R12 Oracle E-Business Suite Essentials for Implementers

What you will learn: Students will learn how to access and navigate within the R12 Oracle E-Business Suite and will understand how to enter data, retrieve information in the form of a query, and access online help. This course also provides an introduction into shared entities, key business flows, functions and integration points between products within the R12 Oracle E-Business Suite. The R12 Oracle E-Business Suite Essentials for Implementers course provides a prerequisite functional foundation for all R12 EBusiness Suite Fundamentals offerings. Demonstrations and hands-on practice activities reinforce the fundamental concepts. Learn To: Identify features of Multiple Organizations and Multiple Organization Access Control (MOAC), and their enhanced reporting benefits to a shared service enterprise Describe the features of R12 Oracle Workflow Define key and descriptive Flexfields Navigate R12 Oracle Applications Explore major architectural components of R12 Oracle E-Business Suite Basic concepts of R12 Oracle System Administration

Course Objectives: Navigate within R12 Oracle E-Business Suite Understand conceptually the major architectural components of R12 Oracle E-Business Suite Describe features and benefits of Multiple Organization Access Control (MOAC) Define key and descriptive Flexfields Identify shared entities across R12 Oracle E-Business Suite Learn the key features and benefits of R12 Oracle Work-flow Describe basic concepts of R12 Oracle System Administration Create Oracle Alerts and test a Periodic Alert

Course Topics: Overview of Essentials for Implementers

Course purpose Course topics More help

Navigating in R12 Oracle Applications

Logon and off of Oracle Applications Using forms & menus Entering data using forms Searching forms Accessing Online Help

Introduction to R12 Oracle Applications

Introduction to R12 Footprint Benefits of R12 Footprint R12 E-Business Suite Architecture Basic Technical Architecture Overview of Oracle file system and directories

Shared Entities and Integration

Shared entities and Non-key shared entities Overview of E-Business Suite business flows and Integration

Fundamentals of System Administration

Application Security Overview Function Security Data Security Profile Options Standard request submission (SRS)

Fundamentals of Flexfields

Basics of Flexfields Define Value sets Define Key Flexfields Define Descriptive Flexfields Flex field enhancements in R12

Fundamentals of Multiple-Organization and Multiple-Organization Access Control (MOAC) Introduction to Multiple-Organization and Multiple- Organization Access control (MOAC) Types of organizations supported in the Multi-Org model Multiple-Organization Access Control Setup and Process Reporting across entities Key Implementation consideration

Fundamentals of Oracle Work-flow & Alerts

Overview of Work-flow Oracle Work-flow Home Pages Work-list WebPages Work-flow Monitor WebPages Overview of Alerts Difference between work-flows & alerts

Fundamentals of Daily Business Intelligence and Oracle Fusion Business Intelligence

Overview of Daily Business Intelligence Overview of Fusion Business Intelligence

R12 Oracle Inventory Management Fundamentals

What you will learn: This class focuses on the features, functions, and benefits of Oracle Inventory. Students learn how to define items, enable lot control, enable serial control, enable dual unit of measure control, perform inventory transfers, perform inventory replenishment, perform a cycle, view on-hand quantities, create reservations, and setup material statuses. Students also learn where Oracle Inventory fits in the overall enterprise structure. This course reflects the logical flow of the processes involved in inventory management. For example, this course covers defining items, receiving items, issuing items, and replenishing items in the same order. The exercises in this course provide hands-on experience on using Oracle Inventory to perform many of the processing and inquiry transactions such as receiving, moving, replenishing inventory items, and generating count tags for physical inventories. The hands-on exercises also help you understand how to use mobile devices to perform transactions such as cycle counting and inventory replenishment. Learn To:

Set up organizations that correspond to your business units in Oracle Applications Define inventory items for Oracle Supply Chain Applications Perform inventory replenishment Perform ABC classification and cycle count Perform inventory transactions Use mobile devices to perform inventory transactions

Course Objectives:

Understand the structure of an inventory organization in Oracle Inventory Understand how to perform inventory transactions using a mobile device Understand the planning and replenishment methods available in Oracle Inventory including min-max planning, reorder-point planning, replenishment counting, and Kanban replenishment Understand the role of an item-master organization Define items in Oracle Inventory Understand the concept of move orders Learn to implement locator, revision, serial, and lot control for items Perform inventory transactions such as subinventory transfer and interorganization transfer Set up shipping networks between inventory organizations and understand the significance of direct shipment and in transit shipment Understand how to create units of measure Understand how to create reservations Understand how to view on-hand quantities

