11i Desktop Procedure OM

ORDER MANAGEMENT
TRAINING TEMPLATE
Prepared for:
Project Name:
Authors: Abaris, Inc.
Phase:
Application: Oracle Order Management
Reviewers:
Last Revision:
Filename: 11i Desk Top Procedure OM

DOCUMENT CONTROL
CHANGE RECORD
Date Author Version Change Reference
REVIEWERS
Name Position
41104755.doc Abaris, Inc. Confidential Page 2 of 53

TABLE OF CONTENTS
DOCUMENT CONTROL ........................................................................2
ORDER PROCESSING..........................................................................4
RETURNS (RMA OR RECEIPT, NO CREDIT ORDERS)...............................21
SALES ORDERS – DROP SHIPMENT....................................................23
REQUISITION INTERFACE, PURCHASE ORDER CREATION AND RECIEPT 29
QUICK CUSTOMER ENTRY FOR DROP SHIPMENTS...............................38
ORACLE PRICING..............................................................................40
ENTERING MANUAL PRICE LISTS - HEADER........................................40
ENTERING MANUAL PRICE LISTS – LINES...........................................47

ORDER PROCESSING
ORACLE SCREEN PROCEDURAL STEPS

ORDER ENTRY AND BOOKING
1. Navigation to the Order Organizer window.

Order Management Super User → Orders,
Returns → Order Organizer
2. The Find Orders Window opens.
3. Click on the New Order button.
4. The Sales Orders Window opens.
5. Type or select a Customer
6. Enter a Customer PO number (Required).

7. Type or select a Ship To Location
8. Type or select a Bill To Location
9. Order Type & Price list will default, but can be

changed.
10. Save your work.
11. Status will equal “Entered” and the Order Number

should automatically generate.
12. Write down the Order Number that is automatically

generated: 5000010 .
13. Click on the Others Tab.
14. Enter a Sales Channel or select one from the List.
15. Review the remaining information and change as

appropriate.
16. Click on the Line Items Tab.
Select an Ordered Item(s) and enter the following:
Note: Need to use ABC COMPANY Sales Part

numbers
Qty – enter the ordered quantity

The UOM and Unit Selling Price should default. If you
would like, enter additional line items by clicking
anywhere on the next line.
Note: ABC COMPANY must also enter the

Scheduled Ship Date in the first screen or on the
Shipping tab.
17. Save your work.
Click on the following Tabs and review the information:
18. Pricing
19. Shipping – Verify Warehouse and Demand Class
20. Addresses – Verify Bill-To and Ship-To information

21. Returns – only needed for RMAs, RA orders or

Receipt, No Credit orders
22. Services – Currently not used at ABC COMPANY
23. Others

24. Click the Book Order button at the bottom right hand
corner of the form.
Note: The Additional Line Attribute Information
Flexfield (in the Menu Tab) should populated before
you can book an order. If it does not auto-populate,
you will need to supply the required values for
Vertical Market and Sales Part.
25. Review the Note and click the OK button.

Note: the Status has changed to Booked. Close out
the form by clicking on the X in the right hand
corner of the form.

PICK RELEASE
PICK RELSEASE (SINGLE ORDER)
1. Navigate to the Release Sales Orders window

Order Management Super User → Shipping
→ Release Sales Orders → Release Sales
Orders
2. Click in the Based On Rule field in the upper right

hand corner of the form and choose a value from the list.
3. (Optionally) Enter the your Order Number in the Order

Tab and click the tab button on your key board.
(Optionally) Enter Scheduled Ship Dates or Requested

Ship Dates.
4. Shipping
5. Inventory

6. Click the Concurrent button at the bottom right hand
corner of the form.
Review the Note and click the OK button.

Note: A concurrent request is kicked off.
7. To view the concurrent request click on

View→Requests from the Menu bar.
8. Click the Find button at the bottom right hand corner

of the form.
Make sure your concurrent request completes. You need

to click on the Refresh Data button to update the screen.

9. Click on Request ID.
10. Click the View Output button at the right hand

bottom of the form.
You should be able to view an image of the Pick Slip.
11. Close out of this screen by clicking in the X in the top

right hand corner of the form.

