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Executive Summary Product Overview Future Direction Application Processes
Access to the Dash Board
Period Close Dash Board
Payables Pending Transactions Dash Board
Receivables Pending Transactions Dash Board
Purchasing Pending Transactions Dash Board
Inventory Pending Transactions Dash Board
GL Pending Transactions Dash board
Hasman Advantage* We welcome your feedback About Hasman
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Business & IT Challenges in Closing Periods 1. Time Consuming exercise for IT to monitor the progress of transactions. Often scripts are used to check the
status
2. Users are not familiar with “How to resolve the pending transactions” themselves. They seek help of IT and lose time in getting resolutions
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What Customers Need? 1. A Single Window Dash Board to view the period
close status and the pending transaction information across ledgers and Operating Units for multiple modules of Oracle EBS
2. Helpful Tips to resolve various pending Transactions
3. Control Account balances Reconciliation between GL and Sub-ledgers
Hasman Offering
1. Single Window Dash Board for GL, AR, AP, PO and Inventory
2. Savings in the time of IT Managers & Users
3. Helpful Tips to resolve Transactions
4. Information View Across Operating Units
Product Overview Hasman Period Close Dashboard is a set of 6 Dash Boards that will display the pending Transactions in Oracle Applications that require attention to ensure proper completion of Business activities during period end. Using these dash boards users can take appropriate and timely action to complete the pending transactions. Also it serves the IT managers who oversee the period close activities to be on top of the progress of completion of the business transactions.
The real time data displayed in the dash boards will help the users and the IT managers to identify any issues proactively and resolve them before they become time critical.
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Key Application Components & Processes 1. Period Close Dash Board (Display the Period Close
Status across Ledgers)
2. Payables Pending Transactions Dash Board (Review AP Pending Transactions across OUs)
3. Receivables Pending transactions Dash Board (Review AR Pending Transactions across OUs)
4. PO Pending Transactions Dash Board (Review PO Pending Transactions across OUs)
5. GL Pending Transactions Dash Board (Review GL Pending Transactions for a Ledger)
6. Inventory Pending Transactions Dash Board (Review INV Pending Transactions by Organization)
Value to Customer • It is estimated that this Application will help to save an average of 2 to 3 hours of effort of
each IT manager and Super User who is involved in the period close activity.
•Also it will enhance the efficiency levels of the users over a period of time
Features Planned for future releases
1.Export the Pending Transaction Data into excel/ pdf files
2.Submission of Programs from the Dash Board to resolve the issues
3.Real time Control Account Balances reconciliation data for any given accounting period
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How to Access Period Close Dash Board?
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Hasman Period Close Dashboard can be accessed through a Responsibility “Hasman Advantage”
How to review Period Close Status across Ledgers?
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Select the Period Information and Click “Go” to see the status of Periods across ledgers and Applications.
How to review AP Pending Transactions across Operating Units?
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Click on Period Close Status of AP for a given Ledger. The above table is a summary of pending transaction for the given ledger in the given period. The details of each pending transaction type is also displayed as a continuation in the page.
AP Pending Transactions: Invoices to be Imported
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Tip guides users/ readers to take necessary action to resolve these transactions.
AP Pending Transactions: Expense Reports to be Imported
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Tip guides users/ readers to take necessary action to resolve these transactions.
AP Pending Transactions: Invoices to be Validated
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Tip guides users/ readers to take necessary action to resolve these transactions.
AP Pending Transactions: Invoices to be Accounted
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Tip guides users/ readers to take necessary action to resolve these transactions.
AP Pending Transactions: Payments to be Accounted
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Tip guides users/ readers to take necessary action to resolve these transactions.
AP Pending Transactions: Invoices to be Transferred to GL
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Tip guides users/ readers to take necessary action to resolve these transactions.
AP Pending Transactions: Payments to be Transferred to GL
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Tip guides users/ readers to take necessary action to resolve these transactions. Click on Return to Dash Board to go to the Dash Board Page.
How to review AR Pending Transactions across Operating Units?
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Return to the Dash Board and Click on Period Close Status of AR for a given Ledger. The above table is a summary of pending transaction for the given ledger in the given period. The details of each pending transaction type is also displayed as a continuation in the page.
AR Pending Transactions: Transactions to be Imported
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Tip guides users/ readers to take necessary action to resolve these transactions.
AR Pending Transactions: Transactions to be Completed
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Tip guides users/ readers to take necessary action to resolve these transactions.
AR Pending Transactions: Transactions to be Accounted
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Tip guides users/ readers to take necessary action to resolve these transactions.
