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Mastek — Evosys — Evosys Advisory Webinar: Oracle Cloud SCM 21C (July 2021)
75 slides from Mastek's conference presentation, Jul 22, 2021
Slide 1: 21C – Supply Chain Management
LIVE 22/07/2021 Advisory Webinar 21C – Supply Chain Management Empowering you for the next update Host: Hardik Patel Speakers: Sachin Solanki Operations Manager – Centre of Excellence Managed Services Cloud Supply Chain Oracle's Global Featured in Gartner Partner of Year MQ for Oracle Cloud (2017, 2
Slide 2: Agenda
AGENDA Our Approach to Oracle Update Our Analysis of Latest Release - New Features Custom Solution Overview - Quick RFQ / Sourcing Closing - Q&A
Slide 3: Oracle update approach: Analyze, Plan, Test, Launch
Evaluate new features to prioritize Analyze the uptake of those that improve user experience and productivity. Business and IT teams collaborate on the strategy for the Plan uptake of new features and go-live. Test Execute regression and user acceptance testing on key flows. ORACLE UPDATE Launch Go
Slide 4: How to read each feature summary?
How to read each feature summary? New Feature Evosys Feature Analysis Evosys Impact Study on Introduced in latest for Your Business Potential Impact to users release by Oracle for using new feature LOW: No large scale impact. Regression testing can be ignored. HIGH: Needs to be part of the regressio
Slide 5: Our Analysis of Latest Release: New Features
Our Analysis of Latest Release New Features
Slide 6: Evosys Analysis- Statistics
Evosys Analysis- Statistics Features 13 Quick Win Confi No 57 24 Quick Win Confi Yes Quick Win Opt In 8 Cloud SCM New Features Not Quick Win 12
Slide 7: Evosys Analysis
Evosys Analysis Oracle's Global Featured in Gartner Partner of Year MQ for Oracle Cloud
Slide 8: New Features: Quick Wins – Default with No Configuration
NEW FEATURES QUICK WINS – Default with NO Configuration
Slide 9: View order fulfillment summary for purchase order schedules
View order fulfillment summary for purchase order schedules Details: You can now view the received and invoiced quantities and amounts alongside the scheduled Impact Analysis quantities and amounts without leaving the page. The invoice amounts and quantities are now also available on the Manage Sche
Slide 10: Generate reports on unacknowledged purchase orders using OTBI
Generate reports on unacknowledged purchase orders using OTBI Details: Generate reports to see how many orders have yet to be formally acknowledged by your Impact Analysis suppliers. The "Count of Unacknowledged Orders" and "Count of Orders with Acknowledgment Overdue" metrics are available in the O
Slide 11: Use refresh to view updated purchase order status
Use refresh to view updated purchase order status Details: Impact Analysis Use the new Refresh button on the View Purchase Order page to check the current status of the purchase order. You no longer need to close and reopen the page to see any updates to the Impact Level HIGH purchase order status.
