0. Oracle Release 12 Update: Order Management
Kevin DeMartelaere
Oracle Principal Solutions Consultant
January 17th, 2008

1. 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

2. R12 What’s 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

3. 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)

4. New Look ‘Login’

5. New Look ‘Forms’

6. New Forms ‘Replacements’

7. New Designs ‘html’

8. R12 Global Financial Management
Single Global Database
Shared Service Center
Org 3
Org 2
Org 1
Examples: Payables, Purchasing, Collections, HR
Drive
Shared Services
with R12 Financial Management Initiatives
Increase the efficiency of shared services and single database operations with streamlined processing, reporting, and access across operating units

9. 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
Single Responsibility
Holland
Legal Entity
Denmark
Belgium
Operating Unit
Perform multiple tasks across operating units (OUs) without changing responsibilities
Define and manage OUs from a central location
View and manage customers across OUs
Enter and pay invoices across OUs
Receive goods across any OU
Negotiate with suppliers for your enterprise, not just your OU
For Example:

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

11. R12 XML… for All Business Documents11 11

12. 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

16. R12 OM Order Information Portal
A way for customer to let you know they’ve ‘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

19. Order Management EBS Integration
Incentive
Compensation
Advanced
Pricing
eTax, Payment
Engines
Order
Management
Credit
Check
Pick, Pack & Ship
Track & Deliver
Invoice,
Memo
ATP / GTP
Schedule
Con- figure
Price,
Margin
Workflow
iStore
Advanced
Planning
Quoting,
Sales Contracts
Purchasing,
Receiving
TeleSales
Bills of Material,
Configurator
Field Service,
Depot Repair
MFG/WIP
Project Mfg
Install Base,
TeleService
Receivables,
Credit Mgmt
Service
Contracts
Warehouse Mgmt
Transportation
Trade
Management
Demantra
Inventory,
Costing
Front
Office
Activity
Back
Office
Activity

20. Order Management EBS Integration
Incentive
Compensation
Advanced
Pricing
eTax, Payment
Engines
Bookings
Rules,Lists,Agmts
Global Rates
Cart2Order & Track
Demand2Promise
iStore
Order
Management
Credit
Check
Pick, Pack & Ship
Track & Deliver
Invoice,
Memo
ATP / GTP
Schedule
Con- figure
Price,
Margin
Workflow
Advanced
Planning
Quote2Order/Ts&Cs
Drop Ship, RMA Rcv
Quoting,
Sales Contracts
Purchasing,
Receiving
Quote,Order,Inquiry
ATO/PTO, Rules
TeleSales
Bills of Material,
Configurator
RMAs,Charges,Orders
Work Order
Project Order
Field Service,
Depot Repair
MFG/WIP
Project Mfg
History,Order,Charge
Invoice,Credits,Expr
Install Base,
TeleService
Receivables,
Credit Mgmt
Warranty,Ext Service
Pick,Back2Back,Rate
Service
Contracts
Warehouse Mgmt
Transportation
Accrual,Rebate,Disti
Shipment History
O.H.,,Margin,COGS
Trade
Management
Demantra
Inventory,
Costing
Front
Office
Activity
Back
Office
Activity

21. R12 Product Configurator New Features
Pain Point
R12 Provides
Benefit
Extensible Product Data attributes disconnected from Configurator development
PLM User-Defined Attributes Import
PLM Attributes can be utilized in Configurator
Leverages customers’ investments in both products
No way to copy Models between instances
Model Migration
Improved Configurator instance management flexibility
Reduced manual maintenance and time-to-market
Cumbersome custom UI development
Java Server Pages (JSP) Tag Library
Increased UI creation flexibility
Adherence to look-and-feel guidelines
Allowance for 3rd-party UI development tools

22. 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 would be eligible for the second price break range ( ).
Price Books
Support TCA Party Hierarchy
Support Hierarchical Product Categories

23. MOAC

24. Introduced

25. Introduced

26. Introduced

27. 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

30. R12 Advanced Pricing New Features TCA Party & Item Hierarchy
Support for the party relationship structure provided by Oracle’s 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

31. Trading Community Architecture

32. Trading Community Architecture

33. Trading Community Architecture

34. Trading Community Architecture

36. 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
Split Period Recognition Rules
Partial Period Billing
Partial Period Revenue Recognition

38. 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

39. 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

40. 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

43. 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

45. Thank You