oracle e-business suite: service family
TRANSCRIPT
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Oracle E-Business Suite: Service Family Update, Strategy and Roadmap (11292)Continued Investment
John OlszewskiSenior DirectorEBS Product Management
12:45 PM, April 9, 2019GH 4th Floor, Texas Salon A
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Confidential – Oracle Internal/Restricted/Highly Restricted 3
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EBS 2018 Innovations - Announcement and Video12.2.8 Generally Available Oct 5, 2018
EBS Learning Subscription: education.oracle.com/subscriptions/ebs
• Oracle E-Business Suite 2018 Innovations (pdf)
• Oracle E-Business Suite 2018 Innovations (Video)
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CONTINUOUS INNOVATION ON EBS 12.2 WITH PREMIER SUPPORT THROUGH
AT LEAST 2030
Delivering Ongoing Innovation and Underlying Technology Stack Updates
without Major Upgrade
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
Continued Investment and Support for Years to Come without Major Upgrade
EBS Release Roadmap: Continuous Innovation on EBS 12.2
12.2 12.2.3 12.2.4 12.2.5 12.2.6 12.2.7 12.2.8 12.1 12.1.2 12.1.3
Latest Release
PREMIER SUPPORT THROUGH:
• Release 12.1: Dec. 2021
• Release 12.2: At least 2030
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation.
Copyright © 2019 Oracle and/or its affiliates. All rights reserved
5/2009 12/2009 8/2010 9/2013 12/2013 9/2014 10/2015 9/2016 9/2017 10/2018
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
12.2.4
Fusion Middleware
11g
12.2.7
12.2.8
8
Update Underlying Technology while Keeping the Same Level of EBS Code
Continuous Innovation on EBS 12.2
11.5.10
iAS 1.0.2.2
12.1.2
Application Server
10g
EBS Upgrade
12.1.312.2.0
Future Fusion
Middleware
12.2.7
12.2.8
Tech Stack Upgrade
12.2.x
12.2.0
FutureFusion
Middleware
Tech Stack Upgrade
12.2.7
12.2.8
12.2.x
EBS Upgrade
• Uptake new middleware without major EBS upgrade• No need to rewrite customizations
• Create, comment, and vote on ideas– Available in 30 EBS Communities
– Across EBS: ERP, SCM, HCM, Appstech
• High participation– 5K+ ideas for EBS created since 2014 inception
– 14K+ users and 75K+ comments
• EBS Development uses customer voting as input to product planning– Customers can vote an idea up or down
– Many 12.2.x features are customer voted ideas9
Customer Voting in My Oracle Support CommunityParticipate in Social Enhancement Process
Ideas in a Support Community
Indicator of customer voted ideas
Create an idea
Engage in an idea
Vote up or down
Add a comment
Bookmark
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Oracle EBS Summit 2019Oracle Conference Center350 Oracle ParkwayRedwood Shores, CA94065
Updates and Product Planning for the following EBS Product AreasOrder Management, Logistics, Procurement and Contracts, Projects, Lease & Finance ManagementEnterprise Asset Management, Customer Service, Field Service, and Depot RepairManufacturing, In-Memory and Adaptive Intelligence ApplicationsE-Business Suite on Oracle Cloud Infrastructure (OCI)
Updates and Planning for EBS solutionsValue of EBS 12.2, Planning the Upgrade to EBS 12.2Enterprise Command Centers, EU GDPR, IFRS 15 and IFRS 16
12Copyright © 2019, Oracle and/or its affiliates. All rights reserved.