SHIP CONFIRM
SHIP CONFIRM (Single Delivery)
1. Navigate to the Transactions window

Order Management Super User → Shipping
→ Transactions
Or
ABC COMPANY Shipping → Shipping →

Ship Confirm
2. Enter the Order Number under the Line region and

click the tab key on your keyboard.
3. Click the Find button in the bottom right hand corner

of the form.
4. Tab to the Shipped Quantity box and fill in the

quantity to ship.

5. Tab to the serial numbers box and fill in the serial
number.
6. For multiple serial numbers pull down the tools menu

to serial numbers.
7. Click on the individual button
8. Enter the serial numbers and press the done button

when all have been entered
9. Repeat these steps for all lines to ship.
10. Click on the Delivery Tab.
11. Under the Actions region click on the down arrow

select Ship Confirm.

12. Click on the Detail button at the bottom right hand
side of the form.
13. Enter the following information: Waybill, and Gross

Weight.
14. Click the Done button at the bottom right hand side
of the form.
15. Click the Go button.
16. Select Ship Entered Quantities in the Ship Options

section.
17. Click the OK button.
Note: The system will give you a Warning

Message if there are any errors or warnings in
the deliveries selected for Ship Confirm.
A concurrent request has been generated.

18. Close this form by clicking the X in the top right hand
corner of the form.
19. Click View→Requests from the Menu bar.

20. Click the Find button.
Make sure the concurrent request completes. You need

to click on the Refresh Data button to update the screen.
21. Click on your ABC COMPANY Packing Slip Report

and click on the View Output button at the bottom right
hand side of the form.
View the Packing Slip. Close out the form by clicking X at

the top right hand corner of the form.
22. Close the form by clicking the X in the right top

corner of the form.

AUTO-INVOICE
AUTOINVOICE (Completed in AR)
Note: This is done in AR – Not in OM
From the Menu bar click on File→Switch

Responsibility
1. Navigate to the AutoInvoice window.

Receivables Manager → Interfaces →
AutoInvoice
2. Choose the type of request you want to run.
3. Click in the Name field on the LOV
4. Highlight the AutoInvoice Master Program.

Note: ABC COMPANY uses the ABC
COMPANY AutoInvoice Revenue Correction
program, which must be run in a set.

The Parameters window opens.
6. Select the following Invoice Sources from the LOV:

ABC COMPANY Order Entry
7. Enter the Default Date: Today’s date
8. (Optional) Enter your (Low) Sales Order Number.
9. (Optional) Enter your (High) Sales Order Number.

11. Click the Submit button.
A concurrent request is generated.
12. Click the No button, if you do not want to submit

another request.
13. From the Menu bar select View→Requests.
15. Make sure your concurrent request completes. Click

on your AutoInvoice Import Program line and click the
View Output button.

16. View the report output to make sure the invoice was
created successfully.
17. Close both forms by clicking the X in the top right

DISPLAY INVOICE INFORMATION IN ORDER

MANAGEMENT
Note: This is done in OM – Not in AR
Responsibility
1. Navigate to the Order Organizer window

Order Manager Super User → Orders,
returns → Order Organizer
2. Enter your Order Number.
4. Click the Open Order button.

5. Click the Actions button.
6. Highlight Additional Order Information
8. Select the Invoices / Credit Memos tab and view the

Invoice Number that was generated.

RETURNS (RMA or RECEIPT, NO CREDIT ORDERS)

SALES ORDERS – DROP SHIPMENT

ORDER ENTRY AND BOOKING
1. Navigation to the Sales Orders window.

