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2006 Oracle Corporation Proprietary and Confidential
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Automotive Solution
Automotive Solution
Distribution Flows (Procurement, Logistics, and Sales)
DMS Solution Overview

Vehicles Sales and Logistics
DMS Features - Vehicles Functions Vehicle Code Management Color and MY Management VIN Records Shipment Costing Landed Costing Internal Logistics Availability Engine Sales Forecast Modeling Procurement Planning Inbound and Outbound Logistics Sales Management Complex Pricing Distribution Networks Invoicing Manufacturer Networking Reporting Credit Management Receipts Management Options Management

Spares Sales, Logistics, and Warehousing
DMS Features - Spares Functions Part Management/Cataloging Supercession Chains Costing Landed Costing Forecasting Procurement Execution Sales Management Distribution Networks Manufacturer Networking Counter Sales Part Classification Availability Mobile Warehousing Procurement Planning Inbound and Outbound Logistics Complex Pricing Invoicing Dealer Negotiations Credit Management
Receipts Management
Dealer Management - Distribution Stream

Quality Management Payables Invoice Management Cost Management Order Management Advanced Pricing
Warehouse Management System

Receivables Credit Management
Global Order Promising

Demand Planning Advanced Supply Chain Purchasing
Inventory
Master Records Management
Vehicles Planning
By Model By Color
Sales History V01
Raw Forecast V01

V01-FST-R2
Adjusted Forecast V01

S3-FST-ADX
Consolidated Raw Forecast BB Sales History V02

CONS-RAW
Consolidated Adj. Forecast BB

CONS-REV]
Raw Forecast V02

V2-RAW
Adjusted Forecast V02

S1-FCST-AD
Demand Schedule V01

V1-MDS
Demand Schedule V02

V2-MDS
V01 Safety Stock V02 Safety Stock V02 - On Hand Balances Consolidated BB Procurment Plan BB-DRP
Lead Times Lead Times
V01 - On Hand Balances
V12 - On Hand Balances
NMA Agreement
NMA Purchase Release
NME Agreement NME Purchase Release
NML Agreement NML Purchase Release
V12 Safety Stock
In-Transit
2006 Oracle Corporation Proprietary and Confidential NMA
NME
NML
This is the Sales Plan by Model
This is the Sales Plan by Color
This is the Procurement Plan By Model
This is the Procurement Plan By Color
Vehicles Costing
Staging and Confirmation Storage
Dealer Management Mfg Networking
Advanced Shipment Notice Main Tables

RCV_SHIPMENT_HEADERS
RCV_SHIPMENT_LINES MTL_TRANSACTION_ACCOUNTS MTL_SERIAL_NUMBERS

MTL_MATERIAL_TRANSACTIONS RCV_TRANSACTIONS
WMS_LICENSE_PLATES_NUMBERS
RCV_TRANSACTIONS MTL_LOT_NUMBERS
Notification
6
Awaiting Approval?
Receive
Express Receive Transactions in WMS Notification Yes
Putaway Trasnaction in WMS
Deliver
Shipment Costed ?
3
Error Message No
Shipment Costed ?
Yes
LANDED COSTS WORKBENCH
Retrieve Landed Cost By Item and Lot Number
Update Deliver Transactions Values with Purchase Price + Applica
ble Calculated Additional Charges
2
AP Invoices
= Extension Number
CONVERT ADJUST
CHARGE
INVOICE
Full Landed Costing Accounting Creation
Receiving Controls
WAREHOUSE STOCK
N104SG
N104SG Cost Group N04-1
JEDDAH SHOWROOM STOCK

N104SG
CUSTOMERS
VIN004 VIN005 VIN006
Unit Cost: 45,000 Extended Cost: 135,000
N104SG Cost Group N04-1

Unit Cost: 45,000
Customer A: Cost Of Goods Sold: 45,000
VIN006
VIN006
N104SG Cost Group 004-4
VIN011 VIN012
Unit Cost: 46,500 Extended Cost: 93,000
N104SG Cost Group 004-4

Unit Cost: 46,500
VIN012
VIN012
Customer B: Cost Of Goods Sold: 46,500
Spares Planning/Supercession Control

