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• Oracle OpenWorld Key Financials Sessions

  - by Theresa Hickman

  Oracle OpenWorld is just around the corner on Sept. 19-23, 2010 at Moscone Center in San Francisco, California. There will be about 70 financial sessions across all the financials product lines: e-Business Suite, JD Edwards, PeopleSoft, and Fusion. I wanted to highlight some of the key financials sessions: Oracle E-Business Financials: Vision, Release Overview, and Product Roadmap: This session provides a comprehensive overview of Oracle's product strategy for Oracle Financials. This cornerstone session for Oracle Financials includes customer successes with Oracle Financials Release 12.1. Value of Upgrading to Release 12.1 for Oracle Financials: This session provides best practices and lessons learned from customers that have already upgraded to Release 12 and 12.1. PeopleSoft Financial Management Solutions High-Value Roadmap into Release 9.2: This session reviews the roadmap candidate ideas for Release 9.2 and discusses PeopleSoft Financials integration with Oracle solutions, such as Hyperion, Governance, Risk, and Compliance (GRC), and business intelligence products. Oracle Fusion Financials Overview: Terrance Wampler, the VP of Financials Product Strategy, and Rondy Ng, Group VP of Financial Applications Development, will discuss the key product differentiators to help customers understand the value that Oracle Fusion Financials can bring to their organizations. Answers to the Top 10 Questions About Oracle Fusion Financials: This session talks about how Oracle Fusion Financials can coexist with customers' existing investments in e-Busines Suite, PeopleSoft, and JD Edwards. It will also highlight the advantages of the Oracle Fusion technology stack, migration of existing applications to Oracle Fusion, and the role of codevelopment partners, such as Infosys. The panel will also accept questions from the attendees in order to address other questions customers may have about Oracle Fusion. In addition, the following sessions will discuss how customers who are currently using JD Edwards, PeopleSoft, and e-Business Suite can coexist with Fusion Financials without major disruption of existing applications. Customers will learn how they can adopt portions of Oracle Fusion Financials to deliver value-add functionality while maintaining and extending their current deployment of Oracle applications. Understanding Oracle Fusion Financials for JD Edwards Customers Understanding Oracle Fusion Financials for PeopleSoft Customers Understanding Oracle Fusion Financials for Oracle E-Business Suite Customers For more information and to register for OpenWorld, see www.oracle.com/openworld.

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• Advanced Level Troubleshooting for Oracle Process Manufacturing Financials

  - by Annemarie Provisero

  ADVISOR WEBCAST: Advanced Level Troubleshooting for Oracle Process Manufacturing Financials PRODUCT FAMILY: Oracle Process Manufacturing     February 16, 2011 at 8 am PT, 9 am MT, 11 am ET This one-hour session provides basic to advanced level troubleshooting information for Functional Users, System Administrators, DBAs and Customers. TOPICS WILL INCLUDE: Find Log File and Error messages for important processes in OPM Financials. Important SQL queries and filtering transaction related issues. Enabling Debug mode in OPM Financials and SLA. A short, live demonstration (only if applicable) and question and answer period will be included. Oracle Advisor Webcasts are dedicated to building your awareness around our products and services. This session does not replace offerings from Oracle Global Support Services. Click here to register for this session ------------------------------------------------------------------------------------------------------------- The above webcast is a service of the E-Business Suite Communities in My Oracle Support.For more information on other webcasts, please reference the Oracle Advisor Webcast Schedule.Click here to visit the E-Business Communities in My Oracle Support Note that all links require access to My Oracle Support.

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• World Record Performance on PeopleSoft Enterprise Financials Benchmark on SPARC T4-2

  - by Brian

  Oracle's SPARC T4-2 server achieved World Record performance on Oracle's PeopleSoft Enterprise Financials 9.1 executing 20 Million Journals lines in 8.92 minutes on Oracle Database 11g Release 2 running on Oracle Solaris 11. This is the first result published on this version of the benchmark. The SPARC T4-2 server was able to process 20 million general ledger journal edit and post batch jobs in 8.92 minutes on this benchmark that reflects a large customer environment that utilizes a back-end database of nearly 500 GB. This benchmark demonstrates that the SPARC T4-2 server with PeopleSoft Financials 9.1 can easily process 100 million journal lines in less than 1 hour. The SPARC T4-2 server delivered more than 146 MB/sec of IO throughput with Oracle Database 11g running on Oracle Solaris 11. Performance Landscape Results are presented for PeopleSoft Financials Benchmark 9.1. Results obtained with PeopleSoft Financials Benchmark 9.1 are not comparable to the the previous version of the benchmark, PeopleSoft Financials Benchmark 9.0, due to significant change in data model and supports only batch. PeopleSoft Financials Benchmark, Version 9.1 Solution Under Test Batch (min) SPARC T4-2 (2 x SPARC T4, 2.85 GHz) 8.92 Results from PeopleSoft Financials Benchmark 9.0. PeopleSoft Financials Benchmark, Version 9.0 Solution Under Test Batch (min) Batch with Online (min) SPARC Enterprise M4000 (Web/App) SPARC Enterprise M5000 (DB) 33.09 34.72 SPARC T3-1 (Web/App) SPARC Enterprise M5000 (DB) 35.82 37.01 Configuration Summary Hardware Configuration: 1 x SPARC T4-2 server 2 x SPARC T4 processors, 2.85 GHz 128 GB memory Storage Configuration: 1 x Sun Storage F5100 Flash Array (for database and redo logs) 2 x Sun Storage 2540-M2 arrays and 2 x Sun Storage 2501-M2 arrays (for backup) Software Configuration: Oracle Solaris 11 11/11 SRU 7.5 Oracle Database 11g Release 2 (11.2.0.3) PeopleSoft Financials 9.1 Feature Pack 2 PeopleSoft Supply Chain Management 9.1 Feature Pack 2 PeopleSoft PeopleTools 8.52 latest patch - 8.52.03 Oracle WebLogic Server 10.3.5 Java Platform, Standard Edition Development Kit 6 Update 32 Benchmark Description The PeopleSoft Enterprise Financials 9.1 benchmark emulates a large enterprise that processes and validates a large number of financial journal transactions before posting the journal entry to the ledger. The validation process certifies that the journal entries are accurate, ensuring that ChartFields values are valid, debits and credits equal out, and inter/intra-units are balanced. Once validated, the entries are processed, ensuring that each journal line posts to the correct target ledger, and then changes the journal status to posted. In this benchmark, the Journal Edit & Post is set up to edit and post both Inter-Unit and Regular multi-currency journals. The benchmark processes 20 million journal lines using AppEngine for edits and Cobol for post processes. See Also Oracle PeopleSoft Benchmark White Papers oracle.com SPARC T4-2 Server oracle.com OTN PeopleSoft Financial Management oracle.com OTN Oracle Solaris oracle.com OTN Oracle Database 11g Release 2 Enterprise Edition oracle.com OTN Disclosure Statement Copyright 2012, Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Results as of 1 October 2012.

