ERP and Oracle E-Business Suite
Concepts
ERP Definition
• ERP stands for “Enterprise Resource Planning”
• ERP is a comprehensive software package
• ERP systems typically include the following
characteristics:
– An integrated system that operates in real time (or
next to real time), without relying on periodic
updates.
– A common database, which supports all applications.
– A consistent look and feel throughout each module.
– Installation of the system without elaborate
application/data integration by the Information
Technology (IT) department
ERP Functional/Technical Components
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Finance/Accounting
Human Resources
Manufacturing
Supply Chain Management (SCM)
Project Management
Customer Relationship Management (CRM)
Data Services
Access Control (User and Role Management)
Generic ERP Tools
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User Interface (Forms)
Reports
Database
Web Server/ Applications Server (for Web
Enabled/based ERP’s)
ERP Features
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Independent of Operating System
Independent of Database System
Process End-to-End business Information
Modularity
Integration between modules
Interfacing capabilities with external file and business
applications
Integration with Online Analytical process systems (OLAP)
Web based
Support Multi-Currency transactions
Open to Customization and Localization (Native country
implementation
Commercial Full Fledged ERP’s
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Oracle E-Business Suite (from Oracle Corp)
Peoplesoft (from Oracle Corp)
JD Edwards (from Oracle Corp)
SAP (from SAP Labs)
Ramco Marshall (from Ramco Systems)
Industry/Vertical ERP’s
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Siebel CRM
Reatek
Hyperion
Flex-Cube
Tally Accounting Package
Sage Accounting Package
Benefits of Oracle E-Business Suite
• Available in 30 languages
• Supports multiple currencies
• Supports flexible management of business
processes
• Has single database model for entire business
data
• Supports statutory and customary local
requirements
• Is built on open standards
• Collaborates with trading partners (customer,
suppliers, dealers, wholesalers etc..)
Oracle E-business Suite Product
Families
Important Modules in Product Families
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Financials
• General Ledger
• Receivables
• Cash Management
• Fixed Assets
• Payables
• Sub Ledger Accounting
HRMS
• HR
• Payroll
• Time and Labor
• Oracle Learning Management
• Advanced Benefits
Manufacturing
– Process Manufacturing
• OPM Costing
• Process Execution
• Product Development
• E-Records
• OPM Quality
– Discrete Manufacturing
• Bills of Material
• Costing
• Quality
• Work in process
• Engineering
Important Modules in Product Families
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Projects
• Project Costing
• Project Billing
• Project Manufacturing
• Project Resource Management
• Project Management
CRM
• iStore
• Service Requests
• Contracts
• Teleservice
• Depot repair
• Field Service
Administration
• System Administration
• Application Object Library
• Alerts
• Workflow
Important Modules in Product Families
• Sales and Marketing
• Order Management
• Pricing
• Shipping
• Release management
• Procurement
• Purchasing
• iProcurement
• Sourcing
• iSupplier
Oracle E-business Architecture
Oracle E-Business Architecture
• Desktop/Client tier: This tier provides the user interface.
This tier could consist of a desktop computer, laptop or
mobile devices like PDAs, and so on. This tier is mainly
involved in capturing and displaying information to the user.
• Application tier: This tier is responsible for holding all the
application logic. It supports and manages various
Applications components, and is sometimes known as the
middle tier.
• Database tier: This tier is responsible for storing and
retrieving the application data. It supports and manages the
Oracle database.
Shared Entities
• Shared entities in R12 E-Business Suite enable
one time definition of an object, and the use
of that object across several
modules/products/applications.
• Shared entities are owned by one module
from the definition standpoint, but can be
referenced where ever needed.
E-business Suite Shared Entities
AOL Shared Entities
Shared Entities Ownership
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Set of Books
Units of Measure
Items
Suppliers
Customers
Organizations
Locations
Sales Force
Employees
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General ledger
Inventory
Inventory
TCA
TCA
HR
HR
Sales and Marketing
HR
Major Business Processes
Procure to Pay (P2P)
Procure to Pay (P2P)
• Procure to Pay
This business flow outlines how a company
raises purchase orders for procurement of
goods or service and then processes
associated invoices for payment, transfer to
GL and reconciliation with bank statements.
