oracleERP销售管理资料（英文版）

1、Copyright Oracle Corporation, 2000. All rights reserved.Overview to Oracle Order Management Suite of ProductsOracle Order Management Release 11iCopyright Oracle Corporation, 2000. All rights reserved.ObjectivesAfter completing this course, you should be able todo the following:Identify the main bene

2、fits, features, and functions of the Oracle Order Management (OM) suite of productsDefine the Release. 11i.1 architectureDescribe the user interface (UI) styleDefine the business benefits of using this suite of products Copyright Oracle Corporation, 2000. All rights reserved.AgendaWhat is the Oracle

3、 Order Management suite ofProducts?Architecture and user interfaceFeatures:Order ManagementBasic Pricing and Advanced PricingShipping ExecutionConfiguratorRelease ManagementCustomer Relationship Management (CRM)SummaryCopyright Oracle Corporation, 2000. All rights reserved. What Is Oracle Order Mana

4、gement?Part of an integrated suite of e-business applications for the enterprise Well-organized, extremely comprehensive productMultifaceted solution Highly extensible and customizable to meet your business requirementsWell-designed architecture Easy user interfaceCopyright Oracle Corporation, 2000.

5、 All rights reserved.Use Order Management for Processing and Shipping OrdersCopyright Oracle Corporation, 2000. All rights reserved.Oracle Order Management Suite Oracle Order Management (including basic pricing)Oracle Shipping ExecutionOther applications that support the OrderManagement Suite:Oracle

6、 ConfiguratorOracle Advanced PricingOracle Release Managemente-Commerce GatewayCustomer Relationship Management SuiteCustomer, Carrier, Shipper, and Order Management PortalsCopyright Oracle Corporation, 2000. All rights reserved.Other Applications That Support Oracle Order ManagementOther applicatio

7、ns that support the OrderManagement Suite:Oracle InventoryOracle Bills of MaterialOracle ReceivablesOracle Master SchedulingOracle Work in ProcessOracle PurchasingOracle ServiceOracle Human ResourcesExternal SystemsCopyright Oracle Corporation, 2000. All rights reserved.Oracle Order Management Featu

8、resOffers comprehensive processing of:OrdersReturnsMixed orders and returnsDrop shipments QuotesPerforms order capture from any source using Oracle e-Commerce GatewayHas order pricing, change, copy, cancel, and monitoring capabilitiesCopyright Oracle Corporation, 2000. All rights reserved.Oracle Ord

9、er Management FeaturesEnables management of customer and customer relationship information including defining ship, arrival, and fulfillment setsAutomatically checks credit during order entryWith iPayment integration, offers seamless credit card verificationUses Workflow for required approvals and m

10、anaging order changesUses Processing Constraints set by responsibility to control changes to ordersPermits holds now to be defined using two entitiesCopyright Oracle Corporation, 2000. All rights reserved.Oracle Order Management FeaturesDefines items using the Oracle Inventory scope of functions and

11、 defines bills of material using the Oracle Bills of Material functionsOffers item cross-referencing usage as an entry optionAllows decimal quantity handlingEnables available-to-promise (ATP) viewing and reserving across the supply chainCommunicates demand to manufacturingCopyright Oracle Corporatio

12、n, 2000. All rights reserved.Oracle Order Management FeaturesSupplies product configuration capabilities for:Assemble-to-order (ATO) Pick-to-order (PTO)Copyright Oracle Corporation, 2000. All rights reserved.Oracle Order Management FeaturesProvides support for Tax Triangulation:For all transactions

13、including European Union Triangulation for International Drop ShipmentsSends comprehensive, detailed information to Receivables for processing through AutoInvoiceFurnishes standard reports to assist business processing and analysisCopyright Oracle Corporation, 2000. All rights reserved.Review Questi

14、onCopyright Oracle Corporation, 2000. All rights reserved.Using Oracle Order Management you can:A. Enter and import ordersB. Control who can make changes to ordersC. Do available-to-promise checks and reserve productsD. Manage customer informationE. Do credit checks during order entryF. All of the a

15、bove Review QuestionCopyright Oracle Corporation, 2000. All rights reserved.Order Management Portal (Part of OM)With the Order Management Portal, you can vieworders, returns, and Accounts Receivablesinformation using a standard Web browser.Copyright Oracle Corporation, 2000. All rights reserved.Basi

16、c Pricing (Part of OM)Basic pricing included in Order Management enablesyou to:Set up price lists and secondary listsCreate static formulasDiscount by percentage or amountApply freight charges and surchargesSet up customer pricing agreements Copyright Oracle Corporation, 2000. All rights reserved.Or

