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Note:1628024.2
SalesLeadtoCashEBSBusinessProcessAdvisor
Welcometothe'SalesLeadtoCash'EBusinessSuiteProcessAdvisor
Scope
ThisNotecoverstheSalesLeadtoCashBusinessflow,andencompasses:
ASalesRepresentativebeinginformedaboutanewprospect,
Theprospect/leadisqualified,
TheLeadisconvertedintoanOpportunity,
AnActionPlaniscreated,
TheActionPlanisexecuted,andaQuoteiscreated.
TheQuoteisconvertedtoaSalesOrder.
Theorderedgoodsarepickedandshipped.
Aninvoiceiscreatedandsubmittedtothecustomer.
ThedetailsinthisNoteareapplicabletoRelease11.5.10.2oftheEBSapplicationsonwards.
ForanexplanationofhowtonavigatearoundthisNotepleaseclickonthe'Howtousethisdocument'linkabove,andopenthecollapsablesections(indicatedwith )
ThereareknownissueswhenattemptingtoviewsomeofthegraphicalelementsofthisNotewhenusingInternetExplorer.Oracleisunabletocontrolthislimitation,soitisrecommendedthatanother
browser,(suchasFirefoxorChrome),shouldbeusedtoviewthisNote.
Background
TheOracleEBusinessSuite(EBS)isreleasedasacollectionofseparatemodules.Thesupportingmaterial,suchastheImplementationandUserGuidesfocusonthesetupanduseofthesemodules,and
tendnottodetailthefunctionalityorrequirementsoftheothermodules,northeflowofinformationbetweenmodules.Asmostcustomersusuallyimplementmultiplemodulesthereisaneedtoknow
howdataisthenpassedfromonemoduletotheother.
Aim
TheaimofthisNoteistoprovidematerialwhichsupplementstheEBSCRMProductdocumentation,andtodetailthemodellingoftheSalesLeadtoCashbusinessflowbydescribing:
ThefullBusinessFlowfrombothaProcessandProductperspective
DetailsonspecificHotSpotswheredataandcontrolpassesbetweenmodules
Acompleteendtoendsetuptoassistwithbasicoperationsandtestcasecreation
LinkstoadditionalsupplementaryinformationtoassistwithTroubleshootingandDiagnostics.
Troubleshooting
Thepurposeofthisdocumentisnottorepeatthedetailedtroubleshootingtipsthatareavailableinexistingnotes(thesecanbefoundbyinterrogatingtheTroubleshootingsectionsoftheInformation
CentersforTeleSales,andOrderManagement),butitwillassistwithunderstandinghowthebusinessflowoperatesandhowdataandcontrolpasseswithinit.Whererelevant,additional
troubleshootinganddiagnosticsnotesarelinkedintoeachsection.
ForafulllistofallProductInformationCenters,whichprovidelinkstoproductspecificTroubleshooting,Upgrade,Patchingandothertipsandtricks,pleasenavigatetoEBusinessSuiteProduct
InformationCenterIndex(DocID444.2).
BusinessFlows
Manyprocessesarecommontodifferentorganizations,andanumberoftheseBusinessFlowshavebeenidentifiedwhichdescribethetypicalprocessesundertakenbyexistingEBSusers.
Theseflowsidentifythebasicstepswhichareexecutedtoachieveagoal.
Eachstepissummarisedinafewwords,andrepresentedbyablockonadiagram(seetheSalesLeadtoCashBusinessFlowtab).
Eachblockcanthenbebrokendownfurtherintomoredetailedsteps.
TheobjectiveoftheBusinessFlowisnottoprescribetheactivitiesthatausercanundertake,but,byexplainingtheflowofdata,tosummarizethetaskswhichothersuccessfulcustomershaveperformed
whenaddressingaparticularbusinessneed.
ThisNotecoverstheSalesLeadtoCashflow,whichisoneofthemanyflowswhichhavebeenidentifiedbyOracle.Itcoverstheprocesswhere:
ASalesRepresentativeisinformedaboutanewprospect,
Theprospect/leadisqualified,
TheLeadisconvertedintoanOpportunity,
AnActionPlaniscreated,
TheActionPlanisexecuted,andaQuoteiscreated.
TheQuoteisconvertedtoaSalesOrder.
Theorderedgoodsarepickedandshipped.
Aninvoiceiscreatedandsubmittedtothecustomer.
PleaseseetheRelatedFlowstabforalistoftheotherflowswhichhavebeenimplemented,togetherwithanindicationofthescope,andmoduleswhichareemployed.
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HowtoReadThisDocument
TheSalesLeadtoCashEBSBusinessProcessAdvisordocumentisdesignedtoallowfreenavigationbasedontheneedsofthereader.Theorderinwhichthetabsarereviewed,isdowntothe
individual.Thefollowingsectiondescribeseachofthetabsindetailalongwitharecommendedapproachtonavigation,basedoncommonscenarios.
WhatdotheTabscontain?
SalesLeadtoCashFlow
TheSalesLeadtoCashtabcontainsanoverviewofthebusinessflowfromthefollowingviews:
1.ProcessFlowdescribesthebusinessflowfromtheperspectiveoftheprocessesandfunctionsinvolved.
2.ProductFlowmapsthebusinessprocessesontoOracleEBSCRMproductsutilisedwithintheflow.TheProducttabgivesanoverviewofeachoftheseproductsalongwithusefullinkstothe
relevantsectionsofthe12.xproductdocumentation.ThediagramalsohighlightsHotspotswherecontrolanddataispassedbetweenmodulesthesearefurtherexplainedintheHotspotstab
seebelow.
3.DemonstrationScriptabasicendtoend'handson'exercisetohelptofamiliarisethereaderwiththeendtoendprocessandtheproductsinvolved.Eachstepisbrokendownintominiguides.
4.ExampleSetupGuidecontainsdetailsofthebasicsetuprequiredtoenablethebusinessflow,includingvideostoillustratetheprocess.
Hotspots
TheHotspotstabgivesdetailsonhighlightedareasofthebusinessflow,particularlywheredataandcontrolpassesbetweendifferentproducts,orwheretheunderlyinglogicrequiresfurtherexplanation
orclarification.
Eachsectioncontains:
1.AdescriptionoftheparticularHotspot,whereitoccurs,andanoverviewoftheproductsinvolved.
2.Adescriptionoftheinteractionbetweentheapplications,alongwithapictoralrepresentationoftheflow.
3.Sidebarcontaininglinksto:
1.Integrationnotes:Thesenotescontainanindepthdiscussionintotheflowofdata,frombothafunctionalandtechnicalperspective,betweenproductsinaspecificHotspot.Thecontents
alsocoverusefulSQL,setupconsiderationsandothertroubleshootingsteps.
2.Diagnostics:WherethereisaspecificDiagnosticsscriptfortheHotspot,thisislinkedintothesection.
3.Troubleshooting:AdynamiclistoftroubleshootingnotesrelatedtotheHotspotandtheproductsitcovers.
4.ProductInformationCenters:SpecificInformationCenterdocumentscontainingfurtherdetailsoftroubleshootingtopics,announcements,updates,communitythreads,etc.,foreachof
theproductsintheHotspot.
5.OracleDocumentation:LinkstospecificsectionsofOracledocumentationdetailingrelevantsetupforeachoftheproductsintheHotspot.
RelatedFlows
TheRelatedFlowstabgivesdetailsofotherbusinessflowsandBusinessProcessAdvisornotesrelated,eitherdirectlyorindirectly,totheSalesLeadtoCashnote.Thisallowsthereadertofurther
investigateandresearchtheintegrationandflowofdataandprocessesaroundtheOracleCRMsystem.
Howtousethedocument
Understanding
Topicsrelatingto'Understanding'arecoveredinthefollowingKeyTabs:'SalesLeadtoCash'BusinessFlow,Hotspots,RelatedFlows
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TheBusinessProcessAdvisornotesaretheperfectwaytofurtheryourunderstandingofhowproductsandprocessesinteract.Eachofthetabsprovideadifferentperspectiveonthebusinessflow:
TheSalesLeadtoCashBusinessFlowtabcontainsdetaileddescriptionsontheinteractionbetweenproductsandprocesses,alongwiththeflowofdataandcontrolbetweeneach.Thebasicset
upguidegivesthereaderdetailsofsettingupasimpleexampletoassistunderstandingandproductknowledge.
