Oracle Applications 11i Order to Cash: Order Management

Course Code NGE64108

Contents

1. Contents
2. Description
3. Audience
4. Prerequisites
5. Objectives
6. Topics Include
7. Duration
8. Minimum Requirements
9. Media

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Description

This is the first course in the Order to Cash series. It provides users with an overview of the order management module of Oracle Applications 11i. It specifically familiarizes users with booking orders and managing customers and orders. Additionally, the course teaches the benefits and implementation of various features of basic order management.

Audience

The intended audience for this course includes account managers, order processing personnel, financial officers, and sales and inventory personnel.

Prerequisites

(Currently no course prerequisite information)

Objective

• Sequence the activities that are performed in the Order Management phase.
• Identify the components of the Pricing phase.
• Sequence the activities that are performed in the Shipping phase.
• Identify the features of taxation in the Order Management application.
• Identify the rules for defining an order currency.
• Set up units of measure by using the UOM menu option.
• Query an order based on a specific search criteria by using the Find Orders popup window.
• View an attachment for a specific order by using the Attachments popup window.
• View adjustments for a specific order by using the ADJUSTMENTS popup window.
• Identify the tasks performed during the Order Management application setup.
• Create QuickCodes by using the Oracle Order Management Lookups form.
• Modify a profile option by using the Personal Profile Values form.

Topics Include

Unit 1: Manage Customers

• Sequence the activities that are performed in the Order Management phase.
• Identify the components of the Pricing phase.
• Sequence the activities that are performed in the Shipping phase.
• Identify the benefits of using the Order Management application.
• Sequence the steps to manage customers in the Order Management application.
• Identify the features of the New Customer model.
• Identify the benefits of merging customers.
• Match the customer entry methods with their descriptions.
• Create a standard customer entry by using the Customers - Standard form.
• Create a quick customer entry by using the Customers - Quick form.
• Identify the features of the Customer Interface form.
• Create a customer profile class by using the Customer Profile Classes form.
• Create a customer relationship in the Order Management application by using the Relationships window.
• Identify the methods to query customer information.
• Identify the business issues to be considered before entering customer information.
• Select the setup options to be used for over and under shipments to customers.

Unit 2: Entering and Importing Orders

• Identify the features of taxation in the Order Management application.
• Identify the rules for defining an order currency.
• Set up units of measure by using the UOM menu option.
• Match the item setup options with their functions.
• Define an item by using the Master Item form.
• Define a cross-reference by using the Cross Reference Types form.
• Create on-hand quantity in the Inventory application by using the Miscellaneous Transaction form.
• Create a price list by using the Price Lists form.
• Identify the tasks that are performed during the order creation process.
• Create order header information by using the Order Information tabbed page.
• Create order line item information by using the Line Items tabbed page.
• Sequence the steps involved in creating an internal order.
• Import an order by using the Import Orders form.
• Identify the features of the Order Capture application.
• Identify the features of the Order Management application that help leverage CRM functions.
• View order import errors by using the Order Import pop-up window.
• Identify the benefits of the drop ship process.
• Sequence the steps in the drop ship process.
• Identify the features of EDI.
• View EDI errors by using the Navigator window.

Unit 3: Managing Orders

• Query an order based on a specific search criteria by using the Find Orders pop-up window.
• View an attachment for a specific order by using the Attachments pop-up window.
• View adjustments for a specific order by using the ADJUSTMENTS pop-up window.
• Identify the tab in the Additional Order Information pop-up window that is used to view specific information about an order.
• Identify the tab in the Additional Line Information pop-up window that is used to view specific information about an order line.
• Add an attachment to an order manually by using the Attachments icon on the toolbar.
• View process messages by using the Find Message pop-up window.
• View notifications for specific criteria by using the Find Notifications Web page.
• Generate the Cancelled Orders Report by using the Order Management Reports form.
• Modify the price of an order line by using the ADJUSTMENTS pop-up window.
• Copy an order by using the Actions button.
• Modify an order by using the Sales Orders form.
• Apply mass changes to multiple order lines by using the Line Mass Change pop-up window.
• Cancel an order by using the Cancel Order pop-up window.
• Purge orders by using the Order Purge form.
• Define a hold by using the Holds form.
• Create a hold source by using the Create Hold Source command.
• Apply a hold to an order by using the Summary tabbed page.
• Release a hold by using the Summary tabbed page.
• Match the scheduling requirements with the situations in which they are used.
• Schedule an order line by using the Sales Orders form.
• View reservation details of an order line by using the Tools menu.
• Create an invoice by using the INV_WORKFLOW_BACKGROUND form.
• Create a credit memo by using the Sales Orders form.

Unit 4: Order Management: Setup

• Identify the tasks performed during the Order Management application setup.
• Create QuickCodes by using the Oracle Order Management Lookups form.
• Modify a profile option by using the Personal Profile Values form.
• Define a credit check rule by using the Credit Check Rules form.
• Define a defaulting rule by using the Defaulting Setup-Entity Attributes form.
• Define a processing constraint by using the Processing Constraints form.
• Define an attachment by using the Documents form.
• Generate order numbers by using the Document Sequences form.
• Match the Oracle Workflow components with their functions.
• Match the benefits of using Oracle Workflow with the situations in which they are applicable.

Duration

8

Minimum Requirements

The CDROM version of this course requires:

• At least a 486DX 33Mhz CPU.
• Microsoft Windows 3.1 or higher and a Microsoft compatible mouse.
• At least 8MB RAM.
• At least VGA graphics capability with a minimum 512K video RAM (1MB video RAM recommended).
• At least a double speed CDROM drive.
• An MPC compliant sound card with attached speakers or headphones is recommended (Currently, only the CDROM version supports audio).

• At least a 486DX 33Mhz CPU.
• Microsoft Windows 3.1 or higher and a Microsoft compatible mouse.
• At least 8MB RAM and 22MB available hard disk space or file server space.
• At least VGA graphics capability with a minimum 512K video RAM (1MB video RAM recommended).

Media

CDROM