Even as businesses continue to adopt cloud solutions, lingering misinformation exists that can hinder further progress. Some of the biggest myths concern cloud-based solutions for enterprise resource planning, causing many organizations to miss the opportunity to integrate the scalability and flexibility of cloud into their existing ERP tool for financial management. In this webinar, Perficient experts separated fact from fiction to help you make an informed decision about Oracle cloud ERP financial solutions versus more established EBS offerings. Step by step, they addressed concerns about configuration, reporting, and security affecting critical financial management operations, including procurement, strategic sourcing, and supplier management. In addition, they looked at options for implementing a cloud or hybrid approach.

1. Demystifying Cloud ERP Financials

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ABOUT PERFICIENT
Perficient is a leading information technology and
management consulting firm serving clients
throughout North America.
We help clients implement digital experience, business optimization,
and industry solutions that cultivate and captivate customers, drive
efficiency and productivity, integrate business processes, improve
productivity, reduce costs, and create a more agile enterprise.

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PERFICIENT PROFILE
Founded in 1997
Public, NASDAQ: PRFT
2014 revenue $456.7 million
Major market locations:
Allentown, Atlanta, Ann Arbor, Boston, Charlotte, Chicago,
Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax, Houston,
Indianapolis, Lafayette, Milwaukee, Minneapolis, New York City,
Northern California, Oxford (UK), Southern California, St. Louis,
Toronto
Global delivery centers in China and India
>2,600 colleagues
Dedicated solution practices
~90% repeat business rate
Alliance partnerships with major technology vendors
Multiple vendor/industry technology and growth awards

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SPEAKER
Samantha German
18 years of Oracle Applications experience
EBS since 1997
Focus on Cloud ERP
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AGENDA
• Cloud Application Myths
• Screen Shots
• EBS vs. Cloud
• Functional Setup Manager (FSM)
• Rapid Implementation
• Implementation Expectations
• What to Expect After Purchase
• Preparation
• Differentiators
• Questions

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CLOUD APPLICATION MYTHS

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Cloud Application Myths
1. What is Cloud ERP?
2. Is EBS going away?
3. Limited functionality
4. Is my data secure?

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SCREEN SHOTS

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FSM Terminology (Offering, Option & Features)
Financials
(Offering)
Payables
(Option)
Expenses
(Option)
Fixed Assets
(Option)
Receivables
(Option)
Collections
(Option)
Intercompany
(Option)
Corporate Cards with Expenses
(Feature)
Expense Receipt Image
Processing
(Feature)

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Payables Invoice

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Receivables Invoice

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Receivables Lines

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Purchasing

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Warehouse Operations

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What to Look Forward to… R11
cloud.oracle.com

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cloud.oracle.com

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cloud.oracle.com

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cloud.oracle.com

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cloud.oracle.com

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cloud.oracle.com

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EBS vs. CLOUD

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Components
EBS Components Cloud Components
Product-Specific Setup Centralized Setup Across All Products Using
Functional Setup Manager
Responsibility Data Role (automatically generated when BUs
and Ledgers are defined)
Legal Entity Configurator Legal Entity Configurator accessed from
Functional Setup Manager
Business Group Term Change: Enterprise
Establishment Term Change: Legal Reporting Unit
HCM Legal Entities defined in the HR
Organizations page
HCM and Financial Legal Entities can be shared
and are defined in the same page

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Components
EBS Components Cloud Components
Operating Unit Term Change: Business Unit
No Spreadsheet to upload LEs, BUs, COA
Values, COA Hierarchies, Ledgers, Banks
and Bank Accounts
Integrated Spreadsheets to upload all via
Functional Setup Manager
Supports Rapid Implementation Timelines

