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Oracle Order management

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Hussain Abbas
Hussain Abbas

This document provides instructions for using various order management functions in an Oracle system, including: 1. Creating a sales order with customer, order, and line item details. Commission information can also be added. 2. Booking an order by clicking the "Book Order" button at the header or line level. 3. Releasing a sales order for picking/shipping by selecting orders in the "Launch Pick Release" action. 4. Transacting a move order by allocating and transacting from the move order number. 5. Confirming shipment of a delivery by using the "Ship Confirm" action. 6. Canceling a full sales order or individual line by selecting the cancel option and providing

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User Manual Oracle Order Management
Table of Content Sales Order................................................................................................................................................................3 Book Order................................................................................................................................................................8 Release Sales Order..................................................................................................................................................10 Transact Move Order................................................................................................................................................14 Dispatch...................................................................................................................................................................17 Cancel a Sales Order.................................................................................................................................................21 Cancel a Sales Order Line .........................................................................................................................................22 Description Page
Sales Order Navigation Path Order Management Responsibility Order,Returns  Sales Order 1. Order Information In Main Tab fill the following information  Customer Name  Order Type : Local - Yarn , Local – Waste,Export – Yarn, Export – Waste, Local – RM, Stores & Spares  Salesperson  Date Ordered  Price List Click on Descriptive Flex field and fill the following information.  Context value: Additional Information  Sale against LC  Zone  Process location  Delivery terms description  Destination
In Others Tab fill the following information:  Payment Terms  Warehouse In Line items tab fill the following information:  Ordered Item  Qty  Request Date  Schedule Ship Date  Tax Classification Code
Click on Descriptive Flex field Enter the following information  Context Value: Additional Order Line Info  Item Grade  Remarks
Commission Information Tool  Commission Information Search for OMI Commission in collection Plan
Enter the following information:  Commission Agent  Commission Type  Commission Click on ‘Ok’ and close the window.
Book Order An Order can be booked by following ways. 1. By using ‘Book Order’ button on the Sale Order form either at header level or at line level (Sales Order line cannot be booked alone). Click on “Book Order” and the message window will appear. 2. Choose ‘Book Order’ option in Actions button at header level in Order Organizer form.
On successful“Book Order” the message window will appear.
ReleaseSalesOrder Navigation Path Order Management Responsibility Shipping  Transactions Enter the searching criteria Org Code From Order Number To Order Number Then click on ‘Find’
Select ‘Launch Pick Release’ in ‘Actions’ and press ‘Go’ button. Message window will appear.
To view the request View  Requests Click on ‘Find’ button. Close the Request window.
Find order number in transactions. Move Order number will be generated.
TransactMove Order Navigation Path Order Management Responsibility Move Orders Transact Move Orders Search for your Move Order Number and click ‘Find’.
Step 1: Click on check box and Press Allocate. After Successfulallocation “Single” will appear in ‘Allocations’. Step 2: Click on check box and Press Transact.
After Successfultransaction following message will appear. Click ‘Ok’ and close the window.
Dispatch Navigation Path Order Management Responsibility Order,Returns  Sales Order In the ‘Search for’ region select ‘Lines’ and search the relevant ‘Order Number’ and click ‘Find’. Select ‘Auto create deliveries’ in Actions and press ‘Go’.
Delivery Order number will be generated. In the ‘Search for’ region select ‘Deliveries’ and search the relevant ‘Delivery Number’ and click ‘Find’.
Click on ‘Ship confirm’ following window will appear then click ‘Ok’. After successful‘Ship Confirm’ the following message window will appear. To view the request View  Requests
Oracle Order management
Cancela Sales Order Openthe SalesOrder. Click‘Actions’buttonandchoose ‘Cancel’inoptions. Enter the ‘Reason’forcancellationandclick‘Ok’. On successfulcancellation following message will appear.
Cancela Sales OrderLine OpenSalesOrderLine andclick‘Action’button. Followingwindow willappear: Enter the ReasonforcancellationinReasonfieldandpressOK. PressOK.Systemwill take youbackto the Line ItemsTab. Here youcan notice that‘Nil’quantityisappearinginthe Qty field.

