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Slide 3 - Oracle Value Chain Execution Cloud
Slide notes
Hello, my name is Shrikant. Welcome to the Release Training for the new Oracle Value Chain
Execution Cloud Order Management Cloud Service product. In this session, we’ll cover the Fulfillment
Monitoring & Exception Management capabilities of the product.
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Slide 4 - Agenda
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In this presentation, we will briefly re-cap Order Management Cloud Service Overview.
For the features covered in this training, we’ll give an overview, followed by more detail to explain how you can use them, and what business value they
bring.
Next we’ll explain what you need to consider before enabling these features in your business, and what you need to know to set them up.
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Slide 5 - Introducing Order Management Cloud Service
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To start off, we will quickly re-cap the product overview for Oracle Order Management Cloud Service. In Release 10, we introduced a new product called
Oracle Order Management Cloud Service. This is an application available on Oracle cloud as a service to enable quote to cash process flow. We refer to
this as FOM in future discussions. It is designed to improve order execution across quote to cash process. It includes predefined integrations, centrally
managed orchestration policies, fulfillment monitoring and exception management, and global availability that can help increase customer satisfaction and
order profitability.
In the rest of this training, we will explain how you can monitor order fulfillment progress and manage fulfillment exceptions using Order Management Cloud.
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Slide 6 - Fulfillment Monitoring & Exception Management Overview
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Now, we’ll give an overview of the features covered in this training. To summarize, with centralized monitoring and exception management capabilities, you
can quickly view statuses, identify problems, investigate root causes of problems and take corrective action for faster exception response & resolution. For
example, you can:
Monitor the status and exceptions of orders to be fulfilled
Display orders by customer, product, fulfillment location, supplier, status, or age
Deliver proactive alerts for order lines that might become exceptions
Identify order lines that are at risk of not meeting promise dates
Display process execution data, including milestones and visual alerts for jeopardy items
Fix exceptions one or more lines at a time or assign lines to orchestration process
Use embedded intelligence to resolve exceptions
And take bulk action to recover from errors
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Slide 7 - Centralized Order Tracking
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Next, let’s take a look at the details of the features that we just discussed.
At first, in Order Management Work Area, you can monitor the status and exceptions of orders to be filled. For instance, orders that are past due, in
jeopardy, backordered, or on hold. You can also view orders according to customer, product, fulfillment location, supplier, status, or age.
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Slide 8 - Order Fulfillment Analytics
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The reports that are displayed on the overview page provide a high-level view of the status of fulfillment lines. For instance, the Fulfillment Lines by
Exception report shows open fulfillment lines, each of which may have multiple concurrent exception types. That means that a fulfillment line could be
counted more than once. For example, a fulfillment line could be both in jeopardy and on hold. In the Fulfillment Lines by Exception report, this line is
counted once in the count of lines that have a jeopardy exception and once in the count of lines that are on hold. The Fulfillment Lines by Status report is
another report that counts open fulfillment lines only. In addition, the On-Time Shipment Percentage by Time report shows the percentage of orders where
all fulfillment lines were shipped on time.
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Slide 9 - Deliver Proactive Alerts for Fulfillment Lines
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With jeopardy management capability, proactive alerts are displayed for order lines that are at risk of not meeting promise dates and might become
exceptions. There are four types of exceptions for fulfillment lines, such as, Past Due, In Jeopardy, Backordered, and On Hold. For instance, a fulfillment
line is past due if the scheduled ship date is in past. The details of the selected fulfillment line can also help you to make the right decision.
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Slide 10 - Deliver Proactive Alerts for Orchestration Processes
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Similarly, with jeopardy management capability, proactive alerts are displayed for orchestration processes that are at risk of not meeting promise dates and
might become exceptions. There are three types of exceptions for orchestration processes, such as, Past Due, In Jeopardy, and On Hold. For instance, an
orchestration process is in jeopardy if jeopardy priority is not null. The details of the selected orchestration process can also help you to make the right
decision.
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Slide 11 - Fulfillment Line Analytics
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The analysis in the Order Management Work Area helps you understand the status of orders and determine the best way to facilitate fulfillment. There are
two sets of reports – one for fulfillment line and another one for orchestration process. The Manage Fulfillment Line Exceptions reports provide information
about items, customers, and orders for the selected fulfillment line. For instance, the Item Availability report shows information about the item that is
associated with the selected fulfillment line. And the On-Time Shipment Percentage by Time report shows the percentage of orders where all fulfillment
lines were shipped on time. On the other hand, the Manage Orchestration Process Exceptions reports provide current and historical information about
orchestration processes. For example, the Average Process Duration by Time report compares all closed orchestration process instances with the same
name historically against the current selected orchestration process.
