ipm solution components

ORACLE CONTENT MANAGEMENT FOR ORACLE E-BUSINESS SUITE FINANCIALS

ORACLE CONTENT MANAGEMENT FOR ORACLE E-BUSINESS SUITE FINANCIALS Accelerate your financial operations into overdrive.

KEY BENEFITS • Decrease storage,

transportation and labor costs by getting rid of paper with integrated document capture and imaging

• Streamline procure-to-pay operations and maximize early payment discounts by dramatically decreasing the time it takes for data entry, exception handling and approvals

• Improve process visibility with real-time monitoring of key performance metrics and insight into process bottlenecks

• Strengthen financial controls with complete content lifecycle management for financial documents, including retention and records management

Financial processes are often distributed in nature, require many approvals, and generate huge volumes of documents that are difficult to effectively manage. As organizations seek to reduce costs and improve efficiency, paper-intensive processes such as accounts payable and expense management are ideal places to start. Oracle Content Management offers a productized integration with Oracle Financials to optimize process automation, by coupling document capture and imaging technology with advanced workflow and process monitoring. As a result, financial departments are able to dramatically decrease costs and cycle times, while increasing process visibility and compliance-readiness.

Money doesn’t grow on trees – the impact of paper on financial management As an organization that has already deployed Oracle Financials, you understand the benefits that can be achieved by automating key aspects of procure-to-pay operations, from controlling cash flow to minimizing overpayments. However, complete process optimization cannot be achieved as long as paper remains a part of the picture, and the continued reliance on paper can adversely impact your bottom line in a number of ways:

• Storage and transportation costs: How many filing cabinets or rooms are filled with archived invoices, POs and expense reports, taking up valuable real estate that could be used for more productive purposes? And how much money is spent for inter-office mail to send documents from a regional office to a central location, or even between people in the same building?

• Departmental productivity: How long does it take to process a single paper invoice or expense report as it makes its way along the approval chain? And when an error occurs such as incorrectly entered data into the financials system or a missing purchase order number, how many days does it then take to get documents back in-hand for correction, putting your ability to maximize vendor discounts at risk?

• Compliance and audits: How easy is it to search for and locate archived invoices or expense reports once they have been filed away if your department is subject to a corporate audit? And how well are you able to exercise control over your financial documents, ensuring that they are being retained for the required period of time before they can be destroyed?

Oracle Content Management solves these issues by completing Oracle Financials automation, removing paper from the picture through the electronic capture of documents, which are converted into images and attached to workflows be efficiently managed throughout their lifecycle. In effect, financial departments are able to increase the speed of operations by working smarter – relying on capture, imaging and workflow to automate some of the most time consuming and mundane tasks of procure-to-pay operations.

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COMPONENTS

• Oracle E-Business Suite • Oracle Imaging and Process

Management 10gR3:

- Includes Oracle Business Process Management Suite (restricted use license)

• E-Business Suite Adapter for Oracle Enterprise Content Management

• Oracle Document Capture

• Oracle Forms Recognition

ORACLE E-BUSINESS SUITE CERTIFIED VERSIONS • E-Business Suite 11.5.10 • E-Business Suite 12.1

RELATED TECHNOLOGIES

• Oracle Universal Records Management

• Oracle iProcurement

• Oracle iSupplier Portal

End-to-end procure-to-pay automation – from receipt to payment Only Oracle is able to offer E-Business Suite customers an end-to-end solution, where your financials system, content management and workflow are all integrated out-of-the-box, from one vendor. This means not only that you benefit from a solution where all pieces have been designed to work together, but it is also a completely flexible solution, easily configurable to meet the needs of each customer – because no two procure-to-pay processes are exactly alike.

Integrated, flexible document capture meets all levels of automation

When it comes to scanning and indexing documents such as invoices that need to be managed through financial operations, a one size fits all approach doesn’t work given the wide variety of sizes, geographical reach and processing volume

of today’s organizations. That’s why Oracle Content Management offers integrations with capture services that let you choose what level of automation you want to achieve, and how you want to implement it. You can scan all invoices at a central location, and route them by region or priority to financial clerks for processing. Or, use distributed capture for remote offices to scan their invoices via the Web to save processing time and shipping costs. Whichever capture approach is best for you, Oracle Content Management can support it.

