Author Archives: shivmohan purohit

How to give your first presentation : As a Oracle Consultant Perspective


Giving Presentations for Work, Training or any other purpose is very common now days. It involve creating powerpoint slides, notes and delivering it.  Here i am trying to put some points on how to make your first presentation as better and learning experience.

Theme : Create and Deliver

CREATE

1. Analyse Audience :  Understand who are your audience, their knowledge level, experience level, Group size etc.

2. Research your topic : Do some learning on Topic and brush up your knowledge. Read user guide or whitepaper or discuss with friends or senior to brush it up.  User guide and Oracle support always good tools

3. Create simple Presentation ( Introduction , Body , Conclusion ) :  You are giving technical or functional presentation , so don’t worry about design , font etc etc. Focus on content and subject more.  Good Introduction to start as story , Body with your subject topic , conclusion as to finish up slides to summarize your topic

4. Note : for Each slide or topic, write down what you think of speaking. Writing will help to get more points and help in practicing.

DELIVER

1.  Voice : Try to be natural .  Try to make it as conversation or like you are explaining some new game to your friends.  Or you are telling movie review :) .  Keep voice consistent with pace and tone.

2. Body Language : Stay relax, feel relax.  Make good eye contacts. if you are nervous then look at people you feel comfortable.  Use your hands , arms and gesture.  Take pauses if needed.  don’t hurry.

3. Practice :   Practice , Practice and Practice ( 3 times at least ).  User full size mirror to do practice.  Record your voice in mobile phone. Even you can record your video and see it again and correct your words, language or body gestures and again practice.

4. Memorized your introduction and first 2 minute at least , this will create good start and good impression :)

4. Smile and confident : Always keep a genuine comfort smile and feel yourself confident.  Giving presention is regular activity as IT professional and slowly slowly you will master it.

After presentation , get feedback from audience and senior.

Keep learning and Keep Growing. Best of Luck

Oracle BPA – Bill Presentment Architecture – No more AR Invoice Print customization – How


Oracle BPA – Bill Presentment Architecture – No more AR Invoice Print customization – How

Every Financial implementation expect change in standard AR Invoice template layout. Now with BPA ( Bill Presentment Architecture ) , we can avoid any customization along with quite good handy feature…

have you seen  a new button available for completed transactions in the Transactions Workbench. The button opens a web-based window that shows the transaction details. this icon in the Transactions Workbench is for a Bill Presentment Architecture (BPA). The setup and wording of the window can be customized through the Bill Presentment Architecture module.

BPA is a module that allows you to retrieve billing data from multiple data sources for presentment on a bill. This means that the physically presented bill is no longer limited to information contained within Oracle Receivables. BPA provides template-based configuration of online and printed bills, giving you the ability to select the content of the bill, choose the layout design, display parent billing lines and drilldown details, and then set up the assignment of these billing templates by defining rules based on criteria you specify. By separating bill presentment from transaction accounting, Oracle BPA allows for more understandable and comprehensive bills, increasing the likelihood and timeliness of bill payment.

BPA provides the architecture to retrieve billing data from multiple sources, including transaction flexfields and other data not interfaced and stored in Oracle Receivables. Because bill presentment is not limited to transaction accounting information, you can present bills that are more comprehensive and meaningful to your customers.

With BPA, you first indicate the data sources that you want to collect billing data from. BPA provides a framework for collecting billing data stored in:

  • Oracle Receivables
  • Oracle applications seeded in BPA, such as Oracle Order Management and Oracle Service Contracts
  • Other Oracle applications
  • Legacy systems and other non-Oracle applications

You then design billing templates for each transaction class, choosing the layout and content to determine how you want billing data to appear in an online or printed bill, and assign the templates to customers or customer categories. You can print bills individually or in batches from your billing templates created within BPA or uploaded from external sources.

Customizing the bills that your customers see helps them reconcile bills with purchase requests and facilitates timely bill payment.

Your customers can view summarized billing information and drill down using hyperlinks to detailed billing information and other related details necessary to understand and pay the bill.

Here are the steps involve in summary :

  • Design layout and select content for a bill
  • Display on bills information that is not stored in Oracle Receivables
  • Create hyperlinks that enable access to related billing information
  • Display summary and child lines
  • Provide online drilldown to transaction line details
  • Upload external templates
  • Incorporate attachments on online bills
  • Assign bill formats to specific customers or user-defined customer categories
  • Print transactions and bills
  • Preview billing templates using real-time data

I will prepare more detail article with steps but in case if you are implementation AR Invoice printing then do reach out me to use this feature.

 

Introducing : Neeta Shelar : New Author & Contributor : Oracle Projects Accounting


Here i like to introduce New author and contributor on this blog. Her name is Neeta Shelar.

