Streamlining the Rebate Process

Size: px
Start display at page:

Download "Streamlining the Rebate Process"

Transcription

1 Streamlining the Rebate Process Using Channel Revenue Management to Streamline the Rebate Process for Distribution Companies TRIBUS POINT WHITE PAPER COLLABORATE 12

2 Using&Channel&Revenue&Management&to&Streamline&the&Rebate&Process& for&distribution&companies&& Abstract(( LearnhowaWholesaleDistributionCompanytooktheirrebateandpromotionprocessesfromacombinationof disparatesystemsandexcelspreadsheetstoafullyintegratedandcostsavingoraclechannelrevenue Managementsolution.Thispaperwilldemonstratehowthetimeandcostintensiveprocessofrebate managementforwholesaledistributioncanbestreamlinedbytheimplementationoforaclechannelrevenue Management.Additionally,thispaperwillcoverhowperformancegoalsandincentivescanbeusedtocontrolthe claimsandsettlementprocess. Business(Background( Asawholesaledistributor,AmericanTireDistributorshas100distributioncentersthroughoutNorthAmerica,and over60thousandcustomers/dealersandservicecentersnationwide.atthetimeofthechannelrevenue Managementimplementation,theywereleveragingOracleEBStomanagetheprocessingof45thousandplus orderlinesdaily.oneofthebiggestcompetitiveadvantagestheyhaveintheirindustryistheirabilitytodeliver exceptionalmarketingprogramstotheircustomers.theyneededachannelrevenuemanagementsolutionthat wouldsupportandmanagethemarketinginitiativesandgaindeeperinsightintotheireffectivenessinthe industry. Legacy(State(of(Promotion(Management(( Type(of(Programs(and(Promotions( Tobetterunderstandthelegacysystemstate,wewillbrieflydiscussthetypesofmarketingprogramsand promotionswemanage. Thevastmajority(90%ofthepromotiontransactionsareknownassystemwidepromotions;wheremultiple dealerscanbeenrolledintheprogramtoreceivebenefits.theseprogramscanbeinternallyfundedthroughthe organization,ortheycanbeexternallyfundedthroughvendorprograms.allinternallyfundedprogramsare tracked,managedandpaidtothecustomerbyus.promotionsthatarefundedbythevariousmanufacturers,can eitherbedirectlypaidtothecustomerbyus,ormanagedandtrackedbyusandreporteduptothemanufacturer sotheycanpaythecustomerdirectly.inadditiontoenrollment,mostofthesepromotionshavecustomer purchasingrequirements,usuallyintheformofunitsoramounts(volumebased,thatmustbemetinorderto receivethebenefits. Theremaining10%ofourpromotionalactivitiesstemfromoneoffrebates.Thesetendtobecustomeror customershiptospecificanddonotrequireenrollment.thesepromotionsarespecificforcustomerswithina regionorcustomersservicedbyaspecificdc. COLLABORATE12 Copyright 2014 Tribus Point Page 1

3 TheoffersthataremanagedforbothSystemWidepromotionsandoneoffrebatesinclude: StandardAccrual Lumpsum Amount Volume Co[Op Legacy(System( AlthoughOracleEBSwasbeingleveragedtomanagethebackofficeapplicationsandordermanagement, promotionsweremanagedinoneoftwoways.themarketinggroupusedacustomapplicationbuiltonsqlserver tomanagethesystemwideprogramsincludingthevendorsponsoredpromotionsandcorporatepromotions.this serverleveragedsalesinformationfromabicubetoperformcalculationsandaccrualsnightly.informationwas collectedinthesqldatabaseuntilapointintimeinwhichitwasinterfacedovertoarforcreditprocessing. OneoffrebatesfortheDCspecificandRegionalspecificpromotionsweremanagedbytheaccountingdepartment usingacombinationofbireportsandexcelsheetstocalculaterebatedollarsforindividualcustomers/customer locations.manualaccrualswerecalculatedmonthlyandmanagedthroughmanualjournalentriesintothegl.the excelcalculationswerethenconvertedtoaflatfileformatandpassedthroughthemarketingsqlservertobe interfacedtooracle.thegraphbelowdepictstheflowofinformationfromthelegacypromotionmanagement SystemstoOracle. BI Oracle EBS ( ( Summarize Report Spreadsheets Extra ct Calculate Pass SQL Server COLLABORATE12 Copyright 2014 Tribus Point Page 2