Strategic Investments for Oracle E-Business SuiteEBS Investment in these 3 areas
FUNCTIONAL INNOVATION
Rich functional flows for modern business
• Enterprise Command Centers (ECC)
• IoT and Big Data Apps
• Extend with Cloud Apps
• Customer-Driven Enhancements
• Regulatory Compliance (GDPR)
MODERN USER EXPERIENCE AND MOBILITY
Simple and actionable user experience
• Mobile Apps
• Enterprise Command Centers (ECC)
• Tablet UI Optimization
• More HTML UIs
OPERATIONAL EFFICIENCY
Lower cost and effort for optimized operations
• Online Patching
• Run EBS on Cloud
• Applications Management
• Automated Testing
• Latest Technology Uptake
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. | 13
Driven by Today’s Business Requirements
EBS Innovation in 2018
• EBS 12.2.8
• Capabilities Delivered Outside of EBS 12.2.8– Enterprise Command Centers
– Mobile Release 8
– Person Data Removal Tool for Data Privacy Standards
– IFRS 16 / ASC 842 for Equipment Leasing
– IFRS 15 / ASC 606 for Revenue Recognition
– HRMS Release Update Packs
– EBS on Oracle Cloud Infrastructure
Projects & Procurement
Financials
HumanCapital
Asset Lifecycle& Service
Manufacturing& Planning
Order Mgt & Logistics
Procurement& Projects
HumanCapital Mgt
Financials Manufacturing
Projects & Procurement
Financials
HumanCapital
Asset Lifecycle& Service
Manufacturing& Planning
Order Mgt & Logistics
EBS
Order Mgt& Logistics
Asset Lifecycle& Service
Procurement& Projects
ManufacturingHuman
Capital Mgt
FinancialManagement
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. | 14
Simple Actionable User Experience
Oracle EBS User Experience and Mobile Strategy
Enterprise Command Centers More HTML UIsLatest Oracle UI Look & Feel
Modern User Interactions
Smartphone Apps
EBS 12.2 EBS 12.1.3 and 12.2
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
Foundation: Installed Base/Asset Tracking, PIM, TCA, Calendars, Territories, Workflow
Integrations: HR, WIP, Order Management, Inventory, Logistics, Projects, OTL, Inquira
• iSupport (WEB Self Service)
• Knowledge Management
• Email Center
• Remote (M to M)
• Preventive Maintenance
• Advanced Inbound CTI
• Contact Center
• Service Request
• Scripting
• Customer Service Logistics
• Charges and Billing
• Service Contracts
• Field Service (DC, Portals)
• Advanced Scheduler
• Spares Management
• Mobile Field Service
• Service Parts Planning
• Depot Repair
• CMRO
SelfService
AssistedService
OnsiteService
Escalation Escalation
Integration Integration
EBS Service Products
EBS Service Product FamilyComprehensive Customer Service, Tech Support, Field Service and Depot Repair Solution
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
Oracle E-Business SuiteService Update and Roadmap
1
2
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Service 12.2 Highlights
Service 12.2.8 (released Oct. 5, 2018)
Service 12.2.9
Service Roadmap
Additional Information Sources
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4
5
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
12.2 Highlights12.2.1 thru 12.2.5
• Execute Project Tasks using Field Service
• Service Request Operating Unit Security (MOAC)
• Service - Inquira/Oracle Knowledge Integration
• Auto Create OTL Timecards
• Technician Self Scheduling (FSTP)
• New Dispatch Center HTML UI
• New Contact Center HTML UI
• Charges UI - Mass Updates and Drill Down to Credit Memos
• Rich Text Notes (HTML UIs only)
• Email Center automatic Service Request Creation improvements (more tags, etc.)
• Continue HTML Customer Service UIs Build Out
• Reserve Parts when save Charge and Debrief Lines
• Auto create Part Requirements from Charges Estimates
12.2
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
12.2.6 Highlights
• Multiple Product Service Requests
• HTML Contact Center Build Out
• HTML Service Request Build Out
• Task Status Transitions by Task Type
• Mobile Service Manager (EBS Mobile Release 5)
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Customer Service and Support
12.2.6
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
12.2.6 Highlights
• Capture and Upload Mobile Device GPS Locations
• GPS based Emergency Task Scheduling
• Smartphone and Outlook Calendar Integration (Released on 12.1.3)
• MP MFS Enhancements – Close gaps with old O-Lite MFS Laptop Application
– Multiple Users, Customer/Product Download, etc.
