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September 28

October 2, 2014
Oracle E-Business Suite and San Francisco
Oracle Cloud: Practical
Scenarios
Nadia Bendjedou
Senior Director, Product Strategy
Oracle E-Business Suite Development
Oracle

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Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracles products remains at the sole discretion of Oracle.

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Most Complete Cloud

Global Human Resources


Talent Management

Financials Marketing
Financial Reporting Commerce
Enterprise Planning Sales
Project Portfolio Management Service 9 million users
Procurement Social 19 billion transactions each day
17 data centers around the world

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Practical Path to the Cloud
Talent
Management Global Human
Enterprise Planning Resources

E-Business Sales
Financials JD Edwards
Suite
Service

Procurement PeopleSoft Siebel


Commerce

Project Portfolio Marketing


Management Social
Financial
Reporting

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EBS HCM to Oracle HCM Cloud:
Oracle Talent Management Cloud
E-Business Suite Oracle Compensation Cloud
and HCM Cloud: EBS ERP to Oracle HCM Cloud
Practical Scenarios EBS HCM to Oracle Taleo Recruitment

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EBS HCM to Oracle HCM Cloud:
Oracle Talent Management Cloud
E-Business Suite Oracle Compensation Cloud
and HCM Cloud: EBS ERP to Oracle HCM Cloud
Practical Scenarios EBS HCM to Oracle Taleo Recruitment

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Oracle EBS HCM and Oracle HCM Cloud

Talent Review Compensation

Social
Performance
Management

Compensation
Information
Person
Structures
Work

On-Premise
Human Resources Time & Labor
Advanced Benefits Learning Management
Payroll

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Oracle E-Business Suite HCM to Oracle HCM Cloud
Overview
Key Benefits
What
It is a framework that helps organizations link their core HR
system of record to HCM Cloud (Talent or Compensation)
Organizations interested in doing Talent Management or
Compensation on the Cloud can gain immediate business
value through rapid deployment of Oracle HCM Cloud
Applications in a coexistence model with existing EBS
systems

Benefits
Rich role-centric user experience functionality
Integrated analytics pervasively built into the solution
Business processes with entirely new innovations like Talent
Review and Network at Work

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Oracle E-Business Suite HCM to Oracle HCM Cloud
Functional Architecture

Talent Review Network at Work

Performance
Management Compensation
Oracle HCM Cloud Management
Goal
Management
Core
People Jobs Orgs. Competences HR Profiles Comp. Changes

Core
People Jobs Orgs. Competences HR Talent Comp. Changes
Oracle EBS HCM
Time and Labor Payroll Benefits

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Oracle E-Business Suite HCM to Oracle HCM Cloud
Integration Architecture: Process Flow

Prepare HCM Cloud for Integration


Define integration end points and define certain setup manually
1
like legal employer, Person Type, etc.

Get HCM Cloud Objects Metadata


2 Transform & Generate files in HCM Cloud
Objects Shape Export to Zipped file Upload
to HCM Cloud

Oracle EBS HCM Oracle HCM Cloud


Load data to Interface Tables. 3
Validate and Load Data into HCM Cloud

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Oracle E-Business Suite HCM to Oracle HCM Cloud
Integration Architecture: Data Flow

Employment
1. Person
2. Assignment, Assignment Supervisor
3. Person Profile
Talent
1. Competencies
2. Qualification
3. Rating Scales & Levels
4. Schools & Colleges
Compensation
1. Salary Basic
Oracle EBS HCM 2. Salary, Salary Components Oracle HCM Cloud
3. Element Entries (Bonus, Allowances)

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Oracle E-Business Suite HCM to Oracle HCM Cloud
Framework Data Flow: How?

EBS To Cloud Cloud To EBS


File Based Loader Simplified Oracle HCM HCM Extract - Extract, Transform
high volume data loading Cloud and format large amounts of
based on CSV , XML, DAT Core HR complex data
Staging HCM
Benefits
Spreadsheet Loader Simplified Area Extract
Low volume data loading via Performance
Management BI Publisher - Extract data from
spreadsheets Goal HCM Business Object repository in
Management a preformatted template
Web services Real time Web Talent Analytics
data exchange with Services
OTBI - Extract data from HCM
external systems Compensation
Business Object repository to
provide real-time operational
reporting & file creation