Forms recognition speeds processing and decreases errors by minimizing human touch

For the highest level of capture automation, Oracle Content Management offers cutting-edge intelligent document recognition (IDR) technology to automatically extract required data from captured invoices, thereby eliminating manual data

entry. Unlike other template-driven IDR solutions, Oracle Content Management is a truly intelligent system that is pre-configured to process any kind of invoice. Oracle Content Management’s recognition automatically captures information by intelligently locating the data within the document wherever it is, and whether or not the system has processed invoices from that vendor before. The system is able to extract line item detail from an invoice, and even better, do line item pairing to match specific items to those on a corresponding PO. The result is a consistently high accuracy rate of data extraction that dramatically decreases the need for human intervention to correct errors and resolve exceptions.

Complete document lifecycle management– from capture through destruction

Once invoices, purchase orders, expense receipts or other documents are captured and archived into Oracle Content Management, the system takes over to manage the imaged content throughout its lifecycle. As an enterprise-class content

management repository, Oracle Content Management is able to hold billons of imaged documents, so no matter what your processing volume is, or how many Oracle Financials modules you image-enable, Oracle Content Management can scale to meet those needs. It also helps you to meet your corporate retention and security requirements, with the ability to attach policies to imaged invoices and receipts that dictate how long they should be kept for and who has access to view them until they can be destroyed. Additionally, for those companies who have to implement policies to meet regulatory requirements for financial documents, Oracle Content Management features a records management plug-in to enable you to do so.

SPECIFICATIONS

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For more information about Oracle Content Management’s integration with Oracle Financials, please visit:

www.oracle.com/goto/ipm

Faster data entry and searches with direct access to documents from E-Business Suite

Make better use of your departmental resources by greatly reducing the time they spend on tasks like data entry and searches, so that they can add more value to your bottom line. Oracle Content Management exposes imaged

invoices, POs and such as standard E-Business Suite attachments, leveraging existing hot keys and menus to maintain a familiar user experience, while enhancing it with the ability to quickly call up imaged documents to speed up heads-down functions like key-from-image. The Oracle Content Management viewer provides image annotation and mark-up functionality that map to E-Business Suite security settings and roles, to ensure that items such as redactions are only viewable by the appropriate parties. Additionally, Oracle Content Management provides the ability to retrieve supporting documents by executing searches against index data allowing documents to be easily accessed from multiple business records, such as a vendor contract related to an invoice. All data entry and searching is done via the E-Business Suite screens, enabling the user to leverage business rules and validations provided by E-Business Suite, while the final validated data can be pushed into Oracle Content Management eliminating manual indexing.

Shorter cycle times with exception handling workflows and real-time process visibility

Oracle Content Management offers powerful workflows that augment– but do not duplicate native E-Business Suite functionality, by automating processes such as routing invoices to AP processors for data entry and exception handling. Oracle Content Management’s exception handling workflows help to

save valuable cycle time in instances where an out-of-process invoice needs to be managed, and these workflows are fully customizable to map to an organization’s specific processes. Real-time business monitoring capabilities are provided by way of customizable dashboard views, offering visibility into in-flight processes that enable workloads to be monitored and process bottlenecks to be identified, thereby facilitating continuous process improvement.

One-click approvals from within and outside E-Business Suite

Once an invoice or expense report is ready to be approved, Oracle Content Management provides fast and easy access to imaged documents for review to users both within and outside the system. A simple URL is embedded in approval email notification that is sent from E-Business Suite to allow one-

click access an image for review, where they can approve, reject or request more information about a document. With its ability to provide seamless access to all users involved in the approval chain, Oracle Content Management cuts down the time it takes before invoices, expense reports, or other procure-to-pay items are ready for payment.

