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What is a Quality Assurance (QA Check) Check List?

Posted on November 23rd, 2009 by Sanjit Anand |Print This Post Print This Post |Email This Post Email This Post

The QA Check is an automated process that verifies the contract contains the required and correct information. A QA checklist consists of one or more processes (PL/SQL Procedure, PL/SQL Package and Approval Workflow) which are executed at the time of launching QA check. Results of the QA check are returned to user on a screen immediately to troubleshoot any issue with Service Contract Authoring and maintenance.

Oracle provides a seeded QA check list which is also a default one for service contracts. In addition to the seeded QA checklist, we can define other checklists for Service Contracts to meet the specific business needs. The seeded QA checklist is executed automatically for any contract, even an additional QA check list is created for the contract.

dgreybarrow What are the prerequisites?
All the processes must be defined in the Process Definitions form prior to be selected for a QA checklist.

dgreybarrow QA check in Contract Life Cycle:

  1. Contract Authoring: After entering all the required information in the Service contract authoring form contract needs to be submitted for a contract approval workflow. On the Summary Administration tab of Service Contract Authoring Form, there is a Submit button that launches the QA check and then allows the contract to progress through the Approval workflow if it passes.
  2. Contract Maintenance: Contract maintenance includes various types of contract changes such as addition or termination of a service or usage line, changes in billing schedule, price changes etc. QA check is required in order to validate the consistency of the contract after every change. At this stage QA check is launched from the Actions menu.

dgreybarrow Define QA check Process

You can define the Process :

Contract Service Contract Manager .. Setup .. Contract .. Process Definition

Launch a QA check

Action -> QA Check

Following are examples of issues that are tracked in the QA check:

  • Failure to create a billing schedule for the customer.
  • Failure to include an e-mail address for the customer contact.
  • Absence of sales credits for contract lines.
  • Customer credit on hold.

Posted in Service Contracts | No Comments »

Billing for Service Contracts Agreements

Posted on November 20th, 2009 by Sanjit Anand |Print This Post Print This Post |Email This Post Email This Post

In OKS, A billing schedule(or typically consider Billing agreenment schedule) determines when the customer is billed for the services they receive.

Therefore you must specify billing schedules for each contract that you author in Oracle Service Contracts.

Those Contract indirectly created in Oracle Order Management need not to create a billing schedules again.

Typically billing schedules can be defined at the contract header, the contract line, or the subline level.

In order to initiate and complete the billing process for a month, you must run the following concurrent programs:

  1. Service Contracts Main Billing :This program is run from OKS side. It generates a log file of the total value processed, total value successful, and total value rejected for billing. According to pricing attributes set up in the contract and billing schedule, detailed
    transactions are generated in the Service Contracts billing interface table.
  2. AutoInvoice Import Program :This imports the billing transactions from the Service Contracts Main Billing Program into Oracle Receivables and generates the invoice details.AutoInvoice is used to import Transaction Batches and Typically used transaction source as OKS_CONTRACTS.
  3. Service Contracts Fetch Receivables Info for Billing :This concurrent request obtains the invoice number and tax from Oracle Receivables, and updates the contract billing history. This information is displayed in the contract’s billing history.

Posted in Service Contracts | No Comments »

What is OAT(Oracle Asset Tracking) ..

Posted on November 10th, 2009 by Sanjit Anand |Print This Post Print This Post |Email This Post Email This Post

Oracle Asset Tracking is an asset lifecycle management application that provides tracking, visibility and control of dispersed assets for capital-intensive companies. Oracle Asset Tracking maximizes asset utilization and return on investment by automatically synchronizing the operational and physical events of assets with the financial updates in Oracle Assets.

With Oracle Asset Tracking, you can give users access to tracking information without allowing them access to sensitive processes related to assets and purchasing. You can also track inventory items after they have been installed and link financial transactions to the physical movement of equipment.

As part of the Oracle E-Business Suite, Oracle Asset Tracking offers tight integration with other products to provide a comprehensive, reliable and efficient asset lifecycle tracking application. This enterprise-wide integration helps achieve a single source of truth for enterprise assets while reducing the total cost of ownership.

