Oracle R12 Order Management

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: DROP SHIPMENTS

• Processing a Drop Shipment Order
• Generate a Purchase Order
• Receipt the Purchase Order
• Invoice the Customer
• Drop Shipment Returns

Session 14: ORDER MANAGEMENT SETUP

• 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 15: MANAGING CUSTOMERS

• Find/Create/Amend/Merge Customer Accounts
• Create Customer Profile Class

Session 16: ORDER MANAGEMENT EXERCISES

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