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Oracle E-Business Suite R12 Supply Chain Management

Oracle SCM Training Manual

The Oracle Apps Modules covers in Oracle SCM Training Course are 1. Oracle Inventory 2. Oracle Purchasing 3. Oracle Order Management 4. Brief Introduction to Other SCM Modules

Mohammad Younus
Oracle SCM Functional Consultant

Syed Daniyal Ahmed


Oracle SCM Functional Consultant

iTic Systems

Oracle SCM Training Manual

Course Details Introduction to Oracle SCM eBusiness Suite


Identify the com onents that com rise an Oracle ! lication system "avigation to Oracle ! lications #$ lain %asic a lication integration Identify #ntities that are shared %et&een multi le a lications #$ lain different a lication versions ' data%ase versions Multi Org structure and e$ lanation of Sam le Org !ccounting Basics Overvie& on P2P and O2C Cycles

Oracle R12 Purchasing Fundamentals

What you will learn:


In this course( artici ants learn ho& to set u and use Oracle Purchasing to manage the urchasing rocess. )here are hands*on e$ercises( through &hich the artici ants learn ho& to manage su liers( create and maintain re+uest for +uotations and +uotations and manage the a roved su lier list. Partici ants &ill also learn ho& to create re+uisitions and urchase orders and a ly document security( routing and a roval methods. ,inally( students &ill learn ho& to enter and manage recei ts.

Course Objectives:
- Create urchase re+uisitions - Create standard( %lan.et and contract urchase documents - /nderstand ho& to use the !utoCreate &indo&( Create 0eleases rogram and the PO - Create 1ocuments 2or.flo& rocess to automate document creation - Create Standard( #$ ress( Cascade recei ts( Su%stitute recei ts( 0eturns and Corrections - Set u Pay on 0ecei t - 1efine document a roval and routing rocess - 1efine document security and access levels - /nderstand the Period Close rocess for Purchasing - /nderstand Purchasing administration - 1escri%e ho& the Purchasing rocess fits into the Procure to Pay lifecycle - 1efine item categories

Oracle SCM Training Manual


- 1efine Items - 1efine and maintain su liers - Create re+uest for +uotations - Set u and use an a roved su

lier list and sourcing rules

Course Topics:
31 Procure )o Pay 4ifecycle Overvie& Procure to Pay 4ifecycle Oracle Procure to Pay Process Overvie& of Purchasing Process Integration &ith other Oracle ! O en Interfaces lications

32

Procure to Pay Purchasing Overvie&

33

Su

liers

Overvie& of Su Su Su

liers

lier Information lier Site Information liers

Managing Su 0e orts

,inancial O tions Profile O tions 34 #nter rise Structure 4ocations( Organi5ations( /nits of Measure and 1efining 4ocations Items Inventory Organi5ations #sta%lishing Inventory Parameters /nits of Measure Item Categories Item !ttri%utes 1efining and Maintaining Items

Oracle SCM Training Manual


36 0,7s and 7uotations 0e+uest for 7uotation 4ifecycle Creating and Maintaining 0e+uests for 7uotation Creating a Su lier 4ist

7uotations 4ifecycle Creating and Maintaining 7uotations 0e orts Profile O tions 38 ! roved Su lier 4ists and Sourcing 0ules ! Su Su roved Su lier 4ists

lier Statuses lier*Commodity9Item !ttri%utes

Sourcing 0ules 1efault Sourcing Information to 0e+uisitions and Purchase Orders Profile O tions 3: 0e+uisitions 0e+uisition 4ifecycle "otifications 0e+uisition Structure Creating and Maintaining 0e+uisitions Su lier Item Catalog

0e+uisition )em lates 0e orts Profile O tions 3; Purchase Orders Purchase Order )y es Purchase Order Com onents and 0ecord Structure Standard Purchase Order #lements Blan.et Purchase !greements Contract Purchase !greements

Oracle SCM Training Manual


Purchase Order 0evisions 2or.flo& "otifications 0e orts 3< !utomatic 1ocument Creation Creating Purchase 1ocuments from 0e+uisitions !utomatic 0elease =eneration 2or.flo& 1ocument Creation Profile O tions 13 0eceiving 0eceiving 4ocations 0ecei t 0outing 0ecei t Processing Methods 0eceiving )olerances #ntering 0eturns and Corrections Overvie& of Pay on 0ecei t 0e orts Profile O tions 11 1ocument Security( 0outing and ! roval 1ocument Security and !ccess 4evels 1ocument ! Position ! roval * >o%s and Positions roval ?ierarchies

1ocument )y es Creating ! 0e orts 2or.flo& 12 Purchasing !ccounting Overvie& of Purchasing !ccounting Close the PO Period /sing foreign currency 0e orts roval =rou s

Oracle SCM Training Manual


Setu o tions 13 Purchasing !dministration Overvie& of Purchasing !dministration Im ortant concurrent rocesses Im ortant concurrent rocesses 14 Setu Ste s Set / 1ocument Se+uences Set @ey Profile O tions Set / 1escri tive ,le$fields 1efine Purchase Order Matching and )a$ )olerances 1efine ! roval =rou s and !ssignments

