New & Enhanced Features – R12 & 12.1.1

Evosys’ Oracle EBS Upgrade Services

“Making Things Simple for YOU”

Contents• Enhancement Common to All Modules– New User Interface– Multi-Org Access Control

• Finance Enhancements– GL , AP, , Sub-Ledger Accounting, AR, CM, India

Localisation

• SCM Enhancement– Inventory , Order Management

• Human Capital Management Enhancement– Core HR, SSHR, Performance Management

• CRM Enhancement

Enhancements Common to all Modules

•Re-designed and streamlined entire workflows

•Reduced pop-ups and duplicate screens

•Reduced the number of steps to complete key tasks

•Improved overall look & feel and visual style

New & Enhanced User InterfaceImproved User Productivity Across the Suite

Responsibility Responsibility Responsibility

KSALegal Entity

UAELegal Entity

Functional Tasks Order Management Requisition, Demand &

Purchase Orders Receiving & Drop Ship Invoice Receipt,

Disbursement Customer Data Management Accounting Setup

Functional Tasks Order Management Requisition, Demand &

Purchase Orders Receiving & Drop Ship Invoice Receipt,

Disbursement Customer Data Management Accounting Setup

Single Responsibility

MumbaiOperating Unit

DelhiOperating Unit

DallasOperating Unit

Perform multiple tasks across operating units without changing responsibilities

MOAC: Multi-Org Access ControlRole based access to Operating Units

Benefits:Streamlined Shared Service Center OperationsAccess, Process, and report on data for multiple operating units from within a single Application Responsibility.Eliminate the need to switch responsibilities in order to service multiple operating units.

India Legal Entity

USA Legal Entity

Multiple Organization Access ControlSummary of Changes

• Security Profiles for data security– MO: Security Profile– List of operating units for a responsibility– Defined in HR

• OU field on UI (Forms & JSP Pages)– all transactions– setup data specific to OU, like transaction type

• Enhanced Multi-Org Reporting and Processing– Ledger/Ledger Set parameter on accounting reports and

processes– OU parameter on other standard reports and processes– For example: submit the Payables Open Interface Import

w/OU parameter null to import all records across all OUs

Example: Multi-Org Access Control

Finance Enhancements

General Ledger

• Report Manager (FSG Drill Down)• Account Hierarchy Manager• Journal Copy• Replacement Accounts• Third Party Control Accounts• Data Definition Security• Advanced Global Intercompany System• Account Analysis & Drill Down

General Ledger

• MOAC achieved through Data Access Set• Precondition – COA and Calendar to be Common• Prevent reversal of Journals with Frozen Sources• Prevent Reversal of Unposted Journals• Management Reporting Qualifier• Accounting and Reporting Sequence (During Posting and

Period Close)

Accounts Payable

• Invoice Workbench• Third Party Payment• Manual Journals• Enhanced Payment Terms• Payment Batches• E-business Tax

Subledger Accounting

• Rule-based accounting engine, toolset & repository supporting Oracle E-Business Suite modules

• Allows multiple accounting representations for a single business event, resolving conflicts between corporate and local fiscal accounting requirements

• Retains the most granular level of detail in the sub ledger accounting model, with different summarization options in the General Ledger, allowing full audit and reconciliation

• Introduces a common data model and UI across sub ledgers, replaces various disparate 11i setups, providing single source of truth for financial and management analysis

Accounts Receivable

• AP AR Netting• Refunds• Enhanced Revenue Recognition• Balance Forward Billing• Enhanced Line Level Cash Application• Collection Workbench• Dunning Plans• Enhanced Late Charges

Cash Management

• International Bank Account Number (IBAN) to minimize risk• Utilizes the new Payment Group number as an optional

matching criterion for manual and automated reconciliation• EDIFACT Bank Statement Format Update-Support for non-

numeric characters in bank balances • Copy Bank Transaction Code-new Concurrent program• Option to override company specific validation for bank

accounts• Load Bank statement for current day • Allows cash mgrs to manually enter cash flows into their cash

positions

India Localization

• Computation Payment & Tracking & statutory reporting of Fringe Benefit Tax (FBT) on non-payroll expenses.

