1 Copyright © 2014, Oracle and/or its affiliates. All rights · PDF file–Invoices...


The following is intended to outline our general product

direction. It is intended for information purposes only, and

may not be incorporated into any contract. It is not a

commitment to deliver any material, code, or functionality,

and should not be relied upon in making purchasing decision.

The development, release, and timing of any features or

functionality described for Oracle’s products remains at the

sole discretion of Oracle.

Safe Harbor Statement

Oracle Payables Extensions for Oracle Endeca

Presenter: Sriram Ramanujam Sr. Principal Software Engineer

Global E-Business

Suite Support


Objectives

Introduction to Oracle Endeca

Oracle Payables Extensions for Endeca


Agenda

Oracle Endeca - Overview

Key Business Benefits,Business Values and Capabilities

Oracle Payables Extensions for Oracle Endeca User Interface

Setup and Configuration Steps

Technical

Resources


HALF MY

WASTED! Again!

MORNING


Information- Driven Business Decisions

PRIORITIZE

RESOLVE MEASURE

IDENTIFY

REQUIREMENTS

Need to Transform Business To …


The Challenge

Decision Making

Volume

Real Time

Information

Structured

Unstructured


The Solution


EBS APPLICATIONS EBS ENDECA

$

PO

WO

SO

$ PO

EBS DATABASE

Enabling Information Driven Business Accessing Data In Real Time


Oracle HW, Other HW, or Virtual Machines

EBS Middle Tier

Server or VM

EBS Database

Server or VM

EBS Endeca

Server or VM

EBS Endeca Applications

(Incremental Refresh)

Results

Results

Transactions


Oracle HW, Other HW, or Virtual Machines

Same MT Server

EBS Middle Tier

Server or VM

EBS Database

Server or VM

EBS Endeca

EBS Endeca Applications

Incremental Refresh

Results

Results

Transactions


STUDIO SERVER MDX SERVER INTEGRATOR EBS VIEWS


Oracle Endeca Information Discovery Integration Suite

Studio Interactive Business Discovery

Create and Share Apps

Endeca Server Hybrid Search/Analytical Database

Flexible Data Model

Integration Suite Data Integration and Enrichment

Structured and Unstructured

Integration Suite

Lightweight ETL with native Endeca

Server connectivity

Java SDK for extensibility – easily

connect to additional data feeds and

APIs

Modules for unstructured data:

• Text Enrichment

• Sentiment Analysis

• Content Management System Connectors


Oracle Endeca Information Discovery Endeca Server




Flexible Data Model



Oracle Endeca Server

Hybrid search/analytical database

Search, navigation, and analytics on

diverse, changing information

Designed for Discovery

• Flexible data model

• Columnar storage

• In-memory analytics


Oracle Endeca Information Discovery Studio




Flexible Data Model



Studio

Interactive, visual discovery

environment

Drag-and-drop configuration

Full-featured component library

Based on best practice UI design

patterns

Built on Java portal technology

standards


Endeca’s Unique User Experience Interactive Data Exploration and Analysis

Advanced Search

• Search across all data

• Dynamic typeahead

• Automatic spell correction

• Unlocks unstructured data

Visual Analysis

• Charts, crosstabs, key metrics

• Geospatial visualization

• Tag clouds

Contextual Navigation

• Data-Driven. Freely browse data without

predefined paths or writing queries

• Interactive. Shows only valid next steps

• Easy to Use. Familiar online experience

+ +


E-Business Suite with Embedded Endeca Content

Authentication

Fully Integrated with EBS Security

No need for extra setup

No SSO setup required

Authorization

UI is secured by FND function

security

Flexibility in granting access to

Endeca content

EBS data security is enforced

UI Integration

Out-of-the-box UI Integration

Embedded experience


OA Integration

Ability to drill down to an OA page in context


Forms Integration

Ability to drill down to EBS forms in context


Full Load

Reset data domain

– Wipe out metadata

– Wipe out data

Load attribute configuration and associated metadata

Load application data from EBS views (with any app specific filters)

Hint: Full load to an offline machine

– Avoid data domain being inaccessible for an extended period


Incremental Load

Loads application data created/updated since previous load, filtering rows

where eid_last_update_date >= (last successful ETL DateTime) and

eid_last_update_date < (DateTime of Current Run)

Does not affect metadata

Last successful

load Current

load

Load Failed


Oracle Endeca - Summary

Intelligent Search

Interactive Visualizations

Contextual Navigation

Universal Data Support

Drag-and-Drop Application

Composition

In-Memory Architecture

Oracle Endeca Information Discovery


Key Challenges - Payables

Supplier Balance

Management

Maximizing

Discounts

Dispute

Resolution Decreased

Productivity


Modern Landing Page

Guided Navigation

Type Ahead Search

Range Filters

Advanced Visualization

Tag Clouds

Cross Tab

Metric Bar with Highlights

Charts

Search Across Organizations

Full 360 Degree Data View

Capabilities


Business Benefits and Business Values

Maximize Productivity and User Experience

Quickly Resolve Disputes

Maximize Discounts and Optimize Working Capital

Increase Visibility

Improve Supplier Relationship


Information Driven Payables

Traditional :

