Activities Progress: Genesis
Activity Plus+

Extension of Oracle Purchasing, Work
in Process, Order Management
modules: A ...
Table of contents

EXECUTIVE SUMMARY ........................................................................................
EXECUTIVE SUMMARY
Genesis Software Consulting has developed, over time, a product suite
which also includes Genesis Activi...
FIRST INSIGHTS
The organizational structures of a company require resources in two
distinct business situations: to suppor...
Excerpt from Reengineering the Corporation – Michael Hammer & James Champy
“America’s business problem is that it is enter...
continue in standard E-Business Suite modules: the orders for services
and products in Oracle Order Management, the execut...
SPECIFIC FEATURES
Genesis Activity Plus+ integrates features from several Oracle modules
to provide the planner with the p...
Activity Progress interface contains, organized
on tabs, execution orders lists, third-party
service request lists, intern...
Running product execution orders
The actual execution is performed by running
the order, i.e. going through all the steps ...
HOW WAS THE PRODUCT DEVELOPED
Genesis Activity Plus+ was developed progressively, covering the
problems raised by differen...
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Activity plus operational dashboard for Oracle Apps

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Managing business through an ERP, various users are participating in the same process. Often users have difficulties to know in which step is a certain process.
ActivityPlus for Oracle is a plug-in solution, where the users have a an end to end view about internal requisitions status.

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Activity plus operational dashboard for Oracle Apps