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• Oracle Financials In the News

  - by Di Seghposs

  Coming off of OpenWorld and all the excitement around Oracle’s “Cloud” strategy, we thought we’d share what others had to say recently about Oracle’s financial solutions in and out of the cloud: Information Management, the educated reader’s choice for the latest news, commentary and feature content serving the information technology and business community, had an interesting blog post from Bill McNee of Saugatuck Technology, entitled, “A Bull Market for Finance Cloud Apps”. In the post, he highlights Oracle as one of the ‘significant players’ in the space… Oracle: As recently announced, Oracle is now aggressively marketing its Oracle Fusion Financials Cloud Service to midsize and large enterprise customers. While we anticipate that this solution set will primarily appeal to a portion of the existing Oracle customer footprint, rather than taking share from competitors, it is embedding some strong mobile and social capabilities that should help it gain traction. Read the full article - “A Bull Market for Finance Cloud Apps” Ventana Research, a leading benchmark research and advisory services firm, made mention to Oracle Fusion Financials in a recent blog post. While we all know ‘boring is cool’, it was cool to see Robert Kugel, SVP Research, discussing Oracle’s Fusion Financials strategy. Here’s some excerpts: “For at least the next five years I believe Oracle has a good strategy, because the transition from the existing Oracle ERP offerings to Fusion Financials can be less painful than similar migrations…” “Deploying Fusion GL can facilitate a more consistent and faster way to execute finance department functions.” “Fusion Financials is the go-forward accounting and financial applications suite that will coexist…” “Whether or not it’s time to migrate, I think all users of Oracle’s E-Business Suite, Oracle Applications, PeopleSoft and JD Edwards software should consider Fusion GL as part of an ongoing program to extract more value from their core financial systems.” Read the full article - “Oracle Fusion Financials: Boring is Cool”

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• The Benefits of Oracle E-Business Suite R12 Financials

  Terrance Wampler, VP for Oracle's E-Business Suite Financials Product Strategy talks with Fred about the architectural changes in the R12 release as well as how EBS R12 Financials provides simplification, standardization, and process efficiencies for customers.

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• DCOGS Balance Breakup Diagnostic in OPM Financials

  - by ChristineS-Oracle

  Purpose of this diagnostic (OPMDCOGSDiag.sql) is to identify the sales orders which constitute the Deferred COGS account balance.This will help to get the detailed transaction information for Sales Order/s Order Management, Account Receivables, Inventory and OPM financials sub ledger at the Organization level.  This script is applicable for various scenarios of Standard Sales Order, Return Orders (RMA) coupled with all the applicable OPM costing methods like Standard, Actual and Lot costing.  OBJECTIVE: The sales order(s) which are at different stages of their life cycle in one spreadsheet at one go. To collect the information of: This will help in: Lesser time for data collection. Faster diagnosis of the issue. Easy collaboration across different modules like  Order Management, Accounts Receivables, Inventory and Cost Management.  You can download the script from Doc ID 1617599.1 DCOGS Balance Breakup (SO/RMA) and Diagnostic Analyzer in OPM Financials.

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• Extending the Value of Your Oracle Financials Applications Investment with Document Capture, Imaging and Workflow

  Learn how Oracles end-to-end document imaging system extends the value and increases the automation of your Oracle Financials applications by using intelligent capture and imaging technologies to streamline high volume operations like accounts payable. Oracle Imaging and Process Management 11g (Oracle I/PM 11g) offers an integrated system that digitizes paper invoices, intelligently extracts header information and line item details, initiates automated workflows, and enables in-context access to imaged invoices directly from Oracle Applications, including Oracle E-Business Suite Financials and PeopleSoft Enterprise Financial Management. Come hear more about these certfied, standards-based application integrations as well as how document imaging can help your organization achieve quick, measurable ROI, by increasing efficiencies across financial departments, and reducing costs related to paper storage and handling.

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• Getting Started with Oracle Fusion Financials

  Designed from the ground-up using the latest technology advances and incorporating the best practices gathered from Oracle's thousands of customers, Fusion Applications are 100 percent open standards-based business applications that set a new standard for the way we innovate, work and adopt technology. Delivered as a complete suite of modular applications, Fusion Applications work with your existing portfolio to evolve your business to a new level of performance. In this AppCast, part of a special series on Fusion Applications, you hear about the unique advantages of Fusion Financials, learn about the scope of the first release and discover how Fusion Financials modules can be used to complement and enhance your existing finance solutions.

