Transcript of Business Flows
Oracle Business Flows v38Copyright © Oracle Corporation, 2002. All
rights reserved.
January 2003
Last Updated: 01/24/03
Copyright © Oracle Corporation, 2002. All rights reserved.
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Return
Service Request
to Entitlement
Service Entitlement to Resolution
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Plan to Project Budget
Budget to Bill
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High Level Demo Scenarios: Financial Management
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SL7170
Assign
Opportunity
Assign an opportunity to one of the potential actor and/or
channel.
SL7192
Contact
Lead
SL 7172
The process of contacting, updating all the opportunity information
collected after this Sales contact
SL7025
Convert
Opportunity
To Quote
The process of converting an opportunity to a quote and to enter a
Quote
SL7027
Manage
Quote
The process of managing the development of a quote: Confirm
Customer Requirements, Configure, Check Availability, Price and
Discount, Obtain Approvals, Present to Customer, Revise
Quote.
SL7147
Configure
Solution
PF2036
Check
ATP
SL7028
Perform
Contact Prospect – Replaced with Contact lead core process
Update Opportunity Details – Replaced with Manage Opportunity core
process
Convert Opportunity to Quote - Replaced with core process
Update Quote – Replaced with core process manage quote
Configure Items – Replaced with core process
Check Product Availabilty – Replaced with product availability core
process from order to cash
Perform Cross Sell/ Up Sell – Replaced with core process
Re-Price Quote – Replaced with core process present and negotiate
quote
Present Quote to Prospect – Step not required as it is included in
the present and negotiate quote prior step
Negotiate Price – Step not required as it is included in the
present and negotiate quote prior step
Determine Payment/Shipping Options – Replaced with core process
determine order details
Book Order – Replaced with core process convert quote to
order
Oracle Business Models: Demo Scenarios
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Sales Teams
Sales Management
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Opportunity to Quote to Order
Quote to Contract to Order
Which demo scripts map to this flow?
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Key Data
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slide show mode
Script Combinations
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Submit Order
Initiate Purchase
Customer enters web store to browse for and/or purchase products or
services.
CM7077
Create
Cart
Customer Enters Orders in webstore, including selection of
products, quantities, and shipping information.
SL7148
Initiate
Checkout
The process of the customer initiating checkout, entering password,
financial information and shipping information
CM7078
Place
Web
Order
Customer places order through web store application.
Verify the risk of processing the transaction (using industry
metrics & data compared to the customer’s credit history)
CM7086
Details
Customer logs in to view the order status and details of
products/order
Return
Payment
Process the card to reserve the required amount of cash for the
payment.
CM7184
Verify
Credit
Risk
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TeleSales
Shopping Cart and Orders integrated with TeleSales and Order
Management
B2B speciality store self administration
What does it cover?
Pre-Built Order Mgt/Financials Integration
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Web Order to Authorization
Click to Negotiate to Order
Which demo scripts map to this flow?
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Key Data
Script Combinations
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Performance
SL7195
Create
Compensation
Plan
SL7196
Set
Sales
Quotas
SL7197
Accept
Quotas
This process of validating the Compensation plan and the Sales
Quota(s)
SL7198
Assign
Quota(s) to
Sales Force
This process of assigning the approved Quota to the Sales
force
SL7199
This process of determining and revising the total compensation
plan
SL7200
Accept
Compensation
Plan
SL7201
Activate
Accepted
Plan
SL7202
Validate
Compensation
Payout
This process of validating the actual compensation payout to the
Sales force
SL0789
Calculate Commission
The process of calculating sales person commission based on plan
and order information. Then the payment of the commission is
processed.
HR1319
Perform
Payroll
Calculation
Earning, Deductions, Taxes, and Employer liabilities are
created.
HR3234
Payroll Specialist reviews and validates payroll output to register
totals.
Hours, earnings, deductions taken and taxes withheld are
verified.
HR1242
Manage
Payment
Distribution
Checks and Deposit Advices are generated, printed and
distributed.
ACH files are created and sent to applicable banks for posting to
accounts.
Return
Vision Corporation
Sales Representative
Payroll Admin
Gather Previous Sales Data & Import Historical Data – These are
included in the next step analyze sales force performance
Analyze Sales Force Performance – Replaced with core process
Create Compensation Plan – Replaced with core process
Set Sales Quotas – Replaced with core process
Receive Management Acceptance – Replaced with core process Accept
Quotas
Assign Quotas to Sales Force – Replaced with core process
Determine Total Compensation – Replaced with core process Manage
total compensation plan
Analyze Compensation Rules – Revise Quotas and Revise Compensation
plan - These steps are covered under the Manage total compensation
plan process
Receive Sales Force Acceptance - Replaced with core process Accept
compensation plans
Activate Compensation Plan – Replaced with core process activate
accepted plan
Book Orders – It is unlikely to go through the complete order
booking process, it is more likely to usr a pre-prepared file of
orders
Collect Transactional Data & Check Eligibility – These are
important steps and don’t seem to have core processes
Determine Compensation Payout – Replaced with core process Validate
compensation payout
Calculate Commission – Replaced with core process
Process Compensation – There is no specific process for this
step
Oracle Business Models: Demo Scenarios
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Incentive Compensation
Getting Plans Approved
Paying to Plans
Includes Non-financial Plans
What does it cover?
Field sales teams not wasting time checking payments and
plans
Flexibility to change when needed
Costs/Time/Effort
Return
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Demo Script
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Key Data
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Script Combinations
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SL7031
Enter
Service
Contract
New service contract can be created form template, copied from an
existing contract or entered manually.
Contract can have service and usage lines
SL0793
Approve
Contract
Workflow process will inform the contract manager of new and
changed contracts
SL7166
Review
Contract for
QA Compliance
QA will check if all contract elements are in line with company
rules
Contract Entitlement
OF1049
Maintain
Invoices
CS7047
Create
Charge
Order
The accountant submits the new contract for billing and request
invoicing.
CM7096
Renew
Fulfil Service – Not mappable.
Contract Performance – Could not map (DBI?). Possibly to
CS7167.
Oracle Business Models: Demo Scenarios
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Contract Manager
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Renew and consolidate Service Contract
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Key Data
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Perform / Verify Reading
Create Usage Contract
Price Breaks
Select Counter – not mappable.
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Sales Teams
Contracts Managers
Admin Teams
Service Organization
Pricing and Discounting based on Usage/Volumes
Billing Based on Usage/Volumes
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Demo Script
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Key Data
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Removed Contact Requestor (CS7038).
Removed Enter Service Request (CS7039) after Identify Solution
decision box marked Yes. In line with OBM and it does not make
sense to open a Service Request if a solution has already
identified from an existing open Service Request.
Replaced Receive Service Contact (CS7036) with Issue Return
Material Authorization (OF1079), in line with OBM.
Added Determine Service Request (CS0842) and Create Charge Order
(CS7047), in line with OBM.
Oracle Business Models: Demo Scenarios
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Service Manager
Client Manager
Complaints Handling
Contracts Manager
Multi-channel , web and tele-support process integrated out of the
box
Intelligent assignment of call back request to agent or rep
Track resolution and Escalate problems
Gain customer insight through web survey online
Check Contracts/Entitlement
Increased Agent Efficiency
Also Installed, included
Copyright © Oracle Corporation, 2002. All rights reserved.
Which demo scripts map to this flow?
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SR to Resolution – Inbound Call to Dispatch (Internal Order)
SR to Resolution – Inbound Call to Dispatch (Spares
Management)
What Instance Can I use?
Key Data
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Roles
Customer
Service Request to Resolution – Self Service to Defect
Resolution
Service Request to Resolution – Solution Authoring to Self Service
Resolution
Service Request to Resolution – Self Service to Dispatch
Service Request to Resolution – Self Service to Escalation
Service Request to Resolution – Self Service Forum to Web Call Back
to Email Fulfillment
Service Request to Resolution – Server Diagnostics
Oracle Business Models: Demo Scenarios
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Customer Service
Technical Service
Consumer Complaints
Interactive pre integrated web self service and agent tele-service
process
Intelligent , interactive management of escalation requests
Customer feedback process though web surveys
Covers IBF , CRM 90 flows
What does it cover?
