Who Wants to be an OCP

1
Who Wants to be an OCP?

• Presented by Troy Thomas, OCP
• of Juneau Partners
• NCOAUG, February 25, 2000

2
What is an OCP?

• OCP Oracle Certified Professional
• Database OCPs
• Applications OCPs
• how many?
• good for one release at a time
• different than Oracle Masters

3
Oracle Certification Programs

• Oracle 7.3 DBA
• Application Developer, Oracle Developer Rel.1
• Oracle DBO
• Oracle Java

• Oracle8 DBA
• Oracle 8i DBA
• Application Developer, Oracle Developer Rel. 2
• Oracle Financial Applications Consultant

4
2 Applications OCP Tracks
Implementing Oracle Financial Applications
Financial Management R11
Implementing Oracle Applications Applied
Technology R11
Implementing Oracle Financial Applications
Procurement R11
Implementing Oracle Applications Order
Fulfillment R11

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OCP Tracks by Modules
GL, Assets, ADI Financial Management
Flexfields, Alerts, Workflow, System
Admin Applied Technology
Purchasing, Payables Procurement
Order Entry, Receivables, Cash Management Order
Fulfillment

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Financial Management Content

• Introduction and Setup
• Financial Applications Integration
• Implementation Process Steps for GL Assets
• Creating a Chart of Accounts
• Creating a Set of Books
• Implementation Considerations
• Creating Basic Journal Entries
• Reporting and Analysis Tools
• Accounting for Foreign and Multiple Currencies
• Implementation Considerations
• Creating Fixed Asset Books
• and Parameters
• Managing Assets
• Adding Assets from External Sources

• Implementation Considerations
• Integration
• Running Journal Processes
• Managing Budgets
• Advanced Account Structures and Controls
• Reporting Analysis Tools
• MultiCompany Accounting and Consolidations
• Managing Assets
• Adding Assets from External Sources
• Managing Budgets
• Maintaining Tax Books
• Reporting, Reconciling and Year-End Processing

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Applied Technology Content

• Managing Application Security
• Managing Concurrent Programs and Reports
• Administering Concurrent Managers
• Managing Profile Options
• Auditing System Resources
• Document Sequencing
• Incorporating Custom Programs
• Managing Printers
• Overview of Flexfields
• Implementing Value Sets
• Planning and Defining Key Flexfields
• Planning and Defining Descriptive Flexfields
• Implementing Cross-Validation Rules
• Implementing Flexfield Security

• Using Advanced Validation Capabilities
• Basics of Oracle Alert
• Implementing Periodic Alerts
• Alert History
• Response Processing
• Implementation Considerations
• Overview of Oracle Workflow
• Overview of the Workflow Engine
• Overview of the Workflow Directory Service
• Planning and Monitoring a Workflow Process
• Diagramming a Workflow Process
• Fundamentals of the Wizard
• Using the Wizard

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Procurement Content

• Integration with Oracle Applications
• Multi-Organization Support
• Setup and Implementation
• Locations, Organizations, UOM, and Items
• Defining Locations and Organizations
• Defining Units of Measure
• Defining Items
• Creating Supplier Information
• Create Purchase Requisitions
• Creating Standard Purchase Orders
• Creating Purchase Orders Using AutoCreate
• Entering Purchase Order Receipts
• Document Security, Routing, and Approval
  Introduction
• Defining Security and Access

• Defining Approval Rules
• Defining Document Routing
• Using Foreign Currency
• Completing the Accrual Cycle
• Entering Basic Invoices
• Matching Invoices to Purchase Orders
• Loading Invoices Electronically
• Setting Up Cash-Control Features
• Completing the AP Cycle
• Setting up Oracle Cash Management
• Reconciling Bank Statements
• Posting to the GL
• Cash Forecasting
• Evaluating Supplier Performance
• Manually Creating Request for Quotation

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Procurement Content (continued)

• AutoCreating Requests for Quotation
• Entering Quotations
• Creating the Approved Supplier List and Sourcing
  Rules
• Entering Contract POs
• Entering Blanket POs
• Entering Planned POs

• Purging Data
• Processing Expense Reports
• Entering Recurring Invoices
• Process Other Invoice Functions
• Entering Manual Payments
• Processing Payment Batches

