Oracle Solution Presentation

Company
Value Proposition of ERP

Program Agenda
 About Company Requirement
 Proposed Solution Footprint
 Module wise demo
 Future Outlook for Company
 Q & A

Company | Immediate Action
Why ERP Application?
Automates Business Process
Process Standardization
Data security and reliability
Increase the productivity
ERP Application

Future Outlook

Why do we need an ERP???
 An ERP that provides out of the box abilities to:
– Remove islands of Information
– Holistic view of the organization departments with effective utilization of the
resources
– Security of the company data along with flexibility in the availability of the
relative information
– Efficient business flow with minimum document flow
– Ensure that the reporting can be done easily

Customers Distributers Sub-Contractors Suppliers
Financials / HR Enterprise Planning & Budgeting
Purchasing
Contract Mgt
Supplier Schedules
Settlements
Min-Max
Kanban
Quality
Inventory
PLANNING
Regional office Planning
Min-Max
Safety Stock
SupplierCollaboration
Portal
ORDERMANAGEMENT
Distributor/CustomerAgreements
Forecasts&Releases
Asset Management
Equipment Maintenance
LOGISTICS & DISTRIBUTION
Warehouse
Business Intelligence: Visibility / Analytics
Solution Review-Oracle ERP – addresses it all
Manufacturing
Sub-contracting
MES
Automation (MSCA)
Kanban
Quality
Oracle Field Service
Field Service

Oracle ERP – addresses it all
Applications
Network SQL Monitoring
and Blocking
Encrypted Database
Data Masking
Multi-factor
authorization
Unauthorized
DBA Activity
Compliance
Scan
Vulnerability
Scan
Data
Discovery
Activity Audit
Patch
Automation
Auditing
Authorization
Authentication

Oracle Financials Suite Overview
Oracle Financials Solution- Based on Discovery
Conclusion
Q & A
Agenda

Establish Accounting
Structure
Planning and
Budgeting
Capture Transactions
Close Accounting
Period
Report and Analyze
•Design Flexible
Chart of
Accounts
•Conformance to
Accounting
GAAP
•Cash and Accrual
Basis of
Accounting
•Budget Creation
•Budget
Consolidation
•Budget Book
•Budget Approval
•Budget Allocation
•Budget Tracking
•Variance Analysis
•Revised Estimates
•Transactions from
Sub-Ledgers:
•Procure to Pay
•Asset
Capitalization to
Retirement
•Receivables
Management
•Cash Management
•Projects
Management
•Perform
Allocations
•Reconcile
Accounts
•Consolidate
Divisional data
•Close Period
•Prepare Financial
and Statutory
Reports –
Balance Sheet,
P&L, Cash Flow,
etc..
•Support for
multiple formats
like XML, XBRL,
Excel, PDF,
HTML, etc..
Oracle Financial Solution for Company
•Payments and Receipts based on authorized Bills
•Integration with Banks for online payments and receipts
•Faster closure of books
•Compliance with Regulatory framework
•Automated workflow based approvals
•Inbuilt Internal Controls
BENEFITS
•Integrated and Scalable Accounting Framework
•Automated Budget Preparation with workflow
•Real-time visibility of Divisional Finance
•Drill Down from GL to Sub-Ledgers
•Perform Cash Forecasting, Cash Positioning and Automated Bank
Reconciliation

Complete Financials Solution
Oracle
Receivables
Oracle
General Ledger
Oracle
Payables
Oracle Cash
Management
Oracle
Fixed Assets
Receipt
Information
Payment
Information
Journal
Information
Asset Cost
Depreciation
Retirements
Adjustments
Invoice
Receipt
Journals
Invoices
Payments
Journal
Asset
Purchases
Info

Oracle General Ledger
 Comprehensive Chart of Accounts
 Segmental Reporting
 Proactive Budgetary Control
 Meeting Statutory Deadlines
 Multi Currency Transactions
 Accounting Periods
 Inter Plant / Unit reporting
 Ad-hoc reporting with drill down and exception reporting
 Interface with third party / legacy systems
ENHANCES FINANCIAL CONTROLS, DATA COLLECTION, INFORMATION ACCESS,
STREAMLINES FINANCIAL REPORTING
Central
Nervous
System

Oracle General Ledger….contd.
Business Processes in General Ledger:
Journal Entries
Mass Allocations
Recurring Journals
Reversal Journals
Statistical Journals
Skeleton Journals
Formula Based
Journal Approvals
AR/AP Netting
Multi Currency Reporting
User Defined Folder Views
Budgeting Execution
Capabilities
• Top Down
• Bottom Up
Password Protection
Budgeting RulesApplications Desktop
Integrator
Manage:
• Journal Entries
• Report Wizard
• Drill Down & Analysis
Financial Statement
Generator (FSG)
GL_INTERFACE

Oracle Chart of Accounts - Flexfield
Company
Account
Cost Centre
LOB
Products
0 1Up to 30
Segments
Up to 25
characters per
segment
A list of valid values
is attached to each
segment
01- Group
02-subgroup
You define the
name
Design your Account Code in a flexible way:
Single, Consistent Structure across all modules
CO-ACCT-CC-LOB-PROD
01-5221-200-100-710
BC-Revenue-Fin-Fin Plan- Invest Plan

Multi-Dimensional View
Account
Sales
Expenses
-exp type A
-exp type B
…..
Assets
Liabilities
…….
Company Location Item Project 30
Orissa
Bihar
Delhi
Rajasthan
Bombay
Goa
East
North
West
North-East
All
India
U
N
L
I
M
I
T
E
D
End-users Define Without Programming

