oracle r12 om

Oracle Release 12 Update: Order Management

Kevin DeMartelaere

Oracle Principal Solutions Consultant

January 17th, 2008

Copyright ©207, Oracle. All rights reserved. Oracle & Google Confidential

R12 Agenda

• R12 Benefits: Oracle eBusiness Suite• R12 Order Management: New Features• R12 Order Management: Integration Points / New Features

Advanced PricingConfigurator Information PortalReceivablesSales & Service Contracts Install Base


R12 What’s New: All EBS Applications

• User Interface• Multi Organization Access Control• Centralized Tax Engine• Centralized Payment Engine• Customer and Supplier now 1 Schema• Process and Discrete Inventory now 1 Schema• Subledger Accounting• XML Published Documents• Personalization


New User Interface Experience

• Project “Swan”New Color, Icons and 3-D AppearanceConsistent with other Product Lines

• Reduced Pop-ups and Duplicate Screens• Improved Fonts• Increased Personalization Capabilities• Improved look and feel for portal, login screens• Customizable login screen to proceed to any page after

login (e.g., skip the portal page)


New Look ‘Login’


New Look ‘Forms’


New Forms ‘Replacements’


New Designs ‘html’


R12 Global Financial Management

Increase the efficiency of shared services and single database operations with streamlined processing, reporting, and access across operating units

SingleGlobal

Database

SingleGlobal

Database

Shared Service Center

Org 3Org 2Org 1

Examples: Payables, Purchasing, Collections, HR

DriveShared Serviceswith R12Financial ManagementInitiatives


Single Responsibility

Holland

Legal Entity

Denmark

Legal Entity

Belgium

Legal Entity

Belgium

Operating Unit

Holland

Operating Unit

Denmark

Operating Unit

Perform multiple tasks across

operating units (OUs) without changing

responsibilities

• Define and manage OUs from a central location• View and manage customers across OUs• Enter and pay invoices across OUs• Receive goods across any OU• Negotiate with suppliers for your enterprise, not just your OU

For Example:

R12 Global Financial Mgmt: Multi-Org AccessIncrease the efficiency of shared services and single database operationswith streamlined ACCESS, processing, and reporting across operating units


Single subledgertransaction (e.g.

invoice, payment)can create multipleaccounting entries

• Ensure both corporate visibility and local compliance by automatically creating accounting for all legal entities

• Simplify inter-account reconciliation for key business flows such as procure-to-pay or order-to-cash

• Streamline reporting and inquiries by leveraging a common and consistent data model across all subledger applications

R12 Global Financial MgmtSubledger AcctgIncrease the efficiency of shared services and single database operationswith streamlined access, PROCESSING, and reporting across operating units

Ledger B

French GAAP/IASPlan ComptableFrench Calendar

EUR

Ledger A

US GAAPUS COAUS Calendar

USD

Subledger TransactionSubledger

Transaction

Dr Cr


R12 XML… for All Business Documents


• Multi-Organization Access Control

• Enhanced Inventory Reservations (Acceptable Quality, Fair Share, POs, Work Orders, Other Supply)

• Customer Acceptance, Deferred Revenue and Costing

• Order Information Portal Enhancement

• Order Field Credit Card Security Code and Encryption

• Mass Scheduling Background Program

• Scheduling ATO Items without BOM (Outsource Mfg)

• Workflow Resubmission Exception Enhancement

• Customer Credit Check across Operating Units

• Enhanced Header Attribute Cascading

• Centralized eTax & Payment Engine

• Miscellaneous Shipments for Legacy Systems

• Telco Payment Due w/Order & Billing / Recurring Charges Support

• Process Inventory Convergence

R12 Order Mgmt / Shipping Execution New Features


R12 OM Order Information Portal• A way for customer to let you know they’ve ‘accepted’

the goods and services you have sold them.

• A way to defer invoicing and/or revenue recognition until the customer accepts Determine when Acceptance is required View/update Acceptance attributes on order line Record Acceptance/Rejection (from Header or Line) View Acceptance details on order line Defer Invoicing/Revenue Recognition