History of Superceded Items
Forecast of New Item
Substitution Netting
Supercession Chains
Suggestion of Part B
Substitute Part Check During Part Requisition
Request Part A
Vehicles Availability
Spares Availability
Pricing/Discounting/Holds
Apply Salesman Level Discount
Examples of Pricing Controls: Order Level Discounts Discount Limits
Create Sales Order Additional Discount by Spares Manager
Margin Based Discount Application

Loyalty Discounts Trade-In Order Pricing Line Level Margin Holds
Ship Confirm by Issue Clerk
Pick the Part
Pick Release by batch program
Credit Checking
Book the Order
Invoicing by Batch Program
Invoice Generated
Credit Hold Resolution by Finance
Unified Cost Based Margin Calculations

COGS Derivation Deposit Approvals Handling
Modifiers Pricing Attributes Price List Formulas
Receipts/Advanced Payments Management
Cash Receipts and Multi-dimensional Matching
Advanced Receipts and Application to Orders

Invoked from a Sales Order for a particular Customer
Business Automation Workflows
Unreserve
Enter - Line
Schedule - Line
Create Supply - Line
Ship - Line, Manual
Fulfill - Deferred
Fulfill
Invoice Interface Line
Close - Line
End
XX VIN Unconfirm
XX Set Msg attributes
XX Awaiting Progress Order
XX Remove VIN From Sales Order Yes Yes
XX Create Move Order
XX Awaiting Mo Picking
No Yes XX Create Service XX Awaiting Service Request Request Completion No No
Yes
No No
Yes XX Order Internal ?
No XX Set Status To XX Awaiting Delivery Delv Locn Conf Location No Confirmation
XX Order Internal ?
Yes XX Linked To Sales Order ?
No XX Source And Ship-From Org Difference Yes
Yes
Yes XX Check Item Type if Vehicle No XX Create Internal Order
Unreserve XX Apply Split Hold Schedule - Line Create Supply - Line Ship - Line, Manual Fulfill - Deferred Fulfill Invoice Interface - Close - Line Line End
XX Shipping Hold

Enter - Line
Vehicles Sales
Vehicle Sales flow
Pick Slip Report Service Request creation Task PDI Task RP Task Fitting
Booking Customer Order
Move Order in Source From Org
VIN Reservation
VIN Confirmation Update Order Promise Date
Source From Org
VIN Attribute PDI: N RP: N Extra-F: N Details: N/A
5
1 2 3 4
Service Request creation Task PDI Task RP Task Fitting
Task PDI Completed
Task RP Completed
Task Extra-fitting Completed
VIN Attribute PDI: Y RP: N Extra-F: N
VIN Attribute PDI: Y RP: Y Extra-F: N
VIN Attribute PDI: Y RP: Y Extra-F: Y Details: Spoiler
Vehicle Sales flow

7
Sales Order Status Updated Awaiting Shipping Instructions
Service Request Completed

VIN Attribute PDI: Y RP: Y Extra-F: Y Details: Spoiler
Is Order No Source From and Ship From same?
Trigger creation of Internal Requisition by Salesrep
Auto Picking of Internal Order
Create Trip And Corresponding Stops
Query or Report On Order Status
Yes
Delivery Lines Eligible for Shipping
Ship Confirm Trip
Sales Rep Sends notification to Manager requesting release of Hold for direct Shipment from Aweer
Branch manager releases Direct Shipping Hold
Receive Vehicle In Showroom
Close Final Delivery Stop
Ship Confirm
Payment Verification
Create AWEER Trip Corresponding Stops
Vehicle Sales flow
10
Auto Picking of Customer Order
Payment Verification
Ship Confirm
Close Final delivery Stop
Delivery Status: Interfaced
Delivery Status: Closed
Full Internal Cross-Organizational Logistics Control with Over 50 Order Amendments Provisions !
Credit Management
Oracle Incentive Compensation Compensation Plan

Revenue Class
Approval Process
Payment
Plan Element
Expression Rate Table
Transactions Imported from Billing
Valid Transactions Passed Through
Expression Creates Total FR Result
Commission Result Produced
Automotive Solution
Service Flows (Workshop Operations)

