WMS ID 11179 updates to lab1&3

apps-cloud-adventure-cfo/03-risk-mgmt/risk-management.md

@@ -24,133 +24,126 @@ In this activity, you will:
 
     > Go to **Risk Management Cloud tab**, then click **‘Advanced Controls’**
 
-    ![Risk Management Cloud](images/image001.png)
+    ![Risk Management Cloud](images/1-task1-risk-management.jpg)
 
 
 2. 
 
-      > **Click** on the ‘**Models**’ icon on left side of screen (NOTE – ‘Models’ is the 2nd icon)
+      > **Click** on the ‘**Models**’ icon on left side of screen (NOTE – ‘Models’ is the 2nd icon).
+
+    ![‘Models’](images/2-task1-risk-management.jpg)
 
-    ![‘Models’](images/2-lab3-risk-management.png)
 
 3. 
 
-      > Use the search feature to **find control PTP-30001**
+      > **Select** Results Count **‘64’** (or whatever # is displayed) – to see results.
 
-    ![search feature](images/image003.png)
+    ![Results Count](images/4-task1-risk-management.jpg)
 
 4. 
 
-      > **Select** Results Count **‘75’** (or whatever # is displayed) – to see results. Take note the number of results displayed.
+      > Review the results. See Payables Invoice. Number column to see potential duplicates.
 
-    ![Results Count](images/4-lab3-risk-management.png)
+    ![Review the results](images/5-task1-risk-management.jpg)
 
 5. 
 
-      > Review the results. See Payables Invoice.Number column to see potential duplicates
+      > **Next, click the carrot ‘<’  to go back**.
 
-    ![Review the results](images/5-lab3-risk-management.png)
+    ![click the carrot](images/6-task1-risk-management.jpg)
 
 6. 
 
-      > **Next, click the carrot ‘<’  to go back**
-
-    ![click the carrot](images/image006.png)
+  Let’s see how easy it is to modify a control by adding a materiality threshold.  
 
-7. 
 
-  A common objective for business controls is to adapt controls to a company’s risk profile.  Materiality levels differ by company.  Here we see how easy it is to tweak the control to make more relevant and impactful for our own objective.
+    > •	Click the row (white space) for **‘CI-PTP-30001: Duplicate Payables Invoices’** so that the row becomes shaded blue (Do not click the Model name/hyperlink itself).
 
+    ![Duplicate Payables Invoices](images/7-task1-risk-management.jpg)
 
-    > •	**Select** the model **‘CI-PTP-30001: Duplicate Payables Invoices’** 
-    >	•	Note: Click the white space next to the hyperlink so the line  item becomes shaded blue (Do not click the hyper link itself)
+7. 
+
+    > Next, **click** the ‘**Actions**’ drop-down menu, then **select ‘Copy’**.
 
-    ![Duplicate Payables Invoices](images/image007.png)
+    ![drop-down menu](images/8-lab3-risk-management.png)
 
 8. 
-
-    > Next, **click** the ‘**Actions**’ drop-down menu, then **select ‘Copy’**
+  
+    > Click the hyper link for the newly-copied model.
 
-    ![drop-down menu](images/8-lab3-risk-management.png)
+    ![Click the hyper link](images/9-task1-risk-management.jpg)
 
 9. 
 
-    > Click the hyper link for the newly-copied model
+    > **Click Edit** in upper right corner.
 
-    ![Click the hyper link](images/image009.png)
+    ![Home Page](images/10-task1-risk-management.jpg)
 
 10. 
 
-    > **Click Edit** in upper right corner
+    > **Rename/append** the name of the model with **CAOxx** (the user you’re logged in as).
 
-    ![Home Page](images/image010.png)
+    ![Home Page](images/11-task1-risk-management.jpg)
 
 11. 
 
-    > **Rename/append** the name of the model with **CAOxx** (the user you’re logged in as)
+    > **Click ‘Add Filter‘**.
 
-    ![Home Page](images/image011.png)
+    ![Click Filter](images/12-task1-risk-management.jpg)
 
 12. 
-
-    > **Click ‘Add Filter‘**
 
-    ![Click Filter](images/image012.png)
+    > (1) Enter Filter Name ‘**Amount**’  <br>
 
-13. 
+    > (2) Select Object:  ‘**Payables Invoice**’  <br>
 
-    > (1) Enter Filter Name as ‘**Amount**’  <br>
+    > (3) Change condition to ‘**Greater than or equal to**’  <br>
 
-    > (2) Change condition to ‘**Greater than or equal to**’  <br>
+    > (4) Enter a dollar limit in **Value** field (NOTE – Value should be less than 500,000) <br>
 
-    > (3) Enter a number threshold limit in **Value** field (NOTE – Value should be less than 500,000)
+    > (5) Click **OK**
 
-    > (4) Click OK
 
+    ![Change condition](images/13-task1-risk-management.jpg)
 
-    ![Change condition](images/13-lab3-risk-management.png)
+13. 
 
