Monday, May 20, 2013

How to Personalize a View in Oracle Purchasing


Are you taking full advantage of Oracle E-Business Suite’s customization features?

Many people don’t know it, but it is possible to personalize views in Oracle E-Business Suite Release 12. This feature provides a way to streamline your daily work by removing information that may be clogging your views or adding new parameters that are important to the tasks you perform.

At IT Convergence we take pride in using Oracle internally and knowing its ways inside out. Today, our managing principal instructor brings you a step by step tutorial on how to customize your views in the Oracle Purchasing Buyer WorkCenter .

This technique will work for any form in HTML format with “personalize” options in Oracle EBS. Watch the video and learn how to change names, discard unnecessary columns from the display, select sorting options, and define parameters for search queries:



For more guides and tutorials on Oracle E-Business Suite, check out our YouTube channel, or visit our library of resources. Contact IT Convergence today and find out how to make the most of Oracle EBS capabilities.

Thursday, May 16, 2013

Top Concerns Oracle EBS Users Face in China


IT Convergence’s recent webcast “Overcoming the China Oracle ERP Localization Challenge” was an impressive success, and on the heels of such a successful webcast we decided to catch up with the IT Convergence China Services Director.

Q:  April 2013 webcast was termed “a success.” But of course “success” can be a relative term. When you say a webcast is successful, what do you really mean?
A.  Well you’re right, “success” depends on the context you’re working in. Fortunately we have the benefit of having done several – close to a half dozen, I think – webcasts on Oracle rollouts in China since December 2006. So our China consulting services team has done this before, and we had a good feel for what to expect.

With that said, the results were unexpected. We had over 60 people register and that was twice as many as our previous webcast. So while that was a pleasant surprise, what was even more surprising were the questions.  Normally we only need to answer a handful of questions during the Q and A section – this time we had close to a dozen.

After doing all of that preparation, it was really good to see that the audience found our presentation so useful and were so engaged.

Q. Very interesting. So what do you think is going on here? Why the increased interest in Oracle ERP solutions for China?
A. China, being the fastest growing economy in the world, provides great opportunities for foreign investments. More and more multinational companies are setting up business operations in China. Companies operating in China have some major challenges to meet, including how to leverage their global business processes and system templates. As this China localization process happens, the need to integrate these processes into a global ERP footprint is a logical next step for these multinational companies.

Q.  As you know, we did audience polling during the webcast, and we had a number of things that sort of jumped out at me. The first question concerned the general Oracle E-Business Suite footprint, where the breakdown between Oracle R12 and Oracle 11i was 50% R12 to 45% 11i with 5% of users running legacy or other non-Oracle ERP. This is the first poll I have seen that shows more Oracle ERP users on R12 than 11i. Did that surprise you?
Oracle China

A. It did a little, but there are a couple of things to take into consideration. First, the webcast focused on Oracle R12 solutions for China, and it’s logical that most companies would do an R12 Upgrade at their HQ before doing it globally. The other thing is of course the sample size, which was a little small to be drawing broad conclusions.

Q. Fair point – while our webcast polls do give us insight into the Oracle E-Business Suite end user community they’re not scientific. But I’d like to go back to something you just said, because it reminds me of our next polling question.
Only 25% of the respondents said they had Oracle running in China and these indicated they were still on 11i and needed to go to R12. That number is not too shocking, but the next two are. 44% say they have business units in China but have not incorporated them at all on to their ERP platforms. And another 25% indicate they need to do a greenfield implementation. Based on your experience, could you name a few challenges or risks that explain why ERP adoption has been slow in China? 
ERP Implementation China

A. Well, there are a lot of reasons, but most of them find their roots in the common challenges and risks that we’re familiar with: cultural differences (business style and working style) and gaps between local business process and corporate ERP solutions can seem daunting. Local reporting, security, language and even time zone can contribute to the resistance to change from legacy systems to ERP solutions like Oracle.

In recent years, we have noticed that local users are more ready not only to accept but to embrace global standards and system templates. Local users are getting to the point where they want to have a global ERP system to support their business operations instead of local standalone applications.

Q. The biggest concern that our webcast attendees had about China projects is in configuring Oracle to meet local regulations, such as Golden Tax  or China GAAP requirements that differ from US ones. Yet only 21% admit to worrying about language and cultural considerations, 11% are worried about finding skilled project mangers and skilled technical and functional ERP experts in China, and another 11% worried about supporting Oracle after Go Live.
Oracle China

How can IT Convergence help these organizations to minimize their concerns or worries? 
A. ITC has been ahead of the curve, opening an office in Shanghai close to a decade ago. That has given us the opportunity to build a bilingual team of proven Oracle ERP experts, who act as liaison between a company’s local team in Shanghai, Hong Kong, or Beijing and corporate headquarters located somewhere else in the world. Moreover, the breath of our expertise is as wide as it is deep – we not only offer skilled consultants in Oracle Financials, Supply Chain Manufacturing, and HRMS but we can also support projects via our project management, DBA and remote technical support services.

