Actividad – Procesamiento y gestión de ordenes VENTAS Y SERVICIO AL CLIENTE

El alumno tendrá que leer los dos sistemas de información para el procesamiento y administración de pedidos en la cadena de suministro presentados en esta actividad (Oracle y Microsoft Dynamics).

Después de haber leído detalladamente la descripción y características de estos dos sistemas, brindar la siguiente información:

• Hacer un resumen de las ventajas y desventajas que encuentran en el cada uno de los dos sistemas.

• Listar cuales son las ventajas más importantes que tiene un sistema que el otro no tiene y al revés. • Si fueras gerente de Supply Chain de una compañía que vende sistemas de seguridad para

automóviles como cinturones de seguridad y bolsas de aire a compañías clientes como Ford, Chrysler, Mazda y Volkswagen cual sería el sistema que adoptarías para tu empresa y porque?

ACTIVIDAD Procesamiento y Gestión de Ordenes

ORACLE DATA SHEET

ORACLE SUPPLY CHAIN AND ORDER

MANAGEMENT ANALYTICS

KEY FEATURES & BENEFITS

FOR BUSINESS USERS

• Provide actionable information to

conduct intelligent analysis of orders

related to regions, products, periods

• Correlate order information with sales

revenues, fulfillment performance and

customer loyalty.

• Measure how effectively the

organization is managing raw materials

and finished goods inventories across

multiple locations

• Maximize revenues by ensuring that

enough goods are available to fill

customer orders while keeping inventory

levels and costs as low as possible

FOR INFORMATION TECHNOLOGY

• Accelerate deployment of Supply

Chain and Order Management data

warehouse

• Integrate data from multiple sources to

provide business users with a complete

view of the customer and Supply Chain

& Order Management processes

• Adapt to changing external and internal

needs by leveraging, not replacing,

existing investments

• Comprehensive self-service capabilities

reduce the burden on IT resources

• Oracle Supply Chain and Order

Management Analytics dashboards

provide key order and inventory

information.

Oracle Supply Chain and Order Management Analytics delivers deep customer

insight into orders and inventory data that empowers organizations to make

better decisions in each of the stages across the entire supply chain

management lifecycle. By leveraging actionable and fact-based insights,

companies can enhance their current Supply Chain and Order Management

processes to improve financial performance and customer satisfaction. Oracle

Supply Chain and Order Management Analytics enables organizations to assess

inventory levels, likely product fulfillment needs, quickly identify potential order

backlog issues and stay on top of critical A/R and DSO issues. The insights

gained from this analysis deliver actionable steps to address short-term issues

and provide strategic input into how to transform the Supply Chain and Order

Management process.

Figure 1. Oracle Supply Chain and Order Management Analytics provides deep insight into

order and inventory data to improve financial performance and customer satisfaction

Integrated and Actionable Supply Chain and Order Management Insight

Companies are facing increasing pressure to grow revenues and increase profitability with

added cost concerns to be handled. To be able to achieve those objectives enterprises depend

on information that is complete, current and adequate for answering critical business

questions. However, organizations often struggle to deliver the right information to the right

person at the right time. The reasons are twofold. First, there is the explosion in both the

volume and the complexity of enterprise data, which is often fragmented across many

disparate systems and departments. Second, the traditional BI systems used by many

ORACLE DATA SHEET

2

organizations can’t provide timely, cross-value chain insight nor deliver it to large numbers of

front-line users where it has the greatest impact.

Oracle Supply Chain and Order Management Analytics, part of the Oracle BI Applications

family, is designed to help leverage the power of timely, actionable information to improve

the quality of decisions and ultimately optimize performance.

More effectively managing Supply Chain and Order Management requires unlocking data

hidden in systems across the enterprise – including financial management, order management

and supply chain systems – to provide comprehensive insight that enables action.