4 Business(Challenges(with(the(Legacy(System( Asseentheimageabove,thelegacyprocessreliedondifferenttechnologiesandmultipleinputs.Thechallenges withmanagingthisprocesswithdisparatesystemsinclude: Multiplesystems[burdensmultipledepartmentsincludingmarketing,accounting,IT,sales,andDC managers Multipleprocessingschedules delaysanddatareconciliationatvariouspointsintimebyvariousgroups createsincongruitieswiththedata StaleData Relyingonothersystemsynchronizationsresultingincalculationsperformedonoutdated Information DelayedReporting delaysinprocessingandfinalapprovalofrebatesprovidingoutdatedinformationto bothinternalandexternalusers Asaresultthebusinesswasleftwithmanyuncertaintiesregardingthelargevolumeofdollarssurroundingtheir tradepromotions.questionssuchaswhogetspaidwhat?aremyrebatesoverlapping?whatsourcedatashouldi beanalyzing?whichofmypromotionsaresuccessful?andeventhemoredisconcertingquestions,aremy customersgettingthecorrectcredits?aretheyreceivingtimelycredits,oraretheynotreceivingthematall? ( Desired(State( Primary(Drivers( Theircontinuingfocusthroughourmarketingprogramsisthreefold. First,toprovidetherealtimeinformationtoourcustomersanddealerssothattheymaymakeinformedbuying decisionssotheycaneasilyanswersuchquestionsaswhatpromotionsamieligiblefor?whatproductsare includedinmyprograms?howcloseamitoachievingmygoals,andwhatdoihavetobuytoreachthem?second, reducethecostpertransactionbystreamliningtherebateprocessthroughautomationandintegration.providea systemthatleveragesdataintheexistingebsenvironmentandreducethetimeofmanagingpromotions,claims andsettlement.andfinally,driveanincreaseinvolumethroughincentivizedprogramsthatworkforallpartiesin thechannelfromthevendor,distributor,dealersandthroughtotheendconsumer. Thebusinessteamrequiredasinglesoftwaresolutionthatwouldprovideaseamlessprocesstomanagetrade promotions.functionalitiesneededincluded: Unifiedsystemforbuilding,executingandmanagingpromotions Abilitytomanagehighvolumesofdataandperformaccurateaccrualcalculations Timelyandaccuratedata Automatedyetflexible Accurateinvoicing/creditingatthecustomeraccountlevel Generateaccountingentriesatthetransactionallevelforaccruals,invoiceandpayments. Analyticstomanageliabilityandtradespend? ( ( COLLABORATE12 Copyright 2014 Tribus Point Page 3

5 Oracle(System(Solution( Out(of(the(Box(Benefits(from(Oracle(Solution( OracleChannelRevenueManagementsoftwarewasselectedforitsabilitytobuildbothsimpleandcomplex promotionaloffers,itsbudgetmanagementandliabilitytracking,itsadvancedcalculatingengine,andits automatedsettlementprocessandclaimsmanagement.additionally,byintegratingthesolutionwiththecurrent E[businesssuite,wewereabletoleveragecriticalintegrationpointsinEBS(seegraphbelowincluding: AccesstodirectsalesinformationfromOrderManagement IntegrationforautomaticCMcreationthroughAccountsReceivable AccrualandExpenseaccountingwithintegrationwithGL AdvancedeligibilityandqualificationthroughAdvancedPricing ProductInformationthroughInventory Accounts Receivable Channel Revenue Order Management Enter Order Credit Memo Created End Add Line View Adjustment Offer Discount Book Order Budget Utilization Settlement Fetcher Ship Order Auto Claims Settlement Concurrent Job Send to AR Accrual Auto Pay No Yes Auto Claim Creation Manual Claim Creation Manual Claim Settlement Highly(Configurable(and(Extensible( OracleChannelRevenueManagementalsoprovidesveryflexibleconfigurationoptionsthatwewereableto leveragetomanagecomplicatedbusinessrequirementsandprocesses.afewofthehighlightsinclude: PricingQualifiersforidentifyingMarketEligibility:Someoftheexternallyfundedprogramsrequiredavendor definedlistofparticipantsfrequentlyupdated.thislistwasprovidedviaaflatfileandhousedinaseparate schemainebs.thefileincludedshiptolocationaswellasvariablelevelsofparticipation.qualifierswereusedto identifyspecificvaluesfromthisschematodeterminecustomereligibilityacrossvariousprograms COLLABORATE12 Copyright 2014 Tribus Point Page 4

6 PerformanceMetrics:Mostofthesystemwideprogramsrequiredsomeformofavolumebasedincentive.In manycasesthisincentiveincludedaseriesofcomplexand/orgroupingsofmultipleproductcategoriesorbrands. Forexample,oneoffermayrequirethatthecustomerpurchase75ofXtoachievegoalwhileanotherofferwould requirethatthecustomerpurchase75ofxandycombinedaswell100ofzbeforegoalisachieved. Autopayandautomatedsettlement:Theoffersandautopayenginewereconfiguredinsuchawaythat payments/creditswereautomaticallycreatedfordealerswhoachievedtheperformancerequirementsinthe allottedtimeasdefinedbytheprogram. AccountGenerator:AccountingmeasuredpromotionspendandpromotionperformancetoeachDCandtheir respectiveregions.accountgeneratorprovidedaflexibletooltoderiveaccountingbasedonvariousfactorssuch asbudgettypes,datahouseindff saswellasdefaultwarehouseonthecustomermastershiptolocation. ( Conclusion( Results( OracleChannelRevenueManagementhasprovidedadependableandextensibleplatformtomanageagrowing numberoftradepromotionprocesses.thesolutionhastransformedalegacysystemwithmultipletoolsetsand entrypointsintoastreamlinedandmanageableprocessonaunifiedplatform.benefitsinclude: TighterIntegrationwiththecoreERPdata IncreasedAutomation CentralizedDataRepository TimelyInformation ReducedTouchPoints IncreasedCustomerAwareness COLLABORATE12 Copyright 2014 Tribus Point Page 5

Copyright 2013 wolfssl Inc. All rights reserved. 2

Copyright 2013 wolfssl Inc. All rights reserved. 2 - - Copyright 2013 wolfssl Inc. All rights reserved. 2 Copyright 2013 wolfssl Inc. All rights reserved. 2 Copyright 2013 wolfssl Inc. All rights reserved. 3 Copyright 2013 wolfssl Inc. All rights reserved.

