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Leverage R12 features of Order Management Vikas Khurana Infosys Technologies Limited

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Page 1: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Leverage R12 features of Order Management

Vikas Khurana

Infosys Technologies Limited

Page 2: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Learning Objectives

• As a result of this session you will be able to:

Understand R12 features of OM

How to use R12 OM features

Understand new features in Pricing and iStore modules

Page 3: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Speaker’s Qualifications• Vikas is a Consultant in Enterprise Solutions unit of Infosys

Technologies Limited• Vikas has presented papers in OAUG conferences

• Infosys Technologies Limited (NASDAQ: INFY) is a global leader in Consulting and IT services (www.infosys.com)

• Enterprise Solutions (ES) group at Infosys provides Consulting and End-to-End implementation solutions for almost all the ERP packages (http://www.infosys.com/services/packaged-applications/default.asp)

• Oracle Applications practice in ES provides Oracle consulting services to world’s leading corporations across industry verticals

• Infosys is a “Certified Advantage Partner (CAP - Worldwide)” of Oracle in i-Platform and E-business Suite track

• Infosys has the highest number of EBS certified professionals globally

Page 4: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Presentation Agenda

••• R12 OM EnhancementsR12 OM EnhancementsR12 OM Enhancements• MOAC – An Insight• Scheduling Enhancements• Cascading Enhancement• Exception management• Other Enhancements• Advanced Pricing Enhancements• iStore Enhancements• Conclusion• FAQ

Page 5: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

R12 Features

• Multi Org Access Control (MOAC)

• Scheduling Enhancements

• Cascading Attributes from Header to Line

• Exception Management

• Credit card payment related enhancements

Page 6: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Presentation Agenda

• R12 OM Enhancements••• MOAC MOAC MOAC ––– An InsightAn InsightAn Insight• Scheduling Enhancements• Cascading Enhancement• Exception management• Other Enhancements• Advanced Pricing Enhancements• iStore Enhancements• Conclusion• FAQ

Page 7: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

MOAC

• New feature in R12 EBS

• Provides data access across OU’s – Single Single responsibilityresponsibility

Page 8: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

MOAC – Setups

• Define Security profile

• Set MO Profile options

• Set User level preferences

Page 9: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

MOAC – Setups

Page 10: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

MOAC – Order Management

• OU added as a hidden field to OM Transaction forms

• OM Profile Options migrated to System parameters

• OU added as a hidden field to OM Setup forms

• Perform Actions to Orders across OU’s

• Operating Unit added as a parameter to Concurrent

programs and Reports

• Operating Unit added as a parameter to OM PUB API’s

Page 11: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

MOAC – Order Management

Page 12: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Concurrent Requests / Reports

Page 13: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

OM Schema changes

OU based View

OU based View

11i

SynonymOE_ORDER_LINES2

SynonymOE_ORDER_HEADERS1

R12Object NameSN

Page 14: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Customization Methodology• mo_global.set_policy_context can be used to set policy

context for a given OU

• Execute the step before calling the OM standard API

mo_global.init(<application short name>)mo_global.set_policy_context(‘S’,<ORG_ID>)

Page 15: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Presentation Agenda

• R12 OM Enhancements• MOAC – An Insight••• Scheduling EnhancementsScheduling EnhancementsScheduling Enhancements• Cascading Enhancement• Exception management• Other Enhancements• Advanced Pricing Enhancements• iStore Enhancements• Conclusion• FAQ

Page 16: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Scheduling Enhancements

• Enhancements to Schedule Orders program

• Ability to Schedule lines that were never picked up for Scheduling

• Unscheduling

• Reshceduling

Page 17: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Presentation Agenda

• R12 OM Enhancements• MOAC – An Insight• Scheduling Enhancements••• Cascading EnhancementCascading EnhancementCascading Enhancement• Exception management• Other Enhancements• Advanced Pricing Enhancements• iStore Enhancements• Conclusion• FAQ

Page 18: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Cascading Enhancements• Changes to Header Attributes can be conditionally

cascaded to Lines

• Profile Option / Lookup based

Page 19: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Presentation Agenda

• R12 OM Enhancements• MOAC – An Insight• Scheduling Enhancements• Cascading Enhancement••• Exception managementException managementException management• Other Enhancements• Advanced Pricing Enhancements• iStore Enhancements• Conclusion• FAQ

Page 20: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Exception Management

• Improved Error reprocessing

Page 21: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Presentation Agenda

• R12 OM Enhancements• MOAC – An Insight• Scheduling Enhancements• Cascading Enhancement• Exception management••• Other EnhancementsOther EnhancementsOther Enhancements• Advanced Pricing Enhancements• iStore Enhancements• Conclusion• FAQ

Page 22: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Other Enhancements

• Create / Edit Orders in Contact Center (TeleService)

• Credit card Security Code Enhancements

Page 23: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Presentation Agenda

• R12 OM Enhancements• MOAC – An Insight• Scheduling Enhancements• Cascading Enhancement• Exception management• Other Enhancements••• Advanced Pricing EnhancementsAdvanced Pricing EnhancementsAdvanced Pricing Enhancements• iStore Enhancements• Conclusion• FAQ

Page 24: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Advanced Pricing Enhancements

• Price Book

• Continuous Price Breaks

• MOAC – Pricing Security

• Pricing Parameters

Page 25: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Presentation Agenda

• R12 OM Enhancements• MOAC – An Insight• Scheduling Enhancements• Cascading Enhancement• Exception management• Other Enhancements• Advanced Pricing Enhancements••• iStore EnhancementsiStore EnhancementsiStore Enhancements• Conclusion• FAQ

Page 26: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

iStore Enhancements

• Telecommunication specific features

• Self – service online Account creation

• Duplicate Carts

• Ability to capture End Customer

• Multi Org Access Control

Page 27: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Presentation Agenda

• R12 OM Enhancements• MOAC – An Insight• Scheduling Enhancements• Cascading Enhancement• Exception management• Other Enhancements• Advanced Pricing Enhancements• iStore Enhancements••• ConclusionConclusionConclusion• FAQ

Page 28: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Conclusion

• Enables Shared service operations

• Provides a way to View and Manage data across

OU’s from a single responsibility

• Provides a global consolidated view of sales data

across OU’s

• Reduces processing time

Page 29: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Presentation Agenda

• R12 OM Enhancements• MOAC – An Insight• Scheduling Enhancements• Cascading Enhancement• Exception management• Other Enhancements• Advanced Pricing Enhancements• iStore Enhancements• Conclusion••• FAQFAQFAQ

Page 30: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

FAQ1.1. Can MOAC be used to restrict to certain list of Can MOAC be used to restrict to certain list of

OU’sOU’s??Yes. By using Custom Security Profiles.

2.2. Can Actions be performed on Orders across Can Actions be performed on Orders across OU’sOU’s from a single responsibility?from a single responsibility?

Yes.

3.3. Can Cascading for Header to Line Attributes be Can Cascading for Header to Line Attributes be done conditionally?done conditionally?

Yes. By using the lookup.

Page 31: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

References

• R12 TOI: OM Functional

• R12 TOI: OM Technical

• R12 OM RCD

Page 32: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Q & A

Email: [email protected]

Office: 91 40 39822222

Page 33: Leverage R12 features of Order Management · Understand R12 features of OM How to use R12 OM features Understand new features in Pricing and iStore modules. Speaker’s Qualifications

Thank You!