Reporting Currency (USD)Reporting Currency (USD)
Ledger Architecture
SLA
Transaction
Accounting
Subledger Transactions
SLA
Corporate Ledger (INR)
(Primary Ledger)
Statutory Ledger (INR)
(Secondary Ledger)
AP AR FA Others
Legal Entity
Maintaining Multiple Accounting Representations with Secondary Ledgers
or Reporting Currencies

Comprehensive Account Segment Combination
Drivers of Financial & Accounting Information
Entity
Wise
Product Line
Wise
Cost Centre
Wise
Cost
Centre
3
Ledger
Account
Wise
Ledger
Account
4
Location
Location
5
…
301
Entity
Tot. Assets Tot. Liab. Tot. Income Tot. Exp.
Fixed Assets Investments Current Asst Loans & Adv.
Cash / Bank Inventory Receivables
U
N
L
I
M
I
T
E
D
ACCOUNTING FLEX FIELD
Product
Line
2

Oracle Org Structure Business
Group
Set Of
Books
Set Of
Books
Legal EntityLegal Entity
Organization
Unit
Organization
Unit
Organization
Unit
Inventory
Organization
Inventory
Organization
Inventory
Organization
Inventory
Organization
Sub
Inventory

Chart of Accounts Management
Flexible Reporting Structures
1010 1050
Finance
2010 2130 2210
Sales
New York
3110 3250
Finance
4110 4360
Sales
Texas
6010
Finance
Head Office
Corporate
• Maintain multiple views on one chart of account segment simultaneously
1010 1050
New York
3110 3250
Texas
6010
Head Office
Finance
2010 2130 2210
New York
4110 4360
Texas
Sales
Corporate
Reporting By Area
Reporting By Function
INDIA NEW DELHI
NEW DELHIINDIANEW DELHIINDIA

• Drill down from General Ledger
to sub-ledgers
• Display accounting impact of transactions
in General Ledger
and in sub-ledgers
• T-account format
• Trial balance format
Payables Assets
Projects
Work in
Process
Receivables
Purchasing Inventory
Sub-Ledgers
Ledgers
Unlimited Visibility
Drilldown Ease Reconciliation and Analysis
Consolidated
Balances

Oracle Assets
Business Processes in Oracle Assets
COMPREHENSIVE ASSET MANAGEMENT SOLUTION, PHYSICAL INVENTORY
CHECKS, ACCURATE ACCOUNTING
• Define
• Asset Category Flex Field
• Asset Location Flex Field
• Asset Key Flex Field
• Define Asset Books
• Depreciation Rules
• Prorate Conventions
• Physical inventory
• Define asset warranty details
• Depreciation run with roll back
• Assign assets to employees
• Capital Work In Progress
• Perform Asset Retirements
Asset Category
Vehicle Trucks 7
Vans
Bikes

Fixed Assets – Key features
• Initial mass copy to copy assets from corporate book to tax
book for the first time
• Periodic mass copy to copy assets on a periodic basis
• Depreciation rates different from Corporate book
• Depreciation calendar different from Corporate book
• Reports based on Tax books

Fixed Assets – Corporate Asset Book

Fixed Assets – Tax Asset Book

Fixed Assets – Disposal of Assets

Fixed Assets – Depreciation at Asset Level
Depreciation Methods

Intercompany Accounting
• Instead of using different natural
accounts to track intercompany balances,
you can use an intercompany segment in your
chart of accounts to record the same detail
as enhanced intercompany balancing.
• Example with Intercompany Segment..

Intercompany Transactions
HQ
HQ Journal Entry
BANK 1,000Inter -Funding 1,000
①Initiate Subsidiary Journal Entry
Inter -Funding 1,000BANK 1,000
Subsidiary②Notify
Workflow Process
③Approve
HQ SOB Subsidiary SOB
④Journal Entry
④Journal Entry
Automatic
Automatic
Simultaneously enter all Intercompany Transactions
Automatically balance all Intercompany Transactions

Intercompany Accounts Setup:
Accounting Flexfield:
Segment1 = Company
Segment3 = Natural Account
Segment5 = Intercompany
Balance by Summary
Receivable Payable
Company Due From Account Due To Account
All Other xx.000.1600.000.yy xx.000.2600.000.yy

Post the following transaction:
Line 1: 02.000.1725.000.00 300
Line 2: 03.000.1725.000.00 400
Line 3: 01.000.1725.000.00 700
General Ledger creates the following intercompany journal
lines:
Line 4: 02.000.2600.000.01 300 (Payable due to 01)
Line 5: 03.000.2600.000.01 400 (Payable due to 01)
Line 6: 01.000.1600.000.02 300 (Receivable due from 02)
Line 7: 01.000.1600.000.03 400 (Receivable due from 03)

Oracle Cash Management
Business Processes in Oracle Cash Management
MANAGE LIQUIDITY AND CONTROL CASH
• Manual or Automatic reconciliation
• Manual or Automatic entry of bank statements
• Record foreign currency gains or losses
• Effective Cash forecasting
• Efficient Cash Positioning
• Export cash forecasting results to spread sheet
applications.
• Forecast Cash Inflows from:
• Oracle Receivables,
• Oracle General Ledger,
• Oracle Order Management,
• Oracle Projects,
• Oracle Treasury
• Forecast Cash Outflows from:
• Oracle Payables,
• Oracle General Ledger,
• Oracle Purchasing,
• Oracle Payroll,
• Oracle Projects,
• Oracle Treasury

CASH FORECASTING

Reconciling Bank Statements

Activity Based Costing
Some of the major features and functionality contained in the General Ledger module
have ABC implications.
• Enter statistical currency journals via Journals Enter form or Journal Import (i.e.,
STAT);
• Allocate resource costs to activity costs (i.e., MassAllocations)
• Define budgets to accommodate budgeted and actual activity costs;
• Allocate actual incurred expenses to activity-based budgets (i.e., Budget
MassAllocations); and
• Report on financial results using Financial Statement Generator (“FSG”) or General
Ledger Desktop Integrator (“GLDI”).
•ABC is implemented in Oracle Manufacturing primarily through the Cost
Management, Bill of Material, and Work-In-Process (WIP) modules.

