OAUG Connection Point 2004 — The Point of Contact
September 12 - 15, 2004
Walt Disney World Swan and Dolphin Hotel
Orlando, Florida, USA

track descriptions | presentations | panel sessions | Oracle sessions

Training session abstracts by track

• Business Intelligence / Corporate Performance Management
• Customer Relationship Management
• Financials  (CPE Credit Available)
• Human Resources  (CPE Credit Available)
• Manageability
• Manufacturing, Distribution
• Other
• Projects
• Technical and System Administration

BIS and Discoverer EUL in 11.5.9

David Fuston — The Michael Taylor Group

This two-hour training session concentrates on installation prerequisites, setup and configuration, and implementation steps for BIS and Discoverer EUL in an 11.5.9 environment. The session will highlight the strengths and weaknesses of standard BIS EUL and how to modify to get what you need in Discoverer.

Customer Contact to Resolution

Faun deHenry — FMT Systems Inc.

This two-hour training session will demonstrate a CRM Service resolution process starting from the moment a customer uses Oracle iSupport to enter a company Web site to problem resolution by a service representative or field service personnel. Participants will learn how the integration of iSupport, Customer Care and Field Service can assist their company's service organization with managing a problem solution process from "beginning-to-end."

Oracle 11i Incentive/Sales Compensation Collection/Calculation/Payment

Jill Lorenz — Creative Consulting Solutions, Inc.

The 11i Oracle Incentive Compensation module provides a dynamic tool to incentify either internal and/or external resources. This training session will provide insight into the mapping of attributes, data collection, calculation and the payment process. This training session is recommended for new users, people evaluating the module and those that are upgrading to 11i.

Release 11i Workshops — New Features — CRM / BI

Karen Brownfield and Paul Cyphers, Solution Beacon, LLC

This Solution Beacon Release 11i New Features Workshop provides an overview of what is included in the E-Business Suite specifically with the CRM product suite and the Business Intelligence solutions. Emphasis is on the most useful and popular new features added to the product suites throughout the Release 11i lifecycle, with a focus on 11.5.7, 11.5.8, 11.5.9, and 11.5.10.

Fixed Assets — Setup, Legacy Data Conversion, Functions and Features

Suzana Ferrari — Maritz Inc.

This presentation will demonstrate how to setup the Oracle Fixed Assets, how to upload the legacy data by using the Create Asset feature in ADI, adding new assets automatically by using the Mass Addition process, as well as asset setup, maintenance, retirement and depreciation.

This session is eligible for 1 CPE credit. One CPE credit will be granted per 50-minute onsite course hour. No prerequisite or advance preparation is required for this session.
Course Level: Advanced

FSGs Made Simple

Ronda Ellis — Solution Beacon, LLC
Karen Brownfield — Solution Beacon, LLC

This presentation will demonstrate the fundamental elements necessary in developing and deploying standard FSGs. These fundamental basics include definition of row sets, column sets and reports. In addition, advanced topics will be covered that include: consolidated reports; creating reports using different levels or details; changing column sets to break out reports; using segment overrides; using row sets for departments; utilizing % of Rows and % of Columns; and using statistical accounts, as well as the new features in Release 11i.

This session is eligible for 1 CPE credit. One CPE credit will be granted per 50-minute onsite course hour. No prerequisite or advance preparation is required for this session.
Course Level: Advanced

Using FSGs and ADI to Create and Review Financial Statements

Andy Diamond — DARC Corporation

Your manager has asked you to create several Balance Sheet and P&Ls by tomorrow morning. They must be created in a format that allows regeneration on a monthly basis without manual keying. In addition, you just know your manager will be asking for explanations about individual line items. Help!

This session is eligible for 2 CPE credits. One CPE credit will be granted per 50-minute onsite course hour. No prerequisite or advance preparation is required for this session.
Course Level: Intermediate

Using Web ADI for Journals With No Installation Required — Wow … It Really Works!

Judy Vales — DARC Corporation

Learn how to start using ADI for journals on the Web. Understand how to create new templates, how to create and save custom layouts and how to upload those journals.

