ERP and Oracle E-Business Suite Concepts | Enterprise Resource Planning | Oracle Database

ERP and Oracle E-Business Suite Concepts

ERP Definition
• ERP stands for “Enterprise Resource Planning” • ERP is a comprehensive software package • ERP systems typically include the following characteristics:
– An integrated system that operates in real time (or next to real time), without relying on periodic updates. – A common database, which supports all applications. – A consistent look and feel throughout each module. – Installation of the system without elaborate application/data integration by the Information Technology (IT) department

ERP Functional/Technical Components
• • • • • • • • Finance/Accounting Human Resources Manufacturing Supply Chain Management (SCM) Project Management Customer Relationship Management (CRM) Data Services Access Control (User and Role Management)

Generic ERP Tools • • • • User Interface (Forms) Reports Database Web Server/ Applications Server (for Web Enabled/based ERP’s) .

ERP Features • • • • • • • • • • Independent of Operating System Independent of Database System Process End-to-End business Information Modularity Integration between modules Interfacing capabilities with external file and business applications Integration with Online Analytical process systems (OLAP) Web based Support Multi-Currency transactions Open to Customization and Localization (Native country implementation .

Commercial Full Fledged ERP’s • • • • • Oracle E-Business Suite (from Oracle Corp) Peoplesoft (from Oracle Corp) JD Edwards (from Oracle Corp) SAP (from SAP Labs) Ramco Marshall (from Ramco Systems) .

Industry/Vertical ERP’s • • • • • • Siebel CRM Reatek Hyperion Flex-Cube Tally Accounting Package Sage Accounting Package .

Benefits of Oracle E-Business Suite • Available in 30 languages • Supports multiple currencies • Supports flexible management of business processes • Has single database model for entire business data • Supports statutory and customary local requirements • Is built on open standards • Collaborates with trading partners (customer.) . dealers.. wholesalers etc. suppliers.

Oracle E-business Suite Product Families .

Important Modules in Product Families • Financials • General Ledger • Receivables • Cash Management • Fixed Assets • Payables • Sub Ledger Accounting HRMS • HR • Payroll • Time and Labor • Oracle Learning Management • Advanced Benefits Manufacturing – Process Manufacturing • OPM Costing • Process Execution • Product Development • E-Records • OPM Quality – Discrete Manufacturing • Bills of Material • Costing • Quality • Work in process • Engineering • • .

Important Modules in Product Families • Projects • Project Costing • Project Billing • Project Manufacturing • Project Resource Management • Project Management CRM • iStore • Service Requests • Contracts • Teleservice • Depot repair • Field Service Administration • System Administration • Application Object Library • Alerts • Workflow • • .

Important Modules in Product Families • Sales and Marketing • Order Management • Pricing • Shipping • Release management • Procurement • Purchasing • iProcurement • Sourcing • iSupplier .

Oracle E-business Architecture .

It supports and manages various Applications components. . This tier is mainly involved in capturing and displaying information to the user. laptop or mobile devices like PDAs. This tier could consist of a desktop computer. It supports and manages the Oracle database. and is sometimes known as the middle tier. and so on. • Application tier: This tier is responsible for holding all the application logic. • Database tier: This tier is responsible for storing and retrieving the application data.Oracle E-Business Architecture • Desktop/Client tier: This tier provides the user interface.

. and the use of that object across several modules/products/applications. but can be referenced where ever needed. • Shared entities are owned by one module from the definition standpoint.Shared Entities • Shared entities in R12 E-Business Suite enable one time definition of an object.

E-business Suite Shared Entities .

AOL Shared Entities .

Shared Entities Ownership • • • • • • • • • Set of Books Units of Measure Items Suppliers Customers Organizations Locations Sales Force Employees General ledger Inventory Inventory TCA TCA HR HR Sales and Marketing HR .

Major Business Processes .

Procure to Pay (P2P) .

transfer to GL and reconciliation with bank statements. .Procure to Pay (P2P) • Procure to Pay This business flow outlines how a company raises purchase orders for procurement of goods or service and then processes associated invoices for payment.

Order to Cash (O2C) .

shipping of goods. . raising invoices. reconciling bank statements and transferring accounting entries to General Ledger. checking/booking of the items in the inventory.Order to Cash (O2C) • Order to Cash This business flow encompasses activities starting from order entry.

People to Paycheck .

and perform costing and transfer of completed payroll data to the general ledger. request various related reports. perform payroll processing (standard periodic.People to Paycheck • People to Paycheck This business process encompasses activities related to calculation and generation of payroll payments to employees. supplementary. This flow enables users to set up necessary payroll elements and methods for particular employees. and “one-offs” for a single employee). . pay employees by check or direct deposit.