More information

BackOffice 7.3 Bet a Release Notes BackOffice 7.3 Release Notes Accounts Receivable New Features Open Issues

BackOffice 7.3 Bet a Release Notes BackOffice 7.3 Release Notes Accounts Receivable New Features Open Issues ebackoffice 7.3 Beta Release Release Notes Notes Accounts Receivable New Features 2 Credit Memo 2 AR Netting 2 Customer 3 Dunning Letters 3 Non-AR Cash Receipts 4 Settlement 4 Terms 5 Write-off Receivable

More information

It! Charge. automated credit card processing. at the touch of a button

It! Charge. automated credit card processing. at the touch of a button Business Solutions for Maximum Performance automated credit card processing at the touch of a button Provides automated credit card processing at the touch of a button allowing you to realize immediate

More information

Flintfox Trade Relationship Management (TRM)

Flintfox Trade Relationship Management (TRM) Flintfox Trade Relationship Management (TRM) An Integrated Customer Relationship and Trade Promotion Management Solution for Consumer Goods Flintfox TRM transforms the complex challenges associated with

More information

AirWatch Education Pricing. Effective January 1 st, 2012 Expires March 31 st, 2012

AirWatch Education Pricing. Effective January 1 st, 2012 Expires March 31 st, 2012 AirWatch Education Pricing Effective January 1 st, 2012 Expires March 31 st, 2012 Deployment Options Software as a Service (SaaS) On-premise Appliance Multiple redundant data centers Best of class hardware

More information

Sage MAS 500 Version 7.4 Sneak Peak

Sage MAS 500 Version 7.4 Sneak Peak Sage MAS 500 Version 7.4 Sneak Peak What s New in 7.4 and Why it s Important Productivity Enhancements Landed Cost Improvements Unit of Measure Improvements Manufacturing & Distribution Platform & Performance

More information

PEOPLESOFT ENTERPRISE PAYABLES

PEOPLESOFT ENTERPRISE PAYABLES PEOPLESOFT ENTERPRISE PAYABLES Oracle s PeopleSoft Enterprise Payables provides automated invoice and payment processing to ensure timely and accurate payment for KEY FEATURES Support shared service centers

More information

PRINTER S PLAN 2000 USER S GUIDE. Chapter 9 A/R

PRINTER S PLAN 2000 USER S GUIDE. Chapter 9 A/R PRINTER S PLAN 2000 USER S GUIDE Chapter 9 A/R Accounts Receivable...............................328 Posting.......................................329 Applying Payments...............................333

More information

Business Partner Master Data (LO-MD-BP)

Business Partner Master Data (LO-MD-BP) HELP.LOBP Release 4.6C SAP AG Copyright Copyright 2000 SAP AG. All rights reserved. No part of this brochure may be reproduced or transmitted in any form or for any purpose without the express permission

More information

Frequently Asked Questions SQL Server 2012 Editions and Licensing

Frequently Asked Questions SQL Server 2012 Editions and Licensing Frequently Asked Questions SQL Server 2012 Editions and Licensing Copyright This document was developed prior to the product s release to manufacturing, and as such, we cannot guarantee that all details

More information

300 Intelligence Reporting. Sage 300 2016 Intelligence Reporting Customer Frequently asked questions

300 Intelligence Reporting. Sage 300 2016 Intelligence Reporting Customer Frequently asked questions 300 Intelligence Reporting Sage 300 2016 Intelligence Reporting Customer Table of contents 1. Overview of Sage Intelligence Reporting 3 2. Comparisons of Sage Intelligence Reporting and Sage Enterprise

More information

OAUG Webinar Series Seminar #4

OAUG Webinar Series Seminar #4 OAUG Webinar Series Seminar #4 Oracle R12 AP Invoice to Payment Process Paul Kirch Principal, Process & Domain, Infosys OAUG Accounts Payable SIG Chairman September 8, 2011 Agenda Introduction Procure

More information

Oracle Business Intelligence Mobile

Oracle Business Intelligence Mobile Oracle Business Intelligence Mobile Jon Ainsworth Director of Business Development Oracle EMEA Business Analytics 1 Copyright 2011, Oracle and/or its affiliates. All rights reserved. Fact: Today Mobile

More information

MarketingPilot Inventory Management at a Glance. Integrated collateral inventory management and accounting

MarketingPilot Inventory Management at a Glance. Integrated collateral inventory management and accounting at a Glance Integrated collateral inventory management and accounting MarketingPilot provides comprehensive inventory management functions specially designed to meet the needs of marketers. MarketingPilot

More information

LABORATORY INFORMATION MANAGEMENT SYSTEM (LIMS)

LABORATORY INFORMATION MANAGEMENT SYSTEM (LIMS) RFI 1102 LABORATORY INFORMATION MANAGEMENT SYSTEM (LIMS) QUESTIONS AND ANSWERS November 17, 2011 Question 29: In section 2.2 it says The M&R Lab consists of eight (8) units which test and sample materials

More information

Visualizing PI System Data with Dashboards and Reports

Visualizing PI System Data with Dashboards and Reports Visualizing PI System Data with Dashboards and Reports Presented by Laurie Dieffenbach Product Manager Experience COLLECT HISTORIZE FIND ANALYZE DELIVER VISUALIZE What s New with Visualization in PI System

More information

How To Write An Oor Ebusiness Ebusiness Solution

How To Write An Oor Ebusiness Ebusiness Solution Q1. Is it a mandatory requirement to be an Oracle ebusiness Certified Partner or will you accept proof of successful implementations with Oracle, i.e., can use pre-existing setups and application security

More information

Dashboard for Financial Applications: A Partnered Approach 5.27.10

Dashboard for Financial Applications: A Partnered Approach 5.27.10 Dashboard for Financial Applications: A Partnered Approach 5.27.10 Presenters Seth Landau EVP of Consulting Services MindStream Analytics [email protected] www.mindstreamanalytics.com Scott

More information

Products CRM and Business Intelligence for DNA

Products CRM and Business Intelligence for DNA Products CRM and Business Intelligence for DNA Leverage Your Financial Institution s Rich, Robust Data to Analyze Performance and Build Stronger Accountholder Relationships Products Knowledge is power.

