Order Management

Order Orchestration

Thiyagarajan Ramalingam
Principal Product Manager
Nov 2024
Safe harbor statement

The following is intended to outline our general product direction.

It is intended for information purposes only, and may not be
incorporated into any contract. It is not a commitment to deliver
any material, code, or functionality, and should not be relied
upon in making purchasing decisions. The development, release,
timing, and pricing of any features or functionality described for
Oracle’s products may change and remains at the sole discretion
of Oracle Corporation.

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 Agenda

• Overview
• Customize the Orchestration Process
• Deploy Orchestration Process
• Process Assignment Rules
• Orchestration Use Cases
• Manage Orchestration Status
• Orchestration Planning
• Manage Jeopardy
• Change Management

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Overview of Requirement

Functional Scope Key Features Requested

• Vision has implemented a full • Vision has a large customer base

suite of Oracle offerings and allows order capture through
including HCM, Financials, SCM various modes like UI, Channel
systems

•
and CX Cloud.
Vision has complex
vision • Vision has varied business
fulfillment processes based on
requirements across process key customer accounts
areas and is requesting the Vision Corporation has a strong • Vision uses the available
implementation partner to help presence in US, UK and APAC orchestration processes and also
them with support needed for regions with active presence in customizes them when needed
successful implementation. other countries as well.

They have a diversified portfolio

of products like hardware,
software, computers and
accessories manufactured in
house, and procured through
suppliers as well.

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Overview
• Task Type, Name, • Manual, Timer, EFF
Services based Pause
• Branching condition, • Pause Release and
Evaluation sequence Apply Options
• Assignment Rules • Pause rule setup
• External Interface
Routing, Connectors Orchestration
Process Pause
Customization

Planning,
Jeopardy and
Status
Change
Management
• Create Custom Status • Orch Planning
• Status Catalog • Jeopardy Calculation
• Compensation Rules,
Attributes for change

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Order to Cash Process – Pick from Stock Flow

Upstream Order Capture Downstream Fulfillment/

(CPQ, EBS, Web, EDI etc.) Billing Systems

Submit/Book Fulfill & Bill

Capture Order
Order Order
Assign
Orch.
Validation, Defaulting, Process Schedule
Enter Order Header
Pricing

Approvals, Constraints, Reserve

Add/configure Items
Holds
Pick
Check Availability Extensions
Ship
Credit Check/
Price Order Create Invoice
GTM Check

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Order to Cash Process – Capture and Fulfillment Options

Physical Goods
- Ship from warehouse
- Drop Ship
- Back to back (Buy/MFG/Contract Mfg)

Non-Physical Goods
- Services
- Warranty
- Subscription

Returns
- Return for credit with item return
- Return for credit only
- Cancel the item

Revision
- Revise Orders

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 How GOP and Orchestration determine the Fulfillment Method
Capture
Order 3
Ship from
Warehouse
Reserve Pick/Ship
Submit
Order
1 Drop
Orchestration Process
Shipment
Assignment
Schedule Create Purchase Logical
Branching Invoice
Order Request Receipt

Request Supply Create B2B

2 (PO/MFG) Shipment
Back-to-Back
Shipment
Predefined Processes

▪ DOO_OrderFulillmentGenericProcess
Standard Flow Scheduling Result = Internal Warehouse Back-to-Back Enabled = No
Drop Shipment Scheduling Result = Supplier ▪ DOO_BillOnlyGenericProcess

Back-to-Back Scheduling Result = Internal Warehouse Back-to-Back Enabled = Yes ▪ ReturnOrderGenericProcess

▪ ShipOrderGenericProcess

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 Agenda

• Overview
• Customize the Orchestration Process
• Deploy Orchestration Process
• Process Assignment Rules
• Orchestration Use Cases
• Manage Orchestration Status
• Orchestration Planning
• Manage Jeopardy
• Change Management

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Orchestration Process : Points to consider

Standard Sales Order Flows Advanced Fulfillment Flows

• Ship + Bill • Drop Ship
• Bill Only • Back-to-Back (Buy, Make or Transfer)
• Ship Only* • Internal Material Transfer
• Contract Manufacturing
Return Order Flows
• Return for Credit and Return the Item
• Return for Credit
• Return Only*

* Requires simple orchestration process customization.

