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Oracle Order Management

This course is designed to give delegates the knowledge to use 11i Order Management to manage the order fulfilment process from order entry, through to shipping confirmation and generation of sales invoices through the AutoInvoice process.

The delegate will learn and acquire skills as follows:

  • Managing Parties
  • Creating Customer Accounts
  • Managing Customer Accounts
  • Creating Profile Classes
  • Assigning Profile Classes to Customer Accounts
  • Entering Sales Order Headers and Sales Order Line Items
  • Checking Stock Availability
  • Scheduling Orders
  • Applying Charges for Freight
  • Booking, Releasing and Picking Orders
  • Releasing and Shipping Orders
  • Confirming Delivery
  • Entering Fast Orders
  • Managing Orders, including Changing and Cancelling Orders
  • Copying Orders
  • Inquiring on or Amending a Pricelist
  • Querying and Processing Order Returns
  • Running Standard Reports
  • Generating Invoices and Credit Notes using AutoInvoice
  • Querying and Printing Invoices and Credit Notes

Who will the Course Benefit?

This course is designed for End Users of Order Management who might include staff working in a customer services department or those involved in fulfilling the orders such as those in a warehouse or logistics team.

Select specific date to see price, venue and full details.

Learning Objectives

By the end of the Oracle Order Management course, delegates will know how to manage customer accounts and to enter and manage orders. They will also learn how to update orders, perform mass changes on orders, create holds, cancel and close orders. They will practice interfacing order lines to Oracle Accounts Receivable in order to generate sales invoices.

Pre-Requisites

The ability to navigate competently in Oracle 11i Applications would be advantageous. Knowledge of the order management process in the delegate's own organisation is required.

Course Content

Course Introduction

  • Administration and Course Materials
  • Course Structure and Agenda
  • Delegate and Trainer Introductions

Session 1: INTRODUCTION TO ORACLE ORDER MANAGEMENT

  • Sales Orders
  • Returns
  • Cancellations
  • Copying Orders
  • Querying Orders or Returns
  • Generating Invoices and Credit Notes
  • Pricelists
  • Mass Changes
  • Holds
  • Integration with Other Modules
  • Folder Functionality

Session 2: SALES ORDERS

  • Standard Orders
  • Quick Orders
  • Standard Orders without Locators
  • Quick Orders without Locators
  • Standard Orders with Locators
  • Quick Orders without Locators

Session 3: RETURNS

  • Returns with Inventory Receipt
  • Returns without Inventory Receipt

Session 4: CANCELLATION OF ORDERS AND RETURNS

  • Cancelling Individual Order or Return Lines
  • Cancelling Entire Orders or Returns

Session 5: COPYING ORDERS

  • Copying Orders
  • Quick Copy
  • Header Copy
  • Lines Copy
  • Pricing Options Copy
  • Copying Lines from One Order to Another

Session 6: QUERYING ORDERS OR RETURNS

  • Run a Query Using Order Organizer
  • Saving a Query
  • Re-running a Saved Query
  • Deleting a Particular Order

Session 7: GENERATING INVOICES AND CREDIT NOTES

  • Running the AutoInvoice Process
  • Querying Invoices and Credit Notes

Session 8: PRINTING INVOICES AND CREDIT NOTES

  • Run the Print Request
  • Monitor the Print Request

Session 9: PRICELISTS

  • Creating a Pricelist
  • Maintaining Pricelists
  • Price Adjustments Using the Price List Setup Screen
  • Price Adjustments Using the Adjust Price List Screen
  • Additions Using the Price List Setup Screen
  • Additions Using the Add Items to Price List Screen
  • Copying a Price List to Create a New Price List

Session 10: MASS CHANGES

  • Mass Changes at Order Header Level
  • Mass Changes at Order Line Level

Session 11: HOLDS

  • Applying Holds
  • View Orders that are on Hold Source
  • View Hold History
  • Define a Hold Source
  • Apply a Hold to a Single Existing Order or Return
  • Apply a Hold to Multiple Order Lines or Return Lines
  • Releasing Holds
  • View or Release a Hold Source
  • Release a Single Existing Order or Return
  • Release a Specific Order Line or Return Line
  • Release Multiple Orders or Returns
  • Release Multiple Order or Return Lines
  • Release Multiple Order or Return Lines for Expired Holds
  • Reports

Session 12: BACKORDERS

  • Check Status of backordered lines
  • Pick Release backordered items
  • Invoice backordered items
  • Backorder Reports

Session 13: ORDER MANAGEMENT SET UP

  • Shipping Execution Roles
  • Copy an Existing Shipping Execution Role
  • Grant a Shipping Execution Role to a User
  • Charges Set Up
  • Set Up a Transaction Type Line
  • Set Up a Transaction Type Order

Session 14: ORDER MANAGEMENT EXERCISES

Follow-On Courses

  • Oracle Accounts Receivable
  • Oracle Inventory

Notes:

  • Course technical content is subject to change without notice.
  • Course content is structured as sessions, this does not strictly map to course timings. Concepts, content and practicals often span sessions.

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