actividad - gestion y procesamiento de pedidos (1)
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Caso de lectura de la gestión y procesamiento de pedidosTRANSCRIPT
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
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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
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• 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
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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.
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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.
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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.