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• BPEL Technology: A tool for Apps-to-Apps integration, using Oracle EBS Financials and Oracle's Retai

  Listen to Jeff Wexler, Senior Director of Oracle's Retail Industry Strategy and Amlan Debnath, VP of Oracle's Server Technologies speak with Cliff about their recent experience using Oracle's Business Process Execution Language (BPEL) to support integration between Oracle E-Business Suite Financials and Oracle's Retail Merchandising Industry Solution and find out how to get more info about this technology.

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• Landed Cost Management Integration with OPM Financials

  - by Robert Story

  Upcoming WebcastTitle: Landed Cost Management Integration with OPM FinancialsDate: April 21, 2010 Time: 11:00 am EDT, 9:00 am PDT, 8:00 am MDT Product Family: EBS: Process Manufacturing Summary This one-hour session will present setup overview and detailed steps for a test case, and is recommended for functional users who are using OPM Financials module with an actual costing method. Topics will include: Overview on Landed Cost Management functionality Setup steps and a test case Some technical considerations Documentation and other reference materials available A short, live demonstration (only if applicable) and question and answer period will be included. Click here to register for this session....... ....... ....... ....... ....... ....... .......The above webcast is a service of the E-Business Suite Communities in My Oracle Support.For more information on other webcasts, please reference the Oracle Advisor Webcast Schedule.Click here to visit the E-Business Communities in My Oracle Support Note that all links require access to My Oracle Support.

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• View the Replay of Fusion Applications - Financials Highlights Lunchtime Webinar

  - by Theresa Hickman

  If you missed the free one hour Webinar and training on Feb. 28 that I blogged about in a previous blog post, you can view the replay at your convenience. Fusion Applications – Financials Highlights URL: http://education.oracle.com/education/downloads/Fusion_Financials_LVCRecording/ If it asks you for a code, enter E1049. For those of you who pre-registered for this Webinar but due to the timezone difference could not attend, you should have also received an email from Oracle University with a link to the replay. Enjoy!  

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• Oracle E-Business Financials Recommended Patch Collections (RPCs) for R12.1.3 Have Been Released for August 2012

  - by Oracle_EBS

  What is a Recommended Patch Collection (RPC)? An RPC is a collection of recommended patches consolidated into a single, downloadable patch, ready to be applied. The RPCs are created with the following goals in mind: Stability: Address issues that occur often and interfere with the normal completion of crucial business processes, such as period close--as observed by Oracle Development and Global Customer Support. Root Cause Fixes: Deliver a root cause fix for data corruption issues that delay period close, normal transaction flow actions, performance, and other issues. Compact: While bundling a large number of important corrections, we have kept the file footprint as small as possible to facilitate uptake and minimize testing. Reliable: Reliable code with multiple customer downloads and comprehensive testing by QA, Support and Proactive Support. RPCs are available for the following products: Cash Management Collections E-Business Tax Financials for India Fixed Assets General Ledger Internet Expenses iReceivables Loans Payables Payments Receivables Subledger Accounting For the latest Financials Recommended Patch Collections (RPCs), please view: EBS: R12.1 Oracle Financials Recommended Patches [Doc ID 954704.1].

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• Oracle's PeopleSoft Customer Advisory Boards Convene to Discuss Roadmap at Pleasanton Campus

  - by john.webb(at)oracle.com

  Last week we hosted all of the PeopleSoft CABs (Customer Advisory Boards) at our Pleasanton Development Center to review our detailed designs for future Feature Packs, PeopleSoft 9.2, and beyond. Over 150 customers from 79 companies attended representing a variety of industries, geographies, and company sizes. The PeopleSoft team relies heavily on this group to provide key input on our roadmap for applications as well as technology direction. A good product strategy is one part well thought out idea with many handfuls of customer validation, and very often our best ideas originate from these customer discussions. While the individual CABs have frequent interactions with our teams, it's always great to have all of them in one place and in person. Our attendance was up from last year which I attribute to two things: (1) More interest as a result of PeopleSoft 9.1 upgrade; (2) An improving economy allowing for more travel. Maybe we should index the second item meeting-to-meeting and use it as a market indicator - we'll see! We kicked off the day one session with an overview of the PeopleSoft Roadmap and I outlined our strategy around Feature Packs and PeopleSoft 9.2. Given the high adoption rate of PeopleSoft 9.1 (over 4x that of 9.0 given the same time lapse since the release date), there was a lot of interest around the 9.1 Feature Packs as a vehicle for continuous value. We provided examples of our 3 central design themes: Simplicity, Productivity, and lower TCO, including those already delivered via Feature Packs in 2010. A great example of this is the Company Directory feature in PeopleSoft HCM. The configuration capabilities and the new actionable links our CAB advised us on last Spring were made available to all customers late last year. We reviewed many more future Navigation changes that will fundamentally change the way users interact with PeopleSoft. Our old friend, the menu tree, is being relegated from center stage to a bit part, with new concepts like Activity Guides, Train Stops, Related Actions, Work Centers, Collaborative Workspaces, and Secure Enterprise Search bringing users what they need in a contextual, role based manner with fewer clicks. Paco Aubrejuan, our PeopleSoft GM, and Steve Miranda, the SVP for Fusion Applications, then discussed our plans around Oracle's Application Investment Strategy.  This included our continued investment in developing both PeopleSoft and Fusion as well as the co-existence strategy with new Fusion Apps integrating to PeopleSoft Apps. Should you want to view this presentation, a recording is available. Jeff Robbins, our lead PeopleTools Strategist, provided the roadmap for PeopleTools and discussed our continuing plan to deliver annual releases to further evolve the user experience. Numerous examples were highlighted with the Navigation techniques I mentioned previously. Jeff also provided a lot of food for thought around Lifecycle Management topics and how to remain current on releases with a  lower cost of ownership. Dennis Mesler, from Boise, was the guest speaker in this slot, who spoke about the new PeopleSoft Test Framework (PTF). Regression Testing is a key cost component when product updates are applied. This new tool (which is free to all PeopleSoft customers as part of PeopleTools 8.51) provides a meta data driven approach to recording and executing test scripts. Coupled with what our Usage Monitor enables, PTF provides our customers a powerful tool to lower costs and manage product updates more efficiently and at the time of their choosing. Beyond the general session, we broke out into the individual CABs: HCM, Financials, ESA/ALM, SRM, SCM, CRM, and PeopleTools/ Technology. A day and half of very engaging discussions around our plans took place for each product pillar. More about that to follow in future posts.      We capped the first day with a reception sponsored by our partners: InfoSys, SmartERP (represented by Doris Wong), and Grey Sparling  Solutions (represented by Chris Heller and Larry Grey). Great to see these old friends actively engaged in the very busy PeopleSoft ecosystem!   Jeff Robbins previews the roadmap for PeopleTools with the PeopleSoft CAB  

