By Ravi Shankar, PgMP, PMP, PMI-RMP and PMI-SP
Oracle Report Manager is an online report distribution system that provides a secure and centralized location to produce and manage point-in-time reports. Report producers submit, publish, and set security for reports. Report consumers view and approve reports. Reports can be published and presented to certain responsibilities without additional security or a variety of security models can be applied, allowing only authorized users to view entire reports or parts of reports. In addition, we can use specific templates to integrate reports displayed by Report Manager using the organization’s individual style
The key benefit of Report Manager in R 12 is that the report can be directly viewed and opened in Excel (as against earlier releases wherein it can be viewed only in PDF or html).
The following are the key benefits and highlights of using Report Manager.
- It provides a centralized report distribution system for point-in-time reports.
- It enables information producers to submit and publish Financial Statement Generator (FSG), Ad Hoc FSG, Variable Format, and Standard reports to a central repository.
- It enables information producers to present reports in the repository to end users via menu items on the Oracle Apps Home page or portal.
- It is accessible by any Oracle Applications user using a Web browser.
It offers approval requirement before making reports available for general viewing.
- It permits report availability in a future timeframe.
- Reports can be opened and viewed in PDF, html or Excel formats.
- It secures reports by utilizing security paradigms.
- It provides an archive facility to maintain reports for future reference that no longer need to be displayed.
- It enables the publishing of reports that have been submitted as part of request sets or report sets.
- It enables the uploading of any type of file and publish it to a central repository. Reports in the repository can then be distributed to the Apps home page.
By Ravi Shankar, PgMP, PMP, PMI-RMP and PMI-SP
Oracle Advanced Global Intercompany System (AGIS) is a powerful application designed to handle the complex Intercompany accounting and processing requirements of global corporations. It has been designed and built using the OA Framework that is easy to use, and yet very sophisticated and rich in feature sets. It leverages the core building blocks of R 12 architecture in the areas of Legal Entity, Trading Community Architecture, Sub Ledger Accounting for Transaction Account Definition, workflow integration for processing and Approvals Management Application(AME) for transaction approval. The greatest benefit of the application is its ease of use for multiple companies belonging to different legal entities and Primary Ledger(s) across the globe that shares the same Oracle Application instance.
Once the Intercompany accounting and relationship is setup in the respective Primary Ledgers for the various transacting trading partners, the application elegantly processes the transactions and creates the accounting. Distribution account defaulting for the Initiator and Recipient can be automated through configurations in the Transaction Account Definition Window of sub ledger accounting and assignment to the respective Primary Ledgers. Transactions can be entered online in the application or loaded using WebADI integrator.
Approval of the Intercompany transaction is key to further processing in the respective ledger(s). Depending on whether invoicing is required or not, the journal is sent to the respective General Ledger(s) or to the Initiator’s and Recipient’s Receivables and Payables Module, respectively. Transaction access is secure using the Role Based Access Control model at the Organization level. The application provides for effective reconciliation of transactions with drill down features to identify the differences between the processed Receivable and Payable transactions of the respective trading partners .AGIS needs to be properly configured to harness its rich features. Further, additional care needs to be exercised in certain setups to ensure that the application behaves as intended, as these are either not clearly documented and or learnt based on implementation experience.
By Jason R. Ames, PMP
Improving the collaboration on a project can significantly raise the probability of project success. The question is how can you improve team collaboration and ensure every team member is on the proverbial same page. Primavera features a number of tools to aid the collaboration process. This article includes screenshots to facilitate your understanding of these tools. Read the rest of this entry »
By Robert D. Anderson, CPA
This blog article is a continuation of the June 7 article.
Financial Focus
It is important to note the development of the analytic package was done by the Oracle OBIEE team and did not include the assistance of the Oracle Project Development group. As a result of this development approach, some items viewed as important by heavy project users, such as Engineering and Construction firms, are not included in the initial release of Project Analytics.
Read the rest of this entry »
By Robert D. Anderson, CPA
On June 22, 2010 I will be delivering an encore of my OAUG Collaborate 10 Presentation titled Using Oracle Project Analytics within Engineering and Construction Firms. You can register to attend the webinar here.
The webinar is packed with information, and you’ll get more out of the session if you do a little pre-reading first. Therefore, I will cover some of the introductory material via blog articles published over the next two weeks.
Read the rest of this entry »
Learn how Project Partners Reporting gives Project Managers comprehensive project reporting from Oracle E-Business Suite Projects applications in a handy Microsoft Excel workbook. Project Managers can easily and quickly download data to review key project metrics, financial amounts, and drill-down from project to task to the lowest level of cost/revenue data and charts of key data. The project schedule with baseline and current dates and progress can be viewed in Gantt Chart format. Even better, users can review all project performance data either while connected to their enterprise network, or they can save the workbook and work in disconnected mode, updating Oracle Applications when they re-connect. Register today for the live webinar on Wednesday, June 9, 2010 at 10:00 AM PDT / 1:00 PM EDT
By Jason Ames
Primavera’s Project Portfolio Management suite is known for its ability to help you manage your projects and reduce the risk of project failure. But did you know that with Primavera P6 v7 Web Client you can use predefined workflow templates to request new projects? The project request process is extremely important because each new project not only represents an opportunity to help a company grow, every new project has an impact on every other project occurring in the organization. Each new project utilizes a company’s time, money and resources and should contribute to the company’s strategic goals and ultimately to the company’s bottom line.
Utilizing the Primavera project initiation work flow in P6 v7 web access, you can greatly improve your project selection process via the steps below. Read the rest of this entry »
At last month’s Collaborate 10 conference, Project Partners delivered several presentations. Next week we’ll be presenting an encore of one of the most popular, via a free webinar. Read the rest of this entry »
By Robert D. Anderson, CPA
An article by Adam Bookman provides an interesting perspective on why about 68% of IT projects fail to deliver the original desired benefits. He quotes from a study done by the Standish Group that identifies three primary reasons:
1. The initiative was outsourced to IT and not owned by the business
2. The right tool drives success
3. Best Practices represent the best starting place
Looking back over 20 years in the Accounting and Finance role at major US firms and another 14 years consulting with large international companies, these findings agree with my observations. The most successful initiatives have always been the ones where people in the direct operational area take full ownership and IT plays a supporting rule. The worst initiatives have been the ones solely driven by IT with no business buy in. Read the rest of this entry »
Project Partners is currently recruiting for several positions including Oracle Projects Application Consultants, both Technical and Functional. Our Consultants live and work worldwide, and relocation is not required. We are an Equal Opportunity Employer, and offer our employees a competitive salary, bonuses, 401-k and profit sharing plan and a comprehensive benefits package. Check out our Careers page for additional details on positions available and how to apply.