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Slide 12 - Jeopardy Management
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To increase customer satisfaction and the on-time order fulfillment rate, you can define a fulfillment completion step that is part of the orchestration process.
Order Management Cloud 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 to take corrective actions that are timely, accurate, and
effective.
Order Management Cloud performs process planning according to dates that you choose, for instance, requested ship, arrival, or fulfillment date, and
updates to attributes. It sets user expectation of completion date of each task and the orchestration process itself. You can then locate the problematic
process step before fulfillment date is compromised. In addition, for process in jeopardy, jeopardy reason is shown as a combination of Required
Completion Date and Expected Completion Date with the information of the step that is causing jeopardy.
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Slide 13 - Identify At-Risk Lines
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With process planning and jeopardy management capabilities, proactive alerts are displayed for order lines that are at risk of not meeting promise dates and
might become exceptions. You can then locate the problematic lines before fulfillment date is compromised.
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Slide 14 - Display Process Execution Data
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You can view process execution data, including milestones and visual alerts for jeopardy items in the process Gannt chart. Here, we show that the ship and
invoice tasks of the process are in jeopardy with medium priority.
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Slide 15 - Backlog Management
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You can fix exceptions one or more lines at a time. For instance, to resolve item availability exception, you can reschedule using check availability or
override the schedule. The analysis in the Order Management Work Area helps you understand the status of orders and determine the best way to facilitate
fulfillment. For instance, the item availability report shows information about the item that is associated with the selected fulfillment line:
Available quantity is the amount of unallocated inventory available that is used to fill customer orders. It is calculated as the shelf quantity minus the
allocated quantity
Shelf quantity is the amount of inventory that is on the shelf for a given item that is currently in the warehouse. It includes both allocated and unallocated
quantities
And allocated quantity is the amount of inventory that was set aside to fill a customer's order
If there is not enough supply in the selected warehouse, you can source the item from the warehouse with enough supply according to item availability
report.
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Slide 16 - Reschedule Using Check Availability
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There are multiple options to resolve item availability exceptions. One option is to reschedule the fulfillment lines using the check availability page. When
you select Check Availability, a variety of scheduling options is presented to you with the best option clearly marked. The best option is determined by a set
of business rules that the order administrator defines during implementation. This is the most effective way to reschedule a fulfillment line because it
optimizes choices and provides you with all the information that you need to evaluate tradeoffs. If you are not satisfied with the scheduling results, you can
allocate by demand class to ensure that scarce supply is reserved for the most important customers. Or you can look at alternate availability options. If you
are still not satisfied with the scheduling results, you can perform what-if simulation using embedded analytics to make tradeoffs between service levels and
costs, or between competing customer orders. You can also clear selected fulfillment line attributes to give the order promising process the freedom to
choose the best fulfillment option, without regard to a specific attribute. Please be aware that if the fulfillment line already is scheduled and your selection
results in a changed scheduled ship date, then change processing is triggered.
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Slide 17 - Override Fulfillment Attributes
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You can also resolve item availability exceptions by overriding the fulfillment attributes. For instance, you can override the scheduled date if you are aware
of an alternative to the schedule assigned by the order promising process, and you know the best date to schedule the fulfillment line. If you know the
warehouse from which you want to source the item, you can also change the warehouse. The analytics provide information that may help you determine the
warehouse to choose. If you want to schedule fulfillment lines as a group and ensure that important customers get the supply first, or you want to expedite
fulfillment, but the exact date is not important to you, you can change the demand class to re-prioritize when scheduling the fulfillment line. Or if you know
the shipping method that you want to use, you can also change the shipping method to a more expeditious method.
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Slide 18 - Substitute Item
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Item availability exceptions can also be resolved by item substitution. You can substitutes the item on the fulfillment line with an item that you choose. The
best substitution is presented based on rules in the item master. You can choose another substitution if you see that an allowable substitute will provide you
with a better scheduling option. You can utilize the analytics to determine the item to substitute.
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Slide 19 - Split Fulfillment Line
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Fulfillment line split is another way to resolve item availability exceptions. For instance, if you know that you can fulfill part of the fulfillment line from one
warehouse and part from another warehouse, you can split the selected fulfillment line into two or more fulfillment lines. The analytics provide information
that may help you determine the warehouse to source from.