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• PeopleSoft Mobile Expenses and Mobile Approvals now available in FSCM 9.1

  - by Howard Shaw

  Oracle is pleased to announce the release of two new applications, PeopleSoft Mobile Expenses and PeopleSoft Mobile Approvals, which are now generally available in PeopleSoft FSCM 9.1. These are the first two of many upcoming applications designed and built to cater directly to the mobile workforce by providing user-friendly access to key business functions on a smartphone or tablet. Enter and Submit Expenses Anytime, Anywhere PeopleSoft Mobile Expenses provides the ability to enter employee expense reports quickly and easily, for busy travelers on the go. The contemporary, streamlined user interface is optimized for mobile devices (that support HTML 5), such as tablets or smartphones, and provides a simple-to-use tool for capturing expenses as they are being incurred, submitting expense reports while waiting at the airport, approving your employees’ expense reports, and more. And since it is part of the PeopleSoft Mobile Applications suite, you don’t have to wait until you return home or to the office, which can lead to improved efficiencies. The user interface and gesture actions (for example, swipe, touch, and so on) will be immediately familiar to mobile device users, and is specifically targeted to keep the experience as streamlined as possible for just the tasks you need to get to while on the go. In addition, PeopleSoft Mobile Expenses leverages all of the powerful expense policy compliance tools delivered by PeopleSoft Expenses, contributing to reduced spend and increased efficiency throughout your organization. PeopleSoft Mobile Expenses is integrated directly with PeopleSoft Mobile Approvals, so managers can quickly approve submitted expense reports in addition to entering or reviewing their own expenses. Manage Approvals Anytime, Anywhere PeopleSoft Mobile Approvals improves productivity and keeps business moving forward when your users are on the go without comprising business imperatives and operational policies. This innovative solution is delivered using the latest HTML 5 technology to allow customers to manage their critical tasks anytime through any device. PeopleSoft Approvals enables your users to approve transactions through the desktop, smart phones or tablet devices. This will speed up the approval process thus avoiding potential late payment penalties and supports early payment discounts for invoices. For more information, please watch the Video Feature Overviews (VFO) available on YouTube (links below) or contact your application sales representative. PeopleSoft Mobile ExpensesPeopleSoft Mobile Approvals The PeopleSoft Mobile Applications 9.1 documentation update for Bundle 23 is available under MOS Document ID 1495035.1.

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• Oracle OpenWorld - 3 Days and Counting!

  - by Theresa Hickman

  If you haven’t set your schedule for OpenWorld yet, here’s your chance to reserve a seat at some of the key Financial Management sessions. There’s over 120 sessions specific to our Financials audience that will not only focus on Oracle’s financial product lines, but will also discuss controls and compliance, as well as analytics, budgeting/planning, and financial reporting and the close process. For a complete list of sessions, view any of the Focus on Documents located on the OpenWorld site. Key Sessions: Day Time Session Location Monday 3:15 Oracle Fusion Financials: Overview, Strategy, Customer Experiences, and Roadmap Moscone West - 2003 Monday 3:15 Oracle Financials: Strategy, Update, and Roadmap Moscone West - 3006 Tuesday 11:45 General Session: What’s Next for Financial Management Solutions at Oracle? Moscone West - 3002/3004 Tuesday 1:15 Exploring Oracle Preventive Controls Governor’s Features Through Real-Life Examples Palace Hotel - Presidio Weds 10:15 Oracle Hyperion Enterprise Performance Management: A Bridge to Oracle Fusion Financials Palace Hotel - Concert Weds 1:15 Oracle Fusion Financials Coexistence with Oracle E-Business Suite Moscone West - 2011 Weds 3:30 McDonald’s Adopts Financial Analytics to Increase Business Performance Moscone West - 2011 Thursday 12:45 User Panel: Reducing Upgrade Errors and Effort While Improving Compliance Palace Hotel Palace Hotel - Presidio

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• Lending Club Selects Oracle ERP Cloud Service

  - by Di Seghposs

  Another Oracle ERP Cloud Service customer turning to Oracle to help increase efficiencies and lower costs!! Lending Club, the leading platform for investing in and obtaining personal loans, has selected Oracle Fusion Financials to help improve decision-making and workflow, implement robust reporting, and take advantage of the scalability and cost savings provided by the cloud. After an extensive search, Lending Club selected Oracle due to the breadth and depth of capabilities and ongoing innovation of Oracle ERP Cloud Service. Since their online lending platform is internally developed, they chose Oracle Fusion Financials in the cloud to easily integrate with current systems, keep IT resources focused on the organization’s own platform, and reap the benefits of lowered costs in the cloud. The automation, communication and collaboration features in Oracle ERP Cloud Service will help Lending Club achieve their efficiency goals through better workflow, as well as provide greater control over financial data. Lending Club is also implementing robust analytics and reporting to improve decision-making through embedded business intelligence. “Oracle Fusion Financials is clearly the industry leader, setting an entirely new level of insight and efficiencies for Lending Club,” said Carrie Dolan, CFO, Lending Club. “We are not only incredibly impressed with the best-of-breed capabilities and business value from our adoption of Oracle Fusion Financials, but also the commitment from Oracle to its partners, customers, and the ongoing promise of innovation to come.” Resources: Oracle ERP Cloud Service Video Oracle ERP Cloud Service Executive Strategy Brief Oracle Fusion Financials Quick Tour of Oracle Fusion Financials If you haven't heard about Oracle ERP Cloud Service, check it out today!

