Distributed Order Management MFG/PRO ® eB2.1. 2 Introduction –Introduction –Order Management –EMT Hub –Configuring the order template –Understanding the

Distributed Order Management MFG/PRO® eB2.1

2

Introduction

– Introduction

– Order Management

– EMT Hub

– Configuring the order template

– Understanding the data

3

Is CSS Included?

• No

– CSS current version does NOT ship with Distributed Order Management

– The products are not interfaced or integrated

– Not the same code stream

4

Is CSS Included?

• Yes

– Includes its own version of Administrative infrastructure

• Menu structure User Maintenance

• System Registry Translations

• Security Groups Messages

• FAQ Print

5

Database Relationships

• Minimum of three databases– CSS, Distributed Order Management, eB2.1

• NOT physically connected to eB2.1

– CSS database for Distributed Order Management usage only

– Distributed Order Management uses the ESB access eB2.1

6

Plant 5London

Distributed Order Management - Business Rules, X-ref

eB2.1

Plant 1Chicago

DC 2New York

Sonic Enterprise Service Bus

eB2.1

BU 4Paris

Plant 5London

XML

CSS for Distributed

Order Mngmt

eB2.1

DistributedOrder

Management

Plant 6Shanghai

7

Online Help System

• Click or .• Description of current

program displays.• Click links to view

related topics.• Select other topics in

Contents tab.• Use browser

forward/back navigation or help system next/previous topic arrows.

• Click tabs for Index, Search tool.

Next/Previous Topic

8

Exercise – Starting Software

• Warning – Data cache issue– Progress defect in XML Server– Caused a work around – extra server hop– Performance impact instantiating order UI

• For customers bring up Order Entry before your start your demo

• Demonstration of issue• Complete exercise

9

Order Management

10

Order Visibility

11

Benefits of Order Visibility

• User configurable

• Order network

• Shipping / ASN visibility per shipment

• Search & Advanced Search

• Seamless link to DeskTop Sales Order Maintenance

• Integrated with Order Entry

12

Order Visibility Navigation

• Default order list view

• List of enterprise orders

• Restricted in days by registry setting

• DaysOfOrderHistory

• Application system setting

• 5 days means today + previous 4 days

• Clear button returns to default view

13

Order Visibility

Sort

Reorder Include Exclude

Global order

search

14

Order Visibility

Order Status

15

Order Status

• Draft• Submitted• Credit• Late• Partial Shipped• Shipped

16

Order Visibility

Path 1

Enterprise Path 2

ERP

17

Outline of Information

Enterprise Order List

Enterprise Order Lines

ERP Order Link ^

Enterprise Order Lines Shipping detail

ERP Order Lines

^

EMT Detail

Enterprise Path 1

18




ERP Order Link ^


ERP Order Lines

^

EMT Detail

Enterprise Path 1

19




ERP Order Link ^


ERP Order Lines

^

EMT Detail

Enterprise Path 1

20

ERP Order Lines



ERP Order Link ^


ERP Order Lines

^

EMT Detail

Enterprise Path 1

21

EMT Detail



ERP Order Link ^


ERP Order Lines

^

EMT Detail

Enterprise Path 1

22

Global Order Lines Shipping Detail

Global Order List

Global Order Lines

ERP Order Link ^

Global Order Lines Shipping detail

ERP Order Lines

^

EMT Detail

Enterprise Path 1

23

Outline of Information


Adv Search

ERP List of Orders

ERP Link

ERP List Order Lines

Seamless Link to MFG/PRO Sales

Order Maintenance

Enterprise Path 2

24



Adv Search

ERP List of Orders

ERP Link



Order Maintenance

Enterprise Path 2

25

ERP List of Orders


Adv Search

ERP List of Orders

ERP Link



Order Maintenance

Enterprise Path 2

26



Adv Search

ERP List of Orders

ERP Link



Order Maintenance

Enterprise Path 2

27

Seamless Link to MFG/PRO


Adv Search

ERP List of Orders

ERP Link



Order Maintenance

Enterprise Path 2

28

Advanced Search

• Displays as a link

– Advanced Search

• Searches in Enterprise OR ERP data

– Does not combine the data

– ERP displays non-Enterprise orders only

• Build your search statement

29

ERP Advanced Search Construct

• Select domain

– Only 1 at a time

• Select field

• Select qualifier

= <> < <= > >=

• Combine statements

• Enter field value

• Does NOT check boolean logic

• Can add or delete a row• Can add statement groups

• Must finish statement with “End”