Activity Based Costing

Tax Regimes Place of Supply /
Taxation
Applicability
& Registration
Status & Rates Taxable Basis Tax Calculation Recovery Rate
Tax Values
4P’s- Parties, Places,
Products & Processes
Determining Factors
Taxes, Rules, Tax Calendar, Account Configuration,
Invoice Sequencing numbering
Oracle eBusiness India Localization
Processing taxes for transactions and reporting
Projects
ReceivablesInventory
Purchasing PayablesSales Orders
payroll
FMS
SCM
HCM

Oracle E-Business Suite MIS Reports
– Balance Sheet
– Trail Balance
– Profit & Loss Statement
– Cash Flow
– Sales Register and Outstanding
– Purchase Register and Outstanding
– Budget VS Actual
– Expense Report etc.

TRAIL BALANCE

COMPANY FINANCIAL ANALYSIS

CASH FLOW ANALYSIS

AR ANALYSIS

BUDGET VS ACTUAL

Oracle eBusiness India Localization Supported Taxes
– GSTR 1 - Sales
– GSTR 2 - Purchase
– GSTR 3 – Monthly GST Return
– GSTR 9 – Annual Return
– Depreciation calculation as per Income Tax Act
– Other Features
– Third Party Payments for Freight, Insurance, Handling
Charges etc
– Retrospective Price & Tax Changes
– Provision to modify add on charges
– Provision to change taxes at the time of receipt

Define Tax Category – Purchase Setup

Define Attribute Template – Regime Registration

Define Tax Type

Define Tax Type Accounting

Define Tax Type Category Basis
TDS OR WHT

Define HSN Code

GSTR 1

GSTR 2

Input Tax Credit Report

eBusiness Tax
• Sales tax accounts/ tax accounts can be set up for the taxes in a tax regime to post
the tax amounts derived from your transactions.
• The tax accounts serve as default accounting information for taxes, tax rates, tax
jurisdictions, and tax recovery rates.
• The calculated tax amounts post to the specified operating unit accounts at
transaction time.
• The actual account information that the system uses depends upon Subledger
accounting rules
• Reports can be drawn out of this.

Matching receipts

Matching receipts in a jiffy..

Faster Closing:Automated Allocation
Janitorial
Expense 100,000
Allocate Expense by User Defined
Formula
Here, Expense is divided by the
headcount of each child
departments

Financial Statement Generator
COLUMN SET
ROW SETRevenue
Domestic
Foriegn
Misc. Income
Total Income
Expenses
Operating Expenses
Non Operating Expenses
Administration
Total Expenses
Profit
PTD BUD VAR
INR
VAR
%
Balance Sheet
Profit or Loss
Profitability
Expense reports
Consolidation
Adhoc Reports
Variance Reports
Current v/s Previous
User Defined Report Generating Tool

Benefits to Company
 Centralized Book Keeping
 Multi Org Structure provides single source of information
 Effective utilization of resources due to integrated functions
 Better control on accounting due to users wise control
 Self service reporting

Daily Business Intelligence
Goal Definitions • Functional role across traditional domains
• Management scope, not just accounting setup
• Global reach
• Management perspective of time
• Complete drilldown
• Direct from single source of truth
• As needed, e.g. daily
• Relevant, secure, flexible
• Direct use by all, not just analysts
• Immediately usable,
No additional implementation consulting
Relevant
Accurate
Timely
Self-Service
Out-of-the-Box

Personal Home Page
PersonalPersonal
HomeHome
PagePage
YahooYahoo--LikeLike
ConfigurationConfiguration
MessagesMessages
IntranetIntranet
PublishingPublishing
ActualActual
Business ActivityBusiness Activity
TrendsTrendsTrendsTrends
BIS MenuBIS Menu
SelfSelf--ServiceService
PersonalPersonal
FavoritesFavorites
Any URLAny URL
Locate InformationLocate Information
with Wordswith Words

Oracle Daily Business Intelligence

KPI Region Table Format
KPI Region Comparison Format

• Marketing
• Sales
• Service
• Contracts
• Finance
• Human Resources
• Project Management
• Order Management
• Planning
• Purchasing
• Manufacturing
• Shipping / Receiving
• Maintenance
• Product Management
Daily Business Intelligence Coverage
Reporting for ALL Business Functions

Oracle Inventory
 Inventory Overview
– Inventory introduction
– Inventory components
– Inventory Control
 Oracle Inventory Flow Process
– Inventory Enterprise Structure
– Item
– Inventory Control
– Miscellaneous Transaction
– Accuracy control
– Planning

Inventory Introduction
 The main objective
– Timely grasp of correct Availability
 Benefit
– Improve operational efficiency and accuracy of the accounting
treatment of Inventory
– Monitor the correct real-time stock information
– Monitor status and movement of materials and parts inventory
sluggish situation
– Improve the efficiency of inventory operations

Inventory Components - Item
 Type
 Number schema
 Inventory aspect
– Locator
– Safety stock
– On-hand quantity
– Transaction summary
 Purchasing aspect

 Type
 Number schema
 Engineering aspect
– BOM
– Routing
– Lead-time
– Order Policy : Reorder point、EOQ
– Supplier

Inventory Enterprise Structure
Organization A Organization B
Set of Books 2
Location B
Location A
Set of Books 1
Subinventory Subinventory Subinventory Subinventory
Locator Locator Locator Locator Locator

Oracle Inventory

Oracle Inventory Transactions

Benefits to Company
 Centralized Control Of Inventory
 Serialized Lot Control
 Location Level Control
 Planning parameters at the regional level
 Integration to Purchase and Finance.