Product Overview

Oracle Supply Chain and Order Management Analytics provides organizations with

comprehensive visibility into the key factors within the order to cash process and company’s

supply chain, including inventory management and finished goods. The solution is also

suitably integrated with other applications in the Oracle BI Applications family to deliver

robust Supply Chain and Order Management information across the company value chain. For

example, Oracle Supply Chain and Order Management Analytics enables better understanding

of problem areas in fulfilling certain products, unrealistic inventory levels, specific regions

being not receptive to a new product, or a set of customers submitting cancellations in a

regular fashion.

Oracle Supply Chain and Order Management Analytics provides hundreds of powerful best

practice metrics, alerts, reports, and dashboards to Supply Chain and Order Management

professionals and line of business managers, enabling them to gain insight and take

appropriate actions. Moreover, Oracle Supply Chain and Order Management Analytics helps

reduce the time it takes to generate reports for empowering any level of employee in the

organization. Oracle Supply Chain and Order Management Analytics provide more detailed

reporting at a greater frequency and to a broader range of users. Managers and front-line

professionals also receive timely information at levels of detail such as by product, geography,

region, and customer that allows them to fine-tune strategy and improve performance.

Traditional solutions require managers to wait days or even weeks for specific reports. Supply

Chain and Order Management professionals and managers across the organization can

monitor performance, analyze specific metrics, and compare them to targets or performance

benchmarks. They can quickly spot deviations and take action to correct them before they

become problems. Oracle Supply Chain and Order Management Analytics enable analysts to

perform drill down analyses on a near-real-time basis to determine how the business is

performing. They can also more effectively manage orders that are pending fulfillment,

inventory, invoicing, and influencing the concerned department to expedite the appropriate

stage in the order to cash cycle.

Business Performance Benefits

Oracle Supply Chain and Order Management Analytics provides source-specific business

adapters that dramatically reduce the time and effort required to extract and transform data

from disparate enterprise systems, including most legacy and leading commercial systems

such as Oracle and SAP into integrated, easy-to-use, and actionable insight. The solution

enables companies to more effectively manage their customers and improve business

performance by:

• Providing timely order, margin, cancellations, discounts and returns related data to

operations departments; reducing the time spent compiling, reconciling, and consolidating

data from fragmented systems; and spending more time analyzing, making proactive

decisions, and taking action

ABOUT ORACLE BI

APPLICATIONS

Oracle Business Intelligence

Applications provide complete,

real-time, and enterprise wide

insight for all users, enabling fact-

based actions and intelligent

interaction. Designed for rapid

deployment at a low cost of

ownership, Oracle Business

Intelligence Applications are

prebuilt solutions that start with the

customer, embrace any existing

corporate data source, and are

seamlessly integrated with Oracle’s

transactional solutions to increase

effectiveness across the entire

customer life cycle.

All Oracle BI Applications are

powered by Oracle BI Enterprise

Edition, a high-performance, highly

scalable, and highly reliable next

generation business intelligence

platform that can be used to extend

existing analytic solutions to meet

any enterprise BI need. Additional

information about Oracle Business

Intelligence Applications is

available at

www.oracle.com/goto/obia

RELATED PRODUCTS

ERP Analytics

• Oracle Financial Analytics

• Oracle HR Analytics

• Oracle Procurement and Spend

Analytics

• Oracle Supply Chain and Order

Management Analytics

• Oracle Project Analytics

• Oracle Product Information

Management Analytics

CRM Analytics

• Oracle Sales Analytics

• Oracle Marketing Analytics

• Oracle Service Analytics

• Oracle Contact Center Analytics

• Oracle Partner Analytics

• Oracle Loyalty Analytics

• Oracle Price Analytics

• Oracle Customer Data

Management Analytics

ORACLE DATA SHEET

3

• Improving inventory management for products that consistently get into backlog due to lack

of appropriate stock level

• Enabling companies to more effectively manage their order booking, billing and backlog

• Improving cash collections by identifying slow-paying customers or billing issues and

reducing days sales outstanding (DSO)

• Analyzing discounts, order cancellation and returns, inventory levels

Next-Generation Business Intelligence Platform

Oracle Supply Chain and Order Management Analytics is built on the Oracle Business

Intelligence Enterprise Edition Platform, a next-generation analytics platform that fully

leverages existing data warehouse and business intelligence investments. It is built using

standards-based technology enabling easy integration with existing IT environments and

supports all leading relational and OLAP data sources. Moreover, Oracle Supply Chain and

Order Management Analytics provides support for large numbers of concurrent users with

native support for mobile and tablet devices, multi-terabyte data sets, and the largest enterprise

implementations.

