Transcript New Features and Functions Oracle Assets and Oracle

New Features and Functions
Oracle Assets and Oracle Projects
11.5.5 - 11.5.6 – 11.5.7 – 11.5.8
and
Oracle Projects 11.5.9
Julian Kozicki
Great Projects
Atlanta OAUG Meeting
November 15, 2002
Agenda
Release Notes
Oracle Assets
Oracle Projects
– Foundation
– Costing
– Billing
Questions & Answers
Release Notes
• No changes to Oracle Assets or Oracle Projects
in Release 11.5.5
• Release 11.5.7 Currently Shipping
• Release 11.5.8 Will Ship Soon
– Assets API documentation available now
– Projects Release 11.5.8 available now in Family
Packs I and J
– Archive/Purge for Projects Release 11.5.9 available
now
Oracle Assets
Release 11.5.6
– Lease payment push
to Oracle Payables
– Mass External
Retirements
– Enhanced Messaging
in Account Generator
Release 11.5.7
– Enhanced Mass
Transfers
Note: Upgrade to release 11.5.7
requires special patch to prevent
overwrite of custom depreciation
methods
Oracle Assets
Release 11.5.8
–
–
–
–
Manual Depreciation Override
Depreciable Basis Formula (Japan)
View Currency Detail
Published APIs
•
•
•
•
•
•
•
•
•
–
–
–
–
Common Transaction
Additions
Adjustments
Retirements and Restatements
Transfers and Unit Adjustments
Reclassifications
Capitalizations
Unplanned Depreciation
Asset Description
Parrallelized Mass Transactions
Enhanced Mass Retirements
Enhanced Mass Change and Mass Transfers
Mass Copy Continues Despite Errors
Oracle Projects
Significant Changes
– Between 11.5.6 and the end of this year, Oracle Projects will
have 30 – 40 percent new features and functions
– Also changes to integration features from related applications
Release 11.5.7 – Mini Pack H (December 2001/May 2002)
Release 11.5.8 – Family Pack I and J (July and August
2002)
Release 11.5.9 – New Features plus Family Pack K (Fall
and Winter 2002)
New Project Collaboration Initiative
BIS
Operations Intelligence
Quality
Order Management
Financial and Project Intelligence
Sales 360 Degree View
Procurement
Inventory
Advanced Planning
Shipping
Discreet Manufacturing
Flow Manufacturing
Warehouse
Management
SCM
Cost Management
Project Resource
Management
Project Costing and Budgeting
Project Contracts
PA
Time and Expense
AMG
Project Management
And
Project Collaboration
CRM
Oracle Technology
Project Billing
Cash Management
Enterprise Asset
Management
Discoverer and Express Objects
FIN
Receivables
Assets
Depot Repair
Payables
General Ledger
Budgets and
Encumbrances
Service Requests
Workflow
Data Warehousing
Installed Base
XML and EDI Gateways
Portals
© 2002 Great Projects
Oracle Projects
Foundation
Release 11.5.6
– Audit Report
Enhancements for
Timecard and
Expense Report entry
– Project Contracts
Integration
– Project Types Window
Changes for
Budgetary Control
– Projects and Sales
Online Integration
Release 11.5.7
– Budgetary Controls for
Expense
Commitments
– Bottom Up Budgeting
– Top Down Budgeting
Note: Can implement Top Down
Budgeting without enabling
Encumbrance Accounting
Oracle Projects
Foundation
Release 11.5.8
–
–
–
–
–
–
–
–
–
–
–
Web-based Project Workbench
Framework
Future migration of forms to Web
Project Workbench
Enhanced period processing
New Work Type classification
Actual utilization reporting
New Sales to Projects integration
Organization forecasting
New project currency definition
Project Classification enhancements
Textural Project Status reporting
Assignment of external organizations
and people to projects
Release 11.5.9
–
–
Archive/Purge
MS Project Connect 3.0
•
–
Project Intelligence
•
–
–
–
Now Web-Based/No SQL*NET
Portal Product/Over 30 portlets
delivered
Project and Task long Name
Project access level enhancement
Enhancements to Project Budgeting
and Forecasting
•
•
•
•
•
Can budget and forecast in any
currency
MS Excel tool to upload budgets and
forecasts
Web forms for budgeting and
forecasting (Project Workbench
Framework)
Ability to add documents to budgets and
forecasts
Can have multiple working versions
Oracle Projects
Costing
Release 11.5.6
– New Parameter added
to Burden Costing,
Labor Costing, and
Labor Billing Client
Extension
– Distribution Process
change to support
budgetary control
Release 11.5.7
– None
Project Projects
Costing
Release 11.5.8
–
–
–
–
–
–
–
–
–
–
–
–
Supplier invoice discounts integration
Receipt accruals integration
Automatically reversing expenditure
batches
Cross Charge and Transfer Price
enhancements
Transaction Controls based on
assigned resources
Draft Allocation deletion through
concurrent manager
New parameter for Account Generator
Enhanced error reporting for Supplier
Invoice Account Generator workflow
Expense Report justification text
integration
Pre-approved expenditure batch copy
enhancements
Period close exception reporting
enhancements
Burdening process performance
enhancements
Release 11.5.9
–
–
–
–
MS Excel pre-approved expenditure
entry through Web ADI
Can establish Labor Cost Rates by Job
Can set up Labor Cost Rules by
Organization
Can have multiple cost rates for an
Expenditure Week
Oracle Projects
Billing
Release 11.5.6
– Bill Rates and
Schedules enhanced
to allow employee and
job-based rate
schedules separately
or in combination
– Bill Rate Schedules
enhanced for Project
Resource
Management
Release 11.5.7
– None
Oracle Projects
Billing
Release 11.5.8
–
–
–
–
–
–
–
–
–
–
–
–
–
Currency Support for Agreements, Bill
Rates and Events
Customer Billing Retention
enhancements
Unbilled Receivables/Unearned
Revenue new process
Adjust Revenue after Projects period
close
New required classifications for
Funding Lines
Unbilled Receivables/Unearned
Revenue new profile option
Invoice Summary form enhancement
Agreement owning organization
Agreement Templates and Project
Quick Entry enhancements
Optional Revenue Budget entry
Separate Revenue and Invoice Hard
Limits
Funding projects across Operating
Units
Sharing rate schedules across
Operating Units
Release 11.5.9
–
–
Can now perform revaluations of
project funding based upon changes to
currency exchange rates
Allows Billing Discount Override, Bill
Rate Override, and adds a Discount
Reason
Project Collaboration
New Oracle Initiative announced in October 2002
– New product for collaborative project planning,
execution, and control
– For deploying with ERP or standalone
Key Features
–
–
–
–
–
Work plan and progress management
Issue tracking
Change management
Document management
Status reporting
No announced release date
Contact Information:
Julian Kozicki
Managing Director
Great Projects (gr8projects.com)
[email protected]
770.739.6810
Questions
Answers