<Insert Picture Here>
Procure to Pay

Spend
Categories
Indirect
Goods
Direct
Materials
Engineered
Goods
Services Approval
Routing
Touchless
Buying
Automated
Payment
Enforce Policy Compliance
Budget-Based
Procurement
Contract
Management
Supplier
Performance
Reduce Spend on Goods and Services
Category
Management
Online
Sourcing
Spend
Analysis
Streamline Procurement Processes
Supplier
Collaboration
Settlement
Orders
Profile
Management
Supplier
Network
Logistics
Supplier
Portal
Oracle Procurement
The Integrated Suite that Dramatically Cuts All Supply Management Costs

Streamline Procurement Processes
Reduce Manual Effort to Free Staff for Higher-Value Activities
Transaction Execution
Higher Value Activities
(e.g., program management)
Procure-to-Pay Automation
Create
Purchase
Order
Dispatch
Electronic
PO to
Supplier
Auto-
Approve
Minor
Changes
Receive
Goods or
Services;
Inspect
Receive
Electronic
Invoice
Pay
Supplier
(EFT)
Apply
Agreement
Terms &
Conditions
Apply
Auto-
Source
Rules
Higher Value Activities
(e.g., supplier development)

Supplier creation and details
MumbaiBangaloreChennai
Supplier
Supplier sites
ContactContactContactContact ContactContact

Supplier

Search Supplier before creating

SUPPLIER

Supplier site

Supplier Sites
Create additional
sites
Manage
Sites

Site-Specific Information
MumbaiBangaloreChennai
Payment
method
Online
review
PerformanceTerms and
conditions

Use Sites as per requirement
Decide what the
site is used for

COMMUNICATE AS SUPPLIER WANTS
Communicate in
preferred
manner

Supplier Site accounts

Create
Multiple
Site for
Supplier

Receiving Control based on Supplier

Supplier Payment Information

Additional Information for India

Where Purchase Request Come From
Oracle
WIP-(OSP)
Other
systems
Demand
Manually create
Import/reschedule
requisitions
Create internal
sales order
Requester
Order
Management
Create supplier purchase order
Oracle
Inventory-
Inventory planning
Oracle
MRP-Planned
Order
Source?
Approve

Overview of the Ordering Process
Create
requisition
AutoCreate
Purchasing
document
Send to
supplier
Receive
goods
Approve
requisition
Approve
document

Requisition Creation
User creates
a manual
Requisition
Enters item and
click on catalogs
Catalog

Purchase Catalogs
All earlier approved
Quotation appears
User selects the one
most suitable
If past purchases/Quotation /Agreement
exists requestor can get information from
catalog

System suggest
best possible
selection

Use Catalog

Use Catalog
Enter Need by date and
select

Requisition
Requisition No
Status

Requisition Approval

Tax Application
Tax gets applied
based on
setup , user
can override
before
sending for
approval

Purchase requisition goes for Approval
Status
changes
to In
process

Manager Gets TO DO Notification

Action On Notification
User can
take
approp
riate
action

Other Notification in QUEUE

Requisition Is approved –Action recorded
Complete
Audit trail

Request for Quotation
Enter targeted Price
In case this is new item which is never purchased
and there are no previous sourcing , Buyer can
start with Request for Quotation

Specify Terms
Enter Targeted
Price

Select supplier
Add from
supplier list
you have
in user org

Supplier sent Quotation

Supplier2 sent Quotation

RFQ updated with Quotation NOs

Control Status and Approval

Approve Quotes for Usage

Approved Quotation

Analyze Quotes
In case of
multiple
Quotations ,
Buyer can
do Quote
Analysis

Compare Quotes lines

Approve best quotes

Requisition to Purchase Order
Approved
requisition
Source?
External
Internal
Create internal
sales order
AutoCreate
Purchase orderRequisition pool

Create PO directly from Quote

Buyer Coverts REQ TO PO
Using Auto-create
function , Buyer can
quickly merge many
requisition and
create PO

Purchase Order header
Different kinds of
PO , use based
on actual
requirement
Line type to
specify Goods,
Services, OSP
PO Revision for
amendments

PO Shipment details
Material required
by
Organizations

Receipt Routing
Defaults
from
Setup,
Buyer can
override

Control Receiving Option Based On PO

PO Charge Account

Approve PO
Approve
PO

Mail Approved PO to vendor
E-Mail to
supplier
after PO
approval

Taxes Applied as Per Setup /Buyer

Supplier Gets the mail

Supplier reviews Purchase Order
Supplier Reviews
PO and send
acceptance

The Receiving Process
Deliver
Shipment
of
goods
Inspection
Inventory
Shop floor
Expense
Receipt