Oracle Asset Tracking (CSE) was a new product in 11.5.10, which integrates with Projects allowing for capitalization of individual items. "Oracle Asset Tracking" was previously known as "Oracle Enterprise Install Base". This application replaced the "Network Logistics" application and CRL functionality in Projects. Oracle Asset Tracking (SCE) is an add-on financial functionality based on transactions managed by Oracle Install Base (CSI).

dgreybarrow Who need this

If you company Business goals are:

  • Create single source of truth for all inventory and asset information
  • Reduce Supply Chain Inventory unit Cost
  • Streamline and automate entire ‘Acquire to Retire’ process

Then owning the OAT is considerable with following Business benifits.

dgreybarrowBusiness Value of Oracle Asset Tracking

  • Accurate and real-time visibility of inventory and assets lead to better forecasting
  • Improved asset utilization and tracking
  • Synchronized Operational and financial asset transactions provide improved fiscal and tax reporting.
  • Integrated asset life cycle management provide fully auditable history of transactions (Movements, Maintenance, attribute updates)

dgreybarrow Who needed Most

Great fit for Industries with large Asset base - such as Telcos, Financial Services, State and Local Gov’ts

Oracle Asset Tracking integrated with multiple 3rd Party and Oracle products

dgreybarrow Functions Supported by Oracle Asset Tracking

This application supports the standard functions found in Oracle Inventory, Oracle Purchasing, Oracle Assets, and Oracle Projects enabled for CRL Financials.

Oracle Asset Tracking supports the following functions:

  • Purchase order receipt of items into Inventory
  • Purchase order receipt of items into operating projects
  • Move orders to issue an item either to a project or directly to a field location
  • Miscellaneous issue to a project or field location
  • Miscellaneous receipt from a project or field location
  • Installation and un-installation of equipment
  • In-service/Out-of-service of equipment
  • Subinventory transfers
  • Inter-organization transfers
  • Miscellaneous receipts and issues
  • Placement of assets into or out of service
  • Retirement and reinstatement of the partial or full cost of an asset
  • Asset item moves and asset item transfers
  • Physical counts
  • Internal sales order shipment

dgreybarrowUnderstanding OAT Integration

Oracle Asset Tracking is a tracking system that integrates with and stores information collected from Oracle Inventory, Oracle Purchasing, Oracle Projects, Oracle Assets, Oracle Payables, and Oracle Install Base. The application facilitates financials transactions based on physical movements of material and equipment, by each instance of such goods. Users can locate the goods instances anywhere in the system, on a warehouse sub inventory,installed in a complex system, or sent out to a project work site. In addition, Oracle Asset Tracking can provide a life-cycle history of all activity for that equipment.The data and information flow can be best understood as per fig 1 below:

OAT Integration

Fig :1 - OAT Integration

dgreybarrow Tracking Internal Products and Assets

The following diagram shows a summary of the Oracle application modules and the transactions associated with Oracle Asset Tracking.

Summary of Oracle Processes that Track Internal Products and Assets

Fig 2: Summary of Oracle Processes that Track Internal Products and Assets

Posted in Oracle Asset | No Comments »

Journal approval – Handling with Temp/Contract staff [ Customization Option ]

Posted on November 9th, 2009 by Sanjit Anand |Print This Post Print This Post |Email This Post Email This Post

Do you know Oracle GL restricts Journal approval process to HR type "Employees" and this approval hierarchy is restrictive....

Business Senarios

Your Company GL team may hires accounting clerks as "temp staff" or "Contract staff", and if it is part of your business process to test workers in these roles before committing to hiring them full time. A main function of the clerk's role is to create and submit Journal Entries to a Manager for approval. This should be a simple process, but if such thing happen your DBA team must manually change each batch to route correctly to the manager.

Where this limitation came from
When the contract worker is submits a journal batch into the work flow, there is an error at the GL Approver Process stage due to no approver being linked
to the contract workers user.

The reason there isn't an approver showing up under the contract worker is due to the table Oracle pulls employees from GL_HR_Employees_current_V

This table is set to "e" = employees So, it only sees users set up as employees. The contract (or contingent) workers are set to "c", thus Oracle doesn't see them (or an approver tied to them) in the workflow.

If you would like for users set up in Oracle as a "Contract" or "Contingent" worker to be able to create and send Journal Entries/Batches to an "Employee" (an employee who is a manager) for approval, then either your HR should create a employee record in HR system(with Flagging] or you have to do a minor Customization in order to achieve.

Posted in Oracle General Ledger | No Comments »

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