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					    Introduction to Business
                  Processes
                in Oracle Applications




1
Objectives

     Understanding Business Processes
     Getting started with Oracle Applications




2
Agenda

     Supply Chain Management
        –   Supply Chain Management - Processes
        –   Supply Chain Management - Entities
        –   Supply Chain Management - Cycles Overview
        –   Oracle Solution for SCM Cycles
     Customer relationship Management
     Financials
     Getting Started with oracle Applications
        – Modelling Enterprise in Oracle Applications




3
4
                                                                         Marketing


                                                                            Sales


                                                                           Service

                                                                     Strategic Enterprise
                                                                         Management
                                                                                                                    Oracle E-Business Suite




                                                                        Supply Chain


                                                                    Internet Procurement



    eBusiness Platform
                                                                                            Business Intelligence




                                                                          Financials


                                                                      Human resources
                         Common Application Architecture & Schema




                                                                          Projects


                                                                     Travel Management
    Supply Chain Management (SCM)




5
What is Supply Chain Management?

     A supply chain is a network of supplier, manufacturing, assembly,
      distribution, and logistics facilities that perform the functions of
      procurement of materials, transformation of these materials into
      intermediate and finished products, and the distribution of these products
      to customers.
     Supply chain management (SCM) is a systematic approach to manage the
      entire flow of information, materials, and services from raw material
      suppliers through factories and warehouses to the end customer.
     Supply Chain Management is the management of the entire value-added
      chain, from the supplier to manufacturer right through to the retailer and
      the final customer.
     SCM has three primary goals: Reduce inventory, increase the transaction
      speed by exchanging data in real-time, and increase sales by implementing
      customer requirements more efficiently.


6
Supply Chain Management Processes
             Create a network for receiving defective                        Developing new products is the starting
             and excess products back from                                   point of a supply-chain cycle where
             customers and supporting customers                              Product specifications are created.
             who have problems with delivered
             products.
                                                                                                 Marketing and Sales generates demand
                                                                                                 for the Product by publicizing its
    Coordinate the receipt of orders                               Develop                       features and how it would address
    from customers, develop a network                  Service &
                                                                                                 customer priorities. In the process,
    of warehouses, pick carriers to get                Maintain              Market              Marketing also gets customer feedback
    products to customers and set up an
                                                                                                 and communicates to Product
    invoicing system to receive payments.
                                                                                                 development group.
                                                   Fulfill
                                                                                 Plan
      Schedule the manufacturing                                                                   Planning is the strategic portion of
      activities necessary for                                                                     SCM. You need a strategy for
                                                   Manufacture
      production, testing, packaging and                              Sell & Manage                managing all the resources that go
      preparation for delivery.                                           Orders                   toward meeting customer demand
                                                               Procure
                                                                                                   for your product or service.


     Choose the suppliers that will deliver the                                         Maintain and manage the customer
     goods and services you need to create your                                         orders, order holds, notes and
     product. Develop a set of pricing, delivery and                                    release the orders to warehouse for
     payment processes with suppliers and create                                        fulfillment based on requested date,
     metrics for monitoring and improving the                                           product availability and customer
     relationships.                                                                     credit limit.

                                  Supply Chain Management Processes Overview
7
Supply Chain Management - Entities

A supply chain is a network
of suppliers, manufacturing,
warehouse, distribution, and
logistics facilities including
                                         Supplier
the customers.




                                                         Manufacturer
                      Customer
Product flow
happens in a supply
chain from supplier
to manufacturer to
distributor to
retailer to
customer where as
cash & information           Retailer                 Production
flow happens in the                                     Facility
reverse direction.                      Distributor

8
Oracle Supply Chain Management Solutions
                                            • Oracle Product
                                            Lifecycle Management
                                                                                 • Telesales
       • Depot Repair                       . Oracle Advanced
                                                                                 • Trade Management
       • Field Service                      product Catalog
                                                                                 • Incentive
       • Install Base                                                            Compensation
       • Service Contracts                                                       • Order Capture
       • Service Fulfillment                                                     • Partners Online
       Manager
                                                       Develop
       • Spares Management                 Service &
                                           Maintain                Market
    • Release Management
    • Shipping Execution                                                            • Advanced Supply
    • Inventory Management                                                          Chain Planning
                                       Fulfill
    WMS                                                               Plan          • Global Order
    • Transportation                                                                Promising
    Execution
                                       Manufacture
                                                          Sell & Manage
       • Cost Management                                      Orders
       • Configure to Order                        Procure
                                                                             • Order
       • Process
                                                                             management
       Manufacturing
                                                                             Advanced Pricing
       • Project
                                                                             • Configurator
       Manufacturing
                                                                             • iStore
       • Quality
       • Work in Process          • Purchasing
                                  • iProcurement

