oow16 - oracle e-business suite: what’s new in release 12.2 beyond online patching [con1422]

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Oracle E-Business Suite: What’s New in 12.2 Beyond Online Patching

Jeanne Lowell Vice President, Product Strategy Applications Development Oracle September 2016


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.

4


Program Agenda

EBS 12.2 Strategy and Overview

EBS 12.2 Modern User Experience and Mobility

EBS 12.2 Functional Innovation

Where to Find More Information

Building your Roadmap

5

1

2

3

4

5


Program Agenda






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1

2

3

4

5


Building Upon the Strengths of EBS Integrated Global Suite

Strategic Investments In EBS Products

Modern User Experience and Mobility

Operational Efficiency

Functional Innovation

Rich functional flows for modern business in integrated global suite

• The Subscription Economy

• Outcome-Driven Procurement

• Customer-Driven Enhancements

• Globalization and Localization

Simple and actionable user experience for operational roles

• Smartphone Applications

• EBS Information Discovery

• User Experience Modernization

Lower effort and cost to operate and optimize EBS system

• Online Patching

• Applications Management

• Automated Testing

7


E-Business Suite 12.2 Online Patching

• Users remain online while patches are applied

• User downtime is limited to a short cutover period

• The maintenance window in 12.2 is predictable

• Critical business operations and revenue generating activities continue during patching

Signature Feature – Reduced Downtime for Business Continuity

8


Oracle E-Business Suite Release 12.2 Highlights

9

Reduced Downtime; Richer User Experience and Functional Flows Across the Suite

• Latest Oracle Look and Feel: Choice for Icon-Based Navigation; New Interactions & Widgets • Tablet Optimizations: Support for Familiar Tablet Interactions in HTML UIs; Tablet Optimized App Designs • Smartphone Apps: Simple, Actionable Apps for Targeted Roles On the Go. Available for 12.1.3 & 12.2 • Information Discovery: Dashboards to Identify & Act on Priority Transactions without Custom Reporting*

• Functional Innovation Across the Suite • Subscription and Services Selling • Outcome-Driven Procurement • Supply Chain Agility across Logistics,

Manufacturing, Planning, and Service • Advanced Project Controls and Project Billing • Linear Asset Management • Streamlined HTML User Interfaces • Customer Voted Enhancements

• Online Patching: Patching While Users on the System for Reduced Downtime • Technology Stack: WebLogic Server; Advanced Configuration Management • Automated System Mgt and Testing: Enhanced Patch Wizard; Oracle App Testing Suite w/EBS Content*




• New Products • Procurement Command Center* • Project Procurement* • Contract Renewal Command Center* • Advanced Project Planning and Control* • Yard Management • Outsourced Manufacturing* • In-Memory Cost Management* • Supply Chain Event Management*

* denotes new product(s) for 12.1.3 and 12.2


Part of Continued Investment on EBS Release Roadmap

Oracle E-Business Suite Release Roadmap

9/2013 12/2013 9/2014

12.2 12.2.3 12.2.4 12.2.5 12.2.6 12.2.7 12.3 12.1 12.1.2 12.1.3 12.1.3+

5/2009 12/2009 8/2010 10/2015

New Release

10

9/2016


• Announcing E-Business Suite 12.2.6 (PDF)

• Oracle E-Business Suite Release 12.2.6 Highlights (Video)

11

EBS 12.2.6 Release Announcement and Video Highlights Generally Available Sept 15, 2016

EBS Learning Subscription: education.oracle.com/subscriptions/ebs

http://www.oracle.com/us/products/applications/ebs-ga-2016-09-15-3219054.pdf



http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=904&get_params=cloudId:243,objectId:14783



https://education.oracle.com/subscriptions/ebs

http://docs.oracle.com/cd/E26401_01/nav/scm.htm

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. 12

Delivers To EBS Strategic Investment Themes

E-Business Suite Release 12.2.6 Highlights (GA 9/2016)

• New HTML User Interfaces: Logistics: Detailed Receiving, Shipping, Reservations; EAM; AOL • Improved HTML UX: OAF: More Modern User Interactions, More Developer Controls • Information Discovery: OM: Order 360 View; Financials: Asset Reconciliation, Additions Pipeline

Supporting Subscription Economy, Outcome-Driven Procurement, and Customer-Driven Enhancements • Order Mgt: OM: Recurring Billing; Quoting: Document Approvals using Electronic Signatures • Logistics: WMS: Inbound Task Mgt & Interleaving; Inv: Material Classification; Yard: Distributed Yard • Procurement: iProc: Spot Buy, Preferred Items; Contract Relationships; PCC: Sourcing; Proj Proc: Revisions • Projects: Acctg Adjustment Options; SOV & ARR Effort Coefficient; Consolidated Invoice UI; Grants Enhs • Manufacturing: Process Mfg: Yield Mgt; Project Mfg: LCM Support; MES: Serialized Mfg Enhancements • Value Chain Planning: Inventory Policy Planning; Enhanced UIs • Asset Mgt: Linear Assets Enh WO Creation; Calendar Based Preventive Maintenance; WO Package Printing • Service: Multiple Products on SR; Task Status by Task Type; GPS Based Emergency Scheduling; Depot: Claims • Financials: Adv Collections: Related Accounts, Actionable Work Items; CHRM: Period Mgt, Enh AutoPay • Human Capital Mgt: Pay: Enhanced Retropay Analysis; OTL: Overtime as Absence Accrual, Calendar UI

• Online Patching: Improved Performance for Seed Data and File Handling During Patching Operations • Applications Technology: Storage Options for Conc Mgr Files; External/Internal Authentication with DMZ • Internationalization: Improved Patching for MLS Environments with Both Full and Lightweight Modes





Program Agenda






13

1

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3

4

5


Simple and Actionable User Experience for Operational Roles

Oracle E-Business Suite 12.2 Modern User Experience and Mobility

14

Investment Priorities

Latest Oracle Look and Feel

Tablet Optimizations

Smartphone Apps (12.1.3 and 12.2)

Information Discovery (12.1.3 and 12.2)

Projects & Procurement

Financials

Human Capital

Asset Lifecycle & Service

Manufacturing & Planning

Order Mgt & Logistics

EBS

Procurement & Projects


Human Capital Magt

Financials




Oracle Cloud Home Page

Common Ground with Cloud Applications User Experience Convergence

Shared User Experience Lab

EBS 12.2 New Home Page

15


EBS HCM 12.1.3

Latest Oracle Look and Feel Across EBS See the Difference Across EBS Releases

EBS HCM 12.2.5

16


Tablet Optimizations with OAF 12.2

17

• Icon-Based Navigation: Home Page, Page Navigation

• Touch-Friendly Layout – Increased Row Height and Spacing

– Increased Column Header and Button Height

• Gesture Support – Page Navigation

– Table Interactions

• Device Support – Camera, Email, Maps

– Responsive Layout for Portrait & Landscape (Planned)

Enhanced User Productivity and More Appealing User Experience


Receiving Tablet Optimized User Interface Receive, Deliver and Manage Receipts on a Tablet

Deliver Receive

19


EBS Smartphone Apps

21


Be Informed and Take Action on the Go

E-Business Suite Smartphone Applications

Horizontal Apps – for most employees • Approvals • Expenses • Timecards • iProcurement

Line of Business Apps • Sales Orders • Product Information • Inventory • Procurement • Project Manager • Project Manufacturing • Service Manager

• Self-Service Human Resources • Learning • Person Directory

• Field Service • Maintenance • Mobile Supply Chain Apps (MSCA) • Discrete Production Supervisor • Process Production Supervisor • Discrete Quality Manager • Process Quality Manager • Yard

• EBS 12.1.3 and 12.2

• iOS and Android

• No additional costs for licensed users of base products

• Built with Oracle Mobile Application Framework (MAF)

For latest app availability, check EBS Mobile Apps MOS Note 1641772.1 or search ‘Oracle EBS America’ on app store

Smartphone Applications (22) Delivery Strategy

https://support.oracle.com/epmos/faces/DocumentDisplay?id=1641772.1


Mobile Self-Service Human Resources

23

Managers can view team members

and their profiles

Managers can view and manage team

member info

Employees maintain absences;

