CON6324_EBS_122_Beyond_Online_Patching_OOW2017_PUBLISHED.pdf

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |
Oracle E-Business Suite:
What’s New in 12.2 Beyond Online Patching
Continued Investments Across the Suite
Jeanne Lowell
Vice President, Product Strategy
Applications Development
Oracle
October 2017

Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.
3

Program Agenda
EBS Strategy and Overview
EBS 12.2 Modern User Experience
EBS 12.2 Innovation by Product Family
Where to Find More Information
Takeaways
4
1
2
3
4
5

Program Agenda
Takeaways
5
1
2
3
4
5

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 6
Modern User
Experience
and Mobility
Functional
Innovation
Strategic Investments for Oracle E-Business Suite Customers
Leverage EBS Strengths Combined with Broader Oracle Cloud Portfolio
CX
Cloud
HCM
Cloud
SCM
Cloud
ERP
Cloud
Adaptive
Intelligence
EXTEND EBS WITH ORACLE SaaS APPS – HYBRID COEXISTENCE
Operational
Efficiency
• Maintenance
• Field Service
• Manufacturing
• OM & Logistics
• Procurement
• Projects
• In-Memory Cost Mgmt
• Transportation Mgmt
• Product Hub
• Revenue Mgmt
• Reporting Cloud
• Planning & Budgeting
• Sales
• CPQ
• Service
• Recruiting
• HCM-Payroll
• HCM-ERP
Load
Balancing
Database
Cloud Service
Compute Networking
Exadata
Cloud Service
Storage
Cloud
Machine
Investments
for
EBS
Customers
UPTAKE EBS ENHANCEMENTS
REPLATFORM EBS ON ORACLE CLOUD INFRASTRUCTURE

Modern User
Experience
and Mobility
Functional
Innovation
CX
Cloud
HCM
Cloud
SCM
Cloud
ERP
Cloud
Adaptive
Intelligence
Operational
Efficiency
• Maintenance
• Field Service
• Manufacturing
• OM & Logistics
• Procurement
• Projects
• Product Hub
• Revenue Mgmt
• Reporting Cloud
• Sales
• CPQ
• Service
• Recruiting
• HCM-Payroll
• HCM-ERP
Load
Balancing
Database
Cloud Service
Compute Networking
Exadata
Cloud Service
Storage
Cloud
Machine
Investments
for
EBS
Customers

• Functionality leverages Oracle 11g R2
Edition-Based Redefinition features to
support online patching
• Patches can be applied while the
production system is fully operational
• Only a short downtime is required to
complete patching process
• The amount of downtime required by any
patch will be consistent
Online Patching: EBS 12.2 Signature Feature
Dramatically Reducing Patching Downtime
DBA
Business Users
8

Building Upon the Strengths of EBS Integrated Global Suite
Oracle E-Business Suite 12.2 Investment Themes
FUNCTIONAL
INNOVATION
Rich functional flows for modern
business
• Targeted Functional Themes
• Functional Efficiencies and Automation
MODERN
USER EXPERIENCE
AND MOBILITY
Simple and actionable
user experience
• Latest Oracle UI Look & Feel
• Modern User Interactions
• More HTML UIs
OPERATIONAL
EFFICIENCY
Lower cost and effort for
optimized operations
• Online Patching
• Latest Technology Uptake

Oracle E-Business Suite Release Roadmap
Continued Investment and Support for Years to Come
12.2 12.2.3 12.2.4 12.2.5 12.2.6 12.2.7 12.2.y 12.X
12.1 12.1.2 12.1.3
5/2009 12/2009 8/2010
Latest Release
9/2013 12/2013 9/2014 10/2015 9/2016
PREMIER SUPPORT THROUGH:
• Release 12.1: Dec. 2021
• Release 12.2: Sep. 2023
• Release 12.X: At least 2030 (minimum 10 years)
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The
development, release and timing of any features or functionality described for Oracle's products remains at the sole discretion of Oracle.
Copyright © 2017 Oracle
and/or its affiliates. All
rights reserved
9/2017

Program Agenda
Takeaways
11
1
2
3
4
5

Modern User
Experience
and Mobility
Functional
Innovation
CX
Cloud
HCM
Cloud
SCM
Cloud
ERP
Cloud
Adaptive
Intelligence
Operational
Efficiency
• Maintenance
• Field Service
• Manufacturing
• OM & Logistics
• Procurement
• Projects
• Product Hub
• Revenue Mgmt
• Reporting Cloud
• Sales
• CPQ
• Service
• Recruiting
• HCM-Payroll
• HCM-ERP
Load
Balancing
Database
Cloud Service
Compute Networking
Exadata
Cloud Service
Storage
Cloud
Machine
Investments
for
EBS
Customers

Oracle EBS User Experience and Mobile Strategy
Simple Actionable User Experience
12.1.3 and 12.2
Smartphone Apps
12.2
Latest Oracle UI Look & Feel
Modern User Interactions
More HTML UIs

Oracle EBS User Experience and Mobile Strategy
Simple Actionable User Experience
12.2
Latest Oracle UI Look & Feel
Modern User Interactions
More HTML UIs
12.1.3 and 12.2
Smartphone Apps

EBS 12.2: Latest Oracle UI Look and Feel
Common Look & Feel for Users of Both EBS and Cloud Apps

EBS 12.2: Modern User Interactions
• Tablet responsive layout
• Tablet gesture support
• Popups for DFF, attachments, more
• Column freeze
• Drag & drop for column resize & reorder
• WYSIWYG personalization for
administrators
16
Improved User Productivity with Tablet Optimizations and Less Navigation

• More core UIs now available in HTML
as alternative to Forms UIs
– Order Mgt: Sales Orders / Organizers
– Logistics: Receiving
– Logistics: Shipping & Reservations
– Logistics: Material Workbench
– Projects: Agreements
– EAM: Asset Creation and Update
– Service: Contact Center
– Service: Dispatch Center
17
EBS 12.2: More HTML UIs
More Flexible, Modern User Interfaces

Related Sessions: EBS UX and Mobility
Suite
Wed 1:00p Oracle E-Business Suite User Experience and Mobility: Update, Strategy, and Roadmap [CON6323]
UX and Mobile Framework Sessions
Mon 5:45p Oracle E-Business Suite Modern User Interface with Rich Personalization [CON6369]
Wed 12:00p Faster and Better: Oracle E-Business Suite Desktop Integration Enhancements [CON6368]
Wed 3:30p Build, Deploy, and Manage Smartphone Applications for E-Business Suite [CON6370]
Product Specific Sessions
Many UX and mobile covered in various product family and product sessions

Program Agenda
Takeaways
19
1
2
3
4
5

Building Upon the Strengths of EBS Integrated Global Suite
EBS Innovation Across the Suite
20
Projects &
Procurement
Financials
Human
Capital
Asset Lifecycle
& Service
Manufacturing
& Planning
Order Mgt
& Logistics
EBS
Procurement
& Projects
Order Mgt
& Logistics
Human
Capital
Magt
Financials
Manufacturing
& Planning
Asset Lifecycle
& Service
Investment Drivers
 Ongoing Development for Targeted Themes
 Customer Requests & Voting