1efine Purchasing O tions Set / Sourcing 0ules and !ssignments Perform !dditional System !dministration

Oracle R12 Inventor Management Fundamentals

What you will learn:


)his class focuses on the features( functions and %enefits of the Oracle Inventory a lication. Students &ill learn ho& to set u items( ho& to use the various inventory controls availa%le( ho& to do transactions( transfers( and inventory moves( inventory re lenishment( cycle counting and hysical inventory. Students &ill also learn &here Inventory fits in the overall enter rise structure. )his course reflects the logical flo& of the rocesses involved in inventory management. ,or e$am le( this course covers defining items( receiving items( issuing items( and re lenishing items in the same order. )he e$ercises in this course rovide hands*on e$ erience on using Oracle Inventory to erform many of the rocessing and in+uiry transactions such as receiving( moving( re lenishing inventory items( and generating count tags for hysical inventories. )he hands*on e$ercises also hel you understand ho& to use mo%ile devices to erform transactions such as cycle counting and inventory re lenishment. - Set u organi5ations that corres ond to your %usiness units in Oracle ! - Perform inventory re lenishment. - 1efine inventory items for Oracle Su ly Chain ! lications. - Perform !BC classification and cycle count. - Perform inventory transactions. - /se mo%ile devices to erform inventory transactions. Audience: lications.

Oracle SCM Training Manual


- ,unctional Im lementer Prere uisites: !e uired Prere uisites: - Basic understanding of Inventory Management rinci les - 11i eBusiness Suite #ssentials for Im lementers

Course Objectives:
- 1efine and maintain a cycle count - /nderstand erforming inventory transactions using a mo%ile device - /nderstand the lanning and re lenishment methods availa%le in Oracle Inventory including min* ma$ lanning( reorder* oint lanning( re lenishment counting( and @an%an re lenishment - /nderstand the overall inventory rocess in Oracle Inventory - /nderstand the structure of an inventory organi5ation in Oracle Inventory - /nderstand the role of an item*master organi5ation - 1efine items in Oracle Inventory - 4earn to im lement locator( revision( serial( and lot control for items( and erform transactions for such items - /nderstand the conce t of move orders - Perform inventory transactions such as su%inventory transfer and inter organi5ation transfer - Set u shi ing net&or.s %et&een inventory organi5ations and understand the significance of direct shi ment and intransit shi ment - Create an !BC ran.ing of items to %e used in cycle counting and otentially in determining safety stoc. levels

Course Topics:
0ecei t to Issue /nderstanding the 0ecei t to Issue 4ifecycle /nderstanding 0eceiving Inventory /nderstanding )ransferring Inventory /nderstanding Issuing Inventory

32

1efining Inventory Organi5ations

/nderstanding the Multi*Org ,eature in Oracle ! lications /nderstanding the Structure of an Inventory Organi5ation

Oracle SCM Training Manual


4earning to model an #nter rise in Oracle ! 33 1efining and Maintaining Items( Overvie& Organi5ation Structure( Overvie& 1efining Items( Overvie& Item !ttri%utes and Statuses( Overvie& !ssigning Items to Organi5ations( Overvie& 34 1efining and Maintaining Items( ,undamentals 1efining /nits of Measure #$ laining Item !ttri%utes and Statuses 1efining the Item Master Organi5ation 1efining Items 1efining Item 1eletion Constraints Setting u Item Profile O tions /nderstanding Im lementation Considerations 36 Inventory Controls( Conce ts #$ laining Su%inventories #$ laining 4ocator Control #$ laining 0evision Control #$ laining 4ot Control #$ laining Serial Control 1efining Su%inventories 1efining 4ocator Control 1efining 0evision Control /sing &or.flo& and loo.u s 1efining 4ot Control =enerating Serial "um%er 3: )ransacting Inventory( Conce ts #$ laining )ransaction ,lo&s #$ laining )ransaction )y es #$ laining Move Orders lications

38

Inventory Controls( ,undamentals

Oracle SCM Training Manual


#$ laining Shortage !lerts and "otifications #$ laining Mo%ile )ransactions 3; )ransaction Setu Setting / )ransaction Managers( )ransaction )y es( and )ransaction 0easons Setting u Shi ing "et&or.s

Setting / Movement Statistics Setting / !ccount !liases Setting / Move Orders Setting / Profile O tions 1efining the )ransaction ,lo&s 1efining )ransaction O tions and 0estrictions Performing )ransactions Managing 0ecei ts #$ laining 0eceiving 0e orts Creating Move Orders Performing )ransactions /sing a Mo%ile 1evice Managing Shi ments 13 0e lenishing Inventory( Conce ts /nderstanding Oracle Inventory ,orecasting Methods /nderstanding Oracle Inventory 0e lenishment Methods #$ laining the use of Mo%ile 1evices for Inventory 0e lenishment 11 0e lenishing Inventory( ,undamentals ,orecasting 1emand Performing 0eorder* oint Planning Performing Min*ma$ Planning Performing 0e lenishment Counting =enerating @an%an Cards Setting u !vaila%le to Promise