More information

Implementation of Enterprise Resource Planning Application RFP No. 2016-008 Questions & Answers April 28 th, 2016

Implementation of Enterprise Resource Planning Application RFP No. 2016-008 Questions & Answers April 28 th, 2016 1. Implementation of Enterprise Resource Planning Application RFP No. 2016-008 Questions & Answers April 28 th, 2016 Is COMPASS looking for replacement of SAP or integration/enhancement of current SAP

More information

JD EDWARDS ENTERPRISEONE PROCUREMENT MANAGEMENT

JD EDWARDS ENTERPRISEONE PROCUREMENT MANAGEMENT JD EDWARDS ENTERPRISEONE PROCUREMENT MANAGEMENT Integrate and streamline all procurement processes. Simplify supplier analysis and bidding. Eliminate unnecessary transactions. The Issue: Strategic Procurement

More information

BI Publisher in Oracle EBS R12: What it is, its evolution, and how to use it. Presented by: Bob Bullman, BizTech

BI Publisher in Oracle EBS R12: What it is, its evolution, and how to use it. Presented by: Bob Bullman, BizTech BI Publisher in Oracle EBS R12: What it is, its evolution, and how to use it Presented by: Bob Bullman, BizTech What is Bi Publisher? Historical perspective Seeded functionality Options for creating new

More information

Feith Rules Engine Version 8.1 Install Guide

Feith Rules Engine Version 8.1 Install Guide Feith Rules Engine Version 8.1 Install Guide Feith Rules Engine Version 8.1 Install Guide Copyright 2011 Feith Systems and Software, Inc. All Rights Reserved. No part of this publication may be reproduced,

More information

Sales Commission Calculation & Settlement Handling through Order Processing

Sales Commission Calculation & Settlement Handling through Order Processing Sales Commission Calculation & Settlement Handling through Order Processing Applies to: SAP Sales & Distribution & Incentive and Commission Management in ECC 6.0. For more information, visit the Enterprise

More information

Point-of-Sale Updates Training Guide. Product Name: Point-of-Sale Release Version: 6.0

Point-of-Sale Updates Training Guide. Product Name: Point-of-Sale Release Version: 6.0 Guide Product Name: Point-of-Sale Release Version: 6.0 Copyright 2005 2006. All rights reserved. This documentation is an unpublished work of, which may be used only in accordance with a license agreement

More information

Xtraction V2.5: Frequently Asked Questions

Xtraction V2.5: Frequently Asked Questions Xtraction V2.5: Frequently Asked Questions Overview 1) What is Xtraction? a) Xtraction is an interactive status reporting and dashboard solution that allows the non-technical end-user to quickly create

More information

IntegraSoft Credit Card Processing

IntegraSoft Credit Card Processing IntegraSoft Credit Card Processing Reference Manual November 2005 Level 2.13 Copyright 2005 Tech Systems, Inc., Bettendorf, IA 52722 Printed in U.S. A. The names used in this publication are not of individuals

More information

PUBLIC. How to Use E-Mail in SAP Business One. Solutions from SAP. SAP Business One 2005 A SP01

PUBLIC. How to Use E-Mail in SAP Business One. Solutions from SAP. SAP Business One 2005 A SP01 PUBLIC How to Use E-Mail in SAP Business One Solutions from SAP SAP Business One 2005 A SP01 February 2007 Contents Purpose... 3 Sending an E-Mail... 4 Use... 4 Prerequisites... 4 Procedure... 4 Adding

More information

Patching, AlerFng, BYOD and More: Managing Security in the Enterprise with Splunk Enterprise

Patching, AlerFng, BYOD and More: Managing Security in the Enterprise with Splunk Enterprise Copyright 2013 Splunk Inc. Patching, AlerFng, BYOD and More: Managing Security in the Enterprise with Splunk Enterprise Marquis Montgomery, CISSP, SSCP, GSEC Senior Security Architect, CedarCrestone #splunkconf

More information

Project Financial Planning

Project Financial Planning Project Financial Planning Ian Boyling, ERP Director and Lead Consultant Prōject (EU) Ltd [email protected] Agenda Introduction to Prōject and Ian Boyling Project Financial Planning Options Project

More information

!"#"$%&'(()!!!"#$%&'())*"&+%

!#$%&'(()!!!#$%&'())*&+% !"#"$%&'(()!!!"#$%&'())*"&+% May 2015 BI Publisher (Contract Management /Primavera P6 EPPM) Using List of Values to Query When you need to bring additional fields into an existing report or form created

More information

What is Data Virtualization? Rick F. van der Lans, R20/Consultancy

What is Data Virtualization? Rick F. van der Lans, R20/Consultancy What is Data Virtualization? by Rick F. van der Lans, R20/Consultancy August 2011 Introduction Data virtualization is receiving more and more attention in the IT industry, especially from those interested

More information

TIM 50 - Business Information Systems

TIM 50 - Business Information Systems TIM 50 - Business Information Systems Lecture 15 UC Santa Cruz March 1, 2015 The Database Approach to Data Management Database: Collection of related files containing records on people, places, or things.