  1. 1. Activities Progress: Genesis Activity Plus+ Extension of Oracle Purchasing, Work in Process, Order Management modules: A new vision of ERP business Whitepaper – Informative Document, January 2013
  2. 2. Table of contents EXECUTIVE SUMMARY ..............................................................................................................3 NO CUSTOMIZATIONS ...............................................................................................................3 FIRST INSIGHTS ..........................................................................................................................4 DESCRIPTION .............................................................................................................................5 SPECIFIC FEATURES ...................................................................................................................7 Defining the concepts of planner and objective ..............................................................7 Centralized operation and diverse communication.........................................................7 Operation of own requests ...............................................................................................8 Performing budgetary commitment control ...................................................................8 Operating requests on order ............................................................................................8 Progress of service provision orders ................................................................................8 Running product execution orders ...................................................................................9 Operating work estimates................................................................................................9 Service provision settlement............................................................................................9 HOW WAS THE PRODUCT DEVELOPED ...................................................................................10 Whitepaper – Informative Document, January 2013 2
  3. 3. EXECUTIVE SUMMARY Genesis Software Consulting has developed, over time, a product suite which also includes Genesis Activity Plus+, perfectly integrated into Oracle Applications E-Business Suite, to cover two sets of connected processes, associated to the activities of a department: recording and monitoring the resource request: launching and executing the service provision orders and performance of finished goods. Very important – Genesis Activity Plus+ enables the settlement of internal services between various cost centers, a feature added to standard Oracle solutions. Genesis products have been designed as a new work interface in ERP application, a role rather module-oriented one. To perform the same operations in the new interface, the user is faced with fewer screens, the information is condensed, automated and secured, while maintaining control and the possibility to correct operating errors. Genesis Activity Plus+ can be implemented only with E Business Suite modules: Oracle Purchasing, Oracle Work in Process and/or Oracle Order Management. NO CUSTOMIZATIONS Customizations, changes made in the standard Oracle Applications ERP, that are not supported by the vendor are something we do not recommend. Why customizations are not good? Regression – one minor customization could dramatically affect a standard set of functionalities; Standard support cannot be offered even for standard functionalities if were affected by customizations; Upgrade – new versions upgrade can become a more costly experience if customizations are in place; Know how – for standard applications you have vendor support and general documentation, while for customizations the support depends on only a few developers. These are just a few of many pitfalls of customizing the ERP software. This is why we don’t recommend and don’t support customizations of Oracle ERP. We developed our products as distinct tools over the standard functionalities of Oracle without interfere with or change these functionalities. They just channel the existing power of Oracle ERP to more efficiently solve the business problems of your company. The standard functionalities remain unaffected by our products and you can still use them, if you choose, independently of our product. Whitepaper – Informative Document, January 2013 3
  4. 4. FIRST INSIGHTS The organizational structures of a company require resources in two distinct business situations: to support their own activities and to carry out the activities required, in the form of orders, both by the internal and external customers. The resource requests, approved by the management, reach the purchasers for products and services purchase, the stock keepers for material consumption, or the internal service providers for repair, transport, training, etc. The process continues until delivery to stock, internal settlement or external sale of materials and services – as appropriate. Operators carrying out the activities of a department need a unique application where they can operate and monitor all the operations hereinbefore described. Activity Plus+ is the perfect solution for the management of all company activities. Whitepaper – Informative Document, January 2013 4
  5. 5. Excerpt from Reengineering the Corporation – Michael Hammer & James Champy “America’s business problem is that it is entering the twenty-first century with companies designed during the nineteenth century... Not a company in the country exists whose management doesn't say, at least for public consumption, that it wants an organization flexible enough to adjust quickly to changing market conditions, lean enough to beat any competitor's price, innovative enough to keep its products and services technologically fresh, and dedicated enough to deliver maximum quality and customer service. So, if managements want companies that are lean, nimble, flexible, responsive, competitive, innovative, efficient, customer-focused, and profitable, why are so many American companies bloated, clumsy, rigid, sluggish, noncompetitive, uncreative, inefficient, disdainful of customer needs, and losing money? The answers lie in how these companies do their work and why they do it that way...” DESCRIPTION Genesis Activity Plus+ product, developed by Genesis, enables the Planner of a department to manage, using a reduced number of screens, two types of connected processes, associated to the activities: preparing and monitoring the resource request; launching and executing the service provision orders and performance of finished goods. Fig. 1. Genesis Activity Plus+ The resource requests are grouped for: purchased services, internal services, materials, time sheets and advance payments for delegations. The processes for performing the resource requests include electronic approval mechanisms from Oracle Workflow, thus providing the managerial and budgetary control key-factors. The processes of requests continue in standard E-Business Suite modules: acquisition of services and performance of internal services in Oracle Purchasing, consumption in Oracle Work in Process and Oracle Inventory, advance payment for delegations in Oracle Payables. The execution of orders received from internal or external customers perform: internal services and finished goods. The processes of orders Whitepaper – Informative Document, January 2013 5
  6. 6. continue in standard E-Business Suite modules: the orders for services and products in Oracle Order Management, the execution work and the expense estimate in Oracle Work in Process and Oracle Projects, reimbursement of expenses in Oracle Inventory and sale in Oracle Receivables. The process of orders performance and progress includes electronic approval mechanisms from Oracle Workflow providing the managerial control key-factors. Genesis Activity Plus is natively integrated, acting as an interface over E-Business Suite. With Genesis Activity Plus you will keep all the standard Oracle features and will obtain a friendly and intuitive work interface where different users will manage complex processes in various stages. Using Activity Plus+ in implementations enabled Genesis to extend ERP utilization in the area of resource use employment and forecasting. Now planners, using a single centralized form, manage both the preparing and monitoring of resource requests and launching and execution of orders received from internal and external customers. All these operations are recorded in the context of reporting dimensions for management accounting from Oracle Projects module: department or equipment, activity or project, task or order, cost elements and products. Whitepaper – Informative Document, January 2013 6
