Transcript Implementing Oracle GEMMS and Oracle Financials

Oracle Process Manufacturing
®
Implementing Oracle Process
Manufacturing
Craig Marmon
Deloitte-Touche
7/17/2015
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Oracle Process Manufacturing
®
First of all, What is OPM (i.e. the product
formerly known as GEMMS)?
• On July 20, Oracle announced the GEMMS
product suite will now be referred to as Oracle
Process Manufacturing (OPM).
• OPM is designed exclusively for process
manufacturers
– Consumer Packaged Goods
• Food, Beverage, Health and Beauty, Household Products
– Industrial Products
• Chemical, Pharmaceutical, Petroleum, Metals, Mining,
Paper and Glass
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Oracle Process Manufacturing
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OPM coverage is similar to the Oracle
Discrete Manufacturing product suite
OPM Modules
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Inventory
Purchasing
Order Fulfillment
Formula
Production
Process Operations Control
Costing
Quality
Physical Inventory
Laboratory
Material Requirements Planning
Master Production Scheduling
Capacity Requirements Planning
EC Intrastat
Discrete Equivalent
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Inventory
Purchasing
Order Entry
Bill Of Materials
Work In Process
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Cost
Quality
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Material Requirements Planning
Master Production Scheduling
Capacity
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Oracle Process Manufacturing
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OPM is currently written in the JAM
toolset from JYACC.
• The current version of OPM is 4.10.06. It is
integrated with Oracle 10.7
• It is available in GUI only as a SmartClient.
• The term ‘SmartClient’ is an oxymoron. It is
highly suggested to use Citrix WinFrame as
the client interface.
• Version 11.0 due in December will be written
in Developer 2000 and be integrated with
Oracle 11.0 NCA
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Oracle Process Manufacturing
OPM Release 4.1 Review
®
• First Delivery - September 1997
– Year 2000 Compliance
– Integration to Oracle Financials
• 10.7 SC
• 11.0 in November, 1998
• Multi-company support
– Advanced Order Processing
– Inventory and Manufacturing Enhancements
Oracle Process Manufacturing
OPM Release 4.1 - Patches Through 06
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• All ports released
• Intrastat support
• Upgrade i2 integration to 2.9 release
– Oracle OPM Rhythm Capacity Planner
– Oracle Rhythm Factory Planner
• SOP improvements
– Usability Team
• Multi-user batch usage
• Oracle Financials 11 scheduled for Q4
Oracle Process Manufacturing
OPM Release 4.1 - Decision Support
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• Discoverer
• Reports 3.0
• Oracle Express - OLAP
Oracle Process Manufacturing
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The approach for design and deployment
is not unlike other ERP applications
FastTrack4 Oracle
Testing and
Delivery
As-Is and To-Be phases can range from 6 weeks to 6 months
depending on the amount of change the client requires (i.e.
systems replacement versus Reengineering). Most often GEMMS
can be implemented in 6 to 10 months start to finish.
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Oracle Process Manufacturing
®
The first implementation step is to establish
a test and development environment
• The testing environment is intended as a
‘sandbox’ for the project team to play
• The development environment serves as a test
bed for new patches and upgrades
– Oracle typically releases GEMMS patches every
quarter and a major release each year
• A training environment may be necessary as
regularly scheduled classes are too few and
far between
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Oracle Process Manufacturing
®
Confirming business requirements
through testing is extremely important
• Moving from ‘To-Be’ to ‘Will-Be’ requires
confirmation that the processes can be
performed in the system as designed.
• Using process flows as the basis for test
scripts is the best method for insuring a
comprehensive test.
• Documenting gaps and locking down the
design now will save you from scrambling at
go-live
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Oracle Process Manufacturing
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When To-be processes are confirmed, it’s
time to start configuring the system
• GL is setup first, then GEMMS can proceed.
• There are only a few data dependencies from
Financials
– Customers entered prior to Pricing
– Vendors entered prior to Contracts
• The Item Master may be modified if no
transactions have yet to occur. Make sure it is
correct before on-hand balances are created.
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Oracle Process Manufacturing
You should understand the integration
between OPM and ORAFIN
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• There are four types of Integration
between OPM and Financials
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Master File Synchronization
Functional
Drill Down
On Line
Nearly one-third of the integration points were upgraded in
OPM release 4.1 integrated with Financials 10.7
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Oracle Process Manufacturing
Master Files are synched through triggers
and a data synchronization utility
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Integration
Method Used
AP FOB Codes
AP Terms Codes
SalesReps
Currency Codes
Exchange Rate Types
Exchange Rates
Customers
Customer Association
Vendors
Vendor Association
Shipper Association
Warehouse
Buyers
Shipper Codes
Freight Bill Method
Items
UOM
UOM Types
C, PL/SQL
C, PL/SQL
C, PL/SQL
C, PL/SQL
C, PL/SQL
C, PL/SQL
C, PL/SQL
C, PL/SQL
C, PL/SQL
View
PL/SQL Trigger
PL/SQL Trigger
PL/SQL Trigger
View
PL/SQL Trigger
PL/SQL Trigger
PL/SQL Trigger
PL/SQL Trigger
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Oracle Process Manufacturing
Functional Integration is achieved
through various OPM utilities
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Integration
Method Used
AP Update
GL Update
AR Update
Invoice Price
Credit/Debit Memo
Expense Allocation
JPL, PL/SQL
JPL, PL/SQL
C, PL/SQL
C, PL/SQL
C, PL/SQL
C, PL/SQL
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Oracle Process Manufacturing
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Drill Downs have been a great selling
point of OPM for years.
