Release 12: Oracle Update: Order Management

Oracle Release 12 Update: Order Management
Kevin DeMartelaere
Oracle Principal Solutions Consultant
January 17th, 2008
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
Copyright 207, Oracle. All rights reserved.

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R12 Whats 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 Appearance
Consistent 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

Drive
Shared
Services
with R12
Financial
Management
Initiatives
Shared
Service
Center
Org 1
Single
Global
Database
Org 2
Org 3
Examples: Payables, Purchasing, Collections, HR
Increase the efficiency of shared services and single database operations

with streamlined processing, reporting, and access across operating units

R12 Global Financial Mgmt:

Multi-Org Access
with streamlined ACCESS, processing, and reporting across operating units
Perform multiple
tasks across
operating units (OUs)
without changing
responsibilities
Belgium
Holland
Denmark
Legal Entity
Legal Entity
Legal Entity
Belgium
Holland
Denmark
Operating Unit
Operating Unit
Operating Unit
Single Responsibility
For Example:
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

R12 Global Financial Mgmt

Subledger Acctg
with streamlined access, PROCESSING, and reporting across operating units
Ensure both corporate
visibility and local

compliance by automatically
creating accounting for all
legal entities
Ledger A
Single subledger
transaction (e.g.
invoice, payment)
can create multiple
accounting entries
US GAAP
US COA
US
Calendar
Dr
USD
Ledger B
French GAAP/IAS
Plan Comptable
French Calendar
Cr
Subledger
Transaction
EUR

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 XML for All Business Documents

R12 Order Mgmt / Shipping Execution

New Features
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 OM Order Information Portal

A way for customer to let you know theyve 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



Order Management EBS Integration

Incentive
Compensation
TeleSales
Field Service,
Depot Repair
Install Base,
TeleService
ATP / GTP
Schedule
Order
Management
Invoice,
Credit
Memo
w
lo
Front
Office
Activity
Configure
kf
or
W
Service
Contracts
Price,
Margin
Check
Trade
Management
w
lo
Quoting,
Sales Contracts
or
W
w
lo
f
k
kf
or
W
iStore
eTax, Payment
Engines
Advanced
Pricing
Track &
Deliver
Credit
Check
Purchasing,
Receiving
Bills of Material,
Configurator
MFG/WIP
Project Mfg
Receivables,
Credit Mgmt
Pick, Pack
& Ship
Demantra
Advanced
Planning
or
W
w
lo
f
k
Inventory,
Costing
Warehouse Mgmt
Transportation
Back
Office
Activity
eTax, Payment
Engines
Global Rates
TeleSales
Quote,Order,Inquiry
Install Base,
TeleService
History,Order,Charge
Service
Contracts
Warranty,Ext Service
w
lo
Front
Office
Activity
ATP / GTP
Trade
Management
Advanced
Planning
Drop Ship, RMA Rcv
Purchasing,
Receiving
ATO/PTO, Rules
Bills of Material,
Configurator
Schedule
Order
Management
Invoice,
Credit
Memo
Accrual,Rebate,Disti
RMAs,Charges,Orders
Configure
kf
or
W
Field Service,
Depot Repair
Price,
Margin
Check
Demand2Promise
Track &
Deliver
Credit
Check
Pick, Pack
& Ship
Demantra
or
W
w
lo
f
k
Work Order
Project Order
MFG/WIP
Project Mfg
Invoice,Credits,Expr
Receivables,
Credit Mgmt
Pick,Back2Back,Rate
Warehouse Mgmt
Transportation
O.H.,,Margin,COGS
Quote2Order/Ts&Cs
or
W
w
lo
Quoting,
Sales Contracts
w
lo
f
k
Shipment History
Cart2Order & Track
kf
or
W
Advanced
Pricing
Bookings
iStore
Incentive
Compensation
Rules,Lists,Agmts
Order Management EBS Integration
Inventory,
Costing
Back
Office
Activity
R12 Product Configurator

