mSCOA â eThekwini Case Study - Classifi
mSCOA – eThekwini Case Study
Agenda
Background Understanding requirements Technical Solution
Proof of Concept What we Achieved
Oracle commitment
Background Engagement with eThekwini o o o o
Scope of upgrade project mSCOA impact on Project Governance & Controls Planning impact
Team approach between Oracle, eThekwini & EOH in solution design
Understanding mSCOA Business requirement, was to understand: o Difference between SCOA and Standard Chart of Accounts o Followed by a detailed understanding of mSCOA and National Treasury requirements o The mSCOA terminology • Long code • Short code • GUID code
o The 7 Segments• Function / Municipal classification, Item, Fund, Project, Costing, Region, – And the meaning and how to apply them
Collectively the team: o Understood • the mSCOA Business requirement • this was NOT a mapping exercise
o The Key understanding being…
Details must be held at TRANSACTIONAL level in the General Ledger
Technical Solution Key Objectives were to ensure that…. o The changes made were not intrusive o The upgrade path was not to be compromised o We were to use the JD Edwards development tools to develop the solution o System integrity would to be maintained o To comply with standard JDE, ensuring the use of • JDEdwards reports • JDEdwards enquiries • JDEdwards integrity processes
o An easily configurable approach to application o Design that allowed for further enhancements & changes
Technical Solution • Where this all took us……………
SCOA Information Stored
Example: Procurement Process Business
Procurement
Finance
Capture Requisition
Authorise Requisition
Convert to Order
Send to Supplier
Record Delivery
Match Voucher
Pay Voucher
Example: Procurement Process Business
Procurement
Finance
Capture Requisition
Authorise Requisition
Convert to Order
Send to Supplier
Record Delivery
Match Voucher
Pay Voucher
Example: Procurement Process
Proof of Concept
Presented our solution to: o eThekwini mSCOA project team o eThekwini Steering Committee o National Treasury o ……we received a sign off from all parties
What we Achieved? Maintained standard system integrity Developed a Concept that would minimise changes to standard functionality Plug n Play solution ~ developed as an extension System processes remain standard o Inquiries o Integrities o Reporting
Oracle have stated that …… This solution will … o o o o
Be part of future localization for JD Edwards mSCOA Oracle is fully Supporting the solution Fully Upgradable Oracle is validating the solution
General Questions
Thank You
Agenda
Background Understanding requirements Technical Solution
Proof of Concept What we Achieved
Oracle commitment
Background Engagement with eThekwini o o o o
Scope of upgrade project mSCOA impact on Project Governance & Controls Planning impact
Team approach between Oracle, eThekwini & EOH in solution design
Understanding mSCOA Business requirement, was to understand: o Difference between SCOA and Standard Chart of Accounts o Followed by a detailed understanding of mSCOA and National Treasury requirements o The mSCOA terminology • Long code • Short code • GUID code
o The 7 Segments• Function / Municipal classification, Item, Fund, Project, Costing, Region, – And the meaning and how to apply them
Collectively the team: o Understood • the mSCOA Business requirement • this was NOT a mapping exercise
o The Key understanding being…
Details must be held at TRANSACTIONAL level in the General Ledger
Technical Solution Key Objectives were to ensure that…. o The changes made were not intrusive o The upgrade path was not to be compromised o We were to use the JD Edwards development tools to develop the solution o System integrity would to be maintained o To comply with standard JDE, ensuring the use of • JDEdwards reports • JDEdwards enquiries • JDEdwards integrity processes
o An easily configurable approach to application o Design that allowed for further enhancements & changes
Technical Solution • Where this all took us……………
SCOA Information Stored
Example: Procurement Process Business
Procurement
Finance
Capture Requisition
Authorise Requisition
Convert to Order
Send to Supplier
Record Delivery
Match Voucher
Pay Voucher
Example: Procurement Process Business
Procurement
Finance
Capture Requisition
Authorise Requisition
Convert to Order
Send to Supplier
Record Delivery
Match Voucher
Pay Voucher
Example: Procurement Process
Proof of Concept
Presented our solution to: o eThekwini mSCOA project team o eThekwini Steering Committee o National Treasury o ……we received a sign off from all parties
What we Achieved? Maintained standard system integrity Developed a Concept that would minimise changes to standard functionality Plug n Play solution ~ developed as an extension System processes remain standard o Inquiries o Integrities o Reporting
Oracle have stated that …… This solution will … o o o o
Be part of future localization for JD Edwards mSCOA Oracle is fully Supporting the solution Fully Upgradable Oracle is validating the solution
General Questions
Thank You
