Business FLows - Best Practice

Oracle Business Flows
Oracle Business Models: Demo Scenarios
Copyright Oracle Corporation, 2002. All rights reserved.
Oracle Business Flows: Demo Scenarios

Plan Source Make Market Sell Support
Concept to Release
Procure to Pay
Campaign to Lead
Lead to Order
Forecast to Plan
Demand to Build
Order to Cash
Contact to Resolution
Problem to Prevention Enterprise Management People to Paycheck
Inventory to Fulfillment
Contract to Renewal
Project to Profit
Accounting to Financial Reports
Supply Chain
CRM
Back Office Return
High Level Demo Scenarios: Concept to Release
Design to Release (Discrete)
Concept to Release Design
Concept to Release Proposal
Product Development and Maintenance (Process)
Flow Scenario Under Review
Return
High Level Demo Scenarios: Forecast to Plan (Discrete)
Forecast to Plan With Inventory Optimization
Forecast to Plan with Manufacturing Schedule
Forecast to Plan Generic
Return
High Level Demo Scenarios: Demand to Build
Demand to Build (Process)
Demand to Build (Discrete)
Product Planning (Process)
Manufacturing Execution (Discrete)
Production Execution (Process)
Return
High Level Demo Scenarios: Procure to Pay
Procure to Pay Main
Requisition to Pay (Process)
Analyze to Agreement
Requisition to Pay Indirect
Requisition to Pay Direct
Return
High Level Demo Scenarios: Problem to Prevention
Requirement to Asset
Subcontract to Pay
Asset to Maintenance Plan
Maintain to Improvement
Maintenance Plan to Schedule
Schedule to Maintain
Problem to Prevention
Return
High Level Demo Flow Scenarios: Campaign to Lead
Insight to Campaign Plan
Execute Campaign to Event
Execute Campaign to Telesales
Execute Campaign to Web
Execute Campaign to Email
Return
High Level Demo Flow Scenarios: Lead to Order
Shopping Cart to Contract
Opportunity to Order Contract
Lead to Opportunity
Click to Order Contract
Opportunity to Forecast to Management Rollup
Incentive to Payment
Return
High Level Demo Scenarios: Contact to Resolution
Inbound Call to Depot Repair Exchange
Service Request to Entitlement
Dispatch to Resolution
Service Entitlement to Resolution
Click to Resolution
Usage to Cash
Call to Resolution
Inbound Call to Depot Repair
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10
High Level Demo Scenarios: Contract to Renewal
Contract to Renewal
Author to Sign Service Contract
Author to Sign Sales Contract
Change or Terminate Contract
Expiring Contract to Renewal
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11
High Level Demo Scenarios: People to Paycheck
Assign to Schedule
Recruit to Hire
Compensate to Compete
Strategy to Change
Hire to Retire
Administer to Pay
Train to Retain
Learn to Develop
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12
High Level Demo Scenarios: Project to Profit

Opportunity to Project Management
Analysis to Project Closure
Budget to Bill
Budget to Assets
Plan to Project Delivery
Project Execution to Billing: Time and Expense
Project to Staffing
Staff to Project Delivery
Project Management
Proposal to Project Contract
Execution to Billing: Billing
Project Budget to Cost Management
Project Execution to Invoice/Asset
Managing Expenditure and Check Status
Plan to Project Budget
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High Level Demo Scenarios: Order to Cash
Order to Cash
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14
High Level Demo Scenarios: Accounting to Financial Reports
Assets to Disposal
Budgets to Approval
Treasury and Cash Management
Monthly Reporting / Accounting Transactions to Financial Reports
Operations to Period Close (Process)
Operations to Period Close (Discrete)
Property Creation to Lease Allocation
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Opportunity to Order/Contract
Assign Opportunity
SL7170
Work Opportunity
SL7192 SL 7172 MK0731
Assign Opportunity
Contact Lead
Manage Opportunity
Develop Marketing Collateral
Assign an opportunity to one of the potential actor and/or channel.
Capture Lead information as a result of Sales initiatives.
The process of contacting, updating all the opportunity information collected after this Sales contact
Convert Opportunity to Quote

SL7025 SL7027
Configure Items
SL7147
Product Availability
PF2036
Convert Opportunity To Quote

The process of converting an opportunity to a quote and to enter a Quote
Manage Quote
The process of managing the development of a quote: Confirm Customer Requirements, Configure, Check Availability, Price and Discount, Obtain Approvals, Present to Customer, Revise Quote.
Configure Solution
Check ATP
Calculate Available to Promise (ATP) for the customer order.
Cross-sell and Up-sell

SL7028 SL0783
Fulfillment Options
SL7030
Place Order
SL0788
Perform CrossSell UpSell
Present and Negotiate Quote
Determine Order Details
Convert Quote to Order
Flow Value Statement Demo Scripts
Visio Corporation Vision Corporation Sales Representative
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Business Flow Value Statement
What does it cover?

Automatic Assignment Execute Sales Plan Propose Offering Forecast Management
Who is affected?
Sales Teams Sales Management Customer
Modules Licensed
Sales Online Telesales Configurator iStore Quoting
Where is the ROI?

Increased Revenue Better Qualification Reduce Costs Higher Customer Satisfaction More Efficient Sales Cycles Improved Employee Satisfaction
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Demo Script
Which demo scripts map to this flow?

1. 2. Opportunity to Quote to Order Quote to Contract to Order - Order Created from Quote
Key Data
Script Combinations
What Instance Can I use?
11i8
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Click to Order/Contract
B2B or B2C Customer Login
CM7075
Add Items to Cart

CM7077 SL7148
Submit Order
CM7078
Initiate Purchase
Create Cart
Initiate Checkout
Place Web Order

Customer places order through web store application.
Customer enters web store to browse for and/or purchase products or services.
Customer Enters Orders in webstore, including selection of products, quantities, and shipping information.
The process of the customer initiating checkout, entering password, financial information and shipping information
Confirm Order/Authorize Payment

CM7184 CM7183
View Order
CM7086
Verify Credit Risk

Verify the risk of processing the transaction (using industry metrics & data compared to the customers credit history)
Authorize Credit Card Payment

Process the card to reserve the required amount of cash for the payment.
View Order Status and Details

Customer logs in to view the order status and details of products/order
Business World Customer
Vision Corporation Web Shop Manager
Email Agent Finance
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What does it cover?

B:C and B:B Customers Product Selection and Checkout Content maintenance Multi-currency Order Capture & Payment Target Customers with Speciality Stores Shopping Cart and Orders integrated with TeleSales and Order Management B2B speciality store self administration
Who is affected?
TeleSales Sales Mgt.
Modules Licensed
iStore Quoting Configurator
Where is the ROI?

Low Cost Sales Channel 24 x 7 availability Global reach and currency High Performance, Scalable, Reliable site Pre-Built Order Mgt/Financials Integration
Costs/Time/Effort
Return
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Demo Script

1. 2. Web Order to Authorization - 11.5.8 Click to Order - B2B
Key Data
Script Combinations
11i8
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Analyze Data
SL7194
Create Compensation Plan

SL7195 SL7196 SL7197
Assign Quotas
SL7198 SL7199
Analyze Sales Force Performance
Create Compensation Plan

Sales & non sales objectives Individual & group
Set Sales Quotas
Accept Quotas
This process of validating the Compensation plan and the Sales Quota(s)
Assign Quota(s) to Sales Force

This process of assigning the approved Quota to the Sales force
Manage Total Compensation Plan

This process of determining and revising the total compensation plan
Revise Compensation Plan

SL7200
Activate Plan
SL7201
Determine Compensation
SL7202 SL0789
Accept Compensation Plan
Activate Accepted Plan
Validate Compensation Payout

This process of validating the actual compensation payout to the Sales force
Calculate Commission
Via Sales Online (if implemented)
The process of calculating sales person commission based on plan and order information. Then the payment of the commission is processed.
Process Compensation
HR1319 HR3234 HR1242
Perform Payroll Calculation

The Gross to Net payroll calculation is successfully processed. Earning, Deductions, Taxes, and Employer liabilities are created.
Verify and Reconcile Payroll

Payroll Specialist reviews and validates payroll output to register totals. Hours, earnings, deductions taken and taxes withheld are verified.
Manage Payment Distribution

Checks and Deposit Advices are generated, printed and distributed. ACH files are created and sent to applicable banks for posting to accounts.
Vision Corporation Sales Manager VP of Sales Sales Representative Payroll Admin
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What does it cover?

Creating and Compensation Plans Applying Plans to Group of Employees Getting Plans Approved Paying to Plans Includes Non-financial Plans Simple and Complex Calculations Export to Payroll file (if non Oracle)
Who is affected?
Sales Teams Sales Mgt. Benefits and Payroll Admin Teams Incentive Compensation Sales Online (optional) Telesales (optional) Payroll (optional)
Modules Licensed

Where is the ROI?

Reduced admin costs Motivated Employees Influence behaviour More accurate plans Field sales teams not wasting time checking payments and plans Flexibility to change when needed
Costs/Time/Effort
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Demo Script

1. Campaign to Compensation
Key Data
Script Combinations
11i8
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Contract to Renewal
Create New Contract
SL7031 SL7166 SL0793
Contract Billing
CS7047 OF1049
Enter Service Contract

New service contract can be created form template, copied from an existing contract or entered manually. Contract can have service and usage lines
Review Contract for QA Compliance

QA will check if all contract elements are in line with company rules
Approve Contract
Workflow process will inform the contract manager of new and changed contracts
Create Charge Order

The accountant submits the new contract for billing and request invoicing.
Maintain Invoices
Contract Entitlement
CM7065 CS7042 CS7044
Service Charges
Verify Entitlement
Automatic Entitlement
Create Service Request

New Service Request generated
Resolve Service Request

Resolve Problem
CS7047
OF5882
Create Charge Order

Charge for NonCovered items/Labor
Present Customer Invoices

Process Invoices
Analyze Contracts
CS7167
Renew / Change / Terminate

CM7096 SL7033
Analyze Renewal Performance

Analyze Contract Revenue Analyze Renewal Rates
Renew Customer Contract

Create Opportunities Include in Pipeline Create Termination Settlement Process Termination Actions
Terminate Contract
Vision Corporation Contract Agent Contract Manager Service Agent Field Engineer Accountant
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Contract to Renewal
What does it cover?

Create Contract Approve Contract Activate Contract Contracts Entitlement Contract Delivery Contract Billing Contract Analysis Contract Renewal Contract Termination
Who is affected?
Contract Manager Administration Service Manager Sales Manager
Modules Licensed
Sales Contracts Service Contracts Accounts Receivables Service Intelligence
Where is the ROI?

Improved Billing Accuracy Reduced Contract Leakage Faster Time to Activation Reduction of Pricing Errors Reduced Headcount Easier Auditing Quicker Time to Market
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Contract to Renewal
Demo Script

1. 2. Service Contract - Renew and Consolidate Service Contracts Contract Expiration to Opportunity to Renewal
Key Data
Org = User = Responsibility = Supplier = Customer = Contact = Item =
Script Combinations
11i8
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Usage to Cash
Create Usage Contract
SL7031
Define Usage and Usage Pricing

CS0076 CS0078
Obtain Approval
CS7061
Enter Service Contract
Define Usage Type

Set Up Counters and Events Price Breaks
CS0077
Select Counter
Define Usage Pricing
Approve Contract Renewals

Apply Approval Hierarchy
SL0793
Approve Contract
Service Co tract Usag to Cash n e
Invoice
OF5882
Perform / Verify Reading

CS0079 CS0080
Bill Settlement
OF1049
Capture Counter Reading

Phone/Web
Settlement For Usage
Maintain Customer Invoices
Perform / Verify Reading

CS0079 CS0080
Invoice
Vision Corporation
OF5882
Contract Agent Contract Manager Accounting Clerk
Capture Counter Reading
Settlement For Usage
Verification Rules Field Service Engineer
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Usage to Cash
What does it cover?

Service Delivery based on Usage/Volumes Pricing and Discounting based on Usage/Volumes Billing Based on Usage/Volumes Enables Preventive Maintenance
Who is affected?
Sales Teams Contracts Managers Admin Teams Service Organization
Modules Licensed
Service Contracts Accounts Receivables
Where is the ROI?

Improved Billing Accuracy Improved Service Delivery Higher Customer satisfaction Higher Contract Revenue Less Administration
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Usage to Cash
Demo Script

1. Service Contract - Usage to Cash with Bill Settlement
Key Data
Script Combinations
11i8
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Call to Resolution
Customer Service Interaction Management
CS7036 CS7037 CS7041
Receive Service Contact
Validate Customer Records
Review Install Base
Customer Information Management

SL0769
Customer Service Administration

CS1411
Contract Management
SL0794
Maintain Customer Information
Maintain Customer Installed Based
Maintain Contract
CS7042
CS7039
CS7040
CS7044
Verify Entitlement
Enter Service Request
Identify Potential Solution
Identify Solution?
Yes
No
CS0842 CS7047
Customer Service Fulfillment

CS0801
Determine Service Interest
Create Charge Order
Escalate Service Request Ye s
No
Manage Service Request
CS7044 CS7043 OF1079
Escalate Service Request
Issue Return Material Authorization

CS7035
Roles Customer Service Representative Customer Service Manager
Maintain Knowledge Repository
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Call to Resolution
What does it cover?

Multi-channel , web and tele-support process integrated out of the box Intelligent assignment of call back request to agent or rep Track resolution and Escalate problems Gain customer insight through web survey online Check Contracts/Entitlement
Who is affected?
Service Manager Client Manager Complaints Handling Contracts Manager Customer i support Teleservice Advanced Inbound Scripting Service Contracts
Modules Licensed
Where is the ROI?

Reduce Customer Retention Reduce Cost Improve Customer Satisfaction Increase Service Revenue Delivery of the Right Service Increased Agent Efficiency Higher First Time Fix Rate
Also Installed, included

Customer Model
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Call to Resolution
Demo Script

1. 2. 3. Service Request to Resolution - Inbound Call to Dispatch Service Request to Resolution - Inbound Call to Dispatch (Internal Order) Service Request to Resolution - Inbound Call to Dispatch (Spares Requirement)
Key Data
Script Combinations
11i8
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Click to Resolution Self Service (SS)

CS7035
Maintain Knowledge Repository
Service Request to Resolution Dispatch
Service Request to Resolution Depot Repair
Collaborative Support Management

CM7066
CM7063
Yes New Issue?
Search Knowledge Repository Issue Resolved? No
CM7065
CM7081
Initiate Self-Support
CM7080
Create Service Request
Enter Repair Order
No
Participate in Forum
Yes
SL0769
CM7069
CM7082
Maintain Customer Information
Resolve Issue
Service Request to Resolution
CM7070
Service Request Resolution
Roles
Customer KM Administrator
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Value Statement
What does it cover?

Interactive pre integrated web self service and agent tele-service process Intelligent , interactive management of escalation requests Customer feedback process though web surveys Covers IBF , CRM 90 flows
Who is affected?
Customer Service Technical Service Consumer Complaints Customer
Modules Licenced
i support Teleservice Scripting Advanced Inbound Service Contracts
Where is the ROI?

24/7 Self service reduces cost of service delivery, freeing expensive agent time Improved customer retention through superior customer experience Online survey reduces cost of feedback collection and improves customer satisfaction Reduce Service costs for non critical SRs
Also Installed
Customer Model Baseline GL,AR,HR
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Demo Script

1. 2. Service Request to Resolution - Solution Authoring to Self Service Resolution Service Request to Resolution - Self Service to Dispatch
Key Data
Script Combinations
11i8
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CS7036 CS7037 CS7041 CS7039 CS7040 CS7042
Review Install Base
Verify Entitlement
Depot Repair Management

CS7053
Customer Returns
OF1079
Receiving and Inspection

MM1138

CS1411
Contract Management
SL0794
Enter Repair Order
Issue Returned Material Authorizations
Receive Material Customer
Maintain Customer Installed Base
Maintain Contract
Product Repairable?
No
Yes
Customer Service Fulfilment

CS7052 CS7047
Manage Repair WIP Jobs
Create Charge Order
Shipping
MM1090 MM1149

CS1411
Accounts Receivable
OF1027
Pick Material
CS7056
Ship Material
Generate Customer Invoices from Sales Orders
Close Repair Order

CS7044
Roles
Accounts Receivable Clerk Technician Customer Service Representative Warehouse Clerk
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What does it cover?

Process of Service Request Check of Contract Entitlement Process of Return Inspection and Estimates Repair Process Shipping Process Invoicing Process
Who is affected?
Customer Service Technical Service Contract Manager Customer Teleservice Advanced Inbound Scripting Service Contracts
Modules Licensed
Where is the ROI?

