11i ebusiness Suite Essentials for Implementers

Transcription

1 11i ebusiness Suite Essentials for Implementers Student Guide D13762GC40 Edition 4.0 March 2005 D41388

2 This documentation contains proprietary information of Oracle Corporation. It is provided under a license agreement containing restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software is prohibited. If this documentation is delivered to a U.S. Government Agency of the Department of Defense, then it is delivered with Restricted Rights and the following legend is applicable: Restricted Rights Legend Use, duplication or disclosure by the Government is subject to restrictions for commercial computer software and shall be deemed to be Restricted Rights software under Federal law, as set forth in subparagraph (c)(1)(ii) of DFARS , Rights in Technical Data and Computer Software (October 1988). This material or any portion of it may not be copied in any form or by any means without the express prior written permission of the Education Products group of Oracle Corporation. Any other copying is a violation of copyright law and may result in civil and/or criminal penalties. If this documentation is delivered to a U.S. Government Agency not within the Department of Defense, then it is delivered with Restricted Rights, as defined in FAR , Rights in Data-General, including Alternate III (June 1987). The information in this document is subject to change without notice. If you find any problems in the documentation, please report them in writing to Worldwide Education Services, Oracle Corporation, 500 Oracle Parkway, Box SB-6, Redwood Shores, CA Oracle Corporation does not warrant that this document is error-free. Oracle and all references to Oracle Products are trademarks or registered trademarks of Oracle Corporation. All other products or company names are used for identification purposes only, and may be trademarks of their respective owners. Author Amit Batra Technical Contributors and Reviewers Barbara Heggs, Kathy Wohnoutka, Peter Vollebregt, Atsushi Horie, David Barnacle, Paul Scott, Christine Rudd This book was published using: oracletutor

3 Table of Contents Overview of Essentials for Implementers Overview of Essentials for Implementers Objectives Course Purpose What Are We Going to Introduce? Where Can I Get More Help? i E-Business Suite Documentation Oracle University Courses Other Resources Logging On to Oracle Applications Personal Homepage to Applications Choosing a Responsibility Navigator Expanding or Collapsing the Navigation List Expanding or Collapsing Several Items Field Colors Searching for Information Query Versus Find Logging Off from Oracle Applications Guided Demonstration - Logging In and Off Oracle Applications Summary Introduction to 11i10 E-Business Suite Introduction to 11i10 E-Business Suite Objectives Agenda Oracle E-Business Suite Oracle: Complete E-Business Suite Integrated, Yet Modular Benefits of Oracle E-Business Suite Some Oracle Application Product Families i10 EBS Footprint Automate All Business Processes Across All Functional Areas i10 EBS Footprint Automate All Business Processes Across All Functional Areas Automate All Business Processes Understanding the 11i Architecture The Business Architecture of 11i The Technical Architecture of 11i Basic Technical Architecture of Oracle E-Business Suite Desktop/Client Tier Applications Tier Database Tier The Network Summary Shared Entities and Integration Shared Entities and Integration Objectives Agenda What Are Shared Entities? e-business Shared Entity: Examples Application Object Library (AOL) Set of Books Units of Measure i

4 Items Suppliers Customers Sales Force Employees Practice - Create a new Employee & create a Resource (Required) Solution - Create a New Employee (Required) Locations Organizations CRM Application Foundation (JTA) Agenda Key Business Flows Forecast to Plan Procure to Pay Demand to Build Campaign to Order Click to Order Order to Cash Contract to Renewal Request to Resolution Project to Profit People to Paycheck Summary Fundamentals of Multi-Org Fundamentals of Multi-Org Objectives Agenda What Is Multi-Org? Basic Business Needs Agenda Organization Model Business Group Set of Books Legal Entity Operating Unit Balancing Entity Balancing Entity Examples Inventory Organization Sample Organization Structure Agenda Security Model Data Security by Application Global Registries Practice - Understand how Multi-Org Secures Application Data (Required) Solution - Understand how Multi-Org Secures Application Data (Required) Agenda Cross Organization Reporting Organization Reporting Options Set of Books Organization Reporting Options Legal Entity Organization Reporting Options Operating Unit Cross Organization Reporting Key Benefits Agenda Basic Steps to Enable Multi-Org Define the Organization Structure Convert to Multi-Org Perform Setups Unique to Each Operating Unit ii

