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Oracle Release 12 Update: Order Management

Kevin DeMartelaere Oracle Principal Solutions Consultant January 17th, 2008

R12 Agenda
R12 Benefits: Oracle eBusiness Suite R12 Order Management: New Features R12 Order Management: Integration Points / New Features
Advanced Pricing Configurator Information Portal Receivables Sales & Service Contracts Install Base

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R12 Whats New: All EBS Applications


User Interface Multi Organization Access Control Centralized Tax Engine Centralized Payment Engine Customer and Supplier now 1 Schema Process and Discrete Inventory now 1 Schema Subledger Accounting XML Published Documents Personalization

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New User Interface Experience


Project Swan
New Color, Icons and 3-D Appearance Consistent with other Product Lines

Reduced Pop-ups and Duplicate Screens Improved Fonts Increased Personalization Capabilities Improved look and feel for portal, login screens Customizable login screen to proceed to any page after login (e.g., skip the portal page)

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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


Drive Shared Services with R12 Financial Management Initiatives
Shared Service Center

Single Global Database

Org 1

Org 2

Org 3

Examples: Payables, Purchasing, Collections, HR

Increase the efficiency of shared services and single database operations with streamlined processing, reporting, and access across operating units

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R12 Global Financial Mgmt:


Multi-Org Access
Increase the efficiency of shared services and single database operations with streamlined ACCESS, processing, and reporting across operating units

Belgium Perform multiple tasks across operating units (OUs) without changing responsibilities
Legal Entity

Holland
Legal Entity

Denmark
Legal Entity

Belgium
Operating Unit

Holland
Operating Unit

Denmark
Operating Unit

Single Responsibility

For Example:

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

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R12 Global Financial Mgmt


Subledger Acctg
Increase the efficiency of shared services and single database operations with streamlined access, PROCESSING, and reporting across operating units

Ensure both corporate


Ledger A

Single subledger transaction (e.g. invoice, payment) can create multiple accounting entries

US GAAP US COA US Calendar

visibility and local compliance by automatically creating accounting for all legal entities
Dr Cr

USD

Simplify inter-account
reconciliation for key business flows such as procure-to-pay or order-to-cash

Ledger B French GAAP/IAS Plan Comptable French Calendar

Subledger Transaction

Streamline reporting and


inquiries by leveraging a common and consistent data model across all subledger applications

EUR

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R12 XML for All Business Documents

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R12 Order Mgmt / Shipping Execution


New Features
Multi-Organization Access Control Enhanced Inventory Reservations (Acceptable Quality, Fair Share, POs, Work Orders, Other Supply) Customer Acceptance, Deferred Revenue and Costing Order Information Portal Enhancement Order Field Credit Card Security Code and Encryption Mass Scheduling Background Program Scheduling ATO Items without BOM (Outsource Mfg) Workflow Resubmission Exception Enhancement Customer Credit Check across Operating Units Enhanced Header Attribute Cascading Centralized eTax & Payment Engine Miscellaneous Shipments for Legacy Systems Telco Payment Due w/Order & Billing / Recurring Charges Support Process Inventory Convergence
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Copyright 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright 207, Oracle. All rights reserved. Oracle & Google Confidential

R12 OM Order Information Portal


A way for customer to let you know theyve accepted the goods and services you have sold them. A way to defer invoicing and/or revenue recognition until the customer accepts
Determine when Acceptance is required View/update Acceptance attributes on order line Record Acceptance/Rejection (from Header or Line) View Acceptance details on order line Defer Invoicing/Revenue Recognition

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

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Copyright 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright 207, Oracle. All rights reserved. Oracle & Google Confidential

Order Management EBS Integration


Incentive Compensation Advanced Pricing eTax, Payment Engines

iStore Quoting, Sales Contracts TeleSales Field Service, Depot Repair Install Base, TeleService Service Contracts

Price, Margin Check Configure

ATP / GTP Schedule

Advanced Planning Purchasing, Receiving Bills of Material, Configurator MFG/WIP Project Mfg Receivables, Credit Mgmt Warehouse Mgmt Transportation

Order Management

Credit Check

Invoice, Credit Memo Track & Deliver

Pick, Pack & Ship

Front Office Activity

Trade Management

Demantra

Inventory, Costing

Back Office Activity

Order Management EBS Integration


Incentive Compensation Advanced Pricing eTax, Payment Engines

iStore Quoting, Sales Contracts TeleSales Field Service, Depot Repair Install Base, TeleService Service Contracts

Cart2Order & Track

Demand2Promise

Advanced Planning Purchasing, Receiving Bills of Material, Configurator MFG/WIP Project Mfg Receivables, Credit Mgmt Warehouse Mgmt Transportation

