Oracle Order Management

企業資源規劃企業 e 化之營運管理

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




• Pricing



• 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

Outline




• Pricing




Oracle ERP Overview

銷售預測FCST

顧客訂單orders

物料需求規劃MRP

產能需求規劃CRP

生產排程schedule

採購訂單PO

收料作業receive

在製品管理WIP

發料作業issue

出貨作業shipping

應付帳款AP

付款作業payment

應收帳款AR

收款作業receipt

會計總帳GL

粗略產能規劃RCCP

倉儲管理inventory

主需求排程MDS

主生產排程MPS

採購需求PR

Outline




• Pricing




Order Management Process

• Basic Order Business Process

• Basic Order Process Flows

• Order Management Flow

• Drop Ship Process

• Internal Order Flow

Basic Order Business Process

Enter OrderBook Order

Standard Order Process

ScheduleInventory

Pick/Ship

GL

Invoice Customer

Oracle InventoryOracle

InventoryOracle

ReceivablesOracle

Receivables

Basic Order Process FlowsStandard shippable

(Distributor)Standard shippable

(Distributor)Standard shippable

(Manufacturer)Standard shippable

(Manufacturer)Invoice only

Customer requests orderCustomer requests order

Enter orderEnter order

Book orderBook order

ScheduleSchedule

Release order to ManufacturingRelease order to Manufacturing

Ship product and update inventoryShip product and update inventory

Invoice the customerInvoice the customer

CompleteComplete CompleteComplete CompleteComplete

1

2

3

4

1

2

3

4

5

6

1

2

3

4

5

6

7

選配件產品

訂單輸入發票開立

出貨管理

退貨審核

貨品退回銷貨折讓

訂單排程

重排程

保留

可承諾量查詢

庫存餘額更新

未交訂單管理

撿貨

定義各項流程次序

定義流程元件

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

訂單處理流程定義

授信額度檢查

出貨確認

例外管理訂單保留- 自動- 手動

訂單解除管制

訂價訂單審核確認客戶基本資料線上查詢庫存餘量-可承諾量- 保留量

授信額度檢查

退貨管理

Order Management Flow

訂單完成

Drop Ship Process 投送模式流程

Supplier Order Entry Purchasing Receivables

Enter customerEnter customer

Enter orderEnter order Create POCreate PO

Receive POReceive PO

Ship OrderShip Order

ShipmentNotificationShipment

NotificationShipment

NotificationReceived

ShipmentNotificationReceived

CreateinvoiceCreateinvoice

Close orderClose order

Internal Order FlowRequestorRequestor

Approve requisitionApprove requisition

DemandDemand

Order entryOrder entry

Schedule order Schedule order

Pick Release Pick Release

Direct Direct IntransitIntransit

ReceiveReceive

InventoryInventory ExpenseExpense

InventoryInventory

ExpenseExpense

Import or reschedule requisitions

Manually create

Create internal sales order

Ship confirm

買方：子公司A

賣方：子公司B

Outline




• Pricing




Pricing Concept

• Price concept considerate following questions:

Who use this price?

How should I adjust the price?

What is the item or service?

Qualifiers

Product HierarchyProduct Attributes

Modifiers

Pricing Business Scenario

INPUT OUTPUT

PRICING ENGINE

Final PricePrice ListsFormulasModifiersAgreementsAdjustments

Qualifiers

Eligibility

Attributes

WhatOne Customer One Item

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

Assign

customer to

profile classes

Enter customer

information

Create customer

relationships

Eliminate duplicate

information

Review customer

information

Manage Customers

Create customer

profile classes

Assign

customer to

profile classes

Enter customer

information

Create customer

relationships

Eliminate duplicate

information

Review customer

information

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

Assign

customer to

profile classes

Enter customer

information

Create customer

relationships

Eliminate duplicate

information

Review customer

information

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

Standard Quick Interface

Enter complete details

Enter limited information

Import from other systems

Standard

• Attribute for Customer

• Attribute for Each Address

Standard

• Attribute for Customer

• Attribute for Each Address

Enter Customer Information (con’t)

C2

Ship-To

Contacts

C3

Ship-To

Contacts

Bill-To Ship-ToStatements

C1

CustomerCustomerAARelationships

付款

Contacts

Multi site

單一地址

多重地址 ( 一 )

多重地址 ( 二 )

Enter Customer Methods

Standard Quick Interface

Enter complete details

Enter limited information

Import from other systems

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

Enter order or return online

Copy an order or return

Copy an order or return

EDIEDI Import from other systemsImport from

other systems

Order or return

Order Import

Enter Import Orders

• Order Creation Methods

• Head & Line Information

**Practice(1)

• Create a new customer ： CUS########– Responsibility ： Order Management Super U

ser, Vision Operations (USA)

**Practice(2)

• Create a sales order & Book order

• Prerequisite– Practice(1) were finished

– Responsibility ： Order Management Super User, Vision Operations (USA)

Outline




• Pricing




Configuration Process(four steps)

• Open Ship Transaction Form

• Create Delivery

• Pick Release

• Ship Confirmation

Shipping Transaction Form

• Verify arrival and departure of Deliveries and Stops

• Execute Pick Release and Ship Confirmation

• Support multileg shipments

Delivery

• Consolidation of Sales Order Lines by attributes

• Based on user defined criteria ： – Mandatory grouping criteria consists of ：

• Customer• Ship From location• Ultimate Ship To location

Create Delivery

Pick Release

• Pick Release finds and releases eligible order lines that meet the release criteria; creates Move Orders that move the inventory to staging areas; and optionally, calls inventory Pick Release to reserve items and print the pick slips.

Pick Release (con’t)

• Four methods for Pick Release are ：– Online– Concurrent– Standard Report Submission (SRS) – Select “Launch Pick Release” in the Shipping

Transactions window

撿貨單處理狀態 (Stage/Pick Confirm)

Ship Confirmation

• The material picking process ends when the items are ship confirmed out of inventory.

• Ship-confirming the items removes from the stage area, and reduce existing reversion.

Ship Confirmation

Ship Confirmation (con’t)

出貨單

Practice(3)

• Prerequisite– Practice(1) & Practice(2) were finished

• Pick & Ship -Query your sales order -Launch pick release -(Generate a Pick Slip Report) -Ship confirm -(Generate a Commercial Invoice)

– Responsibility ： Order Management Super User, Vision Operations (USA)

Documents

Oracle Order Management