Oracle ‘A.I.M. Methodology’

June 20, 2011

A.I.M. Introduction

Oracle A.I.M. Methodology encompasses a project management methodology with documentation templates that support the life cycle of an implementation. The life cycle methodology and documentation templates allows A.I.M. to be a very useful tool for managing implementation projects successfully.

The A.I.M. methodology can actually be used for any type IT software implementations however the value of A.I.M is within the documentation template. The software includes the documentation templates, manuals and an html website to manage these templates.

This is a depiction of the A.I.M. methodology life cycle:

Here is a link for download:

A.I.M. Document Deliverables


Business Process Architecture (BP)
BP.010 Define Business and Process Strategy
BP.020 Catalog and Analyze Potential Changes
BP.030 Determine Data Gathering Requirements
BP.040 Develop Current Process Model
BP.050 Review Leading Practices
BP.060 Develop High-Level Process Vision
BP.070 Develop High-Level Process Design
BP.080 Develop Future Process Model
BP.090 Document Business Procedure

Business Requirements Definition (RD)
RD.010 Identify Current Financial and Operating Structure
RD.020 Conduct Current Business Baseline
RD.030 Establish Process and Mapping Summary
RD.040 Gather Business Volumes and Metrics
RD.050 Gather Business Requirements
RD.060 Determine Audit and Control Requirements
RD.070 Identify Business Availability Requirements
RD.080 Identify Reporting and Information Access Requirements

Business Requirements Mapping
BR.010 Analyze High-Level Gaps
BR.020 Prepare mapping environment
BR.030 Map Business requirements
BR.040 Map Business Data
BR.050 Conduct Integration Fit Analysis
BR.060 Create Information Model
BR.070 Create Reporting Fit Analysis
BR.080 Test Business Solutions
BR.090 Confirm Integrated Business Solutions
BR.100 Define Applications Setup
BR.110 Define security Profiles

Application and Technical Architecture (TA)
TA.010 Define Architecture Requirements and Strategy
TA.020 Identify Current Technical Architecture
TA.030 Develop Preliminary Conceptual Architecture
TA.040 Define Application Architecture
TA.050 Define System Availability Strategy
TA.060 Define Reporting and Information Access Strategy
TA.070 Revise Conceptual Architecture
TA.080 Define Application Security Architecture
TA.090 Define Application and Database Server Architecture
TA.100 Define and Propose Architecture Subsystems
TA.110 Define System Capacity Plan
TA.120 Define Platform and Network Architecture
TA.130 Define Application Deployment Plan
TA.140 Assess Performance Risks
TA.150 Define System Management Procedures

Module Design and Build (MD)
MD.010 Define Application Extension Strategy
MD.020 Define and estimate application extensions
MD.030 Define design standards
MD.040 Define Build Standards
MD.050 Create Application extensions functional design
MD.060 Design Database extensions
MD.070 Create Application extensions technical design
MD.080 Review functional and Technical designs
MD.090 Prepare Development environment
MD.100 Create Database extensions
MD.110 Create Application extension modules
MD.120 Create Installation routines

Data Conversion (CV)
CV.010 Define data conversion requirements and strategy
CV.020 Define Conversion standards
CV.030 Prepare conversion environment
CV.040 Perform conversion data mapping
CV.050 Define manual conversion procedures
CV.060 Design conversion programs
CV.070 Prepare conversion test plans
CV.080 Develop conversion programs
CV.090 Perform conversion unit tests
CV.100 Perform conversion business objects
CV.110 Perform conversion validation tests
CV.120 Install conversion programs
CV.130 Convert and verify data

Documentation (DO)
DO.010 Define documentation requirements and strategy
DO.020 Define Documentation standards and procedures
DO.030 Prepare glossary
DO.040 Prepare documentation environment
DO.050 Produce documentation prototypes and templates
DO.060 Publish user reference manual
DO.070 Publish user guide
DO.080 Publish technical reference manual
DO.090 Publish system management guide

Business System Testing (TE)
TE.010 Define testing requirements and strategy
TE.020 Develop unit test script
TE.030 Develop link test script
TE.040 Develop system test script
TE.050 Develop systems integration test script
TE.060 Prepare testing environments
TE.070 Perform unit test
TE.080 Perform link test
TE.090 perform installation test
TE.100 Prepare key users for testing
TE.110 Perform system test
TE.120 Perform systems integration test
TE.130 Perform Acceptance test

PERFORMANCE TESTING(PT)
PT.010 – Define Performance Testing Strategy
PT.020 – Identify Performance Test Scenarios
PT.030 – Identify Performance Test Transaction
PT.040 – Create Performance Test Scripts
PT.050 – Design Performance Test Transaction Programs
PT.060 – Design Performance Test Data
PT.070 – Design Test Database Load Programs
PT.080 – Create Performance Test TransactionPrograms
PT.090 – Create Test Database Load Programs
PT.100 – Construct Performance Test Database
PT.110 – Prepare Performance Test Environment
PT.120 – Execute Performance Test

