Business Flows

Oracle Business Flows
January 2003
Applications Demonstration Services
and E-Business Strategy Group
Last Updated: 01/24/03
Oracle Business Models: Demo Scenarios
Copyright Oracle Corporation, 2002. All rights reserved.
High Level Demo Scenarios

Plan
Source
Supply Chain
Management
(Discrete)
Make
Market
Marketing
and
Sales
Enterprise
Asset
Management
Supply Chain
Management
(Process)
Sell
Support
Service
and
Contracts
Procurement
Back Office
Human
Resource
Management
Financial
Management
Project
Management
Supply Chain
CR
M
Back Office
Return
High Level Demo Scenarios: Supply Chain Management (Discrete)
Demand to Build
Discrete
Manufacturing Execution
Forecast to Plan
With Inventory Optimization
Forecast to Plan with

Manufacturing Schedule
Design to Release
Forecast to Plan
Generic
Operations to Period Close
Concept to Release Design
Concept to Release Proposal
Flow Scenario
Under Review
Return
High Level Demo Scenarios: Supply Chain Management (Process)
Product Development
and Maintenance
Requisition to Pay
Product Planning
Production Execution
Demand to Build
Flow Scenario
Under Review
Return
High Level Demo Scenarios: Procurement
Procure to Pay Main
Analyze to Agreement
Requisition to Pay
Indirect
Requisition to Pay
Direct
Return
High Level Demo Scenarios: Enterprise Asset Management
Requirement to Asset
Subcontract to Pay
Asset to Maintenance Plan
Maintain to Improvement
Maintenance Plan
to Schedule
Schedule to Maintain
Problem to Prevention
Return
High Level Demo Flow Scenarios: Marketing and Sales
Insight to Campaign Plan
Execute Campaign to Event
Execute Campaign
to Telesales
Execute Campaign to Web
Execute Campaign to Email
Opportunity to Order
Contract
Lead to Opportunity
Click to Order Contract
Opportunity to Forecast to
Management Rollup
Incentive to Payment
Return
High Level Demo Scenarios: Service and Contracts
Inbound Call to
Depot Repair Exchange
Shopping Cart to Contract
Contract to Renewal
Dispatch to Resolution
Service Request
to Entitlement
Service Entitlement to
Resolution
Click to Resolution
Author to Sign Sales Contract
Author to Sign Service

Contract
Call to Resolution
Change or Terminate
Contract
Inbound Call
to Depot Repair
Usage to Cash
Expiring Contract
to Renewal
Return
High Level Demo Scenarios: Human Resource Management
Assign to Schedule
Recruit to Hire
Compensate to Compete
Strategy to Change
Hire to Retire
Administer to Pay
Train to Retain
Learn to Develop
Flow Scenario
Under Review
Return
High Level Demo Scenarios: Project Management

Opportunity to
Project Management
Analysis to Project Closure
Budget to Bill
Budget to Assets
Plan to
Project Delivery
Project Execution to Billing:

Time and Expense
Project to Staffing
Staff to
Project Delivery
Project Management
Proposal to Project Contract
Execution to
Billing: Billing
Project Budget to Cost

Management
Project Execution to
Invoice/Asset
Managing Expenditure
and Check Status
Plan to Project Budget
Return
10
High Level Demo Scenarios: Financial Management
Order to Cash
Budgets to Approval
Assets to Disposal
Monthly Reporting / Accounting

Transactions to Financial Reports
Treasury and Cash Management
Property Creation
to Lease Allocation
Flow Scenario
Under Review
Return
11
Opportunity to Order/Contract
Assign Opportunity
Work Opportunity
SL7170
SL7170
SL7192
SL7192
Assign
Assign
Opportunity
Opportunity
SL
SL 7172
7172
Contact
Contact
Lead
Lead
Capture Lead
information as a result
of Sales initiatives.
Assign an
opportunity to one of
the potential actor
and/or channel.
The process of
converting an
opportunity to a quote
and to enter a Quote
SL7028
SL7028
Product Availability
SL7147
SL7147
Manage
Manage
Quote
Quote
Configure
Configure
Solution
Solution
The process of managing the

development of a quote:
Confirm Customer
Requirements, Configure,
Check Availability, Price and
Discount, Obtain Approvals,
Present to Customer, Revise
Quote.
Cross-sell and Up-sell

Perform
Perform
CrossSell
CrossSell
UpSell
UpSell
The process of
contacting, updating all the
opportunity information
collected after this Sales
contact
SL7027
SL7027
Convert
Convert
Opportunity
Opportunity
To
To Quote
Quote
Develop
Develop
Marketing
Marketing
Collateral
Collateral
Configure Items
Convert Opportunity to Quote

SL7025
SL7025
MK0731
MK0731
Manage
Manage
Opportunity
Opportunity
PF2036
PF2036
Check
Check
ATP
ATP
Calculate Available to
Promise (ATP) for the
customer order.
Fulfillment Options
SL0783
SL0783
SL7030
SL7030
Present
Present and
and
Negotiate
Negotiate
Quote
Quote
Determine
Determine
Order
Order
Details
Details
Flow
Value
Statement
Demo Scripts
Place Order
SL0788
SL0788
Convert
Convert
Quote
Quote
to
to Order
Order
Visio
VisionCorporation
Corporation
Sales Representative
Return
12
Business Flow Value Statement
What does it cover?
Who is affected?
Automatic Assignment
Execute Sales Plan
Propose Offering
Forecast Management
Sales Teams
Sales Management
Customer
Modules Licensed
Where is the ROI?
Sales Online
Telesales
Configurator
iStore
Quoting
Increased Revenue
Better Qualification
Reduce Costs
Higher Customer Satisfaction
More Efficient Sales Cycles
Improved Employee Satisfaction
Return
13
13
Demo Script
Which demo scripts map to this flow?

1.
Opportunity to Quote to Order
2.
Quote to Contract to Order
Script Combinations
Key Data
See help bubbles against above links when
running powerpoint in slide show mode
What Instance Can I use?
11i8
Return
14
14
Click to Order/Contract
B2B or B2C Customer Login
CM7075
CM7075
Add Items to Cart

CM7077
CM7077
Initiate
Initiate
Purchase
Purchase
Create
Create
Cart
Cart
Customer Enters
Orders in webstore,
including selection of
products, quantities,
and shipping
information.
Customer enters
web store to
browse for and/or
purchase products
or services.
Confirm Order/Authorize Payment

CM7184
CM7184
Verify
Verify
Credit
Credit
Risk
Risk
Verify the risk of

processing the
transaction (using
industry metrics &
data compared to the
customers credit
history)
CM7183
CM7183
Authorize
Authorize
Credit
Credit Card
Card
Payment
Payment
Process the card to
reserve the required
amount of cash for the
payment.
Submit Order
SL7148
SL7148
Initiate
Initiate
Checkout
Checkout
The process of the

customer initiating
checkout, entering
password, financial
information and
shipping information
CM7078
CM7078
Place
Place
Web
Web
Order
Order
Customer places
order through web
store application.
View Order
CM7086
CM7086
View
View Order
Order
Status
Status and
and
Details
Details
Customer logs in to
view the order status
and details of
products/order
Business World
Customer
Vision Corporation
Web Shop Manager
Email Agent
Flow
Value
Statement
Demo Scripts
Finance
Return
15
What does it cover?
Who is affected?
B:C and B:B Customers

Product Selection and Checkout
Content maintenance
Multi-currency Order Capture & Payment
Target Customers with Speciality Stores
Shopping Cart and Orders integrated with
TeleSales and Order Management
B2B speciality store self administration
TeleSales
Sales Mgt.
Modules Licensed
iStore
Quoting
Configurator
Where is the ROI?
Low Cost Sales Channel

24 x 7 availability
Global reach and currency
High Performance, Scalable, Reliable site
Pre-Built Order Mgt/Financials Integration
Costs/Time/Effort
Return
16
16
Demo Script

1.
Web Order to Authorization
2.
Web Store Inquiry to Web Callback
3.
Click to Negotiate to Order
Script Combinations
Key Data
11i8
Return
17
17
Analyze Data
SL7194
SL7194
Analyze
Analyze
Sales
Sales Force
Force
Performance
Performance
Create Compensation Plan

SL7196
SL7196
SL7195
SL7195
Set
Set
Sales
Sales
Quotas
Quotas
Create
Create
Compensation
Compensation
Plan
Plan
SL7198
SL7198
Accept
Accept
Quotas
Quotas
Activate Plan
SL7200
SL7200
SL7201
SL7201
Accept
Accept
Compensation
Compensation
Plan
Plan
Activate
Activate
Accepted
Accepted
Plan
Plan
Manage
Manage Total
Total
Compensation
Compensation
Plan
Plan
This process of
assigning the
approved Quota to the
Sales force
This process of
determining and
revising the total
compensation plan
Determine Compensation
SL7202
SL7202
Validate
Validate
Compensation
Compensation
Payout
Payout
This process of
validating the actual
compensation payout
to the Sales force
Via Sales Online

(if implemented)
SL7199
SL7199
Assign
Assign
Quota(s)
Quota(s) to
to
Sales
Sales Force
Force
This process of
validating the
Compensation plan and
the Sales Quota(s)
Sales & non sales

objectives
Individual & group
Revise Compensation Plan
Assign Quotas
SL7197
SL7197
SL0789
SL0789
Calculate
Calculate
Commission
Commission
The process of calculating

sales person commission
based on plan and order
information. Then the
payment of the commission
is processed.
Process Compensation
HR1319
HR1319
Flow
Value
Statement
Demo Scripts
HR3234
HR3234
HR1242
HR1242
Perform
Perform
Payroll
Payroll
Calculation
Calculation
Verify
Verify and
and
Reconcile
Reconcile
Payroll
Payroll
Manage
Manage
Payment
Payment
Distribution
Distribution
The Gross to Net

payroll calculation is
successfully
processed.
Earning, Deductions,
Taxes, and Employer
liabilities are created.
Payroll Specialist
reviews and validates
payroll output to
register totals.
Hours, earnings,
deductions taken and
taxes withheld are
verified.
Checks and Deposit

Advices are
generated, printed and
distributed.
ACH files are created
and sent to applicable
banks for posting to
accounts.
Vision Corporation
Sales Manager
VP of Sales
Payroll Admin
Return
18
What does it cover?
Who is affected?
Creating and Compensation Plans

Applying Plans to Group of Employees
Getting Plans Approved
Paying to Plans
Includes Non-financial Plans
Simple and Complex Calculations
Export to Payroll file (if non Oracle)
Sales Teams
Sales Mgt.
Benefits and Payroll Admin
Teams
Modules Licensed
Incentive Compensation
Sales Online (optional)
Telesales (optional)
Payroll (optional)
Where is the ROI?
Reduced admin costs

Motivated Employees
Influence behaviour
More accurate plans
Field sales teams not wasting time
checking payments and plans
Flexibility to change when needed
Costs/Time/Effort
Return
19
Demo Script

1.
Order to Compensation
2.
Order to Invoice to Compensation
Script Combinations
Key Data
See help bubbles against above links when running
powerpoint in slide show mode
11i8
Return
20
Contract to Renewal
Create New Contract
SL7031
SL7031
Contract Billing
SL7166
SL7166
Enter
Enter
Service
Service
Contract
Contract
Review
Review
Contract
Contract for
for
QA
QA Compliance
Compliance
QA will check if all
contract elements are in
line with company rules
New service contract

can be created form
template, copied from
an existing contract or
entered manually.
Contract can have
service and usage
lines
CS7047
CS7047
SL0793
SL0793
Workflow process will

inform the contract
manager of new and
changed contracts
CM7065
CM7065
New Service Request

generated
CS7042
CS7042
Verify
Verify
Entitlement
Entitlement
Automatic Entitlement
Analyze Contracts
CS7167
CS7167
Analyze
Analyze
Renewal
Renewal
Performance
Performance
Flow
Value
Statement
Demo Scripts
OF1049
OF1049
Maintain
Maintain
Invoices
Invoices
The accountant submits

the new contract for
billing and request
invoicing.
Service Charges
Contract Entitlement
Create
Create
Service
Service
Request
Request
Create
Create
Charge
Charge
Order
Order
Approve
Approve
Contract
Contract
Analyze Contract
Revenue
Analyze Renewal Rates
CS7044
CS7044
CS7047
CS7047
Resolve
Resolve
Service
Service
Request
Request
Create
Create
Charge
Charge
Order
Order
Resolve Problem
Charge for NonCovered items/Labor
OF5882
OF5882
Present
Present
Customer
Customer
Invoices
Invoices
Process Invoices
Renew / Change / Terminate

CM7096
CM7096
Renew
Renew
Customer
Customer
Contract
Contract
SL7033
SL7033
Terminate
Terminate
Contract
Contract
Create Opportunities
Include in Pipeline
Create Termination
Settlement
Process Termination Actions
Vision Corporation
Contract Agent
Contract Manager
Service Agent
Field Engineer
Accountant
Return
21
Contract to Renewal
What does it cover?
Who is affected?
Create Contract
Approve Contract
Activate Contract
Contracts Entitlement
Contract Delivery
Contract Billing
Contract Analysis
Contract Renewal
Contract Termination
Contract Manager
Administration
Service Manager
Sales Manager
Modules Licensed
Sales Contracts
Service Contracts
Accounts Receivables
Service Intelligence
Where is the ROI?
Improved Billing Accuracy

Reduced Contract Leakage
Faster Time to Activation
Reduction of Pricing Errors
Reduced Headcount
Easier Auditing
Quicker Time to Market
Return
22
Contract to Renewal
Demo Script

Renew and consolidate Service Contract
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
Return
23
Usage to Cash
Create Usage
Contract
Define Usage and Usage Pricing
SL7031
SL7031
CS0076
CS0076
Enter
Enter
Service
Service
Contract
Contract
Obtain Approval
CS0078
CS0078
CS0077
CS0077
Define
Define
Usage
Usage
Type
Type
Define
Define
Usage
Usage
Pricing
Pricing
Select
Select
Counter
Counter
CS7061
CS7061
Approve
Approve
Contract
Contract
Renewals
Renewals
SL0793
SL0793
Approve
Approve
Contract
Contract
Apply Approval Hierarchy
Set Up Counters and Events

Price Breaks
Service Contract Usage to Cash
Invoice
Perform / Verify Reading
OF5882
OF5882
Present
Present
Customer
Customer
Invoices
Invoices
Bill Settlement
CS0079
CS0079
CS0080
CS0080
Capture
Capture
Counter
Counter
Reading
Reading
Settlement
Settlement
For
For
Usage
Usage
OF1049
OF1049
Maintain
Maintain
Customer
Customer
Invoices
Invoices
Phone/Web
Perform / Verify Reading
Invoice
Vision Corporation
Flow
Value
Statement
Demo Scripts
CS0079
CS0079
CS0080
CS0080
Capture
Capture
Counter
Counter
Reading
Reading
Settlement
Settlement
For
For
Usage
Usage
OF5882
OF5882
Present
Present
Customer
Customer
Invoices
Invoices
Contract Agent
Contract Manager
Accounting Clerk
Verification Rules
Field Service Engineer
Return
24
Usage to Cash
What does it cover?
Who is affected?
Service Delivery based on

Usage/Volumes
Pricing and Discounting based on
Usage/Volumes
Billing Based on Usage/Volumes
Enables Preventive Maintenance
Sales Teams
Contracts Managers
Admin Teams
Service Organization
Modules Licensed
Service Contracts
Where is the ROI?
Improved Billing Accuracy

Improved Service Delivery
Higher Customer
satisfaction
Higher Contract Revenue
Less Administration
Return
25
Usage to Cash
Demo Script

Usage to Cash with Bill Settlement
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
Return
26
Call to Resolution
Customer Service Interaction Management
CS7036
CS7036
Receive
Receive
Service
Service
Contact
Contact
CS7042
CS7042
Verify
Verify
Entitlement
Entitlement
CS7037
CS7037
Customer
Information
Management
CS7041
CS7041
Validate
Validate
Customer
Customer
Records
Records
Review
Review
Install
Install
Base
Base
CS7039
CS7039
Enter
Enter
Service
Service
Request
Request
Customer Service
Administration
CS1411
CS1411
SL0769
SL0769
CS7040
CS7040
CS0842
CS0842
Maintain
Maintain
Contract
Contract
CS7044
CS7044
Identify
Identify
Potential
Potential
Solution
Solution
Yes
Identify
Solution?
No
Determine
Determine
Service
Service
Interest
Interest
SL0794
SL0794
Maintain
Maintain
Customer
Customer
Installed
Installed Based
Based
Maintain
Maintain
Customer
Customer
Information
Information
Contract
Management
Customer Service
Fulfillment
CS7047
CS7047
Create
Create
Charge
Charge
Order
Order
Resolve
Resolve
Service
Service
Request
Request
CS0801
CS0801
Escalate
Service
Request
No
Manage
Manage
Service
Service
Request
Request
Ye
s
CS7044
CS7044
CS7043
CS7043
Escalate
Escalate
Service
Service
Request
Request
Resolve
Resolve
Service
Service
Request
Request
OF1079
OF1079
Issue
Issue Return
Return
Material
Material
Authorization
Authorization
Customer Service
Administration
CS7035
CS7035
Maintain
Maintain
Knowledge
Knowledge
Repository
Repository
Flow
Value
Statement
Demo Scripts
Roles
Customer Service Representative
Customer Service Manager
Return
27
Call to Resolution
What does it cover?
Who is affected?
Multi-channel , web and tele-support

process integrated out of the box
Intelligent assignment of call back

request to agent or rep
Track resolution and Escalate problems
Gain customer insight through web

survey online
Check Contracts/Entitlement
Where is the ROI?
Reduce Customer Retention

Reduce Cost
Improve Customer Satisfaction
Increase Service Revenue
Delivery of the Right Service
Increased Agent Efficiency
Higher First Time Fix Rate
Service Manager
Client Manager
Complaints Handling
Contracts Manager
Customer
Modules Licensed
i support
Teleservice
Advanced Inbound
Scripting
Service Contracts
Also Installed, included
Customer Model
Return
28
Call to Resolution
Demo Script

1.
2.
3.
SR to Resolution Inbound Call To Dispatch

SR to Resolution Inbound Call to Dispatch (Internal Order)
SR to Resolution Inbound Call to Dispatch (Spares Management)
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
Return
29
Click to Resolution Self Service (SS)

Customer Service
Administration
CS7035
CS7035
Maintain
Maintain
Knowledge
Knowledge
Repository
Repository
Service
Request to
Resolution
Dispatch
Service
Request to
Resolution
Depot
Repair
CM7065
CM7065
CM7081
CM7081
Collaborative Support Management

CM7066
CM7066
CM7063
CM7063
Initiate
Initiate
Self-Support
Self-Support
Yes
Search
Search
Knowledge
Knowledge
Repository
Repository
New Issue?
CM7080
CM7080
No
SL0769
SL0769
Maintain
Maintain
Customer
Customer
Information
Information
Participate
Participate
in
in
Forum
Forum
CM7069
CM7069
Escalate
Escalate
Service
Service
Request
Request
Issue
Resolved?
No
Create
Create
Service
Service
Request
Request
Enter
Enter
Repair
Repair
Order
Order
Service
Request to
Resolution
Service
Service
Request
Request
Resolution
Resolution
Yes
CM7082
CM7082
Resolve
Resolve
Issue
Issue
CM7070
CM7070
Roles
Flow
Value
Statement
Demo Scripts
Customer
KM Administrator
Return
30
Value Statement
What does it cover?
Who is affected?
Interactive pre integrated web self service

and agent tele-service process
Intelligent , interactive management of

escalation requests
Customer feedback process though web

surveys
Modules Licenced
Covers IBF , CRM 90 flows
Where is the ROI?
24/7 Self service reduces cost of service

delivery, freeing expensive agent time
Improved customer retention through
superior customer experience
Online survey reduces cost of feedback
collection and improves customer
satisfaction
Reduce Service costs for non critical
SRs
Customer Service
Technical Service
Consumer Complaints
Customer
i support
Teleservice
Scripting
Advanced Inbound
Service Contracts
Also Installed
Customer Model
Baseline GL,AR,HR
Return
31
Demo Script

Solution Authoring to Self Service Resolution
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
Return
32
Inbound Call to Depot Repair

CS7036
CS7036
Receive
Receive
Service
Service
Contact
Contact
Depot Repair
Management
CS7053
CS7053
Enter
Enter
Repair
Repair
Order
Order
CS7037
CS7037
CS7041
CS7041
Validate
Validate
Customer
Customer
Records
Records
CS7039
CS7039
Review
Review
Install
Install
Base
Base
Customer Returns
OF1079
OF1079
Enter
Enter
Service
Service
Request
Request
Receiving and
Inspection
Customer Service
Administration
MM1138
MM1138
Issue
Issue Returned
Returned
Material
Material
Authorizations
Authorizations
CS1411
CS1411
Receive
Receive
Material
Material
Customer
Customer
Maintain
Maintain
Customer
Customer
Installed
Installed Base
Base
CS7040
CS7040
CS7042
CS7042
Identify
Identify
Potential
Potential
Solution
Solution
Verify
Verify
Entitlement
Entitlement
Contract
Management
SL0794
SL0794
Maintain
Maintain
Contract
Contract
No
Product
Repairable?
Yes
Customer Service Fulfilment

