Configuration Personalization EBS

8/14/2019 Configuration Personalization EBS

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Configuring and

Personalizing theE-Business Suite


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System costs can be lowered by configuring Configurations survive upgrades; less upgrade downtime

Customizations are expensive to create and maintain

Configurations can increase user productivity Change screens without IT involvement

Easy, accurate reporting for best business decisions

Reduce data entry errors by automation

Capability to add specific company business requirements Create strategic, competitive value

Why Should We Care About Configurationand Personalization?


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Business Drivers

Create custom

applications without

changing the code

Leverage the

latest versions of

software to gain

competitive value

Lower maintenance

and upgrade costs

ConfigurationConfiguration


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Business Goals

Lower system costsLower system costs

Add strategic competitive businessAdd strategic competitive businessprocesses into applicationsprocesses into applications

Empower end users to be efficientEmpower end users to be efficient

in their jobsin their jobs

Make accurate and fast decisionsMake accurate and fast decisions


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Current Approaches for Configuration

Process should be defined by organization on when,what and whom can add configurations

Security should be in place to avoid every user

making configurations to the system

Most configurations are planned and developedduring implementation

Configurations can be added and modifiedthroughout the systems life


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The Oracle SolutionThe Oracle Solution


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Oracle E-Business Suite Solution

Architecture

Security Admin & Mgmt Configuration vs.

Customization High-Availability &

Scalability

Business Intelligence

Performance &Benchmarks

Integration Sizing Portal

ProcureProcure

ManufactureManufactureFulfillFulfill

Service /Service /

MaintainMaintain

DevelopDevelop

PlanPlan

MarketMarket

SellSell

HRHR

FinanceFinance

ProjectsProjects


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Configuration in Oracle E-Business Suite

Enables:

User Definable Fields

Changeable Business Processes

Proactive Business Rules

Personalization of Screen Layout and Behavior


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1. User Definable Fields

Add fields to screens to capture additional informationfor reporting

Lower system cost with virtually no IT involvement

Add fields to any data entry screen: Field validation

No programming

Optional or mandatory

Can be included on any report

User defined fields are preserved during upgrades


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2. Changeable Business ProcessesWorkflow Processing

Reduce costs by automating processes Eliminate redundant manual processes,

typing errors

Eliminate paper processes

Include specific process for strategic advantage

Enable supply chain collaboration Increase customer satisfaction and

improve negotiations

Send the right information to the right people

at the right time

Send information to suppliers, customers and employees

Monitor processes and detect bottlenecks Determine where a transaction is in the process and how much longer it will

take

Complete audit trail and analysis of info for continuous improvement

User changeable processes are preserved during upgrades


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Each order type and line item can have a different process Many companies process orders for each product

line differently

Each product line can be associated with a differentbusiness process (workflow)

Process change examples Invoice on hold until every item in an order has been shipped

Certain items may require an approval before shipping, while

others do not

Changeable Business ProcessesOrder Management Example


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Business rules to check for conditions withinthe applications

Check for creation of large journals; notify manager when created

Check for customers put on credit hold; notify service/sales when

put on hold

Faster, more accurate business decisions Users are proactive to exceptions rather than reactive Alert for abnormal conditions, errors, and exceptions

Generate e-mail messages, run reports, database updates,or Operation System scripts

Send e-mail to sales manager when customer is put on credit hold

Business Rules are preserved during upgrades

4. Proactive Business Rules

Proactive Monitoring


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4. Personalization of Screen Layout &Behavior

Allows extension of Oracle Applications withoutmodification of Oracle Applications code:

Folder Technology Forms Personalization (new)

OAF [1] Personalization Features

Personalization are preserved during upgrades

[1]: Oracle Applications Framework (OAF)[1]: Oracle Applications Framework (OAF)


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Folder Technology


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Forms Personalization


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OAF Personalization Features


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AdoptionAdoption


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Case Study:

To leverage the wealth of functionality provided by the newsoftware suite, APC decided to implement the new software in a

'plain vanilla' fashion, avoiding customization as much as possible.

