delivering value with e-business suite...

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1

Delivering Value with

E-Business Suite R12.2

David Chaimson, Sales Consulting Mgr

October 24, 2014


Safe Harbor Statement

The following is intended to outline our general product direction.

It is intended for information purposes only, and may not be

incorporated into any contract. It 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 described for Oracle’s

products remains at the sole discretion of Oracle.

3

A Little About Me

• DC Metropolitan area is home

• 20 years with Oracle

– Last 10 as Sales Consulting Manager

– First 10 as Sales Consultant

– Financials/Projects and surrounding apps

• 7 years with another vendor

• 3 years in Development

– BS Computer Science

– MBA Coursework

4

• Roles

• History

• Versions

• Satisfaction Level

A Little About You


• Oracle’s Applications Strategy

• Release 12-12.2 Functional Highlights

• Endeca Overview and Demo

• Fusion Coexistence Options

• Fusion Mobile Expenses Demo

• Other Solution Considerations

• Guidance & Add’l Information

• Q&A

Agenda








•Guidance & Add’l Information

• Q&A

Agenda

7

Applications Unlimited

Fusion Middleware

New Applications

Applications Unlimited

Commitment to ongoing

enhancements & support of

Oracle Apps.

Lifetime Support

The most comprehensive

support policy available.

Co-Existence

Apps designed to add value &

work with your existing

investments.

Years from Release G/A

0 5 8

Premier

Extended

Sustaining

Oracle Applications Strategy Complete Choice

8

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023

E-Business Suite Support Timelines

11.5.10 GA Nov 2004

Premier Sustaining

Premier Sustaining

Nov 2013

Jan 2012 Jan 2015

Nov 2010

Extended

Dec 2015

12.0 GA Jan 2007

12.1 GA May 2009

12.2 GA Sep 2013

Sustaining

Dec 2016 Dec 2019 May 2009

Extended

Premier Sustaining

Sep 2018 Sep 2021 Sep 2013

Extended

3

Support updates as of Sep 2013

1. 11.5.10 Sustaining Support Exception through Dec 2015 (from Dec 2014; additional 12 months)

2. 12.1 Premier Support through Dec 2016 (from May 2014; additional 31 months)

3. 12.1 Extended Support through Dec 2019 (from Dec 2018; additional 12 months)

1

2

3

Premier 2

Extended 1

Exception

For more info, see Oracle Lifetime Support Policy: Oracle Applications

http://www.oracle.com/us/support/library/lifetime-support-applications-069216.pdf

9 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Oracle E-Business Suite R12-12.2 Substantial Value in Every Area

Financials &

Projects

Procurement

Supply

Chain

Human

Capital

Asset

Lifecycle

& Service

Applications

Technology

Applications

Technology

Financials & Projects

Procurement

Supply

Chain

Asset

Lifecycle

& Service

Human

Capital

12.2



Procurement

Supply

Chain

Human

Capital

Asset

Lifecycle

& Service

Applications

Technology

Applications

Technology


Procurement

Supply

Chain

Asset

Lifecycle

& Service

Human

Capital

12.2

Increase Operational Control and Efficiency What’s New in Financials & Projects

11

CENTRALIZED ACCESS

France Legal Entity

Italy Legal Entity

U.S. Legal Entity

Business

Unit

Business

Unit

Business

Unit

Single Sign-On

ONE GLOBAL TAX ENGINE

CENTRALIZED PAYMENTS &

FUNDS CAPTURE ENGINE

Central Engine

• Centrally managed rules

• Consistent tax services

UNIFIED BANK ACCOUNT MODEL

Legal Entity

Business

Unit

Business

Unit

Business

Unit

Payments Receipts

Increase Shared Service Center Efficiency Lower Transaction Costs

Copyright © 2010, Oracle and/or its affiliates. All rights reserved.

12

Responsibility Responsibility Responsibility Single Responsibility

Transaction Processing

• Accounting

• Invoice Entry

• Billing, Dunning & Collections

• Procurement

• Order Management

• Payments

• Reports

Holland

Legal Entity

Denmark

Legal Entity

Belgium

Legal Entity

Belgium

Legal Entity

Holland

Operating Unit

Belgium

Operating Unit

Denmark

Operating Unit

Increase Shared Service Center Efficiency Conduct Cross-Org Functions


Multi-Org Access Control

13

GL Processing

• Journal Entry

• Ledger Access

• Posting

• Reporting

• Inquiry

Increase Shared Service Center Efficiency Conduct Cross-Ledger Functions

Holland

Legal Entity

Denmark

Legal Entity

Belgium

Legal Entity

Belgium

Legal Entity

Belgium

Ledger

Holland

Ledger

Denmark

Ledger

Access to Multiple Ledgers Too!