Increased Revenue Reduced Costs Improves Repair Process Shorter Time to Fix Higher Customer Satisfaction

Customer Model, WIP, BOM, INV, OM
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Demo Script

1. 2. Service Request to Resolution - Processing Repair and Return - Task Mode Service Request to Resolution - Processing Repair and Return - WIP Mode
Key Data
Org = Vision Operations (USA) User = EBUSINESS/WELCOME (Forms), DDIER/WELCOME (JSP) Responsibility = Depot Repair Super User Supplier = N/A Customer = Business World with A/C #1608 Contact = Beaulie, Andre MR Item = AS66629 Warehouse = M1
Script Combinations
11i8
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CS7036 CS7037 CS7041 CS7039 CS7042 CS7040
Review Install Base
Verify Entitlement
Depot Repair Management

CS7053

OF1079
Shipping
MM1090 MM1149

CS1411
Enter Repair Order
Issue Return Material Authorization
Pick Material
Ship Material
Accounts Receivable
OF1027
Customer Returns
OF1079

MM1138

CS1411
Generate Customer Invoices From Sales Orders
Issue Returned Material Authorization
Receive Material Customer
CS7056
Close Repair Order

CS7044
Roles
Accounts Receivable Clerk Customer Service Representative Warehouse Clerk
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Value Statement
What does it cover?

Process of Service Request Check of Contract Entitlement Process of Return Inspection and Estimates Repair Process Shipping Process Invoicing Process
Who is affected?
Customer Service Technical Service Contract Manager Customer Teleservice Advanced Inbound Scripting Service Contracts
Modules Licensed
Where is the ROI?

Increased Revenue Reduced Costs Improves Repair Process Shorter Time to Fix Higher Customer Satisfaction

Customer Model, WIP, BOM, INV
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Demo Script

1. Service Request to Resolution - Advance Exchange of product using Depot Repair
Key Data
Script Combinations
11i8
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CS7036 CS7037 CS7041 CS7039 CS7042 CS7040
Review Install Base
Verify Entitlement

CS0801 CS0803 CS7045 CS7044
Manage Service Request
Manage Service Schedules
Perform Field Visit
Spares Management
CS7049
Manage Parts Inventory

CS7048 CS7050 CS7051
CS7047
CS7046
CS1411
Create Charge Order
Perform Debrief
Identify Parts Requirements
Enter Parts Order
Receive Spare Parts
Roles Customer Service Representative
Accounts Receivable
OF1027
Field Service Dispatcher Field Engineer Accounts Receivable Clerk Planner
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What does it cover?

Process of Service Request Check of Contract Entitlement Assignment of Resources Planning Field Visit Debrief Closing of Field Service Request Manual/Automatic Stock Replenishment
Who is affected?
Customer Planning Contract Manager Service Manager / Engineer
Where is the ROI?

Increased Revenue/Reduced Costs Improves Field Service Process Shorter Time to Fix Higher Customer / Employee Satisfaction Less obsolete stock, more accurate stock levels Higher Engineer Efficiency
Modules Licensed
Teleservice Advanced Inbound Service Contracts Field Service (mobile) Scheduling Spares Management
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Demo Script

1. 2. 3. Service Request to Resolution - Inbound Call to Dispatch Service Request to Resolution - Inbound Call to Dispatch (Internal Order) Service Request to Resolution - Inbound Call to Dispatch (Spares Requirement)
Key Data
Script Combinations
11i8
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Forecast to Plan with Manufacturing Scheduling (1of 2)

Forecasting & Demand Management
PF2004 PF1967 PF2011 PF2021 PF2005
Establish Forecast & Demand Management Policies

Establish Forecast rules, methods, demand management policies, reporting mechanisms, etc.
Collect Forecast Data

Collect Historical Sales and Shipments Data to use for statistical forecasts.
Generate Sales Forecast

Generate statistical forecast based on sales and shipment history.
Achieve Consensus Forecast

Review forecasts on a regular basis and revise as needed.
Consume Forecast
Define forecast consumption policies and consume forecasts.
Production Planning
PF2029 PF2031 PF2037 PF2038
Identify Plan Type

Specify DRP, MPS, or MRP Plan Types and how they will inter-relate
Define Planning Options

Define Planning Options for each plan type, including constraint types and aggregation levels
Collect Planning Data

Collect planning data from the transaction system
Run Production Plan

Launch Production Plan
Production Planning
PF2039 PF3002 PF3003 PF3004 PF3005
Analyze Plan, KPIs and Exceptions

Analyze Plan, KPIs, exception messages and counts prior to releasing orders from the plan
Adjust Plan
Simulate with Revised Constraints

Run the plan in simulation mode with revised constraints to model potential solutions to limitations.
Collaborate on Revised Constraints

Collaborate with internal and external parties to agree on revised constraints.
Implement Revised Constraints

Implement the revised constraints based on the collaboration results.
Go to 2/2
Roles Planning Mgr Demand Mgr. Demand Planner Production Planner
Make manual adjustments to the plan based on plan review and new information
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Forecast to Plan with Manufacturing Scheduling (2 of 2)

Production Activity Control
PF0025 PF1161
Shop Floor Scheduling

OP0681 OP0683 OP1164 OP1162
Release Procurement Schedule

The Planner releases a list of Items requiring procurement.
Release Production Schedule

The Planner releases the Production Schedule
Manage Labor Requirements

The scheduler manages and adjusts the labor schedules and reviews allocations to various work centers.
Manage Machine & Other Plant Requirements

Manage the availability of machinery and equipment to meet the production schedule.
Schedule Shop Floor

ANALYZE SHOP FLOOR SCHEDULE The scheduler reviews the exceptions generated during the scheduling of the Shop Floor.
Identify Shortages
ADJUST SHOP FLOOR SCHEDULE The scheduler identifies shop floor requirements that can be adjusted and Capacity constraints that can be adjusted
Shop Floor Scheduling

OP1164 OP1164
Schedule Shop Floor

SIMULATE SHOP FLOOR PLAN The scheduler modifies Discrete requirements and Capacity Constraints and simulates a reschedule of the Shop Floor. This is an iterative process until the scheduler finds a Plan that is acceptable.
Schedule Shop Floor

IMPLEMENT REVISED SHOP FLOOR PLAN Once the scheduler has simulated a Shop Floor Plan that is acceptable, the scheduler implements the revised Requirements, Constraints and Schedule.
Roles Planner Production Scheduler
Material Manager Plant Personnel
Go to 1/2
Quality Manager
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Forecast to Plan with Manufacturing Scheduling
Value Statement
What does it cover?

Demand Planning Constrained based Planning Planning Simulations KPIs and Exceptions Shop floor optimisation Reaction to short term production issues
Who is affected?
Planning Department Purchasing Department Sales and Marketing Dept Production Department
Modules Licensed
Demand Planner ASCP with Optimisation Discrete Manufacturing Manufacturing Scheduler
Where is the ROI?

Lower Costs Increase internal visibility Maximise Production Efficiency Reduce stock outs and capacity shortages Increase throughput of production
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Forecast to Plan with Manufacturing Scheduling
Demo Script
Key Data
Org = M1 User = MFG/welcome Responsibility = Manufacturing and Distribution Manager Supplier = NA Customer = NA Contact = NA Item = AS54888, AS62444, CM66321 Oracle Business Models: Demo Scenarios
Script Combinations
11i8
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Forecast to Plan with Inventory Optimization

Forecasting & Demand Management
PF1967 PF2011 PF2021 PF2005
Sales & Operations Planning

PF2028

Collect historical sales and demand data from all relevant sources and translate into compatible format.

Generate statistical forecasts based on demand history.

Consume Forecast
Manage Production Forecast

The corporate S&OP process which reconciles demand and production plans, typically monthly.
Define forecast consumption policies and consume forecasts.
Inventory Planning
PF1962 PF1963 PF1966 PF1960
Production Planning
PF2037 PF2038
Collect Supply Variability Data

Collect historical supplier performance data from all relevant sources and translate into compatible format for supplier variability.
Collect Demand Variability Data

Collect demand data including forecast confidence levels from all relevant sources.
Generate Item Safety Stock Levels

Calculate Optimized Item Safety Stock levels. Calculate Optimized locations for safety stocks (postponement strategy).
Establish Inventory Planning Policies

Update Inventory Planning Policies based on Safety Stock optimization, by item, quantity and location.
Collect Planning Data

Collect planning data from the transaction system
Run Production Plan

Launch Production Plan or Plans on a regular basis.
Production Planning
PF2039 PF3002 PF3003 PF3005 PF2040 PF3001

Analyze Plan, KPIs, exception messages and counts prior to releasing orders from the plan. Make adjustments based on plan review and new information.
Adjust Plan


Release Schedule
Release the production schedule to work areas and procurement.
Manage Direct Non-MRP Material Replenishment

Plan non-MRP planned materials using Kanban planning, MinMax Planning, Reorder Point, cycle counts, etc.
Roles
Demand Planner Production Planner Inventory Planner Copyright Oracle Corporation, 2002. All rights reserved.
Planning Mgr Demand Mgr
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Value Statement
What does it cover?

Demand Planning Inventory Optimisation with postponement Constrained based Planning Planning Simulations KPIs and Exceptions
Who is affected?
Planning Department Purchasing Department Sales and Marketing Dept Production Department
Modules Licensed
Demand Planner Inventory Optimisation ASCP with Optimisation
Where is the ROI?

Lower stock Costs Maximise Customer Service Levels Optimise stock holdings Maximise Production Efficiency Reduce stock outs and capacity shortages
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Demo Script
Key Data
Org = M1 User = MFG/welcome Responsibility = Manufacturing and Distribution Manager Supplier = NA Customer = NA Contact = NA Item = AS62444/5, CM66312/3, CM66321/2/3, AS54888 Oracle Business Models: Demo Scenarios
Script Combinations
11i8
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Manufacturing Execution (Discrete) (1 of 2)

PF0025 PF1161
Release Procurement Schedule

The Planner releases a list of Items requiring procurement.

The Planner releases the Production Schedule
Bar-Code Mobile Device

Scan Items for Recording to Confirm - Completed To various points in production
Shop Floor Execution

OP0679 OP1165 OP0685 OP1210 OP1949 OP1167
Issue Work Orders for Manufacture

The Plant Manager issues Work Orders to shop floor for manufacture.
Expedite Materials
Identify component shortages Determine availability of substitutes, or jobs issued material which can be borrowed
Issue Material to Work Order

Pick material and issue to work order for assembly.
Execute & Record Operations Activity

Plant personnel manufacture/ assemble, and record manufacturing operations.
Execute & Record Outside Operations Activity

Plant personnel complete and record outside processing moves and receipts to discrete jobs
Record Completions
Plant personnel complete and record discrete job work orders

OP0678 OP1214 OP1213 OP1211
Inspect Goods
Review goods to ensure they meet quality requirements
Reject Discrepant Components

Inspect components & reject those which do not meet quality requirements.
Reject Discrepant Assemblies

Reject assemblies which do not meet quality requirements and record transaction Move material to MRB, if required
Move Completed Assemblies To Stock
Vision Corporation Planner Production Scheduler
Move completed assemblies to stock for future use, or to inspection to ensure adequate quality.
Material Manager Plant Personnel Quality Manager
2/2
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Manufacturing Execution (Discrete) (2 of 2)

OP1781 OP1168 OP1785 OP1211 OP1770
Record Material Production

Report Good and bad quantity.
Perform Rework
Record Resource Usage

Actual labor activities and time are charged to the WIP order.
Move Completed Assemblies to Stock

Store Finished Goods produced from WIP Orders into Storage Areas.
Complete Production Order

The Material Manager completes the WIP orders.
Rework product if necessary.
Bar-Code Mobile Device Quality Control

OP1834 OP1835 OP1836
Scan Items for Recording to Confirm - Completed
Create Quality Samples

Plant personnel Creates a sample for inspection.
Maintain Quality Results

Quality personnel tests and enters Assay results.
Manage Production - Quality Approval Process

Quality personnel notify production of results.
To various points in production

Roles Planner Production Scheduler Material Manager
1/2
Plant Personnel Quality Manager
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Manufacturing Execution
What does it cover?
Who is affected?
Where is the ROI?
Modules Licensed
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Manufacturing Execution (Discrete)
Demo Script

1. Demand to Build - Manufacturing Execution
Key Data
Script Combinations
N/A
11i8
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Operations to Period Close

Product Costing
FM0517 FM0521 FM0522 FM0520
Period Close Management

FM1805
Define Costing Methods

Define Costing Methods and assign to Items. Define cost elements.
Manage Actual Product Cost Definition

For purchased Items set Standard Costs
Manage Standard Product Cost Definition

For Assembly Items Rollup Item Costs
Review Cost Information

Confirm and review standard costs and standard cost adjustments
Perform WIP Period Close

Enter all remaining WIP transactions for period. Close WIP jobs Close WIP for the Period
Vision Corporation Cost Accountant Accounting Manager
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What does it cover?
Who is affected?
Where is the ROI?
Modules Licensed
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Demo Script

1. Operations to Period Close (Process)
Key Data
Script Combinations
N/A
11i8
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Product Development & Maintenance
PD1831 PD1829 PD1830 PD1849 PD0647 PD1752
Update Item
Maintain Formulae
Maintain Routing
Maintain Recipe
Estimate Product Costs

The Cost Accountant develops a cost estimate using material and resource costs.
Release to Production
The Formulator and Quality Engineer approves the formula/recipe for production use.
Formulator defines New Product (for experimental item).
The Formulator creates a list of components to be used in manufacturing the item.
The Process Engineer develops the processes to be used in manufacturing, including resources for the item.
The process of creating and maintaining recipes linking the formula and routing with organization specific overrides where necessary is done.
Quality Control
PD1833
Regulatory Management
PD1847
Maintain Product Specifications

The Process Engineer creates quality test specifications for the item warehouse / location / lot / sublot, customer or supplier
Maintain Regulatory Information
The Process Engineer enters the regulatory information for the item.
Product Costing
Third Party LIMS System
FM1804 FM1804 FM0520

For purchased Items set Standard Costs.

For Produced Items, define manufactured item, formula, ingredient, and resource costs.

Rollup Item Costs. Review and confirm standard costs.
Role s Process Engineer Formulator
Cost Accountant
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Value Statement
What does it cover?
Who is affected?
Where is the ROI?
Modules Licensed
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Demo Script
Key Data
Script Combinations
N/A
11i8
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Production Planning (Process)

Forecasting and Demand Management
PF2004 PF1766 PF2014 PF1771
Establish Forecast & Demand Management Policies

Establish Demand management Policies such as Customer Service, Safety Stock, Performance Metrics.
Manage Forecast
Review and Revise Forecast

. A Planner modifies the forecast as required based on input from various Company sources (Sales, Mfg., ). .
Generate MPS
A Planner enters detail forecast.
A Planner defines rules for making planning calculations. A Planner develops schedules for make to stock manufacturing.
Production Planning
PF1764 PF1852 PF2039 PF2040
Generate Review Error MRP Messages

The Planner reviews the error messages.
Release Schedule
The Planner generates the MRP Run. The Planner approves the forecast run.
The Planner approves the forecast run.
Roles Demand Planner Production Planner
Material Manager
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What does it cover?
Who is affected?
Where is the ROI?
Modules Licensed
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Demo Script

1. Production Planning (Process)
Key Data
Script Combinations
N/A
11i8
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Production Execution (Process) (1 of 2)

PF2040 PF1169 OP1776 PF1761
Release Schedule
Release production schedule for labour and machine planning.
Control Production Activity

Define Operating levels.
Create Production Orders

Display FPOs listing item or formula, desired production, quantity, and planned start and completion dates.
Manage Firm Planned Orders

View FPO ingredient requirements before executing the order.
Process Operation Control Execution

OP0081 OP1778 OP1779 OP1777 OP1780
Third Party SCADA/PLC System

Manage Production Order
Releases to Production a Batch to be produced.
Create Production Batches

The Plant Manager issues Batch Orders to the production floor for manufacture. This covers the FPO.
Allocate Material
Identify Shortages
Record Consumption of Component Material

Plant personnel manufacture and record manufacturing operations.
The process of allocating raw material and packaging material to production.
Identify component shortages. Determine availability of substitutes.
Quality Control
OP1834 OP1835 OP1836

Plant personnel Creates a sample for inspection.
Maintain Quality Results

Quality personnel tests and enters Assay results.
Manage Production Quality Approval Process

Quality personnel notify production of results.
Go To2/2
Third Party LIMS System

Roles Production Scheduler Material Manager Plant Personnel Quality Manager
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Production Execution (Process) (2 of 2)
(POC)-Shop Floor Execution

OP1781 OP1168 OP1785 MM1819 OP1770
Perform Rework

Actual labor activities and time are charged to the batch.
Conduct Stock to Stock Transfers

Store Finished Goods produced from Production Batches into Storage Areas.

