2. ORACLEquot; Copyright Oracle Corporation, 2001. All rights
reserved.
3. IL T Schedule: Timing Topic
4. 45 minutes LecturePractice 15 minutes 60 minutes Total
5. Objectives After completing this lesson, you should be able
to do the following: Describe the Oracle Internet Computing and
Oracle Order Capture Architecture Describe the application
dependencies of Order Capture. Identify the conditionally dependent
applications of Order Capture. Describe how APls, user interfaces,
and schema are used to integrate Order Capture with other
applications. Describe Trading Community Architecture Schema and
how it applies to Order Capture.ORACLEquot; Copyright Oracle
Corporation, 2001. All rights reserved. Instructor NoteReview with
class.For the section on APls, each participant will need a copy of
the OrderCapture Implementation Guide.For the section on Trading
Community Architecture, refer participants to thefollowing: Viewing
CRM Data in Accounts Receivable and the Development Guidefor the
eBusiness Customer Model.Customers who have signed the
Non-Disclosure Agreement will be able toreview this information.
You might have to prepare copies of these documentsbefore class. Be
familiar with it so you can address questions.All answers to the
practices can be found in the Answer Key.
6. Internet Computing Architecture
7. Desktop Tier Browser (The client) Appli catio n Tier Forms
Server Reports Server HTTP Server Apache
httpServerConcurrentProcessingServer Discoverer
ServerAdministrative Server Databa se Tier
8. ORACLE Copyright Oracle Corporation, 2001. All rights
reserved.
9. Internet Computing ArchitectureInternet Computing
Architecture is a framework for three-tiered, distributedcomputing
that supports Oracle Applications products. The three tiers are
thedesktop tier, the application tier, and the database tier.The
desktop tier provides the user interface display. With Internet
ComputingArchitecture, only the presentation layer of Oracle
Applications is on thedesktop tier in the form of a plug-in to a
standard internet browser.The application tier manages Oracle
Applications and other tools. OracleApplications software and other
tools are deployed on a middle tier of serversknown as the
application tier. This tier eliminates the need to install
andmaintain application software on each desktop client. The
software on theapplication tier also enables Oracle Applications to
scale with load and to keepnetwork traffic low.The application tier
servers operate very effectively over a WAN. Thedesktop client and
application server send a minimum amount ofinformation, such as
field value comparison differences, but do notexchange graphical
information such as screen painting.The database tier manages
Oracle 8i database which provides centralizedstorage and
schema.
10. Forms Based ArchitectureDatabase Tier Desktop
TierApplication Tierp
11. Dependencies for Order Capture Mandatory Y IN?
ApplicationFunctional Area 1/ 'c,, ....., Y Accounts ReceivableERP
AdVanced PricingYERP YBill of Materials ERP I'iiGeneral LedgerERP
Browser ResourcesHuman ERPHTTPServer y'runningApache http Inventory
ERP Y Jlnitiator, ServerIi Order ManagementERR Ya Java
plug-iniPayment N* CRM h Forms client 011I(II Forms Server I( I
I)Oracle ConfiguratorERP N*running in theI, Service Install BaseERP
N*same browser Order Capture * Conditionally RequiredCopyright
Oracle Corporation, 2001. All rights reserved.
ORACLEORACLEquot;Copyright Oracle Corporation, 2001. All rights
reserved. Forms Server and Forms ClientOrder Capture uses
Web-deployed forms, using the Oracle Forms Server. TheForms Server
mediates between the forms client, a Java applet running on
thedesktop, and the Oracle8i Database Server on the back end. The
Forms Serverproduces the effects a user sees on the desktop screen
and causes changes todatabase records based on user actions. Both
the Forms Server and FormsClient are components of Oracle Forms.
