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R12 New Features In Order Management

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R12 New Features In Order Management

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R12 New Features In Order Management

  1. 1. <ul><li>R12 New Features in QTC Track </li></ul><ul><li>NCOAUG </li></ul><ul><li>22-Feb-08 </li></ul><ul><li>Ravi Sagaram </li></ul>
  2. 2. <ul><li>Agenda </li></ul><ul><li>Introduction </li></ul><ul><li>Discuss Key New Features </li></ul><ul><li>Questions and Answers </li></ul>
  3. 3. <ul><li>Key Features </li></ul><ul><li>Cascading Attributes from Header to Lines </li></ul><ul><li>Customer Acceptance </li></ul><ul><li>Deferred COGS and Revenue </li></ul><ul><li>Exception Management </li></ul><ul><li>Multi Org Access </li></ul><ul><li>Sales Agreements </li></ul><ul><li>Actual Ship Date </li></ul><ul><li>Parallel Pick Release </li></ul>
  4. 4. <ul><li>Cascading Attributes </li></ul><ul><li>Overview </li></ul><ul><li>Cascade Modified Attributes from Order Header to Lines </li></ul><ul><li>Advantages </li></ul><ul><ul><li>Reduces Manual Update of Multiple Lines </li></ul></ul><ul><ul><li>Reduces Multiple Key Strokes </li></ul></ul><ul><ul><li>Increases Productivity </li></ul></ul><ul><ul><li>Increases Accuracy </li></ul></ul>
  5. 5. <ul><li>Cascading Attributes </li></ul><ul><li>Usage </li></ul>
  6. 6. <ul><li>Cascading Attributes </li></ul><ul><li>Setups </li></ul><ul><li>Setup the Profile Option </li></ul><ul><li>‘ OM: Sales Order Form: Cascade Header Changes to Line’ </li></ul>
  7. 7. <ul><li>Cascading Attributes </li></ul><ul><li>Setups </li></ul><ul><li>Enable the Cascading Attributes. </li></ul><ul><li>Setup  Quick Codes  Order Management  Type – ‘OM_HEADER_TO_LINE_CASCADE’ </li></ul>
  8. 8. <ul><li>Customer Acceptance </li></ul><ul><li>Overview </li></ul><ul><li>In high tech industries like Telecom, the order process may not end with the shipping of the goods and services to the customer. </li></ul><ul><li>In many cases, the goods that are shipped might have to be installed, tested, and accepted before invoicing and revenue recognition. </li></ul><ul><li>There is no feature in R11 to record Customer Acceptance. </li></ul>
  9. 9. <ul><li>Customer Acceptance </li></ul><ul><li>Overview </li></ul><ul><li>R12 Provides a new feature ‘Revenue Contingency’ which can be used for pre billing or post billing customer acceptance. </li></ul><ul><li>In Pre-billing acceptance, the line gets invoiced, closed and revenue recognized after the acceptance. </li></ul><ul><li>In post Billing acceptance, the line gets closed and revenue recognized after the acceptance. </li></ul>
  10. 10. <ul><li>Customer Acceptance </li></ul><ul><li>Overview </li></ul><ul><li>Process diagram </li></ul>
  11. 11. <ul><li>Customer Acceptance </li></ul><ul><li>Overview </li></ul>Invoice Pending Acceptance is New in R12 – Can be used as Pre billing Acceptance
  12. 12. <ul><li>Customer Acceptance </li></ul>Close Line – Pending Acceptance is the new feature in R12– Can be used as Post Billing Acceptance
  13. 13. <ul><li>Customer Acceptance </li></ul><ul><li>Setups </li></ul><ul><li>Enable OM System Parameter ‘Enable Fulfillment Acceptance’ </li></ul><ul><li>Setup  System Parameters  Define  ENABLE_FULFILLMENT_ACCEPTANCE </li></ul>
  14. 14. <ul><li>Customer Acceptance </li></ul><ul><li>Setups (Contd..) </li></ul><ul><li>Define a Deferral reason ‘Customer Acceptance’ in the Revenue Management . Specify the removal event. There are 5 removal events </li></ul><ul><li>Define an assignment rule to assign the deferral reason to a parameter like receivables transaction type, customer, customer site, item etc. </li></ul><ul><li>Enable the folder fields for Customer Acceptance in Order Lines. </li></ul>
  15. 15. <ul><li>Customer Acceptance </li></ul><ul><li>Setups (Contd..) </li></ul>Accounting Rule Proof of delivery Delivery Ship to customer Payment Customer creditworthiness item Invoicing Pre-billing acceptance Invoice Type Customer Acceptance UT Customer Acceptance Bill to customer Contingency Expiration Installation Create an assignment rule to associate the deferral reason to a parameter Specify one of the following 5 removal events to the deferral reason Deferral Reason
  16. 16. <ul><li>Customer Acceptance </li></ul><ul><li>Usage </li></ul><ul><li>Customer Acceptance is recorded by user in the OM in the order header or order lines. </li></ul><ul><li>It is not possible to record acceptance for partial quantity. Either accept or reject full qty. </li></ul><ul><li>The acceptance can be recorded explicitly by the user or implicitly by time out feature (like 30 days from shipping etc.) </li></ul><ul><li>Once the acceptance is recorded, the line will progress to invoicing and close in the case of pre-billing or just close after post billing. </li></ul>
  17. 17. <ul><li>Customer Acceptance </li></ul><ul><li>Usage </li></ul><ul><li>A sales order with pre-billing customer acceptance </li></ul>
  18. 18. <ul><li>Customer Acceptance </li></ul><ul><li>Usage </li></ul>
  19. 19. <ul><li>Customer Acceptance </li></ul><ul><li>Usage </li></ul><ul><li>Use Additional Line Information or Order Information to record customer Acceptance </li></ul>