The Material Manager completes the production batch.
Go To 1/2
Report Good and bad quantity.
Rework product if necessary.
Roles
Material Manager Plant Personnel
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What does it cover?
Who is affected?
Where is the ROI?
Modules Licensed
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Demo Script

1. Production Execution (Process)
Key Data
Script Combinations
N/A
11i8
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Supplier Management
PR1005
Requisitions
PR1180 PR1181
Purchase Orders
PR1182 PR0129
Maintain Suppliers
Manage Requisitions
Select Suppliers
Issue a Purchase Order

The buyer creates a purchase order for the selected supplier.
Authorize Purchase Orders

The purchase manager approves the purchase order. The purchase order is sent to the supplier.
Enter and Manage Supplier Information
Manage and review automatically or manually created requisitions for completeness, approvals, etc.
Select Suppliers for requisitions

MM1135 MM1136 MM1188
Quality Management
Inspect Received Material
If required, inspect material before moving to inventory. MM1139 MM1810
Accept or Reject Deliveries

Accept or reject materials at the receiving dock.
Receive Material Supplier

Receive materials from suppliers, either into inventory or into an inspection area.
Impound Material
Manage Material Review Board (MRB) Activity

Manage the disposition of impounded material.
If Material fails inspection, impound material.
Third Party LIMS System Roles

Accounts Payable Clerk Payables Manager Purchase Agent Purchase Manager Receiving Clerk Inspector
Inventory Management
MM0406
Supplier Invoices
PR1010
Accounts Payable
PR1022
Put Away Material
Manage Supplier Invoices

The AP clerk matches the invoice against the PO and/or receipt. The invoice is approved for payment.
Issue Supplier Payments

The invoice is approved by the payables manager. The payment is sent to the supplier.
Move the material to the warehouse. Links to WMS
Inventory Clerk
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What does it cover?
Who is affected?
Where is the ROI?
Modules Licensed
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Demo Script

1. Requisition to Pay (Process)
Key Data
Script Combinations
N/A
11i8
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Order to Cash (1 of 2)
Enter and Configure Order
OF0065 OF0052
ATP Check, Reserve

PF2036
Book Order
OF1069
Plan Shipment
OF1071
Enter Orders (Collaboration)

Any channel XML, EDI, iStore Phone etc Single source!!!
Specify and Configure Order

Options Exclusivity Guided Buying Guided Selling
Check ATP
Check ATP Schedule Order Reserve stock Cust. feedback
Manage Customer Orders

Credit check Firm order Demand created
Schedule Sales Order Ship Date

Optimisation Grouping rules Carrier choice
Auto
Release Order for Picking

MM1090
Ship Confirm
MM1149
Carrier Pick Up
MM0398
Returns
OF1079
Pick Material
Pick Slip Mobile Devices Pick/Pack rules
Ship Material
Bill of Lading Packing Slip Custom doc. Confirms Shipment
Schedule Carrier

Manage returns Approve RMA
Carrier Notification ASN to buyer
Auto
Auto
Invoice Customer
OF1027
Collect Cash
OF1032
Go To2/2

Auto created Freight Charge Credit Notes
Apply Customer Receipts Cash Applications
Vision Corporation Order Department
Workflow Managed
Receive Cash See full Fin Apps Flow!
Shipment Department Customer
Auto
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Order to Cash ( 2 of 2)
Check ATP
PF2036
Schedule Order
OF1071
Reserve Stock
MM1090
Go To 1/2
Check ATP
+ On-hand + Production + Receipts Demand
Schedule Sales Order Ship Date

Best Warehouse Set Ship Date Set Arrival Date Best Date
Pick Material
Move Order Line Detailing
Auto
Auto
Auto
Vision Corporation Order Department Shipment Department Customer Flow Value Statement Demo Scripts
Workflow Managed Auto

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Order to Cash
What does it cover?

Capturing the Sales Order from any channel Scheduling the order Integrating with Manufacturing and Distribution for Capacity constraints Configuring the order Planning and executing shipments Collecting cash
Who is affected?
Sales staff Manufacturing staff Shipping staff Warehouse staff Carriers
Modules Licensed
Order Management Accounts Receivables Optional:
Advanced Pricing Global ATP - APS Oracle Configurator Release Management Warehouse Management CRM Sales Modules
Where is the ROI?

Automation Reducing the capital tied up in the Supply Chain Creating a better buying experience for the customer
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Order to Cash
Demo Script

1. 2. 3. 4. Order to Cash - Complex Outbound Flow for Multi-Order Shipping Order to Cash - Global Order Promising Order to Cash Order to Cash - with RMA
Key Data
Org = specific for each script User = specific for each script Responsibility = specific for each script Supplier = NA Customer = SmartBuy Contact = NA Item = specific for each script
Script Combinations
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Procure to Pay Main Flow

Analysis to Award
PR0131 PR0152 PR0132 PR0134
Analyze Sourcing Requirements
Provide Specification & RFQ

Publish RFQ / Auction Place bids Monitor Sourcing event
Evaluate & Award Negotiations
Evaluate Supplier Contract Performance
Periodical Contract Review Create / Change Sourcing Strategy Create Sourcing Document
Optimize decision Award Create Contract or PO
Requisition to Pay
PR1180 CM5513 PR1935 PR1010 PR5889 PR1022
Manage Requisition
Publish Order Visibility Data

Query PO Confirm PO Create ASN
Receive Non Production Goods & Services

Receive item

Create / receive Invoice
Approve Supplier Invoice

Approve Invoice
Issue Supplier Payment

Enter Payment
Enter Requisition / Generate Demand Approve requisition Release Requisition
Manage Suppliers
Vision Corporation
PR1185
Analyze Quality Performance

The supplier performance is reviewed by defects, delivery exceptions, price, volume and amounts
Warehouse staff or Requisitioner Purchasing staff Accounts Payable Supplier
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What does it cover?

Management of PO including
Autocreation of Requisitions based on Demand Auto-Approval Autocreation of PO Receiving
Who is affected?
Warehouse staff Purchasing Staff Accounts Payable Staff Suppliers
Manage Invoice and Payment Supplier Collaboration Intelligence (Purchasing History and Supplier Performance)
Modules Licensed
iProcurement iSupplier Portal Purchasing Intelligence Purchasing Accounts Payable
Where is the ROI?

Automation Shorten cycle time Focus on Supplier Relationship Mgt
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Demo Script

1. 2. Procure to Pay - Procure to Pay Main Flow Auctions Procure to Pay - Procure to Pay Main Flow RFQ
Key Data
Org = specific for each script User = specific for each script Responsibility = specific for each script Supplier = specific for each script Customer = NA Contact = NA Item = specific for each script
Script Combinations
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Requisition to Pay - Direct

Manage Requisition
PR1180 PR0128 PR1182
Manage Requisitions
Authorize Requisitions
Auto
Fully automated Hands-free generation of requisitions Automatic sourcing
Auto
Automatic approval
Auto
Auto-create and release purchase order against blanket order no manual intervention
Receiving
MM1136
Manage Payment
PR1931 PR5889 PR1022
Manage Suppliers
PR1185

Requestor confirms receipt
Manage Evaluated Receipts

The invoice is approved and matched against PO
Issue Supplier Payment

Auto
The invoice is created automatically Find and view invoice
Auto
Vision Corporation Warehouse staff Purchasing staff Accounts Payable
Supplier
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What does it cover?

Management of PO including
Autocreation of Requisitions based on Demand Auto-Approval Autocreation of PO Receiving
Who is affected?
Warehouse staff Purchasing Staff Accounts Payable Staff Suppliers
Modules Licensed
iProcurement iSupplier Portal Purchasing Intelligence Purchasing Accounts Payable
Where is the ROI?

Automation Shorten cycle time Focus on Supplier Relationship Mgt
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Demo Script

1. Procure to Pay - Requisition to Pay Direct
Key Data
Org = specific for each script User = specific for each script Responsibility = specific for each script Supplier = specific for each script Customer = NA Contact = NA Item = specific for each script
Script Combinations
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Requisition to Pay - Indirect

Manage Requisition
PR1180 PR0128 PR1182
Receiving
PR1935
Manage Requisitions
Receive Non-Production Goods and Services
Auto
Requestor confirms receipt
Search for item to buy Add item to shopping cart Check out and submit requisition
Search for requisition Requisition is approved automatically due to submitters authority
Auto-release against blanket order no manual intervention
Manage Payment
PR1931 PR5889 PR1022
Manage Suppliers
The invoice is approved
PR1185
Manage Evaluated Receipts
Issue Supplier Payments
Auto
The invoice is created automatically Find and view invoice
Auto

Vision Corporation Supervisor Requisitioner
Purchasing staff Accounts Payable
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What does it cover?

Manage Requisition including
Catalog Search Approval PO creation Receiving
Who is affected?
Requisitioner Supervisor Purchasing Staff Accounts Payable Staff Suppliers
Modules Licensed Where is the ROI?

Automation Shorten cycle time Eliminate maverick buying Focus on Supplier Relationship Mgt iProcurement iSupplier Portal Purchasing Intelligence Purchasing Accounts Payable
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Demo Script

1. Procure to Pay - Requisition to Pay Indirect
Key Data
Org = V1 User = operations/welcome corpexp/welcome grainger/welcome supplier/welcome Responsibility = Payables Vision Operations (USA), General Ledger Vision Operations Supplier = multiple Customer = NA Contact = NA Item = multiple
Script Combinations
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Assets to Disposal
Requisitions
PR1180
Purchase Orders
PR1182

MM1136
Supplier Invoices
MM1753
PR1010
Manage Requisitions


Inspect Goods

The AP Clerk receives an invoice. The invoice is matched against PO. The invoice is approved for payment.
Inspect material in the inspection area. Reject any materials that do not meet product quality plan standards
Fixed Asset Management Create Asset

PR1906 FM1102
Fixed Asset Management - Use asset

FM1108 FM1103
Transfer Asset Invoices to FA Dept

Any asset related invoices (invoices coded to the asset clearing account are interfaced to Assets department for processing
Maintain Fixed Asset

The asset is added to inventory as capital or CIP.
Manage Fixed Assets Inventory

Asset Inventory reports are run and verified with actual Inventory.
Transfer Fixed Assets

Assets can be moved to new locations and/or (account) assignments.
AM7518 Execute Asset Tasks Enter maintenance operation Notify requestor that operation is complete Charge back costs
Period Close
FM0480 FM1914
Financial Reporting
FM1104 FM1940
Vision Corporation Employee Buyer AP Clerk
Calculate Asset Depreciation

Depreciation Expense is calculated and Accumulated Depreciation is updated for every capitalized asset in the Corporate Book.
Perform Fixed Assets Period Close

Activities required to close Fixed Assets and send transactions to GL.
Manage Fixed Asset Loss/Disposal

Company owned assets are disposed. The asset is retired. Proceeds of sale, cost of removal and any gains or losses are recorded.
Generate Internal Reports

Internal financial reports are generated, distributed and reviewed.
Asset Accountant General Acctg Manager Repair technician
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Assets to Disposal
What does it cover?

Asset purchase Asset receipt and invoice matching Asset registration and assignment in asset register Asset depreciation Asset disposal Asset inventory Asset maintenance
Who is affected?
Employees using assets Accounts Payables clerks Asset accountants CFO Maintenance technicians
Modules Licensed
Fixed Assets Accounts Payables General Ledger I-Procurement Enterprise Asset Management
Where is the ROI?

Reduce workload for adding new assets Ability to track your assets more accurately
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Assets to Disposal
Demo Script

1. Assets to Property Lifecycle - Assets to Disposal
Key Data
Org = Vision Operations, Seattle Maintenance User = OPERATIONS Responsibilities = iProcurement Purchasing, Vision Operations (USA)
Script Combinations
N/A
Payables, Vision Operations, (USA) Assets, Vision Operations, (USA) General Ledger, Vision Operations (USA) Enterprise Asset Management Self Service Maintenance
Supplier = GE Capital
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Treasury and Cash Management - Monitor Account Balances
FM1908 FM1905 FM1910
Treasury and Cash Management - Maintain Account Balances

FM0547
Record Bank Statements

Upload and import Bank statements using seeded formats
Reconcile Bank Balances to GL

Automatically or manually reconcile the bank statements
Reconcile Bank Statements to Transactions

Finalize reconciliation
Review Bank Balances

Review bank account balances for deficits/ surplus funds
FM0565
Invest Long Term Cash

Transfer funds to net off deficit and surplus balances
Customer Order
Treasury and Cash Management - Eliminate Currency Exposure

FM1911 FM0559 FM0527 FM0559
OF0065
Enter Order
i-Store: Large value sales order placed in JPY
Manage Cash Forecasts

Check currency position Treasurer checks JPY position in 3 months time
Review Projected Cash Position

Drill Down to Customer Order Includes a receipt for 100,000,000 JPY due in 90 days
Perform Investment Procedures

Treasurer sells forward 100,000,000 JPY against Euro

Confirm exposure is eliminated Treasurer checks JPY position in 3 months time
Raise Sales Invoice

OF1027
Treasury and Cash Management - Balance Currencies

FM0559 FM0527
Treasury/Cash Mgmt - Confirm

FM0527
Vision Corporation Customer Treasurer Clerk

Invoice is raised and sent in USD instead of JPY as planned

Check currency position Both USD and JPY positions reviewed

Enter a Currency swap, USD against JPY

Treasury Clerk sends confirmation letter for transaction
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What does it cover?

Query bank account balances Eliminate overdraft by transferring funds Upload bank statements and reconcile Confirm the overdraft has been covered Customer enters order on i-Store in Euro Invoice sent in GBP not Euro Drill down to customer order to establish potential Euro receipt in 75days Sells forward Euro V. USD and confirm Currency swap entered GBP V. Euro
Who is affected?
Customer Receivables Clerk Treasury Clerk Treasurer
Modules Licensed
Cash Management Treasury iStore Accounts Receivable
Where is the ROI?

Reduction in FX, interest and bank charges Setting up InHouse Banking/SSC Accelerated responses to market changes
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Demo Script

1. Financial Planning to Reports - Treasury: Cash Management
Key Data
Org = Vision Operations Users = SYSADMIN,TPCONNOR, OPERATIONS, DLYON Responsibilities = Payables, Vision Operations (USA) Receivables, Vision Operations (USA) General Ledger, Vision Operations (USA) Order Management Super User, Vision Operations (USA) Inventory, Vision Operations (USA) System Administrator Cash Management, Vision Operations (USA) Treasury, Vision Operations (USA) IBE_ADMINISTRATOR
Script Combinations
N/A
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Opportunity to Project Mgt. (Project Mgt. Main Flow)

Opportunity to Contract
SL7172
Project Contracting
PM5794
Contract to Project
PM5812
Project to Staffing
PM5728
Manage Opportunity
Identify & Track project opportunities Forecast Sales Manage & Plan Accounts Track Cost of Sales
Sign Project Contract

Manage Bid/Proposal process Author Contract documents and Changes Manage approvals & signatures
Define Project Plan

Initiate Project & Define Project Plan Create Project & Work breakdown structure Define Charge Controls Fund & Budget
Create Staffing Requirement

Create Staffing Requirements Identify available Resources Evaluate, Review, Assign Candidates
Requisitions
PR1180
Project Expenditure
PM5842 PM5857 PM5839
Project Billing
PM5866
Manage Requisitions
Create project requisitions Manage purchase Approvals Procure and receive items Manage Commitments Manage Payments
Enter Project Timecard Expenditures

Create & Collect weekly time and expense reports Manage Approvals Track Missing Timecards Distribute Costs Manage Payments
Process Project Expenditures

Review, transfer & adjust if necessary project expenditures Review Accounts Process Adjustments
Review Project Performance

Track Progress & issues Manage Work schedules Check Actuals & Commitments vs. Budgets Monitor Project Performance Indicators
Manage Project Revenue Recognition

Process expenditures Recognize Revenue Manage Invoice Approvals Generate Project Invoices Monitor Project Collections
Project Close Out

PM5873
Project Analysis
PM5839
Roles Sales
Close Project
Review deliverables Perform Adjustments Commission Project Archive Project Documents Close Project

Analyse costs, revenue, profitability, deliverables Review resource usage Analyse Project Key Performance Indicators (KPIs)
Third Parties Customer
Delivery Accounting Supplier
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Value Statement
What does it cover?

Opportunity Management Project Contract Management Project Resource Management Project Creation & Planning Procurement Timecard Management Expense Management Project Management Project Controlling
Who is affected?
Sales Project Mgr Project Team Member Resource & Staffing Manager Legal & Administration Purchasing Accounting
Modules Licensed
Oracle Sales Online Project Opportunity Mgmt** Project Contracts Project Costing, Project Billing Project Resource Management Project Tracking & Collaboration** Project Connect Oracle iProcurement, iReceivables Oracle Purchasing, Payables, Receivables Oracle Time & Labour Internet Expense Oracle Discoverer Project Intelligence**
** still under development
Where is the ROI?

