Oracle R 12 - E - Business Essentials

Oracle R 12 E- Business
Essentials
It provides functional foundation to any
E-BS fundamental course.
It covers major components of R 12 E-BS
architecture and SWAN user interface.
E-BS is fully integrated, comprehensive
suite of business applications for the
enterprise.
Major topics are shared entities,
integration, Flex-field, Multi org. access
control, workflow, alerts, sys. Admn. And
Business Intelligence.

1
Essentials
Accessing and navigating using SWAN user
interface. SWAN is a sub-class of Browser Look
And Feel (BLAF).
Form based apps are optimized for a large
volume of transactions AND HTML based apps
are optimized for ease of first time use.
Oracle apps FORM is a users interface to
business data stored in the database. We
navigate between and within forms to enter
and access information from the database.

2
Essentials
Other Sources

Meta-link: For Service Request (SR), bug
and patches.
Apps world: Hands-on learning
environment.
Apps Net: On line community for users
and implementers.
Oracle Technology Network (OTN):
Comprehensive technical resource.
3
Essentials
Oracle Apps Security

4
User Name Responsibility
Apps
Functions
Reports
Data
Essentials
Oracle Apps Security contd

It is based on Oracle Apps user name.

Responsibility is a level of authority in
E-BS.

5
Essentials
Oracle Apps Security contd

6
Responsibility Specific Apps
Ledger
Organization
Restricted
list of
windows
Restricted
list of
functions
Reports
Essentials
Misc topics
We can put an end date for the records
which can not be deleted.
A field that has predefined list of valid
values displays an LOV icon.
Error Message:
7
Oracle Form
FRM
Oracle Database
ORA
Oracle Application
APP
Essentials
Concurrent Processing
It is a non-interactive, data dependent and
does not interfere the task.

8
Standard Request Submission (SRS)
Use SRS
interface
View on-
line output
View log
information
Schedule
reports &
programs
Essentials
E-BS Architecture
It is engineered to work as an
integrated system on a common IT
infrastructure. It is integrated yet
modular.

9
E-BS Advantages
Automate
internal business
process
Extend
automation &
collaborate with
trading partner
Drive continuous
improvement
with real time
intelligence
Essentials
E-BS Architecture Business
Architecture
10
Five Principles
Modern
Foundation
Complete 360
degree view of
a company
End to end
integration
Global
multiple
language,
currency, etc.
Rapid
implementation
Essentials
E-BS Architecture Technical
Architecture
11
Four Modes
Form
Based -
Java
Self Service

infrequent
users
HTML/Java
script
BI for
senior
executives

HTML/Java
script
Mobile
for sales
rep., etc
HTML/Java
Script
Essentials
Tier
It is a logical grouping of services,
spread across more than one physical
machine.

12
Desktop /
Client Tier
User interface
Internet
Application
Tier
Application
Logic
Database Tier
App data &
database logic
Apps Server
Essentials
Application Tier
Web server
Form Server
Report Server
Discoverer Server
Concurrent processing server
Admn Server
Upgrade oracle apps
Applying database patches
Maintaining oracle apps data

13
Essentials
Database Tier

Contains oracle data server files and
oracle apps database executables.
Storage, retrieval and management of
data.

14
Essentials
Oracle Application Technical Layer (OATL)

It is an integrated collection of components used by all
Oracle apps modules.
Components are:
Application DBA
App Object Library
Apps Utilities
Common modules
Workflow
Alert
OA Framework
Oracle XML Publishers

15
Essentials
Oracle Application Manager
It is a key sys admn tool which manages
and monitors Oracle apps system from an
HTML based central control console.
Tasks:
Configure and administer the system
Diagnose and correct the problem
Manage patches
Monitor and tune performance
Monitor system security

16
Essentials
Rapid Installation

Components:
Oracle database
Appl technology stack
Oracle apps file system

17
Essentials
Shared Entities

Features:
One time definition of an object
Use of that product across several
products
Owned by a single product for table
purpose only

18
Essentials
Appl Object Library (AOL) and Ledger

AOL is a robust infrastructure for
security, application administration and
configuration.
Ledger provides means to collect and
quantify financial data.
19
Essentials
Key Business Flows
Forecast to Plan
P 2 P
Demand to Build
Campaign to Order
Click to Order
O 2 C
Contract to Renewal
Request to Resolution
Project to Profit
People to Paycheck
Plan to Replenish
Benefits to Payroll
20
Essentials
Fundamentals of System Administration
Layers of access control with Oracle user
management.