  20. 20. <ul><li>Customer Acceptance </li></ul><ul><li>Usage </li></ul>
  21. 21. <ul><li>Deferred COGS </li></ul><ul><li>Overview </li></ul><ul><li>Accounting Standards stipulate that COGS and Revenue are recognized in the same accounting period. </li></ul><ul><li>In R12, a new feature was provided to invoke deferred COGS instead of COGS upon shipment. </li></ul><ul><li>When revenue is recognized upon customer acceptance or a deferral reason, then an accounting transaction is created to hit the COGS account. </li></ul><ul><li>COGS will be recognized to the same percentage as the revenue. </li></ul>
  22. 22. <ul><li>Deferred COGS </li></ul><ul><li>Setups </li></ul><ul><li>Setup deferred COGS account in inventory organization </li></ul><ul><li>Setup  Organizations  Inventory  Other Accounts tab </li></ul>
  23. 23. <ul><li>Deferred COGS </li></ul><ul><li>Application </li></ul><ul><li>Enter, Book and Ship an Order in OM </li></ul><ul><li>Accounting transactions are generated against deferred COGS. </li></ul><ul><li>Invoice and close the line removing the revenue contingency. The transactions will reverse form DCOGS to COGS. </li></ul><ul><li>If it is a ship only line, reversal from DCOGS to COGS will take place upon closing of the line. </li></ul>
  24. 24. <ul><li>Exception Management </li></ul><ul><li>Overview </li></ul><ul><li>R12 provides a concurrent Program to preview and retry stuck transactions (due to errors in workflow) </li></ul><ul><li>In the Preview mode, a log is generated to give the reasons for the errors. </li></ul><ul><li>In the execution mode, the error WFs are retried </li></ul><ul><li>A concurrent Program was provided to retry these error WFS. The Program name is ‘Retry Errored Workflow Activities’ </li></ul><ul><li>Schedule to run this program – probably once in a day. </li></ul>
  25. 25. <ul><li>Exception Management </li></ul><ul><li>Usage </li></ul>
  26. 26. <ul><li>Multi Org Access </li></ul><ul><li>Overview </li></ul><ul><li>Multi Org Access feature in R12 provides access to data from multiple operating units without switching responsibilities. </li></ul><ul><li>Using this feature, users can </li></ul><ul><ul><li>View and create orders, BSAs, quotes etc. </li></ul></ul><ul><ul><li>Do setups for different operating units from the same responsibility. </li></ul></ul><ul><ul><li>Run reports for multiple OUs. </li></ul></ul>
  27. 27. <ul><li>Multi Org Access </li></ul><ul><li>Setups </li></ul><ul><li>Create a security profile using HR responsibility </li></ul><ul><li>Assign different OUs to the security Profile. </li></ul><ul><li>Assign the Security profile to the system profile ‘MO: Security Profile’ at the responsibility level. </li></ul>
  28. 28. <ul><li>Multi Org Access </li></ul><ul><li>Usage </li></ul><ul><li>Enable the Operating Unit field on the forms for BSA, Order Header, Quote Etc. This can be done using the Folder Tools. </li></ul><ul><li>Enter the value for OU before entering the other data. This will enable the other fields on the form. </li></ul><ul><li>When running reports, enter OU as the optional parameter. </li></ul>
  29. 29. <ul><li>Sales Agreements </li></ul><ul><li>Overview </li></ul><ul><li>BSAs are renamed as Sales Agreements in R12 </li></ul><ul><li>Sales Agreements have been enhanced to handle PTOs </li></ul>
  30. 30. <ul><li>Actual Ship Date </li></ul><ul><li>Overview </li></ul><ul><li>R12 Provided a new feature to enter Actual Departure Date (It can be even a future date) on the following. </li></ul><ul><ul><li>Pick Release Concurrent Program </li></ul></ul><ul><ul><li>Pick Release from the form </li></ul></ul><ul><ul><li>Ship Confirm Concurrent Program </li></ul></ul>
  31. 31. <ul><li>Actual Ship Date </li></ul><ul><li>Usage </li></ul><ul><li>Shipping  Release Sales Orders  Release Sales Orders SRS </li></ul>
  32. 32. <ul><li>Actual Ship Date </li></ul><ul><li>Usage </li></ul><ul><li>Shipping  Release Sales Orders  Release Sales Orders </li></ul><ul><li>Select Ship Confirm Rule to enable the actual departure date </li></ul>Actual Dep date
  33. 33. <ul><li>Actual Ship Date </li></ul><ul><li>Usage </li></ul><ul><li>Shipping  Release Sales Orders  Ship Confirm Deliveries SRS </li></ul>
  34. 34. <ul><li>Actual Ship Date </li></ul><ul><li>Setups </li></ul><ul><li>Setup  Shipping  Global Parameters </li></ul><ul><li>Enable Allow Future Ship Date </li></ul>
  35. 35. <ul><li>Parallel Pick Release </li></ul><ul><li>Overview </li></ul><ul><li>R12 Provides a new feature to launch Parallel Pick Release </li></ul><ul><li>This feature launches multiple workers for the pick release. </li></ul><ul><li>This will improve the performance of the pick release. </li></ul>
  36. 36. <ul><li>Parallel Pick Release </li></ul><ul><li>Usage </li></ul>
  37. 37. <ul><li>Parallel Pick Release </li></ul><ul><li>Setups </li></ul><ul><li>Set up the profile option ‘WSH: Number of Pick Release Child Processes’ to the N child processes (N> 2) </li></ul>
  38. 38. <ul><li>Questions </li></ul>
  39. 39. <ul><li>Thank You </li></ul><ul><li>[email_address] </li></ul><ul><li>630-849-9888 </li></ul>

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