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Elements of Order Orchestration
Generic attributes. Date effectivity, Transaction attributes,
EFFs applicability, Set, Status catalog
Task Types. Task types arrange fulfillment tasks in
Order groups. Each task type references services that
Orchestration communicate with a type of fulfillment system and uses
Process FSI Generic Task names that display on the order.
Assigned Accounting attributes and
&
Order Reporting
Task Types
Line 1 Playbook
Status. Use statuses to monitor fulfillment of order.
Schedule Status • Status set for Order, fulfillment line, fulfillment
Values, task and orchestration process
Fulfilment Conditions
Line 1 Building
Process Reserve blocks of
Assignment Orchestration Planning. Specify how to plan fulfillment for the
Rules Process fulfillment line.
Fulfilment • Set the default lead-time that the process needs
Line 2 Ship Planning to do the step.
• Create a business rule that uses conditions to set
lead-time.
Invoice Change
• Specify the status you expect from the fulfillment
system during planning.
Management
• Specify the step that determines whether
Sequence of steps used fulfillment is done.
to fulfill the fulfillment
lines of the sales order Change Management. Specify how to manage change that occurs
in the fulfillment system.
• Specify the task service to use for update messages or cancel
messages that the fulfillment system sends to you.
• Create a business rule that uses conditions to specify what to do
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 Orchestration Process Definition and Steps
Orchestration Process elements include header, steps, task, task types and Services.

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Task Types, Task Names and Services
Icon Task Type Predefined Task Type Task Names Service

Schedule Y
Create Schedule
Reservation Y Schedule Schedule Update Schedule
Cancel Schedule
Shipment Y
Invoice Y
Create Billing Lines
Procurement Y Invoice Invoice
Wait for Billing

Transportation Planning Y
Trade Compliance Y Custom Invoice External
Create Billing Lines
Tasks Wait for Billing
Credit Check Y
Return Y
Note
Fulfillment Order Y
▪ The task names appear on the orchestration plan on the sales order,
Pause Y and not the task types
▪ The task names have to be unique if used more than once in the same
Supply Y orchestration process definition
Template (Custom) N ▪ You can create custom task names under the standard task types like
Schedule, Reserve etc
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 Demo Use Case - 1
Custom Orchestration with custom steps

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Order Capture with Custom Orchestration Process
Orchestration 100 Schedule item
flow with
Demo If the sales order line is
Branching valued at $50,000.00
200 Reserve item or more, then make
sure a representative
calls the customer
before sending the
300 Ship item invoice for the order.
Karen receives a new Karen realizes that these
customer order which are new requirements and
has a need to call the reaches out to Jack from 400 Wait for
customer before the IT department at Vision shipment
sending the invoice Branch 1 Branch 2

Jack configures a custom 800 Phone Y

Amount
>
N 600 Otherwise
orchestration process to customer 50000 create invoice
have a branching to help
Karen take care of the
900 Wait for Phone 700 Otherwise wait
customer need
Customer for invoice

Agenda for discussion / demo 1000 Create Invoice

✓ Orchestration Process Definition
✓ Task and Task Types
✓ Services 1100 Wait for
✓ Status invoice
✓ Planning 1200 Merge
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 Agenda

• Overview
• Customize the Orchestration Process
• Deploy Orchestration Process
• Process Assignment Rules
• Orchestration Use Cases
• Manage Orchestration Status
• Orchestration Planning
• Manage Jeopardy
• Change Management

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 Deploy Orchestration Process
Release the orchestration process definition by selecting Release from the Actions menu. Validation runs,
and the release process stops if errors occur. You can use the messages to determine what you need to
fix and then try to release the process. Post release Deploy the process.