Adoption and Learning (AP)
AP.010 – Define Executive Project Strategy
AP.020 – Conduct Initial Project Team Orientation
AP.030 – Develop Project Team Learning Plan
AP.040 – Prepare Project Team Learning Environment
AP.050 – Conduct Project Team Learning Events
AP.060 – Develop Business Unit Managers’Readiness Plan
AP.070 – Develop Project Readiness Roadmap
AP.080 – Develop and Execute CommunicationCampaign
AP.090 – Develop Managers’ Readiness Plan
AP.100 – Identify Business Process Impact onOrganization
AP.110 – Align Human Performance SupportSystems
AP.120 – Align Information Technology Groups
AP.130 – Conduct User Learning Needs Analysis
AP.140 – Develop User Learning Plan
AP.150 – Develop User Learningware
AP.160 – Prepare User Learning Environment
AP.170 – Conduct User Learning Events
AP.180 – Conduct Effectiveness Assessment

Production Migration (PM)
PM.010 – Define Transition Strategy
PM.020 – Design Production Support Infrastructure
PM.030 – Develop Transition and Contingency Plan
PM.040 – Prepare Production Environment
PM.050 – Set Up Applications
PM.060 – Implement Production Support Infrastructure
PM.070 – Verify Production Readiness
PM.080 – Begin Production
PM.090 – Measure System Performance
PM.100 – Maintain System
PM.110 – Refine Production System
PM.120 – Decommission Former Systems
PM.130 – Propose Future Business Direction
PM.140 – Propose Future Technical Direction

Application Implementation Method is a proven approach for all the activities required to implement oracle applications.

The scope of the AIM is focused on an enterprise as a whole.

There are eleven processes of implementation.

1. Business Process Architecture [BP]

This phase outlines:

  • Existing business practices
  • Catalog change practices
  • Leading practices
  • Future practices

2. Business Requirement Definition[RD]

This phase explains about the initial baseline questionnaire and gathering of requirements.

3. Business Requirement Mapping[BR]

In this phase the requirements of business are matched with the standard functionality of the oracle applications.

4. Application and Technical Architecture [TA]

This outlines the infrastructure requirements to implement oracle applications.

5. Build and Module Design [MD]

This phase emphasizes the development of new functionality (customization) required by the client. It mainly details how to design the required forms, database and reports.

6. Data Conversion [CV]

Data Conversion is the process of converting or transferring the data from legacy system to oracle applications.

Ex. Transferring customer records from the legacy to the Customer Master.

7. Documentation [DO]

Documentation prepared per module that includes user guides and implementation manuals.

8. Business System Testing [TE]

A process of validating the setup’s and functionality by QA(functional consultant) to certify status.

9. Performance Testing [PT]

Performance testing is the evaluation of transactions saving time, transaction retrieval times, workflow background process, database performance, etc…

10. Adoption and Learning [AP]

This phase explains the removal of the legacy system and oracle application roll out enterprise wide.

11. Production Migration [PM]

The process of “decommissioning” of legacy system and the usage(adoption) of oracle application system.

