Introduction to

E-Business Suite

Stone Apple Solutions Pte Ltd

4/15/2018 1
AGENDA
• ERP (Enterprise Resource Planning) Overview

• Oracle as ERP Overview

• Introduction to Oracle E-Business Suite

What is ERP?
• Database management system that integrates all
data and processes of an organization into a unified
system.

• Integrates accounting, strategic planning, sales order

management, quality control, manufacturing,
marketing, logistics and warehousing.
What is ERP?
ERP Project and Time
• Real transformational ERP efforts will usually run between 1
to 3 years, on average.

• Short implementations (3 to 6 months):

– small companies,
– implementation limited to a small area of the company, or
– the company only used the financial pieces of the ERP
system.

• The important thing is not to focus on how long it will take but
to understand why you need ERP and how you will use it to
improve your business.
Benefits of ERP Systems
• Improving integration, flexibility
• Fewer errors
• Improved speed and efficiency
• More complete access to information
• Lower total costs in the complete supply chain
• Shorten throughput times
• Sustained involvement and commitment of the top
management
Benefits of ERP Systems
• Reduce stock to a minimum
• Enlarge product assortment
• Improve product quality
• Provide more reliable delivery dates and higher
service to the customer
• Efficiently coordinate global demand, supply and
production
Risks of ERP
Implementation
• Expensive (can costs 100 thousands to millions of
dollars)
• Time-consuming (can take months to years)
• Great risk for the organization
• Transfer of Knowledge
• Acceptance with the company
Hidden Costs of ERP
• Training
• Integration and testing
• Data conversion
• Data analysis
• Consultants
• Replacing best and brightest staff after
implementation
• Implementation teams can never stop
• Post-ERP depression
What makes ERP different
• Integrated modules
• Common definitions
• Common database
• Update one module, automatically updates others
• ERP systems reflect a specific way of doing business
• Must look at your value chains, rather than functions
Who are the main ERP
vendors?
• Baan
• JD Edwards
• Oracle
• PeopleSoft
• SAP
Difficulties
in Implementation
• Extremely costly and time intensive

• Typical: over $10,000,000 and over a year to

implement

• Company may implement only certain modules of

entire ERP system

• You will need an outside consultant

ERP Components
• Finance: modules for book keeping and making sure
the bills are paid on time. Examples:
– General ledger
– Accounts receivable
– Accounts payable

• HR: software for handling personnel-related tasks for

corporate managers and individual employees.
Examples:
– HR administration
– Payroll
– Self-service HR
ERP Components
• Manufacturing and Logistics: A group of applications
for planning production, taking orders and delivering
products to the customer. Examples:
– Production planning
– Materials management
– Order entry and processing
– Warehouse management
How do ERP
systems Work?
Managers and
Stakeholders
Financial
Reporting Applications
Human
Sales and
Resource Applications
Delivery
Management
Applications
Applications
Sales Force Central
Manufacturing Back-office
Customers And Customer Database Applications Administrators
Service Reps Suppliers
And Workers

Service Human
Applications Resource Inventory
Management And Supply
Applications Applications

Employees

15
 as an ERP

Source: https://www.top10erp.org/oracle--erp-software-comparison-technology-141
Oracle Groups
of Applications
Oracle E-Business
Suite Modules
• Each group consist of modules (also known as applications).
Oracle Financials
Oracle Distributions
• 3 Modules:

Distributions

Order Management
Purchasing (PO) Inventory (INV)
(OM)
Overview of
Application Integration
Oracle EBS
Organization Structure
• Business Group: The consolidated enterprise, a major division, or an
HR Business operations company. (Supports HR)
Group

• Ledger: A Ledger is a financial entity comprised of the 4

C’s (Chart of accounts, Calendar, functional Currency
GL Ledger Balancing and aCcounting method). Oracle General Ledger
Segment secures information by Ledger.
• Balancing Segment: Ledgers are balanced by the each
Balancing Segment. At a minimum, 1 exists for each
Legal Entity.
Legal Entity
• Legal Entity: A Legal Entity for which HR based fiscal or tax reports are
prepared.
• Operating Unit: Operating Unit ties to an HR Legal Entity and Ledger. Most
AP, PO, Master Data (Customers, Suppliers, Bank) and transaction data of Payables,
Operating
AR, OM Purchasing, Order Management, Receivables, and Project Accounting are
Unit secured by Operating Unit.