She is  having a total experience of 12 years, out of which 7 and half are in IT sector. She has been working as functional for Oracle Projects (primary skills) , AP & AR modules. In PA , She has worked on new roll outs, enhancements & R12 upgrade project.

She is having very practical and hands on expertise in Oracle and I am sure, All reader will get benefits of her knowledge and expertise in Oracle Projects Accounting, Billing, Costing and Oracle EBS in general.

Thanks – Shiv

Video : Oracle Unified Method ( OUM ) – An Overview


A video tutorial on Oracle Unified Method ( OUM ) – This helps in supporting complete enterprise IT Lifecycle. This Tutorial includes: definition of OUM, OUM focus areas and scope of OUM

How To Identify Where An Expense Report Is In the Process


You wish to identify where in the Expenses Process an Expense Report is by looking at the EXPENSE_STATUS_CODE in the table ap_expense_report_headers_all

The values for the column EXPENSE_STATUS_CODE in the table ap_expense_report_headers_all come from the Payables Lookup Code EXPENSE REPORT STATUS

Code

Lookup Code Meaning

CANCELLED

Cancelled

EMPAPPR

Pending Individual’s Approval

ERROR

Pending System Administrator Action

HOLD_PENDING_RECEIPTS

Hold Pending Receipts

INPROGRESS

In Progress

INVOICED

Ready for Payment

MGRAPPR

Pending Payables Approval

MGRPAYAPPR

Ready for Invoicing

PAID

Paid

PARPAID

Partially Paid

PAYAPPR

Payables Approved

PENDMGR

Pending Manager Approval

PEND_HOLDS_CLEARANCE

Pending Payment Verification

REJECTED

Rejected

RESOLUTN

Pending Your Resolution

RETURNED

Returned

SAVED

Saved

SUBMITTED

Submitted

UNUSED

Unused

WITHDRAWN

Withdrawn

Table: AP_EXPENSE_REPORT_HEADERS_ALL

Column

Value

Meaning

SOURCE

‘NonValidatedWebExpense’

Expense report transaction has been inserted into the expense report transaction tables but have not passed the Payables Validation Function in the Server Side Validation Process of the Expense Report Workflow process. This transaction is not viewable in the Oracle Payables Enter Expense Reports Window.

 

‘WebExpense’

Expense Report transactions has successfully passed the Payables Validation function in the Expense Report Workflow Server Side Validation Process and is viewable in the Oracle Payables Enter Expense Reports Window.
Transaction has not completed the Expense Report Workflow yet.

 

‘XpenseXpress’

(10.7 – 11.0.2)
If Expense Report was created through the Web Interface (identified by the workflow_approved_flag), expense report transaction has successfully completed the Expense Report Workflow process and is ready to be picked up by Oracle Payables Invoice Import program.

 

‘SelfService’

(11.0.2+)
Expense Report transaction has successfully completed the expense Report Workflow process and is ready to be picked up by Oracle Payables Invoice Import program.

WORKFLOW_APPROVED_FLAG

NULL

If Expense Report transaction is created from the web (check the source), then expense report has been submitted, but not been manager or payables approved. Expense Report transactions not created from the web will have workflow_approved_flag = NULL.

 

‘S’

Expense Report transaction has been saved and not yet fully completed or submitted.

 

‘I’

Implicit save, in OIE.K/R12 there is an implicit save when navigating from one page to another.

 

‘R’

Expense Report transaction has been Manager rejected.

 

‘M’

Expense Report transaction has been Manager approved.

 

‘P’

Expense Report transaction has been Payables approved.

 

‘A’

Expense Report transaction has been ‘Automatically’ approved, i.e. Manager approved but Payables approval not needed because expense report didn’t need payables to check for receipts or policy.

 

‘W’

Expense Report has been Withdrawn.

 

‘Y’

Expense Report transaction has been both Manager and Payables approved.

Introducing : Muthu Vadde – New Author and Contributor for Oracle Technical


Hi ,

Here i like to introduce New author and contributor on this blog. Her name is Muthu Vadde.  I am sure now we can put more technical and techno functional articles so it can help more people.

She is having more than 10 Years in Oracle. She is expert in many tools. I am sure she will be great help for everyone in Oracle Technical areas like

  • SQL
  • PLSQL
  • Oracle Reports
  • Oracle XML Reports
  • Oracle Discoverer Reports
  • Oracle Form personalizations
  • Oracle Workflow
  • Oracle Application Framework
  • Oracle Application Development Work
  • Oracle SOA

Be free to keep writing me for any help or questions. thanks – Shiv

Aside

Hello Friends , here is some of quite commonly used AR ( receivables )tables and their usage. There are many other tables also in AR but here i am putting only few commonly used tables. for other table if needed we can … Continue reading