Integrating EBS And OTM - Process Flows And Avoiding Pitfalls.pdf
 

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The presentation will include an overview of how the two systems integrate at a high level. We will then delve deeper and describe and diagram the flows between EBS and OTM, for the following ...

The presentation will include an overview of how the two systems integrate at a high level. We will then delve deeper and describe and diagram the flows between EBS and OTM, for the following processes: Sales Orders, Purchasing, Payables, Rates and Ship Methods. With that complete, we will discuss lessons learned from the projects, including the relative maturity of this integration offering, data mapping issues (particularly around units of measure and delivery dates), synchronization of shared data (including locations, carriers and service levels) and understanding several key terminology differences between the two products. Finally, we will end with a Q and A session, so that attendees can get answers to related questions or delve deeper into particular segments for greater detail.
Presented by Chris Plough at MavenWire.

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Integrating EBS And OTM - Process Flows And Avoiding Pitfalls.pdf Presentation Transcript

  • 1. Integrating EBS and OTM: Understanding the Process Flows and Avoiding Pitfalls OTM SIG User Conference ‘07 July 2007 MavenWire
  • 2. Agenda High Level Overview of the EBS/OTM Integration Technical Requirements and Installation Data Flows Entity Mapping / Terminology Processes Flows Shared Data Lessons Learned Q and A / Discussion Integrating EBS and OTM: Process Flows and Pitfalls MavenWire
  • 3. Objectives Present an overview of Oracle’s pre-packaged EBS/OTM integration Share the lessons learned while implementing with early-adopter clients Show how to best leverage the integration flows while avoiding pitfalls and duplicate work Answer your questions and have an open, interactive discussion Integrating EBS and OTM: Process Flows and Pitfalls MavenWire
  • 4. High Level Overview – EBS / BPEL / OTM Integrating EBS and OTM: Process Flows and Pitfalls MavenWire
  • 5. Technical Requirements E-Business Suite 11i.10 Oracle Transportation Management 5.5 CU2 (CU3 recommended) Oracle Application Server 10gR2 BPEL Process Manager 10.1.2.0.2 Integrating EBS and OTM: Process Flows and Pitfalls MavenWire
  • 6. Technical Requirements (cont) EBS Patches 3480000 5516007 4712852 5592440 5086184 5602850 5234512 5604046 5309217 5610823 5470818 5705760 5560931 5716962 5532582 5711923 OTM Patches 5730027 BPEL Patches 4869010 5638122 (Current as of February 2007) Integrating EBS and OTM: Process Flows and Pitfalls MavenWire
  • 7. Data Flows - Terminology EBS Delivery = OTM Order Release EBS Trip = OTM Planned Shipment EBS Service Levels = OTM Transport Modes EBS Org ~ OTM Domain EBS Concurrent Process ~ OTM Automation Agent Integrating EBS and OTM: Process Flows and Pitfalls MavenWire
  • 8. Data Flows – Rate and Route Estimation Integrating EBS and OTM: Process Flows and Pitfalls MavenWire
  • 9. Data Flows – Sales Orders to Shipments Integrating EBS and OTM: Process Flows and Pitfalls MavenWire
  • 10. Data Flows – Freight Invoices to A/P Integrating EBS and OTM: Process Flows and Pitfalls MavenWire
  • 11. Data Flows – Inbound POs Integrating EBS and OTM: Process Flows and Pitfalls MavenWire
  • 12. Lessons Learned – Planning & Communication Planning is Critical! Set Realistic Expectations OTM is new to Oracle Family First release of EBS / OTM integration Two Apps = Two Teams Implementers must Cooperate Power Users will use both Apps Gap Analysis is Critical! Does it fit your business process? Customizations may be required Have Well-Defined (Strict) Process Flows Apps do not limit what the user can do Integrating EBS and OTM: Process Flows and Pitfalls MavenWire
  • 13. Lessons Learned – Data Sync Issues EBS is the data master! Data Mapping based on EBS assigned IDs Naming Conventions (car-*, loc-*, etc) Environment Migration Data Entities that require manual sync Time Zones Units of Measure Item Masters / Carrier Equipment Service Levels / Modes of Transport Carriers * Rate Offering configuration in OTM Refnum and Servprov Qualifiers for A/P Integrating EBS and OTM: Process Flows and Pitfalls MavenWire
  • 14. Lessons Learned – Process Flow Issues Changes to Ship Date Needs to be done in EBS ** Changes to Warehouse / Ship-From Needs to be done in EBS Changes to Carrier Needs to be done in EBS Ship-Confirm in EBS – No Turning Back In OTM, not locked, even after POD WMS Changes Order Lines – new Delivery Integrating EBS and OTM: Process Flows and Pitfalls MavenWire
  • 15. Lessons Learned – Pitfalls Team Communication Data Synchronization Lack of Documentation Installation / Configuration Best Practices Process Flows Can cause double-booking Error Handling EBS => BPEL => OTM and back Time spent debugging issues Error / Failure Notification Finding Qualified Help Product Experts Support Integrating EBS and OTM: Process Flows and Pitfalls MavenWire
  • 16. Q & A and Discussion Questions? Integrating EBS and OTM: Process Flows and Pitfalls MavenWire
  • 17. Thank You! MavenWire