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Oracle OM Process Flows
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Prepared By: Sreekanth

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Contents
Quote Management
Order-To-Cash (O2C)Cycle
Drop-Shipment Process
Back-To-Back Process
Quote Management
Quotes
Oracle Quotes offers capability to create Quotes and

Progress it through the Negotiation phase and finally
creates Sales Order.
In case any Organization has complex / advance quoting

needs you should Implement Oracle Sales Quoting.
One of advantage of Sales Quoting is that it enhance user

experience, since it is part of OM , it retrieve all the relevant
information from the Order management and once created and
approved it creates Sales Order without much input from user.
In Oracle OM Quotes, Oracle has provided
Negotiation
Customer Acceptance and
Sale Order creation feature.
Quote Management Flow

This stage ensures the customer details
and pricing details are entered correctly.

In this stage the created quote will

be forwarded for internal approval.
Strictly Private & Confidential | 2012 GalaxE.Solutions, Inc.


This Process forwards the quote to
the Customer for acceptance.


This Process forwards the quote to
the Customer for acceptance.
This Process creates the
order automatically.
10
Negotiation WorkFlow
11
Go to OM Orders, Returns Negotiation Quote

The screen shows that the details of customer are
entered properly and the status will be as Draft.
In the tables quote_headers_all and quote_lines_all
the status will be displayed as Draft.
12
Submit for Internal

Once the draftApproval
is done then creator shall submit
it for
internal approval. This can be done from Action button

then select Progress Quote and submit for approval.
13
After forwarding for internal approval the status

will be changed to Pending Internal Approval.
14
Customer Acceptance
After the quote gets approved internally, Work Flow will move
further and the status changes to Pending Customer Acceptance
15
After receiving confirmation from

customer
user
may
take
the
appropriate action.
Lets say customer sent Acceptance.
So go to Actions button and select
Customer Acceptance option.
16
At this stage quote WF is completed and Sales Order WF

starts for header as well as for order lines. Sales Order get
created automatically for the same quote number.
17
The
header
information
is
stored
in
OE_ORDER_HEADERS_ALL and the line information in

OE_ORDER_LINES_ALL when the order is entered.
The column called FLOW_STATUS_CODE is available in both
the headers and lines tables which tell us the status of the
order at each stage.
At
this
stage,
the
FLOW_STATUS_CODE
in
OE_ORDER_HEADERS_ALL is Entered.
After that the normal O2C (Order-to-Cash) process will be
performed.
18
O2C (Order-To-Cash) Cycle
19
O2C
Order to cash cycle is the business process which is concerned with the
process
of
selling
of
goods
to
the
customer
and
receiving
the
corresponding payment for the sold goods. It is the basic cycle which is the
backbone of operation in any supply chain business.
An order to cash cycle consists of multiple sub-processes including:
Customer order is documented
Order is fulfilled or service is scheduled
Order is shipped to customer or service is performed
Invoice is created and sent to customer
Customer sends payment /Collection
Payment is recorded in general ledger

20
21
Entering the Order

TheOrder to Cash Processflow starts with entering the order
with a standard item into system.
the items are validated in oracle inventory,
the price is calculated for the items using the pricing engine;
the availability of the items are checked and may be
reserved. Once all the required fields are entered on both the
header and the lines, you can book the order.
Go to Order Management Super User Orders, Returns
Sales Orders
22
Requisites
Customer
Information
Pricing Details
Currency
Transaction Type
Items
Quantity
Etc
23
In Oracle, Order information is maintained at the

header and line level.
The
header
information
is
stored
in
OE_ORDER_HEADERS_ALL and the line information

in OE_ORDER_LINES_ALL when the order is entered.
The column called FLOW_STATUS_CODE is available
in both the headers and lines tables which tell us the
status of the order at each stage.
At
this
stage,
the
FLOW_STATUS_CODE
in
OE_ORDER_HEADERS_ALL is Entered
24
Book the Order
Now that the Order is BOOKED, the status on the header is change accordingly.
The FLOW_STATUS_CODE in the table OE_ORDER_HEADERS_ALL would be
BOOKED
The FLOW_STATUS_CODE in OE_ORDER_LINES_ALL will be AWAITING_SHIPPING.
Record(s)
will be created
in the table WSH_DELIVERY_DETAILS
with
RELEASED_STATUS=R (Ready to Release)
25
Launch Pick Release
Go to Order Management Shipping Release Sale Order