Each layer adds an increasing level of
administrative flexibility and scalability.
21
Self service
& Approvals
Registration
Process
Delegated Administration
Role based access
Data Security
Function Security
Essentials
System Administration contd..
Self Service & Approvals:
Obtains new user account or
Request additional access to the
system
Reset password
22
Essentials
Function Security:
Defines applications
Defines data groups
Creates responsibilities and users
System administrator manages security by creating user
sign-on and assigning them to one or more responsibilities.
Defining an application:

23
Appl name
Appl short
name
Appl base
path
Appl
description
Essentials
Data group:
It is a collection of pairing of an application with an
Oracle ID.
It automatically supports concurrent processing and
cross application reporting.
An application can be listed only once in a data group.
An Oracle ID can be paired with more than one
applications.
AOL owns database tables.
We can control relationship among application, forms
and programs by defining a data group.
24
Essentials
Components of Responsibility:
Required:
Data group Forms and Reports
Menu Forms and Functions.
Optional:
Request Group
Exclusion
Function: A set of executable code available as
a menu option. We can exclude function at any
level.
25
Essentials
Data Security:
Components:
Object: It is a system entity subject to
access control. It usually corresponds to a
table.
Object Instance: It represents all rows in
the database table.
Object instance set: Related set of
instances of an object. Set of rows.
26
Essentials
Data Security privileges: Grants and
Permissions:
It gives additional access control on the data
and the action that can be performed on data.
Grantee can be a group of users, specific user
or all users.
Permission is an approval to perform
operation on an object.
Permissions or grants are access granted to
users through roles.

27
Essentials
Profile Option: Determines how the
application look, feel and operate.
Profile hierarchy type:
Security: Site Appl Responsibility
user
Organization: Site Organization User
Server: Site Server User

Security type is most widely used.

28
Essentials
Standard Request Submission
Elements involved in submitting
request:
Selecting a request or request set
Defining a submission schedule
Providing completion option

29
Essentials
Flex-Field (FF)
It is a configurable field that opens in a
window from a regular Oracle Appl
window.
It enables us to tailor Oracle Appl to
our own business environment.
It structures certain identifier (key FF)
It collects and displays additional
information (Descriptive FF)

30
Essentials
Flex-Field (FF) contd..
Components of FF:
FF Structure
Segments
Values
Value set
Different FF can share same value set.
Different segments of the same FF can use
same value set.

31
Essentials
Value Set: It is defined to control
permitted values for each segment of
the key.

32
Attributes
Name Description
List Type (LOV,
Long LOV, Pop-up
list
Security Type
(No security,
hierarchical, non-
hierarchical)
Essentials
Value set contd.. Types of Value set

Defining value set:
Use existing when possible
Define value set
Define LOV if appropriate

33
No Validation None
Input from previously defined list Independent
Input is checked against subset of values Dependent
Input is checked against values in application table Table
Value set uses FF itself Special
Pair
Translatable independent
Translatable dependent
Essentials
Key FF:
Features:
Builds unique entity identifiers
Function as intelligent keys
Contains meaningful information
Usually consists of multiple segments
Appears as a normal field on a form

34
Essentials
Key FF contd..

Value of segments becomes code
combinations that act as an intelligent
keys for use by Oracle Application.

35
Structure Segments Value set Values
Security
rules
Cross
validation
rules
Essentials
Key FF contd
Key FF qualifiers:
It is a label attached to a particular key FF
segment so that it can be located by the
application requiring its information.
Types of qualifiers:

36
Unique one of
Required must
Global exist as carriers for segment qualifiers
FF qualifiers
identifies particular
segment
Allow Budgeting
Allow Posting
Account type
Segment qualifiers
identifies particular
value in a segment
Essentials
Descriptive FF:
Features:
Optional
Appears as a field enclosed within brackets
Collects and displays additional information
Components:
Global segment
Context sensitive segment
Reference field field on existing window
Context field this field allows the user to
manually select different context.

37
Essentials
Misc. topics:
Allow dynamic insertion: we can enter new code
combination
Cross validation rules: Prevent combinations of
segment values that are illogical or that should
not be allowed.
Value set security: specify who should use
particular segment values. Define the rules and
associate it with appropriate responsibility.
Shorthand aliases: enable user to enter data
faster and more easily. It is a label for a
particular combination of key FF segment
values.
38
Essentials
Multi Org. Access Control (MOAC)
It is a server based (application /
database) enhancement of Oracle
Application, while keeping transaction data
separate and secure.
User access to multiple OU is called MOAC.
MOAC allows companies to gain
processing efficiencies because user can
more easily access, process and report on
data across multiple OU from a single
responsibility without affecting
corresponding data security or system
performance.
39
Essentials
Multi Org. Access Control (MOAC) contd..
Benefits of MOAC:
Support multiple business units with
different ledger
Sell & ship from different LE
Procure & receive from different LE
Secure access to data by line of business
Define different organization levels
Produce reports across entities or within
single entity
40
Essentials
Tasks in MOAC without changing
responsibility:
Enter payable invoice
View consolidates requisition
Perform collection
Process receiving and drop shipments
Customer data management
Accounting set up
41
Essentials