Figure 2. Oracle BI Applications are natively available on mobile and tablet devices

including Apple iPad shown above

Proactive Intelligence

To effectively compete in today’s marketplace, companies need to deliver timely information

to all roles—ranging from executives and managers to front-line employees. Urgent business

circumstances demand immediate attention. Oracle BI Applications provide event-based, and

scheduled alerts that automatically detect problems and are delivered directly to users via

email, handheld, and other portable devices—or to their personalized dashboard. Oracle

Supply Chain and Order Management Analytics proactively delivers insight ensuring all

analytics users always have the latest information they need to make informed decisions.

This places powerful information in the hands of those who have to make daily decisions—

not just at the end of the quarter. For example, if orders will be cancelled unless they are

ORACLE DATA SHEET

4

fulfilled by a certain date, this will trigger an alert that notifies key stakeholders of the event.

In another case, Oracle Supply Chain and Order Management Analytics can send an alert to

the plant manager or other operations executives, enabling them to quickly make adjustments

to purchase orders or production levels to ensure that inventories do not exceed necessary

levels. Traditional business intelligence solutions require users to discover problems

manually, and thus the problem may go undetected for days or weeks—too late to react.

Oracle Supply Chain and Order Management Analytics Applications

Oracle Supply Chain and Order Management Analytics provide complete insight into order

transactions, inventory and fulfillment analysis across channel type, customer category,

product divisions, sales organization, shipping location, inventory locations and business

units. They enable informed and intelligent decisions by proving visibility into Orders not

Fulfilled, Products with Highest Fulfillment Lag, Shipping Performance Trend, Backlog

Trends, Blocked, Unscheduled and Delinquent Orders, Sales and AR Performance, Order to

Booking Close Rate. They help improve customer satisfaction and profitability with additional

insights on Order Margin, Returns, Cancellations and % Order Discount.

Oracle Supply Chain and Order Management Analytics additionally incorporates analysis of

inventory held by an organization; bill of materials; and inventory movements in, out, and

through manufacturing plants, distribution centers, or storage locations. This enables

companies to monitor inventory levels trend to Sales performance to improve cost exposure,

increase turnover through inventory level reduction and increased velocity, properly deploy

inventory at the right place / right time and better understand Customer and Supplier Returns

to maintain quality.

Oracle Business Intelligence in Fusion Applications

Embedded Business Intelligence

With Business Intelligence in Fusion Applications, a full range of analytics is embedded

directly into key business processes, so users at all levels of an organization have the

information they need to make better, more informed decisions. Oracle Supply Chain

Analytics extends Oracle Fusion Applications with deeper insight into an organization’s past,

present and future performance trends. It delivers complete, consistent analytic information, to

support the full range of decision making needs from tactical to strategic.

Supply Chain Analytics for Fusion

Supply Chain Analytics introduces analytics support for Fusion Supply Chain Management, a

component of the Oracle Fusion Applications suite.

The Supply Chain Analytics content for Oracle Fusion Supply Chain Management includes

• Distributed Order Orchestration analytics support for On-time Shipments, Order

Age, Order Frequency, Order Holds and Orchestration process times, embedded in

the Fusion Order Orchestration work bench

• Fusion Costing analytics support for Gross Margin Analysis, Item Cost Trend and

Item Value trend, embedded in the Fusion Cost Accountant’s dashboard

• Fusion Logistics analytics to support Inventory Valuation and Cycle Count

analysis, embedded in the Fusion Warehouse Managers activity dashboard

• Product Information Management analytics to support Product Governance and

Product Maintenance, with an embedded dashboard in the Fusion PIM workbench

This content is only available for Oracle Fusion Supply Chain Management.

