PMDB Project Management Database Collaborate 2017 Collaborate 17 Shared by members from www.projctrl.com | For more resources visit www.projctrl.com Project Management, Project Controls, Oracle, P6, Collaborate, Program Controls, PPM, Career, Whitepapers, Unifier, Prime, EPPM

1. Session ID:
Prepared by:
Leverage Oracle Projects features
and functionality to bill customers
modeled in multiple ways
10362
Kalyan Pantina, RJT Compuquest Inc.
Mani Kumar Manda, Rhapsody Technologies, Inc.
@kalyanc444
@mani_manda

2. April 2-6, 2017 in Las Vegas, NV USA #C17LV
Agenda
Introduction
Business Needs
TCA 101
Customer Models
Business Process
Solution Design
Pros & Cons
Conclusion
Q&A

3. Introduction

4. April 2-6, 2017 in Las Vegas, NV USA #C17LV
About Presenter
4
• Accomplished lead/manager, solutions architect,
SME & business analyst professional with over
15 years of experience in many industries.
• Experience with Oracle EBS Projects Suite (R12
& 11i), Oracle EBS Financials (R12 and 11i),
Oracle Fusion Financials and Cloud Projects
Portfolio Management R7,8,9,10,11.
• Oracle R12 Certified Professional.
• Chartered Accountant from ICAI.
Kalyan Pantina
RJT Compuquest Inc.
Houston, TX, USA

5. April 2-6, 2017 in Las Vegas, NV USA #C17LV
About RJT Compuquest
Highlights
RJT Compuquest is an award-
winning consultancy that
delivers dynamic IT staffing
and ERP services for clients
around the world. With more
than two decades of growth
and unparalleled expertise
spanning the tech spectrum,
RJT sets a new benchmark for
IT consulting.
Oracle Platinum Partner
ERP Assessments
Implementations
Technical & Functional Upgrades
Training & Workshops
Optimization Projects
Strategy & Architecture
Full Service Staffing

6. April 2-6, 2017 in Las Vegas, NV USA #C17LV
About Presenter
6
• President of Rhapsody Technologies,
• Frequent speaker of topics associated with
Master Data Management (MDM), Data Quality
(DQ) and Data Governance (DG)
• Founder and Chair for OAUG MDM SIG
– http://mdmsig.oaug.org
• Member of OAUG Education Committee
– http://www.oaug.com
• Board Member of APICS Fox-River Chapter
– http://www.apics-foxriver.org
• Working with ERP, CRM and MDM applications
for over 20 years for clients in many industries
Mani Kumar Manda
Rhapsody Technologies, Inc.
Naperville, IL, USA

7. April 2-6, 2017 in Las Vegas, NV USA #C17LV
About Rhapsody
7
SERVIE OFFERINGS
Assessments/Audits
Business Case Development
Data Governance Initiatives
Data Quality Initiatives
Health Checks
Implementation Roadmaps
Implementations/Upgrades
Strategy & Architecture
Training & Workshops
OUR BELIEFS
We believe in the pursuit of
Business Excellence by laying
a solid foundation of data
management framework in
alignment with Organizational
Vison and Goals.
We believe in empowering
Business by providing best
Master/Reference data; data
that is highly reliable, accurate
and a complete set.

8. Business Need - Projects
Uptake of Customer Model

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Business Need
• Consolidated Billing in Service companies.
• Implement Complex Business Process via Standard and
extended functionality across modules
• Solution requires careful orchestration of the design across
Customers, Project Billing, Service Contracts, Accounts
Receivable and BPA with seamless integration.
• Maintaining Reporting Dashboards
• Requirement is to have a single profitability dashboard across
multiple Customer Installations that occur over a period of
time and associated monthly services.

10. April 2-6, 2017 in Las Vegas, NV USA #C17LV
Considerations
Following business critical aspects were considered in
building a solution to meet the clients needs:
• Modeling Customers in multiple ways
• Integrating Project Billing functionality with Customer models
and Service Contracts
• Having a single project Vs. multiple projects representing the
same end customer.
• Various consolidation and bill presentation methodologies.

11. TCA 101

12. April 2-6, 2017 in Las Vegas, NV USA #C17LV
What is TCA?
• TCA stands for Trading Community Architecture that lets
you capture and maintain the trading community of your
business including the ability to capture
• real world entities,
• and their locations,
• relationships between them,
• contacts of these entities,
• with their phone/fax/cell numbers, email, etc.