Multi-Org
What Is Multi-Org?
Multi-Org is a server-side (applications and database) enhancement that enables multiple business units in an enterprise to use a single installation of Oracle Applications products while keeping transaction data separate and secure. The Multi-Org enhancement uses native database views to build a security layer on top of a single installation of Oracle Applications. In Oracle Applications Release 12, the following products support MultiOrg capabilities:
• Cash Management • Order Management, Shipping Execution and Release Management • Payables • Property Manager • Projects • Purchasing • Receivables • Sales Compensation • Sales and Marketing • Service

E-business Suite Multi-org Structure
Business Group Legal Entity1 Operating Unit1 Operating Unit2 Legal Entity2 Operating Unit3

E-business Suite Multi-org Structure
Legal Entity1 Operating Unit1 Inventory Org1 Operating Unit2 Inventory Org2

WIP Org1

E-Business Suite Modules Implementation by Modules .

Multi-org Data Security Model .

HR Organization Types • • • • • Business Group Legal Entity Operating Unit Inventory organization WIP organization .

• ROB_. location name. The following are general guidelines for creating Organization Names: Sets of Books where: • SOB_. is a consolidation set of books. • Business Group: BG_ • Human Resources Organization: HR_ • Legal Entity: LE_ • Operating Unit: OU_ . Set of Books. is a reporting set of books when using the Multiple Reporting Currency (MRC) feature. is an operational book that obtains journal entries directly from a subledger system (for example. accounts payable. Operating Unit. Inventory Organization) and it’s unique characteristics like country or currency. and usage. inventory).Organization Naming Conventions • Organization Naming Considerations Multi-Org naming conventions should be used to identify the Oracle Organizations Classification (for example. • COB_.

Fundamentals of System Administration .

Define New Application Login User .

Assigning Responsibilities to Users .

All the database tables of System Administration. Alerts and Workflow modules start with “FND_” prefix… .Tables for User and Responsibility Assignment • User – FND_USER • Responsibility Assignments to User – FND_USER_RESP_GROUPS Where FND stands for foundation. Application object library.

Importance of Responsibilities .

Components of Responsibility .

Components of Responsibility (Defined) • Datagroup : Data group: A data group specifies the Oracle Application • Menu : A menu specifies the forms that a responsibility can display and the functions it can access. . • Request Group : Collection of reports and programs that can be submitted thru a responsibility.

Define a New Responsibility .

Function and Menu security .

all occurrences of that function throughout the responsibility’s menu structure are excluded. we recommend that you use exclusion rules to customize a responsibility in preference to constructing a new menu hierarchy for that responsibility. suppose you want to customize a responsibility to restrict the functionality of a form included in that responsibility. A “full access” responsibility with a menu that includes all the functions in an application is predefined for each Oracle Applications product. • When you exclude a function from a responsibility. all menus and functions that are nested in that menu are also excluded.Function and Menu security Use exclusion rules to configure a responsibility. you can restrict the functionality a responsibility provides by defining rules to exclude specific functions or menus of functions. Some applications may provide additional predefined responsibilities that include a smaller set of functions (that is. • When you exclude a menu item from a responsibility. For example. fewer forms and subfunctions). As a System Administrator. In fact. . You can exclude functions at any level.

.Profile Options • Profile options control the behavior/access levels for the different features and functionalities available from the Oracle Ebusiness suite.

Profile option setting levels • • • • Site Application Responsibility User .

Profile Option Execution Hierarchy .

Profile Option Tables • Profile option definitions : FND_PROFILE_OPTIONS • Profile Option values : FND_PROFILE_OPTION_VALUES .

the execution is handled by the background processing engine called “Concurrent Manager” • Concurrent manager handles/executes multiple report/program processing requests by default in a first come-first serve basis. • For all the Report and program requests submitted thru the “Standard Request Submission”.Request processing in Oracle Ebusiness Suite • Tasks in Oracle E-business suite are broadly categorized as online/immediate and offline/background processing tasks. .

functions) owned by Apps Schema.R12 Oracle Database Model • Every Product/Module/Application uses a different schema. • All code objects (triggers. • The password of Applsys and Apps schema must always be same. • Public synonyms of tables. Alerts and Workflow modules. • Applsys schema holds the tables of Sysadmin. • Applsyspub schema tracks the Application user sessions from the login time to the logout time. views and sequences of all the products owned by Apps schema • All the Front end responsibilities access the R12 database thru Apps schema. AR for Receivables. • Every module/product has a two corresponding tablespaces one user tablespace and another index tablespace. Views and Sequences in the product specific schema. else the important services/processes like Concurrent Managers etc will not function. AP for Payables) • Tables. . (GL for General ledger. packages. procedures. AOL.

• Types of Flexfields – Key Flexfield – Descriptive Flexfield – Range Flexfield .Flexfields • A flexfield is a “Flexible Field” which can capture varying length of information depending on the Organizations requirement.

• DFF is used to capture additional business information that is unique to a business. • By default.Descriptive Flexfield • Appears as short. • DFF are accessed as Pop-up windows. • All DFF’s are owned by AOL module. unnamed text item in majority of forms in Oracle EBS responsibilities. all the DFF items/fields would be disabled. . • All DFF’s are enabled in the AOL Module/Application developer responsibility.

Reports must be customized to publish the output of DFF information.Descriptive Flexfield • DFF information is captured in ATTRIBUTE Prefixed columns. • Oracle EBS provides from a minimum of 7 to a max of 45 attribute columns in majority of tables. • DFF information cannot be shared across forms or modules. • DFF Implementation is optional. . • New/Additional DFF’s can be registered with AOL module. • DFF data is not reported on the Standard reports of Oracle EBS reports.

