BIZINSIGHT CONSULTING INC.
INFORMATION DATA DISCOVERY FOR ORACLE RECEIVABLES (EBS)
Bizinsight Consulting Inc.
www.bizinsightinc.com
inquiry@bizinsightinc.com
ENDECA INFORMATION DISCOVERY FOR ORACLE RECEIVABLES(EBS)
ENDECA INFORMATION DISCOVERY FOR ORACLE RECEIVABLES(EBS)
Key Features
1. Key performance metrics
2. Instant search results
3. Search across organizations
4. Search on attached documents
5. Advanced visualization
6. Guided Navigation®
7. Range filters with histograms
8. Tag clouds
9. Charts
10. Cross tab
11. Fully integrated with Oracle EBusiness
Suite
12. Available for both desktop and mobile
devices
Key Benefits:
1. See more and act faster
2. Mobile access with great performance
3. Experience quick user adoption and utilization
4. Improve communication of data with support for a
variety of visualizations and charts
5. Fast deployment
6. No change to Oracle E-Business Suite database
7. Out-of-the-box UI and security integration
8. Analysis on structured and unstructured
information from Oracle E-Business Suite
investments
9. Flexibly meet new business requirements through
configuration instead of custom coding
BIZINSIGHT CONSULTING INC.
What is Endeca Information discovery for EBS
• Oracle E-Business Suite Extensions for Oracle Endeca is Data discovery platform , enable
enterprises to optimize operational decisions and improve process efficiency with real-time
access to operational data, driving better cost and revenue decisions.
• It is based on a patented hybrid search-analytical database, and gives IT a centralized
platform to rapidly deploy interactive analytic applications, and keep pace with changing
business requirements while maintaining information governance
• It’s simple, and intuitive UI which is easy for functional users to understand.
• Enhanced display capabilities for Interactive Data Exploration and Analysis
• It enables a conversation with your information.
• It’s integrated and secure. Out of the box on day one you can embed this seamlessly into
your existing applications using the core security enabled for a given user. Endeca honors the
same security settings for your data as the EBS suite does. What you cannot see in EBS you
cannot see in Endeca.
BIZINSIGHT CONSULTING INC.
ENDECA INFORMATION DISCOVERY FOR ORACLE RECEIVABLES(EBS)
Oracle AR
Views
CLOVER
ETL /ETL
Server
Studio
Server
(Endeca
Apps)
Endeca Page
to display
data from AR
Data Store
DATABASE ENDECA EBS
Endeca
Server
AR Data
Store
STUDIO SERVERMDX SERVERINTEGRATOREBS VIEWS
Oracle AR
ViewsOracle AR
ViewsOracle AR
ViewsOracle AR
ViewsOracle AR
Views
ARCHITECTURE
BIZINSIGHT CONSULTING INC.
Studio
Interactive Business Discovery
Create and Share Apps
Endeca Server
Hybrid Search/Analytical Database
Flexible Data Model
Integration Suite
Data Integration and Enrichment
Structured and Unstructured
Integration Suite
 Lightweight ETL with native Endeca Server
connectivity
 Java SDK for extensibility – easily connect to
additional data feeds and APIs
 Modules for unstructured data:
• Text Enrichment
• Sentiment Analysis
• Content Management System Connectors
INTEGRATION SUITE/COMPONENTS
Oracle Endeca Server
 Hybrid search/analytical database
 Search, navigation, and analytics on diverse,
changing information
 Designed for Discovery
• Flexible data model
• Columnar storage
• In-memory analytics
Studio
 Interactive, visual discovery environment
 Drag-and-drop configuration
 Full-featured component library
 Based on best practice UI design patterns
 Built on Java portal technology standards
ENDECA INFORMATION DISCOVERY FOR ORACLE RECEIVABLES(EBS)
BIZINSIGHT CONSULTING INC.
ENDECA INFORMATION DISCOVERY FOR ORACLE RECEIVABLES(EBS)
Oracle Receivables Extensions for Oracle Endeca enables internal and external users to quickly identify potential problem areas within their area of
responsibility, navigate to specific transactions requiring attention, and take necessary actions. You can search using Receivables pages and Endeca Information
Discovery (EID) design tools. These pages are hosted in an EID environment, and called from new container pages in EBS. In Oracle Receivables, the following
pages enable search functions using Endeca Information Discovery integration:
Outstanding Receivables Overview: The Outstanding Receivables Overview pages provide an overview of open receivables transactions and associated key metrics. There are two
Outstanding Receivables Overview pages:
Outstanding Receivables Overview page (internal)
Outstanding Receivables Overview page (external)
You can filter and view the individual transaction details, and take appropriate actions on an individual transaction or across multiple transactions, such as Pay, Print, or Initiate
Dispute.