Value of EBS 12.2 Upgrade: ERP, HCM & AppsTech
Procurement
• Modern Shopping with Catalog Spend
• Procurement & Contract Efficiencies
• Supplier Management & Assessments
• Sourcing Flexibility and Alignment
• CLM: Efficiencies and Enhancements
• Project Procurement+*
• Procurement Command Center+*
• UX: Mobile*
Projects
• Advanced Project Planning and Controls+*
• Enhanced Project Billing incl Federal Billing
• Labor Costing with Payroll
• Schedule of Values, Cost Breakdown Str.
• UX: New/Enhanced HTML UIs
• UX: Mobile*
• Info Discovery*
Human Capital Management
• Time and Labor: Enhanced Processing, UX
• UX: Enhanced HTML UIs
• Payroll Efficiency: Dashboard*, Retropay*
• SSHR Efficiency: Txn Dashboard*
• UX: Mobile*
• Info Discovery*
• Global and Legislative Support*
Applications Technology
• Online Patching for Reduced Downtime
• Latest Technology Uptake
• UX: Latest Oracle UI Look and Feel
• UX: Modern User Interactions
• WebADI Productivity and Performance
• Apps Foundation: Functional Efficiencies
• UX: Mobile App Foundation*, Approvals*
Financials
• AR and Collections Automation, Tax
• GL and AP Approval Efficiency
• Enhanced Report Manager
• Lease: Terminations, Usage
• UX: Mobile*
• Info Discovery*
• Global and Legislative Support*
Channel Revenue Management
• Enhanced Volume Offers
• Channel Period Management
• Standalone Support/Non-EBS Integration
• Enhanced Global Support
• Info Discovery*
+ New Product
* Available for 12.1.3 and 12.2

Value of EBS 12.2 Upgrade: SCM
Order Management
• Selling Combo of Products and Services
• Quoting Validation, Approvals, Efficiency
• UX: New HTML UIs
• Functional Efficiencies and Performance
• Contract Renewal Command Center+*
• UX: Mobile*
• Info Discovery*
Logistics
• Flexible Material and Serial Tagging
• Warehouse Throughput Efficiencies
• Advanced Catch Weight
• Yard Management+
• UX: New HTML UIs
• UX: Mobile, MSCA*
• Info Discovery*
Asset Lifecycle Management
• Linear Asset Management
• Map Visualization for Assets and Work
• Safety Management
• UX: New/Updated HTML UIs
• UX: Mobile*
• Info Discovery*
Service
• Global Service Operations
• Multiple Products on 1 Service Request
• Robust Field Service, Spares, and Repairs
• Project Execution with Field Service
• Srv Contracts: Configurability, Usage Billing
• UX: Mobile, Mobile Field Service*
• Info Discovery*
Manufacturing
• Mfg Inventory Controls: E-Kanban, Day 0
• Serialized Manufacturing Productivity
• Process Mfg: Outside Processing, Yield
• Outsourced Manufacturing+*
• UX: Mobile*
• Info Discovery*
Value Chain Planning
• Service Parts Planning
• Ubiquitous High Volume Analytics
• Inventory Policy Planning
• UX: New/Enhanced UIs
• Customer-Driven Industry Enhancements
+ New Product

EBS Order Management Investment Themes
23
EBS
Procurement
& Projects
Order Mgt
& Logistics
Human
Capital
Magt
Financials
Manufacturing
& Planning
Asset Lifecycle
& Service
Investment Themes
 Selling Combination of Products and Services
 Quoting Validation, Approvals, Efficiency
 UX: New HTML UIs
 Functional Efficiencies and Performance
 Contract Renewal Command Center+*
 UX: Mobile*
 Info Discovery*

Order Management
• Subscription Billing
• Order HTML UI
• UDAs; Credit Checks; Holds; more
• Enh Performance & Productivity
• Enhanced Gross Margin Calculations
Sales Contracts: UDAs
Quoting: Validation Fwk; Parallel
Approvals; More
Customer Hub: Spatial Data, Address
Validation, More
iStore: Carousel view; More
Contract Renewal Command Center (new)
Order Management
• Recurring Billing
• Performance and Productivity Enhs
Quoting
• Approvals with Electronic Signatures;
Usability Enhancements
Customer Hub
• Google Maps Integration; Enhanced
Merge
24
Order Management
• Milestone Billing
• Manual Item Substitution After
Booking
• Schedule Order Enhancements
Quoting
• Quote Status Transition by OU;
Defaults, Updates; More
iStore
• Order Type per Specialty Site; Email
Notification Style
Customer Hub
• Enhanced Party Merge
Order Management 12.2 Highlights
Improved Automation and Productivity for Combinations of Order Offerings
Release 12.2 – 12.2.5 Release 12.2.6 Release 12.2.7

Subscription Billing
• Flexible ordering and billing for
combination of products, services,
subscriptions, and warranties
Recurring Billing
• Bill pre-defined number of bills or
indefinitely until termination
25
Milestone Billing
• Bill upon milestone completion
based on predefined OM events,
as well as custom defined
milestones
Order Mgt 12.2: Selling Combination of Products & Services
More Automation for New Business Models
Release 12.2 – 12.2.5 Release 12.2.7
Release 12.2.6

• Subscription ordering
– Capture subscription related attributes in OM and
pass on to Service Contracts
– Issue 1st bill from OM; others from Service Contracts
– Adv Pricing: Service Item in Promotion Modifiers,
Non-Continuous Price Breaks
– Subscription contracts as promotional goods and as
exploded / included items in Order Import
– Grouping multiple subscription contracts on one
sales order into one service contract
• Enhanced billing for extended warranty
• Sell a model with various services as options
– e.g. Cloud Subscription, with Apps, Java, Social
26
OM/Pricing: Selling Subscriptions and Services
Flexible Ordering for Combination of Products, Services, Subscriptions, and Warranties
12.2.2 - 12.2.5

• Recurring billing in Order Mgt
– Standard shippable and non-shippable items
– Flexible options for billing
• Bill indefinitely until termination
• Fixed/pre-defined number of bills
– RMA terminates recurring billing
• Typical use cases
– Rental contract for open-ended period
– Simple subscription contract for defined period
27
Order Management: Recurring Billing
Flexible Billing for Services using Order Management
12.2.6
Billing Plan Lines for Sales Order Line in OM

• Billing for order lines using milestones
– Products with long lead time and/or
installation services (e.g. MRI machines, ATMs)
– Example milestone billing
• Bill 20% down payment on booking
• Bill 50% on shipping
• Bill 30% on customer acceptance
• Milestone completion based on
– OM events (booking, fulfillment, acceptance)
– Custom defined milestones
28
Order Management: Milestone Billing
More Automation for Complex Order Billing
12.2.7
Billing Plan Lines for Sales Order Line in OM

Increase Productivity with Configurable HTML UI and Tablet Friendly Layout
Order Management: HTML User Interface
12.2.4

EBS Logistics Investment Themes
30
Projects &
Procurement
Financials
Human
Capital
Asset Lifecycle
& Service
Manufacturing
& Planning
Order Mgt
& Logistics
EBS
Procurement
& Projects
Order Mgt
& Logistics
Human
Capital
Magt
Financials
Manufacturing
& Planning
Asset Lifecycle
& Service
Investment Themes
 Flexible Material and Serial Tagging
 Warehouse Throughput Efficiencies
 Advanced Catch Weight
 Yard Management+
 Functional Efficiencies and Automation
 UX: New HTML UIs
 UX: Mobile, MSCA*
 Info Discovery*
+ New Product

