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Oracle E-Business Suite

Oracle E-Business Suite. Why ERP?. Why ERP? – Changing business needs. Stage-1 Daily Job: Collect goods from vendor. Sell items/goods to customers. If any goods out of stock note it down to order it from vendor. Daily accounting - Profit & loss.

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Oracle E-Business Suite

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  1. Oracle E-Business Suite

  2. Why ERP?

  3. Why ERP? – Changing business needs • Stage-1 • Daily Job: • Collect goods from vendor. • Sell items/goods to customers. • If any goods out of stock note it down to order it from vendor. • Daily accounting - Profit & loss. • Stage-2 : After a year you business is developed & you are becoming a whole sole dealer. • Changes in Business • Many branches. • Hire People for working. • Maintaining a small database for the business. • Transportation services. • Daily Job: • Collect goods from vendor & store it in inventory. • Take order from shop keepers. • Maintain small database for goods, shopkeepers & employees. • Using a computer for accounting. & Delivering items to customers.

  4. Why ERP? – Business changing needs • Stage-3 • Changes in business • Worldwide Branches and customers. • Developed as a Multinational Organization. • International Transportation. • Ecommerce, Phone marketing. etc. • Workload in business • Now the owner of the business cannot go to sites (all over the world) daily. • He has to maintain a big database for his business to run continuously. • Need to manage inventory activities (how much is sold, received items etc.). • Need to maintain the employees and their benefits (Needs HR team). • Need to calculate accounting (profit & loss for worldwide business). • Asset management.

  5. ERP Benefits • Software package that allows organizations to manage key business processes. • Enable organizations to • Make better decisions • Reduce costs • Increase performance. • No Integration cost • Common data

  6. Why ERP?

  7. Other Names • Oracle Enterprise Resource Planning (ERP) • Oracle Apps • Oracle Applications • Oracle Financials • E-Biz • EBS (E-Business Suite).

  8. Architecture: From Past to Now • Past • Character based • Input → Dumb terminals • Oracle Forms & DB at back end • GUI • SmartClient • Oracle form at Client Tier • Access DB over network • Difficult to upgrade, as need to update on all clients. • Three Tier Architecture • Oracle Form → HTML & Other Web Based Technologies. • Browser, remove applets also. • Light

  9. Other Vendors

  10. Modules • First level text with bullets • Second level text with bullets • Third level text with bullets • Fourth level text with bullets • Fifth level text with bullets

  11. Modules • First level text with bullets • Second level text with bullets • Third level text with bullets • Fourth level text with bullets • Fifth level text with bullets

  12. EBS Terminology

  13. EBS Terminology • Responsibility • Level of Authority • Let user access function/data that they are authorized to.

  14. EBS Terminology • Responsibility • Collection of business functionality • what a user can do • Assigned Menu & Request Group • Menu • represents a hierarchy of functions and other menus • reusable grouping of application functionality and consists of functions and other menus • Request Group • grouping of reports and concurrent programs that is assigned to a responsibility • allows access to programs and reports relevant to the organizational role. • Screen • Functions call screen. • Different functions can create different looking screen using one screen, by passing different parameters

  15. EBS conecpt: Workflow

  16. EBS concept: Workflow • Why Workflow? • Large data. • Data should reach to all required persons. • Internal or External. • Nick Name → Routing Information. • B2B data. • Modifying rules. • Notifications • WorkFlow Builder

  17. EBS concept: Workflow • Navigate workflow

  18. EBS concept: Workflow • Worklist • link to display your list of workflow notifications • Find Notification • Search • Notification Rules • Find Process • To serach list of workflow process instance & STATUS. • User Preference • Language, date

  19. EBS concept: Workflow

  20. EBS concept: Workflow • Business Requirement • When Item created in inventory • Launch workflow • Collect details of created item. • Send notification to a group. • Send link of item form. • Implementation: Process flow • When item is created, entry would go to TableX • Create workflow. • Create DB trigger to launch workflow.

