fusion applications - pim deep dive

18
Fusion Apps Deep Dive Session - SCM Functional Nachiketa Sharma BS, MS

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Fusion Applications - PIM Deep Dive

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Page 1: Fusion Applications - PIM Deep Dive

Fusion Apps Deep Dive

Session - SCM Functional

Nachiketa Sharma BS, MS

Page 2: Fusion Applications - PIM Deep Dive

PIM Overview

Page 3: Fusion Applications - PIM Deep Dive

The New Standard for Adoption Choice of Functionality

Oracle Fusion Financial Management

General Ledger

Accounts Payable

Payments & Collections

Asset Management

Accounts Receivable

Cash & Expense

Management

Common Modules KPIs, Dashboards, & Extensibility FW

Oracle Fusion Human Capital Management

Oracle Fusion Supply Chain Management

Product Master Data

Management

Distributed Order

Orchestration

Inventory Management

Global Order Promising

Cost Management

Shipping & Receiving

KPIs, Dashboards, & Extensibility FW

Oracle Fusion Project Portfolio Management

Project Costing

Project Billing

Project Control

Project Performance

Reporting

Project Integration Gateway

Project Contracts

KPIs, Dashboards, & Extensibility FW

Oracle Fusion Customer Relationship Mgmt

Customer Master Sales Marketing

Incentive Compensation

Mobile & Outlook

Integration

Territory & Quota Mgmt

KPIs, Dashboards, & Extensibility FW

Financial Compliance

Issue & Risk Manager

Access Controls

Transaction Controls

Configuration Controls

KPIs, Dashboards, & Extensibility FW

Oracle Fusion Governance, Risk & Compliance

Global Human Resources

Workforce Lifecycle

Management Benefits

Compensation Management Talent Review Performance

& Goal Mgmt

Global Payroll

Network @ Work

KPIs, Dashboards, Extensibility

Oracle Fusion Procurement

Purchasing Self-service Procurement

Sourcing

Supplier Portal

Spend & Performance

Analysis

KPIs, Dashboards, & Extensibility FW

Procurement Contracts

Page 4: Fusion Applications - PIM Deep Dive

Multiple Product Information Systems

Sources: 1- Ventana Research 2- Yankee Group 3- Sema

• 80% of companies are not confident of their product data quality1

26% of parts missing in distributors’ system

• 66% use custom code or manual process to create single product record1

48% of parts in distributor’s system do not exist in supplier’s catalog

• 75% have difficulties standardizing product data1

Brand identification code is mismatched 66% of the time

Consequences

2

• Avg. company has 2+ PDM/PLM/CAD applications

• Avg. company has 3+ ERP Instances

• Avg. company has 2+ Sales Catalogs

• Avg. company has 6+ Order Capture /Fulfillment systems

Page 5: Fusion Applications - PIM Deep Dive

Common Product Model Guiding Principles

– Provide a central repository for the entire Fusion Suite to

store and manage information related to all types of

products and services

– Provide common UI components to enhance consistent User

Experience

– Model each entity only once and reuse in different business

processes

– Provide business user extensibility and configurability to

minimize customizations

– Support all business models, industries, and geographies

Page 6: Fusion Applications - PIM Deep Dive

CPM – Common Product Model

– CPM – Enterprise Common Product Model

– Oracle’s central repository for product and service information, underlying all Oracle Fusion Applications

* This diagram depicts only a small subset of the application families might utilize CPM

Common Product Model Item Definition, Relationships, product structures, common UI components

Oracle Fusion Application Families*

Marketing (CRM)

Sales (CRM)

PIM (MDM)

DOO (SCM)

Inventory (SCM)

Costing (SCM)

Financials

Page 7: Fusion Applications - PIM Deep Dive

Oracle Fusion Product Hub Solution – Layered

Products

Product Hub

Import Workbench

Data Quality Integration

Source System Cross Reference

Publish Services

Product & Catalog Mgmt User Defined Attributes (Static & Transactional)

Trading Partners

Policies

Product Rules

Versions

New Item Definition Request

Change Management

Item Class Hierarchy

Mass Updates

Keyword, Parametric Search

Advanced Catalog

Images

Product Model

Operational Attributes Bills Of Materials Functional Catalogs Relationships/Trading Partner Items Organizations Attachments

Page 8: Fusion Applications - PIM Deep Dive

Fusion Product Hub

Architecture

Page 9: Fusion Applications - PIM Deep Dive

What’s new in Fusion Product Hub V1? Combines best features from EBS, PSFT & Siebel Product Master and Catalog

Management products while enhancing existing features and providing innovations

Enterprise Common Product Model which will provide a foundation for all Fusion Applications that will need product data.

Decoupled from Inventory Organizations alleviates need to setup Financials (Chart of Accounts, GL Calendars, Set of Books etc)

Revision Code has been enhanced to 18 characters as opposed to 3 characters. Revisions will be sorted by effectivity date as opposed to an alphanumeric sort

Rationalized Data Model for Item Relationships and Trading Partners

Common Services for item search(item picker) and contexual actions

Two products:

Product & Catalog Management: provides extensibility, governance workflows, product taxonomy

Product Hub: provides master data management functionality to consolidate, cleanse, publish product data from heterogeneous systems

Page 10: Fusion Applications - PIM Deep Dive

What’s new in Fusion Product Hub V1? (continued…Key Functional Capabilities)

