Industry specific cover image R12 Enhancements to Oracle Project Contracts TBD Agenda • R12 Release Overview • Usability Enhancements • Security Enhancements • Improved Integration with Supply Chain Applications • Multi-Org Access Control • Success Story Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 1 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 remain at the sole discretion of Oracle. Copyright ©2007, Oracle. All rights reserved. Oracle Confidential Project Contracts Overview Customers Project Owner / Manager Contract Manager Solicit or Bid Bid/Proposal Role-Based Access Contract Sell Contractors & Subcontractors Secure, Central Contract Repository Manage Funds Subcontracts (w/Flowdown) Purchasing • Standard Library: T&Cs, Articles • SOWs • Deliverables Buy Suppliers Author/Execute Contract Sell Side Procure/ Subcontract Track Deliverables Change Management Solicitations Bill & Collect Purchase Orders Integration Other Application Components • Planning • Procurement Copyright ©2007, Oracle. All rights reserved. Oracle Confidential • Manufacturing • Shipping • Projects • Finance 3 Improvements in Release R12 In Release 12 (R12), Project Contracts provides improved usability, enhanced access control in contract authoring and Deliverable Tracking System (DTS), and better visibility to project contracts information from other supply chain applications. The new features are: • Usability Enhancements • Security Enhancements • Improved Integration with Supply Chain Applications • Multi-Org Access Control Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 4 Agenda • R12 Release Overview • Usability Enhancements • Security Enhancements • Improved Integration with Supply Chain Applications • Multi-Org Access Control • Success Story Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 5 Usability Enhancements in R12 • When copying a contract, users can also copy project and task • • • • information from the original contract in addition to lines, parties, articles, terms and conditions, standard notes information (which is currently supported). Contract administrators can permanently delete unwanted contracts in ‘Entered’ or ‘Canceled’ status to reduce the risk of such contracts being accidentally acted upon or being referred to in other contracts. This also helps the administrators to reduce clutter while searching contracts. During contract approval, approvers can provide review comments that are included in the reply notification to the requestor. Project task information will be defaulted from the contract header to the lines The billing event user interface has been improved to support multi currency billing. Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 6 UI Enhancements to Billing Event Details Form Description • Multi currency Billing • Display of Price and Amount information in Deliverable and Billing Currency • Indication to reinitiate billing in cases of inconsistent billing information in Project Contract and Project Billing Benefits • Indicates if project allows multi-currency billing Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 7 UI Enhancements to Billing Event Details Form How to use this feature • Details on the Billing Event Details Form – Deliverable unit price / currency (source: DTS) – Checkbox to indicate if project associated to contract is multi-currency billing (MCB) enabled – Billing Currency • If not MCB enabled, Billing Currency defaults to project’s functional currency and is not editable • If MCB Enabled, then Billing Currency defaults to Deliverable Currency and is editable – Billing Unit Price – Bill Amount – Revenue Amount – Bill Quantity – Initiate Billing or Re-Initiate Billing button Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 8 UI Enhancements to Billing Event Details Form How to use this feature Multi-Currency Billing Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 9 UI Enhancements to Billing Event Details Form How to use this feature Re-initiate Billing indicates that billing event on Project Contracts and Project Billing needs to be synched up Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 10 Agenda • R12 Release Overview • Usability Enhancements • Security Enhancements • Improved Integration with Supply Chain Applications • Multi-Org Access Control • Success Story Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 11 Access Security for Deliverables Release Information To prevent unauthorized modifications to contract deliverables, the existing security framework has been enhanced in R12 to allow role-based access to view/edit/initiate deliverables. • Available from 11.5.9 • Users need to uptake patch 4298464 Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 12 Access Security for Deliverables Description • Security framework for controlling user activities on the Deliverables Tracking System • Users can be setup to: – No Access / View Only / Update deliverables on DTS – No Access / Allow Access to Deliverables-Based Billing – No Access / Allow Access to downstream actions on DTS • Initiate Shipping • Initiate Planning • Initiate Purchasing Benefits • Reduces business risk of unwanted or unwarranted changes to deliverables Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 13 Access Security for