More information

Credit Card Settlements & Multiple Payment Gateways- Metra s Approach

Credit Card Settlements & Multiple Payment Gateways- Metra s Approach Credit Card Settlements & Multiple Payment Gateways- Metra s Approach August 16, 2013 (08:30 09:10 AM) PRESENTED BY Pavan K Vallabhaneni [email protected] Santhosh Kumar Kotrappa [email protected]

More information

Performance Accountability and Control

Performance Accountability and Control SUNGARD FINANCIALS Performance Accountability and Control www.sungardfinancials.com SunGard Financials is a fully integrated Financial Management System providing detailed accounting information to manage

More information

AirWatch Pricing EUR. Effective May 15 th, 2013 Expires September 30 th, 2013

AirWatch Pricing EUR. Effective May 15 th, 2013 Expires September 30 th, 2013 AirWatch Pricing EUR Effective May 15 th, 2013 Expires September 30 th, 2013 Included Included Mobile Device Management Mobile Device Management (MDM) Manage corporate or employee-owned devices, configure

More information

Oracle Business Intelligence Enterprise Edition (OBIEE) Presented by: Rapidflow Apps Inc.

Oracle Business Intelligence Enterprise Edition (OBIEE) Presented by: Rapidflow Apps Inc. Oracle Business Intelligence Enterprise Edition (OBIEE) Presented by: Rapidflow Apps Inc. Agenda Overview Gartner Magic Quadrant for BI Platform Rapidflow Business Intelligence (BI) Solutions Oracle OBIEE

More information

DEPLOYMENT ROADMAP March 2015

DEPLOYMENT ROADMAP March 2015 DEPLOYMENT ROADMAP March 2015 Copyright and Disclaimer This document, as well as the software described in it, is furnished under license of the Instant Technologies Software Evaluation Agreement and may

More information

Feature List. Freight.Ware for Brokers. Included Features: 1 P a g e. 5501 NE 109 th Court Suite H Vancouver, Wa 98662 * (360) 896-6699 *

Feature List. Freight.Ware for Brokers. Included Features: 1 P a g e. 5501 NE 109 th Court Suite H Vancouver, Wa 98662 * (360) 896-6699 * Freight.Ware for Brokers Included Features: Explorer Style menu system Menu-Level Security SQL Server 2005 / 2008 based Full-charge integrated Accounting Management Information Center Optional Mileage

More information

Creating Connection with Hive

Creating Connection with Hive Creating Connection with Hive Intellicus Enterprise Reporting and BI Platform Intellicus Technologies [email protected] www.intellicus.com Creating Connection with Hive Copyright 2010 Intellicus Technologies

More information

Experience and Skills inventory of George R. Lewycky. http://georgenet.net/resume. Oracle and ebusiness Suite and related products

Experience and Skills inventory of George R. Lewycky. http://georgenet.net/resume. Oracle and ebusiness Suite and related products Experience and Skills inventory of George R. Lewycky 1 http://georgenet.net/resume Oracle and ebusiness Suite and related products ERP Applications / ebusiness Suite (EBS) ORACLE Applications Release 11i

More information

JD Edwards EnterpriseOne Order Fulfillment

JD Edwards EnterpriseOne Order Fulfillment JD Edwards EnterpriseOne Order Fulfillment Operations Field Service Support Receive Product Return Product Receive and Pay Inquire About Account Contract Administrator Manage Contract Process Claims for

More information

Feith Document Database Version 8.1 Install Guide

Feith Document Database Version 8.1 Install Guide Feith Document Database Version 8.1 Install Guide Feith Document Database Version 8.1 Install Guide Copyright 2011 Feith Systems and Software, Inc. All Rights Reserved. No part of this publication may

More information

What s New in Sage 100 ERP

What s New in Sage 100 ERP Date What s New in Sage 100 ERP Lori Maloof, Product Manager CPE Credit In order to receive CPE credit for this session, you must be present for the entire session. Recommended CPE Credit = 1 Delivery

More information

Measurable Improvements in E-Business Suite Application Management with OEM 12c

Measurable Improvements in E-Business Suite Application Management with OEM 12c Measurable Improvements in E-Business Suite Application Management with OEM 12c January 29, 2014 Copyright 2014. Apps Associates LLC. 1 Welcome Julian Troake Marketing Director Apps Associates LLC Copyright

More information

BI Publisher. Presented to: SCOUG. June 7, 2010

BI Publisher. Presented to: SCOUG. June 7, 2010 Features and Functionality of BI Publisher Presented to: SCOUG June 7, 2010 Kirby Corporation 2 Kirby Corporation 3 Kirby Corporation 4 Kirby Corporation Currently on Oracle 11.5.10+ Two Instances Financials(Accounts

More information

Microsoft Dynamics GP Performance and Profit

Microsoft Dynamics GP Performance and Profit Microsoft Dynamics GP Performance and Profit Procurement/Risk Management 1 Background Microsoft Corporation founded in 1975 Over 91000 employees Products and services include operating server systems,

More information

Oracle to SQL Server 2005 Migration

Oracle to SQL Server 2005 Migration Oracle to SQL Server 2005 Migration Methodology and Practice Presented By: Barry Young Copyright 2006 by Proactive Performance Solutions, Inc. Agenda Introduction Migration: Oracle to SQL Server Methodology:

More information

How to Use Oracle Account Generator for Project-Related Transactions

How to Use Oracle Account Generator for Project-Related Transactions How to Use Oracle Account Generator for Project-Related Transactions Marian Crkon 3Gs Consulting OAUG Forum at COLLABORATE 07 Copyright 2007 3Gs Consulting Page 1 of 40 Introduction Account Generators

More information

Epicor ERP Epicor ERP Accounts Receivable Transaction Hierarchy

Epicor ERP Epicor ERP Accounts Receivable Transaction Hierarchy Epicor ERP Epicor ERP Accounts Receivable Transaction Hierarchy 10 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including

More information

Sage Cloud Connector Getting Started Guide. January 2014

Sage Cloud Connector Getting Started Guide. January 2014 Sage Cloud Connector Getting Started Guide January 2014 This is a publication of Sage Software, Inc. Copyright 2014 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and

More information

Basics on Geodatabases

Basics on Geodatabases Basics on Geodatabases 1 GIS Data Management 2 File and Folder System A storage system which uses the default file and folder structure found in operating systems. Uses the non-db formats we mentioned

More information

Oracle Daily Business Intelligence. PDF created with pdffactory trial version www.pdffactory.com

Oracle Daily Business Intelligence. PDF created with pdffactory trial version www.pdffactory.com Oracle Daily Business Intelligence User Reporting Requirements and Daily Business Intelligence Historical Business Analysts (Warehouse,see trends, drill from detailed information to summaries and back

More information

Multiperiod Accounting: A User s Guide

Multiperiod Accounting: A User s Guide Multiperiod Accounting: A User s Guide Session ID #11349 Jeannine Suwalski Biztech About Jeannine Suwalski Functional business consultant 4 years experience using Oracle applications Developed Training

More information

PORTFOLIO ACCOUNTING SYSTEM

PORTFOLIO ACCOUNTING SYSTEM PORTFOLIO ACCOUNTING SYSTEM by Investment Systems Company 37840 Jackson Road Moreland Hills, OH 44022-1912 (440) 247-2865 www.investmentsystems.com Table of Contents Text Overview...1 Base System...2 Optional

More information

Accounts Payable. Reference Guide

Accounts Payable. Reference Guide Accounts Payable Reference Guide Last Updated: January 19, 2009 About this Guide This Guide is for use by SedonaOffice customers only. This guide is not meant to serve as an operating or training manual,

More information

User Guide. Microsoft Dynamics GP 10 Upgrade. Understanding and using new features and functionality within Dynamics GP 10

User Guide. Microsoft Dynamics GP 10 Upgrade. Understanding and using new features and functionality within Dynamics GP 10 User Guide Microsoft Dynamics GP 10 Upgrade Understanding and using new features and functionality within Dynamics GP 10 Version 3.7 (Spring 2009) Microsoft Dynamics GP 10 Upgrade Copyright Copyright 1997-2009

More information

Oracle E-Business Suite R12.1 Accounts Receivables Essentials Partner Boot Camp Training Courseware

Oracle E-Business Suite R12.1 Accounts Receivables Essentials Partner Boot Camp Training Courseware Oracle E-Business Suite R12.1 Accounts Receivables Essentials Partner Boot Camp Training Courseware Safe Harbor Statement The following is intended to outline our general product direction. It is intended

More information

Magento THE ANSWER TO ALL THE WORLD S PROBLEMS

Magento THE ANSWER TO ALL THE WORLD S PROBLEMS Magento THE ANSWER TO ALL THE WORLD S PROBLEMS Brent Peterson WagentoCommerce Antoinette Mkwapatira SCOE Magento THE ANSWER TO ALL THE WORLD S PROBLEMS The Answer to All ONE of the World s Problems MAGENTO

More information

Customer Billing using Oracle Projects with Oracle Receivables

Customer Billing using Oracle Projects with Oracle Receivables Customer Billing using Oracle Projects with Oracle Receivables G. R. Kinra, C.P.A. Electronic Data Systems Corporation Synopsis This paper addresses Customer Billing for contract projects, using Oracle

More information

WHY DO YOU NEED A DATABASE? USE A DATABASE IF USE A SPREADSHEET IF

WHY DO YOU NEED A DATABASE? USE A DATABASE IF USE A SPREADSHEET IF WHY DO YOU NEED A DATABASE? If you find yourself answering yes to at least three of the below questions, you definitely should investigate the use of a database to better organize and report your information.

More information

WorldShip PRE-INSTALLATION INSTRUCTIONS: Step. Window (if available) Upgrade on a Single or Workgroup Workstation

WorldShip PRE-INSTALLATION INSTRUCTIONS: Step. Window (if available) Upgrade on a Single or Workgroup Workstation PRE-INSTALLATION INSTRUCTIONS: This document discusses using the WorldShip DVD to upgrade WorldShip. You can also install WorldShip from the Web. Go to the following Web page and click the appropriate

More information

What is Data Virtualization?

What is Data Virtualization? What is Data Virtualization? Rick F. van der Lans Data virtualization is receiving more and more attention in the IT industry, especially from those interested in data management and business intelligence.

