automation of OM process

[chakri]

Hello Everyone,

Can anyone help me how to automate the full OM process.
for e.g normal Sales Order without the human interaction.
starting from entering the sales order till ship confirm.


Thanks!

[ahmadbilal]

Normal Sales Order without the Human interaction. ?

Can you please explain what is your requirement

[chakri]

Hello Ahmad,

The requirement is that without the interaction of Business User.
the customer has to initiate the Order entry, so once order has been booked then the rest has to be taken care by the System itself.


Thanks!

[bry21]

After booking the sales order this would automatically do the process.
Set-up the following:
1. Pick slip grouping rules--> order management --->shipping --->set-up --->picking ---> define pick slip grouping rule= this would affect output of pick slip report.
2. Define release rules form ---> under shipping tab choose release sequence rule, set autocreate deliveries to Yes, Inventory tab, choose pick slip grouping rule,
set auto allocate to yes, set auto pick confirm to yes to automate the transact move order process, this will automatically pick serial for the ordered items in the inventory,
choose default staging subinvetory under default stage.
3. Set -up ship confirm rules order management --->shipping --->set-up ---> auto ship confirm rules
unde ship options select ship all.
4.Organization parameters --> Uncheck pick confirmation required at the atp, pick, item-sourcing tab
you can also choose picking defaults rule.
5. Shipping parameters --> set-up the required fields then check auto allocate and autocreate deliveries option. place ship confirm rule also.
6. pick selection list genaration srs report --> run and shedule this depending on your transactions. this will automate the process of release sales orders.
7. Automated Ship Confirm - SRS --> run and schedule this report put ship confirm rule. this will automatically ship confirm
the sales orders.
8. Workflow background processes --> run and schedule this report under system administrator reponsibility. parameter item type = om order line. this will close the sales order after being interfaced. run also this report for item type om order header.

[SIVAKUMAR_G]

Hi

You can use Oracle istore Module or create your own web portal and populate the OE Interface table and schedule the concurrent request to create a Sales Order from OE interface.

Istore module has lot of feature like displaying your Product and creating your own Contents to provide the Brochures and details of the Product etc to customer and since this is also an Oracle Product getting support from Oracle is easy. This will also check for available Inventory in your store before placing the sales order. It has credit card interface also using which you can ensure only when payment is received you accept the order.

But I do not agree your view of getting the orders booked automatically becuase someone need to see the order and credit worthiness of the customer etc., If you blindly start accepting orders and you will end up in credit risk and if you could not execute certain orders due to lack of inventory and customer is not willing to accept the delay, then you may have to cancel those orders and unnecessary junk data sitting in the system. So it is better to make the SO comes with entered status and salesrep incharge of the customer territory reviews the order and then booking is better

Hope this helps

Regards
Sivakumar

[SIVAKUMAR_G]

Hi

I am sorry. I thought you are asking booking SO automatically and didn't notice you want to automate the process from OM to invoicing, then please follow the steps given by bry21 and ignore my positing.

Regards
Sivakumar

[chakri]

Hi,

Thanks for the help and suggestion.


Regards.....