Inventory Management
• Flexible Serial Tagging
• Advanced Catch Weight
• Receiving HTML UI
• Optional Lots; Return to Vendor; More
Landed Cost Management
• Estimated Landed Cost Enh; more
Warehouse Management
• Inbound Task Mgt; Nested LPNs; Zone
Picking; Mobile Task UI
MSCA
• Personalization Enhs; Single Sign-On
Yard Management (new)
• Material Classification Tagging
• More HTML UIs: Shipping;
Reservations; Enhanced Receiving
Landed Cost Management
• Landed Costs for Project Mfg; Reports
Warehouse Management
• Inbound Task Mgt; Zone Based
Counting; Label Printing
Yard Management
• User Configurable Rules; Graphical WB;
Distributed Yard Mgt
31
• Material Workbench HTML UI
• Enhanced Receiving and Shipping
HTML UIs
Inventory / Warehouse Management
• Enhanced Shipping / OTM Integration
MSCA
• Label Reprint by Any User; Default Org
upon Login; more
Logistics 12.2 Highlights
Improved Automation and Productivity for Logistics Flows

• Assign and track serial numbers at
material point of work: work order issue,
sales order picking, field service debrief,
return to vendor
• Item does not need to be serial
controlled to capture serial information
during key transactions
• Available in Inventory and Warehouse
Management orgs
32
OM/Logistics: Flexible Serial Tagging
Reduce Data Overhead by Capturing Serial Numbers Only at Point of Use
12.2.5

• Divide warehouse into pick zones with
workers assigned to each zone
• Divide large sub-inventory into smaller
zone or combine smaller sub-inventories
into single zone to maximize picking
• Assign worker tasks based on zones
• Pick and put away items based on zones
33
WMS: Zone Picking
Reduce Idle Time and Improve Picking Efficiency Throughout Warehouse
12.2.5

Receiving HTML User Interface
Increased Productivity with Configurable HTML UI That Can Also Run on Tablet
Deliver
Receive
34
12.2.5 - 12.2.6

Shipping HTML User Interface
• Simplified UIs for shipping operations
– Informational tiles
– Simplified summary and starting point for
daily operations
– Easy drill-down capabilities
• Execute all available shipping actions
• Role based access
Confidential – Oracle Internal/Restricted/Highly Restricted 35
Increased Productivity with Configurable HTML UI That Can Also Run on Tablet
12.2.6

• New HTML UI as
alternative to Forms UI
• Faceted search and
browsing approach make
it easier for users to
locate materials
• Configurable /
personalizable
36
Inventory: Material Workbench HTML User Interface
Increased Productivity with Configurable HTML UI and Faceted Search
12.2.7

Mobile Supply Chain Apps (MSCA): Android & iOS Support
37
• Android and iOS support
• Uses same validation and personalization
across operating systems
Off-Cycle Release
GA: July 2016

Investment Themes
 Modern Shopping with Catalog Spend
 Supplier Management & Assessments
 Procurement & Contract Efficiencies
 Sourcing Flexibility and Alignment
 CLM: Customer Enhancements
 Project Procurement+*
 Procurement Command Center+*
 UX: Mobile*
EBS Procurement: 12.2 Investment Themes
38
Projects &
Procurement
Financials
Human
Capital
Asset Lifecycle
& Service
Manufacturing
& Planning
Order Mgt
& Logistics
EBS
Procurement
& Projects
Order Mgt
& Logistics
Human
Capital
Magt
Financials
Manufacturing
& Planning
Asset Lifecycle
& Service
+ New Product

Oracle Advanced Procurement Suite
Complete Coverage Across All Purchasing Categories
Marketing
 Advertising
& Print
 Shows and
Promotions
Self-Service
 Office Supplies
 Contingent Labor
 Travel and
Entertainment
Production
 Raw Materials
 Components
 Assemblies
Facilities
 HVAC
 Janitorial
 Landscaping
 Utilities
 Furniture &
Fixtures
Logistics
 Full truck, LTL, Parcel, etc.
 Ocean, Air and Rail
 Warehouse /
Logistics Services
 Fleet and
Maintenance Services
Maintenance
 Repair Supplies
 Replacement Parts
 Equipment
 Tooling
Info Technology
 Hardware, Software
 Leasing and Financial Services
 Professional Services
 Networking, Wireless
Project Management
 Capital Expenditures
 Building & Construction
 Fleet Purchases
Complete
Category
Mgmt
Spend
Categories
Engineered
Goods
Indirect
Goods
Services
Direct
Materials

• Universal Catalog Search *
• Ratings and Reviews for Items and
Services *
• Improved Homepage *
• Multiple Supplier Catalog Upload *
• One-Step Checkout
• Reuse of Smart Forms Across
Operating Units
• Spot Buy for Privileged Requesters
• Home Pages for Casual and
Experienced Users *
• Search Rank *
• Preferred Items Indicators *
• Requestor Visibility into Procurement
Operations *
40
• Auto-Suggest Catalog Items *
• New Supplier Onboarding for Non
Catalog & Contractor Requests
• New Supplier Creation for Spot Buy
• Show Procurement Activities to
Requesters *
• New Requester Notifications for
Purchase Order Status Updates
• Simplified Shopping Cart UI
iProcurement 12.2 Highlights
Efficient Consumer-Like Shopping While Minimizing Non-Catalog Spend
* denotes iProcurement Information Discovery feature

EBS iProcurement and Procurement Information Discovery
41
Efficient Consumer-Like Shopping While Minimizing Non-Catalog Spend
Search and
Filter
Ratings and
Reviews
Compare Items

Guided Buying Toward Catalog Items
iProcurement Info Discovery: Auto-Suggest Catalog Items
Requester Non catalog
request
Auto-suggest
catalog items
based on entered
details
12.2.7
Select
catalog
item
Request to
buyer to add
item to
catalog
Continue with
non- catalog item
42

iProcurement: Spot Buy
43
Reduce Buyer Workload Where Procurement Team Adds Limited Value
Authorized
Requester
Approved
Requisition
(use AME rules to skip)
Approved
PO
Supplier
Spot Buy
(12.2.6)
Supplier Creation
(12.2.7)
12.2.6 - 12.2.7
Send PO
Supplier
Record

Purchasing
• Spreadsheet Authoring of PO Lines
Procurement Contracts
• User Defined Attributes (UDAs)
Services Procurement
• Advances, Recoupment, and Retainage
• Job Standardization for Contingent
Procurement Command Center (New)*
• Operational and Analysis Dashboards
• Action items / Buyer Notes
• Related Contracts and Contract
Hierarchy
Services Procurement
• Support for Foreign Currency in
Contractor Request
Procurement Command Center*
• Strategic Sourcing Dashboard
• WedADI for Bulk Updates of Pos
• Buyer Notes: Forecasted & Planned
Dates
44
Purchasing
• Automated Grouping of Multiple
Requests to Purchase Order
• Validate Agreement Line Amount
During Order/Release Submission
• Content Search and Snippet Review
Procurement Command Center*
• Support for Partial Search
Purchasing / Procurement Contracts: 12.2 Highlights
Better Compliance, Operational Efficiency, Leverage Economies of Scale for Savings
* denotes product built using Information Discovery

