Focus Thread Consulting

In this course, students learn about the  order capture and order fulfillment flows that Oracle Order Management facilitates.

This course provides a comprehensive overview of all the Oracle R12 components that feed and perform the activities within the Order to Cash life-cycle.

This is a hands-on lab-intensive course conducted on weekends. Our instructor lead trainings are interactive with Practice and Q/A Sessions. We use industry leading Conferencing Software [with integrated VOIP] to provide trainings.

See the Detailed Course Breakdown Below By Scrolling Down

Course Topics:

Order to Cash Lifecycle

• Ordering and Scheduling Process
• Pricing Process
• Shipping Process
• Auto Invoice Process
• Receivables Process

Overview of Oracle Order Management

• Order Management Process
• Order Management - Multiple Fulfillment Models
• Overview of the Order Management Process

Inventory Organizations

• Describe Enterprise Structure in Oracle Applications
• Defining Units of Measure
• Defining Locations
• Setting up Inventory Organizations
• Establishing Inventory Parameters
• Defining Sub-inventories

Enter Orders

• Entering Simple Negotiation information
• Entering Sales Header and Line information
• Creating Blanket Sales Agreements
• Creating Internal Orders
• Creating Drop Shipments and Back-to- Back Orders
• Scheduling Orders
• Booking and Copying Orders
• Order Import and Identifying Key Setup Elements

Manage Parties and Customer Accounts

• Entering and maintaining party and customer account information
• Creating profile classes and assign them to customer accounts
• Creating and maintain party and customer account information
• Enabling customer account relationships
• Defining TCA party paying relationships
• Merging parties and customer accounts
• Viewing party and customer account information
• Defining setup options

Credit Management

• Setting up for credit management
• Using credit profile changes
• Identifying credit management processing
• Using workflow and lookups
• Reviewing credit management performance
• Applying credit hierarchy

Order Inquiry

• Pricing and Availability
• Order Organizer
• Order Information Portal

Manage Orders

• Entering Order Updates
• Managing Approvals
• Managing Holds
• Managing Credit Checking
• Canceling and Closing Orders
• Purging Orders

Overview of Pricing

• Overview of Pricing in the Order to Cash Lifecycle
• Overview of Pricing Concepts, Integration, Engine
• Overview of Pricing Security
• Overview of Price Lists, Pricing Agreements
• Overview of Formulas, Qualifiers and Modifiers
• Overview of Contexts and Attributes
• Overview of Freight and Special Charges
• Overview of Basic vs. Advanced Pricing

Basic Pricing

• Pricing Security
• Creating Price Lists - Header and Line
• Maintaining Price Lists
• Agreements
• Formula
• Pricing Attributes
• Modifiers - inclusive of Freight & Special Charges modifiers
• Attribute Management

Oracle Shipping Execution

• Pick Release Process
• Ship Confirm Process
• Deliveries and Delivery Lines
• Shipping Parameters
• Pick Release Rules
• Freight Carriers
• Profile Options
• Shipping Execution Reports

Process Invoices using Auto Invoice

• Auto Invoice process
• Defining Auto Invoice
• Correcting errors by using Auto Invoice Exception Handling
Overview of Oracle Receivables Process
• Receivables process positioning within the Order to Cash Life Cycle
• Describing the overall Receivables Process
• Discussing the key areas in the Receivables Process

Bill Presentment Architecture

• Bill presentment architecture processes
• Registering data sources
• Creating templates to present bills
• Defining rules to assign templates to customers
• Printing BPA invoices

Implement Customer Invoices

• Setting up information relating to invoicing
• Major implementation considerations in customer invoicing

Process Invoices

• Describing the way processing invoices fits into the Receivables process
• Entering and completing invoices
• Correcting invoices
• Identifying deposit transaction types
• Printing transactions and statements
• Using event-based management
• Identifying XML receivables documents
• Promised commitment accounts

Implement Receipts

• Setting up information relating to receipts
• Implementation considerations

Receipts

• Receipt processes
• Applying receipts using different methods
• Creating claims
• Using balance segments
• Applying non-manual receipts

Tax Accounting Process

• Tax Accounting processes
• Defining General Tax setup steps
• Entering Tax Adjustments
• Tax Reporting Ledger

Period Closing Process

• Defining the various actions required to close a period in the Order to Cash eBusiness flow
• Using reports to assist in the closing process
• Running the Revenue Recognition program and the General Ledger interface program