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What is TCA?
TCA
ERP CRM SCM HR PRM

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What is TCA?
TCA Entities
Contracts Campaigns Events Collateral Leads Opportunities
Service
Requests
Quotes Orders Invoices Statements Tasks
Install Base Notes

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What is TCA?
Corporate Hierarchies, Third Party Relationships, etc., using Party Relationships
Tools such as DQM/Data Librarian to search, de-dupe and maintain clean data
System of Record and Source System References
Extensible Data Model
Customer Data Enrichment from third parties such as D&B
Validation of addresses with content providers such as Trillium, First Logic
Public and Private Java and PL/SQL APIs, Web Services
Database Schema (HZ Tables)

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TCA - Key Entities for Customer Data
Contacts
Locations
Customer Accounts
Party Relationships
Parties

17. April 2-6, 2017 in Las Vegas, NV USA #C17LV
TCA Structure prior to Selling Relationship
Party
Party
Party
Party Relationship(s)
Party
Party
Party Site(s)
Party
Party
Party
Site Use(s)
Party Usage
Assignments
Party Usage
Assignments
Party Usage
Assignments

18. April 2-6, 2017 in Las Vegas, NV USA #C17LV
TCA Structure with the Selling Relationship
Party
Party
Party
Party Relationship(s)
Party
Party
Party Site(s)
Party
Party
Party
Site Use(s)
Party Usage
Assignments
Party Usage
Assignments
Party Usage
Assignments

19. Customer Models

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Option #1 - Party Centric Model
Party 1
Account 1
Site 1
Party
Site 1
Party 2
Account 2
Site 2
Party
Site 2
Party 3
Account 3
Site 3
Party
Site 3

21. April 2-6, 2017 in Las Vegas, NV USA #C17LV
Option #2 - Site Centric Model
Party
Account
Site 2
Party
Site 2
Party
Site 3
Site 3Site 1
Party
Site 1
Widely known as
Old AR model
Release 11 Model

22. Business Process

23. April 2-6, 2017 in Las Vegas, NV USA #C17LV
Business Process

24. Solution Design

25. April 2-6, 2017 in Las Vegas, NV USA #C17LV
Solution design
• Configure Customers using Party centric model
- TCA
• Configure One Project per technology (using Party Centric Customer) to include
Installation and Service Tasks.
- Project Billing
• Configure Service Contracts and service lines and associate Projects and Tasks to
service lines – Service Contracts
• Design Interface between Service Contracts and Projects/Tasks to move the
Service Revenue and Billing
- Service Contracts, Project Billing
• Interface Project Billing to Accounts Receivable including Customer Party, Site,
Task
- Project Billing, Accounts Receivable
• Utilize Balance forward billing and BPA to consolidate billing by Customer
(Multiple Projects by Technology), Task (Installation, Services), Customer
(Multiple Parties – Multiple Tasks)
- Accounts Receivable, BPA

26. April 2-6, 2017 in Las Vegas, NV USA #C17LV
Create Party Centric Customer

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Create contract project from Sales Estimate
using the party centric customer

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32. April 2-6, 2017 in Las Vegas, NV USA #C17LV

33. April 2-6, 2017 in Las Vegas, NV USA #C17LV
Create Service Contract and Contract lines,
link them to Project and Tasks

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35. April 2-6, 2017 in Las Vegas, NV USA #C17LV
Create Project Invoices from the Service
Contract feed at a Task level

36. April 2-6, 2017 in Las Vegas, NV USA #C17LV
Interface billing details to AR and create AR
Invoices

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Create Consolidated Bill in AR

38. Pros and Cons of using One
Project vs. Multiple projects for
billing a single customer.

39. April 2-6, 2017 in Las Vegas, NV USA #C17LV
Pros and Cons
Pros:
• Ease of consolidation of invoices
• Centralized reporting from one project
• Simplification of reconciliation between multiple sources of
data
• Flexibility to add multiple agreements and tasks as new
services are procured.
Cons:
• Overload Projects with multiple fields/data
• Build reconciliation reports at a task level

40. Conclusion

41. April 2-6, 2017 in Las Vegas, NV USA #C17LV
Conclusion
• Historically, customer data has been modeled in EBS
using site centric model. Project Billing has been
successfully tested and works using the site centric
model. In this session we have seen how Oracle Projects
can be implemented successfully using the party centric
model.
• In services industry, where Service Contracts and Oracle
Projects are implemented, we have seen how to
effectively model customers to meet service specific
needs as well use Oracle Projects to effectively bill the
Customers.

42. Q&A
Session ID: 10362

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Session ID: 10362

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Session ID: 10362
Reach us at 
Kalyan Pantina
RJT Compuquest Inc.
Kalyanc444@gmail.com
Mani Kumar Manda
Rhapsody Technologies, Inc.
mmanda@RhapTech.com