Order to Cash (O2C)
Order to Cash (O2C)
• Order to Cash
This business flow encompasses activities
starting from order entry, checking/booking of
the items in the inventory, shipping of goods,
raising invoices, reconciling bank statements
and transferring accounting entries to General
Ledger.
People to Paycheck
People to Paycheck
• People to Paycheck
This business process encompasses activities related to
calculation and generation of payroll payments to
employees. This flow enables users to set up necessary
payroll elements and methods for particular
employees, perform payroll processing (standard
periodic, supplementary, and “one-offs” for a single
employee), pay employees by check or direct deposit,
request various related reports, and perform costing
and transfer of completed payroll data to the general
ledger.
Multi-Org
What Is Multi-Org?
Multi-Org is a server-side (applications and database) enhancement that
enables multiple business units in an enterprise to use a single installation
of Oracle Applications products while keeping transaction data separate
and secure. The Multi-Org enhancement uses native database views to
build a security layer on top of a single installation of Oracle Applications.
In Oracle Applications Release 12, the following products support MultiOrg capabilities:
• Cash Management
• Order Management, Shipping Execution and Release Management
• Payables
• Property Manager
• Projects
• Purchasing
• Receivables
• Sales Compensation
• Sales and Marketing
• Service
E-business Suite Multi-org Structure
Business
Group
Legal
Entity1
Operating
Unit1
Operating
Unit2
Legal
Entity2
Operating
Unit3
E-business Suite Multi-org Structure
Legal
Entity1
Operating
Unit1
Inventory
Org1
WIP Org1
Operating
Unit2
Inventory
Org2
E-Business Suite Modules
Implementation by Modules
Multi-org Data Security Model
HR Organization Types
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Business Group
Legal Entity
Operating Unit
Inventory organization
WIP organization
Organization Naming Conventions
• Organization Naming Considerations
Multi-Org naming conventions should be used to identify the Oracle Organizations
Classification (for example, Set of Books, Operating Unit, Inventory Organization) and
it’s unique characteristics like country or currency, location name, and usage.
The following are general guidelines for creating Organization Names:
Sets of Books where:
• SOB_; is an operational book that obtains journal entries directly from a subledger
system (for example, accounts payable, inventory).
• COB_; is a consolidation set of books.
• ROB_; is a reporting set of books when using the Multiple Reporting Currency (MRC)
feature.
• Business Group: BG_
• Human Resources Organization: HR_
• Legal Entity: LE_
• Operating Unit: OU_
Fundamentals of System
Administration
Define New Application Login User
Assigning Responsibilities to Users
Tables for User and Responsibility
Assignment
• User
– FND_USER
• Responsibility Assignments to User
– FND_USER_RESP_GROUPS
Where FND stands for foundation. All the database
tables of System Administration, Application
object library, Alerts and Workflow modules start
with “FND_” prefix…
Importance of Responsibilities
Components of Responsibility
Components of Responsibility
(Defined)
• Datagroup : Data group: A data group specifies
the Oracle Application
• Menu : A menu specifies the forms that a
responsibility can display and the functions it
can access.
• Request Group : Collection of reports and
programs that can be submitted thru a
responsibility.
Define a New Responsibility
Function and Menu security
Function and Menu security
Use exclusion rules to configure a responsibility. You can exclude functions at any level.
• When you exclude a menu item from a responsibility, all menus and functions that are
nested in that menu are also excluded.
• When you exclude a function from a responsibility, all occurrences of that function
throughout the responsibility’s menu structure are excluded.
A “full access” responsibility with a menu that includes all the functions in an application is
predefined for each Oracle Applications product. Some applications may provide additional
predefined responsibilities that include a smaller set of functions (that is, fewer forms and
subfunctions).
As a System Administrator, you can restrict the functionality a responsibility provides by
defining rules to exclude specific functions or menus of functions. In fact, we recommend that
you use exclusion rules to customize a responsibility in preference to constructing a new menu
hierarchy for that responsibility.