Workshop Management and Operations
DMS Features - Service Functions Operation Codes Definition and Maintenance Job cards Workshop Estimation Skills Matrix Availability and Skills based allocations Job Tracking Parts Templates for Operations Billing Templates (Standard Menus) Warranty, Extended Warranty and Maintenance Contracts Warranty and Product Recall Claims Management
Auto-creation of operations based on Job card parameters

Multiple workshops, groups, sections and roles Service Booking Workshop Load Booking, Operational Mechanic Work Maintenance Body Shop allocations and Tracking Multiple billing from single Job-card Insurance, Chargeable, Warranty, Campaigns, etc. Auto-application of warranty/contract entitlements on Job cards
DMS Workshop Flow

Customer Contact to Booking/Jobcard
Customer Contact
Walk-in Phone Web
Validate Customer and Vehicle Records
Verify Entitlements
Warranty, Maintenance Contract, Goodwill, Campaign, etc.
Verify Workshop Load
Record Service Booking / Create Jobcard
Estimation and Verification

Determine Operations to be done Estimate Completion Date and Time Estimate Cost of Service
Confirmation with Customer, if required
Confirm operations on Jobcard
DMS Workshop Flow Contd

Jobcard Allocation and Resolution
Identify Mechanic and Allocate Raise Parts Requisitions to Spares Issue Parts and Consumables to Jobcard
Report Parts and Labor Usage
Complete Operations
Sublet / Outside Processing

Identify Operations for Outside Processing (Sublet) Raise LPO/Intimate Subcontractor Vehicle sent to contractor
Receive vehicle from contractor
Job Inspection
DMS Workshop Flow Contd

Quality Test and Vehicle Readiness
Perform Quality Inspection Record Quality Results Succes s?
Y N
Send Vehicle for Washing
Send Jobcard for Costing
Create corrective operations and allocate
Invoicing and Delivery

Verify Billing Information Negotiate with Customer Finalize Billing and Print (Proforma/final) Invoice
Receive Payment
Issue Gate Pass
Deliver Vehicle
Post Delivery Follow-Up
Dealer Service Contracts Creation

Create Service Request Enter Service Contracts Define Contract event and Counters Price and Negotiate Contract Price contract based on condition of the vehicle and negotiate with customer
Create Service request for vehicle Inspect vehicle and access condition
Create Contract from Existing contract,Template, or Quote
Define Renewal rules Define Billing rules Define events & counters for KM readings
Review Contract for QA compliance Define quality Guidelines for contract Run QA check for Contract
Approve Contract
Receive Payment / PostDated Cheques
Sign and Activate Contract
Manage approval from various signatories
OCS DMS Custom Components:

Workshop Load View - Booking:
Aggregate View showing available and booked hours for each booking channel (Web, Telephone, Others) View the load information for next X(Eg. 7) days where X is user configurable. Ability to set and change the % reservation for each booking channel Colour-coded highlighting in case of overbooking for a particular channel for a particular date Ability to query on the load at workshop level and section level

Controllers Workbench:
Group operations together and allocate to a mechanic Mechanic search based on skills, availability and section Ability to create split allocations for long duration operations. Eg, Major Overhaul, Body Shop Operations, etc. Maintain allocations of a mechanic change priorities, deallocate, re-allocate to other mechanic, Holds and Release, Clock-Out. Graphical (Gantt) view of mechanics availability showing shift and utilized hours
Workshop Controller View
Mechanic View

Job Status Monitoring View:
View to show current status of jobs Dynamic calculation of expected delivery time Colour-coded alerts if job delayed based on business rules configured. Eg., Orange if vehicle unlikely to be ready atleast 30 mins before promised time, Red if expected time is beyond promised time Shows status of each individual allocation within the job, and colour-coded alerts highlighting which mechanics have overshot the planned hours Includes the tester details for the job

Workshop Load View - Monitoring:
Shows available hours and utilized hours at mechanic level within the queried workshop/section. Highlights mechanics whove not turned up for work on the current date so that controller call allocate his jobs to an available mechanic Checkbox to denote which mechanics have active allocations. Graphical view (Gantt) of the load showing the shift of a mechanic and used hours.

