AGIS Out of the Box


When I was about 10 years old I got a new electric train set for Christmas, but before I got to play with it I had to pinch a plug from one of my siblings toys and fit the only available (and dangerously mismatched) fuse in it. Then I had to read a complicated set of instructions to assemble a delicate set of parts and it was a minor miracle that I had it working before the New Year.

Now when I buy something new, the first thing I do is open the box, turn it on and press buttons to work out how to use it, if I get stuck I maybe look to see if they have a quick start guide. Consumer goods manufacturers make things very intuitive and ready to work right out of the box these days and we have grown to expect that. Remember that iMac add? step 1: plug into power, step 2: plug into a phone line, step 3: – there is no step 3! Wow can I have an ERP system like that please?

When designing AGIS for R12 we tried to minimize the time it would take to get started entering transactions in an initiative we internally called ‘AGIS out of the Box’. I have to give credit to this idea to my former bosses Joe and Terrance for initiating this, but the whole team stopped, sat down and thought about what we could do to allow users to open the box and start using AGIS right away.

We came up with a few ideas

1) No profile options

No not a single one, we created a system options page so no need to search through thousands of profile options or read our minds (or even the manual) to figure out what options there are, they are where you might expect them; in a tab marked ‘Options’

2) Seeded System Options

We ship with the options for the most straightforward (according to us) options set already; change them if you want, we won’t be offended

3) Seeded Transaction Type

We seeded a default transactions type, again with the most simple options (no approvals and no invoicing required) so you can use that or create your own if you prefer.

4) Automatically create Intercompany Organizations

You’ve already taken the time to enter your Legal Entites, or maybe they were upgraded from 11i so just kick off our process to classify them all as Intercompany Organizations for you. This might save some people a lot of typing and to be honest, it was not too time consuming to code. Again create them yourself if you prefer a more granular definition of your Intercompany Orgs

5) Super User, Super fast Security Set Up

If you have some users who need to have access to all Intercompany Organizations, we have a button on the security page that will do that for you. I just hope your read this or noticed it before you typed them in manually!

6) Create Intercompany Customers and Suppliers

If you need invoices for your AGIS transactions then you might end up creating a lot of Customers and Suppliers, sites for each OU and then you need to associate them to an Intercompany Org so we know which one to use when. That’s too much, so we try to help create them for you from our Customer and Supplier Association UI, just pick an LE and we’ll create everything that needs behind the scenes for all the Orgs and OU. Again if you want you can do it manually, no pressure to do it our way.

Now just because we added a few features in one product it doesn’t mean R12 is as easy to set up as an iMac. What it does show is that by switching our way of thinking we were able to provide some useful features to ease set up at a very low cost to development. So it is possible to simplify our setup and if we put our minds to it I think all products could find easy (ie. low cost, low risk) ways to save implementors time. It’s too easy to just throw our hands in the air and say that ERP software is complex by nature and that’s why our set up is so difficult and time consuming, then add another profile option that customers need to set but only find out about when they log an SR because a feature has stopped working. People used to think personal computers and the internet were for geeks, but now my mum uses it to do her shopping.

What do you think, will we ever get ERP out of the box? Sound off in the comments.

Author: David Haimes

I'm Senior Director in the Oracle Research and Development Organization, with close to 20 years working in various roles on the development of the Financial Management product suite.  Since the summer of 2016 my focus is exclusively on working with customers and longer-term design work, particularly around next-generation functional and technical architecture. My task is to figure out NOW what the financial management system of the next 3, 5 or more years should look like and start working toward it.  At the moment the majority of my time is spent working on Blockchain or Distributed Ledger Technologies (DLT), leading the effort for all of SaaS applications.  I'm also interested in AI, Machine Learning and new UX and interaction paradigms such as chat bots. I started out in Oracle UK and found my way out to Oracle's Redwood Shores, California HQ in May 2000.  My previous role was product owner for Fusion Accounting Hub, General Ledger, Intercompany and Legal Entity products in Oracle Fusion Financials and eBusiness Suite General Ledger. I have also worked on EMEA Globalizations, Federal and Public Sector Financials, XML Payments and a variety of projects on other products down the years.

5 thoughts on “AGIS Out of the Box”

  1. Dave, Hope you have a wonderful time in …

    That’s one area where I found is really great enhancement is “security and approvals”.

    Now, the centralize version of advance GIS really helps IC accountant to processes intercompany transactions to there many IC organizations within there business model.

    What we have in R11i where each responsibility has only one subsidiary assigned, therefore a user can initiate intercompany transactions for one subsidiary from each responsibility , the new version the user can initiate intercompany transactions for many trading partners without changing responsibility.

    Would like to hear from you greater details , is there “Sweep options before period closure ” in R12.

    There was a real need in one of client , which we used 11i.


  2. Yes – there is a sweep option in AGIS, so I can sweep any open transaction batches to a later period.

    I think we have an enhancement logged by a a customer to allow sweeping at the transaction level, which if you have a lot of large batches becomes an important requirement.


  3. You have hit on a topic near and dear to my heart. We are currently having a discussion on this exact topic with Talent Management. Thanks for giving us some info on how you’ve addressed this in Financials, we might be coming back to you on this topic as we progress.


  4. Meg

    Great to hear that you’re already thinking about this, I feel strongly about this too. I’d be happy to discuss our thoughts and see if we can get some more ideas from your group.


  5. We are on 11i and are planning to implement AGIS. Is there any backwards compatible capability that would allow us to utilize the new tools in AGIS until we upgrade 11i?


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