Overview of Order Management

Order Management is a supply chain management application that improves order fulfillment for your business processes. It includes predefined integrations, centrally managed orchestration policies, global availability, and fulfillment monitoring that can help increase customer satisfaction and profitability.

Capture Orders and Fulfill Them

Use Oracle Order Management to capture customer demand and fulfill sales orders.

Capture demand from channels in your order capture system and import them into Oracle Order Management:

• Web sales
• Call centers
• Direct sales
• Partners
• Legacy order capture systems and other systems
• Electronic data interchange or business-to-business flows
• Mobile platforms

Use Oracle Applications and their work areas to set up your supply chain environment.

• Set up integrations, specify default values, specify application behavior, and do other setups in Setup and Maintenance.
• Set up your item in Product Information Management.
• Price the item in Pricing Administration.
• Specify how to determine availability for your item in Oracle Global Order Promising.
• Configure your configured items in Configurator.

Use Oracle applications and their work areas to orchestrate order fulfillment across sources, such as suppliers, finance, and distribution centers.

• Track and revise sales orders in Oracle Order Management.
• Procure the item that you will ship in Oracle Procurement.
• Reserve and track the item in Oracle Inventory Management.
• Get details about the item in Reports and Analytics.
• Receive the item into accounting in Oracle Receivables.

Manage Orders Across Channels

Order Management can support your global, order-to-cash process that uses more than one channel. Centralize and manage order capture across channels, do order promising, orchestrate fulfillment policies, monitor order status, and manage exceptions. Create and price each sales order directly in Order Management.

• Create sales orders directly in Order Management. Enter details for a new sales order, revise a sales order, modify order lines, view change history, place a sales order on hold, or cancel a sales order. Create a return order for an existing sales order.
• Use a common definition of sales orders across channels so you can view and search them in a consistent way. For example, search for Item A across sales orders that other users created in Order Management, and across sales orders that an administrator imported from an e-commerce site, call center, or through electronic data interchange (EDI).
• Use an orchestration process to route and manage each sales order across more than one fulfillment system. For example, use a schedule, ship, and bill process to route order lines to two different enterprise resource planning (ERP) systems.
• Send status updates from more than one fulfillment system to a capture system that resides outside of Order Management. For example, return a SHIPPED order status to an e-commerce system even if one warehouse system returns a Shipped status for an order line, but another warehouse returns an SHP status for the same line.
• Get a summary of statuses and exception orders. For example, view a graph that displays sales orders that are at risk of missing a promise date.
• Use Global Order Promising to collect supply data from more than one source and to set up business rules that automatically select the best fulfillment location to meet demand from any channel. Select according to future availability, expected delivery date, and preferred delivery method. Allocate scarce supply according to customer, channel, or to resolve order exceptions.

• Use a mixture of cloud and on-premise environments for your capture and fulfillment systems. For example, import source orders from a cloud capture system, then fulfill them in an on-premise ERP system.
• Use a predefined integration with other Oracle cloud services to centrally manage orchestration policies, get global availability, monitor status, and manage exceptions.
• Import source orders from your order capture system, such as an e-commerce system, edit them in Order Management, and then fulfill them in your fulfillment system.

For details about how Order Management integrates channels with other systems, see Overview of Integrating Order Management.

Monitor Progress and Manage Exceptions

Use the Order Management work area to monitor progress and manage exceptions.

• Get a summary of statuses and exceptions according to customer, item, or supplier, and drill into data to get more detail.
• Filter sales orders according to customer, item, fulfillment location, supplier, status, or age.
• View order status.
• Use a Gantt chart to monitor processes.
• View and fix exceptions on one or more order lines.
• If a sales order is at risk of not meeting fulfillment dates, then use a jeopardy feature to identify issues and take corrective action.
• Use embedded intelligence to resolve exceptions. Use analytic details to make informed choices.

Simplify Change Orders

Set up compensation patterns and roll back steps so you can consistently control change orders. Use change order logic to make sure Order Management processes and revises sales orders consistently across all sales orders.

For example, if Order Management receives a quantity change from a source order, and if it hasn't shipped the item, then use change logic that allows the change, and roll back the fulfillment process so it can reschedule and send a new shipment request to your fulfillment system.

• Specify attributes that affect the change order and that automatically recognize a change order.
• Create rules that automatically handle changes so you aren't required to intervene in every change that happens.
• Coordinate change order tasks with your fulfillment system.
• Set up tasks in the orchestration process that the change affects.
• Adjust fulfillment steps that the change affects.
• Cancel orders, add lines to orders, and change quantity.

Set Up Processing

Modify the predefined orchestration process that Order Management uses to meet most of your business requirements. You can also create a new one to meet your specific requirements.

• Use common, conditional, or interrelated flows for order lines.
• Create change order rules that automatically modify order fulfillment.
• Create rules that calculate the order completion date according to the requested date.
• Calculate lead times, modify order compensation steps, and so on.
• Create common statuses to use across your business process.
• Create draft orders in Order Management that you can submit later for processing.

You can also write your own Groovy script in an order management extension to modify your Order Management deployment. Create the extension point that determines when to run this script. For details, see Overview of Creating Order Management Extensions.

Enrich Source Orders For Fulfillment

• Create a business rule that transforms each source order into a sales order, modifies order attributes, and creates order lines.
• Add details to improve fulfillment. For example, add or modify attributes or add more items to an order so Order Management can efficiently fulfill the sales order.

Manage Problems and Recover from Errors

• Use a jeopardy feature to help you monitor each sales order against a fulfillment date, predict whether the sales order is on schedule to meet the fulfillment date and, if not, take corrective action.
• Use a central work area to recover sales orders that are in an error state.
• Locate the problem, identify the root cause, then adjust order fulfillment parameters to fix the problem.
• Modify dates and attributes that affect process planning.
• Query and examine a subset of sales orders according to a criteria that you specify.
• Take action on a single sales order, or on more than one sales order at the same time.
• Schedule a background process that automatically recovers errors according to parameters and filters that you set up.

Get Details

• Implementing Order Management
• Using Order Management
• Administering Pricing
• Tables and Views for Oracle SCM Cloud
• For details and examples, go to REST API for Oracle Supply Chain Management Cloud, expand Order Management, then click Sales Orders for Order Hub.

To get technical details not covered in these books, see Technical Reference for Order Management (Doc ID 2051639.1).