Application Implementation Wizard
Overview
Oracle Application Implementation Wizard is an innovative application tool to facilitate the implementation of Oracle Applications. The Wizard addresses the complexities and interdependencies of multiple Oracle Applications products, enabling low risk, high efficiency implementation of Oracle Applications product suite.
During an implementation, the Wizard may be used to configure one or several Oracle Applications products. The setup of each product is accomplished by the completion of implementation processes. An implementation process is a sequence of steps, which are related to Oracle Applications setup forms. You can initiate iteration of a process multiple times to complete your implementation task.
Application Implementation Wizard Structure
The Wizard automatically detects the products installed on your implementation site and displays all the processes you need to run in the correct order. You can locate specific processes and corresponding iterations using a variety of flexible selection criteria. Once you are in an iteration of a process, you are automatically routed from step to step throughout the process. Guidance is always available, providing instructions, options, warnings and alerts for key decision making.
Implementation Process Hierarchy
The most efficient implementation strategy is to perform the common tasks first. Therefore, implementation processes are grouped into these categories:
Common processes address all the shared setup steps across Oracle Applications product families, which include System Administration, HRMS, Financial, Manufacturing and Front-Office.
- Common Process of Product Family (Financial, Manufacturing and Distribution)
These processes include shared setup steps across products, but within its own product family.
The additional processes to implement products like HR, General Ledger, Accounts Receivable, Inventory, Services, etc.
Business Needs
With Application Implementation Wizard you can:
- Dramatically speed up your implementation process. You can use the Wizard to achieve parallel setup within your implementation team.
- Lower your implementation risk. The Wizard guides you through the complexity of interdependent tasks and activities performed during the setup of any combination of Oracle Applications products.
- Effectively manage your implementation project. You can use the Wizard to assign tasks to different members of your team, set objectives and monitor their implementation status and progress.
- Document your implementation issues and suggest potential resolutions.
Major Features
Effective Organization of Setup Steps
By effectively grouping and sequencing implementation processes together, redundant setup steps across products are eliminated whenever possible. This also enables a higher degree of collaboration among implementation teams for parallel setup. After completing the common processes, your implementation team can work completely in parallel on the product specific processes. Because the implementation processes are fully automated, you never need to worry about sequencing and the complexities of cross product interdependencies.
Progress Monitor
Equipped with the Implementation Monitor, the Wizard provides situational awareness throughout the implementation. You always see graphically where you have been and what steps are ahead. By clicking on the graphic icon of a step in the implementation process monitor, you can review or preview any of the setup step information in a process
Implementation Process Overview
Status Display
Identified by different graphic icons, you always know what processes have been completed and how many are still open or active. For each iteration of a process, you can see who is performing the iteration, how long it has lasted and what the current step is in this iteration. Based on your judgment, you can also abort, suspend or change priority of any iteration.
Team Collaboration
To effectively manage and delegate implementation tasks, the Wizard allows you to assign processes to different members in your implementation team. Additionally, if you need help about how to setup a particular step, you can always reassign the step with your comments to the specialist in your team to handle.
Self-Documentation
The self-documentation feature provides an audit trail for you to track the status and issues of your implementation. You are able to append comments or note issues at process level, iteration level and step level.
At process level, you can enter information to provide guidelines and set objectives for your implementation team.
For each iteration of a process, you can enter comments, reminders, and task objectives for the person assigned in the iteration.
For each step in your iteration, you are able to record any conflict, issue, reason or open question specific to that step.
You have the option to skip steps in an iteration or branch within an iteration. All the comments and user options are automatically recorded by the Wizard for your later recall.
Setup Guidance
Guidance is always available, providing instructions, options, warnings and alerts for key decision making during your implementation. These instructions provide information like whether the step is a mandatory or optional one, what is the current context of the step and what you are supposed to do in this step. If you need more detailed help information about how and what to input in a particular setup form, you can always get on-line documentation by a simple click.
Flexible Identification of Processes and Iterations
Flexible Identification of Key Processes
A large implementation involves a lot of processes and iterations. The Wizard provides very flexible selection criteria for you to identify the critical processes and iterations you need. You can find processes or iterations according to their status, assignment, priority, duration, etc. You can also view your result sorted by process hierarchy, process name, or process context.
Phased Implementation
The Wizard provides setup support to allow the option of phasing Oracle Applications into production. You can phase your implementation based on your implementation rollout plan for Oracle Applications Products. For example, you may want to implement Oracle General Ledger and Accounts Payable in the first phase and Sales and Marketing in the second phase. The Wizard will automatically show you the corresponding processes you need to run based on the products you specified for that phase.
Define Implementation Phases
Context Check
Oracle Applications use organization context to ensure data segregation and security. To prevent setup information from being entered into the wrong organization, the Wizard enforces a context check whenever you try to open a form through a reference button in any setup step.
Some processes (e.g., System Administration) do not have any context and are only performed once per implementation, regardless of how many business entities you have. Most processes in the Wizard need to be performed multiple times if you have multiple business entities, which are categorized by Oracle Applications into the following context types:
Business Group: Used to separate employee information in HR and Payroll products for different organizations or countries.
Set of Books: Used to separate information about financial reporting entities with different chart of accounts, functional currency, and accounting calendar.
Operating Unit: Any organization like a sales office, a division, or a department that uses Order Entry, Oracle Payables, Oracle Purchasing, or Oracle Receivables.
Inventory Organization: An organization for which you track inventory transaction and balances, and/or that manufactures or distributes products.
These features allow you to implement the various multiple business entities in parallel.
The context of your process must match the security and profile of your current responsibility. This prevents accidental modifications. For example, if you have two operation units, the Wizard ensures that you are setting up the data for the operating unit you originally intend to setup.
Implementation Process Flow
Automatic Detection of Installed Products
The Wizard can automatically detect what products are installed on your site. It shows you only the processes and steps relevant to your specific implementation.
Source Oracle Functional Overview