Realize the full benefits of complete financial process automation Oracle is uniquely positioned to provide E-Business Suite customers with an end-to-end business process automation solution, of which Oracle Content Management provides the key components of imaging and workflow to augment the native automation already provided in E-Business Suite. Customers have the flexibility to further automate their systems using technologies such as Oracle iProcurement and Oracle iSupplier Portal to achieve complete business process optimization – all on one unified platform, with the simplicity of a single vendor solution by Oracle. Copyright 2009, Oracle. All Rights Reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor is it subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

FOR MORE INFORMATION

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http://www.oracle.com/applications/feature-oracle-imaging-and-process-management.html

ORACLE DATA SHEET

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ORACLE IMAGING AND PROCESS MANAGEMENT

KEY FEATURES AND BENEFITS

KEY FEATURES

• Applies metadata, security, and version control to images

• Annotate and mark up images • Automates routing and

approvals • Applies record and retention

management capabilities • Integrates with leading

document scanning and capture solutions

• E-forms for data gathering and verifications

• Physical records management • Load balancing, parallel

processing, and priority distribution rules

• Certified integrations with ERP and LOB applications

• Supports high-volume applications for billions of items

KEY BENEFITS

• Decreases business transaction cycle times for back-office operations

• Eliminates double data entry • Allows internal customers to

check transaction status on their own

• Eliminates process bottlenecks

• Minimizes document error and loss

• Eliminates mailed and faxed documents

• Reduces physical storage space costs

• Finds and retrieves images directly from ERP, CRM, and HR management systems

• Enhances customer and vendor satisfaction

As companies look for ways to drive down costs and gain competitive advantage, they are more focused on improving efficiency than ever before. As a result, back-office operations have assumed strategic importance. Oracle Imaging and Process Management provides organizations with a scalable solution focused on process-oriented imaging applications and image-enabling enterprise applications. Now, businesses can do more with less—decreasing business transaction cycle times while getting more out of existing systems and current employees.

“Image Enable” Your Existing ERP, HR and Line-of-Business Systems Many organizations spend enormous amounts of money on and dedicate thousands of employee hours to implementing critical business applications, including sophisticated ERP, HR and line-of-business (LOB) systems. Despite these massive investments, the promise of these applications is often not realized due to bottlenecks that continue to exist in the way people actually use the systems. You can gain a great deal of efficiency by providing your employees with the ability to quickly find and retrieve all types of information directly from the applications.

Oracle Imaging and Process Management, formerly Stellent Imaging and Business Process Management, enables organizations to quickly integrate their content and processes directly with leading enterprise applications, including Oracle E-Business Suite, Oracle’s PeopleSoft Enterprise, Oracle’s JD Edwards EnterpriseOne and Oracle’s JD Edwards World, Microsoft Business Solutions, SAP, Lawson, and Baan. This allows you to proactively and automatically deliver critical invoices, checks, faxes, applications, resumes, expense forms, and reports where and when they are needed. Additionally, users will benefit from having a single source for all transaction-based content, eliminating the need for double entry.

Minimize the Risk of Document Error or Loss How do organizations ensure effective management of digital and paper-based documents and eliminate the potential for damage? Oracle Imaging and Process Management provides complete imaging management—from creating to archiving. The system applies metadata and indexes information for search, so it is available to relevant users inside and outside the organization. To support business transaction needs, Oracle Imaging and Process Management manages scanned documents, faxes, e-mail, HTML, XML, electronic forms, Microsoft Office documents, computer output to laser disk, and enterprise report management data and reports, from a single user interface. The end result: document volumes are more predictable

ORACLE DATA SHEET

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since they are managed in one system instead of being mailed or faxed. Also, security and version control ensure the right users can edit or access content.

Gain Control of Paper-Based Documents By turning paper-based documents and reports into digital images, you can reduce physical storage and free up valuable office space. Oracle Imaging and Process Management offers tight integrations with leading document capture providers, allowing organizations to quickly scan, index, and capture paper-based documents. By teaming document, data, and internet-based capture software with resources such as high-speed scanners, network scanners, and the internet, Oracle Imaging and Process Management makes it easy for you to manage and control paper documents.

Decrease Transaction Cycle Time Oracle Imaging and Process Management connects users and all enterprise systems to efficiently manage an organization’s entire business process around content.