CS7052
CS7052
Manage
Manage
Repair
Repair
WIP
WIP Jobs
Jobs
CS7047
CS7047
Create
Create
Charge
Charge
Order
Order
Customer Service Administration
Shipping
MM1090
MM1090
MM1149
MM1149
Pick
Pick
Material
Material
Ship
Ship
Material
Material
Accounts Receivable
CS1411
CS1411
Maintain
Maintain
Customer
Customer
Installed
Installed Base
Base
OF1027
OF1027
Generate
Generate
Customer
Customer Invoices
Invoices
from
from Sales
Sales Orders
Orders
CS7056
CS7056
Close
Close
Repair
Repair
Order
Order
Accounts Receivable Clerk
CS7044
CS7044
Flow
Value
Statement
Demo Scripts
Roles
Resolve
Resolve
Service
Service
Request
Request
Technician
Warehouse Clerk
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33
What does it cover?
Who is affected?
Process of Service Request
Check of Contract Entitlement
Process of Return
Inspection and Estimates
Repair Process
Modules Licensed
Shipping Process
Invoicing Process
Where is the ROI?
Increased Revenue
Reduced Costs
Improves Repair Process
Shorter Time to Fix
Customer Service
Technical Service
Contract Manager
Customer
Teleservice
Advanced Inbound
Scripting
Service Contracts
Customer Model, WIP,

BOM, INV, OM
Return
34
Demo Script

1.
2.
Repair and Return WIP Mode

Repair and Return Task Mode
Key Data
Script Combinations
Org = Vision Operations (USA)

User = EBUSINESS/WELCOME (Forms),
DDIER/WELCOME (JSP)
Responsibility = Depot Repair Super User
Supplier = N/A
Customer = Business World with A/C #1608
Contact = Beaulie, Andre MR
11i8
Item = AS66629
Warehouse = M1
Return
35
Inbound Call to Depot Repair Exchange

CS7036
CS7036
Receive
Receive
Service
Service
Contact
Contact
Depot Repair
Management
CS7053
CS7053
Enter
Enter
Repair
Repair
Order
Order
CS7041
CS7041
CS7037
CS7037
Customer Service
Fulfilment
CS7040
CS7040
Identify
Identify
Potential
Potential
Solution
Solution
Customer Service
Administration
MM1090
MM1090
OF1027
OF1027
Flow
Value
Statement
Demo Scripts
Verify
Verify
Entitlement
Entitlement
Shipping
OF1079
OF1079
Generate
Generate
Customer
Customer Invoices
Invoices
From
From Sales
Sales Orders
Orders
Close
Close
Repair
Repair
Order
Order
CS7042
CS7042
Enter
Enter
Service
Service
Request
Request
Issue
Issue Return
Return
Material
Material
Authorization
Authorization
Accounts Receivable
CS7056
CS7056
CS7039
CS7039
Review
Review
Install
Install
Base
Base
Validate
Validate
Customer
Customer
Records
Records
MM1149
MM1149
Pick
Pick
Material
Material
Ship
Ship
Material
Material
Customer Returns
Receiving and
Inspection
OF1079
OF1079
Issue
Issue
Returned
Returned Material
Material
Authorization
Authorization
MM1138
MM1138
Receive
Receive
Material
Material
Customer
Customer
CS1411
CS1411
Maintain
Maintain
Customer
Customer
Installed
Installed Base
Base
Customer Service
Administration
CS1411
CS1411
Maintain
Maintain
Customer
Customer
Installed
Installed Base
Base
Customer Service
Interaction
Management
CS7044
CS7044
Roles
Resolve
Resolve
Service
Service
Request
Request

Warehouse Clerk
Return
36
Value Statement
What does it cover?
Who is affected?
Process of Return
Inspection and Estimates
Repair Process
Modules Licensed
Shipping Process
Invoicing Process
Where is the ROI?
Increased Revenue
Reduced Costs
Improves Repair Process
Shorter Time to Fix
Customer Service
Technical Service
Contract Manager
Customer
Teleservice
Advanced Inbound
Scripting
Service Contracts
Customer Model, WIP,

BOM, INV
Return
37
Demo Script

Service Request to Resolution Advanced Exchange
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
Return
38
CS7036
CS7036
CS7037
CS7037
Receive
Receive
Service
Service
Contact
Contact
CS7041
CS7041
Validate
Validate
Customer
Customer
Records
Records
CS7039
CS7039
Review
Review
Install
Install
Base
Base
CS7042
CS7042
Enter
Enter
Service
Service
Request
Request
CS7040
CS7040
Verify
Verify
Entitlement
Entitlement
Identify
Identify
Potential
Potential
Solution
Solution
Customer Service Fulfilment

CS0801
CS0801
CS0803
CS0803
Manage
Manage
Service
Service
Request
Request
CS7045
CS7045
Manage
Manage
Service
Service
Schedules
Schedules
CS7044
CS7044
Perform
Perform
Field
Field
Visit
Visit
Resolve
Resolve
Service
Service
Request
Request
Spares Management
CS7049
CS7049
CS7047
CS7047
Manage
Manage
Parts
Parts
Inventory
Inventory
CS7048
CS7048
Identify
Identify
Parts
Parts
Requirements
Requirements
CS7050
CS7050
Enter
Enter
Parts
Parts
Order
Order
Create
Create
Charge
Charge
Order
Order
CS7046
CS7046
CS1411
CS1411
Perform
Perform
Debrief
Debrief
Maintain
Maintain
Customer
Customer
Installed
Installed Base
Base
CS7051
CS7051
Receive
Receive
Spare
Spare
Parts
Parts
Roles
Accounts Receivable
OF1027
OF1027
Flow
Value
Statement
Demo Scripts
Generate
Generate
Customer
Customer Invoices
Invoices
from
from Sales
Sales Orders
Orders
Field Service Dispatcher

Field Engineer
Planner
Return
39
What does it cover?
Who is affected?
Customer
Planning
Assignment of Resources
Contract Manager
Planning Field Visit
Service Manager / Engineer
Debrief
Closing of Field Service Request
Manual/Automatic Stock Replenishment
Where is the ROI?
Modules Licensed
Increased Revenue/Reduced Costs
Teleservice
Improves Field Service Process
Advanced Inbound
Shorter Time to Fix

Higher Customer / Employee Satisfaction
Less obsolete stock, more accurate stock
levels
Higher Engineer Efficiency
Service Contracts
Field Service (mobile)
Scheduling
Spares Management
Return
40
Demo Script

Service Request to Resolution Inbound Call to Dispatch Wireless
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
Return
41
Forecast to Plan with Manufacturing Scheduling (1of 2)

Forecasting & Demand Management
PF2004
PF2004
Establish
Establish
Forecast
Forecast &
& Demand
Demand
Management
Management Policies
Policies
Establish Forecast rules,
methods, demand
management policies,
reporting mechanisms,
etc.
PF1967
PF1967
Collect
Collect
Forecast
Forecast
Data
Data
Collect Historical Sales
and Shipments Data to
use for statistical
forecasts.
PF2011
PF2011
Generate
Generate
Sales
Sales
Forecast
Forecast
Generate statistical
forecast based on sales
and shipment history.
PF2021
PF2021
PF2005
PF2005
Achieve
Achieve
Consensus
Consensus
Forecast
Forecast
Consume
Consume
Forecast
Forecast
Review forecasts on a
regular basis and revise
as needed.
Define forecast
consumption policies and
consume forecasts.
Production Planning
PF2029
PF2029
PF2031
PF2031
Identify
Identify
Plan
Plan
Type
Type
Define
Define
Planning
Planning
Options
Options
Specify DRP, MPS, or

MRP Plan Types and how
they will inter-relate
Define Planning Options

for each plan type,
including constraint types
and aggregation levels
PF2037
PF2037
Collect
Collect
Planning
Planning
Data
Data
Collect planning data
from the transaction
system
PF2038
PF2038
Run
Run
Production
Production
Plan
Plan
Launch Production Plan
Production Planning
PF2039
PF2039
PF3002
PF3002
PF3003
PF3003
PF3004
PF3004
PF3005
PF3005
Analyze
Analyze
Plan,
Plan, KPIs
KPIs and
and
Exceptions
Exceptions
Adjust
Adjust
Plan
Plan
Simulate
Simulate
with
with Revised
Revised
Constraints
Constraints
Collaborate
Collaborate
on
on Revised
Revised
Constraints
Constraints
Implement
Implement
Revised
Revised
Constraints
Constraints
Analyze Plan, KPIs,

exception messages and
counts prior to releasing
orders from the plan
Make manual
adjustments to the plan
based on plan review and
new information
Run the plan in

simulation mode with
revised constraints to
model potential solutions
to limitations.
Collaborate with internal

and external parties to
agree on revised
constraints.
Implement the revised

constraints based on the
collaboration results.
Go to 2/2
Roles
Planning Mgr
Demand Mgr.
Demand Planner
Production Planner
Return
42
Forecast to Plan with Manufacturing Scheduling (2 of 2)

Production Activity Control
PF0025
PF0025
PF1161
PF1161
Release
Release
Procurement
Procurement
Schedule
Schedule
The Planner releases a
list of Items requiring
procurement.
Shop Floor Scheduling

OP0681
OP0681
Release
Release
Production
Production
Schedule
Schedule
Manage
Manage
Labor
Labor
Requirements
Requirements
The Planner releases

the Production
Schedule
The scheduler manages

and adjusts the labor
schedules and reviews
allocations to various
work centers.
OP0683
OP0683
Manage
Manage
Machine
Machine &
& Other
Other
Plant
Plant Requirements
Requirements
Manage the availability of
machinery and equipment
to meet the production
schedule.
OP1164
OP1164
Schedule
Schedule
Shop
Shop
Floor
Floor
ANALYZE SHOP FLOOR
SCHEDULE
The scheduler reviews
the exceptions generated
during the scheduling of
the Shop Floor.
OP1162
OP1162
Identify
Identify
Shortages
Shortages
ADJUST SHOP FLOOR
SCHEDULE
The scheduler identifies
shop floor requirements
that can be adjusted and
Capacity constraints that
can be adjusted
Shop Floor Scheduling

OP1164
OP1164
Schedule
Schedule
Shop
Shop
Floor
Floor
SIMULATE SHOP FLOOR PLAN
The scheduler modifies Discrete
requirements and Capacity Constraints
and simulates a reschedule of the Shop
Floor. This is an iterative process until
the scheduler finds a Plan that is
acceptable.
OP1164
OP1164
Schedule
Schedule
Shop
Shop
Floor
Floor
IMPLEMENT REVISED SHOP FLOOR
PLAN
Once the scheduler has simulated a
Shop Floor Plan that is acceptable, the
scheduler implements the revised
Requirements, Constraints and
Schedule.
Roles
Planner
Production Scheduler
Material Manager
Flow
Value
Statement
Demo Scripts
Plant Personnel
Go to 1/2
Quality Manager
Return
43
Value Statement
Forecast to Plan with Manufacturing Scheduling
What does it cover?
Who is affected?
Demand Planning
Constrained based Planning
Planning Department
Purchasing Department
Sales and Marketing Dept
Production Department
Planning Simulations
KPIs and Exceptions
Modules Licensed
Shop floor optimisation

Reaction to short term production issues
Demand Planner
ASCP with Optimisation
Discrete Manufacturing
Manufacturing Scheduler
Where is the ROI?

Lower Costs
Increase internal visibility
Maximise Production Efficiency
Reduce stock outs and capacity shortages
Increase throughput of production
Return
44
44
Forecast to Plan with Manufacturing Scheduling
Demo Script
P
I
W
Key Data
Script Combinations
Org = M1
User = MFG/welcome
Responsibility = Manufacturing and Distribution

Manager
Supplier = NA
11i8
Customer = NA
Contact = NA
Item = AS54888, AS62444, CM66321
Return
45
45
Forecast to Plan with Inventory Optimization

Forecasting & Demand Management
PF1967
PF1967
PF2011
PF2011
Collect
Collect
Forecast
Forecast
Data
Data
Collect historical sales
and demand data from all
relevant sources and
translate into compatible
format.
Generate
Generate
Sales
Sales
Forecast
Forecast
forecasts based on
demand history.
Sales & Operations Planning

PF2021
PF2021
Achieve
Achieve
Consensus
Consensus
Forecast
Forecast
regular basis and revise
as needed.
PF2005
PF2005
PF2028
PF2028
Consume
Consume
Forecast
Forecast
Manage
Manage
Production
Production
Forecast
Forecast
The corporate S&OP
process which reconciles
demand and production
plans, typically monthly.
Define forecast
consumption policies and
consume forecasts.
Inventory Planning
Production Planning
PF1962
PF1962
PF1963
PF1963
PF1966
PF1966
Collect
Collect
Supply
Supply
Variability
Variability Data
Data
Collect
Collect
Demand
Demand
Variability
Variability Data
Data
Generate
Generate
Item
Item Safety
Safety
Stock
Stock Levels
Levels
Collect historical supplier

performance data from all
relevant sources and
format for supplier
variability.
Collect demand data

including forecast
confidence levels from all
relevant sources.
Calculate Optimized Item

Safety Stock levels.
Calculate Optimized
locations for safety stocks
(postponement strategy).
PF1960
PF1960
PF2037
PF2037
Establish
Establish
Inventory
Inventory
Planning
Planning Policies
Policies
PF2038
PF2038
Collect
Collect
Planning
Planning
Data
Data
Collect planning data
from the transaction
system
Update Inventory
Planning Policies based
on Safety Stock
optimization, by item,
quantity and location.
Run
Run
Production
Production
Plan
Plan
Launch Production Plan
or Plans on a regular
basis.
Production Planning
PF2039
PF2039
Analyze
Analyze
Plan,
Plan, KPIs
KPIs
and
and Exceptions
Exceptions
Analyze Plan, KPIs,
exception messages and
counts prior to releasing
orders from the plan. Make
adjustments based on plan
review and new information.
PF3002
PF3002
Adjust
Adjust
Plan
Plan
Make manual
adjustments to the plan
based on plan review and
new information
PF3003
PF3003
Simulate
Simulate
with
with Revised
Revised
Constraints
Constraints
Run the plan in
to limitations.
PF3005
PF3005
PF2040
PF2040
Implement
Implement
Revised
Revised
Constraints
Constraints
constraints based on the
collaboration results.
Release
Release
Schedule
Schedule
Release the production
schedule to work areas
and procurement.
PF3001
PF3001
Manage
Manage Direct
Direct
Non-MRP
Non-MRP Material
Material
Replenishment
Replenishment
Plan non-MRP planned
materials using Kanban
planning, MinMax
Planning, Reorder Point,
cycle counts, etc.
Roles
Flow
Value
Statement
Demo Scripts
Demand Planner
Production Planner
Planning Mgr
Demand Mgr
Inventory Planner
Return
46
What does it cover?
Value Statement
Who is affected?
Planning Department
Purchasing Department
Inventory Optimisation with postponement
Sales and Marketing Dept
Constrained based Planning
Production Department
Demand Planning
Planning Simulations
Modules Licensed
KPIs and Exceptions
Demand Planner
Inventory Optimisation
ASCP with Optimisation
Where is the ROI?

Lower stock Costs
Maximise Customer Service Levels
Optimise stock holdings
Maximise Production Efficiency
Reduce stock outs and capacity shortages
Return
47
Demo Script
Key Data
Org = M1
P
I
W
Script Combinations
User = MFG/welcome
Responsibility = Manufacturing and Distribution
Manager
Supplier = NA
11i8
Customer = NA
Contact = NA
Item = AS62444/5, CM66312/3, CM66321/2/3, AS54888
Return
48
Manufacturing Execution (Discrete) (1 of 2)

PF0025
PF0025
PF1161
PF1161
Release
Release
Procurement
Procurement
Schedule
Schedule
The Planner releases a
list of Items requiring
procurement.
Bar-Code Mobile Device
Release
Release
Production
Production
Schedule
Schedule
Scan
Scan Items
Items for
for
Recording
Recording to
to
Confirm
Confirm -- Completed
Completed

the Production
Schedule
To various points
in production
Shop Floor Execution

OP0679
OP0679
OP1165
OP1165
Issue
Issue
Work
Work Orders
Orders
for
for Manufacture
Manufacture
The Plant Manager
issues Work Orders to
shop floor for
manufacture.
Expedite
Expedite
Materials
Materials
Identify component
shortages
Determine availability of
substitutes, or jobs issued
material which can be
borrowed
OP0685
OP0685
OP1210
OP1210
Issue
Issue
Material
Material to
to
Work
Work Order
Order
OP1949
OP1949
Execute
Execute
&
& Record
Record
Operations
Operations Activity
Activity
Pick material and

issue to work order
for assembly.
Plant personnel
manufacture/
assemble, and record
manufacturing
operations.
Execute
Execute &
&
Record
Record Outside
Outside
Operations
Operations Activity
Activity
Plant personnel
complete and record
outside processing
moves and receipts
to discrete jobs
OP1167
OP1167
Record
Record
Completions
Completions
Plant personnel
complete and record
discrete job work
orders

OP0678
OP0678
Inspect
Inspect
Goods
Goods
Review goods to
ensure they meet
quality requirements
OP1214
OP1214
Reject
Reject
Discrepant
Discrepant
Components
Components
Inspect components
& reject those which
do not meet quality
requirements.
OP1213
OP1213
Reject
Reject
Discrepant
Discrepant
Assemblies
Assemblies
Reject assemblies which
do not meet quality
requirements and record
transaction
Move material to MRB, if
required
OP1211
OP1211
Move
Move
Completed
Completed
Assemblies
Assemblies To
To Stock
Stock
Vision Corporation
Planner
Move completed assemblies

to stock for future use, or to
inspection to ensure adequate
quality.
Material Manager
Plant Personnel
Quality Manager
2/2
Return
49
Manufacturing Execution (Discrete) (2 of 2)

OP1168
OP1168
OP1781
OP1781
Report Good and bad

quantity.
OP1785
OP1785
Perform
Perform
Rework
Rework
Record
Record
Material
Material
Production
Production
OP1211
OP1211
Record
Record
Resource
Resource
Usage
Usage
Rework product if
necessary.
Move
Move
Completed
Completed
Assemblies
Assemblies to
to Stock
Stock
Actual labor activities

and time are charged
to the WIP order.
Store Finished Goods

produced from WIP Orders
into Storage Areas.
OP1770
OP1770
Complete
Complete
Production
Production
Order
Order
The Material Manager
completes the WIP
orders.
Bar-Code Mobile Device

Scan
Scan Items
Items for
for Recording
Recording
to
to Confirm
Confirm -- Completed
Completed
Quality Control
OP1834
OP1834
OP1835
OP1835
Create
Create
Quality
Quality
Samples
Samples
OP1836
OP1836
Maintain
Maintain
Quality
Quality
Results
Results
Plant personnel
Creates a sample for
inspection.
Manage
Manage
Production
Production -- Quality
Quality
Approval
Approval Process
Process
Quality personnel tests

and enters Assay
results.
Quality personnel
notify production of
results.
To various points
in production
Roles
Planner
Material Manager
Flow
Value
Statement
Demo Scripts
Plant Personnel
1/2
Quality Manager
Return
50
What does it cover?
Where is the ROI?
Who is affected?
P
I
W
Modules Licensed
Return
51
Demo Script
Manufacturing Execution (Discrete)

Manufacturing Execution Part 1
Manufacturing Execution Part 2
Key Data
Script Combinations
N/A
11i8
Return
52
52

Product Costing
FM0517
FM0517
Define
Define
Costing
Costing
Methods
Methods
Define Costing
Methods and assign
to Items.
Define cost elements.
Period Close Management

FM0521
FM0521
FM0522
FM0522
FM0520
FM0520
Manage
Manage
Actual
Actual Product
Product
Cost
Cost Definition
Definition
Manage
Manage
Standard
Standard Product
Product
Cost
Cost Definition
Definition
Review
Review
Cost
Cost
Information
Information
For purchased
Items set Standard
Costs
For Assembly Items

Rollup Item Costs
Confirm and review

standard costs and
standard cost
adjustments
FM1805
FM1805
Perform
Perform
WIP
WIP
Period
Period Close
Close
Enter all remaining
WIP transactions for
period.
Close WIP jobs
Close WIP for the
Period
Vision Corporation
Cost Accountant
Accounting Manager
Flow
Value
Statement
Demo Scripts
Return
53
What does it cover?
Where is the ROI?
Who is affected?
P
I
W
Modules Licensed
Return
54
Demo Script

Key Data
Script Combinations
N/A
11i8
Return
55
Product Development and Maintenance (Process)

Product Development & Maintenance
PD1831
PD1831
PD1829
PD1829
PD1830
PD1830
Update
Update
Item
Item
Maintain
Maintain
Formulae
Formulae
Formulator defines New

Product (for experimental
item).
The Formulator creates a

list of components to be
used in manufacturing the
item.
Quality Control
PD1833
PD1833
Maintain
Maintain
Product
Product
Specifications
Specifications
The Process Engineer creates
quality test specifications for the
item warehouse / location / lot /
sublot, customer or supplier
Maintain
Maintain
Routing
Routing
The Process Engineer
develops the processes
to be used in
manufacturing,
including resources for
the item.
PD1849
PD1849
Maintain
Maintain
Recipe
Recipe
The process of creating

and maintaining recipes
linking the formula and
routing with organization
specific overrides where
necessary is done.
PD0647
PD0647
Estimate
Estimate
Product
Product
Costs
Costs
The Cost Accountant
develops a cost
estimate using material
and resource costs.
PD1752
PD1752
Release
Release
to
to
Production
Production
The Formulator and
Quality Engineer
approves the
formula/recipe for
production use.
Regulatory Management
PD1847
PD1847
Maintain
Maintain
Regulatory
Regulatory
Information
Information
The Process Engineer
enters the regulatory
information for the item.
Product Costing
Third Party
LIMS System
FM1804
FM1804
Manage
Manage
Standard
Standard Product
Product
Cost
Cost Definition
Definition
FM1804
FM1804
Manage
Manage
Standard
Standard Product
Product
Cost
Cost Definition
Definition
FM0520
FM0520
Review
Review
Cost
Cost
Information
Information
Roles
Process Engineer
Formulator
Flow
Value
Statement
Demo Scripts
For purchased Items

set Standard Costs.
For Produced Items,

define manufactured
item, formula,
ingredient, and
resource costs.
Rollup Item Costs.