Disputes Overview: The Disputes Overview page lets you analyze disputes flow within the organization, identify specific dispute reasons that require attention and further
investigation, and identify those customers abusing the disputes mechanism to delay payments. The Disputes Overview page also allows users easy access to a specific dispute to
investigate and possibly cancel it.
Outstanding Receivables Overview: This third Outstanding Receivables Overview page also provides an overview of open receivables transactions and associated key metrics.
This page targets the requirements of receivables personnel for identifying potential outstanding receivables issues. You can narrow and analyze individual receivables
transactions to initiate appropriate action.
Billing Process Overview: The Billing Process Overview page allows receivables personnel to analyze and process billing transactions. This page displays potential issues that
require attention in the billing process, such as incomplete transactions, adjustments pending approval, and import errors.
Payment Process Overview: The Payment Process Overview page provides an overview of payment processes, transactions, and associated key metrics. This page targets the
requirements of receivables personnel responsible for streamlining the processing of payment-related transactions, and provides information on items that require attention for
ensuring smooth processing of receipt and remittance batches, unapplied receipts, and resolution of lockbox errors.
Payment History: The Payment History page provides an overview of paid transactions and payments, and associated key metrics. This page targets the requirements of
receivables personnel and provides insight into recent historical payment patterns across customers and operating units.
Outstanding Receivables Overview page (internal): addresses the needs of internal users that may include collections personnel, account managers, sales support, and so on.
Outstanding Receivables Overview page (external): addresses the needs of external customers requiring easy access to individual transactions and to take specific action.
BIZINSIGHT CONSULTING INC.
ENDECA INFORMATION DISCOVERY FOR ORACLE RECEIVABLES(EBS)
Outstanding Receivables Overview Page (internal)
Outstanding Receivables Overview Page (external)
Disputes Overview Page
Outstanding Receivables Overview Page
Billing Process Overview Page
Payment Process Overview Page
BIZINSIGHT CONSULTING INC.
ENDECA INFORMATION DISCOVERY FOR ORACLE RECEIVABLES(EBS)
Outstanding Receivables Overview Page (internal)
Outstanding Receivables Overview Page (external)
Disputes Overview Page
Outstanding Receivables Overview Page
Billing Process Overview Page
Payment Process Overview Page
Open Disputes Amount
Sum of all open Disputes amounts as of the System Date.
Open Disputes Count
Total number of open Disputes as of the System Date
Approved Disputes Amount
Sum of all Disputes amounts where Dispute Status = Approved
Rejected Disputes Amount
Sum of all Disputes amounts where Dispute Status = Rejected
Total Outstanding Balance
Sum of all open receivables transactions Due Amount (including Credit
Memos).
Past Due Balance
Sum of all debit transactions Due amount where the Due Date < System
Date.
Current Balance
Sum of all debit transactions Due amount where the Due Date >= System
Date.
On Account Credit Memos Balance
Sum of all credit transactions amount, independent of Due Date value.
Ledger Currency
Either value of the currency attribute selected or 'Multiple'
if either no currency or multiple currencies are selected
by the user.
Import Errors
Total count of all import errors.
Incomplete Transactions
Total count of all incomplete transactions.
Pending Adjustments Amount
Sum of all adjustments pending approval.
Pending Adjustments
Total count of all adjustments pending approval.
Ledger Currency
Unapplied Receipts
Unapplied Receipts Balance
Receipt Batches
Remittance Batches
Lockbox Errors
Total Outstanding Balance
Sum of all open Debit transactions
(Transaction amount - Payment and Credit
s - Adjusted amount) - Sum of all open Credit transactions
amount.
Past Due Balance
Sum of all debit transactions Due amount where the
Due Date < System Date.
Current Balance
Sum of all debit transactions Due amount where the
Due Date >= System Date
Unapplied Credit
Sum of all credit transactions amount, independent of
Due Date value
Total Outstanding Balance
Sum of all open Debit transactions
(Transaction amount - Payment and Credits –
Adjusted amount) - Sum of all open Credit transactions
amount.
Past Due Balance
Sum of all debit transactions Due amount where the
Due Date < System Date.
Current Balance
Sum of all debit transactions Due amount where the
Due Date >= System Date
Unapplied Credit
Sum of all credit transactions amount, independent of
Due Date value
Available Discounts
Sum of all early payment discount amounts available
BIZINSIGHT CONSULTING INC.
ENDECA INFORMATION DISCOVERY FOR ORACLE RECEIVABLES(EBS)
THANK YOU
For addition information or Demo please feel free to reach us at
inquiry@bizinsightinc.com

Endeca information discovery for Oracle Receivables ( EBS)

  • 1.
    BIZINSIGHT CONSULTING INC. INFORMATIONDATA DISCOVERY FOR ORACLE RECEIVABLES (EBS) Bizinsight Consulting Inc. www.bizinsightinc.com inquiry@bizinsightinc.com ENDECA INFORMATION DISCOVERY FOR ORACLE RECEIVABLES(EBS)
  • 2.
