Transcript Why ERP?
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.