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General Ledger
EBS GL Cloud GL
Segment Value Security does NOT use conditions Segment Value Security uses conditions, such as Equal to,
Not Equal to, Between, etc.
Relational Balances (balances stored in tables) Multi-dimensional balances (embedded Essbase cube)
Summary Templates required to stored
summarized balances
Balances pre-aggregated and stored at every
summarization level
No ability to assign parent values (hierarchies) to:
• Cross-validation rules
• COA Mapping
Can leverage trees (hierarchies) for:
• Segment Value Security Rules
• Cross-validation rules
• COA Mapping
• Revaluations
Note: Use a different hierarchy than reporting, analysis,
and allocations
No condition filters on cross validation rules
(enabled or not enabled)
Cross validation rules use both a condition filter and
validation filter

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Reference
Data Set 2
Reference
Data Set 1
Org 1
Reference
Data Set 2
Org 2
Reference
Data Set 3
Org 3 Org 1 Org 2 Org 3
Reference Data Set 1
“Enterprise”
Reference
Data Set 1
Org 1 Org 2 Org 3
Reference data set per org.
(same as EBS)
Reference data set shared by all orgs.
Note: “Enterprise” shipped for seed data.
Selected sharing of reference data sets
across organizations
“Common”
Reference Data
“Common” reference data set shared by all but retain
organization-specific data where appropriate
Reference
Data Set 1
Org 1 Org 2 Org 3
Reference
Data Set 2
Cloud Model: Implementation Options

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FUNCTIONAL SETUP MANAGER

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Guided Process for Implementation Lifecycle

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FSM Links

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FSM Screen Shots

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• Specify Scope Value to set the context for subtasks
• Applies to:
– Legal Entities
– Business Units
– Accounting Configuration
– Tax Regimes
– Legislative Data Roles
Tasks with a Scope Value

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FSM Screen Shots

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Rapid Implementation

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Example: Chart of Accounts, Calendar, and Ledger

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Example: Business Unit

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ACCOUNTS PAYABLE

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Considerations
• Images can be routed based on captured attributes
o Supplier, PO #, Invoice #, date and amount
o Plus additional user defined attributes
• Invoices can be sent through fax or email
o Manual intervention involved when attachments contains
multiple invoices
• User defined attributes captured during imaging are not
stored in Payables data model
• Turn off supplier validation in OFR if supplier does not exist
• Use TIFF format and not JPEG due to lossy compression
• User configurable image routing rules
• ODC can be de-centralized while OFR can be centralized
• No need for supplier specific templates
• If there is an issue with any invoice image, OFR rejects the
entire invoice batch
Imaging
• Only standard invoices are supported on spreadsheet
invoice entry
• Only non-PO invoices entered through supplier portal
go through approval
• On BU setup, ensure that Sold-to and Requisition BU
are the same. Else the system creates intercompany
entries when inventory is used
Invoices

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IMPLEMENTATION
EXPECTATIONS

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Enterprise Structure Discovery
Standard Processes
Oracle Transactional Business Intelligence (OTBI)
Packaged Quick Starts
Master Data & Open Transaction Loads
Land and Expand
Mobile Expenses
Oracle Social Network
Implementation Expectations

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WHAT TO EXPECT AFTER
PURCHASE

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Email – Provision Instance
Oracle Implementation Success Manager – ISM
Production & Stage (TEST)
Production to Test Patching (P2T)
Patching 1st & 3rd Weekend
After Purchase

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PREPARATION

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Workshops Enterprise Structures
Chart of Accounts
Map/ Gap Assessment
Internal
Reviews
Legacy Data/ Open Transactions
Data Clean Up
Webinars/
Training
Online
Oracle University
Preparation

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DIFFERENTIATORS

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Estimation Tool – direct tie to Implementation package.
Sales > Delivery > Support
Over 250 Best Practice Test Scripts templates
OTBI Rapid Reference Guide. Detail of 24 Subject areas consisting of over 7100 fields
Prototype instance as soon as 2 days from Enterprise Structure workshop
Map/Gap offering
SupportNet
Differentiators

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QUESTIONS?
Please enter your question in the
chat box

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• Blogs.perficient.com/oracle
• Linkedin.com/company/Perficient

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THANK YOU!