Slide 12: External purchase prices
External purchase prices Details: Impact Analysis External Purchase Prices allows you to import product prices from external contracting applications or group purchasing organizations through an open interface. You can approve new Impact Level MED products and related pricing as well as updates to e
Slide 13: Access supplier profile attachments
Access supplier profile attachments Details: Impact Analysis View and download supplier profile attachments from the supplier detail page when researching suppliers on negotiations or qualifications. The supplier detail page is accessed by clicking on the Impact Level MED supplier name in Sourcing a
Slide 14: Search by amount in search contracts by text
Search by amount in search contracts by text Details: Impact Analysis Along with other search filters available on the Search Contracts by Text page, we can also use the contract amount or currency to find a contract. When using contract amount or currency, we Impact Level MED can use operators. For
Slide 15: Access SCM application pages using quick actions
Access SCM application pages using quick actions Details: Impact Analysis In this update, Oracle Supply Chain Management Cloud delivers new quick actions that provide easy navigation from the home page directly to specific application pages without using the Impact Level MED menu structure. With a s
Slide 16: Include inventory organization parameters in BI reporting
Include inventory organization parameters in your business intelligence Reporting Details: Impact Analysis Use a new view object for inventory organization parameters in your business intelligence reports and analytics. This gives you visibility and access to the warehouse defaults and Impact Level
Slide 17: Use new OTBI report for COGS and gross margin
Use new OTBI report for COGS and gross margin Details: Use the new Gross Margin report in OTBI to analyze your gross margin data. The gross margin Impact Analysis gets recalculated when you run Cost Reports processor. This reports processor can be run as part of run control from the Create Cost Acco
Slide 18: Automatically derive RMA references while importing fiscal documents
Automatically derive RMA references while importing fiscal documents Details: Impact Analysis You can import fiscal documents for sales order returns without providing the actual RMA order number as the source document number. This smart derivation of open RMA orders that match Impact Level MED to a
Slide 19: Validate advanced shipment notices in drop ship flows
Validate advanced shipment notices in drop ship flows Details: Impact Analysis In update 21B, you can use the Recover Order action or run the Recover Errors scheduled process to recover sales orders that fail because of technical problems that come up while Impact Level HIGH processing an advance sh
Slide 20: New Features: Quick Wins – Default with Configuration
NEW FEATURES QUICK WINS – Default with Configuration
Slide 21: Create purchase orders for complex services with progress payment schedules
Create purchase orders for complex services with progress payment schedules Details: The Progress Payment Schedules could be either for a lump sum amount or rate-based. For lump Impact Analysis sum amount schedule type, specify the work description and the associated cost. For rate-based schedule ty
Slide 22: Disable automatic order creation for new Agreements
Disable automatic order creation for new Agreements Details: The order creation options for new agreements will now default from the Configure Procurement Impact Analysis Business Function task. In addition, for new contract purchase agreements, you can now enable automatic document sourcing only fo
Slide 23: Disable automatic communication of purchase Agreements
Disable automatic communication of purchase Agreements Details: Disable the Communicate purchase agreements setting on the Configure Procurement Business Impact Analysis Function page to prevent the communication of purchase agreements to suppliers. When the setting is disabled, new purchase agreeme
Slide 24: Raise a business event when transfer orders are created
Raise a business event when transfer orders are created Details: In Oracle Integration Cloud (OIC), you can now subscribe to the new Create Transfer Order public Impact Analysis business event to trigger additional business processes or integrate with third-party applications. For example, you can s
Slide 25: Purge Inventory Interface Transactions
Purge Inventory Interface Transactions Details: When loading large volumes of inventory transactions during data migration or external Impact Analysis integrations, a simple data entry mistake could be replicated in thousands of lines. Whether you Impact Level HIGH catch this mistake before the line
Slide 26: QR code on shipping documents for Portugal
Generate and print a QR code on shipping documents for organizations in Portugal Details: To comply with recent changes in tax authority regulations of Portugal, you can now generate Impact Analysis and print a unique QR code on three types of shipping documents: packing slips, bill of ladings, and
Slide 27: Default lot and serial numbers from ASN or ASBN during put away
Automatically default lot and serial numbers from ASN or ASBN during put away Details: In many industries, suppliers inform you that your goods have shipped by providing an advanced shipment notice (ASN) or advanced shipment billing notification (ASBN). Previously, you could Impact Analysis manually