3<

Issuing and )ransferring Material

Oracle SCM Training Manual


Setting u Inventory Profile Aalues 12 Inventory !ccuracy( Conce ts #$ laining Inventory !ccuracy #$ laining !BC !nalysis #$ laining Cycle Counting #$ laining Physical Inventory #$ laining the use of Mo%ile 1evices for Inventory !ccuracy 13 Inventory !ccuracy( ,undamentals Creating an !BC Com ile 1efining and Maintaining a Cycle Count 1efining Cycle Count Scheduling and 0e+uests 1efining 0ecounts( !dBustments( and ! rovals

Oracle R12 Order Management Fundamentals

What you will learn:


In this course( artici ants &ill learn a%out Order Management rocess flo&s( a lication functionality( and the re+uirements re+uired to manage and control sales order fulfillment. Students &ill receive instruction on ho& to enter and maintain sim le to com le$ Sales Orders. )hey &ill learn ho& to manage changes( and cancellation to orders( and ho& to rocess returns. Students &ill learn critical tangent to ics including Customer9Party Management( Sales Credits( Shi ing( Pricing( and Inventory related to ics such as Items( and Organi5ation structure as they relate to sales order fulfillment. Students &ill also receive information regarding the set u and im lementation considerations of the Order Management roduct. - Maintain arty and customer account information - #nter Orders - Manage Orders

Course Objectives:

Oracle SCM Training Manual


- 4earn the .ey areas in the Order to Cash 4ifecycle - 4earn a%out the integration %et&een Order Management and other a lications - 4earn ho& items integrate &ithin the Order to Cash 4ifecycle - Create and maintain arty and customer account information - Create and rocess different ty es of orders - Manage orders * u dating( canceling( urging( closing - 4earn ricing conce ts and the usage of Pricing #ngine in Order Management - 4earn shi ing conce ts and the role of Shi ing in Order Management

Course Topics:
31 Order to Cash 4ifecycle Overvie& Ordering and Scheduling Process Pricing Process Shi ing Process

!utoinvoice Process 0eceiva%les Process Order Management Process Order Management * Multi le ,ulfillment Models Overvie& of the Order Management Process 33 Inventory Organi5ations and Items 1escri%e #nter rise Structure in Oracle ! 1efining /nits of Measure 1efining 4ocations Setting u Inventory Organi5ations #sta%lishing Inventory Parameters 1efining Su%*inventories Item !ttri%utes Creating an Item 34 #nter Orders #ntering Sim le "egotiation information #ntering Sales ?eader and 4ine information Creating Blan.et Sales !greements lications

32

Overvie& of Oracle Order Management

Oracle SCM Training Manual


Creating Internal Orders Creating 1ro Shi ments and Bac.*to* Bac. Orders Scheduling Orders Boo.ing and Co ying Orders Order Im ort and Identifying @ey Setu #lements 36 Manage Parties and Customer !ccounts #ntering and maintaining arty and customer account information Creating rofile classes and assign them to customer accounts Creating and maintain arty and customer account information #na%ling customer account relationshi s 1efining )C! arty aying relationshi s Merging arties and customer accounts Aie&ing arty and customer account information 1efining setu o tions 38 Credit Management Setting u for credit management /sing credit rofile changes Identifying credit management rocessing /sing &or.flo& and loo.u s 0evie&ing credit management erformance ! lying credit hierarchy

3:

Order In+uiry

Pricing and !vaila%ility Order Organi5er Order Information Portal #ntering Order / dates

Oracle SCM Training Manual


3; Manage Orders Managing ! rovals

Managing ?olds Managing Credit Chec.ing Canceling and Closing Orders Purging Orders

3<

Overvie& of Pricing

Overvie& of Pricing in the Order to Cash 4ifecycle Overvie& of Pricing Conce ts( Integration( #ngine Overvie& of Pricing Security Overvie& of Price 4ists( Pricing !greements Overvie& of ,ormulas( 7ualifiers and Modifiers Overvie& of Conte$ts and !ttri%utes Overvie& of ,reight and S ecial Charges Overvie& of Basic vs. !dvanced Pricing

13

Basic Pricing

Pricing Security Creating Price 4ists * ?eader and 4ine Maintaining Price 4ists !greements ,ormula Pricing !ttri%utes Modifiers * inclusive of ,reight ' S ecial Charges modifiers !ttri%ute Management

11

Oracle Shi

ing #$ecution

Pic. 0elease Process Shi Confirm Process 1eliveries and 1elivery 4ines Shi ing Parameters

Pic. 0elease 0ules

Oracle SCM Training Manual

,reight Carriers Profile O tions Shi ing #$ecution 0e orts