Oracle 11i Order management setup steps

June 15, 2011

Step 1
Flexfields
Define key and descriptive flexfields to capture additional information about orders
and transactions.
This step is required for Key Flexfields, and optional if you plan on using the
functionality surrounding Descriptive Flexfields. Several defaulting values are
provided.
Step 2
Multiple Organizations
Define multiple organizations in Oracle Inventory. This step is optional.
See
Overview of Inventory Structure, Oracle Inventory User’s Guide.
Step 3
Inventory Organizations
Define inventory organizations (warehouses), parameters, subinventories, and
picking rules in Oracle Inventory.
You must define at least one item validation organization and at least one
organization that acts as an inventory source for orders fulfilled internally. If you
plan to drop ship some orders, you must also define at least one logical
organization for receiving purposes. Your item validation organization can be the
same as your inventory source or your logical receiving organization, but you
cannot use one organization for all three purposes. See Step 5 for setting your item
validation organization.
This step is required.
See
Overview of Inventory Structure, Oracle Inventory User’s Guide
Defining Picking Rules, Oracle Inventory User’s Guide
Setup Steps
2-8 Oracle Order Management Implementation Manual
Step 4
Profile Options
Define profile options to specify certain implementation parameters, processing
options, and system options.
This step is required.
See
Profile Options
Step 5
Parameters
Set your Order Management Parameters to validate items, enable customer
relationships, and operating unit defaults.
This step is required.
Step 6
Invoicing
Define invoicing information, including payment terms, invoicing and accounting
rules, Autoaccounting parameters, territories, and invoice sources.
This step is required if you plan on transferring invoicing information to Oracle
Receivables. Several defaulting values are provided.
See
Payment terms, Oracle Receivables User’s Guide
Invoice with Rules, Oracle Receivables User’s Guide
Transaction Types, Oracle Receivables User’s Guide
AutoAccounting, Oracle Receivables User’s Guide
Territories, Oracle Receivables User’s Guide
Invoice Batch Sources, Oracle Receivables User’s Guide
Invoice Processing, Order Management User’s Guide
Setup Steps
Oracle Order Management Setup 2-9
Step 7
Salespersons
Define information on your sales representatives.
This step is optional.
See
Salespersons, Oracle Receivables User’s Guide.
Step 8
Tax
Define tax features, such as codes, rates, exceptions, and exemptions.
This step is required.
See
Overview of Tax, Oracle Receivables User’s Guide.
Step 9
QuickCodes
Define QuickCodes that provide custom values for many lists of values throughout
Order Management.
This step is required if you plan on creating user defined Quickcodes for utilization
within Order Management. Defaulting values are provided.
See
Define QuickCodes
Step 10
Workflow
Define order and line processing flows to meet different order and line type
requirements.
This step is required.
Setup Steps
2-10 Oracle Order Management Implementation Manual
See
Using Workflow in Order Management
Step 11
Document Sequences (Order Numbering)
Define Document Sequences for automatic or manual numbering of orders.
This step is required.
See
Defining Document Sequences for Order Numbering
Step 12
Order Import Sources
Define sources for importing orders into Order Management.
This step is required if you plan on importing orders or returns into Order
Management.
See
Order Import
Step 13
Units of Measure
Define the units of measure in which you supply items.
This step is required.
See
Defining Unit of Measure, Oracle Inventory User’s Guide.
Step 14
Item Information
Define item information, including item attribute controls, categories, and statuses.
Setup Steps
Oracle Order Management Setup 2-11
This step is required.
See
Defining Item Attribute Controls, Oracle Inventory User’s Guide
Defining Categories, Oracle Inventory User’s Guide
Defining Item Status Codes, Oracle Inventory User’s Guide
Step 15
Items
Define the items that you sell, as well as container items.
This step is required.
See
Overview of Item Setup and Control, Oracle Inventory User’s Guide.
Step 16
Configurations
Define the configurations that you sell.
This step is required if you plan on generating orders or returns for configured
items. Several defaulting values are provided.
See
Primary and Alternate Bills of Material, Oracle Bills of Material User’s Guide.
Step 17
Pricing
Define price lists for each combination of item and unit of measure that you sell.
Optionally, you can define pricing rules and parameters to add flexibility.
For more information about pricing setup and implementation, refer to the Oracle
Advanced Pricing Implementation Manual.
This step is required.
Setup Steps
2-12 Oracle Order Management Implementation Manual
See
Basic Pricing Setup
Step 18
Customer Classes
Define customer profile classes.
This step is required if you plan on using the functionality surrounding Customer
Profiles. Several defaulting values are provided.
See
Defining Customer Profile Classes, Oracle Receivables User’s Guide.
Step 19
Customers
Define information on your customers.
This step is required.
See
Entering Customers, Oracle Receivables User’s Guide.
Step 20
Item Cross References
Define item cross references for ordering by customer part number, UPC, or any
generic item number.
This step is required if you plan on using the functionality surrounding item cross
referencing. Several defaulting values have been provided.
See
Using Item Cross Referencing in Order Management
Defining Customer Item Cross References, Oracle Inventory’s User’s Guide
Defining Cross Reference Types, Oracle Inventory’s User’s Guide
Setup Steps
Oracle Order Management Setup 2-13
Step 21
Sourcing
Define your sourcing rules for scheduling supply chain ATP functions.
This step is optional.
See
Setting up the Supply Chain, Oracle Advanced Supply Chain Planning User’s Guide
Step 22
Order Management Transaction Types (Order and Line Types)
Define Order Management transaction types to classify orders and returns. For
each order type, you can assign a default price list, defaulting rules, order lines,
return lines, line types, workflow assignments, payment terms, and freight
terms.
This step is required.
See
Transaction Types
Note: Previous versions of this user’s guide referred to Order
Management Transaction Types as either transaction types or order or
line transaction types. In an effort to distinguish between the various
Oracle Transaction types available, Order Management Transaction
types will now be referred to as either OM Order or Line
Transaction Types.
Note: Order Management provides NO seeded OM transaction
types. For existing Oracle Order Entry customers, Order
Management will update existing Order Types to OM transaction
type during the upgrade process.
Setup Steps
2-14 Oracle Order Management Implementation Manual
Step 23
Cost of Goods Sold (COGS)
Set up your Cost of Goods Sold Accounting Flexfield combination (COGS Account)
in Oracle Inventory.
This step is required if you plan on utilizing the functionality surrounding COGS.
See
Oracle Inventory User’s Guide.
Step 24
Processing Constraints
Define processing constraints to prevent users from adding updating, deleting,
splitting lines, and cancelling order or return information beyond certain points in
your order cycles. Use the constraints Order Management provides, which prevent
data integrity violations, or create your own.
This step is optional. Several default values for processing constraints have been
defined.
See
Processing Constraints
Step 25
Defaulting Rules
Define defaulting rules to determine the source and prioritization for defaulting
order information to reduce the amount of information you must enter manually in
the Sales Orders window.
This step is optional. Several Defaulting rules and corresponding values for have
been defined.
See
Order Management Defaulting Rules
Setup Steps
Oracle Order Management Setup 2-15
Step 26
Credit Checking
Define your credit checking rules.
This step is required if you plan on performing any type of order credit checking.
See
Credit Cards and iPayment
Step 27
Holds
Define automatic holds to apply to orders and returns.
This step is required if you plan on performing automatic hold for orders or returns.
See
Hold Management
Step 28
Attachments
Define standard documents to attach automatically to orders and returns.
This step is optional.
Step 29
Freight Charges and Carriers
Define freight charges and freight carriers to specify on orders.
This step is required if you plan on charging customers for freight or additional
order charges.
See
Freight and Special Charges
Defining Freight Costs, Oracle Shipping Execution User’s Guide
Profile Options
Defining Freight Carriers, Oracle Shipping Execution User’s Guide
Step 30
Shipping
Define shipping parameters in Oracle Shipping Execution.
This step is required.

