mscoa ethekwini case study - national treasury
TRANSCRIPT
![Page 1: mSCOA eThekwini Case Study - National Treasury](https://reader030.vdocuments.us/reader030/viewer/2022012716/61aeaad72ab958200c47f7f9/html5/thumbnails/1.jpg)
mSCOA – eThekwini Case Study
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Background
Understanding requirements
Technical Solution
Proof of Concept
What we Achieved
Oracle commitment
Agenda
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Engagement with eThekwini
o Scope of upgrade project
o mSCOA impact on Project
o Governance & Controls
o Planning impact
Team approach between Oracle, eThekwini & EOH
in solution design
Background
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Business requirement, was to understand:
o Difference between SCOA and Standard Chart of
Accounts
o Followed by a detailed understanding of mSCOA and
National Treasury requirements
o The mSCOA terminology
• Long code
• Short code
• GUID code
o The 7 Segments-
• Function / Municipal classification, Item, Fund, Project,
Costing, Region,
– And the meaning and how to apply them
Understanding mSCOA
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Collectively the team:
o Understood
• the mSCOA Business requirement
• this was NOT a mapping exercise
o The Key understanding being…
Details must be held at TRANSACTIONAL level in
the General Ledger
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Key Objectives were to ensure that….
o The changes made were not intrusive
o The upgrade path was not to be compromised
o We were to use the JD Edwards development tools to
develop the solution
o System integrity would to be maintained
o To comply with standard JDE, ensuring the use of
• JDEdwards reports
• JDEdwards enquiries
• JDEdwards integrity processes
o An easily configurable approach to application
o Design that allowed for further enhancements &
changes
Technical Solution
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• Where this all took us……………
Technical Solution
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SCOA Information Stored
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Business Procurement Finance
Capture
Requisition
Authorise
Requisition
Convert to
Order
Send to
Supplier
Record
Delivery
Pay
Voucher
Match
Voucher
Example: Procurement Process
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Business Procurement Finance
Capture
Requisition
Authorise
Requisition
Convert to
Order
Send to
Supplier
Record
Delivery
Pay
Voucher
Match
Voucher
Example: Procurement Process
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Example: Procurement Process
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Proof of Concept
Presented our solution to:
o eThekwini mSCOA project team
o eThekwini Steering Committee
o National Treasury
o ……we received a sign off from all parties
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What we Achieved?
Maintained standard system integrity
Developed a Concept that would minimise changes to
standard functionality
Plug n Play solution ~ developed as an extension
System processes remain standard
o Inquiries
o Integrities
o Reporting
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Oracle have stated that ……
This solution will …
o Be part of future localization for JD Edwards mSCOA
o Oracle is fully Supporting the solution
o Fully Upgradable
o Oracle is validating the solution
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General
Questions
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Thank You