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 Agenda

• Overview
• Customize the Orchestration Process
• Deploy Orchestration Process
• Process Assignment Rules
• Orchestration Use Cases
• Manage Orchestration Status
• Orchestration Planning
• Manage Jeopardy
• Change Management

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Process Assignment Rules

Create an assignment rule that assigns an

orchestration process to one or more fulfillment
lines of a sales order.
❖ Assign the orchestration process
according to each set of unique
conditions.
❖ Order Management Cloud doesn't
version assignment rules so the changes
you release take effect immediately. You
can save rules without releasing them
❖ Create assignment rules according to
orchestration groups. An orchestration
group is a collection of fulfillment lines
that Order Management processes
together. Each orchestration group is a
subset of a sales order like shipment set,
configured item, or set of order lines

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Orchestration groups
An orchestration group is a collection of fulfillment lines that Order Management processes
together. Each orchestration group is a subset of a sales order. An assignment rule processes
each orchestration group at run time, so you must add a test that links each fulfillment line with
the group. The predefined assignment rules already include this test.

Predefined Groups
Orchestration Groups Description
Standard Groups all fulfillment lines that fulfill items that aren't configured or are finished items.

Configured Item or Kit Groups all fulfillment lines that fulfill a configured item or kit.

Shipment Set Groups all fulfillment lines that fulfill a shipment set.

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 Agenda

• Overview
• Customize the Orchestration Process
• Deploy Orchestration Process
• Process Assignment Rules
• Orchestration Use Cases
• Manage Orchestration Status
• Orchestration Planning
• Manage Jeopardy
• Change Management

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 Demo Use Case - 2
Custom Orchestration with manual schedule and manual reservation

Orchestration flow with

manual Scheduling &
Reservation
100 Manually
Schedule item

200 Manually Reserve

item

300 Ship item

400 Wait for shipment

600 Create invoice

700 Wait for Invoice

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 Interface assets to Installed Base

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Create Asset through Sales and fulfillment
A customer asset tracking as an installed base record starts when the item is shipped to a customer.

Order Fulfillment

Custom
Book Sales Order
Orchestration Pick the product Ship the product
for an Asset item
process assigned

Asset created with

Process Installed Create Invoice coverage in
Base Record
Subscription Mgmt.

Setups

Customize the order

Add the coverage items
Setup item and enable orchestration process to
like Warranty as Item
Asset Tracking include a task for Asset
relationships
integration

Setup Orchestration
Setup relevant status in
process assignment rules
the orchestration process
to invoke the custom
for Asset integration
process as needed

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 Demo Use Case - 3
Custom Orchestration with custom step for Asset Creation
Orchestration flow with
Create Asset Step

100 Schedule item

200 Reserve item

300 Ship item

400 Wait for shipment

500 Create Asset

600 Create invoice

700 Wait for Invoice

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 Pausing an Orchestration Process

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Orchestration Process Definition – Pause Tasks
A pause task temporarily stops an orchestration process from
running so that it can wait for a condition to be met. When the
condition is met, the orchestration process releases this pause
task, and then proceeds to the next orchestration process step.

01 Add a step within the Orchestration process that

references a Pause Task. Pause can be added at any step
within the whole process. In this example the pause step
is added after schedule task.

02 Setup a pause rule that pauses the orchestration process

until an event occurs or a specific time, or for a
dependency to resolve.

