Oracle R12 E-Business Suite Experiences

Customer Bill to Revenue Account to SLA COGS Accounting in R12.1.3 Cost Management

2011-09-23T15:48:00.001+01:00

Customer Bill to Revenue Account to SLA COGS Accounting in R12.1.3 Cost Management

Aim: To derive the management segment and intercompany values from the revenue account on the bill-to customer site for COGS

Objectives:

· 1.To define PL/SQL function to derive the revenue account cost centre value from a Sales Order

· 2.To create an SLA custom source and link it to the PL/SQL function

· 3.To link an assigned source to the custom function (input variable for the PL/SQL function)

· 4.Create ADR using custom source

Custom Sources
For Management segment:

For Intercompany:

1. The Transaction_ID seeded source is linked in the custom source PL/SQL (see appendix) to the Sales Order then the customer and then bill-to site of that customer.

Account Derivation Rules
For management segment:

For intercompany:

The condition added to each of the above account derivation rules is needed to constrain the application of this account derivation rule only to an event type of ‘COGS_RECOGNITION’.

Customising the News Region in iReceivables for Customer viewing

2011-09-02T17:30:00.004+01:00

When utilising iReceivables (Customer Portal) for Oracle E-Business suite there are many things we can develop to make the customer experience more appropriate, familiar and informative. This helps the customer feel more valued and can lead to cross-polination of knowledge, product information and available services.

Within iReceivables there is an inbuilt related information area:-

Challenge: So how do we customise/develop the information area to make it more appropriate for our business and our customers?

Solution:

Required Responsibilty:

Application Developer>Application>Messages

Navigation: Application Developer>Application>Messages

Find the following messgaes to configure:-

ARI_HOMEPAGE_CUST_NEWS_BODY
ARI_HOMEPAGE_CUST_FAQS_BODY
ARI_HOMEPAGE_CUST_POLICY_BODY
ARI_HOMEPAGE_CUST_RESRC_BODY

Notes:

You have to change this message for each language you have enabled
Within the message body it is likely you will have to use some basic HTML commands so a knowledge of that would be advantageous.

Collections Workbench in AR Manager Responsibility

2011-08-31T17:46:00.002+01:00

Seeded with the standard menu for the Receivables Manager responsibility is the function Collections>Collections. This is a call from Receivables (AR) to a standard Collections workbench. It offers extra value over and above the old AR (11i) Account details form (although this is still present).

Once working we can expect to see and experience the form as follows:-

Challenge: How can we get it to work for our users?

Why is this a challenge? If you enter the form there are 2 likely outcomes. Either the current user is not configured appropriately (error fig#1) or the form is not fully accessible (the user is configured appropriately) however most of the functionality is missing or unusable.

fig #1:
APP-AST-207338

or APP-AST-207069

Solution: The solution is addressed in two parts:-

Configuring the User
Configuring the Menu to give the desired menu functions

Configuring the User

Required Responsibilities:-

System Administrator
CRM Resource Manager
HRMS Manager (or similar)

Create an employee record for the user using the HRMS Manager responsibility.
Attach the employee record to the user record in System Administrator responsibility.
Navigate to CRM Resource Manager responsibility.
Menu Path: Maintain Resources> Import Resources (this will extract the HR employee record and create a CRM record for the employee)
Search for the employee and then click <Start Import>.
Menu Path: Maintain Resources> Groups
Create a 'Group' with
Roles (Tab):- Collections: Collections Manager, Sales:Sales Administrator
Used In(Tab):- 'Collections', 'Sales and Telesales'
Menu Path: Maintain Resources>Resources
Find the resource. Click <Resource Details>.
Groups (Tab): Add the group created in step 7. Attach Sales Administrator as the Group Member Role.
Roles (Tab): Add Role Type 'Sales', Role 'Sales Administrator'.

The user should now be configured to be used in conjunction with the collections form. This can be tested via navigating to the Collections Workbench in the Receivables Manager responsibility (menu path: Collections>Collections).

Configuring the Menu to give the desired menu functions

Required Responsibilities:-

System Administrator

Navigate to System Administrator.
Menu Path: Application>Menu
Query the AR_COLLECTIONS_GUI menu back
Ensure the following menu functions are attached
Save. This should recompile the menu.

The menu should now be structured so that the Collections workbench is fully accessible and functional.