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• Virtual Trade Show Available On Demand

  - by Theresa Hickman

  If you missed the Oracle Applications Virtual Trade Show on Feb. 3rd, 2011, you can still view all the recordings now and for the next three months. There are 36 sessions at 30 minutes each, covering 5 tracks, such as Oracle E-Business Suite, PeopleSoft, JD Edwards, Fusion, and Hyperion. Multiple product areas are covered from Financials, Procurement, Supply Chain, CRM, Performance Management, etc. The following lists the Financials sessions for the various product lines. Planning Your Successful Upgrade to Oracle E-Business Suite Financials 12.1. In this session, Bryant and Stratton College talk about their upgrade. Planning Your Successful Upgrade to PeopleSoft Financials 9.1. In this session, the University of Central Florida share their upgrade story. Fusion Financials: The New Standard for Finance. In this session, Terrance Wampler, the VP of Financial Application Strategy discusses the business value of Oracle's next generation financial applications and how customers can take advantage of Fusion Financials alongside their existing investments. Click here, to register and view any session recording at your convenience!

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• Announcing the New Virtual Briefing Center

  - by Theresa Hickman

  Do you want to hear about real-world customer success stories? Or listen to Oracle Application leaders discuss the value in the latest releases of Oracle Application products? Do you want one place to download up-to-date content, including white papers, podcasts, webcasts and presentations? Did you miss the Virtual Trade Show at the beginning of 2011? If you answered yes to any of these questions, then the Virtual Briefing Center is the place to get up-to-date Oracle product information for Oracle E-Business Suite, PeopleSoft, JD Edwards, Fusion, Siebel and Hyperion across multiple product areas from financials, procurement, supply chain, CRM, Performance Management, and more. Every month we will have "Monthly Spotlights" to showcase new content. The following lists the upcoming live webcasts in July 2011: Weds. July 6, 2011 at 9:00 a.m. PST/12:00 p.m. EST: Hear about Amway’s upgrade to Oracle E-Business Suite 12.1 and how they stabilized financial modules, especially the month-end close processes. Thurs. July 14, 2011 at 9:00 a.m. PST/12:00 p.m. EST: Hear West Corporation share their PeopleSoft 9.1 upgrade, resulting in improved self-service, more robust reporting capabilities and new workflow and processes. Thurs. July 21, 2011 at 9:00 a.m. PST/12:00 p.m. EST: Learn how MFlex improved their operations, saved manpower and reduced time to close with their upgrade to JD Edwards EnterpriseOne 9.0. Thurs. July 28, 2011 at 9:00 a.m. PST/12:00 p.m. EST: IEEE discusses their upgrade to Siebel 8.1 using open web service architecture for faster SOA enablement allowing them to scale their membership capacity by 250%. If you cannot attend any of the above live events, that's OK because each of the webcasts in this series will be recorded and available on demand. And for you Financials folks who may have missed the webcasts from the Virtual Trade Show earlier this year, you can view them on demand by Visiting the Resource Library: Planning Your Successful Upgrade to Oracle E-Business Suite Financials 12.1. In this session, Bryant and Stratton College talk about their upgrade. Planning Your Successful Upgrade to PeopleSoft Financials 9.1. In this session, the University of Central Florida share their upgrade story. Fusion Financials: The New Standard for Finance. In this session, Terrance Wampler, the VP of Financial Application Strategy discusses the business value of Oracle's next generation financial applications and how customers can take advantage of Fusion Financials alongside their existing investments. What are you waiting for? Register now!

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• PASS: FY10 Actuals Posted

  - by Bill Graziano

  Earlier this year we published preliminary fiscal year 2010 financials to the Governance page on the PASS web site.  Please remember that FY10 runs from July 1st, 2009 through June 30th, 2010 and includes the November 2009 Summit.  We do our fiscal year this way so that the Summit falls earlier in the fiscal year.  The financials we had posted were P&L numbers at the portfolio level.  Prior to this we had posted our detailed budget but only posted the auditors report at the end of each year.  Today we updated our published financials to include: Pre-audit actuals from FY10 at the same level as our budget.  The document has both actuals and budget for FY10 side by side.  This is over 20 pages of detailed financial information covering hundreds of line-items. A letter describing key differences between our budget and actuals.  I walked through each line item where the difference was greater than $25,000 and explained what happened and why. We updated the financial graph going back to 2003 to include FY10. This update should “close the loop” on our financials.  You can now start with the published budget and compare it to the finished financials at the same level of detail.  We also plan to publish the auditor’s report when that is completed -- as we do every year. Overall I’m very happy with how FY10 turned out.  Keep in mind that this was the November 2009 Summit so we were still facing economic challenges.  With all that we were roughly break-even showing a $15,000 profit on $3.9 million of revenue.  I didn’t find anything shocking in reviewing our actual vs. budget but there were a few things that needed explanation.  You can see those in the letter on the governance page. Please keep in mind that these are the actuals from our operating financials.  The auditor may have us make adjustments for depreciation or other financial transactions.  We may also account for certain transactions differently for tax purposes than we do for financial reporting purposes.  I feel these financial statements give you the clearest picture of how our organization spends its money. We were late publishing these this year.  We were working through some tax issues and that delayed our ability to file our final tax forms which delayed this process.  In hindsight I should have published these documents as soon as we had them and not waited for the tax issues.  We’ll do this better in the future. And on a final note, you don’t need to login to view these documents.  If you have any questions you can post them here.  If we get more than a few questions we may see about creating some forums for financial issues on the PASS web site.