14

Multiple ledgers maintain

multiple accounting

representations

Legal Entity

US

Ledger

French

Ledger

Meet Global Accounting Standards Ledger Architecture with Centralized Accounting Engine

French Rules

Plan Comptable

French Calendar

EUR

US GAAP

US COA

US Calendar

USD

Dr. R&D Costs 6,000 USD

Cr. Payables 6,000 USD

Dr. Asset 9,000 EUR

Cr. Payables 9,000 EUR

Payables Invoice

Centralized

Accounting

Engine



Drive Consistency and Standardization Centralized Advanced Global Intercompany System

• Centralized intercompany setup

• Automatic generation of accounts

• Flexible approvals & invoicing options

• Integration with GL, AP, and AR

• Centralized I/C Account Setup

• Workflow Enabled

• Easy Reconciliation


Additional Financials Functionality

Accounts Receivable • Automated AP/AR Netting

• Flexible Revenue Recognition Rules

• Automate AutoLockbox Processing

• COGS and Revenue Matching

• Payment-Based Revenue Recognition

• Line level Cash Application

• Credit Card Chargebacks and Error Handling

• Cash Application Work Queue

Cash & Treasury • Enhanced Bank Reconciliation

• Flexible Cash Pooling

• Control of Bank Account Signatories

• Automated Cash Pooling Across Legal Entities

• Hedge Effectiveness Testing for FAS 133 and IAS 39

• Automatic Floating Rate Reset for Bonds

Internet Expenses • Enhance Global Per Diem and Mileage Calculations

• Automatic Matching of Advances to Expense Reports

• Automatic Holds for Expense Reports without Receipts

• Enhanced Cost Center and Projects Approvals

• Integration with Fusion Mobile Expenses

General Ledger • Ledgers and Ledger Sets

• Cross-Ledger and Foreign Currency Allocations

• Control Accounts and Replacement of Disabled Accounts

• Integration with Fusion Accounting Hub

Accounts Payable • Automated AP/AR Netting

• Invoice Line Level Approval

• Complex Services Invoice Processing

• Supplier Negotiation and Holds Resolution

• Non-PO based Self-Service Invoices

• Subcontract Mgmt for E&C – Pay When Paid & Deliv Control

• Discount Calculation Enhancements

• Enhanced Withholding for Brazil

• Third Party Payments

Assets • Depreciation Rollback • Depreciation Enhancements for Oil and Gas Industry • Impairment Enhancements for IAS 36 and Energy Industry • Revaluation Enhancements per SORP 2006 (UK) • Enhanced Mass Addition Interface


• Role Based Analytics

• P6 Integration

• Supplier Cost Dashboard

Self Services Expenditure Inquiry

• Reporting Improvements

• Pay When Paid

• Enhanced Change Management

• MS-P 2007 Certification

Project Resource Management

Project Costing Project Billing

Project Contracts

Project Collaboration

Project Management

Global

Project

Repository

Project Portfolio Analysis

Resource Management

Project Billing

• Actual Costing from PR

• Labor Cost Accruals

• Costing with Multiple HR Rates

• Integrated Services Procurement

• Supplier Payment Controls

• E&C Deduction Processing

Project Billing

Project Costing

Project Reporting

Project Management

• Prepayment Receipt Application

• Effective Date Fund Consumption

• UBR/UER as Control Accounts

• Improved Searches

• Date Validations & Defaults

• Streamlined Navigation

Enterprise Project Portfolio Management Complete Visibility and Control



Procurement

Supply

Chain

Human

Capital

Asset

Lifecycle

& Service

Applications

Technology

Applications

Technology


Procurement

Supply

Chain

Asset

Lifecycle

& Service

Human

Capital

12

Reduce All Supply Management Costs What’s New in Procurement


Negotiations Contracts & Agreements

Invoicing & Payment

Supplier Management

Requisitions PO

Execution

Unified Workcenter for All Proc Responsibilities Professional Buyer’s Work Center