Managers can view

Employees can view payslips

New App

Mobile Release 5

GA: March 2016


EBS Information Discovery

24


EBS Information Discovery

• Fast, Intuitive Access to Information

– Consumer-Like Search and Filters

– Information-Driven Navigation

– Take Action on Dashboard or via Direct Navigation to Transaction Pages

• Easy Deployment to EBS Environment

– Run against EBS Transactional System

– Leverage EBS Security, UX and Flexfields

– Available for 12.1.3 and 12.2

• Powered by Oracle Endeca Information Discovery

25

Identify and Act on Priority Transactions without Custom Operational Reporting

Key metrics

Tag clouds to filter data

Clickable charts to browse and drill into data to act Consumer-like

search and filters

Integrated within standard EBS security and page flows

New Products 12.1.3 & 12.2

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |

ALM & Service

SCM

ERP

Quoting Order Management iStore Inventory

Installed Base Process Mfg Discrete Mfg Cost Management Quality

HCM

Incentive Comp

iRecruitment

Learning Mgmt

Field Service TeleService Depot Repair CMRO EAM

Warehouse Mgmt

Contracts Renewal Command Center

iProcurement Channel Revenue

Financials Advanced Project Planning and Control

Workforce Explorer

26

EBS Information Discovery – V7 Footprint

Project Procurement

Outsourced Manufacturing

Procurement Command

Center


Order Management • Customer Explorer Includes Service

and Lease Contracts

Installed Base • Boolean Search Support

Inventory • Locator Capacity Support

Field Service • Parts Only Tasks in Tasks View

Depot Repair • Costs and Revenue

cMRO • ATA and Position Rates • Non Routine Features

27

Identify and Act on Priority Transactions without Custom Operational Reporting

EBS Information Discovery: More Product Content

Order Management Fixed Assets Enhanced EID Applications

• 360° Order View • Fulfillment Visibility

• Asset Reconciliation • Additions Pipeline

12.2.6 / V7

EBS Info

DiscoveryV7


Related Sessions: EBS Modern UX and Mobility Oracle Open World 2016

Mon 3 pm

CON6719: Simplified and Touch-Friendly User Interface in Oracle E-Business Suite Senthilkumar Ramalingam, Group Manager, EBS Development, Oracle

Moscone West - 3024

Mon 12:30 pm

CON6114: E-Business Suite Information Discovery: Update, Strategy, and Roadmap Muhannad Obeidat, Senior Director, EBS Development, Oracle

Moscone West - 2010

Wed 11 am

CON6716: Personalizing E-Business Suite: The Next Generation Senthilkumar Ramalingam, Group Manager, EBS Development, Oracle

Moscone West - 2002

Wed 12:15 pm

CON1421: E-Business Suite User Experience & Mobile: Update, Strategy, and Roadmap Jeanne Lowell, Vice President, Product Strategy, Oracle

Moscone West - 3024

Thu 12 pm

CON6721: Faster and Better: E-Business Suite Desktop Integration Enhancements Senthilkumar Ramalingam, Group Manager, EBS Development, Oracle

Moscone West - 2006

Thu 2:30 pm

CON6718: Build, Deploy, and Manage Smartphone Applications for E-Business Suite Vijay Shanmugam, Director, EBS Development, Oracle

Moscone West - 2006

30


Program Agenda






31

1

2

3

4

5


Building Upon the Strengths of EBS Integrated Global Suite

EBS 12.2 Functional Innovation Across the Suite

32

Strategic Investment Themes

The Subscription Economy

Outcome-Driven Procurement

Customer-Driven Enhancements

Globalization and Localizations


Financials

Human Capital




EBS



Human Capital Magt

Financials





Subscription and Services Selling

Modern UX: HTML, Mobile, Info Discovery

Quoting Validation, Approvals, and Efficiency

Order Mgt Functional Efficiency and Performance

EBS Order Management: 12.2 Investment Priorities

33

EBS



Human Capital Magt

Financials




The Subscription Economy

34


• Subscription and Services Ordering – Subscription Related Attributes in OM

– Bundles of Products, Subscriptions, & Services

– Promotional Items of Subscriptions & Services

• Flexible Billing in OM & Service Contracts

• Renewals & Terminations

• Recurring Billing in Order Mgt (12.2.6)

35

EBS 12.2 Order Mgt and Billing in The Subscription Economy Flexible Ordering for Combination of Products, Services, Subscriptions, and Warranties


• Recurring billing in Order Mgt – Support for standard shippable and non-

shippable items

– Flexible options for billing

• Bill indefinitely until termination

• Fixed/pre-defined number of bills

– RMA terminates recurring billing

• Typical use cases – Rental contract for open-ended period

– Simple subscription contract for a defined period

37

Order Management: Recurring Billing Flexible Billing for Services using Order Management

12.2.6

Billing Plan Lines for Sales Order Line in OM


Increase Productivity with Configurable HTML UI and Tablet Friendly Layout

Order Management: HTML User Interface


• Integration with electronic signature provider for managing customer approval of ordering documents

• Customers can sign ordering documents anytime, anywhere, on any device

• Compliance with business practices and legal standards

40

Quoting: Document Approvals using Electronic Signatures Reduce Turnaround Time and Manual Errors When Managing Document Signatures

12.2.6

Sales rep places order based on

approved document

Electronic Signature Provider System

Sales rep sends ordering document

to customer

Customer signs ordering document


Automated, Faster Validation and Approvals – Quote Validation Framework (12.2.5)

• Business rule validation at headers and lines using EBS workflow

• Concurrent line validation

– Parallel Approvals for Quoting

– Enhanced Margin Calculation

Enhanced Usability – Flexible Product Reference in Search (12.2.5)

– Faster Quote Entry with Add Product Popup

– Item Orderability

– Quote Purge

41

Quoting: Flexible and Streamlined Quoting Faster Processing for Higher Quality Quotes; Improved Productivity for Sales Reps

Quote Validation Framework


• Easy Product Comparisons – Carousel view for related products

– Product comparison: side-by-side

– Support for product cross-reference

42

iStore: Consumer-Like Shopping with Product Comparisons Enhance Customer Shopping Experience to Easily Find and Compare Products

Product Comparison New Interface

Carousel View for Related Products


• Customer Retention – Customer Loyalty: Repeat Business

• Increase Share of Customer – Increase share of customer for you and

partners with additional products and services

• Return on Investment – Ensure returns on portfolio and assets

• Exponential Operational Efficiency – Manage all your customers, all your contracts,

and all your assets

43

Contract Renewal Command Center Improved Visibility into Service and Lease Renewals for Higher Loyalty and Business

New Product New Product 12.1.3 & 12.2



Flexible Material and Serial Tagging

Warehouse Throughput Optimization

Yard Management

Advanced Catch Weight


EBS Logistics: 12.2 Investment Priorities

44


Financials

Human Capital




EBS



Human Capital Magt

Financials




• Capture classification code during

− Picking

− Shipping

• Print classification code

− Packing slips

− Shipping labels

• Setup classification types for an item

45

Inventory: Material Classification Flexible Capture of Classification Code for Printing on Outbound Shipment

12.2.6


• Assign and track serial numbers at material point of work: work order issue, sales order picking, field service debrief, return to vendor

• Item does not need to be serial controlled to capture serial information during key transactions

• Available in Inventory and Warehouse Management orgs

46

OM/Logistics: Flexible Serial Tagging Reduce Data Overhead by Capturing Serial Numbers Only at Point of Use


• Dispatch of put away tasks based on

− Eligibility

− Priority

− Proximity

• Interleave inbound and outbound tasks to reduce deadheading

47

Warehouse Mgt: Inbound Task Dispatching and Interleaving Increase Warehouse Productivity

12.2.6


• Divide warehouse into pick zones with workers assigned to each zone

• Divide large sub-inventory into smaller zone or combine smaller sub-inventories into single zone to maximize picking

• Assign worker tasks based on zones

• Pick and put away items based on zones

48

WMS: Zone Picking Reduce Idle Time and Improve Picking Efficiency Throughout Warehouse


• Key Capabilities – Trailer management and visibility across facilities

and enterprise

– Collaborative dock scheduling for efficient dock operations

– Reduced costs associated with stock-outs, detention and demurrage

– Improved fulfillment and logistics with integrated warehousing and transportation

– Increased throughput for yard and serviced facilities

• Seamless integration with Oracle Warehouse, Inventory & Transportation Management

50

Yard Management Improve Logistics Operations by Extending Visibility and Automation into the Yard

Insert Picture Here

New Product Introduced 12.2.4


• Standalone deployment

− Ready to integrate with any ERP instance

• Service remote and local facilities

− EBS instances

− Non-EBS instances

51

Yard: Distributed Yard Management Support Remote Facilities

12.2.6


• Mobile Task Dashboard (12.2.5) – Easily access more info: Task Group, Shipping

Instructions, Packing Instructions

– Lists all upcoming tasks for a user

– Execute tasks in any order with flexibility to skip

• Streamlined UI and Extensibility – Fewer scans and keystrokes in key pages

– New pages in Mobile Personalization Fwk

– New mobile data validation stub

• Enhanced Manager Workbenches

53

MSCA/WMS: Productivity and Extensibility Increase Productivity and Picking Efficiency for Supply Chain and Warehouse Users


• Catch weight enables both an average and an actual item quantity/weight

• Enhanced inventory tracking, invoicing & shipping in multiple UOMs – Allocate & reserve in multiple UOMs

– Fulfill in primary or secondary UOM

– Capture catch-weight during and after picking

– Integrated cycle counting to manage catch-weight discrepancies

54

LOG/OM: Advanced Catch Weight Flexible Fulfillment and Enhanced Pricing and Invoicing with Different UOMs

Process Batch: Yield

1 Box = 19.5 LB

1 Box = 16.7 LB

Customer Order

1 Box ($1.50 /LB)

Allocate 1 Box

Pick 1 Box

Catch-Weight 19.6 LB

Ship & Invoice

1 Box, 19.6 LB, $29.4


Receiving Tablet Optimized User Interface Receive, Deliver and Manage Receipts on a Tablet

Deliver Receive

55

12.2.5 - 12.2.6


Shipping Tablet Optimized HTML User Interface

• Simplified UIs for shipping operations

– Informational tiles

– Simplified summary and starting point for daily operations

– Easy drill-down capabilities

• Execute all available shipping actions

• Role based access

Confidential – Oracle Internal/Restricted/Highly Restricted 56

Query, View, and Manage Shipments on a Tablet

12.2.6



Outcome-Based Procurement

Employee-Driven Procurement

Supplier Management and Collaboration

Sourcing Efficiency and Effectiveness

EBS Procurement: 12.2 Investment Priorities

58


Financials

Human Capital




EBS



Human Capital Magt

Financials




Oracle Advanced Procurement Suite Complete Coverage Across All Purchasing Categories

Marketing Advertising

& Print

Shows and Promotions

Self-Service Office Supplies

Contingent Labor

Travel and Entertainment

Production Raw Materials

Components

Assemblies

Facilities HVAC

Janitorial

Landscaping

Utilities

Furniture & Fixtures

Logistics Full truck, LTL, Parcel, etc.