Understand how to define material statuses Understand how to define and maintain a cycle count Create an ABC ranking of items to be used in cycle counting Understand the overall inventory process in Oracle Inventory

Course Topics: Overview of Oracle Inventory

Receiving Inventory Transferring Inventory On-hand and Availability Issuing Inventory Inventory Accuracy Discussing Inventory Application Integration

Inventory Structure

Overview of Inventory Structure Setting up the Inventory Organization Structure Defining Organization Parameters Defining Shipping Networks Defining Subinventories and Locators

Units of Measure

Defining Units of Measure

Defining and Maintaining Items

Defining Items Process Using Item Templates Assigning Items to Organizations Categories, Category Sets, and Catalogs Deleting Items

Lot and Serial Control

Setting up Lot Control Maintaining Serial Information Maintaining Lot and Serial Genealogy

Transaction Setup

Defining Transaction Types Defining Picking Rules

Defining Account Aliases Opening and Closing Accounting Periods Setting up Move Orders Material Shortage Alerts and Notifications

Issuing and Transferring Material

Managing Receipts Performing Transactions Performing Move Orders Performing Mobile Transactions Managing Shipments

On-hand and Availability

Using the Material Workbench Creating Available to Promise Rules Managing Reservations

Material Status Control

Material Status Setup

Inventory Replenishment

Defining Replenishment Inventory Forecasting Methods Replenishment Counting Kanban

Inventory Accuracy

Defining Counting ABC Analysis Cycle Counting Physical Inventory

Table Information

Accessing eTRM

R12 Oracle Purchasing Fundamentals

What you will learn: In this course, participants learn how to set up and use R12 Oracle Purchasing to managing the purchasing process. They learn how to create and manage items, suppliers, requisitions, purchase orders, request for quotations, quotations, and receipts. They also learn how to apply document security, routing and approval methods, as well as how to automate the order creation process. Learn To:

Set up and use Oracle Purchasing Apply document security Create requisitions and purchase orders Apply routing and approval methods Enter and manage receipts Use the Professional Buyer's Work Center

Course Objectives:

Create purchase requisitions Create standard, blanket and contract purchase documents Understand how to use the Auto-Create window, Create Releases program and the PO Create Documents Workflow process to automate document creation Create Standard, Express, Cascade receipts, Substitute receipts, Returns and Corrections Set up Pay on Receipt Define document approval and routing process Define document security and access levels Understand the Period Close process for Purchasing Understand Purchasing administration Describe how the Purchasing process fits into the Procure to Pay lifecycle Define and maintain suppliers Use the Professional Buyer's Work-center Create request for quotations Set up and use an approved supplier list and sourcing rules

Course Topics: Procure To Pay Lifecycle Overview

Procure to Pay Lifecycle Oracle Procure to Pay Process

Procure to Pay Purchasing Overview

Overview of Purchasing Process Integration with other Oracle Applications

Locations, Organizations, Units of Measure and Items

Enterprise Structure Defining Locations Inventory Organizations Establishing Inventory Parameters Units of Measure Item Categories Item Attributes Defining and Maintaining Items

Suppliers

Overview of Suppliers Supplier Information Supplier Site Information Managing Suppliers Reports Financial Options Profile Options

RFQs and Quotations

Request for Quotation Lifecycle Creating and Maintaining Requests for Quotation Creating a Supplier List Quotations Lifecycle Creating and Maintaining Quotations Reports Profile Options

Approved Supplier Lists and Sourcing Rules

Approved Supplier Lists Supplier Statuses

Supplier-Commodity/Item Attributes Sourcing Rules Profile Options

Requisitions

Requisition Lifecycle Notifications Requisition Structure Creating and Maintaining Requisitions Supplier Item Catalog Requisition Templates Reports Profile Options

Purchase Orders

Purchase Order Types Purchase Order Components and Record Structure Standard Purchase Order Elements Contract Purchase Agreements Purchase Order Revisions Workflow Notifications Reports

Automatic Document Creation

Creating Purchase Documents from Requisitions Automatic Release Generation Workflow Document Creation Profile Options

Receiving

Receiving Locations Receipt Routing Receipt Processing Methods Receiving Tolerances Entering Returns and Corrections Overview of Pay on Receipt Reports Profile Options

