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Course Description

This 3-day IBM Sterling OMS course provides students with an understanding of how to configure order management rules and administer the order fulfillment process using IBM® Sterling Order Management.

The Inventory and Order Management course begins with an introduction of order and inventory management concepts and then covers Sales Order specific configurations. The course then proceeds to describe sourcing and scheduling of orders, rules related to order fulfillment, and payment, and covers configuration of service capacity. The course concludes with an explanation of Return Orders.

Objectives

After completing this course, students should be able to:

  • Configure rules related to inventory in the Global Inventory Visibility application of Sterling Selling and Fulfillment Foundation.
  • Configure business rules related to Sales Orders including, order creation, modification, and monitoring in the Distributed Order Management application of Sterling Selling and Fulfillment Foundation.
  • Configuring sourcing and scheduling rules for an order.
  • Configure rules related to resource pools and resource capacity to fulfill service requests.
  • Configure payment processing-related rules such as payment types, financial rules, authorization and invoicing rules.

Audience

This course is designed to enable developers and implementers of Sterling Order Management to configure Sales Order management rules and administer the order fulfillment process.

Prerequisites

Before taking this course, students should have completed:

  • 6F91G – Configuring Participant Modeling, Process Modeling, and User Security instructor-led course (6F91G)
  • 6F92G – Configuring Item and Pricing instructor-led course (6F92G)

Content

The following topics will be covered during this course:

Course Overview

Unit 1: Order Management Basics

  • Lesson 1.1: Order Management Overview
  • Lesson 1.2: Inventory Management
    • Exercise 1.2.1: Inventory Management

 

Unit 2: Order-related Configuration

  • Lesson 2.1: Sales Order Specific Configuration
    • Exercise 2.1.1: Sales Order Specific Configuration
  • Lesson 2.2: Sourcing and Scheduling Rules Configuration
    • Exercise 2.2.1: Sourcing and Scheduling Rules Configuration
  • Lesson 2.3: Order Fulfillment Rules Configuration
    • Exercise 2.3.1: Fulfilling an Order

 

Unit 3: Service Capacity Configuration

  • Lesson 3.1: Service Capacity Configuration
    • Exercise 3.1.1: Create a Resource Pool

 

Unit 4: Payment Rules Configuration

  • Lesson 4.1: Payment Rules Configuration
    • Exercise 4.1.1: Process Payments and Create Invoices

 

Unit 5: Managing Returns

  • Lesson 5.1: Managing Returns
    • Exercise 5.1.1: Managing Returns

 

Course Wrap-up

 


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