Trade Management Implimentation 4 13 Tiwari

8/18/2019 Trade Management Implimentation 4 13 Tiwari

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Oracle Trade Management

Presenter:

Pankaj Tiwari , Manager Enterprise Applications A Kumar Acharya, Business System Analyst

Eswar Vaya, Business Architect !Vi"rant #n$otech%

&orcal 'A() * +an -,.//0


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Marvell

Agenda

1 Introduction 2 History of Marvell

2 Marvell’s Journey

1 Milestones

1Problem Statement1 Objectives

1 Implementation

1 essons earnt

1 ! " A


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Marvell

History of Marvell

1 #ounded $%%&

1 #abless semiconductor

1 'lobal operations 2 Israel

2 (urope )'ermany* Italy* S+it,erland-

2 Asia Pacific )Singapore* India* Japan " ./ina-

2 0SA

1 Annual 1evenue )2MM- 2 #3 4554 46676

2 #3 4558 &5&78

2 #3 4559 6$%76

2 #3 455& $*4497:

2 #3 455: $*:;578

2 #3 455; 4*5%&74

1 &555< employees across 0S* (urope and Asia


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Marvell

Marvell’s Journey

A() .// )alileo )o*li3e on 'racle Apps 4/45

6E7 .// (pgrae 'racle Apps i !4849%+A& .//. 7on3ert 'racle Apps to Multi*'rg an iscal 7alenar

MA; .//. Migrate &orth America to 'M


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Marvell

Milestones

Tas= > Mile Stones Major Tas=s

Planned Start

?ate 1emar=s

$1e@uirement

Analysis Process #lo+ Mapping #eb$&455; Identified gaps

4 System 1eadiness Apply patc/es July$&455;

Applied multiplepatc/es7 Oracle s/ouldcome up +it/ 10P

8 .onfiguration Setups and Identification Oct$5455;

Build 9 eCtensions and

discoverer reports*modified accountgenerator and enabled

various businessevents

9 ?ata .onversion (nding Inventory Oct45455;

Identified cut off dateand populatedinventory

& #unctional Testing Process #lo+ Testing ?ec$8455;

: B4B .onfiguration POS and Inventory data load Jan$&455;

Started receiving 6:;and 69: from DuHori,on

;0ser Acceptance

Testing #eb44556

Personali,ation of userinterface and EebA?I7Identified fe+ =ey

issues

6 'o ive #eb$64556


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Marvell

Problem Statement

1 Mar3ell acuire more than .8 istri"utors through acuisition

1 7ontracts "ase on ini3iual istri"utors

1 Pricing an 6iscounting are manual an maintaine "ymarketing on Ecel

1 6istri"utor =e3enue an 7')S are tracke on Ecel antrans$er to oracle in )@

1 Knowlege to recogniFe re3enue limite to ini3iual person anmaintaine in Ecel sheets $or 6istri"utors

1 7ustom so$tware $or inancial Planning to o analysis onistri"utor re3enue an in3entory


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Objective of Trade Management

Mar3ell wante to ensure that the $ollowing key o"jecti3es weremet "y implementing 'racle Trae Management4

1 #mplement 'racle Trae Management is to eliminate manual processin 7laim, #n3entory tracking an P'S ata reconciliation4

1 eekly tracking o$ istri"utor re3enue ,claims an cogs

1 (se E6#


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.ontinuedF

1 Ensure that the automate reconciliation process generatesaeuate auit trail to meet the S'G compliancereuirements

1 Ensure that the solution implemente is "oth scala"le anlow maintenance

1 (se oracle stanar AP#s an Business e3ents to "uiletensions an isco3erer reports $or reporting nees4


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Implementation Team

M#S Team1 Manager1 Sr Business System Analyst1 7onsultant1 . Programmer Analyst

(ser1 Senior Sponsor !VP o$ inance%1 Senior Management $rom 3arious $unctional areas1 9 Key (sers