Maximized Profitability across the extended service chain Streamlined global operations, reduced Operating Costs & Increased Productivity Improved Project Collaboration Optimised Delivery through efficient Resource Deployment and Capacity mgt Increased Customer Satisfaction
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Demo Script
Key Data
Org = Vision Services Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran), BPALMER (Blair Palmer), DGRAY (Donald Gray) Responsibilities = Projects, Vision Services (USA) Project Resource Management, Project Manager, Vision Services (USA) Project Resource Management, Staffing Manager, Vision Services (USA) iProcurement, Services (USA) Payables, Vision Operations (USA) OTL Self Service Mass Timecard Approval iExpences, Vision Services (USA) Payables, Vision Services (USA) Receivables, Vision Services (USA) Customer = United Parcel Service Supplier= Corporate Express Office Supply Item=Franklin Covey Planning System, Snap Tab, Folio, Page Size 8-1/2 inch x 11 inch, Black
Script Combinations
N/A
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Manage Time & Expenses

Time & Labor Management
HR2115 HR2108 HR2114
Project Expenditure
PM5858
Enter Time
Project emember enters time in the appropriate time collection device or via the web. Project member submits time
Approve Time Entered

Project Manager approves the time entered at the end of the collection period.
Manage Time Reports

Validate that the employee time collected is valid and in the correct format Review missing timecards
Process Project Allocations

Project manager distributes administrative overhead allocation charges.
Supplier Invoices Expense Reports

PR1009 PR1012
Project Expenditure
PM5858
Supplier Invoices
PR1016
Accounts Payable
PR3200
Manage Expense Reports

Employee enters his/her expense report via the web. Expense report is routed via the application to the Department Manger.
Approve Expense Reports

Project manager reviews and approves expense report.

Manage Employee Expense Receipts

Employee imaged or paper receipts are matched to the expense report.
Issue Employee Expense Payments

Team member receives notification on payment of expenses
Roles Project Member Third Parties Customer Supplier
Project Manager Accounting Resource Mgr
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What does it cover?

Create weekly time cards Create weekly expense reports Workflow notifications for manager approval Review Missing Time Cards Distribute Costs & Generate Accounts Reimburse Expenses Workflow notifications to Payee
Who is affected?
Project Member Project Manager Resource Manager Accounts Payables
Modules Licensed
Oracle Time & Labour Internet Expense Project Costing Oracle Payables
Where is the ROI?

Reduced Cycle time for timecard and expense report processing Increased administrative costs savings Improved employee productivity Increased Transaction Accuracy (Chargeability & Billing)
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Demo Script

1. Opportunity to Project Mgmt - Execution to Billing -Time and Expenses
Key Data
Org = Vision Services Users = SERVICES (Amy Marlin), BPALMER (Blair Palmer), DGRAY (Donald Gray) Responsibilities = OTL Self Service Mass Timecard Approval Projects, Vision Services (USA) Internet Time, Vision Services (USA) iExpences, Vision Services (USA) Payables , Vision Services (USA)
Script Combinations
N/A
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Manage Expenditure & Check Status
Project Expenditure
PM5857 PM5858 PM5860 PM5863
Project Execution
PM5839
Generate Financial Transactions
Manage Project Expenditure Adjustments
Make necessary adjustments to the project expenditure
Transfer expenditure to another project if necessary
Check the account distributions which have automatically been generated Review financial information
The accountant processes all the project adjustments by distributing cost for labour, expenses etc.
The project manager checks status, analyses costs, profitability, revenue and time usage.
Roles Project Manager Accounting
Third Parties Customer Supplier
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Value Statement
What does it cover?

Review project expenditures Verify cost chargeability and billability Adjust project expenditures Transfer project expenditures Review account distributions Process/Re-process adjustments Analyse project costs Check Project status
Who is affected?
Project Accounting Project Manager
Modules Licensed
Project Costing Project Billing
Where is the ROI?

Reduced administrative cost and time Simplified and shortened billing cycle through online reviews and adjustments Increased transparency and accuracy on chargeable and billable expenditures
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Demo Script

1. Opportunity to Project Mgmt - Manage Expenditures and Status
Key Data
Org = Vision Services User = SERVICES (Amy Marlin) Responsibility = Projects, Vision Services (USA)
Script Combinations
N/A
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Billing
Project Expenditure
PM5857
Project Billing
PM5866
Project Expenditure
PM5860
Project Billing
PM5869
Customer Invoices
OF1027
Process Project Expenditues
Manage Project Invoices

The financial analyst/ project mgr reviews draft revenue and billing information Adjusts as necessary and re-processes Project Mgr. approves Draft Invoice

The financial analyst kicks off procedures for generating invoices Bill amounts are calculated, invoices are formatted for publishing, posting and funding balances are updated.
Accountant collects all project expenditures Review expenditures Manage cross-charges
The financial analyst kicks off procedures for generating Draft revenue recognition
The financial analyst manages draft project invoices process Generate Intercompany Invoices & Cross-charges
Customer Invoices
OF5882
Accounts Receivables
OF1032

Customer views invoice info, argues on invoices if needed, enters payment info, etc
Apply Customer Receipts Cash Applications

Accountant monitors Days Sales Outstanding (DSO) and collections Roles Project Member Project Manager Accounting
Interface
Interface Invoice Information
Interface draft Invoice to external billing system
Interface Accounting Information

Interface revenue to external accounting system
Third Parties Customer Supplier
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Billing
What does it cover?

Collect & Process Expenditures Manage cross-charging / Interco Billings Manage Project Revenue Create Draft project invoices Manage Invoice Adjustments Manage Invoice Approvals Manage Customer Bill presentment & disputes Monitor Collections & Receivables
Who is affected?
Project Accounting Project Manager Accounts Receivables Customer
Modules Licenced
Project Costing Project Billing Oracle Receivables iReceivables
Where is the ROI?

Improved Cash Flow through shortened and streamlined Invoicing Cycle Increased Billing Accuracy through automated billing controls Reduced process complexity with flexible Project billing & revenue recognition rules
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Billing
Demo Script

1. Opportunity to Project Mgmt - Execution to Billing-Billing
Key Data
Orgs = Vision Project Mfg, Vision Services Users = PROJMFG (Max Kingston), SERVICES (Amy Marlin), CSR (United Parcel Service) Responsibilities = Projects, Vision Project Mfg (MRC) Receivables, Vision Project Mfg (MRC) Payables, Vision Services (USA) Projects, Vision Services (USA) Receivables, Vision Services (USA) Customer = United Parcel Service
Script Combinations
N/A
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Project Planning (in your existing project planning system)
PM5812 PM5809 PM5815
Interface Project
PM5800
Project Planning
PM5818 PM5821
Define Project Plan

Project manager creates the work plan for the project.
Define Project Schedule

Next he defines the project scope and time scheduling for each project task
Develop Project Template & WBS

If necessary, project manager creates Gantt Chart with milestones and dependencies
Import Project Plan

The project manager transfers the workplan from his pps to Oracle Projects through a standard interface
Define Project Details

The project manager adds further project details
Define Contract Funding

Next step he or admin enters the project funding
Project Budgeting
PM5827
Project Staffing
PM5728 PM5737 PM5749
Project Expenditures
PM5842
Define Project Budget

Project Manager or Admin enters the project budget
Create Staffing Requirements

The Project Manager defines requirements, applies team templates, views candidate lists
Assign Resources
Approve Resource Assignment

Resource Manager approves the resource requests

The team members enter Timecards, Expense Reports, Supplier Invoices
The Project Manager searches for available resources based on the skill database
Project Billing
PM5866
Customer Invoices
OF5882
Monitor Project
PM5839

Accountant or Project Manager generate Revenue and Draft Invoice based on Project Type and Customer Agreements

The project manager compares Budget, Forecast and Actuals
Vision Corporation
Project Manager Project Member Accountant
Customer views invoice info, argues on invoices if needed, enters payment info, etc
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What does it cover?
Who is affected?
Project Manager Project Administration Resource Manager
Integration of Third Party Planning Tools with an out-of-the box interface

Interface Workplan to Oracle Projects Enter Projects Details Enter Project Budgets Staff Resources Enter Expenditures Generate Revenue and Invoices Control Project Performance
Modules Licensed
Project Connect Project Costing Project Billing Resource Management iTime iExpense Account Receivables
Where is the ROI?

Increase project profitability Reduce administrative cost Out of the box integration of multiple diversed project sources onto one single global validated project repository
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Plan to Project Delivery Which demo scripts map to this flow?

Demo Script
Key Data
Script Combinations
N/A
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Project Initiation
PM5803
Project Staffing
PM5728
Define Project Charter

Select Template Enter basic data for the new project

Apply Team Template Confirm Start Date
PM5734
PM5737
Evaluate Resources
Search Resource Pool Select Candidates Nominate Resources as a Candidate Rank Candidates
Assign Resources
Select Resource and assign directly to Project
Project Staffing
PM5752 PM5749
Commit Resources
Resource Mgr. reviews notification Team Member reviews planned assignments

Resource Mgr. approves
PM5761
Review Utilization
Team Member views: Schedule/Profile Candidacy List Competencies Work Preferences
Project Expenditure
PM5842
Project Staffing
PM5761
Project Execution
PM5839
Vision Corporation Project Manager Staffing Manager Resource Manager

Team Member enter and submit timecards
Review Utilization
Org. Manager reviews utilization

Org. Manager reviews forecast
Team Member Org. Manager
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107
What does it cover?

Create Project Create Staffing Requirements Candidate Management Resources Assignments Approval Process Enter Timecards View Competences View Utilization Review Forecast
Who is affected?
Project Manager Project Team Members StaffingManager Resource Managers Organisation Manager
Modules Licensed
Project Res. Management Project Costing Project Billing Internet Time
Where is the ROI?

Increase profitability Increase Resource Utilization Reduce administrative costs Increase customer and employee satisfaction
Return
108
Staff to Project Delivery Which demo scripts map to this flow?

Demo Script
Key Data
Org = Vision Services Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran), AHAMILTON (Anne Hamilton), DGRAY (Donald Gray) Responsibilities = Project Resource Management, Project Manager, Vision Services (USA) Project Resource Mgmt, Staffing Manager, Vision Services (USA) Project Resource Mgmt, Team Member, Vision Services (USA) OTL Self Service Project Resource Management, Organization Manager, Vision Services (USA) Customer = Imaging Innovations, Inc.
Script Combinations
N/A
11i8
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109
Project Management Main Flow

Project Planning Define Project
PM5815 PM5821
Project Budgeting
PM5827
Project Staffing
PM5749
Time and Labor Management

HR2108
Supplier Invoices
PR1009
Develop Project Template & WBS

Project manager creates the project budget and requests approval.

Staff project Resource Manager (supervisor of resource) approves resource assignment.
Enter Time
Manage Expense Reports

Employee enters his/her expense report via the web. Expense report is routed via the application to the Department Manger.
Project manager selects the Project manager updates the existing appropriate project template project with and defines the work agreement and breakdown structure and funding information. customer information.
Enter time in the appropriate time collection device or via the web.
Manage Procurement
PR1180
PM5848
Requisition Approvals
PR0128 PR1933
Receive Goods
PR1935
Manage Payment
PR1010
Manage Requisitions
Manage Project Commitments
Issue a Non Production Purchase Order

PO can be automatically created from Requisition. PO can be created manually.
Receive Non Production Goods & Services

The nonproduction goods arrive at the requisitioner/receivers desk.

The accountant matches invoices from suppliers with the purchase orders and manages the payment
Check Commitments A project member creates a requisition for Check Budgets an item needed for the project.
Approvals can be controlled using amount or account code.
Project Expenditure
PM5857
Project Billing
PM5866 PM5869
Project Execution - Performance

Vision Corporation
PM5833 PM5839

Financial Analyst distributes charges to all projects.

Generate draft revenue; adjust. Generate final revenue, account distributions and update funding balances.

Initiate invoice generation process. Customer bills are calculated, funding balances are updated and invoices are sent to Receivables.
Manage Project

Project performance information is gathered and disseminated, status reporting, progress measurement and forecasting.
Project Manager Project Member
Project manager analyzes budget to actual variances by project, task or resource.
Accountant Buyer
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110
What does it cover?

Create Project and WBS Enter Project Details Create Project Budgets Staff Resources Enter Expenditures Generate Revenue and Invoices Control Project Performance
Who is affected?
Project Manager Project Administration Resource Manager
Modules Licensed
Project Costing Project Billing Resource Management iTime (optional PO) iExpense
Where is the ROI?

Reduce time and expense processing Reduce unaccounted time Improve cash flow Increase resource utilization
Return
111
Project Management Main Flow Which demo scripts map to this flow?
Demo Script
Key Data
Script Combinations
N/A
11i8
Return
112
Budget to Bill
Project Budgeting
PM5827 PM5830
PM5842 PM5845 PM5851

The Project manager creates the project budget and submits for management approval.
Manage Project Budget

The financial analyst approves the final budget. Costs can now be collected against the contract project and the project is now officially kicked off.

Consultants working on the Acme project submit timecards.
Enter Project Exp Report Expenditures

Consultants working on the Acme project submit travel related expenses.
Enter Project Supplier Invoice Expenditures

Consultants purchase computer supplies to be used on the project. Supplier invoice is submitted to Accounts Payable.
PM5852 PM5858 PM5859
Project Billing
PM5866 PM5869
Enter Project Inventory Expenditures

The project manager issues material out of inventory to be used on the Acme project.

The project manager distributes administrative overhead allocation charges to the Acme project.
Process Cross Charges for Shared Resources

The project manager processes charges from consultants in its Japan subsidiary to the Acme project.
The financial analyst kicks off procedures for generating revenue. Revenue is calculated, General Ledger account distributions are generated and funding balances are updated.
The financial analyst kicks off procedures for generating invoices. Bill amounts are calculated, invoices are formatted for printing and posting and funding balances are updated.
Roles Project Manager
Financial Analyst Consultant
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113
Budget to Bill
What does it cover?

Enter Project Budgets Enter Expenditures: Timecards, Expense Reports and Purchase Orders Generate Revenue Create Draft Invoices
Who is affected?
Project Manager Project Administration Project Team Member
Modules Licensed
Project Costing Project Billing iTime iExpense Optional: PO, Financials
Where is the ROI?

Reduce time and expense processing Reduce unaccounted time Reduce revenue leakage Increase Project effectivness
Return
114
Budget to Bill Which demo scripts map to this flow?

1. Projects - Project Budget to Billing
Demo Script
Key Data
Script Combinations
N/A
11i8
Return
115
Budget to Cost Management

Project Budgeting
PM5827 PM5830
PM5842 PM5845 PM5851

The project manager creates the project budget and submits for management approval.

The financial analyst approves the final budget. Costs can now be collected against the indirect project and the project is now officially kicked off.

An organization has launched an internal R&D project. Consultants working on the R&D project submit timecards.

Consultants working on the R&D project submit travel related expenses.
Enter Project Supplier Invoice Expenditures

Consultants purchase computer supplies to be used on the project. Supplier invoice is submitted to Accounts Payable.
PM5852 PM5858 PM5859

The project manager issues material out of inventory to be used on the R&D project.

The project manager distributes administrative overhead allocation charges to the R&D project.

The project manager processes charges from consultants in its Japan subsidiary to the R&D project.
Roles Project Manager Financial Analyst
Consultant
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116
Budget to Cost Management
What does it cover?

Enter Project Budgets Enter Expenditures: Timecards, Expense Reports and Purchase Orders Check Project Performance
Who is affected?
Project Manager Project Administration
Modules Licensed
Project Costing Project Billing iTime iExpense optional PO
Where is the ROI?

Reduce time and expense processing Improve business understanding Reduce administrative cost Increase Project effectivness
Return
117
Budget to Cost Management Which demo scripts map to this flow?

1. Project Management - Budget to Cost Management
Demo Script
Key Data
Script Combinations
N/A
11i8
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118
Budget to Assets
Project Budgeting
PM5827 PM5830
PM5842 PM5845 PM5854

The project manager creates the project budget and submits for management approval.

The financial analyst approves the final budget. Costs can now be collected against the capital project and the project is now officially kicked off.

The organization is building a new call center. Consultants working on the call center project submit timecards.

Consultants working on the call center project submit travel related expenses.
Enter Project Capital Asset Expenditures

The organization purchases capital equipment to be used on the project. Asset related invoice is submitted to Accounts Payable.
PM5852 PM5858 PM5859 PM5864

The project manager issues material out of inventory to be used on the call center project.

The project manager distributes administrative overhead allocation charges to the call center project.
Manage Project Assets
The project manager processes charges from consultants in its Japan subsidiary to the call center project.
The project manager creates and assigns project assets.
Refer to Assets to Depreciation in Accounting to Financial Reports Flow
Roles Project Manager Financial Analyst
Consultant
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119
Budget to Assets
What does it cover?

Enter Project Budgets Enter Expenditures: Timecards, Expense Reports and Purchase Orders Interface Project Lines to Fixed Assets (Refer to Assets to Depreciation Flow in Fast
Forward Flows for Financial Management)
Who is affected?
Project Manager Project Administration
Modules Licenced
Project Costing Project Billing iTime iExpense Fixed Assets
Where is the ROI?

