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Oracle Business Flows

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Oracle Business Flows: Demo Scenarios


Plan Source Make Market Sell Support

Concept to Release

Procure to Pay

Campaign to Lead

Lead to Order

Forecast to Plan

Demand to Build

Order to Cash

Contact to Resolution

Problem to Prevention Enterprise Management People to Paycheck

Inventory to Fulfillment

Contract to Renewal

Project to Profit

Accounting to Financial Reports

Supply Chain

CRM

Back Office Return

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Scenarios: Concept to Release

Design to Release (Discrete)

Concept to Release Design

Concept to Release Proposal

Product Development and Maintenance (Process)

Flow Scenario Under Review

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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High Level Demo Scenarios: Forecast to Plan (Discrete)

Forecast to Plan With Inventory Optimization

Forecast to Plan with Manufacturing Schedule

Forecast to Plan Generic

Flow Scenario Under Review

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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High Level Demo Scenarios: Demand to Build

Demand to Build (Process)

Demand to Build (Discrete)

Product Planning (Process)

Manufacturing Execution (Discrete)

Production Execution (Process)

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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High Level Demo Scenarios: Procure to Pay

Procure to Pay Main

Requisition to Pay (Process)

Analyze to Agreement

Requisition to Pay Indirect

Requisition to Pay Direct

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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High Level Demo Scenarios: Problem to Prevention

Requirement to Asset

Subcontract to Pay

Asset to Maintenance Plan

Maintain to Improvement

Maintenance Plan to Schedule

Schedule to Maintain

Problem to Prevention

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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High Level Demo Flow Scenarios: Campaign to Lead

Insight to Campaign Plan

Execute Campaign to Event

Execute Campaign to Telesales

Execute Campaign to Web

Execute Campaign to Email

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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High Level Demo Flow Scenarios: Lead to Order

Shopping Cart to Contract

Opportunity to Order Contract

Lead to Opportunity

Click to Order Contract

Opportunity to Forecast to Management Rollup

Incentive to Payment

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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High Level Demo Scenarios: Contact to Resolution

Inbound Call to Depot Repair Exchange

Service Request to Entitlement

Dispatch to Resolution

Service Entitlement to Resolution

Click to Resolution

Usage to Cash

Call to Resolution

Inbound Call to Depot Repair

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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High Level Demo Scenarios: Contract to Renewal

Contract to Renewal

Author to Sign Service Contract

Author to Sign Sales Contract

Change or Terminate Contract

Expiring Contract to Renewal

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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High Level Demo Scenarios: People to Paycheck

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

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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High Level Demo Scenarios: Project to Profit


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

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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High Level Demo Scenarios: Order to Cash

Order to Cash

Flow Scenario Under Review

Oracle Business Models: Demo Scenarios

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High Level Demo Scenarios: Accounting to Financial Reports

Assets to Disposal

Budgets to Approval

Treasury and Cash Management

Monthly Reporting / Accounting Transactions to Financial Reports

Operations to Period Close (Process)

Operations to Period Close (Discrete)

Property Creation to Lease Allocation

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Opportunity to Order/Contract
Assign Opportunity
SL7170

Work Opportunity
SL7192 SL 7172 MK0731

Assign Opportunity

Contact Lead

Manage Opportunity

Develop Marketing Collateral

Assign an opportunity to one of the potential actor and/or channel.

Capture Lead information as a result of Sales initiatives.

The process of contacting, updating all the opportunity information collected after this Sales contact

Convert Opportunity to Quote


SL7025 SL7027

Configure Items
SL7147

Product Availability
PF2036

Convert Opportunity To Quote


The process of converting an opportunity to a quote and to enter a Quote

Manage Quote
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.

Configure Solution

Check ATP

Calculate Available to Promise (ATP) for the customer order.

Cross-sell and Up-sell


SL7028 SL0783

Fulfillment Options
SL7030

Place Order
SL0788

Perform CrossSell UpSell

Present and Negotiate Quote

Determine Order Details

Convert Quote to Order

Flow Value Statement Demo Scripts

Visio Corporation Vision Corporation Sales Representative

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Opportunity to Order/Contract

Business Flow Value Statement

What does it cover?


Automatic Assignment Execute Sales Plan Propose Offering Forecast Management

Who is affected?
Sales Teams Sales Management Customer

Modules Licensed
Sales Online Telesales Configurator iStore Quoting

Where is the ROI?


Increased Revenue Better Qualification Reduce Costs Higher Customer Satisfaction More Efficient Sales Cycles Improved Employee Satisfaction

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Opportunity to Order/Contract

Demo Script

Which demo scripts map to this flow?


1. 2. Opportunity to Quote to Order Quote to Contract to Order - Order Created from Quote

Key Data

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Click to Order/Contract
B2B or B2C Customer Login
CM7075

Add Items to Cart


CM7077 SL7148

Submit Order
CM7078

Initiate Purchase

Create Cart

Initiate Checkout

Place Web Order


Customer places order through web store application.

Customer enters web store to browse for and/or purchase products or services.

Customer Enters Orders in webstore, including selection of products, quantities, and shipping information.

The process of the customer initiating checkout, entering password, financial information and shipping information

Confirm Order/Authorize Payment


CM7184 CM7183

View Order
CM7086

Verify Credit Risk


Verify the risk of processing the transaction (using industry metrics & data compared to the customers credit history)

Authorize Credit Card Payment


Process the card to reserve the required amount of cash for the payment.

View Order Status and Details


Customer logs in to view the order status and details of products/order

Business World Customer

Vision Corporation Web Shop Manager

Flow Value Statement Demo Scripts

Email Agent Finance

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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19

Click to Order/Contract

Business Flow Value Statement

What does it cover?


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

Who is affected?
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

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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20

Click to Order/Contract

Demo Script

Which demo scripts map to this flow?


1. 2. Web Order to Authorization - 11.5.8 Click to Order - B2B

Key Data

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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21

Incentive to Payment
Analyze Data
SL7194

Create Compensation Plan


SL7195 SL7196 SL7197

Assign Quotas
SL7198 SL7199

Analyze Sales Force Performance

Create Compensation Plan


Sales & non sales objectives Individual & group

Set Sales Quotas

Accept Quotas
This process of validating the Compensation plan and the Sales Quota(s)

Assign Quota(s) to Sales Force


This process of assigning the approved Quota to the Sales force

Manage Total Compensation Plan


This process of determining and revising the total compensation plan

Revise Compensation Plan


SL7200

Activate Plan
SL7201

Determine Compensation
SL7202 SL0789

Accept Compensation Plan

Activate Accepted Plan

Validate Compensation Payout


This process of validating the actual compensation payout to the Sales force

Calculate Commission

Via Sales Online (if implemented)

The process of calculating sales person commission based on plan and order information. Then the payment of the commission is processed.

Process Compensation
HR1319 HR3234 HR1242

Perform Payroll Calculation


The Gross to Net payroll calculation is successfully processed. Earning, Deductions, Taxes, and Employer liabilities are created.

Verify and Reconcile Payroll


Payroll Specialist reviews and validates payroll output to register totals. Hours, earnings, deductions taken and taxes withheld are verified.

Manage Payment Distribution


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 Sales Representative Payroll Admin

Flow Value Statement Demo Scripts

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Incentive to Payment

Business Flow Value Statement

What does it cover?


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)

Who is affected?
Sales Teams Sales Mgt. Benefits and Payroll Admin Teams Incentive Compensation Sales Online (optional) Telesales (optional) Payroll (optional)

Modules Licensed

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

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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23

Incentive to Payment

Demo Script

Which demo scripts map to this flow?


1. Campaign to Compensation

Key Data

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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24

Contract to Renewal
Create New Contract
SL7031 SL7166 SL0793

Contract Billing
CS7047 OF1049

Enter Service Contract


New service contract can be created form template, copied from an existing contract or entered manually. Contract can have service and usage lines

Review Contract for QA Compliance


QA will check if all contract elements are in line with company rules

Approve Contract
Workflow process will inform the contract manager of new and changed contracts

Create Charge Order


The accountant submits the new contract for billing and request invoicing.

Maintain Invoices

Contract Entitlement
CM7065 CS7042 CS7044

Service Charges
Verify Entitlement
Automatic Entitlement

Create Service Request


New Service Request generated

Resolve Service Request


Resolve Problem

CS7047

OF5882

Create Charge Order


Charge for NonCovered items/Labor

Present Customer Invoices


Process Invoices

Analyze Contracts
CS7167

Renew / Change / Terminate


CM7096 SL7033

Analyze Renewal Performance


Analyze Contract Revenue Analyze Renewal Rates

Renew Customer Contract


Create Opportunities Include in Pipeline Create Termination Settlement Process Termination Actions

Terminate Contract

Vision Corporation Contract Agent Contract Manager Service Agent Field Engineer Accountant

Flow Value Statement Demo Scripts

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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25

Contract to Renewal

Business Flow Value Statement

What does it cover?


Create Contract Approve Contract Activate Contract Contracts Entitlement Contract Delivery Contract Billing Contract Analysis Contract Renewal Contract Termination

Who is affected?
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
Copyright Oracle Corporation, 2002. All rights reserved.

Oracle Business Models: Demo Scenarios

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26

Contract to Renewal

Demo Script

Which demo scripts map to this flow?


1. 2. Service Contract - Renew and Consolidate Service Contracts Contract Expiration to Opportunity to Renewal

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Usage to Cash
Create Usage Contract
SL7031

Define Usage and Usage Pricing


CS0076 CS0078

Obtain Approval
CS7061

Enter Service Contract

Define Usage Type


Set Up Counters and Events Price Breaks

CS0077

Select Counter

Define Usage Pricing

Approve Contract Renewals


Apply Approval Hierarchy

SL0793

Approve Contract

Service Co tract Usag to Cash n e

Invoice
OF5882

Perform / Verify Reading


CS0079 CS0080

Bill Settlement
OF1049

Present Customer Invoices

Capture Counter Reading


Phone/Web

Settlement For Usage

Maintain Customer Invoices

Perform / Verify Reading


CS0079 CS0080

Invoice
Vision Corporation
OF5882

Contract Agent Contract Manager Accounting Clerk

Capture Counter Reading

Settlement For Usage

Present Customer Invoices

Flow Value Statement Demo Scripts

Verification Rules Field Service Engineer

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Usage to Cash

Business Flow Value Statement

What does it cover?


Service Delivery based on Usage/Volumes Pricing and Discounting based on Usage/Volumes Billing Based on Usage/Volumes Enables Preventive Maintenance

Who is affected?
Sales Teams Contracts Managers Admin Teams Service Organization

Modules Licensed
Service Contracts Accounts Receivables

Where is the ROI?


Improved Billing Accuracy Improved Service Delivery Higher Customer satisfaction Higher Contract Revenue Less Administration

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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29

Usage to Cash

Demo Script

Which demo scripts map to this flow?


1. Service Contract - Usage to Cash with Bill Settlement

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Call to Resolution
Customer Service Interaction Management
CS7036 CS7037 CS7041

Receive Service Contact

Validate Customer Records

Review Install Base

Customer Information Management


SL0769

Customer Service Administration


CS1411

Contract Management
SL0794

Maintain Customer Information

Maintain Customer Installed Based

Maintain Contract

CS7042

CS7039

CS7040

CS7044

Verify Entitlement

Enter Service Request

Identify Potential Solution

Identify Solution?

Yes

Resolve Service Request

No
CS0842 CS7047

Customer Service Fulfillment


CS0801

Determine Service Interest

Create Charge Order

Escalate Service Request Ye s

No

Manage Service Request

CS7044 CS7043 OF1079

Escalate Service Request

Issue Return Material Authorization

Resolve Service Request

Customer Service Administration


CS7035

Roles Customer Service Representative Customer Service Manager

Flow Value Statement Demo Scripts

Maintain Knowledge Repository

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Call to Resolution

Business Flow Value Statement

What does it cover?


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

Who is affected?
Service Manager Client Manager Complaints Handling Contracts Manager Customer i support Teleservice Advanced Inbound Scripting Service Contracts

Modules Licensed

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

Also Installed, included


Customer Model

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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32

Call to Resolution

Demo Script

Which demo scripts map to this flow?


1. 2. 3. Service Request to Resolution - Inbound Call to Dispatch Service Request to Resolution - Inbound Call to Dispatch (Internal Order) Service Request to Resolution - Inbound Call to Dispatch (Spares Requirement)

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Click to Resolution Self Service (SS)


Customer Service Administration
CS7035

Maintain Knowledge Repository

Service Request to Resolution Dispatch

Service Request to Resolution Depot Repair

Collaborative Support Management


CM7066

CM7063

Yes New Issue?

Search Knowledge Repository Issue Resolved? No

CM7065

CM7081

Initiate Self-Support

CM7080

Create Service Request

Enter Repair Order

No

Participate in Forum

Yes

SL0769

CM7069

CM7082

Maintain Customer Information

Escalate Service Request

Resolve Issue

Service Request to Resolution

CM7070

Service Request Resolution

Flow Value Statement Demo Scripts

Roles
Customer KM Administrator

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Click to Resolution Self Service (SS)

Value Statement

What does it cover?


Interactive pre integrated web self service and agent tele-service process Intelligent , interactive management of escalation requests Customer feedback process though web surveys Covers IBF , CRM 90 flows

Who is affected?
Customer Service Technical Service Consumer Complaints Customer

Modules Licenced
i support Teleservice Scripting Advanced Inbound Service Contracts

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

Also Installed
Customer Model Baseline GL,AR,HR

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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Click to Resolution Self Service (SS)

Demo Script

Which demo scripts map to this flow?


1. 2. Service Request to Resolution - Solution Authoring to Self Service Resolution Service Request to Resolution - Self Service to Dispatch

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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36

Inbound Call to Depot Repair


Customer Service Interaction Management
CS7036 CS7037 CS7041 CS7039 CS7040 CS7042

Receive Service Contact

Validate Customer Records

Review Install Base

Enter Service Request

Identify Potential Solution

Verify Entitlement

Depot Repair Management


CS7053

Customer Returns
OF1079

Receiving and Inspection


MM1138

Customer Service Administration


CS1411

Contract Management
SL0794

Enter Repair Order

Issue Returned Material Authorizations

Receive Material Customer

Maintain Customer Installed Base

Maintain Contract

Product Repairable?

No

Yes

Customer Service Fulfilment


CS7052 CS7047

Manage Repair WIP Jobs

Create Charge Order

Shipping
MM1090 MM1149

Customer Service Administration


CS1411

Accounts Receivable
OF1027

Pick Material
CS7056

Ship Material

Maintain Customer Installed Base

Generate Customer Invoices from Sales Orders

Close Repair Order

Customer Service Interaction Management


CS7044

Roles
Accounts Receivable Clerk Technician Customer Service Representative Warehouse Clerk

Flow Value Statement Demo Scripts

Resolve Service Request

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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37

Inbound Call to Depot Repair

Business Flow Value Statement

What does it cover?


Process of Service Request Check of Contract Entitlement Process of Return Inspection and Estimates Repair Process Shipping Process Invoicing Process

Who is affected?
Customer Service Technical Service Contract Manager Customer Teleservice Advanced Inbound Scripting Service Contracts

Modules Licensed

Where is the ROI?


Increased Revenue Reduced Costs Improves Repair Process Shorter Time to Fix Higher Customer Satisfaction

Also Installed, included


Customer Model, WIP, BOM, INV, OM

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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38

Inbound Call to Depot Repair

Demo Script

Which demo scripts map to this flow?


1. 2. Service Request to Resolution - Processing Repair and Return - Task Mode Service Request to Resolution - Processing Repair and Return - WIP Mode

Key Data
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 Item = AS66629 Warehouse = M1

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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39

Inbound Call to Depot Repair Exchange


Customer Service Interaction Management
CS7036 CS7037 CS7041 CS7039 CS7042 CS7040

Receive Service Contact

Validate Customer Records

Review Install Base

Enter Service Request

Verify Entitlement

Identify Potential Solution

Depot Repair Management


CS7053

Customer Service Fulfilment


OF1079

Shipping
MM1090 MM1149

Customer Service Administration


CS1411

Enter Repair Order

Issue Return Material Authorization

Pick Material

Ship Material

Maintain Customer Installed Base

Accounts Receivable
OF1027

Customer Returns
OF1079

Receiving and Inspection


MM1138

Customer Service Administration


CS1411

Generate Customer Invoices From Sales Orders

Issue Returned Material Authorization

Receive Material Customer

Maintain Customer Installed Base

CS7056

Close Repair Order

Customer Service Interaction Management


CS7044

Flow Value Statement Demo Scripts

Resolve Service Request

Roles
Accounts Receivable Clerk Customer Service Representative Warehouse Clerk

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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40

Inbound Call to Depot Repair Exchange

Value Statement

What does it cover?


Process of Service Request Check of Contract Entitlement Process of Return Inspection and Estimates Repair Process Shipping Process Invoicing Process

Who is affected?
Customer Service Technical Service Contract Manager Customer Teleservice Advanced Inbound Scripting Service Contracts

Modules Licensed

Where is the ROI?


Increased Revenue Reduced Costs Improves Repair Process Shorter Time to Fix Higher Customer Satisfaction

Also Installed, included


Customer Model, WIP, BOM, INV

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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41

Inbound Call to Depot Repair Exchange

Demo Script

Which demo scripts map to this flow?


1. Service Request to Resolution - Advance Exchange of product using Depot Repair

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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42

Dispatch to Resolution
Customer Service Interaction Management
CS7036 CS7037 CS7041 CS7039 CS7042 CS7040

Receive Service Contact

Validate Customer Records

Review Install Base

Enter Service Request

Verify Entitlement

Identify Potential Solution

Customer Service Fulfilment


CS0801 CS0803 CS7045 CS7044

Manage Service Request

Manage Service Schedules

Perform Field Visit

Resolve Service Request

Spares Management
CS7049

Manage Parts Inventory


CS7048 CS7050 CS7051

CS7047

CS7046

CS1411

Create Charge Order

Perform Debrief

Maintain Customer Installed Base

Identify Parts Requirements

Enter Parts Order

Receive Spare Parts

Roles Customer Service Representative

Accounts Receivable
OF1027

Field Service Dispatcher Field Engineer Accounts Receivable Clerk Planner

Flow Value Statement Demo Scripts

Generate Customer Invoices from Sales Orders

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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43

Dispatch to Resolution

Business Flow Value Statement

What does it cover?