The'Hotspots'tabgivesindepthdetailsforspecifichighlightedareasofproductinteractionandintegration.Integrationnotesshow,onbothafunctionalandtechnicallevel,howthedatais
passedfrommoduletomodule,keysetuptobeconsideredandareasofparticularinterest.
The'RelatedFlows'taballowsthereadertobuildontheknowledgegainedwithinthisnote,tolinkintootherrelatedflows.
Troubleshooting
Topicsrelatingto'Troubleshooting'arecoveredinthefollowingKeyTab:Hotspots
Whilstthisdocumentisnotdesignedtooffera'quickfix'(e.g."Ihaveerror'ORA11111'andwanttoknowhowtoresolveit."),itdoesgivethereader:
DetailsofProductsandProcessesengagedintheareawheretheerrorarises.
Anunderstandingoftheflowofdataandcontrolbetweentheseproductandprocesses.
DetailsofspecificHotspotsandintegrations,alongwithtipsonhowtotrackdataasitpassesthroughthemodules,andsetuptoinvestigate.
EndtoEnddemo/setupscriptstoassistwithtestcases.
Linkstoadditionalresources(ProductInformationCenters,Troubleshootingnotes,diagnostics,productdocumentation,etc).
Allofwhichwillassistinpinpointingtheareainwhichissuesoccur,andaidsettingupoftestcasesandissueanalysis.
ForspecificProblem>Resolutionissues,however,werecommendtheEBusinessSuiteProductInformationCenterIndex(DocId:444.2)andKnowledgeSearchinMOS
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'SalesLeadtoCash'BusinessFlow
'SalesLeadtoCash'Flow
ThisNotecoverstheSalesLeadtoCashbusinessflow,whichforthesakeofexplanationhasbeenbrokendownintothreesubflows:
Eachhighlevelflowmaybefedfromoneormoreotherflows(inthiscase,theLeadtoOpportunityflowcouldbefedfromtheCampaigntoLeadprocess,andtheOrdertoCashflowcouldleadto
theServiceRequestCreationtoResolutionflow).
Toviewthecontentsofeachsubflowclickoneachoftheexpandablesectionsbelow.
FlowScope
FlowScope
Atahighlevel,theSalesLeadtoCashflowdescribesthereceiptofacontactfromanexistingcustomer,expressingtheirinterestinpurchasingaproduct.ThisinformationiscapturedbytheSales
Agent,asaLead.Followingqualification,theLeadisconvertedintoanOpportunity,whichisthenassignedtoasalesrepresentative.Havingassessedthesituation,therepresentativeprocessesthe
Opportunity,andconvertsitintoaQuote.AssumingtheQuoteisaccepted,aSalesOrderiscreated.Thisisprocessed,andtheordereditemsarePickReleased,andShipConfirmed.Oncethegoods
havebeendelivered,anInvoiceiscreated,andthenpaymentcollectedfromthecustomer.
Dependingonthemoduleswhicharebeingimplemented,differentlevelsoffunctionalitycanbedelivered,forexample:
Multichannel,web,andtelesalesprocessintegratedoutofthebox.
AReturnsprocesscanbesupportedusingtheInventorymodule.
'AvailabilitytoPromise'checkscanbeperformedonceanitemisaddedtoaSalesOrder.
Anitemcanbeconfiguredtomeetthecustomersrequirements.
Salescompensation(paymenttosalesstaffbasedontheirlevelofsales).
Themoremoduleswhichareimplemented,themorefunctionscanbeenabled,andsothescopeoftheflowcanbeextended.
TheprocessflowoutlinedinthediagramsandtablebelowassumesafootprintincludingTeleSales,CRMFoundation,OrderManagement,Quoting,Inventory,andAccountsReceivables.Othermodules
couldbeaddedtoenhancetoleveloffunctionality.
'LeadtoOpportunity'subflow
TheLeadtoOpportunitysubflowcovers:
Thecreationandqualificationofalead.
Theconversionofaleadtoanopportunity.
Theseprocessescanberepresentedinthediagrambelow:
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'OpportunitytoOrder'subflow
TheOpportunitytoOrdersubflowcovers:
Theprocessingoftheopportunity.
Theproposalofasolution.
Theconversionoftheopportunitytoaquote.
Negotiationontheprice.
Settingthepaymentandshippingoptions.
Placingtheorder.
Theseprocessescanberepresentedinthediagrambelow:
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'OrdertoCash'subflow
TheOrdertoCashsubflowcovers:
Thepickingandshippingofthegoods.
Thecollection,transport,anddeliveryofthegoods.
Theinvoicingofthecustomer,andcollectionofcash.
Theseprocessescanberepresentedinthediagrambelow:
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FlowProcess
FlowProcesses
ThefollowingtableprovidesabriefexplanationofthestepscoveredbytheBusinessFlow.
Function Description
CollectProspectDetails Receiveacommunicationfromacustomer(viaphone,email,other
channel),expressinginterestedinpurchasingaproduct.Manually
recordthisinteraction.
CreateLead,andidentifytheProduct(s)ofinterest CreatetheLead,andrecorddetailsoftheproductthecontactis
interestedin.
QualifytheLead Validatetheauthenticityoftherequirement.
ConverttheLeadtoanOpportunity Converttheleadtoanopportunity.
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AssigntheOpportunity Assigntheopportunitytoasalesrepresentative.
ReviewtheOpportunitydetails Thesalesrepresentativereviewstheopportunity.
ContacttheProspect Theprospectiscontacted,anddiscussionsrelatingtothe
requirementareundertaken.
UpdatetheOpportunitydetails Theopportunityisupdated,andsaved.
Assessthesituation ReviewthecurrentsituationoftheOpportunity.
Identifytherequirement Identifywhatthecustomerrequires.
Proposeasolution Submitaproposalofthesolutiontothecustomer.
Gaugeinterest Assesstheinterestofthecustomerintheproposedsolution.
Iftheproposedsolutionisacceptable,converttheOpportunitytoa
ConverttheOpportunitytoaQuote Quote.
UpdateQuote UpdatetheQuoteasrequired.
PresenttheQuotetotheprospect DelivertheQuotetothecustomer.
Negotiateprice Negotiatetheprice,asappropriate.
Recordpaymentandshippingoptions Agreeandrecordthepaymentandshippingoptions.
Booktheorder CreateandbooktheSalesOrder.
ReleasetoWarehouse Releasedetailsoftherequiredgoodstothewarehouse.
Generatewarehousedocumentation Produceanydocumentationneededtopickandshipthegoods.
Picktheitems Performthepickingofthegoods,andsendtothestaginglocation.
GeneratetheShippingdocuments Generatetherequiredshippingdocumentset.
ShipConfirm Transfergoodsfromthestaginglocationtothecarrier,andconfirm
thetransactions.
Carrierpicksupanddeliversgoods (Thisactivityisperformedoffthesystem).
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Autocreateinvoice Onceconfirmationofdeliveryisreceived,raiseandsubmitthe
invoiceforthegoods.
CashCollect Processthereceiptoffundsfromthecustomer,inpaymentforthe
deliveredgoods.
FlowDemonstration
FlowDemonstration
Toseean11.5minutevideodemonstatingthestepscoveredbytheSalesLeadtoCashflowpleaseclickonthefollowinglink.
VideoLeadtoCashFlowDemonstration(11:36)
ProductFlow
Eachflowcanspandifferentproducts.
TheSalesLeadtoCashbusinessflowcanberepresentedbythefollowingproductflow.
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Thefirstcolumnontheabovegraphicliststhetasks(whicharealsoreferencedontheProcessFlowdiagrams),e.g.Create+QualifyLead,ProcessOpportunity,etc.
The'module'rowlisttheOracleApplicationmoduleswhichareusedbytheflow,e.g.Sales,Quoting,.....
Theblocksinthebodyofthegridindicatetheindividualorgroupsofscreens/concurrentprogramswhichareusedtocompletethebusinessflow.
ProductSummary
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ConversiontoaSalesOrder. OracleOrderManagement(ONT)/ Mandatory:TheOrderWorkbenchdisplaystheSales
OrderManagement Order,andpermitsmaintenanceofthedetails.
