Why ERP?

advertisement
Oracle E-Business Suite
Why ERP?
Why ERP? – Changing business needs
•
Stage-1
–
•
Daily Job:
•
Collect goods from vendor.
•
Sell items/goods to customers.
•
If any goods out of stock note it down to order it from vendor.
•
Daily accounting - Profit & loss.
Stage-2 : After a year you business is developed & you are becoming a whole sole
dealer.
–
–
Changes in Business
•
Many branches.
•
Hire People for working.
•
Maintaining a small database for the business.
•
Transportation services.
Daily Job:
•
Collect goods from vendor & store it in inventory.
•
Take order from shop keepers.
•
Maintain small database for goods, shopkeepers & employees.
•
Using a computer for accounting. & Delivering items to customers.
Why ERP? – Business changing needs
•
Stage-3
–
–
Changes in business
•
Worldwide Branches and customers.
•
Developed as a Multinational Organization.
•
International Transportation.
•
Ecommerce, Phone marketing. etc.
Workload in business
•
Now the owner of the business cannot go to sites (all over the world) daily.
•
He has to maintain a big database for his business to run continuously.
•
Need to manage inventory activities (how much is sold, received items etc.).
•
Need to maintain the employees and their benefits (Needs HR
•
Need to calculate accounting (profit & loss for worldwide business).
•
Asset management.
team).
ERP Benefits

Software package that allows organizations to manage key business processes.

Enable organizations to

Make better decisions

Reduce costs

Increase performance.

No Integration cost

Common data
Why ERP?
Other Names

Oracle Enterprise Resource Planning (ERP)

Oracle Apps

Oracle Applications

Oracle Financials

E-Biz

EBS (E-Business Suite).
Architecture: From Past to Now



Past

Character based

Input → Dumb terminals

Oracle Forms & DB at back end
GUI

SmartClient

Oracle form at Client Tier

Access DB over network

Difficult to upgrade, as need to update on all clients.
Three Tier Architecture

Oracle Form → HTML & Other Web Based Technologies.

Browser, remove applets also.

Light
Other Vendors
Modules
•
First level text with bullets
–
Second level text with bullets
•
Third level text with bullets
–
Fourth level text with bullets
•
Fifth level text with bullets
Modules
•
First level text with bullets
–
Second level text with bullets
•
Third level text with bullets
–
Fourth level text with bullets
•
Fifth level text with bullets

Responsibility


Level of Authority
Let user access function/data that they are authorized
to.
EBS Terminology




Responsibility

Collection of business functionality

what a user can do

Assigned Menu & Request Group
Menu

represents a hierarchy of functions and other menus

reusable grouping of application functionality and consists of functions and other menus
Request Group

grouping of reports and concurrent programs that is assigned to a responsibility

allows access to programs and reports relevant to the organizational role.
Screen

Functions call screen.

Different functions can create different looking screen using one screen, by passing different
parameters

Why Workflow?


Large data.

Data should reach to all required persons.

Internal or External.

Nick Name → Routing Information.

B2B data.

Modifying rules.

Notifications
WorkFlow Builder

Navigate workflow

Worklist


link to display your list of workflow notifications
Find Notification

Search

Notification Rules

Find Process


To serach list of workflow process instance & STATUS.
User Preference

Language, date

Business Requirement


When Item created in inventory

Launch workflow

Collect details of created item.

Send notification to a group.

Send link of item form.
Implementation: Process flow

When item is created, entry would go to TableX

Create workflow.

Create DB trigger to launch workflow.

Back office functions




Financial
Manufacturing
HR
Front office functions

Customer Relationship & Management



Call center
Internet sales & marketing
E-commerece
Business Terminology
•
•
Purchase Order (PO)
–
Commercial document issued by a buyer to a seller.
–
Indicates the type, quantities and agreed prices for products or services the seller will provide to the
buyer.
–
Sending a PO to a supplier constitutes a legal offer to buy products or services.
–
Acceptance of a PO by a seller usually forms a once-off contract between the buyer and seller so no
contract exists until the PO is accepted.
•
Pack Slip
•
A pack slip denotes what should be “packed’ for a delivery. It may consolidate several
orders to a route, truck or customer.
Item
–
•
A physical quantity
Invoice
–
Bill
–
Commercial document issues by seller to buyer.
–
Contains the products, quantities, and agreed prices for products or services the seller has
provided the buyer.
–
Indicates the buyer must pay the seller, according to the payment terms.
Financial Module overview
•
First level text with bullets
–
Second level text with bullets
•
Third level text with bullets
–
Fourth level text with bullets
•
Fifth level text with bullets
Environments

Master

Configuration setup

No Transactional Data

Development

Test

Deployment

After Testing, attach with patches & Scripts.

