Saturday, May 30, 2015

Oracle R12 Order Management - Back to Back (B2B) Order Flow

Oracle R12 Order Management - Back to Back (B2B) Order Flow:

Back to Back Order type is used in the below scenarios:

1. If the Customer ordered part is not in stock
2. If the Customer ordered part is not manufactured 
3. Customer will place the order to the organization, organization will generate the purchase order to the supplier and the supplier will ship the parts to the organization and organization ships the part to the customer.
4. Here in Back to Back order Sales order is linked to the purchase order

The below attributes should be defined in Item Master for the items as B2B Orderable:

  • In Purchasing Tab - Purchased, Purchasable, Use Approved Supplier, Default Buyer & List Price to be defined
  • In General Planning Tab - To be defined as "Buy"
  • In Work In Process Tab - "Build in WIP" attribute flag to be enabled
  • In Order Management Tab - Customer Ordered, Customer Orders Enabled, Shippable, OE Transactable & Assemble to Order flag to be enabled
  • B2B Orderable Items should be assigned in the order receiving organization.
  • B2B Orderable Items should be defined in the Price List






Oracle Order Management - Back to Back Order Flow:

  • Enter a sales order and enter the B2B Item

Ensure whether the ATO flag is enabled in sales order line level - Main tab & Source Type is "Internal" in Shipping tab.




Once the Sales order is entered for the B2B Part, the Sales order Line status will be "Entered"
  • Book the sales order 


Once the Sales order is booked, the Sales order Line status wil be "Supply Eligible"

  • Progress the B2B Orderable

Right Click on the line and select Progress Order, Create Supply Order - Eligible Windows Opens. Click OK.



Once the Progress order is done for the Sales order line, the Sales order Line status will be "External Req Requested"




  • Import the Requisition
Run the Requisition Import Concurrent with Import Source as CTO


  • Query the B2B Part number in Requisition Summary
Requisition would have been created with Sales Order details in Note to Buyer 


you can see the sales order delivery line id is linked with requisition, while querying in "po_requisition_header_all" table for the requisition header id.


Once the Requisition is imported, the sales order line status will be "External Req Open"



  • Auto create the Purchase Release 
Query the Requisition in Auto Create form and Auto create the Purchase order for the defined supplier.




Once the purchase order is created & approved, the sales order line status will be "PO Open"


  • Receive the parts

Query the PO number in the Receipt form and receive the part.



Once the receipt is created, the sales order line status will be "In Receiving"




  • Inspect the parts

Query the receipt number in Receiving Transaction form and accept the part.




  • Deliver the parts

Query the receipt number in Receiving Transaction form and deliver the part.



Once the part is delivered to the subinventory, the sales order line status will be "Awaiting Shipping"




  • Stage pick & Ship the parts
Release and ship the sales order 


Please note below the sales order line status for each activity in Back to Back order flow in Oracle R12 Order Management.


Wednesday, May 20, 2015

Oracle AIM Documentation

Oracle AIM Documentation

In Continuation to my previous post on Oracle Application Implementation Methodology Phases & Processes. In this post, provided the deliverable of Oracle AIM Processes.

Oracle AIM encompasses a project management methodology with documentation templates that support the life cycle of an implementation. The life cycle methodology and documentation template allows AIM to be a very useful tool for managing implementation projects successfully.

Oracle AIM Life Cycle:
Application Implementation Method is a proven approach for all the activities required to implement oracle applications. There are eleven processes of implementation.

1.     Business Process Architecture [BP]

This phase explains the Existing Business Practices, Catalog change practices, Leading practices & Future practices

BP010            Define Business and Process Strategy
BP020            Catalog and Analyze Potential Changes
BP030            Determine Data Gathering Requirements
BP040            Develop Current Process Model
BP050            Review Leading Practices
BP060            Develop High-Level Process Vision
BP070            Develop High-Level Process Design
BP080            Develop Future Process Model
BP090            Document Business Procedure

2. Business Requirement Definition [RD]

This phase explains about the initial baseline questionnaire and gathering of requirements.

RD010             Identify Current Financial and Operating Structure
RD020             Conduct Current Business Baseline
RD030             Establish Process and Mapping Summary
RD040             Gather Business Volumes and Metrics
RD050             Gather Business Requirements
RD060             Determine Audit and Control Requirements
RD070             Identify Business Availability Requirements
RD080             Identify Reporting and Information Access Requirements

3. Business Requirement Mapping [BR]

In this phase the requirements of business are matched with the standard functionality of the oracle applications.