Supplier Sends material

Stores Receive Material
Record
Lot/Serial/l
ocator
number

GRN Generated
GRN Number
is generated

Inventory updated

RG Register gets updated

Claim MODVAT

Claim Modvat

View Accounting

View Registers from Receipt

View Register from Receipt

Tax Reporting

Enter Supplier Invoices

Match Supplier Invoices

Match Supplier Invoices
Match Based on
Ordered
,Received,
Accepted ,
Billed

Match Invoices

Validate Invoices

Match Invoice

Create Accounting

Accounting

Pay Invoice

Payment

Posting to GL

Accounting

Company
Oracle Asset Management

Integrated with Entire Enterprise
Link to ALL Business Functions
Forecasting
Work Scheduling
Resource Planning
Work Requests
Entry
Work Order
Generation
Material Request
Task Planning
W/O Update
and Close Out
Asset
Performance
Human
Resources
Financials Fixed
Assets
Property
Management
Procurement Manufacturing Projects Inventory

Foundation: Global Asset Repository
Achieve a Single Source of Truth About Your Assets
Eliminate Cost and Complexity of Multi-Vendor Systems
Global
Asset
Repository
• Capital budget
• Book value
• Cost history
• Leases
• Ownership
• Tag number
Finance
Data
• Downtime / repair history
• Failure & reliability analysis
• Maintenance schedule
• Asset configuration
• Location
Maintenance
Data
• Occupancy
• Capacity
• Production schedule
• Regulatory and
compliance policies
Operations
Data
“Operators”
“Maintainers”
“Owners”

Reliability-Centered Maintenance
Increase Productivity, Reduce Cost, Improve Product Quality
Analysis
Task
Selection
Execution
Task
Scheduling
Types
• Condition Based
• Preventive
• Reactive
Define Assets
Define Failure
Codes
Examples
• Excess Wear
• Heat
Exposure
Periodic
Review
• Focus attention and resources on “most important” assets
- Preventive or Condition-Based for high value and critical
- Reactive for low value, low priority
• Select and implement strategy based on asset type and primary usage

Multiple Maintenance Strategies
Plan Maintenance and Repairs in Any Environment
Reactive
Condition
Based
Preventive
Unplanned Maint
Scheduling
Maintenance
Request
Operator Initiated
WO Req / Approval
System Identification
of Limit Violations
Condition
Monitoring
Workflow-Driven
System Action
Maintenance
Forecast
Planned
Usage
Actual
Usage
Maintenance
Schedules
Estimated
Life

• Maintenance Schedule Shows
Up in Production Schedule
• Feeds Simulation for Advanced
Supply Chain Planning or
Manufacturing Scheduling
Production
Schedule
Equipment
Maintenance
Schedule
Optimized
Production
Schedule
Optimize Capacity Utilization
Balance Operation’s Needs vs. Assets’ Capabilities
Manufacturing Example: Production
Downtime Scheduling

Spare Parts Management
Plan and Manage All Types of Parts
Optimize stocking
levels and
automate
replenishment
Automatically
generate inventory
pick list and
purchase requisition
Synchronize purchasing
needs with actual
requirements
Enable accelerated
purchasing of parts
and materials
Rotables
(e.g., Diesel Engine)
Non-Stock Direct
(e.g., Actuated Valve)
Inventoried Parts
(e.g., Pipe Fitting)
Maintenance BOM
Inventory
Planning Procurement
Maintenance
Execution

Key Business Scenarios in EAM
• Equipment Management
• Breakdown Maintenance
• Preventive Maintenance
• Material Handling
• Equipment and personnel Safety Management
• Predictive Maintenance

Equipment Management
• Definition of Equipment.
• Creation of Equipment Hierarchy
• Equipment Status Management
• Spare part list for the equipment
• Definition of test and measurement points
• Maintenance Resource Management
• Shut Down / Start Up Procedures.

Breakdown Maintenance
• Work Request Creation
• Monitoring of Work Request
• Safety Instructions
• Permits – Work Clearance
• Work Order Management
• Material & Resource Accounting in the work order
• Work order History and Failure Analysis

Corrective/Breakdown Maintenance Cycle
Create Work
Request
Create Work
Request
Convert
Request to
Order
Convert
Request to
Order
Update MetersUpdate Meters
Authroize
Work request
Authroize
Work request
Diagonize
And List out
The
correctivesteps
Diagonize
And List out
The
correctivesteps
Assign
Resources
Assign
Resources
Assign and issue
Materials
Assign and issue
Materials
Capture the reason
And failure
analysis
Capture the reason
And failure
analysis
Costing
And closing
Of work order
Costing
And closing
Of work order
Actual
Resource
Actual
Resource
Create Work
Request
Create Work
Request
Convert
Request to
Order
Convert
Request to
Order
Authroize
Work request
Authroize
Work request
Diagonize
And List out
The
correctivesteps
Diagonize
And List out
The
correctivesteps
Assign
Resources
Assign
Resources
Assign and issue
Materials
Assign and issue
Materials
Capture the reason
And failure
analysis
Capture the reason
And failure
analysis
Costing
And closing
Of work order
Costing
And closing
Of work order
Actual
Resource
Actual
Resource

Preventive Maintenance
• Preventive Maintenance Schedule Definition.
• Spares, Resources, Documents handling in
Preventive Maitnenance
• Manage the preventive Maintenance through
workbench
• Automatic generation of PM work order
• Costing of Preventive Maintenance work order