Workshop Estimation:
Allows users to estimate operations System picks up standard labour code as defined Request for parts based on description. Correct spare codes to be input by Spares later Generate a quotation when estimate finalized. Create accepted estimate lines against Jobcard (Service request) upon customer approval of Quotation

Claims Management System:
Handling of Claims from different parties: Warranty Claims from Principals Extended Warranty Claims from 3rd Party Vendors Product Recall Campaign Claims Marketing Campaign Claims Extraction of all eligible transaction details from Workshop, Sales, etc. Validation and Claims Submission Extraction of electronic files in different formats Claims reconciliation and resubmission Interface with Accounts Receivables for invoice generation for accepted claims
Automotive Solution
Financial Flows (Financial Management)

Financial Control and Management
DMS Features - Finance Functions Receipts Management including ability to receive money against sales orders, service requests and service contracts and not just invoices Collect money for a single transaction from multiple customers Manage Post Dated Cheques Allow cash customers to receive goods or services only after cash is received Allow credit customers to receive goods or services only after credit verification is performed Credit appraisal and analysis and scoring Warranty Accounting Revenue Recognition when service is done for Service Contracts (Event Based) Perform refunds against Service Contract termination and Sales Order cancellation Sales Order Billing by branch and cost centre Service Billing by branch, cost centre and bill category (FOC, INT, CON, WAR, CHG & INS) Facilitate bank finance deals & ship vehicles only after finance company docs received Trade In Accounting Letters of Credit/Bank Guarantees
Dealer Management - Finance Stream

General Ledger Accounts Payable
Sales & Service Billing Event Based Revenue Recognition
Accounts Receivable
Credit Management
Refunds
Cash Receipts
Cash Management
Lease Management
Advanced Collections
Fixed Assets
DMS Receipts Flow

Sales Order Cash Customer
Book Sales Order
Walk-in / Cash Customer
Print Proforma Invoice
Customer Receipts
Cash / Cheque / Credit Card / PDC
Remove Shipping Hold
Ship Goods
Interface invoice to Receivables and print final invoice
Sales Order credit Customer

Book Sales Order
Credit Customer
Order goes on Credit hold if credit check fails
Case Folder created

Credit Analyst gets a workflow created case folder with customer and order information
Credit Analyst releases credit Hold
Order hold released by workflow
Goods are shipped and invoices is Interfaced to to Receivables
DMS Receipts Flow Contd

Service Contracts Receipts
Create Service Contract Raise Parts Requisitions to Spares Customer Receipts
Cash / Cheque / Credit Card / PDC
Perform QA check. Pass only if money received in Custom Cash Receipts
Service Contract activated
Invoice created and applied to receipt
Methodology and Deliverables
AIM Methodology
Pre-Defined Future Process Model as a Starting Point
Requirements Mapped to Business Flows
Early Introduction to Hands on Testing