17、acle Advanced PricingPricing now uses a powerful pricing engine to perform simple and complex pricing calculations. Using Oracle Advanced Pricing, you can do basic pricing and:Set qualifier groupsDo attribute mappingPrice by item categorySet price breaksCreate dynamic formulasHave promotion and deal

18、 capability, including using coupons and pricing discountsCopyright Oracle Corporation, 2000. All rights reserved.Oracle Shipping Execution(Packaged with OM)Offers flexible, extensive shipment planning capabilitiesOver and undershipmentsProvides for capturing freight and special chargesPermits Oracl

19、e Shipping integration to UPS Online SystemsCopyright Oracle Corporation, 2000. All rights reserved.Oracle ConfiguratorProvides the ability to:Create configuration rules to control user selection of product optionsGuide the user through these product selections to choose an accurate configurationGiv

20、e prices for models, option classes, and optionsConduct ATP checks on product availabilityValidate user choices to ensure accuracy of configured productCopyright Oracle Corporation, 2000. All rights reserved.Oracle Release Management (RLM)Automates the management and reconciliation of:Customer plann

21、ing, shipping, and production sequence schedulesGenerating updates to sales orders and forecastsCopyright Oracle Corporation, 2000. All rights reserved.What applications must be purchased separatelyfrom Oracle Order Management?A. Oracle Shipping Execution and Oracle Advanced PricingB. Oracle Advance

22、d Pricing and Oracle ConfiguratorC. Oracle Configurator and Oracle Basic PricingD. None of the aboveE. All of the aboveReview QuestionCopyright Oracle Corporation, 2000. All rights reserved.What applications must be purchasedseparately from Oracle Order Management?A. Oracle Shipping Execution and Or

23、acle Advanced PricingB. Oracle Advanced Pricing and Oracle ConfiguratorC. Oracle Configurator and Oracle Basic Pricing D. None of the aboveE. All of the aboveReview QuestionCopyright Oracle Corporation, 2000. All rights reserved.AgendaWhat is the Oracle Order Management suite of products?Architectur

24、e and user interfaceFeatures:Order ManagementBasic Pricing and Advanced PricingShipping ExecutionConfiguratorRelease ManagementCustomer Relationship ManagementSummaryCopyright Oracle Corporation, 2000. All rights reserved.Architecture: APIs and InterfacesBetween Order Management and other applicatio

25、ns, there are interfaces and application program interfaces (APIs). Interfaces use a concurrent program and use an intermediate table where data is stored.Application program interfaces enable you to write directly to a products tables (real time).Order Management has:6 interfaces8 process order API

26、s20 other APIsCopyright Oracle Corporation, 2000. All rights reserved.Meeting Your Business NeedsUse the APIs to modularize the applications, mixing and matching the components to fit your changing business environment.Oracle Order Management has other ways to tailor business rules:Processing Constr

27、aints to limit authority for specific types of processingDefaulting Rules to automatically fill in data you set up to speed and control order entryWorkflow offers flexibility in defining business processesCopyright Oracle Corporation, 2000. All rights reserved. Order Management InterfacesOrder Impor

28、te-Commerce GatewayPurchase ReleaseInvoice InterfaceInventory InterfaceShipping InterfaceCopyright Oracle Corporation, 2000. All rights reserved.Order Management Key APIsEight key APIs between OM and:Shipping Execution (SE)Configurator (CZ)Customer Relationship Management (CRM)Pricing (QP)Release Ma

29、nagement (RLM)Configure to Order (CTO, formerly ATO)e-Commerce GatewayProcess Order (for data manipulation to the Sales Order business object within Order Management)Copyright Oracle Corporation, 2000. All rights reserved.Other APIs Interface with These ProductsPurchasing (PO)Advanced Planning and S

30、cheduling (APS)Accounts Receivable (AR)Inventory Management (IM)Shipping Execution (SE)Configurator (CZ)Customer Relationship Management (CRM)Pricing (QP)Release Management (RLM)Configure to Order (CTO)Copyright Oracle Corporation, 2000. All rights reserved.Order Management APIs and InterfacesOMSEQP

31、ARIMCRMCTOAPSPOCZRLMKEY APIINTERFACEOTHER APICopyright Oracle Corporation, 2000. All rights reserved.Some Interfaces and APIs Used in the R11i Business FlowStandardorder processOrder Import, Process Orders APIScheduling/Sourcing APIMove Orders, Pick Release, Pick Confirm APIs Invoice InterfaceProces

