Professional Documents
Culture Documents
Æ www.itconvergence.com/workshops
Planning for R12
Our Mission
Create value by improving
business processes through
better use of technology.
CHICAGO
NEW YORK
SAN FRANCISCO
MEXICO SHANGHAI
SAN PABLO
BUENOS AIRES
Consulting Services
Full Project Lifecycle Capabilities
Education Services
Maximize the Value of your IT Investment
Development Services
Cost-effective and Accessible Development
Ô Nearshore development
Ô Staff leasing
Ô Oracle ERP and CRM
Ô J2EE and JAVA
Rollout Options
T im
Co
Risk e
Rollout Options
Global Cut-over BIG BANG Geographic Implementation
Phase 1 of 1 Phase 1 Phase 2 Phase 3
Business / Business / Business /
Org. Unit 1 Org. Unit 2 Org. Unit 3 Business / Business / Business /
Org. Unit 1 Org. Unit 2 Org. Unit 3
QTC QTC QTC
QTC
PTP PTP PTP
PTP
MTE MTE MTE
MTE
Phase 2 QTC
MTE
Phase 1 PTP
Phase 3 QTC
MTE
Rollout Options
ÔBenefits
ÔRisks
ÔDisadvantages
ÔSelection criteria
Europe
Building Blocks
• Leverage leading practices:
– Standard Business Process Flows
– Regional Specific Localizations
Standard Processes – Organization Structure – Operating Units, Set
of Books, Inventory Orgs
Items Suppliers
• Utilize standards set for:
– Chart of Accounts Common
– Customer Information Shared
Data Model
– Supplier Information
Chart of
– Items Employees
Accounts
– Organization Structure
– Employees (min. info) Organization
Structure
Tutor Documentation
START - UP PRODUCTION
Time
Assessment Approach
Strategic Migration Roadmap Focus
1 2 3 4
Plan & Initiate Perform Define & Map Prepare
Analysis Study Business/System Future Solution Implementation
Assessment Options
Mobilize and Plan Business Assessment Assessment Results High Level Roadmap
Ô Assemble Team Ô Map Requirements to Ô Upgrade enhancements, Ô CR010 Project
Ô Define Focus Areas for R12 gaps, and solution Management Plan
Assessment Ô Perform Gap Analysis review Ô High Level Project Plan
Ô Confirm Participant Ô Evaluate Best Practice Ô Upgrade approach
Schedules Business Models discussions, time lines,
resources, etc
Ô Perform Delta Training Ô Conduct Process and
Requirements Review Ô Training and Support
Ô Prepare and Execute Requirements
Project Kickoff Sessions
Shared Post
Build
Education Design Definition Elaboration Transition Production
& Test
& Tools Support
• Oracle Process • COA • Confirm & • Power user • End User • End User • Staff
Training • Supplier Validate training Training for Training augmentation
• Introduce Structure Regional • Conference UAT • Cut over post go live
Standards • Customer Deployment Room Pilot • User planning • On-site for major
concept Structure against Global • Map and collect Acceptance • Migrate hubs
• Localizations Design data Testing configurations • Consolidated for
• Shared Value Template
Definition • Identify and • Sign Off of to production remaining sites
• Conversion resolve gaps processes • Conversion
Strategy • Identify add-ons • Cut over
• MLS Strategy (workflow,
• Establish alerts, reports,
Project Controls FSGs, etc.)
• Establish • Enter data
Communication • Identify country
Plan specific values
• Establish
Change Mgmt
Plan
• Define training
program
• Work plan
creation
Project Toolkit
Oracle Applications Education & Implementations
Provide a tool kit that enables a “jump start” for global implementations.
Business Process Flows Business Requirement Definitions, Education Training & Procedure Materials
Localizations, Configuration Guides Unit and Integration Testing Scenarios
Order to Cash Business Flow
Order to N Cat Process Analysis Question Response R
Shipment o ego e
ry vi
si
t
Order to Buy Y
Shipment /
N
Customer Invoice
Lead to Order Revenue to Post
to Cash
1 Pro Do you use routings and
Order to Drop duct alternate routings?
Shipment ion
Typ
2 e What are the average number
Pick–to–Order to Customer Return of operations for each routing?
Shipment to Credit
Credit Approval
to Customer 3 Cha How many different kinds of
Configure–to– nge Bills of Material do you
Order to Customer Return
Poli maintain? (Manufacturing,
Shipment to Replacement
cy Costed, Planned As-Built, As-
Designed, As-Sold, and so on)
Assemble–to–
Order to 4 Does ECN Implementation
Shipment increase the revision number
or constitute a different part
number for the end product?
Order to
Customer Invoice
PF1967
PF1967 PF2011
PF2011 PF2021
PF2021 PF2028
PF2028
Design to Release
Customer Collaboration to Conse nsus Forecast Collect
Collect Generate
Generate Achieve
Achieve Manage
Manage 6 Do you comply with corporate
Supplier Collaboration to Supplier Commitment Forecast
Forecast Sales
Sales Consensus
Consensus Production
Production level engineering changes?