• Define Contract Hierarchy to Understand
Term Landscape
• Relate Procurement Documents and
Repository Contracts
45
Procurement Contract Relationships
More Complete View of Related Procurement Documents and Contracts
Blanket
Purchase
Agreement
Umbrella
Agreement
Master
Service
Agreement
Contract
Purchase
Agreement
Non-
Disclosure
Agreement
Visibility to
direct links and
their related
contracts
12.2.6
Contract Repository
Blanket
Purchase
Agreement
Master
Agreement
Contract
Purchase
Agreement
Non Disclosure,
Network Access,
....
Purchase
Order Related Legacy
Contract
Purchasing

Quickly Locate Contracts
Procurement Contracts: Content Search
1. Find contracts containing
certain text
2. Review contracts with a match 3. Open contract file to view
snippet, open, and download
documents
Lease for Atlanta Facility
…the obligations set forth in this lease
agreement, the receipt and sufficiency
of which consideration is hereby
acknowledged…
New Floor Plan – Atlanta
…Properties 500 Main St., Atlanta, GA
30305 Lease Agreement specifications:
90,000 ft2 partially finished for light
industrial use…
Repository Purchasing Sourcing
Order Management Quoting
Primary contract Contract attachment
“Search for the phrase lease
agreement in any contract”
Contract Number
Purchase Order 10011
Supplier Contract 1790
Blanket Agreement 3345
Sales Order 20736
Purchase Order 10011
12.2.7
46

Fewer Orders to Manage and Reduced Costs with More Volume-Based Discounts
Purchasing:
Automated Grouping of Multiple Requests to PO
12.2.7
Requisitions
Referencing
Agreements
Purchase
Order
Uses standard
AutoCreate grouping rules
47

• Operations Dashboard
• Indirect Procurement Dashboard
• Item Analysis
• Supplier Analysis
• Strategic Sourcing Dashboard
Oracle Confidential – Internal/Restricted/Highly Restricted 48
Procurement Command Center
An Integrated Command Center for Procurement Professionals
New Product
12.1.3 & 12.2

Supplier Lifecycle Mgt
• Automated Assessment Process
• Dynamic Invitation List
• Sequential and Parallel Routing of
Scoring
• Enh Registration Approval Workflow
iSupplier Portal
• Capture of Additional Supplier Contact
Details
iSupplier Portal
• Cancellation of ASN Shipment Lines
• New ASN / ASBN Barcode Report for
Suppliers
• Enhanced Work Confirmations
49
Supplier Lifecycle Mgt
• Improved Automated Recurring
Assessments
• Contact and Address Purpose, and
Associated Notifications
• Streamlined Visibility of Dynamic
Supplier Lists
Supplier Lifecycle Mgt / iSupplier Portal 12.2 Highlights
Improved Supplier Management, Collaboration, and Risk Management

• Streamline Registration and Qualification of
Prospective Suppliers
– Web-based self-service registration
– Supplier evaluation and scoring
– Configurable approvals
• Enable Cross-Functional Performance Evaluations
– Templatized questionnaires
– Dynamic templates, Dependent questions
– Flexible feedback mechanisms
– Visibility into archived supplier appraisals
• Assure Effective Governance and Risk Mitigation
– Extensible profile management
– Risk-driven supplier segmentation
– Integration with third-party supplier info services
50
Supplier Lifecycle Management: Enhanced Assessments
Transform Qualification, Administration, Assessment
Search
Invitatio
n
Self Registration
Profile & Pre-
Qualification
Credit & Risk
Assessment
Contracts
Profile,
Classification,
Bank Detail,
etc.
Performance Analysis & Mgmt
Recurring Assessments
Supplier Master Data
Identification On Boarding
ObsolescenceAdministration
Retire
12.2.4 - 12.2.7

New Product Introduction
• Create and Manage
Project Procurement Plans
• Project Management Command Center
• Project Buyer Command Center
• Manage Procurement of Complex
Services
• Manage Project Procurement Changes
51
• Support for Technical Specifications
• Support for Buyer Notes
• Support for Descriptive Flexfields
• Planning by Need-By Date
• Change History Page UX Enhancements
Project Procurement 12.2 Highlights
Improved Coordination & Collaboration Between Project Planners, Buyers & Suppliers

Deliver Procured Items and Services Based on Project Schedule and Budget
Project Procurement:
Collaboration Between Project Managers and Buyers
Acquisition
Planning
Sourcing
• Sources materials
and services
• Contracts with suppliers
• Orders and receives materials and
services
Project Buyer
Project Manager
• Establishes acquisition
strategy and plans
• Updates schedule and budget
• Manages project change orders Purchasing Control &
Measurement
New Product
12.1.3 & 12.2

• Specify technical specifications on
procurement plan line via URL to content
management system
• Share specifications with project team,
buyers, and suppliers
Project Procurement: Support for Technical Specifications
Easy Sharing of Technical Specifications Across Project Procurement Flow
12.2.7 / V8
Engineering
/ Project
Team
Buyers Suppliers
TECHNICAL SPECIFICATIONS
53

EBS Projects Investment Themes
54
Projects &
Procurement
Financials
Human
Capital
Asset Lifecycle
& Service
Manufacturing
& Planning
Order Mgt
& Logistics
EBS
Procurement
& Projects
Order Mgt
& Logistics
Human
Capital
Magt
Financials
Manufacturing
& Planning
Asset Lifecycle
& Service
Investment Themes
 Advanced Project Planning and Controls+*
 Enhanced Project Billing including Federal Billing
 Labor Costing with Payroll
 Schedule of Values, Cost Breakdown Structure
 UX: New/Enhanced HTML UIs
 UX: Mobile*
 Info Discovery*
+ New Product

Project Costing
• Labor Costing with Projects & Payroll
Project Billing /. Project Contracts
• Contract Billing / Federal Billing
• Invoice Consolidations
• Invoice by Expenditure Bill Group
Grants
• Support for Self-Assessed Tax; Burden
Rounding Enh; Award # on Reports
Project Planning & Control
• Schedule of Values
• Cost Breakdown Structure
Adv Project Planning & Control (New)
Project Costing
• Accounting Adjustment Options
• Burden Recalculation Adjustment
Accounting Options
Project Billing
• Invoice Consolidation Enhancements
• Schedule of Values Enhancements
Advanced Project Planning & Control
• Enhanced Cash Flow Chart
Grants
• Burden Calculation Options; Award
Personnel API
55
Project Costing
• Calculate Overtime Labor for Work
Based Timecard Layouts
• Work Plan Life Cycle
Advanced Project Planning & Control
• Support for Unit Rate Contracts /
Schedule of Values
Projects 12.2 Highlights
Aligned and Efficient Project Planning, Controls, Operations, and Accounting

• Deliver project commitments with expected value
- Collaboratively monitor schedule and cost while delivering
planned customer commitments
- Leverage common insights to meet contractual obligations
• Align organizational behavior to maintain planned
cash flow
- Visibility of planned versus actual cash position
- Re-plan to reduce outflow and increase inflow
• Provide a structured monitoring and control
process to ensure alignment to the plan
- Identify, explore, analyze, and act upon a risk occurring due
to deviations from a plan
- Execute decisions with an understanding of their impacts
56
Advanced Project Planning and Control
Improved Visibility and Easy Access to Project Status for More Proactive Management
New Product
12.1.3 & 12.2
Previously called Oracle Project Management Extensions for Oracle Endeca

Project Planning and Control: Work Plan Life Cycle
• Track work plan forecast separate from baseline
Improved Control and Visibility of Work Plan Forecast vs Baseline
12.2.7
Draft
Workplan
Published
Forecast
Workplan
Published
Baseline
Workplan
• Estimate to Complete (ETC)
• Estimate at Completion (EAC)
• Contingency
• Earned Value Metrics (EVM)
57