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• Join the Cloud - Just Like Lending Club

  - by Di Seghposs

  See why Lending Club, the leading platform for investing in and obtaining personal loans, selected Oracle Fusion Financials to help improve decision-making and workflow, implement robust reporting, and take advantage of the scalability and cost savings provided by the cloud. Watch the Lending Club video. Additional Resources: Oracle ERP Cloud Service Video Oracle ERP Cloud Service Executive Strategy Brief Oracle Fusion Financials Quick Tour of Oracle Fusion Financials

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• One controller with multiple models? Am I doing this correctly?

  - by user363243

  My web app, up until this point, has been fairly straight forward. I have Users, Contacts, Appointments and a few other things to manage. All of these are easy - it's just one model per section so I just did a scaffold for each, then modified the scaffolded code to fit my need. Pretty easy... Unfortunately I am having a problem on this next section because I want the 'Financials' section of my app to be more in depth than the other sections which I simply scaffolded. For example, when the user clicks the 'Contacts' link on the navigation bar, it just shows a list of contacts, pretty straight forward and is in line with the scaffold. However, when the user clicks the 'Financials' link on the navigation bar, I want to show the bank accounts on the left of the page and a few of the transactions on the right. So the financials tab will basically work with data from two models: transactions and bank_accounts. I think I should make the models (transactions & bank_accounts) and then make a controller called Financials, then I can query the models from the Financials controller and display the pages in app/views/financials/ Am I correct in this app layout? I have never worked with more than the basics of scaffolding so I want to ensure I get this right! Thank you!

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• Oracle???????????47??????????

  - by user758881

  Oracle???2014?5?31???,??????,40?Oracle???????47????Oracle??? Oracle Accelerate ????? ?Oracle 2014?????????47???????????????????????Oracle????,??Oracle Financials Cloud, Oracle Sales Cloud ? Oracle Service Cloud –???? Oracle CX Cloud, ?? Oracle Human Capital Management (HCM) Cloud. ???Oracle Accelerate??????????????????? ???????????????????, ??, ???, ??, ??, ???????????????????,????????????????? ???????????????????????????????,Oracle??????????????????????Oracle???Oracle????????????? l   ??????????,???????????????——Oracle ???? eVerge Group, Certus Solutions, Presence of IT, CSolutor, Grant Thornton, ? KBACE Technologies ?????Oracle HCM Cloud ?Oracle Accelerate ????????????????????????,???????????????????,???????????????? l   ???????????????????????????——DAZ, Inc., Frontera Consulting?Inoapps ?????Oracle Financials Cloud????????????????????????? l   ?????????????????????——Capricorn Ventis, Enigen, Fellow Consulting, Solveso Interactive, CSolutor, Birchman Consulting,BPI On Demand, Business Technology Services (BizTech)? eVerge Group?????Oracle CX Cloud?????????????????????????? ??,Oracle???????????????????????????????????: l   ?????? BPI On Demand ??????????????????????Oracle Sales Cloud????? ?????????? ·          “??????????????????? ???Oracle Financials Cloud?Oracle Accelerate???? ?????????????????????????????????????????????????”–Phil Wilson, Business Development & Alliances,Inoapps ·          “KBACE?Oracle Accelerate???????KBACE ????????????????????????????????????????KBACE? Oracle Accelerate????,??Oracle HCM???,????????????????????”–Mike Peterson, President & COO, KBACE Technologies ·          “???????Oracle Financials Cloud,??????????????????????????????????????????????Oracle Accelerate????,????????????????????”—Deborah Arnold, President, DAZ Systems, Inc. ·          “????????????Oracle ERP Cloud????Oracle Accelerate?????????????????” - Sean Moore, Principal. C3Biz ·          “????,????Oracle HCM????????????????????????????eVerge Group??Oracle HCM????Oracle Accelerate???????????????????????” - John Peketz, Vice President, Marketing, eVerge Group

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• How you can extend Tasklists in Fusion Applications

