How to restrict the tax codes visible only for  a Particular module

 

1. Business Process Architecture [BP] – This phase outlines:

1. Definition Phase
2. Operational Analysis Phase
3. Solution Design Phase
4. Build Phase
5. Transition Phase
6. Production Phase

• 1. Oracle AIM MethodologyAn OverviewPresented By:-Shivmohan Purohit
• 2. AgendaWhat is Oracle AIMOracle AIM – StructureOracle AIM – PhasesOracle AIM – ProcessesOracle AIM – Preview / DemoRecommendationsQuestions
• 3. Software Development MethodologyWaterfallPrototypingIncrementalRapid Application DevelopmentRational Unified ProcessAgile Unified Process
• 4. Project Management MethodsProject Management Institute – PMBOKPRINCE 2Critical Chain Project ManagementProcess based Project MgmtAgile Project ManagementBefore moving ahead, Let’s capture the Answers for some AIM Related Questions !!
• 5. Oracle MethodologiesOracle AIM 3.1 ( Application Implementation Methodology)Oracle EMM ( Easy Migration Methodology)Oracle Unified Method ( OUM)Our discussion is focus on “Oracle AIM”, version 3.1 ( also known as AIM Advantage)
• 6. What Oracle says about AIMHighest degree of qualityQuick return on investmentShort time to benefitAIM brings a proven process to the table for implementing Oracle E-Business Suite Business Solutions with
• 7. A Complete, Effective ToolkitDeliverable TemplatesAll delivered in an easy-to-use, web-based interfacePre-seeded Content and Sample DataCustomizable WorkplansProject Management SupportDetailed Task DescriptionOn-line, Context Sensitive Documentation
• 8. What is Oracle AIMOracle AIM provides templates for all the tasks that require them.The methodology is purpose built for Oracle Applications and the detailed deliverables produced are designed with the Oracle Application products in mind.Oracle AIM is a methodology showing what tasks are required, what order they should be completed in, and what resources are required
• 9. Oracle AIM - AdvantagesOracle's AIM is a proven approach for implementing packaged applications. It comprises a set of well defined processes that can be managed in several ways to guide you through an application implementation project.AIM provides the tools needed to effectively and efficiently plan, conduct, and control project steps to successfully implement business solutions.AIM defines business needs at the beginning of the project and maintains their visibility throughout the implementation. It defines internal, external, and time sensitive business events and maps each event to the responding business and system processes.Client gains an accurate understanding of the business requirements that need to be focused on during the course of the implementation.
• 10. Oracle AIM - StructureA task is a unit of work, which results in a single deliverable. I. e reports, schedules, code, or test results for example. A process is a closely related group of dependent tasks which meets a major objective. A process is usually based on a common discipline.A phase is a chronological grouping of tasks. It enables a flexible way to organize tasks, schedule major deliverables, and deliver projects.
• 11. Oracle AIM – Project PhasesAn AIM project is conducted in phases that provide quality and control checkpoints to co-ordinate project activities that have a common goal.During a project phase, your project team will be executing tasks from several processesOracle AIM Project Phases as follows ( 6 Phases )DefinitionsOperation AnalysisSolution DesignBuildTransitionProduction
• 12. Oracle AIM – Project PhasesDefinitionPlan the projectReview the organization's business objectivesEvaluate the feasibility of meeting those objectives under time, resource, and budget constraintsEmphasis is on building an achievable work plan and introducing it with guidelines.Strategies, objectives, and approaches are determined for each AIM processEstablishing scope early in the implementation gives the team a common reference point and an effective way to communicate.Operations AnalysisProject team develops Business RequirementsAssess the level of fit between the business requirements and standard application functionality.Gaps are identified and corresponding solutions developed.Solutions for gaps evolve into detailed designs during Solution Design.
• 13. Oracle AIM – Project PhasesSolution Design Develop the detailed designs to meet the future business requirements.Project team members create detailed narratives of process solutions developed during Operations AnalysisSupporting business requirements may require building application extensions to standard featuresThe project team carefully scrutinizes these solutions and chooses the most cost effective alternatives.Buildcoding and testing of all customizations and other custom software Coding & testing of enhancements, data conversions, and interfacesPolicy and procedure changes relating to business process modifications are developed.Business system testing is performed to validate that the developed solutions meet business requirements.
• 14. Oracle AIM – Project PhasesTransitionDeploys the finished solution into the organisation The project team trains the end usersTechnical team configures the production environment and converts dataTransition ends with the cutover to production, when end users start performing their job duties using the new system.ProductionIt marks the last phase of the implementation, and the beginning of the system support cycle. The Information Systems (IS) personnel work quickly to stabilise the system and begin regular maintenance. Provide the ongoing support to the organisation for the remaining life of the system. Compare actual results to project objectives.
• 15. Oracle AIM – ProcessesA process in AIM represents a related set of objectives, resource skill requirements, inputs, and deliverable outputs.A task can belong to only one process.Project team members are usually assigned to a process according to their specialization and background.12 Processes as referred in AIM – Project ManagementBusiness Process architectureBusiness Requirement DefinitionBusiness requirement definitionApplication & technical architectureModule Design & BuildData ConversionDocumentationBusiness System TestingPerformance TestingAdoption & LearningProduction migration.
