![FLEXFIELDS
• A flexfield is a field made up of segments.There are two types of flexfields: Key flexfields and Descriptive flexfields.
• Key flexfield appears on your form as a normal text field with an appropriate prompt.
• A descriptive flexfield appears on your form as a two-character-wide text field with square brackets [ ] as its
prompt.Two types of Segments – Global and Context sensitive.
A global segment is a segment that always appears in the descriptive flexfield pop-up window (or page, for
HTML-based applications).
A context-sensitive segment is a segment that may or may not appear depending upon what other
information is present in your form.
• When opened, both types of flexfield appear as a pop-up window that contains a separate field and prompt for each
segment. Each segment has a name and a set of valid values.The values may also have value descriptions.
• Benefits:
Customize your applications to conform to your current business practice for accounting codes, product
codes, and other codes.
Customize your applications to capture data that would not otherwise be tracked by your application.
Have "intelligent fields" that are fields comprised of one or more segments, where each segment has both a
value and a meaning.
Rely upon your application to validate the values and the combination of values that you enter in intelligent
fields.
Customize data fields to your meet your business needs without programming.
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Oracle ERP EBS Introduction Presentation
- 2. AGENDA • What is ERP? • Popular ERP Products • Oracle EBSVersion Release History • Oracle EBS R12.2 Footprint • Oracle EBS Essentials • Flexfields • Oracle Workflow • Multi-Org • Basics of Sys Admin • Overview of SLA • OUM • Oracle Support 2
- 3. WHAT IS ERP? • Enterprise resource planning (ERP) refers to a type of software that organizations use to manage day-to-day business activities such as accounting, procurement, project management, risk management and compliance, and supply chain operations. • A complete ERP suite also includes software that helps plan, budget, predict, and report on an organization’s financial results. • By collecting an organization’s shared transactional data from multiple sources, ERP systems eliminate data duplication and provide data integrity with a single source of truth and accurate, real-time data reporting. • On-Premise ERP / Cloud ERP systems are hosted on remote servers and accessed through the internet. ERP solutions have evolved over the years, and many are now typically web-based applications that users can access remotely. • Benefits of using ERP Improves Accuracy and Productivity Improves Reporting Increases Efficiency and Collaboration 3
- 4. ERP PRODUCTS • Oracle E-Business Suite • Oracle NetSuite (Acquired by Oracle) • Microsoft Dynamics • SAP S/4 HANA • JD Edwards (Acquired by Oracle) • PeopleSoft (Acquired by Oracle) • Oracle Cloud 4
- 5. ORACLE EBS VERSION RELEASE HISTORY • Oracle E-Business Suite started life as Oracle Financials in 1987. • October 1987: Oracle Applications Release 1 • November 1988: Release 3 - January 1989: Release 4 - May 1989: Release 5 • October 1989: Release 6 - May 1990: Release 7 - November 1990: Release 8 • June 1992: Release 9 - 1995: Release 10 • April 1998:– Feb 2006: Release version 11.0 .1 – 11.5.10.2 • Jan 2007 – Aug 2010 – Release version 12.0.0 – 12.1.3 • Sep 2013 – Nov 2023 – Release version 12.2.0 – 12.2.13 • CurrentVersion R12.2.13 5
- 7. ORACLE EBS ESSENTIALS • Multi-Tiered distributed framework • Three-Tiered architecture DatabaseTier Application Tier (MiddleTier) Client Tier (Desktop Tier) – Access to user interface via aWeb browser. • A machine may be referred to as a node in group (cluster) of computers. Each tier can consist of one or more nodes and each node can potentially accommodate more than one tier. • A service is a process or a group of processes that runs on a single machine and provides a particular functionality. Web Service for HTTP requests Form services for Oracle Forms requests Concurrent Processing service for data-intensive processes 7
- 8. ORACLE EBS ESSENTIALS • Single Sign-On feature provides users to access Oracle EBS Applications through a single user ID without having to log in to each application separately. • As the single sign-solution for Oracle Fusion Middleware, Oracle Access Manager deals with user authentication (validating the user's identity). • Oracle Directory Services are needed to link the namespaces (user information repositories) employed by Oracle Access Manager and Oracle E-Business Suite respectively. Linking the namespaces ensures that a particular user logging in via Oracle Access Manager is the same user that is represented within Oracle E- Business Suite's own FND_USER repository. • Combining Oracle Access Manager and Oracle Directory Services. Users can access multiple Oracle E-Business Suite Release 12.2 instances (or a mixture of Oracle E-Business Suite Release 12.2 and other single sign-on enabled applications) by logging in only once (single sign-on). A user who logs out of one SSO-enabled application is logged out of all others as well.This is sometimes called single sign-out and improves security. Administrators and users can perform user management activities, such as account creation, deletion, at enterprise level. 8
