how to be a hero with oracle e-business suite order management

How to be a “HERO” withOrder Management

Earl Eldridge , Senior DirectorProduct Management

Subhra Datta, DirectorProduct Development

September 30, 2014

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |


Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

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Wondering how to get the best out of Oracle’s Order Management?

Pondering how to resolve those nagging issues?

We have the answers.

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Welcome to Order Management session, “How to be a Hero with Order Management product”. We will try to address some of the commonly faced issues with OM product and how you can possibly make use of standard Oracle Order Management features to overcome those issues.


Agenda

Order Entry / Validations

Credit and Tax Management

Scheduling

Approvals and Workflow

Internal Sales Orders

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Selling Services

Returns

User Interface

Performance Improvement

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The agenda for this session is to cover the above functional areas, and talk about the lesser known features/facts in these areas.


Agenda

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Scheduling



Selling Services

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User Interface


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User Defined Attributes - UDA Have used up all the available attributes of DFF, but still need more.

Need to capture multiple Contexts and related attribute values for the same Order / Line.

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“User Defined Attributes (UDA)”

Allows capturing additional information for the Order Header and/or Lines.

Allows defining unlimited number of attributes, attribute groups and pages.

Co-exists with the current DFF framework

Can be imported using Order Import.

Capture additional information for the Order Header and/or Lines through a set of user defined alpha/number/date attributes. Define unlimited number of attributes, attribute groups and pages. Co-exists with the current DFF framework Import using Order Import as well.


Item Orderability Need to be able to order correct product for the customer.

We need to import set of Item Orderability rules from an external application to EBS.

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“Item Orderability Rules”

Set up rules for an Item or Item Category.

“Inclusion” and “Exclusion” rules.

Public API to bulk import Item Orderability Rules.

Item Orderability rules can be setup for an Item or Item Category. Rules can be defined on “Inclusion” and “Exclusion” basis. Use profile “OM: Use Materialized View for Items LoV” to determine if rules should be enforced during product selection itself. Regardless of the profile value, rules will always be enforced upon saving the Order. Public API to bulk import Item Orderability Rules. 12.1.3


Agenda

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Scheduling



Selling Services

Returns

User Interface


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Credit Checking – Using Tolerance Orders repeatedly go on Credit Check Failure Hold for minor changes in Order Amount, including back orders.

We use Customer Level Limits but still Orders go on Credit Check Failure Hold if Bill To Site is changed within the same Customer.

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“Tolerance” in Credit Check Rule

Order Amount change within Tolerance will not trigger Credit Checking.

Tolerance is not applicable for Currency Code, Payment Type, Bill To Customer, Commitment ID change .

No limit at old or new Bill to Site level will avoid triggering Credit Check for Bill to Site change.

You can now define “Tolerance” in Credit Check rule setup, either in the form of a % of Order Amount or an absolute amount. Changes to Order Amount will be compared to the specified Tolerance, and Credit Checking will not be triggered for changes within Tolerance. If both % and Amount are specified, lesser of the two will be considered. Changes to Currency Code, Payment Type, Bill To Customer, Commitment ID will trigger Credit Checking irrespective of Tolerance. If limits are not defined at either the old or new Bill to Site level, then system will not trigger Credit Checking on changing Bill to Site. Release 12.1.3


Credit Hold and Credit Checking

“Credit Hold” and “Credit Checking Hold” ? How are these relevant for my business?

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“Credit Hold” puts credit check failure hold on all orders of a customer.

“Credit Check” does credit worthiness and credit exposure check of the customer.

“Credit Hold” gets higher precedence.

“Credit Hold” is equivalent to creating a Hold Source for this Customer / Site.

If the “Credit Hold” option is selected, all existing and future orders for the customer will be placed on credit check failure hold without evaluating credit worthiness and exposure. If the “Credit Check” box is selected, credit worthiness and credit exposure of the customer is dynamically evaluated from order booking onwards. If both are selected “Credit Hold” gets higher precedence. Selecting “Credit Hold” is equivalent to creating a Hold Source for this Customer / Site.


My orders go unexpectedly on hold.

Credit exposure picture is not real time.

Current Order amount is not included in Exposure.

Need to run Initialize Credit Summaries program too often.

Online Line Level Credit Checking

solves these problems.

