North Ohio User 9 26

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Terry Roe Sr. Sales Consultant Oracle Corporation Terrence.Roe@oracle.com 312-651-8139

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Release 11i Order Management and Advanced Pricing

Order Management: 

Order Management New Product New Architecture New User Interface New Features

Order Management: 

Order Management

CRM Support: 

CRM Support Processes orders entered via CRM suite: Oracle Marketing iStore TeleSales Oracle Service Complete back-office front-office integration

OM Architecture: 

OM Architecture Workflow New frameworks for Security Rules Defaulting Line-level Independence R11 R11i

OM User Interface: 

OM User Interface Trees Saved Queries Order Organizer Tabs Folders everywhere We bring the data to you!

OM User Interface: 

OM User Interface Order Header is a folder! Addresses are visible Quick right mouse functions

OM User Interface: 

OM User Interface Doesn’t hide context of your work! Brings the data to you!

Workflow: 

Workflow Replaces Order Cycles Replaces Approvals Provides Notification to outside resources and internal resources View status using graphical Workflow Monitor

Order Management Portal: 

Order Management Portal Access the portal to: View existing sales orders and returns View shipping information View availability View AR information

Item Cross Reference: 

Item Cross Reference Set up using Inventory/PDM forms Customer Item Numbers UPC codes EAN numbers Any generic item identifiers Enter on orders manually or thru Order Import Print on documents and reports

Over/Under-Shipments: 

Over/Under-Shipments Tolerance % for over and under-shipments Set at Customer, site, item, customer/item or global level Shipping can override tolerances Line automatically closes if within under-ship tolerance Option to invoice overshipments for ordered quantity or shipped quantity

Returns: 

Returns Order/Return lines on same order for trade-ins Common PO Receiving forms Record expected Serial / Lot numbers Acknowledgments print for Returns

Order Changes/Cancellation: 

Order Changes/Cancellation Security constraints by responsibility Mass Change of Orders/Lines Change/Cancel after Pick Release Cancel all remaining on an order X

Order Copy: 

Order Copy Copy directly from Sales Order form No more separate Copy Order form Copy selected lines only or copy multiple orders

Holds and Releases: 

Holds and Releases Apply / Release from Sales Order form Combination Holds (two entities) Customer - Item Item - Warehouse Customer Site - Warehouse View Hold history

Internal Orders: 

Internal Orders Treated just like other orders Order Changes allowed based on security constraints Changes in quantity sent back to PO

Vendor Drop Shipments: 

Vendor Drop Shipments Single point of maintenance for customer addresses and locations Workflow replaces Purchase Release concurrent program

E-Commerce Capabilities: 

E-Commerce Capabilities Order Import Enhancements Error Correction Forms Import of Returns Price and payment terms validation New EDI transactions Inbound Order Changes (860/ORDCHG) Outbound Order Acknowledgments (855/865/ORDRSP) XML enabled

Freight and Special Charges: 

Freight and Special Charges Multiple charges at header and line UI to input, view and edit Import thru Order Import Apply automatically API for calculation

Line Sets: 

Line Sets Type of Sets Ship Sets Arrival Sets Fulfillment Sets Access via right mouse Automatically put lines into Sets Change set attributes in Sales Order form Shipping can break sets

Invoicing: 

Invoicing Option to print details of Discounts Pass individual Freight and other charges to AR Ordered Item Description Workflow replaces Receivables Interface

Defaulting Rules: 

Defaulting Rules Replace Standard Value Rule Sets Default Order Type Defaulting for Returns Defaulting from Descriptive Flexfields Can use a formula (today + 7) PL/SQL API for more complex cases Order Lines Order Header

Configuration Management: 

Configuration Management Oracle Configurator Selling Point configuration engine Oracle SellingPoint

Release Management: 

Release Management Release Management is translator-independent Uses Process Order API to load data into Order Management Release Management Workbench tightly integrated to OM Sales Order Workbench

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Release 11i Advanced Pricing

Oracle Advanced Pricing : 

Price Lists Qualifiers Modifiers Pricing Control Options Incompatibility Groups Exclusivity Precedence Oracle Advanced Pricing

Price Lists: 

Specifies price of an item,service, group of products/services Associated with customer or group of customers Absolute price, formula or % of a different line item Define price breaks based on quantity, volume, weight etc. Multi-currency support Can load from external sources through API Effectivity dating Price Lists

Qualifiers: 

Establish the criteria for a price adjustment Answers the questions: Who is eligible for the price adjustment? What is eligible for the price adjustment? Based on any field in any Oracle database Pre-populated with Customer and Item master fields Can string qualifiers together with an “and”/”or” operands Qualifiers

Modifiers: 

Defines the price benefit a customer will receive Discount Free Goods Item Upgrades Special Freight/Payment Terms Coupons A different price price breaks based on quanity Assigned to an Order Line or Order Total Can accrue benefit for future pay out Cumulation and date effectivity Modifiers

Pricing Control Options: 

Incompatibility Groups Limits the amount of promotion that is applied by grouping similar promotions. Within a group, only one promotion will be applied. Precedence If promotions are in an incompatibility group, which one should be applied used to develop “best” price Exclusivity Only this promotion will be applied even if other promotions qualify Other Options Auto apply promotions promotion applied hierarchies Pricing Control Options

Oracle Pricing: How it works: 

Oracle Pricing: How it works Select Price Lists Select Modifiers PRICING ENGINE INPUT OUTPUT Data Elements = What? Final Price One Customer One Item All

Demonstration: Business Scenario: 

Demonstration: Business Scenario Customer Places an Order: Calling Application (Source System): Customer = CA Computers Territory = Western Region Order: Item: Monitor Product Group: Computer Warranty: Gold Service

Demonstration: Business Scenario: 

Demonstration: Business Scenario Pricing List Catalog Price List for Computer and Gold Service Promotion Quantity Price List for Monitor Promotion Qualifiers & Modifiers Buy a Computer, get a monitor for free 5% discount on any computer purchased

Oracle Pricing: Business Scenario - Qualifiers and Attributes : 

Oracle Pricing: Business Scenario - Qualifiers and Attributes PRICING ENGINE INPUT OUTPUT Attributes = Item = Monitor Product Group = Computer Service = Gold Service Select Price Lists Select Modifiers One Customer One Item All

Oracle Pricing: Business Scenario - Calculation Engine: 

Oracle Pricing: Business Scenario - Calculation Engine CALCULATE PRICE Calculate Base Price REQUEST LINE *Corporate Price List: Computer = $275 *Corporate Price List: Gold Service: 10% * Computer Product Group *Promotion Price List: Monitors - Point Break 1 - 10 = $ 500 11+ = $ 475 Calculate Adjusted Price *Computer Promotion: 5% Discount *Computer Promotion: Free Printer 100% Discount

Oracle Pricing: Pricing Engine Interpretation: 

Oracle Pricing: Pricing Engine Interpretation INPUT Attributes = Monitor Computer Product Group Gold Service

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D E M O N S T R A T I O N Order Management and Advanced Pricing