Type of DFF Data • Global Data Elements • Context Sensitive Data .

• Navigate to the Descriptive Segments form. • Switch responsibility to Application developer responsibility.Enabling DFF • Identify DFF to be enabled from any of the functional responsibilities. • Configure the required attributes. • Freeze and compile the DFF • Access the DFF from functional responsibilities. .

Tables for DFF • FND_DESCRIPTIVE_FLEXS • FND_DESCR_FLEX_COLUMN_USAGES • FND_DESCR_FLEX_CONTEXTS .

. • Verify whether the table has been successfully registered in AOL module. • Register the table with AOL using AD_DD package and its procedures from the APPS schema.Registration of New DFF • Create table “XX_<Table_name>” in any application schema with Attribute category and Attribute 1-n columns. • Create public synonym for the “XX_<Table_name>” table in APPS schema. • Register the DFF in AOL module.

• All standard reports by default supports the reporting of KFF data. • KFF implementation is mandatory. If a KFF is not implemented. • KFF’s are also accessed as pop-up windows in the Oracle EBS forms. functionalities or set of integrations will not function properly. certain processes. • KFF’s information is stored in SEGMENT prefixed columns. • KFF information is shared across Forms/Modules and thru reports. • New/Additional KFF’s can be registered with the AOL module.• Key Flexfield appear as normal text items with Labels/boilerplates in Oracle EBS forms. features. Key Flexfields .

Position.Important Key Flexfields by Module • General Ledger . Reporting Attributes .. Territory etc . GL Ledger • Receivables – Sales tax . Grade. . • Inventory – System Item. Item Category. Competency etc… • Assets – Category . Asset Key • In total 35 KFF’s are provided by the Oracle EBS in R12. Location . Stock Locators etc… • HR – Job . Item Catalog. Service Item.Accounting .

.Steps for KFF configuration • Define value sets • Define flexfield structure – Define segments – Assign value sets – Freeze flexfield structure – Compile the flexfield structure • Define values for the value sets.

Tables for the KFF processing • KFF def : • KFF Structure : • KFF segments : FND_ID_FLEXS fnd_id_flex_structures fnd_id_flex_segments .

. • Register the KFF in AOL module. • Create public synonym for the “XX_<Table_name>” table in APPS schema.Registration of New KFF • Create table “XX_<Table_name>” in any application schema with structure_id and segment 1-n columns. • Register the table with AOL using AD_DD package and its procedures from the APPS schema. • Verify whether the table has been successfully registered in AOL module.

. with the validation that higher range values must be equal to or greater than lower range of values.Range Flexfield • Range Flexfield is automatically implemented once the corresponding KFF is implemented. • Range based operations can be performed in the reports and forms using the Range flexfield.

KFF segment or a concurrent program parameter. • Components of a value set: – Value set name – Length/ Maximum Size – Format/Data type – Validation type – Values . • A value set can be associated with DFF attribute.Value Set • Value set is “set of values”.

Value Set – Format/Data Types • • • • • • • Char Date Number Date Time Time Standard Date time Standard Date .

Supported Values for the Data/Format types • CHAR Numeric. Alphabetic. Alpha Numeric values • NUMBER Numeric • DATE/TIME Date and Time values .

Value Set Validation Types • • • • • • • • Independent Dependent Table Special Pair None Translatable Independent Translatable Dependent .

Tables for Value sets • FND_FLEX_VALUE_SETS (for value set definitions) • FND_FLEX_VALUES (stores the values for the value sets) .

Form Registration Process • Design or Copy a .fmx file and rename it to 8 character filename. • Assign responsibility to a user. . • Assign menu to a responsibility. • Register form executable with Application Developer responsibility. • Create/define form function based on the form executable in Application developer responsibility. • Assign form function to a menu.

check box. .Type of Functions • Form Function The complete form with all its items. radio options) can be separately registered as Sub functions. field. • Sub-Function Every item in the form (button. Subfunctions can be secured thru the function security feature in Oracle EBS.

Tables for the Forms Registration Process • FORM Executable Registration – FND_FORM • FORM Function – FND_FORM_FUNCTIONS • MENU – FND_MENUS – FND_MENU_ENTRIES .

Forms Access in Oracle EBS • USER  Responsibility  Menu  Form Function  Form  Form Executable (.fmx FILE) .

. • Verify whether the table has been successfully registered in AOL module.Oracle EBS Table Registration Process • Create table “XX_<Table_name>” in any application schema • Create public synonym for the “XX_<Table_name>” table in APPS schema. • Register the table with AOL using AD_DD package and its procedures from the APPS schema.

Delete table .Register column .Update Primary key .Delete column .Register primary key .Delete primary key • Only Tables and columns can be registered using AD_DD package.Register table .Using AD_DD package • Following tasks can be performed using AD_DD package: . .

Database Objects to registered with AOL • • • • Tables Views Sequences Indexes .

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