oracleERP销售管理资料（英文版）

1、Overview to Oracle Order Management Suite of ProductsOracle Order Management Release 11iObjectivesAfter completing this course, you should be able todo the following:Identify the main benefits, features, and functions of the Oracle Order Management (OM) suite of productsDefine the Release. 11i.1 arc

2、hitectureDescribe the user interface (UI) styleDefine the business benefits of using this suite of products 2AgendaWhat is the Oracle Order Management suite ofProducts?Architecture and user interfaceFeatures:Order ManagementBasic Pricing and Advanced PricingShipping ExecutionConfiguratorRelease Mana

3、gementCustomer Relationship Management (CRM)Summary3 What Is Oracle Order Management?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 requirementsWel

4、l-designed architecture Easy user interfaceOrder Management4Use Order Management for Processing and Shipping OrdersShippingCustomerSalesDepartmentInventoryOrderInvoiceOrder5Oracle Order Management Suite Oracle Order Management (including basic pricing)Oracle Shipping ExecutionOther applications that

5、 support the OrderManagement Suite:Oracle ConfiguratorOracle Advanced PricingOracle Release Managemente-Commerce GatewayCustomer Relationship Management SuiteCustomer, Carrier, Shipper, and Order Management Portals6Other Applications That Support Oracle Order ManagementOther applications that suppor

6、t the OrderManagement Suite:Oracle InventoryOracle Bills of MaterialOracle ReceivablesOracle Master SchedulingOracle Work in ProcessOracle PurchasingOracle ServiceOracle Human ResourcesExternal Systems7Oracle Order Management FeaturesOffers comprehensive processing of:OrdersReturnsMixed orders and r

7、eturnsDrop shipments QuotesPerforms order capture from any source using Oracle e-Commerce GatewayHas order pricing, change, copy, cancel, and monitoring capabilities8Oracle Order Management FeaturesEnables management of customer and customer relationship information including defining ship, arrival,

8、 and fulfillment setsAutomatically checks credit during order entryWith iPayment integration, offers seamless credit card verificationUses Workflow for required approvals and managing order changesUses Processing Constraints set by responsibility to control changes to ordersPermits holds now to be d

9、efined using two entities9Oracle Order Management FeaturesDefines items using the Oracle Inventory scope of functions and defines bills of material using the Oracle Bills of Material functionsOffers item cross-referencing usage as an entry optionAllows decimal quantity handlingEnables available-to-p

10、romise (ATP) viewing and reserving across the supply chainCommunicates demand to manufacturing10Oracle Order Management FeaturesSupplies product configuration capabilities for:Assemble-to-order (ATO) Pick-to-order (PTO)11Oracle Order Management FeaturesProvides support for Tax Triangulation:For all

11、transactions including European Union Triangulation for International Drop ShipmentsSends comprehensive, detailed information to Receivables for processing through AutoInvoiceFurnishes standard reports to assist business processing and analysis12Using Oracle Order Management you can:A.Enter and impo

12、rt 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 aboveReview Question13Using Oracle Order Management you can:A.Enter and import ordersB.Control who can make changes to

13、 ordersC.Do available-to-promise checks and reserve productsD.Manage customer informationE.Do credit checks during order entryF. All of the above Review Question14Order Management Portal (Part of OM)With the Order Management Portal, you can vieworders, returns, and Accounts Receivablesinformation us

14、ing a standard Web browser.15Basic 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 16Oracle Advanced Pricing

15、Pricing 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 capability, includin

16、g using coupons and pricing discounts17Oracle Shipping Execution(Packaged with OM)Offers flexible, extensive shipment planning capabilitiesOver and undershipmentsProvides for capturing freight and special chargesPermits Oracle Shipping integration to UPS Online Systems18Oracle ConfiguratorProvides t

17、he ability to:Create configuration rules to control user selection of product optionsGuide the user through these product selections to choose an accurate configurationGive prices for models, option classes, and optionsConduct ATP checks on product availabilityValidate user choices to ensure accurac

18、y of configured product19Oracle Release Management (RLM)Automates the management and reconciliation of:Customer planning, shipping, and production sequence schedulesGenerating updates to sales orders and forecasts20What applications must be purchased separatelyfrom Oracle Order Management?A.Oracle S