RelatedProducts
AsidefromthekeyproductsinvolvedintheSalesLeadtoCashflowmentionedabove,thereareanumberofoptional/supplementaryproductsthatshouldbeconsideredforuse.Byclickingonthe
linksinthetablebelowtheuserguidesfortherelatedproductsshouldbedisplayed,allowingyoutoreviewthefunctionalityprovidedbyeachproduct.
SalesLeadtoOpportunity
ThefollowingstepsdescribethebasicstepsusedtocompletetheSalesLeadtoCashbusinesflow,asshownintheattachedvideo.Thevideoreferencessomeofthesamedatausedinthe'Service
RequestCreationtoResolution'flow.Inthiscase,theprocessis:
Receivecontactfromaknowncustomer(JaneDevlinofLocearCorp.),enquiringaboutthepurchaseof10laptopsfromVisionCorp.
CreateaLead.
ConverttheLeadtoanOpportunity.
ProduceaQuote.
ConverttheQuotetoaSalesOrder.
PickandShipthegoods.
RaiseanInvoice.
Note:ThevideoandassociatedstepsdescribedinthissectionaretoprovidefunctionalreferencestotheindividualelementsoftheSalesLeadtoCashflowandarenotdesignedtobeacomprehensive,
orevenrecommended,guidetoallpossibleapproachestoeithersetuporprocess.
Step1:CreateandQualifytheLead
Step1:CreateandQualifytheLead
OverviewoftheSteps
CollecttheProspect'sdetails.
CreatetheLead,andidentifytheproductsofinterest.
QualifytheLead.
Steps
1. CreateandQualifyLead.
1.1 CollecttheProspect'sdetails.
1.2 CreatetheLead,andidentifytheproductsofinterest.
1.3 QualifytheLead.
CollecttheProspect'sdetails.
1.1
OpentheeBusinessCenterscreenandretrievethedetailsforthecontact/organization.
Searchfortherequired TheUniversalSearchpopupappears,displayingthedefault
1.1.2 PresstheFindicon
contact/organization Findcondition.
OntheQuickSearchtab
entertheFirstNameand
1.1.3 EntertheQueryconditions LastNameofthecontact. TheResultsaredisplayed.
(B)Search
Selectthedesired Selectthedesired
contact/organization TheeBusinessCenterdisplaysthedetailsfortheParty
1.1.4 contact/organizationfrom
Relationship.
theResults (B)OK
Reviewtheinformation
1.1.5 Verifythedetailsdisplayed displayedontheeBusiness
Center
CreatetheLead,andidentifytheproductsofinterest.
1.2
FromtheeBusinessCenterscreenopentheLeadtab,andentertherequireddetails.
TheLeadtabwillbedisplayed,showingthedefaultdata(e.g.
1.2.1 OpentheLeadtab (T)Lead.
Location,Status....).
EntertheLeadName,Sales
Channel,andBudget
Enterthedesired Amount,andBudgetStatus.
Thedesiredinformationisentered,andasthedataissavedin
1.2.2 informationfortheLead
SettheQualifiedcheck thedatabaseaLeadnumberisgenerated.
Header
box.
Savethechanges.
EntertheInventoryitem,
Enterthedesired
UoM,quantity,amount,and
1.2.3 informationfortheProduct
sourcecode.
ofInterest
Savethechanges.
1.3 QualifytheLead
ReviewtheLead TheLeadCenterwillopen,displayingthedetailsenteredso
1.3.1 (B)Details
information far.
EnsurethattheQualified
1.3.2 QualifytheLead checkboxisset. TheLeadisqualified.
Savethechanges.
Step2:ConvertLeadtoanOpportunity,andAssign
Step2:ConvertLeadtoanOpportunity,andAssign
OverviewoftheSteps
ConverttheLeadtoanOpportunity.
AssigntheOpportunitytoaSalesrepresentative.
Steps
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2. ConvertLeadtoanOpportunity,andAssign
2.1 ConvertLeadtoOpportunity
2.2 AssignOpportunity
ConvertLeadtoOpportunity
2.1
FromtheLeadCenter,reviewthedetailsoftheLead.
Whensatisfied,converttheLeadtoanOpportunity.
TheDecisionpopupwillbedisplayedshowingthemessage
2.1.1 CreateOpportunity (B)CreateOpportunity Opportunity(OpportunityID****)createdsuccessfully.
Doyouwanttoviewdetailsforthisopportunity?"
Reviewdetailsforthis
2.1.2 (B)Yes TheOpportunityCenterwillbedisplayed.
opportunity
AssigntheOpportunity
2.2
ThestepsforthereassignmentoftheOpportunitytoaSalesrepresentativearenotportrayedinthedemorecording.
TheSalesTeamtabwillopen,displayingthecurrently
2.2.1 AccesstheSalesTeamdata (T)SalesTeam
associatedteammembers.
2.2.2 Reviewtheexistingdata
Navigatetothenextblank
rowinthe'InternalSales'
block.
Movetothe'LastName'
field,andenterthenameof Thenewteammemberwillbesaved,andtheblockwill
2.2.3 Addanewteammember thenewmember(e.g. automaticallyrequerytodisplaytheteammembersin
Smi%). alphabeticalorder.
Selectfromthedisplayed
values
(B)Save
Navigatetotherowwhich
showsthe'Owner'flag.
Uncheckthecheckbox Whenuncheckingthechekboxawarningisgenerated
Makethenewteammember advisingthatanownerisrequired.
2.2.4 Navigatetotherowforthe
theowner
newOwner.
ThenewownerisassignedtotheOpportunity
Checkthecheckbox
(B)Save
Returntothetopblockof
theform.
Requerytheform(using Thenewownerwillbedisplayedinthetopblockofthe
2.2.5 RequerytheOpportunity
thetorchicon). form.
Searchfortheoriginal
Opportunity.
Step3:ProcessOpportunity
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Step3:ProcessOpportunity
OverviewoftheSteps
ReviewtheOpportunityDetails
ContacttheProspect(performedoffthesystem)
UpdatetheOpportunityDetails
Assessthesituation
Steps
3. ProcessOpportunity
3.1 ReviewtheOpportunitydetails.
3.2 ContacttheProspect.
3.3 UpdatetheOpportunitydetails.
3.4 Assessthesituation
ReviewtheOpportunitydetails.
3.1
HavingcreatedtheOpportunityfromtheLead,reviewthedetails.
Viewdetailsforthis Reviewthedetailsofthe
3.1.1
opportunity Opportunity
ContacttheProspect
3.2
ContacttheProspecttodiscusstheoptionswhichareavailable.
Thisprocessiscarriedoutoff
3.2.1
thesystem
UpdatetheOpportunitydetails
3.3
Basedontheoutcomeofthediscussionswiththeprospect,updatetheOpportunitydetails.
NavigatetotheHeader
region.
Updatethedetailsinthe
3.3.1 Updatethedetails(e.g.Win TheOpportunitydetailswillbeupdated.
Headerregion.
Probability,SalesStage)
Savethechanges.
Assessthesituation
3.4
Reviewtheopportunity,anddecidewhethertoofferaquotetotheprospect.
Thisprocessiscarriedoutoff
3.4.1
thesystem
Step4:SolutionProposal
Step4:SolutionProposal
OverviewoftheSteps
IdentifyRequirement
ProposeSolution
GaugeInterest
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Steps
4. SolutionProposal
4.1 IdentifyRequirement
4.2 ProposeSolution
4.3 GaugeInterest
IdentifyRequirement
4.1
HavingreviewedtheOpportunityitisnecessarytoproposeasolution.
Viewthedetailsrecordedagainstthe
4.1.1 ReviewthePurchaseInterest (T)PurchaseInterest
PurchaseInterest
Identifypotential/alternativesolutions
4.1.2 (Thisstepisnotcoveredinthedemo
video)
Proposeasolution
4.2
Basedontheinvestigation(4.1.2)identifyasolution.
Asnecessary,updatethedetailsinthe
PurchaseInterestregion.
4.2.1 Saveanychangesmade.
(Thisstepisnotcoveredinthedemo
video)
GaugeInterest
4.3
Basedontheoutcomeofthediscussionswiththeprospect,gaugetheinterestinwhatisbeingproposed.
NavigatetotheHeader
region.
Updatethedetails(e.g.Win
Probability,SalesStage)
Savethechanges.
Basedondiscussionswiththeprospect,
4.3.1 updatethedetailsintheHeaderand (T)Contact TheOpportunitydetailswillbeupdated.
ContactNotesregion.
