Oracle EBS Training

Version: Oracle E-Business Suite (EBS) v12.2.X or latest version

No of Trainee: 15 for each course

Date: Before Jun 2021

Objective: Training will equip participants with the functional, technical and administrative
knowledge of Oracle EBS and coverage of the Delta between old and the upgraded version of
Oracle E-Business Suite development trainings, functional courses, upgrades, and
configuration. Specifically, among the technical upgrades, this course will cover:
• Architecture of R12.2
• Difference between R12.2 & R12.1
• File system in R12.2
• Edition based redefinition.
• FMW concepts
• Online patching

Medium: Remote online (mention the platform to be used)

Modules: Oracle EBS namely Financials Payables, Receivables, General Ledger, Cash
Management, HRMS, Payroll, Order Management, Inventory, Subledger Accounting, etc.

We would like to get training modules divided into four sections:

1. Oracle EBS R12 Financial Trainings

a. Account Payables
b. Account Receivables
c. General Ledger
d. IBY:Payments
e. Cash Management
2. EBS R12 Order Management
a. Purchase Order
b. Fix Asset
c. iExpense
3. EBS R12 HRMS Payroll
a. Order Entry
b. Inventory Control
c. iSetup
4. EBS Tax Training
a. Ebiz Tax

Training should also include concepts, demonstrations and hands-on practice of the
following modules:

AP: Accounts Payable

Oracle payables offers the set up and the use of Oracle Payables to achieve the accounts
payable process. This course should teach participants to make and manage suppliers and
supplier bank accounts, process individual and recurring invoices, match invoices to purchase
orders or receipts, use multiple distribution methods, and process many types of payments.
Other topics involved in the course cover how Payables assimilates with other Oracle
Applications, how to introduce invoices or employee expense reports, and the usage of invoice
approval.

AR: Accounts Receivable

Participants should learn netSuite accounts receivable (AR) processes and tasks. In this training
class, participants should learn AR process step-by-step along with recommended tips, best
practices, and key points to effectively use NetSuite.

GL: General Ledger

Participants should learn NetSuite General Ledger (GL) processes and tasks as well as step-by-
step GL processes, along with recommended tips, best practices and key points to make sure
they are able to use NetSuite most effectively.

IBY: Payments
Training should cover Payment process requests (payment batches), XML payment templates
including how to create, modify or customize a template, and general payment issues.

CE: Cash Management

Oracle Cash Management is an enterprise-wide solution for managing liquidity and controlling
cash. Participants should learn to quickly analyze cash requirements and currency exposures,
ensuring liquidity and optimal use of cash resources. Participants will also learn how Cash
Management uses Oracle Subledger Accounting to generate accounting entries. Cashing pools,
generating cash positions and cash forecasts to manage their cash cycles should also be
taught.

PO: Purchase Order

The R12.x Oracle purchasing Fundamental’s training course should provide an overview on
how to set up and use R12.x Oracle Purchasing to manage the purchasing process. This
training course should provide a detailed description on how to manage items, suppliers,
requisitions, purchase orders, request for quotations and receipts along with knowing out how to
apply record security, steering and endorsement strategies. It should also guide participants on
computerizing the order creation process.

FA: Fix Asset

Participants should be able to: identify the key implementation issues regarding Oracle Asset
Management fundamental topics, describe the overall asset management process from setup
through asset data flow to the general ledger, describe the Oracle Assets setup steps,
understand fundamental concepts and implement various elements of Oracle Asset
Management, implement oracle assets, set up asset books, explain the asset management
process, plan an asset management implementation, set up mass asset additions, set up
depreciation and tax accounting. Participants should also learn how to explain the mass
additions process and how to add Construction-in-Process assets manually, via mass additions
and through Capital Projects.

iExpenses
This training should cover the understanding the iExpense Report Process which includes:
using Oracle Internet iExpenses, setting up Oracle Internet iExpenses, using the Disconnected
iExpense Report Process, configuring and testing the Microsoft Excel iExpense Template,
establishing Credit Card Programs, describing Credit Card Transactions Accounting,
understanding the Approval Process, Setup and Process Taxes and the use of Audit
Automation.

HRMS: Human Resource Management

The course on R12.x Oracle HRMS Learning Management Fundamentals should provide a
complete overture to the execution of Oracle Learning Management. Participants should be able
to make themselves acquainted with what decisions they must make before they set up
flexfields, establish catalog structures, conference servers, and configure options. Participants
should be able to manage all features of learning management, from content and catalog
hierarchies to enrollments, etc. Participants should learn to organize instructor-led classes and
enrollments through a system of enrollment and class statuses. This training should teach
participants how OLM employs instructor and learner workflow notifications and competencies.

OE: Order Entry

Participants should learn about the basic order capture and order fulfillment flows that Oracle
Order Management facilitates. Participants should know how to perform setup steps, including
transaction type, document sequence, order import, and hold setup, that enable these flows.
After completing this course, participants should learn how to perform required Oracle
Receivables setup steps, including how to create customers, payment terms, and territories,
and how to define credit checking.

IC: Inventory Control

This course should focus on the logical flow of the processes involved in inventory
management. For example, participants should review defining items, receiving items, issuing
items and replenishing items in the same order. The practices in this course should provide
hands-on experience using Oracle Inventory to perform many of the processing and inquiry
transactions. These transactions include receiving, moving, replenishing inventory items.

iSetup
This training should cover Product Overview, iSetup Migrator Usage, iSetup Reporting
Features, iSetup Configuration, Setup Manager Overview, Additional Resources and
Troubleshooting Tips.

Oracle Ebiz Tax

This R12.2 Oracle E-Business Tax Fundamentals training should be designed for customers
who have implemented Oracle E-Business Suite Release 12 or Oracle E-Business Suite 12.1.
Participants should learn about the new features of Oracle E-Business Tax, while setting up a
tax model and applying that tax to a transaction using the Oracle Tax Simulator and other E-
Business suite applications.

In addition to the domains listed above, this training should mostly look at the Delta between the
old and new version 12.2.x and will cover all the new features of the 12.2.x version.
Other requirements

• Must provide training using the most recent version of software available.
• List of training material will be provided to each student as part of the training delivery.
Content in the material should be referenced during the course and usable as reference
sourcing after the training (as take away as part of the course).
• Identify certifications, if any, received after successful completion of the course
• If certification is applicable but not received on successful completion of the course,
identify the process and cost to obtain certification.
• Identify if the course is accredited to the vendor or if the vendor is a reseller of the
course.
• If the course is not accredited to the vendor, the following information is required:
o Vendor experience in delivering the course.
o Instructors’ knowledge / background / qualifications / certifications /
accreditations
o Value added (modifications) to the course by the vendor - if any.
• Proof of authorized vendor.
• Identify prerequisites for courses.
• Pricing based on in class and online.

Trainer skills Required:

• Demonstrates subject matter expertise

• Describes achievements, relevant experience, credentials and qualifications.
• Demonstrates classroom delivery/facilitation experience and/or other relevant
experience in the subject area
• Provides examples of similar work assignments or practical work experience
• Uses variety of presentation strategies
• Demonstrated process facilitation skills
• Demonstrated understanding of adult education principles
• Creating and using course materials to support learning objectives