Slide 28: Control display of hidden transactional item attributes
Control the display of hidden transactional item attributes on the configurator review page Details: Use this feature to hide transactional item attributes on the Configurator Review page so you Impact Analysis have a cleaner interface and a more consistent user experience across all configurator pa
Slide 29: New Features: Quick Wins – Opt Ins
NEW FEATURES QUICK WINS – Opt Ins
Slide 30: Derive and validate descriptive flexfield values
Derive and validate descriptive flexfield values using purchasing document header attributes Details: Impact Analysis We can use Purchasing Document Header attributes to default context or individual segment values, or to define value sets to limit the list of possible values. With default values an
Slide 31: Search for master items using multiple item attributes
Search for master items using multiple item attributes when Creating purchasing documents Details: Impact Analysis Use keywords to search for items to add to a purchase order or blanket purchase agreement. We can search for items using attributes such as Manufacturer, Manufacturer Part Number, Suppl
Slide 32: Populate purchase order description from requisition description
Populate the purchase order description from the requisition description Details: Impact Analysis Populate purchase order description from the backing requisition description automatically when creating new purchase orders. You can now search purchase orders with the requisition Impact Level MED des
Slide 33: Report on purchase order email recipients using OTBI
Report on primary and secondary purchase order email recipients using OTBI Details: Include primary and secondary purchase order email recipient information on Impact Analysis analyses created using the Purchasing Real Time subject area. These attributes are now available under the Purchase Order He
Slide 34: Order the current item revision for revision-controlled items
Order the current item revision for revision-controlled items Details: Impact Analysis If an item revision isn't provided when you order a revision-controlled item, the application automatically defaults the current item revision. This ensures that revision-controlled items can Impact Level MED be c
Slide 35: Conduct internal surveys for Supplier Qualification
Conduct internal surveys for Supplier Qualification Details: Impact Analysis You can model questions like these in Oracle Supplier Qualification Management Cloud. With this enhancement, you can send questionnaires to multiple responders with knowledge of the Impact Level HIGH supplier and score thei
Slide 36: Spend Classification
Spend Classification Details: Spend Classification is the tool you can use to review any of your existing Fusion Cloud spend Impact Analysis data (requisitions, purchase orders and invoices) and either refine the accuracy of its current categorization or assign a category for those transactions that
Slide 37: Share in progress contracts in Supplier Portal
Share in progress contracts in Supplier Portal Details: Impact Analysis When we are ready to have our suppliers review and respond to a contract that's in progress, we can share the contract from the Edit Contract page. We will see a warning before the contract is HIGH Impact Level shared externally
Slide 38: Use Improved Item Search Capabilities
Use Improved Item Search Capabilities Details: Impact Analysis In this update, item search capabilities are improved across receiving, inventory, and shipping to Impact Level MED display possible matches as you type. Specifically, as soon as you enter three or more characters, Need to Enable YES sug
Slide 39: Import supplier invoices from a CSV file
Import supplier invoices from a CSV file Details: You can now import supplier invoices from a CSV file using Import Management. Channel Revenue Management uses this information to determine available rebate accruals according to Impact Analysis the terms of the agreement with the supplier. You can:
Slide 40: Capture notes and attachments for Supplier Programs
Capture notes and attachments for Supplier Programs Details: You can now add notes and attachments to supplier rebate programs to capture additional Impact Analysis information about the program. Impact Level MED Need to Enable YES Configuration NO Quick Win YES Business Benefit: • Capture Additiona
Slide 41: Export supplier rebate claims to Microsoft Excel
Export supplier rebate claims to Microsoft Excel Details: Impact Analysis You can now provide supporting claim details to your supplier to justify the monies owed by HIGH Impact Level them. Claim details, including the associated purchase order, inventory receipts, and supplier invoices details, acc
Slide 42: New Features
Oracle's Global Partner of Year (20172019) Featured in Gartner MQ for Oracle Cloud "2019, 7020)
Slide 43: Integrate and Extend Procurement Using REST Services
Integrate and Extend Procurement Using REST Services Details: Impact Analysis In this update, Oracle Procurement Cloud delivers modified REST APIs to enable and simplify Impact Level HIGH integration with external systems. Need to Enable NO The following REST APIs are enhanced Configuration NO • Pur
Slide 44: Purge unprocessed purchasing document interface records