                               Oracle Supply Chain Management Solutions
9
Order & Product Flow

                                                                           Products
                                          Orders
     Order Management                                       Channel A
                                                                         Orders



                                                            Channel B       Customer
             Orders


                                                                        Orders
                         Products    Product     Products
      Manufacturing                                         Channel C
                                    Distribution                           Products
                    Production
     Parts
                    Plans
                                                         Demand
                                                         Forecast
      Part Supply                      Supply Planning              Demand Planning
                         Component
                         Requirement

10
A Typical Supply Chain: IBM Europe PC



                   Warehouse




                                        Port
                   PC Assembly
                      Plant                                                Retailers




    Suppliers      1.2 Million PC/Yr.            13 Transshipment     Country-wide
 (International)     Glasgow U.K.              Points (TPs) in Europe Distribution
                                                                     Centers (DCs)

11
Supply Chain Management - Cycles



                           Supplier

                   Customer Places Order
                       Manufacturer Ships Goods
                                                       Manufacturer
      Customer




       Retailer

                                                  Production
                          Distributor               Facility


12
O2C Cycle
                   Oracle                                                  Oracle
                              Enter                        Review         Advanced
                   Order    Order/Line                   Order Price&
                 Management                                                pricing
                              details                    Adjustments                    Oracle
      Oracle                                                                            Global
     Shipping                                                                            ATP
     Execution                 Oracle
                            Transportation                                    Check
              Ship           Management                                      Availability,
             Confirm                                                         Schedule
                                                                               Order
                              Oracle
                                                                Oracle
                            Mobile Supply
                                                                Order
                               Chain
                                                              Management
                             Application
                                              Oracle
                      Pick                   Shipping                   Book the
       Oracle        Confirm
                                             Execution                   Order
       WMS
                                                Pick
                   Oracle                     Release
                    INV                      the Order

13
P2P Cycle
                                              Oracle
               Oracle                                                        Oracle
                                           iProcurement
              Purchasing                                                    Purchasing
                              Create                       Create RFQ
                             Requisition                    (Optional)

     Oracle
                           Oracle                                                     Oracle
      INV
                           WMS                                                       Purchasing
                             Oracle
         Inspect           Mobile Supply                                      Create Quotation
        & Deliver                                                                (Optional)
                              Chain
                            Application

                                 Oracle                        Oracle
                                  INV                         Purchasing

                                                          Create Purchase
                              Receive
                                                              Order



14
P2M Cycle
                                         Oracle                             Oracle
                                         ASCP              Analyze Plan
                                                             Output
                                                                            ASCP
                             Launch
                            ASCP Plan                           and
                                                           Release Work
                                                               order
     Oracle
     ASCP             Oracle
                                                                  Oracle                Oracle
                   Demand Planner
                                                                  WMS                    WIP
       Do Forecast and
                                                                                    Issue
        setup ASCP
                                                                                Components
            Plan                                                 Oracle       for the Assembly
         Parameters
                                                                  INV
                              Oracle
                               INV                               Oracle
                                                  Oracle         OSFM
                                                   WIP      Process and
                           Complete and                         Move
                         Issue Assy to FGI                 Assembly thru’
                                                           all processing
                                                                steps


15
     Customer relationship management (CRM)



16
Customer relationship management (CRM)
      Customer relationship management (CRM) is a broad term that covers
       concepts used by companies to manage their relationships with customers,
       including the capture, storage and analysis of customer information.
      Oracle’s CRM Suite of Applications try to cater to the mantra of Information-
       Driven CRM by addressing various needs of Organizations. It is designed to
       help organizations.
         – Align marketing, sales and service to overall corporate objectives
         – Drive profit through selling and service effectiveness
         – Maximize collaboration across all customer-facing channels; direct, partner, service
           and ecommerce
      The broad module level divisions offered in Oracle CRM Suite are
         –   Oracle Marketing and Sales
         –   Oracle Customer Service
         –   Oracle Channel Management
         –   Daily Business Intelligence for CRM


17
     Financials



18
Financial Modules

      Oracle Financial comprises of the following main Finance Modules
         –   General Ledger
         –   Accounts Payable
         –   Accounts Receivables
         –   Fixed Assets
         –   Cash Management