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References
Fusion HCM Talent Integration Advisor [ID 1560009.1]
Fusion Human Capital Management File-Based Loader for Release 7 [ID 1595283.1]
E-Business Suite HCM Extraction Toolkit for Fusion HCM Integration Using File Based
Loader [ID 1556687.1]
Data File Validation for File Based Loader [ID 1587716.1]
Oracle Fusion HCM Extracts Guide Release 5 [ID 1559127.1]
Oracle Fusion HCM Extracts FAQs for Release 5 [ID 1559161.1]

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Customer: National Oilwell Varco
Oracle E-Business Suite HCM to Oracle HCM Cloud
COMPANY CHALLENGES SOLUTION RESULTS
United States-based National Oilwell Varco Oracle HCM Cloud: Improved employee
designer, manufacturer wanted to deliver Talent Management adoption, development,
and vendor of equipment efficient HR services to and retention
and components used in support global growth Oracle E-Business Suite
oil and gas drilling and with less overhead. The Human Resources
Single source of truth
production, as well as company also wanted to Benefits & Payroll Improved internal
oilfield inspection, supply improve its talent Self-Service controls and regulatory
chain integration and retention, automate its compliance
other services for the talent management Compensation
upstream oil and gas processes Reduced operating costs
industry.
Improved information
flow

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Customer: Standard Life
Oracle E-Business Suite HCM to Oracle HCM Cloud
COMPANY CHALLENGES SOLUTION RESULTS
Pensions, insurance, Standard Life needed to Oracle HCM Cloud: Produced a fresh start
savings and investments transform HR service Talent Mgmt for HR and employees
company headquartered delivery to improve
in Edinburgh, Scotland management visibility Oracle E-Business Suite Enhanced workforce
that manages assets of and employee Human Resources
accountability with real-
over 157.6 billion in the accountability for time business
Payroll intelligence at all levels
U.K., Canada, Europe and knowledge, skills and Self-Service
other parts of the world. accomplishments. The Increased employee
company wanted to involvement with a
create a foundation for portal for all
strategic talent employment activities
management .
Reduced operating costs

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Oracle EBS ERP and Oracle HCM Cloud

Talent Payroll and


Management Compensation

Social
Workforce
Management

Compensation
Information
Person
Structures
Work

On-Premise
Financials Projects
Procurement Supply Chain

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 17


Related Session
Conference Session CON6942 - Extending the Value of Oracle E-Business Suite HCM:
Thursday, Oct 02 Integration and Coexistence Palace - Presidio
10:45 AM - 11:30 AM Rajshekar Ayyadevara, Senior Director, Oracle

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 18


Revenue Management Cloud Service for EBS
Oracle FAH for Financial Reporting Cloud Service for EBS
E-Business Suite
and ERP Cloud:
Practical Scenarios

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Revenue Management Cloud Service
Simplified Revenue Compliance

Automated Actionable Analytics


Compliance and Reporting

Centralized Spreadsheet
Dashboard Integration

Reference data

accounting
Revenue
Revenue
Sources

On-Premise
OTHER
SOURCES

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Revenue Management Cloud Service
Business Scenario
Revenue Reallocation
Software License
Selling Adjusted
Software License 100 98
Support 20 26
Consulting 80 76
Customer Bill
Support
Total 200 200
Software License 100
Support 20
Consulting 80 Revenue Schedule
Total 200 Period I Period II Period III
Consulting
Software License 98.00 0.00 0.00
Support 8.66 8.67 8.67
Consulting 16.00 20.00 40.00
Total 122.66 28.67 48.67

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Revenue Management Cloud Service for EBS
Functional Architecture
EBS Order EBS Service EBS Accounts
EBS Projects 3rd Party
Management Contracts Receivable

Revenue Events Extracted via Delivered Source Views

Revenue Management
Manage
Create Schedules Create Accounting Audit & Analyze
Compliance
Calculate and manage Fair Separate revenue from Generate revenue and Seeded revenue reports
Market Value (FMV) billing deferred revenue entries for compliance reviews
Support Multiple Element Create ratable, immediate, Automatically create and audit
Arrangements (MEA) and deferred revenue compliance adjustment Ad hoc reporting layer
schedules entries
Customer Acceptance Payment Revenue Accounting
EBS Order EBS Accounts
EBS Costing General Ledger
Management Receivable

