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Everything You Need to Know About Cloud

ERP Migrations/Reporting

Sreekanth Bodagala
Senior Consultant
Apps Associates LLC

December 14, 2015


© Copyright 2015. Apps Associates LLC. 1
Confidentiality Statement
The content of this document is proprietary, confidential information pertaining to
Apps Associates’ products, services, solutions and methods. Information herein is
intended for use by the client or prospective client only and must not be shared
with any third party without consent from Apps Associates.

© Copyright 2015. Apps Associates LLC. 2


Agenda
• Introduction to Apps Associates
• Pros & Cons of Oracle On-Premise ERP & Oracle Cloud ERP
• Data Integration & Import
– Upload Options
– Flat File-Based Data Interface Upload (FBDI)
• Difference – Data Conversions in Oracle Cloud & Oracle EBS (11i & R12)
• Report Customization Process
• Difference – Report customizations in Oracle Cloud & Oracle EBS (11i & R12)
• Q&A

© Copyright 2015. Apps Associates LLC. 3


About Apps Associates
• Global Reach, Broad Service Profile
– Founded in 2002, 650+ employees
– US, Europe, India, Middle East
– Service Offerings: Applications, CRM, Analytics, EPM, Cloud, Middleware, Application
Development, Application and Infrastructure Managed Services
• Significant Capabilities
– Cloud (IaaS, PaaS, SaaS)
– Business Process and System Integration
– Analytics and Big Data
• Strategic Partnerships, Certifications, Credentials
– Oracle Platinum Partner
– AWS Advanced Consulting Partner
– Salesforce Cloud Alliance Partner
– MuleSoft Partner

© Copyright 2015. Apps Associates LLC. 4


Competencies and Capabilities
Business Infrastructure Product
Applications Technology Services
Intelligence / EPM Services Development

Oracle EBS Fusion Middleware DBA


OBIEE/BI Apps
AIA/SOA Sys admin Industry Solutions
Hyperion/Essbase
Salesforce.com ADF Cloud Hosting

Exalytics Microsoft Services


Fusion Apps Middleware Admin ShipConsole
Exadata SharePoint
Security Solutions Freight Shopping
Project Accounting .NET Application
BICS, Endeca High Availability Customs Doc.
Development

Project Services • Assessments, Implementations, Upgrades, Migrations

Support Services • Managed Services and Staff Augmentation

Quality Assurance • PMF, CMMI Certification, ITIL Methodologies, SSAE16/SAS70 Type II

© Copyright 2015. Apps Associates LLC. 5


Multi-Pillar Competencies & Partnerships
Centers of Excellence

Enterprise Integration & Product


Analytics IaaS
Applications Custom Dev Development

• ERP • BI • Dev to Client Reqs • Our Products • Cloud Adoption


• Planning • Big Data / High- • Business Process ShipConsole • Managed Services
Volume Data Sets Integration Photo capture app

Strategic Partnerships & Certifications

2002 2011 2012 2014 2015

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Is the Cloud Right for You?

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Pros & Cons
Pros Cons
• Hardware or hosting provider fees
• More control over data and security
• Costly software upgrades
On-Premises ERP • No monthly subscription fees
• Annual maintenance fees
• Customized to meet your needs
• Support costs
• Lower initial investment
• Reduced opportunity for customization
• No hardware or software to install
Cloud ERP • Annual fees result in higher long-term
• Continual, automatic upgrades and
cost for licenses and support
faster installation

© Copyright 2015. Apps Associates LLC. 8


Data Integration & Import

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Data Integration Options
• Application Development Framework Desktop Integration (ADFdi)
• Flat File Based Data Interface (FBDI)

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ADF Desktop Integration
Application Development Framework Desktop
Integration (ADFdi)

• Recommended for low to medium volume data


• Uses MS Excel as an interface to access and
import data into Fusion Applications
• Supports descriptive flex field (DFF) and key flex
field data

© Copyright 2015. Apps Associates LLC. 11


Flat File Based Data Interface
Flat File Based Data Interface (FBDI)

• Recommended for high volume data import


• Loads data from flat files that are placed on a
secure FTP server into interface tables
• Enterprise Scheduler Service (ESS) Jobs move
data to Fusion Applications base tables
• Interface tables and the processing job
descriptions can be found in Oracle Enterprise
Repository (OER)

