Business Intelligence (BI)

Oracle Business Intelligence (BI) Application extracts, transfers and load Oracle Systems (Sales, Service, Marketing, OM etc) data to a pre-mapped data warehouse schema.

From that, we are able to interact with that data through dashboards, reports, ad hoc analysis, proactive detection and alerts, disconnected analysis, MS Office Plug-in or some of the other Web Services.

Key components:

1. Prebuilt data warehouse with conforming dimensions
2. Prebuilt extract, transform, and load (ETL) to extract data from Oracle and non-Oracle sources
3. Premapped metadata embedding best practices form metrics and KPIs
4. Best practice library of dashboard and reports

Deployment Options:

1. Stand alone dashboards
2. Portal integration
3. Embedded directly in Oracle EBS

Action links allow you to drill from an analytical report directly to the transnational detail.

Deal Management

Introduced in R12 and built to be part of the quote and order process, Oracle Deal Management provides essential decision support tools and scenario modeling to help sales people achieve maximum profit on every deal.

You get real-time access to pricing data for up-to-the-minute decision-making and a centralized repository of deal information for historical reference and "rearview" aggregated analysis. With automated movement of data, the process becomes more efficient and profitable—with less risk of mistakes.

With Oracle Deal Management you can:

• Enforce price policies
• Analyze deal profitability
• Review customer price history
• Review deal metrics and waterfall
• Perform "what-if" comparisons

Oracle Install Base

Oracle Install Base (IB) is an item instance life cycle tracking application.

Mark item as Install Base Trackable in Oracle Inventory and when item instance is created, it's created in IB (CSI_ITEM_INSTANCES) and further changes traced (CSI_TRANSACTIONS, CSI_ITEM_INSTANCES_H). Traced from the time it's received in inventory.

Usually serialized items, When a trackable item is defined in Oracle Inventory as non-serialized, it is typically for smaller objects (can be tracked only as a group) whose real-world instances do not require individual tracking e.g. screw.

Items can be serialized at receipt or at sales order issue.

Oracle Install Base interacts with: 

• Oracle PO (PO receipt --> Update Inv Data --> IB created or changed), 
• Oracle WIP (Issue components --> Complete work order --> Update Inv Data --> IB created or changed),
• Oracle OM (),

To find the Installation Details for a Sales Order number:

select ctld.*

from csi_t_transaction_lines ctl,

csi_t_txn_line_details ctld

where ctl.transaction_line_id = ctld.transaction_line_id (+)

and ctl.source_transaction_id in

(select line_id from oe_order_lines_all where header_id=

(select header_id from oe_order_headers_all

where order_number = ))

Processing Constraints

Orders in OM can be influenced in many ways like Workflow controls, Defaulting rules, Processing constraints.

Processing Constraints define whether a change is allowed to an order after certain activities have been completed, as well as level of responsibilities required to make the change. It prevent changes being made to order information when commitments have been made and communicated.

It has 2 main parts – action that you would like to prevent from happening and condition or state after which you want to prevent it. The condition can be in via workflow, column value in a table or through a PL/SQL package.

Navigation: 



Setup à Rules à Security à Processing Constraints

Period End Close - Inventory

Uncosted Material Transactions Issues (Costed_Flag = 'E'):
SELECT 'UNCOSTED TXNS',
organization_id,
transaction_id,
TO_CHAR(creation_date,'DD-MON-YY HH24:MI:SS') creation_date,
request_id,
transaction_set_id,
transaction_group_id,
costed_flag, error_code, error_explanation, mmt.*
FROM mtl_material_transactions mmt
WHERE costed_flag IN ('E','N');
1. Error Code: Error in obtaining the transfer price
Resolution: Add the item to the source price list and re-process (by Material cost transaction worker).
_______________________
_______________________
Source: ORDER ENTRY
The stuck transaction can be viewed by using the below query:
SELECT * FROM Mtl_Transactions_Interface WHERE Lock_Flag = 1
2. Error Code: 100
Error Explanation: failure:Ele_Acct( 40 ): 100 Error populating code combination segments
Resolution:

OM - Elementary

• Drop Shipment --> http://www.oracleappshub.com/om/understand-drop-shipment-in-order-management-part-ii/

Interview Questions - Order Management

Q. What are primary and secondary price lists?
Every order is associated to a price list as each item on the order must have a price. A price list contains basic list information and one or more pricing lines, pricing attributes, qualifiers, and secondary price lists. The price list that is primarily associated to an order is termed as Primary price list. The pricing engine uses a Secondary Price list if it cannot determine the price of the item ordered in the Primary price list.
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Q. What are picking rules?
Picking rules define the sources and prioritization of sub inventories, lots, revisions and locators when the item is pick released by order management. They are user defined set of rules to define the priorities order management must use when picking items from finished goods inventory to ship to a customer.
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Q. Explain the Order Cycle?
1) Enter the Sales Order
2) Book the Sales Order(SO will not be processed until booked(Inventory confirmation))
3) Launch Pick Release & Generate Pickslip Report and print.
4) Allocate and transaction Move Order (creates reservations, determines the source and transfers the inventory into the staging areas)
5) Ship Confirm (with Shipping and Bill of Ladding documents) and interface the Invoice to AR & decrement Inventory.
6) Close stops and trips on confirmation of receipt at Customer’s location.
7) Run workflow background process for order cycle completion.
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Q. What are trips and stops?
A trip is carrier specific and represent a unique instance of that carrier leaving the warehouse with deliveries having atleast two stops and carrying atleast a BOL document for every delivery. A stop is a point along the route of a trip that is due for pick-up or drop off.
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Q. What is a delivery leg?
A delivery leg consists of two stops where the delivery is picked up and finally dropped off. A delivery leg will have a bill of lading receipt which lists the goods that were signed over to the carrier.
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Q. When will the delivery details be back ordered?
If there is no material in Inventory during the Pick Confirm process when Pick Release is launched, the delivery details will be back ordered. Further during the ship confirm process, part quantities can be staged and or back ordered based on the carrier condition.
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Q. What are ship sets and arrival sets?
Ship sets are a group of lines which our customer has requested to be shipped together on the same date & time from the same warehouse. Arrival sets are a group of lines which our customer wishes to arrive at their ship-to location at the same time.
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Q. What activities are performed during scheduling the order ?
1) Sales order lines ship and arrival dates are scheduled.
2) Reservation is placed if with in the res. Time fence.
3) Passes the demand to Inventory for consumption of the forecast.
4) Calculates the delivery lead time ship method set up by Inter location transit times.
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Q. Which item attributes will facilitate back to back ordering?
If Build in WIP and Assemble to Order attributes are enabled, the sales order will become eligible for create supplies, facilitating a back-to-back order.
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Q. What activity are completed when the Order entry line has a status “Awaiting Shipping”?
Awaiting shipping means that the sales order has undergone the workflow activities – Scheduling the line and create supplies and it is ready for release in shipping execution.
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Q. Which rules will be invoked when Pick Release is launched ?
Pick Release process will invoke Release rule, Release sequence rule and Pick Slip grouping rule. It will then allocate the material in Inventory using the Picking rule and generate pick slip grouping report for transaction of the material to the staging sub Inventory.
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Q. What will happen if we defer interface during ship confirm process ?
Inventory will not be interfaced and it will not get decremented. We have to explicitly run a trip stop SRS concurrent for interfacing to inventory, relieve the reservation and to update the order line status.
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Q. What activities are performed during ship confirm process ?) Inventory gets decremented & Reservation is relieved.
2) Non-pick confirmed items gets back ordered.
3) Depending upon carrier condition, part items may get shipped, back ordered, staged or transferred to Cycle count in a combination of any or all these activities.
4) If shippable is checked, ship confirm is a pre-requisite for Invoicing.
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Q. Can we associate delivery lines to a existing delivery ?
It is economical to associate delivery lines to the existing deliveries for utilizing the unused space ( weight ) of the carrier, provided all these lines have the trip stops as in an existing delivery.
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Q. Can we manually modify the price of a sales order line ?
No. The pricing engine apply suitable modifiers associated with qualifiers to a sales order line during the pricing phase activities of entering & booking and repricing.