Process of Service Request Check of Contract Entitlement Assignment of Resources Planning Field Visit Debrief Closing of Field Service Request Manual/Automatic Stock Replenishment

Who is affected?
Customer Planning Contract Manager Service Manager / Engineer

Where is the ROI?


Increased Revenue/Reduced Costs Improves Field Service Process Shorter Time to Fix Higher Customer / Employee Satisfaction Less obsolete stock, more accurate stock levels Higher Engineer Efficiency
Oracle Business Models: Demo Scenarios

Modules Licensed
Teleservice Advanced Inbound Service Contracts Field Service (mobile) Scheduling Spares Management
Copyright Oracle Corporation, 2002. All rights reserved.

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44

Dispatch to Resolution

Demo Script

Which demo scripts map to this flow?


1. 2. 3. Service Request to Resolution - Inbound Call to Dispatch Service Request to Resolution - Inbound Call to Dispatch (Internal Order) Service Request to Resolution - Inbound Call to Dispatch (Spares Requirement)

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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45

Forecast to Plan with Manufacturing Scheduling (1of 2)


Forecasting & Demand Management
PF2004 PF1967 PF2011 PF2021 PF2005

Establish Forecast & Demand Management Policies


Establish Forecast rules, methods, demand management policies, reporting mechanisms, etc.

Collect Forecast Data


Collect Historical Sales and Shipments Data to use for statistical forecasts.

Generate Sales Forecast


Generate statistical forecast based on sales and shipment history.

Achieve Consensus Forecast


Review forecasts on a regular basis and revise as needed.

Consume Forecast

Define forecast consumption policies and consume forecasts.

Production Planning
PF2029 PF2031 PF2037 PF2038

Identify Plan Type


Specify DRP, MPS, or MRP Plan Types and how they will inter-relate

Define Planning Options


Define Planning Options for each plan type, including constraint types and aggregation levels

Collect Planning Data


Collect planning data from the transaction system

Run Production Plan


Launch Production Plan

Production Planning
PF2039 PF3002 PF3003 PF3004 PF3005

Analyze Plan, KPIs and Exceptions


Analyze Plan, KPIs, exception messages and counts prior to releasing orders from the plan

Adjust Plan

Simulate with Revised Constraints


Run the plan in simulation mode with revised constraints to model potential solutions to limitations.

Collaborate on Revised Constraints


Collaborate with internal and external parties to agree on revised constraints.

Implement Revised Constraints


Implement the revised constraints based on the collaboration results.

Go to 2/2
Roles Planning Mgr Demand Mgr. Demand Planner Production Planner

Make manual adjustments to the plan based on plan review and new information

Oracle Business Models: Demo Scenarios

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46

Forecast to Plan with Manufacturing Scheduling (2 of 2)


Production Activity Control
PF0025 PF1161

Shop Floor Scheduling


OP0681 OP0683 OP1164 OP1162

Release Procurement Schedule


The Planner releases a list of Items requiring procurement.

Release Production Schedule


The Planner releases the Production Schedule

Manage Labor Requirements


The scheduler manages and adjusts the labor schedules and reviews allocations to various work centers.

Manage Machine & Other Plant Requirements


Manage the availability of machinery and equipment to meet the production schedule.

Schedule Shop Floor


ANALYZE SHOP FLOOR SCHEDULE The scheduler reviews the exceptions generated during the scheduling of the Shop Floor.

Identify 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 Shop 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.

Schedule Shop 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

Flow Value Statement Demo Scripts

Material Manager Plant Personnel

Go to 1/2

Quality Manager

Oracle Business Models: Demo Scenarios

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47

Forecast to Plan with Manufacturing Scheduling

Value Statement

What does it cover?


Demand Planning Constrained based Planning Planning Simulations KPIs and Exceptions Shop floor optimisation Reaction to short term production issues

Who is affected?
Planning Department Purchasing Department Sales and Marketing Dept Production Department

Modules Licensed
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

Oracle Business Models: Demo Scenarios

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48

Forecast to Plan with Manufacturing Scheduling

Demo Script

Which demo scripts map to this flow?

Key Data
Org = M1 User = MFG/welcome Responsibility = Manufacturing and Distribution Manager Supplier = NA Customer = NA Contact = NA Item = AS54888, AS62444, CM66321 Oracle Business Models: Demo Scenarios

Script Combinations

What Instance Can I use?

11i8

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49

Forecast to Plan with Inventory Optimization


Forecasting & Demand Management
PF1967 PF2011 PF2021 PF2005

Sales & Operations Planning


PF2028

Collect Forecast Data


Collect historical sales and demand data from all relevant sources and translate into compatible format.

Generate Sales Forecast


Generate statistical forecasts based on demand history.

Achieve Consensus Forecast


Review forecasts on a regular basis and revise as needed.

Consume Forecast

Manage Production Forecast


The corporate S&OP process which reconciles demand and production plans, typically monthly.

Define forecast consumption policies and consume forecasts.

Inventory Planning
PF1962 PF1963 PF1966 PF1960

Production Planning
PF2037 PF2038

Collect Supply Variability Data


Collect historical supplier performance data from all relevant sources and translate into compatible format for supplier variability.

Collect Demand Variability Data


Collect demand data including forecast confidence levels from all relevant sources.

Generate Item Safety Stock Levels


Calculate Optimized Item Safety Stock levels. Calculate Optimized locations for safety stocks (postponement strategy).

Establish Inventory Planning Policies


Update Inventory Planning Policies based on Safety Stock optimization, by item, quantity and location.

Collect Planning Data


Collect planning data from the transaction system

Run Production Plan


Launch Production Plan or Plans on a regular basis.

Production Planning
PF2039 PF3002 PF3003 PF3005 PF2040 PF3001

Analyze Plan, KPIs and Exceptions


Analyze Plan, KPIs, exception messages and counts prior to releasing orders from the plan. Make adjustments based on plan review and new information.

Adjust Plan

Simulate with Revised Constraints


Run the plan in simulation mode with revised constraints to model potential solutions to limitations.

Implement Revised Constraints


Implement the revised constraints based on the collaboration results.

Release Schedule
Release the production schedule to work areas and procurement.

Manage Direct Non-MRP Material Replenishment


Plan non-MRP planned materials using Kanban planning, MinMax Planning, Reorder Point, cycle counts, etc.

Make manual adjustments to the plan based on plan review and new information

Roles

Flow Value Statement Demo Scripts

Demand Planner Production Planner Inventory Planner Copyright Oracle Corporation, 2002. All rights reserved.

Planning Mgr Demand Mgr

Oracle Business Models: Demo Scenarios

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50

Forecast to Plan with Inventory Optimization

Value Statement

What does it cover?


Demand Planning Inventory Optimisation with postponement Constrained based Planning Planning Simulations KPIs and Exceptions

Who is affected?
Planning Department Purchasing Department Sales and Marketing Dept Production Department

Modules Licensed
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

Oracle Business Models: Demo Scenarios

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51

Forecast to Plan with Inventory Optimization

Demo Script

Which demo scripts map to this flow?

Key Data
Org = M1 User = MFG/welcome Responsibility = Manufacturing and Distribution Manager Supplier = NA Customer = NA Contact = NA Item = AS62444/5, CM66312/3, CM66321/2/3, AS54888 Oracle Business Models: Demo Scenarios

Script Combinations

What Instance Can I use?

11i8

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52

Manufacturing Execution (Discrete) (1 of 2)


Production Activity Control
PF0025 PF1161

Release Procurement Schedule


The Planner releases a list of Items requiring procurement.

Release Production Schedule


The Planner releases the Production Schedule

Bar-Code Mobile Device


Scan Items for Recording to Confirm - Completed To various points in production

Shop Floor Execution


OP0679 OP1165 OP0685 OP1210 OP1949 OP1167

Issue Work Orders for Manufacture


The Plant Manager issues Work Orders to shop floor for manufacture.

Expedite Materials
Identify component shortages Determine availability of substitutes, or jobs issued material which can be borrowed

Issue Material to Work Order


Pick material and issue to work order for assembly.

Execute & Record Operations Activity


Plant personnel manufacture/ assemble, and record manufacturing operations.

Execute & Record Outside Operations Activity


Plant personnel complete and record outside processing moves and receipts to discrete jobs

Record Completions
Plant personnel complete and record discrete job work orders

Shop Floor Execution


OP0678 OP1214 OP1213 OP1211

Inspect Goods
Review goods to ensure they meet quality requirements

Reject Discrepant Components


Inspect components & reject those which do not meet quality requirements.

Reject Discrepant Assemblies


Reject assemblies which do not meet quality requirements and record transaction Move material to MRB, if required

Move Completed Assemblies To Stock

Vision Corporation Planner Production Scheduler

Move completed assemblies to stock for future use, or to inspection to ensure adequate quality.

Material Manager Plant Personnel Quality Manager

2/2

Oracle Business Models: Demo Scenarios

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53

Manufacturing Execution (Discrete) (2 of 2)

Shop Floor Execution


OP1781 OP1168 OP1785 OP1211 OP1770

Record Material Production


Report Good and bad quantity.

Perform Rework

Record Resource Usage


Actual labor activities and time are charged to the WIP order.

Move Completed Assemblies to Stock


Store Finished Goods produced from WIP Orders into Storage Areas.

Complete Production Order


The Material Manager completes the WIP orders.

Rework product if necessary.

Bar-Code Mobile Device Quality Control


OP1834 OP1835 OP1836

Scan Items for Recording to Confirm - Completed

Create Quality Samples


Plant personnel Creates a sample for inspection.

Maintain Quality Results


Quality personnel tests and enters Assay results.

Manage Production - Quality Approval Process


Quality personnel notify production of results.

To various points in production


Roles Planner Production Scheduler Material Manager

Flow Value Statement Demo Scripts

1/2

Plant Personnel Quality Manager

Oracle Business Models: Demo Scenarios

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54

Manufacturing Execution

Business Flow Value Statement

What does it cover?

Who is affected?

Where is the ROI?

Modules Licensed

Oracle Business Models: Demo Scenarios

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55

Manufacturing Execution (Discrete)

Demo Script

Which demo scripts map to this flow?


1. Demand to Build - Manufacturing Execution

Key Data

Script Combinations
N/A

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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56

Operations to Period Close


Product Costing
FM0517 FM0521 FM0522 FM0520

Period Close Management


FM1805

Define Costing Methods


Define Costing Methods and assign to Items. Define cost elements.

Manage Actual Product Cost Definition


For purchased Items set Standard Costs

Manage Standard Product Cost Definition


For Assembly Items Rollup Item Costs

Review Cost Information


Confirm and review standard costs and standard cost adjustments

Perform WIP Period 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

Oracle Business Models: Demo Scenarios

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57

Operations to Period Close

Business Flow Value Statement

What does it cover?

Who is affected?

Where is the ROI?

Modules Licensed

Oracle Business Models: Demo Scenarios

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58

Operations to Period Close

Demo Script

Which demo scripts map to this flow?


1. Operations to Period Close (Process)

Key Data

Script Combinations
N/A

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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59

Product Development and Maintenance (Process)


Product Development & Maintenance
PD1831 PD1829 PD1830 PD1849 PD0647 PD1752

Update Item

Maintain Formulae

Maintain Routing

Maintain Recipe

Estimate Product Costs


The Cost Accountant develops a cost estimate using material and resource costs.

Release to Production
The Formulator and Quality Engineer approves the formula/recipe for production use.

Formulator defines New Product (for experimental item).

The Formulator creates a list of components to be used in manufacturing the item.

The Process Engineer develops the processes to be used in manufacturing, including resources for the item.

The process of creating and maintaining recipes linking the formula and routing with organization specific overrides where necessary is done.

Quality Control
PD1833

Regulatory Management
PD1847

Maintain Product Specifications


The Process Engineer creates quality test specifications for the item warehouse / location / lot / sublot, customer or supplier

Maintain Regulatory Information

The Process Engineer enters the regulatory information for the item.

Product Costing
Third Party LIMS System
FM1804 FM1804 FM0520

Manage Standard Product Cost Definition


For purchased Items set Standard Costs.

Manage Standard Product Cost Definition


For Produced Items, define manufactured item, formula, ingredient, and resource costs.

Review Cost Information


Rollup Item Costs. Review and confirm standard costs.

Role s Process Engineer Formulator

Flow Value Statement Demo Scripts

Cost Accountant

Oracle Business Models: Demo Scenarios

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60

Product Development and Maintenance (Process)

Value Statement

What does it cover?

Who is affected?

Where is the ROI?

Modules Licensed

Oracle Business Models: Demo Scenarios

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61

Product Development and Maintenance (Process)

Demo Script

Which demo scripts map to this flow?

Key Data

Script Combinations
N/A

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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62

Production Planning (Process)


Forecasting and Demand Management
PF2004 PF1766 PF2014 PF1771

Establish Forecast & Demand Management Policies


Establish Demand management Policies such as Customer Service, Safety Stock, Performance Metrics.

Manage Forecast

Review and Revise Forecast


. A Planner modifies the forecast as required based on input from various Company sources (Sales, Mfg., ). .

Generate MPS

A Planner enters detail forecast.

A Planner defines rules for making planning calculations. A Planner develops schedules for make to stock manufacturing.

Production Planning
PF1764 PF1852 PF2039 PF2040

Generate Review Error MRP Messages

Analyze Plan, KPIs and Exceptions


The Planner reviews the error messages.

Release Schedule

The Planner generates the MRP Run. The Planner approves the forecast run.

The Planner approves the forecast run.

Roles Demand Planner Production Planner

Flow Value Statement Demo Scripts

Material Manager

Oracle Business Models: Demo Scenarios

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63

Production Planning (Process)

Business Flow Value Statement

What does it cover?

Who is affected?

Where is the ROI?

Modules Licensed

Oracle Business Models: Demo Scenarios

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64

Production Planning (Process)

Demo Script

Which demo scripts map to this flow?


1. Production Planning (Process)

Key Data

Script Combinations
N/A

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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65

Production Execution (Process) (1 of 2)


Production Activity Control
PF2040 PF1169 OP1776 PF1761

Release Schedule
Release production schedule for labour and machine planning.

Control Production Activity


Define Operating levels.

Create Production Orders


Display FPOs listing item or formula, desired production, quantity, and planned start and completion dates.

Manage Firm Planned Orders


View FPO ingredient requirements before executing the order.

Process Operation Control Execution


OP0081 OP1778 OP1779 OP1777 OP1780

Third Party SCADA/PLC System


Manage Production Order
Releases to Production a Batch to be produced.

Create Production Batches


The Plant Manager issues Batch Orders to the production floor for manufacture. This covers the FPO.

Allocate Material

Identify Shortages

Record Consumption of Component Material


Plant personnel manufacture and record manufacturing operations.

The process of allocating raw material and packaging material to production.

Identify component shortages. Determine availability of substitutes.

Quality Control
OP1834 OP1835 OP1836

Create Quality Samples


Plant personnel Creates a sample for inspection.

Maintain Quality Results


Quality personnel tests and enters Assay results.

Manage Production Quality Approval Process


Quality personnel notify production of results.

Go To2/2

Third Party LIMS System


Roles Production Scheduler Material Manager Plant Personnel Quality Manager

Oracle Business Models: Demo Scenarios

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66

Production Execution (Process) (2 of 2)

(POC)-Shop Floor Execution


OP1781 OP1168 OP1785 MM1819 OP1770

Record Material Production

Perform Rework

Record Resource Usage


Actual labor activities and time are charged to the batch.

Conduct Stock to Stock Transfers


Store Finished Goods produced from Production Batches into Storage Areas.

Complete Production Order


The Material Manager completes the production batch.

Go To 1/2

Report Good and bad quantity.

Rework product if necessary.

Roles

Flow Value Statement Demo Scripts

Material Manager Plant Personnel

Oracle Business Models: Demo Scenarios

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67

Production Execution (Process)

Business Flow Value Statement

What does it cover?

Who is affected?

Where is the ROI?

Modules Licensed

Oracle Business Models: Demo Scenarios

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68

Production Execution (Process)

Demo Script

Which demo scripts map to this flow?


1. Production Execution (Process)

Key Data

Script Combinations
N/A

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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69

Requisition to Pay (Process)


Supplier Management
PR1005

Requisitions
PR1180 PR1181

Purchase Orders
PR1182 PR0129

Maintain Suppliers

Manage Requisitions

Select Suppliers

Issue a Purchase Order


The buyer creates a purchase order for the selected supplier.

Authorize Purchase Orders


The purchase manager approves the purchase order. The purchase order is sent to the supplier.

Enter and Manage Supplier Information

Manage and review automatically or manually created requisitions for completeness, approvals, etc.

Select Suppliers for requisitions

Receiving and Inspection


MM1135 MM1136 MM1188

Quality Management
Inspect Received Material
If required, inspect material before moving to inventory. MM1139 MM1810

Accept or Reject Deliveries


Accept or reject materials at the receiving dock.

Receive Material Supplier


Receive materials from suppliers, either into inventory or into an inspection area.

Impound Material

Manage Material Review Board (MRB) Activity


Manage the disposition of impounded material.

If Material fails inspection, impound material.

Third Party LIMS System Roles


Accounts Payable Clerk Payables Manager Purchase Agent Purchase Manager Receiving Clerk Inspector

Inventory Management
MM0406

Supplier Invoices
PR1010

Accounts Payable
PR1022

Put Away Material

Manage Supplier Invoices


The AP clerk matches the invoice against the PO and/or receipt. The invoice is approved for payment.

Issue Supplier Payments


The invoice is approved by the payables manager. The payment is sent to the supplier.

Move the material to the warehouse. Links to WMS

Flow Value Statement Demo Scripts

Inventory Clerk

Oracle Business Models: Demo Scenarios

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70

Requisition to Pay (Process)

Business Flow Value Statement

What does it cover?

Who is affected?

Where is the ROI?

Modules Licensed

Oracle Business Models: Demo Scenarios

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71

Requisition to Pay (Process)

Demo Script

Which demo scripts map to this flow?


1. Requisition to Pay (Process)

Key Data

Script Combinations
N/A

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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72

Order to Cash (1 of 2)
Enter and Configure Order
OF0065 OF0052

ATP Check, Reserve


PF2036

Book Order
OF1069

Plan Shipment
OF1071

Enter Orders (Collaboration)


Any channel XML, EDI, iStore Phone etc Single source!!!