  - by Elie Wazen

  In this post we describe the process of modifying and extending a Tasklist available in the Regional Area of a Fusion Applications UI Shell. This is particularly useful to Customers who would like to expose Setup Tasks (generally available in the Fusion Setup Manager application) in the various functional pillars workareas. Oracle Composer, the tool used to implement such extensions allows changes to be made at runtime. The example provided in this document is for an Oracle Fusion Financials page. Let us examine the case of a customer role who requires access to both, a workarea and its associated functional tasks, and to an FSM (setup) task.  Both of these tasks represent ADF Taskflows but each is accessible from a different page.  We will show how an FSM task is added to a Functional tasklist and made accessible to a user from within a single workarea, eliminating the need to navigate between the FSM application and the Functional workarea where transactions are conducted. In general, tasks in Fusion Applications are grouped in two ways: Setup tasks are grouped in tasklists available to implementers in the Functional Setup Manager (FSM). These Tasks are accessed by implementation users and in general do not represent daily operational tasks that fit into a functional business process and were consequently included in the FSM application. For these tasks, the primary organizing principle is precedence between tasks. If task "Manage Suppliers" has prerequisites, those tasks must precede it in a tasklist. Task Lists are organized to efficiently implement an offering. Tasks frequently performed as part of business process flows are made available as links in the tasklist of their corresponding menu workarea. The primary organizing principle in the menu and task pane entries is to group tasks that are generally accessed together. Customizing a tasklist thus becomes required for business scenarios where a task packaged under FSM as a setup task, is for a particular customer a regular maintenance task that is accessed for record updates or creation as part of normal operational activities and where the frequency of this access merits the inclusion of that task in the related operational tasklist A user with the role of maintaining Journals in General Ledger is also responsible for maintaining Chart of Accounts Mappings.  In the Fusion Financials Product Family, Manage Journals is a task available from within the Journals Menu whereas Chart of Accounts Mapping is available via FSM under the Define Chart of Accounts tasklist Figure 1. The Manage Chart of Accounts Mapping Task in FSM Figure 2. The Manage Journals Task in the Task Pane of the Journals Workarea Our goal is to simplify cross task navigation and allow the user to access both tasks from a single tasklist on a single page without having to navigate to FSM for the Mapping task and to the Journals workarea for the Manage task. To accomplish that, we use Oracle Composer to customize  the Journals tasklist by adding to it the Mapping task. Identify the Taskflow name and path of the FSM Task The first step in our process is to identify the underlying taskflow for the Manage Chart of Accounts Mappings task. We select to Setup and Maintenance from the Navigator to launch the FSM Application, and we query the task from Manage Tasklists and Tasks Figure 3. Task Details including Taskflow path The Manage Chart of Accounts Mapping Task Taskflow is: /WEB-INF/oracle/apps/financials/generalLedger/sharedSetup/coaMappings/ui/flow /CoaMappingsMainAreaFlow.xml#CoaMappingsMainAreaFlow We copy that value and use it later as a parameter to our new task in the customized Journals Tasklist. Customize the Journals Page A user with Administration privileges can start the run time customization directly from the Administration Menu of the Global Area.  This customization is done at the Site level and once implemented becomes available to all users with access to the Journals Workarea. Figure 4.  Customization Menu The Oracle Composer Window is displayed in the same browser and the Hierarchy of the page component is displayed and available for modification. Figure 5.  Oracle Composer In the composer Window select the PanelFormLayout node and click on the Edit Button.  Note that the selected component is simultaneously highlighted in the lower pane in the browser. In the Properties popup window, select the Tasks List and Task Properties Tab, where the user finds the hierarchy of the Tasklist and is able to Edit nodes or create new ones. src="https://blogs.oracle.com/FunctionalArchitecture/resource/TL5.jpg" Figure 6.  The Tasklist in edit mode Add a Child Task to the Tasklist In the Edit Window the user will now create a child node at the desired level in the hierarchy by selecting the immediate parent node and clicking on the insert node button.  This process requires four values to be set as described in Table 1 below. Parameter Value How to Determine the Value Focus View Id /JournalEntryPage This is the Focus View ID of the UI Shell where the Tasklist we want to customize is.  A simple way to determine this value is to copy it from any of the Standard tasks on the Tasklist Label COA Mapping This is the Display name of the Task as it will appear in the Tasklist Task Type dynamicMain If the value is dynamicMain, the page contains a new link in the Regional Area. When you click the link, a new tab with the loaded task opens Taskflowid /WEB-INF/oracle/apps/financials/generalLedger/sharedSetup/ coaMappings/ui/flow/ CoaMappingsMainAreaFlow.xml#CoaMappingsMainAreaFlow This is the Taskflow path we retrieved from the Task Definition in FSM earlier in the process Table 1.  Parameters and Values for the Task to be added to the customized Tasklist Figure 7.   The parameters window of the newly added Task   Access the FSM Task from the Journals Workarea Once the FSM task is added and its parameters defined, the user saves the record, closes the Composer making the new task immediately available to users with access to the Journals workarea (Refer to Figure 8 below). Figure 8.   The COA Mapping Task is now visible and can be invoked from the Journals Workarea   Additional Considerations If a Task Flow is part of a product that is deployed on the same app server as the Tasklist workarea then that task flow can be added to a customized tasklist in that workarea. Otherwise that task flow can be invoked from its parent product’s workarea tasklist by selecting that workarea from the Navigator menu. For Example The following Taskflows  belong respectively to the Subledger Accounting, and to the General Ledger Products.  /WEB-INF/oracle/apps/financials/subledgerAccounting/accountingMethodSetup/mappingSets/ui/flow/MappingSetFlow.xml#MappingSetFlow /WEB-INF/oracle/apps/financials/generalLedger/sharedSetup/coaMappings/ui/flow/CoaMappingsMainAreaFlow.xml#CoaMappingsMainAreaFlow Since both the Subledger Accounting and General Ledger products are part of the LedgerApp J2EE Applicaton and are both deployed on the General Ledger Cluster Server (Figure 8 below), the user can add both of the above taskflows to the  tasklist in the  /JournalEntryPage FocusVIewID Workarea. Note:  both FSM Taskflows and Functional Taskflows can be added to the Tasklists as described in this document Figure 8.   The Topology of the Fusion Financials Product Family. Note that SubLedger Accounting and General Ledger are both deployed on the Ledger App Conclusion In this document we have shown how an administrative user can edit the Tasklist in the Regional Area of a Fusion Apps page using Oracle Composer. This is useful for cases where tasks packaged in different workareas are frequently accessed by the same user. By making these tasks available from the same page, we minimize the number of steps in the navigation the user has to do to perform their transactions and queries in Fusion Apps.  The example explained above showed that tasks classified as Setup tasks, meaning made accessible to implementation users from the FSM module can be added to the workarea of their respective Fusion application. This eliminates the need to navigate to FSM to access tasks that are both setup and regular maintenance tasks. References Oracle Fusion Applications Extensibility Guide 11g Release 1 (11.1.1.5) Part Number E16691-02 (Section 3.2) Oracle Fusion Applications Developer's Guide 11g Release 1 (11.1.4) Part Number E15524-05

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• Drinking Our Own Champagne: Fusion Accounting Hub at Oracle