Oracle Imaging and Process Management combines robust workflow functionality with simple, graphical implementation techniques that allow the solution to be customized to fit any processing environment, without requiring additional development. By automating the routing and management of transaction information, such as purchase orders, claims, invoices, and applications, you can expand the corporate environment to virtually anyone and anywhere, thereby streamlining work steps and improving communication among all users.

With Oracle Imaging and Process Management, you can send documents, such as invoices, directly to managers for approval and have out-of-the-office managers approve documents remotely through e-mail. This eliminates bottlenecks through reallocation of work and drastically minimizes your transaction cycle time.

Improve Employee Productivity and Customer Satisfaction With Oracle Imaging and Process Management, you will be able to spend less time searching, retrieving, and processing documents. Additionally, internal customers can check transaction status on their own to avoid customer service interruptions. Oracle Imaging and Process Management allows you to increase the effectiveness of strategic infrastructure investments while reducing costs, improving process efficiency and productivity, and enhancing customer and vendor satisfaction.

Contact Us For more information on Oracle Imaging and Process Management, call +1.800.ORACLE1 to speak to an Oracle representative or visit oracle.com/products/middleware. Copyright 2007, Oracle. All Rights Reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor is it subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

KEY APPLICATIONS

Oracle Imaging and Process Management allows users to access and control critical transaction information in a variety of applications, including • Accounts payable and

receivables automation • Travel and entertainment

expense processing • E-government initiatives

(tax, medical forms) • Records processing

(student, patient, tax, and medical records)

• Contract management • Purchasing • Loan and mortgage

processing • Claims and application

processing • Human resources and

application processing

AUTOMATE PROCESS-ORIENTED IMAGING APPLICATIONS

ORACLE DATA SHEET

ORACLE DOCUMENT CAPTURE

KEY FEATURES

IMAGE ENABLE KEY

BUSINESS PROCESSES TO

IMPROVE PRODUCTIVITY

AND INCREASE

INFORMATION AND

KNOWLEDGE RETENTION

• Unlimited document scanning—no volume restrictions

• Key-from-image automation • Barcode and optical character

recognition • Electronic document importing

and conversion • Efficient and reliable archiving

CAPTURE AND PROCESS

FILES FROM VIRTUALLY ANY

APPLICATION, INCLUDING

• Accounts payable invoices • Insurance claim documents • Bills of lading • Expense reports • Mortgage applications • Human resources forms • Standardized forms

Organizations lose vast amounts of time and knowledge every day. Employees store files on their laptops, keep paper-based copies of critical information, and fail to document and save critical meeting minutes and other verbal communications. These actions all lead to inefficient processes, inaccurate data, and missing information that costs money—a lot of money. Oracle Document Capture enables organizations to effectively capture, intelligently index, and efficiently archive mission-critical business content.

Harness the Value of Your Corporate Knowledge and Information With Oracle Document Capture, you can electronically process important information locked in paper documents. This can help you improve employee productivity and collaboration, reduce transaction times, and increase document security. For both paper-based and electronic document capture, this fully integrated solution automates back-office business processes and complements existing applications.

Production-Level Scanning Oracle Document Capture provides unlimited scanning without any volume restrictions. The application supports ISIS and Kofax Adrenaline/VirtualReScan, the two leading high-volume document scanning interfaces.

• ISIS support—ISIS provides a standard interface for document scanners along with a variety of image-processing features. ISIS has become the de facto standard within the document-imaging industry, and most document scanner manufacturers provide ISIS drivers with their scanners.

• Kofax Adrenaline/ VirtualReScan support—Oracle Document Capture leverages the power of Kofax’s Adrenaline scanning platform. Installed as a Microsoft Windows driver and fully configurable through the Windows control panel, this platform provides sophisticated, flexible support for Kofax accelerator cards and ISIS environments. Through VirtualReScan technology the software delivers advanced image-processing features and automatically checks for adjustment, contrast, and image clarity at scan time.

Quality Control Oracle Document Capture provides image thumbnail support during batch review. Thumbnails make it easy for the scan operator to quickly review the quality of all images within a batch. Scan operators can append, insert, replace, and delete pages within a batch using drag-and-drop functionality.

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ORACLE DATA SHEET

Production-Level Indexing Oracle Document Capture streamlines the key-from-image process through a user interface designed for rapid data entry and integration with business applications.