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Order Fulfillment Content

• Introduction to Order Fulfillment Process
• Creating Customers
• Implementing and Setting Up Customers
• Processing Orders
• Fulfilling and Shipping Orders
• Invoicing Customers and Closing Orders
• Implementing and Setting Up Order Entry
• Integrating OE/Shipping and Receivables

• Entering and Correcting Transactions
• Entering and Applying Receipts from Customers
• Tracking and Collecting Past Due Receivables
• Reconciling, Reporting, and Completing the
  Receivables Cycle
• Implementing and Setting Up Receivables
• Loading Electronic Bank Statements
• Reconciling Bank Statements
• Implementing and Setting up Oracle Cash Management

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Order Fulfillment Content (continued)

• Administering Pricing and Discounts
• Processing Orders
• Drop Shipping Orders
• Invoicing and Closing Orders
• Processing Returns
• Entering and Correcting Transactions
• Receipts
• Past Due Receivables

• Reconciling, Reporting, and Completing the Cycle
• Creating Miscellaneous Transactions
• Posting and Reconciliation Inquiry and Reports
• Cash Forecasting

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Preparation Tips

• Oracle Education Classes
• Oracle Applications Documentation Library / User
  Guides
• Sample Tests from Self Test Software
• Web Site http//education.oracle.com/certificati
  on
• Oracle Financials Handbook by James Seibert
• Candidate Guides

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Why Certify?

• From an Oracle-sponsored study
• 97 of OCPs surveyed said they benefited from
  certification.
• 89 of OCPs surveyed said they gained confidence
  in their Oracle expertise after becoming
  certified.
• 96 of OCPs surveyed said they would recommend
  the program to a professional colleague.
• From and International Data Corp. study
• Certified professionals handled 40 more support
  calls per person, per day, than uncertified
  staff.
• Companies that advocated certification reported
  49 less downtime than those that did not.
• For the majority of companies surveyed, the
  savings from increased effectiveness paid the
  costs of certification in fewer than nine months.

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Areas Requiring Special Focus

• Menu Options
• Setup Steps
• Profile Options
• Terminology
• Application Integration

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The Exams

• 3 exams required for OCP
• OCP Candidate Agreement required prior to each
  exam
• exams taken at Sylvan Prometric Testing Centers
• 60-90 questions no notes, books, cell phones,
  etc. 90 minutes immediate pass/fail
• multiple choice, fill-in-the-blank, and matching
• each exam costs 125
• 30 days minimum to retake an exam

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Exam Scoring
17
Exam Scoring
multiple attempts
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My Experience

• I didnt know what I didnt know.
• Order Fulfillment exam was toughest.
• Financial Management and Order Management courses
  didnt help much.
• Applied Technology course did help.
• The people that created the tests and classroom
  books havent implemented Oracle applications.

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Who Wants to be an OCP?
20
Financial Management

• 1. When integrating Oracle Payables and Oracle
  Assets, which Statement is true?
• A. Asset purchases are recorded in Oracle Assets
  and transferred to Oracle Payables.
• B. Invoices for capital purchases are recorded in
  Oracle Assets and transferred to Oracle Payables.
• C. Invoices for capital purchases are recorded in
  Oracle Payables and transferred to Oracle Assets.
• D. Project invoice data is created in Oracle
  Payables and transferred to Oracle Assets for
  payment.

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Financial Management

• 1. When integrating Oracle Payables and Oracle
  Assets, which Statement is true?
• A.
• B.
• C. Invoices for capital purchases are recorded in
  Oracle Payables and transferred to Oracle Assets.
• D.

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Financial Management

• 2. Which menu path is used to transfer
  consolidations to the parent set of books?
• A. Consolidation -gt Workbench
• B. Consolidation -gt Workbench -gt Parent
• C. Consolidation -gt Workbench -gt Transfer
• D. Consolidation -gt Workbench -gt Select Parent

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Financial Management

• 2. Which menu path is used to transfer
  consolidations to the parent set of books?
• A.
• B.
• C. Consolidation -gt Workbench -gt Transfer
• D.