  7. 7. SPECIFIC FEATURES Genesis Activity Plus+ integrates features from several Oracle modules to provide the planner with the possibility to require, using a single centralizing form, the resource requests used for the activity progress of a department or equipment type objective, for their own needs or for the execution of goods or services requested by internal or external customers. Defining the concepts of planner and objective Centralized operation and diverse communication Managers are supervising the departments or equipments in order to execute specific activities. The execution of activities is performed based on a resource request prepared by an employee and approved by the manager. All financial and internal management results are related to these structures (departments or equipment), so that the manager can monitor the activities he/she is responsible for. Planners, the persons responsible for activity progress from a department, manage two types of processes: preparing and monitoring the requests and launching and progress of services and products execution orders. A planner represents the Oracle EBS user who securely operates the resource request for a department or plant/ equipment. The planner is set with operating rights specific to the department. The objective represents the structure, department or equipment type, which has associated a combination of reporting dimensions from the internal management accounting: organization, activity, and orders. The objective is used as requester when associated in resource requests or performer when associated to the orders executing products or services. Genesis Activity Plus+ integrates the standard reporting dimensions of management accounting from Oracle Projects in the processes preparing and monitoring resource requests and launching and progress of services and products execution orders. Whitepaper – Informative Document, January 2013 Resource requests are completed by various “actors”: services purchase requests to purchasers; internal services requests to other planners, material requests to stock keepers; time sheets to managers; advance payments for business trips to cashiers. The execution orders are evaluated by internal management accountants, the work estimates are approved by requesters, the settlement is made to beneficiary and work invoicing is made by accountants. Communication between the planners and the other colleagues involved shall be made using a single Activity Plus+ interface to cover a multitude of operations. Fig. 2 Activity Plus centralized operating form. 7
  8. 8. Activity Progress interface contains, organized on tabs, execution orders lists, third-party service request lists, internal services request lists, material request lists, time sheet lists and request lists. Operation of own requests In order to perform the activity pertaining to a department or equipment, it must be prepared, every month, the resource requests: for purchased services, for internal services, for materials and for advance payments for delegations. Genesis Activity Plus+ integrates Oracle Purchasing, Oracle Order Management and Oracle Work in Process modules in the user’s Activity Progress interface, so that the resource requests of an objective can be recorded and monitored in a single centralized form. Performing commitment control journal that reduces the value of the planned budget. Operating requests on order When the activity progress of a department or equipment is performed for the execution of a product or service, the resource requests must be prepared in the context of an execution order. Genesis Activity Plus+ uses the new interfaces to users, Orders Register and Activity Progress, to operate resource requests in the context of a product or service execution order. budgetary The manager of a department or equipment is concerned that any expense commitment made in a month is within the budgetary limits imposed at the beginning of a fiscal year. Genesis Activity Plus+ uses the Oracle Workflow mechanisms to enable the control of budgetary commitment in every resource requests it manages: third-party services, internal services, materials, man power, advance payments for delegations. Approval notifications received by the management display the available funds, on accounts, using the budgetary calculation formula from Oracle General Ledger. Upon completion of the approval process, a budgetary commitment journal is automatically recorded in Oracle General Ledger. Activity Plus+ enables the performance, for the first time, of the budgetary control in every type of requests. The accountant responsible for budget management will find in the general accounting, for each approved resource request line, a posted commitment Whitepaper – Informative Document, January 2013 Fig. 3. Resource operation in the context of services execution order The planner operates all types of resource requests in a centralized form, starting from an execution order. Progress of service provision orders Activity Plus+ uses the “internal request – internal orders” mechanism for the execution of internal services by a department or equipment – executant, for another organizational structure – requester. The process run through Activity Plus includes all the steps, from requests to completion of work/order, by settling the actual value or the value set/calculated in the estimate. The planner uses Genesis Activity Plus+ to run the service provision orders, from approval to completion. 8
  9. 9. Running product execution orders The actual execution is performed by running the order, i.e. going through all the steps for product performance, from approval of request to completion and delivery in products stock. The planner uses Genesis Activity Plus+ to run the products execution orders, from approval to completion. Operating work estimates Planners responsible for monitoring products and services execution orders need flexible evaluation mechanisms. The work estimates represent a product and services evaluation method. The estimate calculates the value of the executed product or service by totaling the value of the used resources. The value of resources can be determined based on the preset unit price or by performing a postcalculation of the costs recorded on the order dimension from the management accounting and assigning the value of a resource from the estimate. The planner uses Genesis Activity Plus+ to perform the upload of work estimate and to add the value for the product or service executed. Service provision settlement Service execution orders by a department or equipment – executant, when these are requested by another organizational structure – requester, ends with an internal settlement. The internal settlement involves the transfer of costs cumulated at the service execution, real or standard costs, specified in the works estimate, from the executant structure to the requester one. With Activity Plus+, service settlement is performed flexibly, either by an allocation process, in the management accounting, or by a debit/credit note, in the financial accounting. The planner running the internal services execution orders uses Activities Progress interface from Genesis Activity Plus+ to automatically settle the value of the provided service, from performer to requester. The settlement process uses transactions from Oracle Inventory to record the value transfer settlement statement, from the performer objective to the requester one. Fig. 4. The work estimate for the performance of a batch of products Whitepaper – Informative Document, January 2013 9
  10. 10. HOW WAS THE PRODUCT DEVELOPED Genesis Activity Plus+ was developed progressively, covering the problems raised by different customers in implementation projects. Passing through complex design, development and testing processes, a self-contained product was performed, with proper screens and tables, which interfaces with standard modules. Genesis Activity Plus+ refers to all the technical elements characterizing an Oracle product: it has its own schema of the database objects, specific configuration elements, operating forms and interrogation forms of the operation result. Genesis developers use modern mechanisms provided by Oracle Workflow in Activity Plus+. Thus, the developed operating form, Activity Progress, has its own account generator, used for creating the commitment accounts. To run the execution orders, Genesis Activity Plus+ uses the workflows in Oracle Order Management adapted to the specific of the new features. All requests use workflow processes to perform the approval process and to interface the requests with their equivalent in Oracle EBS modules. Genesis Activity Plus+ has its own set of reports, which support the process of activity progress. Workflow processes associated to the requests automatically run the Consumption order, Internal order, Time sheet on works, Delegation travel report. Genesis Activity Plus+ also prepares the documents associated to works execution, the Work estimate, and Stock delivery note, used for authentication of operations. Software and consulting you need White paper (Informative document) January 2013 Author: Dorian Balmuș Genesis Software Consulting Address: 65 Samuil Vulcan St., sector 5, Bucharest, Romania Contact person: George Faur phone: +40 741-084-009 e-mail: george.faur@genesissoftware.ro www.genesissoftware.eu Whitepaper – Informative Document, January 2013 Copyright © 2013, Genesis Software Consulting. All rights reserved. This document is provided for information purposes only and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties, including implied warranties and conditions of merchantability or fitness for a particular purpose. This document is provided for marketing and information purposes, and does not entail any contractual liability. The content hereof is protected by the Copyright Law L8/1996 and allied rights, as subsequently amended and supplemented. All Genesis trademarks are used under license and are trademarks or registered trademarks of Genesis Software Consulting. 10

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