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Content


<Insert Picture Here>
Personalize Your
Demos
India AT
Ahmed Sayeed
Sr. Solution Consultant (INDIA AT)
Ranjeet Sharma
Technical Team Lead (INDIA AT)

• Introduction
• Application Personalization, Customization
• Approval Management Engine
• OM to Projects
• BI Publisher
• India AT Engagement Process
• Question & Answers
AGENDA
OAF
Forms

Workflow
WebADI

Reports
BI Publisher
OBIEE
ADF
Interfaces

APIs
Analyze Requirements
Architecting
Solutioning
Feedback
E-Business Suite Seibel Peoplesoft
JD
Edwards
Hyperion FUSION
Integration , Branding, Configuration, Workflows, eScript, Smart Scripts,EAI
Fusion Configuration and Integrations e.t.c
India AT Solutions and Value Additions
AME Objectives




• Provide a central business rules repository
• A common execution engine integrated with
Oracle Workflow
• Manage approvals for all business processes
delivered within the Oracle eBusiness Suite
• AME is a simple to use Rules Engine for
Defining Approval Policy
• Standardizing on one engine reduces costs for
customer as well as consulting since only one
set of skills required
• None or only minimal coding required to setup
rules
• AME is generic engine can be used where no
integration currently exist, even with non EBS
modules

Positioning AME
Who are using AME?
• A Wide range of Customers use AME for their Business and
make their business process easy with the AME features. Some
of the significant Customers that we Implemented AME are as
follows:






• And the list goes on and on...

A Customer Scenario and India AT
Solution

• Demonstrate how an authorized user can create a workflow
invoice approval process based on invoice amount. For
example, anything under $500 requires Supervisor approval
only, $500-$10,000 requires Manager and Supervisor
approval and anything over $10,000 requires Supervisor,
Manager and VP approval. All invoices over $25,000 must
also be approved by the President. Then ALL invoices,
regardless of dollar amount, require Sec.-Treasurer
approval of disbursement of funds.

Business Processes for Transactions
and Approvals
Create
Transactio
n
Manage
Approvals
and
Notifications
• Approve
• Reject
• Return
1
3
Submit for
Approval
2
Update
when
approved
4
India AT Solution offered..
Invoice amount is greater
than 500 and less than 10K
A Notification
has been sent to
Supervisor
A Next level Notification to Manager
User can enter
comments and
approve
Approval History

Feedback from Customers and SC
• I just went through the flow myself and it is
PERFECT. I really really appreciate the QUICK and
COMPLETE response!!! Your team comes through
once again!!!

Custom Sales Order to Project Billing
Integration
A Project Billing Extension
Objective
The Objectives of the Extension is to capture revenue transactions
that originated in Order Manager and import revenue transactions
into Project Accounting so that they show accrued against the
project revenue budget.

1.) Project and Task fields in the Sales order form will need to be
enabled. They are enabled only when Project Manufacturing is
installed, but Project Manufacturing will not be implemented.

2.) An extension will need to be created to capture Sales Order
Revenue transactions and import these transactions into Oracle
Projects so that the Project has accrued actual Revenue
transactions from the Sales Order.
Assumptions
1) Project Manufacturing will not be implemented and
so the Sales Order form will not have the Project and
Task fields enabled.

2) Projects will not used for billing. All invoice creation
will be done by Accounts Receivable Application as
per the usual transaction flow between Order
Management and Accounts Receivable
1.) Login as operations/welcome
2.) Nav->Order Management Super User->Quick Sales Order ( Form
Name : OEXOETEL)
3.) Enter Order Type = Standard
4.) Enter Ordered Item = TES5GTYPCX
5.) Under Main tab, enter Qty= 1
6.) Under Other tab, enter Project Number = ATZ (Project ID=2780)
NoTE: these fields need to be enabled as part of this extension.
7.) Complete Sales Order
8.) Switch Responsibility to Projects, Vision Operations
9.) Nav->Billing->Revenue Review (Form Name : PAXRVRVW)
10.) Enter ATZ in Project Number field
11.) Click Find
12.) View Revenue Lines from Sales Order
Business Flow
Customer
Order
Entry
Inventory
AR
Projects
Payables
Purchasing
Revenue
Invoice
Invoice
3
rd
Party
Inventory &
Warehouse
Channel
Mgmt
Customer ScanSource, Inc.
Opportunity
Details

Customer Profile:. ScanSource, Inc. (NASDAQ: SCSC) operates as a wholesale distributor
of specialty technology products, providing distribution sales and services to resellers in the
specialty technology markets, including automatic identification and data capture (AIDC) and
point-of-sale (POS) solutions through its ScanSource POS & Barcoding sales unit; voice,
video and converged communications equipment through its Catalyst Telecom and
ScanSource Communications sales units; and physical security solutions through its
ScanSource Security sales unit.

Key Business Requirements:
• To convert seeded oracle Statement Generator report to BI Publisher report



4 simple steps
Step 1 : Log a ticket on DSS
 Choose ticket type = “India AT Cust. Req” for all standard requests
 Assign DSS Environment to IDCAT.US
Step 2 : Document requirements in the ticket or via a template
 Requirement Specification Template on the IndiaAT website
contains the questions that help us build the request.
Step 3 : Ticket is assigned/managed by India AT team
• Ticket maintains audit trail of all the collaboration.
• For Integration requests, DSS and IndiaAT team do an “Advisory”
call together.
Step 4: Code Delivery
 Code deployed on DSS Environment
Engagement Process
Important Considerations
• Define ‘clear and complete’ requirements early

• Allow enough time to build
• Reports at least 2 days
• WF or complex configuration 3 to 4 days
• Integration requests can take longer duration

• Test as soon as you can

• Don’t make changes day before the demo
India AT Contacts
John Anto Onsite Contact
Based out of HQ
+1 650-607-8084
Satish Banavara India AT, EPM +91804029-2837
Rishikesh Bhalkikar PSFT, SEBL, JDE +91804029-2836
Ranjeet Sharma EBS +91804029-3447
Srivatsa Kashikar Fusion, Integration +91804029-2827
Q&A

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