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Line Level Credit Checking

Limitations with Online Line Level Credit Checking have been eliminated. No longer needed to execute the resource / performance intensive “Initialize Credit Summaries” concurrent program to keep updating the Pre-Calculated Exposure. Limitations that have been addressed: Exposure calculation did not consider current order amount for updates done on an Order after

booking. Only during booking process current order amount was considered in total exposure calculation.

Inability to consider both un-invoiced orders and current order amount in exposure calculation. Inability to use the combination of “Include Un invoiced Orders” and the system Parameter “Credit

Hold Sequence”. Credit checking did not happen on real time data.

How to make use of the new “Online Line Level Credit Checking”? Very simple! Just un-check the “Use Pre-Calculated Exposure” check box in Credit Check Rules setup form. Available in 12.2.3. Backport to 12.1.3 to be available next year.


Credit Card – Reversal and Re-Authorization

Customer cancelled the Order but the Amount on customer’s Credit Card is still blocked .

Initial Order amount changed as customer modified the order .

How do we do authorization for the new / balance amount?

Wrong Credit Card on the Order got authorized. Order is updated with new Credit Card information. System does not reverse the earlier Authorization and initiate a new .

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Automatic Reversal and Re-Authorization of new Amounts

Reverse the Authorization on old Credit Card, and trigger Authorization on the New Card

Reversal of Authorization on Cancellation of Order.

Reversal and Re-Authorization can be deferred to specific events.

Order can be put on Hold, until Reversal and Re-Authorization is triggered.

You can also Import External/3rd Party system Authorization to OM.

Questions : The amount on my customer’s Credit Card is blocked for some time, even though they cancelled the Order. Customer initially placed an Order for 1000$, we authorized the amount on the card. Later customer modified the Order and now the Order Amount is 6000$. How do we initiate an authorization for the new / balance amount? Our user entered a wrong Credit Card on the Order, and it got authorized. Now we have updated the Order with new Credit Card information, but it does not reverse the authorization on the earlier card and initiate an authorization on the new card. Answers : Now Credit Card Reversal and Re-Authorization feature supports all this and more:

Automatic Reversal and Re-Authorization of new Amounts, when ever an already Authorized Order Amount is changed.

Reverse the Authorization on old Credit Card, and trigger Authorization on New Card, when Card details are updated on the Order.

Reversal of Authorization on Cancellation of Order. Optionally defer Reversal and Re-Authorization to specific events. Optionally place the Order on Hold, until Reversal and Re-Authorization is triggered either

Manually or Automatically. Helps release un-necessarily blocked Credit Limit on the Card. Minimizes exposure to Credit Risks. Authorization from External system:

Our Orders come from an external system, where Credit Card Authorization is already done. Can we import these Orders along with Credit Card information, but ensure OM does not trigger another Authorization in EBS? Can we have the Credit Card details on the order for information purpose only and suppress Authorizations from OM? “Yes”, it is possible. If Authorization is captured from an external system using EBS iPayments, then you can simply pass “TRXN_EXTENSION_ID” (either in header or line payments table structure) along with other credit card information. If Authorization is captured from an external system using third party systems (like Paypal), then you can pass approval code in column “CREDIT_CARD_APPROVAL_CODE” (either in header or line payments table structure) along with other credit card information. 12.2


Tax Calculation for Freight Charges

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I need Tax on Freight also to be part of OM Tax Estimates but I need it to be accurate and in sync with AR.

Set

“Invoice Freight as Revenue” = Yes

to have Tax on freight calculated

and displayed in OM.

Estimated taxes on freight charges is calculated and displayed in OM if “Invoice Freight as Revenue” = Yes. Tax amount on Order Line shows total tax on the line i.e. the sum of Tax on Extended Price and Tax on Line Level Freight Charges. Tax amount on Order Header shows taxes on all Lines + Tax on Header Level Freight Charges.

Enabled by system parameter Estimated taxes synced with tax calculation in AR Provides additional flexibility for Exposure/Outstanding Balance calculation during Credit Checking New profile option to calculate/recalculate on save

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Agenda

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Scheduling



Selling Services

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User Interface


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Scheduling Issues

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We need to fulfill our orders with whatever quantity is available at requested date and ship the balance once available automatically.

We have an older product available and want to use that up while systematically splitting the line to fulfill the remainder with a substitute.

In the reverse situation we need to automatically substitute an item if the full amount is not available to be shipped as my customer will not take split lines.