Also Refer
Oracle Shipping Execution User’s Guide.
Oracle Training Administration Users
Please refer to the Oracle Training Administration User’s Guide for additional
Order Management Setup Steps.
Also Refer
Using Oracle Training Administration with Order Management
Oracle Process Manufacturing Users
Please refer to the Oracle Process Manufacturing User’s Guide for additional Order
Management Setup Steps.

UPK 3.1.6

June 15, 2011

Oracle has released another update to the User Productivity Kit to version 3.1.6 from the previous version 3.1.6

See below for the change document for UPK 3.1.6:

1:- MULTI-USER DEVELOPER AND USAGE TRACKING CHANGES
Added support for Oracle Databases v9i, v10g, and v11g.

2:- STANDARD JAVA CHANGES
Added support for Sun Java Runtime Environment (JRE) version 1.6.0_05.

3:- JD EDWARDS ENTERPRISEONE CHANGES
Added support for tools version 8.97 on application version 8.12.

SIEBEL CHANGES
4:- Added support for Siebel 7.7.2.9, 7.8.2.7, and 8.0.0.2.

 

Context ID’s implementation Question for Oracle Support

August 6, 2008 by nasirh

I had an issue where our organization was developing UPK content creation in a lower DEV instance with Context ID’s implemented and wanted to know whether the content would be effective in the PROD environment.  The main issue is that when a user clicks on Help in a specific area the Context ID is passed to UPK and it shows the applicable help content.  So, I sent an SR to Oracle:

QUESTION
=========
If I capture content on the Development Instance where Context ID’s are implemented, is this translated to the Production Instance(context Id’s implemented) once we go live? OR do I have to recreate/recapture UPK content again?

ANSWER
========
The context ids that are captured are the context information used by Oracle help to load the correct help page. For example on the profiles query form the context id might be FNDPOMPV_PROFILE_QF. As long as both instances are at the same apps version then the same form should have the same context id as this is independent of the instance. Therefore, you should be able to use your content recorded on the Development instance to provide help content on the production instance.

Oracle EBS-Inventory

May 18, 2011

1.What is item status? Name the related table.

INVENTORY_ITEM_STATUS_CODE is the Colum in table MTL_ITEM_STATUS will tell you the different status for item while you defining the item in item master form (INVIDITM). You can have different status as shown in below, also u can define your own custom status in status code form in item setups (INVSDOIS)like “easyapps”

Active
Inactive
Engineer
Obsolete
Phase-Out
Prototype
OPM
Lease
Production
Concept
Design
DEM_Status
Pending

2.Define steps of assigning items to an organization.

Create an item in Item master from and select the template to assign the corresponding item attributes from tools menu. Now save the item. After saving the item select the organizational assignment option from tools menu for that item and organizational assignment item form popups. Now u can select the organizations from the list by ticking in check box.save the work.

3.In which table subinventory related information for item is stored?

MTL_ITEM_SUB_INVENTORIES

4.What are the prerequisite set ups for interorganization transaction?

Prerequisites
Define an inventory item that is common to both organizations. See:Defining Items and Assigning Items to Organizations.Define at least two organizations, one of which is valid to receive material from the other. See: Creating an Organization, Oracle Human Resource Management Systems User’s Guide and Defining Organization Parameters.Set up inter–organization relationships and their corresponding accounts. See: Defining Inter–Organization Shipping Networks. For direct transfers, if the item to transfer is under serial number control, the item must have the same unit of measure in each organization. See: Defining Items.

5.Where to define interorganization transaction charges and what are the different options?

Depending on the inter–organization transfer charge that applies between the organizations, a percentage of the transaction value or a discrete amount that Oracle Inventory uses to compute transfer charges.

6.What are stock locators and how to define them?

Stock locators are an optional entity that may be used to represent physical locations within a subinventory. You may choose to use stock locators for selected subinventories or selected items within selected subinventories. If locators are used, subinventory and locator track on-hand balances. Therefore, if locators are defined to represent a shelf within a stockroom, on-hand balances on the system would show the item and quantity down to the physical location within the facility.U can derfine them in stocklocator from (INVSAFDH) in inventory setups. MTL_ITEM_LOCATIONS is the main base table for this locators.

7.Name the tables where the stock locator information is stored. At least two.

Refer above Q.One more table is MTL_ITEM_LOC_DEFAULTS

8.What is unit of measure classes? Give atleast two examples. Name the underlying table.

9.What is the prerequisite for difining unit of measure?

10.In which tables the transaction details stored? Atleast two.

11.What are centralized and decentralized level of control of item attributes?

12.Name all status attributes.

13.Differentiate between intra & inter uom class conversion with examples.

14.Is uom maintained at master level or organization level or both?

15.Mention the interface tables for item open interface and open transaction interface and also their respective production tables.