(B)ContactNote
Enterdetailsrelatingto
discussionswiththe
prospect.
Savethechanges.
Step5:ConvertOpportunitytoQuote
Step5:ConvertOpportunitytoQuote
OverviewoftheSteps
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ConverttheOpportunitytoaQuote
UpdatetheQuote
Steps
5. ConvertOpportunitytoQuote
5.1 ConverttheOpportunitytoaQuote
5.2 UpdatetheQuote
ConverttheOpportunitytoaQuote
5.1
WhensatisfiedthattheOpportunityhasarealisticchanceofsuccess,converttheOpportunitytoaQuote.
TheCreateQuotefromOpportunitypopup
5.1.1 ConverttheOpportunitytoaQuote. (B)CreateQuote
isdisplayed.
Verifythatthedetailsdisplayedareas
5.1.2 Theagreeddetailsareasdisplayed.
agreedwiththeprospect.
TheQuotingscreenisdisplayed,showingthe
5.1.3 CreatetheQuote (B)CreateQuote
detailsofthequote.
UpdatetheQuote.
5.2
Verifythedetails,andupdateasapproproiate.
Thisstepisnotcoveredinthedemo
5.2.1
video.
Step6:NegotiatePrice
Step6:NegotiatePrice
OverviewoftheSteps
PresentQuotetotheProspect
NegotiatethePrice
Steps
6. NegotiatePrice
6.1 Presentthequotetotheprospect.
6.2 Negotiatetheprice.
Neithertopiciscoveredinthedemovideo.
6.1 Presentthequotetotheprospect.
Sendthequotetotheprospect.
6.1.1
Thisprocessiscarriedoutoffthe
system
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Negotiatetheprice.
6.2
Oncetheprospecthasreviewedthequote,theremaybetheneedtonegotiateonthedetails,andtoupdatethesystem
accordingly.
(T)QuoteLines
Updatetheinformation
Negotiateanypricechangewiththe
6.2.1 againstthequotelineas Changeswillbesaved.
prospect.
agreed.
Saveanychangesmade.
Step7:FulfillmentOptions
Step7:FulfillmentOptions
OverviewoftheSteps
RecordthePayment,andShippingOptions
Steps
7. FulfillmentOptions
7.1 VerifytheQuotedetails,andaddthePaymentandShippingdetails.
(T)QuoteHeader
Reviewthedetails.If
satisfiedwiththeinformation
navigatetotheSummary
dropdown.
SelectPayment,Shipping.
RequestedDate=[adatein
thefuture]
ShippingMethod=UPS
Savethechanges.
Step8:BookOrder
Step8:CreatetheSalesOrder
OverviewofSteps
Createasalesorder
Steps
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8. CreateaSalesOrder.
8.1 CreateaSalesOrderfromtheQuote.
TheSalesOrderandassociatedlineswill
becreated,inBookedstatus.
8.1.1 FromtheQuotingscreengeneratethesalesorder. (B)PlaceOrder
MakeanoteoftheOrderNumber,which
willbeneededforthenextstep.
(R)OrderManagement
SuperUser,Vision
Operations(USA)
(N)Orders,Returns:Order
Organizer
TheOrdersWorkbenchopens.
EntertheOrderNumber
TheFindOrders/Quotespopupwillbe
OpentheSalesOrderWorkbench,andreviewthe (from8.1.1)intotheFind
8.1.2 displayed.
orderdetails. Orders/Quotespopup,and
executethesearch. TheOrderOrganizerwilldisplaytheorder
summary.
(B)Find
SelecttheSalesOrderof
interest.
(B)Open
(B)Actions
SelecttheoptionView
Adjustmentsfromthelist
ofvalues.
8.1.4 Verifythepricingdetails. TheAdjustmentspopupwillbedisplayed.
(B)OK
Reviewtheadjustments
(whichaffectthepricethe
customerwillbecharged).
Theformwillclose,andcontrolwillbe
8.1.5 Closetheform. Closetheform.
returnedtotheresponsibilitymenu.
Step9:ReleaseOrderforPicking
Step9:ReleaseOrderforPicking
OverviewofSteps
ReleasetoWarehouse
GenerateWarehouseDocumentation
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PicktheItems
Steps
9. ReleaseOrderforPicking
9.1 ReleasetoWarehouse
9.2 GenerateWarehouseDocumentation
9.3 PicktheItems
ReleasetoWarehouse
9.1
Passtheorderdetailstothewarehousesothatthegoodscanbepicked.
UsetheShippingTransaction
(N)OrderManagementSuper TheShippingTransactionformwill
9.1.1 screentoPickReleasethe
User>Shipping>Transactions open.
order.
EntertheFromOrderNumber
Queryfortheorder(from field. Theorderdetailsaredisplayedinthe
9.1.2
8.1.1above). Lines/PNstab.
(B)Find
Generatethewarehousedocumentation,andpicktheitems.
9.2and9.3
WhenperformingthePickRelease,theapplicationisconfiguredtogenerateaseriesofconcurrent
requestswhichproducethenecessarydocumentation.
SelecttheLaunchPickRelease
fromtheActionslistofvalues AMessagespopupwillbe
displayed,showingthePickRelease
9.3.1 PickReleaseOrder.
(B)Go ConcurrentRequestshasbeen
launched.
(B)OK
(M)View:Requests TheFindRequestpopupwillbe
displayed.
(B)Find
Monitortheprogressofthe
concurrentprocessesuntiltheyare Therequestsfortheuserwillbe
Monitortheprogressofthe
9.3.2 allcomplete. displayed.
concurrentprocesses.
Theconcurrentprogramswill
generatethewarehouse
documentation. Theformwillclose,andcontrolwill
bereturnedtotheShipping
ClosetheRequestsform. Transactionsform.
Step10:ShipConfirm
ShipSalesOrder
OverviewofSteps
ShipSalesOrdertoCustomer
Steps
10. ShipSalesOrder
10.1
GeneratetheShippingdocuments
10.2
ShipConfirm
(WhenperformingtheShipConfirm,theapplicationisconfiguredtogenerateaseriesofconcurrentrequestswhich
producethenecessarydocumentation.,sobothactionswillbeconsideredtogetherbelow).
10.1 GeneratetheShippingdocuments
UsetheShippingTransaction (N)OrderManagementSuperUser>
10.1.1 TheShippingTransactionformwillopen.
screentoShipConfirmtheorder. Shipping>Transactions
EntertheFromOrderNumberfield.
Queryfortheorder(from8.1.1 Theorderdetailsaredisplayedinthe
10.1.2
above). Lines/PNstab.
(B)Find
(T)Delivery TheConfirmDeliverypopupwillbe
displayed.
SelectShipConfirmfromtheActionslist
ofvalues
(B)Go Amessagespopupwillbedisplayedwith
10.1.3 ShipConfirmtheOrder themessage:Deliverywassuccessfully
IntheShipOptionsregionselectthe confirmed.
ShipAllradiobutton.
(B)Ok
TheShipConfirmConcurrentRequests
(B)OK Launched
TheFindRequestpopupwillbe
displayed.
(M)View:Requests
(B)Find Therequestsfortheuserwillbe
displayed.
Monitortheprogressoftheconcurrent
processesuntiltheyareallcomplete.
Monitortheprogressofthe
10.1.4
concurrentprocesses.
Theconcurrentprogramswillgeneratethe Theformwillclose,andcontrolwillbe
warehousedocumentation.
returnedtotheShippingTransactions
ClosetheRequestsform. form.
ClosetheShippingTransactionform.
Theformwillclose,andcontrolwillbe
returnedtotheresponsibilitymenu.
(R)OrderManagementSuperUser,Vision
Operations(USA)
(N)Orders,Returns:OrderOrganizer TheOrdersWorkbenchopens.
EntertheOrderNumber(from8.1.1)into TheFindOrders/Quotespopupwillbe
theFindOrders/Quotespopup,and displayed.
ReturntotheOrderWorkbench, executethesearch.
TheOrderOrganizerwilldisplaythe
10.1.5 andconfirmthecurrentstatusof
(B)Find ordersummary.
theorderline.
SelecttheSalesOrderofinterest. TheLinedetailswillbedisplayed
(B)Open TheShippingdetailswillbedisplayed,
withastatus=Shipped.