• Inventory Organization: An organization that tracks inventory transactions by

INV, Mfg, Inventory item. Oracle Inventory, Bills of Material (BOM), Engineering, Work in Process
Shipping Organization (WIP), Master Scheduling/MRP, Capacity, and Purchasing Receiving all secured
by Inventory Organization.
 Introduction to
Oracle E-Business Suite
 Getting Started
Login to E-Business Suite
1

2
3

1. Access E-Business Suite from browsers using URL

2. Enter Valid User Name
3. Enter Valid Password & Click Login Button
E-Business Suite
Home Page

1. View or respond to your most important notifications from the Worklist.

2. Access E-Business Suite functions from the Navigator.
3. Set Preferences.
4. Navigate to frequently-used functions or Web pages from Favorites.
 Select Responsibility &
Function

2
1

1. Select Responsibility from List

2. Select Function to run from the Responsibility.
3. Notification Summary
 Forms-Based
Applications

1. Select Sub Menu / Function from List

2. Register Top Ten List for frequently used functions
Using HTML-Based
Applications

1. Process Train
2. Date Picker
3. Global Links
4. List of Values Icon
Oracle Form Structure

Oracle Form Structure consists of 3 sections;

(a) Oracle Main Menu
(b) Oracle Toolbar
(c) Oracle Navigator
The Forms Toolbar

1. The New icon opens a new record.

2. The Find... icon invokes the Find window.
3. The Show Navigator icon invokes the Navigator window.
4. The Save icon saves your data.
5. The Next Step icon advances you to the next step of a process.
6. The Switch Responsibilities icon invokes the list of your responsibilities for you to choose another.
7. The Print... icon prints the current screen. In some cases it may print a report associated with the current data.
8. The Close Form icon closes all windows of the current form.
9. The Cut icon cuts the current selection to the clipboard.
10. The Copy icon copies the current selection to the clipboard.
11. The Paste icon pastes from the clipboard into the current field.
12. The Clear Record icon erases the current record from the form.
13. The Delete icon deletes the current record from the database.
14. The Edit Field... icon displays the Editor window for the current field.
15. The Zoom icon invokes customer-defined drill-down behavior.
16. The Translations... icon invokes the Translations window.
17. The Attachments icon invokes the Attachments window. If attachments already exist, the icon appears as a
paperclip holding paper.
18. The Folder Tools icon invokes the Folder Tools palette window.
19. The Window Help icon invokes online help for the current window
Navigator’s Functions
Region
The forms that you can navigate to are displayed in a navigation list on the left-hand side of the
Navigate window. The navigation list is organized much like the hierarchy of a file system, where
you can expand items that begin with a plus sign (+) to further sub-levels until you find your form
of interest. Sub-levels appear indented below the items from which they are expanded. Items
that are expanded are preceded by a minus sign (-). You can expand no further when an item
displays neither a plus or minus sign.
Basic Oracle
Key Strokes
Entering Data in Forms

1. Single-Row Block 6. Field

2. Multi-Row Block 7. List of Values Indicator
3. Folder Indicator 8. Descriptive Flexfield
4. Current Record Indicator 9. Master-Detail Coordination Box.
5. Record
Searching Information
in Oracle Apps
There are 2 ways of searching for information in Oracle
Apps, by using:
• Query Find
• Query-by-example
 Query Find
Query Find displays a window that lets you specify search criteria.

To use Query Find :

1. Choose Find from the Query menu.
2. If a list window appears, select the record you want to retrieve and choose OK to retrieve the
record into your current block.
3. If a Find window appears, enter your search criteria in the appropriate fields.
If a field does not provide a list of values for you to choose from, you may enter wildcard characters in
the search phrase. You cannot, however, use query operators (such as >, <, etc.) in a Find window.
4. Choose Find or choose Next Block from the Go menu, to find any matching records.
Query-by-Example

You can use query-by-example to specify complex search criteria in any of the fields of your
current block. The search criteria can include specific values, phrases containing wildcard
characters, and/or phrases containing query operators to help you pinpoint the data of
interest.

Matching Exact Values

In some cases you want to search for information that matches exact values in one or more
fields. For example, suppose you want to search for a budget named FY90 in the Define
Budget window of your Oracle General Ledger application. Simply enter the value FY90 in
the Name field. You should be precise in your use of uppercase and lowercase, since "fy90"
is not always equivalent to "FY90" in query-by-example mode (some fields may not have
case-insensitive query).