16.Name atleast five reports in oracle inventory related to transaction ?

17.What are the prerequsites for costing transactions?

18.Which is the table for storing organization information?

19.How to get the on hand quantity of an item across all organizations? Name the underlying tables.

20.What is the purpose of standard cost update?

21.Mention the navigational steps for abc analysis

——————————————————————————————————————————————-

1. What is an Organization & Location?
2. What are the KeyFlexFields in Oracle Inventory Module?
3. What are the Attributes of Item Category & System Items?
4. What are the KeyFlexFields in Oracle Purchasing & Oracle Payables?
5. What are the KeyFlexFields in Oracle HumanResources & Oracle Payroll?
6. How would you create an Employee (Module Name) Describe?
7. What is a Position Hierarchy? Is there any restriction to create that?
8. To whom we call as a Buyer? What are the Responsibilities?
9. How do you Setup an Employee as a User – Navigation?
10. How many Approval Groups we have? Describe?
11. Describe the Types of Requisition?
12. How many Status’s and Types For RFQ’s & Quotations Describe?
13. How many Types of Purchase Orders We Have?
14. What is a Receipt?
15. What is Catlog Rfq?
16. Give me online about Planned Po?
17. How can the manger view the Approval Documents Information?
18. Whether the manager can forward to Any other person? How?
19. Can u resend the document your subordinate how?
20. What is Po Summary?

Answers
1. It is a Ware House Which you can Store the Items, And You can setup your business Organization Information Like Key Flexfilelds,Currency,Hr Information and starting time and end time. Location’s are like godown place, office place, production point.

2. System items,Item Categories,Account Alias,Sales Order,Item Catalog,Stock Locators

3. The classification of items are Category Like Hard ware and Software, where as the Systems are individual items like Cpu,Key Board.

4. No Flexfields, But the help of Inventory And Human Resources we can use

5. Job Flexfield,Position Flexfield,Grade Flexfiled,Costing,People Group Flexfield,Personal Analysis Flexfield

6. If Human Resource is Installed Hr/Payroll, If Not I can create Employee using with Gl,Ap,Purchasing,Fixed Assets

7. It is a Grouping of Persons for Approving and Forwarding the Documents from one person to another person, there is no restriction.

8. The Employee is nothing a Buyer, who is responsible for Purchase of Goods or services.

9. Security->User->Define, System Administration Module.

10. Document Total,Accounts,Items,Item Categories,Location.

11. Purchase Requistion,Internal Requistion.

12. In Process,Print,Active,Closed for Rfq’s In Process,Active,Closed for Quotation.

13. Standard,Purchase Agreement,Blanket PO,Planned PO.

14. To Register the Purchase orders/PO lines for shipment purpose.

15. It contains Price breaks with different quantity levels.

16. For a Agreement for long period for goods.

17. Notifications Window.

18. Yes, In the Notifications Window under the Forward to Push Button.

19. Yes, In the Notifications Window under the Forward to Push Button.

20. The Purchase Order Summay Information like total lines, and stauts

———————————————————————————————————————————————————

1) Which are required steps in Inventory module set up?
Answer:
a) All the 6 key flexfields i.e Items, Item Catalog, Account Alias, Sales Order, Locator and Item Category
b) Organizations
c) Change Organizations
d) Intercompany Relations
e) Unit of Measure Classes
f)Subunventories
g)Item Attribute Controls, Categories
h)Default Category set
i)Item Statuses
j) Cost types
k)Profile Options
l)Inventory Accounting Periods

2) What do you mean by Required with Defaults Steps?
Answer:
Required Step With Defaults means that the setup functionality comes with pre-seeded, default values in the database; however, you should review those defaults /default values and decide whether to change them to suit your business needs

3)Which are Required with Defaults Steps in Inventory module?
Answer:
There are no such steps in Inventory module

4)There is no stock locator control in your Inventory organization.Do you still need to configure it?
Answer:
You need not to configure the flexfield in a specific way but you must still compile the Stock Locators key Flexfield because all Oracle Inventory transaction and on-hand inquiries and reports require a frozen flexfield definition

5) What is the use of a picking rule?
Answer:
When you pick release a sales order in Order Management module , Order Shipping Execution module ( which is a part of Order Management) submits requests to Oracle Inventory module which uses the information given in picking rule to give priority to pick units of an items and then it generates pick lists for sales orders

6) Can you apply material overheads to Average Costing Organization?
Answer:
No, you can not apply it to Average Costing Organization. However you can apply it to Standard Costing Organization

7) What is a Transaction Action?
Answer:
A transaction action is a predefined method of changing the quantity and/or location and/or cost of an item. It is used in Transaction Type form

8) How many Predefined Transaction Actions are available in Inventory module?
Answer:
You may use one of six predefined transaction actions: –issue from stores, subinventory transfer, direct organization transfer, intransit shipment, cost update and receipt into stores.