Join Our Next Webcast on Oracle EBS-Golden Tax System Integration

If you’re one of the 53% who is concerned about configuring your Oracle E-Business Suite solution in China to meet local requirements, then you’re in luck.

Join us on Wednesday July 10th for our webcast: “Solutions for Integrating Oracle EBS with China's Golden Tax System ” where you’ll get a first hand view of IT Convergence’s custom solutions. Click here to register and reserve your spot today.

Should Google, Yahoo!, Bing or some other fate or fortune have brought you here after July 10, 2013, fear not! Click here to visit the Doing Business Globally section of our white paper library, where you can find white papers detailing China language and localization, GAAP and Golden Tax solutions for the Oracle E-Business Suite. 

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Oracle LATAM-Brazil Webcast Q and A Transcript


IT Convergence’s recent webcast “Tequila, to Caipirinha and Tango – Overcoming Oracle’s E-Business Suite Challenges for LATAM” was a smashing success, drawing close to 100 registrants, making it one of the most successful LATAM-focused webcasts ITC has ever done.

As always we are happy to share the full transcript of the Q and A session with you.

Q. When speaking about third party integrations in Brazil, what are the differences between 11i and R12 and what kind of support is available for the transition between both?
A. The interface from Oracle Applications 11i to Oracle Applications R12 has changed a lot, so for those of you who are very familiar with 11i, the famous CAI integration view doesn’t exist anymore. Oracle now provides very detailed documents specifying the obsolete objects and the new ones for EBS R12. So if you have other integrations, customizations and interfaces, using the interface views you will be able to adapt those accordingly.

Q. Do you need to use the Multilanguage Service Pack if you are rolling out in Latin America?
A. There are different scenarios for this. Based on our experience, there are companies that decide to continue using English around the world, so it is possible to use English. Of course, the application is a multi-language product so it is ready to use other languages should you desire. It is basically a company decision; however, it is important to take into account two things: first, the cultural factor related to the end users, to make sure they are ready to interact with a system in a foreign language. Second, consider how the reports you need to present to local government agencies, because often times, even if you use English as a system language, you need to generate the reports in a different language. In these cases you need to apply a couple of additional configurations.

Particularly in Brazil, since the interface is prepared by Oracle and the Tax Partner, the government assumes you have the Portuguese language installed. If you don’t, as all reporting needs to be done in Portuguese, you will need to customize, adjust or decide on another way to provide the translations for the legal reports. So while using Oracle’s MLS  pack in Latin America might be optional, if you don’t use it, you need to be ready to do some additional work.

Q. What is the status of Oracle R12.2? Is it ready to be supported in Latin America?
A. Oracle has not released a date officially yet for the General Availability of Release 12.2. As one of the select few to join Oracle’s R12.2 Beta Testing  program, IT Convergence has been working closely with Oracle Development and helped providing feedback on multiple technical aspects of the product. It is hard to guess a date but given the fact that Oracle has invested heavily to ensure the proper functioning of this new release, and considering that online patching will and improvement that will directly improve operating efficiency, then it’s a pretty safe bet to say that we’ll be hearing the news soon.

Q. Viewed purely in terms of deploying and supporting and Oracle ERP solution for Latin America, how would you categorize the challenges for each country and how would you collaborate with Oracle and third party companies for a successful project?
A. As we mentioned in the webcast, if you are planning to deploy Oracle E-Business Suite in Latin America, you will need to start considering specific local legislation and business practices.

Let’s start understanding what Oracle E-Business Suite addresses out of the box. The product supports:
a) The Globalization Capabilities
b) The Application Localizations
c) A Global Technology Platform.

The Globalization Capabilities are delivered through rule-based engines that support, in a global way, diverse requirements in areas such as accounting, payments, payroll, taxes and others.
The Application Localizations enhance the globalization capabilities, mentioned before, by providing support for country specific legislative and business requirements. There are 3 localization delivery methods as follows:

  • Product Localizations: Delivered in product, by the Oracle Development organization
  • Add-on Localizations: Delivered via My Oracle Support (MOS), by Oracle Regional Localization centers.
  • Partner Localizations: Built and delivered by Oracle certified partners commonly named Oracle ISVs


In the graphic above, we have highlighted in red circles all countries with coverage from the Oracle Application’s perspective. On the other hand, all the other countries that are not highlighted in red do not have an associated Localization Solution. We have included some examples highlighted in grey circles on the left of the graphic.