BR010             Analyze High-Level Gaps
BR020             Prepare mapping environment
BR030             Map Business requirements
BR040             Map Business Data
BR050             Conduct Integration Fit Analysis
BR060             Create Information Model
BR070             Create Reporting Fit Analysis
BR080             Test Business Solutions
BR090             Confirm Integrated Business Solutions
BR100             Define Applications Setup
BR110             Define security Profiles

4. Application and Technical Architecture [TA]

This outlines the infrastructure requirements to implement oracle applications.

TA010             Define Architecture Requirements and Strategy
TA020             Identify Current Technical Architecture
TA030             Develop Preliminary Conceptual Architecture
TA040             Define Application Architecture
TA050             Define System Availability Strategy
TA060             Define Reporting and Information Access Strategy
TA070             Revise Conceptual Architecture
TA080             Define Application Security Architecture
TA090             Define Application and Database Server Architecture
TA100             Define and Propose Architecture Subsystems
TA110             Define System Capacity Plan
TA120             Define Platform and Network Architecture
TA130             Define Application Deployment Plan
TA140             Assess Performance Risks
TA150             Define System Management Procedures

5. Build and Module Design [MD]

This phase emphasizes the development of new functionality (customization) required by the client. It mainly details how to design the required forms, database and reports.

MD010           Define Application Extension Strategy
MD020           Define and estimate application extensions
MD030           Define design standards
MD040           Define Build Standards
MD050           Create Application extensions functional design
MD060           Design Database extensions
MD070           Create Application extensions technical design
MD080           Review functional and Technical designs
MD090           Prepare Development environment
MD100           Create Database extensions
MD110           Create Application extension modules
MD120           Create Installation routines

6. Data Conversion [CV]

Data Conversion is the process of converting or transferring the data from legacy system to oracle applications. Ex. Transferring customer records from the legacy to the Customer Master.

CV010             Define data conversion requirements and strategy
CV020             Define Conversion standards
CV030             Prepare conversion environment
CV040             Perform conversion data mapping
CV050             Define manual conversion procedures
CV060             Design conversion programs
CV070             Prepare conversion test plans
CV080             Develop conversion programs
CV090             Perform conversion unit tests
CV100             Perform conversion business objects
CV110             Perform conversion validation tests
CV120             Install conversion programs
CV130             Convert and verify data

7. Documentation [DO]

Documentation prepared per module that includes user guides and implementation manuals.

DO010            Define documentation requirements and strategy
DO020            Define Documentation standards and procedures
DO030            Prepare glossary
DO040            Prepare documentation environment
DO050            Produce documentation prototypes and templates
DO060            Publish user reference manual
DO070            Publish user guide
DO080            Publish technical reference manual
DO090            Publish system management guide

8. Business System Testing [TE]

A process of validating the setup’s and functionality by QA (Functional Consultant) to certify status.

TE010              Define testing requirements and strategy
TE020              Develop unit test script
TE030              Develop link test script
TE040              Develop system test script
TE050              Develop systems integration test script
TE060              Prepare testing environments
TE070              Perform unit test
TE080              Perform link test
TE090              Perform installation test
TE100              Prepare key users for testing
TE110              Perform system test
TE120              Perform systems integration test
TE130              Perform Acceptance test

9. Performance Testing [PT]

Performance testing is the evaluation of transactions saving time, transaction retrieval times, workflow background process, database performance, etc

PT010              Define Performance Testing Strategy
PT020              Identify Performance Test Scenarios
PT030              Identify Performance Test Transaction
PT040              Create Performance Test Scripts
PT050              Design Performance Test Transaction Programs
PT060              Design Performance Test Data
PT070              Design Test Database Load Programs
PT080              Create Performance Test Transaction Programs
PT090              Create Test Database Load Programs
PT100              Construct Performance Test Database
PT110              Prepare Performance Test Environment
PT120              Execute Performance Test

10. Adoption and Learning [AP]

This phase explains the removal of the legacy system and oracle application roll out enterprise wide.

AP010             Define Executive Project Strategy
AP020             Conduct Initial Project Team Orientation
AP030             Develop Project Team Learning Plan
AP040             Prepare Project Team Learning Environment
AP050             Conduct Project Team Learning Events
AP060             Develop Business Unit Managers’ Readiness Plan
AP070             Develop Project Readiness Roadmap
AP080             Develop and Execute Communication Campaign
AP090             Develop Managers’ Readiness Plan
AP100             Identify Business Process Impact on Organization
AP110             Align Human Performance Support Systems
AP120             Align Information Technology Groups
AP130             Conduct User Learning Needs Analysis
AP140             Develop User Learning Plan
AP150             Develop User Learning ware
AP160             Prepare User Learning Environment
AP170             Conduct User Learning Events
AP180             Conduct Effectiveness Assessment

11. Production Migration [PM]

The process of “decommissioning” of legacy system and the usage (adoption) of oracle application system.