    ENDECA INFORMATION DISCOVERYFOR ORACLE RECEIVABLES(EBS) Key Features 1. Key performance metrics 2. Instant search results 3. Search across organizations 4. Search on attached documents 5. Advanced visualization 6. Guided Navigation® 7. Range filters with histograms 8. Tag clouds 9. Charts 10. Cross tab 11. Fully integrated with Oracle EBusiness Suite 12. Available for both desktop and mobile devices Key Benefits: 1. See more and act faster 2. Mobile access with great performance 3. Experience quick user adoption and utilization 4. Improve communication of data with support for a variety of visualizations and charts 5. Fast deployment 6. No change to Oracle E-Business Suite database 7. Out-of-the-box UI and security integration 8. Analysis on structured and unstructured information from Oracle E-Business Suite investments 9. Flexibly meet new business requirements through configuration instead of custom coding BIZINSIGHT CONSULTING INC. What is Endeca Information discovery for EBS • Oracle E-Business Suite Extensions for Oracle Endeca is Data discovery platform , enable enterprises to optimize operational decisions and improve process efficiency with real-time access to operational data, driving better cost and revenue decisions. • It is based on a patented hybrid search-analytical database, and gives IT a centralized platform to rapidly deploy interactive analytic applications, and keep pace with changing business requirements while maintaining information governance • It’s simple, and intuitive UI which is easy for functional users to understand. • Enhanced display capabilities for Interactive Data Exploration and Analysis • It enables a conversation with your information. • It’s integrated and secure. Out of the box on day one you can embed this seamlessly into your existing applications using the core security enabled for a given user. Endeca honors the same security settings for your data as the EBS suite does. What you cannot see in EBS you cannot see in Endeca.
  • 3.
    BIZINSIGHT CONSULTING INC. ENDECAINFORMATION DISCOVERY FOR ORACLE RECEIVABLES(EBS) Oracle AR Views CLOVER ETL /ETL Server Studio Server (Endeca Apps) Endeca Page to display data from AR Data Store DATABASE ENDECA EBS Endeca Server AR Data Store STUDIO SERVERMDX SERVERINTEGRATOREBS VIEWS Oracle AR ViewsOracle AR ViewsOracle AR ViewsOracle AR ViewsOracle AR Views ARCHITECTURE
  • 4.
    BIZINSIGHT CONSULTING INC. Studio InteractiveBusiness Discovery Create and Share Apps Endeca Server Hybrid Search/Analytical Database Flexible Data Model Integration Suite Data Integration and Enrichment Structured and Unstructured Integration Suite  Lightweight ETL with native Endeca Server connectivity  Java SDK for extensibility – easily connect to additional data feeds and APIs  Modules for unstructured data: • Text Enrichment • Sentiment Analysis • Content Management System Connectors INTEGRATION SUITE/COMPONENTS Oracle Endeca Server  Hybrid search/analytical database  Search, navigation, and analytics on diverse, changing information  Designed for Discovery • Flexible data model • Columnar storage • In-memory analytics Studio  Interactive, visual discovery environment  Drag-and-drop configuration  Full-featured component library  Based on best practice UI design patterns  Built on Java portal technology standards ENDECA INFORMATION DISCOVERY FOR ORACLE RECEIVABLES(EBS)
  • 5.
    BIZINSIGHT CONSULTING INC. ENDECAINFORMATION DISCOVERY FOR ORACLE RECEIVABLES(EBS) Oracle Receivables Extensions for Oracle Endeca enables internal and external users to quickly identify potential problem areas within their area of responsibility, navigate to specific transactions requiring attention, and take necessary actions. You can search using Receivables pages and Endeca Information Discovery (EID) design tools. These pages are hosted in an EID environment, and called from new container pages in EBS. In Oracle Receivables, the following pages enable search functions using Endeca Information Discovery integration: Outstanding Receivables Overview: The Outstanding Receivables Overview pages provide an overview of open receivables transactions and associated key metrics. There are two Outstanding Receivables Overview pages: Outstanding Receivables Overview page (internal) Outstanding Receivables Overview page (external) You can filter and view the individual transaction details, and take appropriate actions on an individual transaction or across multiple transactions, such as Pay, Print, or Initiate Dispute. Disputes Overview: The Disputes Overview page lets you analyze disputes flow within the organization, identify specific dispute reasons that require attention and further investigation, and identify those customers abusing the disputes mechanism to delay payments. The Disputes Overview page also allows users easy access to a specific dispute to investigate and possibly cancel it. Outstanding Receivables Overview: This third Outstanding Receivables Overview page also provides an overview of open receivables transactions and associated key metrics. This page targets the requirements of receivables personnel for identifying potential outstanding receivables issues. You can narrow and analyze individual receivables transactions to initiate appropriate action. Billing Process Overview: The Billing Process Overview page allows receivables personnel to analyze and process billing transactions. This page displays potential issues that require attention in the billing process, such as incomplete transactions, adjustments pending approval, and import errors. Payment Process Overview: The Payment Process Overview page provides an overview of payment processes, transactions, and associated key metrics. This page targets the requirements of receivables personnel responsible for streamlining the processing of payment-related transactions, and provides information on items that require attention for ensuring smooth processing of receipt and remittance batches, unapplied receipts, and resolution of lockbox errors. Payment History: The Payment History page provides an overview of paid transactions and payments, and associated key metrics. This page targets the requirements of receivables personnel and provides insight into recent historical payment patterns across customers and operating units. Outstanding Receivables Overview page (internal): addresses the needs of internal users that may include collections personnel, account managers, sales support, and so on. Outstanding Receivables Overview page (external): addresses the needs of external customers requiring easy access to individual transactions and to take specific action.