This session is eligible for 1 CPE credit. One CPE credit will be granted per 50-minute onsite course hour. No prerequisite or advance preparation is required for this session.
Course Level: Basic

Release 11i Workshops — New Features — Financials

Karen Brownfield, Solution Beacon, LLC and Mark Clark, O2Works

This Solution Beacon Release 11i New Features Workshop provides an overview of what is included in the Release 11i E-Business Suite, including terminology, release history and point release features. There will also be an overview of the overall applications complete with common features. Emphasis is on the most useful and popular new features for the Financials Suite that have been added throughout the Release 11i lifecycle with the primary focus on 11.5.7, 11.5.8, 11.5.9, and 11.5.10.

This session is eligible for 1 CPE credit. One CPE credit will be granted per 50-minute onsite course hour. No prerequisite or advance preparation is required for this session.
Course Level: Intermediate

Fast Formulas are for Oracle Time and Labor, Too!

Bill Stratton — Xcelicor, Inc.

Most HRMS customers think that Fast Formulas are used just for Payroll. You can now use Fast Formulas to enforce your business rules during self-service entry of OTL timecards. This training session will take real-life scenarios and explain how to use Fast Formulas to validate timecards.

This session is eligible for 2 CPE credits. One CPE credit will be granted per 50-minute onsite course hour. No prerequisite or advance preparation is required for this session.
Course Level: Intermediate

Making It Pretty — Personalizing the Appearance of Oracle Self-Service Web Application Pages by Functional Super User

Tracy Pettit — University of Virginia — ISDS / ISP
John Parker — KBACE Technologies

The University of Virginia recently upgraded to 11.5.9. Included in the upgrade was the implementation of Oracle Self-Service for Oracle Training Administration (OTA). This allows 15,000 employees to enroll in training classes via Oracle Self-Service. OA framework 5.7 puts into the hands of Self-Service super users the ability to manage the look, layout and visibility of Web pages without modifying the underlying code. This presentation will walk users through various personalization and extensibility tasks, such as adding a DFF to a page, hiding or showing a field on a page, reordering fields on a page, and adding new buttons and messages.

This session is eligible for 2 CPE credits. One CPE credit will be granted per 50-minute onsite course hour. No prerequisite or advance preparation is required for this session.
Course Level: Basic

Payroll from A to Z — What Every Developer and Analyst Needs to Know

Matthew Wilson — Intermountain Health Care
Dan Stober — Intermountain Health Care

After six years of Oracle Payroll in a large company, there is plenty of experience to share! This presentation will cover key aspects of the payroll data model, reporting, performance considerations, a custom balance solution, and the Payroll Purge program. A must-attend session for those working in the trenches.

This session is eligible for 2 CPE credits. One CPE credit will be granted per 50-minute onsite course hour. No prerequisite or advance preparation is required for this session.
Course Level: Intermediate

Release 11i Workshops — New Features — HRMS

Lisa Palermo, Solution Beacon, LLC

This Solution Beacon Release 11i New Features Workshop provides an overview of what is included in the E Business Suite specifically with the HRMS product suite including Benefits and Payroll. Emphasis is on the most useful and popular new features added to the product suite throughout the Release 11i lifecycle with a focus on 11.5.7, 11.5.8, 11.5.9, and 11.5.10.

This session is eligible for 1 CPE credit. One CPE credit will be granted per 50-minute onsite course hour. No prerequisite or advance preparation is required for this session.
Course Level: Intermediate

Hidden Treasures for Successful Implementations — Oracle Diagnostic Tests

Mohan Dutt — Solix Technologies Inc.
Satish Rachapudi — Solix Technologies, Inc.

Oracle Diagnostic tests are organized in three categories: Setup Diagnostics for product setup issues; Activity Diagnostics for issues related to a function or activity; and Performance Diagnostics for performance problems. Data Collection tests assist in collecting and displaying application data. Learn how to use these hidden treasures to troubleshoot problems or provide information to Oracle Support analysts when logging a Service Request.