Preventive Maintenance Cycle
Select the
equipment
Select the
equipment
Assign
Pm tasks
Assign
Pm tasks
Define
Frequency
Of mnt
Define
Frequency
Of mnt
Define
Meters
Define
Meters
Assign
Meters
To assets
Assign
Meters
To assets
Update
Meters
Update
Meters
Generate
Preventive
Orders
Generate
Preventive
Orders
Schedule
PM Orders
Schedule
PM Orders
Resource
Levelling
Resource
Levelling
Select the
equipment
Select the
equipment
Assign
Pm tasks
Assign
Pm tasks
Define
Frequency
Of mnt
Define
Frequency
Of mnt
Define
Meters
Define
Meters
Assign
Meters
To assets
Assign
Meters
To assets
Update
Meters
Update
Meters
Generate
Preventive
Orders
Generate
Preventive
Orders
Schedule
PM Orders
Schedule
PM Orders
Resource
Levelling
Resource
Levelling

Oracle Proposition
Integrated Solution Standardized &
Configurable
Quick Payroll Processing Report and Analyze
• Employee Data
• Attendance & Leave
Management
• Salary Processing
• Salary Transfer to
bank
• Financial
Management
• Standard Processes
as per Company
Policies
• Configurable and
easily Manageable
from Front end with
history of changes
• Auto-calculation of
Salary
• Auto calculation of
Arrears
• Process at any time
• Out of Box and
Configurable
Statutory Reports –
Form 16, Form 3, 6,
7etc..
• Support for
multiple formats..

Managing the Service Book
Personal
Details
Service
Details
Events
Health
&
Safety
Employee
Relations
Company
Property
Benefits
• Name, Father’s Name, etc.
• Multiple Contact Details
• Birth Details, Marital Status
• Nationality
• Religion
• Category (SC/ST/OBC etc.)
• Qualifications
• Languages Known
• Ex Servicemen Status
• Disability Details
• Dependants & Nominations
• Previous Employments
• Work/Transfer Preferences
• Bank Details
• Passport, PAN, PF, ESI, PRAN, etc.
• Photo & Thumb Impression/ Signature
• Medical Examination Report
• Background Check Report
• Education Certificates
• Age Proof

Service Book |Personal Details| Personal Information
1. Employee No
2. Name
3. Date of Joining
4. Date of Birth
5. Courses
6. Nationality
7. Religion
8. Mother tongue
9. Blood Group
10. .
11. .
12. .
13. .
PF,
Pension,
Gratuity
Details

Service Book

Self-Service Enabled
Personal Details Service Details Event Details Payroll Details
• Name
• Address
• Contact Details
• Gender
• Marital Address
• Dependents
• Identification
• Disabilities
• Service History
• Pay Scale
• Directory
• Special Info
• Experience
• Education
• Qualification
• Competencies
• Grievances
• Disciplinary Actions
• Transfer
• Promotion
• Deputation
• Resignation
• View Payslip
• Leave Request
• Advance Request
• Full & Final Request
• Salary Correction
Request
• Loan Requests

Outputs
Role-
Based
Access
Inputs Payroll Users
• Bonuses
• Commissions
• Voluntary
Deductions
• Overtime
• Individual
Updates
Consolidate
• Payroll
Calculation
• Taxation
• Pay Terms &
Conditions
Process
• Employee Pay
• 3rd Party Contributions
Distribute & Reconcile
• Labor Cost
Updates
• Tax Filings
General
Ledger
Cash
Management
3rd Party
Systems
Corporate
Payroll / HR
Auditors
Employees
Corporate
Mgmt
3rd Party
Instructions
Time & Labor
Human
Resources
Benefits
Oracle Payroll Solution

Enables you to…
 Deliver High Payroll Service Levels
 Dramatically Reduce Payroll Costs
 Adapt to Ongoing Business Change
 Process Payroll for a Global Workforce

High Performance Payroll
Efficiently Service Any Size Organization
Old Approach to Payroll
• “Extract and merge” processes
• Payroll “Freeze” period
• Limited access during pay runs
• Sequential processing
• Reactive payroll management
New Approach with Oracle
• Distributed-processing
• Continuous calculation
• Flexible change / error corrections
• Best practice workflows
• Proactive payroll management
Manage
Proactively
Global
Database
Process
Automation
Continuous
Payroll
Advanced
Payroll Engine
Stand Alone Batch
Processing
Separate Pay
Runs
Multiple Pay
Databases
Manual
Steps
Manage
Reactively

Manage Errors and Late Changes
Replace Administration with Automation
• Easily make
corrections
• Retry current period
changes
• Retroactive
calculation for date
effective changes to
previous periods
Retroactive Processing
Resolve Last Minute Payroll Errors
• Late
submissions
• Back-dated pay
awards
• Corrections • Reports with
assignment
sets
• Reallocate costs
• Apply retroactive
pay by element
• Multiple methods
to select
employees for
payroll run
Payroll
Cost Acctg
Mgmt Reporting
Inputs

Best Practice Workflows
Reduce Manual Intervention and Save Time
Workflow notifications
drive process steps
Status Notifications
(e.g., Email Alerts)
Automated reports
relevant to process
Kick off next step

Enterprise Reporting and Ad Hoc Queries
Balance and Reconcile Payroll
• What are my taxes and
earnings by employee
by jurisdiction?
• What is the net pay
variance by employee
compared to the
previous pay period?
• Is it Zero Net when
wages exist?
• What are the element
costing details by
employee?
• Who has Overtime paid
Sample Business Issue Standard Reports
Periodic Employee
Detail
Payroll Exception
Report (user defined
criteria)
Employee Not Paid
Report
Costing Details
Element Register
1,000+ Standard
Reports!

