order capture highlight

1. Order Capture 11 i Architecture

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

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

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

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

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

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.

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.

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