© Copyright 2015. Apps Associates LLC. 12


Data Integration & Import
Steps to follow for each conversion objects:
Download template from Oracle Enterprise Repository (OER)

Prepare Data conversion file & generate .csv & .zip files

Login to Fusion Applications

Upload the zip file to Oracle Cloud

Submit the Load Interface File for Import process

Submit the product specific import job

Review output file for any errors

© Copyright 2015. Apps Associates LLC. 13


Process Flow Diagram

Download the File Prepare data File Upload file to Universal Load data to
Start
Import Template using Template Content Management interface table

Correct data in interface Yes Import data to


Errors No Errors
table using ADFdi spread application table using
? ?
sheet import Job
No
Yes
Data successfully
uploaded to product Load Process Purges
tables Interface table

End
Correct data in data file

© Copyright 2015. Apps Associates LLC. 14


Step 1: Download Templates from OER
1. https://fusionappsoer.
oracle.com/oer/index.
jsp
2. Login as Guest User
(no password required
but need MOS
account)
3. Type : Select “File
Based Data Import”
4. Product Family:
“Procurement”
5. Version: Select version
(e.g. 11.1.9.0.0)
6. Select Details Tab
7. Select Spreadsheet
Template link

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Step 2(a): Prepare Data

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Step 2(b): Generate .csv and Zip File(s)

Filenames are of the following format:


• Interface table names are in bookcase format. For
example: POZ_SUPPLIERS_INT will have a .csv
(comma separated value) file with name
PozSuppliersInt.csv

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3(a): Login to Fusion Applications
• Navigate to File Import and Export

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3(b): Upload .zip file to Oracle Cloud
• Click on Create Upload
• Browse local drive to select
.zip file created in Step 2(b)
• Select Account –
prc/supplier/import
• Save and Close

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Step 4: Submit Load Interface File for Import

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Step 4: Cont’d
• Click Navigator -> Tools ->
Scheduled Process
• Select ESS Job ‘Load Interface File
for Import’
• Select the Import Process ‘Import
Supplier’ and your zip file
uploaded in the previous step
Submits 2 Child ESS jobs
• Transfer File
• Load File to Interface

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Step 5: Submit Product Specific Import Job
• Submit ‘Import Supplier’ ESS Job

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Step 4: Submit Load Interface File for Import

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Review Load Interface Process to Check Status

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Sample Output

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Troubleshoot
Log File
Review Log and Outputs of ESS Jobs

Bad File

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Troubleshoot
Output File: Log File:

Error Report:

© Copyright 2015. Apps Associates LLC. 27


Key Things to Remember
• Changes to .csv files could result in the following errors:
– Invalid data format
• Resolution:
– Verify data in all columns of the Excel file i.e. Check date format, ensure Numeric columns do not
have character data and so on

• No metadata found
– Resolution:
• Ensure no changes are made to the .csv file names. The files need to be generated as is.

© Copyright 2015. Apps Associates LLC. 28


Process Flow Diagram

Download the File Prepare data File Upload file to Universal Load data to
Start
Import Template using Template Content Management interface table

Correct data in interface Yes Import data to


Errors No Errors
table using ADFdi spread application table using
? ?
sheet import Job
No
Yes
Data successfully
uploaded to product Load Process Purges
tables Interface table

End
Correct data in data file

© Copyright 2015. Apps Associates LLC. 29


Supplier Import Objects List
XLSM Template Name Import Process Navigation
SupplierAddressImportTemplate.xlsm Import Supplier Addresses Navigator -> Procurement -> Suppliers
Click on Import Supplier on Tasks(It opens Import Supplier Page)
Import -> Supplier Addresses
SupplierSiteImportTemplate.xlsm Import Supplier Sites Navigator -> Procurement -> Suppliers
Click on Import Supplier on Tasks(It opens Import Supplier Page)
Import -> Supplier Sites
SupplierSiteAssignmentImportTemplate.xls Import Supplier Site Navigator -> Procurement -> Suppliers
m Assignments Click on Import Supplier on Tasks(It opens Import Supplier Page)
Import -> Supplier Site Assignments
SupplierContactImportTemplate.xlsm Import Supplier Contacts Navigator -> Procurement -> Suppliers
Click on Import Supplier on Tasks(It opens Import Supplier Page)
Import -> Supplier Contacts
SupplierBusinessClassificationImportTempla Import Supplier Business Navigator -> Procurement -> Suppliers
te.xlsm Classifications Click on Import Supplier on Tasks(It opens Import Supplier Page)
Import -> Supplier Business Classifications
SupplierProductsandServicesCategoryImpor Import Supplier Products and Navigator -> Procurement -> Suppliers
tTemplate.xlsm Services Categories Click on Import Supplier on Tasks(It opens Import Supplier Page)
Import -> Supplier Products and Services Categories