• Consolidate invoices across projects to
create one consolidated invoice for a
customer (12.2.4)
• Create consolidated invoices for:
– Agreement that fund multiple projects
– All projects shared by the same customer
– Task level invoicing across multiple projects
– Contract line grouping and invoicing
• Consolidated Invoice Review UI (12.2.6)
58
Project Billing: Invoice Consolidation
Simplify Billing for Customers with Many Projects
One
Consolidated
Invoice
Customer ABC with multiple projects
Project #1:
Design
Project #3:
Build Phase 1
Project #2:
Feasibility
Study
Project #4:
Build Phase 2
12.2.4 - 12.2.6

• More Cost Rates to Calculate Costs
– Costing Using HR Rates
– Rate by Criteria
– Prevailing wage support
• Project Costing and Billing with Payroll Costs
– Costing using payroll actuals
– Calculate & bill accruals prior to payroll run
– Costing reversals for error correction
• Support non-Oracle time and payroll systems
• Total time reporting for exempt employees
59
Labor Costing with Projects and Payroll
Better Cost Control, Improved Cash Flow with Actual Payroll Costs Tracked on Projects
12.2.2

• Align your organization to customer deliverables
– Meet contractual commitments through tight mapping of
work plan & deliverables
– Maintain cash flows by billing based deliverable progress
• Get the most out of your resources
– Enforce industry standards by using predefined resources
& effort for given activity
– Comparing resource performance against bench marks
• Provide visibility & control of risks to margin
– Control margins between cost to revenue to resource level
– Achieve complete visibility with earned value management
down to lowest task / resource level
• Enhanced in 12.2.6
– Effort coefficients between SOV and Activity Resource
Requirement (ARR)
60
Projects: Schedule of Values
Improve Project Control and Visibility for Projects with Contractual Schedule of Values
12.2.5 - 12.2.6

EBS Manufacturing: 12.2 Investment Themes
61
Projects &
Procurement
Financials
Human
Capital
Asset Lifecycle
& Service
Manufacturing
& Planning
Order Mgt
& Logistics
EBS
Procurement
& Projects
Order Mgt
& Logistics
Human
Capital
Magt
Financials
Manufacturing
& Planning
Asset Lifecycle
& Service
Investment Themes
 Mfg Inventory Controls: E-Kanban, Day 0
 Serialized Manufacturing Productivity
 Process Mfg: Outside Processing, Yield
 Outsourced Manufacturing+*
 UX: Mobile*
 Info Discovery*
+ New Product

Discrete MES
• Serialized Mfg Enhancements
Process Manufacturing
• Yield Management
Project Manufacturing
• Landed Cost Support
Outsourced Manufacturing
• Expanded Support for Outsourced
Scenarios
• Enhanced Allocation & Adjustment
Processing
Discrete MES
• Just-in-Time Mfg (Electronic Kanban)
• Component Availability Mgt
• Serialized Mfg Enhancements
• Dekitting
• Tablet Optimized HTML UI
• Outside Processing Support
• Batch Hold
Outsourcing Manufacturing (New)
62
Discrete MES
• Enhanced Supervisor Review of
Operator Times
• Express Complete for Related Job
Operations
• Automated Time Based Sampling
Cost Management
• Accrual Reconciliation for Consigned
Inventories
Manufacturing 12.2 Highlights
Improved Productivity and Expanded Automation Across Manufacturing Flows

• Production scheduler can:
– Identify component shortages for current
day/next shift
– Reprioritize work orders to meet unanticipated
events
– Provide immediate visibility to multiple
planners
– Release only work orders that meet all material
requirements
• This complements Rapid Planning’s
“Clean to Build” feature
63
MES: Component Availability Management
Manage Unplanned Situations and Make Day 0 Adjustments to Plans
12.2.5

• Discrete MES
– New Express Transact Components Page (12.2.2)
– New View Assembly Serial Number Detail Page for
Traceability (12.2.2)
– Assembly Serial Number List Page (12.2.2)
– New Extension Hooks (12.2.2)
– Auto Dekit (Open & Closed Order) (12.2.4)
– Capture Operator Clock In & Clock Out Times at
Assembly Serial Number (12.2.6)
– Automatically Associate Assembly Serial Number to
Work Order (12.2.6)
MES: Serialized Manufacturing Productivity
Improve Operator Productivity and Increase Compliance Through Standardization
12.2.2 - 12.2.6

• Calculate yield at various levels
– Batch step and batch
– Products and co-products from batch
– Cumulative yield through hierarchy
• Track yield for Heat
– Heat number tracks primary melting batch
from which downstream batches originated
• Track inter-step material transfer
• Define standard yield to flag exceptions
Process Manufacturing: Yield Measurement
Improve Yield and Margin by Closely Tracking Yield at Different Levels
12.2.6
Heat
Treatment
Forging
Finishing
Testing /
Packing
Operation yield: 98%
Cumulative yield: 98%

• Time based automatic sampling to
ensure process stability
• Sampling initiated at:
– Production start
– Inventory creation
• Sampling ends at:
– Production completion
– Inventory full consumption
• Automated logging for review
66
Process Manufacturing: Automated Time Based Sampling
Streamlined Sampling to Ensure Process Stability
12.2.7

Four Categories of Visibility into Outsourcing Business
Oracle Outsourced Manufacturing
Subcontract Order Status Inventory Balances
Financial Positions
Quality
View status of subcontract orders
(delayed, on-time) and component
allocations across manufacturing
partners
View financial positions of
subcontract and replenishment
orders for a manufacturing partner
View reasons for poor quality of
outsourced products and their value
across manufacturing partners
View quantity and value of
components in-transit or at
manufacturing partner locations
New Product
New Product
12.1.3 & 12.2

• Supervisors can
– Review and edit operator
times for multiple job
operations together
– Use multiple search criteria
to retrieve job operations of
interest
– Easily identify time overlaps
for an operator
68
Discrete MES:
Improved Supervisor Review of Operator Times
Drastically Reduced Review and Processing Time
12.2.7

Discrete MES Supervisor: Tablet Optimized User Interface
Designed for Targeted Role Who Primarily Works on the Go
View Work Order Progress and Exceptions Act On Work Order
12.2.5

EBS Asset Lifecycle Management Investment Themes
70
Projects &
Procurement
Financials
Human
Capital
Asset Lifecycle
& Service
Manufacturing
& Planning
Order Mgt
& Logistics
EBS
Procurement
& Projects
Order Mgt
& Logistics
Human
Capital
Magt
Financials
Manufacturing
& Planning
Asset Lifecycle
& Service
Investment Themes
 Linear Asset Management
 Safety Management
 Map Visualization for Assets and Work
 UX: New/Updated HTML UIs
 UX: Mobile*
 Info Discovery*

Enterprise Asset Management: Manage All Assets Types
Manage All Assets in One Integrated System
Fixed Plant
• Production Machinery
• Equipment
• Components
Mobile
• Trucks
• Buses
• Automobiles
• Rolling Stock
Linear / Infrastructure
• Roadways
• Pipelines
• Transmission Lines
• Railway Lines
Real Estate and IT
• Buildings
• Property
• Information Technology
Assets