Where is the ROI?
24/7 Self service reduces cost of service delivery, freeing
expensive agent time
Improved customer retention through superior customer
experience
Online survey reduces cost of feedback collection and improves
customer satisfaction
Reduce Service costs for non critical SR’s
Also Installed
Customer Model
Baseline GL,AR,HR
Value Statement
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Solution Authoring to Self Service Resolution
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Key Data
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Flow
Value
Statement
Changed Search to Review Installed Base.
Replaced Search Knowledge Base with OBM Review Installed Base. This
makes sense, as it is not possible to Search Knowledge Base at this
point of Flow.
Action on OBM è Verify Entitlement can only be done after a Service
Request has been entered. Move the box immediately after Enter
Service Request.
Remapped CS7054 (Repair order) to OBM CS7052 (Manage Repair WIP
Jobs). This makes sense as the pre-requisite to Repair job is to
open an WIP order as stated in OBM process library.
OBM Flow needs to updated with a decision box (Product Repairable)
immediately followed by CS1411 Maintain Customer Installed
Base.
Leave Process SL0794 Maintain Contract in the Senario Flow as it
refers to a Cross-Functional activity..
Leave Process OF1027 Generate Customer Invoice as a separate
Cross-Functional billing process. This box is now greyed.
Oracle Business Models: Demo Scenarios
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Customer Service
Technical Service
Contract Manager
Business Flow Value Statement
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Repair and Return – WIP Mode
Repair and Return – Task Mode
Which demo scripts map to this flow?
What Instance Can I use?
Key Data
Supplier = N/A
Contact = Beaulie, Andre MR
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Flow
Value
Statement
Re-arranged CS7041, CS7042 and CS7040. Review Install base is done
prior to Enter Service Request. Verify Entitlement and Identify
Potential Solution can only be done after Enter Service Request.
ALL in line with OBM.
Changed Create Repair Order to Enter Repair Order.
Replaced Create Charge Order (CS7047) to Issue Return Material
Authorization (OF1079), in line with OBM.
The following processes are NOT included in the Depot Repair
Advanced Exchange OBM flows. They are, however, referred to other
process flows of Customer Invoice to Cash, Customer Return to
Credit and Inspect to Disposition. These section of flows need to
be reviewed:
Generate Customer Invoice (OF1027);
Close Repair Order (CS7056) is not included in OBM flow.
Oracle Business Models: Demo Scenarios
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Customer Service
Technical Service
Contract Manager
Value Statement
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Service Request to Resolution – Advanced Exchange
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Key Data
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CS0801
Manage
Service
Request
CS0803
Manage
Service
Schedules
Roles
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Flow
Value
Statement
Re-arranged CS7041, CS7042 and CS7040. Review Install base is done
prior to Enter Service Request. Verify Entitlement and Identify
Potential Solution can only be done after Enter Service Request.
ALL in line with OBM.
Linked Manage Service Requests (CS0801) to Manage Service Schedules
(CS0803), in line with OBM.
Removed partial link between Perform Field Visit (CS7045) and
Manage Service Requests (CS0801). It doesn’t exist in OBM and can’t
see why there should be one.
Receive Spare Parts (CS7051) is a combination of two other
processes MM1090 (Pick Material) and MM1149 (Ship Material). These
two processes need to be completed prior to Receiving Parts.
Added Process CS1411 (Maintain Customer Installed Base) after
Perform Debrief, in line with OBM.
Oracle Business Models: Demo Scenarios
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Business Flow Value Statement
Higher Engineer Efficiency
Manual/Automatic Stock Replenishment
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Service Request to Resolution – Inbound Call to Dispatch
Wireless
Which demo scripts map to this flow?
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Key Data
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Forecasting & Demand Management
PF2011
Generate
Sales
Forecast
Production Planning
Production Planning
PF1967
Collect
Forecast
Data
Collect Historical Sales and Shipments Data to use for statistical
forecasts.
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PF2021
Achieve
Consensus
Forecast
Review forecasts on a regular basis and revise as needed.
PF2005
Consume
Forecast
PF2029
Identify
Plan
Type
Specify DRP, MPS, or MRP Plan Types and how they will
inter-relate
PF2031
Define
Planning
Options
Define Planning Options for each plan type, including constraint
types and aggregation levels
PF2037
Collect
Planning
Data
PF2038
Run
Production
Plan
Plan, KPI’s and Exceptions
Analyze Plan, KPI’s, exception messages and counts prior to
releasing orders from the plan
PF3003
Simulate
with Revised Constraints
Run the plan in simulation mode with revised constraints to model
potential solutions to limitations.
PF3002
Adjust
Plan
Make manual adjustments to the plan based on plan review and new
information
PF3005
Implement
Revised
Constraints
Planning Mgr
Demand Planner
on Revised Constraints
Collaborate with internal and external parties to agree on revised
constraints.
PF2011 Generate Forecast changed to Generate Sales Forecast per
Process Library – OK but preferably not the word ‘sales’ e.g.
governments don’t ‘sell’
PF2021 Review & Revise Forecast changed to Achieve Consensus
Forecast per Process Library
Oracle Business Models: Demo Scenarios
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Production Activity Control
The Planner releases the Production Schedule
PF0025
Release
Procurement
Schedule
PF1161
Release
Production
Schedule
Labor Requirements
The scheduler manages and adjusts the labor schedules and reviews
allocations to various work centers.
OP0683
Manage
Machine & Other
Plant Requirements
Manage the availability of machinery and equipment to meet the
production schedule.
OP1164
Schedule
Shop
Floor
ANALYZE SHOP FLOOR SCHEDULE
The scheduler reviews the exceptions generated during the
scheduling of the Shop Floor.
OP1162
Identify
Shortages
SIMULATE SHOP FLOOR PLAN
The scheduler modifies Discrete requirements and Capacity
Constraints and simulates a reschedule of the Shop Floor. This is
an iterative process until the scheduler finds a Plan that is
acceptable.
ADJUST SHOP FLOOR SCHEDULE
The scheduler identifies shop floor requirements that can be
adjusted and Capacity constraints that can be adjusted
OP1164
Schedule
Shop
Floor
IMPLEMENT REVISED SHOP FLOOR PLAN
Once the scheduler has simulated a Shop Floor Plan that is
acceptable, the scheduler implements the revised Requirements,
Constraints and Schedule.
Go to 1/2
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Planner
Flow
Value
Statement
OP1162 Schedule Shop Floor changed to Identify Shortages per
Process Library
Question to EMEA Flow Owner: last section Shop Floor Scheduling
loops but does not terminate – what should these process steps be?
– step taken out!
Oracle Business Models: Demo Scenarios
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Lower Costs
Increase throughput of production
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Key Data
Org = M1
User = MFG/welcome
Supplier = NA
Customer = NA
Contact = NA
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WIP
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Sales & Operations Planning
Forecasting & Demand Management
Review forecasts on a regular basis and revise as needed.
Generate statistical forecasts based on demand history.
Collect historical sales and demand data from all relevant sources
and translate into compatible format.
The corporate S&OP process which reconciles demand and
production plans, typically monthly.
Calculate Optimized Item Safety Stock levels.
Calculate Optimized locations for safety stocks (postponement
strategy).
Collect demand data including forecast confidence levels from all
relevant sources.
Collect historical supplier performance data from all relevant
sources and translate into compatible format for supplier
variability.
Launch Production Plan or Plans on a regular basis.
Collect planning data from the transaction system
Production Planning
Non-MRP Material Replenishment
Run the plan in simulation mode with revised constraints to model
potential solutions to limitations.
Analyze Plan, KPI’s, exception messages and counts prior to
releasing orders from the plan. Make adjustments based on plan
review and new information.
Implement the revised constraints based on the collaboration
results.
Release the production schedule to work areas and
procurement.