© Copyright 2015. Apps Associates LLC. 30


Supplier Import as an Example
Import Processes Interface Tables

• Suppliers • POZ_SUPPLIERS_INT
• Supplier Sites • POZ_SUPPLIER_SITES_INT
• Supplier Address • POZ_SUP_ADDRESSES_INT
• Supplier Site Assignments • POZ_SITE_ASSIGNMENTS_INT
• Supplier Contacts • POZ_SUP_CONTACTS_INT
• Supplier Business Classifications • POZ_SUP_CONTACT_ADDRESSES_INT
• Supplier Products and Services • POZ_SUP_BUS_CLASS_INT
Categories • POZ_SUP_PROD_SERV_INT

© Copyright 2015. Apps Associates LLC. 31


Differences in Conversions
Traditional Oracle Cloud
Coding Required
Limited Data Handling
Ability for Business Users to load large
volumes of data
No need for DB access to developers during
Go-live
Automated Error Report Generation
Dependency on developers

Pre-built templates delivered by Oracle

© Copyright 2015. Apps Associates LLC. 32


Report Customizations

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Report Customizations in Oracle Cloud
Examples of Customizations:
• Modify/Add logo to the report header
• Add new fields to the report (Bill Party ID and Ship Party ID)

Before: After:

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Report Customizations in Oracle Cloud
• Navigate to ‘Tools -> Report and Analysis’
• Expand ‘Shared Folders -> Financials -> Receivables -> Bill Presentment’
• Click ‘Expand’ on the ‘Data Models
• Click edit on ‘Transactions Print Data Model’

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Report Customizations in Oracle Cloud
• Drill down the ‘Data Model -> Data Sets -> Header’ and click on ‘G_Header’ and click the
‘Edit’ button

• Update the query to add the columns and click ‘Ok’

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Report Customizations in Oracle Cloud
• Modify the report layout to update logo and add new fields
– Navigate to ‘Catalog’ -> then ‘Billing’ From the Shared Folder screen and click on
‘Billing History Report’ file

– On next screen click ‘Edit’ and save the .rtf (Rich Text
Format) file to your local machine

© Copyright 2015. Apps Associates LLC. 37


Report Customizations in Oracle Cloud
• Modify the report layout, save it to local machine and upload it as a new layout
– To modify the layout open the .rtf file, copy
and paste the new logo and add the two new
fields

• Click ‘Add New Layout’ and select ‘Upload’ and


attach the modified file to the new layout

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Report Output

Before Change After Changes

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Difference between Report Customizations
Oracle Cloud & Oracle EBS (11i & R12)

Traditional Oracle Cloud


Ease of use
Limited Developer Skills
Traditional RDF Reports
Ease of Deploying Report
User Interface(UI) Changes
Dashboard style reporting
out of the box
Database access for
Developers

© Copyright 2015. Apps Associates LLC. 40


Other Advantages of Oracle Cloud
• Reduction of IT intricacies via a pre-configured, strong tight-knit system that is
managed by Oracle
• Worry Free Patching process
• Customers do not need to have large and/or specialized IT teams/departments
• Customers do not need to invest in specialized hardware to implement the
system
• Allows for a lot of flexibility towards procuring and utilizing IT solutions

© Copyright 2015. Apps Associates LLC. 41


Connect with Us
Web: www.appsassociates.com
Email: marketing@appsassociates.com
YouTube: www.youtube.com/user/AppsAssociates
LinkedIn: www.us.linkedin.com/company/Apps-Associates
Twitter: www.twitter.com/AppsAssociates
Facebook: www.facebook.com/AppsAssociatesGlobal
Google+: www.plus.google.com/+AppsAssociatesGlobal/

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Thank You!

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