Release Sales Order
In the Order tab, enter the Order Number
26
27
Ship Confirm
Go to Shipping Transactions
Enter the Order Number in the From
Order Number and To Order Number
field and Click Find.
Shipping Transactions
form opens
with Delivery Number, Item details,

Order Details and Customer Details.
28
RELEASED_STATUS in
WSH_DELIVERY_DETAILS would
be C (Ship Confirmed)
FLOW_STATUS_CODE in
OE_ORDER_HEADERS_ALL would
be BOOKED
FLOW_STATUS_CODE in
OE_ORDER_LINES_ALL would be
SHIPPED.
29
Invoice
Go to View Requests Submit a New Request

Workflow Background Process.
Enter Item Type as OM Order Line
30
Navigate to Orders, Returns Order

Organizer. Enter the Order Number
and click
Find. Sales Order Line Status will be
Closed now.
31
The invoice contains all the details

regarding the customer bill to and
ship to and the balance dues
regarding the order.
32
Drop Shipment Process
33
Drop Shipment
Drop shipment is a method of order fulfillment where
the organization taking the order does NOT maintain
their own inventory for the drop-shipped product, but
fulfill their orders through 3rd party vendors who
directly ship to the end customer ordering the
product.
34
Why Drop
Shipment?
No inventory is required
Reduced order fulfillment processing
costs
Reduced flow times
Elimination of losses on non-sellable
goods
Elimination of packing and shipping
costs
Reduced shipping time to your
customer
35
For Example
The cycle contains three entities

Customer
Seller
Supplier
36
Step 1: Customer orders items X from

Seller
37
Step 2: Seller orders items X from

Supplier
38
Step 3: Supplier Ships items X to

Customer
39
Step 4: Supplier Bills to Seller
40
Step 5: Seller Bills to Customer
41
Drop Shipment Process

Steps
Item Creation
Create a Sales Order/Book the Order
Run Requisition Import Process
Auto create PO/Approve the PO
Receive the full quantity
Invoice Creation in AP/AR.
Close Order
42
Cycle of Drop
shipment
43
Item creation for Drop Ship

Orders
In the master items form Enter the Item
Name and Description.

In the Order Management tab, select the
Check boxes Customer Ordered, Customer

Orders
Enabled,
Shippable,
and
OE
Transactable. Default SO Source Type as

External.
Make sure that the Default SO type

should be as External.
Add the Item to the Price List
Creating Sales
order
While selecting the items in the line level the source type
must be defined as External.
Here the activity is entering process where the status in
oe_order_headers_all and oe_order_lines_all will be as
entered .
After booking the order the requisition import program
should be run.
47
Requisition Import
The Requisition Import program

reads
the
table
po_requisitions_interface_all
validates your data, derives or
defaults additional information and
48
The Purchase Release program

passes information about eligible
drop-ship order lines to Oracle
Purchasing.
The interface table which gets
populated
is
po_requisitions_interface_all.
After
Purchase
Release
has
completed
successfully,
run
Requisition
Import
in
Oracle
49
Create Purchase Order (PO)
Then we use auto create PO

functionality to create purchase orders
and then perform receipts against
these purchase orders.
Invoices are generated for Seller In
account receivables.
The validated data is then inserted
into the requisition base tables
po_requisition_headers_all,
po_requisition_lines_all,
50
The Po creation Process Defines the

buyer.
51
Getting the PO Number
The requisition number will be stored in the sales order line,

Actions Addl.Line.Info Drop Ship Tab
52
The order management tables get

updated as below:
oe_order_lines_all
(flow_status_code
53
Receiving the Items into the

Inventory
Go to Purchasing Receiving
Receiving Transaction Summary.
Enter the PO Number and click Find. Now you can see that the
Item is received into Inventory.
54
Invoice in AP
The Auto invoice Import concurrent
program should be automatically
launched.
Upon
its
completion
confirm the invoice was created.
- Navigate to Orders, Returns > Sales
Orders and query up the sales order.
Change
to
Lines
tab
Click
in
Action
button
Choose Additional Line information
55
Invoice in AR
Go to View Requests Submit a New Request

Workflow Background Process.
Enter Item Type as OM Order Line
Process Deferred as Yes
Process Time Out as No
56
Run Workflow
Background Process
Go to Purchasing Reports/Run Workflow Background Process

Item Type: OM Order Line
Process Deferred: Yes
Process Timeout: Yes
57
Now, the Order Line Status will be

Closed.
58
Back-to-Back Orders
59
Back to Back
Order
Back to Back Order flow applies to the scenario where Customer

orders a product which
o the seller do not Stock or
o the seller do not Manufacture
Customer places order with seller, seller places the order with
the supplier and the supplier ships the product to seller and
seller in turn ship the product to Customer.
60
Why Back to Back