However, this situation does not mean that you will not be able to be compliant with local legislations. Usually, either for countries having Oracle Localizations or not, missing functional coverage for local legal or statutory requirements are managed by Developments. This means that the project scope is composed by the implementation of Oracle Applications plus the construction of customizations.

Based on our experience implementing Oracle E-Business Suite Release 12, we’ve classified Country Deployments combining the complexity of implementing localizations and building required customizations.

For example, in the case of Brazil, Localizations deployment is highly complex but compared to other countries, there’s usually a low effort required for developments. In the case of Colombia, Localizations deployment is medium-highly complex and you usually need to create multiple customizations. Mexico has the least complex Oracle localizations in the Region but in general you need to create additional customizations.

The volume and complexity of Developments can vary depending on your local operations and business requirements, IT policies, Global Deployment Strategy and, of course, functional application coverage.

Q: When approaching a Latina American rollout of the Oracle E-Business Suite, how would you evaluate a system integrator capable of ensuring an on-time & on-budget project?
A: Selecting a system integrator for your project, you need to think of someone that can work hand-to-hand with your teams and create synergies for a successful deployment.

Taking that perspective, there are some -just a few- key questions that should you to evaluate a potential partner:
  • Does the system integrator present a regional coverage in terms of resources and expertise?
  • Does the partner have deployed diverse solutions including Finance, Manufacturing, Human Resources, CRM, Business Intelligence and well as Developments and Technical Services? 
  • Does it have a Program Management Office to ensure a health project?
  • Does the system integrator have experience on Oracle E-Business Suite Release 12 upgrades?

There are many others but this will help you to get started selecting the right business partner for your next LATAM project.

More LATAM, Global Oracle Expertise a Click Away

If you’ve got an interested (or a need) to learn more about deploying the Oracle E-Business Suite to the farthest reaches of the globe, then you’re in luck as our July Webcast is titled “Solutions for Integrating Oracle EBS with China's Golden Tax System Webcast” and will offer a deep dive on how to get around the limitations of Oracle’s out-of-the-box EBS-Golden Tax  interface. Click here to reserve your spot now.

We’re also offering a webcast in June on eCommerce-Oracle ERP interface SOA B2B solutions, which you can click here to register for now. 

And if you’re focus is on Oracle E-Business Suite Solutions for Spanish speaking Latin America and/or Brazil then we invite you to check out our Latin America consulting services page (click here for English, or here for Spanish, our Brazil consulting services page (click here for English, or here for Portuguese), or the “Doing Business Globally” section of our white paper library


Video: Reduce Your Confusion on Oracle Fusion


Both functional and technical junkies began talking about Oracle Fusion many years ago. By now, everyone has knows that heard about Oracle’s latest ERP solution has reached “general availability,” but what exactly is the Oracle Fusion Applications suite?

Oracle Fusion Applications represents the next generation of Enterprise Resource Planning, and today, our Chief Technology Officer brings you an overview of Oracle Fusion Applications. The video details Oracle Fusion’s new standards for Innovation, Work and Adoption, and outlines the different Fusion modules that serve different business processes.



IT Convergence is proud to be part of the Oracle Fusion Applications Early Adopter  program. We are currently in the process of implementing Oracle Fusion internally, and we have developed our Fusion Blog so that everyone can learn from our experience.

Visit our website for more information about the features and advantages that Oracle Fusion Applications and Oracle Fusion Middleware can provide to businesses. Contact us today to learn how IT Convergence can help your organization leverage the power of Oracle Fusion.




Tuesday, May 7, 2013

3 Main Oracle ERP LATAM Challenges and How to Beat Them

IT Convergence CTO Gustavo Gonzalez recently hosted a LatinOAUG meeting  at the Collaborate 13  user group conference in Denver, Colorado.  Afterwards, we asked him to reflect on the main challenges that companies rolling out the Oracle E-Business Suite in the region faced.

Oracle ERP LATAM Challenge #1 - Change Management

There are multiple factors that can create change management challenges, and you can proactively mitigate some by clearly defining your strategy and internal scope. Linked to that is the need to develop a clear readiness plan from that keeps both business and IT on the same page.

Although all the countries in Latin America share some similarities, one of the common mistakes that outsiders make is to consider the region a single market. Mexico, for example, has a very difficult culture, not to mention language, than say Brazil. This of course has implications for statutory, regulation, and taxation considerations that are part of any Oracle E-Business Suite implications. However, these cultural differences also have change management implications, so you’ve got to be proactive.

Oracle ERP LATAM Challenge #2 - Business Process Standardization

Ideally, each company would have a fully localized business strategy that completely customizes the business process to meet each specific need in of each country. But of course such a strategy too has been proven it has been prove too costly, too inefficient, and too unscalable.