Reduce time and expense processing Improve business understanding Reduce administrative cost Increase Project effectivness
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120
Budget to Assets
Demo Script

1. Project to Profit - Project Budget to Asset
Key Data
Org = Vision Services User = SERVICES (Amy Marlin) Responsibility = Projects, Vision Services (USA)
Script Combinations
N/A
11i8
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Lead to Opportunity
Campaign to Lead Inbound Call to Lead Outbound Call to Lead Execute Campaign to Direct Mail and Advertising Execute Campaign to Email Execute Campaign to Event Execute Campaign to Telesales Execute Campaign to Web
SL7022 SL7023
Business Flow
SL7192 SL7168
Generate Automated Lead
Assign Lead
KPI Review and assign previously generated sales leads.
Contact Lead
Determine Product Interest

Present and determine the product with the Lead.
Use the Automated Lead Routing for all leads having enough info.
Capture Lead information as a result of Sales initiatives.
SL7171 SL0773 SL0776 SL7170
SL7173
KPI
Qualify and Score Lead
Convert Lead To Opportunity

Verify that the lead has emerged as a real opportunity, and that the opportunity should be pursued.
Assign Opportunity
YES Partner Channel ? NO
Assign Opportunity to Partner

Assign a Partner to an opportunity that has been listed in the Partner Channel.
Monitor Partner Opportunity KPI Management

Check all the opportunity information collected and sent by the Sales Org and manage the opportunity.
Qualify leads based on the criteria set for an "opportunity" that the company may invest in.
Assign an opportunity to one of the potential actor and/or channel.
MK7124
MK7158
KPI
Manage Event Registration
Send Product Collateral

Sending product collateral and other sales information.
Capture attendees for the event. Register Lead for Event.
SL7172
Manage Opportunity
KPI
Opportunity to Order Opportunity to Forecast to Management Rollup Outside Roles Partner Sales Representative Sales Manager Enterprise Roles Alliances Manager Telesales Agent System Automated
The process of contacting, updating all the opportunity information collected after this Sales contact
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Lead to Opportunity
What does it cover?

Sales Rep is Informed about New Lead Qualification of Prospect/Lead Convert Lead to Opportunity Manage Opportunity
Who is affected?
Sales Teams Sales Management Alliances Team Marketing
Where is the ROI?

Increased Revenue; less loss of prospect in the qualification process Better Qualification Reduce Time (automated Qualification) Higher Employee Satisfaction in collecting and getting correct Customer data
Modules Licensed
Sales Online
Return
123
Lead to Opportunity
Demo Script

1. Lead to Opportunity
Key Data
Script Combinations
11i8
Return
124
Business Flow
SL7174
SL7175
SL7176
SL7177
Lead to Opportunity KPI
Review Pipeline
KPI
Generate Baseline Forecast
Maintain Forecast
Submit Forecast
The process of capturing Opportunity information and reviewing the activities linked to it
The process of preparing a first Forecast Baseline based on the information collected and the Sales Rep objectives
The process of modifying an Aggregate Forecast, or an Opportunity Forecast, or a Product Family Forecast
The process of submitting the Forecast to his/her manager for review and consolidation
SL7178
SL7179
SL7180
SL7181
SL7177
Compare Subordinate Pipeline To Forecast

The process of receiving all the Forecast submitted by the Sales Reps, (subordinate) and comparing it with the Management figures
Generate Final Forecasts

The process of modifying and generating the final Aggregate Forecast, Opportunity Forecast, and Product Family Forecast
Accept Forecast
Rollup Forecast
Submit Forecast
The process of verifying the consistency and possibility of the management Forecast
The process of rolling up the Forecasts
The process of submitting the Forecast to his/her manager for review and consolidation
Sales Force Planning Insight to Campaign Plan Enterprise Roles
Sales Representative Sales Manager
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Opportunity to Forecast to Management Rollup Business Flow Value Statement
What does it cover?

Create or receive opportunities assigned to a sales rep Maintain pipeline information and product category based aggregated forecast values Forecast values and rollup periodically though hierarchy online Rollup forecast to next level and submit
Who is affected?
Sales Force Sales Management
Where is the ROI?

Increase customer facing sales time, revenue contribution reducing forecast effort dramatically forecast transparency and accuracy through online drilldown and rollup
Modules Licensed
Sales On Line
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126
Demo Script

1. Opportunity to Forecast to Management Rollup
Key Data
Script Combinations
11i8
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127

Web Prospect to Shopping Cart
Business Flow
SL7365
SL7148
CM7090
View/Receive Discounts & Promotions

Customer views discounts & promotions on appropriate items in cart.
Initiate Checkout
Customer Needs Assistance No
Yes
Request Web Callback
Opportunity to Order
The process of the customer initiating checkout, entering password, financial information and shipping information
Customer requests a callback from either a Sales or Service agent who can answer questions or give assistance.
Customer Accepts Pricing & Contract terms
SL0790
No
Negotiate Pricing, Discounts &Terms
SL0794
Maintain Contract
M The process of managing the variations and/or changes from the terms and conditions of the contract over the life of the contract by any of the parties bound by the contract.
Yes
The process of determining pricing and discounting of products or services during the quote process.
SL0793
Approve Contract
Order to Status Inquiry
Customer reviews contract terms and approves.
Enterprise Roles Contract Manager
Outside Roles Customer
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What does it cover?

Assemble and manage shopping carts Provide presales/transactional support Support B2B & B2C shopping models Customers place purchase based on contractual terms, conditions, and pricing
Who is affected?
Customer Prospect Contract Manager Sales Representative
Where is the ROI?

Decrease sales cycle cost and time Increase order accuracy to 99% or better Serve broad range of customers Reduce shopping cart abandonment
Modules Licensed
iStore Contracts (Core, Sales) Interaction Center Technologies
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Demo Script

1. HTML - Quote to Contract to Order
Key Data
Script Combinations
11i8
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Order to Status Inquiry Opportunity to Order KnowledgeBase Search to Result Web Service Request to Escalation Forum Posting to Response Install Base Update to Product Return Email Inquiry to Response
SL7207 CS7036
Business Flow
SL7156
Log into Interaction Center Systems

The process of logging into Teleservice application and interaction center work queue.
KPI
Receive Screen Pop and Script

Process of receiving an automated screen pop and Telesales script from CTI.
Receive inbound customer call Log into application, check work queue Receive inbound call or customer service request Receive an automated screen pop via CTI
CS7037
CS7041
yes Transfer Ownership?
CS1411
KPI
Review Install Base

Review Installed Base for customers product information Verify Product Order (if subject of Billing Inquiry)
Maintain Customer Installed Base KPI

Transfer Installed Base ownership
Gather information about individual or business Verify that information is current
no
CS7042
CS7039
Verify Entitlement
Review customer warranty information Determine the level and type of service available to the customer
KPI
Define Contact Reason Create Service Request Assign SR to Resource Create Tasks Enterprise Roles Customer Service Representative Customer Service Manager
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What does it cover?

Inbound call center business process integrated out of the box Track service requests Verify service entitlement
Who is affected?
Customer Customer Service
Where is the ROI?

Reduce cost of service by increasing customer service productivity Eliminate revenue leakage from providing enentitled service
Modules Licensed
Teleservice Advanced Inbound (Option)
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Demo Script
Key Data
Script Combinations
11i8
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133
Business Flow
SL1432
SL7166
SL0793
SL7032
Enter Sales Contracts

Create Contract from Existing Contract, Template, or Quote Add Contract Parties
Review Contract For QA Compliance

Define quality guidelines for Contract QA Run QA check for every contract
Approve Contract
Sign Contract
Manage approvals from company signatories
Complete contract terms & conditions Communicate contract terms & service level objectives.
Customer Invoice to Cash
Enterprise Roles
Contract Agent Contract Manager
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What does it cover?

Author Contracts using copy, versions, or templates Contract versioning and change control Contract Quality Assurance checking Workflow approvals
Who is affected?
Contracts Managers Sales Teams Admin Teams
Where is the ROI?

Increase productivity through streamlined, standardized contract processes Reduce administrative costs Reduce risk of contract errors Accurate Bills More profitable contracts Faster contract turnaround/Faster time to market Reduce cost of maintaining inconsistent contracts (e.g., global pricing errors)
Modules Licensed
Sales Contracts
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Demo Script

1. Contracts for Sales - Author & Sign Core/Sales Contract
Key Data
Script Combinations
11i8
Return
136
Business Flow
SL7031
CS0827
OF1037
SL7166
Enter Service Contracts

Create Contract from Existing Contract, Template, or Quote Add Contract Parties etc
Define Contract Renewal Triggers

KPI Define Renewal Rules RePricing Rules Billing Rules
Apply Customer Receipts - Credit Card

Enter Credit Information

SL0793
SL7032
Approve Contract
Sign Contract
Enterprise Roles
Contract Agent Contract Manager
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137
What does it cover?

Author service contracts /warranties Contract versioning and change control Business rules for billing, payments terms, etc. Contract Quality Assurance checking Workflow approvals
Who is affected?
Customer Contract Manager Customer Service Manager
Where is the ROI?

Increase productivity through streamlined, standardized contract processes Increase customer satisfaction by better managing service level agreements Eliminate penalty costs from contract non performance Reduce administrative costs Accurate Bills More profitable contracts Faster contract turnaround/Faster time to market Reduce cost of maintaining inconsistent contracts
Modules Licensed
Service Contracts
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Demo Script

1. Service Contract - Author and Sign Service Contract
Key Data
Script Combinations
11i8
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139
Business Flow
Author to Sign Contract Author to Sign Service Contract yes Contract Change (vs. Terminate)?
SL0794 SL7166 CS7060
Maintain Contract
submit Change Request Obtain Approval Create Contract Version

Manage Contract Changes

Update the contract with any product changes, service level agreements, and new effective/expiration dates
no
C h a n g e C o n t r a c t
SL7033
CS0828
Terminate Contract
KPI Record Termination Reason Communicate contract terms & service level objectives
Notify Parties of Customer Change

Notify sales reps and others of important change in customer status or disposition
Enterprise Roles Contract Agent
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140
What does it cover?

Automates Contract termination process Complete contracts change process Version Management Automated notification to Sales rep Approval Management via workflow Automatic quality assurance check
Who is affected?
Contracts Managers Contracts Administrators Sales Teams
Where is the ROI?

Reduced contract administration labor costs Reduce liability and penalties due to contract errors Reduce lost revenue from contract expirations Reduce revenue leakage from billing inaccuracies
Modules Licensed
Sales Contracts Service Contracts
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Demo Script

1. 2. 3. 4. Contracts for Sales - Change Sales Contract Service Contract - Terminate Service Contract Contracts Core - Terminate Contract (Core/Sales) Service Contract - Change Service Contract
Key Data
Script Combinations
11i8
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142
Business Flow
CS0827
CS7059
CS0828
CS7060
Define Contract Renewal Triggers

KPI Define Renewal Rules, Re Pricing Rules, Billing Rules Select Contracts Execute Renewal Rules AutoNotify Sales Rep
Manual Renewal?
YES
Identify Contracts KPI For Renewal

Determine which contracts are expiring and are eligible for renewal
Notify Parties of Customer Change KPI

Contact the customer regarding the renewal of the service contract and discuss the contract details.
Manage Contract Changes

Update the contract with any product changes, service level agreements, and new effective/expiration dates
NO
SL7166
CS7061
SL7032
Review Contract for QA Compliance

Exp g Co tract to Ren irin n ewal
Approve Contract Renewal
Sign Contract
CS7062
Renew Contract
KPI Create and/or update new contract Obtain customer's authorization. Notify Sales Rep OR Automatically create new contract Notify customer
Enterprise Roles Contract Agent Contract Manager
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143
What does it cover?

Automatic or manual renewal of contracts Automatic application of billing & payment rules Automatic notification to Sales of expiring contract Manage approvals via workflow Automatic quality assurance check
Who is affected?
Sales Teams Contracts Managers Admin Teams
Where is the ROI?

Increase revenue stream from contract renewals Improved Customer Satisfaction Reduce losses due to billing and payment errors Reduce administrative costs of tracking and renewing contracts
Modules Licensed
Sales Contracts Service Contracts
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Demo Script

1. Service Contract - Auto Renewal of Service Contract
Key Data
Script Combinations
11i8
Return
145
Forecast to Plan
Design to Release Customer Collaboration to Consensus Forecast Supplier Collaboration to Supplier Commitment Opportunity to Forecast to Management Rollup
PF1967 PF2011
Business Flow
PF2021 PF2028
KPI

Generate statistical forecast based on sales and shipment history.
KPI
Manage Production Forecast

Define the parameters for forecast consumption and consume forecast.
Collect Historical Sales and Shipments Data to use for statistical forecasts.
PF1962
PF1963
PF1966
PF2038
PF2039
KPI
Collect Supply Variability Data
KPI
Collect Demand Variability Data
Generate Item Safety Stock Levels

Calculate for all locations where items have maintained safety stock levels.
KPI
Run Production Plan
Analyze Plan, KPIs and Exceptionsx KPI

Analyze Plan, KPIs, exception messages and counts prior to releasing orders from the plan
Collect historical suppler performance data from all relevant sources and translate into compatible format.
Collect demand data including forecast confidence levels from all relevant sources.
Launch Production Plan
PF3002
PF3003
PF3004
PF3005
Adjust Plan

Collaborate on Revised Constraints

Collaborate with internal and external parties to agree on revised constraints.
Customer Collaboration to Consensus Forecast Supplier Collaboration to Supplier Commitment

PF2040
PF3001
Release Schedule
KPI KPI
Plan NonMRP Material
Enterprise Roles Plan to Schedule Requisition to Receipt Direct Planner Demand Planner
Release the production schedule to work areas and procurement.
Plan nonMRP planned materials using Kanban planning, MinMax Planning, Reorder point, cycle counts, etc..
Demand Manager Inventory Planning Manager
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Forecast to Plan
What does it cover?

Achieve consensus forecast Provide collaborative planning, forecasting and replenishment Enable holistic planning and optimization Produce single plan creation for tactical, long, and short term planning Improve asset utilization
Who is affected?
Trading Partners (Customers, Suppliers, Third Party Contractors) Planners Sales Marketing Point of Sale
Where is the ROI?

Improved Delivery Performance Reduced Inventory Levels Reduced Planning Cycle Times
Modules Licensed
Supply Chain Planning: Advanced Supply Chain Planning Inventory Optimization Global Order Promising Demand Planning Supply Chain Intelligence
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147
Forecast to Plan
Demo Script
Key Data
Script Combinations
11i8
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148
Design to Release
Concept to Profitability
PD0628 PD1096 PD1160
Business Flow
PD1098
Develop Detailed Design

An Engineer puts together design information detailing the item and its characteristics..
Maintain Item Master

An Engineer creates an Engineering Item for others review & evaluation
Maintain Routings
An Engineer develops the processes to be used in manufacturing, including resources.
PD7140
Maintain Bills of Material

An Engineer creates a list of components to be used in manufacturing the item.
PD0647
PD0646
FM0522
Estimate Product Costs

The Cost Accountant develops a cost estimate using material and labor costs.
Manage Product Data Design

An Engineer releases the Item, BOM and Routing to Manufacturing
Manage Std Product Cost Definition

For purchased Items set Standard Costs For Assembly Items Rollup Item Costs
Assign Product To Inv / Shipping Org

Assign Product to Inventory & Shipping Organizations as part of new product intro
FM0520

Review and confirm standard costs and standard cost adjustments
PD1091
PD1288
PD1092
PD0634
PD1095
Request ECO
Develop ECO
Evaluate ECO
Manage Effectivity Date Control

Effectivity of new components can be defined as a function of calendar dates, or of obsolete component depletion.
Implement ECO
Any user can request that an Engineering Change Order (ECO) be used to control the evaluation process.
The Engineer creates an ECO and assigns a review/approval process.
Each Reviewer can see all Product (Item, Bill, Routing) data. Each Reviewer has the opportunity to approve or reject the ECO.
Approved ECOs are implemented according to effectivity dates
Enterprise Roles Forecast to Plan Plan to Schedule Schedule to Build (Discrete) Concept to Profitability Engineer Employee Cost Accountant
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Design to Release
What does it cover?

Knowledge management Design collaboration Process integration Process improvement
Who is affected?
Manufacturing, Purchasing, Planning, Order Management, Service Engineering Marketing Customers Suppliers
Where is the ROI?

Reduced development cycle time and cost Reduced ECO cycle time Increased product and process reuse Decreased time to find product information Decreased time spent on travel/communication
Modules Licensed
Product Lifecycle Management (Product Development, CADView 3D) Projects Sourcing Purchasing Intelligence
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Design to Release
Demo Script

Design to Release
Key Data
Script Combinations
11i8
Return
151
Business Flow
PR0131
PR0135
PR0152
PR0139
KPI
Analyze Sourcing Requirements
KPI
Negotiate and Select Suppliers
Provide Specifications and RFQ

The process of providing specifications and requests for quotation to a supplier.
KPI
Manage Supplier Pricing
Identify strategic sourcing opportunities. Collect aggregate demand for specific sourcing requirements.
Select Suppliers to fulfill sourcing requirements.
Receive RFX or Quote from Supplier. Negotiate incentives and penalties with suppliers as part of a business agreement. Qualify suppliers who have submitted a bid or quotation
PR0132
PR0136
PR0133
KPI
Evaluate and Award Negotiations
KPI
Develop Legal Terms & Conditions
Maintain Negotiated Supplier Contract/Agreement

Add, Modify or renew negotiated agreements as necessary. Agreements can be purchase orders, requisitions, blankets or contracts.
Requisition to Receipt Indirect Requisition to Receipt Direct
Collect and evaluate Responses to award the contract or agreement.
Develop business agreement between enterprise and Suppliers.
Enterprise Roles
Outside Roles Supplier
Purchasing Manager Buyer
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What does it cover?

