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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 2
The following is intended to outline our general product
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commitment to deliver any material, code, or functionality,
and should not be relied upon in making purchasing decision.
The development, release, and timing of any features or
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Safe Harbor Statement
Oracle Payables Extensions for Oracle Endeca
Presenter: Sriram Ramanujam Sr. Principal Software Engineer
Global E-Business
Suite Support
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Objectives
Introduction to Oracle Endeca
Oracle Payables Extensions for Endeca
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Agenda
Oracle Endeca - Overview
Key Business Benefits,Business Values and Capabilities
Oracle Payables Extensions for Oracle Endeca User Interface
Setup and Configuration Steps
Technical
Resources
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HALF MY
WASTED! Again!
MORNING
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Information- Driven Business Decisions
PRIORITIZE
RESOLVE MEASURE
IDENTIFY
REQUIREMENTS
Need to Transform Business To …
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The Challenge
Decision Making
Volume
Real Time
Information
Structured
Unstructured
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EBS APPLICATIONS EBS ENDECA
$
PO
WO
SO
$ PO
EBS DATABASE
Enabling Information Driven Business Accessing Data In Real Time
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Oracle HW, Other HW, or Virtual Machines
EBS Middle Tier
Server or VM
EBS Database
Server or VM
EBS Endeca
Server or VM
EBS Endeca Applications
(Incremental Refresh)
Results
Results
Transactions
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Oracle HW, Other HW, or Virtual Machines
Same MT Server
EBS Middle Tier
Server or VM
EBS Database
Server or VM
EBS Endeca
EBS Endeca Applications
Incremental Refresh
Results
Results
Transactions
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STUDIO SERVER MDX SERVER INTEGRATOR EBS VIEWS
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Oracle Endeca Information Discovery Integration Suite
Studio Interactive Business Discovery
Create and Share Apps
Endeca Server Hybrid Search/Analytical Database
Flexible Data Model
Integration Suite Data Integration and Enrichment
Structured and Unstructured
Integration Suite
Lightweight ETL with native Endeca
Server connectivity
Java SDK for extensibility – easily
connect to additional data feeds and
APIs
Modules for unstructured data:
• Text Enrichment
• Sentiment Analysis
• Content Management System Connectors
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Oracle Endeca Information Discovery Endeca Server
Studio Interactive Business Discovery
Create and Share Apps
Endeca Server Hybrid Search/Analytical Database
Flexible Data Model
Integration Suite Data Integration and Enrichment
Structured and Unstructured
Oracle Endeca Server
Hybrid search/analytical database
Search, navigation, and analytics on
diverse, changing information
Designed for Discovery
• Flexible data model
• Columnar storage
• In-memory analytics
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Oracle Endeca Information Discovery Studio
Studio Interactive Business Discovery
Create and Share Apps
Endeca Server Hybrid Search/Analytical Database
Flexible Data Model
Integration Suite Data Integration and Enrichment
Structured and Unstructured
Studio
Interactive, visual discovery
environment
Drag-and-drop configuration
Full-featured component library
Based on best practice UI design
patterns
Built on Java portal technology
standards
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Endeca’s Unique User Experience Interactive Data Exploration and Analysis
Advanced Search
• Search across all data
• Dynamic typeahead
• Automatic spell correction
• Unlocks unstructured data
Visual Analysis
• Charts, crosstabs, key metrics
• Geospatial visualization
• Tag clouds
Contextual Navigation
• Data-Driven. Freely browse data without
predefined paths or writing queries
• Interactive. Shows only valid next steps
• Easy to Use. Familiar online experience
+ +
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E-Business Suite with Embedded Endeca Content
Authentication
Fully Integrated with EBS Security
No need for extra setup
No SSO setup required
Authorization
UI is secured by FND function
security
Flexibility in granting access to
Endeca content
EBS data security is enforced
UI Integration
Out-of-the-box UI Integration
Embedded experience
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OA Integration
Ability to drill down to an OA page in context
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Forms Integration
Ability to drill down to EBS forms in context
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Full Load
Reset data domain
– Wipe out metadata
– Wipe out data
Load attribute configuration and associated metadata
Load application data from EBS views (with any app specific filters)
Hint: Full load to an offline machine
– Avoid data domain being inaccessible for an extended period
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Incremental Load
Loads application data created/updated since previous load, filtering rows
where eid_last_update_date >= (last successful ETL DateTime) and
eid_last_update_date < (DateTime of Current Run)
Does not affect metadata
Last successful
load Current
load
Load Failed
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Oracle Endeca - Summary
Intelligent Search
Interactive Visualizations
Contextual Navigation
Universal Data Support
Drag-and-Drop Application
Composition
In-Memory Architecture
Oracle Endeca Information Discovery
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Oracle Payables Extensions for Endeca
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Key Challenges - Payables
Supplier Balance
Management
Maximizing
Discounts
Dispute
Resolution Decreased
Productivity
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Modern Landing Page
Guided Navigation
Type Ahead Search
Range Filters
Advanced Visualization
Tag Clouds
Cross Tab
Metric Bar with Highlights
Charts
Search Across Organizations
Full 360 Degree Data View
Capabilities