Plan non-MRP planned materials using Kanban planning, MinMax
Planning, Reorder Point, cycle counts, etc.
PF3002
Adjust
Plan
Make manual adjustments to the plan based on plan review and new
information
PF1960
Establish
Inventory
Planning Policies
Update Inventory Planning Policies based on Safety Stock
optimization, by item, quantity and location.
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Define forecast consumption policies and consume forecasts.
PF2011 Changed Generate Forecast to Generate Sales Forecast per
Process Library
PF2021 Changed Review and Revise Forecast to Achieve Consensus
Forecast per Process Library
PF2028 Changed Conduct S&OP to Conduct Pre – S&OP Sessions
per Process Library
PF3001 Changed Plan Other Material (Kanban,MinMax) to Manage Direct
Non-MRP Material Replenishment per Process Library
Mapping Complete!
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Planning Department
Purchasing Department
Value Statement
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Copyright © Oracle Corporation, 2002. All rights reserved.
Which demo scripts map to this flow?
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Key Data
Org = M1
User = MFG/welcome
Supplier = NA
Customer = NA
Contact = NA
Script Combinations
Demo Script
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WIP
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Shop Floor Execution
Shop Floor Execution
Work Orders
for Manufacture
The Plant Manager issues Work Orders to shop floor for
manufacture.
OP1210
Execute
& Record
OP1214
Reject
Inspect components & reject those which do not meet quality
requirements.
OP1165
Expedite
Materials
Identify component shortages
Determine availability of substitutes, or jobs issued material
which can be ‘borrowed’
OP0685
Issue
OP1949
Execute &
Record Outside
Operations Activity
Plant personnel complete and record outside processing moves and
receipts to discrete jobs
OP1211
Move
Completed
Assemblies To Stock
Move completed assemblies to stock for future use, or to inspection
to ensure adequate quality.
Review goods to ensure they meet quality requirements
Reject assemblies which do not meet quality requirements and record
transaction
Move material to MRB, if required
OP0678
Inspect
Goods
OP1213
Reject
Discrepant
Assemblies
The Planner releases the Production Schedule
PF0025
Release
Procurement
Schedule
OP1167
PF1161
Release
Production
Schedule
Confirm - Completed
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Planner
Oracle Business Models: Demo Scenarios
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Shop Floor Execution
OP1785
Record
Resource
Usage
Actual labor activities and time are charged to the WIP
order.
Rework product if necessary.
Store Finished Goods produced from WIP Orders into Storage
Areas.
OP1211
Move
Completed
OP1781
Record
Material
Production
Bar-Code Mobile Device
To various points
Quality personnel notify production of results.
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Planner
Oracle Business Models: Demo Scenarios
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WIP
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Manufacturing Execution Part 1
Manufacturing Execution Part 2
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Key Data
Copyright © Oracle Corporation, 2002. All rights reserved.
Product Costing
Define cost elements.
For Assembly Items Rollup Item Costs
Period Close Management
Close WIP jobs
FM1805
Perform
WIP
Flow
Value
Statement
Please note that you should go to the MM Inventory and not the MM
WMS for Inventory Management.
There is no longer an MM for WMS. Be sure you are using the latest
process library.
Note: all process map to FM BPs.
No changes made to process descriptions.
Process Mapping Complete!
Role Mapping TBD
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Return
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Return
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Key Data
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Product Development & Maintenance
The Formulator and Quality Engineer approves the formula/recipe for
production use.
Formulator defines New Product (for experimental item).
PD1831
Update
Item
PD1830
Maintain
Routing
The Process Engineer develops the processes to be used in
manufacturing, including resources for the item.
Product Costing
FM1804
Manage
Process Engineer
ingredient, and resource costs.
PD1849
Maintain
Recipe
Roles
The Formulator creates a list of components to be used in
manufacturing the item.
PD1829
Maintain
Formulae
The process of creating and maintaining recipes linking the formula
and routing with organization specific overrides where necessary is
done.
PD0647
Estimate
Product
Costs
The Cost Accountant develops a cost estimate using material and
resource costs.
Quality Control
PD1833
Maintain
Product
Specifications
The Process Engineer creates quality test specifications for the
item – warehouse / location / lot / sublot, customer or
supplier
Regulatory Management
The Process Engineer enters the regulatory information for the
item.
Third Party
LIMS System
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Flow
Value
Statement
Maintain Validity rules is incorporated in the step before PD1849
Maintain Recipe
NO OBM Process for Link inventory item to master regulatory
item
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
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Copyright © Oracle Corporation, 2002. All rights reserved.
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Key Data
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Copyright © Oracle Corporation, 2002. All rights reserved.
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PF1766
Manage
Forecast
PF1852
.
A Planner modifies the forecast as required based on input from
various Company sources (Sales, Mfg., …).
PF2014
Review
A Planner develops schedules for make to stock manufacturing.
The Planner approves the forecast run.
PF2040
Release
Schedule
PF1764
Generate
MRP
PF2004
Establish
Establish Demand management Policies such as Customer Service,
Safety Stock, Performance Metrics.
The Planner reviews the error messages.
Demo Scripts
Copyright © Oracle Corporation, 2002. All rights reserved.
WIP
Copyright © Oracle Corporation, 2002. All rights reserved.
Production Planning (Process)
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Key Data
Copyright © Oracle Corporation, 2002. All rights reserved.
Process Operation Control Execution
OP0081
Create
Production
Batches
The Plant Manager issues Batch Orders to the production floor for
manufacture.
This covers the FPO.
OP1777
Identify
Shortages
Production Activity Control
Display FPO’s listing item or formula, desired production,
quantity, and planned start and completion dates.
View FPO ingredient requirements before executing the order.
OP1776
Create
Production
Orders
PF1169
Control
Production
Activity
OP1778
Allocate
Material
The process of allocating raw material and packaging material to
production.
PF1761
Manage
Firm
Quality Control
Quality personnel notify production of results.
Go To2/2
Third Party
LIMS System
Third Party
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Copyright © Oracle Corporation, 2002. All rights reserved.
(POC)-Shop Floor Execution
Actual labor activities and time are charged to the batch.
Rework product if necessary.
Store Finished Goods produced from Production Batches into Storage
Areas.
MM1819
Conduct
OP1781
Record
Material
Production
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Roles
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
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Copyright © Oracle Corporation, 2002. All rights reserved.
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Key Data
Copyright © Oracle Corporation, 2002. All rights reserved.
Purchase Orders
The purchase order is sent to the supplier.
Receiving and Inspection
MM1136
Receive
Material –
Supplier
Receive materials from suppliers, either into inventory or into an
inspection area.
MM1135
Accept
PR1182
The buyer creates a purchase order for the selected supplier.
Requisitions
PR1180
Manage
Requisitions
PR1181
Select
Suppliers
If required, inspect material before moving to inventory.
If Material fails inspection, impound material.
Manage the disposition of impounded material.
Third Party
LIMS System
PR1010
Manage
Supplier
Invoices
The AP clerk matches the invoice against the PO and/or
receipt.
The invoice is approved for payment.
Inventory Management
Links to WMS
The payment is sent to the supplier.
Return
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
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Copyright © Oracle Corporation, 2002. All rights reserved.
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Key Data
Copyright © Oracle Corporation, 2002. All rights reserved.
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Pick Slip
Mobile Devices
Pick/Pack rules
Manage returns
Approve RMA
Receive Cash
Go To2/2
Copyright © Oracle Corporation, 2002. All rights reserved.
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Go To 1/2
Copyright © Oracle Corporation, 2002. All rights reserved.
Sales staff
Manufacturing staff
Shipping staff
Warehouse staff
Scheduling the order
Configuring the order
Creating a better buying experience for the customer
Business Flow Value Statement
Copyright © Oracle Corporation, 2002. All rights reserved.
Complex Outbound Flow
Global Order Promising
Order to Cash
Which demo scripts map to this flow?