Order Management Super User → Orders,
Returns → Sales Orders
4. The Sales Orders Window opens.
5. Type or select a Customer
6. Enter a Customer PO number (Required).
7. Type or select a Ship To Location
8. Type or select a Bill To Location
9. Order Type & Price list will default, but can be

changed.
10. Select DS (Drop Shipment) as your Order Type.
11. Save your work.
12. Status will equal “Entered” and the Order Number

should automatically generate.
13. Write down the Order Number that is automatically

generated: 114592 .
14. Click on the Others Tab.
15. Enter a Sales Channel or select one from the List.
16. Review the remaining information and change as

appropriate.
17. Click on the Line Items Tab.
Select an Ordered Item(s) and enter the following:
Note: Need to use ABC COMPANY Sales Part

numbers
Qty – enter the ordered quantity
The UOM and Unit Selling Price should default. If you

would like, enter additional line items by clicking
anywhere on the next line.
Note: ABC COMPANY must also enter the

Scheduled Ship Date in the first screen or on the
Shipping tab.
18. Save your work.
19. Pricing

20. Shipping – Verify Warehouse and Demand Class
Make sure to scroll to the right and select External as the

source type.
Note: The source type should default to external

when you choose DS as an Order Type. But
always check to make sure.
21. Addresses – Verify Bill-To and Ship-To information
22. Returns – only needed for RMAs, RA orders or

Receipt, No Credit orders

23. Services – Currently not used at ABC COMPANY
24. Others
25. Click the Book Order button at the bottom right hand
corner of the form.
Note: The Additional Line Attribute Information
Flexfield (in the Menu Tab) should populated before
you can book an order. If it does not auto-populate,
you will need to supply the required values for
Vertical Market and Sales Part.
26. Review the Note and click the OK button.

Note: the Status has changed to Booked. Close out
the form by clicking on the X in the right hand
corner of the form.
CHECK STATUS ON A DROP SHIPMENT LINE
1. Navigation to the Order Organizer window.

Order Management Super User → Orders, Returns →
Order Organizer
2. In the Find Order window enter in the Order Number.
3. Click on Find.
4. Verify that the status is booked.
5. Click on the Line tab.
6. Verify that the status is Awaiting Receipt.


REQUISITION INTERFACE, PURCHASE ORDER CREATION AND RECIEPT
REQUISITION INTERFACE (Completed in PO)
Note: This is done in PO – Not in OM

Responsibility
1. Navigate to the Run window.

Purchasing Super User → Reports → Run
Note: This process will be run automatically in

the background but can be run manually.
2. Choose the type of request you want to run.
3. Click in the Name field on the LOV
4. Highlight the Requisition import Program.

6. The Parameters window opens.

Select the following Invoice Sources from the LOV: Order
Entry
7. Select the following Group by from the LOV: Location
8. Click OK.
13. From the Menu bar select View→Requests.

15. Make sure your concurrent request completes. Click

on your Requisition Import Program line and click the
View Output button.
16. View the report output to make sure the invoice was
created successfully.
17. Close both forms by clicking the X in the top right

CREATE AND APPROVE PURCHASE ORDER
1. Navigate to the AutoCreate window.

Purchasing Super User → AutoCreate

2. Enter in your search criteria.
3. Click on Find.
4. Check the box next to the lines you want to auto-

create into a purchase order.
5. Click Automatic.
6. If a supplier is not defaulted in, then select one from

the LOV.
7. Click on Create.

8. Click on Approve
9. Click on OK.
RECEIVE A PURCHASE ORDER
1. Navigate to the Receipts window.

Purchasing Super User → Receiving →
Receipts
2. The Receipt Header window opens
Note: Behind it the Find Expected Receipts window

opens.

3. Click on the Find Expected Receipt window.
4. Enter in your Purchase Order number.
5. Click on Find.
6. Check the white box next to your order line.
7. Verify that you select DS (Drop Shipment) for the

Subinventory.

8. Click on Lot - Serial
9. The Serial Entry screen opens.
Note: If the Serial numbers are not in a range

click on individual.
10. Enter in the serial numbers.
Note: You should have the same number of

serial numbers as your quantities.
11. Click on Done.
12. Save your work.
SEE PURCHASING INFORMATION FOR THE DROP

SHIPMENT (Completed in OM)
Note: This is done in OM – Not in PO

Responsibility
1. Navigate to the Order Organizer window.

Order Management Super User → Order,
Returns → Order Organizer
2. Enter in your Order Number.
3. Click on Find.
4. Click on the Lines tab and verify that the status is

closed.
5. Click on Actions button and select additional lines

information.
6. Select the Drop Ship tab and you can review the
information.

