Course Topics:
Order to Cash Lifecycle Overview
• Ordering and Scheduling Process
• Pricing Process
• Shipping Process
• Autoinvoice Process
• Receivables Process
Overview of Oracle Order Management
• Order Management Process
• Order Management – Multiple Fulfillment Models
• Overview of the Order Management Process
Inventory Organizations and Items
• Describe Enterprise Structure in Oracle Applications
• Defining Units of Measure
• Defining Locations
• Setting up Inventory Organizations
• Establishing Inventory Parameters
• Defining Sub-inventories
• Item Attributes
• Creating an Item
Enter Orders
• Entering Simple Negotiation information
• Entering Sales Header and Line information
• Creating Blanket Sales Agreements
• Creating Internal Orders
• Creating Drop Shipments and Back-to- Back Orders
• Scheduling Orders
• Booking and Copying Orders
• Order Import and Identifying Key Setup Elements
Manage Parties and Customer Accounts
• Entering and maintaining party and customer account information
• Creating profile classes and assign them to customer accounts
• Creating and maintain party and customer account information
• Enabling customer account relationships
• Defining TCA party paying relationships
• Merging parties and customer accounts
• Viewing party and customer account information
• Defining setup options
Credit Management
• Setting up for credit management
• Using credit profile changes
• Identifying credit management processing
• Using workflow and lookups
• Reviewing credit management performance
• Applying credit hierarchy
Order Inquiry
• Pricing and Availability
• Order Organizer
• Order Information Portal
Manage Orders
• Entering Order Updates
• Managing Approvals
• Managing Holds
• Managing Credit Checking
• Canceling and Closing Orders
• Purging Orders
Overview of Pricing
• Overview of Pricing in the Order to Cash Lifecycle
• Overview of Pricing Concepts, Integration, Engine
• Overview of Pricing Security
• Overview of Price Lists, Pricing Agreements
• Overview of Formulas, Qualifiers and Modifiers
• Overview of Contexts and Attributes
• Overview of Freight and Special Charges
• Overview of Basic vs. Advanced Pricing
Basic Pricing
• Pricing Security
• Creating Price Lists – Header and Line
• Maintaining Price Lists
• Agreements
• Formula
• Pricing Attributes
• Modifiers – inclusive of Freight & Special Charges modifiers
• Attribute Management
Oracle Shipping Execution
• Pick Release Process
• Ship Confirm Process
• Deliveries and Delivery Lines
• Shipping Parameters
• Pick Release Rules
• Freight Carriers
• Profile Options
• Shipping Execution Reports