IBM Sterling Order Management on Cloud Functional Training

Curriculum:

Module 1: Introduction to IBM Sterling Order Management on Cloud

• Overview of IBM Sterling OMS and its role in omnichannel fulfillment
• Evolution from on-premise OMS to Cloud-based OMS
• Key capabilities and business benefits of Sterling OMS Cloud
• Understanding the Cloud Console and IBM Business Center
• OMS Cloud user roles and responsibilities

Hands-On: Navigating the OMS Cloud interface and exploring menus

Module 2: IBM Sterling OMS Architecture Overview

• OMS functional architecture and key components
• Order orchestration process flow
• Integration with external systems (ERP, CRM, WMS)
• Understanding OMS data flow (Order → Fulfillment → Shipment → Invoice)
• Overview of runtime components (agents, services, and pipelines)

Module 3: Master Data Management

• Overview of master data in OMS
• Creating and managing organizations and nodes
• Defining enterprises, hubs, and fulfillment networks
• Configuring calendars, capacity, and work orders
• Managing item catalog, item attributes, and item associations

Hands-On: Configure enterprise and item catalog for a new business

Module 4: Business Process Configuration

• Understanding business process modeling in OMS Cloud
• Configuring order, return, and shipment pipelines
• Service definitions, transactions, and statuses
• Configuring order flows for multi-node fulfillment
• Functional overview of sourcing and delivery processes

Hands-On: Modify an existing order pipeline using Sterling Business Center

Module 5: Order Management Process

• End-to-end order lifecycle
• Sales order creation and order validation
• Fulfillment order creation, splitting, and consolidation
• Managing backorders, cancellations, and returns
• Order holds, alerts, and exception management

Hands-On: Create and process a multi-line sales order through different statuses

Module 6: Inventory Management and Visibility

• Inventory management overview
• Real-time inventory visibility and availability checks
• Defining safety stock and replenishment rules
• Configuring ATP (Available-to-Promise)
• Inventory synchronization with external systems

Hands-On: Configure ATP rules and simulate inventory updates

Module 7: Sourcing and Scheduling

• Introduction to sourcing and scheduling logic
• Defining sourcing rules and sourcing sequences
• Carrier selection and delivery options
• Scheduling and promising orders
• Handling multi-node and drop-ship sourcing

Hands-On: Configure sourcing and scheduling rules for multiple fulfillment nodes

Module 8: Payment, Pricing, and Promotions

• Payment methods and payment processing workflow
• Taxation, discounts, and promotion setup
• Managing multiple currencies and taxation rules
• Integration with payment gateways
• Handling refunds and returns

Hands-On: Configure payment methods and apply discounts for an order

Module 9: Returns and Reverse Logistics

• Returns management overview
• Return order creation and configuration
• Reverse logistics workflows
• Integration with warehouse systems for returns
• Credit processing and restocking updates

 Hands-On: Create and process a return order with refund

Module 10: Sterling Business Center (SBC) Configuration

• Introduction to Sterling Business Center (SBC)
• Role of SBC in managing business rules
• Configuring customer, order, and item rules
• Setting up user roles and access permissions
• Managing alerts, notifications, and workflows

Hands-On: Configure SBC roles and define alert rules

Module 11: Alerts, Exceptions, and Monitoring

• Alert management and threshold configuration
• Exception handling workflows
• Monitoring orders and shipment exceptions
• Using OMS dashboards and reports for insights
• SLA management and tracking

Hands-On: Set up an alert for delayed shipment and monitor in console

Module 12: Integrations and Cloud Connectivity

• Overview of OMS Cloud integrations
• Working with external systems (ERP, CRM, WMS)
• Introduction to APIs and event framework (functional view)
• Configuring external payment and tax systems
• Functional data exchange and synchronization

Hands-On: Review and interpret API calls from the functional side

Module 13: Functional Testing and Validation

• Functional testing methodology for OMS
• Test case design for order flows
• Validation of order orchestration, sourcing, and fulfillment
• Using OMS Cloud logs for functional verification

Hands-On: Perform end-to-end order cycle testing

Module 14: Reporting and Analytics

• Overview of reports and KPIs
• Understanding system dashboards and metrics
• Configuring business-specific reports
• Data export and analytics integration (BI Tools)

Hands-On: Generate and analyze fulfillment performance reports

Module 15: Capstone Project

Participants will design and configure a complete order management scenario including:

• Enterprise setup
• Item and inventory configuration
• Sourcing rules and order pipelines
• End-to-end order-to-cash processing

Hands-On: Present and validate a fully functional OMS business flow