(T)LineItems
SelecttheSubtabShipping
Theformwillclose,andcontrolwillbe
10.1.6 ClosetheSalesOrderform
returnedtotheresponsibilitymenu
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Step11:CarrierActivities
Step11:CarrierActivities
OverviewofSteps
Carrierpicksup,anddeliversgoods.
Steps
11.0 CarrierActivities
Carrierpicksup,anddeliversgoods.
11.1
Teseactionsarecarriedoutoutsidetheapplication,andarenotcoveredinthedemovideo.
Step12:InvoiceCustomer
Step12:InvoiceCustomer
OverviewofSteps
AutoCreateInvoice
Steps
12. InvoiceCustomer
AutoCreateInvoice
12.1
Runtheautocreateinvoiceprocesstogenerateandsubmitaninvoicetothecustomer.
((R)OrderManagement
SuperUser,Vision
Operations(USA)
InvoketheRun
Autoinvoiceprocess.
SelecttheSingleRequest
radiobutton.
(B)OK TheSubmitaNewRequestpopupis
displayed.
TheRunAutoinvoicewindowappears.
12.1.1 InvoketheRunAutoinvoiceprocess. SelecttheReport
AutoinvoiceMaster TheParameterspopupisdisplayed.
Program
TheMasterprogramruns.Indoingsoit
(B)OK triggersmultiplerequests.
Enteravalueforthe
InvoiceSourceparameter
=ORDERENTRY
EntertheDefaultDate
parameter=(todaysdate)
(B)OK
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(B)Submit
(M)View:Requests
TheFindRequestpopupwillbe
(B)Find displayed.
Monitortheprogressofthe
concurrentprocessesuntil
MonitorprogressoftheRunAutoinvoice Therequestsfortheuserwillbe
12.1.2 theyareallcomplete.
processes. displayed.
Theconcurrentprograms
willgeneratethewarehouse
documentation. Theformwillclose,andcontrolwillbe
returnedtotheResponsibilitymenu.
ClosetheRequestsform.
EntertheFromOrder
Numberfield.
(B)Find
(T)LineItems
Theorderdetailsaredisplayedinthe
Lines/PNstab.
NavigatetothePricing ThePricingsubtabwillopendisplaying
subtab therelevantdetails.
TheActionspopupwillbedisplayed.
(B)Actions TheAdditionalLineInformationpop
upwillbedisplayed.
RequerytheSalesOrder,andconfirmthecurrent
12.1.3
data. Thesummaryinvoicedetailswillbe
Selecttheaction displayed.
AdditionalLine
Information Theinvoicedetailsaredisplayedinthe
Transactionswindow.
(B)OK
Theinvoicelinedetailsaredisplayedin
theLineswindow.
(T)Invoices/Credit TheSalesOrderdetailsaredisplayedin
Memos theSalesOrdertab.
(B)InvoiceDetails
(B)LineItems
(T)SalesOrder
Theformswillclose,andcontrolwill
12.1.4 Closetheform. Closeallforms.
returntotheResponsibilitymenu.
FlowDemonstration
FlowDemonstration
Toseean11.5minutevideodemonstatingthestepscoveredbytheSalesLeadtoCashflowpleaseclickonthefollowinglink.
VideoLeadtoCashFlowDemonstration(11:36)
SalesLeadtoCash
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ThefollowingstepsdescribeabasicsetupusedtoenabletheSalesLeadtoCashflowonaVisioninstance,soitisassumedthatmanyofthesetupswhichwouldberequiredonanewinstancewillalreadybeinplace.Ortoputitanotherway,thesearenotdesignedto
beacomprehensive,orevenrecommended,guidetoallpossibleapproachestoeithersetuporprocess.
ForfurtherdetailsonsetuppleaserefertotherelevantUserandImplementationGuides
Thissectioncoversthefollowing:
Creatingcustomers
Createcustomerandcontact Createacustomerandcontactusingthe
relevantbuttonsontheeBusinessCenter
screen.
Othersetuptasks,whichitisassumedhavebeencompleted,are:
Step1:SetupCustomerandContactDetails
SubFlowDemonstration
ToseeanshortvideodemonstratingthesetuprequiredtoenabletheSetupofCustomerandContactDetailssubflowpleaseclickonthefollowinglink.ThisvideofocusesontheuseoftheContact
Centertocreatethecustomerandcontactdetails.SimilarstepscanbeperformedfromtheEBusinessCenter.
VideoSetupoftheCustomerandContact(04:20)
DetailsoftheprocessfordefiningandmaintainingCustomerinformationareavailableintheOracleTeleServiceImplementationandUserGuide(Chapter21SettingUpDisplayofCustomer
Information),whichisavailablefromhere.
CreatetheCustomerandContactDetails
OverviewofSteps
AccesstheContactCenter
EntertheContact,CustomerandPersondetails
AddtheAccountdata
Savethedata
Amendtheentereddata
SetupSteps
ProcessStep
Step PathandAction ExpectedResults
Description
Logintothe (url=http://<machine>:<port>)
applications,and ClickonEBusinessHomePage
Enterusernameandpassword The'PersonalHomePage'willbedisplayed,showingthe
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1.1 connectusinga Select(B)Connect menuoptionsfortheselectedResponsibility
suitable SelectCustomerSupportVision
responsibility Operationsresponsibility
SelecttheContactCenterfromthemenu
OpentheContact ontheHomepage(usingthepath
1.2 TheContactCenterwillopen,displayingnodata.
Center CustomerManagement>Contact
Center)
Createthe
1.3 Customer,Contact, Selectthe(B)CreateContact The'CreateContact'popupscreenisdisplayed
andPersondetails
Populatethefollowingfieldswiththe
data:
Type=Organization
Name=LocearCorporation
Phone=16505067000
(Whenenteringthecountrycode,the
'PhoneCountryCode'ListofValueswill
appear,anditisnecessarytoselectthe
correct(US)value)
SiteName=LocearHQ
AddressUsage=InstallAt
EntertheCustomer Country=UnitedStates
1.4 CustomerInformationdetailswillbedisplayed
Information
SelecttheAddressellipsis(...)
Populatethefollowingfieldswiththe
data:
AddressLine1=501LocearParkway
City=RedwoodCity
County=SanMateo
State=CA
PostalCode=94065
Select(B)OK
Ifthe'CreateAccount'checkboxis
ticked:
populatethefollowingfieldswithdata:
EntertheAccount
1.5
information OperatingUnit=VisionOperations
AccountNumber=LOC001
AccountName=LOCEAR
Location=RedwoodCity
NavigatetotheContactInformation
block.
Populatethefollowingfieldswiththe
data:
Title=Dr
EntertheContact First=Jane Severalfieldswillhavedefaultedfromthedataenteredin
1.6
Information Last=Devlin theCustomerInfoblock.
Relation=EmployeeOf
Email=j.devlin@locear.com
Notehowtheaddressdetailsfromthe
CustomerInfoblockdefaultintothe
addressfortheContactInfo.
NavigatetothePersonalInformation
block.
Populatethefollowingfieldswiththe
data:
AddressUsage=Home
Country=UnitedStates
SelecttheAddressellipsis(...) ThedetailsfortheCustomerInformation,Contact
EnterthePersonal Information,andPersonalInformationwillbesaved,anda
1.7
Information Populatethefollowingfieldswiththe popupNotewillappearconfirmingtheuserandaccount
data: informationwhichhasbeencreated.
AddressLine1=75BonitaLane
City=FosterCity
County=SanMateo
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State=CA
Press(B)OK
Press(B)Save
Returntothe
1.8 ContactCenter Press(B)OK FocuswillreturntotheContactCenterform.
form
Step2:CustomerAccountSetupandValidation
SubFlowDemonstration
Toseeanshortvideodemonstratingthestepsnecessarytoconfirm/amendthesetupoftheCustomerAccountusedinthisflowpleaseclickthefollowinglinks:
VideoSetup/verificationoftheCustomerAccountdetails.(03:13)
VideoSetup/verificationofBusinessProcessandSiteUsedetailsforacustomer.(01:49)
Confirmation/amendmentofCustomerDetails
OverviewofSteps
Stepstovalidatethecustomeraccountdetails
Steps
ProcessStep
Step PathandAction ExpectedResults
Description
(url=http://<machine>:<port>)
Logintothe
ClickonEBusinessHomePage
applications,and The'PersonalHomePage'willbe
Enterusernameandpassword
2.1 connectusinga displayed,showingthemenuoptionsfor
Select(B)Connect
suitable theselectedResponsibility
SelectServiceContractsManager,VisionEnterprises
responsibility
responsibility
OpentheCustomer
2.2 (N)Setup>Customers>Standard TheCustomerhtmlscreenwillopen
screen
Executeasearchfortherequiredcustomerbyenteringthe
followingvaluesintotheavaialbefields:
Retrievethedetails
Name=Locear% Thescreenwilldisplayallcustomers
2.3 forthecustomerof
thatmeetthesearchcriteria
interest
Press(B)Go
Selecttherequiredcustomerfromthereturnedlist.
