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TCA (Trading Community Architecture) in R12 and Beyond

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TCA (Trading Community Architecture) in R12 and Beyond Presenter: Malik Aziz Why TCA Matters: What you get Architecture to model your customers and other trading ... – PowerPoint PPT presentation

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Title: TCA (Trading Community Architecture) in R12 and Beyond


1
TCA (Trading Community Architecture) in R12 and
Beyond
  • Presenter Malik Aziz

2
Presenter Introduction
  • Malik Aziz, Rockland System Solutions
  • 15 Years of experience in Financials and Supply
    Chain
  • 12 Years of experience in implementation of
    Oracle eBusiness Suite and Oracle Certified
    Professional (OCP)
  • Numerous Oracle ERP Implementation projects
    varying in size
  • Currently with BCGOV as Solution Architect /
    Oracle Apps Specialist

3
Presenter Introduction
  • Rockland System Solutions
  • Specializes in ERP and application integration.
  • Core competencies include
  • Management consulting and business advisory
    services
  • Project management services
  • Architecture services
  • ERP implementation services
  • Data warehouse solutions
  • System integration services
  • Business analysis and design services

4
Agenda
  • Trading Community Architecture (TCA)
  • What is TCA and its background
  • TCA data model and its components
  • TCA in R12 and beyond
  • Why TCA matters
  • QA

5
What is TCA and its Background
  • A Trading Community is
  • The participants in a community and their
    relationship to one another

6
What is TCA and its Background
  • TCA Trading Community Architecture
  • Provides a single, universal definition of
    trading partners across applications and job
    function
  • TCA is an Data Model it is not a Module

Oracle E-Business Suite Application Families
3rd Party Systems
Sales
Service
Marketing
Financials
HR
TCA Enabling Infrastructure Common Party UI, DQM,
DB Integration, APIs
TCA Data Model HZ Schema
7
What is TCA and its Background
  • A Trading Community Architecture
  • is a way to understand who our trading partners
    interact with inside and outside the enterprise.
  • puts a foundation in place for a trading partner
    model
  • Linking Suppliers and Customers
  • Online Marketplace
  • Shared Service Centers

8
What is TCA and its Background
  • How did TCA come about?
  • First introduced in 11i
  • Introduction of Oracle CRM application
  • Requirement for a common customer model for all
    Oracle Applications
  • Model evolved from working with ERP and CRM teams
    to create a view of the customer base which
    supports all flows throughout the E-Business
    Suite
  • To support both B2B and B2C business models.
  • Re-architected to enable future support for
    entire trading Community

9
What is TCA and its Background
  • Guiding Principles of TCA
  • Create a central repository for the entire
    E-Business Suite to store information relating to
    all members of a trading community versus
    separate tables for each member
  • Prospects, Customers, Contacts, Employees,
    Partners, Distributors, Suppliers, Banks, etc.
  • Record complex business relationships between
    Trading Community entities (including 3rd party
    relationships)
  • Support all business models, industries, and
    geographies

10
TCA Data Model
Organizations (Organization)
AR (Customer)
AP/PO (Supplier)
Old Model
John, XYZ Inc
ABC Co.
John, XYZ Inc
Party ABC Co.
Party John, XYZ Inc.
Customer of
TCA Model
Supplier of
Not currently implemented. Planned for R12
Supplier tables move to TCA Model
11
TCA Data Model
Old Model for Customers
TCA Model
12
TCA Data Model Implications
  • As we move towards the new TCA for all the
    tables, if you have someone who is a customer and
    a supplier, youre going to have to rationalize
    their definition. This means that you will now
    have one definition for that participant.
  • Now you know that this customer owes you X,
    while as a supplier, you are trying to pay them
    Y
  • If youve done any custom reporting or
    programming you may need to re-work as underlying
    data model has changed

13
TCA Data Model Major components
  • Party defined as people, organizations,
    groups or relationships. Represents the
    participants in the Trading Community.
  • Account defined as a financial roll-up point.
  • Contact point defined as any electronic point
    that you could use as a contact. For example,
    telephones, URLs, email addresses, etc.
  • Location a physical place.
  • Relationship establishes the relationship
    between any two parties.