• Preventive Maintenance Schedule Drill Down UI
• Spares Inventory Org Security
• Shipment Date/Time Optimization
• Advanced Lead Times (Transit Times plus Order Processing Time)
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Field Service and Spare Parts Management
12.2.6
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
12.2.7 Highlights
• HMTL Service UI Enhancements
• Scheduler – New Resource Cost Factor
• Part Order Packing and Shipping Instructions
• Copy Part Requirements
• Optional Reservations on Parts Receipts
• Labor Debrief Reasonability Check
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Service Family
12.2.7
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
Oracle E-Business SuiteService Update and Roadmap
1
2
3
Service 12.2 Highlights
Service 12.2.8 (released Oct. 5, 2018)
Service 12.2.9
Service Roadmap
Additional Information Sources
22
4
5
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
12.2.8 Highlights
• Email Center – Create Service Requests with Multiple Contact Points
• HMTL Service UI – Display related Object Notes (IB, Debrief, Escalations, etc.)
• HMTL Service UI – Update and Remove Service Request Task Queries
• TeleService – Multiple Problems on a Service Request
• TeleService – Support Ship-to/Bill-to Parties not related to SR Customer
• FS Scheduler - Estimate Travel Times using Traffic History/Patterns (eLocation)
• Depot Repair – Select Parts from Product BOM
• Depot Repair – New Public APIs
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Service Family (excludes Depot Repair and Service Contracts)
12.2.8
Email Center – Capture Multiple Contact Points Email Center UI – Select Create Service Request
12.2.8
Email Center UI – Capture Phone and Email Address
Email Center – Capture Multiple Contact Points 12.2.8
SR History UI now displays all Related Object Notes and Audit Trails
HTML Service Request UI – Display all Notes12.2.8
Service Request Audit Trail
Task Audit Trail
Installed Base Notes
Debrief Notes
Escalation Notes
SR History UI now displays all SR Related Notes and Audit Trails
HTML Service Request UI – Display all Notes12.2.8
12.2.8HTML SR UI – Save/Update Task Queries
Save Task Queries
Update and Delete Task Queries
Map Queries to Responsibilities to control visibility/usage
Multiple Problems on a Service RequestBetter Customer Service, Easier Scheduling and Billing
• Capture multiple problems (“as reported”) for a each product on the Service Request
• Customer calls with multiple problems and only wants to track 1 SR and get 1 invoice
12.2.8
Ship To/Bill to Parties not related to SR CustomerSupport more complex Service Requests without having to setup TCA Relationships
12.2.8
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
• Travel Times can vary greatly by time of day and day of week
• Scheduler now uses Travel Time Estimates from Mapping Services– Previously Scheduler used average speed by road type
(highway, surface street, etc.) to calculate Travel Time
– Mapping Services used to get Travel Route and Distance can also provide Travel Time (current and at a future date and time)
• OOB support for eLocation Mapping Service
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Real Time and Forecasted Travel TimesGet Travel Time from Mapping Services
12.2.8
- 20 minutes from L1 to L2 tomorrow at 2 PM- 12 minutes from L1 to L2 at 11 AM tomorrow
12 minutes from current location to L2 right now -emergency task scheduling (12.2.6)
L1
L2
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
12.2.8 Highlights
• UX Enhancements: Select Parts from Product BOM
• New Public APIs
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Depot Repair
12.2.8
Depot Repair Usability EnhancementsAdd Materials from BOM to Job
12.2.8
View and select items from the exploded bill of materials View on hand, reserved and
available quantity of each item
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
Oracle E-Business SuiteService Update and Roadmap
1
2
3
Service 12.2 Highlights
Service 12.2.8 (released Oct. 5, 2018)
Service 12.2.9
Service Roadmap
Additional Information Sources
35
4
5
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
Field Service Enhancements
• Field Service Scheduler – Task Type Capacity– Limit amount of a trip that can be scheduled to a tasks of a certain type.
– For example, limit Preventive Maintenance Tasks to no more that 50% of a technician’s trip
– Improves coordination between planned and reactive field service (can easily share technicians)
• Field Service Scheduler UI – Capture missed SLA Reason Codes– For Example: Required Parts not Available, Higher Priority Emergency, etc.