19
Oracle Financials Suite


                                                       Inventory
     Purchasing



                                Payables

                  Cash Mgt



 Receivables                                  Assets




                             General Ledger
20
     Order
Financial Modules-Overview
        Oracle General Ledger (GL):
          – The central repository of all financial transactions.
          – At the heart of any accounting system.
          – A tool, for integrating sub-ledger activity, consolidating group-wide accounts and releasing
            statutory/analytical financial reports.
        Accounts Payable (AP)
          –   Payables, an expenditure management tool, used to streamline the procure-to-pay process
          –   Payable used to Manage Suppliers, Manage Disbursements & Manage Payments
          –   Saves money by enforcing various payment policies
          –   Effective integration with Cash Management, Purchasing, General Ledger,Assets & Projects
        Accounts Receivables (AR)
          – An invoicing and collections management application, used to streamlines order-to cash
            process
          – Receivables manages invoicing, tax calculation, receipt application, collections, and revenue
            recognition,
          – Effective Integration with Cash Management, Order Management, General Ledger & Projects




21
Financial Modules-Overview (Contd.).

      Cash Management (CM)
         – CM helps one to effectively manage and control cash cycle of the enterprise in
           order to ensure liquidity and improve profitability.
         – Tool used to Manage the Cash Forecasting and reconciling the bank
           transactions from Receivables, Payables and General Ledger with the Bank
           Statements.
      Fixed Assets (FA)
         – Asset management encompasses three primary activities:
             • Physical Upkeep: Comprises asset location, asset condition and assignment
             • Asset Tracking: Covers the whole gamut from controlling leased, loaned and
               consigned items from acquisition to asset maintenance.
             • Financial: Involves asset value, depreciation and taxation.
         – To maintain and calculate the depreciation to the Assets
         – Integrates with Purchasing, Payables , General Ledger & Projects




22
     Getting Started with Oracle Applications




23
Enterprise Modeling
Business Group: represents the highest level in the organization structure. It secures
human resources information, eg. when you request a list of employees, you see all
employees assigned to the business group of which your organization is a part.




24
Enterprise Modeling
 Ledger: A financial reporting entity that
  uses a particular chart of accounts,
  functional currency, and accounting
  calendar. Oracle General Ledger secures
  transaction information (such as journal
  entries and balances) by set of books.
 Legal Entity: is a legal company for
  which you prepare fiscal or tax reports.
  You assign tax identifiers and other
  legal entity information to this type of
  organization.
 Balancing Entity: This is a segment in
  the Accounting Flexfield structure
  (usually Company segment) at which all
  accounting entries must balance.
  Each legal entity can have one or more balancing entities.
  You can use Flexfield Value Security rules to restrict data entry of balancing segment
  values by legal entity or operating unit

25
Enterprise Modeling (Contd.).
   Operating Unit: is associated with a
    legal entity. Information is secured by
    operating unit for applications viz:
    Order       Management,         Shipping
    Execution, Oracle Payables, Oracle
    Purchasing, Oracle Receivables and
    Oracle Cash Management.
 To run any of these applications, you
    choose a responsibility associated with
    an operating unit.
 Inventory        Organization:     is    an
    organization for which you track
    inventory transactions and balances,
    manufactures or distributes products
    viz: manufacturing plants, warehouses,
    distribution centers, and sales offices.
 The following applications secure information by inventory organization: Oracle
 Inventory, Bills of Material, Engineering, Work in Process, MRP and receiving functions.


26
Enterprise Modeling (Contd.).

      Inventory orgn                     Subinventories are unique
     Washington Plant                     physical or logical separations
                                          of material inventory, such as
                                          raw inventory, finished goods
                                          or defective material. All
      SubInventory                        material within an organization
          FGI
                                          is held in Subinventories.
                                         A stock locator can be of
                                          Storage locator, Dock door or
                        Stock Locator     Staging lane type. Staging
                          R1.R5.B1        lane is used for staging after
                                          pick      releasing,    Storage
                                          locators store material. During
                                          load process material is
                        Staging Lane      transferred from staging lane
                           A.1.1          to Dock door.

27
Maintain Organizations
 All types of organizations can be defined
  using the Define Organization
 Choose      a    location      where     this
  organization exists.
 Enter what type(s) of organization is this,
  in organization classification viz.
 GRE/Legal Entity: Enter Legal Entity
  Accounting info like Ledger, Location.
 Operating Unit: Enter Operating Unit
  Information like Legal context, Ledger.
 Inventory Organization:            Enter its
  Accounting Information like Ledger, Legal
  context & Operating Unit.




