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The Newbie’s Jumpstart with Oracle OM

Hello I'm a newbie...advice please! where do i start from. I need a guide. I'm enthusiastic and want to learn Oracle Apps/Om. Can you help me out?

These are the questions reader frequently asking, therefore thought to create some post that helps newbie .To start with here to go with OM first.

The first thing you need to understand what is Oracle OM application.

Oracle Order Management lets you record the customer information you need to ship to, bill to and collect from your customers accurately. With Oracle Order Management, you define the business functions for which you want to record customer information.

Any company who use OM can get benefits with these basic and advance need for order processing in the organization :

Oracle Order Management leverages the Oracle Workflow [1] engine to flexibly model and execute any sales order process. The application provides flows for capture, book and invoice right out of the box. The flexible workflow [1] framework makes it easy to add additional steps that are specific to your business. For example, a step can be added if special approval is required or if routing is dependent on characteristics of the order. With Oracle Order management, you can easily create and execute workflows that enforce your best order management practices.

OM is part , Oracle Order Management Suit which consist of:

Modules that support Oracle Order Management

Order Capture From Any Source

Next lets understand different types of order.

The Internal Requisition/Internal Orders [2] process is used for requesting and transferring material from one inventory location to another. An Internal Requisition is initiated in Oracle Purchasing. Sourcing rules can automatically determine if the source type is to be Inventory or an external supplier. Order Management receives information from the Purchasing Application to create an Internal Sales Order. When the sales order is shipped (to indicate either intra or inter-organization movement of goods), the requisition can be received to record receipt of goods.

To generate Internal Sales Order [2] user has to follow the following process steps:

For more details you can go through these posts.

Drop shipments [5] occur when your customer orders product from you, you order the product from your supplier, and your supplier ships the product directly to your customer.

Order Management sends information to the Purchasing Application to create that PO, and then when that PO is received (to indicate shipment from the supplier to your customer), the order line is automatically updated to indicate that it was fulfilled.

To generate Internal Sales Order user has to follow the following process steps:

Required Setup:

For more details you can go through these posts.

Order Management also provides sophisticated tracking of your return material authorizations (RMA).

Returns from a customer occur for a variety of reasons including damage, shipment error, or sampling. Return material processing functionality enables you to manage customer expectations while controlling inventory receipts and customer credit processing.

These are RMA Types:

  1. RMA with Credit Only : This is where your company issues a credit without the customer returning the product.
  2. RMA with Repair :This is where your customer returns a damaged product. Your company repairs and returns the product to the customer.
  3. RMA with Replacement :This is where your customer returns a product and your company sends a replacement product rather than issuing a credit.
  4. RMA With Receipt and Credit :in this senario , customer returns a product and receives credit.
  5. Returned Item Fails Inspection (Exception case) : This is senario , where Your customer returns product, Company inspects product and rejects it. Company scraps product or sends product back to Customer. In this case, you have the option of performing an RMA transaction of type:
  • RMA with Repair
  • RMA with Replacement
  • RMA with Receipt and Credit.

Process Flow of RMA is very simple, but some time getting complex .

 

Managing Return Material Authorization (RMA) [7]

Credit Check

Credit Checking Limits Hierarchy

Credit Limits can be set at the following 5 levels which is called as Credit Checking Limits Hierarchy

  1. Item category level
  2. Site level
  3. Customer level /Customer account
  4. Party level (This level is applicable only if Credit Management is installed)
  5. Operating Unit Default level.

You should be familar with a term called, Pre-Calculated Exposure . In Oracle use of Pre-Calculated Exposure was incorporated to improve performance. Previous versions of credit checking calculated customer exposure accessing underlying transactional tables. When a credit check request was executed, underlying transaction tables were summed to generate customer balance information.

If you ref to Note.293409.1, its mention, Using the pre-calculated exposure option, credit checking will validate exposure against balance information stored in a summary table. The summary table is updated as often as your business practices require, and updates to the table are performed by submitting the Initialize Credit Summaries concurrent program. This program accesses both Oracle Receivables and Order Management transactional tables. It should be scheduled to run periodically, based on your specific business needs.

In order to trigger automatic Credit checking on sales orders it is necessary that the credit checking is enabled for the order type, customer profile and payment terms associated with the transaction.

Credit check set up involves the following setup steps:

  • Step1:Credit Check Rules Setup
  • Step2:Customer Profiles Setup
  • Step3:Payment Terms Setup
  • Step4:Order Types Setup

For more details you can go through these posts.

Returns

As mention earlier, OM is one of the most complex modules in EBS, and in typical complex business model, the integration of other product or third party can't be denied. Processing an Order requires integration with many other business areas. Most integration points with other Oracle products are implemented via PL/SQL-based APIs.You can check a brief discussion for Order Management EBS Integration points.

  • Order Management(OM) Integration Options

Integration and interfacing with your front end application or any custom application you can easily managed. Two options are avaiable Order import and High Volumn Order Import. Check it out what suits your need

Order Mgmt. – Tables/Interfaces/APIs/Workflows

APIs/Interfaces

KFF

Some Important Table Names

More technical details you can find post below:

 

Hope this good starting point for you.