  21. Business Terminology • Back office functions • Financial • Manufacturing • HR • Front office functions • Customer Relationship & Management • Call center • Internet sales & marketing • E-commerece

  22. Business Terminology • Purchase Order (PO) • Commercial document issued by a buyer to a seller. • Indicates the type, quantities and agreed prices for products or services the seller will provide to the buyer. • Sending a PO to a supplier constitutes a legal offer to buy products or services. • Acceptance of a PO by a seller usually forms a once-off contract between the buyer and seller so no contract exists until the PO is accepted. • Pack Slip • A pack slip denotes what should be “packed’ for a delivery. It may consolidate severalorders to a route, truck or customer. • Item • A physical quantity • Invoice • Bill • Commercial document issues by seller to buyer. • Contains the products, quantities, and agreed prices for products or services the seller hasprovided the buyer. • Indicates the buyer must pay the seller, according to the payment terms.

  23. Financial Module overview • First level text with bullets • Second level text with bullets • Third level text with bullets • Fourth level text with bullets • Fifth level text with bullets

  24. Environments • Master • Configuration setup • No Transactional Data • Development • Test • Deployment • After Testing, attach with patches & Scripts. • Patching • Support • Clone production, reproduce issue. • CRP • Conference room pilot, during sign off • Migration – Data Migration • Production

  25. Building Blocks/Tools • Oracle DB • PL/SQL • Forms • Limitation: JInitiator • Report tool • Available XML/BI publisher • Can generate template using ms-word • Java • To replace Forms • ADI: Application Desktop Integrator • Operations from spreadsheet.

  26. Roles in ERP • Project Manager • Connects client & implementation team. • Functional consultant • Interact with business users, collect info • Create functional documentation • Technical consultant • Creating scripts, reports, additional screens. • System Admin/DBA • Security, user access management, scripts, patches. • User • Super User • e.g Setting up bank accounts

  27. Navigation

  28. Navigation: Help • Made up of • Web Pages • Java Forms • Mobile • Log in Types • Normal • Single Sign on

  29. Navigation: Help • Made up of • Web Pages • Java Forms • Mobile • Log in Types • Normal • Single Sign on

  30. Navigation: Log In Screen

  31. Navigation: Home Page

  32. Navigation: Home Page Break up • Header and footer • Favorites • Log out • Preferences • Help

  33. Navigation: Application Types • → to access web-based applications • → icon allows you to access java-based applications.

  34. Navigation: Application Types

  35. Directory Structure

  36. Directory Structure <APPL_TOP> • product directories • E.g General Ledger (GL), Purchasing (PO) <COMMON_TOP> • Common directories and files such as log files & Java libraries shared across different products <ORACLE_HOME> • Contains the technology stack components such as Oracle Database RDBMS and Oracle Developer Tools (Forms, Reports) software. <DATA_TOP> • Contains database data files for Oracle Applications. <INST_TOP> • This is new to R12. • Contains various configuration files to provide the ability to share Applications and technology stack code between multiple instances.

  37. How to create responsibility? • Login with user which have system admin responsibility access. • System Admin → Security → Responsibility → Define

  38. Screen Modes • Entry Mode • F4 • Query Mode • F11 – query mode • Ctrl + F11 – execute query

  39. How to create responsibility?

  40. How to create Menu? • Login with user which have system admin responsibility access. • System Admin → Security → Responsibility → Define

  41. How to create Menu?

  42. How to create Menu?

  43. How to create Menu? → Sub Menu

  44. Flexfields • Customizable data field. • Types • KeyFlexfield • Multi Value field • e.g display empNo.empDesignation, 10727639.Software Engineer • Intelligent • Display – Married, in DB - M • Descriptive Flexfield • For additional info

  45. How to create Flexfield? • Login with user which have system admin responsibility access. • System Admin → Application → FlexFields → Key → Segments

  46. How to create Flexfield?

  47. How to create concurrent program? • Login with user which have system admin responsibility access. • System Admin → Concurrent → Program → Define

  48. How to create concurrent program?

  49. How to create concurrent program? → Define Executable • Login with user which have system admin responsibility access. • System Admin → Concurrent → Executable

  50. How to create concurrent program? → Define Executable

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