Release 11i Workshops — Change Management

Paul Cyphers, Solution Beacon, LLC

"Let's face it, we perform Change Management functions whether we like or not, we should at least do it right." Organizations utilizing Oracle Applications software must consider the impact to people by examining the organizational and human resource issues associated with bringing changes to business processes, and therefore to job roles, responsibilities, departmental boundaries, and organizational structure. Managing change is difficult for any organization and requires effective processes and proper tools to achieve the required impact. This Solution Beacon Release 11i Workshop presentation introduces the change processes and procedures to effectively and efficiently manage organizational and technical change within your organization. Change through patching is a way of life with Oracle's E-Business Suite and affects both the business community and IT staff. Between 11i point releases, family packs and bug fixes business interruptions and downtime can become overwhelming and intrusive if the changes are not managed efficiently. Allowing for the events and requirements of change is necessary to effectively manage business systems and produce the desired results. We will discuss the processes to reduce costs, ensure quality, minimize interruptions and streamline the time to production enable a proactive approach to handle the inevitable need to patch and upgrade.

Release 11i Workshops — Concepts & Architecture

John Stouffer, Solution Beacon, LLC

Solution Beacon's Release 11i Workshops share "real-world" experiences and proven tips and techniques to manage the complex environment delivered with the latest release of the Oracle Applications. This session on Release 11i Concepts presents the principles behind Oracle Applications Release 11i. This workshop is a good source of basic information on Release 11i for both the functional and technical audience and is a basis for the following session on Administration and Maintenance.

Release 11i Workshops — Administration & Maintenance

John Stouffer, Solution Beacon, LLC

The Administration and Maintenance Workshop is a continuation of the Solution Beacon's Release 11i Workshops and provides tips on housekeeping and on managing the Release 11i environment. The focus of this presentation will be to share "real world" experience as well as tips and techniques to administer and maintain the complex Oracle Applications environment delivered with Release 11i. Administering and maintaining these environments has become a full time job for the Applications DBA. All environments require differing levels of support but each has to be maintained to fully utilize and make the most of the Release 11i applications. The workshop covers topics like pinning, cloning and auto-configuration for the Application DBA. We will discuss all of the administration and maintenance processes for the Apps DBA and will share "real world" recommendations for each.

Release 11i Workshops — To Patch or Not to Patch … It's Not a DBA Question

Alicia Hoekstra and John Stouffer, Solution Beacon, LLC

In earlier releases of the Oracle Applications, the area of patch application and patch application strategy was the purview of the technical support team — namely the applications DBAs. These early patches, usually very specific in nature, targeted specific bugs or functionality in the software. In the more recent versions of the applications, Release 11i in particular, the patching strategy has become much more of a business decision. Two major reasons for this are as follows: 1) Patches are predominately being released in sets and packs that often have a much wider range of impact than the desired resolution to a given issue; and 2) The involvement of, and success with, Oracle Support in any reported issue is directly proportional to the degree in which you are patched current. The target audience of this white paper is not only corporate technical teams, but also the functional business teams and management. Different patching methodologies will be presented with the relative merits and risks of each, as well as the impacts on the technical and business teams.

Approval Hierarchies: Expediting the PO Approval Process

Dick Kenny — Soltre Technology, Inc.

This session will cover the following topics related to the Approval Hierarchy process in Oracle Purchasing: review purpose, pros and cons; discuss detailed setup; examine features of Document Security; create requisitions and convert to approved POs; and review resulting workflow notifications.

Implementing Procurement Globally for Production and Non-Production Materials in an EPC Business

John Corzo — Zachry Construction Corporation

In 2000, Zachry Construction Corporation (ZCC) embarked on modernizing its Materials Management System and finding a way to make purchasing a strategic function. Toward that objective, ZCC purchased and implemented Oracle 11i applications for Purchasing, Inventory, BOM, WIP, iProcurement, etc. Since construction projects do not resemble manufacturing operations, there were several obstacles to overcome before making the best use of its system. This presentation will review the decisions relative to content (Item Master and Catalogs) that had to be made, which would bring tremendous value to our users through a one-stop-shop environment.