PM010            Define Transition Strategy
PM020            Design Production Support Infrastructure
PM030            Develop Transition and Contingency Plan
PM040            Prepare Production Environment
PM050            Set Up Applications
PM060            Implement Production Support Infrastructure
PM070            Verify Production Readiness
PM080            Begin Production
PM090            Measure System Performance
PM100            Maintain System
PM110            Refine Production System
PM120            Decommission Former Systems
PM130            Propose Future Business Direction

PM140            Propose Future Technical Direction

Oracle Application Implementation Methodology- Oracle AIM

Oracle Application Implementation Methodologies:

•      Oracle AIM 3.1 (Application Implementation Methodology)
•      Oracle EMM (Easy Migration Methodology)
•      Oracle Unified Method (OUM)

Oracle AIM:
•      Oracle AIM is a methodology showing what tasks are required, what order it should be completed in and what resources are required
•      Oracle AIM provides templates for all the tasks that require them.
•      The methodology is purpose built for Oracle Applications and the detailed deliverables produced are designed with the Oracle Application products in mind.

Oracle AIM Structure:
•      A phase is a chronological grouping of tasks. It enables a flexible way to organize tasks, schedule major deliverables, and deliver projects.
•      A process is a closely related group of dependent tasks which meets a major objective. A process is usually based on a common discipline.
•      A task is a unit of work, which results in a single deliverable. I. e reports, schedules, code, or test results for example.

Oracle AIM Process Flow:

























Oracle AIM Project Phases:
•      An AIM project is conducted in phases that provide quality and control checkpoints to co-ordinate project activities that have a common goal.
•      During a project phase, project team will be executing tasks from several processes
•      Oracle AIM Project Phases as follows (6 Phases)
–     Definitions
–     Operation Analysis
–     Solution Design
–     Build
–     Transition
–     Production
  


Oracle AIM Phases:

•      Definition
–     Plan the project
–     Review the organization's business objectives
–     Evaluate the feasibility of meeting those objectives under time, resource, and budget constraints
–     Emphasis is on building an achievable work plan and introducing it with guidelines.
–     Strategies, objectives and approaches are determined for each AIM process

•      Operations Analysis
–     Project team develops Business Requirements
–     Assess the level of fit between the business requirements and standard application functionality.
–     Gaps are identified and corresponding solutions developed.
–     Solutions for gaps evolve into detailed designs during Solution Design.

•      Solution Design
–     Develop the detailed designs to meet the future business requirements.
–     Project team members create detailed narratives of process solutions developed during Operations Analysis
–     Supporting business requirements may require building application extensions to standard features
–     The project team carefully scrutinizes these solutions and chooses the most cost effective alternatives.

•      Build
–     Coding and testing of all customizations and other custom software
–     Coding & testing of enhancements, data conversions, and interfaces
–     Policy and procedure changes relating to business process modifications are developed.
–     Business system testing is performed to validate that the developed solutions meet business requirements.

•      Transition
–     Deploys the finished solution into the organization
–     The project team trains the end users
–     Technical team configures the production environment and converts data
–     Transition ends with the cutover to production, when end users start performing their job duties using the new system.

•      Production
–     It marks the last phase of the implementation, and the beginning of the system support cycle.
–     The Information Systems (IS) personnel work quickly to stabilize the system and begin regular maintenance.
–     Provide the ongoing support to the organization for the remaining life of the system.
–     Compare actual results to project objectives.