Sipe says adopting the standard software simplifies the

implementation and makes future software upgrades easier.

We may move a few fields around and add minor functions, but we

don't actually customize the transactions.

---- Lisa Sipe, CIO, American Power Conversion

Oracle E-Business Suite: Financials, Discrete Manufacturing, OrderManagement, Advanced Supply Chain Planning, iProcurement,

Human Resources, Self-Service Human Resources

Key Points 3,200 users in 120 countries

Global single instance replaces 13 separate instances

Improves decision making by providing a global view of the business

Supports aggressive worldwide growth


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Case Study:

Another key differentiator in Oracle's system was its

flexibility, which allowed it to be tailored to Romi's

processes and not vice-versa..

---- Amrico Emlio Romi Neto, CEO,

Indstrias Romi S.A.

Oracle E-Business Suite: Interaction Center, Sales,Marketing, Service, Financials, Financial Analyzer,

E-Business Suite - ERP

Key Points Flexible applications complemented company's tried and true

processes versus requiring it to change the way it does business

Oracle's comprehensive ERP solution reduced risk and total cost

of ownership

Electronic Data Interchange allows on-demand transactions

Indstrias Romi

S.A.


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CustomerCustomerQuestionsQuestions


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Customer Questions

Answer:

Are all configurations saved during the upgrade process?

Yes. All configuration features are saved during theupgrade. After you upgrade, you do not need to run any

process that will tell you to move your configurations, they

move from one release to the next, automatically. This

reduces the amount of time it takes a company to be up

and running on new functionality and lowers the cost of

the upgrade.

Question:


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Question:

Answer:

Can we prevent users from being able to modify screens

(user definable screens)?

Yes. Oracle Applications have profile options. Profileoptions affect the way the application behaves for a

particular user, responsibility, application, or for a site.

You can set the profile option to disallow certain users

from changing the screen. You may want power users

to change screens, and the others be able to open the

modified screens. This can easily be done by setting

the profile option. This is true for both the professional

and casual user.

Customer Questions


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Question:

Answer:

Can we add a field to a form that points to a

legacy application?

Yes. There are several ways to point to legacyinformation from an Oracle E-Business Suite

form/screen. You can pull in information from a

third party system and store the value in the user

defined field. This information is now in Oracle E-

Business Suite database and can be pulled into any

report.

Customer Questions


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Question:

Answer:

Who changes the workflow processes? IT or users?

Both. Certain activities you may want to change in

workflow could be done by a power user and some

activities may require IT. Typically, workflow is createdand modified by both a business analyst and IT.

Many steps in the a workflow process read from

business rules that have been set up in the

applications. For example, workflow reads the

employee manager relationship hierarchy set up inOracle HR to determine who should approve an

expense report. The hierarchy is set up and

maintained by the power user for HR. If the hierarchy

is changed, then the workflow approval changes

automatically.

Customer Questions


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Question:

Answer:

Can users see where the PO, Expense Report is in

an approval process?

Yes. Using the Workflow monitor, users can pull upthe PO or expense report to see who has approved it

and who needs to approve it next.

The workflow monitor is a easy way to audit your

business processes, find bottlenecks in the system.

For example, who has not approved their processes,where transactions are stuck. This allows a company

to find bottlenecks and improve system efficiency.

Customer Questions


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Question:

Answer:

What happens to an approval process when a

user goes on vacation?

Workflow allows the user to set up a forward towhile away from the office. Workflows can

incorporate an escalation process into a business

process. After a certain amount of time an activity

can be performed automatically. Escalations are

standard and are easy to set up for your business

processes using workflow.

Customer Questions


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SummarySummary


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User Defined Fields

Changeable Processes

Proactive Business Rules

Personalization of Screen Layout and Behavior

Oracle Solution


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Configuration Personalization EBS

Documents

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