1. Fusion Hierarchy Management
Siddhartha Das
Oracle Fusion Product Management

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3. Purpose:
This document provides an overview of features and enhancements included in pre-release Oracle Fusion Applications 1.0 and applicable updates (the “Software”). It is intended solely for use in connection with the internal pre-production evaluation and testing of the Software. As stated above, this document is confidential to Oracle and may not be used for training, promotion, or sales to customers or other partners or third parties.
Disclaimer:
This document is for informational purposes only and is intended solely for use in connection with the internal pre-production evaluation and testing of the Software. This is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality, and inclusion or not thereof in the commercially available version of the Software, if any, is always at Oracle’s sole discretion. This document is not considered part of the applicable program documentation.
Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code 3

4. Agenda Core Tenets Business Process Overview Detailed feature set
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Core Tenets
Business Process Overview
Detailed feature set
Q & A
Oracle Confidential

5. Fusion Hierarchy Management
Core Tenets 5

6. Hierarchy Management
A single hierarchy will relate Sales Prospects, Sales Accounts, and Legal Entities to represent a holistic view of Customer
Sales Accounts can be at any level of the hierarchy, typically close to leaf nodes in complex corporate hierarchies
Legal Entities are present at different levels of the hierarchy as subsidiary, division, branch of parent Legal Entities
Since all Buying Customers are also Legal Entities, the hierarchy anyway covers them
Recommend maintaining comprehensive hierarchy, part or whole of it would not be mandatory
If the Sales Account to immediate parent Legal Entity part of the hierarchy is not established, certain business processes may not be automated in future e.g. opportunity to quote/order/contract

7. Business PROCESS OVERVIEW
Fusion Hierarchy Management
Business PROCESS OVERVIEW 7

8. Relationship and Hierarchy Model
© 2008 Oracle Corporation – Proprietary and Confidential

9. Sales Account Example Corporate Hierarchy
GENERAL ELECTRIC
D-U-N-S
Fairfield, CT
Legal Entity
Legal Entity
Billing Customer
Legal Entity
GE HEALTHCARE LTD D-U-N-S UK
GE AIRCRAFT ENGINES
HOLDINGS, INC
D-U-N-S
Cincinnati, OH
Legal Entity
GE HEALTHCARE BIO-
SCIENCE BIOPROCESS
D-U-N-S
Piscataway , NJ
Billing Customer
UNC JOHNSON
TECHNOLOGY, INC
D-U-N-S
Muskegon, MI
MRA SYSTEMS,
INC
D-U-N-S
Baltimore, MD
Sales Account
Legal Entity
DATEX-OHMEDA INC
D-U-N-S
Madison, WI
GE HEALTH
BIOSCIENCES
D-U-N-S
Sunnyvale, CA
Sales Account
Sales Account
Legal Entity
Billing Customer
Legal Entity

10. Benefit Highlights Party Hierarchy Customer Hierarchy D&B Hierarchy
Enables information rollup across hierarchies
Displays data elements and transactional information
Provides total numbers of transactions
Provides dollar amount summations of transactions
Enables reporting at desired level to suit business needs
360 degree view of customer base
Enables sharing of information between parent and child nodes
Enables data elements maintenance at a parent node of a Party Hierarchy
Accessibility to parent/child hierarchy information for users
Leverages centralized information source
Override data at child level if desired
Enables a deploying company to transact across a party hierarchy
Perform business functions specific to a Party Hierarchy
Transact on behalf of the party selected, or any related child party
Enhanced functionality within flows by allowing LOV’s to pull child records
Party Hierarchy
Customer Hierarchy
D&B Hierarchy

11. Fusion Hierarchy Management
Detailed feature SET 11

12. Hierarchy Search
Search hierarchies either by party association or by hierarchy information
Search results display hierarchies by party association
Basic and advanced search
Click ‘Create’ icon or select from ‘Actions’ menu to Create a New Hierarchy
Create Hierarchy
Once a batch has been imported or defined, various management activities can be performed, such as tracking the status of a batch through its different selected processes, rejecting unsuitable batches, or viewing old completed batches.

13. Create Hierarchy : Enter basic Information
Enters 3 step guided process
Enter basic information about the hierarchy
Enter Hierarchy name
Specify the hierarchy type, which determines the types of parties
Proceed to next step to add parities
The Messages Landing pad is a one-stop shop with links to guidance on writing messages, guidance on message consistency, common messages, list of ADF validators and converters, checklists, training, and other resources.

14. Create Hierarchy : Add Parties
Select and add parties to the hierarchy
Click on the "Add Node to Tree” to open the ‘search party’ UI
Click on the "Launch Search And Select Page" button to search and select a party

15. Create Hierarchy : Review
Review details and ‘Save’ the newly created hierachy

16. Manage Hierarchies : Launch Hierarchy Details
Once a batch has been imported or defined, various management activities can be performed, such as tracking the status of a batch through its different selected processes, rejecting unsuitable batches, or viewing old completed batches.
View Hierarchy Details

17. Hierarchy Details
Displays a particular hierarchy information along with related party information
Ability to view nodes and tree segment information in a Hide/show patterns
View and select date effective versions of the same hierarchy
Actions menu to ‘Create New Version’ or ‘Edit Hierarchy Version’
Create New Version
Correct Hierarchy

18. Create Version

19. Add Node

20. Hierarchy Details : Launch Correct Hierarchy
Create New Version
Correct Hierarchy

21. Correct Version

22. Q & A
And with this, I’ll it up for questions.
Oracle Confidential

23. Oracle Confidential