Ocean, Air and Rail

Warehouse / Logistics Services

Fleet and Maintenance Services

Maintenance Repair Supplies

Replacement Parts

Equipment

Tooling

Info Technology Hardware, Software

Leasing and Financial Services

Professional Services

Networking, Wireless

Project Management Capital Expenditures

Building & Construction

Fleet Purchases C

om

ple

te C

ate

gory

Mgm

t

Spend Categories

Engineered Goods

Indirect Goods

Services

Direct Materials


• Deliver customer value through procurement and strategic sourcing

• Transform buyers into business partners

• Exponential operational efficiencies

• Enhanced in 12.2.6 – New Strategic Sourcing Dashboard for view of

objectives, initiatives, tasks, and negotiations

– Enhanced Supplier Performance View with employee reviews and supplier evaluations

– Bulk update of documents with WebADI

– Enhanced buyer notes to track forecast, planned, and actual dates

61

Procurement Command Center An Integrated Command Center for Procurement Professionals

Procurement Command Center

Procurement Operations Dashboard

Item and Supplier Analysis Portals

Indirect Procurement Dashboard

Strategic Sourcing Dashboard

New Product 12.1.3 & 12.2


• Align acquisition strategy for project success – Shared procurement plan unifies the stakeholders

– Shared execution strategy on budget, product specification, quality and schedule drives consistent decisions

• Make the right decisions to realign – Quickly find the best suppliers, materials and services

– Align procurement decisions to shared critical success factors for the project

• Deliver your projects according to plan – Sync up material specification, quality, budget, need by date

requirements to delivery

– Sync up project schedule to material availability – and track supplier performance on the fly

• Enhanced in 12.2.6 – Revisioning of procurement plan line

64

Project Procurement Collaborative Planning, Integrated Execution & Strategic Alignment

Project Procurement Plan

Main Point

Procurement Documents

Project Schedule and Budgets

Suppliers and Items

Purchasing Project Management



• Privileged requesters to create order documents directly – Specify supplier/quote price and convert the

requisition into a purchase order automatically

– Document multiple supplier quotes, assign ranks to quotes, and award to a specific supplier

– Eligible requisition lines can be converted into a purchase order automatically

65

iProcurement: Spot Buy for Privileged Requesters Reduce Buyer Workload Where Procurement Team Adds Limited Value

12.2.6

65

Auto Order Executed

Contractors Privileged Requester

Consumer Simple, Business Strong

Buy on-the-Spot Items and Services


• Buyers can adjust relevance ranking of items & suppliers – Key attributes can be used to increase

relevance in requester search results

– Enables Procurement team to influence user choices when shopping

• Improved home page – Simple view for casual requesters

– Advanced view for experienced requesters

• Show buyer activity and metrics – Show buyer notes to requester

– Show order processing times

66

iProcurement Info Discovery: Preferred Items, Search Rank Guided Buying to Preferred Suppliers and Items

12.2.6


• Ratings and reviews from employees for items / services will help colleagues make better buying decisions

• Employees can provide feedback to Procurement group to help buyers ensure relevancy of items on catalog

• Buyers analyze employee reviews and spend behavior, and identify opportunities to regularize spend

67

iProcurement Information Discovery: Ratings and Feedback Improve Buying Decisions with Recommendations from Others and Feedback to Buyers


Automate Content Management in iProcurement

iProcurement: Catalog Upload via Oracle Supplier Network

ORACLE SUPPLIER NETWORK

SUPPLIERS

P U S H

Automated transfer

P U L L

DIRECT: SUPPLIER–OSN Automated catalog transfer

iProcurement with Endeca

P U S H

CONTENT MGMT SERVICE: SUPPLIER–PARTNER-OSN

Automated catalog

transfer

. . .

LOCAL CONTENT • Agreements • Smart Forms • Information Templates

EXTERNAL CONTENT • (Punchout) Supplier

Catalogs E N D E C A Index server

EBS ERP Instance

Incremental Update

BUYER


• Align stake-holder priorities towards meeting organizational objectives

• Features

• Define strategic objectives, define initiatives to meet these objectives

• Assign tasks to stake-holders within and outside procurement and track progress on each task

• Monitor progress on each task, initiative and objective

69

Sourcing: Initiatives Transform Sourcing from Cost-Savings Exercise to Collaborative Value-Creation


Multiple Offers

• Suppliers may submit more than one response, allowing suppliers to bid with several different approaches to satisfy negotiation requirements

• Buyers can receive alternate approaches from suppliers without a new round or negotiation

• All active responses can be reviewed side-by-side. Any can be used for awarding or purchasing document creation

Alternate Lines

• Suppliers may quote alternate or related lines

• Supplier may not have the exact item buyer is looking for or uses alternate UOMs

• Supplier may have accessories or technical support they wish to include by breaking out into another line

70

Sourcing: Alternative Lines, Multiple Offers Provide Bidder Flexibility to Create Their Best Offer


• Streamline Registration and Qualification of Prospective Suppliers – Web-based self-service registration – Supplier evaluation and scoring – Configurable approvals

• Enable Cross-Functional Performance Evaluations – Templatized questionnaires – Dynamic templates, Dependent questions (12.2.5) – Flexible feedback mechanisms – Visibility into archived supplier appraisals

• Assure Effective Governance and Risk Mitigation – Extensible profile management – Risk-driven supplier segmentation – Integration with third-party supplier info services

71

Supplier Lifecycle Management: Enhanced Assessments Transform Qualification, Administration, Assessment

Search

Invitation

Self Registration Profile & Pre-Qualification

Credit & Risk Assessment

Contracts

Profile, Classification, Bank Detail, etc.

Performance Analysis & Mgmt Recurring Assessments

Supplier Master Data

Identification On Boarding

Obsolescence Administration

Retire


• Define Contract Hierarchy to Understand Term Landscape

• Relate Procurement Documents and Repository Contracts

72

Procurement Contract Relationships More Complete View of Related Procurement Documents and Contracts

Blanket Purchase Agreement

Umbrella Agreement

Master Service Agreement Contract Purchase Agreement

Non- Disclosure Agreement

Visibility to direct links and

their related contracts

12.2.6

Contract Repository

Blanket Purchase Agreement

Master Agreement

Contract Purchase Agreement

Non Disclosure, Network Access, ....

Purchase Order

Related Legacy Contract

Purchasing


• Manage end-to-end process for routine and complex acquisitions made by federal agencies – Electronic Contract File – Concurrent Modifications – Interface to ORCA & EDA, Clause Logic Service – Novation & Mass Modifications – Unsolicited Lines – Post Award Requests – MIPRs, Payment Instructions & UCAs – Collaborative Deliverable Mgt (12.2.5) – PR Amendment Attachment History (12.2.5) – PRDS Outbound & PDS Inbound (12.2.6)

75

Contract Lifecycle Management for Public Sector Transforming Public Sector Procurement with Integrated Controls, Visibility, Auditability

Finance

Supplier

Contracting Professional

Requestor

Contract Administrator



Advanced Project Planning and Controls

Enhanced Project Billing, including Federal Contract Billing

Engineering & Construction Priorities


EBS Projects: 12.2 Investment Priorities

76


Financials

Human Capital




EBS



Human Capital Magt

Financials




• Deliver project commitments with the expected value - Collaboratively monitor schedule and cost while delivering

planned customer commitments

- Leverage common insights to meet contractual obligations

• Align organizational behavior to maintain planned cash flow

- Visibility of planned versus actual cash position

- Re-plan to reduce outflow and increase inflow

• Provide a structured monitoring and control process to ensure alignment to the plan - Identify, explore, analyze, and act upon a risk occurring due

to deviations from a plan

- Execute decisions with an understanding of their impacts

77

Advanced Project Planning and Control Improved Visibility and Easy Access to Project Status for More Proactive Management

New Product 12.1.3 & 12.2


• More Cost Rates to Calculate Costs – Costing Using HR Rates

– Rate by Criteria

– Prevailing wage support

• Project Costing and Billing with Payroll Costs – Costing using payroll actuals

– Calculate & bill accruals prior to payroll run

– Costing reversals for error correction

• Support non-Oracle time and payroll systems

• Total time reporting for exempt employees

78

Labor Costing with Projects and Payroll Better Cost Control, Improved Cash Flow with Actual Payroll Costs Tracked on Projects