Complete sourcing business process Integrated spend, supplier performance, and productivity analysis Support all negotiation types with robust buyer and supplier tools Multiattribute bidding and analysis
Who is affected?
Suppliers Buyers Planners Engineers Purchasing Managers
Where is the ROI?

Increased number of sourced items and use of contracts and agreements Reduced unit price Decrased sourcing cycles Reduced time to market
Modules Licensed
Sourcing Purchasing Purchasing Intelligence iSupplier Portal Exchange Marketplace
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153
Demo Script

1. 2. Sourcing - RFQ (High Level Integration Flow) Sourcing - Auctions (Detailed Sourcing Flow)
Key Data
Script Combinations
11i8
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154
Budgets to Approval
Business Flow
FM5876
Import Budgets
FM0483 FM0487 FM0489 FM0491
KPI
Define Budget Strategy & Approach
Receive budget data from external system. KPI

FM5875
Maintain Budgets
KPI
Consolidate & Review Budgets
Approve Budgets
KPI Approve final budget and communicate to all departments and companies.
Prepare and record budgets by department/ organization.
Update/modify budgets.
Define & Generate Budget Allocations

Prepare and record budgets by department/ organization.
Consolidate budgets from all departments and companies. Review total budget.
Period End Close to Financial Reports
Enterprise Roles Financial Analyst
Director of Finance VP of Finance
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Budgets to Approval
What does it cover?

Define budget strategy and approach Import budget details from external system or define and generate budget allocations Consolidate and approve budgets
Who is affected?
Financial Analyst VP of Finance Director of Finance
Where is the ROI?

Reduce time to create budgets Improve the tracking of detail budgets
Modules Licensed
Financials
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156
Budgets to Approval
Demo Script
Key Data
Script Combinations
11i8
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157
Period End Close to Financial Reports 1/2

Bank Statement to Cash Reconciliation Subledger Journals to Post Assets to Depreciation Intercompany Journals to Post Budgets to Approval
FM1948
Business Flow
FM1808 FM1045
Perform WIP Period Close

Activities required to close Workin Process and send transactions to GL.
Perform Process Mfg Period Close

Activities required to close Process Mfg and send transactions to GL.
Perform Inventory Period Close

Activities required to close Inventory and send transactions to GL.
FM1018
FM1913
FM1952
FM1914
FM1915
Perform Accounts Payable Period Close

Activities required to close Accts Payable and send transactions to GL.
Perform Purchasing Period Close

Activities required to close Purchasing and send transactions to GL.
Perform Projects Period Close

Activities required to close Projects and send transactions to GL.
Perform Fixed Assets Period Close

Activities required to close Fixed Assets and send transactions to GL.
Perform Accounts Receivable Period Close

Activities required to close Accts Receivable and send transactions to GL.
FM1042
Process Current Period Transactions

Activities required to close remaining subsystems and send transactions to GL.
FM0507
FM1118
FM0506
FM0510
Import Journal Entries

Import Journals from subledger systems.
Enter Journal Entries

Enter journals.
Define and Generate Recurring Journal Entries

Journals for recurring transactions are generated.
Process Reserves, Reversals & Suspense JEs

Reverse prior period accruals, clear suspense accounts, and generate reversing entries.
FM3209
FM1116
FM0494
Process Allocations & Periodic Entries

Journals for allocation transactions are processed.
Revalue Balances
Revalue foreign currency balances to recognize currency gain/loss.
FM0511
FM1121
FM1114
Post Journal Entries

Journals are posted in the General Ledger.
Reconcile Accounts
Adjust GL For Period Close

Process adjusting journal entries after preliminary review of balances.
Enter Elimination Entries

Creates elimination entries within a company.
Continued on next page
Reconcile all subledgers to general ledger.
Enterprise Roles Accountant
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Period End Close to Financial Reports 2/2
Business Flow
FM0493
FM0495
FM3225
FM3209
Continued from prior page
Translate Foreign Currency

Translate foreign currency balances to reporting currency.
Consolidate Sets of Books

Balances in child books are transferred to the consolidation book.
Post Consolidation Data

The journals are posted in the consolidation books.
Enter Elimination Entries

Creates elimination entries between companies.
FM0511
FM1917
FM1940
FM1941
Post Journal Entries

Posted elimination entries.
Close Period
Generate Internal Reports KPI

Internal financial reports are generated, distributed and reviewed.
Generate External Reports

External reports are generated and distributed.
Close the accounting period to prevent changes to final balances.
Enterprise Roles
Accountant Accounting Manager
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159
What does it cover?

Process transactions from subledgers Process recurring, reversal, reserve, suspense, allocation and elimination journals Consolidate multiple companies Internal and external reporting of financial results
Who is affected?
Accountant
Where is the ROI?

Reduce time associated with period end close Improve the accuracy of the financial results
Modules Licensed
Financials
Return
160
Demo Script

Key Data
Script Combinations
11i8
Return
161

Business Flow
PM5770
PM5773
PM5776
PM5779
Enter Proposal (Bid)

Analyze Requirements, estimate project plan & price to develop a proposal of work.
Approve Proposal (Bid)

Review and approve proposal.
Issue Proposal (Bid)

Submit Proposal to customer. Contract Agent tracks proposal.
Review Proposal M
Review proposal with customer.
PM5782
PM5785
PM5788
PM5791
PM5794
Accept Proposal (Bid)
Enter Project Contract

Create contract using proposal information or standard template. Adjust terms to match agreement with customer.
Approve Project Contract

Sales manager approves contract. Legal approves contract.
Issue Project Contract

Submit Contract to customer. Contract Agent tracks contract.
Sign Project Contract
Customer accepts the proposal.
Customer reviews, changes, and accepts contract.
PM5797
Maintain Project Contract

Update contract based on change requests from customer.
Plan to Project Budget Enterprise Roles Sales Representative Legal Council Outside Roles Contract Agent Sales Manager
Customer
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162
What does it cover?

Create, approve and issue proposal (bid) Create, approve and issue project contract
Who is affected?
Sales Representative Legal Council Contract Agent Sales Manager
Where is the ROI?

Streamline and shorten proposal cycle time Streamline and shorten project contract cycle time Reduce costs associated with maintaining project contract
Modules Licensed
Contracts
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163
Demo Script

1. Projects - Proposal To Project Contract
Key Data
Script Combinations
11i8
Return
164

PM5803 PM5806 PM5809
Business Flow
PM5812
Define Project Charter
Define Project Scope

Project manager creates a scope statement for the project.
Define Project Schedule

Project manager creates the project schedule, defines milestones and resource requirements.
Define Project Plan

Project manager creates the work plan for the project.
An organization defines their policies, procedures and requirements for all types of projects.
Import Project Plan?
YES
PM5800
Import Project Plan

PM5818 PM5819 PM5821
NO
Project manager imports project work plan from external system.

PM5815
Define Project Details

Project manager defines and sets up the project.
Define Project Charge Control

Project manager updates the existing project with agreement and funding information.
Develop Project Template & Work Breakdown Structure

Project manager selects the appropriate project template and defines the work breakdown structure and customer information.
Project manager defines and sets up the project charge control on the project.
PM5824
PM5827
PM5830
Approve Project

Project manager creates the project budget and requests approval.

Financial analyst approves final budget. Cost and Revenue estimates are determined.
Project to Staffing
The project is approved.
Enterprise Roles Project Manager Financial Analyst
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165
What does it cover?

Define project charter, scope and schedule Import or build project plan Define project charge control and contract funding Define project budget
Who is affected?
Project Manager Financial Analyst
Where is the ROI?

Reduce project plan cycle time. Accurately record details and commitments of project reducing cost of project management turnover.
Modules Licensed
Projects
Return
166
Demo Script

Key Data
Script Combinations
11i8
Return
167
Project to Staffing
PM5728 PM5734 PM5737
Change to Assign Resources Business Flow
PM5749

Create staffing requirements for project.
Evaluate Resources
Assign Resources

Resource Manager (supervisor of resource) approves resource assignment.
Project Manager searches the available resource list to determine which resources match to project staffing requirements. The Project Manager also evaluates matched resources for fit .
Resource is reserved to the staffing requirement awaiting approval.
PM5752
Commit Resources
Project Execution to Invoice / Asset Utilization to Forecast
Project Manager & Staffing Manager assigns resources to project and notifies employee of assignment.
Enterprise Roles Project Manager Staffing Manager Employee
Resource Manager
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168
Project to Staffing
What does it cover?

Create staffing requirement Search and evaluate available resources Assign resources to projects Review project staffing plan
Who is affected?
Project Manager Staffing Analyst Employee (Resource) Resource Manager
Where is the ROI?

Reduce costs associated with matching resources to available projects Increase resource utilization Increase employee (resource) satisfaction with project assignments
Modules Licensed
Projects
Return
169
Project to Staffing
Demo Script

1. Projects - Project to Staffing
Key Data
Script Combinations
11i8
Return
170
Project Execution to Invoice / Asset

PM5857 HR2122
Business Flow
PM5848
Project to Staffing Time Collection to Payroll Processing Expense Report to Invoice

Financial Analyst distributes charges to all projects.
Adjust Time After Transfer

The project manager makes all necessary time adjustments.
Manage Project Commitments

Create project related purchase requisitions and purchase orders.
PM5863
PM5851
PM5852
PM5859
PM5858
Manage Project Supplier Invoice Expenditures

Consultants purchase computer supplies to be used on the project. Supplier invoice is submitted to Payable.
Manage Project Inventory Expenditures

Project manager issues material out of inventory to be used on the project.

Project manager processes charges from consultants in other organizations.


Project manager adjusts expenditure items prior to revenue recognition.
YES Billable Project ?
PM5866
PM5860
PM5869

KPI Generate draft revenue; adjust. Generate final revenue, account distributions and update funding balances.
PM5860

Financial Analyst creates financial transactions for all projects.
KPI

Customer Invoice to Cash Analysis to Project Closure Receipt to Asset Analysis to Project Closure
NO
Initiate invoice generation process. Customer bills are calculated, funding balances are updated and invoices are sent to Receivables. YES
PM5864

Financial Analyst creates financial transactions for all projects.
Capital Project ?
Manage Project Assets

Enterprise Roles Create and assign project assets. Generate asset lines to interface to Assets. Project Manager Financial Analyst Project Member
NO
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171
What does it cover?

Collect expenditures for time, expense, commitments, supplier invoices, inventory, and allocations Generate revenue and create draft invoices for billable projects Track costs for internal projects Create assets for capital projects
Who is affected?
Project Member Project Manager Financial Analyst
Where is the ROI?

Reduce time and cost of expenditure collection. Reduce time to prepare project invoices for customer. Increase accuracy of capital project costs.
Modules Licensed
Time and Labor Employee Projects
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172
Demo Script

1. Project to Profit - Execution to Billing
Key Data
Script Combinations
11i8
Return
173
Business Flow
PM5833
PM5863
PM5839
PM5873
Manage Project

Project manager makes all necessary expenditure item adjustments to the project prior to the period end close.
KPI
Close Project
Project manager analyzes budget to actual variances by project, task or resource.
Project performance information is gathered and disseminated. This includes status reporting, progress measurement and forecasting.
Project manager gathers and disseminates all pertinent project information prior to project completion. Project manager closes the project.
Enterprise Roles Project Manager
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174
What does it cover?

Manage project expenditures and adjustments Manage client deliverables Manage status reports, project milestones and forecasting Analyse project actual to budget
Who is affected?
Project Manager
Where is the ROI?

Improve project forecasts Reduce project cost overruns Improve client satisfaction
Modules Licensed
Projects
Return
175
Demo Script
Key Data
Script Combinations
11i8
Return
176
Insight to Campaign Plan (Page 1 of 2)

Opportunity to Forecast to Management Rollup Marketing Strategy to Market Share Concept to Release (Process) Analytics to Insight Concept to Profitability Customer Feedback to Intelligence Opportunity to Order Order Receipt to Intelligence
Business Flow
MK0737
MK7006
MK7008
MK7116
KPI
Measure Marketing Activity Results
Define Marketing Activity Plan
Define Marketing Activity Budget
Define Marketing Objective/Message

Determine campaign objective and message
Define results views Analyze results Determine program, medium and channel effectiveness
Process of developing plans for marketing and sales programs, campaigns and events.
Create and approve budget for a marketing activity: programs, campaign, or event.
MK7117
MK7004
MK7009
MK7011
MK0717
Define Marketing Medium

Determine which medium or channels for campaign
Define Audience Segments

Determine target segments based on results of Perform Analytics
Define Program
M Define the program: products, target audience, schedule, communications plan, channels, required collateral, responsibilities and resources, metrics, offers, campaigns and events.
Define Campaign
Manage Customer Lists
A
M
Define the campaign: products, segments, schedule, communications plan, channels, required collateral, responsibilities and resources, metrics, offers.
Create lists of target customers/prospects based on specific marketing activity objective, past results, and on Analytics to Insight
Enterprise Roles Marketing Manager VP of Marketing
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177
Insight to Campaign Plan (Page 2 of 2)
Business Flow
MK7015
MK7118
MK0731
MK7120
MK7005
Manage Marketing Activity Budget
Create Campaign Metrics

Define metrics by which campaign results will be measured
Specify Cross Sell and Up Sell Products

Defining the business rules for up sell and cross sell products that may promoted with offer
Define Promotions
M Defining offers and promotions which apply to products based on marketing tactics.
Manage changes to budget and revenue and expense allocations to budget.
Process of defining, developing and delivering marketing and sales collateral.
Execute Campaign to Event Execute Campaign to Direct Mail & Advertising Execute Campaign to Telesales Execute Campaign to Web Execute Campaign to Email Concept to Profitability
Enterprise Roles
Marketing Manager VP of Marketing
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178
What does it cover?

Analyse, Prepare and Plan Campaigns Automated budget Management Create and manage targeted lists (Targeted selections, Import and DeDuplication) More Efficient, higher velocity campaigns from automated campaign planning and execution
Who is affected?
Marketing Manager Marketers IT Departments CEO/CIO
Where is the ROI?

Improved Campaign Efficiency, higher Marketing ROI Tight Budget Control, lower variance Cost Efficient Channel Usage Improved marketing response rates Reduced Cost to Acquire Improved customer retention
Modules Licensed
OM, AOM, Discoverer
Return
179
Demo Script
Key Data
Script Combinations
11i8
Return
180
Business Flow
MK7103
MK7127
SL7017
MK0731
Insight to Campaign Plan Concept to Profitability
Import Customer Data and Lists

Process of importing lists from multiple sources, selecting target records and loading records.
Generate Target List

Generate previously created list in order to execute a telesales campaign
Develop Sales Interaction Scripts

M
Process of developing scripts to be used for telesales and telemarketing campaigns.
Process of defining, developing and delivering marketing and sales collateral.
MK7155
MK0737
Load Leads
KPI Process of loading qualified leads and customer records from previous phases of current campaign or previous campaigns
Inbound Call to Lead Concept to Profitability
Process of collecting, reporting and analyzing marketing activity results
Enterprise Roles Marketing Manager Database Marketing Manager
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181
What does it cover?

Analyse, Prepare, Plan and Execute Call Center Campaigns Define Scripts Define cross sell / upsell options Budget Management Create and manage targeted lists (Targeted selections, Import and DeDuplication)
Who is affected?
Marketing Manager Marketers IT Departments CEO/CIO Call Center Manager
Where is the ROI?

Improve Campaign Efficiency /Marketing ROI Improved Marketing Response Rate Improved Cross Sell Revenue Improved agent productivity (number of quality leads passed from call center agents, Increased number of calls per day, improved close rate on those increased calls, and increased deal size on the increased calls) Tight Budget Control Cost Efficient Channel Usage
Modules Licensed
OMO, MI, AOMO, Advanced Inbound, Advanced Outbound, Scripting
Return
182
Demo Script

1. 2. Create and Execute Inbound Telemarketing Campaign Prospect Identification to Lead Generation
Key Data
Script Combinations
11i8
Return
183
Business Flow
MK7141
MK7142
Create Web Content

Create content to be placed on Web
Create Personalized Product Recommendations M

Generate previously created list in order to execute a telesales campaign
MK7143
MK7144
Define Web Content Location
Create Web Placement
Define the placement for the Web Content created
Create placement for the Web Content created
MK7012
MK0737
Execute Campaign
KPI Customer receives marketing contact either email, direct, telesales, clicks on banner add or goes to Web site
Concept to Profitability Registration to User Access Catalogue to Assembled Content Web Prospect to Shopping Cart
Assess Campaign results
Enterprise Roles
Marketing Manager Web Store Administrator
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184
What does it cover?