Item Management

Real time error checking and data quality functions during item creation process

Item Versions for streamlined release management

Configurable item overview page and Operational attribute security

New Trading Partner Item to model Competitor Items

SOA Based business Web Services

Groups Spaces Integration

Data Discovery, Tracking and Mass Updates

Item Supplier criteria as part of Advanced Search

ADFdi (Excel) integration for Mass Updates

Product Dashboard with OOTB embedded analytics to track and monitor key KPI’s and metrics

Classification and Catalog Management

Inheritance of Definition Workflow Steps

Application domain meta data for Transactional Item Attributes

Master Catalogs with shareable categories and content

Images and attachments for Product Catalogs for richer content

Page 11: Fusion Applications - PIM Deep Dive

What’s new in Fusion Product Hub V1? (continued…Key Functional Capabilities)

Data Governance Workflow

Multi class New Item Requests

Support for authoring operational attributes in new item requests

Extended definition steps – structures, attachments, organizations

Optimized task based notifications

Product Business Rules based Change Policies

Page 12: Fusion Applications - PIM Deep Dive

– Item: An entity that represents products/services that a business manufacturers, stocks or sells

– Item Revision: Allows tracking changes to an item or its data over a period of time and generally represents a form/fit/function of the item at a given point in time.

– Item Version: allows tracking of granular change to item data(that typically does not constitute a form/fit/function change) within a given revision

– Item Attributes: Attributes describe a product or a service in terms of its characteristics, features or properties.

Operational Attributes (pre-defined attributes)

Transactional Item Attributes

Extended or User Defined Attributes

– Item Relationships: Allows you to relate an item to another item for various contexts

– Item Associations: Allows you to associate items to different business contexts i.e. organization, supplier items, sites. These are also sometimes referred to as intersections

– Trading Partner Items: Items that represent products from external parties such as manufacturers, customers, competitors

– Item Class: A classification hierarchy to logical group products sharing similar characteristics to create a product taxonomy

– Item Catalogs: A hierarchy for categorizing products belonging to similar product families

– Product Structure/Bills of Material: A product hierarchy consisting of child items that make up a end item

– New Item Request: A formal workflow that allows orchestration of the definition and approval of an item

– Change Order: A formal workflow to define, manage, approve and implement product related changes

Basic Terminology : Items

Page 13: Fusion Applications - PIM Deep Dive

Item Class Hierarchy

1 Electronics & Computers

• Voltage • Dimensions

1.2 Audio, TV & Home Theater

• Inputs • Outputs

1.3 Cameras 1.1 Computer & PC Hardware

• CPU • Memor

y • Storage

1.2.1 Audio & Video Systems 1.2.2 TV 1.2.3 Home Theater

1.2.2.1 Flat Panel

• Technology • Resolution

1.2.2.2 Rear Projection 1.2.2.3 CRT

• Voltage • Dimensions

• Voltage • Dimensions

• Mega Pixels • Shutter

Speed

• Voltage • Dimensions

• Voltage • Dimensions • Inputs • Outputs

• Single/Multi Disc

• CD/DVD/VCR • Hi-Def

Format

• Voltage • Dimensions • Inputs • Outputs

• Diagonal Size

• Voltage • Dimensions • Inputs • Outputs

• Surround Sound Format

• # of Speakers

• Voltage • Dimensions • Inputs • Outputs • Diagonal Size

• Technology • Resolution • Thickness

• Voltage • Dimensions • Inputs • Outputs • Diagonal Size

• Voltage • Dimensions • Inputs • Outputs • Diagonal Size

• Flat Screen • CRT Type

Attribute Groups defined for IC1

Attribute Groups inherited from

IC1

Attribute Groups defined for

IC1.2

Page 14: Fusion Applications - PIM Deep Dive

Item Class Hierarchy

IC Electronics & Computers

• Voltage • Dimensions

AG Dimensions

• Length • Width • Height • Diagonal

AT Diagonal

• TV Diagonal Sizes

VS TV Diagonal Sizes

• 36 inch • 40 inch • 50 inch

Page 15: Fusion Applications - PIM Deep Dive

Transactional Item Attributes Class:DSL

512 Kbps

1 Mbps

3 Mbps

Meta data defined at Item

Catalog Category and defaulted and modified at

Product level

Sales Order: SO1234

High Speed DSL Speed:1Mbps

Speed

Value specified during business transaction

Product:High Speed DSL

512 Kbps

1 Mbps

3 Mbps

Speed

Domain Values

Required Hidden Def Value

Yes No 512 Kbps

Required Hidden Def Value

Yes No 1Mbps

Attribute

Page 16: Fusion Applications - PIM Deep Dive

16

Item Versions -

Overview

Introduce minor item

changes in collaborative manner

Track item change

history

July 1’ 2009

Version V1.0

Motherboard

CPU

GPU

DVD 48 X

December 1’ 2009

Version V2.0

Motherboard

CPU

GPU

DVD 96 X

Page 17: Fusion Applications - PIM Deep Dive

New Item Request

Point of Sale

Quality

Assurance

Regulatory

Accounting

Logistics

Marketing

Information

Technology

Distribution Center

Research &

Development

Purchasing

Manufacturing

Graphic Arts

De-centralized Data capture via workflow across departments

New Item request is a process, which allows customers to orchestrate the definition and approval of new products within their enterprise.

When creating a new item, various aspects of an item like attributes, structures, attachments, relationships etc., could be authored by one or more domain experts in the organization. The orchestration is defined via metadata setups which drive a generic composite (Human Workflow, AMX & OBR).

Page 18: Fusion Applications - PIM Deep Dive

Q & A