MavenWire

Integrating EBS and OTM:Understanding the Process Flows and Avoiding Pitfalls

OTM SIGUser Conference ‘07

July 2007

MavenWireIntegrating EBS and OTM: Process Flows and Pitfalls

Agenda

High Level Overview of the EBS/OTM IntegrationTechnical Requirements and InstallationData Flows

Entity Mapping / TerminologyProcesses FlowsShared Data

Lessons LearnedQ and A / Discussion

MavenWireIntegrating EBS and OTM: Process Flows and Pitfalls

Objectives

Present an overview of Oracle’s pre-packaged EBS/OTM integrationShare the lessons learned while implementing with early-adopter clientsShow how to best leverage the integration flows while avoiding pitfalls and duplicate workAnswer your questions and have an open, interactive discussion

MavenWireIntegrating EBS and OTM: Process Flows and Pitfalls

High Level Overview – EBS / BPEL / OTM

MavenWireIntegrating EBS and OTM: Process Flows and Pitfalls

Technical Requirements

E-Business Suite11i.10

Oracle Transportation Management5.5 CU2 (CU3 recommended)

Oracle Application Server10gR2

BPEL Process Manager10.1.2.0.2

MavenWireIntegrating EBS and OTM: Process Flows and Pitfalls

Technical Requirements (cont)

EBS Patches3480000 55160074712852 55924405086184 56028505234512 56040465309217 56108235470818 57057605560931 57169625532582 5711923

OTM Patches5730027

BPEL Patches48690105638122

(Current as of February 2007)

MavenWireIntegrating EBS and OTM: Process Flows and Pitfalls

Data Flows - Terminology

EBS Delivery = OTM Order ReleaseEBS Trip = OTM Planned ShipmentEBS Service Levels = OTM Transport Modes

EBS Org ~ OTM Domain EBS Concurrent Process ~ OTM Automation Agent

MavenWireIntegrating EBS and OTM: Process Flows and Pitfalls

Data Flows – Rate and Route Estimation

MavenWireIntegrating EBS and OTM: Process Flows and Pitfalls

Data Flows – Sales Orders to Shipments

MavenWireIntegrating EBS and OTM: Process Flows and Pitfalls

Data Flows – Freight Invoices to A/P

MavenWireIntegrating EBS and OTM: Process Flows and Pitfalls

Data Flows – Inbound POs

MavenWireIntegrating EBS and OTM: Process Flows and Pitfalls

Lessons Learned – Planning & Communication

Planning is Critical!Set Realistic Expectations

OTM is new to Oracle FamilyFirst release of EBS / OTM integration

Two Apps = Two TeamsImplementers must CooperatePower Users will use both Apps

Gap Analysis is Critical!Does it fit your business process?Customizations may be required

Have Well-Defined (Strict) Process FlowsApps do not limit what the user can do

MavenWireIntegrating EBS and OTM: Process Flows and Pitfalls

Lessons Learned – Data Sync Issues

EBS is the data master!Data Mapping based on EBS assigned IDs

Naming Conventions (car-*, loc-*, etc)Environment Migration

Data Entities that require manual syncTime ZonesUnits of MeasureItem Masters / Carrier EquipmentService Levels / Modes of TransportCarriers *

Rate Offering configuration in OTMRefnum and Servprov Qualifiers for A/P

MavenWireIntegrating EBS and OTM: Process Flows and Pitfalls

Lessons Learned – Process Flow Issues

Changes to Ship DateNeeds to be done in EBS **

Changes to Warehouse / Ship-FromNeeds to be done in EBS

Changes to CarrierNeeds to be done in EBS

Ship-Confirm in EBS – No Turning BackIn OTM, not locked, even after POD

WMSChanges Order Lines – new Delivery

MavenWireIntegrating EBS and OTM: Process Flows and Pitfalls

Lessons Learned – Pitfalls

Team CommunicationData SynchronizationLack of Documentation

Installation / ConfigurationBest Practices

Process FlowsCan cause double-booking

Error HandlingEBS => BPEL => OTM and backTime spent debugging issuesError / Failure Notification

Finding Qualified HelpProduct ExpertsSupport

MavenWireIntegrating EBS and OTM: Process Flows and Pitfalls

Q & A and Discussion

Questions?

MavenWire

Thank You!