Opportunity to Forecast to Management Rollup Data
Data Forecast
Forecast Forecast
Forecast Forecast
Forecast
KPI KPI
• Collect Historical • Generate statistical • Review f orecasts on a • Define the parameters
Sales and Shipments f orecast based on regular basis and f or f orecast
7
Process Process
What is the typical lead time Primary
Data to use f or sales and shipment revise as needed. consumption and
statistical forecasts. history. consume f orecast. ID NameThis
for implementing ECN’s? Primary
question may depend on type Process Application
Role
of ECN. Definition Module
PF1962
PF1962 PF1963
PF1963 PF1966
PF1966 PF2038
PF2038 PF2039
PF2039
Collect
Collect Collect
Collect Generate
Generate Run
Run Analyze
Analyze PR Procurement This process covers functional management of procurement activity.
Supply
Supply Demand
Demand Item
Item Safety
Safety Production
Production Plan,
Plan,KPI’s
KPI’s
Variability Data Variability Data Stock
StockLevels Plan KPIand
andExceptions
KPI Variability Data KPIVariability Data Levels KPI Plan Exceptions
• Collect historical suppler • Collect demand data • Calculate for all • Launch Production • Analyze Plan, KPI’s, PRS01 Supplier Contracts This process covers negotiating supply contracts. It includes administrating
performance data f rom all including forecast locations w here items Plan exception messages
relevant sources and conf idence levels have maintained and counts prior to contractual and legal documentation and supporting supplier performance
translate into compatible from all relevant saf ety stock levels. releasing orders from
format. sources. the plan evaluations.
PF3002
PF3002 PF3003
PF3003 PF3004
PF3004 PF3005
PF3005
PR0131 Analyze Sourcing Requirements This process covers identifying strategic sourcing opportunities and Sourcing Purchasing Test No Test Case Name Input Data Method To Validate Expected Result
Items w ith a routing of "Inspection
Adjust
Adjus t
Plan
Simulate
Simulate
with
Collaborate
Collaborate Cus tomer Collaboration to Consensus Fore cast Implement
Implement collecting aggregate demand for specific sourcing requirements. Manager PUR-1304 Receive Items to Receiving Inspection
Header Information, Quantity,
View Quantity On-Hand Required" cannot be delivered to
Plan withRevised
Revised on
onRevised
Revised Supplier Collaboration to Supplier Commitment Revised
Revised Subinventory and Acceptance Code
Constraints Constraints Cons traints inventory until they are inspected
Constraints Constraints Constraints Query the receiving transactions
Header Information, Quantity,
• Make manual • Run the plan in • Collaborate w ith • Implement the revised PUR-1308 Approve Inspected Material Receiving Account Distribution Report and verify the approval is
Subinventory and Acceptance Code
adjustments to the simulation mode w ith internal and external constraints based on PR0132 Evaluate and Award Negotiations This process covers collecting and evaluating responses to award a Sourcing Purchasing documented; the status for the
plan based on plan revis ed constraints to parties to agree on the collaboration
review and new model potential solutions revised constraints. results. contract or agreement to a supplier. Manager PUR-1305 Deliver Received Goods to Inventory Check box to deliver Receiving Transaction Register
Inventory balances reflect delivery
to inventory
information to limitations.
PR0133 Maintain Negotiated Supplier This process covers adding, modifying or renewing negotiated supplier Query on the invoice in the Invoice
AP-0101 Enter invoice batch and standard invoices Multiple Client Invoice Workbench; verify the invoice is Invoice Batch and Invoices created
PF2040
PF2040 PF3001
PF3001 Enterprise Roles Contract/Agreement contracts and agreements as necessary. approved or run "Invoice Register" report
Release
Release Plan
Plan Plan to Schedule Query the invoice in the Invoice
Schedule One invoice w ithin a batch is
Schedule Non–MRP
Non–MRP
Material
Material
Requisition to Re ceipt – Direct
Planner PR0134 Evaluate Supplier Contract This process covers reviewing the suppliers performance against the AP-0701 Approve individual invoice w ithin a batch Workbench or run "Invoice Register"
approved
KPI KPI report for all Unapproved invoices
Demand Planner Performance negotiated contract.