Patching

Support


Clone production, reproduce issue.
CRP

Conference room pilot, during sign off

Migration – Data Migration

Production
Building Blocks/Tools
•
Oracle DB
•
PL/SQL
•
Forms
 Limitation: JInitiator
•
Report tool
 Available XML/BI publisher

•
Java

•
Can generate template using ms-word
To replace Forms
ADI: Application Desktop Integrator
 Operations from spreadsheet.

Project Manager


Functional consultant




Creating scripts, reports, additional screens.
System Admin/DBA


Interact with business users, collect info
Create functional documentation
Technical consultant


Connects client & implementation team.
Security, user access management, scripts, patches.
User
Super User

e.g Setting up bank accounts
Navigation
Navigation: Help

Made up of




Web Pages
Java Forms
Mobile
Log in Types


Normal
Single Sign on
Navigation: Help

Made up of




Web Pages
Java Forms
Mobile
Log in Types


Normal
Single Sign on
Navigation: Log In Screen
Navigation: Home Page
Navigation: Home Page Break up

Header and footer
 Favorites
 Log out
 Preferences
 Help
Navigation: Application Types


→ to access web-based applications
→ icon allows you to access java-based
applications.
Navigation: Application Types
Directory Structure
Directory Structure
<APPL_TOP>

product directories

E.g General Ledger (GL), Purchasing (PO)
<COMMON_TOP>

Common directories and files such as log files & Java libraries shared across different products
<ORACLE_HOME>

Contains the technology stack components such as Oracle Database RDBMS and Oracle Developer
Tools (Forms, Reports) software.
<DATA_TOP>

Contains database data files for Oracle Applications.
<INST_TOP>


This is new to R12.
Contains various configuration files to provide the ability to share Applications and technology stack
code between multiple instances.


Login with user which have system admin
responsibility access.
System Admin → Security → Responsibility →
Define

Entry Mode


F4
Query Mode


F11 – query mode
Ctrl + F11 – execute query


Login with user which have system admin
responsibility access.
System Admin → Security → Responsibility →
Define


Customizable data field.
Types

KeyFlexfield



Multi Value field
 e.g display empNo.empDesignation, 10727639.Software
Engineer
Intelligent
 Display – Married, in DB - M
Descriptive Flexfield

For additional info


Login with user which have system admin
responsibility access.
System Admin → Application → FlexFields → Key →
Segments


Login with user which have system admin
responsibility access.
System Admin → Concurrent → Program → Define


Login with user which have system admin
responsibility access.
System Admin → Concurrent → Executable

Executable Types





Host → Shell
Intermediate
Java Stored Procedure
Java concurrent program
PL/SQL stored procedure
Complete Example:
Creating function, menu, responsibility for
one business requirement.

Business requirement



Employes should be able to access one business
document.
Create responsibility
Create document


Create document, say HTM document
Transfer to application server using tool like WinSCP



/u01/apps/oracle/testcomn/html
Run dos2unix command
Create function

System Admin → Application → Function

Create function



System Admin → Application → Function
Fill section Description, Web Host & Properties in order
WebHost

http://testsrvr:8000/OA_HTML/W2_employee_ltr.htm

Create Menu for responsibility.



System Administrator → Go to “Application Administrator”
responsibility → user → define
Information of Responsibility is stored in FND_USER Table.
User Responsibilities stored in FND_USER_RESP_GROUPS
Table.

Open Report Builder

SQL statement: Write query

Express Query: connect to DB, select columns.

Save as .rdf

Attach with concurrent program

Move report to reports directory.
Thank you.
Download