9)Can you do Inventory transactions in prior periods?
Answer:
Yes, you can do by setting the profile option INV: Transaction Date validation to Provide warning when date in past period or Allow date in any open period. It allows entry of a past date

10) Can you change customer item name or Item after you save it?
Answer:
Yes, you can change it if you have set the profile option INV: Updatable Customer Item to Yes and INV: Updatable item to Yes respectively

————————————————————————————————————————————————————-

1) Which are required steps in Inventory module set up?
Answer:
a) All the 6 key flexfields i.e Items, Item Catalog, Account Alias, Sales Order, Locator and Item Category
b) Organizations
c) Change Organizations
d) Intercompany Relations
e) Unit of Measure Classes
f)Subunventories
g)Item Attribute Controls, Categories
h)Default Category set
i)Item Statuses
j) Cost types
k)Profile Options
l)Inventory Accounting Periods

2) What do you mean by Required with Defaults Steps?
Answer:
Required Step With Defaults means that the setup functionality comes with pre-seeded, default values in the database; however, you should review those defaults /default values and decide whether to change them to suit your business needs

3)Which are Required with Defaults Steps in Inventory module?
Answer:
There are no such steps in Inventory module

4)There is no stock locator control in your Inventory organization.Do you still need to configure it?
Answer:
You need not to configure the flexfield in a specific way but you must still compile the Stock Locators key Flexfield because all Oracle Inventory transaction and on-hand inquiries and reports require a frozen flexfield definition

5) What is the use of a picking rule?
Answer:
When you pick release a sales order in Order Management module , Order Shipping Execution module ( which is a part of Order Management) submits requests to Oracle Inventory module which uses the information given in picking rule to give priority to pick units of an items and then it generates pick lists for sales orders

6) Can you apply material overheads to Average Costing Organization?
Answer:
No, you can not apply it to Average Costing Organization. However you can apply it to Standard Costing Organization

7) What is a Transaction Action?
Answer:
A transaction action is a predefined method of changing the quantity and/or location and/or cost of an item. It is used in Transaction Type form

8) How many Predefined Transaction Actions are available in Inventory module?
Answer:
You may use one of six predefined transaction actions: –issue from stores, subinventory transfer, direct organization transfer, intransit shipment, cost update and receipt into stores.

9)Can you do Inventory transactions in prior periods?
Answer:
Yes, you can do by setting the profile option INV: Transaction Date validation to Provide warning when date in past period or Allow date in any open period. It allows entry of a past date

10) Can you change customer item name or Item after you save it?
Answer:
Yes, you can change it if you have set the profile option INV: Updatable Customer Item to Yes and INV: Updatable item to Yes respectively

Purchase Order Types in Oracle EBS.

May 17, 2011

Purchase Order Types
Oracle Purchasing provides the following purchase order types: Standard Purchase Order, Planned Purchase Order, Blanket Purchase Agreement and Contract Purchase Agreement. You can use the Document Name field in the Document Types window to change the names of these documents. For example, if you enter Regular Purchase Order in the Document Name field for the Standard Purchase Order type, your choices in the Type field in the Purchase Orders window will be Regular Purchase Order, Planned Purchase Order, Blanket Purchase Agreement and Contract Purchase Agreement

Standard Purchase Orders
You generally create standard purchase orders for one–time purchase of various items. You create standard purchase orders when you know the details of the goods or services you require, estimated costs, quantities, delivery schedules, and accounting distributions. If you use encumbrance accounting, the purchase order may be encumbered since the required information is known

Blanket Purchase Agreements (BPA)
You create blanket purchase agreements when you know the detail of the goods or services you plan to buy from a specific supplier in a period, but you do not yet know the detail of your delivery schedules. You can use blanket purchase agreements to specify negotiated prices for your items before actually purchasing them. BPA are widely used in product manufacturing companies.

You can issue a blanket release against a blanket purchase agreement to place the actual order (as long as the release is within the blanket agreement effectivety dates). If you use encumbrance accounting, you can encumber each release

Contract Purchase Agreements
You create contract purchase agreements with your suppliers to agree on specific terms and conditions without indicating the goods and services that you will be purchasing. You can later issue standard purchase orders referencing your contracts, and you can encumber these purchase orders if you use encumbrance accounting

Planned Purchase Order
You create a planned purchase order when you want to establish a long term agreement with a single source supplier with a commitment to buy goods or services. Planned purchase orders include tentative delivery schedules and accounting distributions. You then create scheduled releases against the planned purchase order to actually order the goods or services.

A planned purchase order is a type of purchase order you issue before you order actual delivery of goods and services for specific dates and locations. A scheduled release is issued against a planned purchase order to place the actual order. You can also change the accounting distributions on each release and the system will reverse the encumbrance for the planned purchase order and create a new encumbrance for the release

Purchase Order Types Summary

  Standard Purchase Order Planned Purchase Order Blanket Purchase Agreement Contract Purchase Agreement
Terms and Conditions Known Yes Yes Yes Yes
Goods or Services Known Yes Yes Yes No
Pricing Known Yes Yes Maybe No
Quantity Known Yes Yes No No
Account Distributions Known Yes Yes No No
Delivery Schedule Known Yes Maybe No No
Can Be Encumbered Yes Yes No No
Can Encumber Releases N/A Yes Yes N/A

7 Ways to Give Your BI Some Guts

February 2, 2011

The power of business intelligence lies in its ability to provide users with the right data, in the right format, from the right sources, with the right integrity

Over the years, I have noticed that despite advancements in business intelligence (BI) technologies, as well as organizations’ ability to implement solutions in faster timeframes, the amount of time consumed in accessing and preparing the data still represents a significant portion of the effort. With the list of systems that collect and provide data growing by the day, the need for a solution that effectively provides the integration to access data sources is critical.

