Professional Documents
Culture Documents
Business Processes
in Oracle Applications
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Objectives
2
Agenda
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4
Marketing
Sales
Service
Strategic Enterprise
Management
Supply Chain
Oracle E-Business Suite
Internet Procurement
eBusiness Platform
Business Intelligence
Financials
Human resources
Common Application Architecture & Schema
Projects
Travel Management
Supply Chain Management (SCM)
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What is Supply Chain Management?
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Supply Chain Management Processes
Create a network for receiving Developing new products is the
defective and excess products starting point of a supply-chain
back from customers and cycle where Product
supporting customers who have specifications are created.
problems with delivered
products. Marketing and Sales generates
Coordinate the receipt of demand for the Product by
orders from customers, Develop publicizing its features and how
develop a network of Service it would address customer
warehouses, pick carriers to & Market priorities. In the process,
get products to customers Maintain Marketing also gets customer
and set up an invoicing feedback and communicates to
system to receive payments. Fulfill Product development group.
Plan
Schedule the Planning is the strategic
manufacturing activities portion of SCM. You need a
necessary for production, Manufacture strategy for managing all the
Sell & Manage resources that go toward
testing, packaging and Orders
preparation for delivery. Procure meeting customer demand
for your product or service.
Choose the suppliers that will deliver Maintain and manage the
the goods and services you need to customer orders, order holds,
create your product. Develop a set of notes and release the orders
pricing, delivery and payment to warehouse for fulfillment
processes with suppliers and create based on requested date,
metrics for monitoring and improving product availability and
the relationships. customer credit limit.
Supply Chain Management Processes Overview
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Supply Chain Management - Entities
A supply chain is a
network of suppliers,
manufacturing,
warehouse, Supplier
distribution, and
logistics facilities
including the
customers.
Manufacturer
Product flow
Customer
happens in a
supply chain
from supplier to
manufacturer to
distributor to
retailer to
customer where
as cash & Retailer Production
information flow Facility
happens in the Distributor
reverse
8direction.
Oracle Supply Chain Management
Solutions Oracle Product
Lifecycle
Telesales
Depot Repair Management
Trade
Field Service . Oracle Advanced
Management
Install Base product Catalog
Incentive
Service Contracts Compensation
Service Order Capture
Fulfillment Manager Partners Online
Develop
Spares Service &
Management Maintain Market
Release
Management Advanced Supply
Shipping Chain Planning
Fulfill
Execution Plan Global Order
Inventory Promising
Management
WMS Manufacture
Sell & Manage
Cost
Transportation Orders
Management
Execution Procure
Order
Configure to
management
Order
Advanced
Process
Pricing
Manufacturing
Configurator
Project
Purchasing iStore
Manufacturing
Quality
Work in Process iProcurement
Oracle Supply Chain Management Solutions
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Order & Product Flow
Product
Orders
s
Order Management Channel A
Orders
Channel B Customer
Orders
Orders
Product Product Product
Manufacturing s s Channel C
Distribution Product
s
Parts Production
Plans
Demand
Forecas
Part Supply Supply Planning t Demand Planning
Component
Requirement
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A Typical Supply Chain: IBM Europe
PC
Warehouse
Port
PC Assembly
Plant Retailers
Mfr Pla
o rder
t
s at
r
de
or ds
tes job
ns and
& o
ck go
to ps
i
sS r sh
or exec u
n
ai ur
e
r
nt
e
a i c t
le
Reta m fa
iler P u
a
laces r
o an
ses Job
Orde
r but M
Retailer ri
S hop flo
Dist
ri i st
repl
enis butor D
hes
Odrer
Stoc
k
Production
Distributor Facility
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O2C Cycle
Oracle Oracle
Enter Review Advanced
Order Order/Line Order Price&
Management details pricing
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
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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
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P2M Cycle
Oracle Oracle
ASCP Analyze Plan
ASCP
Launch Output
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
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Customer relationship management
(CRM)
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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.
Oracles 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
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Financials
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Financial Modules
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Oracle Financials Suite
Inventory
Purchasing
Payables
Cash Mgt
Receivables Assets
General Ledger
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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
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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
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Getting Started with Oracle
Applications
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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.
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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
Each legal segment)
entity can at which
have one all balancing entities.
or more
accounting
You can useentries must
Flexfield balance.
Value Security rules to restrict data entry of balancing segment
values by legal entity or operating unit
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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.
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Enterprise Modeling (Contd.).
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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.
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Organizations Technical
Architecture
All organizations are maintained in HR_ALL_ORGANIZATION_UNITS
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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
HR_LOCATIONS_ALL
organization.
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
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Subinventories
Subinventories are unique
physical or logical
separations of material
inventory, such as raw
inventory, finished goods or
defective material. All
material within
MTL_SECONDARY_INVENTORIES an
organization is held in
SECONDARY_INVENTORY_NAME
ORGANIZATION_ID
Subinventories.
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
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Item Locators
MTL_ITEM_LOCATIONS
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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. MTL_ITEM_SUB_INVENTORIES
item.
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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.
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MOAC (Multi org access control)
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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 OUs 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;
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References
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Thank You
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