Specify and Configure Order


Options Exclusivity Guided Buying Guided Selling

Check ATP
Check ATP Schedule Order Reserve stock Cust. feedback

Manage Customer Orders


Credit check Firm order Demand created

Schedule Sales Order Ship Date


Optimisation Grouping rules Carrier choice

Auto

Release Order for Picking


MM1090

Ship Confirm
MM1149

Carrier Pick Up
MM0398

Returns
OF1079

Pick Material
Pick Slip Mobile Devices Pick/Pack rules

Ship Material
Bill of Lading Packing Slip Custom doc. Confirms Shipment

Schedule Carrier

Issue Returned Material Authorization


Manage returns Approve RMA

Carrier Notification ASN to buyer

Auto

Auto

Invoice Customer
OF1027

Collect Cash
OF1032

Go To2/2

Generate Customer Invoices from Sales Orders


Auto created Freight Charge Credit Notes

Apply Customer Receipts Cash Applications

Vision Corporation Order Department

Workflow Managed
Receive Cash See full Fin Apps Flow!

Shipment Department Customer

Auto

Oracle Business Models: Demo Scenarios

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73

Order to Cash ( 2 of 2)

Check ATP
PF2036

Schedule Order
OF1071

Reserve Stock
MM1090

Go To 1/2

Check ATP
+ On-hand + Production + Receipts Demand

Schedule Sales Order Ship Date


Best Warehouse Set Ship Date Set Arrival Date Best Date

Pick Material
Move Order Line Detailing

Auto

Auto

Auto

Vision Corporation Order Department Shipment Department Customer Flow Value Statement Demo Scripts

Workflow Managed Auto


Copyright Oracle Corporation, 2002. All rights reserved.

Oracle Business Models: Demo Scenarios

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74

Order to Cash

Business Flow Value Statement

What does it cover?


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

Who is affected?
Sales staff Manufacturing staff Shipping staff Warehouse staff Carriers

Modules Licensed
Order Management Accounts Receivables Optional:
Advanced Pricing Global ATP - APS Oracle Configurator Release Management Warehouse Management CRM Sales Modules

Where is the ROI?


Automation Reducing the capital tied up in the Supply Chain Creating a better buying experience for the customer

Oracle Business Models: Demo Scenarios

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75

Order to Cash

Demo Script

Which demo scripts map to this flow?


1. 2. 3. 4. Order to Cash - Complex Outbound Flow for Multi-Order Shipping Order to Cash - Global Order Promising Order to Cash Order to Cash - with RMA

Key Data
Org = specific for each script User = specific for each script Responsibility = specific for each script Supplier = NA Customer = SmartBuy Contact = NA Item = specific for each script

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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76

Procure to Pay Main Flow


Analysis to Award
PR0131 PR0152 PR0132 PR0134

Analyze Sourcing Requirements

Provide Specification & RFQ


Publish RFQ / Auction Place bids Monitor Sourcing event

Evaluate & Award Negotiations

Evaluate Supplier Contract Performance

Periodical Contract Review Create / Change Sourcing Strategy Create Sourcing Document

Optimize decision Award Create Contract or PO

Requisition to Pay
PR1180 CM5513 PR1935 PR1010 PR5889 PR1022

Manage Requisition

Publish Order Visibility Data


Query PO Confirm PO Create ASN

Receive Non Production Goods & Services


Receive item

Manage Supplier Invoices


Create / receive Invoice

Approve Supplier Invoice


Approve Invoice

Issue Supplier Payment


Enter Payment

Enter Requisition / Generate Demand Approve requisition Release Requisition

Manage Suppliers
Vision Corporation
PR1185

Analyze Quality Performance


The supplier performance is reviewed by defects, delivery exceptions, price, volume and amounts

Warehouse staff or Requisitioner Purchasing staff Accounts Payable Supplier

Flow Value Statement Demo Scripts

Oracle Business Models: Demo Scenarios

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77

Procure to Pay Main Flow

Business Flow Value Statement

What does it cover?


Management of PO including
Autocreation of Requisitions based on Demand Auto-Approval Autocreation of PO Receiving

Who is affected?
Warehouse staff Purchasing Staff Accounts Payable Staff Suppliers

Manage Invoice and Payment Supplier Collaboration Intelligence (Purchasing History and Supplier Performance)

Modules Licensed
iProcurement iSupplier Portal Purchasing Intelligence Purchasing Accounts Payable

Where is the ROI?


Automation Shorten cycle time Focus on Supplier Relationship Mgt

Oracle Business Models: Demo Scenarios

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78

Procure to Pay Main Flow

Demo Script

Which demo scripts map to this flow?


1. 2. Procure to Pay - Procure to Pay Main Flow Auctions Procure to Pay - Procure to Pay Main Flow RFQ

Key Data
Org = specific for each script User = specific for each script Responsibility = specific for each script Supplier = specific for each script Customer = NA Contact = NA Item = specific for each script

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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79

Requisition to Pay - Direct


Manage Requisition
PR1180 PR0128 PR1182

Manage Requisitions

Authorize Requisitions

Issue a Purchase Order

Auto
Fully automated Hands-free generation of requisitions Automatic sourcing

Auto
Automatic approval

Auto
Auto-create and release purchase order against blanket order no manual intervention

Receiving
MM1136

Manage Payment
PR1931 PR5889 PR1022

Manage Suppliers
PR1185

Receive Material Supplier


Requestor confirms receipt

Manage Evaluated Receipts

Approve Supplier Invoice


The invoice is approved and matched against PO

Issue Supplier Payment

Analyze Quality Performance


The supplier performance is reviewed by defects, delivery exceptions, price, volume and amounts

Auto
The invoice is created automatically Find and view invoice

Auto

Vision Corporation Warehouse staff Purchasing staff Accounts Payable

Flow Value Statement Demo Scripts

Supplier

Oracle Business Models: Demo Scenarios

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80

Requisition to Pay - Direct

Business Flow Value Statement

What does it cover?


Management of PO including
Autocreation of Requisitions based on Demand Auto-Approval Autocreation of PO Receiving

Who is affected?
Warehouse staff Purchasing Staff Accounts Payable Staff Suppliers

Manage Invoice and Payment Supplier Collaboration Intelligence (Purchasing History and Supplier Performance)

Modules Licensed
iProcurement iSupplier Portal Purchasing Intelligence Purchasing Accounts Payable

Where is the ROI?


Automation Shorten cycle time Focus on Supplier Relationship Mgt

Oracle Business Models: Demo Scenarios

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81

Requisition to Pay - Direct

Demo Script

Which demo scripts map to this flow?


1. Procure to Pay - Requisition to Pay Direct

Key Data
Org = specific for each script User = specific for each script Responsibility = specific for each script Supplier = specific for each script Customer = NA Contact = NA Item = specific for each script

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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82

Requisition to Pay - Indirect


Manage Requisition
PR1180 PR0128 PR1182

Receiving
PR1935

Manage Requisitions

Authorize Requisitions

Issue a Purchase Order

Receive Non-Production Goods and Services

Auto
Requestor confirms receipt

Search for item to buy Add item to shopping cart Check out and submit requisition

Search for requisition Requisition is approved automatically due to submitters authority

Auto-release against blanket order no manual intervention

Manage Payment
PR1931 PR5889 PR1022

Manage Suppliers
Approve Supplier Invoice
The invoice is approved
PR1185

Manage Evaluated Receipts

Issue Supplier Payments

Auto
The invoice is created automatically Find and view invoice

Auto

Analyze Quality 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

Oracle Business Models: Demo Scenarios

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83

Requisition to Pay - Indirect

Business Flow Value Statement

What does it cover?


Manage Requisition including
Catalog Search Approval PO creation Receiving

Who is affected?
Requisitioner Supervisor Purchasing Staff Accounts Payable Staff Suppliers

Manage Invoice and Payment Supplier Collaboration Intelligence (Purchasing History and Supplier Performance)

Modules Licensed Where is the ROI?


Automation Shorten cycle time Eliminate maverick buying Focus on Supplier Relationship Mgt iProcurement iSupplier Portal Purchasing Intelligence Purchasing Accounts Payable

Oracle Business Models: Demo Scenarios

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84

Requisition to Pay - Indirect

Demo Script

Which demo scripts map to this flow?


1. Procure to Pay - Requisition to Pay Indirect

Key Data
Org = V1 User = operations/welcome corpexp/welcome grainger/welcome supplier/welcome Responsibility = Payables Vision Operations (USA), General Ledger Vision Operations Supplier = multiple Customer = NA Contact = NA Item = multiple

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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85

Assets to Disposal
Requisitions
PR1180

Purchase Orders
PR1182

Receiving and Inspection


MM1136

Supplier Invoices
MM1753
PR1010

Manage Requisitions

Issue a Purchase Order


The buyer creates a purchase order for the selected supplier.

Receive Material Supplier


Receive materials from suppliers, either into inventory or into an inspection area.

Inspect Goods

Manage Supplier Invoices


The AP Clerk receives an invoice. The invoice is matched against PO. The invoice is approved for payment.

Manage and review automatically or manually created requisitions for completeness, approvals, etc.

Inspect material in the inspection area. Reject any materials that do not meet product quality plan standards

Fixed Asset Management Create Asset


PR1906 FM1102

Fixed Asset Management - Use asset


FM1108 FM1103

Transfer Asset Invoices to FA Dept


Any asset related invoices (invoices coded to the asset clearing account are interfaced to Assets department for processing

Maintain Fixed Asset


The asset is added to inventory as capital or CIP.

Manage Fixed Assets Inventory


Asset Inventory reports are run and verified with actual Inventory.

Transfer Fixed Assets


Assets can be moved to new locations and/or (account) assignments.

AM7518 Execute Asset Tasks Enter maintenance operation Notify requestor that operation is complete Charge back costs

Period Close
FM0480 FM1914

Financial Reporting
FM1104 FM1940

Vision Corporation Employee Buyer AP Clerk

Calculate Asset Depreciation


Depreciation Expense is calculated and Accumulated Depreciation is updated for every capitalized asset in the Corporate Book.

Perform Fixed Assets Period Close


Activities required to close Fixed Assets and send transactions to GL.

Manage Fixed Asset Loss/Disposal


Company owned assets are disposed. The asset is retired. Proceeds of sale, cost of removal and any gains or losses are recorded.

Generate Internal Reports


Internal financial reports are generated, distributed and reviewed.

Asset Accountant General Acctg Manager Repair technician

Flow Value Statement Demo Scripts

Oracle Business Models: Demo Scenarios

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86

Assets to Disposal

Business Flow Value Statement

What does it cover?


Asset purchase Asset receipt and invoice matching Asset registration and assignment in asset register Asset depreciation Asset disposal Asset inventory Asset maintenance

Who is affected?
Employees using assets Accounts Payables clerks Asset accountants CFO Maintenance technicians

Modules Licensed
Fixed Assets Accounts Payables General Ledger I-Procurement Enterprise Asset Management

Where is the ROI?


Reduce workload for adding new assets Ability to track your assets more accurately

Oracle Business Models: Demo Scenarios

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87

Assets to Disposal

Demo Script

Which demo scripts map to this flow?


1. Assets to Property Lifecycle - Assets to Disposal

Key Data
Org = Vision Operations, Seattle Maintenance User = OPERATIONS Responsibilities = iProcurement Purchasing, Vision Operations (USA)

Script Combinations
N/A

Payables, Vision Operations, (USA) Assets, Vision Operations, (USA) General Ledger, Vision Operations (USA) Enterprise Asset Management Self Service Maintenance
Supplier = GE Capital

What Instance Can I use?

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Treasury and Cash Management


Treasury and Cash Management - Monitor Account Balances
FM1908 FM1905 FM1910

Treasury and Cash Management - Maintain Account Balances


FM0547

Record Bank Statements


Upload and import Bank statements using seeded formats

Reconcile Bank Balances to GL


Automatically or manually reconcile the bank statements

Reconcile Bank Statements to Transactions


Finalize reconciliation

Review Bank Balances


Review bank account balances for deficits/ surplus funds

FM0565

Invest Long Term Cash


Transfer funds to net off deficit and surplus balances

Customer Order

Treasury and Cash Management - Eliminate Currency Exposure


FM1911 FM0559 FM0527 FM0559

OF0065

Enter Order
i-Store: Large value sales order placed in JPY

Manage Cash Forecasts


Check currency position Treasurer checks JPY position in 3 months time

Review Projected Cash Position


Drill Down to Customer Order Includes a receipt for 100,000,000 JPY due in 90 days

Perform Investment Procedures


Treasurer sells forward 100,000,000 JPY against Euro

Review Projected Cash Position


Confirm exposure is eliminated Treasurer checks JPY position in 3 months time

Raise Sales Invoice


OF1027

Treasury and Cash Management - Balance Currencies


FM0559 FM0527

Treasury/Cash Mgmt - Confirm


FM0527

Vision Corporation Customer Treasurer Clerk

Generate Customer Invoices from Sales Orders


Invoice is raised and sent in USD instead of JPY as planned

Review Projected Cash Position


Check currency position Both USD and JPY positions reviewed

Perform Investment Procedures


Enter a Currency swap, USD against JPY

Perform Investment Procedures


Treasury Clerk sends confirmation letter for transaction

Flow Value Statement Demo Scripts

Oracle Business Models: Demo Scenarios

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Treasury and Cash Management

Business Flow Value Statement

What does it cover?


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 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

Who is affected?
Customer Receivables Clerk Treasury Clerk Treasurer

Modules Licensed
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

Oracle Business Models: Demo Scenarios

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90

Treasury and Cash Management

Demo Script

Which demo scripts map to this flow?


1. Financial Planning to Reports - Treasury: Cash Management

Key Data
Org = Vision Operations 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) System Administrator Cash Management, Vision Operations (USA) Treasury, Vision Operations (USA) IBE_ADMINISTRATOR

Script Combinations
N/A

What Instance Can I use?

11i8

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Opportunity to Project Mgt. (Project Mgt. Main Flow)


Opportunity to Contract
SL7172

Project Contracting
PM5794

Contract to Project
PM5812

Project to Staffing
PM5728

Manage Opportunity
Identify & Track project opportunities Forecast Sales Manage & Plan Accounts Track Cost of Sales

Sign Project Contract


Manage Bid/Proposal process Author Contract documents and Changes Manage approvals & signatures

Define Project Plan


Initiate Project & Define Project Plan Create Project & Work breakdown structure Define Charge Controls Fund & Budget

Create Staffing Requirement


Create Staffing Requirements Identify available Resources Evaluate, Review, Assign Candidates

Requisitions
PR1180

Project Expenditure
PM5842 PM5857 PM5839

Project Billing
PM5866

Manage Requisitions
Create project requisitions Manage purchase Approvals Procure and receive items Manage Commitments Manage Payments

Enter Project Timecard Expenditures


Create & Collect weekly time and expense reports Manage Approvals Track Missing Timecards Distribute Costs Manage Payments

Process Project Expenditures


Review, transfer & adjust if necessary project expenditures Review Accounts Process Adjustments

Review Project Performance


Track Progress & issues Manage Work schedules Check Actuals & Commitments vs. Budgets Monitor Project Performance Indicators

Manage Project Revenue Recognition


Process expenditures Recognize Revenue Manage Invoice Approvals Generate Project Invoices Monitor Project Collections

Project Close Out


PM5873

Project Analysis
PM5839

Roles Sales

Close Project
Review deliverables Perform Adjustments Commission Project Archive Project Documents Close Project

Review Project Performance


Analyse costs, revenue, profitability, deliverables Review resource usage Analyse Project Key Performance Indicators (KPIs)

Third Parties Customer

Delivery Accounting Supplier

Flow Value Statement Demo Scripts

Oracle Business Models: Demo Scenarios

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92

Opportunity to Project Mgt. (Project Mgt. Main Flow)

Value Statement

What does it cover?


Opportunity Management Project Contract Management Project Resource Management Project Creation & Planning Procurement Timecard Management Expense Management Project Management Project Controlling

Who is affected?
Sales Project Mgr Project Team Member Resource & Staffing Manager Legal & Administration Purchasing Accounting

Modules Licensed
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

Where is the ROI?


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 Business Models: Demo Scenarios

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93

Opportunity to Project Mgt. (Project Mgt. Main Flow)

Demo Script

Which demo scripts map to this flow?

Key Data
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) Payables, Vision Operations (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 11 inch, Black

Script Combinations
N/A

What Instance Can I use?

11i8

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Manage Time & Expenses


Time & Labor Management
HR2115 HR2108 HR2114

Project Expenditure
PM5858

Enter Time
Project emember enters time in the appropriate time collection device or via the web. Project member submits time

Approve Time Entered


Project Manager approves the time entered at the end of the collection period.

Manage Time Reports


Validate that the employee time collected is valid and in the correct format Review missing timecards

Process Project Allocations


Project manager distributes administrative overhead allocation charges.

Supplier Invoices Expense Reports


PR1009 PR1012

Project Expenditure
PM5858

Supplier Invoices
PR1016

Accounts Payable
PR3200

Manage Expense Reports


Employee enters his/her expense report via the web. Expense report is routed via the application to the Department Manger.

Approve Expense Reports


Project manager reviews and approves expense report.

Process Project Allocations


Project manager distributes administrative overhead allocation charges.

Manage Employee Expense Receipts


Employee imaged or paper receipts are matched to the expense report.

Issue Employee Expense Payments


Team member receives notification on payment of expenses

Roles Project Member Third Parties Customer Supplier

Flow Value Statement Demo Scripts

Project Manager Accounting Resource Mgr

Oracle Business Models: Demo Scenarios

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95

Manage Time & Expenses

Business Flow Value Statement

What does it cover?


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

Who is affected?
Project Member Project Manager Resource Manager Accounts Payables

Modules Licensed
Oracle Time & Labour Internet Expense Project Costing Oracle Payables

Where is the ROI?


Reduced Cycle time for timecard and expense report processing Increased administrative costs savings Improved employee productivity Increased Transaction Accuracy (Chargeability & Billing)

Oracle Business Models: Demo Scenarios

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96

Manage Time & Expenses

Demo Script

Which demo scripts map to this flow?


1. Opportunity to Project Mgmt - Execution to Billing -Time and Expenses

Key Data
Org = Vision Services Users = SERVICES (Amy Marlin), BPALMER (Blair Palmer), DGRAY (Donald Gray) Responsibilities = OTL Self Service Mass Timecard Approval Projects, Vision Services (USA) Internet Time, Vision Services (USA) iExpences, Vision Services (USA) Payables , Vision Services (USA)

Script Combinations
N/A

What Instance Can I use?

