1. Order Management訂單管理 講師:莊美雅, 陳懿信 m91660021@cc.shu.edu.tw m91660006@cc.shu.edu.tw

2. Outline • Order Management Concept • Oracle ERP Overview • Order Management Process • Pricing • Manage Customers • Enter Import Orders • Managing Orders • Order Processing Business Flow • Shipping Transaction Form • Configuration Process(four steps)

3. Outline • Order Management Concept • Oracle ERP Overview • Order Management Process • Pricing • Manage Customers • Enter Import Orders • Managing Orders • Order Processing Business Flow • Shipping Transaction Form • Configuration Process(four steps)

4. Order Management Concept • 「訂單管理」是接觸顧客的最前線 • 「顧客訂單」是企業營運的來源，有了顧客訂單，企業才有服務的對象，進而才有獲利的機會 • 根據APICS辭典，訂單處理(order processing)是制度化(administratively)處理顧客訂單，使該訂單處於準備出貨或準備生產的狀態

5. Order Management Concept (con’t) • 訂單管理是為了用來整合製造與配銷系統的企業流程，其目的為規劃和滿足生產/服務訂單的相關活動，並期望以最低成本、最快速運送的方式，提供高品質的產品或服務，以滿足顧客的需求。

6. Outline • Order Management Concept • Oracle ERP Overview • Order Management Process • Pricing • Manage Customers • Enter Import Orders • Managing Orders • Order Processing Business Flow • Shipping Transaction Form • Configuration Process(four steps)

7. Oracle ERP Overview 庫存 Inventory 固定資產管理Assets 粗略產能 規劃 RCCP 請購作業PR 採購作業PO 收料作業Receiving 應付帳款 立帳 Invoice 付款作業 Payment 銷售預測 FCST 主需求排程 MDS 物料需求 規劃 MRP 總帳系統 GL 產能需求 規劃 CRP 主生產排程 MPS 成本管理 Cost Management 統一發 票管理 票據管理 生產發料 Issue 客戶訂單SO 生產入庫 Completion Transaction 供應鍊管理 最佳化排程 APS 生產方式 Discrete Repetitive Flow Project Process 生產控制 製程移轉 Move Transaction 應收帳款 立帳 Invoice 收款作業 Receipts 出貨作業 Picking Shipping

8. Outline • Order Management Concept • Oracle ERP Overview • Order Management Process • Pricing • Manage Customers • Enter Import Orders • Managing Orders • Order Processing Business Flow • Shipping Transaction Form • Configuration Process(four steps)

9. Order Management Process • Basic Order Process • Basic Order Process Flows • Order Management Flow

10. Basic Order Process Order Customer Invoice Order Shipping Sales Department Inventory

11. Order Management Process • Basic Order Process • Basic Order Process Flows • Order Management Flow

12. Basic Order Process Flows Standard shippable(Distributor) Standard shippable(Manufacturer) Invoice only 1 1 1 Customer requests order 2 2 2 Enter order 3 3 3 Book order 4 4 Schedule 5 Release order to Manufacturing 5 6 Ship product and update inventory 4 6 7 Invoice the customer Complete Complete Complete

13. Order Management Process • Basic Order Process • Basic Order Process Flows • Order Management Flow

14. Order Management Flow 線上查詢庫存餘量 - 可承諾量 - 保留量 確認客戶基本資料 選配件產品 訂價 訂單審核 授信額度檢查 訂單保留 - 自動 - 手動 訂單解除管制 例外管理 訂單處理流程定義 訂單輸入 訂單完成 發票開立 訂單排程 出貨管理 定義企業運作流程 - 設定訂單類別與處理流程 - 退貨管理 - 授信額度檢查 退貨管理 授信額度檢查 可承諾量查詢 撿貨 退貨審核 保留 出貨確認 庫存餘額更新 定義流程元件 貨品退回 銷貨折讓 定義各項流程次序 未交訂單管理 重排程

15. Outline • Order Management Concept • Oracle ERP Overview • Order Management Process • Pricing • Manage Customers • Enter Import Orders • Managing Orders • Order Processing Business Flow • Shipping Transaction Form • Configuration Process(four steps)

16. Pricing Concept • The Pricing engine determines sell prices for products and services. • It provides answers to the following questions: Who qualifies? Qualifiers What is the item or service? Product Hierarchy Product Attributes How should I adjust the price? Modifiers

17. Pricing Business Scenario INPUT OUTPUT Price Lists Formulas Modifiers Qualifiers Final Price Eligibility Attributes What PRICING ENGINE

18. Pricing Engine Calling Application (OM, CRM) Pricing Request Pricing Engine Search Engine Phase Calculation Engine

19. Pricing Business Scenario INPUT OUTPUT Price Lists Formulas Modifiers Qualifiers Final Price Eligibility Attributes What PRICING ENGINE

20. Qualifiers • Who can receive particular prices, discounts, surcharges, promotions, and benefits： • Customer groups • Order types • Order amount • You link them to price lists and modifiers.