03
Setup a release rule that releases the pause task so the
orchestration process can then continue to the next step.

Pause can be released by the following options:

➢ Release the Pause manually using the fulfillment view
orchestration plan
➢ Release it automatically when the timer expires, or
when none of the Pause conditions are satisfied
➢ Use scheduled ESS “Release Pause Tasks”
➢ Use a web service to release the Pause

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Attributes to Set for the Pause Task

Set sacType [start after condition] to one of

these values.
reevaluateFlag
SAC_TYPE_EVENT - Pause the orchestration
process until an event occurs. Y. Evaluate the condition every time the
SAC_TYPE_TIMER - Pause the orchestration orchestration process finishes a step. If the
process until the date and time you specify condition doesn't evaluate to true, then
occurs. release the pause task.
SAC_TYPE_IMMEDIATE - Release the pause
task and resume processing. N. Don't evaluate the condition every time
SAC_SYSTEM_EVENT_IPC_PAUSE - Use an the orchestration process finishes a task. If
interprocess communication (IPC) to pause the IF statement is True, then the
according to an event across orchestration orchestration process remains paused until
processes. you explicitly release the pause task.

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 Demo Use Case -4
Custom Orchestration with manual pause

Orchestration flow
with manual pause
100 Schedule item

200 Manual Pause

300 Reserve item

400 Ship item

500 Wait for shipment

600 Create invoice

700 Wait for invoice

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 Demo Use Case -5
Custom Orchestration with custom pause based on timer
Orchestration flow with
pause until 1 days before
shipment
100 Schedule item

200 Pause with time

based release

300 Reserve item

400 Ship item

500 Wait for shipment

600 Create invoice

700 Wait for invoice

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 Demo Use Case -6
Custom Orchestration with custom pause based on the EFF

Orchestration flow with

pause based on EFF

100 Schedule item

200 Pause based on

EFF

300 Reserve item

400 Ship item

500 Wait for shipment

600 Create invoice

700 Wait for invoice

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 Demo Use Case -7
Custom Orchestration with custom pause based on dependency (Send non-
shippable lines to invoicing along with at least one shippable line)

Orchestration flow with

pause based on IPC Event

100 Schedule item

200 Reserve item

300 Ship item

400 Wait for shipment

500 Pause based on IPC

600 Create invoice

700 Wait for invoice

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New Features – Orchestration

Feature Release
Specify the Orchestration Process When You Import Through REST API 22C
Import and Fulfill Large Volumes of Sales Orders 23C
Use Rest API to Apply and Release Holds 23C
Split and Update Fulfilment Lines Using Rest API 23D
Cover Assets and Renew Coverages and Subscriptions in Order Management 24A
Use Redesigned Pages to View Supply Requests 24B
Update Attributes on Split Order Lines for Partial Drop Shipments 24B
Recalculate Order Totals With Your Own Fulfillment Task 24C

Using Custom Task & Integration Development in OIC

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 Agenda

• Overview
• Customize the Orchestration Process
• Deploy Orchestration Process
• Process Assignment Rules
• Orchestration Use Cases
• Manage Orchestration Status
• Orchestration Planning
• Manage Jeopardy
• Change Management

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Orchestration Process Definition – Status Overview
Orchestration Process Status
Order Status

Task Status
Fulfillment Line Status

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 Setup Status
Status Task
Code Type

Orchestration
Process
Class
Fulfillment
Line

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 Process Class and Status Catalog

A status catalog provides a

Process Class means to differentiate status
values by item characteristics.
Status Catalog

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Status Conditions
Status Values

Display Status

Task
Type

Received
Status

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Setup Status Conditions
For Orchestration Processes

For Fulfillment Lines

A status rule set is:

❖ A set of rules that govern the
conditions under which status
codes are assigned to
fulfillment lines
❖ Used to apply a set of
sequential statuses to the
fulfillment line that is
processed by the orchestration
process

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 Use Case – Status Catalog and Orchestration/fulfillment line Status
User request to Business need to
Orchestration Process
Typical status on alter the status display different status
1 2
order lines displayed based on item category
100 Schedule item Scheduled Scheduled Scheduled

200 Reserve item Reserved Reserved Reserved

Instead of If Item category is Customer
Awaiting Awaiting Shipping Self Pick - Display status as
300 Ship item
Shipping display Awaiting Customer Pickup
Goods Scheduled and else display
400 Wait for shipment Reserved Awaiting Shipping