Review and confirm
standard costs.
Cost Accountant
Return
56
What does it cover?
Where is the ROI?
Value Statement
Who is affected?
P
I
W
Modules Licensed
Return
57
Demo Script
Key Data
P
I
W
Script Combinations
N/A
11i8
Return
58
Production Planning (Process)

Forecasting and Demand Management
PF2004
PF2004
Establish
Establish
Forecast
Forecast &
& Demand
Demand
Management
Management Policies
Policies
Establish Demand
management Policies
such as Customer
Service, Safety Stock,
Performance Metrics.
PF1766
PF1766
Manage
Manage
Forecast
Forecast
A Planner enters detail
forecast.
PF2014
PF2014
PF1771
PF1771
Review
Review
and
and Revise
Revise
Forecast
Forecast
.
A Planner
modifies
the forecast as
required based on
input from various
Company sources
(Sales, Mfg., ).
Generate
Generate
MPS
MPS
.
A Planner defines rules

for making planning
calculations.
A Planner develops
schedules for make to
stock manufacturing.
Production Planning
PF1764
PF1764
Generate
Generate
Review
Review Error
Error
MRP
MRP
Messages
Messages
PF1852
PF1852
The Planner generates

MRP Run.
The Plannerthe
approves
the forecast run.
PF2039
PF2039
Analyze
Analyze
Plan,
Plan, KPIs
KPIs
and
and Exceptions
Exceptions
The Planner reviews
the error messages.
PF2040
PF2040
Release
Release
Schedule
Schedule
The Planner approves

the forecast run.
Roles
Demand Planner
Production Planner
Flow
Value
Statement
Demo Scripts
Material Manager
Return
59
What does it cover?
Where is the ROI?
Who is affected?
P
I
W
Modules Licensed
Return
60
Demo Script

Key Data
Script Combinations
N/A
11i8
Return
61
Production Execution (Process) (1 of 2)

PF2040
PF2040
Release
Release
Schedule
Schedule
Release production
schedule for labour and
machine planning.
PF1169
PF1169
Control
Control
Production
Production
Activity
Activity
Define Operating levels.
OP1776
OP1776
PF1761
PF1761
Create
Create
Production
Production
Orders
Orders
Manage
Manage
Firm
Firm
Planned
Planned Orders
Orders
Display FPOs listing item

or formula, desired
production, quantity,
and planned start and
completion dates.
View FPO ingredient

requirements before
executing the order.
Process Operation Control Execution

OP0081
OP0081
Create
Create
Production
Production
Batches
Batches
The Plant Manager
issues Batch Orders to
the production floor for
manufacture.
This covers the FPO.
OP1778
OP1778
Third Party
OP1779
OP1779
Allocate
Allocate
Material
Material
OP1777
OP1777
Manage
Manage
Production
Production
Order
Order
The process of allocating

raw material and packaging
material to production.
Identify
Identify
Shortages
Shortages
Releases to
Production a Batch to
be produced.
Identify component
shortages.
Determine availability of
substitutes.
OP1780
OP1780
Record
Record
Consumption
Consumption of
of
Component
Component Material
Material
SCADA/PLC
System
Plant personnel
manufacture and
record manufacturing
operations.
Quality Control
OP1834
OP1834
Create
Create
Quality
Quality
Samples
Samples
Plant personnel
Creates a sample for
inspection.
OP1835
OP1835
Maintain
Maintain
Quality
Quality
Results
Results
Quality personnel tests
and enters Assay
results.
OP1836
OP1836
Manage
Manage
Production
Production Quality
Quality
Approval
Approval Process
Process
Go To2/2
Quality personnel
notify production of
results.
Third Party
LIMS System
Roles
Material Manager
Plant Personnel
Quality Manager
Return
62
Production Execution (Process) (2 of 2)
(POC)-Shop Floor Execution

OP1781
OP1781
Record
Record
Material
Material
Production
Production
Go To 1/2
Report Good and bad

quantity.
OP1168
OP1168
Perform
Perform
Rework
Rework
Rework product if
necessary.
OP1785
OP1785
Record
Record
Resource
Resource
Usage
Usage
Actual labor activities
and time are charged to
the batch.
MM1819
MM1819
OP1770
OP1770
Conduct
Conduct
Stock
Stock to
to Stock
Stock
Transfers
Transfers
Complete
Complete
Production
Production
Order
Order
Store Finished Goods

produced from Production
Batches into Storage
Areas.
The Material Manager

completes the production
batch.
Roles
Flow
Value
Statement
Demo Scripts
Material Manager
Plant Personnel
Return
63
Production Execution (Process)
What does it cover?
Where is the ROI?
Who is affected?
P
I
W
Modules Licensed
Return
64
Demo Script

Key Data
Script Combinations
N/A
11i8
Return
65
Supplier Management
Requisition
to Pay (Process)
Requisitions
PR1005
PR1005
Purchase Orders
PR1180
PR1180
Maintain
Maintain
Suppliers
Suppliers
PR1181
PR1181
Manage
Manage
Requisitions
Requisitions
Enter and Manage

Supplier Information
Manage and review

automatically or manually
created requisitions for
completeness, approvals,
etc.
MM1135
MM1135
Accept or reject
materials at the
receiving dock.
The buyer creates a

purchase order for the
selected supplier.
The purchase manager

approves the purchase
order.
The purchase order is
sent to the supplier.
Quality Management
MM1136
MM1136
Accept
Accept
or
or Reject
Reject
Deliveries
Deliveries
Authorize
Authorize
Purchase
Purchase
Orders
Orders
Issue
Issue aa
Purchase
Purchase
Order
Order
Select Suppliers for

requisitions
Receiving and Inspection
PR0129
PR0129
PR1182
PR1182
Select
Select
Suppliers
Suppliers
MM1188
MM1188
Receive
Receive
Material
Material
Supplier
Supplier
Inspect
Inspect
Received
Received
Material
Material
Receive materials from

suppliers, either into
inventory or into an
inspection area.
If required, inspect
material before moving to
inventory.
MM1810
MM1810
MM1139
MM1139
Manage
Manage Material
Material Review
Review
Board
Board
(MRB)
(MRB) Activity
Activity
Impound
Impound
Material
Material
If Material fails inspection,
impound material.
Manage the disposition of

impounded material.
Third Party
LIMS System
Inventory Management
MM0406
MM0406
Put
Put Away
Away
Material
Material
Move the material to the
warehouse.
Links to WMS
Supplier Invoices
PR1010
PR1010
Manage
Manage
Supplier
Supplier
Invoices
Invoices
The AP clerk matches the invoice
against the PO and/or receipt.
The invoice is approved for
payment.
Accounts Payable
PR1022
PR1022
Issue
Issue
Supplier
Supplier
Payments
Payments
The invoice is approved by the
payables manager.
The payment is sent to the supplier.
Roles
Accounts Payable Clerk
Payables Manager
Purchase Agent
Purchase Manager
Receiving Clerk
Inspector
Flow
Value
Statement
Demo Scripts
Inventory Clerk
Return
66
Requisition to Pay (Process)
What does it cover?
Where is the ROI?
Who is affected?
P
I
W
Modules Licensed
Return
67
Demo Script

Key Data
Script Combinations
N/A
11i8
Return
68
Order to Cash (1 of 2)
ATP Check, Reserve
Enter and Configure Order

OF0065
OF0065
OF0052
OF0052
Enter
Enter
Orders
Orders
(Collaboration)
(Collaboration)
Any channel
XML, EDI, iStore
Phone etc
Single source!!!
Check ATP
Schedule Order
Reserve stock
Cust. feedback
Ship Confirm
Pick Slip
Mobile Devices
Pick/Pack rules
Auto
Credit check
Firm order
Demand created
Schedule
Schedule
Carrier
Carrier
Bill of Lading
Packing Slip
Custom doc.
Confirms Shipment
Carrier Notification
ASN to buyer
Optimisation
Grouping rules
Carrier choice
OF1079
OF1079
Issue
Issue
Returned
Returned Material
Material
Authorization
Authorization
Manage returns
Approve RMA
Auto
Invoice Customer
Generate
Generate
Customer
Customer Invoices
Invoices
from
from Sales
Sales Orders
Orders
Auto created
Freight Charge
Credit Notes
OF1071
OF1071
Schedule
Schedule Sales
Sales
Order
Order Ship
Ship
Date
Date
Returns
MM0398
MM0398
Ship
Ship
Material
Material
OF1027
OF1027
Plan Shipment
Auto
Carrier Pick Up
MM1149
MM1149
Pick
Pick
Material
Material
Manage
Manage
Customer
Customer
Orders
Orders
Check
Check
ATP
ATP
Options
Exclusivity
Guided Buying
Guided Selling
MM1090
MM1090
OF1069
OF1069
PF2036
PF2036
Specify
Specify
and
and
Configure
Configure Order
Order
Release Order
for Picking
Book Order
Collect Cash
Go To2/2
OF1032
OF1032
Apply
Apply Customer
Customer
Receipts
Receipts Cash
Cash
Applications
Applications
Receive Cash
See full Fin
Apps Flow!
Vision Corporation
Order Department
Workflow Managed
Shipment Department
Auto
Customer
Return
69
Order to Cash ( 2 of 2)
Check ATP
Schedule Order
OF1071
OF1071
PF2036
PF2036
Go To 1/2
+ On-hand
+ Production
+ Receipts
Demand
MM1090
MM1090
Schedule
Schedule
Sales
Sales Order
Order
Ship
Ship Date
Date
Check
Check
ATP
ATP
Auto
Best Warehouse
Set Ship Date
Set Arrival Date
Best Date
Reserve Stock
Pick
Pick
Material
Material
Move Order
Line Detailing
Auto
Auto
Vision Corporation
Order Department
Shipment Department
Customer
Flow
Value
Statement
Demo Scripts
Workflow Managed
Auto
Return
70
Order to Cash
What does it cover?
Who is affected?
Capturing the Sales Order from any

channel
Scheduling the order
Integrating with Manufacturing and

Distribution for Capacity constraints
Configuring the order
Planning and executing shipments
Collecting cash
Modules Licensed
Where is the ROI?

Automation
Reducing the capital tied up in the Supply
Chain
Creating a better buying experience for
the customer
Sales staff
Manufacturing staff
Shipping staff
Warehouse staff
Carriers
Order Management
Optional:
Advanced Pricing
Global ATP - APS
Oracle Configurator
Release Management
Warehouse Management
CRM Sales Modules
Return
71
Order to Cash
Demo Script

1.
Complex Outbound Flow
2.
Global Order Promising
3.
Order to Cash
4.
Order to Cash with RMA
Key Data
Script Combinations
Org = specific for each script

User = specific for each script
Responsibility = specific for each script
Supplier = NA
11i8
Customer = SmartBuy
Contact = NA
Item = specific for each script
Return
72
Procure to Pay Main Flow

Analysis to Award
PR0152
PR0152
PR0131
PR0131
Provide
Provide
Specification
Specification
& RFQ
RFQ
Analyze
Analyze
Sourcing
Sourcing
Requirements
Requirements
Publish RFQ / Auction

Place bids
Monitor Sourcing
event
Periodical Contract Review

Create / Change Sourcing
Strategy
Create Sourcing Document
PR0132
PR0132
PR0134
PR0134
Evaluate
Evaluate
&
& Award
Award
Negotiations
Negotiations
Evaluate
Evaluate
Supplier
Supplier Contract
Contract
Performance
Performance
Optimize decision
Award
Create Contract or PO
Requisition to Pay
PR1180
PR1180
Manage
Manage
Requisition
Requisition
Enter Requisition /
Generate Demand
Approve requisition
Release Requisition
CM5513
CM5513
Publish
Publish
Order
Order
Visibility
Visibility Data
Data
Query PO
Confirm PO
Create ASN
PR1935
PR1935
Receive
Receive
Non
Non Production
Production
Goods
Goods &
& Services
Services
Receive item
PR1010
PR1010
Manage
Manage
Supplier
Supplier
Invoices
Invoices
Create / receive
Invoice
PR5889
PR5889
Approve
Approve
Supplier
Supplier
Invoice
Invoice
Approve Invoice
PR1022
PR1022
Issue
Issue
Supplier
Supplier
Payment
Payment
Enter Payment
Manage Suppliers
Vision Corporation
PR1185
PR1185
Analyze
Analyze
Quality
Quality
Performance
Performance
Flow
Value
Statement
Demo Scripts
The supplier performance

is reviewed by defects,
delivery exceptions, price,
volume and amounts
Warehouse staff or
Requisitioner
Purchasing staff
Accounts Payable
Supplier
Return
73
What does it cover?
Who is affected?
Management of PO including
Autocreation of Requisitions based on

Demand
Auto-Approval
Autocreation of PO
Receiving
Manage Invoice and Payment
Supplier Collaboration
Intelligence (Purchasing History and

Supplier Performance)
Where is the ROI?
Automation
Shorten cycle time
Focus on Supplier Relationship Mgt
Warehouse staff
Purchasing Staff
Accounts Payable Staff
Suppliers
Modules Licensed
iProcurement
iSupplier Portal
Purchasing Intelligence
Purchasing
Accounts Payable
Return
74
Demo Script

1.
Procure to Pay Comprehensive
2.
Procure to Pay Main Flow with Auctions
Key Data
Script Combinations

Supplier = specific for each script
11i8
Customer = NA
Contact = NA
Return
75
Requisition to Pay - Direct

Manage Requisition
PR1180
PR1180
Manage
Manage
Requisitions
Requisitions
PR1182
PR1182
PR0128
PR0128
Auto
Auto
Fully automated
Hands-free generation of
requisitions
Automatic sourcing
Automatic approval
Receiving
MM1136
MM1136
Receive
Receive
Material
Material
Supplier
Supplier
Requestor confirms
receipt
Issue
Issue aa
Purchase
Purchase
Order
Order
Authorize
Authorize
Requisitions
Requisitions
Auto
Auto-create and release
purchase order against
blanket order no
manual intervention
Manage Payment
PR1931
PR1931
Manage
Manage
Evaluated
Evaluated
Receipts
Receipts
Auto
The invoice is created

automatically
Find and view invoice
Manage Suppliers
PR5889
PR5889
Approve
Approve
Supplier
Supplier
Invoice
Invoice
PR1022
PR1022
Issue
Issue
Supplier
Supplier
Payment
Payment
The invoice is
approved and
matched against
PO
Auto
PR1185
PR1185
Analyze
Analyze
Quality
Quality
Performance
Performance
The supplier performance is
reviewed by defects,
delivery exceptions, price,
volume and amounts
Vision Corporation
Warehouse staff
Purchasing staff
Accounts Payable
Flow
Value
Statement
Demo Scripts
Supplier
Return
76
What does it cover?
Who is affected?
Management of PO including
Autocreation of Requisitions based on

Demand
Auto-Approval
Autocreation of PO
Receiving

Where is the ROI?
Automation
Shorten cycle time
Warehouse staff
Purchasing Staff
Suppliers
Modules Licensed
iProcurement
iSupplier Portal
Purchasing
Accounts Payable
Return
77
Demo Script

1.
Requisition to Pay Direct
Key Data
Script Combinations

Supplier = specific for each script
11i8
Customer = NA
Contact = NA
Return
78
Requisition to Pay - Indirect

Manage Requisition
Receiving
PR1180
PR1180
PR0128
PR0128
Manage
Manage
Requisitions
Requisitions
PR1935
PR1935
PR1182
PR1182
Authorize
Authorize
Requisitions
Requisitions
Receive
Receive
Non-Production
Non-Production
Goods
Goods and
and Services
Services
Issue
Issue aa
Purchase
Purchase
Order
Order
Auto
Search for requisition

Requisition is
approved
automatically due to
submitters authority
Search for item to buy

Add item to shopping cart
Check out and submit
requisition
Auto-release against
blanket order no
manual intervention
Manage Suppliers
Manage Payment
PR5889
PR5889
PR1931
PR1931
Manage
Manage
Evaluated
Evaluated
Receipts
Receipts
Approve
Approve
Supplier
Supplier
Invoice
Invoice
Auto
Auto
The invoice is created

automatically
Find and view invoice
Requestor confirms
receipt
PR1022
PR1022
Issue
Issue
Supplier
Supplier
Payments
Payments
Auto
The invoice is
approved
PR1185
PR1185
Analyze
Analyze
Quality
Quality
Performance
Performance
The supplier performance
is reviewed by defects,
delivery exceptions,
price, volume and
amounts
Vision Corporation
Supervisor
Requisitioner
Flow
Value
Statement
Demo Scripts
Purchasing staff
Accounts Payable
Return
79
What does it cover?
Who is affected?
Manage Requisition including
Catalog Search
Approval
PO creation
Receiving

Requisitioner
Supervisor
Purchasing Staff
Suppliers
Modules Licensed
Where is the ROI?
Automation
Shorten cycle time
Eliminate maverick buying
iProcurement
iSupplier Portal
Purchasing
Accounts Payable
Return
80
Demo Script

1.
Requisition to Pay Indirect
Key Data
Script Combinations
Org = V1
User = operations/welcome corpexp/welcome
grainger/welcome supplier/welcome
Responsibility = Payables Vision Operations
(USA), General Ledger Vision Operations
Supplier = multiple
Customer = NA
11i8
Contact = NA
Item = multiple
Return
81
Assets to Disposal
Purchase Orders
Requisitions
PR1182
PR1182
PR1180
PR1180
Manage and review

automatically or
manually created
requisitions for
completeness,
approvals, etc.
MM1136
MM1136
Receive
Receive
Material
Material
Supplier
Supplier
The buyer creates a

selected supplier.
Receive materials
from suppliers, either
into inventory or into
an inspection area.
Fixed Asset Management Create Asset

PR1906
PR1906
The AP Clerk receives an

invoice.
The invoice is matched
against PO.
The invoice is approved for
payment.
AM7518
AM7518
Execute
Execute
Asset
Asset
Tasks
Tasks
Transfer
Transfer
Fixed
Fixed
Assets
Assets
Assets can be moved
to new locations
and/or (account)
assignments.
Asset Inventory
reports are run and
verified with actual
Inventory.
Period Close
Flow
Value
Statement
Demo Scripts
FM1103
FM1103
Manage
Manage
Fixed
Fixed Assets
Assets
Inventory
Inventory
The asset is added to

inventory as capital or
CIP.
FM0480
FM0480
Inspect material in the

inspection area.
Reject any materials
that do not meet
product quality plan
standards
FM1108
FM1108
Maintain
Maintain
Fixed
Fixed
Asset
Asset
Any asset related invoices

(invoices coded to the
asset clearing account are
interfaced to Assets
department for processing
Manage
Manage
Supplier
Supplier
Invoices
Invoices
Inspect
Inspect
Goods
Goods
Fixed Asset Management - Use asset
FM1102
FM1102
Transfer
Transfer
Asset
Asset Invoices
Invoices
to
to FA
FA Dept
Dept
PR1010
PR1010
MM1753
MM1753
Issue
Issue aa
Purchase
Purchase
Order
Order
Manage
Manage
Requisitions
Requisitions
Supplier Invoices
Financial Reporting
FM1914
FM1914
Calculate
Calculate
Asset
Asset
Depreciation
Depreciation
Perform
Perform
Fixed
Fixed Assets
Assets
Period
Period Close
Close
Depreciation
Expense is calculated
and Accumulated
Depreciation is
updated for every
capitalized asset in
the Corporate Book.
Activities required to
close Fixed Assets
and send transactions
to GL.
FM1104
FM1104
Manage
Manage
Fixed
Fixed Asset
Asset
Loss/Disposal
Loss/Disposal
Company owned assets
are disposed. The asset
is retired.
Proceeds of sale, cost of
removal and any gains or
losses are recorded.
Enter maintenance
operation
Notify requestor that
operation is complete
Charge back costs
Vision Corporation
FM1940
FM1940
Generate
Generate
Internal
Internal
Reports
Reports
Internal financial
reports are generated,
distributed and
reviewed.
Employee
Buyer
AP Clerk
Asset Accountant
General Acctg Manager
Repair technician
Return
82
Assets to Disposal
What does it cover?
Who is affected?
Asset purchase
Asset receipt and invoice matching
Asset registration and assignment in asset

register
Asset depreciation
Asset disposal
Asset inventory
Asset maintenance
Modules Licensed
Where is the ROI?
Employees using assets

Accounts Payables clerks
Asset accountants
CFO
Maintenance technicians
Fixed Assets
Accounts Payables
General Ledger
I-Procurement
Enterprise Asset
Management
Reduce workload for adding new assets

Ability to track your assets more accurately
Return
83
Assets to Disposal
Demo Script
Assets to Property Lifecycle - Assets to Disposal
Key Data
Script Combinations
Org = Vision Operations, Seattle Maintenance
N/A
User = OPERATIONS
Responsibilities =
iProcurement
Purchasing, Vision Operations (USA)
Payables, Vision Operations, (USA)
Assets, Vision Operations, (USA)
11i8
General Ledger, Vision Operations (USA)

