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New Features in R12 QTC Track
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R12 New Features in QTC Track
NCOAUG
22-Feb-08
Ravi Sagaram
Agenda
• Introduction• Discuss Key New Features• Questions and Answers
Key Features
• Cascading Attributes from Header to Lines• Customer Acceptance• Deferred COGS and Revenue• Exception Management• Multi Org Access• Sales Agreements• Actual Ship Date• Parallel Pick Release
Cascading AttributesOverview
Cascade Modified Attributes from Order Header to Lines
Advantages– Reduces Manual Update of Multiple Lines– Reduces Multiple Key Strokes– Increases Productivity– Increases Accuracy
Cascading Attributes
Usage
Cascading AttributesSetups
• Setup the Profile Option
‘OM: Sales Order Form: Cascade Header Changes to Line’
Cascading AttributesSetups
Enable the Cascading Attributes.
Setup Quick Codes Order Management Type – ‘OM_HEADER_TO_LINE_CASCADE’
Customer AcceptanceOverview
In high tech industries like Telecom, the order process may not end with the shipping of the goods and services to the customer.
In many cases, the goods that are shipped might have to be installed, tested, and accepted before invoicing and revenue recognition.
There is no feature in R11 to record Customer Acceptance.
Customer AcceptanceOverview
R12 Provides a new feature ‘Revenue Contingency’ which can be used for pre billing or post billing customer acceptance.
In Pre-billing acceptance, the line gets invoiced, closed and revenue recognized after the acceptance.
In post Billing acceptance, the line gets closed and revenue recognized after the acceptance.
Customer AcceptanceOverview
Process diagram
Customer AcceptanceOverview
Invoice Pending Acceptance is New in R12 – Can be used as Pre billing Acceptance
Customer Acceptance
Close Line – Pending Acceptance is the new feature in R12– Can be
used as Post Billing Acceptance
Customer AcceptanceSetups
Enable OM System Parameter ‘Enable Fulfillment Acceptance’ Setup System Parameters Define ENABLE_FULFILLMENT_ACCEPTANCE
Customer AcceptanceSetups (Contd..)
Define a Deferral reason ‘Customer Acceptance’ in the Revenue Management . Specify the removal event. There are 5 removal events
Define an assignment rule to assign the deferral reason to a parameter like receivables transaction type, customer, customer site, item etc.
Enable the folder fields for Customer Acceptance in Order Lines.
Customer AcceptanceSetups (Contd..)
Deferral Reason Specify one of the following 5 removal events to the deferral reason
Create an assignment rule to associate the deferral reason to a parameter
Installation Contingency Expiration Bill to customer
UT Customer Acceptance
Customer Acceptance Invoice Type
Pre-billing acceptance
Invoicing item
Customer creditworthiness
Payment Ship to customer
Delivery Proof of delivery Accounting Rule
Customer AcceptanceUsage
1) Customer Acceptance is recorded by user in the OM in the order header or order lines.
2) It is not possible to record acceptance for partial quantity. Either accept or reject full qty.
3) The acceptance can be recorded explicitly by the user or implicitly by time out feature (like 30 days from shipping etc.)
4) Once the acceptance is recorded, the line will progress to invoicing and close in the case of pre-billing or just close after post billing.
Customer AcceptanceUsage
A sales order with pre-billing customer acceptance
Customer AcceptanceUsage
Customer AcceptanceUsage
• Use Additional Line Information or Order Information to record customer Acceptance
Customer AcceptanceUsage
Deferred COGSOverview
• Accounting Standards stipulate that COGS and Revenue are recognized in the same accounting period.
• In R12, a new feature was provided to invoke deferred COGS instead of COGS upon shipment.
• When revenue is recognized upon customer acceptance or a deferral reason, then an accounting transaction is created to hit the COGS account.
• COGS will be recognized to the same percentage as the revenue.
Deferred COGSSetups
Setup deferred COGS account in inventory organization
Setup Organizations Inventory Other Accounts tab
Deferred COGSApplication
• Enter, Book and Ship an Order in OM
• Accounting transactions are generated against deferred COGS.
• Invoice and close the line removing the revenue contingency. The transactions will reverse form DCOGS to COGS.
• If it is a ship only line, reversal from DCOGS to COGS will take place upon closing of the line.
Exception ManagementOverview
• R12 provides a concurrent Program to preview and retry stuck transactions (due to errors in workflow)
• In the Preview mode, a log is generated to give the reasons for the errors.
• In the execution mode, the error WFs are retried
• A concurrent Program was provided to retry these error WFS. The Program name is ‘Retry Errored Workflow Activities’
• Schedule to run this program – probably once in a day.
Exception ManagementUsage
Multi Org AccessOverview
• Multi Org Access feature in R12 provides access to data from multiple operating units without switching responsibilities.
• Using this feature, users can – View and create orders, BSAs, quotes etc.
– Do setups for different operating units from the same responsibility.
– Run reports for multiple OUs.
Multi Org AccessSetups
• Create a security profile using HR responsibility• Assign different OUs to the security Profile.• Assign the Security profile to the system profile ‘MO: Security
Profile’ at the responsibility level.
Multi Org AccessUsage
• Enable the Operating Unit field on the forms for BSA, Order Header, Quote Etc. This can be done using the Folder Tools.
• Enter the value for OU before entering the other data. This will enable the other fields on the form.
• When running reports, enter OU as the optional parameter.
Sales AgreementsOverview
• BSAs are renamed as Sales Agreements in R12• Sales Agreements have been enhanced to handle PTOs
Actual Ship DateOverview
• R12 Provided a new feature to enter Actual Departure Date (It can be even a future date) on the following.– Pick Release Concurrent Program– Pick Release from the form– Ship Confirm Concurrent Program
Actual Ship DateUsage
Shipping Release Sales Orders Release Sales Orders SRS
Actual Ship DateUsage
Shipping Release Sales Orders Release Sales Orders
Select Ship Confirm Rule to enable the actual departure date
Actual Dep date
Actual Ship DateUsage
Shipping Release Sales Orders Ship Confirm Deliveries SRS
Actual Ship DateSetups
Setup Shipping Global Parameters
Enable Allow Future Ship Date
Parallel Pick ReleaseOverview
• R12 Provides a new feature to launch Parallel Pick Release
• This feature launches multiple workers for the pick release.
• This will improve the performance of the pick release.
Parallel Pick ReleaseUsage
Parallel Pick ReleaseSetups
• Set up the profile option ‘WSH: Number of Pick Release Child Processes’ to the N child processes (N> 2)
Questions