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Slide 20 - Other Backlog Management Options
Slide notes
Additionally, you can use these actions to resolve item availability exceptions, for instance:
If you want to release supply to make it available for a high-priority fulfillment line, you can use action Unschedule to release supply. This action invokes
change management which brings the process back to the scheduling step and in Awaiting Scheduling status. You can then manually schedule the
fulfillment line from the Order Management work area
If the fulfillment line is associated with an orchestration process that has a manual scheduling step, or the fulfillment line was unscheduled, you can use
action Schedule to makes an initial request to the order promising process to schedule the fulfillment line
If you want to release supply reserved for a specific line to make it available for a high-priority fulfillment line, you can use action Unreserve to release
supply
If you want to ensure that supply is allocated for a particular fulfillment line, you can use action Reserve to remove supply from availability and earmark it for
the selected fulfillment line
Or you can remove the fulfillment lines from the shipment set to improve the promising results
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Slide 21 - Error Recovery
Slide notes
Order processing is automated. In most cases, orders are processed to completion without errors. However, some errors might occur. 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. The Manage Order Orchestration Messages page groups messages about a
fulfillment line in one location. If you possess the error recovery manager role, then you can correct these errors. You can fix exceptions one or more lines
at a time or assign lines to orchestration process. You can also take bulk action to recover from errors.
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Slide 22 - Error Recovery Schedule Process
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In addition, you can run a schedule process to recover all orders that match specified parameters. It increases the number of orders that can be recovered
with a single action. It also allows recovery to be scheduled as a periodically running background process
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Slide 23 - Holds
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Holds prevent an orchestration process from proceeding. You can apply holds to current or future tasks. Holds can be initiated from order capture and order
management work area. You can apply holds to orders, order lines, and fulfillment lines in the Order Management work area. A hold on an order carries
over to the fulfillment lines that map to the order. If a fulfillment line splits, then the hold is mapped to the new fulfillment line. If a hold is applied to one or
more lines in a shipment set, then the hold applies to the entire shipment set. Holds also occur automatically when a change from the Order Management
work area or the order capture application requires change management to compensate the orchestration process. In this case, a message to apply a hold
is sent to the fulfillment system, so that the orchestration process stops while compensation occurs. FOM users can release holds that were applied by a
FOM user only. The Hold Source System attribute indicates where the hold was applied. If a hold was placed on an order, then you cannot release the hold
on the corresponding lines independently. You must release the hold on the order. While compensation for a change is occurring, holds are released
automatically after all the steps are undone. External systems, such as an order capture application, also can release a hold automatically by sending a
message to release a hold that was applied in the external system.
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Slide 24 - Business Value
Slide notes
To review, the focus of this feature set is to allow customers to more easily monitor the fulfillment status and manage the exception. With centralized
monitoring and exception management capabilities, you can quickly identify problems, investigate the reasons and take corrective action for faster
exception response and resolution, which also improves the fulfillment accuracy, reduces order processing costs, and increases customer satisfaction in the
meantime.
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Slide 25 - Summary of Capabilities 1
Slide notes
Here is the summary of the features I have talked about today.
Centralized Order Tracking – You can monitor the status and exceptions of orders to be fulfilled in the Order Management Work Area. Orders are displayed
according to customer, product, fulfillment location, supplier, status, age, etc. You can identify fulfillment lines and orchestration processes with exception
using the proactive alerts that indicate the jeopardy and exception status.
Jeopardy Management – Order Management Cloud performs process planning according to dates that you choose, for instance, requested ship date,
requested arrival date, or requested fulfillment date. It sets user expectation of completion date of each task and the orchestration process itself. You can
then locate the problematic process step before fulfillment date is compromised. In addition, proactive alerts are displayed for order lines that are at risk of
not meeting promise dates and might become exceptions. It helps you to locate the problematic lines before fulfillment date is compromised.
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Slide 26 - Summary of Capabilities 2
Slide notes
Visual Process Analysis – You can view process execution data, including milestones and visual alerts for jeopardy items in the process Gannt chart.
Backlog Management – You can fix exceptions one or more lines at a time. The analysis in the Order Management Work Area helps you understand the
status of orders and determine the best way to facilitate fulfillment.
Error Recovery – You can fix exceptions one or more lines at a time or assign lines to orchestration process. You can also take bulk action to recover from
errors.
And Managing Holds – Holds prevent an orchestration process from proceeding. You can apply holds to current or future tasks.
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Slide 27 - Implementation Advice
Slide notes
In this implementation advice section we will go through what you need to consider before enabling these features in your business, and what you need to
know to set them up.
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Slide 28 - Feature Impact Table 1
Slide notes
Here is key implementation information for the features covered in this training. It details:
If a feature is automatically available after installation
If a feature can be accessed using the shipped job roles – the exact job roles are detailed later in this section
And if a feature has any setup associated with it – setup specifics are covered later in this section
As you can see from the table many features need setup that is detailed later in the presentation.