QUICK CUSTOMER ENTRY FOR DROP SHIPMENTS

DROP SHIP CUSTOMER SETUP
1. Navigate to the standard window.

Order Management Super User →
Customers → Standard
2. Enter customer’s name in the Name field (Uppercase)

and then click the Find button
3. Click on Find
4. Select a customer.
5. Entering a Ship-To address different than the Bill-To

address

6. On the Address tab, click the New button
7. Click on the Address field and enter the address
8. Click the OK button
9. Enter Ship To in the Usage field.
10. Enter Ship To location name in location and the

corresponding Bill To in the Bill To location field.
11. Click the Open button
12. Select a Salesperson
13. Save your work.

ORACLE PRICING
INTRODUCTION: Price lists are essential to ordering products because each item entered on an order must have a price.
Each price list contains basic list information and one or more pricing lines. Creating and modifying existing
price list will be discussed. Before items can be added to price list they must first exist in the Item Master.
ENTERING MANUAL PRICE LISTS - HEADER

ENTERING MANUAL PRICE LISTS
1. Navigation
Order Management Super User → Pricing → Price
Lists → Price List Setup
Required Setup Steps
The Price Lists form will appear.
Name
2. Enter a Price List name in the Name field.
Product Description
3. Enter a Price List Description in the Description
field (Optional).
Currency
4. Verify the Currency field is accurate, this is
changeable.
Round To
5. Verify the Round To field is accurate, this is
changeable. The Rounding Factor affects the
display of prices on the price list. If the factor is –2,
then prices will be displayed as XX.XX, if rounding
factor is 0, then prices will show up as XX.
Effective Date
6. Verify an Effective Date has defaulted.
Payment Terms/ Freight Terms/ Freight

Carriers/ Comment
7. Enter Payment Terms, Freight Terms, Freight
Carriers, and Comment (All Optional)
8. Save.
List Lines Tab
Product Context
9. Select the Product Context, Item.
Product Attribute
10. Select the Product Attribute, Item Number.
Product Value
11. Select or enter the Product Value, the actual
Item
Product Description
12. Description of product (optional).
UOM
13. Verify or select the UOM.
Line Type
14. Verify or select the Line Type.
Application Method
15. Verify or select the Application Method.
Value
16. Enter a Value, which represents the unit list
price.
Start Date/End Date

17. Review the Effective Dates, for which the item
price is valid.
18. Save your work.

Optional Setup Steps
Click on the Secondary Price List tab. (This is an optional

step.) Secondary price lists may be used when entering
an order. If the product does not exist on the primary
price list selected/referenced on the order it will look to
the secondary price for the product and pull that pricing
information if the product is found.
19. Select from the List of Values the Secondary Price
List.
Note: The Precedence and Description will default
in.
20. Save your work.
COPYING A PRICE LIST
Note: You can create a new price list from an

existing one. You can only copy to a new price list.
Do not create the price list before using this feature.
You can copy all or some of the price list lines.
Copying Price List can be found under the Order
Management Super User responsibility.
1. Navigate to the Copy Price List window.

Order Management Super User → Pricing→
Price Lists→ Copy Price List
2. In the Copy From region select an existing Price List

from which the data will be copied.
Note: The Currency and Description will default.
3. Select the range of Items or leave the fields blank to

copy all product items. (Optional)
4. Select a particular Item Category Set or leave the field

blank. (Optional)
5. Check the Include Discounts box if you would like all

discounts associated with the source price list copied.

6. Check the Retain Effective Dates if you would like the
effective dates associated with the source price list
copied.
7. In the Copy to region enter a name for the new Price

List field.
8. Enter a Description (optional).
9. Enter Effective Dates (optional).
11. A Request ID will be generated.
12. Be sure that the concurrent request completes

normally.
ADJUSTING PRICE LISTS
Note: You can modify existing price lists by adjusting all

or some of the price list lines. You can adjust prices by
percent or amount.
1. Navigate to the Adjust Price List window.

Order Management Super User → Pricing
→Price Lists → Adjust Price List

2. Select the Price List.
Note: The Currency and Description fields will

default in.
3. In the Item Prices to Adjust region select an item or

range of items or leave them blank to change all items.
(Optional)

blank. (Optional)
5. Select an Item Status to narrow your adjustment.

