Oracle Sales Cloud Interface CRM - HARMONY September 2016 V1.0 Page No

CRM - HARMONY An interface between CRM and Harmony allows users to Transfer their opportunities into the ERP. This interface could be activated manually at any stage of the opportunity. Update the information registered in the ERP project if some values change in the CRM opportunity since the last synchronization. CRM opportunity Harmony project ERP project number will be the common link between CRM and ERP Harmony. Other data will be interfaced from CRM to Harmony : Business Unit, Status of opportunity, Specialties, Amount and margin… Be aware that this interface only works from CRM to ERP. If data are up-dated in Harmony, they couldn’t be synchronized into the CRM opportunity. Page No

How does it work ? Each entity defines its process to interface their opportunities in Harmony. When an opportunity should be interfaced ? The interface works whatever the opportunity status is. Each entity must define when an opportunity must be synchronized in Harmony : Some entities prefer to interface their opportunities as soon as they detect a potential business with a customer (status : project). In that way, they can input some accounting costs on the ERP project ! Other entities want to synchronize only their WON opportunities. How to set the ERP number ? Each entity must choose between the manual or the automatic process. With the manual process, the entity defines itself the ERP number before activating the interface. The reference they allocate to the opportunity will be sent to Harmony. With the automatic process, the ERP number is provided by Harmony. Once this process has been defined, the user can synchronize the data from CRM to ERP by clicking on the button which is displayed on the top right of the opportunity screen. ERP project number will be the common link between CRM and ERP Harmony. Other data will be interfaced from CRM to Harmony : Business Unit, Status of opportunity, Specialties, Amount and margin… Page No

How does it work ? If the opportunity has not been interfaced yet, a new project will be created in Harmony A checkbox « Transmitted ERP » will be activated. Later on, the button « Interface » will only synchronize the changes made in the CRM database since the last synchronization. ERP project number will be the common link between CRM and ERP Harmony. Other data will be interfaced from CRM to Harmony : Business Unit, Status of opportunity, Specialties, Amount and margin… Page No

Which data are synchronized ? Data filled in the CRM opportunity by the user HARMONY FIELD CRM FIELD Description It’s the name given to the CRM opportunity Currency Currency registered in the opportunity Forcast montary amount Global amount of an opportunity Project – Effective date Creation date of the opportunity Country Country of the opportunity State (for USA only) Project status Sales stage of an opportunity (see details on mapping, slide 8) % complete Win probability Manager name Opportunity owner Specialities/Services/Families Technic registered in the opportunity line Montant ligne Amount registered in the opportunity line Worksite address Coming soon. Currently, this value is automatically filled with a default value : * ERP project number will be the common link between CRM and ERP Harmony. Other data will be interfaced from CRM to Harmony : Business Unit, Status of opportunity, Specialties, Amount and margin… Page No

Which data are synchronized ? Data from the CRM user profile HARMONY FIELD CRM FIELD Business unit Business unit registered in the user profile on the CRM Agency Territory registered in the user profile on the CRM Project The user profile will specify if its entity defines manually or not (automatically) the ERP number Manual mode : the value which will be synchronized will be registered directly by the user in the CRM opportunity Automatic mode : The ERP value will be provided by Harmony ERP project number will be the common link between CRM and ERP Harmony. Other data will be interfaced from CRM to Harmony : Business Unit, Status of opportunity, Specialties, Amount and margin… Page No

Which data are synchronized ? Data synchronized with a default value HARMONY FIELD DEFAUTLT VALUE Project type CHANT (worksite) Insurance : Building or Civil engineering BUILDING Insurance UNKNOWN Contract : Customer type SF not mandatory group Contract : Market code MA050 (Public : State & Collectivity) Contract : Work NEW Contract : Department code 99 (ETRANGER) ERP project number will be the common link between CRM and ERP Harmony. Other data will be interfaced from CRM to Harmony : Business Unit, Status of opportunity, Specialties, Amount and margin… Page No

Mapping status between CRM & ERP The following diagram shows the mapping between the status from a CRM opportunity with the Harmony project. It means that if an opportunity in “Tender” stage is synchronized in Harmony, the status of the project inside the ERP system will be “To the study”. STATUS/ STAGES CRM Open- Project STATUS ERP Cancelled Declined Won Lost Open-Prequal Open-Tender/Nego Upstream To the Study Acquired Lost No more continuation

Interface CRM-ERP : Manual process

Interface CRM-ERP : Automated process

CONCRETE EXAMPLE

Mapping between CRM & ERP fields CRM opportunity Harmony project Data filled in the CRM opportunity by the user Data from the CRM user profile Data synchronized with a default value

Mapping between CRM & ERP fields CRM opportunity Harmony project Data filled in the CRM opportunity by the user Data from the CRM user profile Data synchronized with a default value

Mapping between CRM & ERP fields CRM opportunity Data filled in the CRM opportunity by the user Data from the CRM user profile Data synchronized with a default value Harmony project