• Supports the setup, calculation, accounting & reporting of inclusive taxes for payables and receivable transactions.

• Retroactive Pricing Support enables users to claim credit for increase in recoverable taxes

• Manage India taxes on unmatched invoices• Allows to Calculate Excise & VAT assessable based on the

advance Price list• Reporting & Display of India Taxes on purchasing approval

workflow notifications

India Localization

• Reassessing Service Tax on Receipt of Foreign Payments for India

• The VAT Invoice number is now displayed within the reference field of Receivables Transaction Workbench

• General Ledger Journal Drill down Support

SCM Enhancements

Inventory

• Material Workbench Enhancements

• Dual Unit of Measure Control (a.k.a. catch weight)

• Material Status Control - enable users to assign a material

status to the material in an inventory lot, serial, sub inventory

or locator and to use that status to restrict transactions

• Enhanced Reservations-now supports reservations to expected

supplies such as purchase orders, internal requisitions,

advanced shipment notices, and manufacturing jobs

Dual UOM Control•Dual Unit of Measure Control

• Track, Transact, view on hand and availability by multiple UOMs• Planning and Costing still use Primary UOM• Transactions posted via 3rd party interface without Dual UOM

Uses Default Conversion

Item -inventory Controls

Lot Control

Order Management

• Item Orderability provides users with an easy way to define orderable

products, based on exceptions defined in the Item Orderability rules

• Credit Over-shipped Quantity for Referenced RMA

• Support Decimal Qantity in BSA UI

• Improved Install Base Search While Ordering Services

• Delayed Scheduling

• Enhanced Workflow Activity Hold

• Customer PO-based Search in Scheduling Organizer

• Visibility to Latest Configuration Till Picking

Order Management

• Line Level Credit Check Enhancement

• Post Booking Item Substitution

• Internal Requisitions/Internal Sales Order Change

Management

• Order Management Productivity Enhancements

• Workflow Performance Enhancements

• International Trade Management Adapter Enhancements for

Global Trade Management (GTM)

• Supply Chain Web Services – Order Management

Human Capital Management Enhancements

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Core HR

Global Deployment Manage and automate employee record

moves between source and destination Business Groups

– Permanent Transfer • Terminate assignment in source Business Group

– Temporary Transfer or Secondment• Suspend active assignment in source Business Group

Core HR

• Legislative updates for reporting– Ethnic categories– Statutory changes– Comply with Social Security Administration changes

• Delete “Pending for Approval” Transactions– Initiator may delete transactions prior to final approval

• Enhanced Change Pay Rate Functionality– Allow multiple pay actions as part of one transaction– Propose/Update/Delete future base salary changes– Support Salary Basis change

Source and Destination Information

Salary AdministrationNew User Interface

Salary AdministrationDetailed History and Comparisons

ChecklistsExpedites HR Actions

Performance Management

• Performance Management Plans– Task oriented user interface– Personal Scorecards• Track goals throughout the review period

– Collaborative

• Objectives (Goals) – Defaulted based upon criteria– Aligned to other individuals– Cascaded• Align employee goals to manager and organization goals

– Automatically included in Appraisals

Performance Plan Tasks

Cascading Objectives (Goals)

Performance Management

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• Manage Offline Appraisals– Download in-progress appraisals– Update, in Excel format, without connecting to

application– Upload updated appraisal to application

• Maintain Succession Plans function– Supports Web ADI spreadsheet to retrieve and update

succession information– Delivered in Manager Self-Service

iRecruitment

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• Interview Management in HTML Pages• Centralized Recruitment Communication workbench in

applicant record (HTML Page)• Notification for New Job and Applicant Status Change• New feature allows to define own rules to send FYI

notification.• Dashboards for Hiring Manager and Recruiter • View Interview iCalendar file (.ics file) Attachments in