(Optional)
6. Select a Creation Date to narrow your adjustment.

(Optional)
7. Choose Percent or Amount from the Adjust By field.
8. Enter the numeric amount, positive or negative, in the

next field. Use a positive number to increase the original
list price and a negative to decrease the original list
price.
10. A request ID is generated.
11. Be sure that the concurrent request completes

normally.
12. Bring up the Price List and make sure the pricing
that was created is correct.

ADDING ITEMS TO A PRICE LIST
1. Navigate to the Define window

Order Management Super User → Pricing →
Price Lists → Add Items to Price List
Note: You can add inventory items to

a price list using a range of items, item
categories, or item statuses.
2. Select a Price List.
3. Select an item or range of items or leave them blank

to change all items. (Optional)

blank, Inventory or Product Family. (Optional)
5. Select an Item Status to narrow your adjustment.

(Optional)
6. Check the Set List Price Equal to Cost From

checkbox and select an Inventory Organization.
(Optional)
Note: This will bring over items with at
standard cost. If this is left unchecked, the list
price will be set to 0.
8. A request ID is generated.
Be sure that the concurrent request completes normally.
9. Bring up the Price List and make sure the item(s)

were added.


ENTERING MANUAL PRICE LISTS – LINES

ENTERING MANUAL PRICE LISTS
1. Navigate to the Price List Setup window

Price Lists → Price List Setup
Required Setup Steps
The Price Lists form will appear.
1. Bring up the existing price list you created above.

Note: You may also bring up an existing price
list that was created previously.
List Lines Tab
Product Context
2. Select the Product Context, Item.
Product Attribute
3. Select the Product Attribute, Item Number.
Product Value
4. Select or enter the Product Value, the actual
Item
Verify or select the UOM.
5. Move the menu bar to the right.
Line Type
6. Verify or select the Line Type.
Application Method
7. Verify or select the Application Method.
Value
8. Enter a Value, it represents the unit list price.
Start Date/ End Date

9. Review the Effective Dates, for which the item
price is valid.

10. Save your work.
Optional Setup Steps
Secondary Price List Tab

Note: (This is an optional step.)
Secondary price lists may be used when entering
an order. If the product does not exist on the
primary price list selected/referenced on the order it
will look to the secondary price for the product and
pull that pricing information if the product is found.
Secondary Price List

1. Select from the List of Values the Secondary
Price List.
Precedence/ Description
2. The Precedence and Description will default in.
3. Save your work.

PRICING MODIFIERS

PRICING MODIFIERS
1. Navigate to the Modifiers window

Modifiers
Note: Pricing modifiers allow you to setup price

adjustments like discounts, surcharges and freight
and special charges.
DISCOUNT MODIFIER TYPES
Note: The following example will create a 100%

discount for all line items for the following order
types: SALESMAN SAMPLE, and CUSTOMER
SAMPLE.
Type
1. Select the Type, Discount List.
Number
2. Enter information in the Number field.
Active/ Automatic
3. Verify or select the Active and Automatic check
boxes.
Name
4. Enter a modifier name in the Name Field.
Currency
5. Verify or select USD in the Currency field.
Start Date
6. Enter a Start Date and or End Date. (Optional)
MODIFIER SUMMARY

Note: the Modifier No field will populate
automatically.
Level
7. Select a Level, Line.
Modifier Type
8. Select a Modifier Type, Discount.
Pricing Phase
9. Select a Pricing Phase, All Lines Adjustment.
Discounts/Charges Tab
Include on Returns
10. Verify or click on the Include On Returns check
box.
11. Select an Application Method, Percent

Select a Value, 100.
12. Click on the Line Qualifiers button.
13. The qualifiers group window opens. DO NOT

change anything, leave as default and press OK.