Database Linking Indexing operators can reduce data entry errors by linking to external databases to retrieve information. For example, an indexing operator can search a corporate database by customer name to retrieve and autopopulate an account number field.

Robust Pick-List Support Administrators can define their own pick-list values or link a pick-list to a corporate database. Using a database-linked pick-list provides real-time data access and minimizes administrator maintenance. For example, a customer name pick-list can automatically retrieve all customer names from an accounting database.

Recognition Technologies Recognition technologies streamline the key-from-image process. Specifically, barcode and patch code values can be assigned to index fields and used to separate multipage documents within a batch. Using optical character recognition (OCR) the application automatically populates document data into index fields.

Multiple Implementation Scenarios The application architecture supports a number of implementation scenarios.

• Production document capture—multiple indexing workstations enable the use of one or more high-speed document scanners

• Document exception indexing—any images that fail recognition get routed for manual indexing

• Centralized indexing with distributed capture—scan documents at remote sites while indexing at one central location

• Quality assurance workstation—verify indexing results from barcode or OCR workstations, Oracle Document Capture clients, and other workstations

• Scan centrally, index remotely—production-level document indexing from remote locations is supported in a terminal or Citrix server environment

Automated Document Indexing Oracle Document Capture automates the most expensive, time-consuming step in the document management process—indexing. To enable automation, document barcodes are automatically recognized and applied to associated index fields.

Multiple Barcode Symbology Support The application supports 2-D barcodes and many popular 1-D barcodes. Barcodes can be read and indexed in any orientation, even skewed and upside-down.

Database Driven Indexing Barcodes containing unique values—such as a voucher numbers, transaction numbers, and policy numbers—can be used to retrieve corresponding index data, such as a vendor or customer name, from corporate databases.

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ORACLE DATA SHEET

3

Comprehensive Document Importing Oracle Document Capture lets you easily import images and other electronic documents for indexing and archival into your content management system. The software works with multifunction devices, e-mail, fax and FTP servers, microfiche-to-image conversions, and images captured using third-party software.

Electronic Document Conversion With Oracle Document Capture you can import and convert electronic documents into a standard image format. This ensures that you can view documents in the future regardless of the version or existence of the source application.

E-Mail Importing Import e-mail text and attachments using popular standards. Oracle Document Capture converts nonimage documents into an image format and maps e-mail fields such as To, From, and Subject directly to document index fields.

Job Scheduling A built-in scheduler allows administrators to independently configure batch import jobs defined for specific import applications. Importing can take place from local or network folders, e-mail accounts, list files, fax servers, and custom import providers.

Efficient and Reliable Archiving Archiving documents in your content management system is the final step in the capture process—the application architecture is optimized for archival efficiency.

Eliminate Performance Bottleneck Oracle Document Capture reduces the time required to commit your documents by offloading the document commit process from the index workstation.

Control Network Impact Oracle Document Capture lets you schedule when you want the document commit process to take place, helping your organization control network traffic and improve system performance. Users can take advantage of the built-in scheduling capabilities to control when documents are archived into the content management system.

Centralized Administration The application is highly configurable, enabling you to invoke the features necessary for your organization, including: prioritized committing, detailed commit logging, e-mail notifications, event logging, batch retry adjustments, and old log file deletion.

Contact Us For more information about Oracle Document Capture, please visit oracle.com or call +1.800.ORACLE1 to speak to an Oracle representative. Copyright © 2008, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor is it subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. 0408

KEY BENEFITS

PROTECT CORPORATE

ASSETS THROUGH A

ROBUST, IMAGE-BASED

DOCUMENT CAPTURE

STRATEGY

• Reduce cost associated with paper-based processes

• Improve document accessibility

• Reduce physical document storage costs

• Increase document control and security

• Accelerate back-office business processes and line of business applications

RELATED PRODUCTS

AND SERVICES

Integrate Oracle Document Capture with your existing enterprise resource planning or other line-of-business systems to provide an integrated and streamlined document capture process. Oracle Document Capture also integrates with Oracle Imaging and Process Management and Oracle Universal Content Management, and virtually any content management system.

