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
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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
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Outline
• Order Management Concept
• Oracle ERP Overview
• Order Management Process
• Pricing
• Manage Customers
• Enter Import Orders
• Pick & Ship Process (four steps)
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Outline
• Order Management Concept
• Oracle ERP Overview
• Order Management Process
• Pricing
• Manage Customers
• Enter Import Orders
• Pick & Ship Process(four steps)
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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
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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
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Outline
• Order Management Concept
• Oracle ERP Overview
• Order Management Process
• Pricing
• Manage Customers
• Enter Import Orders
• Pick & Ship Process (four steps)
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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
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Outline
• Order Management Concept
• Oracle ERP Overview
• Order Management Process
• Pricing
• Manage Customers
• Enter Import Orders
• Pick & Ship Process (four steps)
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Order Management Process
• Basic Order Business Process
• Basic Order Process Flows
• Order Management Flow
• Drop Ship Process
• Internal Order Flow
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Basic Order Business Process
Enter OrderBook Order
Standard Order Process
ScheduleInventory
Pick/Ship
GL
Invoice Customer
Oracle InventoryOracle
InventoryOracle
ReceivablesOracle
Receivables
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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
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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
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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
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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
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Outline
• Order Management Concept
• Oracle ERP Overview
• Order Management Process
• Pricing
• Manage Customers
• Enter Import Orders
• Pick & Ship Process (four steps)
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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
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Pricing Business Scenario
INPUT OUTPUT
PRICING ENGINE
Final PricePrice ListsFormulasModifiersAgreementsAdjustments
Qualifiers
Eligibility
Attributes
WhatOne Customer One Item
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Price Lists
• Contain prices and currencies for products and services– Specific products and services– Product groups
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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)
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Manage Customers
Create customer
profile classes
Assign
customer to
profile classes
Enter customer
information
Create customer
relationships
Eliminate duplicate
information
Review customer
information
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Manage Customers
Create customer
profile classes
Assign
customer to
profile classes
Enter customer
information
Create customer
relationships
Eliminate duplicate
information
Review customer
information
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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.
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Manage Customers
Create customer
profile classes
Assign
customer to
profile classes
Enter customer
information
Create customer
relationships
Eliminate duplicate
information
Review customer
information
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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.
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Enter Customer Methods
Standard Quick Interface
Enter complete details
Enter limited information
Import from other systems
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Standard
• Attribute for Customer
• Attribute for Each Address
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Standard
• Attribute for Customer
• Attribute for Each Address
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Enter Customer Information (con’t)
C2
Ship-To
Contacts
C3
Ship-To
Contacts
Bill-To Ship-ToStatements
C1
CustomerCustomerAARelationships
付款
Contacts
Multi site
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單一地址
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多重地址 ( 一 )
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多重地址 ( 二 )
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Enter Customer Methods
Standard Quick Interface
Enter complete details
Enter limited information
Import from other systems
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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)
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Enter Import Orders
• Order Creation Methods
• Head & Line Information
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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
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Enter Import Orders
• Order Creation Methods
• Head & Line Information
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**Practice(1)
• Create a new customer : CUS########– Responsibility : Order Management Super U
ser, Vision Operations (USA)
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**Practice(2)
• Create a sales order & Book order
• Prerequisite– Practice(1) were finished
– Responsibility : Order Management Super User, Vision Operations (USA)
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Outline
• Order Management Concept
• Oracle ERP Overview
• Order Management Process
• Pricing
• Manage Customers
• Enter Import Orders
• Pick & Ship Process (four steps)
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Configuration Process(four steps)
• Open Ship Transaction Form
• Create Delivery
• Pick Release
• Ship Confirmation
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Shipping Transaction Form
• Verify arrival and departure of Deliveries and Stops
• Execute Pick Release and Ship Confirmation
• Support multileg shipments
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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
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Create Delivery
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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.
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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
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撿貨單處理狀態 (Stage/Pick Confirm)
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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.
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Ship Confirmation
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Ship Confirmation (con’t)
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出貨單
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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)