New Features
Pain Point
x Extensible Product
Data attributes
disconnected from
Configurator
development
x No way to copy
Models between
instances
x Cumbersome
custom UI
development
R12
Provides
PLM UserDefined
Attributes
Import
Model
Migration
Java Server
Pages (JSP)
Tag Library
Benefit
PLM Attributes can be utilized in
Configurator
Leverages customers
investments in both products
Improved Configurator instance
management flexibility
Reduced manual maintenance
and time-to-market
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

Introduced 11.5.9

Introduced 11.5.9


Price Books
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




TCA Party & Item Hierarchy
Support for the party relationship structure provided by
Oracles Trading Community Architecture.
Party Qualifier based price lists and modifiers
Apply 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 system
Each functional area will have an associated category set that may be
hierarchical or flattened

Trading Community Architecture





R12 Receivables
New Features
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
Partial Period Billing
Split Period Recognition Rules
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 Contracts

New 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
R12 Service Contracts

New Features
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 Install Base

New Features
Consolidated Asset Tracking Repository

Contracts & IB Usability UI Improvements
Mass Update & Contract Impact Verification
Transfer of Ownership using Order Fulfillment


Thank You


Release 12: Oracle Update: Order Management

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Release 12: Oracle Update: Order Management

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Авторское право:

Доступные форматы

Oracle Release 12 Update: Order Management

Copyright 207, Oracle. All rights reserved.

R12 Whats New: All EBS Applications

Copyright 207, Oracle. All rights reserved.

New User Interface Experience

Reduced Pop-ups and Duplicate Screens

Copyright 207, Oracle. All rights reserved.

New Look Login

Copyright 207, Oracle. All rights reserved.

New Look Forms

Copyright 207, Oracle. All rights reserved.

New Forms Replacements

Copyright 207, Oracle. All rights reserved.

New Designs html

Copyright 207, Oracle. All rights reserved.

R12 Global Financial Management

Examples: Payables, Purchasing, Collections, HR

Increase the efficiency of shared services and single database operations

Copyright 207, Oracle. All rights reserved.

R12 Global Financial Mgmt:

Define and manage OUs from a central location

Copyright 207, Oracle. All rights reserved.

R12 Global Financial Mgmt

Ensure both corporate

visibility and local

Copyright 207, Oracle. All rights reserved.

Streamline reporting and

R12 XML for All Business Documents

Copyright 207, Oracle. All rights reserved.

R12 Order Mgmt / Shipping Execution

Multi-Organization Access Control

Copyright 207, Oracle. All rights reserved.

Copyright 207, Oracle. All rights reserved.

Copyright 207, Oracle. All rights reserved.

R12 OM Order Information Portal

Determine when Acceptance is required

Supports multiple item types Standard, Service, ATO /

Copyright 207, Oracle. All rights reserved.

Copyright 207, Oracle. All rights reserved.

Copyright 207, Oracle. All rights reserved.

Order Management EBS Integration

Drop Ship, RMA Rcv

Cart2Order & Track

Order Management EBS Integration

R12 Product Configurator

Improved Configurator instance

Increased UI creation flexibility

Copyright 207, Oracle. All rights reserved.

R12 Advanced Pricing New Features

Copyright 207, Oracle. All rights reserved.

Copyright 207, Oracle. All rights reserved.

Copyright 207, Oracle. All rights reserved.

Copyright 207, Oracle. All rights reserved.

Copyright 207, Oracle. All rights reserved.

R12 Advanced Pricing New Features

Copyright 207, Oracle. All rights reserved.

Copyright 207, Oracle. All rights reserved.

Copyright 207, Oracle. All rights reserved.

R12 Advanced Pricing New Features

Support for flattened and hierarchical item categories (PLM)

Copyright 207, Oracle. All rights reserved.

Trading Community Architecture

Copyright 207, Oracle. All rights reserved.