Enterprise Asset Management
• Linear Asset Management
• Work Clearances
• Map Workbench Enhancements
• Asset Definition HTML UI
Installed Base
• Track Only Customer Owned Products
• Serial Tagging at SO Pick
Asset Tracking
• Capitalization on Sales Order Shipment
• Self-Assessed Tax to Projects
• Asset Retirement Tieback from FA
• Linear Asset Mgt Enhancements
• Calendar Based Preventative
Maintenance Schedule
• Work Order Package Printing
• WebADI to Create/Update Assets
• Update Asset HTML UI
Installed Base
• Installation Details HTML page
• Item Instance Adv Search w/WebADI
Asset Tracking
• Landed Cost in Asset Capitalization
• Asset Deployment Enhancements
72
• Work Order Mass Management
• Generate Preventative Maintenance
Work Order Report
• Operation Completion as Mandatory
• Add Supplier Info for WO Direct Items
Installed Base
• WebADI for Extended Attributes
Asset Lifecycle Management 12.2 Highlights
Improved Productivity and Automation for Work Planning & Execution for All Assets

• Linear assets include pipelines, transmission and
distribution lines, roadways and rails
• Enhancements for linear assets, which also apply
to discrete assets
– Linear reference methods and linear asset segments
for GIS integration (12.2.4)
– Asset relationships (12.2.4)
– Non-measure based GIS route mapping (12.2.5)
– Express work orders (WO) for linear assets (12.2.5)
• Map workbench to view assets and work
– Work order creation with multiple linear assets,
based on dynamic asset route (12.2.6)
– Multiple work order creation, with 1 work order for
each selected asset (12.2.6)
73
EAM: Linear Asset Management Support
Increase Efficiency and Reduce Costs With All Assets Within Integrated Suite
12.2.4 - 12.2.6

• View both discrete and linear assets on
map (12.2.5)
• Configure mapping display
– Assign visualization components for locating
assets and orders on map
– Leverage map tools such as map layers
– Map ESRI GIS features to linear asset segments
– Map ESRI features to discrete assets as
alternate to geo-coding
• Create and view work requests and work
orders via map interface
74
EAM: Map Visualizations for Both Discrete & Linear Assets
Quickly Locate and Manage Work for Both Discrete and Linear Assets on Map
12.2.5

• Mass update work
orders for:
– Release
– Complete
– Update work order
status
75
EAM: Work Orders Mass Management
Improved Productivity for Work Order Planning
12.2.7

• WebADI template to
maintain extended
attributes for item
instances
– Download
– Add/modify attributes
– Upload changes
76
Installed Base: WebADI Support for Extended Attributes
Improved Productivity for Maintaining Installed Base
12.2.7

EAM: Asset Creation and Update in HTML
Better User Experience to Create and Update Assets As Part of EAM HTML UI Flows
Search and Take Action
Asset Quick Create
77
12.2.5 - 12.2.6

EBS Service Investment Themes
78
Projects &
Procurement
Financials
Human
Capital
Asset Lifecycle
& Service
Manufacturing
& Planning
Order Mgt
& Logistics
EBS
Procurement
& Projects
Order Mgt
& Logistics
Human
Capital
Magt
Financials
Manufacturing
& Planning
Asset Lifecycle
& Service
Investment Themes
 Global Service Operations
 Multiple Products on 1 Service Request
 Robust Field Service, Spares, and Repairs
 Project Execution with Field Service
 Srv Contracts: Configurability, Usage Billing
 UX: Mobile, Mobile Field Service*
 Info Discovery*

Across Service products
• SR Operating Unit Security (MOAC)
• HTML UIs as Alternative to Forms
TeleService /Field Service
• Execute Project Tasks using Service
• Automated Creation of OTL Timecards
Service Contracts
• HTML UI, Public APIs, Flexibility
Depot Repair
• Supplier Warranty Mgt
• Waste Mgt
• Outsourced Repair
Across Service products
• Multiple Products in 1 Service Request
• Task Status Transitions by Task Type
• Spares Management Inv Org Security
• Enhanced HTML UIs
Advanced Scheduler
• GPS Location Based Task Scheduling
Service Contracts
• Enhanced Usage Billing
Depot Repair
• eClaims Web Portal
• Logistics Module
79
Advanced Scheduling
• Resource Cost Factor
Spares Mgt
• Enter Packing and Shipping Instructions
for Parts Reqmt; Copy Part Reqmt
Field Service
• Self-Assign; Labor Debrief Checks;
Consolidated Debrief Report
TeleService and Email Center
• Enhanced HTML UIs
Depot Repair / Depot Info Discovery
• Improved Graphs, Drilldown, Map
Service 12.2 Highlights
High Productivity for Global Operations; Robust Field Service, Spares, and Repairs

• Data fully secured across Sales, Service,
Financials, and SCM applications
• Users can only access the service
requests in their operating unit list
• Users can only view and transact against
inventory organizations (warehouses)
assigned to operating units that they are
authorized to see
• Based on Multi-Org Access Control
(MOAC)
80
Service: Service Request and Inventory Org Security (MOAC)
Run Separate LOBs on a Single EBS Service Instance
12.2.5 - 12.2.6
Laptops
Operating Unit 2
Copiers
Operating Unit 1
Medical Equipment
Operating Unit 3
Call Center
Field Service
Depot Repair
Call Center
Field Service
Call Center
Field Service
Depot Repair Depot Repair
Single Service Instance

Example use cases
– Break Fix: Customer calls with problems on
multiple pieces of equipment and only wants
to track 1 SR and get 1 invoice
– Preventative Maintenance & Field Change
Orders: Perform maintenance and/or field
changes of all equipment at a single location
on 1 SR
– Moves: Move many pieces of equipment from
one location to another on 1 SR
– Installation: Track installation of multiple
products that were sold/shipped on a single SO
on 1 SR
• Capture multiple products located at the
same customer site on a single service
request (SR)
• Communicate SR products to Support
and Field Engineers
• Debrief services performed and parts
installed and recovered for each SR
product
• Calculate SR charges using each product’s
warranty/contract
81
Service: Multiple Products in One Service Request
More Efficient Processing and Tracking of Service Work
12.2.6

• Track service costs on projects
– Associate service requests, tasks, and debrief
lines to project tasks and organizations
– Execute project tasks in Field Service (schedule,
order parts, receive parts, debrief)
– Transfer project related costs (labor, parts, and
expenses) to Project Costing as project
expenditures
• Used by companies that execute project
work in field service (wind farms, oil rigs,
and more)
82
Execute Project Tasks using Field Service
Integrated Execution and More Complete View of Project Costs Including Service Work
12.2.2

• Resource cost included in plan
option costs
– Along with other cost factors (e.g.
travel time, parts)
• Resource cost can be weighted in
scheduling rule
83
Advanced Scheduler: Resource Cost Factor
Enhanced Scheduling to Consider Resource Costs
12.2.7
Setup Resource Cost Weighting
Setup Resource Cost

Supply Warranty Management
• Track supplier warranties and automate claims
• Get payment from suppliers when their parts fail
• Know which suppliers’ parts are failing
Waste Management
• Track controlled materials sold & returned
• Avoid fines and reputation damage
• Aggregate data from fwd & reverse supply chains
84
Depot Repair: Supplier Warranty Mgt, Waste Mgt
Improved Visibility and Reduced Costs for Failed Parts and Controlled Material
Waste
Management
Dashboard
Supplier
Warranty
Claims
Dashboard
12.2.4