Additional Procurement Functionality

iProcurement • One-Step Checkout

• Advanced Filtering

iSupplier Portal • Automated AP/AR Netting

• Products and Services Search

• Work Confirmation Correction

Procurement Contracts • Secure Enterprise Search • Deliverable Payment Holds • MS-Word 2010 Certification

Purchasing • PO and Requisition Mass Update

• Approvals Mgmt Engine for PO Approvals

• PO Pricing Enhancement

• Configurable Notification in PO

• Project Security within Oracle Purchasing

Spend Classification • New product to help capture/categorize non-catalog purchases



Procurement

Supply

Chain

Human

Capital

Asset

Lifecycle

& Service

Applications

Technology

Applications

Technology


Procurement

Supply

Chain

Asset

Lifecycle

& Service

Human

Capital

12

Optimize Value Creation What’s New in Supply Chain Management



Procurement

Supply

Chain

Human

Capital

Asset

Lifecycle

& Service

Applications

Technology

Applications

Technology


Procurement

Supply

Chain

Asset

Lifecycle

& Service

Human

Capital

12.1

Reduce Capital Expenditures What’s New in Asset Lifecycle Management & Service



Procurement

Supply

Chain

Human

Capital

Asset

Lifecycle

& Service

Applications

Technology

Applications

Technology


Procurement

Supply

Chain

Asset

Lifecycle

& Service

Human

Capital

12.1

Reduce Capital Expenditures What’s New in Human Capital Mgmt



Procurement

Supply

Chain

Human

Capital

Asset

Lifecycle

& Service

Applications

Technology

Applications

Technology


Procurement

Supply

Chain

Asset

Lifecycle

& Service

Human

Capital

12

Increase Value from Applications What’s New in Applications Technology


Oracle Business Intelligence Publisher for Oracle E-Business Suite

Drive Greater End User Productivity Better Document Publishing


Leverages Oracle 11g R2

Patches can be applied while the

production system is fully operational

Only a short downtime is required to

complete patching process

The amount of downtime required by

any patch will be consistent

Solution

Online Patching Dramatically Reduce Patching Downtime

* used for applying all patches in 12.2









• Q&A

Agenda


EBS Databases

Unstructured

Data

Structured and

Semi-Structured

Data

Files Social

EBS Applications Extensions

Endeca Functionality Integrated to EBS


The New EBS Applications Extensions

Search Across Organizations

KPI’s

Search On Flexfields

Tag Clouds

Guided Navigation


Measure: Complete Business View


Identify: Get Search Results While Typing


Prioritize: Filter, Sort, and Select


Drill: From enterprise summaries to detail


Act: View Transactional Details


E-Business Suites Extensions

Enterprise Asset Mgmt

Field Service Fins &

Projects

Supply Chain Management

Asset Performance

Work Orders

Materials

Spares Planning

Incidents

Projects

iReceivables

Payables

Discrete Manufacturing

Inventory Management

Channel

Revenue

Management

Order

Management

Claims Order Returns

Procurement HCM

iProcurement Candidate Job Search

Order Delays


Endeca EBS Payables Demo





• Fusion Coexistence Option



• Add’l Information & Guidance

• Q&A

Agenda


Fusion and Complete Choice Recommendations


Definition of Coexistence


Coexistence: Fusion Mobile Expenses App Automate and mobilize your travel spend management

Enter, submit, view,

and approve expenses

Enter expenses, including

project related expenses

Multiple expense entry

options

Quick and intuitive entry for

an on-the-go workforce

Completely

Integrated

Available on the AppsStore – Search for Oracle Fusion Expenses


Centralized Dashboard

Actionable Analytics and

Reporting Spreadsheet Integration

Re

ve

nu

e

acco

un

tin

g

Re

ve

nu

e

So

urc

es

Re

fere

nce

da

ta

Automated Compliance

Coexistence: Fusion Revenue Mgmt Automate complex IFRS and VSOE revenue recognition requirements

OTHER

SOURCES


Coexistence: Fusion Revenue Mgmt Addressing Key Challenges for Revenue Managers

Automation of contract identification, fair value price and

compliance adjustments

Centralized repository for reporting and accounting

Audit trails and approvals ensure accurate revenue

processing

AUTOMATION

ACCURACY

COMPLIANCE


Dashboards

Self-Service Mobile Reporting

Spreadsheet Integration

Drilld

ow

n

Ba

lance

s

Coexistence: Fusion Accounting Hub (FAH) Accounting and Reporting Platform with your existing General Ledger