Order?
Lower inventory cycle time
Link supply to specific demand
Can offer a variety of products to
customer
Used
heavily
manufacturing
in
environment
the product is standardized.
contract
where
61
For Example
The cycle contains three entities

Customer
Seller
Supplier
62
For Example
Step 1: Customer orders items X from

Seller
63
Step 2: Seller orders items X from

Supplier
64
Step 3: Supplier Ships items X to Seller
65
Step 4: Seller Ships the items to

Customer
66
Step 5: supplier Bills to Seller
67
Step 5: Seller Bills to Customer
68
Flow of B2B
69
Steps in B2B
Create B2B Item in Inventory

Enter Sales Order
Book Sales Order
Requisition Import
Auto Create Purchase Order
Inventory Receipt
Pick Release
Ship Confirm
70
B2B Item Creation
Navigation:
Inventory
Items
Master Items and make sure that
the ATO is checked and the Default
SO Source Type is set to Internal.
71
Sales Order Entry
72
Also make Sure in the Shipping tab

Source Type as Internal and the ATO
check Box is Selected.
73
Book the Order
Now Book the Order. Order Status

will be Supply Eligible.
74
Right Click on the line and select Progress Order. Create Supply
Order Eligible Window opens. Click OK. Now the Sales Order Line
Status will be External Req Requested.
75
Requisition Import
Go
to
purchasing
Requisition
Import and Run the request with
Import Source CTO. Now, purchasing
76
Auto Create PO
Go to Purchasing Auto Create

We need to get the requisition number from requisition
summary window. Query with the Requisition Number and
click Find. Auto Create Document window opens. Click the
Automatic Button. Enter the Supplier Name and Site and
click Create.
77
Once the PO is approved, the Sales

Order Line Status will be PO Open.
78
Receiving the Items into Inventory
Go to Purchasing Receiving Receipts

Enter the PO Number and Click Find. Receipts window
opens. Check the box in left side. Enter the Quantity
received and Sub inventory and save the record.
79
Now, the Sales Order Line Status will be Awaiting Shipping.

Then the normal O2C flow which includes pick release and
ship confirm will process from here.
80

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Oracle OM Process Flows

Prepared By: Sreekanth

Strictly Private & Confidential

Strictly Private & Confidential

Oracle Quotes offers capability to create Quotes and

In case any Organization has complex / advance quoting

Strictly Private & Confidential

One of advantage of Sales Quoting is that it enhance user

Strictly Private & Confidential

Quote Management Flow

Strictly Private & Confidential

Quote Management Flow

In this stage the created quote will

Strictly Private & Confidential | 2012 GalaxE.Solutions, Inc.

Quote Management Flow

In this stage the created quote will

Strictly Private & Confidential | 2012 GalaxE.Solutions, Inc.

Quote Management Flow

In this stage the created quote will

Strictly Private & Confidential | 2012 GalaxE.Solutions, Inc.

Strictly Private & Confidential | 2012 GalaxE.Solutions, Inc.

Go to OM Orders, Returns Negotiation Quote

Submit for Internal

internal approval. This can be done from Action button

Strictly Private & Confidential

After forwarding for internal approval the status

Strictly Private & Confidential

Strictly Private & Confidential

After receiving confirmation from

Strictly Private & Confidential

At this stage quote WF is completed and Sales Order WF

Strictly Private & Confidential

OE_ORDER_HEADERS_ALL and the line information in

Strictly Private & Confidential

O2C (Order-To-Cash) Cycle

Strictly Private & Confidential

Customer order is documented

Order is fulfilled or service is scheduled

Order is shipped to customer or service is performed

Invoice is created and sent to customer

Customer sends payment /Collection

Payment is recorded in general ledger

Strictly Private & Confidential

Entering the Order

Strictly Private & Confidential

Strictly Private & Confidential

In Oracle, Order information is maintained at the

OE_ORDER_HEADERS_ALL and the line information

Book the Order

Launch Pick Release

Go to Order Management Shipping Release Sale Order

Strictly Private & Confidential

Strictly Private & Confidential

with Delivery Number, Item details,

Strictly Private & Confidential

Strictly Private & Confidential

Go to View Requests Submit a New Request

Strictly Private & Confidential

Navigate to Orders, Returns Order

Strictly Private & Confidential

The invoice contains all the details

Drop Shipment Process

Strictly Private & Confidential

Strictly Private & Confidential