Fusion Order Management Work Sheet

S.No Description Task Remarks

1 Log in into Vision Demo Database
2 Use Rapid Implementation for General Ledger Create zip file for Chart Of Accounts and zip file for
Ledger , LE and BU
3 Rapid Implementation - Upload Chart of Accounts Upload Chart Of Accounts Signout and signin after completion of three ESS jobs.

4 Create Locations s01_loc_0 , s01_loc_1 and s01_loc_2 Manage Locations

5 Rapid Implementation - Upload Ledger, Legal Entities, and Upload Ledger, Legal Entities, and Business Units Signout and signin after completion of four ESS jobs.
Business Units
6 In FSM Actions - Go to Offerings - Procurement - Opt in Features - Enable Customer Sales Order Fulfillment
Features
7 In FSM Actions - Go to Offerings - Order Management - Opt in Enable drop ship and Order Holds
Features - Features
8 Provide Location for BU Manage Business Unit
9 HCM Info for legal Entity Manage Legal Entity HCM Information
10 Create a Legal user Manage Users Create a Legal user s01_emp. Customise springboard
with needed icons after loggging in
11 Manage Business Unit Set Assignments. Query in FSM Manage Business Unit Set Assignment Set these Reference data set objects of Customer
Account Relationship and Customer Account site with the
value ENTERPRISE
12 Create Inventory orgs A010 , A011 and A012 Manage Inventory Organizations Schedule = Operations. Make the first child org as
Manufacturing Plant
13 Tie org to Locations Manage Locations
14 Create Sub Inventories for both the child orgs Manage Subinventories and Locators Create one FGS and one STAGE Sub Inventories for
15 Refer column G and add roles to user every child org.
16 Import User and Role Application Security Data Import User and Role Application Security Data Run this ESS Job. Run also LDAP
17 Provide Data Access for all the above roles except Vision Roles Manage Data Access for Users Vision Roles need not be given data access

18 Manage Carriers Manage Carriers Create for both the orgs.

19 Manage Transit Times Manage Transit Times From 2nd to 1st child
20 Manage Inter org parameters Manage interorganization Parameters Make it Intransit with Transfer Orders required
21 In Manage Item Class provide Function security and Data Security Manage Item Classes Only if Public is not enabled

22 Create a Default Template Manage Item Classes For Finished Goods

23 Create Item a01_std_order Product information Management in Product
Management
24 Keep a stock of 10000 in A010 Supply Chain Execution - Inventory Management Create Miscellaneous Transaction
25 Verify ours orgs in Planning Supply Chain Planning - Plan Inputs In Manage Planning Source Systems verify and enable
our orgs for Collections in OPS
26 Create Customer Create Customer
27 Collect data for Org , Items, Customer and On Hand with Collecton Supply Chain Planning - Plan Inputs - Collect Planning Choose Org, Items and Customer under Reference Data
Type as Targetted. Data and On Hand under Supply Planning Data
28 Create a infinite Availability based ATP rule for both our child orgs OM - GOP - Manage ATP Rules Add it at Org level

29 Collect data for Order Orchestration Reference Objects with Supply Chain Planning - Plan Inputs - Collect Planning Choose Order orchestration Reference Objects in
Collection type as Targetted. Data Reference data
30 Set the below order Profiles Manage Administrator Profile Values Corporate and USD
DOO_CURRENCY_CONVERSION_TYPE,
DOO_DISPLAY_CURRENCY
31 Set Default Price periodicity UOM Class , IVO Manage Pricing Parameters Set the IVO as your Master Org
32 Make our user as buyer for our BU Manage Procurement Agents Student, scm01 with full access for our BU
a01_business_unit
33 Set values for OM Parameters Manage Order Management Parameters
34 Add a01_high for the lookup Manage Pricing Lookups
ORA_QP_REV_POTENTIAL_VALUES
35 Create a Pricing Segment a01_Pricing_Segment for the look up Manage Pricing Lookups
ORA_QP_CUST_PRICING_SEGMENTS
36 Set a customer profile for our Customer Pricing Administration - Manage Customer Pricing
Profiles
37 Create a mapping for our pricing profile to pricing segment Pricing Admin – Manage Pricing Segments map a01_high to a01_pricing_segment
38 Create a Pricing Strategy for our Business Unit and USD. Pricing Administration - Manage Pricing Strategies Approve the strategy
39 Map our a01_Pricing_Segment to a01_Pricing_Strategy Pricing Admin - Manage Pricing Strategy Assignments At Header sales order all - Add a line for our
a01_Pricing_Segment and map it to
a01_Pricing_strategy
40 Create a price List for all items and for a01_std_order Pricing Administration - Manage Pricing list All items price of 1 and a01_std_price of 2
and Approve
41 Associate our price list to Pricing Strategy Pricing Administration - Manage Pricing Strategies Add a01_Price_List to a01_pricing_strategy
42 Run the ESS job Refresh and Start the Order Promising Server Under Scheduled Process Run for all parameters