The two exchange messages across astandard network connection,
which may use either TCP/IP, or HTTP with orwithout SSL (Secure
Sockets Layer). All APls are PLlSQL.The Forms Client displays only
forms that have been Web-deployed andprovides field-level
validation, multiple coordinated windows, and data entryaids such
as a List of Values. A Java-enabled Web browser manages
thedownloading, start-up, and execution of the Forms Client on the
desktop.Another software component, the HTTP Server, helps start a
client sessionover the internal or external Web. The HTTP Server in
Release IIi is theApache HTTP Server. In installations that have
multiple Forms Servers, onlyone of the Forms Servers runs the HTTP
Server software. If you use more thanone Forms Server, Oracle Forms
also provides a CGI script that distributes theprocessing load
among the servers.Dependencies for Order Capture Order Capture is
dependent on several e-Business applications to be able to
function. These applications are Accounts Receivable, Advanced
Pricing, Bill of Materials, General Ledger, Human Resources,
Inventory, and Order
12. Management. Each of these applications has a separate
implementation process and supporting documentation. Implement
these applications and successfully place an order using Order
Management. At this point, you can implement Order Capture. Order
Capture uses data, schema, or processes information from the
dependent applications. Descriptions of how Order Capture is
dependent on these applications is provided below. Accounts
Receivable: Order Capture uses tax and customer data from Accounts
Receivable. Advanced Pricing: Order Capture accesses price lists,
discounts, and freight charges. Any changes to this information
must be done using Advanced Pricing.
13. Order Capture DependenciesBill of Materials: Order Capture
accesses the list of items or components thatmake up a product. For
example, the Envoy Desktop is made-up of a monitor,keyboard, hard
drive, and floppy disk. It also includes a list of products
withstandard warranties. Any changes to these lists must be done in
Bill of Materials.Note: BOM is also required for the conditionally
required application,Oracle Configurator, to function.General
Ledger: Order Capture accesses exchange rates to calculate price
totals.The General Ledger is an accounting mechanism which allows
customers to setup ledgers and books and store exchange rates.Human
Resources: In order for a sales representative to be valid, they
must be anemployee in the Human Resource application. If they are
not in the HRapplication, the sales professional cannot be a valid
sales representative and placean order in Order Capture in Release
11.5.3.Inventory: Order Capture accesses a list of items to be
sold, Availability toPromise (ATP), and reservation functions. Any
new products must be added usingthe Inventory Application. When
Order Capture books an order, the inventory isautomatically updated
in Order Management.Order Management: When Order Capture books an
order, it is done throughOrder Management. Order Management
provides a number to track the order.Using this number, you can
access the order through Order Management.Depending on whether the
order is Booked or Entered, various changes can bemade to the order
in Order Management. However, no changes can be made inOrder
Capture once the quote is booked/submitted. Conditional
DependenciesOrder Capture is conditionally dependent on other
applications given the needs ofa business. Examples of conditional
dependencies are iPayment, OracleConfigurator, and Service Install
Base. A description of how Order Capture isconditionally dependent
on these applications is provided below.iPayment: When a customer
pays with a credit card, Order Capture verifies acustomer's credit
through iPayment. The credit card account is verified by aseparate
verification application and sent back to Order Capture through
iPayment.This is an optional dependency. Order Capture will work
without the iPaymentapplication.Oracle Configurator: Oracle
Configurator is used in Order Capture to determinethe components a
user wants to purchase for a configurable item. For example,
aspecific type of hard drive or monitor for a computer. This is a
conditionaldependency. Order Capture will work without Oracle
Configurator.Service Installed Base: SIB provides serviceable
products in Order Capture thathave been purchased. These purchased
items are stored in this application. It alsouses the Order Capture
order feedback queue. This is a conditional dependency.Order
Capture will work without the Service Install Base
application.
14. Applications that use Order Capture Application GroupUIAPI/
OrderFeedback Queue Customer CareCRM XDepot RepairCRMXiStoreCRMX
iSupport CRMXX quot;Sales COhlmunic'ation CRM X Incentive
Compensation CRM XXService Contracts CRMX TeleSales (Quotes) CRM X
Service Install Base ERP ORACLEquot; Copyright Oracle Corporation,
2001, All rights reserved. Applications that use Order CaptureSome
applications depend on Order Capture for its user interface,
APls,schema or order feedback queue.
15. User Interface Integration
16. ORACLEquot; Copyright Oracle Corporation, 2001. All rights
reserved.