More information

Licensing Windows for VDI Environments

Licensing Windows for VDI Environments Microsoft VDI Suites and Windows VDA Frequently Asked Questions Licensing Windows for VDI Environments How does Microsoft license Windows for virtual environments? Microsoft licenses Windows for virtual

More information

Customer Credit and Accounts Receivable

Customer Credit and Accounts Receivable Customer Credit and Accounts Receivable Gap Analysis: POS identifies the following Best Practices as efficient and effective control processes for the above risk. Listed for comparison are the controls

More information

Version 10 ACCOUNTS RECEIVABLE

Version 10 ACCOUNTS RECEIVABLE Version 10 ACCOUNTS RECEIVABLE Accounts Receivable Manual Version 10 ACCOUNTS PAYABLE ACCOUNTS RECEIVABLE BILLING CONTROL FILES FIXED ASSETS GENERAL LEDGER INVENTORY PAYROLL PERSONNEL ii N/Compass Hotline

More information

Using Pentaho Data Integration (PDI) with Oracle Nabil Juwale Al Lopez. RMOUG Training Days February 11-13, 2013

Using Pentaho Data Integration (PDI) with Oracle Nabil Juwale Al Lopez. RMOUG Training Days February 11-13, 2013 Using Pentaho Data Integration (PDI) with Oracle Nabil Juwale Al Lopez RMOUG Training Days February 11-13, 2013 About DBAK Oracle Database, Technology and E-Business Suite applications Co-founded in 2005

More information

David M. Kroenke and David J. Auer Database Processing 11 th Edition Fundamentals, Design, and Implementation. Chapter Objectives

David M. Kroenke and David J. Auer Database Processing 11 th Edition Fundamentals, Design, and Implementation. Chapter Objectives David M. Kroenke and David J. Auer Database Processing 11 th Edition Fundamentals, Design, and Implementation Chapter One: Introduction 1-1 Chapter Objectives To understand the nature and characteristics

More information

Sage 300 ERP 2014. Sage CRM 7.2 Integration Upgrade Guide

Sage 300 ERP 2014. Sage CRM 7.2 Integration Upgrade Guide Sage 300 ERP 2014 Sage CRM 7.2 Integration Upgrade Guide This is a publication of Sage Software, Inc. Version 2014 Copyright 2013. Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the

More information

What s New in Sage 500 ERP 2014 The Road Ahead LOCATION DATE PRESENTER

What s New in Sage 500 ERP 2014 The Road Ahead LOCATION DATE PRESENTER What s New in Sage 500 ERP 2014 The Road Ahead LOCATION DATE PRESENTER Our Vision: To be recognized as the most valuable supporter of small and medium sized companies by creating greater freedom for them

More information

Skelta. Accounts Payable Solution. Business Process Management for All POWERED BY SKELTA BPM. www.skelta.com

Skelta. Accounts Payable Solution. Business Process Management for All POWERED BY SKELTA BPM. www.skelta.com Skelta Accounts Payable Solution POWERED BY SKELTA BPM Business Process Management for All www.skelta.com Overview Skelta Accounts Payable Solution is a completely web-based vendor invoice processing solution

More information

What s New in Microsoft Dynamics GP 2015 R2. Microsoft Dynamics GP June 2015

What s New in Microsoft Dynamics GP 2015 R2. Microsoft Dynamics GP June 2015 Microsoft Dynamics GP June 2015 What s New in Microsoft Dynamics GP 2015 R2 This document describes enhancments add for the Microsoft Dynamics 2015 R2 release, including where needed, step-by-step instructions

More information

CREATING NON-PO BASED INVOICES IN AGGIEBUY. Click on the Settlement tab in the menu bar to get to the invoice entry screen.

CREATING NON-PO BASED INVOICES IN AGGIEBUY. Click on the Settlement tab in the menu bar to get to the invoice entry screen. CREATING NON-PO BASED INVOICES IN AGGIEBUY Click on the Settlement tab in the menu bar to get to the invoice entry screen. 1 Invoice Creation: This is where invoices will begin to be entered. For non-po

More information

Oracle Database Security and Audit

Oracle Database Security and Audit Copyright 2014, Oracle Database Security and Beyond Checklists Learning objectives Understand data flow through an Oracle database instance Copyright 2014, Why is data flow important? Data is not static

More information

Achieve More from your ERP using QlikView Business Intelligence

Achieve More from your ERP using QlikView Business Intelligence Achieve More from your ERP using QlikView Business Intelligence White Paper April 2014 Introduction With more and more organizations realizing the need for Business Intelligence applications to help the

More information

5.5 Copyright 2011 Pearson Education, Inc. publishing as Prentice Hall. Figure 5-2

5.5 Copyright 2011 Pearson Education, Inc. publishing as Prentice Hall. Figure 5-2 Class Announcements TIM 50 - Business Information Systems Lecture 15 Database Assignment 2 posted Due Tuesday 5/26 UC Santa Cruz May 19, 2015 Database: Collection of related files containing records on

More information

Outstanding Functionality, Flexible Configuration and Fast Implementation

Outstanding Functionality, Flexible Configuration and Fast Implementation OneOffice Enterprise Resource Planning (ERP) OneOffice ERP supports all the back office activities in your business right through to financial accounting and control. It operates across multiple companies,

More information

Sage 300 ERP 2012. S a g e CRM 7.1 Integration Upgrade Guide

Sage 300 ERP 2012. S a g e CRM 7.1 Integration Upgrade Guide Sage 300 ERP 2012 S a g e CRM 7.1 Integration Upgrade Guide This is a publication of Sage Software, Inc. Version 2012 Copyright 2012. Sage Software, Inc. All rights reserved. Sage, the Sage logos, and

More information

VITAL SIGNS Quick Start Guide

VITAL SIGNS Quick Start Guide VITAL SIGNS Quick Start Guide Rev 2.6.0 Introduction 2 VITAL SIGNS FROM SAVISION / QUICK START GUIDE 2014 Savision B.V. savision.com All rights reserved. This manual, as well as the software described

