Elecon Engineering Co. Ltd.
Business Process Model
Oracle Applications: 12.1.3
RDBMS : [Link].0
Contents
1. Process Flow Diagrams................................1-5
2. Form Personalization Detail Report.............6-10
Order to Cash Flow (O2C)
Enter Sales Order
if not available
Enter
Create Customer
Customer
if available
Enter Customer name Enter Ship-to and Bill- Order no. generate
Enter Customer PO Enter Payment Terms
and number to location automatically
Enter Quantity and
Sales Order Booked Enter Request Date Enter Item Enter Order Type
Price
Inventory
Create Item
Assign item to Organization
Release Sales Order
Enter Order Number
Enter Shipping Action to take as auto Pick Confirm the
Enter Warehouse Requisition Approved
Information Create deliveries Order
Ship Confirm the
Enter Tax Details Transact
PO sent for
Move
approval
Order
Order
Run Auto Invoice
Query with Order Transaction seen in
Verify Tax Details
number AR
Transfer to General
Create Receipt Run Journal Import
Ledger
Inventory, BOM and WIP
Assign Resources to
Standard Operations
Define Standard
Define Resources Define Departments Create Item
Operations
Enter Standard Apply proper item
Select Type, UOM Operations Code and templates
attach department
Assign Resources Assign Item to
Select Charge Type to Department Organization
sequence to BOM
Assign Resources
Assign Operation
Define Resource
Enter Item Cost
Rates
Define Routing
Define BOM
Perform Move Create Job for
Perform WIP issue Release Discrete Job
Transactions Assembly
Complete
Close Discrete Job
Transactions
Procure to Pay (P2P)
Inventory
Create Item
Assign item to Organization
Enter Item and Enter Quantity and
Identify Needs Create Requisition Enter Need-by-date
Category Price
Enter Requester and
Create Supplier
Organization
if not available
Enter Supplier and Choose document Create PO using Auto Requisition sent for
Requisition Approved
Supplier Site type Create approval
Enter Tax Details PO sent for approval PO approved
Item Delivered
Create Receipt for
Enter PO Create invoice in AP
PO
Verify Tax Details Enter PO number
Match invoice with
Verify Tax Details
PO
Choose Sub-
Validate Invoice
inventory
Create Accounting
Transfer to GL
Create Payment Enter Payment
Select Bank Create Accounting
Transaction Method and PPP
Transfer to GL
Cash Management (Bank Statement and Reconciliation)
if available
Select Bank
if not available
Create Bank Enter required data
Create Branch Enter required data
Create Account Enter required data
Create Payment
Document
Define Transaction
Code
Create Bank
Reconciliation Automatically
Statement
Submit Request
To create new bank
Manually
statement
Run Auto
Reconciliation
Select statement to Enter new bank Program
reconcile statement
Enter Bank, Branch,
Displays Enter bank statement Account
corresponding bank header information
information
Enter GL date and
See Reports
organization
for payment for receipt for miscellaneous
reconciliation reconciliation reconciliation
Create Accounting
Select Payment Select Receipt Trans. Select Miscellaneous
Trans. doc. no. doc. no. Trans. doc. no.