17. User Interface IntegrationApplications can integrate with
Order Capture by calling the Order Captureform. Some examples of
applications that use the Order Capture user interfaceare Oracle
TeleSales and Customer Care.TeleSales has fully integrated the
Order Capture form. When the user is inTeleSales, they can invoke
the Order Capture form from the Quote/ Order tabor through the
Opportunities tab.Customer Care allows the agent to access Order
Capture quotes and orders byaccessing Order Capture from a
pull-down menu in its toolbar. As a result, it ismuch more apparent
that you are going into a separate application.
18. API and Schema IntegrationIncentive iSupport Compensation
I)1'>Order CaptureAPls ~ ....... Schema ~ IfSalesiStore
Communication 11Depot Repair
19. ORACLEquot; Copyright Oracle Corporation, 2001. All rights
reserved.
20. APls and TablesOther applications may use Order Capture's
APIs, schema, and/or the orderfeedback queue but use their own user
interface. For example, the is toreshopping cart uses the same
schema as Order Capture does for quotes, but is toreuses its own
interface. You can view is tore shopping carts in the Order
Captureuser interface. So quotes and shopping carts are equivalent
and share the sameschema.The applications that use Order Capture
APIs and/or tables include DepotRepair, iStore, iSupport, Sales
Communication, and Sales Compensation.APIs provide the following
functions: Create quotes Copy quotes Update quotes Submit quotes
Create Orders Submit OrdersFor additional information on Oracle
Order Capture APIs, see the OrderCapture Implementation Guide.
There is a complete chapter on this topic.
21. API BackgroundCRM 11 i is architected to use APls to
perform the majority of all datamanipulations (inserts, updates and
deletes). Some of these APls are designated aspublic and are
designed so that customers can interface nonOracle systems intoCRM
or extend the functionality of the base products. Using APls vastly
simplifiesthis integration and extension and provides customers
with the same consistentbusiness logic and validation routines as
the CRM applications. Other APls areprivate, or internal APls-these
are designed for internal use only. Instructor NoteGo to the OC
Implementation Guide and review the APls with the group.
22. Order Capture Feedback Queue Order Management StatusChange
Information O~erCa~u~! .iiORACLEquot; Copyright Oracle Corporation,
2001. All rights reserved. Order Capture Feedback QueueOrder
Capture provides an infrastructure for the order feedback queue.
The orderfeedback queue is used by Order Management to communicate
order updatesasynchronously to any interested CRM
application.Oracle Service Contracts uses updated order information
to determine when tostart a contracts with a customer.Oracle
Service Install Base uses updated order information to keep a
currentrecord of the items that are shipped to a customer.Oracle
Sales Communications uses updated order information to understand
whatthe customer has purchased in order to provide services to the
customers.Oracle Incentive Compensation uses the updated order
information to identifywhat sales representative should get
monetary credit once an order is booked.
23. Practice: Integration Questions1. What are the application
dependencies of OrderCapture? 2. What do the application
dependencies provide to Order Capture? 3. What are the
conditionally dependent applications of Order Capture? 4. What
applications use Order Capture's userinterface? 5. What
applications use Order Capture's schema and/ or APls? 6. Describe
the functionality of Order Capture's APls. 7. What is the purpose
of the Order Capture orderfeedback queue?ORACLEquot; Copyright
Oracle Corporation, 2001. All rights reserved. Instructor
NotePractice: Integration Questions Reviewwith class and provide
answers. Reponsesin Practice Answer Key.
24. Order Capture and the TCA ModelI Person IPartyI
Organization I I Group II Relationship I ItAccount Financial
Account set up for a party. TCA Tables in Accounts Receivable
Parties = Organization, Person, Group, Relationship NOTE: CRM does
not support party of type, group.ORACLEquot;Copyright Oracle
Corporation, 2001. All rights reserved. Trading Community
Architecture (TCA)One of the most important components of the CRM
foundation is the customerdata model known as the Trading Community
Architecture or the TCA. Thispowerful model permits the Oracle
Applications to capture complex customerrelationships and enables
it to support flexible business models acrossindustries.TCA is a
generic schema designed to model complex customer relationships
likebuyers, vendors, wholesalers, and retailers. Order Capture and
all other OracleApplications use the TCA model to store data about
customers and vendors.Customer Data in Quotes, Orders and the TCA
ModelIn order to create Quotes and Orders, certain standard
customer information isnecessary. Some of the information, which is
optional when creating the quote,becomes mandatory when
transferring the quote into an Order. Generally, thiscustomer data
can be grouped into the following groups:Sold-To information,
Bill-To information and Ship-To information. Thiscustomer data is
found in the TCA tables.