More information

One View Report Samples Financials

One View Report Samples Financials One View Report Samples Financials Introduction... 1 Application: One View Customer Ledger Inquiry Accounts Receivable P03B2022... 2 Report: Open Invoices... 2 Report: Customer Balance... 4 Report: Open

More information

Formula*ng a Recipe for Analy*c Success. Elaine McKechnie Head of Group MIS April 2015

Formula*ng a Recipe for Analy*c Success. Elaine McKechnie Head of Group MIS April 2015 Formula*ng a Recipe for Analy*c Success Elaine McKechnie Head of Group MIS April 2015 1 THE BAXTERS EXPERIENCE 2 The company Baxters Food Group is a 4th genera*on family owned business, established in

More information

SyteLine 9. Kathryn MacDonald, Senior Business Consultant

SyteLine 9. Kathryn MacDonald, Senior Business Consultant SyteLine 9 Kathryn MacDonald, Senior Business Consultant 1 Disclaimer This presentation reflects the direction Infor may take with regard to the products or services described herein, all of which is subject

More information

Return on Investment (ROI) Explained

Return on Investment (ROI) Explained Return on Investment (ROI) Explained Introduction Long-term investment projects by an organisation may be assessed by calculation of its estimated account rate of return (ARR) and, comparing it with a

More information

SQL Server 2012 Licensing Datasheet

SQL Server 2012 Licensing Datasheet SQL Server 2012 Licensing Datasheet Published: November 3, 2011 Copyright This document was developed prior to the product s release to manufacturing, and as such, we cannot guarantee that all details

More information

Payments Overview PayPal

Payments Overview PayPal PayPal PayPal Only Enabled PayPal Only Campaign Fiscal Sponsor (Partner receives campaign funds through their PayPal account) Payment Type Fractured Atlas only: credit card only Currency USD, CAD, EUR,

More information

Oracle Apps Online Course - Smart Mind Online Training, Hyderabad. Oracle Apps Functional Online Training Course Content

Oracle Apps Online Course - Smart Mind Online Training, Hyderabad. Oracle Apps Functional Online Training Course Content Oracle Apps Functional Online Training Course Content Faculty: Real time and certified (Includes theoretical as well as practical sessions) R12 Summary Course Content Payables (AP) Receivables (AR) General

More information

SQL Server 2012 Licensing Datasheet

SQL Server 2012 Licensing Datasheet SQL Server 2012 Licensing Datasheet Published: November 3, 2011 Product Overview SQL Server 2012 is a significant product release, providing Mission Critical Confidence with greater uptime, blazing-fast

More information

EXAM - A00-270. SAS Certified BI Content Developer for SAS 9. Buy Full Product. http://www.examskey.com/a00-270.html

EXAM - A00-270. SAS Certified BI Content Developer for SAS 9. Buy Full Product. http://www.examskey.com/a00-270.html SAS-Institute EXAM - A00-270 SAS Certified BI Content Developer for SAS 9 Buy Full Product http://www.examskey.com/a00-270.html Examskey SAS-Institute A00-270 exam demo product is here for you to test

More information

Oracle Apps SCM Online Training (One to One Personal Online Training)

Oracle Apps SCM Online Training (One to One Personal Online Training) Oracle Apps SCM Online Training (One to One Personal Online Training) Duration : 25 Sessions, Fee : 30,000 INR For Course Fee, Demo and Time Slots, Contact at [email protected] [email protected]

More information

ORACLE SUPPLY CHAIN AND ORDER MANAGEMENT ANALYTICS

ORACLE SUPPLY CHAIN AND ORDER MANAGEMENT ANALYTICS ORACLE SUPPLY CHAIN AND ORDER MANAGEMENT ANALYTICS KEY FEATURES & BENEFITS FOR BUSINESS USERS Provide actionable information to conduct intelligent analysis of orders related to regions, products, periods

More information

JD Edwards Upgrade RFI Vendor Questions and Responses

JD Edwards Upgrade RFI Vendor Questions and Responses JD Edwards Upgrade RFI Vendor Questions and Responses Please find below a consolidated list of vendor questions and LASERS response. 1. What is the current Internal Payroll process (number & frequency

More information

Visualizing PI System Data with Dashboards and Reports

Visualizing PI System Data with Dashboards and Reports Visualizing PI System Data with Dashboards and Reports Presented by Brandon Perry OSIsoft Experience COLLECT HISTORIZE FIND ANALYZE DELIVER VISUALIZE What s New with Visualization in PI System 2010? Excel

More information

The IBM Cognos Platform for Enterprise Business Intelligence

The IBM Cognos Platform for Enterprise Business Intelligence The IBM Cognos Platform for Enterprise Business Intelligence Highlights Optimize performance with in-memory processing and architecture enhancements Maximize the benefits of deploying business analytics

More information

Leveraging BPM Workflows for Accounts Payable Processing BRAD BUKACEK - TEAM LEAD FISHBOWL SOLUTIONS, INC.

Leveraging BPM Workflows for Accounts Payable Processing BRAD BUKACEK - TEAM LEAD FISHBOWL SOLUTIONS, INC. Leveraging BPM Workflows for Accounts Payable Processing BRAD BUKACEK - TEAM LEAD FISHBOWL SOLUTIONS, INC. i Fishbowl Solutions Notice The information contained in this document represents the current

More information