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TCA (Trading Community Architecture) in R12 and Beyond. October 16 , 2012. Trading Community Architecture (TCA) What is TCA and its background TCA data model and its components TCA in R12 and beyond Why TCA matters . Agenda. Competitor. Partner. Competitor of. Partner of.

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Presentation Transcript
agenda

Trading Community Architecture (TCA)

    • What is TCA and its background
    • TCA data model and its components
    • TCA in R12 and beyond
    • Why TCA matters
Agenda
what is tca and its background

Competitor

Partner

Competitor of

Partner of

Customer /Organization

Supplier

Employee

Supplier of

Employee of

  • A Trading Community is…
    • The participants in a community and their relationship to one another
What is TCA and its Background
what is tca and its background1

TCA = Trading Community Architecture

Provides a single, universal definition of trading partners across applications and job function

TCA is an Data Model – it is not a Module

What is TCA and its Background

Oracle E-Business Suite Application Families*

3rd Party

Systems

Sales

Service

Marketing

Financials

HR

TCA Enabling Infrastructure

Common Party UI, DQM, D&B Integration, APIs

TCA Data Model

HZ Schema

what is tca and its background2

A Trading Community Architecture…

  • is a way to understand who our trading partners interactwith inside and outside the enterprise.
  • puts a foundation in place for a trading partner model
    • Linking any and all types of relationships to entities
    • Models complex relationships
    • Enables 360 view of trading partners
    • Supports Business to Business and Business to Individual Customer Paradigms
    • Online Marketplace
    • Shared Service Centers
What is TCA and its Background
what is tca and its background3

How did TCA come about?

  • First introduced in 11i
    • Introduction of Oracle CRM application
    • Requirement for a common customer model for all Oracle Applications
  • Model evolved from working with ERP and CRM teams to create a view of the customer base which supports all flows throughout the E-Business Suite
  • To support both B2B and B2C business models.
  • Re-architected to enable future support for entire trading Community
What is TCA and its Background
what is tca and its background4

Guiding Principles of TCA

  • Create a central repository for the entire E-Business Suite to store information relating to all members of a trading community versus separate tables for each member
    • Prospects, Customers, Contacts, Employees, Partners, Distributors, Suppliers, Banks, etc.
  • Record complex business relationships between Trading Community entities (including 3rd party relationships)
  • Support all business models, industries, and geographies
What is TCA and its Background
tca data model
TCA Data Model

AR

(Customer)

Organizations

(Organization)

AP/PO

(Supplier)

Old Model

John, XYZ Inc

ABC Co.

John, XYZ Inc

Party:ABC Co.

Party: John, XYZ Inc.

Customer of

TCA Model

Supplier of

Supplier tables move to TCA Model

tca data model implications

As we move towards the TCA for all the tables, if you have someone who is a customer and a supplier, you’re going to have to rationalize their definition. This means that you will now have one definition for that participant.

Now you know that this customer owes you $X, while as a supplier, you are trying to pay them $Y

If you’ve done any custom reporting or programming you may need to re-work as underlying data model has changed

TCA Data Model: Implications
tca data model major components

Party: defined as people, organizations, groupsor relationships. Represents the participants in the Trading Community.

Account: defined as a financial roll-up point.

Contact point: defined as any electronic point thatyou could use as a contact. For example, telephones,URLs, email addresses, etc.

Location: a physical place.

Relationship: establishes the relationship betweenany two parties.

TCA Data Model: Major components
tca data model party concept

A party is an entity/participant that can enter into a business relationship

    • Person: A unique individual (dead or alive) of interest to the user.
    • Organization: A legal entity recognized by some government authority.
    • Group: A combination of two or more people, organizations or groups.
    • Relationship: User-definable link between two parties, regardlessof type.
      • A Party can belong to an unlimited number of relationships.
      • No duplication of entities
TCA Data Model: Party Concept
tca data model account concept

The financial roll-up point to track a customer’s purchasesand payments.

  • Stores details about a customer relationship betweena Party and your business.
  • A Party may have one or more Customer Accounts.
  • Because a party and accounts are separate entities,no need to duplicate parties
    • Customer Account Sites: A Party Site that is used within the contextof a Customer Account (e.g., for billing or shipping purposes).
    • Customer Account Contacts: A Party Contact that is usedin the context of a Customer Account.
TCA Data Model: Account Concept
tca data model contact point concept

Contact Point - An identifier for a method of contact(e.g., telephone, email, URL, fax, cell phone etc.)This can be applied to:

    • A Party (person, organization, group or relationship)
    • A Site or Location
    • A Party at a Site or Location
    • An entity may have one or more Contact Points.
TCA Data Model: Contact Point Concept
tca data model location concept

Location - A physical place, usually with an address.

    • Any number of location types. (e.g., bill-to, ship-to, mail-to).
    • No duplication of address
    • Maintain Customer History per address
    • Maintain Important Install Base info
  • Party Site
    • Links a Party with a Location and describes the usage of that Location (e.g., mailing address, billing address, home address, etc.).
    • Parties may be associated to one or more Locations and any one location may have one or more uses.
TCA Data Model: Location Concept
tca data model relationship concept

Relationship – Associates any two parties.

