Setup O2C (Order to cash) in Oracle EBS R12

By -

 Setting up the Order to Cash (O2C) process in Oracle E-Business Suite (EBS) R12 involves configuring various modules related to sales, inventory, and finance. Here's a step-by-step guide to set up Order to Cash in Oracle EBS R12:


Step 1: Define Organizational Structure


Create Organizational Units: Define the operating units, inventory organizations, and legal entities in Oracle EBS R12.


Step 2: Customer Master Data Setup


Create Customer Master Records: Use the "Customers" form to create customer master records for your customers.

Assign Customer to Operating Unit: Assign each customer to the appropriate operating unit.


Step 3: Inventory Setup


Define Item Master: Use the "Item Master" form to define item master records for the products you want to sell.

Set Up Pricing: Define pricing for items using the "Pricing" form, including list prices and discounts.


Step 4: Sales Setup


Define Sales Representatives: Use the "Sales Representatives" form to set up sales representatives and link them to specific customers or customer groups.

Define Sales Tax: Set up sales tax rules and rates for different jurisdictions using the "Tax Codes" form.


Step 5: Sales Order Entry


Enter Sales Orders: Use the "Order Entry" form to create sales orders for customer requests.

Check Availability: Check the availability of items using the "Check Availability" feature to ensure on-hand stock or planned production.


Step 6: Shipping and Delivery


Create Deliveries: Use the "Deliveries" form to create deliveries for the sales orders and perform shipment.

Define Shipping Carriers: Set up shipping carriers and shipping methods in the "Shipping Carriers" form.


Step 7: Invoicing and Receivables


Create Invoices: Use the "Transactions" form to generate invoices for delivered goods and services.

Define Receivables Accounts: Set up receivables accounts and link them to specific customers or customer groups using the "Receivables" form.


Step 8: Revenue Recognition (if applicable)


Set Up Revenue Recognition Rules: Define revenue recognition rules based on accounting standards using the "Revenue Recognition Rules" form.


Step 9: Integration and Master Data Transfer


Set Up Data Transfer between Modules: Ensure integration between different modules (e.g., Inventory, Receivables) to facilitate data flow throughout the Order to Cash process.

Perform Data Upload or Migration: Load historical master data (e.g., customers, items, pricing) into Oracle EBS R12 if applicable.


Step 10: Monitoring and Reporting


Monitor the Order to Cash Process: Use various reports and forms in Oracle EBS R12 to monitor the Order to Cash process, such as "Sales Order Inquiry," "Shipment Inquiry," and "Invoice Inquiry."

Generate Reports: Use standard Oracle EBS R12 reports and analytics to gain insights into the Order to Cash process performance.


Comments

Post a Comment

Popular posts from this blog

Oracle DBA Queries

By -
 Useful Queries for Checking Concurrent Requests and Programs  Hi DBAs, As an Apps DBA we have to monitor the Concurrent jobs status and details frequently,This can be done with the help of the below queries. -- Concurrent Program Queries for Apps DBA: -- Query 1:For checking the locks in concurrent jobs  SELECT DECODE(request,0,'Holder: ','Waiter: ')||sid sess,inst_id,id1, id2, lmode, request, type FROM gV$LOCK  WHERE (id1, id2, type) IN (SELECT id1, id2, type FROM gV$LOCK WHERE request>0) ORDER BY id1,request; -- Query 2:For checking the concurrent programs running currently with Details of Processed time-- and Start Date  SELECT DISTINCT c.USER_CONCURRENT_PROGRAM_NAME,round(((sysdate-a.actual_start_date)*24*60*60/60),2) AS Process_time,  a.request_id,a.parent_request_id,a.request_date,a.actual_start_date,a.actual_completion_date,(a.actual_completion_date-a.request_date)*24*60*60 AS end_to_end,  (a.actual_start_date-a.request_date)*24*60*60 AS lag...
Read more

Setup of BOM (Bill of Material) on Oracle EBS R12

By -
Setting up Bill of Material (BOM) in Oracle E-Business Suite (EBS) R12.3 involves several configuration and master data setup steps. Here's a step-by-step guide to set up BOM in Oracle EBS R12.3: Step 1: Define BOM Parameters Navigation: Bills of Material > Setup > Parameters Define BOM parameters, such as the default BOM type, effective date, and organization. Step 2: Define BOM Item Attributes Navigation: Bills of Material > Setup > Attributes Define BOM item attributes, such as item categories and planning attributes. Step 3: Define BOM Structures Navigation: Bills of Material > Setup > BOM Structures Define BOM structures to represent different types of BOMs (e.g., Engineering, Production). Step 4: Create Bill of Material (BOM) Navigation: Bills of Material > Engineer > Bills > Bills Create the BOM by entering the header data (e.g., assembly item, BOM type) and adding the components along with their quantities and item attributes. Step 5: Define Compo...
Read more

Interview Questions and Answers on O2C (Order to cash) in Oracle EBS R12

By -
  Order-to-Cash (O2C) Basics: What is the Order-to-Cash (O2C) cycle, and what is its significance in Oracle EBS? Answer: The O2C cycle represents the end-to-end process of receiving customer orders, processing them, delivering goods or services, and receiving payments. It is a critical business process in Oracle EBS for revenue generation. What are the key components of the O2C cycle in Oracle EBS? Answer: The key components include Order Management, Pricing, Shipping, Invoicing, Receivables, and Cash Management. Order Management: Explain the role of Order Management in the O2C cycle, and how does it handle order creation, modification, and processing? Answer: Order Management is responsible for creating, modifying, and processing customer orders. It ensures that orders are accurate, fulfillable, and meet customer requirements. What are the various order types in Oracle Order Management, and how are they used within the O2C cycle? Answer: Order types include standard orders, sa...
Read more