- 9. FLEXFIELDS • A flexfield is a field made up of segments.There are two types of flexfields: Key flexfields and Descriptive flexfields. • Key flexfield appears on your form as a normal text field with an appropriate prompt. • A descriptive flexfield appears on your form as a two-character-wide text field with square brackets [ ] as its prompt.Two types of Segments – Global and Context sensitive. A global segment is a segment that always appears in the descriptive flexfield pop-up window (or page, for HTML-based applications). A context-sensitive segment is a segment that may or may not appear depending upon what other information is present in your form. • When opened, both types of flexfield appear as a pop-up window that contains a separate field and prompt for each segment. Each segment has a name and a set of valid values.The values may also have value descriptions. • Benefits: Customize your applications to conform to your current business practice for accounting codes, product codes, and other codes. Customize your applications to capture data that would not otherwise be tracked by your application. Have "intelligent fields" that are fields comprised of one or more segments, where each segment has both a value and a meaning. Rely upon your application to validate the values and the combination of values that you enter in intelligent fields. Customize data fields to your meet your business needs without programming. 9
- 10. FLEXFIELDS • Flexfield Qualifiers • A flexfield qualifier identifies a particular segment of a key flexfield. The application needs a mechanism other than the segment name or segment order to use for segment identification. Example:Accounting Flexfield – Balancing Segment,Account Segment. • Dynamic Insertion Dynamic insertion is the insertion of a new valid combination into a combinations table from a form other than the combinations form. User can enter a new combination of segment values using the flexfield window from a foreign key form. The flexfield inserts the new combination into the combinations table, even though the combinations table is not the underlying table for the foreign key form. • Other Features – Shorthand Aliases, Cross-Validation rules, Flexfield Value security,Value Sets 10
- 11. 11 FLEXFIELDS • Some Key Flexfields by Application Owner Name Oracle Assets Asset Key Flexfield Oracle Assets Category Flexfield Oracle Assets Location Flexfield Oracle General Ledger Accounting Flexfield Oracle Inventory Account Aliases Oracle Inventory Item Catalogs Oracle Inventory Item Categories Oracle Receivables Sales Tax Location Flexfield Oracle Receivables Territory Flexfield
- 12. 12 ORACLE WORKFLOW • Streamlined business processes play a critical role in the transformation to e-business.Workflow delivers a complete business process definition, automation, and integration solution. • A workflow is a set of business rules that can: Create accounting based on your requirements Route business documents internally for approval Initiate an outbound message (queue an approved purchase order for transmission to a supplier) Be started as a result of an inbound message (for example, an inbound Payables Invoice) Generate and send notifications that can be viewed from your personal home page or the Notifications Window Generate and send email to an email client (respond directly to notifications without accessing Oracle Applications)
- 13. 13 ORACLE WORKFLOW • Example: Requisition Process • The Requisition process is an example workflow process that is initiated when a user creates a new requisition to purchase an item.The Requisition process is based on two tables that store approval hierarchy and spending authority information. • When a user submits a requisition in this example, the process sends a notification to the next manager in the approval hierarchy to approve the requisition. If the spending limit of the approving manager is less than the requisition amount, the process forwards the requisition to the next higher manager in the approval hierarchy until it finds a manager with the appropriate spending limit to approve the requisition. Each intermediate manager must approve the requisition to move it to the next higher manager.When a manager with the appropriate spending limit approves the requisition, the process ends with a result of Approve. The process can end with a result of Reject if: Any manager rejects the requisition. The requisition amount is greater than the highest spending limit.