14
TCA Data Model Party Concept
  • A party is an entity/participant that can enter
    into a business relationship
  • Person A unique individual (dead or alive) of
    interest to the user.
  • Organization A legal entity recognized by some
    government authority.
  • Group A combination of two or more people,
    organizations or groups.
  • Relationship User-definable link between two
    parties, regardless of type.
  • A Party can belong to an unlimited number of
    relationships.
  • No duplication of entities

15
TCA Data Model Account Concept
  • The financial roll-up point to track a customers
    purchases and payments.
  • Stores details about a customer relationship
    between a Party and your business.
  • A Party may have one or more Customer Accounts.
  • Because a party and accounts are separate
    entities, no need to duplicate parties
  • Customer Account Sites A Party Site that is used
    within the context of a Customer Account (e.g.,
    for billing or shipping purposes).
  • Customer Account Contacts A Party Contact that
    is used in the context of a Customer Account.

16
TCA Data Model Contact Point Concept
  • Contact Point - An identifier for a method of
    contact (e.g., telephone, email, URL, fax, cell
    phone etc.) This can be applied to
  • A Party (person, organization, group or
    relationship)
  • A Site or Location
  • A Party at a Site or Location
  • An entity may have one or more Contact Points.

17
TCA Data Model Location Concept
  • Location - A physical place, usually with an
    address.
  • Any number of location types. (e.g., bill-to,
    ship-to, mail-to).
  • No duplication of address
  • Maintain Customer History per address
  • Maintain Important Install Base info
  • Party Site
  • Links a Party with a Location and describes the
    usage of that Location (e.g., mailing address,
    billing address, home address, etc.).
  • Parties may be associated to one or more
    Locations and any one location may have one or
    more uses.

18
TCA Data Model Relationship Concept
  • Relationship Associates any two parties.
  • John is a customer of ABC Co.
  • John is a supplier to ABC Co.
  • TD Bank is a Competitor of Royal Bank
  • TD Brokerage is a Division of TD Bank
  • Has a Role Specifies the nature of the
    relationship between parties (e.g., bill to, pay
    to, member of, contact at, married to, Division
    of, Employee of).
  • Indicates the nature of the relationship
  • Tracks relationship history

19
TCA Data Model Visualization
PARTY SITE
Bill to Ship to
Division Of
PARTY SITE
PARTY SITE
Bill to Ship to
Bill to Ship to
Account
Account
Account
Acct Site
Acct Site
Acct Site
Bill to, Ship to
Bill to, Ship to
Bill to, Ship to
20
TCA Data Model Parties vs. Accounts
  • From an application perspective, one of the most
    important things to understand about the TCA
    model is that the concept of customer is
    separated into two layers The Party layer and
    the Account layer.
  • When CRM applications refer to Customer they
    are referring to the Party Layer.
  • On the other hand, when ERP applications refer to
    Customer they are referring to the Account
    Layer.
  • Thus, confusion arises because both are using the
    word Customer to refer to two different things.

21
Other Features of TCA
  • Public APIs for data manipulation of TCA tables
  • Common Party User Interface Components
  • Hierarchy Model
  • Bulk Import of customer data and DB Integration
  • DQM for duplicate prevention
  • Party and Account Merge

22
TCA Integration
23
TCA in R12
  • New trading entities
  • Banks Bank Branches
  • Suppliers
  • Legal Entity

24
TCA in R12 Leveraging centralized data model
Party Information
Governments, Geographies, Authorities, etc
Banks and Branches
Suppliers
Trading Community Architecture
Oracle Fusion Middleware
ERP
CRM
3rd Party
25
TCA in R12 Bank Account Model
Trading Community Architecture (TCA)
Cash Management
Payables
Bank
Receivables
Bank Branch
Bank Account
Payroll
Treasury
26
TCA in R12
  • New Bank Account Model
  • Central place to define internal bank accounts
  • Keep track of all bank accounts in one place
  • Explicitly grant account access to multiple
    operating units/functions and users
  • Multi-Org Access
  • In the new model, bank accounts are owned by
    Legal Entities with the option to grant account
    use to Operating Unit (Payables, Receivables),
    Legal Entity (Treasury), Business Group (Payroll)