In other words, integration is the guts of any BI solution, and it should be built into the heart and soul of the solution if you are to get the most out of your data. A BI tool with a solid integration strategy can make the difference between the success and failure of your BI initiative and can have a huge impact on your business. At the end of the day, irrespective of the sexiness of the front-end dashboard, if the data being presented is unreliable or not available in a timely manner, then the solution is a failure.

In order to understand your requirements and the best solution for integrating desperate data sources into your BI solution, you must take a journey with your data elements. You need to understand how that pretty chart on your dashboard is created from the source data.

What pieces of information had to come together in order to calculate that one data point that you are seeing? Where did the originating pieces of data come from? What modifications were required to standardize and cleanse the data elements? What path did they have to take to get to the dashboard from the source systems? Where are the source systems located? How does that piece of information come to the source system? How often does it get there? And so on.

Once you make this journey, it will be easier to understand the power and need for an effective and solid integration strategy and solution for your BI environment.

As you consider your options, keep these issues in mind to understand the importance of data integration in making a better BI solution:

1. Getting the whole picture of your data. BI is only as good as the data it is connected to. Without an integration tool that can connect to all of the disparate data sources within your IT infrastructure, you will only get part of the picture. How are you supposed to make solid business decisions with only half of the information?

2. Access to the most current data, fast. Organizations collect more and more data every day, and they depend on having the most current information. This is why every BI solution should include integration architecture that automatically refreshes data from up-to-the minute sources. Also, high-performance integration won’t slow down when your business has an increase in data volume. The ideal integration solution will allow you to pull data from the source systems without impacting performance for production users.

3. Ease and speed of implementation. The faster you can implement a BI solution, the faster your organization can start benefiting from it. Businesses need rapid deployments and faster ROI cycles: The days of multi-year BI initiatives are so “legacy.” Integration tools that are easy for IT to learn and use mean they can get the solution up and running faster. No year-long waits.

4. Ability to transform data. Different systems may store data differently. An integration solution should allow transformation of data that does not meet the organization’s standards in order to ensure consistency in data arriving from different sources.

5. Data mapping. Mapping of data elements to some standard or common value is crucial for integration platforms. In particular, a GUI-based application to ease data mapping and transformation logic will make it much easier to integrate with new systems and ease the data transformation process.

6. Adaptability to change. Business can change at the blink of an eye; so can your IT infrastructure. If your organization experiences a merger or acquires a new company, the integration tool behind your BI solution needs to adapt quickly so those changes don’t affect your business’s decision making.

7. Higher-quality data. If you want high-quality answers about your organization, you need high-quality data. That’s why it’s important for your integration tool to have data profiling capabilities that will meet your requirements. Some data integration vendors partner with contact verification specialists to ensure that contact data is accurate and complete.

The good news is that the growth of options for integration tools over the last few years is making integration less of a challenge. Consider that in 2008, Aberdeen Group’s business intelligence survey data showed that the top two pressures driving companies to get a grip on BI costs were a need to move beyond data-integration challenges (42 percent) and to actually deliver BI tools to end users (29 percent). Compare that to Aberdeen Group’s 2009 follow-up survey, which showed that both data integration and delivering BI to end users had gone down to 31 percent, with ease of use for non-technical users taking the top spot with 39 percent.

Integration challenges are certainly being addressed with new tools from various specialty companies, such as Pervasive, as well as built-in tools and capabilities from companies such as QlikTech and IBM Cognos. However, integration is still a top challenge for a lot of companies due to the proliferation of new cloud-based applications and the significant growth in the sheer number of available applications and data sources.

What Is a Data Cloud?

October 29, 2010

“Cloud” is the latest buzzword in our industry. We have heard of cloud computing, cloud services, etc. But I had never seen the phrase Data Cloud until recently. The concept is very simple. Find a way to link all the data islands under application silos. Therefore you need to have access to metadata and create graphs of relationships. There is a French company (headquarters in Novato, California) called Radiant Logic which offers a set of tools to pull data and virtualize. At a high level, it’s liberating the information and making it available for the business users.

The founders of Radiant Logic came from the world of directory and LDAP. The various layers would include ontology and glossary (data dictionary or repository) where common entities and attributes would be collected. Then you need systems of reference (source) via identified hubs or registry. Here the phrases CDI/MDM are loosely used. Then you need common federated query, also called virtualization. Some BI solutions address this in a limited sense mostly for retroactive analysis. Finally, you need search and browse capabilities using Xquery or an inference engine. This stack of various functions can yield what is called a true “data cloud”. Remember, this is not process integration. It is leaving data wherever it exists and creating some aggregation and consolidation for the user.

Then the question is where does such a “data cloud” fit into the lexicons of SaaS, PaaS, or IaaS? The vendors of data cloud claim it belongs to another form of SaaS delivery, where all the above functionality can be hosted in the cloud for users.

