Oracle eBS Overview.pptx

oracle ebs r12 preview

1. Oracle eBS R12 Overview

2. ERP examples Oracle EBS Oracle Fusion Oracle JD Edward Microsoft Dynamics SAP Open Source (ERP Next, Odoo , .. etc ) 2

3. Major Oracle Application Product Families Customer Relationship Management Supply Chain Management Manufacturing Finance Projects Human Resources Oracle Workflow

4. Applications Tier

5. DEV ERP05, ERP06 TEST ERP03, ERP04 PRODUCTION ERP01, ERP02 Organization ERP Servers 5 STANDBY ERPST01, ERPST02

6. Main Tasks of ERP Team Integrate ERP with other current systems. Ensure system consistency and security. Involve in phases of Implementation project cycle including Analysis, development, testing. Monitor and Manage ERP Modules and Users. Build custom RDF reports with XML Templets and custom java OAF pages on demand. Use SQL & PL/SQL modules to build custom packages, procedures, functions, .. etc Monitor, review and perform tuning of database reports queries Build and update AME rules and attributes of approval and Hierarchies of approval. Communicate with Oracle Support to get the best support Organization needs Administrate and support the HRMS, SCM and Finance Modules Support and training the end users. 6

7. System Administrator User Management Monitoring Services and requests Work Flow Administrator ….. … 7

8. Work Flow Administrator 8

9. User Management Role – Menu – Function - Reports 9

10. HRMS Integration with ACS with OTL Human Capital Management (HCM) SIT Self Services 10 HR core Self Service OTL(Timecard Labor) Payroll Performance Management Approval Management

11. Organization Key Modules Financials Family Supply Chain Planning (SCM) Human Capital Management (HCM) AP (Payable) AR (Receivable) GL (General Ledger) Assets Tax Cash Management Purchasing Inventory Order Management iProcurement iSupplier HR core Self Service OTL(Timecard Labor) Payroll Performance Management Approval Management

12. Major Oracle Application Product Families Oracle Financials Project Management Product Suite Supply Chain Planning and Management Suite Oracle Manufacturing: Discrete and Process Management Human Resources Management System Suite Customer Relationship Management Suite Customer Relationship Management Supply Chain Management Manufacturing Finance Projects Human Resources Oracle Workflow

13. R12 E-Business Suite Footprint General Ledger Receivables Payables Assets Cash Management Global Consolidation System Advanced Collections Internet Expenses iReceivables Treasury Lease Management Internal Controls Manager Financials Centralized Solution Set (FINS) Financial Services Accounting Hub (FSAH) Daily Business Intelligence (DBI) Balanced Scorecard Financials & Sales Analyzer Enterprise Planning and Budgeting Profitability Manager Financial Consolidation Hub Government, Risk and Compliance Manager Application Access Controls Application Configuration Controls Governance, Risk and Compliance Intelligence Financials Corporate Performance Mgmt. Government, Risk & Compliance New in R12

14. R12 E-Business Suite Footprint Human Resources Self-Service Human Resources Advanced Benefits Compensation Workbench iRecruitment Payroll Performance Management Time and Labor Workforce Scheduling Approvals Management Learning Management iLearning Tutor DBI for HR Project Costing Project Billing Project Resource Management Project Collaboration Project Management Project Portfolio Analysis Project Contracts DBI for Projects Human Resources Management Projects New in R12

15. R12 E-Business Suite Footprint Advanced Supply Chain Planning Constraint Based Optimization Inventory Optimization Global Order Promising Collaborative Planning Strategic Network Optimization Demand Management Advanced Forecasting & Demand Management Real-time Sales & Operations Planning Predictive Trade Planning Deduction and Settlement Management Trade Promotion Optimization Order Management Advanced Pricing Release Management Sales Contracts Configurator iStore Supply Chain Planning and Order Management Intelligence Enterprise Asset Management Self-Service Work Requests Asset Tracking Property Manager Supply Chain Planning Asset Lifecycle Management Order Management New in R12

16. R12 E-Business Suite Footprint Advanced Supply Chain Planning Constraint Based Optimization Inventory Optimization Global Order Promising Collaborative Planning Strategic Network Optimization Demand Management Advanced Forecasting & Demand Management Real-time Sales & Operations Planning Predictive Trade Planning Deduction and Settlement Management Trade Promotion Optimization Order Management Advanced Pricing Release Management Sales Contracts Configurator iStore Supply Chain Planning and Order Management Intelligence Enterprise Asset Management Self-Service Work Requests Asset Tracking Property Manager Supply Chain Planning Asset Lifecycle Management Order Management New in R12

17. R12 E-Business Suite Footprint Purchasing Sourcing Sourcing Optimization iSupplier Portal Procurement Contracts Services Procurement Advanced Pricing iProcurement DBI for Procurement Discrete Manufacturing Manufacturing Execution System Mobile Supply Chain Applications Flow Manufacturing Flow Sequencing Production Scheduling Repetitive Manufacturing Optimization Process Manufacturing Manufacturing Procurement