27
TCA in R12 Bank Account Model
Pay invoices from different OUs with 1 instruction
  • New Payments Module
  • New Bank Module
  • New Bank Credit Card Features

28
TCA in R12 Bank Account Model Benefits
  • Reduce number of access points to manage bank
    accounts
  • Centralized user interface
  • Improve visibility and control of bank accounts
  • Multi-org access control
  • Simplify bank reconciliation
  • Single bank statement can be reconciled across
    multiple Operating Units
  • Increase percentage of automatically reconciled
    transactions
  • Bank account level reconciliation parameters add
    flexibility

29
TCA in R12 Supplier Representation
  • Supplier organizations are in TCA
  • Terms of doing business with the supplier are in
    Purchasing / Payables
  • Supplier organization, address, contact, phone,
    email etc. are all in TCA
  • Employees are already in TCA, Payables using the
    same employee records in TCA
  • New supplier maintenance UI using TCA UI
    components

30
TCA in R12 Benefits of Supplier Representation
  • Single repository for suppliers data
  • AR/AP netting
  • Oracle Payments serves as a payment data
    repository on top of the Trading Community
    Architecture (TCA) data model. The TCA model
    holds the party information. Oracle Payments then
    stores all of the partys payment information and
    its payment instruments (including credit cards,
    debit cards, customer bank accounts, and supplier
    bank accounts).

31
TCA in R12 Supplier Data Mapping
32
TCA in R12 Legal Entities
  • Legal entity is created as a party of party type
    ORGANIZATION or PERSON
  • An establishment is created as a party of party
    type ORGANIZATION.
  • TCA creates a new classification category called
    Business Function. It is used mainly to model
    what business functions a party can perform in
    E-Business Suite
  • For modeling legal entities and establishments in
    TCA, classification code Legal Entity and
    Establishment are created under the Business
    Function class category.
  • An establishment is created as a party and always
    link to a party that is classified as a legal
    entity through the relationship model

33
TCA in R12 Integration with HRMS
  • TCA creates the global view of person
  • TCA enables you to store person Information at a
    corporate level
  • Person is stored as party in TCA
  • Comprehensive duplicate person check when
    entering a new person Across the business group
  • Propagate some information entered in one
    business group to the record in the other
    business group
  • PER_ALL_PEOPLE_F.PARTY_ID is a foreign key to the
    HZ_PARTIES table, an integral part of Oracle's
    "Trading Community Architecture" (TCA).

34
Why TCA Matters What you get
  • Architecture to model your customers and other
    trading partners as you see best for your
    business
  • Architecture that will grow with your
    requirements
  • Features to maintain extremely reliable customer
    information (e.g. ABC Co. is now sure that their
    supplier John of XYZ Inc is the same person as
    their customer, John of XYZ Inc)
  • Glue that ties several E-Business Suite flows in
    a seamless way
  • Customer Data Integration solution even if you
    are not running a single E-Business Suite module
  • Platform that can play a key role in your IT
    landscape for Master Data Management

35
Why TCA Matters What you have to do
  • Take a close look at how you do business and how
    your business processes are most efficiently
    performed
  • Ask questions about how you should model customer
    information e.g. which entities should be modeled
    as parties when should you create an account
    should you create multiple accounts for some
    parties should you create multiple billing sites
    for an account should you create account
    relationships
  • Even if you are implementing few modules of
    E-Business Suite to start with, keep in mind the
    bigger picture about customer information

36
Q A
  • Questions?
  • Contact
  • malik_at_rocklandsolutions.com
  • Ali_at_rocklandsolutions.com
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