5 Adding to the Organization Structure Organization Naming Considerations Summary Fundamentals of Flexfields Fundamentals of Flexfields Objectives Agenda Using Flexfields to Configure Applications Benefits of Flexfields Key and Descriptive Flexfields Key Flexfields Using Key Flexfields to Build Intelligent Keys Key Flexfield Examples Guided Demonstration - Enter an Item, Discuss Key and Descriptive Flexfields (Required) Guided Demonstration - Enter an Asset, Discuss Context Sensitivity (Required) Descriptive Flexfields Descriptive Flexfield Examples Key and Descriptive Flexfield Comparison Components of a Flexfield Segment Prompts and Value Descriptions General Steps to Implement a Flexfield Agenda Planning a Value Set Validating Input Using Value Sets Value Set Attributes Types of Value Sets Planning Data Format Validation Defining Value Sets Practice - Create Value Sets (Required) Solution - Create Value Sets (Required) Agenda Planning a Key Flexfield Designing the Key Flexfield Layout Key Flexfield Structure Key Flexfield Code Combinations Storing Code Combinations Key Flexfield Qualifiers Types of Key Flexfield Qualifiers Key Flexfield Qualifiers Identify Key Flexfield Segments Identifying Values in Flexfield Segments with Segment Qualifiers Defining Flexfield Qualifiers Examples of Segment Defaults Practice - Create a Structure for a Key Flexfield and add Value Sets (Required) Solution - Create a Structure for a Key Flexfield (Required) Practice - Test the Flexfield (Required) Solution - Test the Flexfield (Required) Other Key Flexfield Features Allowing Dynamic Insertion Cross-Validating Values Using Value Set Security Using Shorthand Aliases Planning Decisions Freezing and Compiling the Definition Agenda Identifying a Descriptive Flexfield Determining the Descriptive Flexfield Name iii

6 Determining Available Resources Identifying Your Information Needs Identifying the Necessary Information Grouping Information By Usage Isolate Common Information Determine Different Contexts Descriptive Flexfield Components Using Global Segments Context-Sensitive Segments Distinguishing Between Contexts Using Reference and Context Fields Using Reference Fields Identifying Referenceable Columns Using Context Fields Locating the Flexfield Definition Storing Descriptive Flexfield Segments Freezing and Compiling the Definition Practice - Define a Descriptive Flexfield with Context- Sensitive Segment (Required) Solution - Define a DFF with a Context-Sensitive Segment Agenda Defining Values for a Value Set Modifying Value Definitions Summary Fundamentals of System Administration Fundamentals of System Administration Course Objectives Agenda Application Security Overview Oracle Application Security Overview Agenda Defining a New Application User Assigning Responsibilities to Users Practice - Create a new User (Required) Solution - Create a New User (Required) Practice - Submit a Concurrent Request (Required) Solution - Submit a Concurrent Request (Required) Agenda Importance of Responsibilities Components of a Responsibility Defining a New Responsibility Managing Function Security Menu Displays in the Navigator Excluding Functions and Menus Practice - Create a Responsibility using Menu Exclusions (Required) Solution - Create a Responsibility using Menu Exclusions (Required) Attribute Control and Web Inquiries Securing Attributes Example of Securing Attributes Excluding Attributes Agenda Defining a New Menu Structure Guided Demonstration - Create a Query only Form (Required) Menu Guidelines Agenda Profile Hierarchy Types Profile Hierarchy Levels - Security iv

7 Profile Hierarchy Levels - Organization Profile Hierarchy Levels - Server Personal Profile Values System Profile Options Using User Profile Values as Defaults Summary Fundamentals of Workflow & Alerts Fundamentals of Workflow & Alerts Objectives Agenda Enabling E-Business Workflow-Driven Business Processes Examples of Workflow Activities Traditional Workflow Event-Based Workflow Sample Workflow Process Integrating Business Processes Oracle Workflow Availability Agenda Oracle Workflow Architecture Workflow Development Client Oracle Workflow Builder Oracle Server Workflow Engine Workflow Processes Notification System Guided Demonstration - Demonstrate Workflow Builder (Required) Oracle Workflow Home Pages Worklist Web Pages Worklist Web Page Example Notification Details Web Page Guided Demonstration - Enter an Expense Report, Submit for Approval, Approve and Respond to Notifications (Required) Notifications Business Event System Architecture Business Event System Components Directory Services Application Server Notification Mailer End-User Client Notification Worklist Workflow Monitor Web Pages Guided Demonstration - Use the Workflow Monitor (Required) Practice - View Approval Process using Workflow Monitor (Required) Solution - View Approval Process Using Workflow Monitor (Required) Agenda System Integration with Workflow Inter-Enterprise Business Processes Subscription-Based Processing Business Event System Components Business Event System Example Supported System Integration Types Agenda Key Implementation Considerations Agenda Alert Process Overview v

