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Oracle Release 12 Update: Order Management

Kevin DeMartelaere

Oracle Principal Solutions Consultant

January 17th, 2008


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Copyright 207, Oracle. All rights reserved.

Oracle & Google Confidential

R12 Agenda

R12 Benefits: Oracle eBusiness Suite

R12 Order Management: New Features

R12 Order Management: Integration Points / New Features

Advanced Pricing

Configurator

Information Portal

Receivables

Sales & Service Contracts

Install Base


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R12Whats New:All EBS Applications

User Interface

Multi Organization Access Control Centralized Tax Engine

Centralized Payment Engine

Customer and Supplier now 1 Schema

Process and Discrete Inventory now 1 Schema Subledger Accounting

XML Published Documents

Personalization


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New Look Login


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New Look Forms


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New Forms Replacements


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New Designs html


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R12 Global Financial Management

Increase the efficiency of shared services and single database operations

with streamlined processing, reporting, and access across operating units

Single

Global

Database

Shared

Service

Center

Org 3Org 2Org 1

Examples: Payables, Purchasing, Collections, HR

DriveShared

Services

with R12

FinancialManagement

Initiatives


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Single Responsibility

Holland

Legal Entity

Denmark

Legal Entity

Belgium

Legal Entity

BelgiumOperating Unit

HollandOperating Unit

DenmarkOperating Unit

Perform multiple

tasks across

operating units (OUs)

without changing

responsibilities

Define and manage OUs from a central location View and manage customers across OUs Enter and pay invoices across OUs Receive goods across any OU Negotiate with suppliers for your enterprise, not just your OU

For Example:

R12 Global Financial Mgmt:Multi-Org AccessIncrease the efficiency of shared services and single database operations

with streamlined ACCESS, processing, and reporting across operating units


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Single subledger

transaction (e.g.

invoice, payment)

can create multiple

accounting entries

Ensure both corporatevisibility and localcompliance by automaticallycreating accounting for alllegal entities

Simplify inter-accountreconciliation for keybusiness flows suchas procure-to-pay ororder-to-cash

Streamline reporting andinquiries by leveraging a

common and consistentdata model across allsubledger applications

R12 Global Financial MgmtSubledger AcctgIncrease the efficiency of shared services and single database operations

with streamlined access, PROCESSING, and reporting across operating units

Ledger B

French GAAP/IASPlan ComptableFrench Calendar

EUR

Ledger A

US GAAPUS COAUS Calendar

USD

Subledger

Transaction

Dr Cr


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R12XML for All Business Documents


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Multi-Organization Access Control

Enhanced Inventory Reservations (Acceptable Quality, Fair Share, POs,Work Orders, Other Supply)

Customer Acceptance, Deferred Revenue and Costing

Order Information Portal Enhancement

Order Field Credit Card Security Code and Encryption

Mass Scheduling Background Program Scheduling ATO Items without BOM (Outsource Mfg)

Workflow Resubmission Exception Enhancement

Customer Credit Check across Operating Units

Enhanced Header Attribute Cascading

Centralized eTax & Payment Engine

Miscellaneous Shipments for Legacy Systems

Telco Payment Due w/Order & Billing / Recurring Charges Support

Process Inventory Convergence

R12 Order Mgmt / Shipping ExecutionNew Features


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R12 OM Order Information Portal

A way for customer to let you know theyve acceptedthe goods and services you have sold them.

A way to defer invoicing and/or revenue recognitionuntil the customer accepts Determine when Acceptance is required

View/update Acceptance attributes on order line Record Acceptance/Rejection (from Header or Line)

View Acceptance details on order line

Defer Invoicing/Revenue Recognition

Supports multiple item types Standard, Service, ATO /PTO Model, Kit


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Field Service,

Depot Repair

iStoreAdvanced

Planning

Purchasing,

Receiving

MFG/WIP

Project Mfg

Service

Contracts

Order Management EBS Integration

Order

ManagementCredit

Check

Pick, Pack

& ShipTrack &

Deliver

Invoice,

Credit

Memo

ATP / GTP

Schedule

Con-

figure

Price,

Margin

Check

TeleSales

Quoting,

Sales Contracts

Install Base,

TeleService

DemantraInventory,

Costing

Trade

Management

eTax, Payment

Engines

Incentive

CompensationAdvanced

Pricing

Bills of Material,

Configurator

Warehouse Mgmt

Transportation

Receivables,

Credit Mgmt

Front

OfficeActivity

Back

OfficeActivity


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Field Service,

Depot Repair

iStoreAdvanced

Planning

Purchasing,

Receiving

MFG/WIP

Project Mfg

Service

Contracts

Order Management EBS Integration

Order

ManagementCredit

Check

Pick, Pack

& ShipTrack &

Deliver

Invoice,

Credit

Memo

ATP / GTP

Schedule

Con-

figure

Price,

Margin

Check

TeleSales

Quoting,

Sales Contracts

Install Base,

TeleService

Demantra Inventory,Costing

TradeManagement

eTax, Payment

Engines

Incentive

CompensationAdvanced

Pricing

Bills of Material,Configurator

Warehouse Mgmt

Transportation

Receivables,

Credit Mgmt

Cart2Order & Track

Quote2Order/Ts&Cs

Quote,Order,Inquiry

RMAs,Charges,Orders

Warranty,Ext Service

History,Order,Charge

Demand2Promise

Drop Ship, RMA Rcv

ATO/PTO, Rules

Work Order

Project Order

Invoice,Credits,Expr

Pick,Back2Back,Rate

Front

OfficeActivity

Back

OfficeActivity


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R12 Product ConfiguratorNew Features