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Approac/

#mplement 'racle Trae Management as solution $or6istri"utor re3enue reconciliation process4 This

implementation was "roken own into i$$erent phases 1 Phase 2 e" /0

1POS Processing1 .laim Process

1 Indirect Inventory Trac=ing

1 ?istributor Part Dumber Mapping

1 Offers

1 Phase.

1 Partner Management1 Advance Pricing

1 Special Pricing 1e@uest

1 !uoting


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'AP Analysis

1 Split of revenue into ?eferred 1evenue and reserve1 .O'S Processing

2 ?eferred .O'S

2 .O'S 1ecognition

1 in= bet+een Item cross reference and ?istributor .rossreference

1 .alculate t/e average sales price

1 Standard 1eports

1 0ser interface


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Processes G S/ip and ?ebit

1 ?istributor S/ipment 2 Orders +ill be boo=ed in OM +it/ Order type ?istributor

2 1evenue +ill be split into t+o7 ?istributor price list +ill /it deferredrevenue account7 ?ifference bet+een Boo=ing Price and ?istributorprice +ill /it reserve account7

2 1evenue and .O'S +ill /it ?eferred revenue and ?eferred .O'S at

t/e time of S/ipment

1 Price ist and Item .ross reference 2 Oracle distributor price list +ill be loaded in oracle as Offers

2 1evenue users +ill do @uarterly distributor price update

2 Item cross reference bet+een Marvell part no and ?istributor Part no

+ill be maintained in Trade Management 2 POS data can be loaded using A?I) Application ?es=top Integration- orvia B4B


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Processes G S/ip and ?ebit

1 A1 Process 2 .laim +ill be created based on t/e claim amount provided by distributors

2 1evenue amount +ill be created by Selling price provided by distributors

2 .laims +ill split in t+o portion

2 ?ifference bet+een Marvell Boo=ing Price and ?istributor Price +ill /it deferredrevenue account

2 ?ifference bet+een ?istributor Price and B.D Price +ill /it reserve account

2 ?istributor provided purc/ase price +ill be recogni,ed as revenue ) ' Journal(ntry-

1 .osting Process 2 Based on POS data * ?eferred cogs +ill be transferred to .O'S ) ' Journal

(ntry-

2 #or !uarterly cost update * ?iscoverer report +ill calculate t/e costadjustments7 0sers +ill do manual journal entry in ' for cost adjustment7


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POS and .laim Processes

EnterDisti Order

Offers

Shipping toDisti

General Ledger

Claim

Creation

POS

& Claim

Data

Claim

Approval

Verify and

Process

POS

Inventory

Update

CR Memo

Create

COGS

&

Revenue

End

Upload POS

and Claim

AccountReceivableStart


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Hig/ evel ?esign (Ctension design


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Offers 0pload

1 0pload !uarterly ?istributor Price ist1 0sed oracle standard API to upload offers


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Point Of Sale )POS-


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.ontinuedF


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.ontinuedF


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?iscoverer 1eports


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.laim Process


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.laim Split


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.laim ?etails


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.ontinued F


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.ontinuedF


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Marvell

1esults

Marvell derived t/e follo+ing =ey benefits

1 Eee=ly ?eferred 1evenue and ?isti Inventory Trac=ing

1 .entrali,ed POS and .laim Process

1 .ommon ?iscounting rule and eCception process1 Auto journal for 1evenue adjustment and .O'S adjustment

1 .entrali,ed reporting for 1evenue* Mar=eting and costingteam

1 Auditing is muc/ easier after establis/ing t/e process


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Marvell

essons earnt

1 Planning is a =ey to success7

1 Identify t/e ey 0sers for detail information and ma=e sure t/eyare engaged from start to finis/

1 A p/ased implementation approac/7

1 Open to (Ctensions and report customi,ation7

1 Open to Patc/es and Oracle TA1s

1 'ood and effective communication bet+een process c/anges


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! " A


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Trade Management Implimentation 4 13 Tiwari

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