Enterprise Asset Management
Self Service Maintenance
Supplier = GE Capital
Return
84

Treasury and Cash Management - Monitor Account Balances
FM1908
FM1908
Record
Record
Bank
Bank
Statements
Statements
Upload and import
Bank statements using
seeded formats
Customer Order
OF0065
OF0065
Enter
Enter
Order
Order
i-Store: Large
value sales order
placed in JPY
Raise Sales Invoice

OF1027
OF1027
Generate
Generate
Customer
Customer Invoices
Invoices
from
from Sales
Sales Orders
Orders
Invoice is raised and
sent in USD instead of
JPY as planned
FM1905
FM1905

- Maintain Account Balances
FM1910
FM1910
Reconcile
Reconcile
Bank
Bank
Balances
Balances to
to GL
GL
FM0547
FM0547
Reconcile
Reconcile
Bank
Bank Statements
Statements
to
to Transactions
Transactions
Automatically or
manually reconcile the
bank statements
Finalize
reconciliation
Review
Review
Bank
Bank
Balances
Balances
Review bank account
balances for deficits/
surplus funds
FM0551
FM0551
Transfer
Transfer
Cash
Cash
Transfer funds to
net off deficit and
surplus balances
Treasury and Cash Management - Eliminate Currency Exposure

FM0537
FM0537
OF1069
OF1069
Maintain
Maintain
Exchange
Exchange
Rate
Rate Policy
Policy
Manage
Manage
Customer
Customer
Orders
Orders
Check currency
position
Treasurer checks JPY
position in 3 months
time
Drill Down to Customer

Order
Includes a receipt for
100,000,000
JPY due in 90 days

- Balance Currencies
FM0537
FM0537
FM0527
FM0527
Maintain
Maintain
Exchange
Exchange
Rate
Rate Policy
Policy
Check currency
position
Both USD and JPY
positions reviewed
FM0527
FM0527
Perform
Perform
Investment
Investment
Procedures
Procedures
Treasurer sells forward
100,000,000 JPY
against Euro
Treasury/Cash
Mgmt - Confirm
FM0527
FM0527
Perform
Perform
Investment
Investment
Procedures
Procedures
Perform
Perform
Investment
Investment
Procedures
Procedures
Enter a Currency
swap, USD against
JPY
Treasury Clerk sends

confirmation letter for
transaction
FM0537
FM0537
Maintain
Maintain
Exchange
Exchange
Rate
Rate Policy
Policy
Confirm exposure is
eliminated
Treasurer checks JPY
position in 3 months
time
Vision Corporation
Customer
Treasurer
Clerk
Flow
Value
Statement
Demo Scripts
Return
85
What does it cover?
Who is affected?
Query bank account balances
Eliminate overdraft by transferring funds
Upload bank statements and reconcile
Confirm the overdraft has been covered
Customer enters order on i-Store in Euro
Invoice sent in GBP not Euro
Modules Licensed
Drill down to customer order to establish

potential Euro receipt in 75days
Sells forward Euro V. USD and confirm
Currency swap entered GBP V. Euro
Customer
Receivables Clerk
Treasury Clerk
Treasurer
Cash Management
Treasury
iStore
Accounts Receivable
Where is the ROI?
Reduction in FX, interest and bank charges

Setting up InHouse Banking/SSC
Accelerated responses to market changes
Return
86
Demo Script

Financial Planning to Reports - Treasury: Cash Management
Key Data
Script Combinations
Org = Vision Operations
N/A
Users = SYSADMIN,TPCONNOR, OPERATIONS, DLYON

Responsibilities =
Payables, Vision Operations (USA)
Receivables, Vision Operations (USA)
General Ledger, Vision Operations (USA)
Order Management Super User, Vision Operations (USA)
Inventory, Vision Operations (USA)
11i8
System Administrator
Cash Management, Vision Operations (USA)
Treasury, Vision Operations (USA)
IBE_ADMINISTRATOR
Return
87
Opportunity to Project Mgt. (Project Mgt. Main Flow)

Opportunity to Contract
Project Contracting
PM5794
PM5794
SL7172
SL7172
Identify & Track project

opportunities
Forecast Sales
Manage & Plan
Accounts
Track Cost of Sales
Create
Create
Staffing
Staffing
Requirement
Requirement
Initiate Project & Define

Project Plan
Create Project & Work
breakdown structure
Define Charge Controls
Fund & Budget
Create Staffing
Requirements
Identify available
Resources
Evaluate, Review, Assign
Candidates
Project Billing
Project Expenditure
PM5842
PM5842
Enter
Enter Project
Project
Timecard
Timecard
Expenditures
Expenditures
Manage
Manage
Requisitions
Requisitions
Create & Collect weekly

time and expense reports
Manage Approvals
Track Missing Timecards
Distribute Costs
Manage Payments
Project Close Out
PM5839
PM5839
Review, transfer &

adjust if necessary
project expenditures
Review Accounts
Process Adjustments
Review deliverables
Perform Adjustments
Commission Project
Archive Project
Documents
Close Project
PM5866
PM5866
Review
Review
Project
Project
Performance
Performance
Manage
Manage
Project
Project Revenue
Revenue
Recognition
Recognition
Track Progress & issues

Manage Work schedules
Check Actuals &
Commitments vs. Budgets
Monitor Project
Performance Indicators
Process expenditures
Recognize Revenue
Manage Invoice
Approvals
Generate Project Invoices
Monitor Project Collections
Project Analysis
Review
Review
Project
Project
Performance
Performance
Close
Close
Project
Project
PM5857
PM5857
Process
Process
Project
Project
Expenditures
Expenditures
PM5839
PM5839
PM5873
PM5873
Flow
Value
Statement
Demo Scripts
PM5728
PM5728
Define
Define
Project
Project
Plan
Plan
Manage Bid/Proposal
process
Author Contract
documents and Changes
Manage approvals &
signatures
PR1180
PR1180
Create project requisitions

Manage purchase
Approvals
Procure and receive items
Manage Commitments
Manage Payments
Project to Staffing
PM5812
PM5812
Sign
Sign
Project
Project
Contract
Contract
Manage
Manage
Opportunity
Opportunity
Requisitions
Contract to Project
Analyse costs, revenue,

profitability, deliverables
Review resource usage
Analyse Project Key
Performance Indicators
(KPIs)
Roles
Sales
Third Parties
Customer
Delivery
Accounting
Supplier
Return
88
Value Statement
What does it cover?
Who is affected?
Opportunity Management
Project Contract Management
Project Resource Management
Project Creation & Planning
Procurement
Timecard Management
Expense Management
Project Management
Project Controlling
Modules Licensed
Where is the ROI?
Sales
Project Mgr
Project Team Member
Resource & Staffing Manager
Legal & Administration
Purchasing
Accounting
Maximized Profitability across the

extended service chain
Streamlined global operations, reduced
Operating Costs & Increased Productivity
Improved Project Collaboration
Optimised Delivery through efficient
Resource Deployment and Capacity mgt
Increased Customer Satisfaction
Oracle Sales Online

Project Opportunity Mgmt**
Project Contracts
Project Costing, Project Billing
Project Resource Management
Project Tracking & Collaboration**
Project Connect
Oracle iProcurement, iReceivables
Oracle Purchasing, Payables,
Receivables
Oracle Time & Labour
Internet Expense
Oracle Discoverer
Project Intelligence**
** still under development
Return
89
Demo Script
Key Data
P
I
W
Script Combinations
Org = Vision Services

Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran), BPALMER
(Blair Palmer), DGRAY (Donald Gray)
Responsibilities = Projects, Vision Services (USA)
Project Resource Management, Project Manager, Vision Services (USA)
Project Resource Management, Staffing Manager, Vision Services (USA)
iProcurement, Services (USA)
OTL Self Service
Mass Timecard Approval
iExpences, Vision Services (USA)
Payables, Vision Services (USA)
Receivables, Vision Services (USA)
Customer = United Parcel Service
Supplier= Corporate Express Office Supply
Item=Franklin Covey Planning System, Snap Tab, Folio, Page Size 8-1/2 inch x
N/A
11i8
11 inch, Black
Return
90
Manage
Time & Expenses
Time & Labor Management
HR2108
HR2108
Enter
Enter
Time
Time
Project emember
enters time in the
appropriate time
collection device or
via the web.
Project member
submits time
Project Expenditure
HR2115
HR2115
HR2114
HR2114
Approve
Approve
Time
Time
Entered
Entered
Project Manager
approves the time
entered at the end of
the collection period.
Supplier Invoices Expense Reports

PR1009
PR1009
Manage
Manage
Expense
Expense
Reports
Reports
Employee enters
his/her expense report
via the web.
Expense report is
routed via the
application to the
Department Manger.
PM5858
PM5858
Manage
Manage
Time
Time
Reports
Reports
Process
Process
Project
Project
Allocations
Allocations
Validate that the

employee time
collected is valid and
in the correct format
Review missing
timecards
Project manager
distributes
administrative overhead
allocation charges.
Project
Expenditure
Supplier Invoices
PM5858
PM5858
PR1012
PR1012
Process
Process
Project
Project
Allocations
Allocations
Approve
Approve
Expense
Expense
Reports
Reports
Project manager
reviews and approves
expense report.
Project manager
distributes
allocation charges.
Accounts Payable
PR3200
PR3200
PR1016
PR1016
Issue
Issue
Employee
Employee
Expense
Expense Payments
Payments
Manage
Manage
Employee
Employee
Expense
Expense Receipts
Receipts
Team member receives

notification on payment
of expenses
Employee imaged or
paper receipts are
matched to the expense
report.
Roles
Project Member
Project Manager
Flow
Value
Statement
Demo Scripts
Accounting
Third Parties
Customer
Supplier
Resource Mgr
Return
91
Manage Time & Expenses
What does it cover?
Who is affected?
Create weekly time cards
Create weekly expense reports
Workflow notifications for manager

approval
Review Missing Time Cards
Distribute Costs & Generate Accounts
Reimburse Expenses
Workflow notifications to Payee
Where is the ROI?
Project Member
Project Manager
Resource Manager
Accounts Payables
Modules Licensed
Oracle Time & Labour

Internet Expense
Project Costing
Oracle Payables
Reduced Cycle time for timecard and

expense report processing
Increased administrative costs savings
Improved employee productivity
Increased Transaction Accuracy
(Chargeability & Billing)
Return
92
Manage Time & Expenses
Demo Script
Opportunity to Project Management: Execution to Billing - Time & Expenses
Key Data
Script Combinations
N/A
Users = SERVICES (Amy Marlin), BPALMER

Responsibilities = OTL Self Service
Projects, Vision Services (USA)

Internet Time, Vision Services (USA)
11i8

Payables , Vision Services (USA)
Return
93
Manage Expenditure & Check Status

Project Expenditure
PM5857
PM5857
Process
Process
Project
Project
Expenditures
Expenditures
Make necessary
adjustments to the
project expenditure
Project Execution
PM5858
PM5858
Process
Process
Project
Project
Allocations
Allocations
Transfer expenditure to
another project if
necessary
PM5860
PM5860
Generate
Generate
Financial
Financial
Transactions
Transactions
Check the account
distributions which have
automatically been
generated
Review financial
information
PM5863
PM5863
Manage
Manage Project
Project
Expenditure
Expenditure
Adjustments
Adjustments
The accountant
processes all the
project adjustments by
distributing cost for
labour, expenses etc.
PM5839
PM5839
Review
Review
Project
Project
Performance
Performance
The project manager
checks status,
analyses costs,
profitability, revenue
and time usage.
Roles
Project Manager
Flow
Value
Statement
Demo Scripts
Accounting
Third Parties
Customer
Supplier
Return
94
Value Statement
What does it cover?
Who is affected?
Review project expenditures
Verify cost chargeability and billability
Adjust project expenditures
Transfer project expenditures
Review account distributions
Process/Re-process adjustments
Analyse project costs
Check Project status
Project Accounting
Project Manager
Modules Licensed
Project Costing
Project Billing
Where is the ROI?
Reduced administrative cost and time

Simplified and shortened billing cycle
through online reviews and adjustments
Increased transparency and accuracy on
chargeable and billable expenditures
Return
95
Demo Script

Opportunity to Project Management: Execution to Billing - Manage Expenditu
re and Status
Key Data
Script Combinations
N/A
User = SERVICES (Amy Marlin)

Responsibility = Projects, Vision Services (USA)
11i8
Return
96
Billing
Project
Expenditure
PM5857
PM5857
Project Billing
Project Expenditure
PM5866
PM5866
PM5860
PM5860
Process
Process
Project
Project
Expenditues
Expenditues
Manage
Manage
Project
Project Revenue
Revenue
Recognition
Recognition
Generate
Generate
Financial
Financial
Transactions
Transactions
Accountant collects all

project expenditures
Review expenditures
Manage cross-charges
The financial analyst

kicks off procedures for
generating Draft revenue
recognition

manages draft project
invoices process
Generate Intercompany Invoices &
Cross-charges
Customer Invoices
Project Billing
PM5869
PM5869
OF1027
OF1027
Manage
Manage
Project
Project
Invoices
Invoices
Generate
Generate
Customer
Customer Invoices
Invoices
from
from Sales
Sales Orders
Orders
The financial analyst/

project mgr reviews
draft revenue and
billing information
Adjusts as necessary
and re-processes
Project Mgr.
approves Draft
Invoice

kicks off procedures
for generating invoices
Bill amounts are
calculated, invoices
are formatted for
publishing, posting
and funding balances
are updated.
OF5882
OF5882
OF1032
OF1032
Present
Present
Customer
Customer
Invoices
Invoices
Customer views invoice
info, argues on invoices
if needed, enters
payment info, etc
Customer Invoices
Apply
Apply Customer
Customer
Receipts
Receipts
Cash
Cash Applications
Applications
Accountant monitors
Days Sales
Outstanding (DSO) and
collections
Roles
Project Member
Project Manager
Accounting
Interface
Flow
Value
Statement
Demo Scripts
Interface
Interface
Invoice
Invoice
Information
Information
Interface draft Invoice
to external billing
system
Interface
Interface
Accounting
Accounting
Information
Information
Interface revenue to
external accounting
system
Third Parties
Customer
Supplier
Return
97
Billing
What does it cover?
Who is affected?
Collect & Process Expenditures
Manage cross-charging / Interco Billings
Manage Project Revenue
Create Draft project invoices
Manage Invoice Adjustments
Manage Invoice Approvals
Manage Customer Bill presentment &

disputes
Monitor Collections & Receivables
Project Accounting
Project Manager
Customer
Modules Licenced
Project Costing
Project Billing
Oracle Receivables
iReceivables
Where is the ROI?
Improved Cash Flow through shortened

and streamlined Invoicing Cycle
Increased Billing Accuracy through
automated billing controls
Reduced process complexity with flexible
Project billing & revenue recognition rules
Return
98
Billing
Demo Script
Opportunity to Project Management: Execution to Billing - Billing
Key Data
Script Combinations
Orgs = Vision Project Mfg, Vision Services
N/A
Users = PROJMFG (Max Kingston), SERVICES

(Amy Marlin), CSR (United Parcel Service)
Responsibilities =
Projects, Vision Project Mfg (MRC)
Receivables, Vision Project Mfg (MRC)
11i8
Projects, Vision Services (USA)

Return
99
Plan to Project Delivery

Project Planning (in your existing project planning system)
PM5812
PM5812
PM5815
PM5815
PM5809
PM5809
PM5800
PM5800
Define
Define
Project
Project
Plan
Plan
Define
Define
Project
Project
Schedule
Schedule
Develop
Develop
Project
Project
Template
Template &
& WBS
WBS
Import
Import
Project
Project
Plan
Plan
Project manager
creates the work plan
for the project.
Next he defines the

project scope and time
scheduling for each
project task
If necessary, project
manager creates Gantt
Chart with milestones
and dependencies
The project manager

transfers the workplan
from his pps to Oracle
Projects through a
standard interface
Project Budgeting
PM5827
PM5827
Define
Define
Project
Project
Budget
Budget
Project Manager or
Admin enters the
project budget
PM5821
PM5821
Define
Define
Contract
Contract
Funding
Funding
The project manager

adds further project
details
Next step he or admin

enters the project
funding
Project Expenditures
PM5728
PM5728
PM5737
PM5737
PM5842
PM5842
PM5749
PM5749
Enter
Enter Project
Project
Timecard
Timecard
Expenditures
Expenditures
Create
Create
Staffing
Staffing
Requirements
Requirements
Assign
Assign
Resources
Resources
Approve
Approve
Resource
Resource
Assignment
Assignment
The Project Manager

defines requirements,
applies team templates,
views candidate lists
The Project Manager

searches for available
resources based on the
skill database
Resource Manager
approves the resource
requests
Customer Invoices
Present
Present
Customer
Customer
Invoices
Invoices
Manage
Manage
Project
Project Revenue
Revenue
Recognition
Recognition
Accountant or Project
Manager generate
Revenue and Draft
Invoice based on Project
Type and Customer
Agreements
Customer views invoice

info, argues on invoices
if needed, enters
payment info, etc
The team members

enter Timecards,
Expense Reports,
Supplier Invoices
Monitor Project
OF5882
OF5882
PM5866
PM5866
Demo Scripts
PM5818
PM5818
Define
Define
Project
Project
Details
Details
Project Staffing
Project Billing
Flow
Value
Statement
Project Planning
Interface Project
PM5839
PM5839
Review
Review
Project
Project
Performance
Performance
The project manager
compares Budget,
Forecast and Actuals
Vision Corporation
Project Manager
Project Member
Accountant
Return 100
What does it cover?
Who is affected?
Integration of Third Party Planning Tools

with an out-of-the box interface
Interface Workplan to Oracle Projects
Enter Projects Details
Enter Project Budgets
Staff Resources
Enter Expenditures
Generate Revenue and Invoices
Control Project Performance
Modules Licensed
Where is the ROI?
Project Manager
Project Administration
Resource Manager
Increase project profitability

Reduce administrative cost
Out of the box integration of multiple diversed
project sources onto one single global
validated project repository
Project Connect
Project Costing
Project Billing
Resource Management
iTime
iExpense
Account Receivables
101
Return
Demo Script

Key Data
Script Combinations

Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran),
BPALMER (Blair Palmer), DGRAY (Donald Gray)
OTL Self Service
Item=Franklin Covey Planning System, Snap Tab, Folio, Page Size 8-1/2 inch
N/A
11i8
x 11 inch, Black
102
Return
Staff to Project Delivery

Project Initiation
Project Staffing
PM5803
PM5803
PM5728
PM5728
Define
Define
Project
Project
Charter
Charter
Select Template
Enter basic data for
the new project
PM5737
PM5737
PM5734
PM5734
Create
Create
Staffing
Staffing
Requirement
Requirement
Assign
Assign
Resources
Resources
Evaluate
Evaluate
Resources
Resources
Apply Team Template

Confirm Start Date
Search Resource Pool

Select Candidates
Nominate Resources
as a Candidate
Rank Candidates
Select Resource and

assign directly to Project
Project Staffing
PM5752
PM5752
Commit
Commit
Resources
Resources
Resource Mgr.
reviews notification
Team Member
reviews planned
assignments
Project Expenditure
PM5842
PM5842
Enter
Enter Project
Project
Timecard
Timecard
Expenditures
Expenditures
PM5749
PM5749
PM5761
PM5761
Approve
Approve
Resource
Resource
Assignment
Assignment
Resource Mgr.
approves
Review
Review
Utilization
Utilization
Team Member views:

Schedule/Profile
Candidacy List
Competencies
Work Preferences
Project Staffing
Project Execution
PM5761
PM5761
Review
Review
Project
Project
Performance
Performance
Review
Review
Utilization
Utilization
PM5839
PM5839
Vision Corporation
Project Manager
Staffing Manager
Resource Manager
Flow
Value
Statement
Demo Scripts
Team Member enter

and submit timecards
Org. Manager reviews

utilization
Org. Manager reviews

forecast
Team Member
Org. Manager
103
Return
What does it cover?
Who is affected?
Create Project
Create Staffing Requirements
Candidate Management
Resources Assignments
Approval Process
Enter Timecards
View Competences
View Utilization
Review Forecast
Modules Licensed
Where is the ROI?
Project Manager
Project Team Members
StaffingManager
Resource Managers
Organisation Manager
Project Res. Management

Project Costing
Project Billing
Internet Time
Increase profitability
Increase Resource Utilization
Reduce administrative costs
Increase customer and employee satisfaction
104
Return
Demo Script

Key Data
Script Combinations
N/A
Users = SERVICES (Amy Marlin), BCOCHRAN (Bob

Cochran), AHAMILTON (Anne Hamilton), DGRAY
(Donald Gray)
Responsibilities = Project Resource Management, Project
Manager, Vision Services (USA)
Project Resource Mgmt, Staffing Manager, Vision Services
(USA)
11i8
Project Resource Mgmt, Team Member, Vision Services (USA)

OTL Self Service
Project Resource Management, Organization Manager, Vision
Services (USA)
Customer = Imaging Innovations, Inc.
Return 105
105
Project Management Main Flow