Execute Web Marketing Campaigns Set up / personalize Postings and Rules Analyze results
Who is affected?
Marketing Manager Marketers IT Departments CEO/CIO Web Manager
Where is the ROI?

Improve Campaign Efficiency / Marketing ROI Reduced cost per contact / cost to acquire Cost Efficient Channel Usage Improved customer retention Cost reduction from unassisted selling, customer cost of order errors, order abandonment
Modules Licensed
OMO, AOMO, Discoverer
Return
185
Demo Script

1. Customer Install Base Analysis to Cross-Sell/Up-Sell
Key Data
Script Combinations
11i8
Return
186
Business Flow
MK7129
MK7130
MK7127
MK7131
Create Email Trigger

Set conditions for initiating the email campaign
Create Email Content and Define Preferences

Create email content and define preferences
Generate Target List

Generate previously created list in order to execute a email campaign
Create and Execute Mail Merge

Create and Execute the mail merge to prepare emails for sending
MK7132
MK0737
MK7128
Send Email to Target List

KPI Execute email with offer URL or response instructions send to target list
Pass Responses For Lead Qualification

Pass responses for qualification to Lead to Opportunity process Assess Campaign results
Lead to Opportunity Concept to Profitability
YES
NO Subsequent Campaign Trigger ? Enterprise Roles Marketing Manager Marketing Representative
Execute subsequent campaign based thresholds set by trigger then send email to target list
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187
What does it cover?

Execute eMail Marketing Campaigns Budget Management Create personalized eMail content Create and manage targeted lists for email campaigns (Targeted selections, Import and DeDuplication) Set triggers for automatic subsequent email campaign execution
Who is affected?
Marketing Manager Marketers IT Departments CEO/CIO Call Center Manager
Where is the ROI?

Improve Campaign Efficiency / Marketing ROI Reduced cost per contact / cost to acquire Tight Budget Control Cost Efficient Channel Usage Improved customer retention
Modules Licensed
OM, AOM, Discoverer
Return
188
Demo Script

1. Prospect Import to Customer Acquisition
Key Data
Script Combinations
11i8
Return
189
Business Flow
MK7013
MK7122
MK7123
MK7124
Define Event
Define Event: Products, segment, schedule, location logistics, communications plan, required collateral, responsibilities and resources, metrics, offers.
Create Event Deliverables

Create Collateral and Deliverables for Event
Execute Event Offer

Communicate offer either email, direct, telesales, web, etc. to attract potential attendees to register for an event
Manage Event Registration

Capture prospect / customer information to register attendees for the event
MK7014
MK7125
MK7126
Execute Event
KPI Manage and perform the activities which roll out the event.
Analyze Event Results
Pass Registrants/ Attendees as Leads

Pass registrants / attendees to Lead to Opportunity process
Lead to Opportunity Concept to Profitability
Assess Event results
Enterprise Roles
Marketing Manager Marketing Representative
Return
190
What does it cover?

Plan and execute marketing events Attract and track registrants and attendees via Web, Mail, Phone and Direct Marketing Budget Management Response Management Analyse event results
Who is affected?
Marketing Manager Marketers IT Departments
Where is the ROI?

Improve campaign efficiency, Marketing ROI Improved Budget Control / variance Cost Efficient Channel Usage Improved event response and order rate
Modules Licensed
OM, AOM, Discoverer
Return
191
Demo Script

1. Marketing Online - Event Logistics Management
Key Data
Script Combinations
11i8
Return
192

Business Flow
CS7040
yes Identify Solution?
CS7035
KPI
Maintain Knowledge KPI Repository

Update Knowledge Base with information on the successful solution
CS7043
CS7047
no
Create Charge Order

Process Charges for Service (if no entitlement) Apply charges
KPI
Escalate an open service request to a supervisor or a solution expert.
CS7044
KPI
OF1079

issue an RMA to authorize a customer request to return a product
Apply the solution or perform the requested service Close the service request (CSR or CSM)
Quote to Warranty/Extended Warranty Service Request to Contract Service Request to Intelligence Customer Invoice to Cash
Service Request to Exchange
Enterprise Roles Customer Service Representative Customer Service Manager
Return
193
What does it cover?

Service request interaction history Service request knowledge management Track problem resolution and escalate problems Initiate Return Material Authorizations Process charges for service
Who is affected?
Customer Customer Service Technical Service Consumer Complaints
Where is the ROI?

Increase customer retention Reduce cost of service by increasing customer service productivity Improve customer satisfaction Increase revenue from service
Modules Licensed
Teleservice Advanced Inbound (Option)
Return
194
Demo Script
Key Data
Script Combinations
11i8
Return
195
Business Flow
AM7503
AM7506
AM7510
AM7504
Identify Maintenance Strategy

Define requirements and frequency of use
Manage Asset Meters

Define meters, associate tasks, set-up suppression. Associate meters to activity
Create Planned PM
Generate list of tasks based on calendar and meter readings Generate work orders for scheduling based on maintenance policy
Execute Weekly PM Requirements

Execute weekly PM as required.
AM7511
AM7505
AM7512
Review Unplanned Requirements

Work order created to authorize work or task definition
Create PM Forecast
Create Maintenance Plan

Create list of planned work orders Constraints (resources, tools, items, equipment, shutdown, tag-out, etc) identified and actioned
Plan to Project Budget Forecast to Plan Maintenance Plan to Schedule
Create forecast for unplanned PM tasks
Enterprise Roles Maintenance Planner
Maintenance Employee
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196
What does it cover?

Creating a Preventive Maintenance Strategy Maximizing Resource Availability Optimizing Scheduling and Resource Efficiency Minimizing Rework Ensuring Regulatory Compliance Increasing Workplace Safety
Who is affected?
Maintenance Planner Maintenance Manager Maintenance Supervisor Maintenance Employee Inventory Planning Manager Outside Vendor Quality Manager
Where is the ROI?

Improve Productivity Improve Safety Increase Wrench Time Reduce Capital Decrease Surplus Stock Reduce Unit Costs Reduce Unplanned Downtime
Modules Licensed
Oracle Enterprise Asset Management Oracle Human Resources Oracle Projects Oracle Financials
Return
197
Demo Script

1. Planned Maintenance Definition and Execution
Key Data
Script Combinations
11i8
Return
198
Business Flow
AM7500
YES Capital Project? Concept to Release Plan to Project Budget Assets to Depreciation
KPI
Determine Asset Requirements
AM7501
Asset can be production or plant equipment, property, capital equipment, or capital program.
Create Asset
Receive, create, and/or instantiate the asset, including identification of ownership and costs.
NO Requisition to Receipt-Indirect Assets to Depreciation
AM7502
AM7503
Identify Asset Attributes

Add attributes and associations such as Fixed Asset, Production Asset, etc. Add asset to hierarchy Add attributes such as schedules, meters, etc.
Identify Maintenance Strategy

Determine maintenance and spares strategy. Confirm resource levels, training programs and budget management.
Enterprise Roles Product Manager Facilities Manager Employee Maintenance Manager
Maintenance Supervisor
Return
199
What does it cover?

Who is affected?
Where is the ROI?

Modules Licensed
Return
200
Demo Script
Key Data
Script Combinations
11i8
Return
201

Asset to Maintenance Plan Signal to Replenishment Assess to Progress Strategic Staffing to Hire Payroll to Payment Plan to Project Budget Schedule to Maintain
Business Flow
AM7513
AM7527
AM7515
AM7516
Determine Asset Availability

Review production orders, property usage/hours, shutdown/holidays etc. in order to determine asset availability.
Manage Work Request Process

Create a work request, approve the work request, and associate the work request to a work order.
Schedule and Resource Asset

Perform constraint based scheduling, what-if analysis, and adjustment of variables (overtime, contract labour, deferrals, etc.)
Create Maintenance Schedule

Schedule work orders, identify dependencies, and identify resources (People/ Equipment/ Parts)
Schedule to Maintain Signal to Replenishment Assess to Progress Strategic Staffing to Hire Payroll to Payment Plan to Project Budget
Enterprise Roles Maintenance Planner
Maintenance Supervisor
Return
202
What does it cover?

Who is affected?
Where is the ROI?

Modules Licensed
Return
203
Demo Script
Key Data
Script Combinations
11i8
Return
204
Maintenance Plan to Schedule Assess to Progress Schedule to Build Maintain to Improvement
AM7517 AM7526
Business Flow
KPI
Manage Asset Tasks
AM7524
Manage Resources
Review availability of resources material resources, and parts
Issue Maintenance Work Order

Issue Maintenance work order
NO Work Performed Internally YES Subcontract to Pay
Review individual asset schedules and priorities.
HR1318
Manage Time and Attendance

Record actuals for payroll connectivity.
AM7518 AM7520
Execute Asset Tasks

Execute individual daily work schedule by department, skill, employee.
Manage Maintenance Records

Record the time taken, materials used, meter readings, inspection data, and project performance.
AM7519
Maintenance Plan to Schedule Maintain to Improvement Analysis to Project Closure Assets to Depreciation Time Collection to Payroll Processing
Manage Maintenance Work Order

Manage the operation and work order completions. Record time spent, meter readings, inspection data Handover uncompleted tasks
Enterprise Roles Maintenance Employee Maintenance Manager Maintenance Planner Maintenance Supervisor Quality Manager
Return
205
What does it cover?

Who is affected?
Where is the ROI?

Modules Licensed
Return
206
Demo Script
Key Data
Script Combinations
11i8
Return
207
Business Flow
AM7520
AM7521
AM7522
AM7523

KPI Review the production outputs, sales results, service requests, tenancy records, etc..
Review Business Records
Review Asset Performance

Determine asset performance history, RCM/Trend analysis, predictive analysis, KPIs, etc..
Develop Enhanced Maintenance Strategy

Develop business and process improvement around areas such as PM tasks, stock levels, training plans, etc..
Enterprise Roles
Director of Manufacturing Maintenance Planner Production Supervisor Maintenance Manager Financial Analyst Inventory Control Manager Maintenance Supervisor
Quality Manager
Return
208
What does it cover?

Who is affected?
Where is the ROI?

Modules Licensed
Return
209
Maintain to Improvement Maintain to Improvement Which demo scripts map to this flow? Maintain to Improvement
Demo Script
Key Data
Script Combinations
11i8
Return
210
Subcontract to Pay
Business Flow
Schedule to Maintain Schedule to Build Assets to Depreciation
AM7525
AM7520
Perform Collaborative Maintenance

Use electronic notifications, online access to Purchase Orders, Work Orders, and attachments. Perform asset data entry. Complete invoice and payment tracking.

Requisition to Receipt-Indirect
External Roles Outside Vendor
Enterprise Roles Maintenance Manager Maintenance Planner Maintenance Supervisor
Quality Manager
Return
211
Subcontract to Pay
What does it cover?

Who is affected?
Where is the ROI?

Modules Licensed
Return
212
Subcontract to Pay
Demo Script
Key Data
Script Combinations
11i8
Return
213
Strategy to Change
Influencing Factors
HR0189 HR0249
Business Flow
Prepare the Changes
HR0223 HR0221
Develop Staffing Strategy

(De) Mergers Acquisitions Layoffs Policy Change Budget Periodic Review
Manage External Events

Union Legislation Market Forces
Optimize Organization
Jobs Positions Reporting Relationships Organization Hierarchies
Define Organizational Competence Reqt

Competence framework Requirements
Identify Resources
see Hire to Retire Flow
Implement the Changes
HR1259
HR1232
Manage Organizational Events

Deploy Promote See Employment life cycle flow
Recruit to hire
See Recruit to hire flow
Manage Worker Termination

Terminate reason End Benefits
Vision Corporation HR Specialist HR Administrator HR Director Employee
Line Manager
Return
214
Strategy to Change
What does it cover?

Manages organizational structure change Ability to hold Multiple Organisational structures past and present Drag and drop re-organisations Graphical representation of Hierarchies and Structures Change consistently across all applications throughout the Organisation Used for all authorisation processes iProcurement, iexpenses etc.
Who is affected?
HR and Payroll Finance Employees Line managers
Modules Licensed
Core HR + Self-service HR intelligence
Where is the ROI?

Single Administrative point for Organisational structures across all e-HR Applications Lower cost of ownership
Return
215
Strategy to Change
Demo Script
Key Data
Script Combinations
11i8
Return
216
Recruit to Hire
Staffing Strategy
HR0191 HR1310
Business Flow
Recruitment Campaign
HR1221 HR1248 HR1222
Determine Staffing Requirement

Organizational Changes Leavers Plan Staffing
Administer HR Budgets
Identify funding Identify headcount
Initial Job Requisition

Establish Vacancies Create Jobs/positions Assign competencies Obtain Approvals
Define Recruitment Strategy

Website Job Boards Agencies Adverts Job Fairs
Publicize Openings
Create Vacancies Assign Salary Assign Benefits Post Vacancies
Collect Candidates
HR0198
Applicant Management
HR0195 HR0196 HR0198
Enter and Track Applicants

WEB applications Prior Applicants Agency referrals Internal applicants
Match Applicant to Opening

Background checks Skills and Competencies Qualifications Identify Applicants
Manage Applicant Assessments

Interviews Medicals Psychometrics References
Enter and Track Applicants

Applicant Status Letters Reminders
HR0197
Vision Corporation
Manage Offer Process

Mass updates Retain on file Reject Letters
Applicant HR Specialist HR Administrator Line Manager
Offers and Contracts
Place Workers
Recruitment Analytics
HR1250
HR Director Employee
HR0197
HR1225
HR0192
Manage Offer Process

Offer letter Acceptance
Establish New Worker
Manage New Worker
Evaluate Recruitment Activity

Measure effectiveness
Payroll Clerk Payroll Manager
Terms and conditions Document Generation 3rd party notifications
x Employment lifecycle
Return
217
Recruit to Hire
What does it cover?

Development of staffing strategy through Organisational and competency based knowledge Building a Talent Pool Identifying and Managing Applicants into Vacancies Integrated, workflow Management of the Collaborative Community (Managers, Resourcing Professionals & Candidates)
Who is affected?
HR/recruitment External agencies Line managers Employees and applicants
Where is the ROI?

Low ratio Recruiters to Staff Lower Agency and sourcing costs Better placement of new Staff (Lower attrition)
Modules Licensed
Core HR & HRMSi & SS I-Recruitment
Return
218
Recruit to Hire
Demo Script

1. Recruit to Hire
Key Data
Script Combinations
11i8
Return
219
Hire to Retire
Establish Workers
HR1225 HR1225
Business Flow
Benefits
Capture Personal Details
Addresses Phone numbers Contacts Dependants Visa Equal Opportunities
HR0253 HR1223

Employee Number Security and Access Notifications Mandatory training
Deploy Workers
Organisation Grade/Step Job/Position Location Salary.
Maintain Employee Payroll Data

Taxation Legislation Social Legislation Bank Details Payroll related data Pay employee
HR1253
HR1271
Record Worker Data

Qualifications Education Competencies Work Preferences
Manage Benefits Enrolment

Grant Benefits Payroll Adjustments Benefit Providers Flexible Choice
Change in Circumstances
HR0207 HR1311 HR1259 HR0249
Administer Life Event Changes

Personal Information Professional Information Life Events Payroll Changes
Manage Employee Performance

Appraisal Assess Performance Assess Competence Training Promotion
Manage Organisation Events

Mergers Acquisitions Layoffs Policy, Budget
Manage External Events

Government Unions Taxation Market Forces
Vision Corporation HR Specialist HR Administrator
Implement Employment Changes

HR0226 HR0204 HR1232
Line Manager
Manage Career Activities

Change Details Promote Transfer Grade Step
Maintain Benefits Plan

Salary Bonus Benefits Payroll Changes Taxation

Suspend Terminate Retrieve Assets End Benefits Pay Employee
HR Director Employee Payroll Clerk Payroll Manager
Return
220
Hire to Retire
What does it cover?

Employment lifecycle Transactional end to end employment and life changes Hire to Retire Corporate and Management Governance (Information) HR Administrative Data e-HR - Single point of information Basis for Transformation
Who is affected?
HR and Payroll Employees Managers Board members
Modules Licensed
Core HR & Self Service
Where is the ROI?