Deliverables How to use this feature • A user is assigned to a contract in a specific role • The role is tied to a menu that allows access to functions • Thus user will be able to access only the functions associated with this role Contract User Role Menu Function Function Function Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 14 Access Security for Deliverables How to setup this feature • Step 1: Function Based Security Setup – Responsibility: System Administrator – Navigation: Application / Menu – Create a new menu or modify an existing menu – Following functions on this menu are used to deliver deliverables access control • Contract Deliverables Tracking • Contract Deliverables Tracking: Update • Deliverables Tracking: Initiate Shipping • Deliverables Tracking: Initiate Planning • Deliverables Tracking: Initiate Purchasing • Deliverable-Based Billing Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 15 Access Security for Deliverables How to setup this feature Functions that are used for the deliverables access control requirements Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 16 Access Security for Deliverables How to setup this feature • Deliverables Tracking System – No Access • Do not grant access to functions Contract Deliverables Tracking and Contract Deliverables Tracking: Update • Removes Deliverables Tracking System from the Actions menu on Contract Organizer and Find windows – View Only • Grant access to function Contract Deliverables Tracking • Do not grant access to function Contract Deliverables Tracking: Update – Update • Grant access to both functions Contract Deliverables Tracking and Contract Deliverables Tracking: Update Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 17 Access Security for Deliverables How to setup this feature • Control access to Initiate Shipping, Initiate Planning, Initiate Purchasing – No Access • Do not grant access to functions Deliverables Tracking: Initiate Shipping, Deliverables Tracking: Initiate Planning, Deliverables Tracking: Initiate Purchasing • Removes Initiate Shipping, Initiate Planning, Initiate Purchasing actions from the Actions menu on DTS – Access • Grant access to functions Deliverables Tracking: Initiate Shipping, Deliverables Tracking: Initiate Planning, Deliverables Tracking: Initiate Purchasing Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 18 Access Security for Deliverables How to setup this feature • Deliverables Based Billing System – No Access • Do not grant access to function Deliverables-Based Billing • Removes Deliverables-Based Billing from the Actions menu on Contract Organizer and Find windows – Update • Grant access to the function Deliverables-Based Billing Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 19 Access Security for Deliverables How to setup this feature • Step 2: Role Based Security Setup – Responsibility: Project Contracts Super User – Navigation: Security / Roles – Roles Form • Create a new role (or query an existing role) • Associate user role with the appropriate menu • Check the Enforce role-based security checkbox • Define additional access rules as required – Run the concurrent requests ‘Generate Access Rule’ and ‘Generate Secure View’ Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 20 Access Security for Deliverables How to setup this feature Associate appropriate user menu to the roles Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 21 Access Security for Deliverables How to setup this feature • Step 3: Contract Access Setup – Responsibility: Project Contracts Super User – Navigation: Security / Contract Accesses – Security Role Assignments Form • Select employee • Select contract, program, or site level setting • Specify the user’s role Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 22 Access Security for Deliverables How to setup this feature Specify the employee’s role at a contract, program or site level Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 23 Agenda • R12 Release Overview • Usability Enhancements • Security Enhancements • Improved Integration with Supply Chain Applications • Multi-Org Access Control • Success Story Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 24 Improved Integration with Supply Chain Apps • In Project Contracts, administrators can specify the list of print forms (such as DD250) required during contract execution. • With R12, user can configure to display print forms information in different flow down areas of various applications as required. For example, it can be configured to have DD250 print forms information displayed to the users in shipping. • Other key enhancements include a warning message when the same project hierarchy is linked to multiple contracts. This is required for government contracting organizations that do cost-plus contracts with progress billing. Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 25 Flowdown of Print Forms Information Description • Users can now view the Print Forms information in other systems : – – – – Shipping Purchasing Work In Progress Billing Benefits • Print Forms information available to other systems such as Shipping, Procurement, WIP, and Billing – Improve downstream business efficiencies – Avoid shipping or processing orders without relevant documentation Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 26 Flowdown of Print Forms Information How to use this feature Example of flowdown from Shipping transactions. Flowdown info shows Print Forms associated with the Contract/Line Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 27 Flowdown of Print Forms Information How to setup this feature New tab for Print Forms flowdown Specify business areas to flowdown the Print Forms info Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 28 Specify Effective Date for Programs Description • User can specify the active duration of a Program (From – To) • Assign only active programs to a contract or funding pool Benefits • Avoid assigning an inactive Program to a contract or a funding pool • Reduce potential user mistakes Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 29 Specify Effective Date for Programs How to use this feature • Contract Authoring Workbench, Funding Pool Form – User can associate the contract or funding pool with a specific program – Only active programs will be displayed in the program LOV • Security Role Assignments Form – Employee access can be defined at a program level – Only active programs will be displayed in the program LOV Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 30 Specify Effective Date for Programs How to setup this feature Specify effective dates for the Program Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 31 Default Top Task from Contract Header to Lines Description • User can specify Top Task on the contract header • Top Task will default to contract lines Benefits • Increases efficiency - eliminates the need for manual entry of top task on contracts with many lines Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 32 Default Top Task from Contract Header to Lines How to use this feature Default task on the contract header defaults to new lines in the contract Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 33 Default Due Date based on Days ARO Description • Due Date on contract line will be automatically updated to Award Date (specified on the header) + Days ARO (specified on the line) – Award Date: 01-JAN-2006 – Days ARO: 30 – Due Date = 31-JAN-2006 Benefits • Eliminates the need for manual entry of due dates • Eliminates the need to update the due dates manually for each contract line when award date is changed Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 34 Default Due Date based on Days ARO How to use this feature Due date = Award date + Days ARO Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 35 Default Due Date based on Days ARO How to use this feature Warning when user changes the Award date and has Days ARO already specified on the line Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 36 Flowdown of DO # / Master Agreement # Description • When a Delivery Order is created in OKE using a Master Agreement, the user can see the concatenated Delivery Order # / Master Order # in OKE • This feature flows down the concatenated information to other applications so that users know which master contract the order is against Benefits • Users in applications such as Shipping and Procurement can easily identify the master agreement associated with the delivery order Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 37 Flowdown of DO # / Master Agreement # How to use this feature Concatenated Delivery Order # / Master Agreement # Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 38 Flowdown of DO # / Master Agreement # How to use this feature Concatenated Delivery Order # / Master Agreement # Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 39 Agenda • R12 Release Overview • Usability Enhancements • Security Enhancements • Improved Integration with Supply Chain Applications • Multi-Org Access Control • Success Story Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 40 Multi-Org Access Control • Oracle Project Contracts leverages the Multi-Org Access Control model – Allows users to author contracts and templates in multiple operating units without switching responsibilities • When Multi-Org Access Control is implemented, users can only access contracts authored in operating units that are listed in the security profile assigned to their responsibility Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 41 Same Project Hierarchy on Multiple Contracts Description • Provision to decide whether same Project Hierarchy can be used on multiple Contracts • Options are – Allow – Allow With Warning – Do Not Allow Benefits • Flexibility to handle different business scenarios to allow / disallow project hierarchy usage Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 42 Same Project Hierarchy on Multiple Contracts How to use this feature • Example Project P1 Contract C1 Contract C2 – P1A – P1B P1B1 P1B2 P1B3 Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 43 Same Project Hierarchy on Multiple Contracts How to use this feature • Allow Project P1 Contract C1 Contract C2 – P1A – P1B P1B1 P1B2 P1B3 Copyright ©2007, Oracle. All rights reserved. Oracle Confidential Multiple contracts can be referenced using the same project hierarchy 44 Same Project Hierarchy on Multiple Contracts How to use this feature • Allow With Warning Project P1 – P1A Contract C1 Contract