11i8
Key Data
Supplier = NA
Customer = SmartBuy
Contact = NA
Script Combinations
Demo Script
Copyright © Oracle Corporation, 2002. All rights reserved.
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The supplier performance is reviewed by defects, delivery
exceptions, price, volume and amounts
Vision Corporation
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Flow
Value
Statement
PR0131 Changed Initiate Sourcing Activity to Analyze Sourcing
Requirements per Process Library
PR0152 Changed Publish and Solicit Quotes to Provide Specification
and RFQ to Suppliers per Process Library
PR0132 Changed Award to Evaluate & Award Negotiations per
Process Library
PR1158 Changed Monitor Supplier Performance to Evaluate Supplier
Contract Performance
Split Manage Payment into three separate process steps:
PR1010 Manager Supplier Invoices
PR5889 Approve Supplier Invoice
PR1022 Issue Supplier Payment
PR1185 changed Review Supplier Performance to Analyze Quality
Performance per Process Library
Chuck question for you:
No Process identified for Review Purchasing History – could not
find any volume analysis - does this need to be added to the
process library?
No Process identified for Supplier Collaboration – this is the
supplier reviewing online their receiving and invoice history –
does this need to be added to the Process Library
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
Business Flow Value Statement
Auto-Approval
What does it cover?
Return
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Copyright © Oracle Corporation, 2002. All rights reserved.
Procure to Pay Comprehensive
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Key Data
Customer = NA
Contact = NA
Script Combinations
Demo Script
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Copyright © Oracle Corporation, 2002. All rights reserved.
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Receiving
The supplier performance is reviewed by defects, delivery
exceptions, price, volume and amounts
Vision Corporation
Warehouse staff
Purchasing staff
Accounts Payable
Find and view invoice
Auto-create and release purchase order against blanket order – no
manual intervention
Automatic approval
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Corrected Enter Payment ID from PR1016 to PR1022 Issue Supplier
Payment
No BPs in the process library for Supplier Collaboration
No BP for Review Purchasing History/Volume. BPs only exist for
Analyze Delivery, Price and Quality
PR0126 Changed Demand Generated to Manage Production Requisitions
per process library
PR0128 Changed Approve Requisition to Authorize Requisition per
process library
PR1182 Changed Create and Release Order to Issue a Purchase Order
per process library
MM1136 Changed Receive Item to Receive Material – Supplier per
process library
PR1931 Changed Create Invoice to Manage Evaluated Receipts per
process library
PR5889 Changed Approve invoice to Approve Supplier Invoice per
process library
PR1185 Changed Review Supplier Performance to Analyze Quality
Performance Per Process Library
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
Warehouse staff
Purchasing Staff
Auto-Approval
What does it cover?
Business Flow Value Statement
Copyright © Oracle Corporation, 2002. All rights reserved.
Requisition to Pay Direct
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Key Data
Customer = NA
Contact = NA
Script Combinations
Demo Script
Copyright © Oracle Corporation, 2002. All rights reserved.
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PR1182
Search for requisition
PR0128
Authorize
Requisitions
The supplier performance is reviewed by defects, delivery
exceptions, price, volume and amounts
Vision Corporation
Find and view invoice
Corrected Enter Payment from PR1016 to PR1022 Issue Supplier
Payment
No BPs in the process library for Supplier Collaboration
No BP for Review Purchasing History/Volume. BPs only exist for
Analyze Delivery, Price and Quality
PR1180 Changed Enter Requisition to Manage Requisition per process
library
PR0128 Changed Approve Requisition to Authorize Requisition per
process library
PR1182 Changed Create and Release Order to Issue a Purchase Order
per process library
PR1935 Changed Receive Item to Receive Non-Production Goods and
Services per process library
PR1931 Changed Create Invoice to Manage Evaluated Receipts per
process library
PR5889 Changed Approve invoice to Approve Supplier Invoice per
process library
PR1185 Changed Review Supplier Performance to Analyze Quality
Performance Per Process Library
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
Requisitioner
Supervisor
What does it cover?
Business Flow Value Statement
Copyright © Oracle Corporation, 2002. All rights reserved.
Which demo scripts map to this flow?
Requisition to Pay Indirect
Key Data
Org = V1
Responsibility = Payables Vision Operations (USA), General Ledger
Vision Operations
Supplier = multiple
Customer = NA
Contact = NA
Item = multiple
Script Combinations
Demo Script
Copyright © Oracle Corporation, 2002. All rights reserved.
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Buyer
Charge back costs
PR1182
The buyer creates a purchase order for the selected supplier.
MM1136
Receive
Material –
Supplier
Receive materials from suppliers, either into inventory or into an
inspection area.
PR1010
Manage
Supplier
Invoices
PR1906
Transfer
to FA Dept
Any asset related invoices (invoices coded to the asset clearing
account are interfaced to Assets department for processing
FM1102
The asset is added to inventory as capital or CIP.
FM1108
Manage
Asset Inventory reports are run and verified with actual
Inventory.
FM1103
Transfer
Fixed
Assets
Assets can be moved to new locations and/or (account)
assignments.
FM0480
Calculate
Asset
Depreciation
Depreciation Expense is calculated and Accumulated Depreciation is
updated for every capitalized asset in the Corporate Book.
FM1914
Perform
Fixed Assets
Period Close
Activities required to close Fixed Assets and send transactions to
GL.
FM1104
Manage
Company owned assets are disposed. The asset is retired.
Proceeds of sale, cost of removal and any gains or losses are
recorded.
FM1940
Generate
Internal
Reports
*
Inspect material in the inspection area.
Reject any materials that do not meet product quality plan
standards
Flow
Value
Statement
All jelly bean men/roles will have to be consolidated (taken from
different flows)
White boxes (chronological order)
4 from OBM flow ‘Inspect to Disposition’
5 from OBM flow ‘Supplier to Invoice Payment’
6 – 7 from OBM flow ‘Receipt to Assets’
8 – 9 from OBM flow ‘Assets to Depreciation’
BUT if all of the blue box ‘Use Asset’ is eAM (which would make
sense) then:
8 could be eAM AM7501 Create Production Asset
9 could be eAM AM7503 Identify Maintenance Requirements,
10 – could be eAM AM7518 Execute Asset Tasks
Recommend that 11 and 12 are consolidated into one box:
FM0480 ‘Calculate Asset Depreciation’ from OBM flow ‘Asset to
Depreciation’
13 from OBM flow ‘Period End Close to Financial Reports’
14 from OBM flow ‘Asset to Depreciation’ – recommend 14 comes
before 12 ‘Calculate Asset Depreciation’
15 from OBM flow ‘Period End Close to Financial Reports’
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
Employees using assets
Accounts Payables clerks
Asset registration and assignment in asset register
Asset depreciation
Asset disposal
Asset inventory
Asset maintenance
Ability to track your assets more accurately
Business Flow Value Statement
Copyright © Oracle Corporation, 2002. All rights reserved.
Which demo scripts map to this flow?
11i8
Key Data
User = OPERATIONS
Enterprise Asset Management
Self Service Maintenance
Supplier = GE Capital
Copyright © Oracle Corporation, 2002. All rights reserved.
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Treasury/Cash
Customer Order
Transfer funds to net off deficit and surplus balances
Finalize reconciliation
Raise Sales Invoice
i-Store: Large value sales order placed in JPY
FM0527
Perform
Investment
Procedures
Clerk
Upload and import Bank statements using seeded formats
Invoice is raised and sent in USD instead of JPY as planned
Treasury Clerk sends confirmation letter for transaction
Vision Corporation
Drill Down to Customer Order
Includes a receipt for 100,000,000
JPY due in 90 days
Enter a Currency swap, USD against JPY
FM0537
Maintain
Exchange
FM0537
Maintain
Exchange
FM0527
Perform
Investment
Procedures
FM0527
Perform
Investment
Procedures
Return
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Flow
Value
Statement
All jelly bean men/roles will have to be consolidated (taken from
different flows)
No OBM flow for this scenario
White boxes (chronological order)
9, 14 = OBM FM0527 ‘Perform Investment Procedures’ – would prefer
‘Perform Investment’
6 from OF OBM Process Library
8 ‘Drilldown to Customer Order’ – is this included in OBM Proc Lib
OF1069 Manage Customer Orders?
