Technical Foundation

Order Management
David Woolbright
DARC Corporation
 Agenda
• Review - Reading an ERD
• Help->Examine-> Block: SYSTEM Field: LAST QUERY
• Overview – Order Management
• Order Management Forms
• Order Management Tables
• Order Management Workflows
• Question and Answers
Reading an ERD
Utility Diagnostics
 OM Flowchart
Overview:
Overview: Order
Order Management
Management Integration
Integration Points
Points
GL

Inventory
Interface Oracle Invoice Customer
Receivables
Oracle Invoice Interface Order Import ,
Inventory Process Order API
Move Orders, Standard
Pick Release, Order
Pick Confirm Pick/Ship Process
APIs
Scheduling/
Sourcing API
Process Order API
Book
Order

Inventory Schedule Enter Order

®
 Overview

Major Functionality includes:

• Creating and Managing Customer Orders
• Controlling Order Flows
– Booking
– Shipping
– Scheduling
– Invoicing
 Order Management Forms
Sales Order Form (Order Management > Orders, Returns > Sales Orders)
 Order Management Forms
Sales Order Form (Order Management > Orders, Returns > Sales Orders)
 Order Management Forms
Transaction Type Form (Order Management > Setup > Transaction Types > Define)
 Order Management Forms
Assign Line Flows Form (Order Management > Setup > Transaction Types > Define)
 Order Management Tables
Supporting Tables

Orders

OE_ORDER_HEADERS_ALL OE_TRANSACTION
_TYPES_ALL

OE_ORDER_LINES_ALL

MTL_SYSTEM_ITEMS_B
 OM Workflows

Order Header Workflow

• Controls parallel workflow functions of the line

– Booking of lines
– Waits for lines to close before it closes
• Associated to the Order Level Transaction Types
 OM Workflows
• Order Line Workflows

• Controls all functions of sales order lines

– Approvals
– Scheduling
– Shipping
– Invoicing
• Associated to the line types assigned to the Order
Level Transaction Types
• Can have multiple line types and line flows tied to the
Order Level Transaction Types
Questions and Answers