Selectthecustomerofinterestbyselectingtheradiobutton TheCustomerwillbeselected,andthe
Selectthecustomer fortheappropriaterecord.(Intheeventthatstep5.3returns accountinformationforthecustomer
2.4
ofinterest onlyonecustomer,thisrecordwillalreadyhavetheradio willbedisplayedintheAccountsregion
buttonselected) ofthescreen
FromtheAccountsregionreviewthesummarydetails,and TheUpdateAccountpagewillbe
Validatetheaccount
thenclicktheDetailsicon. displayedshowingtheaccountdetails
2.5 details,andselect
therequiredsite
TheAccountSitedatawillbedisplayed
TheCustomerAccountpagewillbe
OntheAccountspagevalidatethedetails,andthenfromthe
displayed,showingtheLocation,
2.6 SitestabselecttherequiredsitebyclickingontheSite
AccountSiteInformation,anddataon
Detailsicon.
theSiteDetailstab
Validatethe
2.7 Navigatetothe(T)BusinessPurposes TheBusinessPurposeswillbedisplayed
BusinessPurposes
Select(B)AddAnotherRow
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Enterthefollowinginformation:
Purpose=BillTo The'BillTo'purposewillbecreated
Location=RedwoodCity
Primary=Y
SelecttheDetailsicon
AddtheSalesperson'Able,Ms.Marsha'totheSiteUse TheSalespersonwillbedefined
CreateBusiness Detailsregion
2.8 Purposesfor'BillTo'
and'ShipTo' (B)Applythechanges
The'ShipTo'purposewillbecreated
Select(B)AddAnotherRow
Enterthefollowinginformation:
Confirmationthatyourchangeshave
Purpose=ShipTo beensavedwillbedisplayed
Location=RedwoodCity
BillToLocation=RedwoodCity
Primary=Y
(B)Applythechanges
ControlwillbereturnedtotheForms
2.9 Closethescreen SelecttheCloseWindowlink
menu
RelevantProductDocumentation
LinkstorelevantProductUserandImplementationguidestoassistwithsetupoftheSalesLeadtoCashflow
InventoryUser'sGuide
OrderManagementImplementationGuide
OrderManagementUserGuide
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Hotspots
WhatAreHotspots?
HotspotsareareaswithintheSalesLeadtoCashflowthathavebeenidentifiedasrequiringspecialattentionorexplanation.Theseareashavebeenindentifiedforanumberofreasons:
Complexinteractionbetweenmultipleproducts:Whereaparticularpieceoffunctionalityspansmultipleproducts,itisnotalwaysimmediatelyclearwhichproductsaredirectly,orindirectly,
involved,howtheyinteract(i.e.whatistheflowofcontrolanddata)andwhatsetupmustbeconsideredwhenimplementingthefunctionality.
Highissuerediscovery:Wheremultipleparties,bothinternalandexternal,viaforums,communitiesandservicerequestsareaskingsimilarquestionsofparticularareasofproductsetup.Whilst
thenoteisnotintendedtolistbugfixes,patches,etc.,itdoeslooktoaddresscommonsetupissuesandalsoassistwithtroubleshootingparticularlyviathelinkstorelevantsectionsoftheOracle
documentation.
WhatDotheHotspotPagesContain?
Eachofthepages(TCA,Sales,OM,Receivables)relatetoaspecifichotspotandaimtogivedetailsonhowtounderstand,setupandtroubleshootthatparticulararea.Eachpagecancontainthe
following:
Overview:Whatisthehotspot,whatproductsareinvolvedand,fromahighlevel,howdotheyinteract.
DiagnosticsDocs:Listsanydiagnosticsnotes(fromeitherDiagnosticTestCatalogfor12.1.3(DocID1083807.1)orstandalonediagnosticsscripts)directlyrelatedtotroubleshootingthe
hotspot.
Troubleshooting:adynamiclistofpublishedtroubleshootingnotesrelatedtothehotspot.
ProductInformationCenters:alinktospecificProductInformationCentersrelatedtotheproductsintergraltothehotspot.Thesenotesprovidefurtherdetailsontheproductandrelated
troubleshooting.SeeEBusinessSuiteProductInformationCenterIndex(DocID444.1)formoredetails.
OracleProductDocumentation:linktospecificchaptersinthe12.1.3Productdocumentationdirectlyrelatedtothesetupofthehotspot.
TradingCommunityandTCA
Overview
TheTradingCommunityArchitecture(TCA)isOraclescentralcustomerdatarepositoryitiseffectivelytheEBSCustomerMaster.TheTCAstoresdatarelatingto
entitiessuchasCustomers,Contacts,Employees,Partners,Prospects,andSuppliers.
TheTCAisanArchitectureaswellasaModelitisnotaModule.SousersdontlogintoTCA,onlyintoscreenswhichusetheTCAdata.
TheTCAcomprisesthreelayers.
AtthelowestlevelistheTCAdatamodel,constructedontheHZschema.
LyingabovethisschemaisanEnablingInfrastructurelayer.Thisconsistsof:
CommonPartyUIComponents,whichallowuserstolookintoTCAthroughacommonsetofuserinterfaces.
ADataQualityManagementtool(DQM)whichisusedforcleansingofdataanddeduplication.
D&BintegrationfunctionalitywhichsupportsrealtimeandbatchupdatestocustomerandprospectdatafromDunandBradstreet.
AnumberofAPIswhichsupportintegrationbetweentheTCAdatamodelandOracleEBusinessSuiteaswellas3rdpartyapplications.
AtthetoplevelaretheeBusinessSuitemoduleswhichdisplayandupdatetheTCAdata.
ThecombinationoftheTCAdatamodelandtheTCAEnablingInfrastructuresupportagreatmanyEBusinessSuiteapplications(notjustthoseshownbelow).
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TCADataModel
ThekeyentitiesintheOracleTradingCommunitydatamodelare:
Party:anentitythatcanenterintobusinessrelationships,whichmaybeanOrganization,Person,orGroup.
Location:apointingeographicalspacedescribedbyastreetaddress.
PartySite:linksapartywithalocation,indicatingthatpartysusageofthelocation(e.g.theaddressmaybeusedasthecorrespondenceaddress).
Contact:apersoninthecontextofanorganization,modeledasarelationshipbetweenanorganizationandapersonaswellasbetweentwopeople.
PartyRelationship:abinaryrelationshipbetweentwopartiessuchasapartnership.Forexample,JaneDevlinisadistinctpersonpartyandLocearCorp.isadistinct
organizationparty.'JaneDevlinatLocear'isalsotreatedasapartyofthetyperelationship.
ContactPoint:ameansofcontactingaparty,forexample,aphonenumber,emailaddress,orfaxnumber.
CustomerAccount:modelsacustomerrelationshipbetweenthecompanydeployingOracleApplicationsandaparty.
CustomerAccountSite:apartysitethatisusedwithinthecontextofacustomeraccount,forexample,forbillingorshippingpurposes.
CustomerAccountContacts:apartycontactthatisusedwithinthecontextofacustomeraccount.
LinktotheSalesprocess
ThefirstscreenusedintheSalesLeadtoCashbusinessprocessflowistheeBusinessCenter,whereauserqueriesthedatabasetoretrievedetailsofaParty
Relationship.AstheeBusinessCenterispartoftheSalesmodule,hopefullyfromtheabovegraphic,itwillbeunderstoodthatthisscreenwillfeedfromtheTCA.
LinktoFinancials
OracleReceivablesispartoftheFinancialsgroupofproductswithintheeBusinessSuite.TheTCAandrelatedfunctionalityfallsundertheumbrellaofOracle
Receivables,sowhileTCAdataisusedacrossmanyEBSproducts,formaintenancepurposestheTCAdataisconsideredtobe"owned"by,ortheresponsibilityof
Receivables.
