Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
1
Introduction to Oracle Financials
By: Hasan Mir
info@handsonerp.com
http://online.handsonerp.com
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
2 Job
The job of Oracle Financials
Functional Consultant is to
IMPLEMENT ORACLE
FINANCIALS
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
3 Implementation
Implementing Oracle Financials
means to SETUP THE MODULES in
such a way that they work according to
the CLIENT'S BUSINESS
REQUIREMENTS
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
4
What is ERP?
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
5 What is ERP?
● ERP = Enterprise Resource Planning.
● The ERP software manages the whole enterprise.
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
6 What is ERP?
● ERP = Enterprise Resource Planning.
● The ERP software manages the whole enterprise.
Finance/Accounting Human Resources
Manufacturing Sales and Marketing
Departments
...
...
ERP
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
7 Leading ERP Software
● Oracle E- Business Suites (formerly Oracle Applications)
● mySAP ERP (formerly SAP R/3)
● Microsoft Dynamics (formerly Microsoft Business
Solutions)
● PeopleSoft
● J.D.Edwards World
● J.D.Edwards EnterpriseOne
● Lawson
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
8 Oracle Corporation
● Second largest software company
● Largest database vendor
● Founded in 1977
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
9 Oracle's Product Line
● Database
● Development Tools
● Applications (ERP/CRM/Retail/Other)
● Middleware
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
10 Oracle's Applications
● Oracle E-Business Suites (Oracle Applications) [ERP]
● PeopleSoft [ERP]
● J.D.Edwards World [ERP]
● J.D.Edwards OneEnterprise [ERP]
● Seibel [CRM]
● Retek [Retail Management]
● Fusion [ERP]
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
11 Oracle E-Business Suite
● Consists of various groups of applications.
Financials
Human Resources
Manufacturing
Projects
...
Supply Chain
Management
CRM
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
12 Oracle E-Business Suite
● Each group consist of modules (also known as
applications).
Financials
Human Resources
Manufacturing
Projects
...
Supply Chain
Management
CRM
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
13
Oracle Financials'
Modules
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
14 Oracle Financials
● 5 Modules:
Financials
Payables (AP)
Receivables (AR)
General Ledger
(GL)
Assets (FA)
Cash Management
(CM)
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
15 Oracle Financials
Customers
Banks
Vendors
Enterprise
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
16 Oracle Financials
Customers
Banks
Vendors
Enterprise
AR
AP
CM
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
17 Oracle Financials
Enterprise
Accounting
Assets FA
GL
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
18 Oracle Payables
● Purpose: Manage Suppliers
Vendors
Enterprise
AP
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
19 Oracle Receivables
● Purpose: Manage Customers
Customers
Enterprise
AR
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
20 Oracle Cash Management
● Purpose: Bank Reconciliation
Banks
Enterprise
CM
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
21
Enterprise
Oracle Assets (Fixed Assets)
● Purpose: Manage Assets
Assets
FA
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
22
Enterprise
Oracle General Ledger
● Purpose: Manage Financial Information
Accounting
GL
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
23
Demo:
Express Tour of Modules
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
24
Technical Architecture
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
25 Oracle Applications Components
DatabaseScreens (Forms)
Reports/Programs
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
26 Oracle Applications Components
DatabaseScreens (Forms)
Reports/Programs
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
27 How Forms Work
Database
Web Server
Forms Server
Browser
Form1
Form2
Form3
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
28 How Forms Work
Database
Web Server
Forms Server
Browser
Form1
Form2
Form3
Web Server sends
information to
user's Browser
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
29 How Forms Work
Database
Web Server
Forms Server
Browser
Form1
Form2
Form3
Form Server
generates Oracle
Screens
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
30How Reports and Programs Work
Database
Web Server
Forms Server
Browser
Form1
Form2
Form3
Concurrent
Manager
Report1
Report 2
Report 3
Concurrent
Manager run
reports
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
31 Database Service Manages the
Database
Database
Web Server
Forms Server
Browser
Form1
Form2
Form3
Concurrent
Manager
Report1
Report 2
Report 3
Database
Service
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