– Used to measure scheduling process effectiveness
36
Field Service Optimization
12.2.9
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
Customer Service and Support Enhancements
• TeleService – Service Command Center
• TeleService – Advanced Pricing Integration
• TeleService – Invoices in HTML Contact Center
• TeleService – Ability to search using DFF fields
• TeleService – Ability to send service request notifications to non-employee owners
• iSupport – Ability to configure Employee access to internal service requests.
• iSupport – Ability to disable service request contacts
• iSupport - PO Number on Create and Update Service Request pages.
• iSupport - Support for Synonym and Fuzzy searches in Knowledge Management page
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Customer Driven
12.2.9
• Ensure SLA compliance – Identify service requests with potential SLA compliance
risks in-advance
– Identify tasks which can cause resolution delay
• Identify and act on critical service requests– Quickly identify escalated and high priority service
requests
– Take corrective actions to ensure critical service requests are worked on first
• Remove bottlenecks and balance workloads– Identify unassigned service requests
– Distribute workload to the right individuals/groups to ensure timely delivery of service
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Service Command CenterService Managers Dashboard
12.2.4 and above
• Ensure SLA compliance – Identify and act on at-risk service requests
– Identify tasks which can cause resolution delay
• Simplify service request prioritization– Quickly identify escalated and other high priority
service requests
– Plan work based on service request due dates
• Resolve service requests quickly– Quickly find similar service requests to enable faster
resolution
– Update service requests with seamless navigation to CS HTML pages.
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Service Command CenterService Agent Dashboard
12.2.4 and above
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
• Flexibility to meets the pricing needs of different industries– Medical Equipment Buying Groups
– Government Pricing Agreements
• Supports– Pricing Qualifiers
– Pricing Modifiers
– Static and Dynamic Formula
– Secondary Price lists
– Price Breaks
40
Service: Charges integration with Advanced Pricing12.2.9
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
• Profile option “Service: Enable Advanced Pricing in Charges” enables the feature (Default value – No)
• Seeded Qualifier Contexts:
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Service: Charges integration with Advanced Pricing12.2.9
Qualifier Context Attribute(s)
Customer Customer Name, Bill-to/Ship-to Party Site, Account Type, Customer Class, Customer Account Site, Sales Channel
Modifier List Pricelist, Bill-to Party Site
Party Information Customer Party, Ship-to Party Site
Order Line Category
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. | 42
TeleService – Invoices integration in HTML Contact Center
• Query Invoices• Drill Down to Invoice
Details
12.2.9
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. | 43
TeleService – DFF Search
• Search for service requests using Flex Fields (DFFs)
12.2.9
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. | 44
TeleService – Non-Employee Notifications
• Send Service Request Notifications to non-employee Owners- Partner Contacts- Supplier Contacts
12.2.9
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. | 45
iSupport Enhancements
• Support Administrators now have the ability to configure service request view access for employees. Supported Access Levels are:― View all internal SRs― View only those internal SRs where the user is a contact
• Ability to disable Service Request Contacts
• Added PO Number to Service Request pages― Users can enter a PO Number when SR is created/updated. ― SR PO Number is passed to Order Management/Invoicing by Service Charges UI
• Support for Synonym and Fuzzy searches in Knowledge Management page
12.2.9
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Service ContractsQuote Print Improvements
• Quote Print includes terms and conditions by default
• One task less for user to print terms and conditions
• No quotes without terms and conditions sent to customer
Quote CustomerContract Manager
Authors Send Printed Quote
Quote Print includes Terms &
Conditions
Terms &
Conditions
12.2.9
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
Depot Repair Enhancements
• Predictive Analytics Enhancements
• Rules Engine Enhancements: Serial Number Ranges
• UX Enhancements: Automatic Clock-in
• UX Enhancements: Material Quick Issue
• Better Integration: Launch OM Quick Sales Order Form
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Continued Investment
12.2.9
Depot Repair Predictive Analytics
• Predict root cause• Predict best fix• Automatically apply accepted
recommendations
12.2.7
• GA: 12.2.7 Patch #28263445 (July 2018)
• Demo: https://youtu.be/gWTXvvERfag
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
Oracle E-Business SuiteService Update and Roadmap
1
2
3
Service 12.2 Highlights
Service 12.2.8 (released Oct. 5, 2018)
Service 12.2.9
Service Roadmap
Additional Information Sources
49
4
5
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
Product Roadmap
• Auto Create Installation Service Requests
• Installation Coordinator Work Bench
• Order Management Milestone Billing (12.2.7)
• SR and Contact Center HTML UIs (SR history, interactions, duplicate checking, more IVR parameters)
• iSupport – TeleService Extended Attribute Sync
• Mobile Service Manager Enhancements (interactions, service history, knowledge access, tasks, etc.)
