Introduction to Oracle Financials

Oracle Financials

1. Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com

1
Introduction to Oracle Financials
By: Hasan Mir
[email protected]
http://online.handsonerp.com

2. Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com

2
Job
The job of Oracle Financials
Functional Consultant is to
IMPLEMENT ORACLE
FINANCIALS

3. Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com

3
Implementation
Implementing Oracle Financials
means to SETUP THE MODULES in
such a way that they work according to
the CLIENT'S BUSINESS
REQUIREMENTS

4. Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com

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What is ERP?

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Hasan Mir HandsonERP.com
HandsonERP.com

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What is ERP?
● ERP = Enterprise Resource Planning.
● The ERP software manages the whole enterprise.

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Hasan Mir HandsonERP.com
HandsonERP.com

6
What is ERP?
● ERP = Enterprise Resource Planning.
● The ERP software manages the whole enterprise.
Finance/Accounting Human Resources
Manufacturing Sales and Marketing
Departments
...
...
ERP

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Hasan Mir HandsonERP.com
HandsonERP.com

7
Leading ERP Software
● Oracle E- Business Suites (formerly Oracle Applications)
● mySAP ERP (formerly SAP R/3)
● Microsoft Dynamics (formerly Microsoft Business
Solutions)
● PeopleSoft
● J.D.Edwards World
● J.D.Edwards EnterpriseOne
● Lawson

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Hasan Mir HandsonERP.com
HandsonERP.com

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Oracle Corporation
● Second largest software company
● Largest database vendor
● Founded in 1977

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Hasan Mir HandsonERP.com
HandsonERP.com

9
Oracle's Product Line
● Database
● Development Tools
● Applications (ERP/CRM/Retail/Other)
● Middleware

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Hasan Mir HandsonERP.com
HandsonERP.com

10
Oracle's Applications
● Oracle E-Business Suites (Oracle Applications) [ERP]
● PeopleSoft [ERP]
● J.D.Edwards World [ERP]
● J.D.Edwards OneEnterprise [ERP]
● Seibel [CRM]
● Retek [Retail Management]
● Fusion [ERP]

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Hasan Mir HandsonERP.com
HandsonERP.com

11
Oracle E-Business Suite
● Consists of various groups of applications.
Financials
Human Resources
Manufacturing
Projects
...
Supply Chain
Management
CRM

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Hasan Mir HandsonERP.com
HandsonERP.com

12
Oracle E-Business Suite
● Each group consist of modules (also known as
applications).
Financials
Human Resources
Manufacturing
Projects
...
Supply Chain
Management
CRM

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Hasan Mir HandsonERP.com
HandsonERP.com

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Oracle Financials'
Modules

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Oracle Financials
● 5 Modules:
Financials
Payables (AP)
Receivables (AR)
General Ledger
(GL)
Assets (FA)
Cash Management
(CM)

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Hasan Mir HandsonERP.com
HandsonERP.com

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Oracle Financials
Customers
Banks
Vendors
Enterprise

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Hasan Mir HandsonERP.com
HandsonERP.com

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Oracle Financials
Customers
Banks
Vendors
Enterprise
AR
AP
CM

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Hasan Mir HandsonERP.com
HandsonERP.com

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Oracle Financials
Enterprise
Accounting
Assets FA
GL

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Hasan Mir HandsonERP.com
HandsonERP.com

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Oracle Payables
● Purpose: Manage Suppliers
Vendors
Enterprise
AP

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Hasan Mir HandsonERP.com
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Oracle Receivables
● Purpose: Manage Customers
Customers
Enterprise
AR

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Hasan Mir HandsonERP.com
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Oracle Cash Management
● Purpose: Bank Reconciliation
Banks
Enterprise
CM

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Hasan Mir HandsonERP.com
HandsonERP.com

21
Enterprise
Oracle Assets (Fixed Assets)
● Purpose: Manage Assets
Assets
FA

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Hasan Mir HandsonERP.com
HandsonERP.com

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Enterprise
Oracle General Ledger
● Purpose: Manage Financial Information
Accounting
GL

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Hasan Mir HandsonERP.com
HandsonERP.com

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Demo:
Express Tour of Modules

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Technical Architecture

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Hasan Mir HandsonERP.com
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Oracle Applications Components
Database
Screens (Forms)
Reports/Programs

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Oracle Applications Components
Database
Screens (Forms)
Reports/Programs

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How Forms Work
Database
Web Server
Forms Server
Browser
Form1
Form2
Form3

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How Forms Work
Database
Web Server
Forms Server
Browser
Form1
Form2
Form3
Web Server sends
information to
user's Browser

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Hasan Mir HandsonERP.com
HandsonERP.com

29
How Forms Work
Database
Web Server
Forms Server
Browser
Form1
Form2
Form3
Form Server
generates Oracle
Screens

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Hasan Mir HandsonERP.com
HandsonERP.com

30
How Reports and Programs Work
Database
Web Server
Forms Server
Browser
Form1
Form2
Form3
Concurrent
Manager
Report1
Report 2
Report 3
Concurrent
Manager run
reports

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31
Database Service Manages the
Database
Database
Web Server
Forms Server
Browser
Form1
Form2
Form3
Concurrent
Manager
Report1
Report 2
Report 3
Database
Service

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Hasan Mir HandsonERP.com
HandsonERP.com

32
Database Service Manages the
Database
Database
Web Server
Forms Server
Browser
Form1
Form2
Form3
Concurrent
Manager
Report1
Report 2
Report 3
Database
Service
Database Service
retrieves and
writes data to the
database

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Hasan Mir HandsonERP.com
HandsonERP.com

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Installation Types

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Hasan Mir HandsonERP.com
HandsonERP.com

34
Oracle Applications Installations
● Single Node Installation
● Two Nodes Installation
● Multiple Nodes Installation

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Hasan Mir HandsonERP.com
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Single Node Installation
Database
Web Server
Forms Server
Browser
Form1
Form2
Form3
Concurrent
Manager
Report1
Report 2
Report 3
Database
Service
Node 1

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Hasan Mir HandsonERP.com
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36
Two Nodes Installation
DatabaseWeb Server
Forms Server
Browser
Form1
Form2
Form3
Concurrent
Manager
Report1
Report 2
Report 3
Database
Service
Node 2
Middle Tier
Node 1
Database
Tier

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Hasan Mir HandsonERP.com
HandsonERP.com

37
Multiple Nodes Installation
DatabaseWeb Server
Forms Server
Browser
Form1
Form2
Form3
Concurrent
Manager
Report1
Report 2
Report 3
Database
Service
Node 2
Web Server
Tier
Node 1
Database
Tier
Node 3
Forms
Server Tier
Node 4 Concurrent Manager
Tier

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Hasan Mir HandsonERP.com
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Load Sharing

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Load Sharing
Browser
Middle Tier 1
Middle Tier 2
Middle Tier 3
Database
Tier
Browser
Browser
Browser
Browser
Browser
Browser

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Hasan Mir HandsonERP.com
HandsonERP.com

40
Database Components

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Database Components
Tables Indexes Code
Database

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Tables
Tables Indexes Code
Database
Tables contain data

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43
Indexes
Tables Indexes Code
Database
Index contains information about
where the data is located

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Code
Tables Indexes Code
Database
Code represents programming logic
stored in the database

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Table Structure
ID FIRST NAMELAST NAME PHONE
Columns
Records

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Database Components