Auto Split Order Line During Scheduling

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Need to be able to schedule partial quantity if complete quantity is not available.

Enable “Scheduling Auto Split”. The order line will split to use up the current available quantity

Supports “Item Substitution” for remaining unavailable quantity .

Business Problem: On scheduling, if complete Quantity is not available to be shipped then either scheduling fails or order line gets scheduled to a later date. Partial quantity which is available currently is stocked up in the inventory Available with 12.2.2 (i.e., GA 12.2).


“Override ATP” via Mass Change

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Need to schedule multiple lines in “Override ATP” mode. Current manual process is slow and error prone.

Select “Override ATP” checkbox in

Mass Change form to schedule

multiple lines in one go .

How does a user schedule multiple lines in “Override ATP” mode ? Manually click on “Override ATP” for multiple lines in the Sales Order form and then change Schedule Ship/Arrival Date for all the order lines in order to successfully schedule them. This process consumes a lot of time and is potentially error prone. Available with 12.2.3 and as a backport on top of 12.1.3.


Prevent Auto Scheduling for ship/arrival sets

Line gets scheduled upon saving if it is part of ship/arrival set causing performance issue, pre-mature visibility to production, unnecessary consumption of available qty to be reserved.

Need to remove from set to prevent scheduling.

Set the new system parameter “OM : Auto Schedule Sets” to No.

Make sure the profile OM:AutoSchedule is set to No.

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Line gets scheduled upon saving if it is part of ship/arrival set causing performance issue, pre-mature visibility to production, unnecessary consumption of available qty to be reserved. Need to remove from set to prevent scheduling. Setting the profile “OM : Auto Schedule Sets” to No makes sure that lines are not automatically scheduled even when they are part of a set. Make sure the profile OM:AutoSchedule is set to No. Available with 12.1.3.


Agenda

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Scheduling



Selling Services

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User Interface


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Integration with Oracle Approvals Management

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My No Charge orders need authorization approvals!

Need to send a document for approval to dynamic list of approvers based on user defined criteria.

Need to send a document to multiple approvers at one go.

OM – Oracle Approvals

Management integration

Define appropriate business rules and conditions in AME.

Assign appropriate workflow process.

Yes, check the “Use Approvals Management Engine” checkbox in Transaction Types form. Define appropriate business rules and conditions in AME. Assign appropriate workflow process: Negotiation Flow - Generic with Approval or Order Flow - Mixed or Return with Approval Set up Define Approval hierarchy for RMA ,Negotiation Flow and Sales Agreements. Dynamically generate Approvers List and send notifications. Define parallel approvers, Serial Approvers. Process various approval voting such as serial, consensus, First-responder. Use seeded or user defined conditions and attributes to create AME rules. Available with 12.2.2 (i.e., GA 12.2)


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Selling Services

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User Interface


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Item Substitution on Internal Sales Order Lines

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How can we substitute an item for Internal Sales Orders.

We cannot wait for the original item to be available or cancel the ISO and create new IR for the substitute item .

Set system parameter “Item Substitution for Internal Order”

Automatic substitution via Scheduling is also supported

Yes. Hence system parameter “Item Substitution on Internal Order” has been introduced. Set the value appropriately to substitute item on ISO line. Automatic substitution via Scheduling is also supported Available with 12.2.4.


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Agenda

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Scheduling



Selling Services

Returns

User Interface


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Need to sell both Products and Subscriptions.

Need common Invoice for Products and Subscriptions.

Subscriptions as a Bundle/Configuration.

Extended warranties for Subscription.

Ordering Subscription Services from OM

Tangible and Intangible Subscriptions.

Include Subscriptions in model/kit like Cloud Subscription with Apps, Java.

Extended warranties for Subscriptions.

Extended Warranty as Promotion.

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Subscription Services

Subscription attributes in OM

Order “Tangible” and/or “Intangible” Subscription Contracts from OM. Order “Extended Warranties” that cover “Subscription Contracts”. “Subscription Contracts” can be included in a Model/Kit. Capture additional Service related attributes on the Order Line: For Extended Warranty & Subscriptions: • Service Billing Option, Service Billing Profile, Service First Period Bill Amount, Service First Period End

Date For Extended Warranties only • Service Coverage Level For Subscription Contracts only: • Subscription Template, Subscription Service

New Billing Options: Invoice entire duration from OM Invoice first amount from OM subsequent periods from Service Contracts Invoices for all installments from Service Contracts. No Invoice from OM

A new field on the order line “Billing Profile” determines the billing frequency and billing amount. On fulfillment of Sales Order Line, Subscription Contracts are automatically created in OKS.