Using Supply Chain Cost Rollup in a Complex Manufacturing Organization

Elliot Funk — Agilent Technologies

Supply chain cost rollup is a powerful costing tool for complex manufacturing environments where parts and sub-assemblies are internally and externally sourced across multiple inventory organizations. This session will address the challenges and solutions for successful item costing.

Release 11i Workshops — New Features — Manufacturing and Supply Chain

Paul Cyphers, Solution Beacon, LLC

This Solution Beacon Release 11i New Features Workshop provides an overview of what is included in the E-Business Suite focusing on the various manufacturing and supply chain product suites including Purchasing, iProcurement, iSupplier, Sourcing, Discrete Manufacturing, Cost Management and Quality. Also included is an overview of Process Manufacturing, Order Management and other new products in Release 11i. Emphasis is on the most useful and popular new features added throughout the Release 11i lifecycle with a focus on 11.5.7, 11.5.8, 11.5.9 and 11.5.10.

iSetup — One of Oracle's Best-Kept Secrets

Kirk Williams — Frontier Consulting, Inc.

iSetup provides an automated setup of the E-Business Suite, enhancing the quality of setup and increasing efficiency of an implementation. iSetup is a Web-based configurator that allows for a rapid implementation of a functional environment. A great tool when re-implementing Oracle Apps.

Oracle Internal Controls Manager Mini-Training Session

Adil Khan — Fulcrum Information Technology
Jane Jones — Fulcrum Information Technology

Oracle Internal Control Manager (ICM) is a comprehensive audit tool that offers Web-based risk and audit management features. The module can be used by executives, controllers, internal audit departments and public accounting firms to document and test internal controls and monitor ongoing compliance. In the ICM mini-training session, learn the basic functionality of the product such as setup process/controls objectives, how to import Oracle Tutor documents into ICM, associate audit organization with processes, setup risks and controls to which processes are exposed, associate risk with controls and finally create audit procedures to verify controls.

Tool for Turbocharged Implementations — Oracle iSetup Migrator and Reporter

Mohan Dutt — Solix Technologies Inc.
Shrabani Jain — General Electric Software Solutions

Turbo charge an implementation with the R11i Oracle iSetup Migrator and Oracle iSetup Reporter. Use Oracle iSetup Migrator to migrate setup data across instances during implementation phases. Use Oracle iSetup Reporter to generate detailed setup reports for online viewing or hard-copy output.

Release 11i Workshops — Workflow Business Events

Karen Brownfield, Solution Beacon, LLC

Oracle defines the Business Event system as an "application service that leverages Oracle Advanced Queuing Infrastructure to communicate business events between systems." And while Business Events were created to enable message-based system integration, they also provide a table-driven method of launching workflows and other processes, thereby providing a non-invasive method of customizing the Applications. This technical Solution Beacon Release 11i New Features Workshop will define what the business event system is, how to utilize it to launch workflows and other processes, and the additional setup steps required to use this in your Applications environment.

Release 11i Workshops — Workflow for End Users

Karen Brownfield, Solution Beacon, LLC

Workflow has made modeling business processes by business users a reality. Since its introduction in 1998, it has revolutionized Oracle Applications. Release 11i uses workflow in every module. As the use of workflow has grown, the need for better management has also grown. With 11.5.9, Oracle has moved the administration of workflow to Java. The notification mailer setup has moved to Oracle Application Manager and requires IMAP email systems. Learn what improvements 11.5.9 and 11.5.10 bring to your business through new features and better management of Workflow 2.6.3.

Release 11i Workshops — Security

Randy Giefer, Solution Beacon, LLC

Terrorism, identity theft, 9/11. It's no longer a safe world, and corporate data needs to be protected from not only the external bad guys, but also the internal ones as well! Many companies believe this won't happen to them — until it's too late. This presentation discusses numerous ways to quickly and easily improve the security of your Release 11i environment and protect your valuable data. With minimal effort required to implement, this Solution Beacon Release 11i Workshop will provide real world examples of how substantial security benefits can be obtained by performing simple configuration tasks such as modifying the default values of select profile settings and timeout parameters. Security tips and tricks specific to the Oracle Applications will also be provided to enable administrators to protect their data from "the bad guys".