For example, suppose you want to customize a responsibility to restrict the functionality of a
form included in that responsibility.
Profile Options
• Profile options control the behavior/access
levels for the different features and
functionalities available from the Oracle Ebusiness suite.
Profile option setting levels
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Site
Application
Responsibility
User
Profile Option Execution Hierarchy
Profile Option Tables
• Profile option definitions :
FND_PROFILE_OPTIONS
• Profile Option values :
FND_PROFILE_OPTION_VALUES
Request processing in Oracle Ebusiness Suite
• Tasks in Oracle E-business suite are broadly
categorized as online/immediate and
offline/background processing tasks.
• For all the Report and program requests
submitted thru the “Standard Request
Submission”, the execution is handled by the
background processing engine called “Concurrent
Manager”
• Concurrent manager handles/executes multiple
report/program processing requests by default in
a first come-first serve basis.
R12 Oracle Database Model
• Every Product/Module/Application uses a different schema. (GL for
General ledger, AR for Receivables, AP for Payables)
• Tables, Views and Sequences in the product specific schema.
• All code objects (triggers, packages, procedures, functions) owned
by Apps Schema.
• Public synonyms of tables, views and sequences of all the products
owned by Apps schema
• All the Front end responsibilities access the R12 database thru Apps
schema.
• Applsys schema holds the tables of Sysadmin, AOL, Alerts and
Workflow modules.
• Applsyspub schema tracks the Application user sessions from the
login time to the logout time.
• Every module/product has a two corresponding tablespaces one
user tablespace and another index tablespace.
• The password of Applsys and Apps schema must always be same,
else the important services/processes like Concurrent Managers etc
will not function.
Flexfields
• A flexfield is a “Flexible Field” which can
capture varying length of information
depending on the Organizations requirement.
• Types of Flexfields
– Key Flexfield
– Descriptive Flexfield
– Range Flexfield
Descriptive Flexfield
• Appears as short, unnamed text item in
majority of forms in Oracle EBS
responsibilities.
• By default, all the DFF items/fields would be
disabled.
• DFF is used to capture additional business
information that is unique to a business.
• All DFF’s are enabled in the AOL
Module/Application developer responsibility.
• All DFF’s are owned by AOL module.
• DFF are accessed as Pop-up windows.
Descriptive Flexfield
• DFF information is captured in ATTRIBUTE
Prefixed columns.
• Oracle EBS provides from a minimum of 7 to a
max of 45 attribute columns in majority of tables.
• DFF Implementation is optional.
• DFF data is not reported on the Standard reports
of Oracle EBS reports. Reports must be
customized to publish the output of DFF
information.
• New/Additional DFF’s can be registered with AOL
module.
• DFF information cannot be shared across forms
or modules.
Type of DFF Data
• Global Data Elements
• Context Sensitive Data
Enabling DFF
• Identify DFF to be enabled from any of the
functional responsibilities.
• Switch responsibility to Application developer
responsibility.
• Navigate to the Descriptive Segments form.
• Configure the required attributes.
• Freeze and compile the DFF
• Access the DFF from functional
responsibilities.
Tables for DFF
• FND_DESCRIPTIVE_FLEXS
• FND_DESCR_FLEX_COLUMN_USAGES
• FND_DESCR_FLEX_CONTEXTS
Registration of New DFF
• Create table “XX_<Table_name>” in any
application schema with Attribute category
and Attribute 1-n columns.
• Create public synonym for the
“XX_<Table_name>” table in APPS schema.
• Register the table with AOL using AD_DD
package and its procedures from the APPS
schema.
• Verify whether the table has been successfully
registered in AOL module.
• Register the DFF in AOL module.
Key Flexfields
• Key Flexfield appear as normal text items with
Labels/boilerplates in Oracle EBS forms.
• KFF implementation is mandatory. If a KFF is not
implemented, certain processes, features,
functionalities or set of integrations will not function
properly.