32、s Orders APIInventory InterfaceCopyright Oracle Corporation, 2000. All rights reserved.Oracle Order Management APIs:A. Allow you to mix and match componentsB. Can be used to modularize the applicationC. Are application program interfacesD. Are features that allow communication between applications t

33、o be easily put in placeE. None of the aboveF. All of the aboveReview QuestionCopyright Oracle Corporation, 2000. All rights reserved.Oracle Order Management APIsA. Allow you to mix and match componentsB. Can be used to modularize the applicationC. Are application program interfacesD. Are features t

34、hat allow communication between applications to be easily put in placeE. None of the aboveF. All of the aboveReview QuestionCopyright Oracle Corporation, 2000. All rights reserved.Order Management Engine andOutside AccessInternet, Workflow, ObjectsSelf-ServiceTrackingWarehouseHigh VolumeEDI/XMLShipm

35、entPlanningElectronicDemand ManagementReservationsCredit CardPaymentsTailorableOrder FormsAdvancedConfiguratorAdv. Pricing& DealsGlobalATP/CTPCarriersCreditAgenciesCopyright Oracle Corporation, 2000. All rights reserved.OM Architecture: SchemaNew simple schemaStreamlined for superior performance

36、Easier to extend DEMANDHEADERS LINES RESERVATIONSR11 R11i PICKING LINES HEADERS LINES LINE DETAILS PICKING LINE DETAILSCopyright Oracle Corporation, 2000. All rights reserved.OM ArchitectureOpen APIsAll PL/SQL (no more C code)Greater extensibilityOrder Data Header Lines Sales Credits Freight & S

37、pecial Charges Serial & Lot No. for ReturnsFunctions Create, Update, Delete Order Data Book Orders Price Orders Invoice Orders Schedule Orders Apply and Release Holds Credit Check Set ManipulationOrder Processing APIsCopyright Oracle Corporation, 2000. All rights reserved.OM ArchitectureWorkflow

38、Separate flows for headers and linesNew frameworks for what were:Security RulesStandard Value Rule SetsLine-level independenceWORKFLOWPROCESSING CONSTRAINTSR11i DEFAULTING RULESCopyright Oracle Corporation, 2000. All rights reserved.WorkflowReplaces Order CyclesReplaces ApprovalsProvides Notificatio

39、n to outside resources and internal resourcesView status usinggraphical WorkflowMonitorWorkflows are seeded and can also be customizedBuildDrop ShipNonshippableStockBranch onSource TypeCreate Config Item ProcessEnd (Shippable)End(Nonshippable)End(Nonshippable)Purchase ReleaseStartCopyright Oracle Co

40、rporation, 2000. All rights reserved.Defaulting RulesReplace Standard Value Rule Sets Default Order TypeDefaulting for returnsDefaulting from Descriptive FlexfieldsCan use a formula (today + 7)PL/SQL API for more complex case needsOrder headerOrder linesCustomersiteItem dataCustomerprofileCopyright

41、Oracle Corporation, 2000. All rights reserved.Oracle Order Management User InterfaceTreesSaved queriesOrder OrganizerSales Order formShipping Transaction formTabsFoldersRight mouse functionsCopyright Oracle Corporation, 2000. All rights reserved.25941 Business World - 1 CompOrder Organizer25940Compu

42、ter Service and RComp25939Business World - 1Comp25938 Business World - 1 Comp25937 Business World - 1 Comp25941 Business World - 1 Comp25941 Business World - 1 Comp25941 Business World - 1 Comp25941Computer Service and RComp25941Computer Service and RCompActionsNew OrderOpen OrderOrder NumberCustome

43、r NameStatusOrderLinesSummaryNew OrdersSearch ResultsMy Folders+OrdersCopyright Oracle Corporation, 2000. All rights reserved.OM User InterfaceOrder Header is a folderAddresses are visibleSecondary windows dont hide primary windowsGraphical presentationsRequired fields highlighted in yellowCopyright

44、 Oracle Corporation, 2000. All rights reserved.Workflow:A. Removes control on processesB. Gives graphical views of order statusC. Provides notificationD. A and BE. B and CReview QuestionCopyright Oracle Corporation, 2000. All rights reserved.Workflow:A. Removes control on processesB. Gives graphical

45、 views of order statusC. Provides notificationD. A and BE. B and CReview QuestionCopyright Oracle Corporation, 2000. All rights reserved.AgendaWhat is the Oracle Order Management suite of products?Architecture and user interfaceFeatures:Order ManagementBasic Pricing and Advanced PricingShipping Exec