Implement and Use Project Management

John Sasali — Project Partners, LLC

Oracle Projects now offers the new product Project Management. This training session will cover the setup and process flows of the latest Project Management features through patch set L. The session will cover practical use and benefits of the application and how it integrates with the Projects Suite.

Implementing ERP — Keys to Success

Judy Warfield — GE Power Systems

This presentation will feature some basic techniques that will provide functional or technical leads with a fairly detailed plan for implementing the full ERP Suite. Session attendees will leave will be given a CD with several templates that provide them with the groundwork to put a project plan together, as well as some tracking tools. The audience will learn the basic of defining, measuring, analyzing, improving and controlling the project to be successful.

Release 11i Workshops — New Features — Projects

Ronda Ellis, Solution Beacon, LLC

This Solution Beacon Release 11i New Features Workshop provides an overview of what is included in the E-Business Suite specifically with the Projects suite. Emphasis is on the most useful and popular new features added throughout the Release 11i lifecycle with a focus on 11.5.7, 11.5.8, 11.5.9 and 11.5.10.

Customized Reports for Oracle Applications

Tammy Vandermey — Webcentrix

This training session is designed to cover many of the extra features of Oracle Reports and will go beyond the basic training to discuss some of the tricks of the trade for implementing with Oracle Applications.

Data Modeling 101 — Read the Pictures on the Wall and Draw Them, Too!

Maggie Tompkins — Defense Finance & Accounting Service

This fun, hands-on workshop for data modeling novices will have you modeling everything! Understand requirements better with a great data model. All materials are provided. This presentation is participatory with lots of fun, prizes and surprises!

Oracle Workflow Customizations

Jerry Ireland — Rightsizing, Inc.

Now that you have an understanding of the basics of workflow and can make simple modifications, it is time to get serious. This training session will be a series of examples of customizations from different modules. Most of the session will be spent working with Workflow Builder and looking at the underlying code required to support the various customizations.

Practical Programming: How to Create Java Concurrent Programs

Brent Moody — Intermountain Health Care
Dan Stober — IHC

Want to use Java with Oracle Applications? Then you need to learn about Java Concurrent Programs. This presentation will focus on practical programming - what you can use now. Learn how to use the Java Concurrent Program class, control return status, test from the command line and register a program.

SQL for Applications Users

Anne Ristau — Solbourne

This training session will introduce functional users to the SQL language used by the Oracle database. Attendees will learn to read SQL statements, which can be useful when reading Concurrent Manager log files and in solving applications problems.

What's New in Workflow — 11i9 Plus

Karen Brownfield — Solution Beacon, LLC

Workflow has made modeling business processes by business users a reality. Since its introduction in 1998, it has revolutionized Oracle Applications. Release 11i uses workflow in every module. As the use of workflow has grown, the need for better management has also grown. With 11.5.9, Oracle has moved the administration of workflow to Java. The notification mailer setup has moved to Oracle Application Manager and requires IMAP e-mail systems. Learn what improvements 11.5.9 brings to businesses through new features and better management of Workflow 2.6.3.

Using and Maintaining Profile Options

Cindy Cline — Cline Consulting and Training Solutions, LLC

In a newly expanded version of this popular training class, we will discuss several commonly used profile options. Profile Options can be ued for security purposes, to provide default values for flexfields, to toggle features of the applications on and off, and to define default printers. This presentation will feature the various types of profile options and how to maintain them. In addition, we will discuss the creation of customized profile options and how you can use them.

Workflow Workshop

Jon Moll — O2Works

This presentation will cover the basics of Oracle Workflow, including designing individual processes to send notifications and process responses. Using PL/SQL and custom functions will also be demonstrated. These concepts can also be used to customize Oracle-seeded workflows to match business processes.

The Oracle Applications Users Group (OAUG) is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Web site: www.nasba.org.

For more information regarding refund, complaint, and program cancellation policies, please contact the Oracle Applications Users Group, One Piedmont Center NE, Suite 400, Atlanta, GA 30305-1501, USA, or phone: +1 404.240.0897.

Questions? E-mail or call +1 404-240-0897
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