43 Create a Sales Order and progress it to Awaiting Shipping

44 Create Release Sequence Rule Manage Release Sequence Rules
45 Create Pick Slip Grouping Rule Manage Pick Slip Grouping Rules
46 Create Pick Wave Release Rule Manage Pick Wave Release Rules
47 Create Ship Confirm rule Manage Ship Confirm Rule
48 Create Shipping Parameters Manage Shipping Parameters
49 Launch Pick Release Supply Chain execution - Shipments - Manage Shipment Query for Sales Order - Actions - Pick Release
Lines
50 Ship Confirm Click on Shipment Number - Ship Confirm button Yes on Warning Message
51 Observe Send Shipment Advice ESS job is running ESS Job Sales Order line progress to Shipped and then to
Awaiting Billing
52 Enable Returnable in Item Attributes
53 Create a Return Order for the above shipped order Line struck as Receiving parameters are not specified

54 Set the receiving parameters and recover the order Manage Receiving Parameters Line progresses to Awaiting Receiving
55 Send Recipt Confirmation to Sales Order upon RMA Send Receipt Confirmation Line progresses to Delivered.and then to Awaiting Billing

56 Add IVO in Manage Receivables System Options Manage Receivables System Options
57 Open GL and Receivables Period
58 Import AutoInvoice Import Autoinvoice ESS Job
59 Observe the Line Status as closed in Sales order Both Invouce and Credit Memo Created
60 Update / Close Sales Order Update or Close Sales Orders Put Header in parameters. Header gets closed
61 Create Bank Manage Banks
62 Create Bank Branch Manage Bank Branches Routing = 9 Digit number
63 Manage Bank Accounts Manage Bank Accounts
64 Manage Receivables Activities Manage Receivables Activities Check the auto created Earned and unearned discounts

65 Create a Receipt Class for a Direct Receipt of Payment from Manage Receipt Classes and Methods Name = b01 Cleared Receipt Class , No Remittence,
Customer Clearance = Direct, Remittence Bank Account
66 Create a Receipt for the invoice and Credit Memo Receivables - Account Receivable - Create Receipt In Add Open Receivables add the Credit Memo also by
searching on the Credit Memo Transaction number.

67 Create Accounting in Accounts Receivable

68 Create the Trial Balance General Ledger Trial Balance Report
OM Activities . Every Business process below will be explained in detail during the training. Tasks will not be mentioned here.
69 High Level Reservation for Lot Controlled Items
70 Serial Generation at Inventory Pick
71 Serial Generation at Sales Order Issue
 72 Inspection Before Despatch
73 Two Variants during Shipping
74 Back Ordering at Staging Area
75 Defaulting Rules
76 Processing Constraints
77 Substitute Item
78 Dozen UOM Test d0151_std_order
79 Tiered Highest Price d0152_Tiered_Higest
80 Tiered All Tiers Price d0153_Tierd_All_Tiers
81 Tiered Block Price d0154_Tiered_Block
82 Discount Simple d0155_Discount
83 Extended Warrenty d0156_Extended_Warrenty
84 Buy 1 Get 1 Free
85 Holds & Releases
86 Credit Check
87 Extended Flex Fields in OM
88 Kit Item ( Laptop , Carry Case and Extended Warranty )
89 Ship Set and Fullfillment Set
90 Sales Order Approvals
91 No Scheduling DOO Customisation
92 No Reservation DOO Customisation with a demo
93 Line Split in Sales Order with Manual Reservation
94 Drop Ship Process
95 Back to Back Buy - GOP
96 Back to Back Transfer - GOP
97 Back to Back Make - GOP
98 Drop Ship Using GOP
99 Configurator
100 Manage Document Sequences for SO Numbering