Enables you to…

Capabilities Benefits
• Formula-based payroll
calculations
• Configurable event
triggers, news alerts,
exception notices
• Paperless payroll
processing
• Configurable UI, task
flows, and approval
routings
• Tailor PTO and time entry
& approval to business
needs
• Enforce policy rules and
reduce corrective action
response time
• Processes become
real-time
• The business works
globally
Eligibility
Events
Rules-Based, Event-Driven Calculations
Use Automation to Reduce Manual Effort

Real-Time Access to Critical Information
Enable Role-Based Access to the Right Information
Executive Goal:
Proactively manage
labor costs
Managerial Goal:
Timely and accurate
operational reporting
Employee Goal:
Ensure pay accuracy
Cost
Accounting
Payroll
History
Time &
Labor
• Standard and Ad-Hoc reporting
• Ability to add user-defined attributes
with no programming
- Fully upgraded from release to release

Self-Service and Paperless Processing
Efficiently Manage Payroll Changes
Manager and Employee Self-Service Functions
• Enable people to manage their own data (e.g., direct deposit, W-4
tax information)
• Reduce number of people involved
• Integrate approvals
• Utilize embedded on-line advice to
reduce errors
Access Via Portal
• View detailed pay slips
• Analyze changes in pay
• Inquire on-line prior to next pay cycle
• View or reprint W-2 tax information

• Deployment Information
• Career & Performance
• Sales & Projects
• Time & Absence
Business
• Validate Eligibility
• Calculate Rates
• Manage Life Events
• Determine Choices
HR Benefits
& Time
Payroll
Automation
• Calculations
• Pre-payments
• Disbursements
• Reporting
• General Ledger
• Sub Ledger Acctg
• Outbound Interfaces
Outputs
Self-service
Workflow
Self-service
HR Input
• Personal Data
• Life Events
• Dependents
• Taxation
• Health
• Time
• Retirement
• Leave
Personal
• Self-Service Payslips
• Analytics
• Partner Integration
• Cash Management
Integrated Payroll and HR
Reduce Errors and Time Through Automation
• Performance-
Based Pay
• Allowances
• Bonus
• Non-Cash
Automation
Automation
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract

Enables you to…

Extensible Pay and Deduction Rules
Rapidly Adopt Changes that Impact Employee Pay
Process Even the Most Sophisticated or
Unique Rules and Mathematical Formulas
• Flat amount, percent, or unit rate
• Pay frequency and retroactive behavior
• Rounding and pro-ration rules
• User-defined calculation sequence
Compliance
Deadline
Notice or Effective
Date of Change
Non-Compliance
Fines & Penalties
Use Rule-Based Automation
to Meet Compliance Deadline
• Arrears processing
• Bank-related information
• Tax algorithms
• Accumulators

Simple End-User Language
Easily Define Rule and Regulation Formulas
Use FastFormula for Ultimate Calculation Flexibility
• Easy end-user language
• Used to deliver pre-configured
earnings and legislation
• Smooth workload through
date-effective calculations
• Extensive information access
can drive calculations
• Unaffected by system patches
and upgrades
Rules Based Thresholds
• Flexible controls levels
• Control of formats and values
to reduce error

Example: Plan Legislative and
Compensation Changes
Taxation
Collective Bargaining
Agreements
Salary
Pre-Configured Definitions
• Use pre-configured earnings, deductions
and classifications for legislative processing
• Reduce errors from manual intervention
User Configurations
• Capture highly specific data for each type
of compensation
• Use data variables for complex pay calculations
• Add new compensation at any time
• Introduce mass changes quickly through
data ‘cascading’
Date Effectivity Enables Changes to be Made in Advance

Eligibility
Grant compensation to groups based on
business, career, personal circumstances
Rates
Apply differential rates rules for groups or
individuals for rapid change
Processing Priority
Calculation control by the type of run,
type of payment, or HR action
Disbursement
Apply rules to determine disbursement to
accounts, third parties
Costing
Generate cost center allocations from costing
Dept “B”
Policy Changes
or Restructuring
Dept “A”
Allowance
100 USD
Grade F
Allowance
150 USD
Grade G
Example: Rapid Implementation
Organizational and Policy Changes

Enables you to…

Centralized Information Repository
Maintain a Single Source of Employee Data
• Leverage a single,
complete data model
& single HR / payroll
engine
• Store all data in a
single database
• Provide a single
version of truth
• Drive workforce data
across all business
processes
Common
Data
Model
Product
Development
Finance &
Accounting
Asset
Maintenance
Project &
Contract Mgmt
Planning &
Procurement
Manufacturing
HCM
Order Mgmt &
Warehousing
Sales &
Marketing Service

United States
Canada
Netherlands
Ireland
Denmark
Norway
Korea
Singapore
Japan
New Zealand
Finland
UK
South Africa
Saudi Arabia
India
Sweden
Kuwait
Australia
Hong Kong
China
UAE
Mexico
Supported Localizations Worldwide
Single Global Instance
• Deploy multiple localizations on a single global architecture
• Isolate country-specific regulations, processes, reports,
self-service, and user-defined rules
• State, calculate, & distribute pay in multiple currencies
• Operate in user-preferred language via multi-lingual &
multi-currency functionality
Global Payroll Capabilities
Support Global and Local Requirements

