Shared Entities and Integration Copyright © 2007, Oracle. All rights reserved. Objectives After completing this lesson, you should be able to recognize the following: • Shared entities within R12 E-Business Suite • The key integration points and business flows between products in E-Business Suite (EBS) 4-2 Copyright © 2007, Oracle. All rights reserved. What Are Shared Entities? • Shared entities in R12 E-Business Suite enable one-time definition of an object and the use of that object across several products. • Shared entities are “owned” by a single product for table purposes only. 4-3 Copyright © 2007, Oracle. All rights reserved. Shared Entities in E-Business: Examples 4-4 Entity Description AOL Application administration Ledger Accounting information records Unit of Measure Method of quantifying items Items Raw materials, finished goods, or services Suppliers Vendors we buy from Customers Buyers of the end product Sales Force Individuals credited with sales revenue Employees Personnel who perform assigned tasks Locations Business sites (addresses) Organizations Logical unit entities Copyright © 2007, Oracle. All rights reserved. Application Object Library (AOL) AOL Currencies Languages Site profile options 4-5 Users Menus Responsibilities Copyright © 2007, Oracle. All rights reserved. Ledger Chart of Accounts Calendar Currency Owned by General Ledger 4-6 Copyright © 2007, Oracle. All rights reserved. Units of Measure • • • • Length Base Unit = 1 cm 1 m = 100 cm 1 km = 100,000 cm Units of Measure are used by a variety of functions and transactions to express the quantity and measurement of items. Units of Measure Responsibility - Inventory, Vision Operations (USA) (N) Setup > Units of Measure 4-7 Copyright © 2007, Oracle. All rights reserved. Items You can define and control all items in an inventory. After the items have been defined, they are assigned to organization. Responsibility - Inventory, Vision Operations (USA) (N) Items > Master Items 4-8 Copyright © 2007, Oracle. All rights reserved. Suppliers Suppliers are the individuals or companies from which you procure goods and/or services. Responsibility - Payables, Vision Operations (USA) (N) Suppliers > Entry 4-9 Copyright © 2007, Oracle. All rights reserved. Customers Customers are buyers of the end products and/or services. Responsibility - Receivables, Vision Operations (USA) (N) Customers > Customers 4 - 10 Copyright © 2007, Oracle. All rights reserved. Sales Force Sales Force comprises individuals credited with sales revenue. Responsibility - CRM Resource Manager, Vision Enterprises (N) Maintain Resources > Resources Responsibility - Order Management Super User, Vision Operations (USA) (N) Setup > Sales > Sales persons 4 - 11 Copyright © 2007, Oracle. All rights reserved. Employees Employees are individuals employed by the company to perform certain tasks. Responsibility - Human Resources, Vision Enterprises (N) People > Enter and Maintain 4 - 12 Copyright © 2007, Oracle. All rights reserved. Locations Locations are physical addresses that may represent your company’s addresses or your customer’s addresses. Responsibility - Human Resources, Vision Enterprises (N) Work Structures > Location 4 - 13 Copyright © 2007, Oracle. All rights reserved. Organizations Organization is an entity designation used to partition data into logical units. Responsibility Human Resources, Vision Enterprises (N) Work Structures > Organization > Description 4 - 14 Copyright © 2007, Oracle. All rights reserved. Key Business Flows Plan Source Make Concept to Release Forecast to Plan Market Sell Campaign to Order Procure to Pay Plan to Replenish Support Contract to Renewal Click to Order Demand to Build Order to Cash Inventory to Fulfillment Request to Resolution Back Office Benefits to Payroll 4 - 15 People to Paycheck Project to Profit Copyright © 2007, Oracle. All rights reserved. Accounting to Financial Reports Forecast to Plan Demand planning Order management Forecasts Constraint-based optimization Sales Order Info ASCP 4 - 16 Copyright © 2007, Oracle. All rights reserved. Procure to Pay Inventory Cash Management Inventory Activity Requisitions Accruals Purchasing/iProcurement Accounting Suppliers Ledger Banks Payables/ iExpenses 4 - 17 Payables/ Expenses/ Payments Copyright © 2007, Oracle. All rights reserved. General Ledger Demand to Build Requisitions Cost info Purchasing/ iProcurement Cost Management ASCP/MRP Planned Order info Requisitions Material/Resource info Supply/Demand info Inventory Capacity UOMs WIP BOM Engineering BOM info Items Order Management 4 - 18 Engineering Copyright © 2007, Oracle. All rights reserved. Campaign to Order Marketing communication Phone call placed Marketing Advanced Inbound Audience Call Routed Script launched Discoverer Scripting Sales Quote submitted Order Fulfillment cycle (Order to Cash) 4 - 19 Copyright © 2007, Oracle. All rights reserved. Click to Order User Management Inventory In-Store Mkt Items Leads Sales Marketing JTA iStore Qualifiers and Discounts Get price Shopping cart/ quote Pricing Get price Quoting Book order 4 - 20 Copyright © 2007, Oracle. All rights reserved. Order Fulfillment (Order to Cash) Order to Cash Inventory activity Set of books General Ledger Inventory Cash Management UOMs Banks Receivables/ Revenue/ Receipts Purchasing/ iProcurement Inter org/ Shipments Inventory Transactions Reqs Invoices Receivables /iReceivables 4 - 21 Customers Order Management Copyright © 2007, Oracle. All rights reserved. Items Contract to Renewal Standard sales contract Sales Contracts iStore Standard sales contract Service Contracts Quoting Quote to booked order Service contract for item with warranty No item – warranty only Invoice Order Fulfillment Order to Cash 4 - 22 Copyright © 2007, Oracle. All rights reserved. Accounts Receivable Request to Resolution Solutions Customers Knowledge Management Create SR Merchant assistance iSupport Customer Products owned Create RMA Teleservice Create return order Items Inventory 4 - 23 Order Capture Foundation Items APIs Installed Base Copyright © 2007, Oracle. All rights reserved. Order Fulfillment (Order to Cash) Project to Profit Ledger Payables/ iExpenses General Ledger Receivables /iReceivables Burden Invoices/ Adjusts Suppliers Billings/ Credits Commits Labor Projects Projects UOMs Purchasing/ iProcurement 4 - 24 Customers Assets Payroll Assets Copyright © 2007, Oracle. All rights reserved. People to Paycheck HRMS HR Information Accounting General Ledger 4 - 25 Payroll Copyright © 2007, Oracle. All rights reserved. Cash Management Plan to Replenish Perform Min-Max Planning Establish Inventory Planning Policies Purchasing Plan Min-Max Material Inventory Purchasing Generate Requisitions Enterprise Roles Requisition to Receipt Inventory Manager System Inventory Automated planner Purchasing 4 - 26 Copyright © 2007, Oracle. All rights reserved. Benefits to Payroll Total Compensation Strategic Staffing to Hire Administer Employee Benefits Determine Participant Eligibility Manage Benefits Enrollment Administer 3rd Party Vendor Relationships Workforce and Sourcing Deployment Compensation and Benefits Payroll to Payment Payroll 4 - 27 Administer Flex Spending Accounts Post to Payroll Payroll Compensation and Benefits Copyright © 2007, Oracle. All rights reserved. Summary In this lesson, you should have learned about: • The shared entities within R12 E-Business Suite • The key integration points and business flows between products in R12 E-Business Suite 4 - 28 Copyright © 2007, Oracle. All rights reserved.