11i8

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97

Manage Expenditure & Check Status

Project Expenditure
PM5857 PM5858 PM5860 PM5863

Project Execution
PM5839

Process Project Expenditures

Process Project Allocations

Generate Financial Transactions

Manage Project Expenditure Adjustments

Review Project Performance

Make necessary adjustments to the project expenditure

Transfer expenditure to another project if necessary

Check the account distributions which have automatically been generated Review financial information

The accountant processes all the project adjustments by distributing cost for labour, expenses etc.

The project manager checks status, analyses costs, profitability, revenue and time usage.

Roles Project Manager Accounting

Third Parties Customer Supplier

Flow Value Statement Demo Scripts

Oracle Business Models: Demo Scenarios

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98

Manage Expenditure & Check Status

Value Statement

What does it cover?


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

Who is affected?
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

Oracle Business Models: Demo Scenarios

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99

Manage Expenditure & Check Status

Demo Script

Which demo scripts map to this flow?


1. Opportunity to Project Mgmt - Manage Expenditures and Status

Key Data
Org = Vision Services User = SERVICES (Amy Marlin) Responsibility = Projects, Vision Services (USA)

Script Combinations
N/A

What Instance Can I use?

11i8

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Billing
Project Expenditure
PM5857

Project Billing
PM5866

Project Expenditure
PM5860

Project Billing
PM5869

Customer Invoices
OF1027

Process Project Expenditues

Manage Project Revenue Recognition

Generate Financial Transactions

Manage Project Invoices


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

Generate Customer Invoices from Sales Orders


The financial analyst kicks off procedures for generating invoices Bill amounts are calculated, invoices are formatted for publishing, posting and funding balances are updated.

Accountant collects all project expenditures Review expenditures Manage cross-charges

The financial analyst kicks off procedures for generating Draft revenue recognition

The financial analyst manages draft project invoices process Generate Intercompany Invoices & Cross-charges

Customer Invoices
OF5882

Accounts Receivables
OF1032

Present Customer Invoices


Customer views invoice info, argues on invoices if needed, enters payment info, etc

Apply Customer Receipts Cash Applications


Accountant monitors Days Sales Outstanding (DSO) and collections Roles Project Member Project Manager Accounting

Interface
Interface Invoice Information
Interface draft Invoice to external billing system

Flow Value Statement Demo Scripts

Interface Accounting Information


Interface revenue to external accounting system

Third Parties Customer Supplier

Oracle Business Models: Demo Scenarios

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Billing

Business Flow Value Statement

What does it cover?


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

Who is affected?
Project Accounting Project Manager Accounts Receivables 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
Copyright Oracle Corporation, 2002. All rights reserved.

Oracle Business Models: Demo Scenarios

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102

Billing

Demo Script

Which demo scripts map to this flow?


1. Opportunity to Project Mgmt - Execution to Billing-Billing

Key Data
Orgs = Vision Project Mfg, Vision Services Users = PROJMFG (Max Kingston), SERVICES (Amy Marlin), CSR (United Parcel Service) Responsibilities = Projects, Vision Project Mfg (MRC) Receivables, Vision Project Mfg (MRC) Payables, Vision Services (USA) Projects, Vision Services (USA) Receivables, Vision Services (USA) Customer = United Parcel Service

Script Combinations
N/A

What Instance Can I use?

11i8

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Plan to Project Delivery


Project Planning (in your existing project planning system)
PM5812 PM5809 PM5815

Interface Project
PM5800

Project Planning
PM5818 PM5821

Define Project Plan


Project manager creates the work plan for the project.

Define Project Schedule


Next he defines the project scope and time scheduling for each project task

Develop Project Template & WBS


If necessary, project manager creates Gantt Chart with milestones and dependencies

Import Project Plan


The project manager transfers the workplan from his pps to Oracle Projects through a standard interface

Define Project Details


The project manager adds further project details

Define Contract Funding


Next step he or admin enters the project funding

Project Budgeting
PM5827

Project Staffing
PM5728 PM5737 PM5749

Project Expenditures
PM5842

Define Project Budget


Project Manager or Admin enters the project budget

Create Staffing Requirements


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

Assign Resources

Approve Resource Assignment


Resource Manager approves the resource requests

Enter Project Timecard Expenditures


The team members enter Timecards, Expense Reports, Supplier Invoices

The Project Manager searches for available resources based on the skill database

Project Billing
PM5866

Customer Invoices
OF5882

Monitor Project
PM5839

Manage Project Revenue Recognition


Accountant or Project Manager generate Revenue and Draft Invoice based on Project Type and Customer Agreements

Present Customer Invoices

Review Project Performance


The project manager compares Budget, Forecast and Actuals

Vision Corporation

Project Manager Project Member Accountant

Flow Value Statement Demo Scripts

Customer views invoice info, argues on invoices if needed, enters payment info, etc

Oracle Business Models: Demo Scenarios

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104

Plan to Project Delivery

Business Flow Value Statement

What does it cover?

Who is affected?
Project Manager Project Administration Resource Manager

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
Project Connect Project Costing Project Billing Resource Management iTime iExpense Account Receivables

Where is the ROI?


Increase project profitability Reduce administrative cost Out of the box integration of multiple diversed project sources onto one single global validated project repository

Oracle Business Models: Demo Scenarios

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105

Plan to Project Delivery Which demo scripts map to this flow?


Plan to Project Delivery

Demo Script

Key Data
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) Payables, Vision Operations (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 11 inch, Black

Script Combinations
N/A

What Instance Can I use?

11i8

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Staff to Project Delivery


Project Initiation
PM5803

Project Staffing
PM5728

Define Project Charter


Select Template Enter basic data for the new project

Create Staffing Requirement


Apply Team Template Confirm Start Date

PM5734

PM5737

Evaluate Resources
Search Resource Pool Select Candidates Nominate Resources as a Candidate Rank Candidates

Assign Resources
Select Resource and assign directly to Project

Project Staffing
PM5752 PM5749

Commit Resources
Resource Mgr. reviews notification Team Member reviews planned assignments

Approve Resource Assignment


Resource Mgr. approves

PM5761

Review Utilization

Team Member views: Schedule/Profile Candidacy List Competencies Work Preferences

Project Expenditure
PM5842

Project Staffing
PM5761

Project Execution
PM5839

Vision Corporation Project Manager Staffing Manager Resource Manager

Enter Project Timecard Expenditures


Team Member enter and submit timecards

Review Utilization
Org. Manager reviews utilization

Review Project Performance


Org. Manager reviews forecast

Flow Value Statement Demo Scripts

Team Member Org. Manager

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Staff to Project Delivery

Business Flow Value Statement

What does it cover?


Create Project Create Staffing Requirements Candidate Management Resources Assignments Approval Process Enter Timecards View Competences View Utilization Review Forecast

Who is affected?
Project Manager Project Team Members StaffingManager Resource Managers Organisation Manager

Modules Licensed
Project Res. Management Project Costing Project Billing Internet Time

Where is the ROI?


Increase profitability Increase Resource Utilization Reduce administrative costs Increase customer and employee satisfaction

Oracle Business Models: Demo Scenarios

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108

Staff to Project Delivery Which demo scripts map to this flow?


Staff to Project Delivery

Demo Script

Staff to Project Delivery

Key Data
Org = Vision Services 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) Project Resource Mgmt, Team Member, Vision Services (USA) OTL Self Service Project Resource Management, Organization Manager, Vision Services (USA) Customer = Imaging Innovations, Inc.

Script Combinations
N/A

What Instance Can I use?

11i8

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109

Project Management Main Flow


Project Planning Define Project
PM5815 PM5821

Project Budgeting
PM5827

Project Staffing
PM5749

Time and Labor Management


HR2108

Supplier Invoices
PR1009

Develop Project Template & WBS

Define Contract Funding

Define Project Budget


Project manager creates the project budget and requests approval.

Approve Resource Assignment


Staff project Resource Manager (supervisor of resource) approves resource assignment.

Enter Time

Manage Expense Reports


Employee enters his/her expense report via the web. Expense report is routed via the application to the Department Manger.

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.

Enter time in the appropriate time collection device or via the web.

Manage Procurement
PR1180

Project Expenditures
PM5848

Requisition Approvals
PR0128 PR1933

Receive Goods
PR1935

Manage Payment
PR1010

Manage Requisitions

Manage Project Commitments

Authorize Requisitions

Issue a Non Production Purchase Order


PO can be automatically created from Requisition. PO can be created manually.

Receive Non Production Goods & Services


The nonproduction goods arrive at the requisitioner/receivers desk.

Manage Supplier Invoices


The accountant matches invoices from suppliers with the purchase orders and manages the payment

Check Commitments A project member creates a requisition for Check Budgets an item needed for the project.

Approvals can be controlled using amount or account code.

Project Expenditure
PM5857

Project Billing
PM5866 PM5869

Project Execution - Performance


Vision Corporation
PM5833 PM5839

Process Project Expenditures


Financial Analyst distributes charges to all projects.

Manage Project Revenue Recognition


Generate draft revenue; adjust. Generate final revenue, account distributions and update funding balances.

Manage Project Invoices


Initiate invoice generation process. Customer bills are calculated, funding balances are updated and invoices are sent to Receivables.

Manage Project

Review Project Performance


Project performance information is gathered and disseminated, status reporting, progress measurement and forecasting.

Project Manager Project Member

Flow Value Statement Demo Scripts

Project manager analyzes budget to actual variances by project, task or resource.

Accountant Buyer

Oracle Business Models: Demo Scenarios

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Project Management Main Flow

Business Flow Value Statement

What does it cover?


Create Project and WBS Enter Project Details Create Project Budgets Staff Resources Enter Expenditures Generate Revenue and Invoices Control Project Performance

Who is affected?
Project Manager Project Administration Resource Manager

Modules Licensed
Project Costing Project Billing Resource Management iTime (optional PO) iExpense

Where is the ROI?


Reduce time and expense processing Reduce unaccounted time Improve cash flow Increase resource utilization

Oracle Business Models: Demo Scenarios

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111

Project Management Main Flow Which demo scripts map to this flow?
Project Management Main Flow

Demo Script

Key Data
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) Payables, Vision Operations (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 11 inch, Black

Script Combinations
N/A

What Instance Can I use?

11i8

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Budget to Bill
Project Budgeting
PM5827 PM5830

Project Expenditures
PM5842 PM5845 PM5851

Define Project Budget


The Project manager creates the project budget and submits for management approval.

Manage Project Budget


The financial analyst approves the final budget. Costs can now be collected against the contract project and the project is now officially kicked off.

Enter Project Timecard Expenditures


Consultants working on the Acme project submit timecards.

Enter Project Exp Report Expenditures


Consultants working on the Acme project submit travel related expenses.

Enter Project Supplier Invoice Expenditures


Consultants purchase computer supplies to be used on the project. Supplier invoice is submitted to Accounts Payable.

Project Expenditures
PM5852 PM5858 PM5859

Project Billing
PM5866 PM5869

Enter Project Inventory Expenditures


The project manager issues material out of inventory to be used on the Acme project.

Process Project Allocations


The project manager distributes administrative overhead allocation charges to the Acme project.

Process Cross Charges for Shared Resources


The project manager processes charges from consultants in its Japan subsidiary to the Acme project.

Manage Project Revenue Recognition

Manage Project Invoices

The financial analyst kicks off procedures for generating revenue. Revenue is calculated, General Ledger account distributions are generated and funding balances are updated.

The financial analyst kicks off procedures for 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

Oracle Business Models: Demo Scenarios

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113

Budget to Bill

Business Flow Value Statement

What does it cover?


Enter Project Budgets Enter Expenditures: Timecards, Expense Reports and Purchase Orders Generate Revenue Create Draft Invoices

Who is affected?
Project Manager Project Administration Project Team Member

Modules Licensed
Project Costing Project Billing iTime iExpense Optional: PO, Financials

Where is the ROI?


Reduce time and expense processing Reduce unaccounted time Reduce revenue leakage Increase Project effectivness

Oracle Business Models: Demo Scenarios

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114

Budget to Bill Which demo scripts map to this flow?


1. Projects - Project Budget to Billing

Demo Script

Key Data
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) Payables, Vision Operations (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 11 inch, Black

Script Combinations
N/A

What Instance Can I use?

11i8

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Budget to Cost Management


Project Budgeting
PM5827 PM5830

Project Expenditures
PM5842 PM5845 PM5851

Define Project Budget


The project manager creates the project budget and submits for management approval.

Manage Project Budget


The financial analyst approves the final budget. Costs can now be collected against the indirect project and the project is now officially kicked off.

Enter Project Timecard Expenditures


An organization has launched an internal R&D project. Consultants working on the R&D project submit timecards.

Enter Project Exp Report Expenditures


Consultants working on the R&D project submit travel related expenses.

Enter Project Supplier Invoice Expenditures


Consultants purchase computer supplies to be used on the project. Supplier invoice is submitted to Accounts Payable.

Project Expenditures
PM5852 PM5858 PM5859

Enter Project Inventory Expenditures


The project manager issues material out of inventory to be used on the R&D project.

Process Project Allocations


The project manager distributes administrative overhead allocation charges to the R&D project.

Process Cross Charges for Shared Resources


The project manager processes charges from consultants in its Japan subsidiary to the R&D project.

Roles Project Manager Financial Analyst

Flow Value Statement Demo Scripts

Consultant

Oracle Business Models: Demo Scenarios

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116

Budget to Cost Management

Business Flow Value Statement

What does it cover?


Enter Project Budgets Enter Expenditures: Timecards, Expense Reports and Purchase Orders Check Project Performance

Who is affected?
Project Manager Project Administration

Modules Licensed
Project Costing Project Billing iTime iExpense optional PO

Where is the ROI?


Reduce time and expense processing Improve business understanding Reduce administrative cost Increase Project effectivness

Oracle Business Models: Demo Scenarios

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117

Budget to Cost Management Which demo scripts map to this flow?


1. Project Management - Budget to Cost Management

Demo Script

Key Data
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) Payables, Vision Operations (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 11 inch, Black

Script Combinations
N/A

What Instance Can I use?

11i8

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118

Budget to Assets
Project Budgeting
PM5827 PM5830

Project Expenditures
PM5842 PM5845 PM5854

Define Project Budget


The project manager creates the project budget and submits for management approval.

Manage Project Budget


The financial analyst approves the final budget. Costs can now be collected against the capital project and the project is now officially kicked off.

Enter Project Timecard Expenditures


The organization is building a new call center. Consultants working on the call center project submit timecards.

Enter Project Exp Report Expenditures


Consultants working on the call center project submit travel related expenses.

Enter Project Capital Asset Expenditures


The organization purchases capital equipment to be used on the project. Asset related invoice is submitted to Accounts Payable.

Project Expenditures
PM5852 PM5858 PM5859 PM5864

Enter Project Inventory Expenditures


The project manager issues material out of inventory to be used on the call center project.

Process Project Allocations


The project manager distributes administrative overhead allocation charges to the call center project.

Process Cross Charges for Shared Resources

Manage Project Assets

The project manager processes charges from consultants in its Japan subsidiary to the call center project.

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

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119

Budget to Assets

Business Flow Value Statement

What does it cover?


Enter Project Budgets Enter Expenditures: Timecards, Expense Reports and Purchase Orders Interface Project Lines to Fixed Assets (Refer to Assets to Depreciation Flow in Fast
Forward Flows for Financial Management)

Who is affected?
Project Manager Project Administration

Modules Licenced
Project Costing Project Billing iTime iExpense Fixed Assets

Where is the ROI?


Reduce time and expense processing Improve business understanding Reduce administrative cost Increase Project effectivness

Oracle Business Models: Demo Scenarios

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120

Budget to Assets

Demo Script

Which demo scripts map to this flow?


1. Project to Profit - Project Budget to Asset

Key Data
Org = Vision Services User = SERVICES (Amy Marlin) Responsibility = Projects, Vision Services (USA)

Script Combinations
N/A

What Instance Can I use?

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121

Lead to Opportunity
Campaign to Lead Inbound Call to Lead Outbound Call to Lead Execute Campaign to Direct Mail and Advertising Execute Campaign to Email Execute Campaign to Event Execute Campaign to Telesales Execute Campaign to Web
SL7022 SL7023

Business Flow
SL7192 SL7168

Generate Automated Lead

Assign Lead
KPI Review and assign previously generated sales leads.

Contact Lead

Determine Product Interest


Present and determine the product with the Lead.

Use the Automated Lead Routing for all leads having enough info.

Capture Lead information as a result of Sales initiatives.

SL7171 SL0773 SL0776 SL7170

SL7173

KPI

Qualify and Score Lead

Convert Lead To Opportunity


Verify that the lead has emerged as a real opportunity, and that the opportunity should be pursued.

Assign Opportunity

YES Partner Channel ? NO

Assign Opportunity to Partner


Assign a Partner to an opportunity that has been listed in the Partner Channel.

Monitor Partner Opportunity KPI Management


Check all the opportunity information collected and sent by the Sales Org and manage the opportunity.

Qualify leads based on the criteria set for an "opportunity" that the company may invest in.

Assign an opportunity to one of the potential actor and/or channel.

MK7124

MK7158

KPI

Manage Event Registration

Send Product Collateral


Sending product collateral and other sales information.

Capture attendees for the event. Register Lead for Event.

SL7172

Manage Opportunity
KPI

Opportunity to Order Opportunity to Forecast to Management Rollup Outside Roles Partner Sales Representative Sales Manager Enterprise Roles Alliances Manager Telesales Agent System Automated

Flow Value Statement Demo Scripts

The process of contacting, updating all the opportunity information collected after this Sales contact

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122

Lead to Opportunity

Business Flow Value Statement

What does it cover?


Sales Rep is Informed about New Lead Qualification of Prospect/Lead Convert Lead to Opportunity Manage Opportunity

Who is affected?
Sales Teams Sales Management Alliances Team Marketing

Where is the ROI?


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

Modules Licensed
Sales Online

Oracle Business Models: Demo Scenarios

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123

Lead to Opportunity

Demo Script

Which demo scripts map to this flow?