28
 Organizations Technical Architecture
    All organizations are maintained in                                       HR_ALL_ORGANIZATION_UNITS

     HR_ALL_ORGANIZATION_UNITS table and organization                          ORGANIZATION_ID
                                                                               NAME
     classifications like Legal entity or operating unit information are       BUSINESS_GROUP_ID
     stored in HR_ORGANIZATION_INFORMATION table. There are 3                  LOCATION_ID
                                                                               DATE_FROM
     views provided based on these 2 tables to easily find out the Legal       INTERNAL_EXTERNAL_FLAG
                                                                               INTERNAL_ADDRESS_LINE
     entity, Operating unit and Inventory organization viz:                    TYPE
     HR_LEGAL_ENTITIES, HR_OPERATING_UNITS,
                                                                               HR_ORGANIZATION_INFORMATION
     ORG_ORGANIZATION_DEFINITIONS.
                                                                               ORG_INFORMATION_ID
    Organization_id in HR_LEGAL_ENTITIES                                      ORG_INFORMATION_CONTEXT
                                                                               ORGANIZATION_ID
     is referred as                                  HR_LEGAL_ENTITIES         ORG_INFORMATION1 ~ 20
    legal_entity_id in                              BUSINESS_GROUP_ID
                                                     ORGANIZATION_ID           ORG_ORGANIZATION_DEFINITIONS
     HR_OPERATING_UNITS                              NAME
                                                     DATE_FROM
    legal_entity in                                 DATE_TO                   ORGANIZATION_ID
     ORG_ORGANIZATION_DEFINITIONS                    SET_OF_BOOKS_ID           BUSINESS_GROUP_ID
                                                     VAT_REGISTRATION_NUMBER   USER_DEFINITION_ENABLE_DATE
    Organization_id in                              HR_OPERATING_UNITS
                                                                               DISABLE_DATE
     HR_OPERATING_UNITS is referred as                                         ORGANIZATION_CODE
                                                     BUSINESS_GROUP_ID         ORGANIZATION_NAME
    operating_unit in                               ORGANIZATION_ID           SET_OF_BOOKS_ID
                                                     NAME
     ORG_ORGANIZATION_DEFINITIONS                    DATE_FROM
                                                                               CHART_OF_ACCOUNTS_ID
                                                   DATE_TO                     INVENTORY_ENABLED_FLAG
                                                   LEGAL_ENTITY_ID             OPERATING_UNIT
                                                   SET_OF_BOOKS_ID             LEGAL_ENTITY



29
Location Addresses
    Define Location name(code) and addresses for
     the locations you use within your enterprise.
     These are used for a variety of functions viz:
     receiving, shipping and billing
    Enter address style and address for the location.
    Enter ship to location code and other site use
     info.
    Associate the location code with an inv
     organization.

                          HR_LOCATIONS_ALL

                          LOCATION_ID
                          ENTERED_BY
                          LOCATION_CODE
                          ADDRESS_LINE_1
                          ADDRESS_LINE_2
                          ADDRESS_LINE_3
                          BILL_TO_SITE_FLAG
                          COUNTRY
                          DESCRIPTION
                          DESIGNATED_RECEIVER_ID
                          IN_ORGANIZATION_FLAG
                          INACTIVE_DATE
                          INVENTORY_ORGANIZATION_ID
                          OFFICE_SITE_FLAG
                          POSTAL_CODE




30
Subinventories
    Subinventories are unique physical
     or logical separations of material
     inventory, such as raw inventory,
     finished goods or defective material.
     All material within an organization is
     held in Subinventories.
             MTL_SECONDARY_INVENTORIES

             SECONDARY_INVENTORY_NAME
             ORGANIZATION_ID
             DESCRIPTION
             DISABLE_DATE
             INVENTORY_ATP_CODE
             AVAILABILITY_TYPE
             RESERVABLE_TYPE
             LOCATOR_TYPE
             PICKING_ORDER
             MATERIAL_ACCOUNT
             MATERIAL_OVERHEAD_ACCOUNT
             RESOURCE_ACCOUNT
             OVERHEAD_ACCOUNT
             OUTSIDE_PROCESSING_ACCOUNT
             QUANTITY_TRACKED
             ASSET_INVENTORY
             SOURCE_TYPE
             SOURCE_SUBINVENTORY
             PREPROCESSING_LEAD_TIME
             PROCESSING_LEAD_TIME
             STATUS_ID