Integration
Method Used
AP Payment History
AR Invoice History
OF GL Drill Down
OF AR Drill Down
JPL, PL/SQL
JPL, PL/SQL
Oracle Forms, View
Oracle Forms, View
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Oracle Process Manufacturing
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On Line Integration allows easy access to
information
Integration
Method Used
Account & Accounting Unit
Validation/Lookup
Credit Check
Chart of Account
Fiscal Year & Period
Validation/Lookup
Fiscal Policy Setup
Single Logon
JPL, PL/SQL
JPL, PL/SQL
JPL, PL/SQL
JPL, PL/SQL
JPL, PL/SQL
JPL, Oracle Forms
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Oracle Process Manufacturing
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OPM has no open interfaces for auto-data
conversion.
• Programs have been written in the field to
import item master, formula master, pricing and
various other tables.
• Six API’s exist in Process Operations Control
to link DCS and PLC devices
• The GEMMS Technical Reference Manual is
your best friend for these activities.
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Oracle Process Manufacturing
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After the production system is fully loaded,
a stress test should be performed
• All major business processes should be tested
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Purchase to Pay
Order to Cash
Make to Demand
Financial Close and Reporting
• Each module should be unit tested
• The entire system should be tested to simulate
concurrent usage
• All background processes should be tested MRP, Cost Update, Data Synch, Test Subledger
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Oracle Process Manufacturing
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It’s time to begin the system cutover
• End-User Training is best conducted by the
client project team member with superuser
assistance.
• Make sure the trainers have taken a course on
‘How Adults Learn’.
• I have had success with Big Bang and the
staged implementation approach
• One of the biggest tasks is the dynamic data
conversion for items/lots/locations
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Oracle Process Manufacturing
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Here’s where OPM is headed in the next
year
Release 11.0 Overview
• Available First Half of 1999
• Integrated to Oracle Financials R11.0
• Unified Administration, Oracle
Applications “Look and Feel”
• Integrated to Oracle Purchasing R11.0
• New version of Regulatory Management
• New Discoverer 3.0 based Cost Analysis
tool
Oracle Process Manufacturing
Release 11.0 Technical Summary
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Using Developer 2000 tool set
Full AOL compliance
Discoverer 3.1
Oracle 8 Database support
Oracle Web Forms + NCA = WAN Performance
Oracle Process Manufacturing
11.0 “Look and Feel” Enhancements
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• Integrated menu displays
– Mixed OPM and Financial menus
– Single source for transactions
• Improved data search capabilities
– Data query capabilities, view next / previous record
• Flex fields replacing user class fields
Oracle Process Manufacturing
Migration Approach
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JAM Version
Developer 2000 / AOL
JAM Forms/
Reports
Forms 4.5
Reports 2
PL/SQL
JAM JPL (4GL)
C APIs
Oracle Process Manufacturing
Enterprise Data Model
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Oracle Process Manufacturing
New Purchasing Features, 11.0
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• Requisitions
– User entered purchase requisitions
– Expense or Inventory items
– Workflow based approval
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RFQ’s & Quotations
MRO Purchasing
Integration with MRP
Pay on Receipt
Oracle Process Manufacturing
New Purchasing Features, 11.0
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• Planned EDI Transactions with the Oracle EDI
Gateway
– X.12 and EDIFACT
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850/ORDERS
860/ORDCHG
832/PRICAT
843/QUOTES
856/DESADV
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824/APERAK
outbound P.O.
outbound P.O. change
inbound price catalog
inbound quotes
inbound ship notice
inbound ship/billing notice
outbound application advice
Oracle Process Manufacturing
New Purchasing Features, 11.0
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• Oracle Self-Service Web Applications
– Web Employees (for requisitioning)
• Create/view reqs with a browser
– Web Suppliers
• Supplier access through a browser
– View invoices, payments, P.O.’s, past due receipts, etc.
Oracle Process Manufacturing
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Summary of Oracle Process
Manufacturing
• Strategy: focus on process industries
• Release 4.1
– Began shipping September ‘97
– Continue to improve quality, customer satisfaction
• Release 11.0
– Convert to Developer/2000
– Integrate Oracle Purchasing
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