1. Lead to Opportunity

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

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124

Opportunity to Forecast to Management Rollup

Business Flow

SL7174

SL7175

SL7176

SL7177

Lead to Opportunity KPI

Review Pipeline
KPI

Generate Baseline Forecast

Maintain Forecast

Submit Forecast

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

The process of modifying an Aggregate Forecast, or an Opportunity Forecast, or a Product Family Forecast

The process of submitting the Forecast to his/her manager for review and consolidation

SL7178

SL7179

SL7180

SL7181

SL7177

Compare Subordinate Pipeline To Forecast


The process of receiving all the Forecast submitted by the Sales Reps, (subordinate) and comparing it with the Management figures

Generate Final Forecasts


The process of modifying and generating the final Aggregate Forecast, Opportunity Forecast, and Product Family Forecast

Accept Forecast

Rollup Forecast

Submit Forecast

The process of verifying the consistency and possibility of the management Forecast

The process of rolling up the Forecasts

The process of submitting the Forecast to his/her manager for review and consolidation

Sales Force Planning Insight to Campaign Plan Enterprise Roles

Flow Value Statement Demo Scripts

Sales Representative Sales Manager

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125

Opportunity to Forecast to Management Rollup Business Flow Value Statement

What does it cover?


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

Who is affected?
Sales Force Sales Management

Where is the ROI?


Increase customer facing sales time, revenue contribution reducing forecast effort dramatically forecast transparency and accuracy through online drilldown and rollup

Modules Licensed
Sales On Line

Oracle Business Models: Demo Scenarios

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126

Opportunity to Forecast to Management Rollup

Demo Script

Which demo scripts map to this flow?


1. Opportunity to Forecast to Management Rollup

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

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127

Shopping Cart to Contract


Web Prospect to Shopping Cart

Business Flow

SL7365

SL7148

CM7090

View/Receive Discounts & Promotions


Customer views discounts & promotions on appropriate items in cart.

Initiate Checkout

Customer Needs Assistance No

Yes

Request Web Callback

Opportunity to Order

The process of the customer initiating checkout, entering password, financial information and shipping information

Customer requests a callback from either a Sales or Service agent who can answer questions or give assistance.

Customer Accepts Pricing & Contract terms

SL0790

No

Negotiate Pricing, Discounts &Terms

SL0794

Maintain Contract
M 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.

Yes

The process of determining pricing and discounting of products or services during the quote process.

SL0793

Approve Contract

Order to Status Inquiry

Flow Value Statement Demo Scripts

Customer reviews contract terms and approves.

Enterprise Roles Contract Manager

Outside Roles Customer

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128

Shopping Cart to Contract

Business Flow Value Statement

What does it cover?


Assemble and manage shopping carts Provide presales/transactional support Support B2B & B2C shopping models Customers place purchase based on contractual terms, conditions, and pricing

Who is affected?
Customer Prospect Contract Manager Sales Representative

Where is the ROI?


Decrease sales cycle cost and time Increase order accuracy to 99% or better Serve broad range of customers Reduce shopping cart abandonment

Modules Licensed
iStore Contracts (Core, Sales) Interaction Center Technologies

Oracle Business Models: Demo Scenarios

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129

Shopping Cart to Contract

Demo Script

Which demo scripts map to this flow?


1. HTML - Quote to Contract to Order

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

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130

Service Request to Entitlement


Order to Status Inquiry Opportunity to Order KnowledgeBase Search to Result Web Service Request to Escalation Forum Posting to Response Install Base Update to Product Return Email Inquiry to Response
SL7207 CS7036

Business Flow
SL7156

Log into Interaction Center Systems


The process of logging into Teleservice application and interaction center work queue.

KPI

Receive Service Contact

Receive Screen Pop and Script


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

CS7037

CS7041

yes Transfer Ownership?

CS1411

KPI

Validate Customer Records

Review Install Base


Review Installed Base for customers product information Verify Product Order (if subject of Billing Inquiry)

Maintain Customer Installed Base KPI


Transfer Installed Base ownership

Gather information about individual or business Verify that information is current

no

CS7042

CS7039

Verify Entitlement
Review customer warranty information Determine the level and type of service available to the customer

KPI

Enter Service Request

Service Entitlement to Resolution

Define Contact Reason Create Service Request Assign SR to Resource Create Tasks Enterprise Roles Customer Service Representative Customer Service Manager

Flow Value Statement Demo Scripts

Oracle Business Models: Demo Scenarios

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131

Service Request to Entitlement

Business Flow Value Statement

What does it cover?


Inbound call center business process integrated out of the box Track service requests Verify service entitlement

Who is affected?
Customer Customer Service

Where is the ROI?


Reduce cost of service by increasing customer service productivity Eliminate revenue leakage from providing enentitled service

Modules Licensed
Teleservice Advanced Inbound (Option)

Oracle Business Models: Demo Scenarios

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132

Service Request to Entitlement

Demo Script

Which demo scripts map to this flow?

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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133

Author to Sign Sales Contract

Business Flow

SL1432

SL7166

SL0793

SL7032

Enter Sales Contracts


Create Contract from Existing Contract, Template, or Quote Add Contract Parties

Review Contract For QA Compliance


Define quality guidelines for Contract QA Run QA check for every contract

Approve Contract

Sign Contract

Manage approvals from company signatories

Complete contract terms & conditions Communicate contract terms & service level objectives.

Customer Invoice to Cash

Enterprise Roles

Flow Value Statement Demo Scripts

Contract Agent Contract Manager

Oracle Business Models: Demo Scenarios

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134

Author to Sign Sales Contract

Business Flow Value Statement

What does it cover?


Author Contracts using copy, versions, or templates Contract versioning and change control Contract Quality Assurance checking Workflow approvals

Who is affected?
Contracts Managers Sales Teams Admin Teams

Where is the ROI?


Increase productivity through streamlined, standardized contract processes Reduce administrative costs 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)

Modules Licensed
Sales Contracts

Oracle Business Models: Demo Scenarios

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135

Author to Sign Sales Contract

Demo Script

Which demo scripts map to this flow?


1. Contracts for Sales - Author & Sign Core/Sales Contract

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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136

Author to Sign Service Contract

Business Flow

SL7031

CS0827

OF1037

SL7166

Enter Service Contracts


Create Contract from Existing Contract, Template, or Quote Add Contract Parties etc

Define Contract Renewal Triggers


KPI Define Renewal Rules RePricing Rules Billing Rules

Apply Customer Receipts - Credit Card


Enter Credit Information

Review Contract For QA Compliance


Define quality guidelines for Contract QA Run QA check for every contract

SL0793

SL7032

Approve Contract
Manage approvals from company signatories

Sign Contract
Complete contract terms & conditions Communicate contract terms & service level objectives.

Customer Invoice to Cash

Enterprise Roles

Flow Value Statement Demo Scripts

Contract Agent Contract Manager

Oracle Business Models: Demo Scenarios

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137

Author to Sign Service Contract

Business Flow Value Statement

What does it cover?


Author service contracts /warranties Contract versioning and change control Business rules for billing, payments terms, etc. Contract Quality Assurance checking Workflow approvals

Who is affected?
Customer Contract Manager Customer Service Manager

Where is the ROI?


Increase productivity through streamlined, standardized contract processes Increase customer satisfaction by better managing service level agreements Eliminate penalty costs from contract non performance Reduce administrative costs Accurate Bills More profitable contracts Faster contract turnaround/Faster time to market Reduce cost of maintaining inconsistent contracts

Modules Licensed
Service Contracts

Oracle Business Models: Demo Scenarios

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138

Author to Sign Service Contract

Demo Script

Which demo scripts map to this flow?


1. Service Contract - Author and Sign Service Contract

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

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139

Change or Terminate Contract

Business Flow

Author to Sign Contract Author to Sign Service Contract yes Contract Change (vs. Terminate)?
SL0794 SL7166 CS7060

Maintain Contract
submit Change Request Obtain Approval Create Contract Version

Review Contract For QA Compliance


Define quality guidelines for Contract QA Run QA check for every contract

Manage Contract Changes


Update the contract with any product changes, service level agreements, and new effective/expiration dates

no

C h a n g e C o n t r a c t

SL7033

CS0828

Terminate Contract
KPI Record Termination Reason Communicate contract terms & service level objectives

Notify Parties of Customer Change


Notify sales reps and others of important change in customer status or disposition

Customer Invoice to Cash

Flow Value Statement Demo Scripts

Enterprise Roles Contract Agent

Oracle Business Models: Demo Scenarios

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140

Change or Terminate Contract

Business Flow Value Statement

What does it cover?


Automates Contract termination process Complete contracts change process Version Management Automated notification to Sales rep Approval Management via workflow Automatic quality assurance check

Who is affected?
Contracts Managers Contracts Administrators Sales Teams

Where is the ROI?


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

Modules Licensed
Sales Contracts Service Contracts

Oracle Business Models: Demo Scenarios

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141

Change or Terminate Contract

Demo Script

Which demo scripts map to this flow?


1. 2. 3. 4. Contracts for Sales - Change Sales Contract Service Contract - Terminate Service Contract Contracts Core - Terminate Contract (Core/Sales) Service Contract - Change Service Contract

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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142

Expiring Contract to Renewal

Business Flow

CS0827

CS7059

CS0828

CS7060

Define Contract Renewal Triggers


KPI Define Renewal Rules, Re Pricing Rules, Billing Rules Select Contracts Execute Renewal Rules AutoNotify Sales Rep

Manual Renewal?

YES

Identify Contracts KPI For Renewal


Determine which contracts are expiring and are eligible for renewal

Notify Parties of Customer Change KPI


Contact the customer regarding the renewal of the service contract and discuss the contract details.

Manage Contract Changes


Update the contract with any product changes, service level agreements, and new effective/expiration dates

NO

SL7166

CS7061

SL7032

Review Contract for QA Compliance


Define quality guidelines for Contract QA Run QA check for every contract

Exp g Co tract to Ren irin n ewal

Approve Contract Renewal

Sign Contract
Complete contract terms & conditions Communicate contract terms & service level objectives.

Manage approvals from company signatories

CS7062

Renew Contract
KPI Create and/or update new contract Obtain customer's authorization. Notify Sales Rep OR Automatically create new contract Notify customer

Customer Invoice to Cash

Enterprise Roles Contract Agent Contract Manager

Flow Value Statement Demo Scripts

Oracle Business Models: Demo Scenarios

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143

Expiring Contract to Renewal

Business Flow Value Statement

What does it cover?


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

Who is affected?
Sales Teams Contracts Managers Admin Teams

Where is the ROI?


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

Modules Licensed
Sales Contracts Service Contracts

Oracle Business Models: Demo Scenarios

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144

Expiring Contract to Renewal

Demo Script

Which demo scripts map to this flow?


1. Service Contract - Auto Renewal of Service Contract

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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145

Forecast to Plan
Design to Release Customer Collaboration to Consensus Forecast Supplier Collaboration to Supplier Commitment Opportunity to Forecast to Management Rollup
PF1967 PF2011

Business Flow
PF2021 PF2028

KPI

Collect Forecast Data

Generate Sales Forecast


Generate statistical forecast based on sales and shipment history.

KPI

Achieve Consensus Forecast

Manage Production Forecast


Define the parameters for forecast consumption and consume forecast.

Collect Historical Sales and Shipments Data to use for statistical forecasts.

Review forecasts on a regular basis and revise as needed.

PF1962

PF1963

PF1966

PF2038

PF2039

KPI

Collect Supply Variability Data

KPI

Collect Demand Variability Data

Generate Item Safety Stock Levels


Calculate for all locations where items have maintained safety stock levels.

KPI

Run Production Plan

Analyze Plan, KPIs and Exceptionsx KPI


Analyze Plan, KPIs, exception messages and counts prior to releasing orders from the plan

Collect historical suppler performance data from all relevant sources and translate into compatible format.

Collect demand data including forecast confidence levels from all relevant sources.

Launch Production Plan

PF3002

PF3003

PF3004

PF3005

Adjust Plan

Simulate with Revised Constraints


Run the plan in simulation mode with revised constraints to model potential solutions to limitations.

Collaborate on Revised Constraints


Collaborate with internal and external parties to agree on revised constraints.

Customer Collaboration to Consensus Forecast Supplier Collaboration to Supplier Commitment

Implement Revised Constraints


Implement the revised constraints based on the collaboration results.

Make manual adjustments to the plan based on plan review and new information

PF2040

PF3001

Release Schedule
KPI KPI

Plan NonMRP Material

Enterprise Roles Plan to Schedule Requisition to Receipt Direct Planner Demand Planner

Flow Value Statement Demo Scripts

Release the production schedule to work areas and procurement.

Plan nonMRP planned materials using Kanban planning, MinMax Planning, Reorder point, cycle counts, etc..

Demand Manager Inventory Planning Manager

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Forecast to Plan

Business Flow Value Statement

What does it cover?


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

Who is affected?
Trading Partners (Customers, Suppliers, Third Party Contractors) Planners Sales Marketing Point of Sale

Where is the ROI?


Improved Delivery Performance Reduced Inventory Levels Reduced Planning Cycle Times

Modules Licensed
Supply Chain Planning: Advanced Supply Chain Planning Inventory Optimization Global Order Promising Demand Planning Supply Chain Intelligence
Return

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147

Forecast to Plan

Demo Script

Which demo scripts map to this flow?

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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148

Design to Release
Concept to Profitability
PD0628 PD1096 PD1160

Business Flow
PD1098

Develop Detailed Design


An Engineer puts together design information detailing the item and its characteristics..

Maintain Item Master


An Engineer creates an Engineering Item for others review & evaluation

Maintain Routings
An Engineer develops the processes to be used in manufacturing, including resources.
PD7140

Maintain Bills of Material


An Engineer creates a list of components to be used in manufacturing the item.

PD0647

PD0646

FM0522

Estimate Product Costs


The Cost Accountant develops a cost estimate using material and labor costs.

Manage Product Data Design


An Engineer releases the Item, BOM and Routing to Manufacturing

Manage Std Product Cost Definition


For purchased Items set Standard Costs For Assembly Items Rollup Item Costs

Assign Product To Inv / Shipping Org


Assign Product to Inventory & Shipping Organizations as part of new product intro

FM0520

Review Cost Information


Review and confirm standard costs and standard cost adjustments

PD1091

PD1288

PD1092

PD0634

PD1095

Request ECO

Develop ECO

Evaluate ECO

Manage Effectivity Date Control


Effectivity of new components can be defined as a function of calendar dates, or of obsolete component depletion.

Implement ECO

Any user can request that an Engineering Change Order (ECO) be used to control the evaluation process.

The Engineer creates an ECO and assigns a review/approval process.

Each Reviewer can see all Product (Item, Bill, Routing) data. Each Reviewer has the opportunity to approve or reject the ECO.

Approved ECOs are implemented according to effectivity dates

Enterprise Roles Forecast to Plan Plan to Schedule Schedule to Build (Discrete) Concept to Profitability Engineer Employee Cost Accountant

Flow Value Statement Demo Scripts

Oracle Business Models: Demo Scenarios

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149

Design to Release

Business Flow Value Statement

What does it cover?


Knowledge management Design collaboration Process integration Process improvement

Who is affected?
Manufacturing, Purchasing, Planning, Order Management, Service Engineering Marketing Customers Suppliers

Where is the ROI?


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

Modules Licensed
Product Lifecycle Management (Product Development, CADView 3D) Projects Sourcing Purchasing Intelligence

Oracle Business Models: Demo Scenarios

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150

Design to Release

Demo Script

Which demo scripts map to this flow?


Design to Release

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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151

Analyze to Agreement

Business Flow

PR0131

PR0135

PR0152

PR0139

KPI

Analyze Sourcing Requirements

KPI

Negotiate and Select Suppliers

Provide Specifications and RFQ


The process of providing specifications and requests for quotation to a supplier.

KPI

Manage Supplier Pricing

Identify strategic sourcing opportunities. Collect aggregate demand for specific sourcing requirements.

Select Suppliers to fulfill sourcing requirements.

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

PR0132

PR0136

PR0133

KPI

Evaluate and Award Negotiations

KPI

Develop Legal Terms & Conditions

Maintain Negotiated Supplier Contract/Agreement


Add, Modify or renew negotiated agreements as necessary. Agreements can be purchase orders, requisitions, blankets or contracts.

Requisition to Receipt Indirect Requisition to Receipt Direct

Collect and evaluate Responses to award the contract or agreement.

Develop business agreement between enterprise and Suppliers.

Enterprise Roles

Outside Roles Supplier

Flow Value Statement Demo Scripts

Purchasing Manager Buyer

Oracle Business Models: Demo Scenarios

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152

Analyze to Agreement

Business Flow Value Statement

What does it cover?


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

Who is affected?
Suppliers Buyers Planners Engineers Purchasing Managers

Where is the ROI?


Increased number of sourced items and use of contracts and agreements Reduced unit price Decrased sourcing cycles Reduced time to market

Modules Licensed
Sourcing Purchasing Purchasing Intelligence iSupplier Portal Exchange Marketplace

Oracle Business Models: Demo Scenarios

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153

Analyze to Agreement

Demo Script

Which demo scripts map to this flow?


1. 2. Sourcing - RFQ (High Level Integration Flow) Sourcing - Auctions (Detailed Sourcing Flow)

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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154

Budgets to Approval

Business Flow

FM5876

Import Budgets
FM0483 FM0487 FM0489 FM0491

KPI

Define Budget Strategy & Approach

Receive budget data from external system. KPI


FM5875

Maintain Budgets
KPI

Consolidate & Review Budgets

Approve Budgets
KPI Approve final budget and communicate to all departments and companies.

Prepare and record budgets by department/ organization.

Update/modify budgets.

Define & Generate Budget Allocations


Prepare and record budgets by department/ organization.

Consolidate budgets from all departments and companies. Review total budget.

Period End Close to Financial Reports

Enterprise Roles Financial Analyst

Flow Value Statement Demo Scripts

Director of Finance VP of Finance

Oracle Business Models: Demo Scenarios

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155

Budgets to Approval

Business Flow Value Statement

What does it cover?


Define budget strategy and approach Import budget details from external system or define and generate budget allocations Consolidate and approve budgets

Who is affected?
Financial Analyst VP of Finance Director of Finance

Where is the ROI?


Reduce time to create budgets Improve the tracking of detail budgets

Modules Licensed
Financials

Oracle Business Models: Demo Scenarios

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156

Budgets to Approval

Demo Script

Which demo scripts map to this flow?