Purge unprocessed purchasing document interface records Details: Purge purchasing document interface records in any status, including those that haven't yet Impact Analysis been processed. When selecting the data to purge, you can choose from these options Accepted and Rejected, Accepted, Rejected,
Slide 45: Configure MS Excel template to bulk upload requirements
Configure MS excel template to bulk upload requirements Details: We can now configure our own MS Excel template to add sections, requirements, and acceptable values directly in Sourcing Cloud using the Oracle Visual Builder plug-in. Use the template Impact Analysis to fetch, create, and update negot
Slide 46: Send a lines response spreadsheet in the supplier invitation
Send a lines response spreadsheet in the supplier invitation Details: Now, we have the option to send the lines response spreadsheet (in csv format) with the Impact Analysis negotiation PDF in the supplier invitation. Suppliers can download the file from their email and quickly prepare a response to
Slide 47: Configure negotiation award approval notification with BI Publisher
Configure negotiation award approval notification with business intelligence publisher Details: Impact Analysis Configure the content and layout of the negotiation award approval notification using an Oracle Business Intelligence Publisher template. You can display additional attributes including Im
Slide 48: Create reports on external cost factors using OTBI
Create reports and analytics on external cost factors using OTBI Details: Impact Analysis We can now create reports for external cost factors in Oracle Transactional Business Intelligence. External cost factor attributes are available within these subject areas: 1) Supplier Negotiations Impact Level
Slide 49: Manage Supplier Risk with DataFox Supplier Intelligence
Manage Supplier Risk with DataFox Supplier Intelligence Details: Maintaining up-to-date risk information about your suppliers is critical to the integrity of your supply chain. Manual risk management processes outside Procurement Cloud are cumbersome, Impact Analysis expensive, and slow; leading to
Slide 50: Link to an external page from manage item quantities
Link to an external page from manage item quantities by dynamically passing attributes Details: Page Composer is used to configure page content, layouts, and more. Now you can also use Page Impact Analysis Composer to link to another page from the Manage Item Quantities page. Using the item, lot, an
Slide 51: Manage product recalls with enhanced search and navigation
Manage product recalls with enhanced search and navigation options Details: There are several enhancements to search and navigation that makes it easier for you to manage Impact Analysis your recall notices. In the Recall Notices work area, you can filter by status and creation date. These filters h
Slide 52: Use a New Profile Option to Build Reports Data in the Background
Use a New Profile Option to Build Reports Data in the Background Impact Analysis Details: Impact Level HIGH When you roll up costs and create cost distributions, The "Restore Rolled-up Costs" and "Refresh Cost Accounting Report Data" processes are automatically run as part of these tasks. You can Ne
Slide 53: Use high-volume in-transit inventory value reporting
Use high-volume in-transit inventory value reporting Details: Use the Period In-transit Inventory report to reconcile period end balances for in-transit Impact Analysis inventory or to review inventory balances at anytime during the current period. Use the layout option of No Summarization as output
Slide 54: Use high-volume layer inventory value reporting
Use high-volume layer inventory value reporting Impact Analysis Details: Use the period layer inventory valuation report to review end of period and current inventory Impact Level MED FIFO layer values. This report relies on cost reports processor run control option that builds the inventory value s
Slide 55: Track progress of create cost accounting distributions process
Track progress of create cost accounting distributions process Details: Impact Analysis When you run the Create Cost Accounting Distributions process on the Scheduled Processes page, you can view the status of the process in the Details area. The Create Cost Accounting Impact Level LOW Distributions
Slide 56: New performance architecture for cost accounting distributions
Use new performance architecture for create cost accounting distributions process Details: Impact Analysis Leverage the updated architecture for the Create Cost Accounting Distributions process to Impact Level MED improve performance for high volume data. You see improved processing times for the A
Slide 57: Process fiscal documents for description-based purchase orders
Process fiscal documents for description-based purchase orders in fiscal document capture Impact Analysis Details: Impact Level LOW This enhancement supports purchase orders created through a punch out process in Self-Service Procurement. Punch out requisitions are generally description-based. Autom
Slide 58: Use your customer's part number to manage sales orders
Use your customer's part number to manage sales orders Details: Use the Customer Item attribute to represent the item number that your customer uses when Impact Analysis that number is different from what Oracle Fusion uses. For example, assume you set up an item in the Product Information Managemen