Iterative Testing Cycles
AIM Methodology
Phase Transition Production Phase Definition Build Phase Phase Definition Elaboration
Elaboration Phase
Build consensus around project direction, scope, objectives and Prepare the production environment and configure the applications. Validate Organization and Chart Ofapproach. Account Structure Provide agreed upon levels of user support. Prepare the Development Environment. Familiarize key users with Business Flows. Install data conversion programs and convert and verify legacy data. Analyze user-learning needs and develop the User Learning Plan Measure system performance and enhance data as required. Develop, test, and accept custom extensions, Perform initial mapping Business Flows to the business processes. Determine Exception Determine Exception Perform acceptance testing. Train the end users. of Implement the production Conduct CRP 2.0 to refine the solution Decommission the former systems, if any. conversions and subsystem integrations. Dispositions Dispositions Prepare Gather the requirements to support the functional and information needs the application system. support infrastructure. Develop functional and technical design for of custom extensions, Improve knowledge andfrom skillsthe for the new environment. Project Propose a organizational transition strategy for moving Production Obtain management approval to proceed with the next phase. Update Update Flows Verify that all aspects of system are ready for transition. Begin to use interfaces, and database extensions. Planning Devote attention to post production issues like user acceptance, productivity, and human Environment current system, manual or the automated, to Flows the new the Production System Develop unit and system integration test scripts. performance support application system.
Update Procedures Update Procedures Update Setups Update Test Script Prepare CRP 3.0 Environment Conduct CRP 3.0 Identify Exceptions Perform Acceptance Test Convert and Verify Data
Build
Transition
Production
Create, test, and accept database extension and Update Setups installation routines. Conduct CRP solution 1.1 Finalize the in preparation for transition to Update Test Script (Familiarization) production
Prepare CRP 2.0 Environment Conduct CRP 1.2 (Mapping) Conduct CRP 2.0 Identify Exceptions
Identify Exceptions
Design Extensions
Perform Systems Integration Test
Begin Production
Maintain System
Conduct Business Architecture Workshops
Prepare Custom Test Scripts
Create and test Custom Extensions
Propose Future Direction
AIM Methodology
Definition
Project Planning
Elaboration
Determine Exception Dispositions
Build
Determine Exception Dispositions
Transition
Prepare Production Environment
Production
Update Flows Update Procedures
Update Flows Update Procedures Update Setups Update Test Script Prepare CRP 3.0 Environment Conduct CRP 3.0 Identify Exceptions
Conduct CRP 1.1 (Familiarization)
Update Setups Update Test Script Prepare CRP 2.0 Environment
Convert and Verify Data
Conduct CRP 1.2 (Mapping)
Conduct CRP 2.0 Identify Exceptions
Perform Acceptance Test
Identify Exceptions
Design Extensions
Perform Systems Integration Test
Begin Production
Maintain System
Conduct Business Architecture Workshops
Prepare Custom Test Scripts
Create and test Custom Extensions
Propose Future Direction
Deliverables - Modules
Modules
General Ledger Accounts Payable Accounts Receivable
Cash Management Payroll

Self Service HR Inventory Warehouse Management Service and Field Service Sales Service Contracts
Fixed Assets Time And Labor

Marketing Order Management Demand Planning Scripting Incentive Compensation Spares Management
HRMS Training Administration

Purchasing Advanced Pricing Advanced Supply Chain Planning Quoting Deport Repair Install Base
Deliverables
Activity
PROJECT MGMT REQUIREMENTS MAPPING
AIM
CR.010 RD.050/B R.030 TA.090
Task
Project Management Plan
Deliverable
Project Management and Quality Plan Business Requirements/Map ping Technical Architecture Create Application Extensions Design Applications Extension Technical Design Future Business Model Conversion Data Mapping System Test Document Application setups
Time
Week 3
Gather & Map Business Requirements Define Application and Database Server Architecture Create Application Extensions Functional Design Create Application Extensions Technical Design
Week 8
Week 20 Week 22 to Week 28
CUSTOM EXTENSIONS
MD.050
MD.060
FUTURE BUSINESS PROCESSES TRANSITION
Week 33 to Week 34
BP.080
Develop Future Business Model
Week 10 to Week 37 Week 15 to Week 40 By Week 36 By Week 42
CV.040 TE.040
Perform Conversion Data Mapping Develop System Test document Define Application Setups
SETUP
BR.100
Deliverables Custom Objects

Workflows
Event
Alert
Periodic
Alert
Alerts Custom PLL PL/SQL Packages Interfaces
Modules
Forms Personalizations Reports
Training Approach
Transfer of Skills (TOS) at 3 levels
Product Training (Typically at Start, Already Conducted at ) Implementation Workshops (Key End-users) End-user Training (EUT) This is Role Based
Approach
Functional Champions to Undergo Product Training Implementation Workshops Delivered by Oracle End User Training by Super Users
End User Training

Trainer Needs to Participate in Key Stages of Implementation Lifecycle (To Facilitate Training of Trainer) Many Batches Before Go-Live
Project Management
Tentative Project Plan
Team Structure
Sponsor
Oracle Consulting Director
Steering Committee
Project Manager
Oracle Project Mgr
Functional /Business Leads Key End Users
Tech Lead
Database Administrator
Network Admin
Oracle Technical Architect
Technical Team Trainers
Oracle Technical Consultants
Oracle Functional Consultants
Project Assumptions
Staffing as Per Role & Responsibility High-Thrust on Adopting Best Practices Process Standardization Across Business Units Process Enabled Re-Engineering (PER), and not Business Process Re-Engineering (BPR) Quick Turnaround of Deliverables Scope Changes Managed by Change Request Process Minimal Customizations
Adequate License, Support and Infrastructure in place