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

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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
FM1948

Business Flow
FM1808 FM1045

Perform WIP Period Close


Activities required to close Workin Process and send transactions to GL.

Perform Process Mfg Period Close


Activities required to close Process Mfg and send transactions to GL.

Perform Inventory Period Close


Activities required to close Inventory and send transactions to GL.

FM1018

FM1913

FM1952

FM1914

FM1915

Perform Accounts Payable Period Close


Activities required to close Accts Payable and send transactions to GL.

Perform Purchasing Period Close


Activities required to close Purchasing and send transactions to GL.

Perform Projects Period Close


Activities required to close Projects and send transactions to GL.

Perform Fixed Assets Period Close


Activities required to close Fixed Assets and send transactions to GL.

Perform Accounts Receivable Period Close


Activities required to close Accts Receivable and send transactions to GL.

FM1042

Process Current Period Transactions


Activities required to close remaining subsystems and send transactions to GL.

FM0507

FM1118

FM0506

FM0510

Import Journal Entries


Import Journals from subledger systems.

Enter Journal Entries


Enter journals.

Define and Generate Recurring Journal Entries


Journals for recurring transactions are generated.

Process Reserves, Reversals & Suspense JEs


Reverse prior period accruals, clear suspense accounts, and generate reversing entries.
FM3209

FM1116

FM0494

Process Allocations & Periodic Entries


Journals for allocation transactions are processed.

Revalue Balances

Revalue foreign currency balances to recognize currency gain/loss.

FM0511

FM1121

FM1114

Post Journal Entries


Journals are posted in the General Ledger.

Reconcile Accounts

Adjust GL For Period Close


Process adjusting journal entries after preliminary review of balances.

Enter Elimination Entries


Creates elimination entries within a company.

Continued on next page

Reconcile all subledgers to general ledger.

Enterprise Roles Accountant

Oracle Business Models: Demo Scenarios

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Period End Close to Financial Reports 2/2

Business Flow

FM0493

FM0495

FM3225

FM3209

Continued from prior page

Translate Foreign Currency


Translate foreign currency balances to reporting currency.

Consolidate Sets of Books


Balances in child books are transferred to the consolidation book.

Post Consolidation Data


The journals are posted in the consolidation books.

Enter Elimination Entries


Creates elimination entries between companies.

FM0511

FM1917

FM1940

FM1941

Post Journal Entries


Posted elimination entries.

Close Period

Generate Internal Reports KPI


Internal financial reports are generated, distributed and reviewed.

Generate External Reports


External reports are generated and distributed.

Close the accounting period to prevent changes to final balances.

Enterprise Roles

Flow Value Statement Demo Scripts

Accountant Accounting Manager

Oracle Business Models: Demo Scenarios

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159

Period End Close to Financial Reports

Business Flow Value Statement

What does it cover?


Process transactions from subledgers Process recurring, reversal, reserve, suspense, allocation and elimination journals Consolidate multiple companies Internal and external reporting of financial results

Who is affected?
Accountant

Where is the ROI?


Reduce time associated with period end close Improve the accuracy of the financial results

Modules Licensed
Financials

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Period End Close to Financial Reports

Demo Script

Which demo scripts map to this flow?


Period End Close to Financial Reports

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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Proposal to Project Contract


Opportunity to Forecast to Management Rollup

Business Flow

PM5770

PM5773

PM5776

PM5779

Enter Proposal (Bid)


Analyze Requirements, estimate project plan & price to develop a proposal of work.

Approve Proposal (Bid)


Review and approve proposal.

Issue Proposal (Bid)


Submit Proposal to customer. Contract Agent tracks proposal.

Review Proposal M
Review proposal with customer.

PM5782

PM5785

PM5788

PM5791

PM5794

Accept Proposal (Bid)

Enter Project Contract


Create contract using proposal information or standard template. Adjust terms to match agreement with customer.

Approve Project Contract


Sales manager approves contract. Legal approves contract.

Issue Project Contract


Submit Contract to customer. Contract Agent tracks contract.

Sign Project Contract

Customer accepts the proposal.

Customer reviews, changes, and accepts contract.

PM5797

Maintain Project Contract


Update contract based on change requests from customer.

Plan to Project Budget Enterprise Roles Sales Representative Legal Council Outside Roles Contract Agent Sales Manager

Flow Value Statement Demo Scripts

Customer

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Proposal to Project Contract

Business Flow Value Statement

What does it cover?


Create, approve and issue proposal (bid) Create, approve and issue project contract

Who is affected?
Sales Representative Legal Council Contract Agent Sales Manager

Where is the ROI?


Streamline and shorten proposal cycle time Streamline and shorten project contract cycle time Reduce costs associated with maintaining project contract

Modules Licensed
Contracts

Oracle Business Models: Demo Scenarios

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163

Proposal to Project Contract

Demo Script

Which demo scripts map to this flow?


1. Projects - Proposal To Project Contract

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

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Plan to Project Budget


PM5803 PM5806 PM5809

Business Flow
PM5812

Proposal to Project Contract

Define Project Charter

Define Project Scope


Project manager creates a scope statement for the project.

Define Project Schedule


Project manager creates the project schedule, defines milestones and resource requirements.

Define Project Plan


Project manager creates the work plan for the project.

An organization defines their policies, procedures and requirements for all types of projects.

Import Project Plan?

YES

PM5800

Import Project Plan


PM5818 PM5819 PM5821

NO

Project manager imports project work plan from external system.


PM5815

Define Project Details


Project manager defines and sets up the project.

Define Project Charge Control

Define Contract Funding


Project manager updates the existing project with agreement and funding information.

Develop Project Template & Work Breakdown Structure


Project manager selects the appropriate project template and defines the work breakdown structure and customer information.

Project manager defines and sets up the project charge control on the project.

PM5824

PM5827

PM5830

Approve Project

Define Project Budget


Project manager creates the project budget and requests approval.

Manage Project Budget


Financial analyst approves final budget. Cost and Revenue estimates are determined.

Project to Staffing

Flow Value Statement Demo Scripts

The project is approved.

Enterprise Roles Project Manager Financial Analyst

Oracle Business Models: Demo Scenarios

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165

Plan to Project Budget

Business Flow Value Statement

What does it cover?


Define project charter, scope and schedule Import or build project plan Define project charge control and contract funding Define project budget

Who is affected?
Project Manager Financial Analyst

Where is the ROI?


Reduce project plan cycle time. Accurately record details and commitments of project reducing cost of project management turnover.

Modules Licensed
Projects

Oracle Business Models: Demo Scenarios

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166

Plan to Project Budget

Demo Script

Which demo scripts map to this flow?


Plan to Project Budget

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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Project to Staffing
PM5728 PM5734 PM5737

Change to Assign Resources Business Flow

PM5749

Plan to Project Budget

Create Staffing Requirement


Create staffing requirements for project.

Evaluate Resources

Assign Resources

Approve Resource Assignment


Resource Manager (supervisor of resource) approves resource 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.

PM5752

Commit 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

Oracle Business Models: Demo Scenarios

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168

Project to Staffing

Business Flow Value Statement

What does it cover?


Create staffing requirement Search and evaluate available resources Assign resources to projects Review project staffing plan

Who is affected?
Project Manager Staffing Analyst Employee (Resource) Resource Manager

Where is the ROI?


Reduce costs associated with matching resources to available projects Increase resource utilization Increase employee (resource) satisfaction with project assignments

Modules Licensed
Projects

Oracle Business Models: Demo Scenarios

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169

Project to Staffing

Demo Script

Which demo scripts map to this flow?


1. Projects - Project to Staffing

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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Project Execution to Invoice / Asset


PM5857 HR2122

Business Flow
PM5848

Project to Staffing Time Collection to Payroll Processing Expense Report to Invoice

Process Project Expenditures


Financial Analyst distributes charges to all projects.

Adjust Time After Transfer


The project manager makes all necessary time adjustments.

Manage Project Commitments


Create project related purchase requisitions and purchase orders.
PM5863

PM5851

PM5852

PM5859

PM5858

Manage Project Supplier Invoice Expenditures


Consultants purchase computer supplies to be used on the project. Supplier invoice is submitted to Payable.

Manage Project Inventory Expenditures


Project manager issues material out of inventory to be used on the project.

Process Cross Charges for Shared Resources


Project manager processes charges from consultants in other organizations.

Process Project Allocations


Project manager distributes administrative overhead allocation charges.

Manage Project Expenditure Adjustments


Project manager adjusts expenditure items prior to revenue recognition.

YES Billable Project ?

PM5866

PM5860

PM5869

Manage Project Revenue Recognition


KPI Generate draft revenue; adjust. Generate final revenue, account distributions and update funding balances.
PM5860

Generate Financial Transactions


Financial Analyst creates financial transactions for all projects.

KPI

Manage Project Invoices


Customer Invoice to Cash Analysis to Project Closure Receipt to Asset Analysis to Project Closure

NO

Initiate invoice generation process. Customer bills are calculated, funding balances are updated and invoices are sent to Receivables. YES
PM5864

Generate Financial Transactions


Financial Analyst creates financial transactions for all projects.

Capital Project ?

Manage Project Assets


Enterprise Roles Create and assign project assets. Generate asset lines to interface to Assets. Project Manager Financial Analyst Project Member

NO

Flow Value Statement Demo Scripts

Analysis to Project Closure

Oracle Business Models: Demo Scenarios

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171

Project Execution to Invoice / Asset

Business Flow Value Statement

What does it cover?


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

Who is affected?
Project Member Project Manager Financial Analyst

Where is the ROI?


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

Modules Licensed
Time and Labor Employee Projects

Oracle Business Models: Demo Scenarios

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172

Project Execution to Invoice / Asset

Demo Script

Which demo scripts map to this flow?


1. Project to Profit - Execution to Billing

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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Analysis to Project Closure

Business Flow

PM5833

PM5863

PM5839

PM5873

Project Execution to Invoice / Asset

Manage Project

Manage Project Expenditure Adjustments


Project manager makes all necessary expenditure item adjustments to the project prior to the period end close.

KPI

Review Project Performance

Close Project

Project manager analyzes budget to actual variances by project, task or resource.

Project performance information is gathered and disseminated. This includes status reporting, progress measurement and forecasting.

Project manager gathers and disseminates all pertinent project information prior to project completion. Project manager closes the project.

Flow Value Statement Demo Scripts

Enterprise Roles Project Manager

Oracle Business Models: Demo Scenarios

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174

Analysis to Project Closure

Business Flow Value Statement

What does it cover?


Manage project expenditures and adjustments Manage client deliverables Manage status reports, project milestones and forecasting Analyse project actual to budget

Who is affected?
Project Manager

Where is the ROI?


Improve project forecasts Reduce project cost overruns Improve client satisfaction

Modules Licensed
Projects

Oracle Business Models: Demo Scenarios

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175

Analysis to Project Closure

Demo Script

Which demo scripts map to this flow?

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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176

Insight to Campaign Plan (Page 1 of 2)


Opportunity to Forecast to Management Rollup Marketing Strategy to Market Share Concept to Release (Process) Analytics to Insight Concept to Profitability Customer Feedback to Intelligence Opportunity to Order Order Receipt to Intelligence

Business Flow

MK0737

MK7006

MK7008

MK7116

KPI

Measure Marketing Activity Results

Define Marketing Activity Plan

Define Marketing Activity Budget

Define Marketing Objective/Message


Determine campaign objective and message

Define results views Analyze results Determine program, medium and channel effectiveness

Process of developing plans for marketing and sales programs, campaigns and events.

Create and approve budget for a marketing activity: programs, campaign, or event.

MK7117

MK7004

MK7009

MK7011

MK0717

Define Marketing Medium


Determine which medium or channels for campaign

Define Audience Segments


Determine target segments based on results of Perform Analytics

Define Program
M Define the program: products, target audience, schedule, communications plan, channels, required collateral, responsibilities and resources, metrics, offers, campaigns and events.

Define Campaign

Manage Customer Lists

A
M

Define the campaign: products, segments, schedule, communications plan, channels, required collateral, responsibilities and resources, metrics, offers.

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

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Insight to Campaign Plan (Page 2 of 2)

Business Flow

MK7015

MK7118

MK0731

MK7120

MK7005

Manage Marketing Activity Budget

Create Campaign Metrics


Define metrics by which campaign results will be measured

Develop Marketing Collateral

Specify Cross Sell and Up Sell Products


Defining the business rules for up sell and cross sell products that may promoted with offer

Define Promotions
M Defining offers and promotions which apply to products based on marketing tactics.

Manage changes to budget and revenue and expense allocations to budget.

Process of defining, developing and delivering marketing and sales collateral.

Execute Campaign to Event Execute Campaign to Direct Mail & Advertising Execute Campaign to Telesales Execute Campaign to Web Execute Campaign to Email Concept to Profitability

Enterprise Roles

Flow Value Statement Demo Scripts

Marketing Manager VP of Marketing

Oracle Business Models: Demo Scenarios

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178

Insight to Campaign Plan

Business Flow Value Statement

What does it cover?


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

Who is affected?
Marketing Manager Marketers IT Departments CEO/CIO

Where is the ROI?


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

Modules Licensed
OM, AOM, Discoverer

Oracle Business Models: Demo Scenarios

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179

Insight to Campaign Plan

Demo Script

Which demo scripts map to this flow?

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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Execute Campaign to Telesales

Business Flow

MK7103

MK7127

SL7017

MK0731

Insight to Campaign Plan Concept to Profitability

Import Customer Data and Lists


Process of importing lists from multiple sources, selecting target records and loading records.

Generate Target List


Generate previously created list in order to execute a telesales campaign

Develop Sales Interaction Scripts

Develop Marketing Collateral


M

Process of developing scripts to be used for telesales and telemarketing campaigns.

Process of defining, developing and delivering marketing and sales collateral.

MK7155

MK0737

Load Leads

KPI Process of loading qualified leads and customer records from previous phases of current campaign or previous campaigns

Measure Marketing Activity Results

Inbound Call to Lead Concept to Profitability

Process of collecting, reporting and analyzing marketing activity results

Flow Value Statement Demo Scripts

Enterprise Roles Marketing Manager Database Marketing Manager

Oracle Business Models: Demo Scenarios

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181

Execute Campaign to Telesales

Business Flow Value Statement

What does it cover?


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)

Who is affected?
Marketing Manager Marketers IT Departments CEO/CIO Call Center Manager

Where is the ROI?


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 Cost Efficient Channel Usage

Modules Licensed
OMO, MI, AOMO, Advanced Inbound, Advanced Outbound, Scripting

Oracle Business Models: Demo Scenarios

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182

Execute Campaign to Telesales

Demo Script

Which demo scripts map to this flow?


1. 2. Create and Execute Inbound Telemarketing Campaign Prospect Identification to Lead Generation

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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183

Execute Campaign to Web

Business Flow

MK7141

MK7142

Insight to Campaign Plan Concept to Profitability

Create Web Content


Create content to be placed on Web

Create Personalized Product Recommendations M


Generate previously created list in order to execute a telesales campaign

MK7143

MK7144

Define Web Content Location

Create Web Placement

Define the placement for the Web Content created

Create placement for the Web Content created

MK7012

MK0737

Execute Campaign
KPI Customer receives marketing contact either email, direct, telesales, clicks on banner add or goes to Web site

Measure Marketing Activity Results

Concept to Profitability Registration to User Access Catalogue to Assembled Content Web Prospect to Shopping Cart

Assess Campaign results

Enterprise Roles

Flow Value Statement Demo Scripts

Marketing Manager Web Store Administrator

Oracle Business Models: Demo Scenarios

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184

Execute Campaign to Web

Business Flow Value Statement

What does it cover?


Execute Web Marketing Campaigns Set up / personalize Postings and Rules Analyze results

Who is affected?
Marketing Manager Marketers IT Departments CEO/CIO Web Manager

Where is the ROI?


Improve Campaign Efficiency / Marketing ROI Reduced cost per contact / cost to acquire Cost Efficient Channel Usage Improved customer retention Cost reduction from unassisted selling, customer cost of order errors, order abandonment

Modules Licensed
OMO, AOMO, Discoverer

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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185

Execute Campaign to Web

Demo Script

Which demo scripts map to this flow?


1. Customer Install Base Analysis to Cross-Sell/Up-Sell

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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186

Execute Campaign to Email

Business Flow

MK7129

MK7130

MK7127

MK7131

Insight to Campaign Plan Concept to Profitability

Create Email Trigger


Set conditions for initiating the email campaign

Create Email Content and Define Preferences


Create email content and define preferences

Generate Target List


Generate previously created list in order to execute a email campaign

Create and Execute Mail Merge


Create and Execute the mail merge to prepare emails for sending

MK7132

MK0737

MK7128

Send Email to Target List


KPI Execute email with offer URL or response instructions send to target list

Measure Marketing Activity Results

Pass Responses For Lead Qualification


Pass responses for qualification to Lead to Opportunity process Assess Campaign results

Lead to Opportunity Concept to Profitability

YES

NO Subsequent Campaign Trigger ? Enterprise Roles Marketing Manager Marketing Representative

Execute subsequent campaign based thresholds set by trigger then send email to target list

Flow Value Statement Demo Scripts

Oracle Business Models: Demo Scenarios

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187

Execute Campaign to Email

Business Flow Value Statement

What does it cover?


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

Who is affected?
Marketing Manager Marketers IT Departments CEO/CIO Call Center Manager

Where is the ROI?


Improve Campaign Efficiency / Marketing ROI Reduced cost per contact / cost to acquire Tight Budget Control Cost Efficient Channel Usage Improved customer retention

Modules Licensed
OM, AOM, Discoverer

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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188

Execute Campaign to Email

Demo Script

Which demo scripts map to this flow?


1. Prospect Import to Customer Acquisition

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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Execute Campaign to Event

Business Flow

MK7013

MK7122

MK7123

MK7124

Insight to Campaign Plan Concept to Profitability

Define Event
Define Event: Products, segment, schedule, location logistics, communications plan, required collateral, responsibilities and resources, metrics, offers.

Create Event Deliverables


Create Collateral and Deliverables for Event

Execute Event Offer


Communicate offer either email, direct, telesales, web, etc. to attract potential attendees to register for an event

Manage Event Registration


Capture prospect / customer information to register attendees for the event

MK7014

MK7125

MK7126

Execute Event
KPI Manage and perform the activities which roll out the event.