• Release the
production schedule
• Plan non– MRP planned
materials using Kanban
Oracle Payables AP-0802 Print checks and confirm payment batch Run "Final Payment Register" and review Printed checks
to w ork areas and planning, MinMax
Demand Manager PR0135 Negotiate and Select Suppliers This process covers selecting suppliers to fulfill requirements based on (for
procurement. Plann ing, Reorder point, This area highlight what are the legal requirements from local government on payables, which The appropriate quantities in
cycle counts, etc.. Inventory Planning Manager
include the VAT tax for local purchase goods and example) price, the
material, delivery, terms, discount
reporting or corporate
requirement for relationship. PUR-1310 Correct Delivered Quantities Return to Receiving Receiving Transaction Summary Inventory, Receiving or Expensed
are updated to reflect the correction
financial reports and Tax reports. It also use to identify the local requirement on different Inventory and Receiving balances
payment format, like cheques, TT, and bank in slip format required from local bank. PUR-1315 Return Material To Receiving Quantity and Return to Receiving Transaction Status Summary reflect the quantity to be returned
to vendor
The corrected inspection quantities
Process Nro. Requirement Solution Comments PUR-1311 Correct Inspected Quantities Correct w ith appropriate code Receiving Transaction Summary appear as non-inspected in
Receiving Inspection
AP Payment Handling CH-AP01 Legal requirement, for all local purchase of Setup the VAT% in AP module and identify the Standard Function Query the receiving transactions
Process goods and materials need to separate the line VAT% of each local vendor in supplier master. Required to add the additional set up for PUR-1307 Reject Inspected Material Check Exceptions Box in Window Receiving Exceptions Report and verify the rejection is
of purchased item cost and the VAT% and VAT Each time any new AP invoice created for those VAT. documented; the status for the
amount on financial statement and tax reports VAT% pre-defined supplier, the system will Inventory or Expense balances
to local government. automatic calculated the VAT amount in seperate PUR-1316 Return Material To Vendor Quantity, Supplier, RMA Number Receipt Adjustments Report reflect the quantity of material
distribution line. For those supplier without pre- returned to the supplier and PO
defined VAT%, user can still allowed to add the Enter debit memo based on return to supplier Query of the Debit memo or run "Invoice
AP-0202 Client Debit Memo Approved debit memo invoices
VAT line manually by manual select the VAT% details Register (R2i Modified)
from the list of value available in AP payment
invoice table. AP invoices transferred to GL and
AP-1201 Post AP invoices only to GL Client Invoices
imported
AP Payment Printing CH-AP02 China required to build the interface between Required to maintain all supplier bank information System Interface.
Process Oracle AP and the cheque printing system in into Oracle AP then extrat the data from AP to AP payments transferred to GL and
order to use AP payment invoice data to print different Excel worksheet base on the table format AP-1202 Transfer AP payments only to GL Client Payments
imported
out cheques, transfer payment authorization provided by the cheque printing system for cheque
letter (TT), and bank in slip document. printing, for TT payment printing, and for bank in
slip document printing.
Supplier Data CH-AP03 Legal requirement all information related to Required to input the supplier master information Standard Function
Maintainence Process supplier needto maintain in Chinese characters, in both Chinese and English. Required to input Chinese information in
which include the supplier name, address, supplier master table.
contact inforamtion, and remarks.
AP Reporting Process CH-AP04 Legal requirement all payment transactions Design a new report attached in AP module in Customization Report.
need to print out in details in each day with order to print out the daily payment transactions.
Chinese descriptions, debit balance, credit Use DFF to store the payment voucher number
balance, and total from sun-ledger as a which is manual defined by user and required to
supporting document for the payable balance print on the payment transaction report.
reported on Financial statement. Besides the
local government also required to have a
voucher number print out on each daily
payment transaction report.
Other AP Data CH-AP05 Local requirement all bank related informtaion Required to input the bank information in both Standard Funciton
Maintainence Process like cheques, TT instruction letter, and bank-in Chinese and English.
slip documents need to print in Chinese.
Program Management
Project Management Change Management Knowledge Management
¾
Planning & Tracking
¾
Organizational Change
¾
Document Management
Scheduling Management Deliverable Reuse
Budgeting & Financials Executive Alignment Management Reporting
Vendor Management Issue Management Test Case Management
Project Rollups Risk Management Knowledge Transfer
Dependency Management Change Control
Requirements Management
Collaboration
Quality
¾ ¾ ¾
PMO Tools PMO Processes PMO Competencies
PMO
R12 Perspective
R12
Preparing for an Oracle R12 Upgrade
Oracle R12 HRMS Recruit to Pay
Oracle R12 HRMS - Implement Oracle HR
Incorporating Localizations into an Oracle Footprint
Expediting Month End Close with Oracle R12
Documentation and Compliance with Oracle Tutor & UPK
Oracle's Discrete Manufacturing Process
Oracle R12 Financials New Features
Oracle R12 Supply Chain New Features
BUSINESS INTELLIGENCE
OBIEE for Administrators
OBIEE for End Users
Reporting Options for Oracle E-Business Suite
ORACLE 11g
Oracle 11g Real Application Clusters Administration
ORACLE 10g
Oracle 10g Database Administration
www.itconvergence.com/workshops
© IT Convergence 2010 All rights reserved.
Planning for R12