See What`s Coming in Oracle Fusion Order Management Cloud

See What's Coming in Oracle
Fusion Order Management Cloud
Service
Release 10
Release Content Document
TABLE OF CONTENTS
ORDER MANAGEMENT CLOUD SERVICE ............................................................................................................................. 3
Cloud Fulfillment with CPQ Cloud For Full Quote to Cash Flow ......................................................................................... 3
ORDER MANAGEMENT CLOUD ......................................................................................................................................... 3
Monitor Order Progress And Manage Execptions ............................................................................................................. 3
Proactively Manage Potential Problem Orders .................................................................................................................. 4
Automate processing of Change Orders ............................................................................................................................ 4
Enrich Orders For Fulfillment ............................................................................................................................................. 4
Define Order Processing Your Way .................................................................................................................................... 5
Recover From Order Processing Errors .............................................................................................................................. 5
GLOBAL ORDER PROMISING CLOUD .................................................................................................................................. 5
Calculate Accurate Promise Dates In Real Time................................................................................................................. 6
Allocate Limited Supply To The Right Customers............................................................................................................... 6
Refine Promising Strategies To Improve Results ............................................................................................................... 6
Address Fulfillment Problems With A Dynamic User Interface .......................................................................................... 7
Manage Global Order Promising In The Cloud ................................................................................................................... 7
2
ORDER MANAGEMENT CLOUD SERVICE
CLOUD FULFILLMENT WITH CPQ CLOUD FOR FULL QUOTE TO CASH FLOW
By using the predefined integration that exists between Oracle Configure, Price, and Quote (CPQ) Cloud
Service, Oracle Order Management Cloud Service, Oracle Global Order Promising Cloud Service, and
Oracle ERP (Finance) Cloud Service, you can support the complete quote to cash business flow in the
Cloud. In Release 10, source orders must originate in the Oracle CPQ Cloud Service. It is our intent to
expand to other order sources in later releases.
This integration supports a variety of process flows, including the following:
•
•
•
•
•
Convert an Oracle CPQ Cloud Service quote to an order, fulfill and bill the order directly
through Oracle Inventory Management Cloud Service and Oracle Enterprise Resource
Planning (ERP) Cloud Service, and receive status updates
Process kits and multilevel, pick to order (PTO) configurations
Process new, revise, and cancel order types
Process recurring billing charges, including status changes and real-time updates to financial
systems
Intelligently schedule orders for delivery
ORDER MANAGEMENT CLOUD
Order Management Cloud is designed to improve order execution for the order to cash process. It
includes predefined integrations, centrally managed orchestration policies, and global availability and
fulfillment monitoring that can help increase customer satisfaction and order profitability.
MONITOR ORDER PROGRESS AND MANAGE EXECPTIONS
With centralized monitoring and exception management capabilities, you can quickly view statuses,
identify problems, investigate root causes of problems, and take corrective action. For example, you
can:
•
•
•
•
Monitor the status and exceptions of orders that must be fulfilled
Display orders according to customer, product, fulfillment location, supplier, status, or age
Deliver proactive alerts for order lines that might become exceptions
Identify and display order lines that are at risk of not meeting promise dates
3
•
•
•
Display process execution data, including milestones and visual alerts for jeopardy items
Fix exceptions, one or more lines at a time
Use embedded business intelligence to resolve exceptions
PROACTIVELY MANAGE POTENTIAL PROBLEM ORDERS
To increase customer satisfaction and the on-time order fulfillment rate, you can define a fulfillment
completion step that is part of the fulfillment process. This step dynamically computes the expected
fulfillment date during order processing, and then raises alerts that identify orders that might not meet
fulfillment dates. With this capability, you can identify issues with sufficient lead-time and take
corrective actions that are timely, accurate, and effective. You can do the following:
•
•
•
•
Locate the problematic process step before the fulfillment date is compromised
Perform process planning according to dates that you choose and updates to attributes
Deliver alerts for order lines that might become exceptions
Identify order lines that are at risk of not meeting promise dates
AUTOMATE PROCESSING OF CHANGE ORDERS
To reduce the amount of time required to process changes, you can use change order management to
control how to change orders during order fulfillment. Change order management ensures that change
orders are handled consistently, and that compensation steps – such as rescheduling inventory or
performing rollbacks – are automatically applied. Using change order management, you can:
•
•
Identify differences, such as a change in quantity between the current order and the change
order, that determine how that change is processed. Define the process steps that a change
order affects, and then adjust the fulfillment process so that it meets the conditions that the
changed order requires
Keep fulfillment systems synchronized with changes. Send notifications of pending changes
so that fulfillment systems stop processing the current order until the changes are received
ENRICH ORDERS FOR FULFILLMENT
To realize faster and lower-cost order processing, you can reduce the number of order touches that
slow down order processing. You can add fulfillment information, such as attributes or product details,
to an order to assist with processing. You can also separate a complex order into individual, interrelated
fulfillment plans. You can assign different processes to order lines that use fulfillment logic that is
tailored to the needs of each order line, thereby fulfilling products and services as efficiently as possible.