HR Admin : Staff Ratios 1:150 Data Accuracy Strategic decisions Ease of Integration
Return
221
Hire to Retire
Demo Script
Key Data
Script Combinations
11i8
Return
222
Compensate to Compete 1 of 2
Define Benefits Policy
HR0203
Business Flow
Enrol Employees
Define Benefits Structure

Programs Plans Options
HR1229
HR1271
HR1233
HR0203
HR1271
Price Job and Pay Structures

Age Other Criteria Fast Formula Rules Length of Service
Manage Benefits Enrolment

Notify Employee Set Dates
Manage Work and Life Events

Birth Marriage Divorces Death
Maintain Benefit Plan

Premiums Rates Coverage Flexible Coverage
Manage Benefit Enrolment

Standard Benefits Or Flexible Benefits Change Choices Benefits Service Centre Self Service
Process Benefits
HR0209
Manage Leaves and Absences

Absence control Paid Time-off Accruals
HR1223
HR1321

Auto Deductions & Earnings
Administer 3rd Party Vendor Relationships

Employees enrolled Premiums Car Leases Others
Compensation Planning
HR0201
Administer Compensation
HR3241
Line Manager HR Director
Perform Compensation Planning

Salary bonus, allowances Grade Structures Min-Max Comp Rates Budgets
Manage Total Compensation

Mass Changes Individual Changes Calculation Factors Devolved Responsibility
Continued on Page 2
Employee Payroll Clerk Payroll Manager
Return
223
Compensate to Compete (2 of 2)
Define Compensation Planning
HR1270 HR0201
Business Flow
Commence Employment Administer Employment
HR1225 HR1321
Return to Page 1
Perform Compensation Surveys

External survey HR Intelligence Market Positioning
Perform Compensation Planning

Benefits Cars, Health Regular Salary,Rates Irregular Bonus, stock

Benefits Enrolment Salary/rate allocation Commission plan
Administer 3rd Party Vendor Relationships

Insurance providers Stocks providers Others
HR3241
Manage Total Compensation
Compensation Events
HR0207 HR0204
Administer Life Event Changes

Life Events Salary/rate increments Bonus/stocks award
Maintain Benefits Plan
Payroll Bureau Time sheets
Alter Benefits selections Salary budget distribution Bonus/stock allocation
Terminate Employment
HR1232
Evaluate Benefits Policy

HR0245
Line Manager HR Director Employee Payroll Clerk

Finalize Benefits Final s alary adjustments Pay in lieu of notice Outstanding payments Post termination payment
Define HR Policies
Measure retention Analyse recruitment effectiveness See separate flows
Payroll Manager
Return
224
What does it cover?

Total compensation process Definition and Management of any Standard Benefits (Core HR) Set up of Flexible Benefits (OAB) Enrolment and elections Cafeteria style Self-Service Benefits Benefits Service Centre Linkage to and Management of Assets Integration Out of the Box Benefits supplier extract facility
Who is affected?
Comp & Ben manager Employee Manager
Modules Licensed
Core HR + Self-Service OAB
Where is the ROI?

Reduce cost of Flex by 60% Reduce absence and attrition Greater value from Benefits Strategic purchasing of Benefits
Return
225
Demo Script
Key Data
Script Combinations
11i8
Return
226
Administer to Pay
Capture Compensation Changes
HR1223 HR0089
Business Flow
Capture Payroll Changes
HR1223 HR0088
Collect Temporary Data

HR2108 SL0789

Self Service Name, Address Bank Details Benefit Elections
Manage Compensation Awards

Self Service Salary Awards Bonus Distribution Stock Options

New Starter Indicative Data Additional Earnings Additional Deductions
Manage Employee Legislative Payroll Data

Country Specific Legislative Data Flags and Indicators Rates and Bands EDI
Enter Time
Self Service Clocks Timekeeper Bulk entry
Calculate Commission
Sales Plans Commission plans
Retro Pay
HR1224
Process Payroll
HR1319 HR3234
Payroll Bureau
Validate and Reconcile Payroll
Catch errors Correct errors early
HR1319
Process Tax Year End

HR1245
Make Retro Active Changes

Back Pay Compensation Flexible Benefits

On-Line Batch Continuous Calc. Net to Gross Legislative

Third Party Payroll Check Results Payments
Manage Quarter and Year End Process

EDI Tax Codes Update Employee
Disburse Pay
HR1216 HR3234
Post Costs
HR3235
Vision Corporation HR Specialist HR Administrator Line Manager Employee
Perform on Demand Check Process
HR1242
Manage Payment Distribution

Pre Payments Cheque EFT Cash
Validate and Reconcile Payroll

On-line payslip Statutory reports Payroll Summary Reconciliation Audit Trails
HR1240
Manage Wage Attachments

Charity Donations Court Orders
Perform Payroll Costing

Standard process to Transfer to GL
Payroll Clerk Payroll Manager
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227
Administer to Pay
What does it cover?

Accurate, on-time Payment of Workers
Full Time, Part Time, Contractors, Pensioners, Occasionals
Who is affected?
HR department Payroll Employees Line managers
Flexible Rule-basis for any type of Calculation Retropay, continuous calculation, net to gross, proration, advance pay Same centre of data with HR Insource or Outsource options Full statutory support
Modules Licensed
Payroll Time & Labour, HR, OAB, Financials, Expenses
Where is the ROI?

Reduce Ratio of Admin: Worker Reduce peaks & troughs Enhance flow of data HR Payroll Key integration with HR
Return
228
Administer to Pay
Demo Script
Key Data
Script Combinations
11i8
Return
229
Assign to Schedule
Project resource Management
PM5734 PM5752
Business Flow
Assign people to work schedule
HR2102 HR2103 HR2105
Evaluate Resource
Team schedule Competencies
Commit Resource
Notify Team Member Units
Define Time Entry Parameters

Compensation Plans Eligibility Absence Types Accrual Rules Entitlements
Define and maintain schedules and shifts

Shifts Work Patterns
Manage Worker Time Entry Parameters

Place person on Work Schedule
Vision Corporation
Record Time
HR2108
Auto
Validate Requests
Leave Balance
Auto
HR Specialist
HR2108 HR2115
Enter Time
Holiday Sick Sabbatical Project and task Approve
Adjust Time Entered

Individual Timekeeper Checking Batch Data Entry Adjustments, Requests
Approve Time Entered

Mass Approval
HR Administrator Line Manager Employee Payroll Clerk Payroll Manager Accounting
Process Time
HR1318
Process Costs/Charges
Auto
HR3233 HR1319 PM5857 PM5860
Manage Time and Attendance

Overtime Trend Costs of Scheduled Unscheduled absence
Post to Payroll

Gross up Taxation Payments

Billing Costing Utilisation
PM5869
Rostering Reconciliation events Time Calculations Update time balances
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230
Assign to Schedule
What does it cover?

Single Self-service and entry and record of time for the whole enterprise Entry of Time for: Financial Management Client / Customer Billing Payment to Workers Expenses Time policies, work schedules & shifts
Who is affected?
HR and Payroll Project Managers Employees Line Managers
Modules Licensed Where is the ROI?

Better efficiency & customer satisfaction Decrease Admin to Staff ratio Accurate recovery of time Manager productivity (Authorisations) Time & Labour Payroll, Projects, Financials,
Return
231
Assign to Schedule
Demo Script
Key Data
Script Combinations
11i8
Return
232
Demand to Build Discrete

Master Scheduling
PF0006 PF1153
Business Flow
Manufacturing Scheduling
PF1757 PF1154 PF1161 OP1164
Review Orders
Generate MPS
Manage Production Plan

*Manufacturing Scheduling gives graphical results *Quick and accurate *Review the entire manufacturing operation
Generate MRP
Schedule Shop Floor

Analyze Shop Floor Schedule Adjust Shop Floor Schedule Simulate Shop Floor Plan Implement Revised Shop Floor Plan
Total demand is brought together into a Master Plan Plan details where product will be assigned Schedules will be forwarded to various facilities Suppliers will receive POs with delivery schedule
* Run MRP
*Mobile Manufacturing *Forms *Scheduling Workbench
OP0679 OP0685 OP1210
Issue Work Order for Manufacture

The Plant Manager issues Work Orders to shop floor for manufacture Review constrained plan
Issue Material to Work Orders

Pick material and issue to work order for assembly
Execute & Record Operations Activity

Plant personnel manufacture/ assemble, and record manufacturing operations Request Kanban replenishments
Outside Operations Reqd?
Outside Processing
OP1949
OP1167 OP1211 OP1710
Execute & Record Outside Operation Activity

*Enter Quality Data *Change Capacity *Change Promise Date
Record Completions
Move Completed Assemblies to Stock

Move completed assemblies to stock for future use
Enterprise Roles Demand Planner Planner Shop Floor Manager
Plant personnel complete and record discrete job work orders. Record lot, serial information
*Import Quality Data *Approve Schedule Changes *Review changes in capacity
Inventory Control Manager Document Control Clerk Quality Manager
Return
233
What does it cover?
Who is affected?
Where is the ROI?
Modules Licensed
Return
234
Demo Script

Demand to Build
Key Data
Script Combinations
11i8
Return
235
Production Planning - Discrete

Forecasting and Demand Management
Business Flow
The Planner defines forecast method by item and generates forecasts.
The Planner modifies the forecast as required based on input from various Company sources (Sales, Mfg., )
The Planner coordinates review & approval by appropriate parties.
The Planner releases the forecast & communicates it to appropriate Company parties.
Consume forecast with sales orders.
Review Mfgs ability to meet forecast production requirements thru use of RCCP capabilities.
Production Planning
Capacity Planning
Revise MPS as required to meet Customer Order requirements.
Run MRP to identify adequacy of inventory, purchase requirements.
Publish the MPS to the shop floor and purchasing departments.
Calculate Resource Requirements for the entire production plan.
Review detailed resource utilization plan. Adjust resources and production plan.
Vision Corporation Demand Planner Production Planner
Material Manager
Return
236
What does it cover?
Who is affected?
Where is the ROI?
Modules Licensed
Return
237
Demo Script
Key Data
Script Combinations
11i8
Return
238
Requisition to Pay - Discrete

Supplier Management Requisitions
Business Flow
Purchase Orders
Roles
Purchase Agent Purchase Manager
Enter and Manage Supplier Information
Select Suppliers for requisitions
Receiving Clerk
Accounts Payable Clerk
Approvals
Payables Manager Requisitioner Inventory Clerk

Inspector
The purchase manager approves the purchase order. The purchase order is sent to the supplier.
Accept or reject materials at the receiving dock.
If required, inspect material before moving to inventory.
Quality Management
Inventory Management
Supplier Invoices
Accounts Payable
If Material fails inspection, impound material.
Manage the disposition of impounded material.
Move the material to the warehouse.
The AP clerk matches the invoice against the PO and/or receipt. The invoice is approved for payment.
The invoice is approved by the payables manager. The payment is sent to the supplier.
Return
239
What does it cover?
Who is affected?
Where is the ROI?
Modules Licensed
Return
240
Demo Script
Key Data
Script Combinations
11i8
Return
241
Work Request/ Event generation
AM7519 AM7510 AM7527
Business Flow
AUTO Manage Work Request Process
Planning
AM7512
Vision Corporation Asset Owner Maintenance/Planning Work Resource Management AUTO = Workflow Managed
Manage Maintenance Work Order Location, Asset ID Owner Action/Activity Current Work Alert Condition Based Alert
Create Planned PM Work Order Types, Owners, Locations, BOMs, Standards, Copies, Asset, Components PMs Pre-plans
Create Maintenance Plan Task level planning Dependent Steps
Scheduling
AM7514
Managing Schedules and Forecasts

AM7518
Update Schedules
AM7519
Close out
AM0085
Determine Material Demand Components PO details Item status Location Services & Rentals Receipt
Execute Asset Tasks Workbench Filters for Folders Forecasted PMs Available Resources WO Generation
Iterative
Manage Maintenace Work Order Time Entry, RCM Data Meter Readings Inspection Data/Notes Component/Position
Close Work Order Work Complete
Analyse Asset Performance

AM7515 AM7516 AM7517 OBM ID# AM7522
Schedule & Resource Asset Individuals, Teams
Create Maintenance Schedule Assigned Owner Crew, Craft & Skill Search/Selection Duration Contractors
Manage Asset Tasks Asset Schedule/Availability Capacity Performance Work Impact on Production Future Work Budget Impact
Asset History
Review Asset Performance Design Capacity Actual performance RCM Analysis Predictive maintenance
Cost History Work History Event Tracking Movement Tracking
Return
242
What does it cover?
Who is affected?
Where is the ROI?
Modules Licensed
Return
243
Demo Script
Key Data
Script Combinations
11i8
Return
244
Property Creation to Lease Operation

Lease Administration
RE2202 RE2214
Business Flow
Space Management
RE2203 RE2226
Site acquisition Create properties Regions, locations Land Building
Lease Abstraction Create leases Locations, contacts, insurance, options, rights, obligations
Site Identification Reports allow to identify unoccupied spaces
Assign space Empty office is assigned to an employee
Calculate Payments
RE2219 PR1022
Generate Financial Accounting
Calculate Landlord payments Prepare payments Use lease events Planned payments can be rejected
Issue Supplier Payments Transfer to AP Generate payment
FM1118
FM1940
Enter Journals Accounting for lease expenses and payments
Generate Internal Reports Validate employee cost allocation Validate rent expense
Lease Administration
RE0087
RE2218
RE0084
Vision Corporation
Renew/Amend Lease Lease renewal option must be exercised
Calculate lease Amend lease Change rent Change end date
Generate new lease Amended lease is automatically generated
Property Administrator Lease Administrator
Return
245
What does it cover? Create properties (land, building, spaces) Define properties (equipments, services) Assign employee to an office Define third parties role (landlord, tenant) Create lease for a property Define lease milestones Generate payments at milestones
Who is affected? Employees Cost centre managers Accounts Payables clerks Real estate Manager CFO
Where is the ROI? Improved cost monitoring Improve space management Reduction of admin workload
Modules Licensed Property Manager Accounts Payables General Ledger
Return
246
Demo Script

1. Asset to Property Lifecycle - Property Creation to Lease Operation
Key Data
Org = Vision Operations User = OPERATIONS Responsibilities = Property Manager, Vision Operations (USA) Payables, Vision Operations (USA) General Ledger, Vision Operations (USA)
Script Combinations
11i8
Return
247
Demand To Build - Process

P/MPS
PF0006 PF1771
Business Flow
P/MRP
PF1757 PF1764
Production Execution
PF1763 OP1778
Review Orders
Generate MPS
Manage Production Plan
Generate MRP
Schedule Shop Floor
Total demand is brought together into a Master Plan Plan details where product will be assigned Schedules will be forwarded to various facilities Suppliers will receive POs with delivery schedule
*MRP Schedules will provide material call off as production batches *Quick and accurate *Review the entire manufacturing operation
*Mobile Productiuon *Forms *Production Workbench
Operation Control Processes

OP1780 OP1776 OP1778
Create Production Orders

Create and maintain production orders directly, via the MRP Action Messages or via conversion from a Firm Planned Order. Refer to Identify Shortages procedure.
Allocate Material
The process of allocating raw material and packaging material to production (for the non automatically allocated materials).
Record Consumption of Component Material

Complete the Batch Input form to declare the consumption of the various materials, not auto released or backflushed.
OP1781
Enterprise Roles Demand Planner Planner Shop Floor Manager

Record the finished goods produced on the Batch Output or Partial Certification form. Assignment of a lot/sublot if relevant. Report continuous flow production with incremental backflushing.
Inventory Control Manager Document Control Clerk Quality Manager
Quality
OP1834 PD1794 OP1835
Operation Control Processes

MM1816 OP1785 OP1770

Create samples to be tested by the Quality Department.
Report Quality Results

Manage products which have successfully passed the Quality tests and report the test results.
Maintain Quality Review Results

Enter results against a sample and its specifications.
Put Away Material

Return to the storage area materials which have not been used during the process.

If POC is used, record all resources used (machine + labor) during production.

Certify and close a production order. Reference variance calculations to MAC (say what the close represents).
Return
248
What does it cover?
Who is affected?
Where is the ROI?
Modules Licensed
Return
249
Demo Script

1. Demand to Build - Process Manufacturing
Key Data
Script Combinations
11i8
Return
250

Business FLows - Best Practice

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Business FLows - Best Practice

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Oracle Business Flows

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

Oracle Business Flows: Demo Scenarios

Problem to Prevention Enterprise Management People to Paycheck

Accounting to Financial Reports

Back Office Return

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Scenarios: Concept to Release

Design to Release (Discrete)

Concept to Release Design

Concept to Release Proposal

Product Development and Maintenance (Process)

Flow Scenario Under Review

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Scenarios: Forecast to Plan (Discrete)

Forecast to Plan With Inventory Optimization

Forecast to Plan with Manufacturing Schedule

Forecast to Plan Generic

Flow Scenario Under Review

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Scenarios: Demand to Build

Demand to Build (Process)

Demand to Build (Discrete)

Product Planning (Process)

Manufacturing Execution (Discrete)

Production Execution (Process)

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Scenarios: Procure to Pay

Procure to Pay Main

Requisition to Pay (Process)

Requisition to Pay Indirect

Requisition to Pay Direct

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Scenarios: Problem to Prevention

Asset to Maintenance Plan

Maintenance Plan to Schedule

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Flow Scenarios: Campaign to Lead

Insight to Campaign Plan

Execute Campaign to Event

Execute Campaign to Telesales

Execute Campaign to Web

Execute Campaign to Email

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Flow Scenarios: Lead to Order

Shopping Cart to Contract

Opportunity to Order Contract

Click to Order Contract

Opportunity to Forecast to Management Rollup

Oracle Business Models: Demo Scenarios

Copyright Oracle Corporation, 2002. All rights reserved.

High Level Demo Scenarios: Contact to Resolution

Inbound Call to Depot Repair Exchange

Service Request to Entitlement

Service Entitlement to Resolution