Oracle Release 12 Update Order Management Kevin De

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Oracle Release 12 Update: Order Management Kevin De. Martelaere Oracle Principal Solutions Consultant January

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

R 12 Agenda • R 12 Benefits: Oracle e. Business Suite • R 12

R 12 Agenda • R 12 Benefits: Oracle e. Business Suite • R 12 Order Management: New Features • R 12 Order Management: Integration Points / New Features Ø Advanced Pricing Ø Configurator Ø Information Portal Ø Receivables Ø Sales & Service Contracts Ø Install Base Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

R 12 What’s New: All EBS Applications • • • User Interface Multi Organization

R 12 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 Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

New User Interface Experience • Project “Swan” Ø New Color, Icons and 3 -D

New User Interface Experience • Project “Swan” Ø New Color, Icons and 3 -D Appearance Ø 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) Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

New Look ‘Login’ Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

New Look ‘Login’ Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

New Look ‘Forms’ Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

New Look ‘Forms’ Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

New Forms ‘Replacements’ Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

New Forms ‘Replacements’ Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

New Designs ‘html’ Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

New Designs ‘html’ Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

R 12 Global Financial Management Drive Shared Services with R 12 Financial Management Initiatives

R 12 Global Financial Management Drive Shared Services with R 12 Financial Management Initiatives Shared Service Center Org 1 Single Global Database Org 2 Org 3 Examples: Payables, Purchasing, Collections, HR Increase the efficiency of shared services and single database operations with streamlined processing, reporting, and access across operating units Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

R 12 Global Financial Mgmt: Multi-Org Access Increase the efficiency of shared services and

R 12 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 Perform multiple tasks across operating units (OUs) without changing responsibilities Belgium Holland Denmark Legal Entity Belgium Holland Denmark Operating Unit Single Responsibility For Example: • • • 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 Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

R 12 Global Financial Mgmt Subledger Acctg Increase the efficiency of shared services and

R 12 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 Ledger A Single subledger transaction (e. g. invoice, payment) can create multiple accounting entries US GAAP US COA US Calendar USD Dr Ledger B French GAAP/IAS Plan Comptable French Calendar Cr Subledger Transaction EUR Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential • 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

R 12 XML… for All Business Documents Copyright © 207, Oracle. All rights reserved.

R 12 XML… for All Business Documents Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

R 12 Order Mgmt / Shipping Execution New Features • Multi-Organization Access Control •

R 12 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 e. Tax & Payment Engine • Miscellaneous Shipments for Legacy Systems • Telco Payment Due w/Order & Billing / Recurring Charges Support • Process Inventory Convergence Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

R 12 OM Order Information Portal • A way for customer to let you

R 12 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 Ø Ø Ø 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 Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Order Management EBS Integration Incentive Compensation Price, Margin Check Configure Field Service, Depot Repair

Order Management EBS Integration Incentive Compensation Price, Margin Check Configure Field Service, Depot Repair Order Management Track & Deliver Trade Management Demantra Purchasing, Receiving MFG/WIP Project Mfg w flo k r o W Advanced Planning Bills of Material, Configurator Credit Check Pick, Pack & Ship w lo kf or W Front Office Activity Schedule Invoice, Credit Memo Install Base, Tele. Service Contracts ATP / GTP w lo W kf Tele. Sales or or W w lo kf i. Store Quoting, Sales Contracts e. Tax, Payment Engines Advanced Pricing Inventory, Costing Receivables, Credit Mgmt Warehouse Mgmt Transportation Back Office Activity

History, Order, Charge Service Contracts Warranty, Ext Service w lo kf Trade Management Drop

History, Order, Charge Service Contracts Warranty, Ext Service w lo kf Trade Management Drop Ship, RMA Rcv Purchasing, Receiving ATO/PTO, Rules Bills of Material, Configurator Work Order Project Order MFG/WIP Project Mfg Invoice, Credits, Expr Receivables, Credit Mgmt Pick, Back 2 Back, Rate Warehouse Mgmt Transportation Schedule Order Management Invoice, Credit Memo Accrual, Rebate, Disti Install Base, Tele. Service or RMAs, Charges, Orders W Field Service, Depot Repair Configure Advanced Planning Track & Deliver Credit Check Pick, Pack & Ship Demantra w flo k r o W O. H. , , Margin, COGS Quote, Order, Inquiry ATP / GTP Shipment History Tele. Sales Price, Margin Check W w lo Quote 2 Order/Ts&Cs Demand 2 Promise kf k or Quoting, Sales Contracts Front Office Activity w flo or W Cart 2 Order & Track e. Tax, Payment Engines Global Rates Advanced Pricing Bookings i. Store Incentive Compensation Rules, Lists, Agmts Order Management EBS Integration Inventory, Costing Back Office Activity