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Business Benefits and Business Values
Maximize Productivity and User Experience
Quickly Resolve Disputes
Maximize Discounts and Optimize Working Capital
Increase Visibility
Improve Supplier Relationship
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Information Driven Payables
Traditional :
I would like to work on Invoice # 1234 today
Information
Driven :
I would work on the most critical issue today
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Oracle Payables Extensions - Endeca User Interface
Oracle Payables Extensions for Endeca
– Supplier Balance
– Holds
– Discounts Opportunity
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Guided Navigation
Oracle Payables Extensions – General
Ledger
Invoice Details
Supplier
Hold Details
Date
Amount
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Oracle Payables Extensions – General
Data Refresh Date
Ledger Filter
Detach and Enlarge
Export
Landing Page
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Oracle Payables Extensions – Supplier Balance
Supplier Balance
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Oracle Payables Extensions – Supplier Balance
Supplier Balance – Open Balances
– Ledger Currency
– Supplier Balance
– Employee Balance
– Unapplied Prepayments
– Past Due Invoices
– Invoices Due in 7 Days
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Oracle Payables Extensions – Supplier Balance
Supplier Balance
– Top10 Suppliers
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Oracle Payables Extensions – Supplier Balance
Supplier Balance
– Top10 Suppliers
– Charts and Graphs
Aging of Past Due Invoices
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Oracle Payables Extensions – Supplier Balance
Supplier Balance
– Top10 Suppliers
– Charts and Graphs
Aging of Past Due Invoices
Supplier Open Balance
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Oracle Payables Extensions – Supplier Balance
Supplier Balance
– Top10 Suppliers
– Charts and Graphs
Aging of Past Due Invoices
Supplier Open Balance
– Open Invoices
– Invoices Paid in Last 7 Days
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Oracle Payables Extensions – Supplier Balance
Supplier Balance
– Top10 Suppliers
– Charts and Graphs
Aging of Past Due Invoices
Supplier Open Balance
– Open Invoices
– Invoices Paid in Last 7 Days
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Oracle Payables Extensions - Holds
Holds
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Oracle Payables Extensions - Holds
Holds - Metrics
– Ledger Currency
– Past Due Invoices on Hold
– Invoices Held due in 7 Days
– Discount Lost due to Holds
– Invoice Amount on Hold
– Invoices on Hold
– Average Hold Period
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Oracle Payables Extensions - Holds
Holds
– Top 10 Holds
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Oracle Payables Extensions - Holds
Holds
– Top 10 Holds
– Invoices on Hold
– Hold Details
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Oracle Payables Extensions - Holds
Holds
– Top 10 Holds
– Invoices on Hold
– Hold Details
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Oracle Payables Extensions - Holds
Holds
– Charts and Graphs
Invoices on Hold
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Oracle Payables Extensions - Holds
Holds
– Charts and Graphs
Invoices on Hold
Aging of Invoices on Hold
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Oracle Payables Extensions - Holds
Holds
– Charts and Graphs
Invoices on Hold
Aging of Invoices on Hold
Discount Available on Invoices Held
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Oracle Payables Extensions – Discount Opportunity
Discounts Opportunity
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Oracle Payables Extensions – Discount Opportunity
Discounts Opportunity - Discount Metrics
– Ledger Currency
– Discount Available in 7 Days
– Discount on Invoices Held
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Oracle Payables Extensions – Discount Opportunity
Discounts Opportunity
– Top 10 Suppliers
– Payment Schedules with Discount
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Oracle Payables Extensions – Discount Opportunity
Discounts Opportunity
– Charts and Graphs
Discounts Available
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Oracle Payables Extensions – Discount Opportunity
Discounts Opportunity
– Charts and Graphs
Discounts Available
Discount Available by Percentage
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Setup and Configuration Steps
Installing Oracle Payables Extension for Oracle Endeca V4+,
Release 12.1.3.4 (Doc ID 1613587.1)
Access Control: Dashboards (User Interfaces) for Oracle Payables
– ‘Payables Endeca Access Role’
Scheduling / Loading Payables Data into the Endeca Data Store
Profile Options for Payables
– AP: Endeca Aging Template
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Technical
Views and Joins for Payables
– AP_EID_INSTALLMENT_V
– AP_EID_HOLD_V
– AP_EID_PAID_HISTORY_V
– AP_EID_PREPAYMENT_V
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Menus and Functions for Endeca Payables
Menu Name Menu Code User Function Name Function Name
Payables EID Dashboard AP_ENDECA_EID_MENU Holds Management(EID) AP_ENDECA_HOLD_HOME
Payables EID Dashboard AP_ENDECA_EID_MENU Discounts Opportunity(EID) AP_ENDECA_DISCOUNT_HOME
Payables EID Dashboard AP_ENDECA_EID_MENU Supplier Balance(EID) AP_ENDECA_BALANCE_HOME
Payables Dashboard (Promt - Holds Management)
AP_ENDECA_MENU Holds Management AP_ENDECA_HOLDS
Payables Dashboard (Prompt - Discounts Opportunity)
AP_ENDECA_MENU Discounts Opportunity AP_ENDECA_DISCOUNTS
Payables Dashboard (Prompt- Supplier Balance)
AP_ENDECA_MENU Supplier Balance AP_ENDECA_SUPP_BALANCE
Payables Dashboard AP_ENDECA_MENU Payments Schedule Validation AP_ENDECA_VALIDATION
Payables Dashboard AP_ENDECA_MENU
Sub Menu - Payables EID Dashboard
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Resources
Information Center: Oracle E-Business Suite Extensions for Oracle
Endeca (Doc ID 1486924.2)
Oracle E-Business Suite Extensions for Oracle Endeca 12.2 V5
(Doc ID 1914416.1)
Oracle Payables Extensions for Oracle Endeca, 12.1 and 12.2
(Doc ID 1623749.1)
12.1: Installing Oracle Payables Extension for Oracle Endeca V4+,
Release 12.1.3.4 (Note 1613587.1)