• Time series graphs for
costs, charges, and
margin
• New drill-down options to
details
• Mass update service
orders
• New map interface to
filter by location
85
Depot Repair Information Discovery Enhancements
Better Insights and Faster Actions
12.2.7 / V8

• New HTML UI as alternative to Forms UI
• Embedded analytics for schedule quality
– Travel time ratio
– Tech utilization
• Modern, powerful UI
– Highly Configurable/Personalizable
– Drill-downs for greater info accessibility
• Support for big monitors increases
Dispatcher Productivity - less scrolling
86
Field Service: Dispatch Center HTML User Interface
Increase Productivity with Configurable HTML UI for Dispatch Service Personnel
12.2.5 - 12.2.6

• New HTML UI as alternative to Forms UI
• Modern, intuitive page designs
– Info-tiles highlight customer’s key transactional
information
– Context Sensitive Search and Actions
– 360° Customer Overview Dashboard
• Support for big monitors improves call
center agent productivity with fewer tabs
and scrolling
87
TeleService: Contact Center HTML User Interface
Increase Productivity and Faster Call Handling for Support Agents
12.2.5 - 12.2.7

• iOS, Android, and Windows
support
• Across all devices:
smartphone, laptop, and
tablet
• EBS 12.1.3 and above
• Released in July 2014
88
Mobile Field Service – Multi-Platform Support
Enable Technician to Seamlessly Use Any Device – iOS, Android, Windows
12.1.3 & 12.2

EBS Financials Investment Themes
89
Projects &
Procurement
Financials
Human
Capital
Manufacturing
& Planning
Asset Lifecycle
& Service
Order Mgt
& Logistics
EBS
Procurement
& Projects
Order Mgt
& Logistics
Human
Capital
Magt
Financials
Manufacturing
& Planning
Asset Lifecycle
& Service
Investment Themes
 AR and Collections Automation, Tax
 GL and AP Approval Efficiency
 Enhanced Report Manager
 Lease: Terminations, Usage
 UX: Mobile*
 Info Discovery*
 Global and Legislative Support*
+ New Product

Financials
• GL: Journal Approvals with AME
• AP: Parallel Invoice Approvals,
Workflow Transfer of Approval
• AR: Receipts-Match Score & Knapsack;
Exceptions Mgt During Close; Multi Tax
Rates on Inv; Tax Inclusive/Exclusive
• Tax: Txn Tax Configuration Workbook
Report Manager
• Enh Performance and Security; More
Flexible Generation and Delivery;
Enhanced Display Output; New UX
Lease and Finance Mgt
• Enhanced Terminations
Financials
• Advanced Collections: Related
Accounts; Actionable Work Items
• Fin Info Discovery: Asset Pipeline;
Asset Reconciliation
• Pass Throughs for Metered Usage
• Quote and Process Renewals
90
Financials
• AR: UBL 2.1 Electronic Invoice Doc
• FA: Impairment Process Improvement
• Federal Fin: Fin Award Attributes for
Data Act Reporting
• Enhanced Invoice Consolidation with
Billing Groups
• Meter Management for Usage and
Managed Services
• Manage Vendor Cash Flow: Short
Funding and Netting
Financials 12.2 Highlights
Improved Efficiency and Automation for Global Operations

• GL Journal Approval Integration with
Approvals Management (AME) (12.2.5)
– Flexible approval rules using:
• HR supervisor hierarchy
• Approval groups
• Dynamic approval groups
• New attributes at journal batch, header or line level and
other attributes in AME
• AP Invoice Approvals
– Parallel Approvals
– Transfer Approval Ownership
91
Financials: Enhanced Approvals in AP and GL
Improve Governance, Control and Compliance with Increased Automation of Approvals
Flexible Approval Rules & Process
Superior Hierarchy from HR
Approval Groups
Dynamic Approval based
on Attributes
Parallel Approval Process
General Ledger
Journal
Approvals
Management
Approval A
Approval B
Approval
Status
List of
Approvers
Submit for
Approval
Approve
Or Reject
Route to
Approvers
Workflow
12.2.5

• New receipt application methods to
suggest matches when receipt cannot be
automatically applied
– Match Score: based on Levenhstein distance
algorithm based on 2 strings to find the best
match
– Knapsack Method: based on knapsacking the
receipt amount and the open transactions of
the customer to maximize the value applied
92
AR: Receipt Application – Match Score & Knapsack Method
Improve Accuracy and On-Time Cash Application
12.2.5

• Collection administrators can setup more
efficient collection activities
• Collect on related accounts
– Group parties with parent and child
relationships for collection activities
– Introduces new collection level beyond
customer, account, and bill to
• Enable users to execute work items based
on template rules and amount collected
• Apply strategy and work item templates
to specific operating units
93
Adv Collections: Related Accounts; Actionable Work Items
Improve Collection Efficiency and Lower Days Sales Outstanding
12.2.6

• Improved Performance and Security
– Office Open XML (OOXML) Support
– Digital Signature Support for Macros
• More Flexible Generation and Delivery
– Reporting Bursting and Delivery to Network Drive
and/or Email
– Advanced Scheduling
– Report Set Submission
– Parallel Content Set Support
• Enhanced Display Output
– Row and Column Header Support
– Excel Ribbon Support
• New Report Manager UI
94
Report Manager: Improved Performance, Delivery, Display
Faster and More Flexible Financial Reporting Capabilities
New Report Manager UI
12.2.2 - 12.2.5

EBS Channel Revenue Mgt: 12.2 Investment Themes
95
Projects &
Procurement
Financials
Human
Capital
Manufacturing
& Planning
Asset Lifecycle
& Service
Order Mgt
& Logistics
EBS
Procurement
& Projects
Order Mgt
& Logistics
Human
Capital
Magt
Financials
Manufacturing
& Planning
Asset Lifecycle
& Service
Investment Themes
 Enhanced Volume Offers
 Channel Period Management
 Standalone Support/Non-EBS Integration
 Enhanced Global Support
 Info Discovery*

AR Deductions Settlement
• New HTML UX for Claims
• Mass Settlement API
Channel Rebate and Point-of-Sale Mgt
• Volume Offers Enhancements
• New HTML UX for Offers
• Enhanced Budget Checkbook
• Support for OM Gross Margin Calc
• Channel Period Management
• Autopay Improvements
• Funds Accrual Engine Performance
Improvements
96
• Multi-Currency Claim Approval Rules
• Standalone Channel Mgt
• Enhanced HTML pages
• Custom Beneficiary Support
• Qualifier Group Number Enhancement
• Enhanced WebADI template
• Enhanced HTML pages
Channel Revenue Management 12.2 Highlights
Improved Efficiency, Automation, and User Productivity

• Enhanced Volume Pricing
– Accrue/price based on customer’s cumulative
purchase volumes over a period of time
– Retroactive start dates
– Pricing adjustments/edits based on customers,
product and dates
– Inclusion/exclusion capabilities
• Include qty for tier attainment but exclude from rebate
• Include categories, exclude individual items
– Backdating & retroactive adjustments (12.2.5)
– Pre-qualification tiers for customers
97
Channel Revenue Management: Flexible Volume Pricing
Increased Accuracy and Control for Volume Related Pricing Programs
12.2.4 - 12.2.5

• Manage CHRM as subledger
• Streamline period close procedure for
Channel transactions to General Ledger
• Control opening and closing of GL periods
for CHRM transactions to ensure entries
are posted to the right period
98
CHRM: Channel Period Management
Improve Accuracy and Reduce Exceptions Through Better Control
12.2.6