Quote2Order/Ts&Cs

Price, Margin Check Configure

ATP / GTP
Drop Ship, RMA Rcv

Schedule
ATO/PTO, Rules

Quote,Order,Inquiry

RMAs,Charges,Orders

Order Management

Credit Check

Work Order Project Order

History,Order,Charge

Invoice, Credit Memo Track & Deliver

Invoice,Credits,Expr

Warranty,Ext Service

Pick, Pack & Ship

Pick,Back2Back,Rate

Front Office Activity

Trade Management

Demantra

Inventory, Costing

Back Office Activity

R12 Product Configurator


New Features

Pain Point
x Extensible Product
Data attributes disconnected from Configurator development

R12 Provides
PLM UserDefined Attributes Import

Benefit
PLM Attributes can be utilized in
Configurator Leverages customers investments in both products

x No way to copy
Models between instances

Improved Configurator instance


Model Migration
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 Breaks
Example: The first break (0-100) means greater than 0 but less than or equal to 100. A quantity of 100 is eligible for the first price break range (0-100), but a quantity of 100.1 would be eligible for the second price break range (100-200).

Price Books Support TCA Party Hierarchy Support Hierarchical Product Categories

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MOAC

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Introduced 11.5.9

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Introduced 11.5.9

Copyright 207, Oracle. All rights reserved. Oracle & Google Confidential

Introduced 11.5.9

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R12 Advanced Pricing New Features


Price Books

Price books and delta price books Fast and accurate communication of pricing to customer/partner/supplier Multiple request and publishing options to meet varied business needs Reduces cost and complexity custom reporting Multi-currency price lists supported for Price Book generations PDF output

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Copyright 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright 207, Oracle. All rights reserved. Oracle & Google Confidential

R12 Advanced Pricing New Features


TCA Party & Item Hierarchy Support for the party relationship structure provided by Oracles Trading Community Architecture.
Party Qualifier based price lists and modifiers Apply not only to the qualifying party but also to all parties below in the party hierarchy

Support for flattened and hierarchical item categories (PLM)


Users can now define one or multiple functional areas for a given source system Each functional area will have an associated category set that may be hierarchical or flattened

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Trading Community Architecture

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Trading Community Architecture

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Trading Community Architecture

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Trading Community Architecture

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R12 Receivables
New Features
Multi-Organization Access Control Centralized eTax & Payment Engine (Encryption) AP/AR Netting (Leverages AP Trade Netting Agreements) Balance Forward Billing Credit Card Chargeback New Customer Master UI Design Line Level Cash Applications Refunds Enhancements (New Activity to Create Negative Receipt that Auto Remittance sends to Payment Engine) Revenue Management Enhancements Contingencies / Deferred Revenue Mgmt RevRec and Cost in Same Period Partial Period Billing Daily Recognition Split Period Recognition Rules Partial Period Revenue Recognition

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R12 Sales Contracts


New Features Contract Authoring and Collaboration
Microsoft Word Synchronization (Word 2003) Contract Policy Deviations iStore integration with Contract Expert

Contract Administration & Visibility


Sales Contract Workbench Multi-org Access Control (MOAC) Contract Access from Customer 360 view

Contract Analytics and Reporting


Sales Agreements DBI Contract Clause Analysis

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R12 Service Contracts


New Features Contract Authoring Enhancements
Standard Coverage Mass Update Multi-Org Access Control Publish Contract for Online Acceptance Line Level Cancellation Oracle eTax uptake Renewal Negotiation Lifecycle Management New Defaulting Rules for Renewal Management Administrator Workbench Improvements to Online Renewal Portal UI Enhanced Communication Templates Flexible Approval Rules
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Contract Renewal Enhancements

R12 Service Contracts


New Features Contract Billing and Revenue Enhancements
Partial Period Billing (AR) Partial Period Revenue Recognition (AR) Deferred Revenue Management (AR) Credit Card Encryption (Payment Engine)

Enhanced Installed Base Integration


View Impacted Contracts IB Mass Updates specify impact to service Terminate Usage when Item Instance terminates

New Search and Inquiry Capabilities


HTML Contract Search View Service Contract Details in HTML

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Copyright 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright 207, Oracle. All rights reserved. Oracle & Google Confidential

R12 Install Base


New Features Consolidated Asset Tracking Repository Contracts & IB Usability UI Improvements Mass Update & Contract Impact Verification Transfer of Ownership using Order Fulfillment

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Copyright 207, Oracle. All rights reserved. Oracle & Google Confidential

Thank You

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