600 Create invoice Update displayed status here

700 Wait for Invoice

Task to add custom status:

Manage Status Values
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 Agenda

• Overview
• Customize the Orchestration Process
• Deploy Orchestration Process
• Process Assignment Rules
• Orchestration Use Cases
• Manage Orchestration Status
• Orchestration Planning
• Manage Jeopardy
• Change Management

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 Order Capture with Custom Orchestration Process - Planning

Karen services customer Karen receives a new The customer has

orders and manages order customer order which has a requested for updates on
exceptions need to call the customer order delays, if any
before sending the invoice
Karen is a customer service
representative who creates
customer orders and
manages order exceptions.

Jack reviews the Karen realizes that these Karen also wants an easy
requirements in detail and are new requirements and way to monitor the orders
Jack creates the custom reaches out to Jack from so she can take subsequent
orchestration process the IT department at Vision actions in case of delays

Jack is from Visions IT

department and has been
implementing and
supporting Vision’s Oracle He tests and deploys the Karen is now able create the
He creates the
Cloud Implementation order for the customer and
orchestration with the custom orchestration
process into the monitor the Jeopardy in the
various tasks and planning
environment dashboard
and jeopardy setups

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Orchestration Process Planning Planning
parameters in
process definition

Planning default
branch Fulfillment Default lead time Lead-time UOM Lead-time expression
completion step

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 Agenda

• Overview
• Customize the Orchestration Process
• Deploy Orchestration Process
• Process Assignment Rules
• Orchestration Use Cases
• Manage Orchestration Status
• Orchestration Planning
• Manage Jeopardy
• Change Management

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 Jeopardy Overview
Use jeopardy to get a quick visual cue of the likelihood that a fulfillment task will delay fulfillment, and then
take action to reduce delay.

Jeopardy indicates whether the orchestration process that's

processing fulfillment lines for the sales order is at risk of not
meeting your customer's requested delivery date.
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 Manage Jeopardy Priorities and Thresholds
Jeopardy priority measures the fulfillment task that contains the highest jeopardy score. If more than one
fulfillment task in an orchestration process is in jeopardy of not finishing on time, then Order Management
uses the highest jeopardy score when it displays jeopardy for the orchestration process

Priority
Maximum
Minimum score
score
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 Monitor Jeopardy
There are different ways to monitor jeopardy
▪ Search for your order from the Overview page, then drill down
▪ Use one of the manage tasks, such as Manage Orders, Manage Fulfillment Lines, or Manage
Orchestration Processes.

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Order Orchestration Planning and Jeopardy – Use Case

Lead Time
1 Hour
100 Schedule item 7-May 9:59 PM
Demo
Scenario: Create an order with
Lead Time
1 Hour
200 Reserve item 7-May 10:59 PM required date of 10-May 11:59 PM
S - If today is 6th May then there is no delay,
300 Ship item 7-May 11:59 PM For each step
E Planned
so no Jeopardy
T Dates are
Lead Time - If today is 8th May then there is 1 day
U 400 Wait for worked
3 Days 10-May 11:59 PM backwards
shipment delay between planned completion and
P Fulfillment and forwards
Completion from required completion date and this
Step 600 Create invoice 10-May 11:59 PM fulfillment difference translates to a score indicating
completion the jeopardy.
step
Lead Time
1 Day
700 Wait for invoice 11-May 11:59 PM

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Implementation Considerations
Setups and tasks
✓ Manage Orchestration Process Definitions
✓ Manage Orchestration Process in Order UI
✓ Manage Process assignment rules for Sales orders
✓ ESS to release Pause - Release Pause Tasks

Tips
✓ Standard orchestration process takes care of all fulfillment
options
✓ Customize orchestration process incase additional tasks
needs to be added

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 Agenda

• Overview
• Customize the Orchestration Process
• Deploy Orchestration Process
• Process Assignment Rules
• Orchestration Use Cases
• Manage Orchestration Status
• Orchestration Planning
• Manage Jeopardy
• Change Management

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 Change Management
Order Management Cloud comes predefined to process change, but you can modify the set up to meet your
needs. A change order is a change that affects a sales order during order fulfillment. It can come from a variety
of sources, such as from a user through an order capture system, a user who uses the Order Management
work area, or from change orders imported from FBDI, Webservices, external interfaces.