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Q. When will the modifiers have incompatibility issues ?
For a given phase and for a given level of incompatibility, the pricing engine will encounter incompatibility of multiple modifiers. It will allow only one modifier for the above combination and the exclusion is processed in the below mentioned order, till the incompatibility is resolved.
1) One exclusive group is allowed for a given phase of pricing.
2) The best price offered by any of the incompatible modifier will be chosen.
3) Modifier having the lowest precedence number rules supremacy over the other.
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Q. Can we apply discounts and surcharges for a same sales order line?
Yes.
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Q. Is it mandatory to use defaulting rules ?
Defaulting rules simplify data entry and speed up order processing. It is not mandatory.
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Q. Can we book an order without entering any sales order lines ?
Sales order line entry is not mandatory for booking an order. It can be accomplished with no entry in the lines tabbed region.
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Q. Can we part cancel a sales order line quantity after interfacing to shipping ?
We can cancel a part of the sales order quantity by reducing the qty. in the lines region (with reason) before confirm shipment. The changes will reflect in the detail and its associated delivery in shipping. These changes will also be reflected in Purchasing and WIP if “Create Supplies” were effected during order entry process.
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Q. What should be done when sales order lines are closed but header is still in Booked status?
Verify the Sales order header workflow. It should be waiting at sales order line close.now navigate to Sysadmin>>workflow>>administer workflow>>status monitor on the new webpage enter the item type as OEOH and item key as the header workflow
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Q. What are the steps to define an order type and what are the mandatory requirements?
A:
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Q. What is the use of a picking rule?
When you pick release a sales order in Order Management module , Order Shipping Execution module (which is a part of Order Management) submits requests to Oracle Inventory module which uses the information given in picking rule to give priority to pick units of an items and then it generates pick lists for sales orders
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Q. From where is the sales order number pulled?
A:
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Q. What are possible reason for Interface trip stop to complete in Error?
A:
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Q. When scheduling the line got error "ATP Error Scheduling failed". How will you resolve?
A:
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Q. What to do when you get error message "Order header level sales credit must be equal to 100%"?
A:
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Q. How and where the components are added to a model item?
A:
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Q. When a line is at fulfilled step and the workflow is at apply Prepaymet. How can we progress the line to close?
A:
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Q. What happens when a sales order is booked. Explain the process
A:
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Q. What are the APIs used in Order Management?
OE_ORDER_PUB is the main API in OM. Using this API all data manipulation (Inserts, updates, deletes can be performed on a Sales Order and it's attributes. Besides these, certain other action requests such as applying holds, attachments, booking etc. can
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Q. After which stage can not cancel the order?
A:
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Period End Close - General

Periods represent non-overlapping consecutive date ranges. Every Financials customer needs to successfully close the accounting books each period.
General Steps
Here are some guidelines, from a general perspective, how you can perform the close process for every subledger:
a) Complete transactions
b) Create accounting
c) Reconcile transactions
d) Post to General Ledger
e) Reconcile accounting
f) Close period

Step b), Create Accounting, is a new step in Release 12, as it is an SLA feature. The accounting can be created immediately online, or can be run as a process in the background e.g. as a batch job at a time that matches your business needs.
The important thing to note, is that the accounting is not the distribution on the transaction. The final accounting by SLA could result in different accounting entries being generated based on the accounting rules you have configured. Therefore, you need to ensure that all your accounting for your transactions is created before you post to General Ledger, in order to update the balances correctly.

In Release 11i, when you close your periods in each of the subledgers, Oracle General Ledger will automatically create the balancing lines for journals posted to General Ledger. This changes in Release 12 as subledger accounting creates the balancing lines at the time you account for the subledger transactions.

The subledger accounting journal represents your REAL accounting and the balancing lines are created as part of these subledger accounting journals. When you close a period in Release 12, you’re actually closing subledger accounting. The journals can then be posted to the general ledger to update the GL balances.

Period End Close Dependencies