-14. 
-
-    > **Click ‘Run’**
+    > **Click ‘Run’** > **Click ‘Yes’** > **Click ‘Ok’**.
 
-    ![Click Run](images/image014.png)
+    ![Click Run](images/14a-task1-risk-management.jpg)
 
-15. 
-
-    > **Click ‘Yes’**
+    ![Click Yes](images/14b-task1-risk-management.jpg)
 
-    ![Click Yes](images/image015.png)
+    ![Click Yes](images/14c-task1-risk-management.jpg)
 
-16. 
+14. 
 
-      > **Select ‘Monitor Jobs’** (to confirm the job completes)
+      > **Select ‘Monitor Jobs’** (to confirm the job completes).
 
-    ![Monitor Jobs](images/image016.png)
+    ![Monitor Jobs](images/16-task1-risk-management.jpg)
 
-17. 
+15. 
 
-    > Note: Job says ‘Completed’ once done 
-    > **Next, click the carrot ‘<’  to go back**
+    > Note: (1) Once job is ‘**Completed**’ (2) Next, **click the carrot ‘<’ to go back**.
 
-    ![Completed job](images/image017.png)
+    ![Completed job](images/17-task1-risk-management.jpg)
 
-18. 
+16. 
 
-    > **Click ‘View Existing Results ‘**
+    > **Click ‘View Existing Results ‘**.
 
-    ![View Existing Results](images/image018.png)
+    ![View Existing Results](images/18-task1-risk-management.jpg)
 
-19. 
+17. 
 
-    > Note: Results Screen shows Duplicate Invoice advanced control results – above the materiality threshold you selected in step 13.  **Click the carrot** ‘<’ to go back  <br>
+    > Note: Results Screen show updated results based on Amount threshold chosen in previous step.   <br>
 
-    > **Click the carrot ‘<’** to go back
+    > **Click the carrot ‘<’** to go back.
 
-    ![Home Page](images/image019.png)
+    ![Home Page](images/19-task1-risk-management.jpg)
 
 20. 
-    > **Select > Save and Close**
+    > **Select > Save and Close**.
 
     ![Home Page](images/image020.png)
 
@@ -165,4 +158,4 @@ In this activity, you will:
 ## Acknowledgements
 * **Author** - Michael Gobbo, Distinguished Sales Consultant, ERP Services
 * **Contributors** -  Steve Quinton, Team Lead – Risk Solutions 
-* **Last Updated By/Date** - Kevin Lazarz, August 2023
+* **Last Updated By/Date** - Ramona Magadan, Technical Program Manager, Database Product Management, August 2024

apps-cloud-adventure-cfo/04-predictive/predictive.md

@@ -20,96 +20,72 @@ In this activity, you will:
 
    ![Planning and Forecasting](images/image001.png)
 
-2. Here’s where you can visualize your revenue forecast for next year. Next we will see how we can utilize predictive analytics to create this and improve forecast accuracy.
-
-   > **Click** on the **‘2nd Vertical’** tab (on left side of screen)
-
-   ![Home Page](images/step-2.png)
-
-3. Here is where you can manually create a forecast based on both drivers and revenue using both percentages and adjustments.
-
-   > **Click** on the **‘Predict Volume’** Horizontal Tab
-
-   ![forecast](images/step-3.png)
-
-4. Here you can see a revenue forecast for unit sales by products. Let’s look at how you can use predictive planning to help you generate or validate this forecast.
+2. Here you can see a revenue forecast for unit sales by products. Let’s look at how you can use predictive planning to help you generate or validate this forecast.
 
    > Click the **‘Actions’** dropdown button
 
-   ![revenue forecast](images/step-4.png)
+   ![revenue forecast](images/image002.png)
 
-5. > Select the **‘Predictive Planning’** dropdown item
+3. > Select the **‘Predictive Planning’** dropdown item
 
-   ![HPredictive Planning](images/image005.png)
+   ![HPredictive Planning](images/image003.png)
 
-6. Here you are shown your predictive volume for Smart Phone 4 in. Note: how we can see past actuals in the chart on the left and future prediction in the chart on the right. Let's expand this view so you can see more details.
+4. Here you are shown your predictive volume for Smart Phone 4 in. Note: how we can see past actuals in the chart on the left and future prediction in the chart on the right. Let's expand this view so you can see more details.
 
