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Om Sales

This document provides an overview and summary of key features of an order fulfillment system. It describes the goals of simplifying and expediting the order process, providing accurate order processing and delivery commitments. It outlines the main components including flexible order entry, comprehensive customer data, pricing rules, shipment options, and integration with other modules like inventory and accounting. The main order processing steps are described from order entry through shipment release and accounting updates. It also summarizes trade management features for planning and executing promotions, managing claims, and monitoring promotion budgets and spending.

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48 views48 pages

Om Sales

This document provides an overview and summary of key features of an order fulfillment system. It describes the goals of simplifying and expediting the order process, providing accurate order processing and delivery commitments. It outlines the main components including flexible order entry, comprehensive customer data, pricing rules, shipment options, and integration with other modules like inventory and accounting. The main order processing steps are described from order entry through shipment release and accounting updates. It also summarizes trade management features for planning and executing promotions, managing claims, and monitoring promotion budgets and spending.

Uploaded by

pummysharma
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
You are on page 1/ 48

SALES TO AR CYCLE

ORDER FULFILLMENT

Outline of the Presentation

Goal of the package


Salient features
Process Perspective
Setup
Drilling down the features
System Perspective
Transaction cycle
Trade Management

Order Fulfillment Goals


Simplify sales order entry
Reduce order cycle time
Provide accurate sales order processing
To help you promise, what can be delivered

Salient Features
Checks & controls
Flexible order types
Comprehensive customer information
Pricing features
Independent of inventory UOM
Flexible shipment features

Business Process
Order Management

Book & Pick

Inputs

Process

Customer Order

Customer
Item
Price

Outputs

Shipped Order

Order
Management

AR Update
Inventory Update

Order Process Flow


Services

MTI Scenario

MTO Scenario

Manage Customer
Customer information
Payment and contract terms
Group customers into profile classes
Eliminate duplicate customer information

Profile
Transactions

Profile
Amounts

Manage Order Pricing


Price lists
Pricing contracts
Price change tolerances
Order charges
Price effectivities
Mass price changes
Lowest available price

Pricing Features
Calculation based on line total or order total
Currency specific price list
Maintain price lists to price by individual item,
item class, warehouse, item QC grade, and
freight bill method
Price breaks based on quantity or value

Pricing Features(Contd.)
Price break ups can be entered as unit price,
percent change, or price change based on the
base price
Pricing by customer, customer price class
Order-level and line-level discounts and
charges
Price list effectivity

Order/Line Level
Discounts/Charges

Pricing

Qualifier
Qualifiers determine the who part of eligibility. Qualifiers and
qualifier groups can be linked to Oracle Price Lists and
Oracle Modifiers to define concise rules governing who can
receive particular price, discount, promotion or benefit.

Qualifiers
Qualifier Terms
Qualifier Contexts are flattened hierarchies and a way of
grouping similar qualifying attributes. (Customer, Order, terms
and Volume)
Qualifiers are specific attributes that assist Oracle Pricing with
limiting the who the benefit ot price eligibility.
Qualifier groups AND/OR conditions.

Modifiers
Modifiers enable to setup price adjustments ( like discounts,
surcharges), benefits ( like free goods, coupons) and freight
and special charges that the pricing engine applies
immediately to pricing requests or accrues for later
disbursements.

Modifiers
Modifier List Types:

Discounts.

Surcharge.

Freight/Special Charges

Promotion

Deal

Contd

Modifiers
Modifier Line Types

Discount

Surcharge

Freight

Item Upgrade

Promotional Goods

Coupon Issue

Contd

Promotional Goods

Price Effectivity

For a single organization or all


For a group of customers, or a single
customer
For a period of time

DRILLING DOWN THE


FEATURES

System Enabled Checks

Customer validation
Item validation
Price validation
Credit limit
Stipulate hold and the level of hold

Hold Features

Can stop an order anywhere in the order


cycle
Can be automatically removed by setting up
an expiration date
Can be system generated or manual

Level of Holds Applied


Inventory commit
Picking
Shipping

Order Features

Order status codes

Define your own order types

Order Line Status


OPEN
PICKED
PTLYSHIPPED
SHIPPED
PTLYINVOICED
INVOICED
CLOSED
VOIDED

Customizing Order Types


Work Flow Definition
Sales order processing
Calculate tax
Credit checking
Produce shipment
Invoice generation

Credit Checking

Shipping

Order Entry
Entering a sales order
Reserve goods for a sales order
On-line inventory position
On-line shipment history
Calculate the scheduled to ship date
View and edit an existing order

Order Sources

Manual entry

Import from Legacy

Copying from existing order

Order Date Features

Requested ship date


Scheduled to ship date(Dynamic calculation
base on Carrier Lead Time, Administrative
Lead Time and Replenishment Lead Times
defined in inventory)
Promised ship date

Shipment Features

Flexible shipment schedule


Editable shipping information
Backorder Creation
Changing price during shipment
Allocation of goods
Picklist generation
Release shipment

Miscellaneous Features

Packaged items

Reports and inquiries

Packaged Items

To define containers carrying bulk items


Bulk item fill quantities
Tare weight deviation
Tare volume
Pallet volume and weight
Gross weight
Shipping volume

Steps in the Order Cycle


Order Entry

Goods Allocation

Picking for Shipment

Shipment Release

AR Update

Integration with other Modules


MRP

Accounts
Receivable

Order
Fulfillment

System
Administration

Inventory

System Perspective
Customer

Sales
Order
Sales Order
Header
Sales Order
Line Details
Additional
Information
Shipment
Selection
Shipment Line
Selection
Release
Shipment

Inventory
Summary
Price Selection

Allocation
Pick Lots/Location
Accounts
Receivable
AR Update

Order Fulfillment

Trade Management

Trade Planning
Claims Management

Funds Management

Trade Planning
Easy planning, execution and evaluation of Trade Promotions.
Accurate standing of financial position with Trade
Managements checkbook

Supports comprehensive discount types such as off-invoice,


accruals, lump sum payments as well as buy one get one free
(BOGO) offers

Calculate ROI per deal with Trade Managements Campaign


Forecast and manufacturers ROI Calculator

Claims Management
Efficient processing of promotional payments through the
funds checkbook. Accurate updates to your General Ledger
based on promotional payments of all claims

Quick and efficient deduction management accomplished via


integration to all ERP resources: AR, AP, GL and Order
Management

Supports all claim resolutions: check, credit memo and write


off

Funds Management
Quick and easy creation of Funds and Budgets and quick
systematic assisted allocation of moneys down a sales
hierarchy

Ability to establish thresholds to monitor spending. See at a


glance both current and potential liabilities via Trade
Managements checkbook views

Supports two budget types fixed, fully accrued or live,


along with budget eligibility. Directs your spending where it is
needed most

THANK YOU

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