TCADiagnosticsDocs(3)
DiagnosticsScriptstoassistinthetroubleshootingofTCAissues
OracleTradingCommunity:TCAAPIOverview,Setup,SampleScriptsandTroubleshooting[Document1637029.2]
CustomerInterface[Document732196.1]
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PartyData[Document732199.1]
Pleasenotethatalthoughsomeofthesescriptsmayreferenceearlierversionsoftheapplications,atthetimeofwriting,thesescriptsarestillvalid.
TCATroubleshooting(2)
APITroubleshoot
TCAAPIError:ListingofAPIErrors[Document1462348.1]
OracleTradingCommunity:TCAAPIOverview,Setup,SampleScriptsandTroubleshooting[Document1637029.2]
ProductInformationCenter(1)
ProductInformationCenter
InformationCenter:OverviewandUseofCustomerWorkbenchinOracleReceivables(AR)andTradingCommunityArchitecture(TCA)[Document1448442.2]
RelatedProductInformationCenters(5)
ProductInformationCentersforproductsrelatedtotheTCA
InformationCenter:OracleSales&Telesales(Sales,SalesOnline,SalesOffline,SalesIntelligence,Telesales)[Document1269230.2]
InformationCenter:QuotingandOrderCapture[Document1275311.2]
InformationCenter:OrderManagement[Document1395754.2]
InformationCenter:OracleInteractionCenterFamilyProducts[Document1271155.2]
InformationCenter:AdvancedPricing[Document1393917.2]
TCAWhitePaper(1)
TCAWhitePaper
AWhitePaperonCreatingCustomersusingCustomerInterface(RACUST)versusTCAAPI
OracleDocumentation(5)
LinkstoOracleDocumentationrelatedtotheTCA
OracleReceivables
OracleTradingCommunityArchitectureAdministrationGuide
OracleTradingCommunityArchitectureReferenceGuide
OracleTradingCommunityArchitectureTechnicalImplementationGuide
OracleTradingCommunityArchitectureUserGuide
RecommendedNotes(2)
OracleReceivables:OverviewoftheCustomerForminRelease12[Document1436547.1]
CustomersWorkbenchSearchHelper[Document1472274.1]
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APIs(1)
Troubleshoot
|
NewDocs
|
Webcast
TCAAPIError:ListingofAPIErrors[Document1462348.1]
HowtoInsertaCustomerInformationwithProfileandProfilesAmounts(Nodefaultvalues)InformationUsingTCAAPI?[Updated:01/22/2015]
UpdatingCustomerSiteGettingErrorMessageORA06502AndORA01403:NoDataFound[Updated:07/30/2014]
DataQualityManagement:WhileRunningCustomer/SupplierConversionErrorisRaised:ORA20001:OnlyonependingConcurrentRequestisAllowedFor
ARHDQMSSatAnyGivenTime[Updated:10/08/2013]
HowDoestheProfileOptionHZ:DUPLICATEALLOWEDWork?[Updated:06/18/2013]
CanICallThe'CreditMemoApprovalWorkflowWithAME'APIFromTheReceivablesTransactionForm?[Updated:03/14/2013]
15of9 ShowAll
UsingTradingCommunityArchitecture(TCA)ApplicationProgrammingInterfaces(APIs)forCustomerDataCreation
Communities,Twitter,Blogs&Facebook(4)
OracleReceivablesCommunity
FollowusonTwitter!
EBusinessSuiteBlog
EBusinessSuiteSupportFacebook
Telesales
OracleTelesales
OracleTelesalesisaninsidesalesapplication,designedforcontactcenterusers.
Itprovidesasetoftoolstomanagethesalescycle,fromprospectingtobookingorders.
Keyfeaturesincludecontact,task,lead,opportunity,quoteandordermanagement,aswellaseventregistrationandcollateralfulfillment.
CampaigntoCash
Usingbothsalesandmarketingdata,OracleMarketinggeneratestargetlists,createscampaigns,assignscallguides,andtargetstheexecutionofthecampaignsacrossall
channels:contactcenter,web,andfieldsales.
Telesalesagentsexecutethesecampaignsinthecontactcenterforbothinboundandoutboundcallcampaigns.
Leadsarecreated,rankedandimmediatelyroutedtothecorrectsalesrepresentativesbaseduponterritorydefinitions.
Qualifiedleadsareconvertedintosellingopportunities,andbudgetaryandsalesinformationareupdatedforaccurateanduptodateforecasting.
Quotescanbecreatedusingtheopportunityinformation.
Additionalpriceadjustmentsandterms/conditionscanbeappliedtothequotesbeforeplacingtheorder.
Orderplacementtriggersbackendapplicationsforshipping,inventorymanagement,andpayment.
Whetheritsalongsalescycle(LeadtoOpportunitytoQuotetoOrder)orshortsalescycle(CalltoOrder),OracleTelesalesmaintainscampaigninformationwitheach
transactionforaccurateROIanalysis.
LeadManagement
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WithOracleTelesales,prospectscanbeconvertedintopredictablesalesleadsacrosstheenterprise.
ThecentralLeadsManagementEngineautomaticallymanagesthegenerationofleads,evaluating,distributingandtrackingtheminrealtime.Thisenginealsotracks
leadfollowupacrossOracleMarketingandPartnerRelationshipManagementsolutions.
OpportunityManagement
OracleTelesalesprovidesopportunitymanagementfeaturesforsellingcyclesthatrequirefollowup.
Itallowsagentstosuccessfullymanagetheirsalesactivitiesbeyondjusttrackingpurchaseinterest.
Thesalesteamisawareofthenecessarytaskstobeperformedateachsalesstage.Salescreditsforeachpurchaseinterestcanbesharedamongtheteammembers,
ensuringaccuratesalesforecastingandcompensation.
Agentscanrespondtocustomerenquiriesforproductsandservicesbygeneratingproposalsdirectlyfromanopportunity.
Whetheradealiswonorlost,thewin/lossanalysisfeatureprovidestelesalesagentstheabilitytoassesswhyandhowadealwasclosedornotcompetitionandcustomer
decisionfactorsarerecorded.
Theinformationgatheredduringthesalesprocessisvaluablenotonlytoothersalesagentsinsimilarsellingopportunities,butalsotosalesmanagementtocreatefuture
salesstrategiesforbetterwinrates
KeyIntegrationModules
OrderManagement
Inventory
TradingCommunityArchitecture(TCA)
Receivables
WhenaLead,Opportunity,orQuoteiscreated,variousintegrationsoccur:
TCAisusedtoretrieveorstorecustomerinformation.
Inventoryisusedtocheckfortheexistenceoftheitem,andforAvailabletoPromiseinformation.
OrderManagementisinterfacedinordertofulfilltheorder.
Receivablesisused,bothastheowneroftheTCAdata,andasthesourceofaccountinformation.
ProductInformationCenter
TelesalesProductInformationCenter
InformationCenter:OracleSales&Telesales(Sales,SalesOnline,SalesOffline,SalesIntelligence,Telesales)[Document1269230.2]
RelatedProductInformationCenters(4)
ProductInformationCentersforproductsrelatedtoiStore
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InformationCenter:QuotingandOrderCapture
InformationCenter:OrderManagement[Document1395754.2]
InformationCenter:AdvancedPricing[Document1393917.2]
RecommendedandLatestPatchListingsforIncentiveCompensation,Sales&Marketing,ChannelRevenueManagement,Quoting,OrderCaptureandiStore
[Document1572216.1]
OracleDocumentation(5)
LinkstoOracleDocumentationrelatedtoCharges
iStoreImplementationGuide
iStoreQuickReferenceGuide
AdvancedPricingImplementationGuide
OrderManagementImplementationGuide
QuotingImplementationGuide
OrderManagement
OracleOrderManagementisanordertocashsolutionthatprovidesthecapabilitiesforcustomers,partnersandemployeestoselecttherightproductsandservices,
negotiatethebestpricesandensuretimelyfulfillment.
TheOrdertoCashProcess
Thequotetocashprocess(whichisasubsetoftheSalesLeadtoCashflow)typicallyconsistsofthreemaintasks:
CapturingthePerfectOrderwhichconsistsoffunctionssuchasproductselection,configuration,pricing,promotionsandcross/upsell.