8 Examples of Event Alerts Examples of Periodic Alerts What Is an Exception? Action Types Action Levels Guided Demonstration - Logging In and Off Oracle Applications Practice - Create and Test a Period Alert (Optional) Solution - Create and Test a Periodic Alert (Optional) Differences Between Alert and Workflow Summary i Daily Business Intelligence: Overview i Daily Business Intelligence: Overview Objectives Daily Business Intelligence (DBI): Introduction Business Needs for Daily Business Intelligence Daily Business Intelligence Relationship in the E-Business Suite Daily Business Intelligence Coverage Daily Business Intelligence Report Components Daily Business Intelligence Pages Daily Business Intelligence Parameters Daily Business Intelligence Responsibilities Daily Business Intelligence Regions Daily Business Intelligence Reports Practice - Shipping Management Page (Required) Solution - Shipping Management Page Summary Appendix - 11i10 E-Business Suite Footprint Appendix - 11i10 E-Business Suite Footprint vi

9 Preface Profile Before You Begin This Course Before you begin this course, you should have the following qualification: Basic navigation skills in Oracle Applications Suggested Prerequisites 11i Navigate Oracle Applications (14468GC20) How This Course Is Organized 11i ebusiness Suite Essentials for Implementers is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations and written practice sessions reinforce the concepts and skills introduced. Related Publications Oracle Publications Title Part Number Oracle Applications Concept B Multiple Organizations in Oracle Applications A Oracle Applications Flexfield Guide A Oracle Alert User s Guide A Additional Publications System release bulletins Installation and user s guides read.me files Oracle Magazine vii

10 Typographic Conventions Typographic Conventions in Text Convention Element Example Bold italic Glossary term (if The algorithm inserts the new key. there is a glossary) Caps and lowercase Courier new, case sensitive (default is lowercase) Initial cap Buttons, check boxes, triggers, windows Code output, directory names, filenames, passwords, pathnames, URLs, user input, usernames Graphics labels (unless the term is a proper noun) Click the Executable button. Select the Can t Delete Card check box. Assign a When-Validate-Item trigger to the ORD block. Open the Master Schedule window. Code output: debug.set ( I, 300); Directory: bin (DOS), $FMHOME (UNIX) Filename: Locate the init.ora file. Password: User tiger as your password. Pathname: Open c:\my_docs\projects URL: Go to User input: Enter 300 Username: Log on as scott Customer address (but Oracle Payables) Italic Quotation marks Uppercase Emphasized words and phrases, titles of books and courses, variables Interface elements with long names that have only initial caps; lesson and chapter titles in crossreferences SQL column names, commands, functions, schemas, table names Do not save changes to the database. For further information, see Oracle7 Server SQL Language Reference Manual. Enter user_id@us.oracle.com, where user_id is the name of the user. Select Include a reusable module component and click Finish. This subject is covered in Unit II, Lesson 3, Working with Objects. Use the SELECT command to view information stored in the LAST_NAME column of the EMP table. Arrow Menu paths Select File > Save. Brackets Key names Press [Enter]. Commas Key sequences Press and release keys one at a time: [Alternate], [F], [D] Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del] viii

11 Typographic Conventions in Code Convention Element Example Caps and Oracle Forms When-Validate-Item lowercase triggers Lowercase Column names, table names SELECT last_name FROM s_emp; Passwords PL/SQL objects DROP USER scott IDENTIFIED BY tiger; OG_ACTIVATE_LAYER (OG_GET_LAYER ( prod_pie_layer )) Lowercase italic Uppercase Syntax variables SQL commands and functions CREATE ROLE role SELECT userid FROM emp; Typographic Conventions in Navigation Paths Typographic Conventions in Navigation Paths This course uses simplified navigation paths, such as the following example, to direct you through Oracle Applications. (N) People > Enter and Maintain > (M) Query-Find > (B) Assignment This simplified path translates to the following: 1. (N) From the Navigator window, select People then Enter and Maintain. 2. (M) From the menu, select Query then Find your employee. 3. (B) Click the Assignment button. Notations: (N) = Navigator (M) = Menu (T) = Tab (B) = Button (I) = Icon (H) = Hyperlink ix

12 Typographical Conventions in Help System Paths This course uses a navigation path convention to represent actions you perform to find pertinent information in the Oracle Applications Help System. The following help navigation path, for example Oracle HRMS > Total Compensation Elements Setup > Elements > How To > Define an Element represents the following sequence of actions: 1. In the navigation frame of the help system window, expand your local Oracle HRMS entry. 2. Under the Oracle HRMS entry, expand Total Compensation Elements Setup. 3. Under Total Compensation Elements Setup, expand Elements. 4. Under Elements, expand How To. 5. Under How To, select Define an Element. This will display step-by-step instructions on how to complete the Element window. x