32 Database Service Manages the
Database
Database
Web Server
Forms Server
Browser
Form1
Form2
Form3
Concurrent
Manager
Report1
Report 2
Report 3
Database
Service
Database Service
retrieves and
writes data to the
database
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
33
Installation Types
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
34 Oracle Applications Installations
● Single Node Installation
● Two Nodes Installation
● Multiple Nodes Installation
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
35 Single Node Installation
Database
Web Server
Forms Server
Browser
Form1
Form2
Form3
Concurrent
Manager
Report1
Report 2
Report 3
Database
Service
Node 1
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
36 Two Nodes Installation
DatabaseWeb Server
Forms Server
Browser
Form1
Form2
Form3
Concurrent
Manager
Report1
Report 2
Report 3
Database
Service
Node 2
Middle Tier
Node 1
Database
Tier
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
37 Multiple Nodes Installation
DatabaseWeb Server
Forms Server
Browser
Form1
Form2
Form3
Concurrent
Manager
Report1
Report 2
Report 3
Database
Service
Node 2
Web Server
Tier
Node 1
Database
Tier
Node 3
Forms
Server Tier
Node 4 Concurrent Manager
Tier
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
38
Load Sharing
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
39 Load Sharing
Browser
Middle Tier 1
Middle Tier 2
Middle Tier 3
Database
Tier
Browser
Browser
Browser
Browser
Browser
Browser
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
40
Database Components
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
41 Database Components
Tables Indexes Code
Database
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
42 Tables
Tables Indexes Code
Database
Tables contain data
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
43 Indexes
Tables Indexes Code
Database
Index contains information about
where the data is located
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
44 Code
Tables Indexes Code
Database
Code represents programming logic
stored in the database
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
45 Table Structure
ID FIRST NAME LAST NAME PHONE
Columns
Records
Hasan Mir
Hasan Mir HandsonERP.com
HandsonERP.com
46
Database Components

Onofintro 090228160628-phpapp02

  • 1.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 1 Introduction to Oracle Financials By: Hasan Mir info@handsonerp.com http://online.handsonerp.com
  • 2.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 2 Job The job of Oracle Financials Functional Consultant is to IMPLEMENT ORACLE FINANCIALS
  • 3.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 3 Implementation Implementing Oracle Financials means to SETUP THE MODULES in such a way that they work according to the CLIENT'S BUSINESS REQUIREMENTS
  • 4.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 4 What is ERP?
  • 5.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 5 What is ERP? ● ERP = Enterprise Resource Planning. ● The ERP software manages the whole enterprise.
  • 6.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 6 What is ERP? ● ERP = Enterprise Resource Planning. ● The ERP software manages the whole enterprise. Finance/Accounting Human Resources Manufacturing Sales and Marketing Departments ... ... ERP
  • 7.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 7 Leading ERP Software ● Oracle E- Business Suites (formerly Oracle Applications) ● mySAP ERP (formerly SAP R/3) ● Microsoft Dynamics (formerly Microsoft Business Solutions) ● PeopleSoft ● J.D.Edwards World ● J.D.Edwards EnterpriseOne ● Lawson
  • 8.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 8 Oracle Corporation ● Second largest software company ● Largest database vendor ● Founded in 1977
  • 9.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 9 Oracle's Product Line ● Database ● Development Tools ● Applications (ERP/CRM/Retail/Other) ● Middleware
  • 10.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 10 Oracle's Applications ● Oracle E-Business Suites (Oracle Applications) [ERP] ● PeopleSoft [ERP] ● J.D.Edwards World [ERP] ● J.D.Edwards OneEnterprise [ERP] ● Seibel [CRM] ● Retek [Retail Management] ● Fusion [ERP]
  • 11.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 11 Oracle E-Business Suite ● Consists of various groups of applications. Financials Human Resources Manufacturing Projects ... Supply Chain Management CRM
  • 12.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 12 Oracle E-Business Suite ● Each group consist of modules (also known as applications). Financials Human Resources Manufacturing Projects ... Supply Chain Management CRM
  • 13.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 13 Oracle Financials' Modules
  • 14.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 14 Oracle Financials ● 5 Modules: Financials Payables (AP) Receivables (AR) General Ledger (GL) Assets (FA) Cash Management (CM)