Professional Buyers Work Center

Business Benefits of the Buyers Work Center

Requisitions in the Buyers Work Center Standard Purchase Orders in the Buyers Work Center Purchase Agreements in the Buyers Work Center Setup Implementation Considerations

Document Security, Routing and Approval

Document Security and Access Levels Document Approval - Jobs and Positions Position Approval Hierarchies Document Types Creating Approval Groups Reports Workflow

Purchasing Accounting

Overview of Purchasing Accounting Closing the PO Period Using foreign currency Reports Setup options

Setup Steps

Setting Up Document Sequences Setting Up Key Profile Options Setting Up Descriptive Flexfields Defining Purchase Order Matching and Tax Tolerances Defining Approval Groups and Assignments Defining Purchasing Options Setting Up Sourcing Rules and Assignments Performing Additional System Administration

R12 Oracle Order Management Fundamentals

What you will learn: In this course, students learn about the basic order capture and order fulfillment flows that Oracle Order Management facilitates, and also learn how to perform setup steps, including transaction type, document sequence, order import, and hold setup, that enable these flows. Students learn how to perform the Oracle Inventory setup steps that support Oracle Order Management, including how to create sub inventories, units of measure, and items. Students also learn how to perform required Oracle Receivables setup steps, including how to create customers, payment terms, and territories, and how to define credit checking. The course includes information about how to enable multiple organization access control (MOAC) specifically for Oracle Order Management. In addition, the course includes details about how to setup up basic Pricing and Shipping Execution functionality, and also provides details about price lists, modifiers, qualifiers, and shipping-related activities. The course includes practices that train students how to setup the functionality described in the class. Learn To:

Set up Oracle Order Management Manage exceptions and holds Use key order flows Set up Shipping Execution and basic Pricing functionality

Course Objectives:

Create and use price lists, modifiers, qualifiers, and price books Explain shipping flows within the order-to-cash lifecycle Set up and use shipping entities to perform shipping-related activities Set up multiple organization access control for Oracle Order Management Define sub inventories, units of measure, and items Create available-to-promise rules Define customers, invoice information, and credit checking Explain tax-related setup steps Set up profile options and system parameters Set up processing constraints, defaulting rules, and transaction types Use scheduling and workflow Define holds Purge orders Manage exceptions Execute the order-to-cash lifecycle with different order types

Course Topics: Overview of Oracle Order Management

Overview of Oracle Order Management What is Oracle Order Management? Order Capture and Order Fulfillment Oracle Order Management Capabilities Order to Cash Lifecycle Integration with Other Products

Order Entities and Order Flows

Order to Cash Lifecycle with Standard Items Order to Cash Lifecycle with PTO Models and PTO Kits Drop Shipments Drop Shipments Across Ledgers Back-to-Back Orders Sales Agreements Negotiation Agreement Approve Sales Agreement

Multiple Organization Access Control Setup

Organization Structure in Oracle Applications Multi-Org Access Control (MOAC) Using MOAC in Oracle Order Management Setting Up MOAC

Oracle Inventory Setup for Oracle Order Management

Receipt to Issue Lifecycle Inventory Organizations Setting Up Locations Inter-organization Shipping Networks Unit of Measure Conversions Order Management Item Attributes Item Relationships

Oracle Receivables Setup for Oracle Order Management

Overview of Trading Community Architecture Key Customer Related Concepts in TCA Adding Customers in Order Management Defining Payment Terms Defining Territories in Receivables

Defining Invoice Sources (Batch Source) Automatic Transaction Numbering

Oracle Order Management Setup Steps

Overview of Quick Code or Lookup Types Overview of Transaction Types Window Workflow in Transaction Types Setting up Processing Constraints Defining Defaulting Rules Setting up Versioning and Audit History Auto-Schedule Profile Option Defining Credit Usage Rule Sets

Holds, Order Purge, and Exception Management Setup

Seeded Holds Generic Holds Order and Quote Purge Purge Sets

Basic Pricing Setup

Overview of Pricing in the Order to Cash Process Creating a Price List Secondary Price List Copy Price List Price List Maintenance: Overview Add Items to Price List Implementation Steps: Setting Key Profile Options

Overview of Shipping Execution

Shipping Execution Flow Delivery and Delivery Lines Trips and Stops Delivery Leg Ship Confirm

Shipping Execution Setup

Granting Roles To Users Freight Carriers Transit Times Delivery Compliance Screening Running Pick Release Pick Slip Grouping Rule

Auto create Deliveries Release Sales Orders for Picking Window