19、hipping Execution and Oracle Advanced PricingB. Oracle Advanced Pricing and Oracle ConfiguratorC. Oracle Configurator and Oracle Basic PricingD. None of the aboveE. All of the aboveReview Question21What applications must be purchasedseparately from Oracle Order Management?A.Oracle Shipping Execution

20、 and Oracle Advanced PricingB. Oracle Advanced Pricing and Oracle ConfiguratorC. Oracle Configurator and Oracle Basic Pricing D. None of the aboveE. All of the aboveReview Question22AgendaWhat is the Oracle Order Management suite of products?Architecture and user interfaceFeatures:Order ManagementBa

21、sic Pricing and Advanced PricingShipping ExecutionConfiguratorRelease ManagementCustomer Relationship ManagementSummary23Architecture: APIs and InterfacesBetween Order Management and other applications, there are interfaces and application program interfaces (APIs). Interfaces use a concurrent progr

22、am 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 APIs20 other APIs24Meeting Your Business NeedsUse the APIs to modularize the applications, mixing and ma

23、tching the components to fit your changing business environment.Oracle Order Management has other ways to tailor business rules:Processing Constraints to limit authority for specific types of processingDefaulting Rules to automatically fill in data you set up to speed and control order entryWorkflow

24、 offers flexibility in defining business processes25 Order Management InterfacesOrder Importe-Commerce GatewayPurchase ReleaseInvoice InterfaceInventory InterfaceShipping Interface26Order Management Key APIsEight key APIs between OM and:Shipping Execution (SE)Configurator (CZ)Customer Relationship M

25、anagement (CRM)Pricing (QP)Release Management (RLM)Configure to Order (CTO, formerly ATO)e-Commerce GatewayProcess Order (for data manipulation to the Sales Order business object within Order Management)27Other APIs Interface with These ProductsPurchasing (PO)Advanced Planning and Scheduling (APS)Ac

26、counts Receivable (AR)Inventory Management (IM)Shipping Execution (SE)Configurator (CZ)Customer Relationship Management (CRM)Pricing (QP)Release Management (RLM)Configure to Order (CTO)28Order Management APIs and InterfacesOMSEQPEDILegacy, EDI, Internal OrdersUPSEDI ShippingInterfaceARIMCRMCTOAPSPOC

27、ZRLMKEY APIINTERFACEOTHER APIEDI 29Some Interfaces and APIs Used in the R11i Business FlowCustomerEnter orderInventoryPick/ShipScheduleBooksales orderStandardorder processCloseorderOracleReceivablesInvoiceGLOracleInventoryGLOrder Import, Process Orders APIScheduling/Sourcing APIMove Orders, Pick Rel

28、ease, Pick Confirm APIs Invoice InterfaceProcess Orders APIInventory Interface30Oracle 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 to be easil

29、y put in placeE. None of the aboveF. All of the aboveReview Question31Oracle Order Management APIsA.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 to be easily put in pl

30、aceE. None of the aboveF. All of the aboveReview Question32Order Management Engine andOutside AccessInternet, Workflow, ObjectsSelf-ServiceTrackingWarehouseHigh VolumeEDI/XMLShipmentPlanningElectronicDemand ManagementReservationsCredit CardPaymentsTailorableOrder FormsAdvancedConfiguratorAdv. Pricin

31、g& DealsGlobalATP/CTPCarriersCreditAgenciesView/ReceiveEngineFirewall33OM Architecture: SchemaNew simple schemaStreamlined for superior performanceEasier to extend DEMANDHEADERS LINES RESERVATIONSR11 R11i PICKING LINES HEADERS LINES LINE DETAILS PICKING LINE DETAILS34OM ArchitectureOpen APIsAll PL/S

32、QL (no more C code)Greater extensibilityOrder DataHeaderLinesSales CreditsFreight & Special ChargesSerial & Lot No. for ReturnsFunctionsCreate, Update, Delete Order DataBook OrdersPrice OrdersInvoice OrdersSchedule OrdersApply and Release HoldsCredit CheckSet ManipulationOrder Processing APIs35OM Ar