11 ‘Invoice created’ in USD instead of JPY – is this included in
OF1027 Generate Customer Invoice?
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
Customer
Confirm the overdraft has been covered
Customer enters order on i-Store in Euro
Invoice sent in GBP not Euro
Drill down to customer order to establish potential Euro receipt in
75days
Sells forward Euro V. USD and confirm
Currency swap entered GBP V. Euro
What does it cover?
Setting up InHouse Banking/SSC
Business Flow Value Statement
Copyright © Oracle Corporation, 2002. All rights reserved.
Which demo scripts map to this flow?
11i8
Key Data
Order Management Super User, Vision Operations (USA)
Inventory, Vision Operations (USA)
Treasury, Vision Operations (USA)
Copyright © Oracle Corporation, 2002. All rights reserved.
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Review resource usage
PM5842
Review Accounts
Process Adjustments
Define Charge Controls
Manage approvals & signatures
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Flow
Value
Statement
Emea flow mapped to OBM processes Proposal to Project Contract +
Plan to Project Budget+ Project to Staffing + Project Execution to
Invoice/Asset + Analysis to Project Closure, two more OBM BP‘s
PM5842 and PM5866.
Also added CRM BP SL7172 Manage Opportunity, SC PR1180 Manage
Requisitions.
Question:
The last process step ‚Project Analysis‘ could be either the same
as already in the flow PM5839 Review Project Performance or it
could be an Intelligence step???????
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
Sales
Streamlined global operations, reduced Operating Costs &
Increased Productivity
Improved Project Collaboration
Increased Customer Satisfaction
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Copyright © Oracle Corporation, 2002. All rights reserved.
Which demo scripts map to this flow?
11i8
Key Data
Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran), BPALMER
(Blair Palmer), DGRAY (Donald Gray)
Responsibilities = Projects, Vision Services (USA)
Project Resource Management, Project Manager, Vision Services
(USA)
Project Resource Management, Staffing Manager, Vision Services
(USA)
iProcurement, Services (USA)
Supplier= Corporate Express Office Supply
Item=Franklin Covey Planning System, Snap Tab, Folio, Page Size
8-1/2 inch x 11 inch, Black
Demo Script
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WIP
Copyright © Oracle Corporation, 2002. All rights reserved.
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Resource Mgr
HR2108
Enter
Time
Project emember enters time in the appropriate time collection
device or via the web.
Project member submits time
HR2115
Approve
Time
Entered
Project Manager approves the time entered at the end of the
collection period.
HR2114
Manage
Time
Reports
Validate that the employee time collected is valid and in the
correct format
Review missing timecards
Employee enters his/her expense report via the web.
Expense report is routed via the application to the Department
Manger.
PR1009
Manage
Expense
Reports
PR1012
Approve
Expense
Reports
PM5858
Process
Project
Allocations
Project manager distributes administrative overhead allocation
charges.
*
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Flow
Value
Statement
The Emea flow scenario has been mapped to OBM flows ‚Time
Collection to Payroll Processing‘ + Expense Report to Invoice‘, as
well as process step ‘Process Project Allocations‘ and ‘Issue
Employee Expense Payments‘ having been added.
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
Project Member
Project Manager
Resource Manager
Accounts Payables
Review Missing Time Cards
Distribute Costs & Generate Accounts
Increased administrative costs savings
Business Flow Value Statement
Copyright © Oracle Corporation, 2002. All rights reserved.
Which demo scripts map to this flow?
11i8
Key Data
Users = SERVICES (Amy Marlin), BPALMER (Blair Palmer), DGRAY
(Donald Gray)
Responsibilities = OTL Self Service
iExpences, Vision Services (USA)
Payables , Vision Services (USA)
Copyright © Oracle Corporation, 2002. All rights reserved.
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PM5858
Process
Project
Allocations
PM5860
Generate
Financial
Transactions
Review financial information
The accountant
processes all the project adjustments by distributing cost for
labour, expenses etc.
PM5839
Review
Project
Performance
The project manager checks status, analyses costs, profitability,
revenue and time usage.
Customer
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Flow
Value
Statement
Emea flow ‚Projects:Manage Expenditure & Check Status‘ doesn‘t
have any OBM flow matching.
Have added the OBM process id‘s and changed the text in the blue
and white boxes to align with OBM (process library).
This might rather be a core flow than a flow scenario.
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
Project Accounting
Project Manager
Project Costing
Project Billing
Adjust project expenditures
Transfer project expenditures
Review account distributions
Simplified and shortened billing cycle through online reviews and
adjustments
Increased transparency and accuracy on chargeable and billable
expenditures
Value Statement
Copyright © Oracle Corporation, 2002. All rights reserved.
Which demo scripts map to this flow?
11i8
Key Data
N/A
Copyright © Oracle Corporation, 2002. All rights reserved.
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The financial analyst kicks off procedures for generating Draft
revenue recognition
PM5866
Manage
Review expenditures
Manage cross-charges
Customer Invoices
OF5882
Present
Customer
Invoices
Customer views invoice info, argues on invoices if needed, enters
payment info, etc
Customer
Generate Inter-company Invoices & Cross-charges
PM5869
Manage
Project
Invoices
The financial analyst/ project mgr reviews draft revenue and
billing information
Adjusts as necessary and re-processes
Project Mgr.
approves Draft
Accounts Receivables
The financial analyst kicks off procedures
for generating invoices
are formatted for
*
Billing
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Flow
Value
Statement
Emea flow Execution to Billing: Billing has been mapped to OBM
flows Project Execution to Invoice/Asset+Customer Invoice to
Cash.
Have merged process step (white box) Approve Project Invoices with
process step Manage Project Invoices. Is this ok?
Question: The two process steps at bottom, interface/third party
info, where would they fit in OBM process Library?
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
Project Accounting
Project Manager
Accounts Receivables
Monitor Collections & Receivables
Increased Billing Accuracy through automated billing controls
Reduced process complexity with flexible Project billing &
revenue recognition rules
Business Flow Value Statement
Copyright © Oracle Corporation, 2002. All rights reserved.
Which demo scripts map to this flow?
11i8
Key Data
Orgs = Vision Project Mfg, Vision Services
Users = PROJMFG (Max Kingston), SERVICES (Amy Marlin), CSR (United
Parcel Service)
Responsibilities =
Payables, Vision Services (USA)
Projects, Vision Services (USA)
Receivables, Vision Services (USA)
Customer = United Parcel Service
Copyright © Oracle Corporation, 2002. All rights reserved.
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OF5882
Present
Customer
Invoices
Customer views invoice info, argues on invoices if needed, enters
payment info, etc
Interface Project
Project Planning
PM5815
Develop
Project
If necessary, project manager creates Gantt Chart with milestones
and dependencies
PM5800
Import
Project
Plan
The project manager transfers the workplan from his pps to Oracle
Projects through a standard interface
PM5809
Define
Project
Schedule
Next he defines the project scope and time scheduling for each
project task
PM5827
Define
Project
Budget
Project Expenditures
The team members enter Timecards, Expense Reports, Supplier
Invoices
Accountant or Project Manager generate Revenue and Draft Invoice
based on Project Type and Customer Agreements
PM5842
PM5818
Define
Project
Details
Project Staffing
PM5737
Assign
Resources
The Project Manager searches for available resources based on the
skill database
PM5728
Create
Staffing
Requirements
Monitor Project
PM5812
Define
Project
Plan
*
Accountant
Flow
Value
Statement
Emea flow has been mapped to OBM flows Plan to Project
Budget+Project to Staffing+Project Execution to
Invoice/Asset+Analysis to Project Closure.
The first three process steps are made in a project planning system
other than Oracle – have still mapped them to OBM process
steps.
Haven‘t mapped Process step Interface Project – should there be OBM
process steps for interfaces?
