4 Copyright © 2007, Oracle. All rights reserved. Shared Entities and Integration

Copyright © 2007, Oracle. All rights reserved Objectives After completing this lesson, you should be able to recognize the following: Shared entities within R12 E-Business Suite The key integration points and business flows between products in E-Business Suite (EBS)

Copyright © 2007, Oracle. All rights reserved What Are Shared Entities? Shared entities in R12 E-Business Suite enable one-time definition of an object and the use of that object across several products. Shared entities are “owned” by a single product for table purposes only.

Copyright © 2007, Oracle. All rights reserved Shared Entities in E-Business: Examples Application administrationAOL Logical unit entitiesOrganizations Business sites (addresses)Locations Personnel who perform assigned tasksEmployees Individuals credited with sales revenueSales Force Buyers of the end productCustomers Vendors we buy fromSuppliers Raw materials, finished goods, or servicesItems Method of quantifying itemsUnit of Measure Accounting information recordsLedger Description Entity

Copyright © 2007, Oracle. All rights reserved Application Object Library (AOL) CurrenciesLanguagesMenus Responsibilities Users AOL Site profile options

Copyright © 2007, Oracle. All rights reserved Ledger Chart of AccountsCalendarCurrency Owned by General Ledger

Copyright © 2007, Oracle. All rights reserved Units of Measure Length Base Unit = 1 cm 1 m = 100 cm 1 km = 100,000 cm Units of Measure are used by a variety of functions and transactions to express the quantity and measurement of items. Units of Measure Responsibility - Inventory, Vision Operations (USA) (N) Setup > Units of Measure

Copyright © 2007, Oracle. All rights reserved Items You can define and control all items in an inventory. After the items have been defined, they are assigned to organization. Responsibility - Inventory, Vision Operations (USA) (N) Items > Master Items

Copyright © 2007, Oracle. All rights reserved Suppliers Suppliers are the individuals or companies from which you procure goods and/or services. Responsibility - Payables, Vision Operations (USA) (N) Suppliers > Entry

Copyright © 2007, Oracle. All rights reserved Customers Customers are buyers of the end products and/or services. Responsibility - Receivables, Vision Operations (USA) (N) Customers > Customers

Copyright © 2007, Oracle. All rights reserved Sales Force Responsibility - CRM Resource Manager, Vision Enterprises (N) Maintain Resources > Resources Responsibility - Order Management Super User, Vision Operations (USA) (N) Setup > Sales > Sales persons Sales Force comprises individuals credited with sales revenue.

Copyright © 2007, Oracle. All rights reserved Employees Responsibility - Human Resources, Vision Enterprises (N) People > Enter and Maintain Employees are individuals employed by the company to perform certain tasks.

Copyright © 2007, Oracle. All rights reserved Locations Responsibility - Human Resources, Vision Enterprises (N) Work Structures > Location Locations are physical addresses that may represent your company’s addresses or your customer’s addresses.

Copyright © 2007, Oracle. All rights reserved Organizations Responsibility Human Resources, Vision Enterprises (N) Work Structures > Organization > Description Organization is an entity designation used to partition data into logical units.

Copyright © 2007, Oracle. All rights reserved Key Business Flows SourceMakeMarketSellSupportPlan Back Office Forecast to Plan Procure to Pay Demand to Build Campaign to Order Order to Cash Request to Resolution People to Paycheck Project to Profit Click to Order Contract to Renewal Inventory to Fulfillment Concept to Release Accounting to Financial Reports Plan to Replenish Benefits to Payroll

Copyright © 2007, Oracle. All rights reserved Forecast to Plan Constraint-based optimization ASCP Sales Order Info Order management Demand planning Forecasts

Copyright © 2007, Oracle. All rights reserved Procure to Pay Payables/ i Expenses Purchasing/ i Procurement Accounting General Ledger Payables/ Expenses/ Payments Banks Inventory Requisitions Inventory Activity Accruals Suppliers Ledger Cash Management

Copyright © 2007, Oracle. All rights reserved Demand to Build WIP Inventory Purchasing/ i Procurement Requisitions Cost info Planned Order info Capacity Requisitions Supply/Demand info UOMs Items ASCP/MRP BOM Engineering Order Management Material/Resource info Cost Management Engineering BOM info

Copyright © 2007, Oracle. All rights reserved Campaign to Order Marketing SalesDiscoverer Advanced Inbound Order Fulfillment cycle (Order to Cash) Scripting Audience Marketing communication Phone call placed Call Routed Script launched Quote submitted

Copyright © 2007, Oracle. All rights reserved Click to Order i Store JTA Order Fulfillment (Order to Cash) Quoting Sales MarketingInventory Pricing Leads Book order Shopping cart/ quote In-Store Mkt Get price Qualifiers and Discounts Get price User Management Items

Copyright © 2007, Oracle. All rights reserved Order to Cash Invoices General Ledger Inventory Receivables/ Revenue/ Receipts Inventory Transactions Cash Management Order Management Receivables / i Receivables Purchasing/ i Procurement Reqs Inventory activity Inter org/ Shipments Banks Set of books Items UOMs Customers

Copyright © 2007, Oracle. All rights reserved Contract to Renewal Sales Contracts Quoting Service Contracts Order Fulfillment Order to Cash Quote to booked order Accounts Receivable iStore Service contract for item with warranty No item – warranty only Standard sales contract Standard sales contract Invoice

Copyright © 2007, Oracle. All rights reserved Request to Resolution i Support Knowledge Management Installed Base Teleservice Inventory Order Capture Foundation APIs Order Fulfillment (Order to Cash) Solutions Products owned Items Merchant assistance Create SR Create return order Customer Customers Items Create RMA

Copyright © 2007, Oracle. All rights reserved Project to Profit General Ledger Payables/ i Expenses Receivables / i Receivables Assets Burden Assets Commits Labor Billings/ CreditsInvoices/ Adjusts Ledger Suppliers Projects Customers Purchasing/ i Procurement Payroll Projects UOMs

Copyright © 2007, Oracle. All rights reserved People to Paycheck HRMS HR Information General Ledger Accounting Payroll Cash Management

Copyright © 2007, Oracle. All rights reserved Plan to Replenish Perform Min-Max Planning Establish Inventory Planning Policies Plan Min-Max Material Generate Requisitions Requisition to Receipt InventoryPurchasing Enterprise Roles Inventory Manager System Automated Inventory planner

Copyright © 2007, Oracle. All rights reserved Benefits to Payroll Total Compensation Strategic Staffing to Hire Compensation and Benefits Workforce and Sourcing Deployment Administer Employee Benefits Manage Benefits Enrollment Administer 3 rd Party Vendor Relationships Compensation and Benefits Determine Participant Eligibility Post to Payroll Administer Flex Spending Accounts Payroll to Payment Payroll

Copyright © 2007, Oracle. All rights reserved Summary In this lesson, you should have learned about: The shared entities within R12 E-Business Suite The key integration points and business flows between products in R12 E-Business Suite