    • John is a customer of ABC Co.
    • John is a supplier to ABC Co.
    • TD Bank is a Competitor of Royal Bank
    • TD Brokerage is a Division of TD Bank
  • Has a Role – Specifies the nature of the relationshipbetween parties (e.g., bill to, pay to, member of, contact at, married to, Division of, Employee of).
    • Indicates the nature of the relationship
    • Tracks relationship history
TCA Data Model: Relationship Concept
tca data model visualization
TCA Data Model: Visualization

PARTY

SITE

Bill to

Ship to

Division Of

PARTY

SITE

PARTY

SITE

Bill to

Ship to

Bill to

Ship to

Account

Account

Account

Acct

Site

Acct

Site

Acct

Site

Bill to, Ship to

Bill to, Ship to

Bill to, Ship to

tca data model parties vs accounts

From an application perspective, one of the most important things to understand about the TCA model is that the concept of “customer” is separated into two layers: The Party layer and the Account layer.

When CRM applications refer to “Customer” they are referring to the Party Layer.

On the other hand, when ERP applications refer to “Customer” they are referring to the Account Layer.

Thus, confusion arises because both are using the word “Customer” to refer to two different things.

TCA Data Model: Parties vs. Accounts
other features of tca

Public API’s for data manipulation of TCA tables

Common Party User Interface Components

Hierarchy Model

Bulk Import of customer data and D&B Integration

DQM for duplicate prevention

Party and Account Merge

Other Features of TCA
new tca features in r12

New trading entities

  • Banks & Bank Branches
  • Suppliers
  • Legal Entity
New TCA Features in R12
tca in r12 leveraging centralized data model

Cash Management

Payments

Global Tax

Payables

Purchasing

-%

TCA in R12: Leveraging centralized data model

Party Information

Governments,

“Geographies”,Authorities, etc

Banks and Branches

Suppliers

Trading Community Architecture

Oracle Fusion Middleware

ERP

3rd Party

CRM

tca in r12 bank account model
TCA in R12: Bank Account Model

Trading Community Architecture (TCA)

Cash Management

Payables

Bank

Receivables

Bank Branch

Bank Account

Payroll

Treasury

tca in r12

New Bank Account Model

  • Central place to define internal bank accounts
    • Keep track of all bank accounts in one place
    • Explicitly grant account access to multiple operating units/functions and users
  • Multi-Org Access
    • In the new model, bank accounts are owned by Legal Entities with the option to grant account use to Operating Unit (Payables, Receivables), Legal Entity (Treasury), Business Group (Payroll)
TCA in R12
tca in r12 bank account model1

OU A

OU B

Payments

OU C

Single Payment Instruction

Bank

Sub Ledger Accounting

Invoices

TCA in R12: Bank Account Model

Pay invoices from different OUs with 1 instruction

  • New Payments Module
  • New Bank Module
  • New Bank & Credit Card Features
tca in r12 bank account model benefits

Reduce number of access points to manage bank accounts

    • Centralized user interface
  • Improve visibility and control of bank accounts
    • Multi-org access control
  • Simplify bank reconciliation
    • Single bank statement can be reconciled across multipleOperating Units
  • Increase percentage of automatically reconciled transactions
    • Bank account level reconciliation parameters add flexibility
TCA in R12: Bank AccountModel Benefits
tca in r12 supplier representation

Supplier organizations are in TCA

Terms of doing business with the supplier arein Purchasing / Payables

Supplier organization, address, contact, phone, emailetc. are all in TCA

Employees are already in TCA, Payables using the same employee records in TCA

New supplier maintenance UI using TCA UI components

TCA in R12: Supplier Representation
tca in r12 benefits of supplier representation

Single repository for suppliers data

AR/AP netting

Oracle Payments serves as a payment data repository on top of the Trading Community Architecture (TCA) data model. The TCA model holds the party information. Oracle Payments then stores all of the party’s payment information and its payment instruments (including credit cards, debit cards, customer bank accounts, and supplier bank accounts).

TCA in R12: Benefits of Supplier Representation
tca in r12 legal entities

Legal entity is created as a party of party type ORGANIZATION or PERSON

An establishment is created as a party of party type ORGANIZATION.

TCA creates a new classification category called “Business Function”. It is used mainly to model what business functions a party can perform in E-Business Suite

For modeling legal entities and establishments in TCA, classification code “Legal Entity” and “Establishment” are created under the “Business Function” class category.

An establishment is created as a party and always link to a party that is classified as a legal entity through the relationship model

TCA in R12: Legal Entities
tca in r12 integration with hrms

TCA creates the global view of person

TCA enables you to store person Information at a corporate level

Person is stored as party in TCA

Comprehensive duplicate person check when entering a new person – Across the business group

Propagate some information entered in one business group to the record in the other business group

PER_ALL_PEOPLE_F.PARTY_ID is a foreign key to the HZ_PARTIES table, an integral part of Oracle's "Trading Community Architecture" (TCA).

TCA in R12: Integration with HRMS
why tca matters what you get

Architecture to model your customers and other trading partners as you see best for your business

Architecture that will grow with your requirements

Features to maintain extremely reliable customer information (e.g. ABC Co. is now sure that their supplier John of XYZ Inc is the same person as their customer, John of XYZ Inc)

Glue that ties several E-Business Suite flows in a seamless way

Customer Data Integration solution even if you are not running a single E-Business Suite module

Platform that can play a key role in your IT landscape for Master Data Management

Why TCA Matters: What you get
why tca matters what you have to do

Take a close look at how you do business and how your business processes are most efficiently performed

Ask questions about how you should model customer information e.g. which entities should be modeled as parties; when should you create an account; should you create multiple accounts for some parties; should you create multiple billing sites for an account; should you create account relationships

Even if you are implementing few modules of E-Business Suite to start with, keep in mind the bigger picture about customer information

Why TCA Matters: What you have to do