Oracle ERP Apps Order Management Essentials – EBS R12

Oracle Order Management certification indicates a functional foundation in E-Business Essentials including skills such as how to access and navigate within the R12 E-Business Suite, how to enter data, retrieve information in the form of a query and access online help. Through exam preparation, you will gain the skills necessary to set up and manage the Oracle Order Management process – from sales order creation to auto invoice process in Receivables. This exam targets the intermediate-level implementation team member. Up-to-date training and field experience are recommended

Key Learnings:

Understand the role of Oracle Order Management in the order-to-cash lifecycle and its integration with other Oracle products.
Describe the order entities and various order flows, including standard items, PTO models/kits, drop shipments, and back-to-back orders.
Gain the ability to enter and manage order headers and lines, apply sales credits, split and copy orders, and navigate the Order Organizer.
Set up and utilize Multiple Organization Access Control (MOAC) for managing data across different organizations within Oracle Applications.
Configure Oracle Inventory to support Order Management, including setting up inventory organizations, locations, and defining shipping networks.
Understand Oracle Receivables setup relevant to Order Management, such as managing customer data, payment terms, invoicing, accounting rules, and credit checking.
Learn the setup steps for Oracle Order Management, including profile options, system parameters, transaction types, and document sequences.

Course Content:

Navigating in R12 Oracle Applications

Log in to Oracle Applications
Navigate from Personal Home Page to Applications
Choose a responsibility
Create Favorites and set Preferences
Use Forms and Menus
Enter data using Forms
Search for data using Forms
Access online Help
Run and monitor Reports and Programs
Log out of Oracle Applications

Introduction to Oracle Applications R12

Explain the footprint of R12 E-Business Suite
Describe the benefits of R12 E-Business Suite
Describe R12 E-Business Suite architecture

Shared Entities and Integration

Explain shared entities within R12 E-Business Suite
Describe key integration points and business flows between products in E-Business Suite (EBS)
Identify Key Business Flows and products involved in E-Business Suite (EBS)

Fundamentals of Flexfields

Describe Flexfields and their components
Identify the steps to implement a Flexfield
Define value sets and values
Define Key Flexfields
Define Descriptive Flexfields

Fundamentals of Multi-Org

Define Multiple Organization (Multi-Org)
Describe the types of organizations supported in the Multi-Org model
Explain the entities of Multi-Org
Explain how Multi-Org secures data
Identify key implementation considerations for Multi-Org
Define Multi-Org Access Control
Explain Multi-Org preferences
Explain Enhanced Multiple-Organization Reporting
Explain the concepts of subledger accounting

Fundamentals of Workflow and Alerts

Explain Workflow concepts
Describe the benefits of Workflow

ORDER MANAGEMENT

Overview of Oracle Order Management

Describe Oracle Order Management and its main components
Explain the capabilities of Oracle Order Management
Identify the other products that Oracle Order Management integrates with

Order Entities and Order Flows

Manage Quotes
Manage Order to Cash Lifecycle with Standard Items
Manage Order to Cash Lifecycle with PTO, and ATO Items
Manage Drop Shipments
Manage Back-to-Back Orders
Manage Sales Agreements
Manage Order to Cash Lifecycle with Customer Acceptance

Multiple Organization Access Control Setup

Explain the necessity for multiple organization access control (MOAC)
Identify the Order Management windows (setup and transaction) that use the Operating Unit field and 12i specific MOAC additional features
Perform the various setups involved in implementing MOAC

Oracle Inventory Setup for Oracle Order Management

Explain the structure of an inventory organization
Define subinventories
Use units of measure
Use the item master organization
Define items
Create available-to-promise rules

Oracle Receivables Setup for Oracle Order Management

Define TCA Concepts
Define Customer Information and Payment Terms
Define Invoicing, Accounting Rules and Deferred Revenue
Explain Customer Acceptance and Billing Setups
Defining Invoicing Sources (Batch Source)
Explain Online Transaction Security and Tax-Related Setup Steps
Define Credit Checking

Oracle Order Management Setup Steps

View and Update Profile Options
Create QuickCodes or Lookups
Manage Document Sequencing
Define Transaction Types
Explain Order Header and line Workflows in Transaction Types
Set up Processing Constraints
Define Validation Templates
Define Defaulting Conditions
Define Defaulting Rules
Set up Versioning and Audit History
Setup Available to Promise
Define Scheduling
Create Credit Check Rules

Holds, Order Purge, and Exception Management Setup

Create,Apply and Release Holds – Seeded, Generic
Explain Order and Quote Purge
Explain Exception Management

Basic Pricing Setup

Describe Pricing Process and Basic Pricing Concepts
Maintain Price Lists

Define Pricing Security

Use Qualifiers with various Types of Modifiers
Apply Freight and Special Charges Modifier
Create and Use Price Books

Overview of Shipping Execution

Explain the Oracle Order Management to Oracle Shipping Execution Flow
Describe Shipping Entities
Identify User Interfaces in Oracle Shipping Execution
Identify Key Reports and Processes
Describe integration with Oracle Order Management, Oracle Transportation Execution, and Oracle Warehouse Management

Shipping Execution Setup