ORACLE DATA SHEET

5

Leverage your existing Oracle investments

Whether your organization plans to deploy Fusion Applications today or sometime down the

road, Oracle Supply Chain Analytics provides a consistent business intelligence foundation

that will support your existing deployment, and provide a seamless bridge to your Fusion BI

implementation in the future. An investment in Oracle Supply Chain Analytics today

improves your readiness for Fusion Applications.

Summary

Across industries, companies are facing increased pressure to grow revenues while holding

costs in check. This means ensuring that money spent on efforts to market, acquire, sell to,

and service customers is returning the best possible results. It also means that companies need

to manage their business operations as cost-effectively as possible so they meet their revenue

and profitability targets. Oracle Supply Chain and Order Management Analytics creates

powerful synergies with other Oracle BI Applications products by ensuring that rich insight

helps drive all customer, supplier, and workforce decisions, resulting in lower costs, increased

revenue, and greater profitability.

Contact Us

For more information about Oracle Supply Chain and Order Management Analytics, visit oracle.com or call +1.800.ORACLE1 to speak to

an Oracle representative.

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

This document is provided for information purposes only and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject

to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose.

We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. This document may not

be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of

SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered

trademark licensed through X/Open Company, Ltd. 0611

Supply Chain Management

By managing the entire sales process—from start to finish— with pinpoint accuracy, Sales Order Processing in Microsoft DynamicsTM GP helps you serve top customers more effectively, monitor fulfillment and invoicing more precisely, and streamline processes to minimize shipping costs and labor.

Sales Order Processing in Microsoft Dynamics GP

Build strong customer relationships. Delight your customers and increase retention with optimized invoicing and distribution capabilities that expedite inquiries and order deliveries, reduce errors, and minimize costs.

Increase sales success. Improve service and boost revenues with customer priority ranking. Expand your customer base and close more sales by tracking and managing potential customers as prospects, separate from existing clients.

Increase office productivity. Improve employee effectiveness and speed through invoice entry in a single window, with the ability to view all orders, invoices, back orders, and returns in one location.

Fully automate your invoicing. Expand your distribution capabilities and gain flexibility in reporting, order management, inventory control, and general ledger entry with smooth integration with other Microsoft Dynamics GP modules.

BENEFITS

AUTHORIZE sales quotes and sales credit limit overrides utilizing a pre-defined workflow approval process.

ENTER QUOTES, ORDERS, back orders, invoices, and returns from one central location.

Customer Priority Ranking

Improve service efficiency—with an eye on profitability—by quickly identifying your top customers based on their priority rank. With customer priority ranking you can:

• Assign each customer or customer class a ranking of 1–99, or none.• Target specific customer information with restrictions by priority

ranking assignments.• Use Advanced Distribution capabilities to direct allocations to specific

customers based on priority.

Flexible Order Processing Capabilities

Modify sales documents to accommodate your company’s unique business needs. With flexible order processing capabilities you can:

• Tailor the sales process with custom business rules.• Route Sales Order Processing quotes and other documents for

approval before they’re processed or shipped.• Enter negative quantities and prices on invoices to record and

manage promotional giveaways and other sales transaction exceptions.

• Control picking from expired lots when entering sales transactions.• Remove or replace line items without special editing actions by simply

retyping over the current line.• Customize document fields to tailor the type of information to your

business.

Optimized Distribution Options

Minimize costs, shorten delivery cycles, and ensure that sales items receive priority with flexible shipping capabilities and Purchase Order Processing integration. With optimized distribution options you can:

• Assign fulfillment sites based on their proximity to customer Ship To locations.

• Send items from a single order to multiple customer sites.• Automatically populate Purchase Order Processing receiving

shipments with information from corresponding sales orders.