• 16. Oracle AIM – ProcessesProject Management ( PJM)Project & Phase Planning, Execution, Control, Reporting & CompletionWork Management & Resource ManagementQuality Management & Configuration ManagementProject Management itself is a comprehensive process and has separate way to handle it, i.e. PMBOK , Oracle PJM etcTask IDCR: Control & Reporting , WM: Work Management, RM: Resource ManagementQM: Quality Management, CM: Configuration Management
• 17. Oracle AIM – ProcessesBusiness Process ArchitectureTask Code/ID : BPProvide the framework for combining change in business processes with implementation of software applications It focuses on high-level business processes and operations generally applicable to the organizationMake business focused decisions either to change the current processes to suit the application or to customize the application.Commonly used templates
• 18. Oracle AIM – ProcessesBusiness Requirements DefinitionTask Code/ ID: RDDefines the business needs that must be met by the implementation project.Develop a complete set of business requirements scenarios that can be used to map business requirements to application functionality.Analyze and identify the reporting requirements for the businessCarefully document audit and control requirements to satisfy financial and quality policies.Commonly used templates
• 19. Oracle AIM – ProcessesBusiness Requirements MappingTask Code/ ID: BRAscertain the fitness for use of application features in satisfying detailed business requirements expressed at a business process step level.Business Requirements Mapping encompasses the following areas: MappingBusiness system testingApplication setupsMapping is an iterative approach with the following objectives:Prove business process designs through demonstrationIdentify gaps in the applicationPropose feasible bridges to gapsCommonly used templates
• 20. Oracle AIM – ProcessesApplication & Technical ArchitectureTask Code/ ID: TADesign an information systems architecture to realize the business vision.This process divide into two areas:- 1. Application Architecture, 2. Technical ArchitectureThe process takes the business and information systems requirements and develops a blueprint for deploying and configuring:Oracle, third-party, and custom applicationsSupporting application server environmentsCritical interfaces and data distribution mechanisms between applications, servers, and sitesComputing hardware, including servers and client desktop platformsNetworks and communications infrastructure
• 21. Oracle AIM – ProcessesModule Design & BuildTask Code/ ID: MDFocus on the design and development of customizations to satisfy functionality gaps identified during Business Requirements Mapping (BR).Modification — changes to the base Oracle Applications codeExtension — new forms, reports, programs, tables, interfaces and triggers that add functionality without changing the base application codeConfigurable Extension — addition of functionality through flex fields, alerts, and other configuration options provided by the ApplicationsContinue to Next SlideCommonly used templates
• 22. Oracle AIM – ProcessesModule Design & Build
• 23. Oracle AIM – ProcessesData ConversionTask Code/ ID: CVConvert and test all necessary legacy data for the operation of the new systemConversion ApproachesManual ConversionsProgrammatic Conversion with or w/o toolsAutomated Data Entry
• 24. Oracle AIM – ProcessesDocumentationTask Code/ ID: DOReference that shows the users how to use application functionalitySet of procedures for using the application in response to day-to-day business eventsDocuments that describe the technical details of the application for the maintenance staffProduce a set of procedures for managing the system
• 25. Oracle AIM – ProcessesBusiness System TestingTask Code/ ID: TEThree main aspects of Business Testing – Planning, Early Introduction of Testing & CRPBusiness System Testing does not address performance testing or the testing of data conversion programs
• 26. Oracle AIM – ProcessesPerformance TestingTask Code/ ID: PTEnables you to define, build, and execute a performance test.To make decisions on whether the performance is acceptable for the businessPropose tactical or strategic changes to address the performance quality shortfall.Automated V/s ManualTypes of Performance TestingSystem Performance Module/ Code PerformanceHardware and Networks
• 27. Oracle AIM – ProcessesAdoption & Learning Task Code/ ID: APTraining prepares both users and administrators to assume on the tasks of running the new application systemAdoption and Learning impacts the following five major audiences:ExecutivesImplementation project teamsFunctional managersUsersInformation technology groups
• 28. Oracle AIM – ProcessesProduction MigrationTask Code/ ID: PMTo migrate the organization, systems, & people to the new enterprise systemAssessing readiness for transition to productionExecuting cutover to the new systemconducting post-production support
• 29. Oracle AIM - DEMOOracle AIM Advantage 3.1 DemoTemplatesQ&ADiscussion
• 30. My Experience & Thoughts MD050– Functional Design MD070 –Technical Design System Integration TestingCV010 – Data conversion StrategyCV060 – Data Conversion TemplatesPM010 –Transition StrategyTE040 –Test ScriptsBR110 – Security Profiles (Roles and Responsibility Matrix)User Acceptance Testing (UAT)Cutover and Production Migration PlanEnd User Training (End User Manual)BR100 –Application Set upCR010 – Project Management Plan / Project Plan (WM020)Overview TrainingRD010 – Organization StructureRD020 – Business Requirement GatheringRD050 / BR030 – MAP Business RequirementsTA040 –Application Architecture StrategyCRP Session IBP080 – Future Business ModelBR010 – GAP AnalysisCRP Session II
• 31. A Sample Project Level Activities
• 32. Some RecommendationsFollow the documentation principle like Preparer, reviewer with dates and approvers with version controls details in all documents.Try to avoid Word, Excel, PPT attachments to the templates.Collect enough details from client to prepare the process flow.Stick on to the Project schedule to submit the documents on time.Ensure to fill the open and closed issues on all updates if any.Follow the uniformity in using templates across all modules.Avoid providing internal intranet URL etc for reference.Follow the Oracle Custom standards while preparing Technical Docs.Documents prepared by one person must be reviewed by another before submitting to Client.Get a sign off from client and as well as from PM on all docs.
• 33. Questions ?Presented By:-Shivmohan Purohit