• Supports multiple item types – Standard, Service, ATO / PTO Model, Kit

Field Service,Depot Repair

iStoreAdvancedPlanning

Purchasing,Receiving

MFG/WIPProject Mfg

ServiceContracts

Order Management EBS Integration

OrderManagement

CreditCheckCreditCheck

Pick, Pack& Ship

Pick, Pack& ShipTrack &

DeliverTrack &Deliver

Invoice,CreditMemo

Invoice,CreditMemo

ATP / GTPATP / GTP

ScheduleSchedule

Con-figureCon-figure

Price,MarginCheck

Price,MarginCheck

Work

flow

Workflow

Workflow W

orkflo

w

TeleSales

Quoting,Sales Contracts

Install Base,TeleService

DemantraInventory,Costing

TradeManagement

eTax, PaymentEngines

IncentiveCompensation

AdvancedPricing

Bills of Material,Configurator

Warehouse MgmtTransportation

Receivables,Credit Mgmt

FrontOffice

Activity

BackOffice

Activity

Field Service,Depot Repair

iStoreAdvancedPlanning

Purchasing,Receiving

MFG/WIPProject Mfg

ServiceContracts

Order Management EBS Integration

OrderManagement

CreditCheckCreditCheck

Pick, Pack& Ship

Pick, Pack& ShipTrack &

DeliverTrack &Deliver

Invoice,CreditMemo

Invoice,CreditMemo

ATP / GTPATP / GTP

ScheduleSchedule

Con-figureCon-figure

Price,MarginCheck

Price,MarginCheck

Work

flow

Workflow

Workflow W

orkflo

w

TeleSales

Quoting,Sales Contracts

Install Base,TeleService

DemantraInventory,Costing

TradeManagement

eTax, PaymentEngines

IncentiveCompensation

AdvancedPricing

Bills of Material,Configurator

Warehouse MgmtTransportation

Receivables,Credit Mgmt

Cart2Order & Track

Quote2Order/Ts&Cs

Quote,Order,Inquiry

RMAs,Charges,Orders

Warranty,Ext Service

History,Order,Charge

Demand2Promise

Drop Ship, RMA Rcv

ATO/PTO, Rules

Work Order

Project Order

Invoice,Credits,Expr

Pick,Back2Back,Rate

Sh

ipm

ent

His

tory

O.H

.,,M

arg

in,C

OG

S

Acc

rual

,Reb

ate,

Dis

ti

Ru

les,

Lis

ts,A

gm

ts

Glo

bal

Rat

esBo

oki n

gs

FrontOffice

Activity

BackOffice

Activity


R12 Product Configurator New Features

Pain Point R12

ProvidesBenefit

x Extensible Product Data attributes disconnected from Configurator development

PLM User-Defined

Attributes Import

PLM Attributes can be utilized in Configurator

Leverages customers’ investments in both products

x No way to copy Models between instances

Model Migration

Improved Configurator instance management flexibility

Reduced manual maintenance and time-to-market

x Cumbersome custom UI development

Java Server Pages (JSP) Tag Library

Increased UI creation flexibility Adherence to look-and-feel

guidelines Allowance for 3rd-party UI

development tools


R12 Advanced Pricing New Features

• MOAC for Pricing Security• Continuous Price Breaks

Example: The first break (0-100) means greater than 0 but less than or equal to 100. A quantity of 100 is eligible for the first price break range (0-100), but a quantity of 100.1 would be eligible for the second price break range (100-200).

• Price Books• Support TCA Party Hierarchy• Support Hierarchical Product Categories


MOAC


Introduced 11.5.9


• Price books and delta price books• Fast and accurate communication of pricing to

customer/partner/supplier• Multiple request and publishing options to meet varied business needs• Reduces cost and complexity custom reporting• Multi-currency price lists supported for Price Book generations• PDF output

R12 Advanced Pricing New FeaturesPrice Books


• Support for the party relationship structure provided by Oracle’s Trading Community Architecture. Party Qualifier based price lists and modifiersApply not only to the qualifying party but also to all parties below in the

party hierarchy

• Support for flattened and hierarchical item categories (PLM)Users can now define one or multiple functional areas for a given

source systemEach functional area will have an associated category set that may be

hierarchical or flattened

R12 Advanced Pricing New FeaturesTCA Party & Item Hierarchy


Trading Community Architecture


• Multi-Organization Access Control • Centralized eTax & Payment Engine (Encryption)• AP/AR Netting (Leverages AP Trade Netting Agreements)• Balance Forward Billing• Credit Card Chargeback• New Customer Master UI Design• Line Level Cash Applications• Refunds Enhancements (New Activity to Create Negative Receipt that

Auto Remittance sends to Payment Engine)• Revenue Management Enhancements

Contingencies / Deferred Revenue MgmtRevRec and Cost in Same PeriodDaily RecognitionSplit Period Recognition Rules

R12 ReceivablesNew Features

Partial Period Billing

Partial Period Revenue Recognition


R12 Sales Contracts New Features

Contract Authoring and Collaboration• Microsoft Word Synchronization (Word 2003)• Contract Policy Deviations• iStore integration with Contract Expert

Contract Administration & Visibility• Sales Contract Workbench• Multi-org Access Control (MOAC)• Contract Access from Customer 360 view

Contract Analytics and Reporting• Sales Agreements DBI• Contract Clause Analysis


R12 Service ContractsNew Features

Contract Authoring Enhancements• Standard Coverage Mass Update• Multi-Org Access Control• Publish Contract for Online Acceptance• Line Level Cancellation • Oracle eTax uptake

Contract Renewal Enhancements• Renewal Negotiation Lifecycle Management• New Defaulting Rules for Renewal Management• Administrator Workbench• Improvements to Online Renewal Portal UI• Enhanced Communication Templates• Flexible Approval Rules


Contract Billing and Revenue Enhancements• Partial Period Billing (AR)• Partial Period Revenue Recognition (AR)• Deferred Revenue Management (AR)• Credit Card Encryption (Payment Engine)

Enhanced Installed Base Integration• View Impacted Contracts

IB Mass Updates – specify impact to service• Terminate Usage when Item Instance terminates

New Search and Inquiry Capabilities• HTML Contract Search• View Service Contract Details in HTML

R12 Service ContractsNew Features


• Consolidated Asset Tracking Repository• Contracts & IB Usability UI Improvements• Mass Update & Contract Impact Verification • Transfer of Ownership using Order Fulfillment

R12 Install BaseNew Features


Thank You