25. TCA Terms - Entity Descriptions Party A party is an entity
that can enter into a business relationship. TCA supports four
types of parties. Currently, Order Capture uses Organizations and
Person. 1. Organizations A legal organization like Oracle or a
nonprofit organization like the University of Chicago. 2. Person A
person is an individual. 3. Relationship A party relationship
allows for the linking of any two parties, regardless of type. When
two parties are connected via a party relationship, a relationship
type is assigned which describes the relationship. For example,
quot;Headquarters of' or quot;Employee of.quot; 4. Group CRM
applications do not use the 4th party type, group. Account An
account is a financial roll-up point to track the monetary portion
of a customer's purchases and payments. An account stores details
about a customer relationship between a Party and your business.
When a party becomes a customer, through creation in the Accounts
Receivable customer screen, registering on iStore, creating a
quote, placing an order etc), an account is created and associated
to the party to track the attributes of the customer relationship.
A Party may have one or more Accounts. Each account may have only
one owner, but any number of other parties may also be associated
to the account in roles other than the owner. Note: An account in
ERP is considered a customer. In CRM, a party is considered a
customer.
26. 8.Order Capture and TCA Terms
27. ORACLEquot; Copyright Oracle Corporation, 2001. All rights
reserved.
28. Order Capture and TCASold-ToThe Sold-To Name is the actual
name of the customer. The Sold-To Customername appears in the first
line of the Order Capture form. The customer can be anorganization
or a person. The Sold-to customer is financially responsible for
theorder. For example, credit and collections will contact the
Sold-To customer ifpayment is not received.If your customer is an
organization, then the organization field is completed. If theFirst
Name field and Last Name fields are completed in this situation,
then theperson is a contact for the organization.If your customer
is a person, only the First Name field and the Last Name fieldmust
be completed. The organization field must be blank.Remember, in the
TCA Model, a person or organization is a party type. The Sold-To
Customer contains the name of the customer and the financial
account of thecustomer. The name and the account are two separate
entities in the TCA tables.Although customer data must already
exist in the TCA schema, Order Capturecannot add or change the
customer data for Release 11.5.3.Today, a sales agent can enter an
organization by placing their cursor in theorganization field and
clicking the LOV. A list of organizations is displayed fromwhich to
choose. A sales agent can also enter a person by accessing a LOV
byplacing their cursor in the First name or Last Name fields. A LOV
displays a listof people from which to choose.
29. Order Capture and TCAData Selection and Storage for Quotes
and OrdersSold-To Account NumberThis is the financial account
number for the Sold-To customer.When creating a quote in Order
Capture, the user is not required to enter a Sold-To Account
Number. The Sold-To Account Number can be added at any timeprior to
submitting the order. In Order Capture, when a quote is submitted
as anorder without an account number, and one does not exist for
the Sold-ToCustomer, then one will be created for the Sold-To
Customer. The Sold-To Partywill be the owner of the account. If an
account does exist for the Sold-ToCustomer, but was not selected,
the user will be prompted to select one. If thereis only one, then
it will be used by default.The account field is found in the first
line of the Order Capture form. Notice theLOV for the field. The
LOV will find all active accounts.Sold-To ContactThis is a person
who is a representative of the Sold-To Customer and acts as
acontact for communication about the quote/order as a whole. The
Sold-Tocontact information can be entered if the customer is an
organization. It is notnecessary to have a Sold-To Contact. If
there is to be one, it must be a validcontact for the Sold-To
Customer. It must have a valid relationship with the Sold-To
Party.If the customer is an organization, the Sold-To Contact
information is entered inthe First Name field and Last Name field
in the top of the Order Capture form. Ifthe customer is a person,
there is no way to enter the SoldTo Contactinformation.Bill- To
Contact and AddressThe Bill-To Contact is a person that may be
contacted regarding billingissues. The Bill-To Address is a
location where the bill is sent.It is not necessary to have a
Bill-To Contact, but if there is one, the Bill-ToContact must be
related to the Sold-To Customer. The Bill-To Address must berelated
to the Sold-To Customer. There is a LOVs available for both.In
Order Capture, the Bill-To Contact is entered in the Bill-To tabbed
page inthe bottom region of the form. This information is called
from the TCA schema.The same is true for the Bill-To information.