  • 6.
    BIZINSIGHT CONSULTING INC. ENDECAINFORMATION DISCOVERY FOR ORACLE RECEIVABLES(EBS) Outstanding Receivables Overview Page (internal) Outstanding Receivables Overview Page (external) Disputes Overview Page Outstanding Receivables Overview Page Billing Process Overview Page Payment Process Overview Page
  • 7.
    BIZINSIGHT CONSULTING INC. ENDECAINFORMATION DISCOVERY FOR ORACLE RECEIVABLES(EBS) Outstanding Receivables Overview Page (internal) Outstanding Receivables Overview Page (external) Disputes Overview Page Outstanding Receivables Overview Page Billing Process Overview Page Payment Process Overview Page Open Disputes Amount Sum of all open Disputes amounts as of the System Date. Open Disputes Count Total number of open Disputes as of the System Date Approved Disputes Amount Sum of all Disputes amounts where Dispute Status = Approved Rejected Disputes Amount Sum of all Disputes amounts where Dispute Status = Rejected Total Outstanding Balance Sum of all open receivables transactions Due Amount (including Credit Memos). Past Due Balance Sum of all debit transactions Due amount where the Due Date < System Date. Current Balance Sum of all debit transactions Due amount where the Due Date >= System Date. On Account Credit Memos Balance Sum of all credit transactions amount, independent of Due Date value. Ledger Currency Either value of the currency attribute selected or 'Multiple' if either no currency or multiple currencies are selected by the user. Import Errors Total count of all import errors. Incomplete Transactions Total count of all incomplete transactions. Pending Adjustments Amount Sum of all adjustments pending approval. Pending Adjustments Total count of all adjustments pending approval. Ledger Currency Unapplied Receipts Unapplied Receipts Balance Receipt Batches Remittance Batches Lockbox Errors Total Outstanding Balance Sum of all open Debit transactions (Transaction amount - Payment and Credit s - Adjusted amount) - Sum of all open Credit transactions amount. Past Due Balance Sum of all debit transactions Due amount where the Due Date < System Date. Current Balance Sum of all debit transactions Due amount where the Due Date >= System Date Unapplied Credit Sum of all credit transactions amount, independent of Due Date value Total Outstanding Balance Sum of all open Debit transactions (Transaction amount - Payment and Credits – Adjusted amount) - Sum of all open Credit transactions amount. Past Due Balance Sum of all debit transactions Due amount where the Due Date < System Date. Current Balance Sum of all debit transactions Due amount where the Due Date >= System Date Unapplied Credit Sum of all credit transactions amount, independent of Due Date value Available Discounts Sum of all early payment discount amounts available
  • 8.
    BIZINSIGHT CONSULTING INC. ENDECAINFORMATION DISCOVERY FOR ORACLE RECEIVABLES(EBS) THANK YOU For addition information or Demo please feel free to reach us at inquiry@bizinsightinc.com

Editor's Notes

  • #5 Talking Points Let’s take a closer look at what is going inside this Endeca appliance I won’t go into the exact mechanics of what makes Endeca very different from other databases, if you need further information I would encourage you to enlist the help of an AT who can get into the memory structure and architecture of the Endeca Server. For a business perspective you need to know the following EBS views provide our out of the box feed to the Endeca Server Integrator takes those views which normalize the data and pump it into the Server (database) This process can be run at user pre-defined intervals which makes sense for the customer. Depends on area of business. Very granular, each path can be fired at will The server doesn’t require a fixed structure. You don’t need to know your data model and the 5th question when you create it. Very flexible. Take data as is. This is also referred to as your data store / data source Studio server provides the rich container based UI which can easily be manipulated by a functional end user and not an engineer. Infact in our own EBS development we encouraged our own PMs to create the components and the engineers handles the view creation and graph creation. All of this sits on one server, ideally an exalytics or exalogic server but really any linux server will do.