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Related Session
Conference Session CON8293 - Understanding Oracle ERP Cloud Operations and
Cloud Integration Westin Market Street
Wednesday, Oct 01 Harsh Takle, Senior Director, Oracle Metropolitan II
11:15 AM - 12:00 PM Rani Urbas, VP, Cloud Operations, Oracle
Conference Session CON8402 - Oracle Fusion Revenue Management Cloud Service:
Westin Market Street
Thursday, Oct 02 Highlights and Customer Adoption
Metropolitan II
10:15 AM - 11:00 AM Tapomoy Dey, Senior Director, Oracle

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 23


Financial Accounting Hub (FAH) Reporting Cloud Service
Real-Time Multi-Dimensional Reporting /Analytics for your Existing General Ledger

Self-Service Mobile Multi-Dimensional


Reporting Analytics

Dashboards Spreadsheet
Integration

Drilldown
synchronization
Reference data
Balances

On-Premise
General Ledger

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 24


FAH Reporting Cloud Service for EBS
Financial Reporting for EBS 12.1.3+
Solution Overview
What
A cloud reporting platform, with embedded Essbase, that offers
extended reporting and analysis against existing accounting
information.
Out-of-the-box integration with Oracle E-Business Suite 12.1.3+
Oracle E-Business Suite customers can significantly improve financial
reporting and information access with Financial Reporting Clouds
exceptional reporting and analytics platform without disrupting their
current financial processes, by streaming balances from their existing
E-Business Suite General Ledger into the Fusion Ledger

Benefits
Stream account balances to the cloud as frequently as needed for
near-instant financial analysis and decision support
Gain access to the latest financial data in a highly interactive
environment

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FAH Reporting Cloud Service for EBS
Functional Architecture

Oracle E-Business Suite General Ledger

Balances COA mapping and synchronization Drilldown

FAH Reporting Cloud Service


Reporting & Spreadsheet
Dashboards Simplified Setup
Analysis Integration

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Account Monitor, Inspector, FRs, Smartview, etc Available

What I need View LIVE reports in


to know your output of choice
with multi-
dimentional analysis
and drill down

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View Individual Account Balances

Drill to EBS to view the


details of this balance
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Sample Delivered Financial Statements
Report - Drill Down
Supports multiple output options:
(MS Office, PDF, HTML)

Export to Excel for


further analysis

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Financial Reporting Optimized for Tablet

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Interactive Sunburst Visualization of GL Balances

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FAH Reporting Cloud Service for E-Business Suite
Integration - E-Business Suite R12.1.3+

- CoA Structure FAH Reporting Cloud Service


- Segment Values (ongoing sync)
- Hierarchy (on demand push or xls)
- Balances
(User defined frequency. Delta - Drill Back to Detail
only so very fast & no down time)

On-Premise
E-Business Suite
R12.1.3+

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Related Session
CON8404 - Introducing Oracle Fusion Accounting Hub Reporting
Conference Session Cloud Service
Westin Market Street
Wednesday, Oct 01 Alex SanJuan, VP, RTR, Oracle
Metropolitan II
4:45 PM - 5:30 PM Rob Zwiebach, Vice President, Financial Applications
Development, Oracle
Conference Session CON8293 - Understanding Oracle ERP Cloud Operations and
Cloud Integration Westin Market Street
Wednesday, Oct 01 Harsh Takle, Senior Director, Oracle Metropolitan II
11:15 AM - 12:00 PM Rani Urbas, VP, Cloud Operations, Oracle

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 35


Sales Cloud with EBS Quoting
Oracle Service Cloud (RightNow) to EBS Field Service
E-Business Suite
and CX Cloud:
Practical Scenarios

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Oracle Sales Cloud to Oracle E-Business Suite
Opportunity to E-Business Suite Quote

Opportunity Customer

Quote
Sales

Accounts

Contacts

Quotes
Punch-Out
On-Premise
Quotes

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Oracle Sales Cloud to Oracle E-Business Suite
Overview - Oracle Sales Cloud Opportunity to EBS Quoting
EBS Quotes, Configuration, Pricing
Opportunity Views Create Quotes
Update Quotes

Customer Center

Oracle E-Business Suite 12.1.3

Oracle Sales Cloud


Data Sync
Accounts Accounts
Contacts Contacts
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Oracle Sales Cloud to Oracle E-Business Suite
Integration Architecture: Process and Data Flow
UI/Browser Integration Architecture
View of Sales and Quote Data Data Integration
Real-time data synchronization of Accounts
and Contacts from Sales to EBS
Customer Opportunity Quote Quote lines sourced from Opportunity
Flow Flow Flow Revenue lines
Integration & Business-Logic
Customer, Business logic driven by Groovy scripts and
Sales Quote outbound web service calls from Sales Cloud
Data
Data Open/extensible logic can be modified by
customer administrators
Web Service
Groovy UI Integration
Scripts
UI mashups built with Application Composer
Oracle Sales Cloud Oracle E-Business Suite (minimal Sales Cloud customization)
Exposes EBS quotes in the context of Sales
Data Sync - Account, Contact, Display Quote Data Display Sales Data Cloud Customer Center and Opportunity Detail