Slide 59: Display the item organization when adding a model item or snapshot
Display the item organization when adding a model item or snapshot to a workspace Details: Display the Organization Name attribute and the Organization attribute when you add a model Impact Analysis or snapshot to a workspace. Display the Organization Name attribute and the Organization attribute to
Slide 60: Capture distributor locations as alternate supplier sites
Capture distributor locations as alternate supplier sites on your supplier rebate programs using a REST service Impact Analysis Details: Impact Level HIGH Certain industries negotiate directly with manufacturers for rebates but purchase from distributors. To ensure that any purchases from the distri
Slide 61: Create customer claims using a Rest service
Create customer claims using a Rest service Details: Use a REST API to create a manual claim for a customer dispute. You can use a REST API to Impact Analysis resolve or disposition a customer dispute, submit it for approval, and settle. To further centralize customer disputes, we have extended the
Slide 62: Standardize Customer Claim Reasons
Standardize Customer Claim Reasons Details: Impact Analysis Some customers will have their own set of reason codes for raising a dispute or short paying you. Standardize customer claim reasons by translating the reason for the dispute provided by Impact Level MED your customers to a standard set of
Slide 63: Capture notes for customer claims
Capture notes for customer claims Details: You can now add notes to a customer claim to capture additional information about the claim. Impact Analysis You can quickly navigate via a link to the Accounts Receivable receipt or invoice, to research the Impact Level MED claim. Upon settlement, you can
Slide 64: Load planning data for a selected group of organizations
Load planning data for a selected group of organizations Impact Analysis Details: In many companies the frequency and timing of the supply and demand data collection Impact Level HIGH processes can’t be coordinated across functional organization boundaries. Previously, supply and demand data loaded
Slide 65: Configure color by measure to display in a graph
Configure color by measure to display in a graph Details: When you configure graphs, you might want to have a consistent color for a specific measure in Impact Analysis your graphs. For example, if you have multiple graphs that display the forecast, it can help you Impact Level MED and other planner
Slide 66: Configure available-to-promise time fence
Configure available-to-promise time fence to conserve existing supply Impact Analysis Details: Because global order promising promises orders on a first-come, first-serve basis, it sometimes Impact Level MED results in supplies being used up for longer term orders because they were scheduled earlier
Slide 67: Custom Solution Overview: Quick RFQ / Sourcing
Custom Solution Overview Quick RFQ / Sourcing
Slide 68: Objective
Objective • To Understand the business requirements around the procurement self service functions • List the Solution Options available within the Oracle cloud to meet the requirement • Business Benefits/Saving in implementing the Quick RFQ Solution
Slide 69: Business Requirement
Business Requirement • The organizations run the self-service function within the procurement work area. The requisitioners are creating and managing their own requisitions, orders, and receipts facilitating the payments to the vendors • As part of this self-service function, the requisitioners are
Slide 70: Solution options within the Oracle Cloud: Oracle Sourcing Cloud
Solution options within the Oracle Cloud Oracle Sourcing Cloud The Oracle Sourcing cloud module is designed to allow the buyers to create and manage different types of RFQs. Organizations can implement the sourcing module and roll it out to all the service area user who will be using the sourcing mo
Slide 71: Solution Options within the Oracle Cloud: Quick RFQ Solution
Solution Options within the Oracle Cloud Quick RFQ Solution This solution is developed on the PaaS that will be accessed by the requisitioners to create and manage the Small value RFQ Pros Solution is not subscription & user based and can be accessed by any employee of organizations Separate UI and
Slide 72: Quick RFQ / sourcing solution overview
Quick RFQ / sourcing solution overview • The requisitioners will create the Quick RFQ by navigating to the Quick RFQ creation page on Oracle Cloud PaaS • Requisitioners will provide description of service to be procured and invite at least 3 suppliers for the quotes • Quick RFQ will be published • S
Slide 73: Closing
Oracle's Global | Featured in Gartner Partner of Year | MQ for Oracle Cloud (20172019) (2019, 2020)
Slide 74: Closing Note
Closing Note 19 jULY 2021 2:00 PM BST | 3:30 PM CEST | 9:30 AM EST 19July 2021 4:00 PM BST | 5:00 PM CEST | 11:00 AM EST 20Julyl, 2021 3:00 PM BST | 4:00 PM CEST | 10:00 AM EST 1. What happens next? LIVE WEBINAR LIVE WEBINAR LIVE WEBINAR Finance Global Hum an Resource 1. Presentation HR Helpdesk & O
Slide 75: Evosys is here to help you! Thank You
EVOSYS is here to help you! It is always best to clear your doubts Thank You! Contact Us +44 7984 783981 www.evosysglobal.com [email protected]
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