Project Planning Define Project
Project
Budgeting
PM5821
PM5821
PM5815
PM5815
PM5827
PM5827
Define
Define
Contract
Contract
Funding
Funding
Develop
Develop
Project
Project
Template
Template &
& WBS
WBS
Project manager
creates the project
budget and requests
approval.
Project
Expenditures
PR1180
PR1180
Manage
Manage
Requisitions
Requisitions
A project member
Check Commitments
creates a requisition for Check Budgets
an item needed for the
project.
Project Expenditure
PM5857
PM5857
Process
Process
Project
Project
Expenditures
Expenditures
Financial Analyst distributes
charges to all projects.
Flow
Value
Statement
Demo Scripts
Authorize
Authorize
Requisitions
Requisitions
Approvals can be
controlled using
amount or account
code.
Staff project
Resource Manager
(supervisor of
resource) approves
resource assignment.
Employee enters
his/her expense report
via the web.
Expense report is
routed via the
application to the
Department Manger.
Enter time in the

appropriate time
collection device or
via the web.
Receive Goods
Manage Payment
PR1935
PR1935
Issue
Issue aa Non
Non
Production
Production
Purchase
Purchase Order
Order
PO can be
automatically created
from Requisition.
PO can be created
manually.
Project Billing
PR1009
PR1009
Manage
Manage
Expense
Expense
Reports
Reports
Enter
Enter
Time
Time
PR1933
PR1933
PR0128
PR0128
PM5848
PM5848
Supplier Invoices
HR2108
HR2108
Approve
Approve
Resource
Resource
Assignment
Assignment
Requisition Approvals
Manage
Manage
Project
Project
Commitments
Commitments
Time and Labor

Management
PM5749
PM5749
Define
Define
Project
Project
Budget
Budget
Project manager selects the Project manager

updates the existing
appropriate project template
project with
and defines the work
agreement and
breakdown structure and
funding information.
customer information.
Manage
Procurement
Project Staffing
PR1010
PR1010
Receive
Receive Non
Non
Production
Production
Goods
Goods &
& Services
Services
Manage
Manage
Supplier
Supplier
Invoices
Invoices
The nonproduction
goods arrive at the
requisitioner/receivers
desk.
The accountant
matches invoices from
suppliers with the
purchase orders and
manages the payment
Project Execution - Performance
PM5866
PM5866
PM5869
PM5869
Manage
Manage
Project
Project Revenue
Revenue
Recognition
Recognition
Manage
Manage
Project
Project
Invoices
Invoices
Generate draft revenue;

adjust.
Generate final revenue,
account distributions
and update funding
balances.
Initiate invoice generation

process.
Customer bills are
calculated, funding balances
are updated and invoices are
sent to Receivables.
PM5833
PM5833
Manage
Manage
Project
Project
PM5839
PM5839
Review
Review
Project
Project
Performance
Performance
Vision Corporation
Project Manager
Project Member
Project manager
analyzes budget to
actual variances by
project, task or
resource.
Project performance
information is gathered
and disseminated,
status reporting,
progress measurement
and forecasting.
Accountant
Buyer
Return 106
What does it cover?
Who is affected?
Create Project and WBS
Enter Project Details
Create Project Budgets
Staff Resources
Enter Expenditures
Generate Revenue and Invoices
Modules Licensed
Control Project Performance
Where is the ROI?
Project Manager
Resource Manager
Project Costing
Project Billing
Resource Management
iTime (optional PO)
iExpense
Reduce time and expense processing

Reduce unaccounted time
Improve cash flow
Increase resource utilization
Return 107
107
Demo Script

Key Data
Script Combinations

OTL Self Service
x 11 inch, Black
N/A
11i8
Return 108
108
Budget to Bill
Project Budgeting
PM5827
PM5827
PM5830
PM5830
Define
Define
Project
Project
Budget
Budget
PM5842
PM5842
Manage
Manage
Project
Project
Budget
Budget
The Project manager

creates the project
budget and submits for
management approval.
Consultants working on
the Acme project
submit timecards.

approves the final
budget.
Costs can now be
collected against the
contract project and the
project is now officially
kicked off.
PM5852
PM5852
Enter
Enter Project
Project
Inventory
Inventory
Expenditures
Expenditures
The project manager
issues material out of
inventory to be used on
the Acme project.
PM5851
PM5851
PM5845
PM5845
Enter
Enter Project
Project
Timecard
Timecard
Expenditures
Expenditures
Enter
Enter Project
Project
Supplier
Supplier Invoice
Invoice
Expenditures
Expenditures
Enter
Enter Project
Project
Exp
Exp Report
Report
Expenditures
Expenditures
the Acme project
submit travel related
expenses.
Consultants purchase
computer supplies to be
used on the project.
Supplier invoice is
submitted to Accounts
Payable.
Project Billing
PM5858
PM5858
Process
Process
Project
Project
Allocations
Allocations
The project manager
distributes
allocation charges to
the Acme project.
PM5859
PM5859
Process
Process Cross
Cross
Charges
Charges for
for
Shared
Shared Resources
Resources
The project manager
processes charges from
consultants in its
Japan subsidiary to
the Acme project.
PM5866
PM5866
Manage
Manage
Project
Project Revenue
Revenue
Recognition
Recognition
generating revenue.
Revenue is calculated,
General Ledger account
distributions are
generated and funding
balances are updated.
PM5869
PM5869
Manage
Manage
Project
Project
Invoices
Invoices
generating invoices.
Bill amounts are
calculated, invoices are
formatted for printing and
posting and funding
balances are updated.
Roles
Project Manager
Flow
Value
Statement
Demo Scripts
Financial Analyst
Consultant
109
Return
Budget to Bill
What does it cover?
Who is affected?
Enter Expenditures: Timecards, Expense

Reports and Purchase Orders
Generate Revenue
Create Draft Invoices
Project Manager
Project Team Member
Modules Licensed
Where is the ROI?
Project Costing
Project Billing
iTime
iExpense
Optional: PO, Financials

Reduce unaccounted time
Reduce revenue leakage
Increase Project effectivness
Return 110
110
Budget to Bill
Demo Script

Project Management: Budget to Bill
Key Data
Script Combinations

Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran), BPALMER
OTL Self Service
Item=Franklin Covey Planning System, Snap Tab, Folio, Page Size 8-1/2 inch x
11 inch, Black
N/A
11i8
Return 111
111
Budget to Cost Management

Project Budgeting
PM5827
PM5827
Define
Define
Project
Project
Budget
Budget
The project manager
creates the project
PM5830
PM5830
PM5842
PM5842
Manage
Manage
Project
Project
Budget
Budget
Enter
Enter Project
Project
Timecard
Timecard
Expenditures
Expenditures

approves the final
budget.
Costs can now be
indirect project and the
kicked off.
An organization has
launched an internal
R&D project.
the R&D project submit
timecards.
PM5845
PM5845
Enter
Enter Project
Project
Exp
Exp Report
Report
Expenditures
Expenditures
the R&D project submit
travel related expenses.
PM5851
PM5851
Enter
Enter Project
Project
Supplier
Supplier Invoice
Invoice
Expenditures
Expenditures
Supplier invoice is
Payable.
PM5852
PM5852
Enter
Enter Project
Project
Inventory
Inventory
Expenditures
Expenditures
The project manager
the R&D project.
PM5859
PM5859
PM5858
PM5858
Process
Process Cross
Cross
Charges
Charges for
for
Shared
Shared Resources
Resources
Process
Process
Project
Project
Allocations
Allocations
The project manager
distributes
the R&D project.
The project manager

consultants in its Japan
subsidiary to the R&D
project.
Roles
Project Manager
Financial Analyst
Flow
Value
Statement
Demo Scripts
Consultant
112
Return
What does it cover?
Who is affected?

Check Project Performance
Project Manager
Modules Licensed
Where is the ROI?
Project Costing
Project Billing
iTime
iExpense
optional PO

Improve business understanding
Return 113
113
Demo Script

Project Management: Budget to Cost Management
Key Data
Script Combinations

OTL Self Service
N/A
11i8
x 11 inch, Black
Return 114
114
Budget to Assets
Project Budgeting
PM5827
PM5827
PM5830
PM5830
PM5842
PM5842
PM5854
PM5854
PM5845
PM5845
Define
Define
Project
Project
Budget
Budget
Manage
Manage
Project
Project
Budget
Budget
Enter
Enter Project
Project
Timecard
Timecard
Expenditures
Expenditures
The project manager

creates the project

approves the final
budget.
Costs can now be
capital project and the
kicked off.
The organization is
building a new call
center.
the call center project
submit timecards.
Enter
Enter Project
Project
Capital
Capital Asset
Asset
Expenditures
Expenditures
Enter
Enter Project
Project
Exp
Exp Report
Report
Expenditures
Expenditures
the call center project
submit travel related
expenses.
The organization
purchases capital
equipment to be used on
the project.
Asset related invoice is
Payable.
PM5852
PM5852
Enter
Enter Project
Project
Inventory
Inventory
Expenditures
Expenditures
The project manager
the call center project.
PM5859
PM5859
PM5858
PM5858
Process
Process Cross
Cross
Charges
Charges for
for
Shared
Shared Resources
Resources
Process
Process
Project
Project
Allocations
Allocations
The project manager
distributes
the call center project.
The project manager

consultants in its Japan
subsidiary to the call
center project.
PM5864
PM5864
Manage
Manage
Project
Project
Assets
Assets
The project manager
creates and assigns
project assets.
Refer to Assets to
Depreciation
in Accounting to
Financial Reports Flow
Roles
Project Manager
Financial Analyst
Flow
Value
Statement
Demo Scripts
Consultant
115
Return
Budget to Assets
What does it cover?
Who is affected?

Interface Project Lines to Fixed Assets

(Refer to Assets to Depreciation Flow in Fast
Project Manager
Forward Flows for Financial Management)
Modules Licenced
Where is the ROI?
Project Costing
Project Billing
iTime
iExpense
Fixed Assets

Improve business understanding
Return 116
116
Budget to Assets
Demo Script

Budget to Assets
Key Data
Script Combinations
N/A
User = SERVICES (Amy Marlin)

Responsibility = Projects, Vision Services (USA)
11i8
Return 117
117
Lead to Opportunity
Business Flow
Campaign to Lead
Inbound Call to Lead
Outbound Call to Lead
Execute Campaign to Direct Mail and Advertising
Execute Campaign to Telesales
SL7022
SL7022
SL7023
SL7023
Generate
Generate
Automated
Automated
Lead
Lead
SL7192
SL7192
Assign
Assign
Lead
Lead
SL7168
SL7168
Contact
Contact
Lead
Lead
Determine
Determine
Product
Product
Interest
Interest
Capture Lead
information as a result
of Sales initiatives.
Present and
determine the product
with the Lead.
KPI
Review and assign
previously generated
sales leads.
Use the Automated

Lead Routing for all
leads having enough
info.
SL7173
SL7173
SL7171
SL7171
SL0773
SL0773
KPI
SL0776
SL0776
Qualify
Qualify
and
and Score
Score
Lead
Lead
Qualify leads based on

the criteria set for an
"opportunity" that the
company may invest in.
Assign
Assign
Opportunity
Opportunity to
to
Partner
Partner
SL7170
SL7170
Convert
Convert
Lead
Lead To
To
Opportunity
Opportunity
Assign
Assign
Opportunity
Opportunity
Verify that the lead

has emerged as a real
opportunity, and that
the opportunity should
be pursued.
Assign an
opportunity to one of
the potential actor
and/or channel.
YES
Partner
Channel
?
Monitor
Monitor
Partner
Partner
Opportunity
Opportunity
Management
KPI Management
Assign a Partner to
an opportunity that has
been listed in the
Partner Channel.
Check all the opportunity

information collected and
sent by the Sales Org and
manage the opportunity.
NO
MK7124
MK7124
KPI
MK7158
MK7158
Manage
Manage
Event
Event
Registration
Registration
Send
Send
Product
Product
Collateral
Collateral
Capture attendees for the

event. Register Lead for
Event.
Sending product
collateral and other sales
information.
SL7172
SL7172
Manage
Manage
Opportunity
Opportunity
Opportunity to Forecast to Management Rollup
KPI
Flow
Value
Statement
Demo Scripts
The process of
contacting, updating all the
opportunity information
collected after this Sales
contact
Enterprise Roles
Outside Roles
Partner
Sales Manager
Alliances Manager
Telesales Agent
System Automated
118
Return
Lead to Opportunity
What does it cover?
Who is affected?
Sales Rep is Informed about New Lead

Qualification of Prospect/Lead
Convert Lead to Opportunity
Manage Opportunity
Sales Teams
Sales Management
Alliances Team
Marketing
Where is the ROI?
Modules Licensed
Increased Revenue; less loss of prospect

in the qualification process
Better Qualification
Reduce Time (automated Qualification)
Higher Employee Satisfaction in
collecting and getting correct Customer
data
Sales Online
119
Return
Lead to Opportunity
Demo Script

Lead to Opportunity
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
120
Return
SL7174
SL7174
SL7178
SL7178
Compare
Compare
Subordinate
Subordinate
Pipeline
Pipeline To
To Forecast
Forecast
The process of
receiving all the
Forecast submitted by
the Sales Reps,
(subordinate) and
comparing it with the
Management figures
SL7175
SL7175
Review
Review
Pipeline
Pipeline
Lead to Opportunity
Business Flow
KPI
KPI
The process of
capturing Opportunity
information and
reviewing the activities
linked to it
The process of
preparing a first
Forecast Baseline
based on the
information collected
and the Sales Rep
objectives
SL7179
SL7179
SL7176
SL7176
Generate
Generate
Baseline
Baseline
Forecast
Forecast
Maintain
Maintain
Forecast
Forecast
The process of modifying

an Aggregate Forecast, or
an Opportunity Forecast, or
a Product Family Forecast
SL7180
SL7180
Generate
Generate
Final
Final
Forecasts
Forecasts
SL7181
SL7181
Accept
Accept
Forecast
Forecast
The process of
modifying and generating
the final Aggregate
Forecast, Opportunity
Forecast, and Product
Family Forecast
Rollup
Rollup
Forecast
Forecast
The process of
verifying the
consistency and
possibility of the
management Forecast
The process of rolling

up the Forecasts
SL7177
SL7177
Submit
Submit
Forecast
Forecast
The process of
submitting the
Forecast to his/her
manager for review
and consolidation
SL7177
SL7177
Submit
Submit
Forecast
Forecast
The process of
submitting the
Forecast to his/her
manager for review
and consolidation
Sales Force Planning

Enterprise Roles
Flow
Value
Statement
Demo Scripts
Sales Manager
121
Return
Opportunity to Forecast to Management Rollup Business Flow Value Statement
What does it cover?
Who is affected?
Create or receive opportunities assigned to a

sales rep
Maintain pipeline information and product

category based aggregated forecast values
Forecast values and rollup periodically though

hierarchy online
Rollup forecast to next level and submit
Sales Force
Sales Management
Where is the ROI?
Modules Licensed
Increase customer facing sales time,

revenue contribution
reducing forecast effort dramatically
forecast transparency and accuracy
through online drilldown and rollup
Sales On Line
122
Return
Demo Script

Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
123
Return
Business Flow
Web Prospect to Shopping Cart
SL7365
SL7365
View/Receive
View/Receive
Discounts
Discounts &
&
Promotions
Promotions
Customer views
discounts &
promotions on
appropriate items in
cart.
SL7148
SL7148
Initiate
Initiate
Checkout
Checkout
The process of the

customer initiating
checkout, entering
password, financial
information and
shipping information
Customer
Needs
Assistance
CM7090
CM7090
Yes
No
Customer
Accepts
Pricing
& Contract
terms
Request
Request
Web
Web Callback
Callback
Customer requests a
callback from either
a Sales or Service
agent who can
answer questions or
give assistance.
SL0790
SL0790
No
Negotiate
Negotiate
Pricing,
Pricing,
Discounts
Discounts
&Terms
&Terms
SL0794
SL0794
Maintain
Maintain
Contract
Contract
M
The process of
determining pricing
and discounting of
products or services
during the quote
process.
Yes
The process of managing

the variations and/or changes
from the terms and
conditions of the contract
over the life of the contract by
any of the parties bound by
the contract.
SL0793
SL0793
Approve
Approve
Contract
Contract
Customer
reviews
contract
terms and
approves.
Flow
Value
Statement
Demo Scripts
Order to Status Inquiry
Enterprise Roles
Contract Manager
Outside Roles
Customer
124
Return
What does it cover?
Who is affected?
Assemble and manage shopping carts

Provide presales/transactional support
Support B2B & B2C shopping models
Customers place purchase based on
contractual terms, conditions, and pricing
Customer
Prospect
Contract Manager
Where is the ROI?
Modules Licensed
Decrease sales cycle cost and time

Increase order accuracy to 99% or better
Serve broad range of customers
Reduce shopping cart abandonment
iStore
Contracts (Core, Sales)
Interaction Center
Technologies
125
Return
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
126
Return
Service Request to Entitlement

Order to Status Inquiry
KnowledgeBase Search to Result
Web Service Request to Escalation
Forum Posting to Response
Install Base Update to Product Return
Email Inquiry to Response
CS7037
KPI
Validate
Validate
Customer
Customer
Records
Records
Gather information about

individual or business
Verify that information is
current
Business Flow
CS7036
SL7207
SL7207
Log
Log into
into
Interaction
Interaction
Center
Center Systems
Systems
KPI
The process of logging

into Teleservice
application and
interaction center work
queue.
Transfer
Ownership?
Review Installed Base for

customers product
information
Verify Product Order (if
subject of Billing Inquiry)
Process of receiving
an automated screen
pop and Telesales
script from CTI.
Receive inbound
customer call
Log into application,
check work queue
Receive inbound call
or customer service
request
Receive an
automated screen pop
via CTI
CS7041
Review
Review
Install
Install
Base
Base
SL7156
SL7156
Receive
Receive
Screen
Screen Pop
Pop
and
and Script
Script
Receive
Receive
Service
Service
Contact
Contact
yes
no
CS1411
Maintain
Maintain
Customer
Customer
Installed Base
Base
KPI Installed
Transfer Installed Base
ownership
CS7039
CS7039
CS7042
CS7042
Verify
Verify
Entitlement
Entitlement
Review customer warranty
information
Determine the level and
type of service available to
the customer
KPI
Enter
Enter
Service
Service
Request
Request
Service Entitlement to Resolution
Define Contact Reason

Create Service Request
Assign SR to Resource
Create Tasks
Flow
Value
Statement
Demo Scripts
Enterprise Roles
127
Return
What does it cover?
Who is affected?
Inbound call center business process

integrated out of the box
Track service requests
Verify service entitlement
Customer
Customer Service
Where is the ROI?
Modules Licensed
Reduce cost of service by increasing

customer service productivity
Eliminate revenue leakage from providing
enentitled service
Teleservice
Advanced Inbound (Option)
128
Return
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
129
Return
SL1432
Enter
Enter
Sales
Sales
Contracts
Contracts
Create Contract from Existing
Contract, Template, or Quote
Add Contract Parties
Business Flow
SL7166
Review
Review
Contract
Contract For
For
QA
QA Compliance
Compliance
Define quality guidelines
for Contract QA
Run QA check for every
contract
SL0793
Approve
Approve
Contract
Contract
Manage approvals from company
signatories
SL7032
Sign
Sign
Contract
Contract
Complete contract terms &

conditions
Communicate contract terms
& service level objectives.
Customer Invoice to Cash
Enterprise Roles
Contract Agent
Flow
Value
Statement
Demo Scripts
Contract Manager
130
Return
What does it cover?
Who is affected?
Author Contracts using copy, versions, or

templates
Contract versioning and change control
Contract Quality Assurance checking
Workflow approvals
Contracts Managers
Sales Teams
Admin Teams
Where is the ROI?
Modules Licensed
Increase productivity through streamlined,

standardized contract processes
Reduce risk of contract errors
Accurate Bills
More profitable contracts
Faster contract turnaround/Faster time to market
Reduce cost of maintaining inconsistent contracts
(e.g., global pricing errors)
Sales Contracts
131
Return
Demo Script

Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
132
Return
Author to Sign Service Contract
SL7031
Enter
Enter
Service
Service
Contracts
Contracts
Create Contract from Existing
Contract, Template, or Quote
Add Contract Parties etc
Business Flow
OF1037
CS0827
Define
Define Contract
Contract
Renewal
Renewal Triggers
Triggers
KPI
Define Renewal Rules

RePricing Rules
Billing Rules
SL7166
Apply
Apply
Customer
Customer Receipts
Receipts
-- Credit
Credit Card
Card
Enter Credit Information
SL0793
Approve
Approve
Contract
Contract
Manage approvals from company
signatories
Review
Review
Contract
Contract For
For
QA
QA Compliance
Compliance
for Contract QA
contract
SL7032
Sign
Sign
Contract
Contract

conditions
Enterprise Roles
Flow
Value
Statement
Demo Scripts
Contract Agent
Contract Manager
133
Return
What does it cover?
Who is affected?
Author service contracts /warranties

Contract versioning and change control
Business rules for billing, payments terms, etc.
Contract Quality Assurance checking
Workflow approvals
Customer
Contract Manager
Where is the ROI?
Modules Licensed
Increase productivity through streamlined,

standardized contract processes
Increase customer satisfaction by better managing
service level agreements
Eliminate penalty costs from contract non
performance
Accurate Bills
More profitable contracts
Faster contract turnaround/Faster time to market
Reduce cost of maintaining inconsistent contracts
Service Contracts
134
Return
Demo Script

Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
135
Return
Change or Terminate Contract
Business Flow
Author to Sign Contract

yes
SL0794
Contract
Change
(vs. Terminate)?
no
Chan
ge
Cont
ract
Maintain
Maintain
Contract
Contract
submit Change Request
Obtain Approval
Create Contract Version
SL7033
Terminate
Terminate
Contract
Contract
KPI
Record Termination Reason
Communicate contract terms &
service level objectives
CS7060
SL7166
Review
Review
Contract
Contract For
For
QA
QA Compliance
Compliance
for Contract QA
contract
Manage
Manage
Contract
Contract
Changes
Changes
Update the contract with any
product changes, service level
agreements, and new
effective/expiration dates
CS0828
Notify
Notify
Parties
Parties of
of
Customer
Customer Change
Change
Notify sales reps and others of

important change in customer status
or disposition
Flow
Value
Statement
Demo Scripts
Enterprise Roles
Contract Agent
136
Return
What does it cover?
Who is affected?
Automates Contract termination process

Complete contracts change process
Version Management
Automated notification to Sales rep
Approval Management via workflow
Automatic quality assurance check
Contracts Managers
Contracts Administrators
Sales Teams
Where is the ROI?
Modules Licensed
Reduced contract administration labor

costs
Reduce liability and penalties due to
contract errors
Reduce lost revenue from contract
expirations
Reduce revenue leakage from billing
inaccuracies
Sales Contracts
Service Contracts
137
Return
Demo Script

Change Service Contract
Terminate Service Contract
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
138
Return
Expiring Contract to Renewal
Business Flow
CS7059
CS0827
Define
Define Contract
Contract
Renewal
Renewal Triggers
Triggers
Manual
Renewal?
KPI
Define Renewal Rules, Re

Pricing Rules, Billing Rules
Select Contracts
Execute Renewal Rules
AutoNotify Sales Rep
NO
YES
CS0828
Identify
Identify
Contracts
Contracts
For Renewal
Renewal
KPI For
CS7060
Notify
Notify Parties
Parties
of
of Customer
Customer
Change
Change
KPI
Manage
Manage
Contract
Contract
Changes
Changes
Contact the customer

regarding the renewal of the
service contract and discuss
the contract details.
Determine which
contracts are expiring and
are eligible for renewal
Update the contract with any

product changes, service level
agreements, and new
effective/expiration dates
SL7166
CS7061
SL7032
Review
Review
Contract
Contract for
for
QA
QA Compliance
Compliance
Approve
Approve
Contract
Contract
Renewal
Renewal
Sign
Sign
Contract
Contract

for Contract QA
contract
Manage approvals from

company signatories

conditions
CS7062
Renew
Renew
Contract
Contract
KPI
Flow
Value
Statement
Demo Scripts
Create and/or update new

contract
Obtain customer's
authorization.
Notify Sales Rep
OR
Automatically create new
contract
Notify customer
Enterprise Roles
Contract Agent
Contract Manager
139
Return
What does it cover?
Who is affected?
Automatic or manual renewal of contracts

Automatic application of billing & payment
rules
Automatic notification to Sales of expiring
contract
Manage approvals via workflow
Automatic quality assurance check
Sales Teams
Contracts Managers
Admin Teams
Where is the ROI?
Modules Licensed
Increase revenue stream from contract

renewals
Improved Customer Satisfaction
Reduce losses due to billing and payment
errors
Reduce administrative costs of tracking
and renewing contracts
Sales Contracts
Service Contracts
140
Return
Demo Script

Auto-Renewal of Service Contract
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
141
Return
Forecast to Plan
Business Flow
PF1967
PF1967
Design to Release
Customer Collaboration to Consensus Forecast
Supplier Collaboration to Supplier Commitment
KPI
PF2011
PF2011
Collect
Collect
Forecast
Forecast
Data
Data
Collect Historical
Sales and Shipments
Data to use for
statistical forecasts.
PF1962
PF1962
Collect
Collect
Supply
Supply
Variability
Variability Data
Data
KPI
Collect historical suppler

performance data from
all relevant sources and
format.
PF3002
PF3002
Adjust
Adjust
Plan
Plan
Make manual
adjustments to the
plan based on plan
review and new
information
PF1963
PF1963
PF3003
PF3003
Run the plan in

to limitations.
Flow
Value
Statement
Demo Scripts
KPI
Run
Run
Production
Production
Plan
Plan
Launch Production
Plan
Customer Collaboration to Consensus Forecast

Supplier Collaboration to Supplier Commitment
PF3001
PF3001
Plan
Plan
NonMRP
NonMRP
Material
Material
PF2039
PF2039
Analyze
Analyze
Plan,
Plan, KPIs
KPIs
and
Exceptionsx
and
Exceptionsx
KPI
Analyze Plan, KPIs,
exception messages
and counts prior to
releasing orders from
the plan
Implement
Implement
Revised
Revised
Constraints
Constraints
Enterprise Roles
Plan to Schedule
Requisition to Receipt Direct
Plan nonMRP planned

materials using Kanban
planning, MinMax
Planning, Reorder point,
cycle counts, etc..
Define the parameters

for forecast
consumption and
consume forecast.

constraints based on
the collaboration
results.
Collaborate with
internal and external
parties to agree on
revised constraints.
KPI
PF2028
PF2028
Manage
Manage
Production
Production
Forecast
Forecast
PF3005
PF3005
PF3004
PF3004
Collaborate
Collaborate
on
on Revised
Revised
Constraints
Constraints
PF2040
PF2040
Release the
production schedule
to work areas and
procurement.
PF2038
PF2038
Calculate for all

locations where items
have maintained
safety stock levels.
Release
Release
Schedule
Schedule
KPI
regular basis and
revise as needed.
forecast based on
sales and shipment
history.
Generate
Generate
Item
Item Safety
Safety
Stock
Stock Levels
Levels
KPI
Simulate
Simulate
with
with Revised
Revised
Constraints
Constraints
Achieve
Achieve
Consensus
Consensus
Forecast
Forecast
KPI
PF1966
PF1966
Collect
Collect
Demand
Demand
Variability
Variability Data
Data
Collect demand data

including forecast
confidence levels
from all relevant
sources.
PF2021
PF2021
Generate
Generate
Sales
Sales
Forecast
Forecast
Planner
Demand Planner
Demand Manager
Inventory Planning Manager
142
Return
Forecast to Plan
What does it cover?
Who is affected?
Achieve consensus forecast

Provide collaborative planning,
forecasting and replenishment
Enable holistic planning and optimization
Produce single plan creation for tactical,
long, and short term planning
Improve asset utilization
Trading Partners
(Customers, Suppliers,
Third Party Contractors)
Planners
Sales
Marketing
Point of Sale
Where is the ROI?
Modules Licensed
Improved Delivery Performance

Reduced Inventory Levels
Reduced Planning Cycle Times
Supply Chain Planning:

Advanced Supply
Chain Planning
Inventory Optimization
Global Order Promising
Demand Planning
Supply Chain
Intelligence
143
Return
Forecast to Plan
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
144
Return
Design to Release
Business Flow
Concept to Profitability
PD0628
PD0628
PD1096
PD1096
Develop
Develop
Detailed
Detailed
Design
Design
An Engineer puts together
design information
detailing the item and its
characteristics..
PD0647
PD0647
Estimate
Estimate
Product
Product
Costs
Costs
The Cost Accountant
develops a cost
estimate using
material and labor
costs.
PD1091
PD1091
Request
Request
ECO
ECO
Any user can request
that an Engineering
Change Order (ECO)
be used to control the
evaluation process.
PD0646
PD0646
Manage
Manage
Product
Product
Data
Data Design
Design
An Engineer releases
the Item, BOM and
Routing to
Manufacturing
PD1288
PD1288
Develop
Develop
ECO
ECO
The Engineer creates
an ECO and assigns
a review/approval
process.
PD1160
PD1160
Maintain
Maintain
Item
Item
Master
Master
Maintain
Maintain
Routings
Routings
An Engineer creates
an Engineering Item
for others review &
evaluation
An Engineer
develops the
processes to be used
in manufacturing,
including resources.
PD7140
PD7140
FM0522
FM0522
Manage
Manage
Std
Std Product
Product
Cost
Cost Definition
Definition
For purchased Items set
Standard Costs
For Assembly Items
Rollup Item Costs
PD1092
PD1092
Assign
Assign
Product
Product
To
To Inv
Inv //
Shipping
Shipping Org
Org
Assign Product to
Inventory & Shipping
Organizations as part of
new product intro
PD0634
PD0634
Evaluate
Evaluate
ECO
ECO
Manage
Manage
Effectivity
Effectivity
Date
Date Control
Control
Each Reviewer can see

all Product (Item, Bill,
Routing) data.
Each Reviewer has the
opportunity to approve
or reject the ECO.
Effectivity of new
components can be
defined as a function of
calendar dates, or of
obsolete component
depletion.
PD1098
PD1098
Maintain
Maintain
Bills
Bills of
of
Material
Material
An Engineer creates a
list of components to
be used in
manufacturing the
item.
FM0520
FM0520
Review
Review
Cost
Cost
Information
Information
Review and confirm
standard costs and
standard cost
adjustments
PD1095
PD1095
Implement
Implement
ECO
ECO
Approved ECOs are

implemented
according to effectivity
dates
Enterprise Roles
Forecast to Plan
Plan to Schedule
Schedule to Build (Discrete)
Flow
Value
Statement
Demo Scripts
Engineer
Employee
Cost Accountant
145
Return
Design to Release
What does it cover?
Who is affected?
Knowledge management
Design collaboration
Process integration
Process improvement
Manufacturing, Purchasing,
Planning, Order
Management, Service
Engineering
Marketing
Customers
Suppliers
Where is the ROI?
Modules Licensed
Reduced development cycle time and

cost
Reduced ECO cycle time
Increased product and process reuse
Decreased time to find product
information
Decreased time spent on
travel/communication
Product Lifecycle
Management (Product
Development, CADView
3D)
Projects
Sourcing
146
Return
Design to Release
Demo Script

Design to Release
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
147
Return
Business Flow
PR0131
PR0131
Analyze
Analyze
Sourcing
Sourcing
Requirements
Requirements
KPI
Identify strategic
sourcing
opportunities.
Collect aggregate
demand for specific
sourcing
requirements.
PR0135
PR0135
KPI
Select Suppliers to
fulfill sourcing
requirements.
PR0132
PR0132
KPI
Evaluate
Evaluate
and
and Award
Award
Negotiations
Negotiations
Collect and evaluate

Responses to award
the contract or
agreement.
Negotiate
Negotiate
and
and Select
Select
Suppliers
Suppliers
PR0136
PR0136
KPI
Develop
Develop
Legal
Legal Terms
Terms
&
& Conditions
Conditions
Develop business
agreement between
enterprise and
Suppliers.
PR0152
PR0152
Provide
Provide
Specifications
Specifications
and
and RFQ
RFQ
The process of
providing
specifications and
requests for quotation
to a supplier.
PR0139
PR0139
KPI
Manage
Manage
Supplier
Supplier
Pricing
Pricing
Receive RFX or
Quote from Supplier.
Negotiate incentives
and penalties with
suppliers as part of a
business agreement.
Qualify suppliers who
have submitted a bid
or quotation
PR0133
PR0133
Maintain
Maintain
Negotiated
Negotiated
Supplier
Supplier
Contract/Agreement
Contract/Agreement
Add, Modify or renew
negotiated
agreements as
necessary.
Agreements can be
purchase orders,
requisitions, blankets
or contracts.
Flow
Value
Statement
Demo Scripts
Requisition to Receipt Indirect

Requisition to Receipt Direct
Enterprise Roles
Outside Roles
Purchasing Manager
Supplier
Buyer
148
Return
What does it cover?
Who is affected?
Complete sourcing business process

Integrated spend, supplier performance,
and productivity analysis
Support all negotiation types with robust
buyer and supplier tools
Multiattribute bidding and analysis
Suppliers
Buyers
Planners
Engineers
Purchasing Managers
Where is the ROI?
Modules Licensed
Increased number of sourced items and

use of contracts and agreements
Reduced unit price
Decrased sourcing cycles
Reduced time to market
Sourcing
Purchasing
iSupplier Portal
Exchange Marketplace
149
Return
Demo Script

Sourcing RFQ (High Level Integration Flow)
Sourcing Auctions (Detailed Sourcing Flow)
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
150
Return
Budgets to Approval
Business Flow
FM5876
FM5876
Import
Import
Budgets
Budgets
FM0483
FM0483
Define
Define
Budget
Budget Strategy
Strategy
&
& Approach
Approach
FM0487
FM0487
KPI
Prepare and record

budgets by department/
organization.
KPI
FM5875
FM5875
Define
Define &
&
Generate
Generate
Budget
Budget Allocations
Allocations
FM0489
FM0489
Maintain
Maintain
Budgets
Budgets
Receive budget data

from external system.
Update/modify budgets.
KPI
Consolidate
Consolidate
&
& Review
Review
Budgets
Budgets
Consolidate budgets
from all departments
and companies.
Review total budget.
FM0491
FM0491
Approve
Approve
Budgets
Budgets
KPI
Approve final budget
and communicate to
all departments and
companies.
Prepare and record

budgets by department/
organization.
Period End Close to Financial Reports
Enterprise Roles
Financial Analyst
Flow
Value
Statement
Demo Scripts
Director of Finance
VP of Finance
151
Return
Budgets to Approval
What does it cover?
Who is affected?
Define budget strategy and approach

Import budget details from external
system or define and generate budget
allocations
Consolidate and approve budgets
Financial Analyst
VP of Finance
Director of Finance
Where is the ROI?
Modules Licensed
Reduce time to create budgets

Improve the tracking of detail budgets
Financials
152
Return
Budgets to Approval
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
153
Return
Period End Close to Financial Reports 1/2

Bank Statement to Cash Reconciliation
Subledger Journals to Post
Assets to Depreciation
Intercompany Journals to Post
Budgets to Approval
Business Flow
FM1948
FM1948
Perform
Perform
WIP
WIP
Period
Period Close
Close
close Workin
Process and send
transactions to GL.
FM1018
FM1018
Perform
Perform
Accounts
Accounts
Payable
Payable
Period
Period Close
Close
close Accts Payable
to GL.
FM0507
FM0507
Import
Import
Journal
Journal
Entries
Entries
Import Journals from
subledger systems.
FM0511
FM0511
Post
Post
Journal
Journal
Entries
Entries
Journals are posted in
the General Ledger.
FM1913
FM1913
Perform
Perform
Purchasing
Purchasing
Period
Period Close
Close
close Purchasing and
send transactions to
GL.
FM1118
FM1118
Enter
Enter
Journal
Journal
Entries
Entries
Enter journals.
FM1121
FM1121
Reconcile
Reconcile
Accounts
Accounts
Reconcile all
subledgers to general
ledger.
FM1952
FM1952
Perform
Perform
Projects
Projects
Period
Period Close
Close
close Projects and
GL.
FM0506
FM0506
Define
Define
and
and Generate
Generate
Recurring
Recurring
Journal
Journal Entries
Entries
Journals for recurring
transactions are
generated.
FM1114
FM1114
Adjust
Adjust GL
GL
For
For Period
Period
Close
Close
Process adjusting
journal entries after
preliminary review of
balances.
FM1914
FM1914
FM1808
FM1808
Perform
Perform
Process
Process Mfg
Mfg
Period
Period Close
Close
close Process Mfg
to GL.
FM1915
FM1915
FM1045
FM1045
Perform
Perform
Inventory
Inventory
Period
Period Close
Close
close Inventory and
GL.
FM1042
FM1042
Perform
Perform
Fixed
Fixed Assets
Assets
Period
Period Close
Close
Perform
Perform
Accounts
Accounts
Receivable
Receivable
Period
Period Close
Close
Process
Process
Current
Current Period
Period
Transactions
Transactions
close Fixed Assets
to GL.
close Accts Receivable
to GL.
close remaining
subsystems and send
transactions to GL.
FM0510
FM0510
Process
Process
Reserves,
Reserves,
Reversals
Reversals &
&
Suspense
Suspense JEs
JEs
Reverse prior period
accruals, clear
suspense accounts,
and generate
reversing entries.
FM1116
FM1116
FM0494
FM0494
Process
Process
Allocations
Allocations
&
& Periodic
Periodic Entries
Entries
Revalue
Revalue
Balances
Balances
Journals for allocation

transactions are
processed.
Revalue foreign
currency balances to
recognize currency
gain/loss.
FM3209
FM3209
Enter
Enter
Elimination
Elimination
Entries
Entries
Creates elimination
entries within a
company.
Continued on next
page
Enterprise Roles
Accountant
154
Return
Period End Close to Financial Reports 2/2
FM0493
FM0493
Continued from prior page
Business Flow
FM0495
FM0495
FM3225
FM3225
Translate
Translate
Foreign
Foreign
Currency
Currency
Consolidate
Consolidate
Sets
Sets of
of
Books
Books
Post
Post
Consolidation
Consolidation
Data
Data
Translate foreign
currency balances to
reporting currency.
Balances in child
books are transferred
to the consolidation
book.
The journals are

posted in the
consolidation books.
FM0511
FM0511
FM1917
FM1917
Post
Post
Journal
Journal
Entries
Entries
Close
Close
Period
Period
Posted elimination
entries.
Close the accounting

period to prevent
changes to final
balances.
FM1940
FM1940
Generate
Generate
Internal
Internal
Reports
KPI Reports
Internal financial
reports are generated,
distributed and
reviewed.
FM3209
FM3209
Enter
Enter
Elimination
Elimination
Entries
Entries
Creates elimination
entries between
companies.
FM1941
FM1941
Generate
Generate
External
External
Reports
Reports
External reports are
generated and
distributed.
Enterprise Roles
Flow
Value
Statement
Demo Scripts
Accountant
Accounting Manager
155
Return
What does it cover?
Who is affected?
Process transactions from subledgers

Process recurring, reversal, reserve,
suspense, allocation and elimination
journals
Consolidate multiple companies
Internal and external reporting of
financial results
Accountant
Where is the ROI?
Modules Licensed
Reduce time associated with period end

close
Improve the accuracy of the financial
results
Financials
156
Return
Demo Script

Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
157
Return
Business Flow
PM5770
PM5770
PM5773
PM5773
Enter
Enter
Proposal
Proposal
(Bid)
(Bid)
Approve
Approve
Proposal
Proposal
(Bid)
(Bid)
Analyze Requirements,
estimate project plan &
price to develop a
proposal of work.
PM5782
PM5782
Accept
Accept
Proposal
Proposal
(Bid)
(Bid)
PM5785
PM5785
Customer accepts the

proposal.
Review and approve

proposal.
PM5788
PM5788
Enter
Enter
Project
Project
Contract
Contract
Approve
Approve
Project
Project
Contract
Contract
Create contract using

proposal information
or standard template.
Adjust terms to match
agreement with
customer.
Sales manager
approves contract.
Legal approves
contract.
PM5776
PM5776
Issue
Issue
Proposal
Proposal
(Bid)
(Bid)
Submit Proposal to
customer.
Contract Agent tracks
proposal.
PM5791
PM5791
PM5779
PM5779
Review
Review
Proposal
Proposal
M
Review proposal with
customer.
PM5794
PM5794
Issue
Issue
Project
Project
Contract
Contract
Sign
Sign
Project
Project
Contract
Contract
Submit Contract to
customer.
Contract Agent tracks
contract.
Customer reviews,
changes, and accepts
contract.
PM5797
PM5797
Maintain
Maintain
Project
Project
Contract
Contract
Enterprise Roles
Update contract based

on change requests
from customer.
Legal Council
Outside Roles
Flow
Value
Statement
Demo Scripts
Customer
Contract Agent
Sales Manager
158
Return
What does it cover?
Who is affected?
Create, approve and issue proposal (bid)

Create, approve and issue project
contract
Legal Council
Contract Agent
Sales Manager
Where is the ROI?
Modules Licensed
Streamline and shorten proposal cycle

time
Streamline and shorten project contract
cycle time
Reduce costs associated with
maintaining project contract
Contracts
159
Return
Demo Script

Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
160
Return
Business Flow
PM5803
PM5803
Define
Define
Project
Project
Charter
Charter
PM5806
PM5806
An organization
defines their policies,
procedures and
requirements for all
types of projects.
Import Project
Plan?
YES
Define
Define
Project
Project
Scope
Scope
PM5809
PM5809
Project manager
creates a scope
statement for the
project.
Project manager
creates the project
schedule, defines
milestones and
resource requirements.
PM5812
PM5812
Define
Define
Project
Project
Plan
Plan
Project manager
creates the work plan
for the project.
PM5800
PM5800
Import
Import
Project
Project
Plan
Plan
PM5818
PM5818
NO
Define
Define
Project
Project
Schedule
Schedule
Define
Define
Project
Project
Details
Details
Project manager
imports project work
plan from external
system.
PM5815
PM5815
Develop
Develop Project
Project
Template
Template &
& Work
Work
Breakdown
Breakdown Structure
Structure
Project manager
defines and sets up
the project.
PM5819
PM5819
Define
Define
Project
Project
Charge
Charge Control
Control M
Project manager
defines and sets up
the project charge
control on the project.
PM5821
PM5821
Define
Define
Contract
Contract
Funding
Funding
Project manager
updates the existing
project with
agreement and
funding information.
Project manager selects the

appropriate project template
and defines the work
breakdown structure and
customer information.
PM5824
PM5824
Approve
Approve
Project
Project
Flow
Value
Statement
Demo Scripts
The project is
approved.
PM5827
PM5827
PM5830
PM5830
Define
Define
Project
Project
Budget
Budget
Project manager
creates the project
budget and requests
approval.
Manage
Manage
Project
Project
Budget
Budget
Project to Staffing
Financial analyst
approves final budget.
Cost and Revenue
estimates are
determined.
Enterprise Roles
Project Manager
Financial Analyst
161
Return
What does it cover?
Who is affected?
Define project charter, scope and

schedule
Import or build project plan
Define project charge control and
contract funding
Define project budget
Project Manager
Financial Analyst
Where is the ROI?
Modules Licensed
Reduce project plan cycle time.

