Qafac Om Demo - Final

8/10/2019 Qafac Om Demo - Final

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1Technical Proposal for Implementation of Oracle E-Business Solution PerformanceManagement, Purchasing and HR/Payroll Custom Development

Order Management

Order Management On

Oracle Applications (Process and Workflow)


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Order ManagementOrder to Cash Lifecycle - Overview

Bank ReconciliationInvoice

Pick ReleaseBook

Receipt

Enter

Receivables

Ship Confirm

Order Management

AutoInvoice

Cash Management

Shipping Execution


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Order ManagementOM integration with other modules - Overview

AccountingInvoices

Inventory

General Ledger

Cash Management

Shipping

Order Management

ItemInformation

ReserveDemand

Receivables

Receipts

CRM SuiteCustomers

Pricing

Accounting

OrdersCustomerMaster


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Order ManagementOrder Lifecycle - Overview

Ordering

Scheduling

AutoInvoice toReceivables

Shipping

Receipts

CashManagement Accounting

Ordering

Collecting Bill Presentation Architecture

1.

2.

3.

4.

5.

6.

7.

8.


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Order ManagementOrdering Process Overview

Enter orderor return online

Copy anorder or return

Import from *CRM

or other systemsEDI

Order Import

*Customer Relationship Managementincludes:i Service, i Store,

Teleservice, Telesales,Sales Online, i Support


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Order ManagementOrdering Process Detailed

Enter or ImportOrder

Order Creation Defaulting RulesPricing Availability

Booking Order Scheduling

Managing Orders Bulk UpdatesHoldsPurging

Packing Goods

Shipping

AccountsReceivables

Reservations


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Order ManagementOrdering Process - Salient Features

Quick entry of an order, facilitated by the defaulting rules feature

Multiple fulfillment models from the same sales order form, Ship from Stock, Configure to Order, DropShip etc.,

Ability to use Oracle Configurator to interactively build specific configurations from complex models in

case of configure to order fulfillment mode Viewing stock availability at the time of entering an order

Ability to import orders from other sources/applications like CRM, EDI and other interfaces, Also HVOP

(High Volume Order Processing) concurrent program provided for importing high order volumes Automatic defaulting of unit selling price based on complex rules setup from Pricing/Advanced Pricing

modules

Applying mass changes to all entered orders

Automatic application of holds on an order E.g., Applying credit hold based on customers credit limit

Ability to define different order types like Quotes, Blanket Sales Agreement, Sales Release etc.,

Ability to version control different sales order documents either in manual or automatic modes

Ability to use the sales-credit feature to provide credit to the associated sales representative Ability to define customer relationships and use the same to enhance order entry

Effective managing/tracking of created orders


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Order ManagementPricing Process - Overview

Entered orderline

Price list oragreement

Unit priceModifiers


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Order ManagementPricing Process - Detailed

Calling Application (OM, CRM)

2 Pricing Request

Search Engine

Calculation Engine

Pricing Engine

PricingEntities

Returns price andadjustments

1

3

5

4

6


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Order Management

Scheduling Process - Overview

Checking Available to Promise (ATP) Placing demand

Reservingon-handinventory

Shipping the order

Runningpick release


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Order ManagementScheduling Process - Salient Features

Ability to automatically trigger re-scheduling based on change in the order line request date

Ability to automatically trigger re-scheduling based on change in the ship method Ability to place partial reservations to an order line if partial supply is available, in three modes namely

Fair Share, Percentage and Partial

Ability to run reservations in three types namely Reserve, Simulate and Create Reservation for Set

Ability to ensure that the schedule dates (Schedule Ship Date/ Schedule Arrival Date) either adheres /

not adheres to the latest acceptable date specified by a customer

Ability to automatically change the promise date of an order line, by either changing the request orschedule date

Ability to automatically firm the demand either at the time of scheduling the order or at the time ofpick release

Ability to use the GOP (Global Order Promising) feature to look for on-hand within all warehouses in anorganization when arriving at ATP (Available To Promise)