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Slide 29 - Feature Impact Table 2
Slide notes
Here is key implementation information for the additional features covered in this training
Feature Holds needs setup that is detailed later in the presentation.
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Slide 30 - Setup Summary
Slide notes
The setup for Order Management Cloud is achieved by Order Orchestration Offering. The functional area is Order Fulfillment. Here are the tasks that are
associated with the setup information.
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Slide 31 - Define Jeopardy Threshold and Priority
Slide notes
The setup of jeopardy thresholds and jeopardy priorities are needed by feature “Centralized Order Tracking”, “Jeopardy Management”, and “Visual Process
Analysis”.
Jeopardy score is a numeric ranking associated with a delay in the completion of a task of an orchestration process. Jeopardy score indicates how severe a
delay is deemed. Jeopardy thresholds are used to monitor and measure orchestration processes. Jeopardy thresholds are ranges of time that a task is
delayed. You define a set of ranges for each task of an orchestration process and then assign a score that indicates the severity of the delay. Jeopardy
priority indicates the level of risk associated with the delay of a task of an orchestration process. It appears in the Order Management Work Area as Low,
Medium, and High. You can create a jeopardy priority by mapping a jeopardy score range to one of the three severity levels.
These setups are used to create indicators that appear on the Order Management work area. These indicators help order managers to quickly see the
severity of a delay, enabling them to take appropriate action. You can define jeopardy thresholds and jeopardy priorities in the Manage Jeopardy
Thresholds and Manage Jeopardy Priorities page.
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Slide 32 - Define Planning Parameters
Slide notes
The setup of process planning parameters is needed by features “Centralized Order Tracking”, “Jeopardy Management”, and “Visual Process Analysis”.
Order Management Cloud performs process planning according to dates that you choose, for instance, requested ship date, requested arrival date, or
requested fulfillment date. It sets user expectation of completion date of each task and the orchestration process itself. You can define planning rules as
part of the orchestration process definition. For instance, you can specify Fulfillment Completion Step and Lead-Time Expression at the orchestration
process step level. You can define process planning parameters in the Manage Orchestration Process Definitions page.
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Slide 33 - Manage Hold Definitions
Slide notes
Holds prevent an orchestration process from proceeding. You can define holds in the Manage Hold Definitions page.
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Slide 34 - Job Roles & Associated Duty Roles 1
Slide notes
Here are the shipped job roles and duties that are needed to access these new capabilities covered in this training.
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Slide 35 - Job Roles & Associated Duty Roles 2
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Here are the additional shipped job roles and duties that are needed to access these new capabilities covered in this training.
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Slide 36 - Business Process Model Information 1
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The business processes associated with the new capabilities covered in this training are detailed here. The high level business process is Manage Sales
Orders with activity Manage Open Sales Orders.
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Slide 37 - Business Process Model Information 2
Slide notes
The business processes associated with the new capabilities covered in this training are detailed here. The high level business process is Manage Sales
Orders with activity Manage Open Sales Orders.
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Slide 38 - Overview Reports
Slide notes
Order Management Cloud supports various types of reports, including Online Transaction Processing (also known as OLTP) reports, Oracle Business
Intelligence Applications (also known as OBIA) reports, and two Oracle Transactional Business Intelligence (also known as OTBI) reports.
Here are the reports that cover the Order Management Cloud. Three overview reports provide a high level view of the status of fulfillment lines:
Fulfillment Lines by Exception
Fulfillment Lines by Status
And On-Time Shipment Percentage by Time
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Slide 39 - Manage Fulfillment Line Exceptions Reports
Slide notes
Twelve manage fulfillment line exceptions reports provide information about items, customers, and orders for the selected fulfillment line. You can review
them here.
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Slide 40 - Manage Orchestration Process Exceptions Reports
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Seven manage orchestration process exceptions reports provide current and historical information about orchestration processes, for example:
Orchestration Process Exceptions by Type
Average Process Duration by Time
Order Age by Time
Count of Holds for This Customer by Hold Name
On-Time Shipment Percentage by Time
Orchestration Orders by Time
And average Time to Release a hold by Type
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Slide 41 - Associated Release Training
Slide notes
Other training modules that are related to these new capabilities and are recommended viewing are:
Introduction to order management cloud service
Enable cloud quote-to-cash
And process sales orders
This concludes this presentation, thank you for listening. You can easily pause and rewind any of these slides if you require additional time to take in the
detail.
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