42
Business Group (BG)
Ledger
Legal Entity (LE)
Operating Unit (OU)
Inventory
Organization (IO)
Essentials

43
Partitions HR information and purchasing approval
hierarchy
One BG is a must
BG
It is a financial reporting entity
It is a single repository of financial transactions
Ledger
Legal company for which we prepare fiscal or tax
reports
Legal reporting entity
LE
It is a rule based accounting engine that centralizes
accounting for oracle EBS
It maintains full link between transaction and
accounting data, allowing powerful reconciliation
and auditing capabilities
SLA
Essentials

44
Autonomous business unit in an organization that
has a business need to secure transaction data, set
up and seed data
OU is linked to responsibility by using profile option
MO:OU profile option
OU
For which we prepare B/S, represented as a
balancing segment
There can be multiple BE within an OU
Define security rules for access control
Balancing
Entity
Track inventory transactions and balances
Functions covered are Inventory, BOM, Engg., WIP,
MRP, capacity, Purchase, receiving
Multiple ledgers can use the same global item
master organization
IO
Essentials
Steps for adding new OU: It can be
created by HRMS or Accounting set up
manager responsibility.

45
Create new responsibility as necessary and set the MO: OU profile
option
Run replicate seed data concurrent request
Create the OU
Essentials
Security Model: Responsibility is the key
to MO security & reporting. It
determines OU and reporting ability.

46
User Responsibility OU
Essentials
Data security by Application:

Supplier and customer header information
is stored in an un-partitioned table for all
entities within an instance. Sites are stored
by OU.
47
Ledger GL
Ledger & Asset Book FA
BG HRMS
IO Mfg. & Inventory
OU Other Modules
Essentials
Cross organization reporting:

Benefits:
Ability to report across OU for many reports
Simple reporting security set up
Financial reporting across BG
MO reporting application for custom reports
48
Reporting Level
Ledger
GRE/LE
OU
Reporting Context
Ledger names
GRE/LE names
OU names
Essentials
MO preferences: user level preferences
49
Set default OU specific to that user
Identify a subject of OU to access
Specify user level preference
Essentials
Fundamentals of workflow and alerts
Features of workflow:
It delivers a complete business process
definition, automation and integration solution.
Routing information of any type according to
user defined business rules.
Automates and streamlines business process
within and beyond enterprise.
Workflow process definition must be saved to
the same database as the workflow engine.
It focuses on managing business process and
not individual transaction.
It captures exceptions and take action.
50
Essentials
Work list web page:
Lists open notifications
View notification details
Respond to notification
Notification work list:
View all open notifications
View all FYI notifications
View all TO DO notifications
View all notifications
Reassign notifications

51
Essentials
Business event system:
Workflow supports e-Business integration
workflows through the Business Event
System (subscription based processing).

Event subscription is a registration
indicating that an even is significant to a
system. It can be defined in Event Manager.
52
Essentials
Alerts:
Alerts monitor our database information and
notify us when the condition that we have
specified is found.
To find out important or unusual activity in
our database.

An exception is a specified condition found
during an alert check.

53
Notifies as soon as event occurs
Event Alert
Checks database as per defined schedule
Periodic Alert
Essentials
Action types for an Alert:
Send an e-mail message
Submit concurrent program request
Run SQL statement script
Run operating system script
Action Levels:
Detail
Summary
No exception
54
Essentials
Difference between workflow and alert:

55
Alert
Run on insert, update
or concurrent
request
Limited conditional
logic
Limited predefined
frequencies
Workflow
Run on potentially
any action,
concurrent request
Any conditional logic
Almost any
frequency
Essentials
Oracle Daily Business Intelligence (DBI)
It is an integrated out-of-the-box reporting
and analysis application that enables senior
managers and executives to see relevant,
accurate and timely information using self
service dashboard.
DBI provides planning, execution and
reporting capabilities to optimize business
performance.
Fusion intelligence:
It is a set of new application products.
56
Essentials
Need of DBI:
Cost control
Changing market
Information availability
Increased accountability
Emphasis on corporate governance
57
Essentials
DBI Report components:
Region:
Table
Graph
Parameter
KPI
Link
Common Parameters:
Date, period type, compare to, primary
dimension (one per page), currency

58
Essentials
Features of Fusion Intelligence:
Embedded dashboard
Guided drill down
Integrated security
Guided navigation and action links

59

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