Single Instance Implementation Will Handle Change Management and Internal Campaign
Critical Success Factors

Top Management Buy-in Resources Commitment Adoption of Best Practices CPO (Central Projects Office) Early and Clear Key Process Definition Quality Plan Empowered and Well Represented Project Team Extended Team Synergy: Core Automotive Sales, Service, Spares, and Financials Teams as well as other Areas Teams Business Area Application Module Owners Technology Support Providers
Risk Assessment
Risk
Scope creep
Consequence
Lack of focus increasing risk of progress slippage
Mitigation
Change control procedure for scope amendments
Impact
High
Inability to define and agree business processes Insufficient or unavailable business resources
Progress slippage Business requirements not adequately defined and/or progress slippage Impact on overall project timescale & increased risk in Production upgrade Progress Slippage
Small user team under focused leadership Project team remain committed to the project Code freeze on Production & Investigate other options Highlight Importance of Time Frames
High
High
Interfaces and Integrations Risks
High
Timely Decision Making
High
Resource Requirements
Role
Project Manager
Resource
Availability
50%
Activity
Lead and Supervise the Efforts of the Team Providing detailed requirements and system testing and acceptance Provide detailed requirements; perform system testing, and user acceptance testing. Lead the DBA, Data conversion and Customization teams that form a part of project team
Stream Leads
1 per stream
75%
Business Users
1-2 per module or stream
50%
Technical Lead
75%
Technical Team members
2-3
75%
Provide technical assistance to the Oracle technical team Routine system house keeping and operations activities
System Operations Personnel
50%
Questions and Answers

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2006 Oracle Corporation Proprietary and Confidential

<Insert Picture Here>

2006 Oracle Corporation Proprietary and Confidential

<Insert Picture Here>

2006 Oracle Corporation Proprietary and Confidential

DMS Solution Overview

2006 Oracle Corporation Proprietary and Confidential

DMS Solution Overview

2006 Oracle Corporation Proprietary and Confidential

Dealer Management - Distribution Stream

Warehouse Management System

Global Order Promising

2006 Oracle Corporation Proprietary and Confidential

Master Records Management

2006 Oracle Corporation Proprietary and Confidential

2006 Oracle Corporation Proprietary and Confidential

2006 Oracle Corporation Proprietary and Confidential

2006 Oracle Corporation Proprietary and Confidential

2006 Oracle Corporation Proprietary and Confidential

Sales History V01

Raw Forecast V01

Adjusted Forecast V01

Consolidated Raw Forecast BB Sales History V02

Consolidated Adj. Forecast BB

Raw Forecast V02

Adjusted Forecast V02

Demand Schedule V01

Demand Schedule V02

V01 - On Hand Balances

V12 - On Hand Balances

NMA Purchase Release

NME Agreement NME Purchase Release

NML Agreement NML Purchase Release

V12 Safety Stock

<Insert Picture Here>

This is the Sales Plan by Model

<Insert Picture Here>

This is the Sales Plan by Color

<Insert Picture Here>

This is the Procurement Plan By Model

<Insert Picture Here>

This is the Procurement Plan By Color

2006 Oracle Corporation Proprietary and Confidential

2006 Oracle Corporation Proprietary and Confidential

Staging and Confirmation Storage

Dealer Management Mfg Networking

Advanced Shipment Notice Main Tables

RCV_SHIPMENT_LINES MTL_TRANSACTION_ACCOUNTS MTL_SERIAL_NUMBERS

<Insert Picture Here>

Putaway Trasnaction in WMS

LANDED COSTS WORKBENCH

Retrieve Landed Cost By Item and Lot Number

Update Deliver Transactions Values with Purchase Price + Applica

ble Calculated Additional Charges

2006 Oracle Corporation Proprietary and Confidential

2006 Oracle Corporation Proprietary and Confidential

2006 Oracle Corporation Proprietary and Confidential

Full Landed Costing Accounting Creation

2006 Oracle Corporation Proprietary and Confidential

JEDDAH SHOWROOM STOCK

VIN004 VIN005 VIN006

Unit Cost: 45,000 Extended Cost: 135,000

N104SG Cost Group N04-1