    > Click on the [] **‘expand’** Icon
 
-   ![predictive volume](images/step-6-new.png)
+   ![predictive volume](images/image004.png)
 
-7. Expanding on the details you can see insights on the historical data as well as the accuracy of the prediction and which of the 13 prediction methods was most accurate. Let’s look at how you can change the time periods.
+5. Expanding on the details you can see insights on the historical data as well as the accuracy of the prediction and which of the 13 prediction methods was most accurate. 
 
    > Click on the **‘settings’** icon
 
-   ![historical data](images/image009.png)
-
-8. Here you are presented with a list of charts you can select from. Let’s see how you can Change the date ranges.
+   ![historical data](images/image005.png)
 
-   > Next, click **‘Date Ranges’**
+6. Here you can see prediction options.
 
-   ![list of charts](images/image010.png)
+   > Click **‘Close’**
 
-9. Here you can change the historical date ranges as well as how far into the future you would like to run predictions for.
+   ![historical date](images/image006.png)
 
-   > Click **‘Cancel’**
-
-   ![historical date](images/image011.png)
-
-10. Next let’s see how you can paste in the prediction values to seed a forecast.
+7. Next let’s see how you can paste in the prediction values to seed a forecast.
 
     > Click the **‘Paste’** Icon
 
-    ![prediction values](images/step-10.png)
-
-11. You are presented with the ability to paste either the prediction, best case, or worst case into your forecast. You can paste an entire forecast or a range of dates. You can also apply this data for all products or just the currently selected member. Let’s paste this forecast.
+    ![prediction values](images/image007.png)
 
-    > Click **‘Paste’**
+8. You are presented with the ability to paste either the prediction, best case, or worst case into your forecast. You can paste an entire forecast or a range of dates. You can also apply this data for all products or just the currently selected member. Let’s paste this forecast.
 
-    ![forecast](images/image014.png)
-
-12. You may receive the warning message shown below. If so, choose ‘OK’ to close the message. If not, continue to step 13.
-
-    > Click **‘Auto Predict Volume Horizontal Tab’**
+    > Click **‘Close’**
 
-    ![ predictive planning](images/step-12.png)
+    ![forecast](images/image008.png)
 
-13. You can see all of the values that have been pasted highlighted in yellow. Let’s look at how predictive planning can be automatically provided to you.
+9. Let’s look at how predictive planning can be automatically provided to you.
 
     > Click **‘Auto Predict Volume Horizontal Tab’**
 
-    ![ predictive planning](images/step-13.png)
+    ![ predictive planning](images/image009.png)
 
-14. The system is providing you with an error message letting you know you have unsaved changes. Let’s proceed.
+10. The system is providing you with an error message letting you know you have unsaved changes. Let’s proceed.
 
     > Click **‘OK’**
 
-    ![error message](images/image016.png)
+    ![error message](images/image010.png)
 
-15. Here you are automatically presented with a most likely, worst-case, and best-case scenario. This gives you the ability to validate and compare your sales volume forecast. Let’s return to the home and watch the rest of the walk through.
+11. Here you are automatically presented with a most likely, worst-case, and best-case scenario. This gives you the ability to validate and compare your sales volume forecast. Let’s return to the home and watch the rest of the walk through.
 
     > Click the **‘Home’** Icon
 
-    ![walk through](images/step-15.png)
+    ![walk through](images/image011.png)
 
-16. Adventure awaits, show what you know, and rise to the top of the leader board!!!
+12. Adventure awaits, show what you know, and rise to the top of the leader board!!!
 
     [![Cloud Adventure](../gen-images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:10:) 
-    
+
     [Click here](https://apex.oracle.com/pls/apex/f?p=159406:10:) 
 
 ## Acknowledgements
 
 - **Author** - Michael Gobbo, Distinguished Sales Consultant, ERP Services
 - **Contributors** - Steve Quinton, Team Lead – Risk Solutions
-- **Last Updated By/Date** - Kevin Lazarz, August 2023
+- **Last Updated By/Date** - Ramona Magadan, Technical Program Manager, Database Product Management, August 2024