Oracle Fusion : Different Phases of Order during Submit Process

Order to Cash Process has below lifecycle right from Order Capture Process to Invoice & Collect

Order Once Submitted goes through following steps

• Capture Order
• Submit orders has following steps
  • Validation and Defaulting Extension
  • Credit check of Customer
  • Seeded Validations for Order management, Pricing, and Configurator
  • Global Trade management
  • Constraints
  • Approvals
  • Pricing of Order
• Manage Orchestration Process Assignments
• Fulfill Orders

Activities which takes place during Order Submission Process

Below activities takes place as during Order Submission process

• As soon as Order is Saved it gets Locked
• Order Management Extension Point, Before Submission of Order, gets executed
• Configuration Validations gets executed
• In case of Return order, Hard-Coded Validations gets executed
• Transformation rules run. See details
• Post Transformation Defaulting rules gets executed. See details
• User Validations by Customers gets executed
• Hard-Coded Validations gets executed
• Recalculate Price and Check for Price Violations. See Details
• Hard-Code Pricing Validations in Order Management gets Executed
• Call to Supply chain Orchestration for Configured Model. See Details for Configured Model
• Credit Check of Customer
• Trade Compliance
• Approval flow of Order. See Details
• Order Management Extension Point, During and After Submission of Order, gets executed
• Assign and Launch Orchestration Process. See Details.
• Unlock the Order
• Finally Order gets submitted.

Order Management Extension

• A Groovy script written by programmers which programmatically changes the Logic or changes the Order Management Deployment. It also call web services
• For Order Submission, extensions can be written to
  • Validate the Order
  • Validate the Business Rule i.e. Verify that a PO number entered on the sales order matches a PO number in Procurement System.
  • Set Default values on the Order for following
    • Default attributes on an Order Line
    • Fetch Order preferences from Customer Masters to the Order
    • Fetch values from Original Order to Return Lines
    • Convert Shipment cost to freight charge in Order Management and then send it to Invoicing
• Below is the flow of Order Management Extension. Extension comes into play
  • At Beginning of Submission Request
  • During Submit Request
  • At end of Submission Request

Order Management Extensions : Data Available for Read/Write

Order Management Extension: Read and Write Access

Order Management Extension : Filtering lines in Extensions, Rules and Constraints

• Make sure we filter out lines that we don’t want to process when we create an Order Management Extension, Business Rule or Processing Constraint.

Validations of Order

• Before Submission, we can validate Order Manually
• At Submission, Order Management Validate Sales Orders Automatically
  • Verifies required attributes
  • Check errors related to constraints, pricing, configuration and Taxes
  • If the Sales Order Validation
    • Passes, then the process checks the credit, (if this step is part of the Orchestration process)
    • Fails, then processing stops and the order is in Draft Status

Global Trade Management

If GTM is integrated with Order Management, then GTM may perform below actions upon Order Submission

• Verify that Sales order passes any Trade Compliance rules that is setup in Organization
• Screen for Export Compliance
• Determine License

Service Mappings

Gives us the ability to pass data from an attribute or Extensible Flexfield in Order management to a descriptive flexfield or Interface column in following Oracle Fusion Fulfillment Systems

• Shipping
• Receiving
• Receivables
• Purchasing

Service Mappings : Flow

Service Mappings : High-Level Setup Steps

Below are the High Level Setup Steps

• Get values that identify the attribute.
• Use the Manage Service Mappings Page to map the attributes or Extensible Flexfields to Descriptive Flexfields or Interface Columns

• Use the Manage Algorithms page to include additional Logic or Mapping Information from a different level, for example
  • From Order Header to Invoice Interface Line
  • From Extensible Flexfields to Interface Line

Order Management Parameters

These Parameters affect most or all of the Order management Cloud