➢ Processing constraints: Determine who can make changes, what kinds of changes can be made, and
when in the process the change can be made.
▪ Allow the change: Accept the change and accommodate the change
▪ Disallow the change: Display an error message that change is not allowed
➢ Order attributes that identify change: Also known as change attributes. When a change to one of
these attributes is detected, compensation is triggered
➢ Change management attributes on the orchestration process: Certain attributes that pertain to
change processing appear on the orchestration process definition
➢ Compensation pattern (rule): Rule that governs how a step of the orchestration process should be
compensated

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Change Management
Receive
Change
Order

Compensation

Constraints Change
For each task
allowed

Yes Transformations
Check for delta
/Extensions

Merge Change Task Yes

Reject Delta No Order with Sales done?
?
Order No
Yes
Compensation
Hold current (including Rule
external fulfillment
Yes system tasks)
Compensate
Too No
late?

Change
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 Terminologies
When a change order comes in, you want Order Management to accommodate this change as seamlessly as
possible. Behind the scenes, Order Management must determine whether it’s still possible to make the
change and, if so, what steps need to be done, or redone.
➢ Compensation refers to compensation of the orchestration process. In other words, now that this
requested change has been submitted, what needs to be done, or redone, to prepare the order line
for fulfillment? By default, each step is compensated by updating it with the new information from
the change order. You can override this default behavior by specifying a compensation pattern for a
particular step.
➢ Compensation Pattern: Rule that governs how a single step of the orchestration process is
compensated
➢ Order Attributes That Identify Change (also known as Change Attributes): Certain attributes of
the order indicate that the order needs to be compensated. For example, a change to the mailing
address wouldn’t necessarily require rescheduling. However, an increase in quantity likely would.
Order Management compares the new order with the original one to determine whether any of these
key attributes was affected.

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Change Management Settings

Global
Parameters

Task specific
parameters

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 Change Management – Change Attributes
Specific attributes can selected to indicate explicit change management.

Task Type
Data Object

Attributes
Affected by
Change

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Summary – What all was discussed?
• Task Type, Name, • Manual, Timer, EFF
Services based Pause
• Branching condition, • Pause Release and
Evaluation sequence Apply Options
• Assignment Rules • Pause rule setup
• External Interface
Routing, Connectors Orchestration
Process Pause
Customization

Planning,
Jeopardy and
Status
Change
Management
• Create Custom Status • Orch Planning
• Status Catalog • Jeopardy Calculation
• Compensation Rules,
Attributes for change

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Thank you
Appendix

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Oracle Business Rules - Considerations

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Oracle Business Rules - Considerations

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 Alternate Design Options
Requirement - If the sales order line is valued at $50,000.00 or more, then a representative calls the customer before sending the invoice for the order.

Orchestration flow without Branching Alternate

Design 2
100 Schedule item Orchestration flow with Pause

100 Schedule item

200 Reserve item Orchestration
Process
Assignment
200 Reserve item Orchestration
Rule
300 Ship item Process
Assignment
Condition = If
Rule
Extended 300 Ship item
400 Wait for Amount >
shipment Condition = If
50000
Extended
400 Wait for Amount >
Then Assign the shipment
500 Phone customer 50000
custom
orchestration
500 Pause for Then Assign the
process
600 Wait for Phone customer call custom
Customer “Orchestration
orchestration
flow without
process
branching” 600 Create Invoice “Orchestration
700 Create Invoice flow with Pause”

Alternate 700 Wait for invoice

Design 1 800 Wait for invoice

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