30

Exercise: Order Visibility

• 15 Minutes• Reconfigure the UI• Do a basic search on enterprise data• Go down both paths using the Advanced Search

– Include Enterprise before DaysOfOrderHistory limit

– Do a search using 2 groups of selection criteria

• Find a order with shipments (use chevrons)

31

Basic Order Entry

32

Order Entry View

33

Key Features of Enterprise Orders

• Ease of navigation

• Business rules

• Revision control

• Quick order entry

34

Order Entry

• Customer & Item tabs for data• Inventory & Credit tabs for decisions• Order entry three sections:

– Header Line Trailer

• Chevrons expand/contract panels

35

Customer & Item Tabs

36

Inventory Visibility

• Determine item quantities available• Enterprise level = sum of all domains

– Domain• Site

– Location» Down to domain lot-serial

• Quantity on hand = Available to allocate + allocated + unavailable

• Quantity available to allocate = sum of domains– Each domain has its own allocation method (7.1.24)

37

Inventory Visibility

38

Credit Visibility

• Overall credit status of an enterprise bill-to customer• Order Entry tab uses menu security• Active ERP domains included

– Total credit limit

– Total current credit balance• Open AR balance + sum open order lines

– Total available credit

• Reporting currency conversion• Indication if a ERP domain is off-line• Seamless link to MFG/PRO Customer Account Inquiry

39

Credit Visibility

40

Messages

• Messages Tab• Hi-lighted• Context sensitive• Can be cleared• Order status• Line indicator

41

ChevronClick to

collapse

42

Processing Status

• Submitting Submitted• Pricing• Cancelling Cancelled

• Will not be visible in Order list• Can see on Order Entry

43

Business Rules

• User Specified• Used during order entry• CSR can override• Type of rules

– Ownership

– Sourcing

– Credit check

44

Revision Control

• Ensure traceability• Tracks original enterprise order• Tracks changes to enterprise order & domain level orders• System creates a snapshot• Changes to draft orders do NOT impact the revision• Order revision report available

– Very detailed

45

What is the quickest way to create an order?

46

COPY IT!

47

Exercise - Copy Order

48

Order Entry Details

49

Order Details

• Business rules• Pricing• Credit check• Order entry• Order submit

50

Control Setting Summary

• Order ID = Prefix + sequence• Settings come from MFG/PRO based on

– Ownership

– Sourcing

51

Ownership Rules

• Based on geography of Customer Sold-To

– Country, Region, State/Province determines Site & Domain

• Hierarchial

• Set on the order header

• Determines Item Prices, Taxes, Freight, Salesperson, Exchange Rates, etc.

• Utilize ownership rules on an exception basis

• ERP order is created in the ownership domain

• Ownership domain is where the order Sales & AR are recorded

52

Determining Ownership Rule

• Domain Site Country Region State/Province

• X X X X X

• X X X X

• X X X

• X X (default site)

• Domain must be participating

• Starts with exact match on Country, Region, State

• Can be over-ridden by user

53

Quiz Ownership Rule


• USA 40000 USA Northeast Maine

• USA 30000 USA

• USA 30000 (default site)

• Sold-To address: Region Northeast

– 4945 Mills Road

– Portland, Maine 12345

– USA

54

Quiz Ownership Rule


• USA 40000 USA Northeast Maine

• USA 30000 USA West

• USA 30000 (default site)

• Sold-To address: Region Southeast

– 9975 Johnson Dr.

