O2C Process Flow in Oracle Fusion

                                 O2C Process Flow

Sales Order

AR Invoice

AR Receipt

General Ledger

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Enter Sales Order Details

Book the Order

Create Pick Wave

Confirm Pick Slips

Ship Confirm

AR Invoice

AR Receipt

Account Entries(Sub-Ledger)

General Ledger

High-Level Flow:

O2C process starts with sales order, booking the order, creating a pick wave, confirm pick slips and then the ship confirmation. 

So, from Sales Order to Shipconfirm creation of the Sales order process involved and delivery of the product involved.

After the shipping is done, we will generally creating AR Invoice, AR Reeccipts and then post it to GL.

For example ; If we want to book any item in the Amazon web site, we will first we will sign up and create account by entering the customer details.

Also, we will mention for which location we want to deliver the item and for which address we want to bill.

Bill-To-Address

Ship-To-Address

And then we will choose the products like mobile devices and book the order for it.

The next will be Order will be confirmed

After that the respective vendor(Amazon) fulfils the order that we placed.

Meaning Amazon will send the order details to manufacturer nothing but inventory transactions like

Inventory, pick wave, confirm the pick slips and ship confirm.

Also, bill will be generated(items booked, tax deduction amount,total amount need to be paid)

Once the customer paid the invoice and Amazon receives the payment, Cash receipt will be generated against the invoice.

All the transaction will be entered into accounting and then post them to General Ledger.

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Order-to-Cash (O2C) Process Overview

The Order-to-Cash (O2C) flow is the end-to-end process of entering a sales order into the system, delivering the goods, and invoicing the customer.

1. Order Entry and Booking

The process begins when an order is entered into the system. This entry includes essential details such as the customer, ship-to and bill-to addresses, payment terms, order type, price list, unit price, and warehouse. Once this information is finalized, the order is booked and proceeds through the defined workflow.

2. Shipping Execution

If an item is ready for shipment and quantities are available, the shipping execution phase begins:

Pick Wave: Shipment lines are grouped into a "pick wave"—a batch of items released together based on specific business criteria.

Pick Release: This action generates a move order. Items are then moved from their subinventory to a staging area.

Ship Confirm: Once the items are staged and placed on a delivery vehicle, the ship confirm process is executed to finalize the departure.

3. Billing and Invoicing

Following shipment, the AutoInvoice process imports invoices, credit memos, and on-account credits from external systems into Oracle Fusion Receivables. These invoices are then generated, printed, and sent to the customer for payment.

4. Receipt and Payment

When the payment is received, a receipt is generated and posted within the Receivables sub-ledger.

5. General Ledger (GL)

Finally, the accounting entries for both the AR invoice and the receipt are transferred to the General Ledger journal to ensure the company's financial records are updated and synchronized.

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Navivation:

Log into SCM_IMPL Account

Go to Order Management-->Order Management.

Click on Order Management

Click on Create Order

Click on Add the line.

Untill unless we click on save, it will generate any of the Sales Order Number.

Select FedEx Air Priority Overnight

Provide the warehouse: 001 Seatle

And then click on Save.

Create Order: Business World - 98578 - Draft

Click on Submit

Click on Ok

Now, we can see here: 

Header level the Order Status shows as "Processing" and Line Level it says "Not Started".

Wait for some time and click on Refresh button

We can see that Status shows as : Awaiting for Shipping. Means item is available waiting to ship.

Now, go to Home. Click on Supply Chain Execution and click on Inventory Management(Classic)

Under Inventory and click on Picks

Click on Create Pick Wave.

Now, go to Pick Confirm

Enter the Order Number 95878

Click on Search

Choose 225539 's item and click on confirm

Click on Manage Shipments

Got to two errors 

enter description

enter transport reason

118200

The above is the ship confirm number.

Now, checked line level it says shipped

As it is already interfaced, we can ignore the above message.

Not getting ready for Awaiting billing for a long time.

HDL(Inbound) Integration in Oracle Fusion

 

HDL (Inbound) Integration

Requirement:

Automating Job creation in Oracle HCM Cloud using external CSV data.

High-Level Integration Flow

We developed an end-to-end integration that pulls CSV files from a remote server, transforms them into the mandatory HDL .dat structure, and stages them on an FTP server. 

The final process picks up these files and pushes them into Oracle Fusion HCM, ensuring seamless job record synchronization.

Integration Metadata

Source: FTP Server

Target: Oracle HCM Cloud Fusion Application

Direction: Inbound

Pattern: Schedule-based Orchestration

Implementation Strategy

Before developing the integration logic, we must establish secure connectivity between the source and target systems. This involves:

FTP Connection: Configuring the SFTP/FTP adapter to access the remote data server.

HCM Cloud Connection: Setting up the Oracle HCM Cloud adapter to facilitate data loading and web service invocations.

Login with only HCM user as HDL works with only HCM Objects.

Test the connection and save it

 

Now, open FileZilla

Click on Connect button to access FTP Remote Server

Inside remote server site, right click and choose create directory

Type HDL in place of New Directory

Place job.zip file from local site to remote site under the path: A2CF77/HDL

 

Now, start the Integration Flow

Choose Schedule Style of Integration

Click on create

First step is to list down the files by using the FTP List File operation

Choose List Files operation

*.zip means it will consider all the files ending with .zip

As I have only one file, I have used * but in case if there are multiple files then we need to specify the name of the file here

Now, use for-each-function

It will check for all the files

Click on Save

Parallel Processing is not checked

Since HDL gets large amount of data, we will go for download the file option instead of read the file.

Read File can do up to Max(10 MB for read file)

Download operation, we can use upto 1 GB

Choose download

Save the downloaded file in temp directory

Click on mapper

Now, connect to HCM Cloud

Click on + symbol

Choose HCM Cloud

Choose import bulk data using HDL

Choose the first option

And later second one

We are not getting any encrypted files. If we do then we need to decrypt the files.

From OIC to HCM Cloud mapping

 

File reference is mandatory when we are dealing with bulk data

File Name is also y mandatory

We have submitted the job and we need to know the status.

We need to wait for some to run the process

So, let us wait for some time; choose wait option under actions in the Integration

Click on + ad add wait

Wait for 2 min.

Click on + and go for HCM Cloud connection again

Get Status of HDL job

Previously we have submitted the data, now choose query the status of job.

Click on mapper

Click on + and add the Logger

Logger helps to give the information about success or failure

Choose Logger

Under status

We can see status

 The Integration Process Flow:

List Files: Identify all available files in the remote FTP directory.

Looping Mechanism: Use a For-Each action to process multiple files in a single run.

Download to Staging: Transfer files from the FTP to the OIC temporary directory.

Submit HDL Job: Trigger the Bulk Data Import in HCM Cloud to process the .dat files.

Process Monitoring: Implement a Wait action followed by a Get Status call to monitor the import progress.

Result Logging: Log the final outcome (Success/Failure) for auditing and troubleshooting.

 

Now, click on (I) symbol on the top and enable the Business Identifiers

Click on Save to enable Business Identifier

Activate Integration

Run the integration

 

Navigation to HDL in Fusion Application

Go to Myclient Groups---?Data Exchange-->HDL

 

Setup and maintenance

Search for manage common lookup

We can get the source system owner

Update the correct source system owner and then run the integration again

When you make changes in Integration then need to deactivate and then reactivate it again

Compress and zip the file and place it in