C2 ! – P1B P1B1 P1B2 P1B3 Copyright ©2007, Oracle. All rights reserved. Oracle Confidential C1 linked to project P1B User gets a warning when he tries to link C2 to P1B2 45 Same Project Hierarchy on Multiple Contracts How to use this feature • Do Not Allow Project P1 Contract C1 Contract C2 – P1A – P1B P1B1 P1B2 P1B3 C1 linked to project P1B User gets an error message when he tries to link C2 to P1B2. This action is not allowed Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 46 Same Project Hierarchy on Multiple Contracts How to setup this feature • Responsibility: Project Contracts Super User • Navigation: Edit / Preferences / Profiles / OKE: Same Project Hierarchy on Multiple Contracts – Allow – Allow With Warning – Do Not Allow Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 47 View Notes on Approval of Contract Description • Approver can add notes/comments after approving a contract. This feature allows the submitter of the contract to see the approver’s notes Benefits • Handles the Contract users requirement to have ‘approve with comments’ functionality • Improves efficiency of the approval process Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 48 View Notes on Approval of Contract How to use this feature Approver approves with comments Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 49 View Notes on Approval of Contract How to use this feature Submitter can review approver’s comments Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 50 Enhancements to ‘Copy From Existing Contract’ Description • User has an option to specify if the following should be copied from the source contract – Project and Task Benefits • Helps in reducing the manual effort in duplicating projects and task information for multiple contract lines Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 51 Enhancements to ‘Copy From Existing Contract’ How to use this feature • Navigation: Contract Organizer / New Document / Copy from an Existing Contract Copy Projects and Tasks Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 52 Enhancements to ‘Copy From Existing Contract’ Dependencies and Interactions • Copying Project and Task information is dependent on profile option OKE: Same Project Hierarchy on Multiple Contracts – Allow: Project and task information will be copied – Warning: Project and task information will be copied with a warning displayed to the user – Do Not Allow: Project and task information will not be copied Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 53 Delete Contract in ‘Entered’ or ‘Canceled’ Status Description • User will be able to delete contracts, proposals, or solicitations in “Entered” or “Canceled” statuses Benefits • Eliminate build-up of unwanted data • Reduce potential user mistakes by using a wrong document reference Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 54 Delete Contract in ‘Entered’ or ‘Canceled’ Status How to use this feature Delete Icon Delete Contract from ‘Go To’ menu Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 55 Delete Contract in ‘Entered’ or ‘Canceled’ Status How to use this feature Warning message before deletion Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 56 Delete Contract in ‘Entered’ or ‘Canceled’ Status How to setup this feature • Navigation: Setup / Framework / Contract Statuses • Specify that ‘Delete Allowed’ is a valid operation for a contract in an Entered or Canceled status Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 57 Delete Contract in ‘Entered’ or ‘Canceled’ Status How to setup this feature ‘Delete Allowed’ as a valid operation for ‘Entered’ Status Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 58 Delete Contract in ‘Entered’ or ‘Canceled’ Status How to setup this feature • Responsibility: System Administrator • Navigation: Application / Menu • Enable ‘Delete Document’ function on the following menus: – OKE-Contract Administrator Privileges (seeded) – OKE-Contract Organizer Actions (seeded) – Other user menus as needed Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 59 Delete Contract in ‘Entered’ or ‘Canceled’ Status How to setup this feature Enable ‘Delete Document’ as a menu function Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 60 Delete Contract in ‘Entered’ or ‘Canceled’ Status Dependencies and Interactions • User cannot delete a contract in Entered or Canceled status if – Planning has been initiated for one or more deliverables – Shipping has been initiated for one or more deliverables – Purchase Requisition has been initiated for one or more deliverables – Billing Event has been initiated for one or more deliverables – Project Agreement corresponding to this contract has already been created from the contract’s funding source – The contract is a Basic Order Agreement and has other Delivery Orders referenced to it Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 61 Delete Contract in ‘Entered’ or ‘Canceled’ Status Dependencies and Interactions Error message when user tries to delete a contract that has some downstream processes initiated Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 62 Additional Resources For Customers and Partners • For More Information about our Products – http://www.oracle.com/products/ • For More Information about Education – http://www.oracle/com/education/ • For More Information about Support – http://www.oracle.com/support/ • For Metalink Information: – http://metalink.oracle.com/ • Oracle Product Documentation: – http://www.oracle.com/technology/documentation/applications.html Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 63 Customer Success Profile BAE Systems COMPANY OVERVIEW RESULTS • One of the largest defense and aerospace firms in the world • £14.8B ($27.5B USD) in annual sales • Over 90,000 employees across 5 Continents • Customers in 129 countries 1st division (Platform Solutions) live since July 2002, with on-going implementations in other divisions Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 64 BAE Systems Platform Solutions Pain Points Before Implementing Project Contracts • In-place systems not integrated – Contract Management System (CORT) not integrated with other ERP systems – Contract information disseminated via manual reports – Financials were independent from other systems • Very people dependent – Manual processes used for shipping, funding/billing, planning and procurement with no automated access to contract information • Verbal dissemination of Contract Information – No automated flow down of contracts information to internal groups or to vendor/suppliers Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 65 BAE Systems Platform Solutions Project Contracts Features Used • Authoring – Capture of awarded contracts and pre-award proposals • Funding – Allocation of funding to the lines and sublines in the contract and automated creation of the Project Agreement • Change Management – Timely and efficient capture, approval and implementation of contract modifications • Deliverable Tracking System – Robust deliverable tracking and automated initiation of shipping, billing, planning and procurement processes Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 66 BAE Systems Platform Solutions Project Contracts Features Used (cont’d) • Reports – Using existing data fields along with User Defined Attributes to disseminate contract information, such as deliverable due-dates, milestones, etc. • Contract Flowdown – Used extensively to disseminate contract information including selected attributes, Mandatory Flowdown Clauses and other contract information to business areas such as WIP, Shipping and Procurement • Other – Business Metrics Reporting: – Monitor proposal turn around times to ensure on-time delivery and administration of the proposal process – Visibility of deliverable due-dates across contracts and milestone suspension date tracking – Adherence to established billing schedules set forth in the contract Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 67 BAE SYSTEMS Platform Solutions Project Contracts Data Mart Reporting This is sample of a report created to enable Contract, Program and Finance managers to better manage contractual billing milestones A condition has been created in the report that provides an indication of a milestone that is past due Note: BAE Systems proprietary information Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 68 BAE SYSTEMS Platform Solutions Benefits Gained From Using Project Contracts • In-place systems not integrated • Systems integrated with ERP – Integrated Contracts, Projects/Financials, Shipping, Procurement and Planning capability • Very people dependent • Automated Processes – Able to bill customer for Advance Payments, Unit Price and Contract Milestones – Automated flowdown to internal business areas and to vendor/suppliers for mandatory flowdown clauses – Funding and Modification processes are automated – User Defined Attributes automatically pass booking info to Financials Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 69 BAE SYSTEMS Platform Solutions Benefits gained from using Project Contracts (cont’d) • Verbal dissemination of Contract information • Anytime, Anywhere Access – Contract administration and ship/build activities conducted from multiple locations – Global access to information by authorized users • Resulting In…. Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 70 BAE SYSTEMS Platform Solutions Benefits gained from using Project Contracts (cont’d) • Timely, Efficient Contract Management – Routine tasks under each contract such as Planning, Funding, Billing, Shipping and Procurement each averaged 2-3 days to complete…Now reduced to 1-2 Hours per activity – Change management process took up to 2 days for each Modification…Now completed in minutes – Disseminating Contract information took up to a week for each new contract…now accomplished in minutes with the automated flowdown capability – Reporting was disjointed and inconsistent…Now automated, user configured and available on demand Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 71 BAE SYSTEMS Implementation Across Large Entities with Multiple Systems DIVISION GO-LIVE DATE IMPLEMENTATION PERIOD NUMBER OF USERS Johnson City July 2002 2 years Approx 50 Fort Wayne February 2003 1 year + Approx 50 Controls West June 2003 1 Year Approx 50 Irving April 2006 < 1 Year Approx 50 Rochester, UK Planned June 2008 ?? Approx 50 Replaced 64 different systems with Oracle E-Business Suite Copyright ©2007, Oracle. All rights reserved. Oracle Confidential 72