• Reverse accounted expenditures – Easily reverse imported transactions that are

already distributed and accounted, without having to make changes in source system

• Undo accounting for accounted txns – Easily reverse and regenerate accounting

entries for already accounted transactions

• Easily correct data entry or accounting setup in Projects, without having to reprocess transactions in source system

79

Project Costing: Accounting Adjustment Options Reduce Time and Effort to Do Adjustments

12.2.6


• Federal Contracting Specific Features – FAR, DFARS Clauses and Rules

– CLINs, SLINs

– Billing Methods: Cost Plus Fixed Fee, Fixed Price Progress Payments, Level of Effort

– Federal Forms: SF1034, SF 1035, SF 1443

80

Projects: Federal Contract Billing Automate and Streamline Project Contract Billing to Meet Federal Requirements

Bid Assessment & Project Initiation

Design & Engineering

Manufacturing & Procurement

Delivery & Installation

Revenue and Billing


• Consolidate invoices across projects to create one consolidated invoice for a customer

• Create consolidated invoices for: – Agreement that fund multiple projects

– All projects shared by the same customer

– Task level invoicing across multiple projects

– Contract line grouping and invoicing

• Enhanced in 12.2.6

– Consolidated Invoice Review UI

81

Project Billing: Invoice Consolidation Simplify Billing for Customers with Many Projects

One Consolidated

Invoice

Customer ABC with multiple projects

Project #1: Design

Project #3: Build Phase 1

Project #2: Feasibility

Study

Project #4: Build Phase 2

12.2.4 - 12.2.6


• Align your organization to customer deliverables – Meet contractual commitments through tight mapping of

work plan & deliverables

– Maintain cash flows by billing based deliverable progress

• Get the most out of your resources – Enforce industry standards by using predefined resources

& effort for given activity

– Comparing resource performance against bench marks

• Provide visibility & control of risks to margin – Control margins between cost to revenue to resource level

– Achieve complete visibility with earned value management down to lowest task / resource level

• Enhanced in 12.2.6 – Effort coefficients between SOV and Activity Resource

Requirement (ARR)

83

Projects: Schedule of Values Improve Project Control and Visibility for Projects with Contractual Schedule of Values

12.2.5 - 12.2.6


• Standard cost coding structure across projects – Define cost breakdown using cost codes

– Capture cost codes in source transactions

– Map cost codes to financial tasks

– View by work, resource, or cost breakdown

84

Project Cost Breakdown Structure Better Planning and Management with Standard Cost Coding Structure

Standard Code of Accounts

A. Substructure

B. Shell

3000 Concrete

3300 Pouring

3100 Formwork

L - Labor M - Material

TL – Trade Labor

LS – Supervisor Labor

Activity Breakdown

Cost Breakdown

Resource Breakdown



Outsourced Manufacturing

Manufacturing Inventory Controls and Yields

Serialized Manufacturing Productivity

In-Memory Cost Management


EBS Manufacturing: 12.2 Investment Priorities

86


Financials

Human Capital




EBS



Human Capital Magt

Financials




Four Categories of Visibility into Outsourcing Business

Oracle Outsourced Manufacturing

Subcontract Order Status Inventory Balances

Financial Positions Quality

View status of subcontract orders (delayed, on-time) and component allocations across manufacturing partners

View financial positions of subcontract and replenishment orders for a manufacturing partner

View reasons for poor quality of outsourced products and their value across manufacturing partners

View quantity and value of components in-transit or at manufacturing partner locations



• Calculate yield at various levels – Batch step and batch

– Products and co-products from batch

– Cumulative yield through hierarchy

• Track yield for Heat – Heat number tracks primary melting batch

from which downstream batches originated

• Track inter-step material transfer

• Define standard yield to flag exceptions

Process Manufacturing: Yield Measurement Improve Yield and Margin by Closely Tracking Yield at Different Levels

12.2.6

Heat Treatment

Forging

Finishing

Testing / Packing

Operation yield: 98% Cumulative yield: 98% Operation yield: 96% Cumulative yield: 94% Operation yield: 94% Cumulative yield: 88% Operation yield: 100% Cumulative yield: 88%


• Manage outside processing flow in process industries – Automated business documents generation

– Production and logistic transaction synchronization

– Costing and accounting for the outsourced steps

– Flexible (quantity or usage based) payment computations

90

Process Manufacturing: Outside Processing Support Increase Automation and Visibility for Outsourced Activities

In-House Process

Outside Process

Manufacturing Process

10

20

30

20

In-House Process

Ship

Receive

Process Manufacturer Manufacturing Partner

Outside Process

Outsourcing Business Flow


• Lean Inventory Management – Graphical user interface for electronic kanban

card and process management

– Card planning, status and execution mgt

– Supplier access through iSupplier Portal

– Visual alerts and inventory health indicators

MES: Just-in-Time Manufacturing (Electronic Kanban) Optimize Inventory Levels and Drive Toward Lean Manufacturing for Reduced Spend


• Production scheduler can: – Identify component shortages for current

day/next shift

– Reprioritize work orders to meet unanticipated events

– Provide immediate visibility to multiple planners

– Release only work orders that meet all material requirements

• This complements Rapid Planning’s “Clean to Build” feature

92

MES: Component Availability Management Manage Unplanned Situations and Make Day 0 Adjustments to Plans


• Discrete MES

– New Express Transact Components Page

– New View Assembly Serial Number Detail Page for Traceability

– Assembly Serial Number List Page

– New Extension Hooks

– Auto Dekit (Open & Closed Order)

– Capture Operator Clock In & Clock Out Times at Assembly Serial Number (12.2.6)

– Automatically Associate Assembly Serial Number to Work Order (12.2.6)

• Process MES

– More capabilities from Touch Screen UI

MES: Serialized Manufacturing Productivity Improve Operator Productivity and Increase Compliance Through Standardization


• Track actual and estimated landed costs

for projects

– Calculate estimated and actual landed cost for purchase orders created for projects and tasks

– Use receipts for estimated costs and AP invoices for actual cost calculations

– Interface estimated and actual landed costs to Projects for project control and project billing

94

Project Manufacturing: Landed Cost Support More Complete Project Costs for Project Manufacturing

12.2.6

Landed Cost Detail Report Report Date: 25-MAY-2016 06:13

Page 1 of 1

Organization LPJ-Project Operations

Component

Number

Component Type Shipment

Date

Component

Reference

Source

Type

Item Estimated

Amount

Billed

Amount

Actual

Amount

LC

Variance

Primary

Qty

Primary

UOM

Unit LC Project Task

8 Shipment 19-MAY-2016

St-01 287.00 306.73 19.73

1 Line Group 287.00 306.73 19.73

1 Shipment Line SLT-01 PO LC-PJM2

287.00 306.73 19.73 10 Each 30.67300

TaxLine Allocation VISION65USOFTAX

13.00 13.98 13.98 0.98

Prorated Deliver

Allocation

13.00 13.98 10 Each PR0001 1.01

TaxLine Allocation VISIONUS15SALESTAX

30.00 32.25 32.25 2.25

Prorated Deliver

Allocation

30.00 32.25 10 Each PR0001 1.01

TaxLine Allocation VISIONUSSALESTAX

20.00 21.50 21.50 1.50

Prorated Deliver

Allocation

20.00 21.50 10 Each PR0001 1.01

ShipmentLine

Allocation

SLT-01 200.00 215.00 215.00 15.00

Prorated Deliver

Allocation

200.00 215.00 10 Each PR0001 1.01

ChargeLine

Allocation

LCM Freight Charges

20.00 20.00 0.00

Prorated Deliver

Allocation

20.00 20.00 10 Each PR0001 1.01

ChargeLine

Allocation

LCM Insurance Charges

4.00 4.00 0.00

Prorated Deliver

Allocation

4.00 4.00 10 Each PR0001 1.01

End of Report


• Cost and Profitability analysis in Real-time

• What-if simulation using spreadsheet UI to analyze the impact of cost changes to the business (material, labor, transportation, currency)

• In-memory technology to process large volumes of cost data in real-time

• Customers in both Process and Discrete industries

95

In-Memory Cost Management Instantly Visualize Impact of Cost Fluctuations to your Business

Insert Picture Here

Discrete

Process

High Performance In-Memory Cost Management Applications



Discrete MES Supervisor: Tablet Optimized User Interface Designed for Targeted Role Who Primarily Works on the Go

View Work Order Progress and Exceptions Act On Work Order



Service Parts Planning

Ubiquitous High Volume Analytics

Enhanced Planner Productivity

Customer Driven Industry Enhancements

EBS Value Chain Planning: 12.2 Investment Priorities

98


Financials

Human Capital




EBS



Human Capital Magt

Financials




• Plan: – Dynamically classify service parts by user-

defined business criteria

– Manage policies by part classification

– Calculate policy parameters for single and multi-echelon supply chains

– Estimate policy performance

• Do: Execute policy-based replenishments

• Check: Monitor achieved fill rates

• Act: Revise policies for underperforming items

99

Value Chain Planning: Inventory Policy Planning Reduced Inventory and Policy-Based Replenishment Automation for Service Parts

12.2.6


• What: Enable master scheduling and visual slotting around bottleneck resources

• How: – Constrain based on critical components and

bottleneck resources across the network

– Define and maintain bill of resources (BOR)