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
Project Manager
Project Administration
Resource Manager
Project Connect
Project Costing
Project Billing
Resource Management
Account Receivables
Integration of Third Party Planning Tools with an out-of-the box
interface
Interface Workplan to Oracle Projects
Enter Projects Details
Enter Project Budgets
Increase project profitability
Reduce administrative cost
Out of the box integration of multiple diversed project sources
onto one single global validated project repository
Business Flow Value Statement
Copyright © Oracle Corporation, 2002. All rights reserved.
Plan to Project Delivery
11i8
Key Data
Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran), BPALMER
(Blair Palmer), DGRAY (Donald Gray)
Responsibilities = Projects, Vision Services (USA)
Project Resource Management, Project Manager, Vision Services
(USA)
Project Resource Management, Staffing Manager, Vision Services
(USA)
iProcurement, Services (USA)
Supplier= Corporate Express Office Supply
Item=Franklin Covey Planning System, Snap Tab, Folio, Page Size
8-1/2 inch x 11 inch, Black
N/A
Copyright © Oracle Corporation, 2002. All rights reserved.
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Apply Team Template
Confirm Start Date
Search Resource Pool
Rank Candidates
Resource Mgr. approves
Org. Manager reviews utilization
Org. Manager reviews forecast
Return
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Flow
Value
Statement
Emea flow has been mapped to OBM flows Project to
Staffing+Utilization to Forecast.
Question:
Process step Review Utilization is repeated (my interpretation) at
the end? If so could the last step be cancelled? If not, one of
them is supposed to be something else – what?
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
Project Manager
Business Flow Value Statement
Copyright © Oracle Corporation, 2002. All rights reserved.
Staff to Project Delivery
11i8
Key Data
Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran), AHAMILTON
(Anne Hamilton), DGRAY (Donald Gray)
Responsibilities = Project Resource Management, Project Manager,
Vision Services (USA)
Project Resource Mgmt, Staffing Manager, Vision Services
(USA)
Project Resource Mgmt, Team Member, Vision Services (USA)
OTL Self Service
Customer = Imaging Innovations, Inc.
Copyright © Oracle Corporation, 2002. All rights reserved.
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PR1010
Manage
Supplier
Invoices
The accountant matches invoices from suppliers with the purchase
orders and manages the payment
Project Expenditure
Check Commitments
Check Budgets
A project member creates a requisition for an item needed for the
project.
Project Manager
Project Member
Vision Corporation
Template & WBS
Project manager selects the appropriate project template and
defines the work breakdown structure and customer
information.
PM5821
Define
Contract
Funding
Project manager updates the existing project with agreement and
funding information.
PM5827
Define
Project
Budget
PM5749
Approve
Resource
Assignment
HR2108
Enter
Time
Enter time in the appropriate time collection device or via the
web.
Employee enters his/her expense report via the web.
Expense report is routed via the application to the Department
Manger.
PR1009
Manage
Expense
Reports
PR1180
Manage
Requisitions
PR0128
Authorize
Requisitions
PR1933
PO can be created manually.
PR1935
PM5857
Process
Project
Expenditures
PM5866
Manage
PM5869
Manage
Project
Invoices
Initiate invoice generation process.
Customer bills are calculated, funding balances are updated and
invoices are sent to Receivables.
PM5833
Manage
Project
Project manager analyzes budget to actual variances by project,
task or resource.
PM5839
Review
Project
Performance
*
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Flow
Value
Statement
Emea Flow ‚Project Mangement Main flow‘ has been mapped to OBM
flows
‚Plan to Project Budget‘+‘Project to Staffing‘+‘Collection to
Payroll Processing‘+‘Expense Report to Invoice‘ +
‚Requisition to Receipt‘ + ‚Project Execution to Invoice‘ +
‘Analysis to Project Closure‘.
Roles need to be aligned.
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
Project Manager
Project Administration
Resource Manager
Project Costing
Project Billing
Resource Management
Reduce unaccounted time
Improve cash flow
Increase resource utilization
Copyright © Oracle Corporation, 2002. All rights reserved.
Project Management Main Flow
11i8
Key Data
Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran), BPALMER
(Blair Palmer), DGRAY (Donald Gray)
Responsibilities = Projects, Vision Services (USA)
Project Resource Management, Project Manager, Vision Services
(USA)
Project Resource Management, Staffing Manager, Vision Services
(USA)
iProcurement, Services (USA)
Supplier= Corporate Express Office Supply
Item=Franklin Covey Planning System, Snap Tab, Folio, Page Size
8-1/2 inch x 11 inch, Black
N/A
Copyright © Oracle Corporation, 2002. All rights reserved.
S-109
PM5845
Consultants working on the Acme project submit travel related
expenses.
Project Budgeting
PM5827
Define
Project
Budget
The Project manager creates the project budget and submits for
management approval.
Project Billing
Revenue is calculated, General Ledger account distributions are
generated and funding balances are updated.
The financial analyst kicks off procedures for generating
invoices.
Bill amounts are calculated, invoices are formatted for printing
and posting and funding balances are updated.
PM5830
Manage
Project
Budget
The financial analyst approves the final budget.
Costs can now be collected against the contract project and the
project is now officially kicked off.
PM5851
Consultants purchase computer supplies to be used on the
project.
Supplier invoice is submitted to Accounts Payable.
Project Manager
Financial Analyst
Inventory
Expenditures
The project manager issues material out of inventory to be used on
the Acme project.
PM5858
Process
Project
Allocations
PM5859
Process Cross
Charges for
Shared Resources
The project manager processes charges from consultants in its Japan
subsidiary to the Acme project.
Return
S-105
S-109
S-109
S-109
S-109
S-109
S-109
S-109
S-109
S-109
Flow
Value
Statement
Emea Flow has been mapped to OBM flows ‘Plan to Project Budget’ +
Time Collection to Payroll Processing’ + Project Execution to
Invoice/Asset’.
Roles need to be aligned.
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
Project Manager
Project Administration
Generate Revenue
Reduce unaccounted time
Reduce revenue leakage
Increase Project effectivness
Copyright © Oracle Corporation, 2002. All rights reserved.
*
11i8
Key Data
Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran), BPALMER
(Blair Palmer), DGRAY (Donald Gray)
Responsibilities = Projects, Vision Services (USA)
Project Resource Management, Project Manager, Vision Services
(USA)
Project Resource Management, Staffing Manager, Vision Services
(USA)
iProcurement, Services (USA)
Supplier= Corporate Express Office Supply
Item=Franklin Covey Planning System, Snap Tab, Folio, Page Size
8-1/2 inch x 11 inch, Black
Project Management: Budget to Bill
Return
Copyright © Oracle Corporation, 2002. All rights reserved.
S-112
PM5845
Exp Report Expenditures
Consultants working on the R&D project submit travel related
expenses.
Project Budgeting
PM5827
Define
Project
Budget
The project manager creates the project budget and submits for
management approval.
PM5830
Manage
Project
Budget
The financial analyst approves the final budget.
Costs can now be collected against the indirect project and the
project is now officially kicked off.
PM5851
Consultants purchase computer supplies to be used on the
project.
Supplier invoice is submitted to Accounts Payable.
Project Manager
Financial Analyst
Inventory
Expenditures
The project manager issues material out of inventory to be used on
the R&D project.
PM5858
Process
Project
Allocations
PM5859
Process Cross
Charges for
Shared Resources
The project manager processes charges from consultants in its Japan
subsidiary to the R&D project.
Return
S-106
S-112
S-112
S-112
S-112
S-112
S-112
S-112
S-112
S-112
Flow
Value
Statement
Emea Flow has been mapped to OBM flows ‘Plan to Project Budget’ +
Time Collection to Payroll Processing’ + Project Execution to
Invoice/Asset’.
Identical to Emea flow ‘Budget to Bill’ except shorter, this flow
doesn’t have the Project Billing.
Roles need to be aligned.