• Charges Advanced Pricing Integration (12.2.9)
• Charges Invoices and Payments
• Chat Integration
• Auto Email Customer Surveys
• HTML Service – Quality Plan Integration
50
Customer Service and CRM Foundation
Roadmap
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
Product Roadmap
• Continue HTML Dispatch Center Build Out/Support
• Continue investment in MFS (Wireless and Multi-Platform)
• Customer ERs (Missed SLA Reason, etc.)
• Field Service Debrief –> Quality Plan Integration
• Field Service ECC
• User Configurable Notifications (Technicians and Customers)
• Dispatcher/Manager Broadcast Messages
• Change Item Number when recover Defectives Parts
• Field Change Orders (active and passive)
• Spares Logistics Coordinator Workbench
• Simplified Preventive Maintenance
• iExpenses Integration (auto create Expense Report from Expense Debrief)
• OTL Integration Enhancements (corrections, etc.)
51
Dispatch/Scheduling, Field Service and Spares Management
Roadmap
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
Product Roadmap
• Enterprise Command Center UIs
• Additional Predictive and Prescriptive Analytics
52
Depot Repair
Roadmap
Copyright © 2019 Oracle and/or its affiliates. All rights reserved. |
Oracle E-Business SuiteService Update and Roadmap
1
2
3
Service 12.2 Highlights
Service 12.2.8 (released Oct. 5, 2018)
Service 12.2.9
Service Roadmap
Additional Information Sources
53
4
5
10 Meet-The-Experts (MTEs) - Grand Hyatt, Room: Salon B
• EBS Strategy and Roadmap
• EBS Technology Stack
• EBS Upgrades Best Practices
• Oracle E-Business Suite on OCI
• ERP (Financials, Procurement, Projects)
• EBS Order Management and Logistics
• EBS Service Family (Wednesday 8 AM Hyatt Salon B)
• In-Memory Cost Management Cloud Service
• Adaptive Intelligent Apps for Manufacturing
• EBS Manufacturing - Discrete and Process
54
Please visit the OAUG Collaborate website
3 Turbo Talks - Exhibitor Showcase
• EBS Cloud Manager for OCI
• EBS Enterprise Command Center (ECC)
• EU Data Privacy - Oracle E-Business Suite Customers
55
Please visit the OAUG Collaborate website
• Implementation, Technical Considerations and Customization
–Wed, April 10, 9:15 AM
–Wed, April 10, 2:0 PM (REPEAT)
• Deployment, Configuration and Review of EBS Lifecycle Management Capabilities
– Sunday, April 7, 1:45 PM
–Monday, April 8, 3:15 PM (REPEAT)
56
Hands-on-Lab (HOLs) - Room: 007D
EBS Enterprise Command Center - ECC EBS on OCI
Please visit the OAUG Collaborate website
58
Where to Find EBS News and Information:www.oracle.com/ebs
Strategy ~ Roadmap ~ Path to Cloud ~ Featured Resources Announcements ~ Videos ~ Product Info ~ Training ~ Doc
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Engage with Oracle Digital for License SalesFocused on Oracle E-Business Suite Customers
• Interested in purchasing EBS?
• Want to expand your EBS usage?
• Need EBS licensing help?
Contact the Oracle Digital team
MW
Matt [email protected] Group Sales Manager