31
Item Locators
                                                                       MTL_ITEM_LOCATIONS

    A stock locator can be of Storage locator, Dock door or           INVENTORY_LOCATION_ID
                                                                       ORGANIZATION_ID
     Staging lane type. Staging lane is used for staging after pick    DESCRIPTION
                                                                       DISABLE_DATE
     releasing, Storage locators store material. During load process   INVENTORY_LOCATION_TYPE
                                                                       PICKING_ORDER
     material is transferred from staging lane to Dock door.           PHYSICAL_LOCATION_CODE
                                                                       LOCATION_MAXIMUM_UNITS
                                                                       SUBINVENTORY_CODE
                                                                       LOCATION_WEIGHT_UOM_CODE
                                                                       MAX_WEIGHT
                                                                       VOLUME_UOM_CODE
                                                                       MAX_CUBIC_AREA
                                                                       X_COORDINATE
                                                                       Y_COORDINATE
                                                                       Z_COORDINATE
                                                                       INVENTORY_ACCOUNT_ID
                                                                       SUMMARY_FLAG
                                                                       ENABLED_FLAG
                                                                       START_DATE_ACTIVE
                                                                       END_DATE_ACTIVE
                                                                       PHYSICAL_LOCATION_ID
                                                                       PICK_UOM_CODE
                                                                       DIMENSION_UOM_CODE
                                                                       LENGTH
                                                                       WIDTH
                                                                       HEIGHT
                                                                       LOCATOR_STATUS
                                                                       STATUS_ID
                                                                       CURRENT_CUBIC_AREA
                                                                       AVAILABLE_CUBIC_AREA
                                                                       CURRENT_WEIGHT
                                                                       AVAILABLE_WEIGHT


32
Item Subinventories
    You can assign items to a
     given subinventory such
     that      the    items     are
     restricted        to      that
     subinventory.
    Thus, you can always issue
     and receive unrestricted
     items to any subinventory,
     but you can only issue and
     receive restricted items to
     their list of subinventories.
    You activate the list of
     subinventories       for      a
     restricted item by setting        MTL_ITEM_SUB_INVENTORIES

     the Restrict Subinventories       INVENTORY_ITEM_ID
                                       ORGANIZATION_ID
     attribute when defining or        SECONDARY_INVENTORY
                                       PRIMARY_SUBINVENTORY_FLAG
     updating item.                    PICKING_ORDER
                                       MIN_MINMAX_QUANTITY
                                       MAX_MINMAX_QUANTITY
                                       INVENTORY_PLANNING_CODE
                                       FIXED_LOT_MULTIPLE
                                       MINIMUM_ORDER_QUANTITY
                                       MAXIMUM_ORDER_QUANTITY
                                       SOURCE_TYPE



33
MOAC (Multi org access control)

•Multiple Organizations
provide security profiles
which enable users to
access, process, and
report data in multiple
operating units from a
single responsibility.
• In Security Profile
form, assign multiple
operating units to a
security profile.




34
MOAC (Multi org access control)

•You must set either the
MO: Operating Unit or
MO: Security Profile
option for each
application responsibility
to use Multiple
Organizations context
sensitive applications.
•When you connect to the Oracle Applications, you sign on by entering your
user name and password. Then, you choose a responsibility that is available to
your user. After you choose your responsibility, there is an initialization routine
that reads the values for only the information for those operating units that are
assigned to your responsibility.
•If you set the MO: Security Profile profile option, you can also set an operating unit as
the default operating unit using the MO: Default Operating Unit profile option. This is
useful when you transact in multiple operating unit but frequently transact in one
operating unit.

35
    You can set your SQL session context for a single OU with the following:
      BEGIN
      Mo_global.set_policy_context('S',103);
      END;
      •The „S‟ means Single Org Context
      •2 is the ORG_ID
    Set your SQL session context for multiple OU‟s with the following:
      BEGIN
      execute mo_global.set_org_access(NULL,64,‘ONT');
      END;
      •64 is the Security Profile you want to use
      •ONT is the application associated with the responsibility you will be using
    The following SQL will dump out the Security Profiles and Operating Unit Names assigned to them
      select psp.SECURITY_PROFILE_NAME,
      psp.SECURITY_PROFILE_ID,
      hou.NAME,
      hou.ORGANIZATION_ID
      from PER_SECURITY_PROFILES psp,
      PER_SECURITY_ORGANIZATIONS pso,
      HR_OPERATING_UNITS hou
      where pso.SECURITY_PROFILE_ID = psp.SECURITY_PROFILE_ID
      and pso.ORGANIZATION_ID = hou.ORGANIZATION_ID;




36
References

     1. Supply chain Management - Strategy, Design and Operations by Sunil
        Chopra , Peter Meindl




37
     Thank You




38

				
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