Analyze Event Results

Pass Registrants/ Attendees as Leads


Pass registrants / attendees to Lead to Opportunity process

Lead to Opportunity Concept to Profitability

Assess Event results

Enterprise Roles

Flow Value Statement Demo Scripts

Marketing Manager Marketing Representative

Oracle Business Models: Demo Scenarios

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190

Execute Campaign to Event

Business Flow Value Statement

What does it cover?


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

Who is affected?
Marketing Manager Marketers IT Departments

Where is the ROI?


Improve campaign efficiency, Marketing ROI Improved Budget Control / variance Cost Efficient Channel Usage Improved event response and order rate

Modules Licensed
OM, AOM, Discoverer

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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191

Execute Campaign to Event

Demo Script

Which demo scripts map to this flow?


1. Marketing Online - Event Logistics Management

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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Service Entitlement to Resolution


Service Request to Entitlement

Business Flow

CS7040

yes Identify Solution?

CS7035

KPI

Identify Potential Solution

Maintain Knowledge KPI Repository


Update Knowledge Base with information on the successful solution
CS7043

CS7047

no

Create Charge Order


Process Charges for Service (if no entitlement) Apply charges

KPI

Escalate Service Request

Escalate an open service request to a supervisor or a solution expert.

CS7044

KPI
OF1079

Resolve Service Request

Issue Returned Material Authorization


issue an RMA to authorize a customer request to return a product

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 Customer Invoice to Cash

Flow Value Statement Demo Scripts

Service Request to Exchange

Enterprise Roles Customer Service Representative Customer Service Manager

Oracle Business Models: Demo Scenarios

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193

Service Entitlement to Resolution

Business Flow Value Statement

What does it cover?


Service request interaction history Service request knowledge management Track problem resolution and escalate problems Initiate Return Material Authorizations Process charges for service

Who is affected?
Customer Customer Service Technical Service Consumer Complaints

Where is the ROI?


Increase customer retention Reduce cost of service by increasing customer service productivity Improve customer satisfaction Increase revenue from service

Modules Licensed
Teleservice Advanced Inbound (Option)

Oracle Business Models: Demo Scenarios

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194

Service Entitlement to Resolution

Demo Script

Which demo scripts map to this flow?

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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Asset to Maintenance Plan

Business Flow

AM7503

AM7506

AM7510

AM7504

Requirement to Asset

Identify Maintenance Strategy


Define requirements and frequency of use

Manage Asset Meters


Define meters, associate tasks, set-up suppression. Associate meters to activity

Create Planned PM
Generate list of tasks based on calendar and meter readings Generate work orders for scheduling based on maintenance policy

Execute Weekly PM Requirements


Execute weekly PM as required.

AM7511

AM7505

AM7512

Review Unplanned Requirements


Work order created to authorize work or task definition

Create PM Forecast

Create Maintenance Plan


Create list of planned work orders Constraints (resources, tools, items, equipment, shutdown, tag-out, etc) identified and actioned

Plan to Project Budget Forecast to Plan Maintenance Plan to Schedule

Create forecast for unplanned PM tasks

Enterprise Roles Maintenance Planner

Flow Value Statement Demo Scripts

Maintenance Employee

Oracle Business Models: Demo Scenarios

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196

Asset to Maintenance Plan

Business Flow Value Statement

What does it cover?


Creating a Preventive Maintenance Strategy Maximizing Resource Availability Optimizing Scheduling and Resource Efficiency Minimizing Rework Ensuring Regulatory Compliance Increasing Workplace Safety

Who is affected?
Maintenance Planner Maintenance Manager Maintenance Supervisor Maintenance Employee Inventory Planning Manager Outside Vendor Quality Manager

Where is the ROI?


Improve Productivity Improve Safety Increase Wrench Time Reduce Capital Decrease Surplus Stock Reduce Unit Costs Reduce Unplanned Downtime

Modules Licensed
Oracle Enterprise Asset Management Oracle Human Resources Oracle Projects Oracle Financials

Oracle Business Models: Demo Scenarios

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197

Asset to Maintenance Plan

Demo Script

Which demo scripts map to this flow?


1. Planned Maintenance Definition and Execution

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

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Requirement to Asset

Business Flow

AM7500

YES Capital Project? Concept to Release Plan to Project Budget Assets to Depreciation

KPI

Determine Asset Requirements

AM7501

Asset can be production or plant equipment, property, capital equipment, or capital program.

Create Asset
Receive, create, and/or instantiate the asset, including identification of ownership and costs.

NO Requisition to Receipt-Indirect Assets to Depreciation

AM7502

AM7503

Identify Asset Attributes


Add attributes and associations such as Fixed Asset, Production Asset, etc. Add asset to hierarchy Add attributes such as schedules, meters, etc.

Identify Maintenance Strategy


Determine maintenance and spares strategy. Confirm resource levels, training programs and budget management.

Asset to Maintenance Plan

Enterprise Roles Product Manager Facilities Manager Employee Maintenance Manager

Flow Value Statement Demo Scripts

Maintenance Supervisor

Oracle Business Models: Demo Scenarios

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199

Requirement to Asset

Business Flow Value Statement

What does it cover?


  Creating a Preventive Maintenance Strategy Maximizing Resource Availability Optimizing Scheduling and Resource Efficiency Minimizing Rework Ensuring Regulatory Compliance Increasing Workplace Safety

Who is affected?
Maintenance Planner Maintenance Manager Maintenance Supervisor Maintenance Employee Inventory Planning Manager Outside Vendor Quality Manager

Where is the ROI?


  Improve Productivity Improve Safety Increase Wrench Time Reduce Capital Decrease Surplus Stock Reduce Unit Costs Reduce Unplanned Downtime

Modules Licensed
Oracle Enterprise Asset Management Oracle Human Resources Oracle Projects Oracle Financials

Oracle Business Models: Demo Scenarios

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200

Requirement to Asset

Demo Script

Which demo scripts map to this flow?

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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Maintenance Plan to Schedule


Asset to Maintenance Plan Signal to Replenishment Assess to Progress Strategic Staffing to Hire Payroll to Payment Plan to Project Budget Schedule to Maintain

Business Flow

AM7513

AM7527

AM7515

AM7516

Determine Asset Availability


Review production orders, property usage/hours, shutdown/holidays etc. in order to determine asset availability.

Manage Work Request Process


Create a work request, approve the work request, and associate the work request to a work order.

Schedule and Resource Asset


Perform constraint based scheduling, what-if analysis, and adjustment of variables (overtime, contract labour, deferrals, etc.)

Create Maintenance Schedule


Schedule work orders, identify dependencies, and identify resources (People/ Equipment/ Parts)

Schedule to Maintain Signal to Replenishment Assess to Progress Strategic Staffing to Hire Payroll to Payment Plan to Project Budget

Enterprise Roles Maintenance Planner

Flow Value Statement Demo Scripts

Maintenance Supervisor

Oracle Business Models: Demo Scenarios

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Maintenance Plan to Schedule

Business Flow Value Statement

What does it cover?


Creating a Preventive Maintenance Strategy Maximizing Resource Availability Optimizing Scheduling and Resource Efficiency Minimizing Rework Ensuring Regulatory Compliance Increasing Workplace Safety

Who is affected?
Maintenance Planner Maintenance Manager Maintenance Supervisor Maintenance Employee Inventory Planning Manager Outside Vendor Quality Manager

Where is the ROI?


Improve Productivity Improve Safety Increase Wrench Time Reduce Capital Decrease Surplus Stock Reduce Unit Costs Reduce Unplanned Downtime

Modules Licensed
Oracle Enterprise Asset Management Oracle Human Resources Oracle Projects Oracle Financials

Oracle Business Models: Demo Scenarios

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203

Maintenance Plan to Schedule

Demo Script

Which demo scripts map to this flow?

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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204

Schedule to Maintain
Maintenance Plan to Schedule Assess to Progress Schedule to Build Maintain to Improvement
AM7517 AM7526

Business Flow

KPI

Manage Asset Tasks

AM7524

Manage Resources
Review availability of resources material resources, and parts

Issue Maintenance Work Order


Issue Maintenance work order

NO Work Performed Internally YES Subcontract to Pay

Review individual asset schedules and priorities.

HR1318

Manage Time and Attendance


Record actuals for payroll connectivity.
AM7518 AM7520

Execute Asset Tasks


Execute individual daily work schedule by department, skill, employee.

Manage Maintenance Records


Record the time taken, materials used, meter readings, inspection data, and project performance.
AM7519

Maintenance Plan to Schedule Maintain to Improvement Analysis to Project Closure Assets to Depreciation Time Collection to Payroll Processing

Manage Maintenance Work Order


Manage the operation and work order completions. Record time spent, meter readings, inspection data Handover uncompleted tasks

Enterprise Roles Maintenance Employee Maintenance Manager Maintenance Planner Maintenance Supervisor Quality Manager

Flow Value Statement Demo Scripts

Oracle Business Models: Demo Scenarios

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205

Schedule to Maintain

Business Flow Value Statement

What does it cover?


Creating a Preventive Maintenance Strategy Maximizing Resource Availability Optimizing Scheduling and Resource Efficiency Minimizing Rework Ensuring Regulatory Compliance Increasing Workplace Safety

Who is affected?
Maintenance Planner Maintenance Manager Maintenance Supervisor Maintenance Employee Inventory Planning Manager Outside Vendor Quality Manager

Where is the ROI?


Improve Productivity Improve Safety Increase Wrench Time Reduce Capital Decrease Surplus Stock Reduce Unit Costs Reduce Unplanned Downtime

Modules Licensed
Oracle Enterprise Asset Management Oracle Human Resources Oracle Projects Oracle Financials

Oracle Business Models: Demo Scenarios

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206

Schedule to Maintain

Demo Script

Which demo scripts map to this flow?

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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207

Maintain to Improvement

Business Flow

AM7520

AM7521

AM7522

AM7523

Schedule to Maintain

Manage Maintenance Records


Record the time taken, materials used, meter readings, inspection data, and project performance.

KPI Review the production outputs, sales results, service requests, tenancy records, etc..

Review Business Records

Review Asset Performance


Determine asset performance history, RCM/Trend analysis, predictive analysis, KPIs, etc..

Develop Enhanced Maintenance Strategy


Develop business and process improvement around areas such as PM tasks, stock levels, training plans, etc..

Schedule to Maintain

Enterprise Roles

Director of Manufacturing Maintenance Planner Production Supervisor Maintenance Manager Financial Analyst Inventory Control Manager Maintenance Supervisor

Flow Value Statement Demo Scripts

Quality Manager

Oracle Business Models: Demo Scenarios

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208

Maintain to Improvement

Business Flow Value Statement

What does it cover?


Creating a Preventive Maintenance Strategy Maximizing Resource Availability Optimizing Scheduling and Resource Efficiency Minimizing Rework Ensuring Regulatory Compliance Increasing Workplace Safety

Who is affected?
Maintenance Planner Maintenance Manager Maintenance Supervisor Maintenance Employee Inventory Planning Manager Outside Vendor Quality Manager

Where is the ROI?


Improve Productivity Improve Safety Increase Wrench Time Reduce Capital Decrease Surplus Stock Reduce Unit Costs Reduce Unplanned Downtime

Modules Licensed
Oracle Enterprise Asset Management Oracle Human Resources Oracle Projects Oracle Financials

Oracle Business Models: Demo Scenarios

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209

Maintain to Improvement Maintain to Improvement Which demo scripts map to this flow? Maintain to Improvement

Demo Script

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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210

Subcontract to Pay

Business Flow

Schedule to Maintain Schedule to Build Assets to Depreciation

AM7525

AM7520

Perform Collaborative Maintenance


Use electronic notifications, online access to Purchase Orders, Work Orders, and attachments. Perform asset data entry. Complete invoice and payment tracking.

Manage Maintenance Records


Record the time taken, materials used, meter readings, inspection data, and project performance.

Requisition to Receipt-Indirect

External Roles Outside Vendor

Enterprise Roles Maintenance Manager Maintenance Planner Maintenance Supervisor

Flow Value Statement Demo Scripts

Quality Manager

Oracle Business Models: Demo Scenarios

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211

Subcontract to Pay

Business Flow Value Statement

What does it cover?


Creating a Preventive Maintenance Strategy Maximizing Resource Availability Optimizing Scheduling and Resource Efficiency Minimizing Rework Ensuring Regulatory Compliance Increasing Workplace Safety

Who is affected?
Maintenance Planner Maintenance Manager Maintenance Supervisor Maintenance Employee Inventory Planning Manager Outside Vendor Quality Manager

Where is the ROI?


Improve Productivity Improve Safety Increase Wrench Time Reduce Capital Decrease Surplus Stock Reduce Unit Costs Reduce Unplanned Downtime

Modules Licensed
Oracle Enterprise Asset Management Oracle Human Resources Oracle Projects Oracle Financials

Oracle Business Models: Demo Scenarios

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212

Subcontract to Pay

Demo Script

Which demo scripts map to this flow?

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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213

Strategy to Change
Influencing Factors
HR0189 HR0249

Business Flow
Prepare the Changes
HR0223 HR0221

Develop Staffing Strategy


(De) Mergers Acquisitions Layoffs Policy Change Budget Periodic Review

Manage External Events


Union Legislation Market Forces

Optimize Organization
Jobs Positions Reporting Relationships Organization Hierarchies

Define Organizational Competence Reqt


Competence framework Requirements

Identify Resources
see Hire to Retire Flow

Implement the Changes

HR1259

HR1232

Manage Organizational Events


Deploy Promote See Employment life cycle flow

Recruit to hire
See Recruit to hire flow

Manage Worker Termination


Terminate reason End Benefits

Vision Corporation HR Specialist HR Administrator HR Director Employee

Flow Value Statement Demo Scripts

Line Manager

Oracle Business Models: Demo Scenarios

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214

Strategy to Change

Business Flow Value Statement

What does it cover?


Manages organizational structure change Ability to hold Multiple Organisational structures past and present Drag and drop re-organisations Graphical representation of Hierarchies and Structures Change consistently across all applications throughout the Organisation Used for all authorisation processes iProcurement, iexpenses etc.

Who is affected?
HR and Payroll Finance Employees Line managers

Modules Licensed
Core HR + Self-service HR intelligence

Where is the ROI?


Single Administrative point for Organisational structures across all e-HR Applications Lower cost of ownership

Oracle Business Models: Demo Scenarios

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215

Strategy to Change

Demo Script

Which demo scripts map to this flow?

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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216

Recruit to Hire
Staffing Strategy
HR0191 HR1310

Business Flow
Recruitment Campaign
HR1221 HR1248 HR1222

Determine Staffing Requirement


Organizational Changes Leavers Plan Staffing

Administer HR Budgets
Identify funding Identify headcount

Initial Job Requisition


Establish Vacancies Create Jobs/positions Assign competencies Obtain Approvals

Define Recruitment Strategy


Website Job Boards Agencies Adverts Job Fairs

Publicize Openings
Create Vacancies Assign Salary Assign Benefits Post Vacancies

Collect Candidates
HR0198

Applicant Management
HR0195 HR0196 HR0198

Enter and Track Applicants


WEB applications Prior Applicants Agency referrals Internal applicants

Match Applicant to Opening


Background checks Skills and Competencies Qualifications Identify Applicants

Manage Applicant Assessments


Interviews Medicals Psychometrics References

Enter and Track Applicants


Applicant Status Letters Reminders

HR0197

Vision Corporation

Manage Offer Process


Mass updates Retain on file Reject Letters

Applicant HR Specialist HR Administrator Line Manager

Offers and Contracts

Place Workers

Recruitment Analytics
HR1250

HR Director Employee

HR0197

HR1225

HR0192

Manage Offer Process


Offer letter Acceptance

Establish New Worker

Manage New Worker

Evaluate Recruitment Activity


Measure effectiveness

Payroll Clerk Payroll Manager

Flow Value Statement Demo Scripts

Terms and conditions Document Generation 3rd party notifications

x Employment lifecycle

Oracle Business Models: Demo Scenarios

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217

Recruit to Hire

Business Flow Value Statement

What does it cover?


Development of staffing strategy through Organisational and competency based knowledge Building a Talent Pool Identifying and Managing Applicants into Vacancies Integrated, workflow Management of the Collaborative Community (Managers, Resourcing Professionals & Candidates)

Who is affected?
HR/recruitment External agencies Line managers Employees and applicants

Where is the ROI?


Low ratio Recruiters to Staff Lower Agency and sourcing costs Better placement of new Staff (Lower attrition)

Modules Licensed
Core HR & HRMSi & SS I-Recruitment

Oracle Business Models: Demo Scenarios

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218

Recruit to Hire

Demo Script

Which demo scripts map to this flow?


1. Recruit to Hire

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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219

Hire to Retire
Establish Workers
HR1225 HR1225

Business Flow
Benefits
Capture Personal Details
Addresses Phone numbers Contacts Dependants Visa Equal Opportunities
HR0253 HR1223

Establish New Worker


Employee Number Security and Access Notifications Mandatory training

Deploy Workers
Organisation Grade/Step Job/Position Location Salary.

Maintain Employee Payroll Data


Taxation Legislation Social Legislation Bank Details Payroll related data Pay employee

HR1253

HR1271

Record Worker Data


Qualifications Education Competencies Work Preferences

Manage Benefits Enrolment


Grant Benefits Payroll Adjustments Benefit Providers Flexible Choice

Change in Circumstances
HR0207 HR1311 HR1259 HR0249

Administer Life Event Changes


Personal Information Professional Information Life Events Payroll Changes

Manage Employee Performance


Appraisal Assess Performance Assess Competence Training Promotion

Manage Organisation Events


Mergers Acquisitions Layoffs Policy, Budget

Manage External Events


Government Unions Taxation Market Forces

Vision Corporation HR Specialist HR Administrator

Implement Employment Changes


HR0226 HR0204 HR1232

Line Manager

Manage Career Activities


Change Details Promote Transfer Grade Step

Maintain Benefits Plan


Salary Bonus Benefits Payroll Changes Taxation

Manage Worker Termination


Suspend Terminate Retrieve Assets End Benefits Pay Employee

HR Director Employee Payroll Clerk Payroll Manager

Flow Value Statement Demo Scripts

Oracle Business Models: Demo Scenarios

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220

Hire to Retire

Business Flow Value Statement

What does it cover?