Oracle Document Capture complements the following hardware devices: • High-, medium-, and low-

speed document scanners • Multifunction devices • Fax servers • E-mail servers

E-BUSINESS SUITE ADAPTER FOR ORACLE CONTENT MANAGEMENT: IMAGING


KEY FEATURES & BENEFITS • Enterprise-wide imaging

platform that content-enables Oracle E-Business Suite, third party or custom applications on a unified repository with shared services management.

• Seamlessly integrated user experience that streamlines business operations, exposing imaged documents from within the context of familiar Oracle E-Business Suite interfaces, and provides imaging access to users outside the system..

• Single vendor simplicity, with an end-to-end solution for capture, imaging and workflow on the same infrastructure as Oracle E-Business Suite.

• High ROI solution, with a SOA-based integration that enables flexible deployment architectures, minimizes customization costs, and provides long-term value as the default imaging capability for future releases of Oracle Applications.

The E-Business Suite Adapter for Oracle Content Management’s imaging solution automates paper-intensive processes by coupling document capture and imaging technology with workflow, to enable organizations running E-Business Suite to streamline high volume, document-intensive processes like invoice processing or employee on-boarding. The Adapter delivers a seamlessly integrated user experience to E-Business Suite, via a loosely-coupled, service oriented architecture that brings imaging capabilities to any forms-based application module, and can also be extended for use by those outside of the E-Business Suite environment to achieve greater efficiencies.

Seamlessly Integrated Imaging Functionality Across the Enterprise The E-Business Suite Adapter for Oracle Content Management delivers an advanced imaging and workflow solution, with a core set of features that help manage large volumes of content and streamline operations across all functions that support critical business processes – back office clerks, departmental managers, business users and IT administrators.

For the back office clerk, the imaging solution streamlines common operations like data entry by exposing imaging and workflow capabilities from within Oracle E-Business Suite interfaces. Imaged documents are exposed using familiar menus and hotkeys, and data entry is done via Oracle E-Business Suite screens. This allows the user to leverage business rules and validations provided by Oracle E-Business Suite, while the final validated data can be pushed into the imaging system eliminating the manual indexing of images. Additionally, the solution provides the ability to retrieve supporting documents by executing searches against index data allowing documents to be easily accessed from multiple business records e.g. a vendor contract that may need to be referred to while reviewing any invoice from that vendor.

For the departmental manager, the imaging solution cuts down on departmental processing time by leveraging the powerful Oracle BPEL Process Manager workflow engine for areas of process automation that are not natively handled by ERP systems, such as exception handling. The workflow integration is designed to complement and take advantage of validation and approval rules that customers may have already configured in Oracle E-Business Suite, building out workflows to provide a complete solution to support process such as Accounts Payable or Expense Management. Real-time business intelligence capabilities are provided by Oracle Business Activity Monitoring, offering visibility into in-flight processes at the individual and aggregate level which enables workload to be monitored and process bottlenecks to be identified enabling continuous process improvement.

For the business user, the imaging solution provides access to those users who are outside the E-Business Suite environment, exposing imaged documents as standard URLs in email notifications, for easy review and approval.

For the IT administrator, the imaging solution offers a flexible, enterprise-wide solution that

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COMPONENTS

• Oracle E-Business Suite • Oracle Imaging and Process

Management 10gR3:

- Includes Oracle Business Process Management Suite (restricted use license)

• Oracle E-Business Suite Adapter for Oracle Content Management

ORACLE E-BUSINESS SUITE CERTIFIED VERSIONS • E-Business Suite 11.5.10 • E-Business Suite 12.1

RELATED TECHNOLOGIES

• Oracle Document Capture

• Oracle Forms Recognition

• Oracle Universal Records Management

• Oracle iProcurement

• Oracle iSupplier Portal

FOR MORE INFORMATION

Visit the Oracle Technology Network:

www.oracle.com/technology/products/content-management/ipm/index.html

enables them to meet the functional requirements of financial management automation as well as other departments who require imaging and workflow functionality, without having to sacrifice the integrity of their applications infrastructure or increase IT expenses in order to do so. As a loosely-coupled, service oriented architecture-based integration, E-Business Suite Adapter for Oracle Content Management requires minimal hooks to integrate with Oracle E-Business Suite, ensuring that ongoing maintenance and future system upgrades will not require high services costs or jeopardize the ability to upgrade one system without impacting the other.