Re

fere

nce

da

ta

syn

ch

ron

iza

tio

n

Multi-Dimensional Analytics

OTHER

SOURCES


Self-Service Financial Reporting

Spreadsheet Integration

Drilld

ow

n

Ba

lance

s

Coexistence: FAH Reporting Cloud Service Real-time Financial Analysis for Your EBS General Ledger

Multi-Dimensional Analytics









• Q&A

Agenda


Oracle Fusion Mobile Expenses EBS Requirements

• Works with R12.1.3 (and later)

• For more info, see Support Doc 1586116.1

• Go to App Store and search for:

Oracle Fusion Expenses





• Fusion Coexistence Option



• Add’l Information & Guidance

• Q&A

Agenda


Oracle E-Business Suite Other Options for Expanded Value

• Oracle Self Service

• Business Intelligence Applications

• Oracle GRC Applications

• User Productivity Kit

• Hyperion Solutions





• Fusion and Other Considerations



• Q&A

Agenda


2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023

E-Business Suite Guidance Support Timetable

11.5.10 GA Nov 2004

Premier Sustaining

Premier Sustaining

Nov 2013

Jan 2012 Jan 2015

Nov 2010

Extended

Dec 2015

12.0 GA Jan 2007

12.1 GA May 2009

12.2 GA Sep 2013

Sustaining

Dec 2016 Dec 2019 May 2009

Extended

Premier Sustaining

Sep 2018 Sep 2021 Sep 2013

Extended

3

Support updates as of Sep 2013

1. 11.5.10 Sustaining Support Exception through Dec 2015 (from Dec 2014; additional 12 months)

2. 12.1 Premier Support through Dec 2016 (from May 2014; additional 31 months)

3. 12.1 Extended Support through Dec 2019 (from Dec 2018; additional 12 months)

1

2

3

Premier 2

Extended 1

Exception

For more info, see Oracle Lifetime Support Policy: Oracle Applications

http://www.oracle.com/us/support/library/lifetime-support-applications-069216.pdf


E-Business Suite Guidance 12.1 & 12.2 Roadmap

May

2009

Dec

2009

Aug

2010

12.1 12.1.2 12.1.3 12.1.3+ New Features

Planned Released

12.2 12.2.3 12.2.4 12.2.x

Sep

2013

Field Service, Expenses

EBS Extensions for Endeca

Mobile Apps

In-Memory Apps & Other New Products

Product Releases for Both 12.1 & 12.2

In-Memory Cost Mgt, Outsourced Mfg, SCEM, EBS Testing Automation

16 products Financials, Procurement, Contracts, Project Manufacturing,

Quality, SSHR Manager, MDM Hubs, more

Time Entry, Projects, Procurement, Order Mgt, Manufacturing, Quality, Maintenance, Approvals, Employee Directory, more

More In-Memory Apps, Yard Mgt , Advanced EBS Testing Packs, more

User Experience Innovation, Functional Advancements


E-Business Suite Guidance What’s the Best Target Platform?

Choose 12.2 if you:

– Need the high availability provided by Online Patching

– Want the functional enhancements that are in 12.2

– Prefer to invest in a single project to upgrade directly to 12.2

Choose 12.1 if you:

– Prefer to target a release with thousands of live customers

– Would like to stay on 12.1 for 2-3 years before upgrading to 12.2

– Need to move from a release below 11.5.10 with no direct upgrade to 12.2


Improved Operational Efficiency

• WebADI Control Account Usage Restriction

• Allocation Formula across Ledger

Currencies

• Parallel Approval of Supplier Invoices

• Query and Consolidation for Golden Tax

Transactions by Sale Order Number

• Auto Reassignment of Work Items upon

change in Collector

• Metrics by Operating Unit

Cloud Applications Co-existence

• Revenue Recognition Based on Fair Market

Value with Revenue Management

Integration

• FAH Reporting Cloud for EBS

Global & Industry Enhancements

• ISO 20022 Direct Debit and Multiple

Mandates per Debtor Account

• SEPA Credit Transfer - Exception Handling

• Brazilian Nomenclature of Services,

Intangibles and Others

Improved Operational Efficiency

• Transfer of revaluation journals from primary

to secondary ledgers

• Split of invoice line by unit price

• User choice for end date for deferred daily

revenue recognition accounting rules

• Update Mandate information via API

Global & Industry Enhancements

• PIR Interface Enhancements

• CTA Interface Enhancements

• Brazilian SPED Accounting Changes

• Italian e-invoice

• ICMS Tax Calculation for Inter state

transactions

• Deferred VAT Reporting for Tax

Mobile Approval

• Invoice Approvals


Customer Enhancements

• Credit Card Tokenization

• Federal Regulatory Enhancements

• Functional Currency in Payment Extract

• Ability to enter on account payments

Global

• Legal Updates for Spain, Belgium, China,

Japan, India, Turkey, Poland , Switzerland

Cloud Applications Co-existence

• Cash Management Integration

• Procure to Pay Integration


Release 12.2.4

August 2014

What’s Next

0-12 month planning cycle

Future Directions

Post 12 month planning cycle

Restricted to event use only. 83

Oracle E-Business Suite What’s Coming: The Roadmap for Fins


Improved User Experience

• Simplified Project Creation

• Improved Budget & Forecasting UIs

• Improved Funding Usability

Project Procurement

Optimized Customer Billing & Revenue

• Intercompany Billing

• Cost Plus Fixed Fee Billing

• Fixed Price Progress Payment Billing

• Invoicing by Bill Groups

Mobile App

• Project Manager App

Project Controls

• Project Management Control Center

• Progress on Financial Plan

• Budgetary Control on Financial Plan

Co-Existence with Oracle PPM Cloud

• Resource Management

• Task Management

• Revenue Management


• Fixed Price Progress Payment Billing

• Billing & Revenue Command Center

Primavera P6 Integration

Provide Knowledge Base and Best Practices

Improved User Experience

• Project Manager Tablet App

• Simplified Change Management

Mobile App

• Issue Management


• Construction Billing

• Foreign Currency Improvements

Primavera Unifier Integration

Provide Knowledge Base and Best Practices

Release 12.2.4

August 2014

What’s Next

0-12 month planning cycle

Future Directions

Post 12 month planning cycle

Restricted to event use only. 84

Oracle E-Business Suite What’s Coming: The Roadmap for Projects


IMPROVED APPLICATION USABILITY THROUGH

ENHANCEMENTS TO NATIVE USER INTERFACE

Enhanced Mobility – Gesture Support

Oracle Standard Look and Feel

Richer Component Interactions

Table – Column Reorder, Resize, Detach, Scroll

Oracle Standard Global Header

New Components – Time Picker, Menu, Accordion etc...

Enhanced User Productivity, More Appealing User Experience.

Oracle E-Business Suite What’s Coming with the UI: OA Framework Usability Roadmap


ENHANCING USER EXPERIENCE BY PROVIDING

OAF UI IN ADDITION TO FORMS UI

Order Entry UI in Order Management

Preventive Maintenance in EAM: Forecast and Implement and

Generation of Preventive work orders

Assets Definition in EAM

Log Non-Conformances (Process Manufacturing)

Quality Sample Entry (Process Manufacturing)

Supplier Merge (Supplier Hub)

View Site Lease (Site Hub)

Oracle E-Business Suite What’s Coming with the UI: Select Forms Converted to OAF for Simplicity


Additional Information How to Learn More

• EBS Version Information

• R12 Info Center – Support Doc ID 401740.1

• R12.1 Info Center – Support Doc ID 806593.1

• R12.2 Info Center – Support Doc ID

• Endeca Information

• EBS Extensions for Endeca - Support Doc ID 1486924.2

• Lifetime Support Policies

• http://www.oracle.com/us/support/lifetime-support/index.html

http://www.oracle.com/us/support/lifetime-support/index.html




Additional Information How to Learn More

• Fusion Velocity Demo Webcasts • 60-minute overview of Fins, PPM, Proc, Cloud Ops, and MDM

• Register at: http://www.oracle.com/goto/oracleerpcloudwebinars

• An Offer of My Team

• The health check offering – what it is and isn’t!

http://www.oracle.com/goto/oracleerpcloudwebinars


QUESTIONS

AND

ANSWERS

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