Accurately record details and
commitments of project reducing cost of
project management turnover.
Projects
162
Return
Demo Script

Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
163
Return
Change to Assign Resources

Business
Flow
Project to Staffing
PM5728
PM5728
Create
Create
Staffing
Staffing
Requirement
Requirement
Create staffing
requirements for
project.
PM5734
PM5734
PM5737
PM5737
PM5749
PM5749
Evaluate
Evaluate
Resources
Resources
Assign
Assign
Resources
Resources
Approve
Approve
Resource
Resource
Assignment
Assignment
Project Manager
searches the available
resource list to
determine which
resources match to
project staffing
requirements. The
Project Manager also
evaluates matched
resources for fit .
Resource is reserved to
the staffing requirement
awaiting approval.
Resource Manager
(supervisor of
resource) approves
resource assignment.
PM5752
PM5752
Commit
Commit
Resources
Resources
Project Execution to Invoice / Asset

Utilization to Forecast
Project Manager &

Staffing Manager
assigns resources to
project and notifies
employee of
assignment.
Enterprise Roles
Project Manager
Staffing Manager
Employee
Flow
Value
Statement
Demo Scripts
Resource Manager
164
Return
Project to Staffing
What does it cover?
Who is affected?
Create staffing requirement

Search and evaluate available resources
Assign resources to projects
Review project staffing plan
Project Manager
Staffing Analyst
Employee (Resource)
Resource Manager
Where is the ROI?
Modules Licensed
Reduce costs associated with matching

resources to available projects
Increase resource utilization
Increase employee (resource) satisfaction
with project assignments
Projects
165
Return
Project to Staffing
Demo Script

Project to Staffing
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
166
Return

PM5857
PM5857
Project to Staffing
Time Collection to Payroll Processing
Expense Report to Invoice
PM5851
PM5851
PM5852
PM5852
Manage
Manage Project
Project
Supplier
Supplier Invoice
Invoice
Expenditures
Expenditures
YES
Billable
Project ?
NO
Adjust
Adjust Time
Time
After
After
Transfer
Transfer
Financial Analyst
distributes charges to
all projects.
The project manager

makes all necessary
time adjustments.
Project manager issues

material out of
the project.
Project manager
processes charges
from consultants in
other organizations.
PM5866
PM5866
Project manager
distributes
allocation charges.
KPI
Financial Analyst
creates financial
transactions for all
projects.
PM5860
PM5860
Capital
Project ?
Financial Analyst creates

financial transactions for
all projects.
Project manager
adjusts expenditure
items prior to revenue
recognition.
Manage
Manage
Project
Project
Invoices
Invoices
Initiate invoice generation

process.
Customer bills are
calculated, funding balances
are updated and invoices are
sent to Receivables.
YES
NO

Receipt to Asset
PM5864
PM5864
Manage
Manage
Project
Project
Assets
Assets
Create and assign
project assets.
Generate asset lines to
interface to Assets.
PM5863
PM5863
Manage
Manage Project
Project
Expenditure
Expenditure
Adjustments
Adjustments
PM5869
PM5869
Generate
Generate
Financial
Financial
Transactions
Transactions
KPI
Generate draft revenue;
adjust.
Generate final revenue,
account distributions
and update funding
balances.
Create project related

purchase requisitions
and purchase orders.
Process
Process
Project
Project
Allocations
Allocations
PM5860
PM5860
Manage
Manage
Project
Project
Revenue
Revenue Recognition
Recognition
PM5848
PM5848
Manage
Manage
Project
Project
Commitments
Commitments
PM5858
PM5858
Process
Process Cross
Cross
Charges
Charges for
for
Shared
Shared Resources
Resources
Generate
Generate
Financial
Financial
Transactions
Transactions
Flow
Value
Statement
Demo Scripts
HR2122
HR2122
Process
Process
Project
Project
Expenditures
Expenditures
PM5859
PM5859
Manage
Manage Project
Project
Inventory
Inventory
Expenditures
Expenditures
Supplier invoice is
submitted to Payable.
Business Flow
Enterprise Roles
Project Manager
Financial Analyst
Project Member
167
Return
What does it cover?
Who is affected?
Collect expenditures for time, expense,

commitments, supplier invoices,
inventory, and allocations
Generate revenue and create draft
invoices for billable projects
Track costs for internal projects
Create assets for capital projects
Project Member
Project Manager
Financial Analyst
Where is the ROI?
Modules Licensed
Reduce time and cost of expenditure

collection.
Reduce time to prepare project invoices
for customer.
Increase accuracy of capital project
costs.
Time and Labor

Employee
Projects
168
Return
Demo Script

Project Execution to Invoice/Asset
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
169
Return
Business Flow
PM5833
PM5833
Manage
Manage
Project
Project
Project manager
analyzes budget to
actual variances by
project, task or
resource.
PM5863
PM5863
Manage
Manage Project
Project
Expenditure
Expenditure
Adjustments
Adjustments
Project manager
makes all necessary
expenditure item
adjustments to the
project prior to the
period end close.
PM5839
PM5839
KPI
Review
Review
Project
Project
Performance
Performance
Project performance
information is gathered
and disseminated. This
includes status
reporting, progress
measurement and
forecasting.
Flow
Value
Statement
Demo Scripts
PM5873
PM5873
Close
Close
Project
Project
Project manager
gathers and
disseminates all
pertinent project
information prior to
project completion.
Project manager closes
the project.
Enterprise Roles
Project Manager
170
Return
What does it cover?
Who is affected?
Manage project expenditures and

adjustments
Manage client deliverables
Manage status reports, project
milestones and forecasting
Analyse project actual to budget
Project Manager
Where is the ROI?
Modules Licensed
Improve project forecasts

Reduce project cost overruns
Improve client satisfaction
Projects
171
Return
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
172
Return
Insight to Campaign Plan (Page 1 of 2)
Business Flow

Marketing Strategy to Market Share
Concept to Release (Process)
Analytics to Insight
Customer Feedback to Intelligence
Order Receipt to Intelligence
MK7006
MK7006
MK0737
MK0737
Define
Define
Marketing
Marketing
Activity
Activity Plan
Plan
Measure
Measure
Marketing
Marketing
Activity
Activity Results
Results
KPI
MK7117
MK7117
Determine which
medium or channels
for campaign
MK7004
MK7004
Define
Define
Audience
Audience
Segments
Segments
Determine target
segments based on
results of Perform
Analytics
Process of developing
plans for marketing and
sales programs,
campaigns and events.
Define results views

Analyze results
Determine program,
medium and channel
effectiveness
Define
Define
Marketing
Marketing
Medium
Medium
MK7008
MK7008
MK7009
MK7009
Define
Define
Program
Program
Define
Define
Marketing
Marketing
Activity
Activity Budget
Budget
MK7116
MK7116
Create and approve

budget for a marketing
activity: programs,
campaign, or event.
MK7011
MK7011
Define
Define
Campaign
Campaign
M
Define the program:
products, target audience,
schedule, communications
plan, channels, required
collateral, responsibilities
and resources, metrics,
offers, campaigns and
events.
Define the campaign:

products, segments,
schedule, communications
plan, channels, required
collateral, responsibilities
and resources, metrics,
offers.
Define
Define
Marketing
Marketing
Objective/Message
Objective/Message
Determine campaign
objective and
message
MK0717
MK0717
Manage
Manage
Customer
Customer
Lists
Lists
A
M
Create lists of target

customers/prospects based
on specific marketing activity
objective, past results, and on
Analytics to Insight
Enterprise Roles
Marketing
Manager
VP of Marketing
173
Return
Insight to Campaign Plan (Page 2 of 2)
MK7015
MK7015
Manage
Manage
Marketing
Marketing
Activity
Activity Budget
Budget
MK7118
MK7118
Manage changes to
budget and revenue and
expense allocations to
budget.
Create
Create
Campaign
Campaign
Metrics
Metrics
Define metrics by which
campaign results will be
measured
Business Flow
MK0731
MK0731
Develop
Develop
Marketing
Marketing
Collateral
Collateral
MK7120
MK7120
Process of defining,
developing and
delivering marketing
and sales collateral.
Specify
Specify
Cross
Cross Sell
Sell and
and
Up
Up Sell
Sell Products
Products M
Defining the business
rules for up sell and
cross sell products
that may promoted
with offer
MK7005
MK7005
Define
Define
Promotions
Promotions
Defining offers and

promotions which
apply to products
based on marketing
tactics.

Execute Campaign to Direct Mail & Advertising
Enterprise Roles
Flow
Value
Statement
Demo Scripts
Marketing Manager
VP of Marketing
174
Return
What does it cover?
Who is affected?
Analyse, Prepare and Plan Campaigns
Automated budget Management
Create and manage targeted lists

(Targeted selections, Import and
DeDuplication)
More Efficient, higher velocity campaigns

from automated campaign planning and
execution
Marketing Manager
Marketers
IT Departments
CEO/CIO
Where is the ROI?
Modules Licensed
Improved Campaign Efficiency, higher

Marketing ROI
Tight Budget Control, lower variance
Cost Efficient Channel Usage
Improved marketing response rates
Reduced Cost to Acquire
Improved customer retention
OM, AOM, Discoverer
175
Return
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
176
Return
Business Flow
MK7103
MK7103

MK7127
MK7127
Import
Import
Customer
Customer
Data
Data and
and Lists
Lists
Generate
Generate
Target
Target
List
List
Generate previously
created list in order to
execute a telesales
campaign
Process of importing
lists from multiple sources,
selecting target records
and loading records.
MK7155
MK7155
Load
Load
Leads
Leads
SL7017
SL7017
Develop
Develop
Sales
Sales
Interaction
Interaction
Scripts
Scripts
MK0731
MK0731
Process of
developing scripts to
be used for telesales
and telemarketing
campaigns.
Develop
Develop
Marketing
Marketing
Collateral
Collateral
Process of
defining, developing
and delivering
marketing and sales
collateral.
MK0737
MK0737
Measure
Measure
Marketing
Marketing
Activity
Activity Results
Results
Inbound Call to Lead

KPI
Process of loading qualified
leads and customer records
from previous phases of
current campaign or previous
campaigns
Process of collecting,
reporting and analyzing
marketing activity results
Enterprise Roles
Flow
Value
Statement
Demo Scripts
Marketing Manager
Database Marketing Manager
177
Return
What does it cover?
Who is affected?
Analyse, Prepare, Plan and Execute Call

Center Campaigns
Define Scripts
Define cross sell / upsell options
Budget Management
Create and manage targeted lists (Targeted

selections, Import and DeDuplication)
Marketing Manager
Marketers
IT Departments
CEO/CIO
Call Center Manager
Where is the ROI?
Modules Licensed
Improve Campaign Efficiency /Marketing ROI

Improved Marketing Response Rate
Improved Cross Sell Revenue
Improved agent productivity (number of quality
leads passed from call center agents,
Increased number of calls per day, improved
close rate on those increased calls, and
increased deal size on the increased calls)
Tight Budget Control
OMO, MI, AOMO,

Advanced Inbound,
Advanced Outbound,
Scripting
178
Return
Demo Script

Create and Execute Outbound Telemarketing Campaign with Scripting
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
179
Return
Business Flow
MK7142
MK7142
MK7141
MK7141

Create
Create
Web
Web
Content
Content
Create content to be
placed on Web
Generate previously
execute a telesales
campaign
MK0737
MK0737
MK7012
MK7012
Execute
Execute
Campaign
Campaign
KPI
Customer receives
marketing contact
either email, direct,
telesales, clicks on
banner add or goes to
Web site
MK7143
MK7143
Create
Create
Personalized
Personalized
Product
Product
Recommendations
RecommendationsM
Measure
Measure
Marketing
Marketing
Activity
Activity Results
Results
Define
Define Web
Web
Content
Content
Location
Location
MK7144
MK7144
Create
Create
Web
Web
Placement
Placement
Define the placement

for the Web Content
created
Create placement for

the Web Content
created
Registration to User Access
Catalogue to Assembled Content
Web Prospect to Shopping Cart
Assess Campaign
results
Enterprise Roles
Marketing Manager
Flow
Value
Statement
Demo Scripts
Web Store Administrator
180
Return
What does it cover?
Who is affected?
Execute Web Marketing Campaigns
Set up / personalize Postings and Rules
Analyze results
Marketing Manager
Marketers
IT Departments
CEO/CIO
Web Manager
Where is the ROI?
Modules Licensed
Improve Campaign Efficiency / Marketing

ROI
Reduced cost per contact / cost to
acquire
Cost reduction from unassisted selling,
customer cost of order errors, order
abandonment
OMO, AOMO, Discoverer
181
Return
Demo Script

Create, Execute and Modify Web Campaign
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
182
Return
Business Flow
MK7130
MK7130
MK7129
MK7129

Set conditions for

initiating the email
campaign
MK7132
MK7132
Create email content

and define
preferences
KPI
Create
Create
and
and Execute
Execute
Mail
Mail Merge
Merge
Generate
Generate
Target
Target
List
List
Generate previously
execute a email
campaign
Create and Execute

the mail merge to
prepare emails for
sending
MK7128
MK7128
MK0737
MK0737
Send
Send Email
Email
to
to Target
Target List
List
MK7131
MK7131
MK7127
MK7127
Create
Create Email
Email
Content
Content and
and
Define
Define Preferences
Preferences
Create
Create
Email
Email
Trigger
Trigger
Pass
Pass
Responses
Responses
For
For Lead
Lead
Qualification
Qualification
Measure
Measure
Marketing
Marketing
Activity
Activity Results
Results
Execute email with offer

URL or response
instructions send to
target list
Lead to Opportunity
Pass responses for

qualification to Lead to
Opportunity process
Assess Campaign
results
YES
Execute subsequent
campaign based
thresholds set by trigger
then send email to target
list
NO
Subsequent
Campaign
Trigger
?
Enterprise Roles
Marketing Manager
Flow
Value
Statement
Demo Scripts
Marketing Representative
183
Return
What does it cover?
Who is affected?
Execute eMail Marketing Campaigns
Budget Management
Create personalized eMail content
Create and manage targeted lists for email

campaigns (Targeted selections, Import and
DeDuplication)
Set triggers for automatic subsequent email

campaign execution
Marketing Manager
Marketers
IT Departments
CEO/CIO
Call Center Manager
Where is the ROI?
Modules Licensed
Improve Campaign Efficiency / Marketing

ROI
Reduced cost per contact / cost to
acquire
Tight Budget Control
OM, AOM, Discoverer
184
Return
Demo Script

Create and Execute Email Campaign
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
185
Return
Business Flow
MK7013
MK7013
Execute
Execute
Event
Event
Offer
Offer
Create
Create
Event
Event
Deliverables
Deliverables
Define Event: Products,

segment, schedule,
location logistics,
communications plan,
required collateral,
responsibilities and
resources, metrics, offers.
Create Collateral and

Deliverables for Event
MK7125
MK7125
MK7014
MK7014
Analyze
Analyze
Event
Event Results
Results
Execute
Execute
Event
Event
KPI
Manage and perform
the activities which roll
out the event.
MK7123
MK7123
MK7122
MK7122
Define
Define
Event
Event

Assess Event results
Communicate offer
either email, direct,
telesales, web, etc. to
attract potential
attendees to register
for an event
MK7124
MK7124
Manage
Manage
Event
Event
Registration
Registration
Capture prospect /
customer information
to register attendees
for the event
MK7126
MK7126
Pass
Pass
Registrants/
Registrants/
Attendees
Attendees as
as Leads
Leads
Lead to Opportunity
Pass registrants /
attendees to Lead to
Opportunity process
Enterprise Roles
Flow
Value
Statement
Demo Scripts
Marketing Manager
Marketing Representative
186
Return
What does it cover?
Who is affected?
Plan and execute marketing events
Attract and track registrants and

attendees via Web, Mail, Phone and
Direct Marketing
Budget Management
Response Management
Analyse event results
Marketing Manager
Marketers
IT Departments
Where is the ROI?
Modules Licensed
Improve campaign efficiency, Marketing

ROI
Improved Budget Control / variance
Improved event response and order rate
OM, AOM, Discoverer
187
Return
Demo Script

Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
188
Return
Business Flow
yes
CS7040
KPI
Identify
Identify
Potential
Potential
Solution
Solution
CS7035
Maintain
Maintain
Knowledge
Knowledge
Repository
KPI Repository
Identify
Solution?
CS7047
Update Knowledge Base

with information on the
successful solution
no
CS7043
KPI
Create
Create
Charge
Charge
Order
Order
Process Charges for
Service (if no entitlement)
Apply charges
Escalate
Escalate
Service
Service
Request
Request
Escalate an open service

request to a supervisor or
a solution expert.
CS7044
KPI
OF1079
Issue
Issue
Returned
Returned
Material
Material Authorization
Authorization
issue an RMA to authorize a
customer request to return a
product
Service Request to Exchange
Flow
Value
Statement
Demo Scripts
Resolve
Resolve
Service
Service
Request
Request
Apply the solution or

perform the requested
service
Close the service request
(CSR or CSM)
Quote to Warranty/Extended Warranty

Service Request to Contract
Service Request to Intelligence
Enterprise Roles
189
Return
What does it cover?
Who is affected?
Service request interaction history
Service request knowledge management
Track problem resolution and escalate

problems
Initiate Return Material Authorizations
Process charges for service
Customer
Customer Service
Technical Service
Consumer Complaints
Where is the ROI?
Modules Licensed
Increase customer retention

Reduce cost of service by increasing
customer service productivity
Improve customer satisfaction
Increase revenue from service
Teleservice
Advanced Inbound
(Option)
190
Return
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
191
Return
Business Flow
AM7503
AM7503
AM7506
AM7506
Identify
Identify
Maintenance
Maintenance
Strategy
Strategy
Define
requirements and
frequency of use
AM7511
AM7511
Review
Review
Unplanned
Unplanned
Requirements
Requirements
Work order created to
authorize work or task
definition
AM7510
AM7510
AM7504
AM7504
Manage
Manage
Asset
Asset
Meters
Meters
Create
Create
Planned
Planned
PM
PM
Define meters,
associate tasks,
set-up suppression.
Associate meters
to activity
Generate list of
tasks based on
calendar and meter
readings
Generate work
orders for
scheduling based
on maintenance
policy
AM7505
AM7505
AM7512
AM7512
Create
Create
PM
PM
Forecast
Forecast
Create
Create
Maintenance
Maintenance
Plan
Plan
Create forecast
for unplanned
PM tasks
Create list of
planned work
orders
Constraints
(resources, tools,
items, equipment,
shutdown, tag-out,
etc) identified and
actioned
Execute
Execute
Weekly
Weekly PM
PM
Requirements
Requirements
Execute weekly PM as
required.

Forecast to Plan
Maintenance Plan to Schedule
Enterprise Roles
Maintenance Planner
Maintenance Employee
Flow
Value
Statement
Demo Scripts
192
Return
What does it cover?
Who is affected?
Creating a Preventive Maintenance

Strategy
Maximizing Resource Availability
Optimizing Scheduling and Resource

Efficiency
Minimizing Rework
Ensuring Regulatory Compliance
Increasing Workplace Safety
Maintenance Planner
Maintenance Manager
Maintenance Supervisor
Inventory Planning
Manager
Outside Vendor
Quality Manager
Where is the ROI?
Modules Licensed
Improve Productivity
Improve Safety
Increase Wrench Time
Reduce Capital
Decrease Surplus Stock
Reduce Unit Costs
Reduce Unplanned Downtime

Oracle Enterprise Asset

Management
Oracle Human Resources
Oracle Projects
Oracle Financials
193
Return
Demo Script

Planned Maintenance Definition and Execution
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
194
Return
Business Flow
YES
AM7500
AM7500
Determine
Determine
Asset
Asset
Requirements
Requirements
KPI
Asset can be
production or plant
equipment, property,
capital equipment, or
capital program.
Concept to Release
Capital
Project?
AM7501
AM7501
Create
Create
Asset
Asset
NO
Requisition to Receipt-Indirect
Receive, create,
and/or instantiate
the asset, including
identification of
ownership and
costs.
AM7503
AM7503
AM7502
AM7502
Identify
Identify
Maintenance
Maintenance
Strategy
Strategy
Identify
Identify
Asset
Asset
Attributes
Add attributes and
associations such
as Fixed Asset,
Production Asset,
etc.
Add asset to
hierarchy
Add attributes such
as schedules,
meters, etc.
Determine
maintenance and
spares strategy.
Confirm resource
levels, training
programs and
budget
management.
Enterprise Roles
Product Manager
Facilities Manager
Employee
Maintenance Manager
Flow
Value
Statement
Demo Scripts
195
Return
What does it cover?
Who is affected?