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
Project Manager
Project Administration
Project Costing
Project Billing
Check Project Performance
Improve business understanding
Reduce administrative cost
Increase Project effectivness
Copyright © Oracle Corporation, 2002. All rights reserved.
Budget to Cost Management
11i8
Key Data
Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran), BPALMER
(Blair Palmer), DGRAY (Donald Gray)
Responsibilities = Projects, Vision Services (USA)
Project Resource Management, Project Manager, Vision Services
(USA)
Project Resource Management, Staffing Manager, Vision Services
(USA)
iProcurement, Services (USA)
Supplier= Corporate Express Office Supply
Item=Franklin Covey Planning System, Snap Tab, Folio, Page Size
8-1/2 inch x 11 inch, Black
N/A
Copyright © Oracle Corporation, 2002. All rights reserved.
S-115
Consultants working on the call center project submit
timecards.
PM5845
Exp Report Expenditures
Consultants working on the call center project submit travel
related expenses.
Project Budgeting
PM5827
Define
Project
Budget
The project manager creates the project budget and submits for
management approval.
PM5830
Manage
Project
Budget
The financial analyst approves the final budget.
Costs can now be collected against the capital project and the
project is now officially kicked off.
PM5854
Capital Asset Expenditures
The organization purchases capital equipment to be used on the
project.
Asset related invoice is submitted to Accounts Payable.
Project Manager
Financial Analyst
Inventory
Expenditures
The project manager issues material out of inventory to be used on
the call center project.
PM5858
Process
Project
Allocations
PM5859
Process Cross
Charges for
Shared Resources
The project manager processes charges from consultants in its Japan
subsidiary to the call center project.
PM5864
Manage
Project
Assets
Return
S-107
S-115
S-115
S-115
S-115
S-115
S-115
S-115
S-115
S-115
Flow
Value
Statement
Emea Flow has been mapped to OBM flows ‘Plan to Project Budget’ +
Time Collection to Payroll Processing’ + Project Execution to
Invoice/Asset’.
Identical to Emea flow ‘Budget to Cost Managementl’ with the
addition of manage Project Assets.
Roles need to be aligned.
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
Project Manager
Project Administration
Project Costing
Project Billing
Enter Expenditures: Timecards, Expense Reports and Purchase
Orders
Interface Project Lines to Fixed Assets (Refer to Assets to
Depreciation Flow in Fast Forward Flows for Financial
Management)
What does it cover?
Improve business understanding
Reduce administrative cost
Increase Project effectivness
Copyright © Oracle Corporation, 2002. All rights reserved.
*
11i8
Key Data
N/A
Copyright © Oracle Corporation, 2002. All rights reserved.
Enterprise Roles
SL0773
Qualify
Lead
Qualify leads based on the criteria set for an "opportunity" that
the company may invest in.
SL7192
Contact
Lead
SL7023
Assign
Lead
Alliances Manager
Outside Roles
Execute Campaign to Email
Execute Campaign to Event
Execute Campaign to Telesales
Execute Campaign to Web
SL7022
Generate
Automated
Lead
Use the “Automated Lead Routing” for all leads having enough
info.
SL0776
Convert
Opportunity
Verify that the lead has emerged as a real opportunity, and that
the opportunity should be pursued.
SL7170
Assign
Opportunity
Assign an opportunity to one of the potential actor and/or
channel.
MK7124
Manage
Event
Registration
MK7158
Send
Product
Collateral
Partner
Channel
The process of contacting, updating all the opportunity information
collected after this Sales contact
Opportunity to Order
SL7171
Assign
Opportunity to Partner
Assign a Partner to an opportunity that has been listed in the
Partner Channel.
SL7173
Monitor
Partner
Opportunity
Management
Check all the opportunity information collected and sent by the
Sales Org and manage the opportunity.
A
KPI
KPI
KPI
KPI
KPI
Copyright © Oracle Corporation, 2002. All rights reserved.
Business Flow Value Statement
Qualification of Prospect/Lead
Increased Revenue; less loss of prospect in the qualification
process
Better Qualification
Higher Employee Satisfaction in collecting and getting correct
Customer data
Sales Teams
Sales Management
Alliances Team
Copyright © Oracle Corporation, 2002. All rights reserved.
Lead to Opportunity
11i8
Key Data
Copyright © Oracle Corporation, 2002. All rights reserved.
Enterprise Roles
SL7175
Generate
Baseline
Forecast
The process of preparing a first Forecast Baseline based on the
information collected and the Sales Rep objectives
SL7176
Maintain
Forecast
The process of modifying an Aggregate Forecast, or an Opportunity
Forecast, or a Product Family Forecast
SL7178
Compare
Subordinate
Pipeline To Forecast
The process of receiving all the Forecast submitted by the Sales
Reps, (subordinate) and comparing it with the Management
figures
SL7174
Review
Pipeline
The process of capturing Opportunity information and reviewing the
activities linked to it
SL7177
Submit
Forecast
The process of submitting the Forecast to his/her manager for
review and consolidation
SL7179
Generate
Final
Forecasts
The process of modifying and generating the final Aggregate
Forecast, Opportunity Forecast, and Product Family Forecast
SL7180
Accept
Forecast
The process of verifying the consistency and possibility of the
management Forecast
SL7181
Rollup
Forecast
SL7177
Submit
Forecast
The process of submitting the Forecast to his/her manager for
review and consolidation
KPI
KPI
S-121
S-121
S-121
Copyright © Oracle Corporation, 2002. All rights reserved.
Business Flow Value Statement
S-122
S-122
S-122
Forecast values and rollup periodically though hierarchy
online
Rollup forecast to next level and submit
What does it cover?
Where is the ROI?
reducing forecast effort dramatically
Sales Force
Sales Management
Copyright © Oracle Corporation, 2002. All rights reserved.
Demo Script
Which demo scripts map to this flow?
11i8
Key Data
S-123
S-123
S-123
Copyright © Oracle Corporation, 2002. All rights reserved.
Enterprise Roles
Outside Roles
Order to Status Inquiry
SL7148
Initiate
Checkout
The process of the customer initiating checkout, entering password,
financial information and shipping information
Customer
Needs
Assistance
Yes
No
SL0794
Maintain
Contract
The process of managing the variations and/or changes from the
terms and conditions of the contract over the life of the contract
by any of the parties bound by the contract.
Customer
Accepts
Pricing
& Contract
terms
SL7365
View/Receive
Discounts &
Promotions
SL0790
Negotiate Pricing, Discounts &Terms
The process of determining pricing and discounting of products or
services during the quote process.
CM7090
Request
Web Call–back
Customer requests a call–back from either a Sales or Service agent
who can answer questions or give assistance.
Yes
No
Copyright © Oracle Corporation, 2002. All rights reserved.
Business Flow Value Statement
Provide pre–sales/transactional support
Customers place purchase based on contractual terms, conditions,
and pricing
What does it cover?
Where is the ROI?
Increase order accuracy to 99% or better
Serve broad range of customers
Reduce shopping cart abandonment
Copyright © Oracle Corporation, 2002. All rights reserved.
Demo Script
11i8
Key Data
Copyright © Oracle Corporation, 2002. All rights reserved.
Receive
Service
Contact
Review
Install
Base
CS7041
Validate
Customer
Records
CS7037
CS7036
Receive inbound customer call
Receive inbound call or customer service request
Receive an automated screen pop via CTI
Gather information about individual or business
Verify that information is current
CS7042
Verify
Entitlement
Review customer warranty information
Determine the level and type of service available to the
customer
Service Entitlement to Resolution
Order to Status Inquiry
Forum Posting to Response
Email Inquiry to Response
Transfer Installed Base ownership
Log into Interaction Center Systems
The process of logging into Teleservice application and interaction
center work queue.
SL7156
Receive
Screen Pop
and Script
Process of receiving an automated screen pop and Telesales script
from CTI.
Business Flow
Copyright © Oracle Corporation, 2002. All rights reserved.