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Order ManagementScheduling Enhancements


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Order Management

Shipping Process - Overview

Run Pick Release

Ship Confirm Staging Sub-Inventory Pick Confirm

InventoryMove Order

CreatesMove Order

Details

Move Order

MaterialDropped

Load Truck

Transact Move Order


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Order ManagementShipping Process - Salient Features

Pick release process can be customized using three important rules, Release Rules, Release SequenceRules and Pick Slip Grouping Rules

Ability to use planned cross-docking feature at the time of pick-release by looking at potential supplyfrom sources other than Inventory

Ability to use the bulk-picking feature at the time of pick-release to pick by consolidating order linesfrom different sales orders

Ability to influence the type of inventory that is getting allocated for an order line by either usingInventory Picking rules/WMS Rules engine

Pick release and Pick Confirm processes can either be performed manual or automatic modes

Ship Confirm processes automatically depletes inventory and updates the sales order line status, thisinformation can be sent through Auto Invoice to Oracle Accounts Receivables for invoicing

Accounting Information can be sent to General Ledger from Oracle Inventory and Accounts

Receivables Use Auto-Pack functionality to automatically pack delivery lines into one or more containers based on

the item-container relationship defined either in Oracle Shipping or Oracle Inventory

Ability to save and share queries on shipping entities like Delivery Lines, Deliveries Trips and

Containers

Ability to use the Quick Ship feature to ship multiple delivery lines at the same time

Ability to either trigger the seeded/manual shipping exceptions


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Order Management

Auto Invoice Process - Overview

Transaction Data Interface Tables Invoices

Interface ExceptionsCorrected Records


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Order Management

Receivables Process - Overview

Imported Invoices andManuallyCreated Invoices

Review andCorrect Data

Print Invoices

Send InvoicesCollect PaymentsPost Receipts


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Order Management

Receivables Process - Detailed

Enter receipt

Standard Transaction

Copy

Invalidtransaction

Complete, print and send to customer Void

Interface toGeneral Ledger

Review and make corrections

Delete

Validtransaction


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Order ManagementReceivables Process - Salient Features

Ability to automatically import and create invoices using the Auto Invoice program from Oracle OrderManagement

Receipts that have been entered and remitted are available to be used by Cash Management to

reconcile with bank statements Ability to correct printed invoices using an Allow Changes system option

Ability for customers make invoice payments in multiple installments by using a split payment term

option Ability to set when the revenue recognition should take place

Ability to make automatic adjustment against a group of invoices

Ability to create a credit memo and apply it to a standard invoice in order to reduce the balance due

on an invoice Receipts that are applied to an invoice or customer account can be reversed or reapplied at any time

as long as they have not been purged from the system.

Ability to identify past due items by reviewing information online and printing collections reports

Ability to tailor the tax engine to meet the specific needs of your business Oracle iReceivables provides customers with the flexibility to perform extensive inquiries, dispute bills,

pay invoices, and review account balances online


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Order Management

Cash Management Process - Overview

Receive BankStatement

PerformReconciliation

Post toGeneral Ledger

Enter ManualEntries

Review Results

Load and VerifyBank Statement


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Order Management

Quote to Sales Order Overview

Submit toFulfillment*

Process Sales Order

EnterQuote*

Obtain internalapprovals *

Obtain customeracceptance *

* New in11i10


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Order Management

Drop Shipment - Overview

CustomerSupplier

Seller

Ship To

Purchase

Order

Sales Order

Invoice InvoicePurchase

Order

AdvancedShipment Notice


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Order Management

Oracle Shipping - Overview

Sales Order Line Delivery Line

Booked/Scheduled

Delivery Line Delivery Line

Grouped

Delivery

Pick-UpStop

Pick-Up/ Drop-OffStop

Pick-Up/ Drop-OffStop

Drop-OffStop

Trip


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Order Management

Documents

Qafac Om Demo - Final