Strategy
Minimizing Rework

Efficiency
Maintenance Planner
Maintenance Manager
Inventory Planning
Manager
Outside Vendor
Quality Manager
Where is the ROI?
Modules Licensed
Improve Safety
Reduce Capital
Reduce Unit Costs


Management
Oracle Projects
Oracle Financials
196
Return
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
197
Return
Business Flow

Signal to Replenishment
Assess to Progress
Strategic Staffing to Hire
Payroll to Payment
AM7513
AM7513
Determine
Determine
Asset
Asset
Availability
Availability
Review production
orders, property
usage/hours,
shutdown/holidays
etc. in order to
determine asset
availability.
AM7527
AM7527
Manage
Manage
Work
Work Request
Request
Process
Process
Create a work
request, approve
the work request,
and associate the
work request to a
work order.
AM7515
AM7515
AM7516
AM7516
Schedule
Schedule
and
and Resource
Resource
Asset
Asset
Create
Create
Maintenance
Maintenance
Schedule
Schedule
Perform constraint
based scheduling,
what-if analysis,
and adjustment of
variables
(overtime, contract
labour, deferrals,
etc.)
Schedule work
orders, identify
dependencies, and
identify resources
(People/
Equipment/ Parts)
Signal to Replenishment
Assess to Progress
Strategic Staffing to Hire
Payroll to Payment
Enterprise Roles
Maintenance Planner
Flow
Value
Statement
Demo Scripts
198
Return
What does it cover?
Who is affected?

Strategy

Efficiency
Minimizing Rework
Maintenance Planner
Maintenance Manager
Inventory Planning
Manager
Outside Vendor
Quality Manager
Where is the ROI?
Modules Licensed
Improve Safety
Reduce Capital
Reduce Unit Costs


Management
Oracle Projects
Oracle Financials
199
Return
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
200
Return
Assess to Progress
Schedule to Build
Business Flow
AM7517
AM7517
KPI
Manage
Manage
Asset
Asset
Tasks
Tasks
Review individual
asset schedules
and priorities.
AM7524
AM7524
Manage
Manage
Resources
Resources
Review availability
of resources
material
resources, and
parts
AM7526
AM7526
Issue
Issue
Maintenance
Maintenance
Work
Work Order
Order
Issue Maintenance
work order
NO
Work
Performed
Internally
YES
Subcontract to Pay
HR1318
HR1318
Manage
Manage
Time
Time and
and
Attendance
Attendance
Record actuals for
payroll connectivity.
AM7518
AM7518
Execute
Execute
Asset
Asset
Tasks
Tasks
Execute individual
daily work schedule
by department,
skill, employee.
AM7520
AM7520
Manage
Manage Maintenance
Maintenance
Records
Records

Time Collection to Payroll Processing
Record the time taken,

materials used, meter
readings, inspection
data, and project
performance.
AM7519
AM7519
Manage
Manage
Maintenance
Maintenance
Work
Work Order
Order
Manage the operation and
work order completions.
Record time spent, meter
readings, inspection data
Handover uncompleted tasks
Flow
Value
Statement
Demo Scripts
Enterprise Roles
Maintenance Manager
Maintenance Planner
Quality Manager
201
Return
What does it cover?
Who is affected?

Strategy

Efficiency
Minimizing Rework
Maintenance Planner
Maintenance Manager
Inventory Planning
Manager
Outside Vendor
Quality Manager
Where is the ROI?
Modules Licensed
Improve Safety
Reduce Capital
Reduce Unit Costs


Management
Oracle Projects
Oracle Financials
202
Return
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
203
Return
AM7520
AM7520
Manage
Manage Maintenance
Maintenance
Records
Records
Record the time
taken, materials
used, meter
readings,
inspection data,
and project
performance.
Business Flow
AM7521
AM7521
Review
Review
Business
Business
Records
Records
KPI
Review the
production outputs,
sales results,
service requests,
tenancy records,
etc..
AM7522
AM7522
Review
Review
Asset
Asset
Performance
Performance
Determine asset
performance
history, RCM/Trend
analysis, predictive
analysis, KPIs,
etc..
AM7523
AM7523
Develop
Develop
Enhanced
Enhanced
Maintenance
Maintenance
Strategy
Strategy
Develop business
and process
improvement
around areas such
as PM tasks, stock
levels, training
plans, etc..
Enterprise Roles
Director of Manufacturing
Maintenance Planner
Production Supervisor
Maintenance Manager
Financial Analyst
Inventory Control
Manager
Quality Manager
Flow
Value
Statement
Demo Scripts
204
Return
What does it cover?
Who is affected?

Strategy

Efficiency
Minimizing Rework
Maintenance Planner
Maintenance Manager
Inventory Planning
Manager
Outside Vendor
Quality Manager
Where is the ROI?
Modules Licensed
Improve Safety
Reduce Capital
Reduce Unit Costs


Management
Oracle Projects
Oracle Financials
205
Return
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
206
Return
Subcontract to Pay
Schedule to Build
Business Flow
AM7525
AM7525
Perform
Perform
Collaborative
Collaborative
Maintenance
Maintenance
Use electronic
notifications,
online access to
Purchase Orders,
Work Orders, and
attachments.
Perform asset
data entry.
Complete invoice
and payment
tracking.
AM7520
AM7520
Manage
Manage Maintenance
Maintenance
Records
Records
Requisition to Receipt-Indirect
Record the time

taken, materials
used, meter
readings,
inspection data,
and project
performance.
External Roles
Outside Vendor
Enterprise Roles
Maintenance Manager
Maintenance Planner
Quality Manager
Flow
Value
Statement
Demo Scripts
207
Return
Subcontract to Pay
What does it cover?
Who is affected?

Strategy

Efficiency
Minimizing Rework
Maintenance Planner
Maintenance Manager
Inventory Planning
Manager
Outside Vendor
Quality Manager
Where is the ROI?
Modules Licensed
Improve Safety
Reduce Capital
Reduce Unit Costs


Management
Oracle Projects
Oracle Financials
208
Return
Subcontract to Pay
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
209
Return
Strategy to Change
Business Flow
Influencing Factors
(De) Mergers
Acquisitions
Layoffs
Policy Change
Budget
Periodic Review
Prepare the Changes
Union
Legislation
Market Forces
Implement the Changes
Deploy
Promote
See Employment
life cycle flow
See Recruit to hire

flow
Jobs
Positions
Reporting Relationships
Organization Hierarchies
Competence framework
Requirements
see Hire to Retire Flow
P
I
W
Terminate reason
End Benefits
Vision Corporation
Flow
Value
Statement
Demo Scripts
HR Specialist
HR Director
HR Administrator
Employee
Line Manager
210
Return
Strategy to Change
What does it cover?
Where is the ROI?
Who is affected?
P
I
W
Modules Licensed
211
Return
Strategy to Change
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
212
Return
Recruit to Hire
Collect
Candidates
WEB applications
Prior Applicants
Agency referrals
Internal applicants
Business Flow
Applicant Management
Background checks
Skills and Competencies
Qualifications
Identify Applicants
Offers and Contracts
Offer letter
Acceptance
P
I
W
Interviews
Medicals
Psychometrics
References
Place Workers
Terms and conditions

Document Generation
3rd party notifications
Applicant Status
Letters
Reminders
Mass updates
Retain on file
Reject
Letters
Recruitment Analytics
Employment
x
lifecycle
Vision Corporation
Applicant
HR Specialist
HR Administrator
Line Manager
Measure effectiveness
HR Director
Employee
Payroll Clerk
Flow
Value
Statement
Demo Scripts
Payroll Manager
213
Return
Recruit to Hire
What does it cover?
Where is the ROI?
Who is affected?
P
I
W
Modules Licensed
214
Return
Recruit to Hire
Demo Script

Recruit to Hire
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
215
Return
Hire to Retire
Business Flow
Establish Workers
Employee Number
Security and Access
Notifications
Mandatory training
Benefits
Addresses
Phone numbers
Contacts
Dependants
Visa
Equal Opportunities
Change in Circumstances
Personal Information
Professional Information
Life Events
Payroll Changes
Appraisal
Assess Performance
Assess Competence
Training
Promotion
Organisation
Grade/Step
Job/Position
Location
Salary.
Taxation Legislation
Social Legislation
Bank Details
Payroll related data
Pay employee
P
I
W
Mergers
Acquisitions
Layoffs
Policy, Budget
Government
Unions
Taxation
Market Forces
Implement Employment Changes
Qualifications
Education
Competencies
Work Preferences
Grant Benefits
Payroll Adjustments
Benefit Providers
Flexible Choice
Vision Corporation
HR Specialist
HR Administrator
Line Manager
HR Director
Employee
Change Details
Promote
Transfer
Grade Step
Flow
Value
Statement
Demo Scripts
Salary
Bonus
Benefits
Payroll Changes
Taxation
Suspend
Terminate
Retrieve Assets
End Benefits
Pay Employee
Payroll Clerk
Payroll Manager
216
Return
Hire to Retire
What does it cover?
Where is the ROI?
Who is affected?
P
I
W
Modules Licensed
217
Return
Hire to Retire
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
218
Return
Compensate to Compete 1 of 2
Business Flow
Define Benefits Policy
Programs
Plans
Options
Enrol Employees
Age
Other Criteria
Fast Formula
Rules
Length of Service
Process Benefits
Absence control
Paid Time-off
Accruals
Auto Deductions
& Earnings
Compensation
Planning
Notify Employee
Set Dates
Birth
Marriage
Divorces
Death
Premiums
Rates
Coverage
Flexible Coverage
P
I
W
Employees
enrolled
Premiums
Car Leases
Others
Standard Benefits
Or Flexible Benefits
Change Choices
Benefits Service
Centre
Self Service
Vision Corporation
HR Specialist
HR Administrator
Administer
Compensation
Line Manager
HR Director
Continued on Page 2
Employee
Payroll Clerk
Salary bonus,
allowances
Grade Structures
Min-Max Comp
Rates
Budgets
Mass Changes
Individual Changes
Calculation Factors
Devolved
Responsibility
Payroll Manager
219
Return
Compensate to Compete (2 of 2)
Business Flow
Define Compensation Planning
Commence Employment
Administer Employment
Return to Page 1
External survey
HR Intelligence
Market Positioning
Benefits
Cars, Health
Regular
Salary,Rates
Irregular
Bonus, stock
Compensation Events
Life Events
Salary/rate increments
Bonus/stocks award
Terminate
Employment
Benefits Enrolment
Salary/rate allocation
Commission plan
P
I
W
Alter Benefits selections

Salary budget distribution
Bonus/stock allocation
Evaluate Benefits Policy
Insurance providers
Stocks providers
Others
Payroll
Bureau
Time sheets
Vision Corporation
HR Specialist
HR Administrator
Line Manager
HR Director
Employee
Payroll Clerk
Flow
Value
Statement
Demo Scripts
Finalize Benefits
Final s alary
adjustments
Pay in lieu of notice
Outstanding payments
Post termination
payment
Measure retention
Payroll Manager
Analyse recruitment effectiveness

See separate flows
220
Return
What does it cover?
Where is the ROI?
Who is affected?
P
I
W
Modules Licensed
221
Return
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
222
Return
Administer to Pay
Business Flow
Capture Compensation Changes
Capture Payroll Changes
Collect Temporary Data
HRMS: Payroll
Self Service
Name, Address
Bank Details
Benefit Elections
Self Service
Salary Awards
Bonus Distribution
Stock Options
New Starter
Indicative Data
Additional Earnings
Additional Deductions
Country Specific
Legislative Data
Flags and Indicators
Rates and Bands
EDI
P
I
W
Process Payroll
Retro Pay
On-Line
Batch
Continuous Calc.
Net to Gross
Legislative
Disburse Pay
Catch errors
Correct errors early
Self Service
Clocks
Timekeeper
Bulk entry
Sales Plans
Commission plans
Payroll Bureau
Process Tax Year

End
Third Party Payroll

Check Results
Payments
EDI
Tax Codes
Update Employee
Post Costs
Vision Corporation
HR Specialist
HR Administrator
Line Manager
Employee
Flow
Value
Statement
Demo Scripts
Pre Payments
Cheque
EFT
Cash
On-line payslip
Statutory reports
Payroll Summary
Reconciliation
Audit Trails
Charity Donations
Court Orders
Standard process
to Transfer to GL
Payroll Clerk
Payroll Manager
223
Return
Administer to Pay
What does it cover?
Where is the ROI?
Who is affected?
P
I
W
Modules Licensed
224
Return
Administer to Pay
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
225
Return
Assign to Schedule
Business Flow
Project resource Management
Team schedule
Competencies
Assign people to work schedule
Units
Compensation Plans
Eligibility
Absence Types
Accrual Rules
Entitlements
Vision Corporation
P
I
W
HR Specialist
Auto
Record Time
Auto
Holiday
Sick
Sabbatical
Project and task
Approve
Shifts
Work Patterns
Leave Balance
Individual
Timekeeper
Checking
Batch Data Entry
Adjustments,
Requests
Process Time
HR Administrator
Line Manager
Employee
Mass Approval
Payroll Clerk
Payroll Manager
Process Costs/Charges
Auto
Overtime Trend
Costs of Scheduled
Unscheduled
absence
Rostering
Reconciliation events
Time Calculations
Update time balances
Gross up
Taxation
Payments
Billing
Costing
Utilisation
Flow
Value
Statement
Demo Scripts
226
Return
Assign to Schedule
What does it cover?
Where is the ROI?
Who is affected?
P
I
W
Modules Licensed
227
Return
Assign to Schedule
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
228
Return
Demand to Build Discrete

Master Scheduling
PF0006
PF0006
Business Flow
Manufacturing Scheduling
PF1757
PF1757
PF1153
PF1153
Review
Review
Orders
Orders
Total demand is brought together into a Master Plan

Plan details where product will be assigned
Schedules will be forwarded to various facilities
Suppliers will receive POs with delivery schedule
PF1161
PF1161
PF1154
PF1154
Manage
Manage
Production
Production
Plan
Plan
Generate
Generate
MPS
MPS
Release
Release
Production
Production
Schedule
Schedule
Generate
Generate
MRP
MRP
*Manufacturing Scheduling
* Run MRP
gives graphical results
*Quick and accurate
*Review the entire manufacturing
operation
*Mobile Manufacturing
*Forms
*Scheduling Workbench
OP1164
OP1164
Schedule
Schedule
Shop
Shop
Floor
Floor
Analyze Shop Floor
Schedule
Adjust Shop Floor
Schedule
Simulate Shop Floor
Plan
Implement Revised Shop
Floor Plan
OP0679
OP0679
Issue
Issue Work
Work
Order
Order for
for
Manufacture
Manufacture
The Plant Manager issues
Work Orders to shop floor
for manufacture
Review constrained plan
Outside Processing
OP1949
OP1949
Execute
Execute &
&
Record
Record Outside
Outside
Operation
Operation Activity
Activity
*Enter Quality Data
*Change Capacity
*Change Promise Date
Flow
Value
Statement
Demo Scripts
OP0685
OP0685
OP1210
OP1210
Issue
Issue
Material
Material to
to
Work
Work Orders
Orders
Execute
Execute &
&
Record
Record
Operations
Operations Activity
Activity
Pick material and

issue to work order
for assembly
Outside
Operations
Reqd?
Plant personnel manufacture/

assemble, and record
manufacturing operations
Request Kanban replenishments
OP1167
OP1167
Record
Record
Completions
Completions
Plant personnel complete
and record discrete job
work orders.
Record lot, serial
information
OP1710
OP1710
OP1211
OP1211
Complete
Complete
Production
Production
Order
Order
Move
Move
Completed
Completed
Assemblies
Assemblies to
to Stock
Stock
Move completed
assemblies to stock
for future use
Enterprise Roles
Demand Planner
Planner
Shop Floor Manager
*Import Quality Data

*Approve Schedule Changes
*Review changes in capacity
Inventory Control Manager

Document Control Clerk
Quality Manager
229
Return
What does it cover?
Where is the ROI?
Who is affected?
P
I
W
Modules Licensed
230
Return
Demo Script

Demand to Build
Key Data
Script Combinations
Org =
User =
Responsibility =
Supplier =
Customer =
Contact =
Item =
11i8
231
Return
Production Planning - Discrete
Business Flow
Forecasting and Demand Management
The Planner defines

forecast method by item
and generates forecasts.
The Planner modifies

the forecast as
required based on
input from various
Company sources
(Sales, Mfg., )
Production Planning
Revise MPS as
required to meet
Customer Order
requirements.
Run MRP to identify

adequacy of
inventory, purchase
requirements.
The Planner
coordinates review &
approval by
appropriate parties.

the forecast &
communicates it to
appropriate Company
parties.
Consume forecast with

sales orders.
P
I
W
Review Mfgs ability

to meet forecast
production
requirements thru use
of RCCP capabilities.
Capacity Planning
Publish the MPS to

the shop floor and
purchasing
departments.
Calculate Resource
Requirements for the
entire production
plan.
Review detailed
resource utilization
plan.
Adjust resources and
production plan.
Vision Corporation
Demand Planner
Production Planner
Material Manager
Flow
Value
Statement
Demo Scripts
232
Return
What does it cover?
Where is the ROI?
Who is affected?
P
I
W
Modules Licensed
233
Return
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
234
Return
Requisition to Pay - Discrete

Supplier Management
Business Flow
Purchase Orders
Requisitions
Roles
Purchase Agent
Purchase Manager
Enter and Manage

Supplier Information
Manage and review

automatically or manually
created requisitions for
completeness, approvals,
etc.
The buyer creates a

selected supplier.
Select Suppliers for

requisitions
Receiving Clerk
Accounts Payable Clerk
Approvals
The purchase manager

approves the purchase order.
The purchase order is sent to
the supplier.
Accept or reject materials

at the receiving dock.
Quality Management
If Material fails inspection,

impound material.
P
I
W
Receive materials from

suppliers, either into
inventory or into an
inspection area.
Move the material to the

warehouse.
Requisitioner
Inventory Clerk
Inspector
If required, inspect
material before moving to
inventory.
Inventory Management
Manage the disposition of

impounded material.
Payables Manager
Supplier Invoices
The AP clerk matches the invoice

against the PO and/or receipt.
The invoice is approved for payment.
Accounts Payable
The invoice is approved by the

payables manager.
The payment is sent to the supplier.
Flow
Value
Statement
Demo Scripts
235
Return
What does it cover?
Where is the ROI?
Who is affected?
P
I
W
Modules Licensed
236
Return
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
237
Return
Business Flow
Work Request/ Event generation

AM7519
AM7519
AM7510
AM7510
Manage
Manage
Maintenance
Maintenance
Work
Work Order
Order
Location, Asset ID
Owner Action/Activity
Current Work Alert
Condition Based Alert
Scheduling
Planning
AM7527
AM7527
Create
Create
Planned
Planned
PM
PM
Manage
Manage
Work
Work
Request
Request Process
Process
Work Order Types, Owners,

Locations, BOMs, Standards,
Copies, Asset, Components
PMs
Pre-plans
Maintenance/Planning
Task level
planning
Dependent Steps
Work Resource
Management
AUTO = Workflow Managed
Update Schedules
Close out
AM7519
AM7519
Execute
Execute
Asset
Asset
Tasks
Tasks
Asset Owner
Create
Create
Maintenance
Maintenance
Plan
Plan
AM7518
AM7518
AM7514
Vision Corporation
AM7512
AM7512
Managing Schedules and Forecasts
Determine
Material
Demand
Components
PO details
Item status
Location
Services & Rentals
Receipt
AUTO
Iterative
Workbench
Filters for Folders
Forecasted PMs
Available Resources
WO Generation
AM0085
AM0085
Manage
Manage
Maintenace
Maintenace
Work
Work Order
Order
Time Entry, RCM
Data
Meter Readings
Inspection Data/Notes
Component/Position
Close
Close
Work
Work
Order
Order
Work Complete
Analyse Asset Performance

AM7515
AM7515
Schedule
Schedule &
&
Resource
Resource
Asset
Asset
Individuals, Teams
Flow
Value
Statement
Demo Scripts
AM7516
AM7516
AM7517
AM7517
Create
Create
Maintenance
Maintenance
Schedule
Schedule
Assigned Owner
Crew, Craft & Skill
Search/Selection
Duration
Contractors
Manage
Manage
Asset
Asset
Tasks
Tasks
Asset Schedule/Availability
Capacity Performance
Work Impact on Production
Future Work
Budget Impact
OBM
OBM ID#
ID#
Asset
Asset
History
History
Cost History
Work History
Event Tracking
Movement Tracking
AM7522
AM7522
Review
Review
Asset
Asset
Performance
Performance
Design Capacity
Actual performance
RCM Analysis
Predictive maintenance
238
Return
What does it cover?
Where is the ROI?
Who is affected?
P
I
W
Modules Licensed
239
Return
Demo Script
Key Data
Org =
User =
Responsibility =
Supplier =
P
I
W
Script Combinations
Customer =
Contact =
Item =
11i8
240
Return

Business Flows

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Business Flows

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Oracle Business Flows

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Scenarios

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Scenarios: Supply Chain Management (Discrete)

Forecast to Plan with

Operations to Period Close

Concept to Release Design

Concept to Release Proposal

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Scenarios: Supply Chain Management (Process)

Operations to Period Close

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Scenarios: Procurement

Procure to Pay Main

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Scenarios: Enterprise Asset Management

Asset to Maintenance Plan

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Flow Scenarios: Marketing and Sales

Insight to Campaign Plan

Execute Campaign to Event

Execute Campaign to Web

Execute Campaign to Email

Click to Order Contract

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Scenarios: Service and Contracts

Shopping Cart to Contract

Author to Sign Sales Contract

Author to Sign Service

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Scenarios: Human Resource Management

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Scenarios: Project Management

Analysis to Project Closure

Project Execution to Billing:

Proposal to Project Contract

Project Budget to Cost

Plan to Project Budget

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Scenarios: Financial Management

Monthly Reporting / Accounting

Treasury and Cash Management

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

The process of managing the

Cross-sell and Up-sell

Convert Opportunity to Quote

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Business Flow Value Statement

What does it cover?

Where is the ROI?

Oracle Business Models: Demo Scenarios