Business Flow Value Statement
Inbound call center business process integrated out of the
box
Track service requests
Verify service entitlement
Eliminate revenue leakage from providing en–entitled service
Customer
Copyright © Oracle Corporation, 2002. All rights reserved.
Demo Script
11i8
Key Data
Copyright © Oracle Corporation, 2002. All rights reserved.
Customer Invoice to Cash
Add Contract Parties
Manage approvals from company signatories
Complete contract terms & conditions
Business Flow
S-130
S-130
S-130
Copyright © Oracle Corporation, 2002. All rights reserved.
Business Flow Value Statement
S-131
S-131
S-131
Contract versioning and change control
Contract Quality Assurance checking
Reduce administrative costs
Accurate Bills
Reduce cost of maintaining inconsistent contracts (e.g., global
pricing errors)
Contracts Managers
Sales Teams
Admin Teams
Copyright © Oracle Corporation, 2002. All rights reserved.
Demo Script
Which demo scripts map to this flow?
11i8
Key Data
S-132
S-132
S-132
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
Review
Complete contract terms & conditions
Define Renewal Rules
Re–Pricing Rules
Add Contract Parties etc
Customer Invoice to Cash
S-133
S-133
S-133
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
S-134
S-134
S-134
Business rules for billing, payments terms, etc.
Contract Quality Assurance checking
Increase customer satisfaction by better managing service level
agreements
Eliminate penalty costs from contract non–performance
Reduce administrative costs
Customer
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
Which demo scripts map to this flow?
11i8
Key Data
S-135
S-135
S-135
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
Define quality guidelines for Contract QA
Run QA check for every contract
Update the contract with any product changes, service level
agreements, and new effective/expiration dates
Record Termination Reason
Communicate contract terms & service level objectives
Notify sales reps and others of important change in customer status
or disposition
Customer Invoice to Cash
Author to Sign Contract
KPI
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
Approval Management via workflow
Automatic quality assurance check
What does it cover?
Where is the ROI?
Reduce liability and penalties due to contract errors
Reduce lost revenue from contract expirations
Reduce revenue leakage from billing inaccuracies
Oracle Business Models: Demo Scenarios
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
11i8
Key Data
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
Select Contracts
Manage approvals from company signatories
Complete contract terms & conditions
Communicate contract terms & service level objectives.
Update the contract with any product changes, service level
agreements, and new effective/expiration dates
Create and/or update new contract
Obtain customer's authorization.
Notify Sales Rep
Determine which contracts are expiring and are eligible for
renewal
Contact the customer regarding the renewal of the service contract
and discuss the contract details.
Customer Invoice to Cash
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
Automatic notification to Sales of expiring contract
Manage approvals via workflow
Automatic quality assurance check
What does it cover?
Where is the ROI?
Improved Customer Satisfaction
Sales Teams
Contracts Managers
Admin Teams
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
11i8
Key Data
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
Opportunity to Forecast to Management Rollup
Plan to Schedule
PF3001
Plan
Material
Plan non–MRP planned materials using Kanban planning, MinMax
Planning, Reorder point, cycle counts, etc..
PF1966
Generate
Item Safety
Stock Levels
Calculate for all locations where items have maintained safety
stock levels.
PF1963
Collect
Demand
Collect demand data including forecast confidence levels from all
relevant sources.
PF1967
Collect
Forecast
Data
Collect Historical Sales and Shipments Data to use for statistical
forecasts.
PF2011
Generate
Sales
Forecast
PF2021
Achieve
Consensus
Forecast
Review forecasts on a regular basis and revise as needed.
PF2038
Run
Production
Plan
and Exceptionsx
Analyze Plan, KPI’s, exception messages and counts prior to
releasing orders from the plan
PF2040
Release
Schedule
PF3005
Implement
Revised
Constraints
PF3004
Collaborate
on Revised Constraints
Collaborate with internal and external parties to agree on revised
constraints.
PF3003
Simulate
with Revised Constraints
Run the plan in simulation mode with revised constraints to model
potential solutions to limitations.
PF3002
Adjust
Plan
Make manual adjustments to the plan based on plan review and new
information
PF1962
Collect
Supply
Collect historical suppler performance data from all relevant
sources and translate into compatible format.
Customer Collaboration to Consensus Forecast
Supplier Collaboration to Supplier Commitment
KPI
KPI
KPI
KPI
KPI
KPI
KPI
KPI
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
Enable holistic planning and optimization
Produce single plan creation for tactical, long, and short term
planning
Improve asset utilization
Planners
Sales
Marketing
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
11i8
Key Data
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
PD1096
Maintain
Item
Master
An Engineer creates an Engineering Item for others’ review &
evaluation
PD1098
Maintain
Material
An Engineer creates a list of components to be used in
manufacturing the item.
PD1160
Maintain
Routings
An Engineer develops the processes to be used in manufacturing,
including resources.
PD0646
Manage
Product
An Engineer releases the Item, BOM and Routing to
Manufacturing
PD0647
Estimate
Product
Costs
The Cost Accountant develops a cost estimate using material and
labor costs.
FM0522
Manage
FM0520
Review
Cost
Information
PD1288
The Engineer creates an ECO and assigns a review/approval
process.
PD0634
Manage
Effectivity
Date Control
Effectivity of new components can be defined as a function of
calendar dates, or of obsolete component depletion.
PD1091
Request
ECO
Any user can request that an Engineering Change Order (ECO) be used
to control the evaluation process.
PD1092
Evaluate
ECO
Each Reviewer can see all Product (Item, Bill, Routing) data.
Each Reviewer has the opportunity to approve or reject the
ECO.
PD1095
Implement
ECO
Approved ECO’s are implemented according to effectivity dates
An Engineer puts together design information detailing the item and
it’s characteristics..
PD0628
Develop
Detailed
Design
To Inv /
Shipping Org
Assign Product to Inventory & Shipping Organizations as part of
new product intro
Business Flow
Demo Scripts
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
Reduced ECO cycle time
Decreased time to find product information
Decreased time spent on travel/communication
Manufacturing, Purchasing, Planning, Order Management,
Service
Engineering
Marketing
Customers
Suppliers
Projects
Sourcing
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
11i8
Key Data
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
PR0132
Evaluate
Collect and evaluate Responses to award the contract or
agreement.
PR0131
Analyze
Sourcing
Requirements
PR0136
Develop
PR0152
Provide Specifications
and RFQ
The process of providing specifications and requests for quotation
to a supplier.
Enterprise Roles
Receive RFX or Quote from Supplier.
Negotiate incentives and penalties with suppliers as part of a
business agreement.
Qualify suppliers who have submitted a bid or quotation
PR0135
Negotiate
PR0133
Maintain
Negotiated
Agreements can be purchase orders, requisitions, blankets or
contracts.
Outside Roles
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
Support all negotiation types with robust buyer and supplier
tools
Multi–attribute bidding and analysis
What does it cover?
Where is the ROI?
Increased number of sourced items and use of contracts and
agreements
Reduced unit price
Decrased sourcing cycles
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
Sourcing Auctions (Detailed Sourcing Flow)
Which demo scripts map to this flow?
11i8
Key Data
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
FM0491
Approve
Budgets
Approve final budget and communicate to all departments and
companies.
FM0487
Maintain
Budgets
Review total budget.
FM5876
Import
Budgets
FM5875
Define &
Generate
KPI
KPI
KPI
KPI
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
Define budget strategy and approach
Import budget details from external system or define and generate
budget allocations
Consolidate and approve budgets
What does it cover?
Where is the ROI?
Improve the tracking of detail budgets
Financial Analyst
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
11i8
Key Data
Copyright © Oracle Corporation, 2002. All rights reserved.
Return
FM1118
Enter
Journal
Entries
Journals for recurring transactions are generated.
FM0511
Post
Journal
Entries
FM0510
Process
Reserves,
Reversals &
Reverse prior period accruals, clear suspense accounts, and
generate reversing entries.
FM1114
FM1121
Reconcile
Accounts
FM1948
Perform
WIP
Period Close
Activities required to close Work–in–Process and send transactions
to G