– Edit master schedule by drag and drop in Gantt

– View combined schedule with material and resource requirements

– Recalculate component and resource requirements inline

– Drive detailed MRP plan

100

Value Chain Planning: Master Scheduling Enhancements Reduce planning cycle times by focusing on critical materials and resources

12.2.6


• New Service Parts Planning Work Area – Configurable multi-pane, multi-tab page

layouts

– Customizable plan summary

– Plan Options and Plan Inputs

– Favorites (replacement for Work List)

– Exceptions analysis

– Items detail, including failure rates, parts usage, and supersession chain

– Supply and Demand analysis

– Material plan and forecast analysis

– Notes

101

Value Chain Planning: New Service Parts Planning UI Exceptional and personalized user experienced rendered via ADF

12.2.6



Linear Asset Management

Safety Management


Customer Driven Enhancements

EBS Asset Lifecycle Management: 12.2 Investment Priorities

105


Financials

Human Capital




EBS



Human Capital Magt

Financials




Enterprise Asset Management: Manage All Assets Types Manage All Assets in One Integrated System

Fixed Plant • Production Machinery

• Equipment

• Components

Mobile • Trucks

• Buses

• Automobiles

• Rolling Stock

Linear / Infrastructure • Roadways

• Pipelines

• Transmission Lines

• Railway Lines

Real Estate and IT • Buildings

• Property

• Information Technology Assets


• Linear assets include pipelines, transmission and distribution lines, roadways and rails

• Enhancements for linear assets, which also apply to discrete assets

– Linear reference methods and linear asset segments for GIS integration

– Asset relationships

– Non-measure based GIS route mapping (12.2.5)

– Express work orders (WO) for linear assets (12.2.5)

• Map workbench to view assets and work

– Work order creation with multiple linear assets, based on dynamic asset route (12.2.6)

– Multiple work order creation, with 1 work order for each selected asset (12.2.6)

108

EAM: Linear Asset Management Support Increase Efficiency and Reduce Costs With All Assets Within Integrated Suite

12.2.4 - 12.2.6


• View both discrete and linear assets on map (12.2.5)

• Configure mapping display – Assign visualization components for locating

assets and orders on map

– Leverage map tools such as map layers

– Map ESRI GIS features to linear asset segments

– Map ESRI features to discrete assets as alternate to geo-coding

• Create and view work requests and work orders via map interface

109

EAM: Map Visualizations for Both Discrete & Linear Assets Quickly Locate and Manage Work for Both Discrete and Linear Assets on Map


• Schedule preventive maintenance based on calendar based rules – Expands existing scheduling options based on

Meter Rules, Day Interval Rules, and List Dates

• Example use case – Belt replacement activity should occur once in

2 months on the last Monday of the month

110

EAM: Calendar Based Preventive Maintenance Schedules More Flexibility to Schedule Preventive Maintenance

12.2.6


• Print work order packages so maintenance staff can easily access all information required to do work – A work order package may include multiple

work orders and related file attachments for asset, work order, routing, work request

• Requires AutoVue license and installation

111

EAM: Work Order Package Printing Improve Productivity with Easy Access to Complete Work Order Information

12.2.6


EAM: Safety Management Ensure Safety Compliance in Asset Maintenance

Lock-Out & Tag-Out • Manage work clearance process

and equipment shutdown condition

• Define and issue clearances for specified duration & equipments

Safety Clearances • Secure equipment for safe

work and indicate their condition

Asset Isolation Procedures • Define safety master

documents with isolation procedures for equipment equipments

Work Permits • Ensure safety compliance in

work execution & reporting

• Create and Issue safety permits for work execution

• Approve permits based on permit type


EAM: Asset Creation and Update in HTML Better User Experience to Create and Update Assets As Part of EAM HTML UI Flows

Search and Take Action Asset Quick Create

113

12.2.5 – 12.2.6



Global Service Operations

Robust Field Service, Spares, and Repairs

Mobile Field Service: Multi-Platform Support

Modern UX: HTML, Info Discovery

EBS Service: 12.2 Investment Priorities

114


Financials

Human Capital




EBS



Human Capital Magt

Financials




Example use cases – Break Fix: Customer calls with problems on

multiple pieces of equipment and only wants to track 1 SR and get 1 invoice

– Preventative Maintenance & Field Change Orders: Perform maintenance and/or field changes of all equipment at a single location on 1 SR

– Moves: Move many pieces of equipment from one location to another on 1 SR

– Installation: Track installation of multiple products that were sold/shipped on a single SO on 1 SR

• Capture multiple products located at the same customer site on a single service request (SR)

• Communicate SR products to Support and Field Engineers

• Debrief services performed and parts installed and recovered for each SR product

• Calculate SR charges using each product’s warranty/contract

115

Service: Multiple Products in One Service Request More Efficient Processing and Tracking of Service Work

12.2.6


• Service users can easily update task status appropriate for type of work

• Administrators can define status lifecycle for each task type

Service: Task Status Transitions by Task Type Reduce Data Entry Errors

12.2.6

116

In Planning

Assigned Traveling Installing Closed Testing

In Planning

Assigned Traveling Working Completed

Pending Assigned Working Closed

Field Service Task

Installation Task

IT Helpdesk Task

Personal Task

Example use cases

Requested Approved Closed

Closed


• Data fully secured across Sales, Service, Financials, and SCM applications

• Users can only access the service requests in their operating unit list (12.2.5)

• Users can only view and transact against inventory organizations (warehouses) assigned to operating units that they are authorized to see (12.2.6)

• Based on Multi-Org Access Control (MOAC)

117

Service: Service Request and Inventory Org Security (MOAC) Run Separate LOBs on a Single EBS Service Instance

12.2.5 - 12.2.6

Laptops

Operating Unit 2

Copiers

Operating Unit 1

Medical Equipment

Operating Unit 3

Call Center

Field Service

Depot Repair

Call Center

Field Service

Call Center

Field Service

Depot Repair Depot Repair

Single Service Instance


• Track service costs on projects – Associate service requests, tasks, and debrief

lines to project tasks and organizations

– Execute project tasks in Field Service (schedule, order parts, receive parts, debrief)

– Transfer project related costs (labor, parts, and expenses) to Project Costing as project expenditures

• Used by companies that execute project work in field service (wind farms, oil rigs, and more)

119

Execute Project Tasks using Field Service Integrated Execution and More Complete View of Project Costs Including Service Work


• Dispatchers can schedule emergency tasks based on GPS locations of technicians and trucks

• Capture GPS locations of technicians via Mobile Field Service or 3rd party providers

Service: GPS Based Emergency Task Scheduling More Efficient Scheduling Based on Real-Time GPS Location of Technicians and Trucks

12.2.5 - 12.2.6

121

Dispatch Center

Field Technicians

Upload GPS location

Schedule and assign tasks to technicians based on location


• New HTML UI as alternative to Forms UI

• Embedded analytics for schedule quality – Travel time ratio

– Tech utilization

• Modern, powerful UI – Highly Configurable/Personalizable

– Drill-downs for greater info accessibility

• Support for big monitors increases Dispatcher Productivity - less scrolling

122

Field Service: Dispatch Center HTML User Interface Increase Productivity with Configurable HTML UI for Dispatch Service Personnel

12.2.5 – 12.2.6


• New HTML UI as alternative to Forms UI

• Modern, intuitive page designs – Info-tiles highlight customer’s key transactional

information

– Context Sensitive Search and Actions

– 360° Customer Overview Dashboard

• Support for big monitors improves call center agent productivity with fewer tabs and scrolling

123

TeleService: Contact Center HTML User Interface Increase Productivity and Faster Call Handling for Support Agents

12.2.5 – 12.2.6


• iOS, Android, and Windows support

• Across all devices: smartphone, laptop, and tablet

• EBS 12.1.3 and above

• Released in July 201

124

Mobile Field Service – Multi-Platform Support Enable Technician to Seamlessly Use Any Device – iOS, Android, Windows

12.1.3 and 12.2


• Authorized service partners can check warranty status and entitlements via Web Portal

• Partners can submit requests for work authorization and claims for reimbursement

• Claims can be reviewed, adjudicated and updated via the Depot Repair app

• Partners can view and annotate claims online

• …

126

Depot Repair: eClaims Web Portal Enable Partners to Request Approval and Submit Claims for Outsourced Repair Work

12.2.6


Supply Warranty Management

• Track supplier warranties and automate claims

• Get payment from suppliers when their parts fail

• Know which suppliers’ parts are failing

Waste Management

• Track controlled materials sold & returned

• Avoid fines and reputation damage

• Aggregate data from fwd & reverse supply chains

128

Depot Repair: Supplier Warranty Mgt, Waste Mgt Improved Visibility and Reduced Costs for Failed Parts and Controlled Material

Waste Management Dashboard

Supplier Warranty Claims Dashboard


• Control Tower dashboard

• Web portals for customers, partners and carriers

• Partner / dealer claim submission & invoicing

• Fast, secure registration and Web-safe transactions

• Event triggers, status auto-updates & notifications

129

Depot Repair: Outsourced Repair Visibility and Streamlined Processing of Outsourced Returns and Repairs Business

