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Go to Order Management Super user Responsibility

Oracle Quote to Order

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Page 1: Oracle Quote to Order

Go to Order Management Super user Responsibility

Page 2: Oracle Quote to Order

Double Click on Negotiation tab

Page 3: Oracle Quote to Order

Click on Quote

Page 4: Oracle Quote to Order

Quote Form

Page 5: Oracle Quote to Order

Provide Customer’s email id-This step is not required in vision

Page 6: Oracle Quote to Order

Quote-Providing Customer’s email id-This step is not required in vision

Page 7: Oracle Quote to Order

Quote – Option to provide free text

Page 8: Oracle Quote to Order

Quote – Option to provide free text

Page 9: Oracle Quote to Order

Quote – Option to provide free text

Page 10: Oracle Quote to Order

Quote – Option to provide free text

Page 11: Oracle Quote to Order

Quote –Details of Giving sales channel

Page 12: Oracle Quote to Order

Quote – Line Items

Page 13: Oracle Quote to Order

Quote – Line items

Page 14: Oracle Quote to Order

Quote – Line- Details to provide serial number details

Page 15: Oracle Quote to Order

Quote – Line- Details to provide serial number details

Page 16: Oracle Quote to Order

Quote – Line- Details to provide serial number details-This step is not required in vision

Page 17: Oracle Quote to Order

Quote – Line- Details to provide serial number details-This step is not required in vision

Page 18: Oracle Quote to Order

Quote - Lines

Page 19: Oracle Quote to Order

Quote- Order Information

Page 20: Oracle Quote to Order

Quote - Customer

Page 21: Oracle Quote to Order

Quote- Progress Quote

Page 22: Oracle Quote to Order

Quote-Submit Draft-Eligibile

Page 23: Oracle Quote to Order

Quote – Status –Change’s

Page 24: Oracle Quote to Order

Quote – Goes for Internal Approval

Page 25: Oracle Quote to Order

Quote_Approval

Page 26: Oracle Quote to Order

Quote –Status change

Page 27: Oracle Quote to Order

Quote-Status Change

Page 28: Oracle Quote to Order

Quote-Status

Page 29: Oracle Quote to Order

Quote-Status-Changed to Entered

Page 30: Oracle Quote to Order

Quote to Order

• Now we switch to Order Management.• Once the Quote status gets changed to

Entered.• Automatically Quote number becomes Order

number.• Here Our Quote number is 1036 and Order

number will be 1036 with same details

Page 31: Oracle Quote to Order

OM-Order Management Super user

Page 32: Oracle Quote to Order

OM-Order organizer screen

Page 33: Oracle Quote to Order

OM-Order Organizer

Page 34: Oracle Quote to Order

Order- Header Information

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Order- Line items

Page 36: Oracle Quote to Order

Order – Line items -Shipping

Page 37: Oracle Quote to Order

Order-Book the Order

Page 38: Oracle Quote to Order

Order is booked

Page 39: Oracle Quote to Order

OM-Submit Workflow Background Process

Page 40: Oracle Quote to Order

OM-View Request -Submit

• Here we need to submit Requisition import program.

• This program will get Purchase Requisition Generated.

Page 41: Oracle Quote to Order

OM-Requisition Import program

Page 42: Oracle Quote to Order

Need to Wait till the program gets completed.

Page 43: Oracle Quote to Order

Order screen

Page 44: Oracle Quote to Order
Page 45: Oracle Quote to Order

Order – Purchase Requisition number

Page 46: Oracle Quote to Order

OM- Purchase We need to move purchasing Resp

Page 47: Oracle Quote to Order

Purchasing-Auto Create Screen

Page 48: Oracle Quote to Order
Page 49: Oracle Quote to Order

Purchasing -Auto create screen

Page 50: Oracle Quote to Order

Purchasing-Purchasing Order screen

Page 51: Oracle Quote to Order

Purchasing-Purchasing Order screen

Page 52: Oracle Quote to Order

Purchasing-Purchasing Order screen

Page 53: Oracle Quote to Order

Purchase order - Approval

Page 54: Oracle Quote to Order

Purchase Order -Approved

• Once Purchase order is Approved.• Wait for the confirmation from customer thatHe had received the product.Then follow the below steps

Page 55: Oracle Quote to Order

Purchase order – Receiving-Receipts

Page 56: Oracle Quote to Order

Purchasing Receiving Screen

Page 57: Oracle Quote to Order

Purchasing Receiving Screen

Page 58: Oracle Quote to Order

Order Managment

• After the Receiving is done in Purchasing Module.

• We need to go Order Management and run the Workflow Background process (Usually business has this program Auto Scheduled).

• After the Workflow Background process completes, Auto Invoice master program runs and generates Invoice.

Page 59: Oracle Quote to Order

Workflow Back ground program

Page 60: Oracle Quote to Order

Invoice Details

Page 61: Oracle Quote to Order

Invoice- Line item details

Page 62: Oracle Quote to Order

Order RMA Process

• Step 1: Open the Order number : 1036• Step 2: Go the Line items • Step 3: Enter the new line give the details of

qty in negative ( Like -5) which is being returned and give the reason.

Page 63: Oracle Quote to Order

RMA: Step1

Page 64: Oracle Quote to Order

RMA : Step2

Page 65: Oracle Quote to Order

RMA : Step3

Page 66: Oracle Quote to Order

RMA : Step3

Page 67: Oracle Quote to Order

RMA : Step3

Page 68: Oracle Quote to Order

End of the Slides

• This is the End