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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 Whats 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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New Look Login

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New Look Forms

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New Forms Replacements

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New Designs html

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R12 Global Financial Management

Drive
Shared
Shared Service
Single
Global
Center Database
Services
with R12
Financial
Management
Initiatives Org 1 Org 2 Org 3

Examples: Payables, Purchasing, Collections, HR

Increase the efficiency of shared services and single database operations


with streamlined processing, reporting, and access across operating units

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R12 Global Financial Mgmt:
Multi-Org Access
Increase the efficiency of shared services and single database operations
with streamlined ACCESS, processing, and reporting across operating units

Belgium Holland Denmark


Perform multiple Legal Entity Legal Entity Legal Entity
tasks across
operating units (OUs)
without changing Belgium Holland Denmark
responsibilities Operating Unit
Operating Unit Operating Unit

Single Responsibility

Define and manage OUs from a central location


View and manage customers across OUs
For Example: Enter and pay invoices across OUs
Receive goods across any OU
Negotiate with suppliers for your enterprise, not just your OU

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R12 Global Financial Mgmt
Subledger Acctg
Increase the efficiency of shared services and single database operations
with streamlined access, PROCESSING, and reporting across operating units

Ensure both corporate


Ledger A visibility and local
compliance by automatically
US GAAP
US COA creating accounting for all
US Calendar legal entities
Single subledger USD Dr Cr Simplify inter-account
transaction (e.g. reconciliation for key
invoice, payment) business flows such
Subledger
can create multiple Transaction as procure-to-pay or
Ledger B
accounting entries order-to-cash
French GAAP/IAS
Plan Comptable Streamline reporting and
French Calendar inquiries by leveraging a
EUR common and consistent
data model across all
subledger applications

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R12 XML for All Business Documents

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R12 Order Mgmt / Shipping Execution
New Features
Multi-Organization Access Control
Enhanced Inventory Reservations (Acceptable Quality, Fair Share, POs,
Work Orders, Other Supply)
Customer Acceptance, 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

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R12 OM Order Information Portal
A way for customer to let you know theyve accepted
the goods and services you have sold them.

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, Service, ATO /


PTO Model, Kit

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Order Management EBS Integration
Incentive Advanced eTax, Payment
Compensation Pricing Engines

Advanced
iStore
Price, Planning
ATP / GTP
Quoting, Margin Purchasing,
Sales Contracts Check Schedule Receiving
Bills of Material,
TeleSales Con-
figure
Order Credit
Configurator
Field Service, Management Check MFG/WIP
Depot Repair Project Mfg
Invoice,
Install Base, Credit Receivables,
TeleService Memo Pick, Pack Credit Mgmt
Track & & Ship
Service Deliver Warehouse Mgmt
Contracts Transportation

Front Trade Inventory, Back


Demantra
Office Management Costing Office
Activity Activity
Order Management EBS Integration
Incentive Advanced eTax, Payment
Compensation Pricing Engines

Advanced
iStore Cart2Order & Track Demand2Promise
Planning
Price, ATP / GTP
Quoting, Purchasing,
Quote2Order/Ts&Cs Margin Drop Ship, RMA Rcv
Sales Contracts Receiving
Check Schedule
Bills of Material,
TeleSales Quote,Order,Inquiry ATO/PTO, Rules
Configurator
Con-
figure
Order Credit
Field Service, Work Order MFG/WIP
Depot Repair
RMAs,Charges,Orders
Management Check Project Order Project Mfg
Install Base, History,Order,Charge
Invoice, Receivables,
Invoice,Credits,Expr
TeleService Credit Credit Mgmt
Memo Pick, Pack
Service Warranty,Ext Service Track & & Ship Pick,Back2Back,Rate
Warehouse Mgmt
Contracts Deliver Transportation

Front Back
Office Trade Inventory, Office
Demantra Activity
Activity Management Costing
R12 Product Configurator
New Features

R12
Pain Point Benefit
Provides
x Extensible Product PLM User- PLM Attributes can be utilized in
Data attributes
Defined Configurator
disconnected from
Configurator Attributes Leverages customers
development Import investments in both products

Improved Configurator instance


x No way to copy
Model management flexibility
Models between
instances Migration Reduced manual maintenance
and time-to-market
Increased UI creation flexibility
x Cumbersome Java Server Adherence to look-and-feel
custom UI Pages (JSP) guidelines
development Tag Library Allowance for 3rd-party UI
development tools

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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. A quantity of 100 is eligible for the first price break range
(0-100), but a quantity of 100.1 would be eligible for the second price
break range (100-200).
Price Books
Support TCA Party Hierarchy
Support Hierarchical Product Categories

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MOAC

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Introduced 11.5.9

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Introduced 11.5.9

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Introduced 11.5.9

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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

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R12 Advanced Pricing New Features
TCA Party & Item Hierarchy
Support for the party relationship structure provided by
Oracles Trading Community Architecture.
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

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Trading Community Architecture

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Trading Community Architecture

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Trading Community Architecture

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Trading Community Architecture

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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
Daily Recognition Partial Period Billing
Split Period Recognition Rules Partial Period Revenue Recognition

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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

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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
Contract Renewal Enhancements
Renewal Negotiation Lifecycle Management
New Defaulting Rules for Renewal Management
Administrator Workbench
Improvements to Online Renewal Portal UI
Enhanced Communication Templates
Flexible Approval Rules

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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

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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

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Thank You

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