- 14. 14 MULTI-ORG • A server-side (applications and database) enhancement that enables single installation of Oracle Applications. Enables to logically partition application data in a single DB instance. • Keeps transaction data and some setup data separate and secure by different lines of business – Security Profile and MO: Profile Options • One to Many relationship between Ledgers, LE and OU • The Multi-Org enhancement provides features that enable you to: Support multiple business units even if they use different ledgers Secure access to data on a single instance by line of business Define different organizational models Sell and ship from different legal entities Procure and receive from different legal entities Produce reports across entities or within a single entity Access one or more operating units using single responsibility. Enhanced reporting capability using: Reporting-level parameter, Reporting context
- 15. 15 MULTI-ORG STRUCTURE • Business Group – Highest Level in Org structure, secures human resources information. Consolidated Enterprise Major Division • Legal Entity – A legal company for whichTax is filed. Legal Entity Configurator,Assigned to Ledgers. Balancing segments assigned to Les. Tax identifiers • Operating Unit – Org that uses Subledgers like Payables, Receivables Assigned to Ledgers and not Legal Entities Sales Offices, Departments etc Default Legal Context MO: Security Profile Option, MO: Operating Unit • Inventory Org: Org to track Inventory transactions and balances Warehouses, Manufacturing Plants
- 16. 16 BASICS OF SYS ADMIN • System Administration • The main responsibility of the system administrator is to control access to the application and to ensure that operations are secure and efficient. • Oracle E-Business Suite Security Function Security – Users, Custom Applications, Menus, Responsibilities, Functions Data Security – Objects, Grants, Permissions and Permission Sets , Data Security Policies Oracle User Management – User Creation, Responsibility creation, Role Based Access Control (RBAC), Delegated Administration. Concurrent Programs and Requests - Managing Concurrent Requests , Request Sets, Defining a Custom Concurrent Program. Administering Concurrent Managers - Concurrent Managers, Conflict Domains , Internal Monitors,Transaction Managers , Parallel Concurrent Processing. Profile Options - Personal ProfileValues , System ProfileValues, Profile Hierarchy Levels. Auditing System Resources - Auditing User Activity. Others – Printers setup, Oracle Applications Manager,Workflow configuration etc.
- 17. 17 OVERVIEW OF SLA • Oracle Subledger Accounting is part of the Oracle E-Business Suite and is an accounting service that: Derives the appropriate accounts to use for individual business events, such as sales, expenses, purchases, and others. Is in accordance with accounting rules that you establish in line with your compliance requirements. By means of a broad toolset, allows you to manage the rules, review their effect, and study their application. Oracle Subledger Accounting is an intermediate step in the accounting flow between subledger applications and Oracle General Ledger. Sub ledgers interface the data to SLA. SLA derives the accounting information and interfaces the data to GL. SLA gives the flexibility to manage the entire accounting rule at one place, which acts as a single source of truth for GL.