Pain PointR12

ProvidesBenefit

x Extensible Product

Data attributes

disconnected fromConfigurator

development

PLM User-

DefinedAttributes

Import

PLM Attributes can be utilized in

Configurator

Leverages customers

investments in both products

x No way to copy

Models between

instances

Model

Migration

Improved Configurator instance

management flexibility

Reduced manual maintenance

and time-to-market

x Cumbersome

custom UI

development

Java Server

Pages (JSP)

Tag Library

Increased UI creation flexibility

Adherence to look-and-feel

guidelines

Allowance for 3rd-party UI

development tools


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R12 Advanced Pricing New Features

MOAC for Pricing Security

Continuous Price BreaksExample: The first break (0-100) means greater than 0 but less than or

equal to 100. A quantity of 100 is eligible for the first price break range

(0-100), but a quantity of 100.1 would be eligible for the second price

break range (100-200).

Price Books

Support TCA Party Hierarchy

Support Hierarchical Product Categories


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MOAC


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Introduced 11.5.9


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Introduced 11.5.9


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Introduced 11.5.9

R12 Ad d P i i N F t


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Price books and delta price books

Fast and accurate communication of pricing to

customer/partner/supplier

Multiple request and publishing options to meet variedbusiness needs

Reduces cost and complexity custom reporting

Multi-currency price lists supported for Price Bookgenerations

PDF output

R12 Advanced Pricing New FeaturesPrice Books


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R12 Ad d P i i N F t


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Support for the party relationship structure provided by

Oracles Trading Community Architecture.Party Qualifier based price lists and modifiers

Apply not only to the qualifying party but also to all parties below in theparty hierarchy

Support for flattened and hierarchical item categories (PLM)Users can now define one or multiple functional areas for a given

source system

Each functional area will have an associated category set that may behierarchical or flattened

R12 Advanced Pricing New FeaturesTCA Party & Item Hierarchy


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Trading Community Architecture


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R12 R i bl


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Multi-Organization Access Control

Centralized eTax & Payment Engine (Encryption) AP/AR Netting (Leverages AP Trade Netting Agreements)

Balance Forward Billing

Credit Card Chargeback

New Customer Master UI Design

Line Level Cash Applications Refunds Enhancements (New Activity to Create Negative Receipt that

Auto Remittance sends to Payment Engine)

Revenue Management Enhancements

Contingencies / Deferred Revenue Mgmt

RevRec and Cost in Same PeriodDaily Recognition

Split Period Recognition Rules

R12 ReceivablesNew Features

Partial Period Billing

Partial Period Revenue Recognition


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R12 S l C t t


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R12 Sales ContractsNew Features

Contract Authoring and Collaboration

Microsoft Word Synchronization (Word 2003)

Contract Policy Deviations

iStore integration with Contract Expert

Contract Administration & Visibility

Sales Contract Workbench

Multi-org Access Control (MOAC)

Contract Access from Customer 360 view

Contract Analytics and Reporting

Sales Agreements DBI

Contract Clause Analysis

R12 Service Contracts


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R12 Service ContractsNew Features

Contract Authoring Enhancements

Standard Coverage Mass Update

Multi-Org Access Control

Publish Contract for Online Acceptance

Line Level Cancellation

Oracle eTax uptakeContract Renewal Enhancements

Renewal Negotiation Lifecycle Management

New Defaulting Rules for Renewal Management

Administrator Workbench

Improvements to Online Renewal Portal UI

Enhanced Communication Templates

Flexible Approval Rules

R12 Service Contracts


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Contract Billing and Revenue Enhancements

Partial Period Billing (AR)

Partial Period Revenue Recognition (AR)

Deferred Revenue Management (AR)

Credit Card Encryption (Payment Engine)

Enhanced Installed Base Integration View Impacted Contracts

IB Mass Updates specify impact to service

Terminate Usage when Item Instance terminates

New Search and Inquiry Capabilities HTML Contract Search

View Service Contract Details in HTML

R12 Service ContractsNew Features


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R12 Install Base


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Consolidated Asset Tracking Repository

Contracts & IB Usability UI Improvements

Mass Update & Contract Impact Verification

Transfer of Ownership using Order Fulfillment

R12 Install BaseNew Features


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Thank You

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