  • 15.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 15 Oracle Financials Customers Banks Vendors Enterprise
  • 16.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 16 Oracle Financials Customers Banks Vendors Enterprise AR AP CM
  • 17.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 17 Oracle Financials Enterprise Accounting Assets FA GL
  • 18.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 18 Oracle Payables ● Purpose: Manage Suppliers Vendors Enterprise AP
  • 19.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 19 Oracle Receivables ● Purpose: Manage Customers Customers Enterprise AR
  • 20.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 20 Oracle Cash Management ● Purpose: Bank Reconciliation Banks Enterprise CM
  • 21.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 21 Enterprise Oracle Assets (Fixed Assets) ● Purpose: Manage Assets Assets FA
  • 22.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 22 Enterprise Oracle General Ledger ● Purpose: Manage Financial Information Accounting GL
  • 23.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 23 Demo: Express Tour of Modules
  • 24.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 24 Technical Architecture
  • 25.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 25 Oracle Applications Components DatabaseScreens (Forms) Reports/Programs
  • 26.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 26 Oracle Applications Components DatabaseScreens (Forms) Reports/Programs
  • 27.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 27 How Forms Work Database Web Server Forms Server Browser Form1 Form2 Form3
  • 28.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 28 How Forms Work Database Web Server Forms Server Browser Form1 Form2 Form3 Web Server sends information to user's Browser
  • 29.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 29 How Forms Work Database Web Server Forms Server Browser Form1 Form2 Form3 Form Server generates Oracle Screens
  • 30.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 30How Reports and Programs Work Database Web Server Forms Server Browser Form1 Form2 Form3 Concurrent Manager Report1 Report 2 Report 3 Concurrent Manager run reports
  • 31.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 31 Database Service Manages the Database Database Web Server Forms Server Browser Form1 Form2 Form3 Concurrent Manager Report1 Report 2 Report 3 Database Service
  • 32.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 32 Database Service Manages the Database Database Web Server Forms Server Browser Form1 Form2 Form3 Concurrent Manager Report1 Report 2 Report 3 Database Service Database Service retrieves and writes data to the database
  • 33.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 33 Installation Types
  • 34.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 34 Oracle Applications Installations ● Single Node Installation ● Two Nodes Installation ● Multiple Nodes Installation
  • 35.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 35 Single Node Installation Database Web Server Forms Server Browser Form1 Form2 Form3 Concurrent Manager Report1 Report 2 Report 3 Database Service Node 1
  • 36.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 36 Two Nodes Installation DatabaseWeb Server Forms Server Browser Form1 Form2 Form3 Concurrent Manager Report1 Report 2 Report 3 Database Service Node 2 Middle Tier Node 1 Database Tier
  • 37.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 37 Multiple Nodes Installation DatabaseWeb Server Forms Server Browser Form1 Form2 Form3 Concurrent Manager Report1 Report 2 Report 3 Database Service Node 2 Web Server Tier Node 1 Database Tier Node 3 Forms Server Tier Node 4 Concurrent Manager Tier
  • 38.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 38 Load Sharing
  • 39.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 39 Load Sharing Browser Middle Tier 1 Middle Tier 2 Middle Tier 3 Database Tier Browser Browser Browser Browser Browser Browser
  • 40.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 40 Database Components
  • 41.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 41 Database Components Tables Indexes Code Database
  • 42.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 42 Tables Tables Indexes Code Database Tables contain data
  • 43.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 43 Indexes Tables Indexes Code Database Index contains information about where the data is located
  • 44.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 44 Code Tables Indexes Code Database Code represents programming logic stored in the database
  • 45.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 45 Table Structure ID FIRST NAME LAST NAME PHONE Columns Records
  • 46.
    Hasan Mir Hasan MirHandsonERP.com HandsonERP.com 46 Database Components