- 18. 18 OVERVIEW OF SLA • Oracle Subledger Accounting develops the accounting event for each transaction having a financial impact by applying a user-defined rule (Accounting Definitions) that you have defined for the event. Examples of accounting events include issuing an invoice and disposing of an asset. • An accounting definition, or business rule, is similar to this example: If product 'A' is sold and is shipped to a distributor, then book it to account 'AB' with a description of 'ABC' on the journal entry lines. If the same product 'A' is shipped to a direct customer, then book it to account 'XY' with a description of 'XYZ' on the journal entry lines. • Establishing an accounting method or convention for a ledger entails defining subledger accounting rules and clustering them together.Accounting conventions are set up for both primary and secondary ledgers.All subledgers assigned to a ledger inherit the accounting convention from that ledger. • Subledger Accounting can be used to support transactions processed in non-Oracle systems by using Oracle Financial Services Accounting Hub, a separately licensed product designed to account for non-Oracle input. • Note:There is no separate responsibility to access SLA setup or the view the transactions generated by SLA. Rather we can access SLA setup and review accounted transactions with extended menus attached to each sub ledger module.
- 19. 19 OVERVIEW OF SLA • After validating / approving / costing the transaction in the respective module, the sub ledger calls SLA public API (xla_events_pub_pkg.create_events) to create a reference of the validated transaction in SLA.This reference is known as EVENT and the process is know as Registering the transaction in SLA. • While calling xla_events_pub_pkg.create_events, oracle passes a unique id and event class. Unique ID can be an invoice id or a po_distribution id or an expenditure_item_id etc. Transaction is created. Transactions are created against Ledger and SLAM attached to Ledger is determined. When Create Accounting is submitted, SLA API is called and module/application, event type etc are passed. Based on parameters passed to API,Application Accounting Definition is identified from SLAM. Rules within Journal Line Definition are executed based on priority and condition. Journal is created and stored in SLA. Journal will be transferred and posted to GL.
- 20. 20 ORACLE UNIFIED METHOD (OUM) • The Oracle Unified Method (OUM) is Oracle’s standards-based method that enables the entire Enterprise Information Technology (IT) lifecycle, including support for the successful implementation of every Oracle product. • OUM is currently capable of supporting: • Service-Oriented Architecture (SOA) • Business Process Management (BPM) • Enterprise Integration • Custom Software • Enterprise Security • Business Intelligence (BI) • WebCenter • Enterprise Application Implementation • SaaS Implementation
- 21. 21 ORACLE UNIFIED METHOD (UOM) • Benefits of OUM Focused Effort - Clearly define business scope as well as the need to create architectural models of the enterprise resulting in tighter scope control. Built-in Flexibility - By combining activities and tasks in different ways, OUM can be applied to many types of information technology software development and implementation projects. Saves Time - Seasoned information technology practitioners representing years of experience have contributed their knowledge to OUM. Higher Quality - OUM subscribes to an iterative approach that incorporates testing and validation throughout the lifecycle, rather than testing for quality only at the end of the project. Cost Effective - OUM facilitates improved control of project expenses by using a flexible work breakdown structure that allows you to perform only necessary tasks. Reduced Project Risk - Implementing an iterative, broadly applicable method mitigates requirements mismatch. A key focus of each iteration in OUM is to identify and reduce the most significant project risks.
- 22. 22 ORACLE UNIFIED METHOD (UOM) • Overview Material • Provides an overview of the OUM approach to IT projects, including the industry standards upon which OUM is based • Guidelines • Phase, process, task, role, and output guidelines address every aspect of an Oracle–based business solution • Templates • Enable fast and easy creation of high-quality outputs • Tailored Work Breakdown Structure • Standards enable an easy start in managing your project • Oracle replaced earlier AIM (Application Implementation Method) with UOM.
- 23. ORACLE SUPPORT • Oracle support is a customer service offering for registered users who are the customers of Oracle ERP Products. • Oracle EBS • JD Edwards • Peoplesoft • Hyperion • Siebel CRM • To provide support solutions to any technical, configuration or functionality issues faced by customers.A platform for knowledge repository and user-led support communities. • Customized applications are not covered by Oracle support terms and conditions. • Oracle Support can be accessed online or by phone. • https://support.oracle.com/portal/# • 1.800.223.1711