Control Tower Dashboard



Functional Efficiency and Automation

Global and Legislative Support

Modern UX: Mobile, Info Discovery

EBS Financials: 12.2 Investment Priorities

130


Financials

Human Capital




EBS



Human Capital Magt

Financials




• Collection administrators can setup more efficient collection activities

• Collect on related accounts – Group parties with parent and child

relationships for collection activities

– Introduces new collection level beyond customer, account, and bill to

• Enable users to execute work items based on template rules and amount collected

• Apply strategy and work item templates to specific operating units

131

Adv Collections: Related Accounts; Actionable Work Items Improve Collection Efficiency and Lower Days Sales Outstanding

12.2.6


• New receipt application methods to suggest matches when receipt cannot be automatically applied – Match Score: based on Levenhstein distance

algorithm based on 2 strings to find the best match

– Knapsack Method: based on knapsacking the receipt amount and the open transactions of the customer to maximize the value applied

132

AR: Receipt Application – Match Score & Knapsack Method Improve Accuracy and On-Time Cash Application

https://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0CAcQjRxqFQoTCMzIqJbm_8cCFQmOkgodVigFGg&url=https://amininima.wordpress.com/2013/08/01/dynamic-programming/&bvm=bv.103073922,d.aWw&psig=AFQjCNEErdsVqn9SmkcsAoenYeR96IdXxg&ust=1442636983320469


• GL Journal Approval Integration with Approvals Management (AME) (12.2.5) – Flexible approval rules using:

• HR supervisor hierarchy

• Approval groups

• Dynamic approval groups

• New attributes at journal batch, header or line level and other attributes in AME

• AP Invoice Approvals – Parallel Approvals

– Transfer Approval Ownership

133

Financials: Enhanced Approvals in AP and GL Improve Governance, Control and Compliance with Increased Automation of Approvals

Flexible Approval Rules & Process

Superior Hierarchy from HR

Approval Groups

Dynamic Approval based on Attributes

Parallel Approval Process

General Ledger Journal

Approvals Management

Approval A

Approval B

Approval Status

List of Approvers

Submit for Approval

Approve Or Reject

Route to Approvers

Workflow


• Asset Reconciliation • Easily reconcile balances

between Assets and GL

• Assets Pipeline • Manage upcoming asset

capitalization from Payables and Projects

134

Oracle Financials Information Discovery – Oracle Assets

12.2.6 / V7

134

Refinements

Metrics

Account Balances by Category

Account Reconciliation of Oracle Assets to Oracle General Ledger

Search

Untransferred Balances by Account Description


• Improved Performance and Security

– Office Open XML (OOXML) Support

– Digital Signature Support for Macros

• More Flexible Generation and Delivery

– Reporting Bursting and Delivery to Network Drive and/or Email

– Advanced Scheduling

– Report Set Submission

– Parallel Content Set Support

• Enhanced Display Output

– Row and Column Header Support

– Excel Ribbon Support

• New Report Manager UI

137

Report Manager: Improved Performance, Delivery, Display Faster and More Flexible Financial Reporting Capabilities

New Report Manager UI


• Manage CHRM as subledger

• Streamline period close procedure for Channel transactions to General Ledger

• Control opening and closing of GL periods for CHRM transactions to ensure entries are posted to the right period

141

CHRM: Channel Period Management Improve Accuracy and Reduce Exceptions Through Better Control

12.2.6


• Enhanced Volume Pricing – Accrue/price based on customer’s cumulative

purchase volumes over a period of time

– Retroactive start dates

– Pricing adjustments/edits based on customers, product and dates

– Inclusion/exclusion capabilities • Include qty for tier attainment but exclude from rebate

• Include categories, exclude individual items

– Backdating & retroactive adjustments (12.2.5)

– Pre-qualification tiers for customers

142

Channel Revenue Management: Flexible Volume Pricing Increased Accuracy and Control for Volume Related Pricing Programs


EBS Human Capital Management: 12.2 Investment Priorities

144



Visibility into Transaction Processing

Global and Legislative Support


Financials

Human Capital




EBS



Human Capital Magt

Financials




Common Ground with Cloud Applications User Experience Convergence

Oracle EBS HCM – Organization Chart 12.2.5 Oracle HCM Cloud– Organization Chart


• Payroll at a glance for Administrators and HR Professionals

• Payroll Readiness – Use seeded and custom readiness checks

– Visibility into newly hired employees (12.2.5)

• Process Monitor – Monitor payroll and assignment processes

– Run, retry, and rollback payroll processes

– Analyze based on comparisons between pay periods

– Improved analytics and performance (12.2.5)

149

Payroll Dashboard Improve Efficiency and Reduce Errors with Visibility of Payroll Readiness and Processing


• Payroll administrators can review and analyze retropay details in new UI – Query assignment actions from Retropay

process

– Review the created retro entries

– Analyze the cause of the retro entries creation

150

Payroll: Enhanced Retropay Analysis Simplify Analysis for Retropay Details

12.2.6


• Dashboard to access all transactions submitted in SSHR – Retrieve and view snapshot of transactions,

even after final approval

– View approval progress and action history

151

Self-Service HR Transaction Dashboard Gain Visibility into SSHR Transactions Submission and Processing


• Credit overtime hours to absence accrual plans such as Paid Time Off (instead of paying for overtime) – Administrators link overtime earning element

types to absence elements used in Net Calculation Rules for accrual plans

– Calculations done in Payroll run

152

Time and Labor (OTL): Credit Overtime as Absence Accrual Flexible Handling of Overtime

12.2.6


• Employees can view time entered and holidays in calendar views

153

Time & Labor (OTL): Calendar UI for Timecards Visual View of Time Entered in Calendar Views

12.2.6



Improved Integration Support

Enhanced Spoke Model


EBS Master Data Management: 12.2 Investment Priorities

156


Financials

Human Capital




EBS



Human Capital Magt

Financials




• Account Merge Web Service and API

• Real Time Address Validation – Spatial Data integration supports 18 more

countries

– Accuracy level and spatial data source stored in TCA

• Improved Spatial Support – Using third party address validation adapter

upon user request

– Oracle eLocations integration for 18 more countries

157

Customer Hub: Improved Integration Support Improved Quality and Accuracy of Customer Data and Addresses


• PIM to PIM Sync driven by Teleco – Publish/ Synchonize Metadata

• Rules Enhancements – On-demand rule set execution

– Data loader to migrate rules across instances

• Enhanced Publication Framework – Batch Mgt: Copy, Merge, Purge, Add

• Public Item API Search

158

Product Hub: Enhanced Publication and Search Enhanced Hub and Spoke Synchronization for Telco and Other industries

Consolidate

Co

nso

lidat

e

Cleanse

Share

Govern

Product Hub



Modern User Experience and Productivity

Reduced Maintenance Downtime

Latest Integration Technology Support

Automated System Management

Automated Testing

EBS Applications Technology: 12.2 Investment Priorities

159


Financials

Human Capital




EBS



Human Capital Magt

Financials




• Use Flow Builder to Generate Test Scripts

• Start with EBS Pre-Built Test Content – 3600+ components and 230+ flows across EBS

• Create and Maintain Your Test Scripts – Add Your Flows & Data

– Extend with More Components

Automated Testing with Oracle Application Testing Suite Reduce Time and Effort with Automated Testing

EBS Quality Assurance Team Reduced Automation Time by 60%

Generate

Test Automation

Scripts

OpenScript

Record & Playback

+ Advanced Scripting

Flow Builder

Framework to combine

flows and data to generate

test scripts

EBS Pre-Built

Test Content

Your Data

Your

Flows

Ora

cle

Fu

nct

ion

al T

est

ing

Suit

e

for

Ora

cle

Ap

plic

atio

ns

Record Manually

160

Supports EBS

12.1.3 & 12.2


Program Agenda






161

1

2

3

4

5


• EBS Documentation and Training – EBS 12.2 Information Center

– EBS Release Content Documents

– EBS Transfer of Info (TOI) Online Training

– EBS Documentation Web Library

• EBS Learning Subscription – education.oracle.com/subscriptions/ebs

– Free access to hundreds of videos

– Paid subscription access to over 500 technical and functional training sessions

162

Where to Find More Information on EBS

EBS 12.2 Information Center

EBS Learning Subscription

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=388785906173942&id=1581299.1


https://support.oracle.com/epmos/faces/DocumentDisplay?parent=DOCUMENT&sourceId=1581299.1&id=807319.1


https://education.oracle.com/subscriptions/ebs




• Procurement • Procurement Command Center – New Product* • Project Procurement – New Product* • iProcurement: Spot Buy for Privileged Requesters; 1 Step Checkout • iProc Info Discovery: Preferred Items; Relevance Ranking; Ratings,

Reviews and Feedback, Catalog Upload via Supplier Network • Supplier Lifecycle Mgt (SLM): Automated Assessments, Dynamic

Supplier Lists and Qualification Templates, Parallel Approvals, more • Sourcing: Initiatives, Multiple Offers and Alternative Lines • Services Proc: Std PO Complex Financing; Flexible Rate Cards • Proc Contracts: Related Contracts; Contract Hierarchy with Adv Search • Contract Lifecycle Mgt for Public Sector (CLM): Many enhancements

