import and
the Standard/Customized concurrent order import program
 Interface Tables for Order Import
 OE_HEADERS_IFACE_ALL
 OE_LINES_IFACE_ALL
Stages of an Order
 Order has 2 parts -- Header and Lines
 Header can be in the following statuses
-- Entered
-- Booked
-- Cancelled
-- Closed
 Lines can be in the following statuses
-- Entered -- Awaiting Shipping
-- Booked -- Awaiting receipt
-- Cancelled -- Shipped
-- Closed --Picked etc
 Basics With In a Order
In ERP a Order is supposed to have 2 parts
Header : Header has all the general information that can be passed on to
the lines and these can be changed at the line level if desired.
Lines : Lines have information with regard to each ordered item and the
status for each line
There is a one to many relationship between the header and the lines of a
order , for a order have one header and can have many lines for that
order .

Header Line 1
Line 2
Line 3
Line 4

Line N
 Information Needed in a Order…………..
 Customer (The person for whom the order is being placed)
 Order Type / Transaction Type (Depends what kind of a order is it)
 Bill To / Ship To (Where the Order needs to be shipped and where the bill needs to be sent )
 Freight Carrier (The Freight carrier to be used )
 Item Name (Name of the Item to be ordered)
 Warehouse (Warehouse from which the item will be sent)
 Item Ordered Quantity (Number of Items Ordered )
 Status of Each Line (Status of each Line) ……………etc

A Sales Order Form has a Lots of Fields to be Filled in and hence most of
these fields are filled by setting the Defaulting Rules , Once these
Defaulting rules are set various information can be defaulted on the
sales order form , this information that has been defaulted can be
changed incase required
Stages of a Order
 Entering a Order
 Booking a Order/Line
 Scheduling a Line
 Picking a Order Line
 Pick Confirm
 Create Deliveries
 Packing
 Shipping
 Invoicing
 Closing
Entering a Order

 Entering a Order is equivalent to writing on a

Piece of Paper what all is required.
 You can enter a order in ERP using the Sales
Order Form and Keep on making as many
changes to it both at the header and line level as
long as the order is in Entered State
 Make sure that when you are entering a order all
the mandatory information in the Sales Order
Form ,in yellow color are filled.
Sales Order Form….

Order Header
 Header and Lines …….

Lines Information in this

tab

Header
Information
in this tab
Booking a Order
Line Scheduling a Line
 Once the Order has been entered ,you can book an Order
using the Book Button on the Sales Order Form
 Once Booked You cannot change certain fields in the sales
order form
 After Booking you need to schedule the line, Scheduling
means that the item ordered in the line is checked against
the availability in the inventory and in the planning
engine, after this checking a field is populated in the sales
order form called Schedule Ship Date
 Schedule Ship Date in lay mans terms means that this is
the date by which the manufacturer or the distributor can
provide the Ordered Item
 Booking and Scheduling…..

Using this
option in tools
menu the This is the button
scheduling for a used to book an
order line can order
be done
To Check the availability of an Item
from within the Sales Order Form

Press the Availability

Button to check if the
ordered item is available
Picking a Order Line
And Holds
 Once the Order is Booked and scheduling for the line has
been done and the workflow background process is running
the Line in Booked State will move to the awaiting Shipping
state incase there are no holds.
What are Holds ?
Hold is nothing but a flag that will stop the workflow for the
particular line on which its applied , there are oracle
standard holds and there are certain custom holds which
can be applied or removed manually or automatically
 Once the line is in awaiting shipping state we can run the
pick release program which will do the reservation for the
items.
 When you run the pick release program the reservations will
happen if the number of items desired are present in the
warehouse else the reservations will happen only for the
ones present and for the rest the line will be backordered.
 Shipping Transaction Form
Used for Picking

Make sure that we have the Source System

Use any one of the following as OM and Status entered.
Radio Buttons to search for
what ever you want to search
for the given order Put the Order # in
the given Text Box
 Pick Release……….

After searching you will see this Shipping transactions form in this in the actions
drop down you can select option as Launch Pick Release and this will launch a
concurrent request which will reserve the item against this order
Whats BackOrdering …….
 As the name suggests Back Order is the condition when
we are unable to fulfill the needs of the customer.
For Example
We have 0 quantities of a Item “A” in our warehouse and
we are trying to run the pick release program for a line
which has 20 as the ordered quantity this is the case when
at present we cannot fulfill the customer requirements in
present state and hence the line will get back ordered.This
is back ordering being done automatically by the system.
 There are other scenarios also were we can manually do a
back order for a line in the order before the line is ship
confirmed.
Details in a Sales Order Form

The screen shot

is showing just
Line # for Ordered Schedule Status of Tells if a line is
the main tab for
the ordered Item Ship Date on hold or not
the order we
the line incase the check
Item for this can navigate to
box is checked
item the other tabs
then it means
and see what all
the line is on
information
hold
they have
Processing within Sales Order Form

Using the actions Button you can see the

various actions in the LOV that can be
performed on the sales order
Pick Confirmed and Create
Deliveries

 When the Order is moved out of the staging sub inventory and
the move order has been transacted this process is called Pick
Confirm
 Once the Order has been picked we can create a delivery for that
order ,
Deliveries can be created in 2 ways either we assign it to an
existing delivery or we create a entirely new delivery for that .

Delivery Number is just for the information that by which delivery

this order line has been sent out .
Packing and Shipping
 Once the Delivery has been created we need to create an LPN for
this line and do the Packing .
 These options you can see in the actions drop down in the
shipping transactions form.
 Basically what we mean by packing is we assign a container to
the ordered item in the line , so once the line has been assigned
to a container in ERP we can then go ahead and then physically
do the packing.

 Once the Packing has been done we can go ahead and Ship
Confirm the order once the order has been ship confirmed then
nothing can stop the order from processing the order line will
reach the Ship Confirm state
Invoicing & Closing
 Once the Order line is Ship
Confirmed , The Trip Stop interface
program will run and Put the entries
for these order line in the AR
interface , which will be imported
from there and the Invoice will be
generated and Entry to the GL is
sent
Basic Tables Of OM
OE_HEADERS_IFACE_ALL
OE_LINES_IFACE_ALL
OE_DELIVERY_LINES_V
OE_DROP_SHIP_SOURCES
OE_HOLD_SOURCES_ALL
OE_ORDER_HOLDS_ALL
OE_ORDER_TYPES_V
OE_PRICE_ADJUSTMENTS
WSH_NEW_DELIVERIES
WSH_DELIVERY_ASSIGNMENTS
WSH_DELIVERY_DETAILS
OE_TRANSACTION_TYPES_ALL