Oracle AIM Processes:

•      A process in AIM represents a related set of objectives, resource skill requirements, inputs, and deliverable outputs.
•      A task can belong to only one process.
•      Project team members are usually assigned to a process according to their specialization and background.
•      12 Processes as referred in AIM –
–     Project Management
–     Business Process Architecture
–     Business Requirement Definition
–     Business Requirement Mapping
–     Application & Technical Architecture
–     Module Design & Build
–     Data Conversion
–     Documentation
–     Business System Testing
–     Performance Testing
–     Adoption & Learning
–     Production Migration


•      Project Management (PJM)
–     Task Code/ID : CR: Control & Reporting, WM: Work Management, RM: Resource Management, QM: Quality Management & CM: Configuration Management
–     Project & Phase Planning, Execution, Control, Reporting & Completion
–     Work Management & Resource Management
–     Quality Management & Configuration Management
–     Project Management itself is a comprehensive process and has separate way to handle it, i.e. PMBOK , Oracle PJM etc



•      Business Process Architecture
–     Task Code/ID : BP
–     Provide the framework for combining change in business processes with implementation of software applications
–     It focuses on high-level business processes and operations generally applicable to the organization
–     Make business focused decisions either to change the current processes to suit the application or to customize the application.

•      Business Requirements Definition
–     Task Code/ ID: RD
–     Defines the business needs that must be met by the implementation project.
–     Develop a complete set of business requirements scenarios that can be used to map business requirements to application functionality.
–     Analyze and identify the reporting requirements for the business
–     Carefully document audit and control requirements to satisfy financial and quality policies.

•      Business Requirements Mapping
–     Task Code/ ID: BR
–     Ascertain the fitness for use of application features in satisfying detailed business requirements expressed at a business process step level.
–     Business Requirements Mapping encompasses the following areas:
•      Mapping
•      Business system testing
•      Application setups
–     Mapping is an iterative approach with the following objectives:
•      Prove business process designs through demonstration
•      Identify gaps in the application
•      Propose feasible bridges to gaps

•      Application & Technical Architecture
–     Task Code/ ID: TA
–     Design an information systems architecture to realize the business vision.
–     This process divide into two areas:- 1. Application Architecture, 2. Technical Architecture
–     The process takes the business and information systems requirements and develops a blueprint for deploying and configuring:
•      Oracle, third-party, and custom applications
•      Supporting application server environments
•      Critical interfaces and data distribution mechanisms between applications, servers, and sites
•      Computing hardware, including servers and client desktop platforms
•      Networks and communications infrastructure

•      Module Design & Build
–     Task Code/ ID: MD
–     Focus on the design and development of customizations to satisfy functionality gaps identified during Business Requirements Mapping (BR).
–     Modification — changes to the base Oracle Applications code
–     Extension — new forms, reports, programs, tables, interfaces and triggers that add functionality without changing the base application code
–     Configurable Extension — addition of functionality through  flex fields, alerts, and other configuration options provided by the Applications

•      Data Conversion
–     Task Code/ ID: CV
–     Convert and test all necessary legacy data for the operation of the new system
–     Conversion Approaches
•      Manual Conversions
•      Programmatic Conversion with or w/o tools
•      Automated Data Entry

•      Documentation
–     Task Code/ ID: DO
–     Reference that shows the users how to use application functionality
–     Set of procedures for using the application in response to day-to-day business events
–     Documents that describe the technical details of the application for the maintenance staff
–     Produce a set of procedures for managing the system

•      Business System Testing
–     Task Code/ ID: TE
–     Three main aspects of Business Testing – Planning, Early Introduction of Testing & CRP
–     Business System Testing does not address performance testing or the testing of data conversion programs

•      Performance Testing
–     Task Code/ ID: PT
–     Enables you to define, build, and execute a performance test.
–     To make decisions on whether the performance is acceptable for the business
–     Propose tactical or strategic changes to address the performance quality shortfall.
–     Automated V/s Manual
–     Types of Performance Testing
•      System Performance
•      Module/ Code Performance
•      Hardware and Networks

•      Adoption & Learning
–     Task Code/ ID: AP
–     Training prepares both users and administrators to assume on the tasks of running the new application system
–     Adoption and Learning impacts the following five major audiences:
•      Executives
•      Implementation project teams
•      Functional managers
•      Users
•      Information technology groups

•      Production Migration
–     Task Code/ ID: PM
–     To migrate the organization, systems, & people to the new enterprise system
–     Assessing readiness for transition to production
–     Executing cutover to the new system
–     Conducting post-production support

Oracle AIM Advantages:

•      Oracle's AIM is a proven approach for implementing packaged applications. It comprises a set of well-defined processes that can be managed in several ways to guide you through an application implementation project.

•      AIM provides the tools needed to effectively and efficiently plan, conduct, and control project steps to successfully implement business solutions.

•      AIM defines business needs at the beginning of the project and maintains their visibility throughout the implementation.

•      It defines internal, external, and time sensitive business events and maps each event to the responding business and system processes.

•      Client gains an accurate understanding of the business requirements that need to be focused on during the course of the implementation.