Oracle R12 Order Management

Course Code: FOMR12

Duration: 1 day

 
 

Oracle R12 Order Management Course Overview

This Oracle R12 Order Management course is designed to give delegates the knowledge to use Oracle R12 Order Management to manage the order fulfilment process, from order entry, through to shipping confirmation and generation of sales invoices through the AutoInvoice process.

Course Objectives

By the end of this Oracle R12 Order Management course, delegates will know how to manage customer accounts and to enter and manage orders. They will also learn how to update orders, perform mass changes on orders, create holds, cancel and close orders. They will practice interfacing order lines to Oracle Accounts Receivable in order to generate sales invoices.

Who will the Course Benefit?

The course is designed for End Users of Order Management who might include staff working in a customer services department, or those involved in fulfilling the orders such as those in a warehouse or logistics team.

Skills Gained

The delegate will learn and acquire skills as follows:

  • Managing Parties
  • Creating Customer Accounts
  • Managing Customer Accounts
  • Creating Profile Classes
  • Assigning Profile Classes to Customer Accounts
  • Entering Sales Order Headers and Sales Order Line Items
  • Checking Stock Availability
  • Scheduling Orders
  • Applying Charges for Freight
  • Booking, Releasing and Picking Orders
  • Releasing and Shipping Orders
  • Confirming Delivery
  • Entering Fast Orders
  • Managing Orders, including Changing and Cancelling Orders
  • Copying Orders
  • Inquiring on or Amending a Pricelist
  • Querying and Processing Order Returns
  • Running Standard Reports
  • Generating Invoices and Credit Notes using AutoInvoice
  • Querying and Printing Invoices and Credit Notes

Oracle R12 Order Management Training Course

Course Introduction

  • Administration and Course Materials
  • Course Structure and Agenda
  • Delegate and Trainer Introductions

Session 1: INTRODUCTION TO ORACLE ORDER MANAGEMENT

  • Sales Orders
  • Returns
  • Cancellations
  • Copying Orders
  • Querying Orders or Returns
  • Generating Invoices and Credit Notes
  • Pricelists
  • Mass Changes
  • Holds
  • Integration with Other Modules
  • Folder Functionality

Session 2: SALES ORDERS

  • Standard Orders
  • Quick Orders
  • Standard Orders without Locators
  • Quick Orders without Locators
  • Standard Orders with Locators
  • Quick Orders without Locators

Session 3: RETURNS

  • Returns with Inventory Receipt
  • Returns without Inventory Receipt

Session 4: CANCELLATION OF ORDERS AND RETURNS

  • Cancelling Individual Order or Return Lines
  • Cancelling Entire Orders or Returns

Session 5: COPYING ORDERS

  • Copying Orders
  • Quick Copy
  • Header Copy
  • Lines Copy
  • Pricing Options Copy
  • Copying Lines from One Order to Another

Session 6: QUERYING ORDERS OR RETURNS

  • Run a Query Using Order Organizer
  • Saving a Query
  • Re-running a Saved Query
  • Deleting a Particular Order

Session 7: GENERATING INVOICES AND CREDIT NOTES

  • Running the AutoInvoice Process
  • Querying Invoices and Credit Notes

Session 8: PRINTING INVOICES AND CREDIT NOTES

  • Run the Print Request
  • Monitor the Print Request

Session 9: PRICELISTS

  • Creating a Pricelist
  • Maintaining Pricelists
  • Price Adjustments Using the Price List Setup Screen
  • Price Adjustments Using the Adjust Price List Screen
  • Additions Using the Price List Setup Screen
  • Additions Using the Add Items to Price List Screen
  • Copying a Price List to Create a New Price List

Session 10: MASS CHANGES

  • Mass Changes at Order Header Level
  • Mass Changes at Order Line Level

Session 11: HOLDS

  • Applying Holds
  • View Orders that are on Hold Source
  • View Hold History
  • Define a Hold Source
  • Apply a Hold to a Single Existing Order or Return
  • Apply a Hold to Multiple Order Lines or Return Lines
  • Releasing Holds
  • View or Release a Hold Source
  • Release a Single Existing Order or Return
  • Release a Specific Order Line or Return Line
  • Release Multiple Orders or Returns
  • Release Multiple Order or Return Lines
  • Release Multiple Order or Return Lines for Expired Holds
  • Reports

Session 12: BACKORDERS

  • Check Status of Backordered Lines
  • Pick Release Backordered Items
  • Invoice Backordered Items
  • Backorder Reports

Session 13: DROP SHIPMENTS

  • Processing a Drop Shipment Order
  • Generate a Purchase Order
  • Receipt the Purchase Order
  • Invoice the Customer
  • Drop Shipment Returns

Session 14: ORDER MANAGEMENT SETUP

  • Shipping Execution Roles
  • Copy an Existing Shipping Execution Role
  • Grant a Shipping Execution Role to a User
  • Charges Set Up
  • Set Up a Transaction Type Line
  • Set Up a Transaction Type Order

Session 15: MANAGING CUSTOMERS

  • Find/Create/Amend/Merge Customer Accounts
  • Create Customer Profile Class

Session 16: ORDER MANAGEMENT EXERCISES

Notes:
  • Course technical content is subject to change without notice.
  • Course content is structured as sessions, this does not strictly map to course timings. Concepts, content and practicals often span sessions.

Requirements

The ability to navigate competently in Oracle Applications would be advantageous. Knowledge of the order management process in the delegates' own organisation.

Public Scheduled Events

Classroom & Live Virtual Instructor-Led Training

Duration: 1 day

Price: £525.00 exc. VAT 


Start Date Options Spaces  
19 May 2021
StayAhead Virtual Courses available 
Spaces Book Now 
25 Aug 2021
StayAhead Virtual Courses available 
Spaces Book Now 
24 Nov 2021
StayAhead Virtual Courses available 
Spaces Book Now 
 

Live Virtual Classroom

 
Join live instructor-led classroom training from the comfort of your home or office.
All the convenience and benefits of the classroom experience without the hassle and costs of travel and accommodation.
 
 



Our Customers Include

 
missing image
missing image
missing image
missing image
missing image
missing image
missing image
missing image
missing image
missing image
missing image
missing image
missing image
missing image
missing image
missing image
missing image
missing image
missing image
missing image
missing image
missing image
missing image
missing image
 
 



Our Course Curriculum

 
 
 
 
Facebook LinkedIn Twitter Instagram E-Mail
 
+44 (0)20 7600 6116
Enquiries@StayAhead.com
Copyright © 2021 StayAhead Training Ltd
Cookies   /   Privacy Policy