• Now system supports defining Extended Warranty as a Promotion Offer in Advanced Pricing. On

purchase of Goods, Extended Warranty Line gets created and gets attached automatically to the Product Line.

12.2 release


Subscription Ordering• Single UI for users to enter

Orders for both Products and Subscriptions

– A single UI in OM, provides ability to create Orders for both Products and Subscription Services.

– Once Sales Order is confirmed Service Contract is automatically created.

– Benefits of all the OM features like Credit Checking, Defaulting, Processing Constraints, Workflow

– One single public API and OrderImport support

• Single Customer Invoice for both Products and Services

– Since Products and Services were Ordered using two different UIs (OM & OKS), two separate invoices used to get generated.

– Single Invoice, for single Order.

– Consolidated Invoice from OM for both Products and Services.

– Optionally Services can be billed for just the first period amount from OM.

• Configurator support for Subscription Services

– Provides ability to sell Subscription Services as a “Bundle”.

– Allows user to configure / choose the Subscription Services needed for their business.

– Leverage BOM and CZ capabilities to setup “mutually exclusive” services, or enforce “mandatory” options of a Service.

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Enabling Configurator for Return Orders

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Need to be able create accurate RMAs through Configurator?

Set profile “OM: Enable Configuration UI for RMA” to Yes

Allows to achieve increased operational efficiency and accuracy during processing of returns.

Configure ATO/PTO Models in non-referenced return orders. Populate selected Options (and Option Classes) as child lines. Explosion of included items for Models and Kits. Cascade attributes like return reason from top level to child lines. Modify return quantity on child lines (within min-max quantity setup in Bill of Materials). Increased operational efficiency and accuracy during processing of returns. Available with 12.2.4.


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Scheduling



Selling Services

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User Interface


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My sales reps, users, customers need to check Order statuses and more. To do this we are having to build extensions or my CSRs are being questioned daily. How can Oracle help me?

My CSRs need better search capabilities and we wind up creating daily reports for them based on orders received.

Sometimes Sales personnel do not have access to their PCs. What can we do to support them?

We are customizing our UIs to be more user friendly – can you Help?

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Requests for Information?


Web enabled, self service app

Enables users to view detailed sales order, delivery and invoice information online

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Order Information PortalOrder, Delivery & Invoice Details

OIP has been enhanced to allow contacts associated with the Bill To Customer on the sales order to view and track sales orders. External users can subscribe to receive notifications based on key business events such as Booking, Scheduling, Schedule Date Changes and Shipping. When these business events occur, workflows will be launched to:

a. Identify those users who should receive the notification. b. Prepare and send the notification to all eligible users.

OIP has been integrated with FND Security to enable rules-based access to the summary and detail views of sales orders and deliveries User can enable to receive notifications for order status updates (Booking, Scheduling, Schedule Date Change, Shipping) by setting up preferences within OIP that is accessible at user level Integrated with FND_security Notifications are only applicable to external users Profiles: OM: Order View for External Users OM: Raise Status Change Business Event


Search & Analyze Orders/Order Lines In Endeca


Mobile Sales Order Inquiry

Easily find orders for my customers

View open orders with alerts highlighted

Get overview of the order and alerts

View an order line shipment status

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HTML User Interface

• Has functional parity with existing Forms UI for Sales Orders and Order Search in Order Organizer and Scheduling Organizer

• Shares a common foundation with the existing Forms UI e.g. Workflow, Defaulting Rules, Item Orderability, Processing Constraints, etc.

• Enhanced Usability:– Tablet friendly layout

– User configurable

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Edit Order


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Selling Services

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Performance

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How can we improve our performance across the board?


High Volume Order Processing and Order ImportHigh Volume Order Processing (HVOP)

Is capable of processing millions of order lines daily

Enhanced in 12.1 to support Tax and Configurations

Enhanced to import successful lines, retaining failed lines to be re-submitted

Leverages the Same Order Import Tables

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Blended Approach to get Maximum throughput of Importing Orders

Import high velocity orders through HVOP

Use Order Import for Returns, Internal Orders, Drop Ships, Orders with Sets

Separate/categorize orders by order source. Process the appropriate order source(s) through HVOP and Order Import

Order Import Capable of processing tens of thousands of order lines dailySupports all features of Process Order API

Refer to HVOP Evaluation Questionnaire in MyOracleSupport (MOS)


Work Flow

Defer post booking workflow activities like schedule line or ship interface.