18. R12 E-Business Suite Footprint Inventory Management Mobile Supply Chain Applications Warehouse Management Transportation Management Transportation Operational Planning Logistics Inventory Visibility Forwarding & Brokering Operations Freight Payment, Billing & Claims Transportation Sourcing Transportation Cooperative Routing Fusion Transportation Intelligence Product Lifecycle Management Product Data Synchronization for GDSN and UCCnet Services CADView-3D Customer Data Management Product Information Management Financial Consolidation Logistics Product Lifecycle Management Master Data Management (Hubs) New in R12

19. R12 E-Business Suite Footprint Marketing Trade Management Advanced Pricing TeleSales Field Sales Sales for Handhelds Quoting Partner Management Proposals Incentive Compensation Marketing & Sales Intelligence TeleService Service Contracts Field Service Spares Management Advanced Scheduler Mobile Field Service Depot Repair i Support Service Intelligence Advanced Inbound Telephony Advanced Outbound Telephony Email Center Scripting Marketing and Sales Service Interaction Center Technology

20. Mission In support of Organization Strategic Plan, ERP team mission is to provide, through end-user’s engagement, outstanding applications and solutions that empower employees to: Provide exceptional services Effectively manages Organization’s business process Align ERP ( eBS ) applications with Organization’s business process.

21. Main roles: Functional Technical Techno-functional Middleware Database RAC / Grid Enterprise Security Role-Based Portal Access Performance Management Analysis, Planning & Reporting Compliance Framework Systems Management Applications Integration Services Process Orchestration User/System Configuration Data Hubs Application Server Web Services Development Tools Collaboration Tools

22. What Is Multi-Org? A server-side (applications and database) enhancement that enables single installation of Oracle Applications Keeps transaction data and some setup data separate and secure by different lines of business

23. Basic Business Needs The Multi-Org enhancement provides features that enable you to: Support multiple business units even if they use different ledgers Secure access to data on a single instance by line of business Define different organizational models Sell and ship from different legal entities Procure and receive from different legal entities Produce reports across entities or within a single entity

24. GL, FA AP, PO, AR, OM, and so on INV, MFG Ship Balancing Entity/Funds HR Inventory Organization Operating Unit GRE/Legal entity Ledger Business Group Bal Seg 1 Flexfield Security Rule Types of Organizations Supported in the Multi-Org Model Bal Seg 2

25. Features of MOAC Access one or more operating units using single responsibility. Enhanced reporting capability using: Reporting-level parameter Reporting context

26. Benefits of MOAC Using MOAC, a user can perform tasks for multiple operating units (OU) without changing their responsibilities. Responsibility Mexico Operating Unit Canada Operating Unit US Operating Unit Tasks users can perform using MOAC in multiple OUs: Enter Payables Invoices. View Consolidated Requisitions. Perform Collections. Process Receiving and Drop Shipments. Perform Customer Data Management. Perform Accounting Setup.

27. Accounting Setup Manager (ASM) Define Legal Entities Dashboard. Define Ledger. Define OU. Assign/view Legal Entities.

28. MOAC Setup: Create an Operating Unit Financials Accounting Setup Manager (Or) HRMS Organization Form

29. Applications Tier Desktop/Client Tier Database Tier Internet Web server/Listener Portal (PHP) Forms server Concurrent Processing server Servlet Engine Java Server Pages (JSP) Discoverer server Reports server Administration server Applications Tier

30. Profile Hierarchy Levels - Security Site level Application level Responsibility level User level

31. Forms Personalization: Rules and Actions Types: Global variables, Query-by-Example mode, Special menu entries, and Zooms Administration: Security, Loading, and Performance

32. Using Responsibilities Define or modify data group Define or modify menu Define or modify responsibility Exclude functions and menus Define application user Using Predefined Responsibility Using Custom Responsibility Define or modify request group Define application user

33. Defining Roles: Assigning a Single Responsibility to a Role and Granting Specific Functions Organizations can define multiple responsibilities for a single role. Employee Expenses Responsibilities Expenses Entry Expenses Search Approve Expenses Reporting Functions (menus) Role Employee Menu Tree/ Grant Flag

34. Auditing Oracle Applications Auditing user activity (Sign On Audit) Auditing database row changes (AuditTrail) Database Table Audit Table

35. Choosing a Responsibility Click a link to the function. Click a link to the responsibility.

36. Navigating from Personal Home Page to Applications Forms-based applications Self-Service Applications

37. Responsibility Relationships Responsibility menu User 1 User 3 User 2 User 4 One to many Many to many Responsibility 1 Responsibility 2 Responsibility 3

38. Shared Entities in E-Business: Examples Application administration AOL Logical unit entities Organizations Business sites (addresses) Locations Personnel who perform assigned tasks Employees Individuals credited with sales revenue Sales Force Buyers of the end product Customers Vendors we buy from Suppliers Raw materials, finished goods, or services Items Method of quantifying items Unit of Measure Accounting information records Ledger Description Entity

39. Application Object Library (AOL) Currencies Languages Menus Responsibilities Users AOL Site profile options

40. Using Concurrent Processing Submits request Request queue Request runs. Other online jobs Perform other online interactive tasks. Request 1 Request 3 Request 4 Request 2

41. Running Reports and Programs Concurrent processing: Run noninteractive tasks, such as reports and programs. It does not interfere with the interactive work you perform on your computer. Standard Request Submission (SRS): Use the SRS interface to run reports and programs. View report output online. Schedule reports and programs. View log information.