– Atlanta, GA 22587

– USA

55

Quiz Ownership Rule


• France 10000 FRA

• Belgium 20000 BEL Europe

• USA 30000

• Mexico 80000 MEX

• Region {blank} Region Europe

• 22356 Monte Vista, Ste A 10 Rue de la Seine

• Mexico City, Guadalajara Paris,

• MEX FRA

56

Sourcing Rules

• Based on geography of Customer Ship-To

– Country, Region, State

• Plus item associated relationship

• Domain must be participating

• Domain assigned based on site

• Can be over-ridden by user

57

Determining Sourcing Rule

• Domain Site Item Country Region State/Province

• X X X X X

• X X X X

• X X X

• X X X X X X

• X X X X X

• X X X X

• X X X

58

Quiz Sourcing Rule• Domain Site Item Country Region State/Province

1. France 10000 GL-12345 FRA

2. France 11000 GL-12345 FRA Gascony Bordeaux

3. Europe 80000 GL-12345 Italy North

4. Europe 92000 GL-12345 Italy South

5. USA 20000 USA

6. CAN 31000 GL-44322 CAN Quebec Montreal

7. CAN 32000 GL-44322 CAN Alberta

8. USA 41000 GL-44322 USA East New Jersey

9. SA 42000 Mexico

10. AP 55000 Japan

59

Quiz Sourcing Order

Rule? Item Country Region State/Province City

GL-12345 USA East New Jersey Delaware

GL-12345 Italy South Rome

GL-44555 Japan Toyko

GL-4444 USA West California Santa Barbara

GL-4444 USA West Nevada Las Vegas

GL-4444 FRA Bordeaux

GL-4444 Italy North Milan

60

Quiz Sourcing

Rule? Item Country Region State/Province City

8 GL-12345 USA East New Jersey Delaware

4 GL-12345 Italy South Rome

10 GL-44555 Japan Toyko

5 GL-4444 USA West California Santa Barbara

5 GL-4444 USA West Nevada Las Vegas

1 GL-4444 FRA Bordeaux

3 GL-4444 Italy North Milan

61

Order Pricing

• Calculated by MFG/PRO– Best pricing

• Price list & on analysis code

– Or default from item master list price

• Updated only for memo items

62

Order Credit Check

• System level: enabled or disabled• All or individual domain bill-to addresses• Failed credit check

– Cannot submit

– Can be submitted on credit hold

• User cannot over ride credit check• Formula

– Calculates current balance = sum of open AR balance + open sales order balances + order being entered

• Overrides MFG/PRO value in Hold Orders Over Credit Limit

63

Order Submit

• Order data validation• Price• Credit check• Revision• Submitting status• Synchronous – ownership domain• Asynchronous – sourcing domain(s)

64

Order Removal

• Depends on status• Line cancellation

– Line greyed out

• Order cancellation– When all lines are cancelled

– Still available in the Order Visibility View

– Can add more lines to the order

– Use Archive/Delete to remove from view

65

Distributed Order Managementas the EMT Hub

66

EMT Key Features

• Distributed Order Management is the broker for EMT communications

• Domain specific EMT setup still required– Supplier & site

– Site company addresses

– SBU item cross reference

– PBU item cross reference

– Enable EMT per domain

– Domain level SO & PO defaults

67

EDI Ecommerce Key Features• EDI ECommerce setup

– Documents loaded during installation• EDI trading partners (35.13.7)• Distributed Order Management Control (35.17.23)

– Must be set up for each domain• Sonic Import Poller (35.2)

– Start & administer listening process• If Sonic down use Distributed Order Management Restart

(35.4.24)• Special reprocessing logic

– Document Import (35.1)– Import Reprocessing (35.9.21)– Export Reprocessing (35.9.22)

68

Distributed Order Managment Benefits

• Views all EMT documents• Keeps a document cross reference for processing• Provides input to Order Visibility• ASN snapshot captured for each line shipped

