Improve Business Processeswith Oracle Order Management Cloud

Matt Makowsky

Director, Oracle ERP Cloud

matt.makowsky@perficient.com

Raja Chinthapally

Solutions Architect

raja.chinthapally@perficient.com

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Agenda

• About Perficient

• Cloud vs. EBS, Future Outlook

• Sales Order Flow

• Drop Shipments

• Q&A

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About Perficient

Perficient is the leading digital transformation

consulting firm serving Global 2000 and enterprise

customers throughout North America.

With unparalleled information technology, management consulting,

and creative capabilities, Perficient and its Perficient Digital agency

deliver vision, execution, and value with outstanding digital

experience, business optimization, and industry solutions.

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Perficient ProfileFounded in 1997

Public, NASDAQ: PRFT

2016 revenue $487 million

Major market locations:Allentown, Atlanta, Ann Arbor, Boston, Charlotte, Chicago,

Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax,

Houston, Indianapolis, Lafayette, Milwaukee, Minneapolis,

New York City, Northern California, Oxford (UK), Southern

California, St. Louis, Toronto

Global delivery centers in China and India

3,000+ colleagues

Dedicated solution practices

~95% repeat business rate

Alliance partnerships with major technology vendors

Multiple vendor/industry technology and growth awards

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The following is intended to outline Oracle’s general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Oracle Safe Harbor Statement

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Cloud vs. EBS On-Premises

More User Friendly

• One unified look and feel across the entire application

• The “clunkiness” of HTML and Java form switching is gone

• “Infotiles” (live dashboards) navigate you throughout your day

• No more need to VPN. All you need is a browser on any device (mobile or desktop)

Role-based Security

• One user can have many roles, which means many business units, ledgers, and functions across all applications

• Users will no longer need to switch responsibilities

• Users have access to the business units and ledgers they should without creating hundreds of

custom responsibilities

“Live” Actionable Workflows in all the SCM modules

• Batch Processing from the EBS days is all but gone

• Exception based rules drive efficiencies with the use of actionable dashboards

Easily Accessible with PaaS

• Real Time Inventory Availability and Fulfillment capabilities from your customer facing web and mobile apps

through the use of “Platform-as-a-Service” or PaaS

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Modern ERP Experience

• Most setups can now be uploaded by Excel

• All setups can be exported and imported into a new Environment

• Standardized business flows fit almost all organizations, reduce need for your EBS

customizations

• Use PaaS to integrate with proprietary business functions

• Keep SCM and financials up to date in real time

• Synchronize Customers, Vendors, Invoices, Inventory with third-party systems

• Use Oracle’s new “Order Management Orchestration” to fulfill orders instantly from ALL

sources and automatically determine if an order is sent from Inventory or drop shipped

directly from a vendor

• Using Configure, Price, Quote – Your sales associates have instant access to customize

products, promise delivery dates, and give accurate pricing – IN REAL TIME.

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A Very Bright Future Ahead

Release 13 is on the horizon, bringing new

modules with advanced functionality, especially

in the SCM space

• Process Manufacturing

• Enterprise Asset Management (Maintenance)

• Advanced Costing Models

• Demand Management and Supply Planning

• New Integration between SCM and TOA field

services applications

• Better, Friendlier, Faster User Interface, and

Mobile Apps

• ERP Cloud is the clear leader in Gartner

Group’s “Magic Quadrant”

© 2017 Gartner Group

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Ready for Prime Time with B-O-B Integrations

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A Totally Fresh and New Experience

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EBS Home Screen

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EBS “Core Forms” Navigator

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Cloud Home Screen/Navigator

Order Management in the

Cloud

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Order Management Cloud Service

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Order Management

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Functional Integration Touchpoints

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Order Management – Infotiles with Drilldown

Sales Order Flow

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Order Management

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Sales Order Creation – Header Creation

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Sales Order Creation

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Sales Order Creation – Review and Update Sales Splits

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Sales Order Creation – View Pricing Strategy

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Sales Order Creation – View Pricing Strategy

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Sales Order Creation – Item Entry

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Sales Order Creation – Live Stock Validation

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Sales Order Creation – View Pricing Calculation

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Sales Order Creation – View Pricing Calculation

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Sales Order – Add Shipping Information

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Sales Order – Select Source

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Sales Order – View Availability

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Sales Order – View Fulfillment

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Order Fulfillment View

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Order Fulfillment View

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Pick Release

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Shipping

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Shipment Details

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Ship Confirm

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Confirmation

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Order Fulfillment Status

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Receivables

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Receivables Invoice

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Receivables Invoice

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Receivables Invoice

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Order Fulfillment Status

Drop Ship Flow

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Drop Ship Sales Order and Purchase Order

A drop shipment is a supplier-to-customer direct shipment. The following are needed to support the drop ship process:

• One Sales Order (SO) to one Purchase Order (PO) for each supplier

• Customer information is shared with the supplier

• The seller bills the customer and pays the supplier

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Drop Ship Integration Points

• Order Management sends request to Global Order Promising to schedule order

• Global Order Promising checks sourcing rules to promise the order

• Global Order Promising assigns supplier and responds to Order Management

• Order Management now knows that the order is to be drop shipped

• Fulfillment Line is set to Scheduled status

• Order Management sends a purchase request to Procurement

• Procurement creates a requisition

• Fulfillment Line status is Requisition Created

• Purchase order is created and sent to Supplier for fulfillment

• Fulfillment Line status is Awaiting Shipping

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Create a Drop Ship

Create a Drop Ship Sales order with

source as Supplier

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Review Fulfillment Line StatusNotice a Requisition and a Purchase Order are

automatically generated by the Order Orchestration

process.

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Match Payables Invoice to the Purchase Order

Order Management creates the receipt and updates the

delivery Status, When you create a Invoice matched to

the purchase order that the drop ship references.

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Update Drop Ship Sales Order Status

The following scheduled processes handle processing:

• Transfer Invoice Details to Supply Chain Financial Flow Orchestration:

Sends details about validated invoices, canceled invoices, and corrected invoices to Financial Orchestration.

• Transfer Ownership Chain Events to Receiving:

Sends details about the AP Invoice Match from Financial Orchestration to the receiving process.

• Manage Receiving Transactions:

This process validates and processes the receipt transactions received into open interfaces automatically

without user intervention.

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Import Receivables InvoiceRun Import Autoinvoice Standard process to import invoices into receivables.

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Review Receivables Invoice

QuestionsType your question into the chat box

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Next up:

[Webinar] Discoverer to Oracle Business Analytics

Tuesday, September 19th

[Event] Oracle OpenWorld

October 1-5, 2017

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