Fusion Hierarchy Management Siddhartha Das Oracle Fusion Product Management

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Purpose: This document provides an overview of features and enhancements included in pre-release Oracle Fusion Applications 1.0 and applicable updates (the “Software”). It is intended solely for use in connection with the internal pre-production evaluation and testing of the Software. As stated above, this document is confidential to Oracle and may not be used for training, promotion, or sales to customers or other partners or third parties.   Disclaimer: This document is for informational purposes only and is intended solely for use in connection with the internal pre-production evaluation and testing of the Software. This is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality, and inclusion or not thereof in the commercially available version of the Software, if any, is always at Oracle’s sole discretion. This document is not considered part of the applicable program documentation.   Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code 3

Agenda Core Tenets Business Process Overview Detailed feature set <Insert Picture Here> Core Tenets Business Process Overview Detailed feature set Q & A Oracle Confidential

Fusion Hierarchy Management Core Tenets 5

Hierarchy Management A single hierarchy will relate Sales Prospects, Sales Accounts, and Legal Entities to represent a holistic view of Customer Sales Accounts can be at any level of the hierarchy, typically close to leaf nodes in complex corporate hierarchies Legal Entities are present at different levels of the hierarchy as subsidiary, division, branch of parent Legal Entities Since all Buying Customers are also Legal Entities, the hierarchy anyway covers them Recommend maintaining comprehensive hierarchy, part or whole of it would not be mandatory If the Sales Account to immediate parent Legal Entity part of the hierarchy is not established, certain business processes may not be automated in future e.g. opportunity to quote/order/contract

Business PROCESS OVERVIEW Fusion Hierarchy Management Business PROCESS OVERVIEW 7

Relationship and Hierarchy Model © 2008 Oracle Corporation – Proprietary and Confidential

Sales Account Example Corporate Hierarchy GENERAL ELECTRIC D-U-N-S 001367960 Fairfield, CT Legal Entity Legal Entity Billing Customer Legal Entity GE HEALTHCARE LTD D-U-N-S 217152818 UK GE AIRCRAFT ENGINES HOLDINGS, INC D-U-N-S 016635687 Cincinnati, OH Legal Entity GE HEALTHCARE BIO- SCIENCE BIOPROCESS D-U-N-S 011658242 Piscataway , NJ Billing Customer UNC JOHNSON TECHNOLOGY, INC D-U-N-S 879940666 Muskegon, MI MRA SYSTEMS, INC D-U-N-S 005095000 Baltimore, MD Sales Account Legal Entity DATEX-OHMEDA INC D-U-N-S 129501685 Madison, WI GE HEALTH BIOSCIENCES D-U-N-S 185308103 Sunnyvale, CA Sales Account Sales Account Legal Entity Billing Customer Legal Entity

Benefit Highlights Party Hierarchy Customer Hierarchy D&B Hierarchy Enables information rollup across hierarchies Displays data elements and transactional information Provides total numbers of transactions Provides dollar amount summations of transactions Enables reporting at desired level to suit business needs 360 degree view of customer base Enables sharing of information between parent and child nodes Enables data elements maintenance at a parent node of a Party Hierarchy Accessibility to parent/child hierarchy information for users Leverages centralized information source Override data at child level if desired Enables a deploying company to transact across a party hierarchy Perform business functions specific to a Party Hierarchy Transact on behalf of the party selected, or any related child party Enhanced functionality within flows by allowing LOV’s to pull child records Party Hierarchy Customer Hierarchy D&B Hierarchy

Fusion Hierarchy Management Detailed feature SET 11

Hierarchy Search Search hierarchies either by party association or by hierarchy information Search results display hierarchies by party association Basic and advanced search Click ‘Create’ icon or select from ‘Actions’ menu to Create a New Hierarchy Create Hierarchy Once a batch has been imported or defined, various management activities can be performed, such as tracking the status of a batch through its different selected processes, rejecting unsuitable batches, or viewing old completed batches.

Create Hierarchy : Enter basic Information Enters 3 step guided process Enter basic information about the hierarchy Enter Hierarchy name Specify the hierarchy type, which determines the types of parties Proceed to next step to add parities The Messages Landing pad is a one-stop shop with links to guidance on writing messages, guidance on message consistency, common messages, list of ADF validators and converters, checklists, training, and other resources.

Create Hierarchy : Add Parties Select and add parties to the hierarchy Click on the "Add Node to Tree” to open the ‘search party’ UI Click on the "Launch Search And Select Page" button to search and select a party

Create Hierarchy : Review Review details and ‘Save’ the newly created hierachy

Manage Hierarchies : Launch Hierarchy Details Once a batch has been imported or defined, various management activities can be performed, such as tracking the status of a batch through its different selected processes, rejecting unsuitable batches, or viewing old completed batches. View Hierarchy Details

Hierarchy Details Displays a particular hierarchy information along with related party information Ability to view nodes and tree segment information in a Hide/show patterns View and select date effective versions of the same hierarchy Actions menu to ‘Create New Version’ or ‘Edit Hierarchy Version’ Create New Version Correct Hierarchy

Create Version

Add Node

Hierarchy Details : Launch Correct Hierarchy Create New Version Correct Hierarchy

Correct Version

Q & A And with this, I’ll it up for questions. Oracle Confidential

Oracle Confidential