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Making Things Simple for YOU

Evosys
Oracle EBS Upgrade Services

New & Enhanced Features R12 & 12.1.1

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

New & Enhanced User Interface


Improved User Productivity Across the Suite 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

MOAC: Multi-Org Access Control


Role based access to Operating Units
Perform multiple tasks across operating units without changing responsibilities India Legal Entity USA Legal Entity Functional Tasks
 Order Management  Requisition, Demand & Purchase Orders  Receiving & Drop Ship  Invoice Receipt, Disbursement  Customer Data Management  Accounting Setup

Mumbai UAE
Operating Unit Legal Entity

Delhi
Operating Unit

KSA Dallas
Legal Entity Operating Unit

Responsibility

Responsibility Single Responsibility

Responsibility

Benefits: Streamlined Shared Service Center Operations Access, 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.

Multiple Organization Access Control


Summary 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 EBusiness 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 nonnumeric 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 Administration
New User Interface

Salary Administration
Detailed History and Comparisons

Checklists
Expedites 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

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

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iRecruitment Interview Management in HTML Pages Centralized Recruitment Communication workbench in applicant record (HTML Page) Notification for New Job and Applicant Status Change


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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

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.

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Field Service Technician and Administrator Portals

Trunk Stock Management and Debrief Trunk Stock Visibility On 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

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Field Service

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.

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Field Service

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

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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 The Service Request Form s Tools Menu items have been

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

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