69

DOM

Request

GatewayGateway

Gateway

SO

Ack

PO

SO

PO

TRQSO

Domain 1

Queue

Domain 2

Queue

Domain 3

Queue

DOM Queue

SOAck

PO

SO

PO

TRQ

Domain1

Ownership

Domain2

Sourcing

TRQ

SO Ack

Domain Sourcing

AckAck

1. DOM sends SO to ownership domain

2. Ownership domain creates SO & then PO for sourcing domain

3. Ownership domain sends sourcing PO & SO Ack to DOM

4. DOM processes Ack & PO request

6. Domain2 creates sourcing SO

7. Domain2 send secondary sourcing PO & Ack to DOM

8. DOM sends Ack to Domain1 & processes PO

10. Domain3 sourcing creates SO 11. Domain3 sends back Ack to DOM

12. DOM processes the Ack & sends it to Domain2Sonic ESB

5. DOM sends sourcing PO to Domain2

9. DOM sends PO to Domain3

70

Order Change Management

71

Change Management Features

• Changes depend on order status• Validations are re-run• Automatically update line equivalents• Tracks changes to Enterprise & resulting domain orders

– Revision control

• Changes to submitted orders updates domain orders• Certain changes on domain orders update the enterprise

order– Follows EMT guidelines

– Cannot add or delete a domain order line

72

Change Management Draft Status

• Draft (order & line)– Not submitted to ERP

– Default status

– Can change most fields

– Can cancel

73

Change Management Error Status

• Order– No lines submitted

successfully– Can update most fields– Cannot print order

• Line– Failure during submittal– Visual indicator on line– Check Messages tab– Can update – Cancelling line will remove

from order

74

Change Management Submitted Status

• Order– Order lines have created

domain orders– Most header fields

disabled– Cannot delete– Can cancel if no lines

shipped

• Line– Line successfully added to

domain order– Cannot delete line– Can cancel

75

Change Management Partially Shipped

• Order– One or more lines shipped– But not the entire order– Cannot cancel the order

• Line– Qty shipped is less than

Qty ordered– Can change order qty– Cannot cancel the line

76

Change Management Shipped

• Order– All lines shipped or

cancelled– Cannot cancel the order

• Line– Qty shipped is = Qty

ordered– Cannot change – Cannot cancel the line

77

Change Management Cancelled

• Order– All lines have been

cancelled– All MFG/PRO domain

orders deleted

• Line– Line has been cancelled– Will still display but not

enabled– Any domain order is

deleted• MFG/PRO SO deletion

rules apply

78

DOM

Request

GatewayGateway

Gateway

POC

CAck

POC

SOC

POC

TRQSOC

Domain 1

Queue

Domain 2

Queue

Domain 3

Queue

DOM Queue

POCCAck

POC

SOC

POC

TRQ

Domain1

Ownership

Domain2

Sourcing

TRQ

POC CAck

Domain Sourcing

CAckCAck

1. DOM sends changes to ownership domain

2. Ownership domain changes SO & creates POC for sourcing domain

3. Ownership domain sends sourcing POC & CAck to DOM

4. DOM processes change CAck & POC request

6. Domain 2 changes sourcing SO

7. Domain2 send secondary sourcing POC & CAck to DOM

8. DOM sends CAck to Domain1 & processes PO

10. Domain3 sourcing changes SO 11. Domain3 sends back CAck to DOM

12. DOM processes the CAck & sends it to Domain2Sonic ESB

5. DOM sends sourcing POC to Domain2

9. DOM sends POC to Domain3

79

Understanding the Data

80

MFG/PRO Data

• Standard data implementation– Users, taxes, freight, pricing, etc.

