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 What‟s 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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Oracle. Oracle & Google Confidential . All rights reserved.New Look ‘Login’ Copyright ©207.

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Oracle.New Designs ‘html’ Copyright ©207. Oracle & Google Confidential . All rights reserved.

Oracle. and access across operating units Copyright ©207. All rights reserved. Oracle & Google Confidential .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. Collections. reporting. Purchasing. HR Increase the efficiency of shared services and single database operations with streamlined 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. All rights reserved.R12 Global Financial Mgmt: Multi-Org Access Increase the efficiency of shared services and single database operations with streamlined ACCESS. processing. Oracle & Google Confidential . Oracle. not just your OU Copyright ©207.

g.R12 Global Financial Mgmt Subledger Acctg Increase the efficiency of shared services and single database operations with streamlined access. and reporting across operating units • Ensure both corporate Ledger A Single subledger transaction (e. PROCESSING. Oracle. Oracle & Google Confidential . All rights reserved. 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 Copyright ©207. invoice.

R12 XML… for All Business Documents Copyright ©207. Oracle & Google Confidential . Oracle. All rights reserved.

Other Supply) • Customer Acceptance.R12 Order Mgmt / Shipping Execution New Features • Multi-Organization Access Control • Enhanced Inventory Reservations (Acceptable Quality. POs. All rights reserved. Oracle & Google Confidential . Work Orders. 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 Copyright ©207. Fair Share. Oracle.

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Kit Copyright ©207. ATO / PTO Model. • 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. All rights reserved.R12 OM Order Information Portal • A way for customer to let you know they‟ve „accepted‟ the goods and services you have sold them. Oracle. Oracle & Google Confidential . Service.

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Receiving Bills of Material. Credit Mgmt Warehouse Mgmt Transportation Order Management Credit Check Invoice. Pack & Ship Front Office Activity Trade Management Demantra Inventory. Sales Contracts TeleSales Field Service. Depot Repair Install Base. Payment Engines iStore Quoting. Margin Check Configure ATP / GTP Schedule Advanced Planning Purchasing. TeleService Service Contracts Price. Credit Memo Track & Deliver Pick. Configurator MFG/WIP Project Mfg Receivables. Costing Back Office Activity .Order Management EBS Integration Incentive Compensation Advanced Pricing eTax.

Costing Back Office Activity . RMA Rcv Schedule ATO/PTO.Charge Invoice.Ext Service Pick. Sales Contracts TeleSales Field Service. Payment Engines iStore Quoting.Orders Order Management Credit Check Work Order Project Order History. Rules Quote. Receiving Bills of Material. TeleService Service Contracts Cart2Order & Track Demand2Promise Advanced Planning Purchasing. Configurator MFG/WIP Project Mfg Receivables. Credit Memo Track & Deliver Invoice.Order.Inquiry RMAs. Pack & Ship Pick.Order Management EBS Integration Incentive Compensation Advanced Pricing eTax.Back2Back.Charges. Margin Check Configure ATP / GTP Drop Ship. Depot Repair Install Base.Rate Front Office Activity Trade Management Demantra Inventory.Credits.Order.Expr Warranty. Credit Mgmt Warehouse Mgmt Transportation Quote2Order/Ts&Cs Price.

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

• Price Books • Support TCA Party Hierarchy • Support Hierarchical Product Categories Copyright ©207. but a quantity of 100.1 would be eligible for the second price break range (100-200). All rights reserved. Oracle & Google Confidential .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. Oracle. A quantity of 100 is eligible for the first price break range (0-100).

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5. Oracle.9 Copyright ©207.Introduced 11. All rights reserved. Oracle & Google Confidential .

9 Copyright ©207. Oracle & Google Confidential . Oracle. All rights reserved.Introduced 11.5.

5.Introduced 11.9 Copyright ©207. Oracle & Google Confidential . Oracle. All rights reserved.

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

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 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 Copyright ©207. Oracle & Google Confidential .R12 Advanced Pricing New Features TCA Party & Item Hierarchy • Support for the party relationship structure provided by Oracle‟s Trading Community Architecture. Oracle. All rights reserved.

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Oracle & Google Confidential . Oracle. All rights reserved.Trading Community Architecture Copyright ©207.

Trading Community Architecture Copyright ©207. Oracle & Google Confidential . All rights reserved. Oracle.

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

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

All rights reserved.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 Copyright ©207. Oracle. Oracle & Google Confidential Contract Renewal Enhancements .

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

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

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