33、chitectureWorkflowSeparate flows for headers and linesNew frameworks for what were:Security RulesStandard Value Rule SetsLine-level independenceWORKFLOWPROCESSING CONSTRAINTSR11i DEFAULTING RULES36WorkflowReplaces Order CyclesReplaces ApprovalsProvides Notification to outside resources and internal

34、resourcesView status usinggraphical WorkflowMonitorWorkflows are seeded and can also be customizedBuildDrop ShipNonshippableStockBranch onSource TypeCreate Config Item ProcessEnd (Shippable)End(Nonshippable)End(Nonshippable)Purchase ReleaseStartSample Possible Workflow37Defaulting RulesReplace Stand

35、ard 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 dataCustomerprofile38Oracle Order Management User InterfaceTreesSaved queriesOrder OrganizerSal

36、es Order formShipping Transaction formTabsFoldersRight mouse functions3925941 Business World - 1 CompOrder Organizer25940Computer Service and RComp25939Business World - 1Comp25938 Business World - 1 Comp25937 Business World - 1 Comp25941 Business World - 1 Comp25941 Business World - 1 Comp25941 Busi

37、ness World - 1 Comp25941Computer Service and RComp25941Computer Service and RCompActionsNew OrderOpen OrderOrder NumberCustomer NameStatusOrderLinesSummaryNew OrdersSearch ResultsMy Folders+Orders40OM User InterfaceOrder Header is a folderAddresses are visibleSecondary windows dont hide primary wind

38、owsGraphical presentationsRequired fields highlighted in yellow41Workflow:A.Removes control on processesB.Gives graphical views of order statusC.Provides notificationD. A and BE. B and CReview Question42Workflow:A.Removes control on processesB.Gives graphical views of order statusC.Provides notifica

39、tionD. A and BE. B and CReview Question43AgendaWhat is the Oracle Order Management suite of products?Architecture and user interfaceFeatures:Order ManagementBasic Pricing and Advanced PricingShipping ExecutionConfiguratorRelease ManagementCustomer Relationship ManagementSummary44Managing CustomersAs

40、sign customers to proReview customer informationCreate customer proCreate customer relationshipsEliminate duplicate informationEnter customer information45Manage QuotesYou can create quotes in Oracle Order Capture.The pricing and discount data used for quoting are defined in Oracle Advanced Pricing.

41、Quotes created in Oracle Order Capture can be converted to orders and passed to Oracle Order Management into the Sales Orders form.46Item Cross-ReferenceSet up using Project Definition Management (PDM) formsCustomer item numbersUPC codesEAN numbersAny generic item identifiersEnter on orders manually

42、 or through Order ImportPrint on documents and reports47Decimal QuantitiesFor all quantitiesStandard items onlyUse of decimals controlled at item setup48AttachmentsPro to automatically applyRule based criteriaManually create onetime attachmentsAttachments of all data types, including graphics, Web p

43、ages, and so on, can be attachedWill be available for print on customized invoices49Enhanced Scheduling and ReservationsSourcingRequested ship or arrival datesAutoschedulingAutomatic availability displayGlobal ATP*Automatic reservations* With APSStock Inventory - alternatelocationsIntransit Future m

44、anufacturing capacity Purchase ordersWIPRaw materialsVendor inventoryGrade/quality levels for OPM Inventory levelsShipping costsPromotional item codesDelivery date (ATP)Shipping preferencesGeneric items (UPC, EAN)Customer item codes Qualifiers AvailabilitySources SourcesQualifiers50Order Changes/Can

45、cellationProcessing Constraints by responsibilityMass change of orders/lines History of quantity reductionsChange/cancel after Pick ReleaseCancel all remaining lines on an orderOrder Management51Order CopyCopy directly from Sales Order formNo more separate Copy Order formCopy selected lines only or

46、copy multiple ordersAppend lines to existing order52Holds and ReleasesApply/Release from Sales Order formCombination holds (two entities)Customer - ItemItem - WarehouseCustomer Site - WarehouseView hold history53Internal OrdersChanges allowed are:Carrier and Shipment MethodScheduled Ship DateSchedul

47、ed Arrival DateLine SplittingCancellation54ReturnsOrder and return lines on same orderCommon Receiving formsRecord expected Serial/Lot numbers for informational purposesAcknowledgments print for returns55Vendor Drop ShipmentsSingle point of maintenance for customer addresses and locationsWorkflow re