4
You can use a simple and non-technical rule editor to define order enrichment rules and process
assignment rules.
DEFINE ORDER PROCESSING YOUR WAY
Using a non-technical process definition interface, you can decrease the costs associated with defining
business processes and functional implementation costs. You can use predefined fulfillment processes,
or easily create custom fulfillment processes that meet your specific business requirements. When you
define order processing, you can:
•
•
•
•
Create order line flows that use standard, conditional, parallel, or interrelated logic
Define change order rules
Define rules that can calculate order completion dates according to request dates
Define common statuses to use for all quote-to-cash processes
RECOVER FROM ORDER PROCESSING ERRORS
You can use the Order Management work area to reduce the time required to locate, investigate, and
recover from order processing errors. This work area provides a single dashboard where you can
manage a single order or a group of orders. You can:
•
•
•
View process execution, including milestones and visual alerts
Fix exceptions one or more lines at a time, or assign lines to fulfillment processes
Take bulk action to recover from one or more errors
GLOBAL ORDER PROMISING CLOUD
Global Order Promising Cloud is an optional component of Order Management Cloud that matches
order demand with available inventory, inbound shipments, purchase orders, and requisitions. As orders
arrive, Global Order Promising Cloud selects the best fulfillment location based on current and future
availability, expected delivery date, and preferred delivery method. Global Order Promising Cloud can
also allocate scarce supply to specific customers or channels.
5
CALCULATE ACCURATE PROMISE DATES IN REAL TIME
You can promise each order immediately as it arrives, taking existing commitments into account. Global
Order Promising Cloud considers both lead time and availability constraints, resulting in more accurate
promise dates. You can do the following:
•
•
•
•
•
•
•
•
Consider current and future supply, including on-hand and in-transit inventory, purchase
orders, and purchase requisitions
Define available-to-promise (ATP) rules that apply to all items within an organization, to an
item across all organizations, or to individual combinations of items and organizations
Calculate ATP dates based on current or future supply at the target location
Calculate capable-to-promise (CTP) dates for items that are not available at the target
location, but can be bought or transferred to fulfill the order
Account for transit and processing lead times
Use pure lead-time or infinite availability promising rules when inventory information is not
available, or when items are stocked in bulk
Specify shipment sets to ensure that all lines on an order (or any subset) ship together
Respect shipping and receiving calendars, minimum and maximum order sizes, item and
location effectivity, resource capacity, and other constraints
ALLOCATE LIMITED SUPPLY TO THE RIGHT CUSTOMERS
You can define rules that set aside current and future supply for specific customers, sales channels,
regions, or other demand classes. Defining rules enables you to:
•
Ensure that each customer or channel gets a fair share of available supply by allocating a
percentage or ratio of demand to each
•
Ensure that “hot” products go to priority customers by allocating a fixed quantity of supply
to them
Review the total, consumed, and remaining quantities of allocated products at any time
•
REFINE PROMISING STRATEGIES TO IMPROVE RESULTS
You can configure rules that change how orders are fulfilled so that you can increase profits or deal with
changes in supply or demand. You can:
•
•
Leverage built-in profitable-to-promise capabilities to select the fulfillment method that
automatically delivers items on schedule with the lowest item, resource, and transit costs
Split lines across fulfillment locations when the total quantity is not available in one
location, or across time if the total quantity is not available all at once
6
•
•
Switch from ATP to CTP for long-horizon orders, preserving on-hand inventory for shorthorizon demand
Change transit modes to expedite orders or reduce transportation costs
ADDRESS FULFILLMENT PROBLEMS WITH A DYNAMIC USER INTERFACE
While most order promising is automatic, you can use the Global Order Promising Cloud graphical user
interface to respond to fulfillment problems or exploit new sources of supply. With the dynamic user
interface, you can:
•
•
•
•
•
•
•
•
Review total supply, consumption, and net availability
Prioritize batches of order lines for scheduling by a wide variety of criteria, including
jeopardy score, expected ship date, and monetary value
Perform interactive what-if comparison of promising alternatives
Select alternate sourcing locations, shipment methods, and line splitting options
Consult real-time graphics to see the before-and-after impact of repromising on delivery
delays and fulfillment costs
Substitute items to deal with shortages, improve service, or lower cost
Remove items from shipment sets if they’re backordered, allowing other items to ship
earlier
Override allocation rules to resolve customer service issues
MANAGE GLOBAL ORDER PROMISING IN THE CLOUD
You can perform all order promising end-user and administration tasks in a public cloud service,
ensuring global access and continuous availability of promising services. You can:
•
•
•
•
•
Use web services to check availability of items
Enable 24x7 promising with an advanced memory-resident architecture
Start, stop, and refresh the promising engine through scheduled jobs, or as needed through
an administration console
Detect, correct, and reprocess collection errors with an enhanced error management
framework
If needed, download the online data store to debug order promising-related issues
7
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject
to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose.
We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not
be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission.
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.
Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of
SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered
trademark of The Open Group.
8