oracle release 12 update: order management kevin demartelaere oracle principal solutions consultant...
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Oracle Release 12 Update: Order Management
Kevin DeMartelaere
Oracle Principal Solutions Consultant
January 17th, 2008
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R12 Agenda
• R12 Benefits: Oracle eBusiness Suite• R12 Order Management: New Features• R12 Order Management: Integration Points / New Features
Advanced Pricing Configurator Information Portal Receivables Sales & Service Contracts Install Base
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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
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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)
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New Look ‘Login’
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New Look ‘Forms’
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New Forms ‘Replacements’
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New Designs ‘html’
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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
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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
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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
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R12 XML… for All Business Documents
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• 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
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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
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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
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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
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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
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MOAC
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Introduced 11.5.9
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Introduced 11.5.9
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Introduced 11.5.9
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• 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
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• 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
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Trading Community Architecture
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Trading Community Architecture
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Trading Community Architecture
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Trading Community Architecture
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• 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 Mgmt RevRec and Cost in Same Period Daily Recognition Split Period Recognition Rules
R12 ReceivablesNew Features
Partial Period Billing
Partial Period Revenue Recognition
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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
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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
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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
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• Consolidated Asset Tracking Repository• Contracts & IB Usability UI Improvements• Mass Update & Contract Impact Verification • Transfer of Ownership using Order Fulfillment
R12 Install BaseNew Features
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Thank You