Transfer to GL
Reconcile
Create Accounting
Transfer to GL
Fixed Asset (Create Mass Additions from invoice distribution in Payables)
Create PO
Account type must be Track as asset must
Enter Invoice
asset be enabled
To define asset Enter
Validate
categories Category
Enter account for
Create Accounting Select Book
category
Enter Depreciation
Rules
Run Mass Addition
Enter GL date Enter Book
Create Request
Prepare Mass
Addition Run Mass Addition
Define Book
Create Report
Post Mass Addition
Define Depreciation
Book
View Report
Enter Accounting
Rules
Enter Natural Account
Oracle Financials For India
Define Regime Define Tax Type Enter accounts Define Tax Details
Create Regime Define Third Party Define Tax
Enter Rate Details
Registration for TDS Registration Categories
Description of Form Personalization done in Oracle R12
Form Personalization
1. Asia/Pacific Localizations
Invoke SO Status Check
Invoke Receit Match Function
Enable Receipt Match menu
Enable India Tax Details Tools Menu
Initialize Global Value
Invoke Configurations UI
Invoke Add Taxes to Sales Order
2. Bills of Material
Disabled DG_MODAL window
Can not perform DML on B_INV_COMPS
Perform DML on B_INV_COMPS By Master User
Disable COST field
Perform DML on B_BILL_OF_MATLS By Master User
Perform DML on DISPLAY_OPTION By Master User
Can not perform DML on DISPLAY_OPTION
You can not add new record
Can not perform DML on B_BILL_OF_MATLS
3. Inventory
Disable Tab Page
Disable Transaction Line Button (PWC)
Populate Project at Line (PWC)
Ente a Query Mode
Restrict General User to Unlock Items
Serial Number Validation - Whether it is QA passed or not
INV Receipt Delivery and Issue Disable TAB Page
Locking Manufacturing Items (AB,AC,RC,RH,RW) ---NEW
Unlock Sub Assembly Items By Other than Master User1 (PD, SS)
BOM Weight > Estimated Weight then Design flag is not allowed to change
Restricted Master1 to Unlock Sub Assembly Items (PX, SS)
Unlock Manufacturing Items By Other than General User (AB,AC,RC)
Check for Project and Exp Type on Header DFF (PWC)
Move Order Transact Button Disable
Freeze Transaction Type and Account on Line (PWC)
Locking Sub Assembly Items (PS, PU, PY, SS)
Estimated Weight is not allowed to change
Restricted Master1 to Unlock Sub Assembly Items (PS, PU, PY, SS)
Unlock Sub Assembly Items By Other than Master User1 (PS, PU, PY, SS)
India: Enable India Tax Details Menu
Get item Value
Description of Form Personalization done in Oracle R12
Form Personalization
Inventory
Unlock Sub Assembly Items By Other than Master User1 (PX, SS)
To view Supply/Demand form from Custom On Hand Form ( on purchase requisition form )
Enable Transaction Line Button (PWC)
Check Project Locator Access for User (PWC)
Generate Charge Account at Header level (PWC)
Restict Transcation Type USER LEVEL
Locking Sub Assembly Items (PD, SS)
Locking Sub Assembly Items (PX, SS)
Unlock Manufacturing Items By Other than General User (AB,AC,RW) (PHSHARMA)
Unlock Manufacturing Items By Other than General User (AB,AC,RH) (PHSHARMA)
India: Invoke Receiving Tax Common
Restricted Master1 to Unlock Sub Assembly Items (PD, SS)
Set initial value of Global Variable
Go Block And Got Item
4. Order Management
Discount <= 60% for PBL
Check No. & Amount required before Booking of Order - 1
Check No. & Amount required before Booking of Order - 3
Invoke O2C Common UI
Line Request Date for PBL-2
Line Request Date for PBL-4
Disabled Cheque Number for Booked Order
Discount >= 55%
Restrict to Book the Order if Advance Payment not came
Check whether Item is Invoiceable or not ( check at Book Order Button level)
OU wise LOV for Customer Number
OU wise LOV for Customer Name
Enable India Tax Detail Menu
Line Request Date for PBL-3
Request Date Validation
Enable India Tax Details Tools Menu
Disabled Payment Terms for Booked Order ( For Eimco )
Check No. & Amount required before Booking of Order - 4
Payment Terms LOV (PBL and GEAR) Darshak S Mehta
Mandatory Project Number & Task Number for MHE-Plant Division
Check No. & Amount required before Booking of Order - 1.1
Invoke Advance Receipt Tax UI
Enable Tax Details Tools Menu
Disabled Unit Selling Price for Booked Order ( For Eimco )
Mandatory Project Number And Task Number
Check No. & Amount required before Booking of Order - 2
Description of Form Personalization done in Oracle R12
Form Personalization
5. Payables
Disable Amount on Distribution Line
Invoke Taxes Details UI