Grouping Number
14. Verify or select a Grouping Number
Qualifier Context
15. Select a Qualifier Context, Order.
Qualifier Attribute
16. Select a Qualifier Attribute.
Precedence
17. Select or verify Precedence.
Operator
18. Select an Operator, =.
Value From
19. Select a Value From, SALESMAN SAMPLE,
and transaction type.
Value From Meaning

20. Defaults.
21. Save your work.
SURCHARGE MODIFIER TYPES
1. Navigate to the Modifiers window

Modifiers
Note: The following example will allow the user to

increase a price on an order line.

2. Select the Type, Surcharge List.
3. Enter information in the Number field.
4. Verify or select the Active check box.
5. Make sure the Automatic check box is not checked.
6. Enter a modifier name in the Name Field.
7. Verify or select the USD in the Currency field.
8. Enter a Start Date and or End Date. (Optional)
Modifier Summary Tab
9. Select a Level, Line.
10. Select a Modifier Type, Surcharge.
11. Select a Pricing Phase, All Lines Adjustment.
Discounts/Charges Tab
12. Verify or click on the Include On Reports check

box.
13. Select an Application Method, Percent

Select a Value, 0.
14. Save your work.


11i Desktop Procedure OM

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11i Desktop Procedure OM

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ORDER MANAGEMENT

Authors: Abaris, Inc.

Application: Oracle Order Management

Filename: 11i Desk Top Procedure OM

Date Author Version Change Reference

41104755.doc Abaris, Inc. Confidential Page 2 of 53

DOCUMENT CONTROL ........................................................................2

RETURNS (RMA OR RECEIPT, NO CREDIT ORDERS)...............................21

SALES ORDERS – DROP SHIPMENT....................................................23

REQUISITION INTERFACE, PURCHASE ORDER CREATION AND RECIEPT 29

QUICK CUSTOMER ENTRY FOR DROP SHIPMENTS...............................38

ENTERING MANUAL PRICE LISTS - HEADER........................................40

ENTERING MANUAL PRICE LISTS – LINES...........................................47

41104755.doc Abaris, Inc. Confidential Page 3 of 53

ORACLE SCREEN PROCEDURAL STEPS

1. Navigation to the Order Organizer window.

2. The Find Orders Window opens.

3. Click on the New Order button.

4. The Sales Orders Window opens.

5. Type or select a Customer

6. Enter a Customer PO number (Required).

41104755.doc Abaris, Inc. Confidential Page 4 of 53

8. Type or select a Bill To Location

9. Order Type & Price list will default, but can be

10. Save your work.

11. Status will equal “Entered” and the Order Number

12. Write down the Order Number that is automatically

13. Click on the Others Tab.

14. Enter a Sales Channel or select one from the List.

15. Review the remaining information and change as

16. Click on the Line Items Tab.

Select an Ordered Item(s) and enter the following:

Note: Need to use ABC COMPANY Sales Part

Qty – enter the ordered quantity

41104755.doc Abaris, Inc. Confidential Page 5 of 53

Note: ABC COMPANY must also enter the

17. Save your work.

Click on the following Tabs and review the information:

19. Shipping – Verify Warehouse and Demand Class

20. Addresses – Verify Bill-To and Ship-To information

41104755.doc Abaris, Inc. Confidential Page 6 of 53

21. Returns – only needed for RMAs, RA orders or

22. Services – Currently not used at ABC COMPANY

41104755.doc Abaris, Inc. Confidential Page 7 of 53

25. Review the Note and click the OK button.

41104755.doc Abaris, Inc. Confidential Page 8 of 53

1. Navigate to the Release Sales Orders window

2. Click in the Based On Rule field in the upper right

3. (Optionally) Enter the your Order Number in the Order

(Optionally) Enter Scheduled Ship Dates or Requested

Click on the following Tabs and review the information:

41104755.doc Abaris, Inc. Confidential Page 9 of 53

Review the Note and click the OK button.

7. To view the concurrent request click on

8. Click the Find button at the bottom right hand corner

Make sure your concurrent request completes. You need

41104755.doc Abaris, Inc. Confidential Page 10 of 53

10. Click the View Output button at the right hand

You should be able to view an image of the Pick Slip.

11. Close out of this screen by clicking in the X in the top

41104755.doc Abaris, Inc. Confidential Page 11 of 53

1. Navigate to the Transactions window

ABC COMPANY Shipping → Shipping →