ERP (Service Management)

ERP (Purchase & Subcontracting)

Purchase & Subcontracting

# Purchase Request with Normal and Express Mode
# Manual or auto numbering of documents based on request type.
# Multiple items in a single request.
# Attaching price list to a line item.
# User can specify issue list or receipt list for subcontract request.
# If the Purchase / Subcontract request is created through MRP run – Authorized requests can be viewed.
# Subcontract BOM is mandatory in case of Subcontract request.

RFQ / Quotation

Request for Quotation

* RFQ – Against Purchase / Subcontract request.
* RFQ – Auto numbering for both purchase or subcontracting.
* RFQ can be sent to any number of suppliers.
* RFQ has Closing date before which suppliers should send the feedback as Purchase quotation.
* Variance analysis between budgets of different financial periods.

Quotation

* Quotation sent by suppliers against RFQ or without reference are recorded through this activity.
* Quotation interface is common to both Purchase / Subcontract.
* Terms and Conditions are captured through Taxes, Charges and Discounts at document or line level.
* MIS report on quotation gives rate comparison and used to place an order.

Purchase Order


* Record purchase orders from one time / regular suppliers.
* Additional details of PO through terms and conditions.
* Multiple items in a single order.
* Item rate defaulting from supplier / item administration / price list and receipt tolerance at item level.
* Multiple TCD codes – document / item level.
* Centralized Purchase Order and decentralized receipts.
* Lot / Serial no. tracking.
* Excise, VAT, sales tax computation in purchase order.
* TCD handling based on “No Posting” and “Expense / Asset / Liability” posting rules.
* Purchase order document across warehouses.
* Handling purchase lead-time,

Blanket PO / Drop ship PO

Blanket purchase order

* Blanket purchase order.
o Rate based
o Quantity based
o Rate & Quantity based

* Handling release slip.
* Multiple TCD codes handling in Blanket PO.
* Additional remarks through additional information.

Drop ship Purchase Order

* Drop ship Purchase Order against a Drop ship Sale Order. Sale order can results into multiple Drop ship Purchase orders based on number of suppliers involved.
* It is possible to map TCD codes at document / item level

Subcontracting

* Sophisticated and flexible BOM definition – Subcontract request.
* Multiple Bill of Materials for an item.
* Subcontract ordering based on Requests, Bill of Materials and also for adhoc needs.
* Flexible pricing based on pricelist / item based / supplier based rates.
* Multiple TCD Codes – document / item level.
* Excise, VAT, service tax, sales tax compliance.
* Partial receipts and issues for subcontract orders.
* Modification of material issue / receipt list at order level.
* Provision to include for scrap wastage.
* Reconciliation of material consumed by subcontractor vis-à-vis the issued materials.

ERP (CRM)

Event Management

Classification of events
Event planning
Prioritization of events
Association to sales teams

Leads Maintenance

Maintain Leads

* Lead Contact.
o Industry type
o Turnover
o Geographical segment

* Lead Source
o Lead type
o Lead rating
o Lead source information
o Leads interests & feedback

* Assess Lead
o Lead qualifier

* Convert Lead
o Converting lead into an account and opportunity.

Lead – Account Conversion

Assessment of leads
Conversion of leads

Account and Contact Management

Maintain Accounts

Account types, industry, turn over, market potential, sales person

Current Setup

* Problems faced
* Pain areas
* Expectations

Maintain key contacts

Opportunity Creation and Assessment

* Manage Opportunity

o Lead information, lead requirements, leads interests.
o Sales stage (current status of the opportunity).
o Competitors in race.
o Expected order date.
o Estimated revenue model & value.

Sales person Task Reporting

Maintain sales task

* Creation of task plan.
* Planned task authorization.
* Task booking against planned tasks.
* Task booking against lead, opportunity or account.
* Task booking authorization by supervisor.
* Supervisor remarks on the task performed.
* Execute sales administrative duties.

Inquiry Tracking

Mode of enquiry capture
Details of enquiry capture
Association to sales teams

Maintain Sales Order

Order acknowledgement
Delivery date commitment
Reference to quotation
Revenue allocation to cost center

Maintain Packslip

Shipment of goods from project zone
Capture of lot/serial numbers

Maintain Customer Order Invoice

Provision to modify price
Payment terms capture
Multiple invoices against single order

Maintain Customer Receipt

Receipt at bank/cash
Adjustment with Invoice
Bank charges accounting

ERP (Cost Planning & Control)

Cost Budget


* Cost budget for each financial period.
* Cost budget for each cost center.
* Cost budget for each account code.
* Comparison of budgets of different periods.
* Variance analysis based on actual amount Vs budgeted amount.
* Variance analysis between budgets of different financial periods.

Cost Setup

Cost Center

* Detailed and Group Cost Center.
* Effective dates can be provided.
* Cost center structure can be maintained.

Cost Element

* Activity Based cost element and normal cost element.
* Ledger asset, income and expenditure codes can be created as cost element.
* Ledger code itself can be created as cost element
* Effective dates can be provided.
* Same cost element can be mapped to multiple cost centers.