Employment lifecycle Transactional end to end employment and life changes Hire to Retire Corporate and Management Governance (Information) HR Administrative Data e-HR - Single point of information Basis for Transformation

Who is affected?
HR and Payroll Employees Managers Board members

Modules Licensed
Core HR & Self Service

Where is the ROI?


HR Admin : Staff Ratios 1:150 Data Accuracy Strategic decisions Ease of Integration

Oracle Business Models: Demo Scenarios

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221

Hire to Retire

Demo Script

Which demo scripts map to this flow?

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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222

Compensate to Compete 1 of 2
Define Benefits Policy
HR0203

Business Flow
Enrol Employees

Define Benefits Structure


Programs Plans Options

HR1229

HR1271

HR1233

HR0203

HR1271

Price Job and Pay Structures


Age Other Criteria Fast Formula Rules Length of Service

Manage Benefits Enrolment


Notify Employee Set Dates

Manage Work and Life Events


Birth Marriage Divorces Death

Maintain Benefit Plan


Premiums Rates Coverage Flexible Coverage

Manage Benefit Enrolment


Standard Benefits Or Flexible Benefits Change Choices Benefits Service Centre Self Service

Process Benefits
HR0209

Manage Leaves and Absences


Absence control Paid Time-off Accruals

HR1223

HR1321

Maintain Employee Payroll Data


Auto Deductions & Earnings

Administer 3rd Party Vendor Relationships


Employees enrolled Premiums Car Leases Others

Vision Corporation HR Specialist HR Administrator

Compensation Planning
HR0201

Administer Compensation
HR3241

Line Manager HR Director

Perform Compensation Planning


Salary bonus, allowances Grade Structures Min-Max Comp Rates Budgets

Manage Total Compensation


Mass Changes Individual Changes Calculation Factors Devolved Responsibility

Continued on Page 2

Employee Payroll Clerk Payroll Manager

Oracle Business Models: Demo Scenarios

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223

Compensate to Compete (2 of 2)
Define Compensation Planning
HR1270 HR0201

Business Flow
Commence Employment Administer Employment
HR1225 HR1321

Return to Page 1

Perform Compensation Surveys


External survey HR Intelligence Market Positioning

Perform Compensation Planning


Benefits Cars, Health Regular Salary,Rates Irregular Bonus, stock

Establish New Worker


Benefits Enrolment Salary/rate allocation Commission plan

Administer 3rd Party Vendor Relationships


Insurance providers Stocks providers Others

HR3241

Manage Total Compensation

Compensation Events
HR0207 HR0204

Administer Life Event Changes


Life Events Salary/rate increments Bonus/stocks award

Maintain Benefits Plan

Payroll Bureau Time sheets

Alter Benefits selections Salary budget distribution Bonus/stock allocation

Vision Corporation HR Specialist HR Administrator

Terminate Employment
HR1232

Evaluate Benefits Policy


HR0245

Line Manager HR Director Employee Payroll Clerk

Manage Worker Termination


Finalize Benefits Final s alary adjustments Pay in lieu of notice Outstanding payments Post termination payment

Define HR Policies

Flow Value Statement Demo Scripts

Measure retention Analyse recruitment effectiveness See separate flows

Payroll Manager

Oracle Business Models: Demo Scenarios

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224

Compensate to Compete

Business Flow Value Statement

What does it cover?


Total compensation process Definition and Management of any Standard Benefits (Core HR) Set up of Flexible Benefits (OAB) Enrolment and elections Cafeteria style Self-Service Benefits Benefits Service Centre Linkage to and Management of Assets Integration Out of the Box Benefits supplier extract facility

Who is affected?
Comp & Ben manager Employee Manager

Modules Licensed
Core HR + Self-Service OAB

Where is the ROI?


Reduce cost of Flex by 60% Reduce absence and attrition Greater value from Benefits Strategic purchasing of Benefits
Oracle Business Models: Demo Scenarios

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225

Compensate to Compete

Demo Script

Which demo scripts map to this flow?

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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226

Administer to Pay
Capture Compensation Changes
HR1223 HR0089

Business Flow
Capture Payroll Changes
HR1223 HR0088

Collect Temporary Data


HR2108 SL0789

Maintain Employee Payroll Data


Self Service Name, Address Bank Details Benefit Elections

Manage Compensation Awards


Self Service Salary Awards Bonus Distribution Stock Options

Maintain Employee Payroll Data


New Starter Indicative Data Additional Earnings Additional Deductions

Manage Employee Legislative Payroll Data


Country Specific Legislative Data Flags and Indicators Rates and Bands EDI

Enter Time
Self Service Clocks Timekeeper Bulk entry

Calculate Commission
Sales Plans Commission plans

Retro Pay
HR1224

Process Payroll
HR1319 HR3234

Payroll Bureau
Validate and Reconcile Payroll
Catch errors Correct errors early
HR1319

Process Tax Year End


HR1245

Make Retro Active Changes


Back Pay Compensation Flexible Benefits

Perform Payroll Calculation


On-Line Batch Continuous Calc. Net to Gross Legislative

Perform Payroll Calculation


Third Party Payroll Check Results Payments

Manage Quarter and Year End Process


EDI Tax Codes Update Employee

Disburse Pay
HR1216 HR3234

Post Costs
HR3235

Vision Corporation HR Specialist HR Administrator Line Manager Employee

Perform on Demand Check Process

HR1242

Manage Payment Distribution


Pre Payments Cheque EFT Cash

Validate and Reconcile Payroll


On-line payslip Statutory reports Payroll Summary Reconciliation Audit Trails

HR1240

Manage Wage Attachments


Charity Donations Court Orders

Perform Payroll Costing


Standard process to Transfer to GL

Payroll Clerk Payroll Manager

Flow Value Statement Demo Scripts

Oracle Business Models: Demo Scenarios

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227

Administer to Pay

Business Flow Value Statement

What does it cover?


Accurate, on-time Payment of Workers
Full Time, Part Time, Contractors, Pensioners, Occasionals

Who is affected?
HR department Payroll Employees Line managers

Flexible Rule-basis for any type of Calculation Retropay, continuous calculation, net to gross, proration, advance pay Same centre of data with HR Insource or Outsource options Full statutory support

Modules Licensed
Payroll Time & Labour, HR, OAB, Financials, Expenses

Where is the ROI?


Reduce Ratio of Admin: Worker Reduce peaks & troughs Enhance flow of data HR Payroll Key integration with HR
Oracle Business Models: Demo Scenarios

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228

Administer to Pay

Demo Script

Which demo scripts map to this flow?

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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229

Assign to Schedule
Project resource Management
PM5734 PM5752

Business Flow
Assign people to work schedule
HR2102 HR2103 HR2105

Evaluate Resource
Team schedule Competencies

Commit Resource
Notify Team Member Units

Define Time Entry Parameters


Compensation Plans Eligibility Absence Types Accrual Rules Entitlements

Define and maintain schedules and shifts


Shifts Work Patterns

Manage Worker Time Entry Parameters


Place person on Work Schedule

Vision Corporation

Record Time
HR2108

Auto
Validate Requests
Leave Balance

Auto

HR Specialist
HR2108 HR2115

Enter Time
Holiday Sick Sabbatical Project and task Approve

Adjust Time Entered


Individual Timekeeper Checking Batch Data Entry Adjustments, Requests

Approve Time Entered


Mass Approval

HR Administrator Line Manager Employee Payroll Clerk Payroll Manager Accounting

Process Time
HR1318

Process Costs/Charges
Auto
HR3233 HR1319 PM5857 PM5860

Manage Time and Attendance


Overtime Trend Costs of Scheduled Unscheduled absence

Post to Payroll

Perform Payroll Calculation


Gross up Taxation Payments

Process Project Expenditures


Billing Costing Utilisation
PM5869

Generate Financial Transactions

Rostering Reconciliation events Time Calculations Update time balances

Manage Project Invoices

Flow Value Statement Demo Scripts

Oracle Business Models: Demo Scenarios

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230

Assign to Schedule

Business Flow Value Statement

What does it cover?


Single Self-service and entry and record of time for the whole enterprise Entry of Time for: Financial Management Client / Customer Billing Payment to Workers Expenses Time policies, work schedules & shifts

Who is affected?
HR and Payroll Project Managers Employees Line Managers

Modules Licensed Where is the ROI?


Better efficiency & customer satisfaction Decrease Admin to Staff ratio Accurate recovery of time Manager productivity (Authorisations) Time & Labour Payroll, Projects, Financials,

Oracle Business Models: Demo Scenarios

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231

Assign to Schedule

Demo Script

Which demo scripts map to this flow?

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

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232

Demand to Build Discrete


Master Scheduling
PF0006 PF1153

Business Flow
Manufacturing Scheduling
PF1757 PF1154 PF1161 OP1164

Review Orders

Generate MPS

Manage Production Plan


*Manufacturing Scheduling gives graphical results *Quick and accurate *Review the entire manufacturing operation

Generate MRP

Release Production Schedule

Schedule Shop Floor


Analyze Shop Floor Schedule Adjust Shop Floor Schedule Simulate Shop Floor Plan Implement Revised Shop Floor Plan

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

* Run MRP

*Mobile Manufacturing *Forms *Scheduling Workbench

Manufacturing Execution
OP0679 OP0685 OP1210

Issue Work Order for Manufacture


The Plant Manager issues Work Orders to shop floor for manufacture Review constrained plan

Issue Material to Work Orders


Pick material and issue to work order for assembly

Execute & Record Operations Activity


Plant personnel manufacture/ assemble, and record manufacturing operations Request Kanban replenishments

Outside Operations Reqd?

Outside Processing
OP1949

Manufacturing Execution
OP1167 OP1211 OP1710

Execute & Record Outside Operation Activity


*Enter Quality Data *Change Capacity *Change Promise Date

Record Completions

Move Completed Assemblies to Stock


Move completed assemblies to stock for future use

Complete Production Order

Enterprise Roles Demand Planner Planner Shop Floor Manager

Flow Value Statement Demo Scripts

Plant personnel complete and record discrete job work orders. Record lot, serial information

*Import Quality Data *Approve Schedule Changes *Review changes in capacity

Inventory Control Manager Document Control Clerk Quality Manager

Oracle Business Models: Demo Scenarios

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233

Demand to Build Discrete

Business Flow Value Statement

What does it cover?

Who is affected?

Where is the ROI?

Modules Licensed

Oracle Business Models: Demo Scenarios

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234

Demand to Build Discrete

Demo Script

Which demo scripts map to this flow?


Demand to Build

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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235

Production Planning - Discrete


Forecasting and Demand Management

Business Flow

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., )

The Planner coordinates review & approval by appropriate parties.

The Planner releases the forecast & communicates it to appropriate Company parties.

Consume forecast with sales orders.

Review Mfgs ability to meet forecast production requirements thru use of RCCP capabilities.

Production Planning

Capacity Planning

Revise MPS as required to meet Customer Order requirements.

Run MRP to identify adequacy of inventory, purchase requirements.

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

Flow Value Statement Demo Scripts

Material Manager

Oracle Business Models: Demo Scenarios

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236

Production Planning - Discrete

Business Flow Value Statement

What does it cover?

Who is affected?

Where is the ROI?

Modules Licensed

Oracle Business Models: Demo Scenarios

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237

Production Planning - Discrete

Demo Script

Which demo scripts map to this flow?

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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238

Requisition to Pay - Discrete


Supplier Management Requisitions

Business Flow
Purchase Orders
Roles
Purchase Agent Purchase Manager

Enter and Manage Supplier Information

Manage and review automatically or manually created requisitions for completeness, approvals, etc.

Select Suppliers for requisitions

The buyer creates a purchase order for the selected supplier.

Receiving Clerk

Accounts Payable Clerk

Approvals

Receiving and Inspection

Payables Manager Requisitioner Inventory Clerk


Inspector

The purchase manager approves the purchase order. The purchase order is sent to the supplier.

Accept or reject materials at the receiving dock.

Receive materials from suppliers, either into inventory or into an inspection area.

If required, inspect material before moving to inventory.

Quality Management

Inventory Management

Supplier Invoices

Accounts Payable

If Material fails inspection, impound material.

Manage the disposition of impounded material.

Move the material to the warehouse.

The AP clerk matches the invoice against the PO and/or receipt. The invoice is approved for payment.

The invoice is approved by the payables manager. The payment is sent to the supplier.

Flow Value Statement Demo Scripts

Oracle Business Models: Demo Scenarios

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239

Requisition to Pay - Discrete

Business Flow Value Statement

What does it cover?

Who is affected?

Where is the ROI?

Modules Licensed

Oracle Business Models: Demo Scenarios

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240

Requisition to Pay - Discrete

Demo Script

Which demo scripts map to this flow?

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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241

Problem to Prevention
Work Request/ Event generation
AM7519 AM7510 AM7527

Business Flow
AUTO Manage Work Request Process

Planning
AM7512

Vision Corporation Asset Owner Maintenance/Planning Work Resource Management AUTO = Workflow Managed

Manage Maintenance Work Order Location, Asset ID Owner Action/Activity Current Work Alert Condition Based Alert

Create Planned PM Work Order Types, Owners, Locations, BOMs, Standards, Copies, Asset, Components PMs Pre-plans

Create Maintenance Plan Task level planning Dependent Steps

Scheduling
AM7514

Managing Schedules and Forecasts


AM7518

Update Schedules
AM7519

Close out
AM0085

Determine Material Demand Components PO details Item status Location Services & Rentals Receipt

Execute Asset Tasks Workbench Filters for Folders Forecasted PMs Available Resources WO Generation

Iterative

Manage Maintenace Work Order Time Entry, RCM Data Meter Readings Inspection Data/Notes Component/Position

Close Work Order Work Complete

Analyse Asset Performance


AM7515 AM7516 AM7517 OBM ID# AM7522

Schedule & Resource Asset Individuals, Teams

Create Maintenance Schedule Assigned Owner Crew, Craft & Skill Search/Selection Duration Contractors

Manage Asset Tasks Asset Schedule/Availability Capacity Performance Work Impact on Production Future Work Budget Impact

Asset History

Review Asset Performance Design Capacity Actual performance RCM Analysis Predictive maintenance

Flow Value Statement Demo Scripts

Cost History Work History Event Tracking Movement Tracking

Oracle Business Models: Demo Scenarios

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242

Problem to Prevention

Business Flow Value Statement

What does it cover?

Who is affected?

Where is the ROI?

Modules Licensed

Oracle Business Models: Demo Scenarios

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243

Problem to Prevention

Demo Script

Which demo scripts map to this flow?

Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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Property Creation to Lease Operation


Lease Administration
RE2202 RE2214

Business Flow
Space Management
RE2203 RE2226

Site acquisition Create properties Regions, locations Land Building

Lease Abstraction Create leases Locations, contacts, insurance, options, rights, obligations

Site Identification Reports allow to identify unoccupied spaces

Assign space Empty office is assigned to an employee

Calculate Payments
RE2219 PR1022

Generate Financial Accounting

Calculate Landlord payments Prepare payments Use lease events Planned payments can be rejected

Issue Supplier Payments Transfer to AP Generate payment

FM1118

FM1940

Enter Journals Accounting for lease expenses and payments

Generate Internal Reports Validate employee cost allocation Validate rent expense

Lease Administration

RE0087

RE2218

RE0084

Vision Corporation

Renew/Amend Lease Lease renewal option must be exercised

Calculate lease Amend lease Change rent Change end date

Generate new lease Amended lease is automatically generated

Property Administrator Lease Administrator

Flow Value Statement Demo Scripts

Oracle Business Models: Demo Scenarios

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Property Creation to Lease Operation

Business Flow Value Statement

What does it cover? Create properties (land, building, spaces) Define properties (equipments, services) Assign employee to an office Define third parties role (landlord, tenant) Create lease for a property Define lease milestones Generate payments at milestones

Who is affected? Employees Cost centre managers Accounts Payables clerks Real estate Manager CFO

Where is the ROI? Improved cost monitoring Improve space management Reduction of admin workload

Modules Licensed Property Manager Accounts Payables General Ledger

Oracle Business Models: Demo Scenarios

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Property Creation to Lease Operation

Demo Script

Which demo scripts map to this flow?


1. Asset to Property Lifecycle - Property Creation to Lease Operation

Key Data
Org = Vision Operations User = OPERATIONS Responsibilities = Property Manager, Vision Operations (USA) Payables, Vision Operations (USA) General Ledger, Vision Operations (USA)

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

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Demand To Build - Process


P/MPS
PF0006 PF1771

Business Flow
P/MRP
PF1757 PF1764

Production Execution
PF1763 OP1778

Review Orders

Generate MPS

Manage Production Plan

Generate MRP

Release Production Schedule

Schedule Shop Floor

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

*MRP Schedules will provide material call off as production batches *Quick and accurate *Review the entire manufacturing operation

*Mobile Productiuon *Forms *Production Workbench

Operation Control Processes


OP1780 OP1776 OP1778

Create Production Orders


Create and maintain production orders directly, via the MRP Action Messages or via conversion from a Firm Planned Order. Refer to Identify Shortages procedure.

Allocate Material
The process of allocating raw material and packaging material to production (for the non automatically allocated materials).

Record Consumption of Component Material


Complete the Batch Input form to declare the consumption of the various materials, not auto released or backflushed.

OP1781

Enterprise Roles Demand Planner Planner Shop Floor Manager

Record Material Production


Record the finished goods produced on the Batch Output or Partial Certification form. Assignment of a lot/sublot if relevant. Report continuous flow production with incremental backflushing.

Inventory Control Manager Document Control Clerk Quality Manager

Quality
OP1834 PD1794 OP1835

Operation Control Processes


MM1816 OP1785 OP1770

Create Quality Samples


Create samples to be tested by the Quality Department.

Report Quality Results


Manage products which have successfully passed the Quality tests and report the test results.

Maintain Quality Review Results


Enter results against a sample and its specifications.

Put Away Material


Return to the storage area materials which have not been used during the process.

Record Resource Usage


If POC is used, record all resources used (machine + labor) during production.

Complete Production Order


Certify and close a production order. Reference variance calculations to MAC (say what the close represents).

Flow Value Statement Demo Scripts

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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248

Demand To Build - Process

Business Flow Value Statement

What does it cover?

Who is affected?

Where is the ROI?

Modules Licensed

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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249

Demand To Build - Process

Demo Script

Which demo scripts map to this flow?


1. Demand to Build - Process Manufacturing

Key Data

Script Combinations

What Instance Can I use?

11i8

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

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