• Human Capital Management • Payroll Dashboard; What-If Payslip Modeling; Enh Retropay Analysis • Self-Service Human Resources Transaction Dashboard • OTL: Credit Overtime as Absence Accrual; Calendar UI for Timecards • Improved UIs: SSHR; Learning; Succession Planning • OIC: Compensation Analytics

• Applications Technology – Functional Enhancements • Flexfields: FF Value Security, Cross Validation Rule Testing & Reports • WebADI & Report Mgr Enhs; Workflow attachments in email • Lightweight MLS; Proxy User Access Control

• Financials • GL: Journal Approvals with AME • AP: Parallel Invoice Approvals, Workflow Transfer of Approval • E-Business Tax: Transaction Tax Configuration Workbook • AR: Receipt Application - Match Score & Knapsack Method • AR: Manage Accounting Exceptions During Period Close • AR: Multiple Tax Rates on an Invoice; Tax-Inclusive/Exclusive Support • Adv Collections: Related Accounts; Actionable Work Items • CHRM: Volume Offer Enhancements, HTML UIs; Period Mgt • Leasing: Enhanced Termination Processing

• Projects • Advanced Project Planning and Control - New Product* • Labor Costing with Projects and Payroll • Federal Contract Billing • Schedule of Values • Project Cost Breakdown Structure • Intercompany Billing for Global Operations • PJC: Accounting Adjustment Options • PJB: Invoice Consolidations, Expenditure Grouping, Revenue Holds • PJT: Budgetary Controls on Financial Plans; Improved UX • Grants: Automatic Recalc Burden Option; Award Personnel API

E-Business Suite 12.2: ERP & HCM Release Highlights Product Family Highlights

* denotes new product for 12.1.3 and 12.2


• Asset Lifecycle Management • Linear Asset Support • Map Visualization for Assets and Work • Safety Enhs: Lockout, Tagout; Calendar Based Prev Maint Schedule • Asset HTML UIs

• Service • Multiple Products on Service Requests; Task Status by Task Type • Execute Project Tasks using Field Service • Service Request Operating Unit Security with MOAC • Service: Inquira/Oracle Knowledge Integration • Field Service: Auto Creation of OTL Timecards; High Volume Parts

Ordering and Debriefing; Technician/Decentralized Scheduling; • Dispatch Center: HTML UI; GPS Based Emergency Scheduling • Spares: Warehouse Shipping Method Calendars; External Repair

Execution In-Transit Tracking; HTML Planners Dashboard • TeleService: Contact Center HTML User Interface • Service Contracts Configurability; HTML User Interface • Depot : Warranty Mgt; Waste Mgt; Outsourced Repair; eClaims • CMRO: Warranty, Fleet Forecasting; Counter Entry and Corrections

• Value Chain Planning • Service Parts Planning: Enhanced for Automotive & High Tech • Inventory Policy Planning; New and Enhanced UIs

• Order Management • Contract Renewal Command Center - New Product* • OM/Pricing: Selling Services and Subscriptions • OM: Recurring Billing • OM: HTML UI • OM: Credit Checks; Holds; Manual Line Splitting of ISOs • OM/CHRM: Enhanced Gross Margin Calculations • Quoting: Validation Fwk; Parallel Approvals; Approvals w/eSignatures

• Logistics • Yard Management – New Product • LOG/OM: Advanced Catch Weight; Flexible Serial Tagging • INV: Material Classification; HTML UIs • WMS: Inbound Task Mgt; Nested LPNs; Zone Picking, Mobile Task UI • MSCA: Single Sign-On Support; Personalization Enhs

• Manufacturing • Outsourced Manufacturing – New Product* • Just-In-Time Manufacturing (E-Kanban) • Project Mfg: Landed Cost Mgt Support • Process Mfg: Outside Processing; Batch Hold Mgt; Yield Mgt • MES: Component Availability Mgt: Day 0 Clear to Build; HTML UI • Serialized Manufacturing: Express Transact; Auto-Dekit

E-Business Suite 12.2: SCM Release Highlights Product Family Highlights

* denotes new product for 12.1.3 and 12.2


• Procurement • Proc Command Center: Strategic Sourcing; More Supplier Performance;

WebADI for PO Bulk Update

• iProc: Spot Buy for Privileged Requesters; Foreign Currency Catalog Req

• iProc Info Discovery: Preferred Items; Relevance Ranking; Home Pages for Casual and Experienced Users; Visibility into Proc Operations

• Purchasing: Improved Notifications; Multiple Communication Methods; Acknowledgement Due Date Offset; Drop Ship Date Sync

• Srv Proc: Enh Work Confirmation Approval; Foreign Currency Requests

• Project Proc: Revision Tracking for Project Procurement Changes

• Proc Contracts: Relate Purchasing Documents to Repository Contracts; Contract Hierarchy with Advanced Search

• Sourcing: Initiative Task Reporting; Alternate Negotiation Terms

• iSupplier: Support for ASN Printing with Barcodes; Cancel ASN Line

• CLM: PRDS Outbound & PDS Inbound

• Human Capital Management • Payroll: Enhanced Retropay Analysis

• OTL: Credit Overtime as Absence Accrual

• OTL: Calendar UI for Timecards

• Financials • Adv Collections: Collect on Related Accounts; Actionable Work Items

• AR: Multiple Tax Rates on an Invoice; Tax-Inclusive/Exclusive Support

• Financials Info Discovery: Asset Reconciliation; Additions Pipeline

• iReceivables: End Date Bank Accounts without Payment Processing

• Loans: Project Account for Direct Loan Disbursement; Floating and Variable Interest Rate Types by Date

• CHRM: Period Management; Enhanced AutoPay

• Projects • Proj Costing: Acctg Adjustment Options; OU Derivation for Timecards

• Proj Billing: Consolidated Invoice Review UI

• Proj Planning & Control: Effort Coefficients Between SOV & ARR

• Proj Planning & Control: Enhanced Revenue Budgeting & Forecasting at Top Task Allocated to Child Tasks

• Proj Planning & Control: Year End Rollover for Financial Plans

• Grants: Automatic Recalc Burden Option; Award Personnel API

E-Business Suite 12.2.6: ERP & HCM Release Highlights Product Family Highlights


• Order Management • OM: Recurring Billing

• OM: Performance improvements in Scheduling and Import

• Order Mgt Info Discovery: Order 360 View; Enhanced Customer 360

• Quoting: Document Approvals with eSignatures; Usability Enhs

• Customer Hub: Google Maps Integration; Enhanced Merge

• Logistics • INV: Material Classification during Shipping and Picking

• INV: HTML UIs: Shipping, Reservations (New), Receiving (Enhanced)

• LCM: Landed Costs for Project Manufacturing; New Reports

• WMS: Inbound Task Mgt; Zone Based Counting & Label Printing

• Yard: Distributed Yard Mgt; User Configurable Rules; Graphical WB

• Inventory Info Discovery: Locator Capacity Support

• Manufacturing • Project Mfg: Landed Cost Mgt Support

• Outsourced Mfg: Enhanced Allocation and Adjustments

• MES for Discrete: Enhanced Serialized Mfg Options

• OPM: Yield Management

• MOC: Archive and Purge

E-Business Suite 12.2.6: SCM Release Highlights Product Family Highlights

• Asset Lifecycle Management • EAM: Linear Assets - Enhanced Work Order Creation

• EAM: Calendar Based Preventive Maintenance Schedules

• EAM: Work Order Packaging Printing with AutoVue

• EAM: Mass Creation/Update of Assets using WebADI

• EAM: Simplified Update of Assets with Templates and HTML UI

• Service • Multiple Products on Service Requests

• Task Status Transitions by Task Type

• Spares: Inventory OU Security; Shipment Date/Time Optimizations

• Dispatch/FS: PM Schedule HTML UI; GPS Based Emergency Scheduling

• Service Contracts: HTML UI Enhancements

• Depot: eClaims; Logistics HTML UI; Info Disc: Repair Costs & Margins

• CMRO: Enh Component WB for Both Unit Configurations & Items

• Value Chain Planning • ASCP: Master Scheduling Enhancements; Supply Planning UI Enh

• Inv Optimization, SPP, APCC: Inventory Policy Planning

• SPP: Service Parts Planning UI Enhancements


Learn More from EBS OOW 2016 Sessions and Demogrounds

• OOW 2016 Session Catalog filtered by EBS

• EBS Focus on Documents by Family and Theme – http://www.oracle.com/us/products/applications/ebs-fods-2706740.pdf

• EBS at Demo Grounds – ERP & SCM Central: Moscone West Level 3 Lobby

– CX Central: Moscone West Level 2 Lobby

– HCM Central: Palace Hotel Lobby

– Overall, Apps Tech, EID: Moscone West Level 1 Exhibition Hall

Easily Find EBS Sessions

167

https://oracle.rainfocus.com/scripts/catalog/oow16.jsp?search.event=oracleopenworld

http://www.oracle.com/us/products/applications/ebs-fods-2706740.pdf






Related Sessions: EBS Suite and Product Family Updates Oracle Open World 2016

Suite GEN1419: General Session: Oracle E-Business Suite—Update, Strategy, and Roadmap Tues 11 am

CON1422: Oracle E-Business Suite: What’s New in Release 12.2 Beyond Online Patching Tue 12:15 pm