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References
Integrating Oracle Sales Cloud,
Oracle Sales Cloud Release 7 with Oracle E-Business Suite (Doc ID 1620455.1)
Oracle Sales Cloud Release 8 with Oracle E-Business Suite (Doc ID 1643818.1)

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 41


Customer: Altec Engineering Limited
Oracle Sales Cloud Coexistence with Oracle E-Business Suite
COMPANY CHALLENGES SOLUTION RESULTS
Builds highly configured Sales reps rekey customer Oracle Sales Cloud: Simple views enable
trucks (ie. Cherry Pickers, information into each Opportunity Mgmt flexibility and encourage
Utility Truck etc...) quote (90% of adoption
Oracle E-Business Suite
EBS is used as CRM quotes/orders must be Enables reps to easily
Order Management
system today tracking configured) (Quotes) quote highly configured
customers and quotes No opportunity items through the ERP
Sales reps are engaged at management, pipeline or while making it easy to
quoting stage (90% of forecast management associate the quote with
sales orders are exists today the revenue opportunity
configured)
No single source of truth Enterprise analytics
for the customer across enables insight into key
systems selling activities and sales
performance

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Planned: Oracle Service Cloud to EBS Field Service
Oracle Service Cloud (RightNow) to EBS Field Service

Products Installed Base

Customers Entitlement

Customers

Products

Installed Base
On-Premise
Field Service and Mobile Field Service

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Planned: Oracle Service Cloud to EBS Field Service
Oracle Service Cloud (RightNow) to EBS Field Service
Solution Overview
What
RightNow (RN) Customer Portal and Agent Desktop can be
offered as a highly dynamic, customizable Service
Management front end for EBS Field Service
Using RN, EBS customers can expand their current customer
& agent facing solution to provide dynamic interfaces, guided
navigation and comprehensive knowledge management

Benfits
Dynamic agent desktop that will expose EBS functionality
such as install base, service contracts, repair orders and
dispatch tasks
RightNow knowledge management can be utilized by both
customers and agents

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Planned: Oracle Service Cloud to EBS Field Service
Functional Architecture: Process Flow

RNOW Agent Desktop RNOW Agent Desktop EBS EBS / RNOW EBS Mobile

The schedule board can be


Fred calls into the call Agent creates a service A shadow SR is created in exposed through the agent Ted the Technician receives
center with an issue that incident of type Field EBS along with a dispatch desktop allowing the agent the assignment on his
requires on-site repair Repair task to schedule the visit without mobile device
leaving RNOW

RNOW RNOW EBS EBS Mobile

RNOW agent receives


Ted goes on site and
follow up call from Fred.
The RNOW incident is The dispatch task and EBS performs the requested
Real-time call made from
closed SR are updated and closed work. Debrief is done
RNOW to EBS to confirm
through mobile device
status.

Dispatching the task can be performed by the agent by exposing the schedule board through the agent desktop, by a
Dispatch task scheduling
dispatcher which will be done totally in EBS, or automatically (EBS) depending on the customers flow.

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 45


Planned: Oracle Service Cloud to EBS Field Service
Integration Architecture: Process and Data Flow

Process Flows Process Flow


1. Create incident in RightNow Service.
Create Contact Entitlement pulled from EBS (shadow SR in EBS)
Create EBS SR
2. Auto create dispatch task. Assignment of
Create Dispatch Task dispatch task done on backend through EBS
Debrief Job
3. Technician performs the service/repair
Close Dispatch Task
Update Incident 4. Technician debriefs the job
Oracle EBS
RightNow Close SR/incident Field Service 5. Dispatch task is closed automatically updates
incident in RightNow
Data Flows 6. Other actions can take place here depending on
Customer customer process
EBS
RightNow Product Field Service 7. Incident is closed in RightNow.
Installed Base