21. Pricing Business Scenario INPUT OUTPUT Price Lists Formulas Modifiers Qualifiers Final Price Customer: ABC Computers Territory: Western Region Attributes What PRICING ENGINE

22. Pricing Business Scenario INPUT OUTPUT Price Lists Formulas Modifiers Qualifiers Final Price Customer: ABC Computers Territory: Western Region Attributes What PRICING ENGINE

23. Attributes • Control what the pricing engine • Prices • Modifies • Ability to map to • Items • Customers • Orders

24. Pricing Business Scenario INPUT OUTPUT Price Lists Formulas Modifiers Qualifiers Final Price Customer: ABC Computers Territory: Western Region Attributes Item: Monitor Product Group: Computer Warranty: Gold Service PRICING ENGINE

25. Pricing Business Scenario INPUT OUTPUT Price Lists Formulas Modifiers Qualifiers Final Price Customer: ABC Computers Territory: Western Region Attributes Item: Monitor Product Group: Computer Warranty: Gold Service PRICING ENGINE

26. Price Lists • Contain prices and currencies for products and services • Specific products and services • Product groups

27. Price Lists：Price types • Unit price：Fixed price • Percent price：Percent of another item’s price • Formula：Algebraic expression • Price break(Point and range)：Price varies by quantity ordered

28. Pricing Business Scenario Corporate Price List: Computer 275.00 Corporate Price List: Gold Service 27.50 Promotion Price List: Monitor, Qty 15 475.00 INPUT OUTPUT Price Lists Formulas Modifiers Qualifiers Final Price Customer: ABC Computers Territory: Western Region Attributes Item: Monitor Product Group: Computer Warranty: Gold Service PRICING ENGINE

29. Pricing Business Scenario Corporate Price List: Computer 275.00 Corporate Price List: Gold Service 27.50 Promotion Price List: Monitor, Qty 15 475.00 INPUT OUTPUT Price Lists Formulas Modifiers Qualifiers Final Price Customer: ABC Computers Territory: Western Region Attributes Item: Monitor Product Group: Computer Warranty: Gold Service PRICING ENGINE

30. Formulas • The pricing engine can use formulas to determine item prices. Formulas are algebraic relationships constructed of individual terms. • Each terms can be • A numeric constant • A combination of pricing attributes (e.g. thickness and height) and factors (e.g. 1 to 5, 5 to 10, and more than 10) • The price of the item in a specific price list • A customizable function

31. Pricing Business Scenario Corporate Price List: Computer 275.00 Corporate Price List: Gold Service 27.50 Promotion Price List: Monitor, Qty 15 475.00 INPUT OUTPUT Price Lists Formulas Modifiers Qualifiers Final Price Customer: ABC Computers Territory: Western Region Attributes Item: Monitor Product Group: Computer Warranty: Gold Service PRICING ENGINE

32. Modifiers • Set up price adjustments, benefits, freight and special charges, simple discounts and surcharges, and advanced deals and promotions.

33. Modifiers Discount 10% off item A Surcharge 10% surcharge for purchase of under 100 units of item A Freight/Special Charge 450 currency unit freight cost on entire order

34. Modifiers (con’t) Item Upgrade For the price of 100 ml of item A get 200 ml of item B Terms Substitution Purchase over 1000 currency units on entire order, receive 30/60/90 terms instead of NET 20 terms Other Item Discount Buy items A, B, and C; get 20% off item A

35. Pricing Business Scenario Corporate Price List: Computer 275.00 Corporate Price List: Gold Service 27.50 Promotion Price List: Monitor, Qty 15 475.00 INPUT OUTPUT Price Lists Formulas Modifiers Qualifiers Final Price Customer: ABC Computers Territory: Western Region Attributes Item: Monitor Product Group: Computer Warranty: Gold Service PRICING ENGINE Computer Promotion: 5% Discount 13.75 Computer Promotion: Free Printer 100% Discount on 100.00

36. Computer: 275.00-13.75=261.25 Gold Service: 27.50 = 27.50 Monitor: 475 =475.00 Printer: 100.00-100.00= 0.00 763.75 Pricing Business Scenario Corporate Price List: Computer 275.00 Corporate Price List: Gold Service 27.50 Promotion Price List: Monitor, Qty 15 475.00 INPUT OUTPUT Qualifiers Final Price Customer: ABC Computers Territory: Western Region Attributes Item: Monitor Product Group: Computer Warranty: Gold Service PRICING ENGINE Computer Promotion: 5% Discount 13.75 Computer Promotion: Free Printer 100% Discount on 100.00

37. Price Lists

38. Outline • Order Management Concept • Oracle ERP Overview • Order Management Process • Pricing • Manage Customers • Enter Import Orders • Managing Orders • Order Processing Business Flow • Shipping Transaction Form • Configuration Process(four steps)

39. Manage Customers Create customer profile classes Enter customer information Assign customer to profile classes Review customer information Eliminate duplicate information Create customer relationships

40. Manage Customers Create customer profile classes Enter customer information Assign customer to profile classes Review customer information Eliminate duplicate information Create customer relationships

41. Profile Classes • You can use profile classes to describe and group customers with similar financial characteristics. • Use profile classes to enter new customers quickly and consistently.

42. Profile Classes

43. Manage Customers Create customer profile classes Enter customer information Assign customer to profile classes Review customer information Eliminate duplicate information Create customer relationships

44. Enter Customer Information • The only information that is required for a new customer is a customer name, customer number, and address. • If you do not assign a profile class, the system assigns the profile class 'DEFAULT' to each new customer you enter.

45. Contacts Contacts Contacts Enter Customer Information (con’t) Multi site Relationships Customer AA 付款 C1 C2 C3 Bill-To Ship-To Statements Ship-To Ship-To

46. Enter Customer Methods Enter complete details Enter limited information Import from other systems Standard Quick Interface

47. Enter Standard Customer

48. Manage Customers Create customer profile classes Enter customer information Assign customer to Profile classes Review customer information Eliminate duplicate information Create customer relationships

49. Customer Relationships • Create customer relationship to control • Payment of unrelated invoices • Sharing of pricing entitlements • Consolidation of business addresses

50. Customer Relatinoships