CON6115: Oracle E-Business Suite Technology: Latest Features and Roadmap Mon 5:30 pm

ERP & HCM CON6023: Oracle E-Business Suite Financials: Update, Strategy, and Roadmap Mon 12:30 pm

CON6020: Oracle E-Business Suite Advanced Procurement: Update, Strategy, and Roadmap Mon 5:30 pm

CON6021: Oracle E-Business Suite Projects: Update, Strategy, and Roadmap Tue 11 am

GEN6014: Oracle E-Business Suite Human Capital Management—Update Strategy and Roadmap Tue 4 pm

SCM CON1425: Oracle E-Business Suite Order Management: Strategy, Update, and Roadmap Wed 1:30 pm

CON6019: Oracle E-Business Suite Warehouse Management: Update, Strategy, and Roadmap Thu 9:30 am

CON6016: Oracle E-Business Suite Manufacturing: Update, Strategy, and Roadmap Thu 9:30 am

CON6018: Oracle E-Business Suite Enterprise Asset Management: Update, Strategy, and Roadmap Thu 12 pm

CON6868: Oracle Value Chain Planning: Solution Overview and Roadmap Mon 3 pm

CON6661: Oracle E-Business Suite: Service Roadmap and Toshiba America Medical Systems Case Study Mon 4:15 pm

168

Download presentations from OOW 2016 Session Catalog

https://oracle.rainfocus.com/scripts/catalog/oow16.jsp?search.event=oracleopenworld


Oracle E-Business Suite Learning Subscription

• Free access to hundreds of videos

– What’s New, Virtual Conference, User Experience, Advice from Development

• Subscription access to over 500 technical and functional training sessions

• Continuous updates and additions

Stay Up-to-Date on Everything Oracle E-Business Suite

education.oracle.com/subscriptions/ebs

169

http://education.oracle.com/subscriptions/ebs


EBS Enhancement Requests in EBS Support Communities

• Increased Visibility and Influence on ERs

– Submit enhancement requests directly

– View requests from others

– Collaborate with other customers and Oracle to discuss alternatives and proposed designs

– Vote on requests to influence delivery

• Progress since Established in 2014

– 27 EBS Communities with Ideation

– 13 EBS Communities capturing ERs for Mobile Applications

– More than 3300 ERs Created, On Avg ~4 ERs/day in EBS

– Over 10k votes cast

– Over 40k users exposed to the ER information

– Working to add more product areas for ER capture

Confidential – Oracle Internal/Restricted/Highly Restricted 171

Leverage Social Enhancement Process; Established in Collaboration with OAUG


Program Agenda






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1

2

3

4

5


Customer Choice to Use 12.1 or 12.2

Oracle E-Business Suite Support Timelines

11.5.10 GA Nov 2004

Extended 12.0 GA Jan 2007

12.1 GA May 2009

12.2 GA Sep 2013

Premier

Sustaining

Sustaining

Sustaining

Sustaining

Premier

Premier

Extended Exception

Jan 2012 Jan 2015

Nov 2013 Nov 2010

Sep 2013 Sep 2023

Dec 2021

Dec 2015

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

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

173


EBS

Leverage your Investments in EBS 12.1.3 Adopt EBS New Products, Information Discovery and Smartphone Apps

Financials - EBS Information Discovery:

• Oracle Financials Information Discovery

• Oracle Channel Revenue Information Discovery

Smartphone Applications:

• Mobile Expenses

• Mobile Approval

OM & Logistics - EBS Info Discovery & New Products:

• Oracle Contract Renewal Command Center

• Oracle Order Management Information Discovery

• Oracle iStore Information Discovery

• Oracle Installed Base Information Discovery

• Oracle Quoting Information Discovery

• Oracle Inventory Management Information Discovery

• Oracle Warehouse Management Information Discovery


• Mobile Sales Orders

• Mobile Product Information

• Mobile Inventory

• Mobile Supply Chain Apps (MSCA) for iOS and Android

ALM & Service - EBS Information Discovery:

• Oracle EAM Management Information Discovery

• Oracle Field Service Information Discovery

• Oracle TeleService Information Discovery

• Oracle Depot Repair Information Discovery

• Oracle CMRO Information Discovery


• Mobile Maintenance

• Mobile Field Service: Multi-Platform for iOS, Android,

and Windows

• Mobile Service Manager

HCM - EBS Information Discovery:

• Oracle Human Resources Information Discovery

• Oracle iRecruitment Information Discovery

• Oracle Learning Management Information Discovery

• Oracle Incentive Compensation Information Discovery


• Mobile Timecards, Mobile Approval

• Mobile Self-Service HR

• Mobile Person Directory

• Mobile Learning

Financials



Human Capital Mgt



Proc & Projects - EBS Info Discovery & New Products:

• Oracle Procurement Command Center

• Oracle Project Procurement

• Oracle Advanced Project Planning and Control

• Oracle iProcurement Information Discovery


• Mobile Procurement

• Mobile iProcurement

• Mobile Project Manager

Mfg - EBS Information Discovery & New Products:

• Oracle In-Memory Cost Management

• Oracle Outsourced Manufacturing

• Oracle Cost Management Information Discovery

• Oracle Discrete Manufacturing Information Discovery

• Oracle Process Manufacturing Information Discovery

• Oracle Quality Information Discovery


• Mobile Discrete Production Supervisor

• Mobile Process Production Supervisor

• Mobile Discrete Quality Manager

• Mobile Discrete Quality Manager

• Mobile Project Manufacturing


EBS

Leverage 12.2 New Features and 12.2 New Products Reduce Customization and Improve Automation

ALM 12.2 New Features:

• Linear Asset Support

• Map Visualization for Assets and Work

• Safety Management: Lockout, Tagout

• Calendar Based Preventative Maintenance Schedule

• Asset: Expanded HTML UIs

Service 12.2 New Features:

• Multiple Products on SR; Task Status by Task Type

• Execute Project Tasks using Field Service

• Service Request OU Security with MOAC

• Service: Inquira/Oracle Knowledge Integration

• Field Service: Auto Creation of OTL Timecards; High

Volume Parts Ordering & Debriefing; Decentralized Sch

• Dispatch: HTML UI; GPS Emergency Scheduling

• Spares: HTML Planners Dashboard

• TeleService: Contact Center HTML UI

• Service Contracts: Configurability; HTML UI

• Depot : Warranty Mgt; Waste Mgt; Outsourced; eClaims

• CMRO: Warranty, Fleet Forecasting; Counter Entry

HCM 12.2 New Features:

• Payroll Dashboard; What-If Payslip Modeling

• SSHR Transaction Dashboard

• OTL: Credit Overtime as Absence Accrual; Calendar UI

• Improved UIs: SSHR; Learning; Succession Planning

Financials 12.2 New Features:

• GL: Journal Approvals with AME

• AP: Parallel Invoice Approvals, Workflow Transfer

• AR: Receipt Appl- Match Score and Knapsack Method

• AR: Manage Accounting Exceptions During Close

• Collections: Related Accounts; Actionable Work Items

• EB Tax: Transaction Tax Configuration Workbook

• CHRM: Volume Offer Enh, HTML UIs, Period Mgt

Procurement 12.2 New Features:

• iProcurement: Spot Buy; 1 Step Checkout

• iProc Info Disc: Preferred Items; Ranking; Ratings,

Reviews & Feedback, Catalog Upload via OSN

• Sourcing: Initiatives, Mult Offers, Alternative Lines

• SLM: Automated Assessments, Dynamic Lists, …

• Svc Proc: Std PO Complex Financing; Rate Cards

• Proc Contracts: Related Contracts; Cont Hierarchy

• CLM: Many enhancements

Projects 12.2 New Features:

• Labor Costing with Projects and Payroll

• Federal Contract Billing

• Schedule of Values

• Project Cost Breakdown Structure

• PJC: Accounting Adjustment Options

• PJB: Inv Consolidations, Exp Bill Group, Rev Holds

• PJT: Budgetary Controls on Financial Plans; Enh UI

• Grants: Auto Recalc Burden; Award Personnel API

Manufacturing 12.2 New Features:

• Just-In-Time Manufacturing (E-Kanban)

• Project Mfg: Landed Cost Mgt Support

• Process Mfg: Outside Processing, Batch Hold Mgt,

Yield Mgt

• MES: Component Availability Mgt: Day 0; HMTL UI

• MES: Serialized Mfg: Express Transact, Auto-Dekit

Order Mgt & Logistics 12.2 New Features:

• OM: Selling Subscriptions and Services; Recurring Billing

• OM: HTML UI, Credit Checks, Holds, Manual Line Splitting

• OM/CHRM: Enhanced Gross Margin Calculations

• Quoting: Validation Fwk; Approvals w/eSignatures

• Log/OM: Flexible Serial Tagging; Advanced Catch Weight

• INV: Material Classification; HTML Uis

• WMS: Inbound Task Mgt; Nested LPNs; Zone Picking

• MSCA: Single Sign-On Support; Personalization Enh

Logistics 12.2 New Product:

• Yard Management – New Product

Financials



Human Capital Mgt




EBS 12.2 Key Takeaways

• Functional Innovation and Modern UX, As Well As Online Patching

• Driven by New Business Models and Customer Requests

• EBS Roadmap with Ongoing Set of New Releases

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