Oracle Order Management 11i Three Real Life Implementation Case Studies

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Oracle Order Management 11iThree Real Life
Implementation Case Studies

• Joseph Lenard
• Laurel Glowacki
• Garry Pearson
• Technology Solutions Company

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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 SQLPlus 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-to-order
• 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?
• Joseph_Lenard_at_techsol.com
• Laurel_Glowacki_at_techsol.com
• Garry_Pearson_at_techsol.com

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