Payroll Process
Click OK

Viewing Payroll Results
Status would be
shown

Bank
Transfer

239
EFT Process output

Settlement Report

Statutory Reports
All India Specific
Statutory Reports

Oracle HRMS: Value Proposition
 Increases efficiency and reduces
wastages
 Better utilization of resources
 Do Right things at one go
 provide controlled access to various
users to enter information
 Inbuilt integration with oracle
financials and other modules
 Centralization of processes
 Real time and on a click of button
availability of reports and information
Employee Self Service
• Employees enter income tax declaration online
• Employees view and download payslip online
HR Database
• New joiners, transfer and separation information updated
online by Personnel Department
Inbuilt Integrations
• Oracle HRMS has inbuilt integrations with Oracle
Financials
Critical HR process
• Payroll Processing completed in a day
• Transfer, promotions, Appraisal managed centrally

Adhoc Reporting:
Ad hoc & Configurable Reporting Capability
 Number of employees under the Division, Circle
 Segregation of employees as per grade, class, experience & qualification
 Project and Location wise breakup of employees
 Payout in last 12 months
 Payout in last 5 years
 Ratio of spend/revenue and No of employees
 Spend Breakup – Salary Payout , Retrials , Expense Reimbursement , Assigned Assets , Company Leased,
Contingency spend.
 Payout of salary grade wise
 New Hire , Transfers and Attrition in last 6 months , 12 months and 5 years

Oracle Proposition :
View at Division Level
1. Number of employees under the division
2. Segregation of employees as per grade, class, experience & qualification
3. Project and Location wise breakup of employees
4. Payout in last 12 months
5. Payout in last 5 years
6. Ratio of spend/revenue and No of employees
7. Spend Breakup – Salary Payout , Retrials , Expense Reimbursement , Assigned Assets , Company
Leased, Contingency spend.
8. Payout of salary grade wise
9. New Hire , Transfers and Attrition in last 6 months , 12 months and 5 years

Oracle Proposition :
View at Circle:
1. Number of employees under the Circle
2. Segregation of employees as per grade, experience & qualification
3. Division wise breakup of employees
4. Payout in last 3 months , 6 months , 12 months , X years …..
5. Ratio of spend and No of employees
6. Comparative analysis of Circle – No of employees/ Spend
7. Spend Breakup – Salary Payout , Retrials , Expense Reimbursement , Assigned Assets , Company
Leased, Contingency spend.
8. Payout of salary grade wise
9. New Hire , Transfers and Attrition in last 6 months , 12 months and 5 years

WHY ORACLE
Lower Total Cost of Ownership & Better Return on Investment
Ownership
COMMITMENT
Risk Mitigation
EXPERIENCE
Ensuring Success
SOLUTION

OPERATIONAL
EXCELLENCE
ANALYTICS
INTEGRATION
TECHNOLOGY
Oracle Intelligence Oracle Hyperion
Our Differentiators
 Covers all types of intelligence requirements
 Extensive Pre-built Content
 No 1 in BI
SOLUTION FITMENT

OPERATIONAL
EXCELLENCE
ANALYTICS
INTEGRATION
TECHNOLOGY
Oracle Standard API
Single Integration Engine
for multi sites
Messaging based Integration
Our Differentiators
 Modules Integrated out
of the box
 Open Standards Based
Integration
 Market Leader in
Integration technologies
SOLUTION FITMENT

OPERATIONAL
EXCELLENCE
INTEGRATION
INTELLIGENCE
TECHNOLOGY
Form
Personalization
Oracle Workflow/
Alerts
BI/Hyperion
Our Differentiators
 Skills for Oracle Technology easily available in the market
 Flexible Technology keeps pace with
changing business needs
 Standards based
 Oracle Agile PLM
 Oracle Transportation Management
 Oracle Hyperion
SOLUTION FITMENT
Agile PLM/ OTM

WHY ORACLE
Ensuring Success
SOLUTION
Ownership
COMMITMENT
Risk Mitigation
EXPERIENCE
VODAFONE

COMMITMENT
Company
INDIA
APPS BUSINESS
Customer Care & Steering Committee Participation
Change Management & Proven Methodology
Industry Best Practices
ENSURE OWNERSHIP

Company
INDIA
APPS BUSINESS
ILTD
• 22 years, 31,000 employees
• USD 3 Bn investment since year 2000
• 36 city sales network, 400 partners
• Thousands of technology customers
• 1000+ applications customers
• Global Applications Development Centre in Hyderabad & Bangalore
• India Localization Dev & Support
• Global Support Centre
• Oracle University
• Oracle Education Foundation
• Touches 3,50,000 students in schools & colleges thru Think.com
• Employees support >25 not of profit organizations
• Oracle Health Transaction Base for Byrraju Foundation
• Telemedicine project to touch 150 villages in Andhra Pradesh
ENSURE WE DELIVER
COMMITMENT

Company
INDIA
APPS BUSINESS
100,000
Crores
37,000+
75,000+
No. 1
$23b
• Open Platform, New Age Technology
• Modular, Flexible
• Easy to implement, maintain & upgrade
• Clear product roadmap
COMMITMENT
Enterprise
Software
Company
Investment
In Application
Business
Apps
Customers
Employees

JBM Group
INDIA
APPS BUSINESS
100,000
Crores
37,000+
75,000+
No. 1
$23b
• Open Platform
• New Age Technology
• Modular, Flexible
• Easy to implement, maintain & upgrade
• Clear product roadmap
COMMITMENT
Enterprise
Software
Company
Investment
In Application
Business
Apps
Customers
Employees

WHY ORACLE
Ensuring Success
SOLUTION
Ownership
COMMITMENT
Risk Mitigation
EXPERIENCE

Return on Investment

Return on Investment & Total Cost of
Ownership Software
Implementation
Hardware
On-Going Maintenance
Upgrades / Obsolescence Prevention
Manpower Costs
Training
Maintaining & Supporting the instance
Upgrading as required

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