• KFF’s are also accessed as pop-up windows in the
Oracle EBS forms.
• KFF’s information is stored in SEGMENT prefixed
columns.
• All standard reports by default supports the reporting
of KFF data.
• New/Additional KFF’s can be registered with the AOL
module.
• KFF information is shared across Forms/Modules and
thru reports.
Important Key Flexfields by Module
• General Ledger - Accounting , Reporting
Attributes , GL Ledger
• Receivables – Sales tax , Territory etc ..
• Inventory – System Item, Item Catalog, Item
Category, Service Item, Stock Locators etc…
• HR – Job , Position, Grade, Competency etc…
• Assets – Category , Location , Asset Key
• In total 35 KFF’s are provided by the Oracle
EBS in R12.
Steps for KFF configuration
• Define value sets
• Define flexfield structure
– Define segments
– Assign value sets
– Freeze flexfield structure
– Compile the flexfield structure
• Define values for the value sets.
Tables for the KFF processing
• KFF def
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• KFF Structure :
• KFF segments :
FND_ID_FLEXS
fnd_id_flex_structures
fnd_id_flex_segments
Registration of New KFF
• Create table “XX_<Table_name>” in any
application schema with structure_id and
segment 1-n columns.
• Create public synonym for the
“XX_<Table_name>” table in APPS schema.
• Register the table with AOL using AD_DD
package and its procedures from the APPS
schema.
• Verify whether the table has been successfully
registered in AOL module.
• Register the KFF in AOL module.
Range Flexfield
• Range Flexfield is automatically implemented
once the corresponding KFF is implemented.
• Range based operations can be performed in
the reports and forms using the Range
flexfield, with the validation that higher range
values must be equal to or greater than lower
range of values.
Value Set
• Value set is “set of values”.
• A value set can be associated with DFF
attribute, KFF segment or a concurrent
program parameter.
• Components of a value set:
– Value set name
– Length/ Maximum Size
– Format/Data type
– Validation type
– Values
Value Set – Format/Data Types
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Char
Date
Number
Date Time
Time
Standard Date time
Standard Date
Supported Values for the Data/Format types
• CHAR
Numeric, Alphabetic,
Alpha Numeric values
• NUMBER
Numeric
• DATE/TIME Date and Time values
Value Set Validation Types
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Independent
Dependent
Table
Special
Pair
None
Translatable Independent
Translatable Dependent
Tables for Value sets
• FND_FLEX_VALUE_SETS (for value set
definitions)
• FND_FLEX_VALUES (stores the values for the
value sets)
Form Registration Process
• Design or Copy a .fmx file and rename it to 8
character filename.
• Register form executable with Application
Developer responsibility.
• Create/define form function based on the
form executable in Application developer
responsibility.
• Assign form function to a menu.
• Assign menu to a responsibility.
• Assign responsibility to a user.
Type of Functions
• Form Function
The complete form with all its items.
• Sub-Function
Every item in the form (button, field, check box,
radio options) can be separately registered as
Sub functions. Subfunctions can be secured thru
the function security feature in Oracle EBS.
Tables for the Forms Registration
Process
• FORM Executable Registration
– FND_FORM
• FORM Function
– FND_FORM_FUNCTIONS
• MENU
– FND_MENUS
– FND_MENU_ENTRIES
Forms Access in Oracle EBS
• USER  Responsibility  Menu  Form
Function  Form  Form Executable (.fmx
FILE)
Oracle EBS Table Registration Process
• Create table “XX_<Table_name>” in any
application schema
• Create public synonym for the
“XX_<Table_name>” table in APPS schema.
• Register the table with AOL using AD_DD
package and its procedures from the APPS
schema.
• Verify whether the table has been successfully
registered in AOL module.
Using AD_DD package
• Following tasks can be performed using AD_DD
package:
- Register table
- Register column
- Register primary key
- Delete column
- Delete table
- Update Primary key
- Delete primary key
• Only Tables and columns can be registered using
AD_DD package.
Database Objects to registered with
AOL
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Tables
Views
Sequences
Indexes