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Related Session
Conference Session CON8927 - Oracle Service Cloud for Oracle E-Business Suite
Moscone West
Wednesday, Oct 01 Julia Neary, Customer Experience Manager, Pella Corporation
Room: 3001A
11:30 AM - 12:15 PM Justin Anderson, Senior Director, Product Management, Oracle

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 47


Oracle Transportation Management (OTM)
Oracle Cloud to EBS Order Management
E-Business Suite
and SCM Cloud:
Practical Scenarios

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Planned: OTM Cloud to Oracle E-Business Suite

Planning Execution

Order Financials
Management

Appointments
Dock
Shipments
Planned

Financials
Freight
Delivery
Proof of
Orders

Actuals
Order Management Purchasing
On-Premise

Shipping Execution Accounts Payable

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 49


Planned: OTM Cloud to Oracle E-Business Suite
Solution Overview
What
End-to-end support for orders transportation lifecycle using Oracle
Transportation Management
Utilizing OTM, EBS customers can manage transportation for
orders/shipments outside of EBS or across multiple EBS instances

Benefits
Access transportation rate & route options (ship methods) while
booking orders
Sales orders & deliveries passed from Order Mgmt to OTM for
transportation planning & execution
POs passed from Purchasing to OTM for transportation planning &
execution
Enable Freight Payment with audit and approval of invoice in OTM and
voucher passed to Oracle AP for approved payments

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 50


Planned: OTM Cloud to Oracle E-Business Suite
Process 4 Flows

1. Customer Sales Order Booking


Rate, route, service options for CSRs
2. Customer Deliveries
Plan, execute and track for customer orders
3. Supplier Shipments
Plan, execute and track supplier shipments

4. Freight Payment
Audit and pay freight invoices

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 51


OTM Cloud to Oracle E-Business Suite
Foundation: Global Logistics Integration

EBS
OM / Shipping /
Inv Mgmt EBS
B Web Web B Financials
EBS
Services Services
Purchasing P P
XML XML
E Orders Invoices E
Other
ERP / SCM L Shipments L
Other
Events Financials
Other
ERP / SCM

Standardized, Packaged Integrations


via Web Services Orchestrated by BPEL
Copyright 2014 Oracle and/or its affiliates. All rights reserved. |
Flow #1: Order Management Rate & Route Options
Customer Sales Order Booking - Rate/Route Query from OM (Basic)

EBS Order Rate / Route Results


Order Created Request
Mgmt
Displayed

Rate / Route
OTM Estimation

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |


Flow #2: Customer Deliveries
OTM for Outbound Sales Orders
NoEBS Order Order
Order Booked Update
Management

Trip Pick Order Inventory


EBS Created Release Interface Interface
Shipping Delivery Line Delivery
Execution Created Created Ship Close Close AR
Planned Shipment Confirm Pickup Stop Delivery Interface

Planned
Shipment Shipment Actual POD
Accepted
Order
Rate/ Route/
Planned
Tender
Yes Update Status To Freight
Release Shipment
OTM Created
Schedule
Created
Accept? Shipment Update /POD Pay Flow
No
Re-Tender to
Next Carrier

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |


Flow #3: Supplier Shipments
OTM for Inbound Purchase Orders

PO
EBS PO
Shipment
PO Line
Purchasing Approved Closed
Line

Reject
Ready To Order Planned Status
Order Base Rate/ Route/ Tender / To Freight
OTM Created
Ship Release
Schedule
Shipment
Book
Update /
Pay Flow
Received Created Created POD

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |


Flow #4: Freight Invoices and Accounts Payable
Freight Payment

No
Approved Invoice
EBS Invoice Paid
Accounts Created
Payable
Voucher

Shipment Invoice Audit / Pay /


Auto- Yes
Complete Created Approval
Pay?
OTM
No
Invoice
Received

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |


References
Oracle Transportation Management Application Integration Changes [ID 579565.1]
About Oracle Transportation Management Integration with EBS R12.1.1 [ID 761437.1]
Oracle Financial Management Integration Pack for Oracle Transportation Management
and Oracle E-Business Suite 2.5 - Implementation Guide [ID 956784.1]
About Oracle Transportation Management Integration with EBS R12.1.3 [1077428.1]

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 59


Practical Path to the Cloud
Talent
Management Global Human
Enterprise Planning Resources

E-Business Sales
Financials JD Edwards
Suite
Service

Procurement PeopleSoft Siebel


Commerce

Project Portfolio Marketing


Management Social
Financial
Reporting

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 60


Questions and Answers

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 61


Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

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