48、placesPurchase Releaseconcurrent programYourcompanyInvoiceSupplierCustomerASNPurchase orderInvoicePurchaseorder56Tax TriangulationCalculate tax amounts for cross-border international shipments Tax can be based onShip-toShip-fromFOBPoint of orderoriginPoint of orderacceptanceOrderingcompanySupplierCu

49、stomer57Intrastat and ExtrastatWith Oracle Purchasing and Inventory, supports theautomatic creation of:Intrastat movement statisticsExtrastat movement statistics58Oracle e-Commerce GatewayOracle e-Commerce Gateway supports all forms ofapplication integration, including traditionalElectronic Data Int

50、erchange (EDI) transactions. 59General Transaction FlowOracle ApplicationsInbound flowOutbound flowOraclee-Commerce GatewayOpen interface tables (inbound)Interface fileEDI standard or ASCII fileTranslatorData commu-nicationsISABEG00N1ST850BT1235789SG4182552060EDIFACTORDERS*ORDRSP*ORDCHG*ORDRSP*Trans

51、actions:Oracle Order ManagementX12850*855*860*865*Transaction Name DirectionPurchase Orders inboundPurchase Order Acknowledgments outboundPurchase Order Changes inboundPurchase Order Change Acknowledgments outbound61EDIFACTDESADV*Transactions:Oracle Shipping ExecutionX12856*Transaction Name Directio

52、nShip Notice/Manifest outbound62E-Commerce CapabilitiesOrder import enhancementsError correction formsImport of returnsPrice and payment terms validationNew Electronic Data Interchange (EDI) transactionsInbound order changes (860/ORDCHG)Outbound order acknowledgments (855/865/ORDRSP)63Line SetsYou c

53、an: Have three types of line groupingsShip setsArrival setsFulfillment setsAutomatically put lines into setsChange set attributes in Sales Order formShipping can break sets64Credit Card ProcessingIntegrates with iPaymentObtains authorizationMasks sensitive credit card data through a ProPayment captu

54、re occurs in AR65InvoicingOption to print details of discountsPass individual freight and other charges to AROrdered item descriptionWorkflow replaces Receivables Interface concurrent program66ReportsThere are many standard reports available inOracle Order Management. You can use these reportsto hel

55、p you manage your business requirements andanalyze your effectivity.67ImplementationBefore you use Oracle Order Management, you mustdefine business policies and various control features.Some of the setup you can do involves defining:Defaulting RulesProProcessing ConstraintsOrder Types and WorkflowsI

56、tems68Order Management PortalAccess the portal to:View existing sales ordersand returnsView shipping informationView availabilityView Accounts Receivables (AR) informationOrdersReturnsShip InfoAvailabilityAR69The following processes have been simplified inRelease. 11i:A.ReturnsB. Drop ShipmentsC. In

57、ternal OrdersD. Order Copy and Order ChangeE. All of the aboveReview Question70The following processes have been simplified inRelease. 11i:A.ReturnsB. Drop ShipmentsC. Internal OrdersD. Order Copy and Order ChangeE. All of the aboveReview Question71You have more options in Release. 11i when you:A.Sh

58、ip lines and import ordersB.Pass information to Receivables for invoicing C.Calculate tax and set holdsD.Schedule orders and enter quantitiesE.All of the aboveReview Question72You have more options in Release. 11i when you:A.Ship lines and import ordersB.Pass information to Receivables for invoicing

59、 C.Calculate tax and set holdsD.Schedule orders and enter quantitiesE.All of the aboveReview Question73AgendaWhat is the Oracle Order Management suite of products?Architecture and user interfaceFeatures:Order ManagementBasic Pricing and Advanced PricingShipping ExecutionConfiguratorRelease Managemen

60、tCustomer Relationship ManagementSummary74Advanced Pricing FootprintOracle Order ManagementOracle MarketingOracle Order CaptureOracle iStoreOracle TeleSalesOracle ContractsOracle TradeManagementOracle Sales forCommun-actionOracle ServiceCoreOracle SalesOnlineOracle Service forCommun-icationOracle Fi