Technical Foundation - Order Management

Technical Foundation Order Management David Woolbright DARC Corporation

Agenda • • • • • • •

Review - Reading an ERD Help->Examine-> Block: SYSTEM Field: LAST QUERY Overview – Order Management Order Management Forms Order Management Tables Order Management Workflows Question and Answers

Reading an ERD

Utility Diagnostics

OM Flowchart Overview: Overview: Order Order Management Management Integration Integration Points Points GL

Inventory Interface Oracle Inventory Move Orders, Pick Release, Pick Confirm APIs

Oracle Receivables Invoice Interface

Customer Order Import , Process Order API

Standard Order Process

Pick/Ship

Process Order API

Invoice

Scheduling/ Sourcing API Book Order

Inventory

Schedule

Enter Order ®

Overview Major Functionality includes: • Creating and Managing Customer Orders • Controlling Order Flows – – – –

Booking Shipping Scheduling Invoicing

Order Management Forms Sales Order Form (Order Management > Orders, Returns > Sales Orders)

Order Management Forms Sales Order Form (Order Management > Orders, Returns > Sales Orders)

Order Management Forms Transaction Type Form (Order Management > Setup > Transaction Types > Define)

Order Management Forms Assign Line Flows Form (Order Management > Setup > Transaction Types > Define)

Order Management Tables Supporting Tables Orders OE_ORDER_HEADERS_ALL

OE_ORDER_LINES_ALL

MTL_SYSTEM_ITEMS_B

OE_TRANSACTION _TYPES_ALL

OM Workflows Order Header Workflow • Controls parallel workflow functions of the line – Booking of lines – Waits for lines to close before it closes

• Associated to the Order Level Transaction Types

OM Workflows • Order Line Workflows • Controls all functions of sales order lines – – – –

Approvals Scheduling Shipping Invoicing

• Associated to the line types assigned to the Order Level Transaction Types • Can have multiple line types and line flows tied to the Order Level Transaction Types

Questions and Answers