Finding Patterns with Wildcards

Include wildcard characters in your search criteria to search for particular patterns in your
data. You can use the percent '%' wildcard within a field to represent any number of
characters (including no characters), or use the underline '_' wildcard to represent any
single character. For example, if you want to retrieve all records that contain the word
"Central" in a specific field, you would enter the search criterion %Central% in that field.
 Query-by-Example
1,3

1. Press F11 or click View>>Query by Example>>Enter

2. Enter search criteria in any of the fields.
3. Press CTRL F11 or click View>>Query by Example>>Run to perform the search.
4. Press F4 or click View>>Query by Example>>Cancel if you want to cancel from Enter Query mode.
Folder Tools

1. Place cursor on column (example : Amount) and click Folder tools

2. Select folder option (Show field, Hide Field, etc)
3. Select column to be shown
Folder Tools

The folder tools palette include the following buttons that replicate the actions of
some commonly used Folder menu items:
Saving Folder

By saving this Folder, you can open it up again in the future. If you check Open as Default
checkbox, then this will be the default folder view every time this screen is accessed. If you
check Public checkbox, then this Folder is also accessible to other users to use. Enter a name
for the Folder and click OK. This would save the Folder.
Exporting Records
to a File

1,2

1. Query the records you want to export.

2. Place your cursor in the multi-row block that contains the records to be exported.
3. Choose Export from the file menu. If the number of records exceeds 100, you are prompted to:
Stop - Limit the export to those records you have explicitly selected. Alternatively, cancel the
export.
Continue to End - Export all records retrieved by the query.
Exporting Records
to a File

4. You will be prompted for a name to save a TSV file as. Enter a name and press Save.
5. Open the file. You should see data in a tabular form consistent with the Oracle Application.
Attachments

1. Click Attachments toolbar icon (enabled when the attachments feature is available)
2. Select Data Type (File, Long Text, Short Text, Web Page)
3. Select file to be attached if data type selected is ‘File’
 Running Repots and
Programs
1

1. From Main Menu, Click View>>Request

2. Submit a New Request
3. Select Single Request or Request Set
Running Repots and
Programs

1. Select Report / Process from the list

2. Enter Parameter & Click OK button
3. Click Submit button
Print to Printer

From the Submit Request window, click Options button. This would display an “Upon Completion‟
dialog box.
Print to Printer

Choose the number of copies which you wish to print and select the Printer field. This would display a
printer list.
Print to Printer

Choose one of the printers from the list. Click OK and return back to the Submit Request window.
Submit the report for printing. Upon completion, the report will be printed on the specified printer.
Monitoring Requests

1 2

1. Request ID & Name

2. Phase : Pending, Running, Completed, Inactive
3. Status : Standby, Scheduled, Waiting, Normal, Error, Warning, Cancelled, Terminated, etc
4. View Output : To display output of Report / Process
5. View Log : To display process log oh the request
Report Output
The report output is displayed on a Windows explorer browser From the browser, user can choose to
print to a printer using the standard browser print function (i.e. File – Print)
Schedule Concurrent
Requests
You can schedule a concurrent request to be run for specific period.
Schedule form can be accessed by clicking on Schedule button from the Submit Request window.
Schedule Concurrent
Requests - Once
When you choose “Run the Job” as once, a special time field appears that lets you specify the time of
day you want to submit your request. Use the calendar by selecting the List of Values icon in the
toolbar to select a date and time to submit your request.
Schedule Concurrent
Requests - Periodically
When you choose periodically, several new fields appear that let you specify the interval of minutes,
hours, days, or months that you want to wait before resubmitting a request. You can also specify
whether to count your interval from the requested start time of the request or from the completion
time of the request.
Schedule Concurrent
Requests – Specific Days
When you choose on specific days, new fields and calendars appear that let you specify which day of
the week and/or month to submit your request.
Apply a Saved Schedule
You can also re-use a previously defined and saved schedule. You may modify the saved schedule for
this one submission or save the modified schedule with a new name for future use.
Check Notification
Oracle Applications has been configured such that users would be sent notifications which are relevant
to them. (For example, a Buyer would be sent Notifications on Purchase Order approvals, while an
Engineering Officer might be sent Notifications on engineering changes pending for approval). To
access Notifications, click on Notifications Summary
Check Notification

A work list appears with notification records to be acted upon.

To view Notification details, click on the Notification Subject.
A Notification Details window will appear.
Notification Detail

Depending on the nature of the notification, different actions can be taken. Some
notifications are for informational purposes only and thus, no action need be taken. In the
example here, there are several approval actions which the user can take.
Reassign Notification

You can also reassign multiple notifications to another employee. To do that, check the relevant
checkboxes in the Select column. Then click Reassign.
Reassign Notification

The Reassign Notification window would show the 3 records selected previously. Here, you
can choose who to reassign the Notification(s) to and the terms under which the notification
has been reassigned.