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Oracle Order management

  • 2. Table of Content Sales Order................................................................................................................................................................3 Book Order................................................................................................................................................................8 Release Sales Order..................................................................................................................................................10 Transact Move Order................................................................................................................................................14 Dispatch...................................................................................................................................................................17 Cancel a Sales Order.................................................................................................................................................21 Cancel a Sales Order Line .........................................................................................................................................22 Description Page
  • 3. Sales Order Navigation Path Order Management Responsibility Order,Returns  Sales Order 1. Order Information In Main Tab fill the following information  Customer Name  Order Type : Local - Yarn , Local – Waste,Export – Yarn, Export – Waste, Local – RM, Stores & Spares  Salesperson  Date Ordered  Price List Click on Descriptive Flex field and fill the following information.  Context value: Additional Information  Sale against LC  Zone  Process location  Delivery terms description  Destination
  • 4. In Others Tab fill the following information:  Payment Terms  Warehouse In Line items tab fill the following information:  Ordered Item  Qty  Request Date  Schedule Ship Date  Tax Classification Code
  • 5. Click on Descriptive Flex field Enter the following information  Context Value: Additional Order Line Info  Item Grade  Remarks
  • 6. Commission Information Tool  Commission Information Search for OMI Commission in collection Plan
  • 7. Enter the following information:  Commission Agent  Commission Type  Commission Click on ‘Ok’ and close the window.
  • 8. Book Order An Order can be booked by following ways. 1. By using ‘Book Order’ button on the Sale Order form either at header level or at line level (Sales Order line cannot be booked alone). Click on “Book Order” and the message window will appear. 2. Choose ‘Book Order’ option in Actions button at header level in Order Organizer form.
  • 9. On successful“Book Order” the message window will appear.
  • 10. ReleaseSalesOrder Navigation Path Order Management Responsibility Shipping  Transactions Enter the searching criteria Org Code From Order Number To Order Number Then click on ‘Find’
  • 11. Select ‘Launch Pick Release’ in ‘Actions’ and press ‘Go’ button. Message window will appear.
  • 12. To view the request View  Requests Click on ‘Find’ button. Close the Request window.
  • 13. Find order number in transactions. Move Order number will be generated.
  • 14. TransactMove Order Navigation Path Order Management Responsibility Move Orders Transact Move Orders Search for your Move Order Number and click ‘Find’.
  • 15. Step 1: Click on check box and Press Allocate. After Successfulallocation “Single” will appear in ‘Allocations’. Step 2: Click on check box and Press Transact.
  • 16. After Successfultransaction following message will appear. Click ‘Ok’ and close the window.
  • 17. Dispatch Navigation Path Order Management Responsibility Order,Returns  Sales Order In the ‘Search for’ region select ‘Lines’ and search the relevant ‘Order Number’ and click ‘Find’. Select ‘Auto create deliveries’ in Actions and press ‘Go’.
  • 18. Delivery Order number will be generated. In the ‘Search for’ region select ‘Deliveries’ and search the relevant ‘Delivery Number’ and click ‘Find’.
  • 19. Click on ‘Ship confirm’ following window will appear then click ‘Ok’. After successful‘Ship Confirm’ the following message window will appear. To view the request View  Requests
  • 21. Cancela Sales Order Openthe SalesOrder. Click‘Actions’buttonandchoose ‘Cancel’inoptions. Enter the ‘Reason’forcancellationandclick‘Ok’. On successfulcancellation following message will appear.
  • 22. Cancela Sales OrderLine OpenSalesOrderLine andclick‘Action’button. Followingwindow willappear: Enter the ReasonforcancellationinReasonfieldandpressOK. PressOK.Systemwill take youbackto the Line ItemsTab. Here youcan notice that‘Nil’quantityisappearinginthe Qty field.