Check the Same for Ship-ToAddress field if the information is true
for the shipping contact and address.If there is no Bill-To or
Ship-To Contact or Address, Order Capture defaults toSold-To.
30. Order Capture and TCAShip-To ContactThe Ship-To Contact is
a person that may be contacted regarding shipping issues.It is not
necessary to have a Ship-To Contact. But, if there is one, then the
ship-tocontact must be related to the Sold-To Customer. A LOV exist
for both. Thisinformation is called from the TCA tables. Click the
Order Capture Ship-To tab toenter information if it is different
from the Bill-To information.
31. Practice: Order Capture and TCA Schema
32. represent? Explain how Order Capture uses the TCA Schema .
W h a td o e sT C AORACLE Copyright Oracle Corporation, 2001. All
rights reserved.
33. Practice: Order Capture and TCA ModelClass question and
answer discussion. Instructor NoteFor Responses see Answer Key
34. Summary After completing this lesson, you should be able to
do the following: Describe the Oracle Internet Computing and Oracle
Order Capture Architecture. Describe the application dependencies
of Order Capture. Identify the conditionally dependent applications
of Order Capture. Describe how APls, user interfaces, and schema
are used to integrate Order Capture with other applications.
Describe Trading Community Architecture Schema and how it applies
to Order Capture.
35. ORACLEquot; Copyright Oracle Corporation, 2001. All rights
reserved. Instructor NoteReview with class.
36. Order Capture 11 i ArchitectureAnswer KeyORACLEquot;
Copyright Oracle Corporation, 2001. All rights reserved.
37. Practice Solution: IntegrationQuestions 9. What are the
applicationdependencies of Order Capture? 10.What do the
application dependenciesprovide to Order Capture? 11.Name the
conditionally dependentapplications of of Order Capture. 12.What
applications use OrderCapture's user interface? 13.What
applications use OrderCapture's schema, APls, and/ororder feedback
queue? 14.Describe the functionality of OrderCapture's APls.
15.What is the purpose of the OCorder feedback queue?Copyright
Oracle Corporation, 2001. All rights reserved.ORACLEquot; Practice
Solution: Integration Questions 16. The dependent applications of
Order Capture are Accounts Receivable, Advanced Pricing, Bills of
Materials,Inventory, General Ledger, Human Resources, and
OrderManagement. 2 a. Order Capture depends on Accounts
Receivableto calculate tax and access customer general ledger data.
b. Order Capture accesses price lists, discounts and freight
charges from Advanced Pricing. Any changes to this information must
be done in Advanced Pricing.c. Order Capture accesses items that
are in inventory and alsoqueries the Bill of Materials. For
example, theEnvoy Desktop is made up of a monitor, keyboard,
hard
38. drive, and floppy disk. 17. Order Capture accesses a list
of items to be sold, Availability to Promise (ATP), and
reservationsfunctions from Inventory.
39. Practice Solution: Integration Questions Continued e. Order
Capture sends a booked order to Order Management that sends back an
order number for future reference. Any changes to the order after
it is booked or entered, may be done in Order Management. f. Order
Capture uses General Ledger to calculate exchange rates and tax
data. 18. Human Resources is used to list employees in tables.
Salesrepresentatives must be listed in the Human Resource tables to
be valid sales representatives in Release 11.5.3. 19. The
conditionally dependent applications of Order Capture are
OracleConfigurator, Service Install Base,and iPayment. 20. The
applications that use Order Capture's user interface are
Telesalesand Customer Care. 5. The applications that use Order
Capture's APIs and schema are Depot Repair,iStore, iSupport,
IncentiveCompensation, Sales Communications. 21. Order Capture's
APIs create, copy, update and submit quotes. They alsocreate and
submit orders. 7. Order Capture provides an infrastructure for the
order feedback queue. The order feedback queue is used by OM to
communicate order updates asynchronously to any interested CRM
application. Service Contracts and Install Base use this
functionality, also. It is available to all CRM applications.