Oracle R12 Order Management

This Oracle R12 Order Management course is designed to give delegates the knowledge to use Oracle R12 Order Management to manage the order fulfilment process, from order entry, through to shipping confirmation and generation of sales invoices through the AutoInvoice process.

The delegate will practice:

• Managing Parties
• Creating Customer Accounts
• Managing Customer Accounts
• Creating Profile Classes
• Assigning Profile Classes to Customer Accounts
• Entering Sales Order Headers and Sales Order Line Items
• Checking Stock Availability
• Scheduling Orders
• Applying Charges for Freight
• Booking, Releasing and Picking Orders
• Releasing and Shipping Orders
• Confirming Delivery
• Entering Fast Orders
• Managing Orders, including Changing and Cancelling Orders
• Copying Orders
• Inquiring on or Amending a Pricelist
• Querying and Processing Order Returns
• Running Standard Reports
• Generating Invoices and Credit Notes using AutoInvoice
• Querying and Printing Invoices and Credit Notes

The course is designed for End Users of Order Management who might include staff working in a customer services department, or those involved in fulfilling the orders such as those in a warehouse or logistics team.

By the end of this Oracle R12 Order Management course, delegates will know how to manage customer accounts and to enter and manage orders.  They will also learn how to update orders, perform mass changes on orders, create holds, cancel and close orders.  They will practice interfacing order lines to Oracle Accounts Receivable in order to generate sales invoices.

The ability to navigate competently in Oracle Applications would be advantageous.  Knowledge of the order management process in the delegates' own organisation.

• Oracle R12 Accounts Receivable
• Oracle R12 Inventory

NOTE: Course technical content is subject to change without notice.

• Administration and Course Materials
• Course Structure and Agenda
• Delegate and Trainer Introductions

• 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

• Standard Orders
• Quick Orders
• Standard Orders without Locators
• Quick Orders without Locators
• Standard Orders with Locators
• Quick Orders without Locators

• Returns with Inventory Receipt
• Returns without Inventory Receipt

• Cancelling Individual Order or Return Lines
• Cancelling Entire Orders or Returns

• Copying Orders
• Quick Copy
• Header Copy
• Lines Copy
• Pricing Options Copy
• Copying Lines from One Order to Another

• Run a Query Using Order Organizer
• Saving a Query
• Re-running a Saved Query
• Deleting a Particular Order

• Running the AutoInvoice Process
• Querying Invoices and Credit Notes

• Run the Print Request
• Monitor the Print Request

• 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

• Mass Changes at Order Header Level
• Mass Changes at Order Line Level

• 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

• Check Status of Backordered Lines
• Pick Release Backordered Items
• Invoice Backordered Items
• Backorder Reports

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

• 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

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