SALES ORDER PROCESSING

FEATURES SALES ORDER PROCESSING

Invoicing

Single Window Entry Improve invoicing efficiency with single-window entry for streamlined access to all vital information, as well as batch processing and easy return transaction processing.

Posting and Document Dates Assign separate document and posting dates and record quote and order dates as well. Assigning separate documents and General Ledger posting dates enables you to post documents to the correct accounting period, which is especially useful when recording after-the-fact invoices.

Definable Fields Customize the type of information that’s unique to your business, using two definable fields on invoices.

Cross-Module Inquiries Keep the most important information in front of you while drilling down for more details, making inquiries across Microsoft Dynamics GP modules, or displaying customer payment, shipping, and billing information.

Sales Order Processing with Advanced Invoicing

Discount Management Specify how discounts should be managed, then enter markdowns as percentages or amounts. You also can choose to enter trade discounts for an entire document.

Drop-Ship Material Reduce the need for keeping excess inventory on hand. You can order items from your supplier to be sent directly to your customer by entering drop-ship items on sales transactions.

Kit Items Create kit items (groups of items commonly sold as a single unit) in the Inventory module and sell them through Sales Order Processing.

Information Availability Locate orders quickly by searching for specific order types. Easily locate quantity ordered, back ordered, previously invoiced, cancelled, and allocated item information by accessing the Sales Quantity Status window.

Track Orders with Custom Links Track orders by entering a tracking number in Sales Order Processing and using the hotlinks to UPS or FedEx sites to track shipments online.

Customized Transactions Tailor order entry to your specific needs with customizable order defaults, price overriding, special instructions, and control at the line-item level.

Unlimited Process Holds Define, review, or change an unlimited number of process holds to sales documents.

Repeating Documents Save time and help ensure accuracy by transferring information from an existing sales order to a new sales order.

Ship To Address by Line Speed time to delivery through multiple Ship To addresses on an individual order. Send each line item on an order to a different site for that customer, saving order entry time and consolidating tasks for faster throughput.

FEATURES SALES ORDER PROCESSING

© 2007 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, and the Microsoft Dynamics logo are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. This document is for informational purposes only.

For more information about Sales Order Processing in Microsoft Dynamics GP, visit www.microsoft.com/dynamics/gp.

Sales Order Processing with Advanced Invoicing

Multiple Site Allocation Manage inventory shortages by allocating inventory from multiple sites for the same item, as well as options including substation, overriding, or selling the balance.

Prospective Customers Track and manage potential customers as prospects, separate from existing accounts.

Routine Documents Create routine documents such as quotes, orders, and invoices, or more complex ones such as sales analysis reports, in print or on-screen formats. Electronic search capabilities help ensure that you find the information you need.

Automated Distributions Tailor the distribution process to your business practices with automated distribution capabilities available through smooth integration with other Microsoft Dynamics GP modules, such as Advanced Distribution and Available to Promise.

Sales Document Workflow Approval

Route Sales Order Processing quotes and other sales documents for approval before they’re processed or shipped.

Customer Priority Ranking Assign priorities to customers and customer classes, improving service efficiency with an eye toward profitability.

Negative Price/Quantity in Sales Order Processing

Enter negative prices and quantities to track line discounts, rebates, and returns—all on a single document.

Sales of Discontinued Items (Option)

Manage inventory more effectively with optional settings that prevent discontinued items from being entered on a quote, order, back order, or invoice.

Control Use of Expired Lots Provide flexibility when working with expired lots during sales transactions. Choose to allow the sale of expired lots, require a password to control decision making, or prevent selling altogether.

Ship Complete Set customer preferences for Ship Complete to default for sales documents, with the flexibility to change preferences at any time.

Default Site per Customer Speed fulfillment and minimize shipping costs by specifying fulfillment sites based on customer locations.

Sort Pick Ticket by Bin Optimize picking efficiency with the ability to pick according to warehouse bin locations.