Consider deferring booking to avoid peak hour .

Use “Purge Order Management Workflow” concurrent program to purge workflows on regular basis.

Pricing

Use custom hook for zero dollar lines to avoid pricing.

Tax

Delayed Tax .

Defer to invoicing if possible.

Scheduling

Consider Limiting ATP to few critical items.

Delayed Scheduling.

Try populating the warehouse on the line to avoid extra processing.

Check if arrival/lead time scheduling can be avoided.

On “Bill Only” lines types, set Scheduling Level to “Inactive Demand without Reservations”.

Credit Checking and Payments

Limit credit checking to high risk customers.

Defer Payment Processing.

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Order Import/ HVOP

Specify id columns in the interface tables to speed up the process .

Avoid costly defaulting by passing column values in the interface tables.

Auto-scheduling(with Delay Scheduling) is more efficient for Order Import and HVOP than WF scheduling. Then Run Reserve orders program if needed.

Avoid using header level fulfillment set for large orders having bill only lines.

Improve peak hour performance

Improving Performance in Order Management (Doc ID 411879.1) in MOS


Oracle Applications: Current Release and RoadmapOracle E-Business Suite: Order Management Family

Order Management• Web-based Order Entry & Search UI• Item Substitution in Internal Orders• Configurator Returns• Productivity & Performance ERs• Support for EBS Yard Management

iStore• Multi-customer access• Usability Enhancements

Quoting• Usability Enhancements• Margin Computation • Purge Quote

Channel Revenue Management• Continued OAF Uptake• Volume Offer ERs…• Enhanced Checkbook & Budget Checkbooks• Offers Support for QP TCA Hierarchy• Autopay by OU

Order Management• Mobile App: Sales Orders for EBS• Sellers Workbench: Margin Analysis, Rebates• Continuation of HTML UIs• Parallel Thread Support for Schedule Order

Program• Manual ISO Splits

iStore• QA Check• Item Orderability

Quoting• Quote Validation• Solution Ordering• User Defined Attributes

Channel Revenue Management• Deferred Accrual & Revenue Recognition

Support• Mobile Support for Offers & Claims Approval• Continued OAF Uptake • Manual Approval/Rejection for Ship & Debit

Batches

Order Management• Returns for Internal Orders• Extended Warranty in BOM/Configurator• Mobile App: for Direct Story Delivery• Continuation of HTML UIs• Enhanced Global Trade Management

IntegrationsiStore• Item Cross References• Mobile application• Integration with RTD

Quoting• Integration with Global Trade Management• Integration with Channel Revenue Management• Integration with RTD

Channel Revenue Management• Provisional Accruals• Enhanced WSD Support• AME Integrations for all ChRM Modules• Enhanced Indirect Sales Order Error Processing

Release 12.2.4August 2014

What’s Next0-12 month planning cycle

Future DirectionsPost 12 month planning cycle

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Order Management Sessions

Oracle E-Business Suite Order Management: Presenting the HTML and Mobile User Experience [CON7613]

• Bhavana Sharma - Sr. Principal Product Manager, Oracle

• Durgaprasad Bodapati - Director, Product Management, Oracle

Thursday, Oct 2, 12:45 PM - 1:30 PM - Westin Market Street - Franciscan II

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Moscone West Upper Right WUR-021

• Order Management

• Advanced Pricing

• Supply Chain Event Mgmt

Oracle Demogrounds

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Additional Resources

• R12.1 / R12.2 : Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Documents (Doc ID 1302189.1)

• Oracle Order Management Release Notes for Release 12.2.4 (Doc ID 1906521.1)

• Oracle E-Business Suite Extensions for Oracle Endeca Release Notes for Release 12.2 V5 (Doc ID 1663193.1)

• Oracle Order Management User’s guide and Implementation guide


Questions and Answers

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Thank You!

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This slide can also be used as a Q and A slide

how to be a hero with oracle e-business suite order management

Documents

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order import

order management product

order header andor lines

set of item orderability

order line

item category

order management session