Error Message for Dist Line not Saved
Special Localization Menu
Define India Taxes Details Menu
JAI Localization
Error Message for Third Party Registration and tax calendar missing
Disable Calculate Tax Button
Restrict Payment on Invoice Hold -1
Error Message for invalid invoice type
Not Allowed to Enter New Batch at " Invoice Batches " Screen
Disable Invoice Line Amount
Restrict Payment on Invoice Hold
Restrict to add new record at Distribution screen
Restrict to Add new invoice record at Invoice Batches screen
6. Projects
Enable India Tax Details Tools Menu
Check Payment Terms (PWC)
Invoke O2C Tax Common UI
7. Shipping Execution
Set Default & Disabled Subinventory for ELP & Project base record
BBU Brackup No
Restrict Ship-Confirm 1
Restrict Ship-Confirm 2
Stop Invoking O2C Common UI when Delivery is Null
Enable India Tax Details Tools Menu
Delivery Name Greyed Out - HNP
8. Site Solution
Load Menu Item "Total Value"
Show Total Value
A/Cs generation and disabling the fields
Create Menu Item
Description of Form Personalization done in Oracle R12
Form Personalization
9. Purchasing
PO line price must be 1 when BOQ is required (PWC)
Hide Price & Amount Colunm
Disabled [Link] Button-2
Get It Enable (NEW BLOCK)
Restrict To Take Receipt When Job Order Status is CLOSED - 2
Restrict To Take Receipt When Job Order Status is CLOSED - 4
Copy Document Rule : 1
Line Need By Date Disabled
To Display On Hand Stock (Rule:1) - Set Special Function 12
To Display On Hand Stock (Rule:2) - Execute Custom Procedure using 'Execute a Procedure' Builtin Type
EIMCO Disable PO Creation For Virtual Items
Enable India Tax Details Tools Menu
Invoke P2P Common UI
Message for Unsupported Match Option (Base)
Invoke India Tax Details UI(Base)
Invoke India Tax Details UI(INTERFACE)
Populate Jai Determination Factor Interface (Express)
Intimation To User For Project and Task
Disabled [Link] Button-1
Open The Item Form
Restrict QA User
Cannot Modify Item Description (PHSHARMA)
Copy Decument Rule : 4 ( Define Global Variables for PR Copy functionality )
Enable India Tax Accounting Tools Menu
Disbale Over Receipt Tolerance in Receivig Control
Invoke India Tax Details form (Base)
Restrict To Take Receipt When Job Order Status is CLOSED - 3
Restrict To Take Receipt When Job Order Status is CLOSED - 1
Prevent Store Person for Inspection for PBL
Message for Unsupported Match Option (Interface)
Populate Jai Determination Factor Interface
Restrict 2-Way & PO Match Receipt
Disable Project and Task (PWC)
Invoke India Tax Details form (INTERFACE)
Initialize line id
Message for Unsupported Match Option(INTERFACE)
Receipt Matching when BOQ is required (PWC)
Direct Delivery when BOQ is required (PWC)
Single Shipment and Distribution per PO Line when BOQ is required (PWC)
Receipt not allowed while Project On-Hold (PHSHARMA)
Prevent QA Person to Deliver for PBL
Payment Term is Disabled for PBL
3-Way Matching when BOQ is required (PWC)
Create Menu Item
Eimco Unit Price Field Not to Display
Copy Decument Rule : 5 ( Call form thru 'Launch a Function' for PR Copy functionality )
Payment Term is Mandatory
Shipment Need By Date Disabled
Message for Unsupported Match Option(Base)
Restrict Inventory Users
Description of Form Personalization done in Oracle R12
Form Personalization
10. Receivables
Enable India Tax Details Tools Menu
Invoke O2C Common UI
Disable Incomplete Button (TGW_HEADER)
GST & AR Invoice Mapping --1 ( on Menu > Tools )
Invoke Advance Receipt Tax UI
Warning for entering GL accounts for sites to be attached to projects (PWC)
Enable India Tax Detail Menu
11. Work in Process
OSP Resouce not allowed - 1
Disable Move Radio Button
Until & unless condition comes true user is not allow to check the FINAL COMPLETION check box
UOM Validation
Qunatity Validate
Project Number is Mandatory (PHSHARMA)
Get Exiting Status
Total Value of Job
Enter New Quantity Validation
OSP Resource not allowed - 2
Restrict Users to Change Status from Complete to other (PHSHARMA)
OSP Resource not allowed - 4
OSP Resource not allowed - 3
WIP Discrete Job Validation (Cancelled)
Get Exiting Status Global (PHSHARMA)
Restrict Users to make Transactions on Completed Job (PHSHARMA)
Move Transaction Restrict 1
Move Transaction Restrict
Set Initial value of check box FINAL COMPLETION
Restrict OSP/SUBC Resource Operation to Complete Qty(PHSHARMA)
Restrict to Move if all materials are not issued
