oracle order management 11i three real life implementation case studies
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Oracle Order Management 11i Three Real Life Implementation Case StudiesJoseph Lenard Laurel Glowacki Garry Pearson Technology Solutions CompanyOAUG Fall 2001
Overview
Overview Case 1 - Releases 11.5.1 and 11.5.2 Case 2 - Release 11.5.3 Case 3 - Release 11.5.4 Questions
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Case Study 1 - Overview
Major computer parts company Implementing releases 11.5.1 and 11.5.2 Modules included Financials Order Management, Pricing, Shipping, Inventory, Costing, Quality, Planning and Purchasing
Financials go live August 2000 (11.5.1) Split go live Sales and Distribution now Repair and Service later
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Case Study 1
Requirements Improve reporting on inventory costs Improve inventory management Reduce order fulfillment cycle Statistics 2000 sales orders received daily 85% of sales orders obtained electronically 96%+ 24 hour fill rate 90% of items under serial control
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Case Study 1
Financials on 11.5.1; Distribution of 11.5.2 Upgrade and more patches Wheres the Documentation TRMs now on CD Incomplete OM, Shipping and Pricing documentation OE Super Users vs. OM Super User Auto detail vs Auto Allocate RMA Interface, Invoice Interface
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Case Study 1
Imbedded Workflow Configuration of Workflow 11i Workflow training Three Workflow background processes Monitoring of Workflow Administrator? Workflow misfires
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Case Study 1
Customized Workflow Created QUOTE_ONLY Workflow Modified CLOSE_HEADER_PROCESS Modified HEADER_LEVEL_INVOICE_FLOW and STANDARD_HEADER Modified RMA_FOR_CREDIT_WH_SHIPMENT
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Case Study 1
Pick Release and Pick Wave Move Orders Auto Pick Confirm Ship confirm the old way Need for move stations Pick slip number visible Excessive data being created Auto create delivery Move order lines Purge routines
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Case Study 1
Shipping Execution Ship sets (Ship/Arrival) Ship Partial Release in full and move in full Freight cost calculation and label generation
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Case Study 1
Reports Pick, Move, Pack and Ship Slip Custom reports Number of orders received Received but not booked Booked but not released Released but not picked/moved Picked/moved but not shipped Shipped but not invoiced
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Case Study 1
Interfaces and Conversion Order Import running every 30 minutes OE_ACTIONS_IFACE_ALL - Booked Flag New Customer import process due to volume of new customers Conversion of items, price lists, stock locators, on-hand balances, etc.
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Case Study 1
Go Live! - 31-MAR-2001 Staging sub-inventory set as locator controlled INV: Debug YES Length of serial numbers Pick release of back orders Release in full/move in full Reservations Skewed ATP Item reservations not changing but increasing
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Case Study 1
Trip Stop Interfaces Inventory Interface Order Management Interface Shipped but awaiting shipping Cursor already open Ship set breakage failures Delivery detail failure to import Inventory not found Negative balances not allowed
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Case Study 1
Next Steps Repair and returns processing with WIP, BOM, Service and iSupport iStore and iPayment GAPS no longer Combined order/return sales order types Importing returns Integration of the iPayment server with OM
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Case Study 2 - Overview
High tech startup company Implementing releases 11.5.3 Modules included Financials Order Management, Pricing, Shipping, Inventory, Costing, Quality, Planning and Purchasing Configurator Projects Big Bang!
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Case Study 2
Benefits of Case Study 1 Team Shared experience: TARS and Patches Past issues Documentation
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Case Study 2
BOL (Business on Online) No SQL*Plus access to production No system administration functions allowed Patch application redtape
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Case Study 2
Configurator Lack of documentation Excessive TARS Java and Apache listener issues
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Case Study 2
Next Steps Completed basic functionality of OM, Shipping and Pricing Configurator still an issue
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Case Study 3 - Overview
Manufacturing company specializing in engineer-toorder Implementing releases 11.5.4 Modules included Financials Order Management, Pricing, Shipping, Inventory, Costing, Quality, Planning and Purchasing Projects, Human Resources Flow Manufacturing CRM
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Case Study 3
Benefit of experience again Team comprised of many of the team members in case study 1 and 2
Hey thats my patch! Many post 11.5.4 consolidation pack patches were created by the teams in case study 1 and 2 Includes OM, Shipping and Inventory patches
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Case Study 3
Post bleeding edge No more documentation concerns Imbedded workflow understood Integration points between OM-INV-WSH understood Configurator Back to the basics How do we enable this high tech manufacturing company best take advantage of this integrated solution?
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Summary
Lessons Learned Team members had both technical and functional experience Oracle Support analysts were very green to 11i Spreadsheet patch logs containing 1000+ patches Project management conventions were thrown away Bleeding edge impact Plan and budget for TAR Management
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Conclusion
Expect some bumps Expect frustration Expect more patches Make friends with Support Analysts (and Development) Read the documentation (and ask for the latest stuff)
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Q&A
Questions? [email protected] [email protected] [email protected]
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