Notifications • iRecruitment Create Enrollment Process• Automatically enroll New Hires in compensation plans

included in their offer letter

Customer Relationship Management Enhancements

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Marketing

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• REFRESH button added to the UPDATE DATA SOURCE UI by which the underlying Table or View will be checked for NEW COLUMNS ADDED since the Data Source was CREATED or LAST REFRESHED. • The Marketing end user will be able to view the complete

marketing plan from Program, to Campaign, to Activity from within the Campaign Workbench Gantt view• Gantt Chart Functionality Date Display• List Import Organization and Contact Address Existence

Checking• Modification of List Splitting by User Defined Attribute• Include Tasks when Copying Campaign Objects

Field Sales

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• Enhanced Lead Search- Managers will now be able to query and view their subordinates‘ consolidated Leads based on a combination of only two mandatory fields: - Status and Age (days). • Enhanced Opportunity Search- managers will be able to

query and view their subordinates‘ consolidated Opportunities based on a combination of only two mandatory fields: Status and Close Date Quarter.• Prevent Duplicate Contacts Flow- users will be able to see

both active and inactive contacts across all organizations to prevent duplicate contact creation.

Field Service

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• Technician and Administrator Portals – Trunk Stock Management and Debrief Trunk Stock VisibilityOn this new page, the technician will have the ability to: • View inventory balances for all of the sub-inventories

assigned to a technician • View reservations against the inventory balances in

these sub-inventories• View transaction history details for these sub

inventories • Technician and Administrator Portal - Task Scheduling

The following scheduling modes are supported: • Self Schedule • Window to promise • Intelligent

Field Service

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• Technician and Administrator Portal – Debrief Error Correction- users can now debrief labor and expense correction lines and automatically generate credits from them in Charges• Dispatch Center Usability Enhancements• A sortable Task Table replaces simple Task List• A Task Quick Find feature• More icons• Direct access to the new HTML Parts UI

• Dispatch Center, have been enhanced to prevent the user from putting a task into a status that conflicts with another task.

Field Service

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• Dispatch Center - GPS Location Capture and Mapping• Field Service Technician Portal – Usability and Security

Enhancements• Field Service High Availability Solution• Field Service Third Party Administrator/Technician Portals• Dispatch Center Third Party Management• eLocation Map Viewer Option

TeleService

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• Capture the item cost for parts, labor, and expenses debriefed and for manually entered Charge Lines• The service request form has been enhanced to allow users

to quickly enter part requirements, skills requirements, access hours, and capture customer confirmation status.• Service Requests Search using Secure Enterprise Search

(SES)• Additional Attributes, dependent functionality (Duplicate

Checking and Automatic Task Generation) has also been added to the Service Request Form.• Quick Service Request Creation and Update

TeleService

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• The Service Request Form’s Tools Menu items have been reorganized into logical grouped buckets for ease of use and better navigation• A new user hook has been provided in the Charges Pricing

API to enable integration of the charges module with Advanced Pricing and other customer-driven functionality• Support for International and One Time Addresses• The LOVs and interrelationships between the following key

fields in the SR Form Header have been enhanced (Incident Address, Installed Base, Customer, and Item)• A new option to start SLA (Service Level Agreement)

calculations when the service request is saved has been introduced.

TeleService

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• Enhanced Service Request Search capabilities• Improved Service Request Tasks Management• Party Site level Profile Checks• Inactivating a contact• New HTML Charges User Interface

Questions?

Thank You

Get in touch with us-

U.A.E Headquarters

Evolutionary Systems FZ Arabia LLCBldg No. 11, DIC, Dubai, UAETelephone: +971 503867202E-mail: sandhyap@evosys.co.in

Global Headquarters Pune Office Evolutionary Systems Pvt. Ltd. 4th Floor, Drive-In Cinema Building, Ahmedabad - 380054, Board: +91794005 3350 NFax: +91794005 3349 India E-mail: contact@evosys.co.in

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