Create Approval rule
for Claim
Select Ledger
Currency
Optionally define
Max and Min Amount
Assign Approvers
• Setup a single approval rule that
can be applied to claims of all
currencies
• Still have option to setup a single
currency approval rule
• Foreign currency claim amounts
converted to determine
appropriate approval workflow
CHRM: Multi-Currency Approval Rule for Claims
Reduced Effort and Time for Multi-Currency Claim Approvals
12.2.7
99

EBS Human Capital Management: 12.2 Investment Themes
100
Projects &
Procurement
Financials
Human
Capital
Asset Lifecycle
& Service
Manufacturing
& Planning
Order Mgt
& Logistics
EBS
Procurement
& Projects
Order Mgt
& Logistics
Human
Capital
Magt
Financials
Manufacturing
& Planning
Asset Lifecycle
& Service
Investment Themes
 Time and Labor: Enhanced Processing, UX
 UX: Enhanced HTML UIs
 Payroll Efficiency: Dashboard*, Retropay*
 SSHR Efficiency: Transaction Dashboard*
 UX: Mobile*
 Info Discovery*
 Global and Legislative Support*

Self-Service Human Resources
• Transaction Dashboard
Time and Labor
• Projects integration for Actual Costing
• Attachments in Timecards
• Concurrent Run of Transfer to BEE
Payroll
• Retro Assignments using Web ADI
Learning Management
• New Learner UI; Ratings and Reviews
Succession Planning
• Configurable Talent Matrix
Time and Labor
• Credit Overtime as Absence Accrual
• Calendar View of Timecards
• Time Entry Detail Report
Payroll
• Enhanced RetroPay Results
• Costing of Payment Report
• Support Payroll EFT Batch Transactions
in Reconciliation
101
Time and Labor
• Time Entry for Terminated Employees
• Timekeeper Group by Supervisor
• OT Calc for Project Work-Based Layout
Payroll
• Dynamic Assignment Sets UI/WebADI
Learning Management
• Test Overview for Online Assessment
• Certification-Only Classes
Human Capital Management 12.2 Highlights
Improved Productivity for Employees, Managers, and Administrators

• Manager can enter
timecards for terminated
employees
• Enables timely payroll
processing if employee
missed time entries
102
Time & Labor: Timecard Entry for Terminated Employees
More Timely Payroll Processing
12.2.7
Also delivered as 12.2 HRMS RUP 10

• Test Overview panel
– Summary and each question color
coded by status
• Jump to any question in a test
103
Learning Mgt: Enhanced Online Assessments
Improved View and Easier Navigation for Learner
12.2.7

• Maintain dynamic
assignment sets via
HTML UI and WebADI
– Assignment sets define
people to include in Payroll
– Prior releases supported
only static assignment sets
– Dynamic assignment sets
support criteria to generate
list
104
Payroll: Create Dynamic Assignment Set in HTML / WebADI
Quickly and Easily Create and Maintain Assignment Sets
12.2.7

Program Agenda
Takeaways
105
1
2
3
4
5

Related Sessions: EBS Product Family Updates
Suite
Mon 2:15p Oracle E-Business Suite: What’s New in Release 12.2 Beyond Online Patching [CON6324]
Mon 3:15p Oracle E-Business Suite: Apps Technology Updates and Roadmap: Cloud, Usability, Mobile, and More [CON6355]
Mon 4:45p Planning Your Upgrade to Oracle E-Business Suite 12.2 [CON6325]
ERP & HCM
Tue 3:45p Oracle E-Business Suite: Financials Update, Strategy, and Roadmap [CON6792]
Wed 11a Oracle E-Business Suite: Channel Revenue Mgt Update, Strategy, and Roadmap [CON6331]
Mon 12:15p Oracle E-Business Suite: Advanced Procurement Update, Strategy, and Roadmap [CON6336]
Mon 3:15p Oracle E-Business Suite: Projects Update, Strategy, and Roadmap [CON6375]
Mon 3:15p Oracle E-Business Suite: Human Capital Management Strategy and Roadmap [GEN2380]
SCM
Wed 11a Oracle E-Business Suite: Order Mgt Update, Strategy, and Roadmap [CON6327]
Tues 3:45p Oracle E-Business Suite: Warehouse Mgt Update, Strategy, and Roadmap [CON6335]
Wed 4:30p Oracle E-Business Suite: Manufacturing Update, Strategy, and Roadmap [CON6345]
Wed 1p Oracle E-Business Suite: Enterprise Asset Mgt Update, Strategy, and Roadmap [CON6333]
Mon 3:15p Oracle E-Business Suite: Service Update, Strategy, and Roadmap [CON6332]

• EBS Sessions at OOW 2017
– EBS Focus on Documents by family and theme
– Session Catalog with search
• EBS Pods in Demo Grounds
– Moscone South Floor #1
107
Learn More about EBS at OOW 2017
http://www.oracle.com/us/products/applications/ebs-fods-2706740.pdf
EBS OOW 2017 Focus On Documents

Oracle E-Business Suite Learning Subscription
Stay Up-to-Date on Everything Oracle E-Business Suite
• Free access to hundreds of videos
– What’s New, Virtual Conference, User
Experience, Advice from Development
• Subscription access to over 500 technical
and functional training sessions
• Continuous updates and additions
education.oracle.com/subscriptions/ebs
Link Here

• Oracle E-Business Suite 12.2.7 Release Announcement (pdf)
• Oracle E-Business Suite 12.2.7 Highlights Video
109
EBS 12.2.7 Release Announcement and Video Highlights
Generally Available Sept 8, 2017
EBS Learning Subscription: education.oracle.com/subscriptions/ebs

Where to Find More Information on EBS
• EBS Documentation and Training
– EBS 12.2 Information Center on MOS
– EBS Release Content Documents
– EBS Transfer of Info (TOI) Online Training
– EBS Documentation Web Library
• EBS Learning Subscription via OU
– education.oracle.com/subscriptions/ebs
EBS 12.2 Information Center
EBS Learning Subscription via OU

• You can submit, review, and vote on ERs
• 30 EBS communities with Ideation
– Across EBS: ERP, SCM, HCM, Appstech
– Recently added AR and Collections
• High user participation
– 4200+ ERs created since 2014 inception
– 40K+ users access ERs with 100K+ views
– 14K+ votes
• Many high voted ERs delivered in 12.2.x
111
EBS Enhancement Requests in Support Communities
Participate in Social Enhancement Process Established in Collaboration with OAUG
An EBS Support Community

Program Agenda
Takeaways
112
1
2
3
4
5

Takeaways
• Functional Innovation and UX Improvements, in addition to Online Patching
– Ongoing Development for Targeted Themes
– Customer Request & Voting
• Continued Investments in 12.2
– Ongoing 12.2.x Releases, including New Release 12.2.7 GA 9/2017
– Advancements Across Product Families
• Evaluate and Uptake 12.2 Capabilities
113
EBS 12.2 Delivers Much Value for Your Organization

CON6324_EBS_122_Beyond_Online_Patching_OOW2017_PUBLISHED.pdf

More Related Content

Similar to CON6324_EBS_122_Beyond_Online_Patching_OOW2017_PUBLISHED.pdf

Recently uploaded

CON6324_EBS_122_Beyond_Online_Patching_OOW2017_PUBLISHED.pdf