Electronic Creation

1
Electronic Creation Distributionof Oracle Data

• Robert J. Kragen
• Evergreen Data Systems, Inc.
• February 13, 2002

2
Introduction Evergreen Data Systems

• Oracle Partner for 8 years.
• In business for more than 20 years
• Provide output solutions to more than 2,600
  Oracle Applications clients
• Implement form output solutions, world wide

3
Why implement a document management solution?

• Process efficiency improvements
• Operations (printing, mailing)
• Real time distribution
• Direct costs
• Eliminate preprinted forms
• Postage
• Resource shift from developer to super user or
  analysts

4
Defining Output Management Strategy

• Decisions and strategies for the output and
  distribution of Oracle data.
• Identify output data
• Define audience
• Customers
• Employees
• Suppliers

5
Business Decisions

• Standard or customized data stream?
• Additional data added?
• Include email address, fax number or decision
  flags.
• Where will additional data be placed?
• In Oracle Applications data stream
• In an outside database

6
Test Environment

• Stabilize data streams
• Before LFE project is created, contents of data
  stream should be established
• Create test file for each document
• Submit requests for average size of batch
• Use maximum filed lengths

7
How does LFE Integrate with Oracle?

• Components
• Developer, creates projects
• Server, houses projects
• Archive creates electronic copy
• Viewer retrieves electronic copy
• Oracle set up
• Register printer
• Assign static IP address
• Set up printer type

8
Design Elements

• Name project
• Follow good naming conventions
• Layout form graphics
• Fonts, lines, boxes, shading
• Bar codes, signatures
• Logos
• Fixed or dynamic

9
Design Elements

• Data mapping
• Suppress data
• Dynamic content
• Add data from outside source
• Ease of change
• Add logic

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11
Data Mapping Without anyChanges to Host
Application
Despatch Note - Delivery Note Number458976 Delive
ry Address 11 Boulton Road, Southsea Portsmouth
PO5 1NS Account Customer - Invoice
Number1456984 Invoice Date15.07.98 Despatch
Advice Number1254954 Corporate
Account1237 Branch Account533 Customer Order
No23416537 Originated byDavid
Smith Acknowledgement Number785487 Delivery Note
Number4579254 Packages3 Quantity Code
Description List Price Discount Value 1000
101-345 Capacitors 100pf 34.00 2 33.32 1000
101-346 Capacitors 220pf 34.00 2 33.32 3000
102-143 Resistors 1K0 30.00 5 28.50 2000 102-151
Resistors 10K0 20.00 2 19.60 500 111-982 74LS01
43.00 2 42.66 500 111-549 74LS06 43.00 2 42.66 1
171-145 Screwdriver 4" 4.99 4.99 1 171-316 Pliers
3" 4.99 4.99 3 102-113 Tinned Copper Wire 12swg
21.90 21.90 2 204-111 Tinned Copper Wire 14swg
14.60 14.60 5 214-182 7/.01 Insulated Red 43.00
43.00 5 112-541 7/.01 Insulated Black 43.00
43.00 10 601-315 Connectors 25 way male 34.00 2
33.32 100 601-146 Connectors 25 way female 340.00
5 323.00 30 602-113 DPDT Toggle switch 35.00
35.00 20 602-151 SPST Sub Min Toggle Switch 23.00
23.00 5 607-912 0.1" 3"x4" Veroboard 23.00
23.00 5 607-149 0.1" 4"x6" Veroboard 27.00
27.00 Net 796.86 Carriage 22.00 VAT 122.82 Total
941.68 Number of Parcels3
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Process Data Flow From Oracle to LFE
ORACLE DATA
UNIX
NT SERVER
WORK STATION
Submit request 1 copy FSGINV01 Portrait 15
style Create request ID
UNIX_FSGINV01 Request ID
UNIX_FSGINV01 Print Queue Mapping Graphic
Logo Decisions Distribution
View Reprint Email Fax
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Distribution

• Print
• Single or multiple printers
• Email
• Summarized data in body of email with PDF
  attachments
• Error trapping, failed email transmission
• Days sales outstanding (DSO) impact
• Fax
• Fax server required

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Distribution

• Store in directory
• Store document in accessible directory
• File format considerations (PDF, TXT, XML)
• How and who will retrieve
• Web page, save to HTTP server
• File format considerations (PDF, TXT, XML)
• How and who will retrieve
• Security considerations

15
Distribution

• Compound distribution
• Output single document to more than one
  destination
• Example email customer, fax rep limited view
• Example pick list, packing slip - price
  information suppressed on packing slip

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Archive

• Eliminate paper files
• Intelligent compression
• Saves resources (static data) once.
• Saves variable data
• Archiving configuration decisions
• How long
• Security

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Retrieve

• Create customized indexes
• Search and query functionality
• Search by any indexed data field
• Reprint, relieves stress on Oracle system.
• Electronically distribute
• Example Collection

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Other Functionality

• Create reports from same data stream
• Control pages can be added to concurrent batch
• Detail reports
• Cover pages can be added
• Targeted messages.
• Collection notices
• Promotional messages

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Other Functionality

• Data can be made available in different views
• Full detail to customer, summary detail to sales
  representative.
• Annotations
• Sticky notes can be added to documents

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Benefit Summary

• Cost savings
• Preprinted forms.
• Staff reduction
• Development salary
• Analysis vs. developer
• Postage
• Post processing

• Efficiency
• Real time delivery.
• Management
• Quality
• Oracle resources
• Productivity

21
Why Use LaserForms. Enterprise (LFE)

• No invasion of Oracle database
• Archive feature
• Less stress on Oracle Application
• Reprint capability
• Ease of use
• Rapid implementation

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For more information
Please contact Robert J. Kragen Evergreen
Data Systems, Inc. [phone] rkragen_at_evergr
n.com