The Benefits of Oracle Content Management’s Integration Approach The E-Business Suite Adapter for Oracle Content Management’s imaging solution includes the following components:

• Oracle Imaging and Process Management (Oracle I/PM): Oracle I/PM acts as the storage and retrieval system for imaged documents. It provides a highly scalable and secure content repository, with built in lifecycle management that effectively handles documents throughout the various stages of business operations until they need to be archived for safekeeping. Oracle I/PM includes a restricted use license of Oracle Business Process Management Suite, enabling it to leverage the Oracle BPEL Process Manager for workflow. Oracle I/PM also includes the viewer component, to expose images, and provides the annotation and redaction capabilities.

• E-Business Suite Adapter for Oracle Content Management – Imaging Solution: The adapter is an out-of the box integration that manages the list of configured integrations and their association with the solution templates. This allows the additional commands which are made available to E-Business Suite users and what happens when a command is invoked from the E-Business Suite screen to be configurable via Oracle I/PM tools and not hard-coded in the Oracle E-Business Suite integration. The E-Business Suite Adapter for Oracle Content Management is built using a standardized application extension framework, to ensure consistency for all integrations, across E-Business Suite modules and other applications.

• UI extensions: Configurable E-Business Suite user interface extensions via the custom.pll customization mechanism for accessing workflow tasks (e.g. data entry, approvals, invoice review) and documents associated with business records.

• Solution templates: Best practice templates for automating invoice and receipt processing comprising BPEL-based workflows with associated approval rules, data entry forms and reports.

SPECIFICATIONS

Oracle I/PM Integration with Oracle E-Business Suite

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http://www.oracle.com/technology/products/content-management/ipm/index.html




The E-Business Suite Adapter for Oracle I/PM’s integration approach allows Oracle I/PM to be maintained separately from your Oracle E-Business Suite environment, while providing end users access to documents and workflow tasks in the context of their application environment. A simple example of the functionality that the adapter component provides to E-Business Suite users is accessing images.

Document Access With Oracle I/PM and Oracle E-Business Suite Payables Accounts payable clerks often have to search for invoices submitted by a particular vendor – the clerk enters the vendor information into the Oracle E-Business Suite Payables Invoice Workbench and executes the search.

The scanned invoice is accessible via the standard E-Business Suite paperclip attachment mechanism. Additionally this screen has been configured (via the E-Business Suite Adapter) to add a ‘Search Vendor Documents’ menu. Organizations can also secure the integrations – exposing different menus to different E-Business Suite responsibilities.

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Clicking on the menu item executes a search in Oracle I/PM passing the supplier number of the selected invoice as the parameter to the search. The search returns all the correspondence, such as contracts or W9s, or invoice images that have been received from this supplier. The documents are opened in the Oracle I/PM viewer allowing the user to annotate the document if necessary e.g. to post a note about an incorrect address.

The search that is executed as well as the mapping between the record information that is being displayed and the search parameters in Oracle I/PM is configured via the E-Business Suite Adapter for Oracle Content Management. This approach allows additional searches to be made available e.g. during invoice data entry the organization may also want to be able to search for all invoice images from a vendor that have the same invoice number to validate whether a new invoice is a duplicate or a re-submission.

Maximize Your IT Investment by Image-enabling the Enterprise With the E-Business Adapter for Oracle Content Management’s imaging solution, accounts payable automation is just the beginning. As an enterprise imaging platform, you can expand services to other Oracle Financials applications or even to other E-Business Suite modules, from Human Resources to Order Management – without the complexity of administering multiple imaging systems, or incurring additional licensing costs. Oracle Content Management is the planned default imaging repository for Oracle Fusion Applications, so you can rest easy that you’ve made a sound long-term investment that will provide ongoing high return – image-enable applications across the enterprise, built on open integrations, with the simplicity of a single vendor solution only from Oracle.

Copyright 2009, Oracle. All Rights Reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor is it subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

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