Oracle Order Management

Oracle Order Management 報告學生:劉振榮

Outline • Order Management Concept • Oracle ERP Overview • Order Management Process • Pricing • Manage Customers • Enter Import Orders • Pick & Ship Process (four steps)

Outline • Order Management Concept • Oracle ERP Overview • Order Management Process • Pricing • Manage Customers • Enter Import Orders • Pick & Ship Process(four steps)

Order Management Concept • 「訂單管理」是接觸顧客的最前線 • 「顧客訂單」是企業營運的來源，有了顧客訂單，企業才有服務的對象，進而才有獲利的機會

Order Management Concept (con’t) • 訂單管理是為了用來整合製造與配銷系統的企業流程，其目的為規劃和滿足生產/服務訂單的相關活動，並滿足顧客的需求 • 最低成本 • 最有效率的運送 • 高品質服務

Oracle ERP Overview 付款作業 payment 會計總帳 GL 粗略產能規劃 RCCP 採購訂單 PO 收料作業 receive 銷售預測 FCST 採購需求 PR 應付帳款 AP 主需求排程 MDS 主生產排程 MPS 物料需求規劃 MRP 倉儲管理 inventory 發料作業 issue 顧客訂單 orders 生產排程 schedule 在製品管理 WIP 收款作業 receipt 產能需求規劃 CRP 出貨作業 shipping 應收帳款 AR

Order Management Process • Basic Order Business Process • Basic Order Process Flows • Order Management Flow • Drop Ship Process • Internal Order Flow

Basic Order Business Process GL Oracle Inventory Oracle Receivables Invoice Customer Pick/ Ship Standard Order Process Book Order Inventory Schedule Enter Order

Basic Order Process Flows Standard shippable(Distributor) Standard shippable(Manufacturer) Invoice only 1 1 1 Customer requests order 2 2 2 Enter order 3 3 3 Book order 4 4 Schedule 5 Release order to Manufacturing 5 6 Ship product and update inventory 4 6 7 Invoice the customer Complete Complete Complete

Order Management Flow 線上查詢庫存餘量 -可承諾量 - 保留量確認客戶基本資料選配件產品訂價訂單審核授信額度檢查訂單保留 - 自動 - 手動訂單解除管制例外管理訂單處理流程定義訂單輸入訂單完成發票開立訂單排程出貨管理定義企業運作流程 - 設定規則訂單處理流程 - 授信核度檢查 - 退貨管理 - 訂單排程退貨管理授信額度檢查可承諾量查詢撿貨退貨審核保留出貨確認庫存餘額更新定義流程元件貨品退回銷貨折讓定義各項流程次序未交訂單管理重排程

Drop Ship Process 投送模式流程 Supplier Order Entry Purchasing Receivables Enter customer Enter order Create PO Receive PO Ship Order ShipmentNotification ShipmentNotificationReceived Createinvoice Close order

Internal Order Flow Requestor Demand Import or reschedule requisitions Manually create 買方：子公司A Approve requisition Create internal sales order Order entry 賣方：子公司B Schedule order Pick Release Inventory Ship confirm Receive Expense Expense Inventory Direct Intransit

Pricing Concept • Price concept considerate following questions: Who use this price? Qualifiers Product Hierarchy Product Attributes What is the item or service? How should I adjust the price? Modifiers

Pricing Business Scenario INPUT OUTPUT Qualifiers Final Price Price Lists Formulas Modifiers Agreements Adjustments Eligibility Attributes What One Item One Customer PRICING ENGINE

Price Lists • Contain prices and currencies for products and services • Specific products and services • Product groups

Outline • Order Management Concept • Oracle ERP Overview • Order Management Process • Pricing • Manage Customers • Enter Import Orders • Order Processing Business Flow • Pick & Ship Process (four steps)

Manage Customers Create customer profile classes Enter customer information Assign customer to profile classes Review customer information Eliminate duplicate information Create customer relationships

Profile Classes • You can use profile classes to describe and group customers with similar financial characteristics. • Use profile classes to enter new customers quickly and consistently.

Manage Customers Create customer profile classes Enter customer information Assign customer to profile classes Review customer information Eliminate duplicate information Create customer relationships

Enter Customer Information • The only information that is required for a new customer is a customer name, customer number, and address. • If you do not assign a profile class, the system assigns the profile class 'DEFAULT' to each new customer you enter.

Enter Customer Methods Enter complete details Enter limited information Import from other systems Standard Quick Interface

Standard • Attribute for Customer • Attribute for Each Address

Contacts Contacts Contacts Enter Customer Information (con’t) Multi site Relationships Customer AA 付款 C1 C2 C3 Bill-To Ship-To Statements Ship-To Ship-To

單一地址

多重地址(一)

多重地址(二)

Enter Customer Methods Enter complete details Enter limited information Import from other systems Standard Quick Interface

Outline • Order Management Concept • Oracle ERP Overview • Order Management Process • Pricing • Manage Customers • Enter Import Orders • Order Processing Business Flow • Pick & Ship Process (four steps)

Enter Import Orders • Order Creation Methods • Head & Line Information

Order Creation Methods Enter order or return online Copy an order or return EDI Import from other systems Order Import Order or return

Enter Import Orders • Order Creation Methods • Head & Line Information

**Practice(1) • Create a new customer：CUS######## • Responsibility：Order Management Super User, Vision Operations (USA)

**Practice(2) • Create a sales order & Book order • Prerequisite • Practice(1) were finished • Responsibility：Order Management Super User, Vision Operations (USA)

Oracle Order Management