I would like to work on Invoice # 1234 today

Information

Driven :

I would work on the most critical issue today


Oracle Payables Extensions - Endeca User Interface


– Supplier Balance

– Holds

– Discounts Opportunity


Guided Navigation

Oracle Payables Extensions – General

Ledger

Invoice Details

Supplier

Hold Details

Date

Amount


Oracle Payables Extensions – General

Data Refresh Date

Ledger Filter

Detach and Enlarge

Print

Export

Landing Page


Oracle Payables Extensions – Supplier Balance

Supplier Balance



Supplier Balance – Open Balances

– Ledger Currency

– Supplier Balance

– Employee Balance

– Unapplied Prepayments

– Past Due Invoices

– Invoices Due in 7 Days



Supplier Balance

– Top10 Suppliers



Supplier Balance

– Top10 Suppliers

– Charts and Graphs

Aging of Past Due Invoices



Supplier Balance

– Top10 Suppliers



Supplier Open Balance



Supplier Balance

– Top10 Suppliers




– Open Invoices

– Invoices Paid in Last 7 Days


Oracle Payables Extensions - Holds

Holds



Holds - Metrics

– Ledger Currency

– Past Due Invoices on Hold

– Invoices Held due in 7 Days

– Discount Lost due to Holds

– Invoice Amount on Hold

– Invoices on Hold

– Average Hold Period



Holds

– Top 10 Holds



Holds

– Top 10 Holds


– Hold Details



Holds


Invoices on Hold



Holds


Invoices on Hold

Aging of Invoices on Hold



Holds


Invoices on Hold

Aging of Invoices on Hold

Discount Available on Invoices Held


Oracle Payables Extensions – Discount Opportunity

Discounts Opportunity



Discounts Opportunity - Discount Metrics

– Ledger Currency

– Discount Available in 7 Days

– Discount on Invoices Held




– Top 10 Suppliers

– Payment Schedules with Discount





Discounts Available





Discounts Available

Discount Available by Percentage


Setup and Configuration Steps

Installing Oracle Payables Extension for Oracle Endeca V4+,

Release 12.1.3.4 (Doc ID 1613587.1)

Access Control: Dashboards (User Interfaces) for Oracle Payables

– ‘Payables Endeca Access Role’

Scheduling / Loading Payables Data into the Endeca Data Store

Profile Options for Payables

– AP: Endeca Aging Template


Technical

Views and Joins for Payables

– AP_EID_INSTALLMENT_V

– AP_EID_HOLD_V

– AP_EID_PAID_HISTORY_V

– AP_EID_PREPAYMENT_V


Menus and Functions for Endeca Payables

Menu Name Menu Code User Function Name Function Name

Payables EID Dashboard AP_ENDECA_EID_MENU Holds Management(EID) AP_ENDECA_HOLD_HOME

Payables EID Dashboard AP_ENDECA_EID_MENU Discounts Opportunity(EID) AP_ENDECA_DISCOUNT_HOME

Payables EID Dashboard AP_ENDECA_EID_MENU Supplier Balance(EID) AP_ENDECA_BALANCE_HOME

Payables Dashboard (Promt - Holds Management)

AP_ENDECA_MENU Holds Management AP_ENDECA_HOLDS

Payables Dashboard (Prompt - Discounts Opportunity)

AP_ENDECA_MENU Discounts Opportunity AP_ENDECA_DISCOUNTS

Payables Dashboard (Prompt- Supplier Balance)

AP_ENDECA_MENU Supplier Balance AP_ENDECA_SUPP_BALANCE

Payables Dashboard AP_ENDECA_MENU Payments Schedule Validation AP_ENDECA_VALIDATION

Payables Dashboard AP_ENDECA_MENU

Sub Menu - Payables EID Dashboard


Resources

Information Center: Oracle E-Business Suite Extensions for Oracle

Endeca (Doc ID 1486924.2)

Oracle E-Business Suite Extensions for Oracle Endeca 12.2 V5

(Doc ID 1914416.1)

Oracle Payables Extensions for Oracle Endeca, 12.1 and 12.2

(Doc ID 1623749.1)

12.1: Installing Oracle Payables Extension for Oracle Endeca V4+,

Release 12.1.3.4 (Note 1613587.1)

1 Copyright © 2014, Oracle and/or its affiliates. All rights · PDF file–Invoices...

Documents

Transcript of 1 Copyright © 2014, Oracle and/or its affiliates. All rights · PDF file–Invoices...