42. What is SIT, Special Information Type

43. SIT sample flow Human resources Workflow Submit SIT

44. Samples of emp-SITs ExpandOrganization Special Information GPRS Request Service Request Form Test Line Services Training Requisition Local Training Requisition Abroad Emergency Loan Request Employee Wedding Gift Employee Relation Requisition (Death) Employee Relation Requisition (New Born) Medical Expense Requisition Advance Payment Expense Report Donation Request Local Business Trip Advance Local Business Trip Report Int. Business Trip Advance Int. Business Trip Report

45. Samples of Manager-SITs Employee Transfer Request Employee Relation Requisition (School Fees) Employee of The Month Clearance Report

46. Workflow

47. Enabling E-Business Streamlined business processes play a critical role in the transformation to e-business. Workflow delivers a complete business process definition, automation, and integration solution. Workflow: The wiring for e - business

48. Workflow Activities: Examples A workflow is a set of business rules that can: Create accounting based on your requirements Route business documents internally for approval Initiate an outbound message (queue an approved purchase order for transmission to a supplier) Be started as a result of an inbound message (for example, an inbound Payables Invoice) Generate and send notifications that can be viewed from your personal home page or the Notifications Window Generate and send email to an email client (respond directly to notifications without accessing Oracle Applications)

49. Workflow Processes End And Customer: Send Order Acknowledgment. Customer: Credit Check Customer: Stock Check Customer: Advanced Shipment Order Process Customer: Send Supplier Invoice. Customer: Receive External Order. Customer: Get Order Details. Customer: Receive i Store Order.

50. Payroll

51. <   Insert Picture Here >   Payroll Definition Prerequisites Payment Methods Consolidation Set Payroll Valid Payment Methods Payroll Module Objectives

52. Payroll define, payment method

53. Payroll A Payroll defines a group of employees with a common frequency of payment and a common pay date. While Defining payroll following information needs to be provided Payroll Name: This is a free text which uniquely represents a payroll. When multiple payrolls exist for your organization, then it is essential to choose names that sufficiently distinguish between them. Period Type: This defines the frequency of the payment made to the employees. It can be Week, Bi-Weekly, Calendar Month, Lunar Month Etc.

54. Payroll elements Elements Element Links Balances Fast Formulas Formula Results and Processing Rules <   Insert Picture Here >  

55. Elements Elements are building blocks to hold the actual values for all types of benefits, earnings and deductions User defined names, types and values Elements provide a basic level of functionality Capture any type of information Eligibility based on assignment criteria Online or batch entry options

56. Recurring and Non-Recurring Recurring Means that the values for the entry recur in all subsequent pay periods until you change or end the entry Ex: You would expect a salary value to recur in all pay periods. Nonrecurring Means that the entry and the values for the entry exist for one pay period only Ex: You would expect a bonus to exist only for the period when it is to be paid.

57. Element links Links provide a basic level of eligibility rule based on specific work structures. • Ex: If you define a link rule for an allowance element to a specific location then an employee can have an entry of that allowance element only when they are assigned to that location.

58. Eligibility Rules You can link to any or combination of the assignment components: Organizations Locations Jobs Positions Grades Payrolls People Group Employment Categories Salary Basis

59. Element Link

60. Balances Balances show the positive or negative accumulation of values over a period of time

61. Balance example Balances show the positive or negative accumulation of values over a period of time

62. Fast formula Oracle Fast Formula is a simple way to write formulas using English words and basic Mathematical functions

63. Payroll run Element entries Run Quick run Error handling: Roll back run Retry run Prepayment Costing Transfer to SLA Create accounting Post Pre

64. Benefits to Payroll Total Compensation Strategic Staffing to Hire Compensation and Benefits Workforce and Sourcing Deployment Administer Employee Benefits Manage Benefits Enrollment Administer 3 rd Party Vendor Relationships Compensation and Benefits Determine Participant Eligibility Post to Payroll Administer Flex Spending Accounts Payroll to Payment Payroll Payroll

65. ACS 2 OTL Attendance Readers Network X Out (next day) OTL Upload to Timecard About 15 min. Process: deduction, Overtime Leaves Shifts Off-Days Holidays RP …. etc Show in emp-self-service OTL (Daily around 11:00 AM) ACS SQL-server X Double in/out X Missing in/out

66. Approvals in Appraisal

67. OAF page of apprisals

68. Rates Rates

69. 76 Thank You…