Cost Rollup

DP Roll up gives users a facility to compute the cost of item that is either manufactured or subcontracted.

* Purchased and subcontracted item can be rolled up.
* Errors on rollup can be verified and rectified.
* Basis of rollup can be maximum, minimum or average.
* Tolerance can be defined for additional cost burden.
* Cost burden can be applied and updated in the inventory.

Cloud Computing &Oracle -3

GETTING STARTED WITH CLOUD BACKUP
-----------------------------------
Sign up for Amazon S3 Service
The first step in getting started with the Oracle Secure Backup Cloud module is to
sign up for Amazon S3. This can be done by visiting the Amazon S3 website
(http://aws.amazon.com/s3). Upon successful registration, users will be
provided a pair of access identifiers called the Access Key ID and the Secret Access Key.
These access identifiers can be retrieved from the Amazon S3 web site by hovering
the mouse over the “Your Web Services Account” button on the upper right hand
side corner of the page and then clicking on the “AWS Access Identifiers” link.

Register for an Oracle.com or Oracle Technology Network (OTN) Account
--------------------------------------------------------------------------
An Oracle.com or OTN account is required to install the Oracle Secure Backup
Cloud module. New accounts may be created by visiting the OTN website
(http://otn.oracle.com) and clicking on the “Sign In/Register for Account” link at
the top of the page.

Install the Oracle Secure Backup Cloud Module
----------------------------------------------
The next step is to download the Oracle Secure Backup Cloud module install tool
from OTN, and run it to install and configure Cloud backups. The install tool is
pre-packaged with the AMIs provided by Oracle to ease Oracle software
deployment on Amazon EC2. Therefore, if the database being backed up is
running on Amazon EC2, there is no need to download the install tool – it can be
found in the /home/oracle/scripts/osbws directory.
The install tool can be invoked as follows:

$java -jar osbws_install.jar -AWSID -AWSKey
-otnUser -otnPass -walletDir -configFile -libDir
-proxyHost wwwproxy.
smallcompany.com

Oracle Secure Backup Database Web-Service Install Tool
OTN userid is valid.
AWS credentials are valid.
Creating new registration for this S3 user.
Created new log bucket.
Registration ID: 0f0a8aac-dad0-6254-7d70-be4ac4f112c4
S3 Logging Bucket: oracle-log-jane-doe-1
Create credential oracle.security.client.connect_string1

OSB web-services wallet created in directory
/orclhome/dbs/osbws_wallet.
OSB web-services initialization file /orclhome/dbs/osbwst1.ora
created.

Downloading OSB Web Services Software Library.
Downloaded 13165919 bytes in 204 seconds.
Transfer rate was 64538 bytes/second.
Download complete.
Extracted file /orclhome/lib/libosbws11.so

As can be seen from the above sample output, the install tool automatically
performs all the required steps to install and configure the Cloud backup module –
including downloading the software, creating a wallet containing the user’s AWS
identifiers, and creating the Cloud backup configuration file.
More details on how to run the install tool and the description of all of its
arguments can be found in the install tool readme document.

Configure Recovery Manager (RMAN) Settings
---------------------------------------
This optional, but highly recommended, step stores the configuration information
for the Cloud Backup module in the RMAN repository so that it does not need to
be specified each time a backup is invoked.

RMAN> configure channel device type sbt parms
'SBT_LIBRARY=/orclhome/lib/libosbws11.so
ENV=(OSB_WS_PFILE=/orclhome/dbs/osbwst1.ora)';

using target database control file instead of recovery catalog
new RMAN configuration parameters:

CONFIGURE CHANNEL DEVICE TYPE 'SBT_TAPE' PARMS
'SBT_LIBRARY=/orclhome/lib/libosbws11.so
ENV=(OSB_WS_PFILE=/orclhome/dbs/osbwst1.ora)';

new RMAN configuration parameters are successfully stored

Once the above step is completed, the system is fully configured for Cloud
backups. Cloud Backups can now be performed using the same RMAN commands
you usually use.

Similarly, all Cloud backup operations will be catalogued by RMAN in the same
manner as local disk or tape backups are, thereby ensuring a completely transparent
and seamless restore/recovery process. In another words, when a restore/recover
operation is initiated, RMAN and Oracle Secure Backup Cloud module will
automtically restore the required data from the Cloud - without requiring any
special user intervention.

Oracle recommends the following to optimize the
------------------------------------------------
• Use multiple RMAN channels. Prior to Oracle Database 11g, each datafile
could only be backed up by one RMAN channel. Consequently, the
effective degree of parallelism is limited by the number datafiles in the
database. Oracle Database 11g however has intra-datafile parallelism
capability that allows multiple channels to backup a single file in parallel.

• Compress your backups and use the new Oracle Database 11g Fast
Compressed Backup feature. Compared to pre-11g backup compression,
Oracle Database 11g Fast Backup Compression is significantly faster and
more efficient (in terms of CPU overhead).
• Consider making full database backups once a week and perform
incremental backups during the weekdays. This will results in faster
backups and may help save significant amount of network bandwidth. Use
the RMAN Block Change Tracking feature to optimize the performance
of your daily incremental backups.