This is why a world class tool as Oracle E-Business Suite makes much more sense, as it give you a platform to standardize your processes across business units, and opens the door to establishing One Source of Truth. It will take some time, but with Oracle, your entire company can speak the same “language” so to speak, so that your Macau, Munich, Montreal, Manhattan, Mexico City, Medellin, and Mendoza  offices all share the same definitions of fixed costs, revenue, profit/loss and other key business metrics.

Oracle ERP LATAM Challenge #3 – Language Issues

Latin America is home to 21 independent countries. Spanish is the predominant language in the majority of the countries, but Portuguese and French are considered native languages in some countries. English is also widely spoken, although the level of can vary quite a bit, not only depending on which country you’re in, but sometimes depending on which part of a particularly country you’re in. For example, in Argentina the English level in Buenos Aires is generally very high, but outside the porteño capital the level of English can vary greatly

Implementing Oracle in the region means not only installing different languages in the application but also being able to communicate with the people in charge of executing the project. Oracle is a multi lingual application so you will be able to run the application in any language that make your users feel comfortable, but this will also mean that you will need to install and maintain several languages in your application, and you need to be mindful of the costs this decision implies.

Jump Start Your Oracle E-Business Suite Project in Latin America – Join Our Webcast
If you’re looking at an Oracle ERP implementation in Latin America, don’t let the challenges confound you.

Join our May 8th webcast “From Tequila, to Caipirinha and Tango – Overcoming Oracle E-Business Suite Challenges in LATAM ,” which will be held at 11:00 am Eastern/8:00 am Pacific.

Hosted by three veteran Oracle E-Business Suite implementers who’ve got experience with multinational rollouts spanning the US, Latin America, and even Europe, “From Tequila, to Caipirinha and Tango – Overcoming Oracle’s E-Business Suite Challenges for LATAM,” will last approximately 45 minutes with time for your questions afterwards. Click here now to register.



Video: Remote Oracle DBA and Managed Services for Latin America

Many companies find that dealing with IT matters takes time and focus off their main goal: business. However, gaining access to a wealth of Oracle expertise at low cost is possible by taking advantage of the benefits of outsourcing.

Today, our Service Delivery Manager for Latin America brings you this video (in Spanish) explaining IT Convergence’s Hosting and Managed Services offering for the region:



 For the past 10 years, IT Convergence has been offering Enterprise Cloud and Managed Services for companies around the globe. To this day, we have helped over 150 organizations reduce the cost and complexity of IT by providing flexible and affordable solutions.

Visit our website for more information on our Latin America services, or contact us today and find how we can help your company.

 Join a Webcast on Oracle ERP Solutions for Latin America

Of course before you can focus on supporting your Oracle ERP solution in Latin America you need to implement one or deploy one first.

To that end, we’d like to invite you to our webcast on Wednesday May 8th and learn about the complexities of Oracle ERP rollouts in Latin America. During the webcast our experts will share their experience on:

  • Statutory regulations
  • Language and cultural issues
  • Third party integrations
  • Integration between Latin America and US
  • Localizations for each country

Register now for our webcast From Tequila, to Caipirinha and Tango – Overcoming Oracle’s E-Business Suite Challenges for LATAM” 


Servicios de Soporte de Oracle para América Latina

Muchas empresas consideran que lidiar con los asuntos de IT les quita tiempo y recursos, desviándolos de su objetivo principal: la expansión de su negocio. Sin embargo, es posible tener acceso a conocimientos de Oracle a bajo costo si se aprovechan los beneficios del Outsorcing.

Nuestra Service Delivery Manager para América Latina nos acerca un video presentando los servicios de soporte de IT Convergence para la región:




Desde hace más de 10 años, IT Convergence ofrece servicios de soporte y administración para compañías de todo el mundo. Hemos ayudado a más de 150 organizaciones a reducir el costo y la complejidad de IT utilizando soluciones flexibles y rentables.

Para más información sobre nuestros servicios en América Latina visite nuestro sitio web, o contáctenos  hoy para conocer cómo podemos ayudar a su empresa.

Juntar a Un Webcast Sobre Soluciones de ERP para America Latina

Regístrese a nuestro webcast sobre soluciones de ERP para América LatinaAntes de enfrentar los desafíos de brindar soporte para una solución de Oracle en América Latina, hay que realizar una implementación exitosa. Por eso estamos invitándolo a nuestro webcast del miércoles 8 de mayo, en el cual podrá aprender sobre los desafíos de implementar Oracle ERP en América Latina. Durante el webcast, nuestros expertos compartirán su experiencia sobre:
  •  Normativas legales
  • Diferencias culturales
  • Integraciones de terceros
  • Integración entre subsidiarias
  • Localizaciones propias de cada país