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Financial Management

• 3. Which three must be defined to create a set of
  books? (choose three)
• A. corporate book
• B. accounting calendar
• C. functional currency
• D. descriptive flexfield
• E. chart of accounts structure

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Financial Management

• 3. Which three must be defined to create a set of
  books? (choose three)
• A.
• B. accounting calendar
• C. functional currency
• D.
• E. chart of accounts structure

26
Applied Technology

• 1. You are creating a periodic alert to send a
  message if no exceptions are found. Which action
  level would you use?
• A. detail
• B. message
• C. summary
• D. SQL script
• E. no exception

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Applied Technology

• 1. You are creating a periodic alert to send a
  message if no exceptions are found. Which action
  level would you use?
• A.
• B.
• C.
• D.
• E. no exception

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Applied Technology

• 2. What must always be activated if you are using
  Oracle Alert?
• A. Oracle Interoffice
• B. Response Processor
• C. Transaction Manager
• D. Periodic Alert Scheduler

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Applied Technology

• 2. What must always be activated if you are using
  Oracle Alert?
• A.
• B.
• C.
• D. Periodic Alert Scheduler

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Applied Technology

• 3. Which two can you associate with a new
  concurrent manager? (choose two.)
• A. work shift
• B. request group
• C. responsibility
• D. specialization rule
• E. operating system priority

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Applied Technology

• 3. Which two can you associate with a new
  concurrent manager? (choose two.)
• A. work shift
• B.
• C.
• D. specialization rule
• E.

32
Order Fulfillment

• 1. Which three windows can you use to perform
  collection activities? (choose three)
• A. Profile Class
• B. Account Details
• C. Account Overview
• D. Receipt Overview
• E. Customer Overview
• F. Transaction Overview

33
Order Fulfillment

• 1. Which three windows can you use to perform
  collection activities? (choose three)
• A.
• B. Account Details
• C. Account Overview
• D.
• E.
• F. Transaction Overview

34
Order Fulfillment

• 2. In which three Oracle Applications does Order
  Entry/Shipping send data through interface
  tables?
• A. Payables
• B. Inventory
• C. Receivables
• D. General Ledger
• E. Bill of Material

35
Order Fulfillment

• 2. In which three Oracle Applications does Order
  Entry/Shipping send data through interface
  tables?
• A.
• B. Inventory
• C. Receivables
• D.
• E. Bill of Material

36
Order Fulfillment

• 3. Which three reports would you refer to after
  you transferred transactions from Receivables to
  the General Ledger? (choose three)
• A. Execution report
• B. Unposted Item report
• C. Duplicate Transactions report
• D. Receivables Unposted Item report
• E. Miscellaneous Transactions report

37
Order Fulfillment

• 3. Which three reports would you refer to after
  you transferred transactions from Receivables to
  the General Ledger? (choose three)
• A. Execution report
• B. Unposted Item report
• C.
• D. Receivables Unposted Item report
• E.

38
Procurement

• 1. Which navigation path will display the form
  where security and access levels are entered?
• A. Setup -gt Approval -gt Approval Groups
• B. Setup -gt Purchasing -gt Document Types
• C. Setup -gt Approval -gt Approval Assignments
• D. Setup -gt Organizations -gt Purchasing Options

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Procurement

• 1. Which navigation path will display the form
  where security and access levels are entered?
• A.
• B. Setup -gt Purchasing -gt Document Types
• C.
• D.

40
Procurement

• 2. What is the least important implementation
  consideration issue for Oracle Purchasing?
• A. Data mapping
• B. Defining items
• C. Naming conventions
• D. Employee conversion

41
Procurement

• 2. What is the least important implementation
  consideration issue for Oracle Purchasing?
• A.
• B. Defining items
• C.
• D.

42
Procurement

• 3. When defining a supplier, which statement is
  true?
• A. A supplier number must be entered
• B. Multiple sites and multiple contacts may be
  set up.
• C. A supplier tax identification number must be
  defined.
• D. Multiple sites may be set up, but only one
  contact per site may be set up.

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Procurement

• 3. When defining a supplier, which statement is
  true?
• A.
• B. Multiple sites and multiple contacts may be
  set up.
• C.
• D.