• Plus EDI eCommerce– Trading partner

– Document mappings –loaded during installation

• Plus EMT• Distributed Order Management must have an ERP backend

– Currently only eB2.1b SP4

– September eB2.1b SP5

– Then eB3

81

Registry Control Settings

• 38 NEW Registry settings– 32 control API’s

• Synchronous set to APPSERVICE• Asynchronous set to WEBSERVICE

• 4 store the prefix for data– Customer, Item, Supplier, Unit of Measure

• 1 stores the archive directory• 1 stores the number of days of order history

82

Cached Data (Currently)

• Static data pulled from eB2.1

– Will pull data from all databases on the ESB

• Includes

– Country

– Currency

– Domains

– Generalized codes?

– Language

– Price list

– Salespersons

– Sites

– Unit of measures

83

Cached Data (Currently)

• Is not refreshed during user session

• Data shared with all users?

• Current implementation impacts first user

84

Cached Data (Future)

DOMWebSpeed

XML Collections

MFG/PRO AppServer

Data Caching Service

DOMAppServer

LocalTemp Tables

11

XML Server

proxy

22

33

85

Master Data Loading

• Process similar to CSS data loads– Technology different

– Still uses a cvs file

• Files supported– Customer

– Item

– Customer Item

– Supplier

86

Data Load Process

Extract data from ERP


Load dataLoad data

Verify data in Distributed

Order Management


Order Management

Check load reports

Check load reports

Enter selection criteria


Update data in cvs file


87

Data Load



88

Data Load



89

Data Load



90

Data Load

Load dataLoad data

91

Data Load

Check load reports

Check load reports

92

Data Load

• Verify in Enterprise Maintenance– Customer– Customer Item– Item– Supplier

• OR• Master reports


Order Management


Order Management

93

Enterprise Customer

• Enterprise address• Active flag

– Cannot be deleted

• Add Cross Reference• Sold-to shows relationships• No relationship between a

bill-to and ship-to customer

Customer

Sold-to ERP cross reference

Bill-to

Ship-to

Ship-to

ERP cross reference

ERP cross reference

ERP cross reference

94

Enterprise Item

• Active flag– Cannot be deleted

• Add Cross Reference

Item

ERP cross reference

95

Enterprise Customer Item

• Active flag– Cannot be deleted

• Add Cross Reference

Customer Item

Enterprise Item

96

Load Data

• Exercise

•

97

Other Features

98

Email Events

• Using CSS infrastructure• Set up per user• Order acknowledgements• Credit limit exceeded

99

Order Cleanup

• Report capability• Can delete & archive

– Cancelled or complete orders

100

Order Cleanup Process

ArchiveArchive

Run ReportRun Report

Delete & Archive

Delete & ArchiveDelete

Delete

101

Where is My Order

102

Finding Orders

• Distributed Order Managment– Order Visibility

• MFG/PRO– Ownership domain shown in header section

– Sourcing domain shown in line section

– Check 35.9.4 EDI

– Check 35.9.8

– Any MFG/PRO Sales Order report

103

Configuring Your Order Template

104

Order Template Setup Steps

Copy Default Template

Copy Default Template

Save TemplateSave Template

Test Your New Order UI

Test Your New Order UI

Assign Template to a

Security Group

Assign Template to a

Security Group

Create Security Group

Create Security Group

Edit New Template

Edit New Template

105

Order UI Default Template

• Product comes with a default template– Data supplied in a .d– Loaded during installation

• All order fields are visible• No action is required• Can not be modified

106

Order Template Facts

• All other templates created are copied from the default

• Must be enabled to be used• Can be assigned to only one security group• Final order UI is generated when Saved• Fields may be moved within the section • Change sequence of fields• Access to fields: enabled, read-only, hidden• Preview shows only 1 panel at a time

107

Creating a New Template

Select Copy to create a new template from the

Default template

Select Copy to create a new template from the

Default template

108

Template Options

• Basic Order components are mandatory• Access

– Editable, read only, hidden

• Header: – Main, address, details, sales, comments, shipping

• Lines: – Main, details, comments, pricing, shipping, sales

• Trailer

109

Editing a Template

110

Exercise – Configure a New Template

Do not change the default template!

Complete exercise