AR Pending Transactions: Receipts to be Accounted
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Tip guides users/ readers to take necessary action to resolve these transactions.
AR Pending Transactions: Transactions to be Transferred to GL
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Tip guides users/ readers to take necessary action to resolve these transactions.
AR Pending Transactions: Receipts to be Transferred to GL
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Tip guides users/ readers to take necessary action to resolve these transactions.
How to review PO Pending Transactions across Operating Units?
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Return to Dash Board and click on Period Close Status of PO for a given Ledger.
PO Pending Transactions Dashboard shows PO Receiving Transactions to be Imported.
How to review INV Pending Transactions across Organization?
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Return to the Dash Board and Click on Period Close Status of INV for a given Organization. The above table is a summary of pending transaction for the given organization in the given period. The details of each pending transaction type is also displayed as a continuation in the page.
INV Pending Transactions: Unprocessed Material Transactions
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Tip guides users/ readers to take necessary action to resolve these transactions.
INV Pending Transactions: Uncosted Material Transactions
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Tip guides users/ readers to take necessary action to resolve these transactions.
INV Pending Transactions: Pending WIP costing Transactions
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Tip guides users/ readers to take necessary action to resolve these transactions.
INV Pending Transactions: Unprocessed Shipping Transactions
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Tip guides users/ readers to take necessary action to resolve these transactions.
INV Pending Transactions: Pending Receiving Transactions
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Tip guides users/ readers to take necessary action to resolve these transactions.
INV Pending Transactions: Unprocessed Material Transactions
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Tip guides users/ readers to take necessary action to resolve these transactions.
INV Pending Transactions: Pending Shopfloor Move Transactions
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Tip guides users/ readers to take necessary action to resolve these transactions.
How to review GL Pending Transactions across Operating Units?
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Return to the Dash Board and Click on Period Close Status of GL for a given Ledger. The above table is a summary of pending transaction for the given ledger in the given period. The details of each pending transaction type is also displayed as a continuation in the page.
GL Pending Transactions: Journals to be Imported
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Tip guides users/ readers to take necessary action to resolve these transactions.
GL Pending Transactions: Journals to be Posted
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Tip guides users/ readers to take necessary action to resolve these transactions.
Hasman Advantage* is a set of proprietary tools and Products that are Developed by us to make our Customers Successful.
These products are aimed at bringing efficiency in our Customers’ Business Operations and reduce overall cost of ownership of their IT investments.
These products are made available to our Customers at a reasonable price or on a subscription basis.
We continuously develop, upgrade and maintain our products to create and enhance business value to our Customers. Such upgrades are made available to our Customers based on certain terms and conditions.
Hasman Advantage* - Oracle R12EBS refers to the applications built by Hasman to cater specifically to the Customers who are using Oracle R12 EBS for their business operations.
For more details about our various products please visit our website www.hasmansoft.com
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Hasman welcomes your comments and suggestions on the quality and usefulness of this publication. Your input is an important part of the information used for revision.
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If you find any errors or have any other suggestions for improvement, please indicate the title and part number of the documentation and the chapter, section, and page number (if available). You can email the comments to us at [email protected]
If you have problems with the software, please contact your Hasman Support
Representative or email us at [email protected]
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Who We Are?
Hasman Software Solutions is incorporated in Dec 2010 with an objective to provide the best and most reliable services to its customers to empower their technology to serve their business more efficiently and satisfactorily.
Hasman is now a talented team of resources with vast experience and expertise in Oracle EBS Suite Technologies, Microsoft Applications, Open Source Applications, Mobile Applications and LMS Applications .
We are highly equipped to deliver and delivered various Application Development, Maintenance, Rollout, Upgrade and Implementation Services in Oracle Applications.
Our reason for existence is, Making YOU Successful!!!
Our Vision
We are the creators of an ecosystem, constituted by diversified communities such as our Customers, Suppliers, Business Leaders, Investors, Authorities and others wherein every community is empowered and nourished to become successful.
Our Mission
To serve various communities in our ecosystem with utmost commitment towards enabling them to achieve their goals. We nurture reliable partnerships with our Customers, Suppliers, Business Leaders, Investors or any other community that we interact with, thereby Making YOU Successful.
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Our Values
Creativity: We demonstrate thought leadership and out of box thinking in every aspect of our business
Integrity: Who we are is our word and an unabated stand for workability
Commitment: We are fully invested in our promise
Responsibility: We assume full ownership of our promise and be a cause in our business
Unreasonability: We go beyond reasons to fulfill our promises
Empowerment: We empower ourselves and every one around us by making them present to their own greatness and excellence
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