R 12 Product Configurator New Features Pain Point x Extensible Product Data attributes disconnected

R 12 Product Configurator New Features Pain Point x Extensible Product Data attributes disconnected from Configurator development x No way to copy Models between instances x Cumbersome custom UI development R 12 Provides PLM User. Defined Attributes Import Model Migration Java Server Pages (JSP) Tag Library Benefit ü PLM Attributes can be utilized in ü Configurator Leverages customers’ investments in both products ü Improved Configurator instance ü management flexibility Reduced manual maintenance and time-to-market ü Increased UI creation flexibility ü Adherence to look-and-feel ü Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential guidelines Allowance for 3 rd-party UI development tools

R 12 Advanced Pricing New Features • MOAC for Pricing Security • Continuous Price

R 12 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 100. 1 would be eligible for the second price break range (100 -200). • Price Books • Support TCA Party Hierarchy • Support Hierarchical Product Categories Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

MOAC Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

MOAC Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Introduced 11. 5. 9 Copyright © 207, Oracle. All rights reserved. Oracle & Google

Introduced 11. 5. 9 Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Introduced 11. 5. 9 Copyright © 207, Oracle. All rights reserved. Oracle & Google

Introduced 11. 5. 9 Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Introduced 11. 5. 9 Copyright © 207, Oracle. All rights reserved. Oracle & Google

Introduced 11. 5. 9 Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

R 12 Advanced Pricing New Features Price Books • Price books and delta price

R 12 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 Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

R 12 Advanced Pricing New Features TCA Party & Item Hierarchy • Support for

R 12 Advanced Pricing New Features TCA Party & Item Hierarchy • Support for the party relationship structure provided by Oracle’s Trading Community Architecture. Ø Party Qualifier based price lists and modifiers Ø 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) Ø Users can now define or multiple functional areas for a given source system Ø Each functional area will have an associated category set that may be hierarchical or flattened Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Trading Community Architecture Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Trading Community Architecture Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Trading Community Architecture Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Trading Community Architecture Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Trading Community Architecture Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Trading Community Architecture Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Trading Community Architecture Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Trading Community Architecture Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

R 12 Receivables New Features 1. Multi-Organization Access Control 2. Centralized e. Tax &

R 12 Receivables New Features 1. Multi-Organization Access Control 2. Centralized e. Tax & Payment Engine (Encryption) 3. AP/AR Netting (Leverages AP Trade Netting Agreements) 4. Balance Forward Billing 5. Credit Card Chargeback 6. New Customer Master UI Design 7. Line Level Cash Applications 8. Refunds Enhancements (New Activity to Create Negative Receipt that Auto Remittance sends to Payment Engine) 9. Revenue Management Enhancements 1. Contingencies / Deferred Revenue Mgmt 2. Rev. Rec and Cost in Same Period Ø Partial Period Billing 3. Daily Recognition 4. Split Period Recognition Rules Ø Partial Period Revenue Recognition Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

R 12 Sales Contracts New Features Contract Authoring and Collaboration • Microsoft Word Synchronization

R 12 Sales Contracts New Features Contract Authoring and Collaboration • Microsoft Word Synchronization (Word 2003) • Contract Policy Deviations • i. Store 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 Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

R 12 Service Contracts New Features Contract Authoring Enhancements • Standard Coverage Mass Update

R 12 Service Contracts New Features Contract Authoring Enhancements • Standard Coverage Mass Update • Multi-Org Access Control • Publish Contract for Online Acceptance • Line Level Cancellation • Oracle e. Tax 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 Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

R 12 Service Contracts New Features Contract Billing and Revenue Enhancements • Partial Period

R 12 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 Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

R 12 Install Base New Features • • Consolidated Asset Tracking Repository Contracts &

R 12 Install Base New Features • • Consolidated Asset Tracking Repository Contracts & IB Usability UI Improvements Mass Update & Contract Impact Verification Transfer of Ownership using Order Fulfillment Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Thank You Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential

Thank You Copyright © 207, Oracle. All rights reserved. Oracle & Google Confidential