I will be very curious to see the actual deployment of such tools. This can be viewed as an advanced form of “data integration” we talked about years back.  So Radiant Logic provides context management and virtualization. Mark Logic provides XML and XQuery server. Thetus provides semantic knowledge modeling. A Burton Group analyst cited these three companies as those addressing the “data cloud” space.

What is Cloud Computing ??

August 25, 2010

Cloud computing is a  technical term for anything that involves delivering hosted services over the Internet. These services are broadly divided into few categories: Infrastructure-as-a-Service (IaaS), Platform-as-a-Service (PaaS) and Software-as-a-Service (SaaS). The name cloud computing was inspired by the cloud symbol that’s often used to represent the Internet in flowcharts and diagrams.

A cloud service has three distinct characteristics that differentiate it from traditional hosting. It is sold on demand, typically by the minute or the hour; it is elastic — a user can have as much or as little of a service as they want at any given time; and the service is fully managed by the provider (the consumer needs nothing but a personal computer and Internet access). Significant innovations in virtualization and distributed computing, as well as improved access to high-speed Internet and a weak economy, have accelerated interest in cloud computing.

A cloud can be private or public. A public cloud sells services to anyone on the Internet. (Currently, Amazon Web Services is the largest public cloud provider.) A private cloud is a proprietary network or a data center that supplies hosted services to a limited number of people. When a service provider uses public cloud resources to create their private cloud, the result is called a virtual private cloud. Private or public, the goal of cloud computing is to provide easy, scalable access to computing resources and IT services.

Infrastructure-as-a-Service like Amazon Web Services provides virtual server instances with unique IP addresses and blocks of storage on demand. Customers use the provider’s application program interface (API) to start, stop, access and configure their virtual servers and storage. In the enterprise, cloud computing allows a company to pay for only as much capacity as is needed, and bring more online as soon as required. Because this pay-for-what-you-use model resembles the way electricity, fuel and water are consumed, it’s sometimes referred to as utility computing.

Platform-as-a-service in the cloud is defined as a set of software and product development tools hosted on the provider’s infrastructure. Developers create applications on the provider’s platform over the Internet. PaaS providers may use APIs, website portals or gateway software installed on the customer’s computer. Force.com, (an outgrowth of Salesforce.com) and GoogleApps are examples of PaaS. Developers need to know that currently, there are not standards for interoperability or data portability in the cloud. Some providers will not allow software created by their customers to be moved off the provider’s platform.

In the software-as-a-service cloud model, the vendor supplies the hardware infrastructure, the software product and interacts with the user through a front-end portal. SaaS is a very broad market. Services can be anything from Web-based email to inventory control and database processing. Because the service provider hosts both the application and the data, the end user is free to use the service from anywhere.

..Rakesh

Trials & Tribulations of a Business Systems Analyst .

August 25, 2010

Being a business analyst in a software firm, I would like to share my knowledge about the role of Business Analyst in the software Industry. Business Analyst Roles: -> BA is the one who involves in gathering Business Requirement from clients. -> BA though not having a good insight into technical knowledge in analyzing which technology can solve the business needs of the clients. He should be aware of various different technologies and updates. -> BA and Technical Architect should interact with the clients. Project Manager if needed can join in the client meeting. -> BA should prepare the Business Requirement Document (BRD), Use Case Document (UCD), Use Case Diagram, User Scenario Document (USD) and Test Cases. -> BA should interact with Project Manager, Software Developers and QA team consistently to meet the Business Requirements. -> BA should interact with testing team and clarify their doubts regarding any issues in testing against the requirements. BA should review the test case and test results of QA team. -> BA should able to communicate and present the demo of the entire application. -> BA should maintain the entire documentation of the project. He is responsible for maintaining the organization internal repository for the assigned project. -> In this present era, there is no such profile called System Analyst, they are called as Business Analyst. Business Analyst should have excellent communication skill, excellent documentation and writing skill. He should be good in converting the business needs of the clients into Business Requirements. He doesn’t need to be a tech savvy, but he should be good in merging the business needs with the right technology. He needs to provide the right solutions with the cutting edge technology to the business needs at the right time.

Oracle BI Applications 7.9.5 is out

August 9, 2010

Oracle BI Applications 7.9.5 is released early this month. Here is a quick summary of the features introduced in this release and where you can get more information about it.

1. Informatica PowerCenter 8.1.1 SP4 – Informatica delivered the PowerCenter 8 in 2006. Oracle BI Apps has been used PowerCenter 7.1.4 until Oracle BI Apps 7.1.4. Oracle BI Apps 7.9.5 now requires Informatica PowerCenter 8. PowerCenter 8 has several new features and use new terminologies.

2. PeopleSoft 8.9 & 9.0 Adapters

3. Siebel 8.1 Adapter

4. Oracle BI EE 10.1.3.3.2 – Another technology update is Oracle BI Apps 7.9.5 now requires OBIEE 10.1.3.3.2.

5. Parameters are now managed in DAC repository: OBI Apps 7.9.4 and before let users to directly modify the parameter files deployed in the DAC server machine. In 7.9.5, these parameters are managed in DAC repository. You can use DAC client to remotely administer these parameters.

6. Optimization – we continue improving the product by optimizing the SQL and tune the indexes.

Here are links to get more information