46、utionConfiguratorRelease ManagementCustomer Relationship ManagementSummaryCopyright Oracle Corporation, 2000. All rights reserved.Managing CustomersCopyright Oracle Corporation, 2000. All rights reserved.Manage QuotesYou can create quotes in Oracle Order Capture.The pricing and discount data used fo

47、r quoting are defined in Oracle Advanced Pricing.Quotes created in Oracle Order Capture can be converted to orders and passed to Oracle Order Management into the Sales Orders form.Copyright Oracle Corporation, 2000. All rights reserved.Item Cross-ReferenceSet up using Project Definition Management (

48、PDM) formsCustomer item numbersUPC codesEAN numbersAny generic item identifiersEnter on orders manually or through Order ImportPrint on documents and reportsCopyright Oracle Corporation, 2000. All rights reserved.Decimal QuantitiesFor all quantitiesStandard items onlyUse of decimals controlled at it

49、em setupCopyright Oracle Corporation, 2000. All rights reserved.AttachmentsProfile option to automatically applyRule based criteriaManually create onetime attachmentsAttachments of all data types, including graphics, Web pages, and so on, can be attachedWill be available for print on customized invo

50、icesCopyright Oracle Corporation, 2000. All rights reserved.Enhanced Scheduling and ReservationsSourcingRequested ship or arrival datesAutoschedulingAutomatic availability displayGlobal ATP*Automatic reservations* With APS Stock Inventory - alternatelocations Intransit Future manufacturing capacity

51、Purchase orders WIP Raw materials Vendor inventory Grade/quality levels for OPM Inventory levels Shipping costs Promotional item codes Delivery date (ATP) Shipping preferences Generic items (UPC, EAN) Customer item codes Qualifiers AvailabilitySources Copyright Oracle Corporation, 2000. All rights r

52、eserved.Order Changes/CancellationProcessing Constraints by responsibilityMass change of orders/lines History of quantity reductionsChange/cancel after Pick ReleaseCancel all remaining lines on an orderCopyright Oracle Corporation, 2000. All rights reserved.Order CopyCopy directly from Sales Order f

53、ormNo more separate Copy Order formCopy selected lines only or copy multiple ordersAppend lines to existing orderCopyright Oracle Corporation, 2000. All rights reserved.Holds and ReleasesApply/Release from Sales Order formCombination holds (two entities)Customer - ItemItem - WarehouseCustomer Site -

54、 WarehouseView hold historyCopyright Oracle Corporation, 2000. All rights reserved.Internal OrdersChanges allowed are:Carrier and Shipment MethodScheduled Ship DateScheduled Arrival DateLine SplittingCancellationCopyright Oracle Corporation, 2000. All rights reserved.ReturnsOrder and return lines on

55、 same orderCommon Receiving formsRecord expected Serial/Lot numbers for informational purposesAcknowledgments print for returnsCopyright Oracle Corporation, 2000. All rights reserved.Vendor Drop ShipmentsSingle point of maintenance for customer addresses and locationsWorkflow replacesPurchase Releas

56、econcurrent programCopyright Oracle Corporation, 2000. All rights reserved.Tax TriangulationCalculate tax amounts for cross-border international shipments Tax can be based onShip-toShip-fromFOBPoint of orderoriginPoint of orderacceptanceOrderingcompanySupplierCustomerCopyright Oracle Corporation, 20

57、00. All rights reserved.Intrastat and ExtrastatWith Oracle Purchasing and Inventory, supports theautomatic creation of:Intrastat movement statisticsExtrastat movement statisticsCopyright Oracle Corporation, 2000. All rights reserved.Oracle e-Commerce GatewayOracle e-Commerce Gateway supports all for

58、ms ofapplication integration, including traditionalElectronic Data Interchange (EDI) transactions. Copyright Oracle Corporation, 2000. All rights reserved.General Transaction FlowOracle ApplicationsOraclee-Commerce GatewayTranslatorData commu-nicationsISABEG00N1ST850BT1235789SG41825520Copyright Orac

59、le Corporation, 2000. All rights reserved.EDIFACTORDERS*ORDRSP*ORDCHG*ORDRSP*Transactions:Oracle Order ManagementX12850*855*860*865*Transaction Name DirectionPurchase Orders inboundPurchase Order Acknowledgments outboundPurchase Order Changes inboundPurchase Order Change Acknowledgments outboundCopy

60、right Oracle Corporation, 2000. All rights reserved.EDIFACTDESADV*Transactions:Oracle Shipping ExecutionX12856*Transaction Name DirectionShip Notice/Manifest outboundCopyright Oracle Corporation, 2000. All rights reserved.E-Commerce CapabilitiesOrder import enhancementsError correction formsImport of returnsPr