  - by Di Seghposs

  A guest post by Corey West, Senior Vice President, Oracle's Corporate Controller and Chief Accounting Officer There's no better story to tell than one about Oracle using its own products with blowout success. Here's how this one goes. As you know, Oracle has increased its share of the software market through a number of high-profile acquisitions. Legally combining companies is a very complicated process -- it can take months to complete, especially for the acquisitions with offices in several countries, each with its own unique laws and regulations. It's a mission critical and time sensitive process to roll an acquired company's legacy systems (running vital operations, such as accounts receivable and general ledger (GL)) into the existing systems at Oracle. To date, we've run our primary financial ledgers in E-Business Suite R12 -- and we've successfully met the requirements of the business and closed the books on time every single quarter. But there's always room for improvement and that comes in the form of Fusion Applications. We are now live on Fusion Accounting Hub (FAH), which is the first critical step in moving to a full Fusion Financials instance. We started with FAH so that we could design a global chart of accounts. Eventually, every transaction in every country will originate from this global chart of accounts -- it becomes the structure for managing our business more uniformly. In conjunction, we're using Oracle Hyperion Data Relationship Management (DRM) to centralize and automate governance of our global chart of accounts and related hierarchies, which will help us lower our costs and greatly reduce risk. Each month, we have to consolidate data from our primary general ledgers. We have been able to simplify this process considerably using FAH. We can now submit our primary ledgers running in E-Business Suite (EBS) R12 directly to FAH, eliminating the need for more than 90 redundant consolidation ledgers. Also we can submit incrementally, so if we need to book an adjustment in a primary ledger after close, we can do so without re-opening it and re-submitting. As a result, we have earlier visibility to period-end actuals during the close. A goal of this implementation, and one that we successfully achieved, is that we are able to use FAH globally with no customization. This means we have the ability to fully deploy ledger sets at the consolidation level, plus we can use standard functionality for currency translation and mass allocations. We're able to use account monitoring and drill down functionality from the consolidation level all the way through to EBS primary ledgers and sub-ledgers, which allows someone to click through a transaction appearing at the consolidation level clear through to its original source, a significant productivity enhancement when doing research. We also see a significant improvement in reporting using Essbase cube and Hyperion Smart View. Specifically, "the addition of an Essbase cube on top of the GL gives us tremendous versatility to automate and speed our elimination process," says Claire Sebti, Senior Director of Corporate Accounting at Oracle. A highlight of this story is that FAH is running in a co-existence environment. Our plan is to move to Fusion Financials in steps, starting with FAH. Next, our Oracle Financial Services Software subsidiary will move to a full Fusion Financials instance. Then we'll replace our EBS instance with Fusion Financials. This approach allows us to plan in steps, learn as we go, and not overwhelm our teams. It also reduces the risk that comes with moving the entire instance at once. Maria Smith, Vice President of Global Controller Operations, is confident about how they've positioned themselves to uptake more Fusion functionality and is eager to "continue to drive additional efficiency and cost savings." In this story, the happy customers are Oracle controllers, financial analysts, accounting specialists, and our management team that get earlier access to more flexible reporting. "Fusion Accounting Hub simplifies our processes and gives us more transparency into account activity," raves Alex SanJuan, Senior Director, Record to Report Strategic Process Owner. Overall, the team has been very impressed with the usability and functionality of FAH and are pleased with the quantifiable improvements. Claire Sebti states, "Our WD5 close activities have been reduced by at least four hours of system processing time, just for the consolidation group." Fusion Accounting Hub is an inspiring beginning to our Fusion Financials implementation story. There's no doubt it's going to be an international bestseller! Corey West, Senior Vice President Oracle's Corporate Controller and Chief Accounting Officer

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• links for 2010-06-17

  - by Bob Rhubart

  Live Webcast: Alcatel-Lucent Delivers Modern Customer User Experience with New Interactive Portal Saeed Hosseiniyar (CIO of Alcatel-Lucent’s Enterprise Products Group) and Andy MacMillan  (VP of Product Management for Oracle’s Enterprise 2.0 Solutions) discuss how  Alcatel used Oracle’s Enterprise 2.0 solutions to build a community and  give customers a rich interactive experience. (tags: oracle otn webcast enterprise2.0) Up Next, More Browser Tools for WebCenter Sharing | The AppsLab On the heels of our bookmarklet for sharing to WebCenter, today we were designing another other way to help people interact with WebCenter from the browser (tags: ping.fm oracle e20) BPM 11gR1 now available on Amazon EC2 "This is a fully configured image which requires absolutely no installation and lets you get hands on experience with the software within minutes," says  Prasen Palvankar. "This image has all the required software installed and configured." (tags: oracle otn bpm amazon ec2) Webcast: Introducing Next-Generation Business Process Management Hasan Rizvi, Senior Vice President, Oracle Product Development, discusses innovations in Oracle's new BPM Suite 11g in this webcast. (tags: oracle otn webcast bpm) Tim Pinchetti: Architecture as a navigation system "Metaphors have value in communicating different aspects of architecture. So I’d like to explore different perspectives on architecture using different metaphors, starting with: navigation!" -- Tim Pinchetti  (tags: architecture enterprisearchitecture entarch) Oracle Fusion Middleware Innovation Awards 2010 Nominate your organization today for a chance to be recognized for your cutting-edge solution using Oracle Fusion Middleware products. (tags: oracle openworld fusionmiddleware innovation) Oracle OpenWorld Key Financials Sessions Theresa Hickman with highlights on the some of the 70 financial sessions scheduled for Oracle Open World,  crossing all the financials product lines: e-Business Suite, JD Edwards, PeopleSoft, and Fusion. (tags: oracle otn openworld financials) Liberate Your Laptops! The Return of Virtual Developer Day Details on the upcoming Oracle Technology Network Virtual Developer Day - Tuxedo. (English-language version scheduled for July 27th.)  (tags: oracle tuxedo virtualbox otn) Webcast: Effective Smart Data Grid Management David Haak (Accenture), Brad Williams (Oracle), and Chris Foretich (Southern) discuss the strategy behind and the application of smart data grid technology in this on-demand webcast.  (tags: ping.fm oracle bpm)

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