OrchestratingFlawlessFulfillmentwhichconsistsofworkflowlogictodeterminehowaspecificorder/orderlineshouldbeprocessed.
ExecuteTimelyFulfillmentwhichrequiresorderinformationtoflowtobackendsystemssuchasmanufacturing,inventory,procurement,andfinancials.
TheOracleOrderManagementandShippingExecutionsolutionallowsthecreationofanintegratedordertocashprocessacrossthesethreestepsbyprovidingthe
followingcapabilities:
Accuratecaptureofcustomerordersacrossmultiplechannels.
Streamlinedorchestrationoforderdetailsforseamlessfulfillmentexecution.
Communicationoforderstatusinformationtocustomersthroughouttheorderlifecycle.
Efficientshipmentplanningandconfirmation.
TheintegratedordertocashprocessprovidedbyOracleOrderManagementwillallowcompaniestorealizebenefitsthatinclude:
Enhancedcustomerexperiencethroughselectionoftherightproductattherightprice,accurateorderpromisingandautomaticorderstatusupdatesfromfulfillment
systemstomultiplechannels.
Reducedoperationalcoststhroughfasterorderentry,reducedordererrorsandreducedmanualstepsforfulfillmentprocessing.
Increasedrevenuethroughtargetedcross/upselling,marginmaximizationandfasterorderfulfilment.
KeyIntegrationModules
AdvancedPricing
Tax
Inventory
TradingCommunityArchitecture(TCA)
Receivables
Quoting
Whenanorderiscreatedvariousintegrationsoccur:
OMusesTCAtoretrieveorstorecustomerinformation.
OMusesAdvancedPricingtopricetheorderandapplyandpricingmodifications.
OMusesInventorytocheckAvailabletoPromiseinformation.
QuotinginterfacestoOMtofulfilltheorder.
OMusesReceivablestoregisterthefinancialcommitment.
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ProductInformationCenter
ProductInformationCenter
InformationCenter:OrderManagement[Document1395754.2]
RelatedProductInformationCenters(4)
ProductInformationCentersforproductsrelatedtoOrderManagement
InformationCenter:QuotingandOrderCapture[Document1275311.2]
InformationCenter:AdvancedPricing[Document1393917.2]
InformationCenter:InventoryManagement[Document1381258.2]
RecommendedandLatestPatchListingsforIncentiveCompensation,Sales&Marketing,ChannelRevenueManagement,Quoting,OrderCaptureandiStore
[Document1572216.1]
AssociatedAdvisors(1)
AssociatedAdvisors
OrdertoCashAdvisor:EBusinessSuite(EBS)OrderManagement(OM)[Document1485968.1]
OracleDocumentation(5)
LinkstoOracleDocumentationrelatedtoCharges
OrderManagementImplementationGuide
OracleOrderManagementUser'sGuide
iStoreQuickReferenceGuide
AdvancedPricingImplementationGuide
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QuotingImplementationGuide
OracleReceivables
OracleReceivablesformsthelastpartintheflow..
TheOrdertoCashProcess
Thequotetocashprocesstypicallyconsistsofthreemaintasks,thelastofwhichis:
ExecuteTimelyFulfillmentwhichrequiresorderinformationtoflowtobackendsystemssuchasReceivables.
TheReceivablesmoduleallowsthecreationofacreditagainstthecustomer'saccountforthegoodsorservicesordered.Theintegratedordertocashprocessprovidedby
OracleOrderManagementwillallowcompaniestorealizebenefitsthatinclude:
Enhancedcustomerexperiencethroughselectionoftherightproductattherightprice,accurateorderpromisingandautomaticorderstatusupdatesfromfulfillment
systemstomultiplechannels.
Reducedoperationalcoststhroughfasterorderentry,reducedordererrorsandreducedmanualstepsforfulfillmentprocessing.
Increasedrevenuethroughtargetedcross/upselling,marginmaximizationandfasterorderfulfilment.
KeyIntegrationModules
OrderManagement
Sales
Whenanorderiscreatedandprogressedtocompletion,variousintegrationsoccur:
OMusesTCAtoretrieveorstorecustomerinformation
OMinterfacestoReceivablestoregisterthefinancialcommitment.
Telesales(screenssuchastheeBusinessCenter,OpportunityCenter,andQuoteCenter)interfacestoReceivablestoretrievethefinancialandcustomerdata.
ProductInformationCenters
ReceivablesProductInformationCenters
InformationCenter:IndexofallInformationCentersforOracleReceivables(AR)11.5andlater
InformationCenter:OracleReceivables(AR):AutoInvoice
InformationCenter:OracleReceivables(AR):ReceiptsWorkbench
InformationCenter:OracleReceivables(AR):ReceivablesMonthEnd
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InformationCenter:OracleReceivables(AR):TransactionsWorkbench
InformationCenter:OracleReceivables(AR):R12CriticalandRollupPatch
InformationCenter:EBSR12PeriodCloseAdvisor:Receivables
InformationCenter:OracleBillsPresentmentArchitecture(BPA)
RelatedProductInformationCenters(3)
RelatedProductInformationCenters
InformationCenter:iStore[Document1275329.2]
InformationCenter:OrderManagement[Document1395754.2]
RecommendedandLatestPatchListingsforIncentiveCompensation,Sales&Marketing,ChannelRevenueManagement,Quoting,OrderCaptureandiStore
[Document1572216.1]
OracleDocumentation(6)
15of Show
6 All
LinkstoOracleDocumentationrelatedtoReceivables
iStoreImplementationGuide
iStoreQuickReferenceGuide
AdvancedPricingImplementationGuide
OrderManagementImplementationGuide
QuotingImplementationGuide
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RelatedFlows
RelatedBusinessProcessAdvisorNotes
TheBusinessProcessAdvisorknowledgebasewillbeexpandedthroughthecomingmonthstoencompassotherbusinessflowwithinOracleCRM.Asthesenotesarecreatedandpublished,theywill,
whererelevant,belinkedwithinotherexistingrelatedBusinessProcessAdvisornotes,tofurtherassistinthereader'sunderstandingofhowtheseflowsinterconnect.
Sofar,thefollowingAdvisorshavebeencreated:
BusinessFlows
Financials
Flows:
AutoInvoiceDebuggingFlowAdvisor:EBSReceivables(DocID1483249.1)
Sales
Flows:
TradePlanningandExecutiontoClaimSettlementEBSBusinessProcessAdvisor:CRMChannelRevenueManagement
[Video](DocID1602524.2)
ServiceExecution
Flows:
ServiceRequestCreationtoResolutionEBSBusinessProcessAdvisor:CRMService[Video] (DocID1589750.2)
SupplyChainManagement
Flows:
OrdertoCashAdvisor:EBusinessSuite(EBS)OrderManagement(OM) (DocID1485968.1)
HCM
Flows:
OracleTimeandLabor(OTL)toPayrollTimecardFlowAdvisor (DocID1494626.1)
EBSHRMSPayrollRetroPayAdvisor (DocID1482827.1)
USYearEndPatchFlowAdvisor:EBusinessSuite(EBS)HumanCapitalManagement(HCM)forUSLegislationpatching
(DocID1144633.1)
Therewillbeothers,andthetablebelowlistssomewhichareunderconsideration.Sowatchthisspace,oraddacommenttothisNoteidentifyingtheprocesswhichyouareinterestedinseeing
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produced.
BusinessFlows
Financials
BankStatementtoCashReconciliation Receivables
PeriodEndClosetoFinancialReports PeriodEndClose
InternetExpenses
Sales
AuthortoSignServiceContract GlobalSalesForecasting
ExpiringContracttoRenewal ContractManagement
ChangeorTerminateContract ContractExpirations&Renewals
OpportunitytoForecasttoManagementRollup
ServiceExecution
SupplyChainManagement
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PlantoReplenishMinMaxPlanning Replenishment Purchasing
RequisitiontoServiceDeliveryFixedPrice ItemAvailability
RequisitiontoServiceDeliveryTimeBased Shipping
Purchasing
PurchaseContracts
VendorManagement
Approvals
Receiving
Projects
Deliverables Time&Labour
ForecastGeneration
WorkplanBudget&ActualsRollup
Generation
Performance,Exception&Program
Reporting
Maintenance
MaintenancePlanning&Scheduling PurchasingIntelligence
TrackableItems
MaintenanceTime&Costs
ResourcePlanning
MaintenanceBOMManagement
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