Module Integrations v 2.0

Module Integrations

(All Basic Modules {Dist & Mfg})

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What is Going to be Taught!!!What is Going to be Taught!!!

Understanding the Module Integrations Understanding the Module Integrations

Stocking Strategies.Stocking Strategies. Explaining each of the Flows with Module Explaining each of the Flows with Module

Integrations of each strategy.Integrations of each strategy. Question and Answers.Question and Answers.

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Add Line to Order

Stocking StrategiesStocking Strategies

InvoiceShip

Add Line to Order InvoiceShipSelect Option

Add Line to Order InvoiceShipSelect Option Build

MTS – Make To StockMTS – Make To Stock

PTO – Pick To OrderPTO – Pick To Order

MTO – Make To OrderMTO – Make To Order Stocking Strategy

Design

Raw Material

Component

Finished Goods

Make To Stock Yes Yes Yes YesPick To Order Yes Yes Yes NoAssemble To

Order Yes Yes No NoMake To Order Yes No No No

Engineer To Order No No No No

ATO – Assemble to OrderATO – Assemble to Order

ETO – Engineer To OrderETO – Engineer To Order

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Timings

Demand Lead Time

Deliv

ery

Lead

Tim

e

MTS

PTO

ATO

MTO

ETO

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Order ManagementSales Order

InventoryMaterial Allocation

PricingModifier/Qualifier

Shipping ExecutionDelivery/Trip-Stops

Receivable Invoice Run Work FlowBackground Process

Simple Sales Order – Make to Simple Sales Order – Make to StockStock

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Receivable Invoice Run Work FlowBackground Process

Configurator

Simple Sales Order – Pick to Simple Sales Order – Pick to Order Order (CTO)(CTO)

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Receivable Invoice

Run Work FlowBackground Process

Configurator

Planner

Work Order

Purchase Requisition

Purchase OrderPayable Invoice

Simple Sales Order – Assemble to Simple Sales Order – Assemble to Order Order (CTO)(CTO)

Bill Of MaterialCostingQuality

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Simple Sales Order – Pick to Order Simple Sales Order – Pick to Order (Model) – Sales Order Cycle(Model) – Sales Order Cycle

Start Schedule Sales Order

EnterSales Order

Book Sales Order

Configured Item

Release Sales Order

HoldOn Shipment?

InvoiceGenerate Packing Slip Ship ConfirmationRelease the Hold

Yes

No

Model Item

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Simple Sales Order – Assemble to Order Simple Sales Order – Assemble to Order (Model) –Sales Order Cycle(Model) –Sales Order Cycle

Start Schedule Sales Order

EnterSales Order

Book Sales Order

Configured Item

Model Item

Create BOM& Routings

CreateWork Orders

Release Sales Order

Complete Work Orders

(Job Completion)

HoldOn Shipment?

InvoiceGenerate Packing Slip Ship ConfirmationRelease the Hold

Yes

No

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Engineer to Order – Sales Order Engineer to Order – Sales Order CycleCycle(ETO)(ETO)

Select Model & Options

Select the Std CTO or ETO

Request Quote for ETO

Review ChangesIn ETO

(Engg- BOM)

Review the Cost of all Items Book the Order Finalize the

QuoteNeed to Generate Item Costs / Price

for ETO Items

Make the Design for all New

Components-ETO Items(Mfg- BOM)

Complete the Job& Move to StoresFor Pick Release

Create the Work Order &

Issue the MaterialGenerate Mfg BOM InvoiceShipment

ETO

CTO

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Drop Ship Sales Order – Drop Ship Sales Order – Functional OverviewFunctional Overview

Customer

Maruthi UdyogLtd.

MRF Ltd

PO PO

Shipping the Tyres

SO SO

Note: Assuming that Customer has given order for Tyres to Maruthi Udyog Ltd but Maruthi in turn sources from MRF Ltd and asks him to ship from his warehouse on Maruthi Udyog behalf. Now Maruthi Udyog Ltd will pay to MRF Ltd for Shipping the

Tyres and Customer will pay to Mauruthi Udyog Ltd.

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SO-EntryShipping Tab

Source Type: ExternalSO-Book

RequestsRequisition Import /

Purchase ReleaseOR run Work flow

Approved Requisition

Purchase Order

View the Requisition Number

SOLineActionsAdditional Line info

Drop Ship Tab

Receive Expense Sub Inventory


Receivable InvoicePayable Invoice

Sele

ct In

v Or

g

Auto Create

Drop Ship Sales Order – Drop Ship Sales Order – Oracle CycleOracle Cycle

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ISO Number •Internal Requisition

(Lines – Order Number)•Order Organizer

(Query with Source as Internal)

Inter Requisition ISO-Booked Release Sales Order Ship Confirm - SO

Receive Sub Inventory


Select the Inv Org

Internal Sales Order – Oracle Internal Sales Order – Oracle CycleCycle

Destination Org will raise the Internal

Requisition

Run RequestsCreate Internal Order-

PO ModulesOrder Import – OM

Module

Notes:•Create Shipping Networks between Source Org (Shipping Org) and Destination Org (Receiving Org) -- Check the Internal Order Required•Create a Customer like any Normal Customer and assign the Receiving Org Inventory Location to Internal Location in the Ship To of the Customer. •Ensure you have right Internal Order Type assigned in the Purchasing Options in the Purchasing Responsibility.•Note :Internal Ordered & Internal Order Enabled " Item Attributes " must be checked in the Item definition

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SOEntry

ReleaseSO

Ship ConfirmSO

Simple Sales Order Cycle

SOBook

InventoryMTS , PTO

(Model/ Item)WIP

ATO (Model/ Item)

Run WorkFlow

BackgroundProcess

Defer InventoryInterface

Defer InvoiceInterface

Start End

MTS ATO

Pick Docment Set Ship Document Set

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SOEntry

SOBook

Return Tab: Reference Type,Return Reason & Select the

Return Line Type

InventoryReceiving. (MRB Sub

Inventory - Do the Inspectionif required)

InventoryReceiving

Run WorkFlow

BackgroundProcess

Start End

Based on your Line TypeSelection Credit Memo will

be created

Return Sales Order Cycle

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Requisition Stores/Office/Shop Floor

Request For QuotationBid/Standard/Catalog

QuotationBid/Standard/Catalog

Quote – AnalysisMultiple Suppliers

Purchase OrderSPO/ PPO / CPA/BPA

ReceivingDirect/Standard/

Inspection

Approve

Tools->Copy Doc

Tools->Copy Doc

Auto Create

Analysis

Select Inv Org

Auto

Cre

ate

Blanket Release

Select Inv Org

1.Au

to C

reat

e2.

Aut

omat

ic Re

leas

e

Purchasing CyclePurchasing Cycle

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Module Integrations v 2.0

Documents