11i ebusiness Suite Essentials for Implementers Student Guide D13762GC40 Edition 4.0 March 2005 D41388
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Table of Contents Overview of Essentials for Implementers...1-1 Overview of Essentials for Implementers...1-2 Objectives...1-3 Course Purpose...1-4 What Are We Going to Introduce?...1-5 Where Can I Get More Help?...1-6 11i E-Business Suite Documentation...1-7 Oracle University Courses...1-8 Other Resources...1-9 Logging On to Oracle Applications...1-11 Personal Homepage to Applications...1-12 Choosing a Responsibility...1-13 Navigator...1-14 Expanding or Collapsing the Navigation List...1-15 Expanding or Collapsing Several Items...1-16 Field Colors...1-17 Searching for Information...1-18 Query Versus Find...1-19 Logging Off from Oracle Applications...1-20 Guided Demonstration - Logging In and Off Oracle Applications...1-21 Summary...1-22 Introduction to 11i10 E-Business Suite...2-1 Introduction to 11i10 E-Business Suite...2-2 Objectives...2-3 Agenda...2-4 Oracle E-Business Suite...2-5 Oracle: Complete E-Business Suite...2-6 Integrated, Yet Modular...2-7 Benefits of Oracle E-Business Suite...2-8 Some Oracle Application Product Families...2-9 11i10 EBS Footprint Automate All Business Processes Across All Functional Areas...2-11 11i10 EBS Footprint Automate All Business Processes Across All Functional Areas...2-12 Automate All Business Processes...2-13 Understanding the 11i Architecture...2-14 The Business Architecture of 11i...2-15 The Technical Architecture of 11i...2-17 Basic Technical Architecture of Oracle E-Business Suite...2-19 Desktop/Client Tier...2-20 Applications Tier...2-22 Database Tier...2-25 The Network...2-26 Summary...2-27 Shared Entities and Integration...3-1 Shared Entities and Integration...3-2 Objectives...3-3 Agenda...3-4 What Are Shared Entities?...3-5 e-business Shared Entity: Examples...3-6 Application Object Library (AOL)...3-7 Set of Books...3-8 Units of Measure...3-10 i
Items...3-11 Suppliers...3-12 Customers...3-13 Sales Force...3-14 Employees...3-15 Practice - Create a new Employee & create a Resource (Required)...3-16 Solution - Create a New Employee (Required)...3-19 Locations...3-24 Organizations...3-25 CRM Application Foundation (JTA)...3-26 Agenda...3-28 Key Business Flows...3-29 Forecast to Plan...3-30 Procure to Pay...3-31 Demand to Build...3-33 Campaign to Order...3-35 Click to Order...3-37 Order to Cash...3-39 Contract to Renewal...3-40 Request to Resolution...3-42 Project to Profit...3-44 People to Paycheck...3-45 Summary...3-46 Fundamentals of Multi-Org...4-1 Fundamentals of Multi-Org...4-2 Objectives...4-3 Agenda...4-4 What Is Multi-Org?...4-5 Basic Business Needs...4-6 Agenda...4-8 Organization Model...4-9 Business Group...4-10 Set of Books...4-11 Legal Entity...4-12 Operating Unit...4-13 Balancing Entity...4-14 Balancing Entity Examples...4-16 Inventory Organization...4-18 Sample Organization Structure...4-19 Agenda...4-20 Security Model...4-21 Data Security by Application...4-22 Global Registries...4-23 Practice - Understand how Multi-Org Secures Application Data (Required)...4-24 Solution - Understand how Multi-Org Secures Application Data (Required)...4-26 Agenda...4-29 Cross Organization Reporting...4-30 Organization Reporting Options Set of Books...4-31 Organization Reporting Options Legal Entity...4-32 Organization Reporting Options Operating Unit...4-33 Cross Organization Reporting Key Benefits...4-34 Agenda...4-35 Basic Steps to Enable Multi-Org...4-36 Define the Organization Structure...4-37 Convert to Multi-Org...4-39 Perform Setups Unique to Each Operating Unit...4-41 ii
Adding to the Organization Structure...4-42 Organization Naming Considerations...4-43 Summary...4-47 Fundamentals of Flexfields...5-1 Fundamentals of Flexfields...5-2 Objectives...5-3 Agenda...5-4 Using Flexfields to Configure Applications...5-5 Benefits of Flexfields...5-6 Key and Descriptive Flexfields...5-7 Key Flexfields...5-8 Using Key Flexfields to Build Intelligent Keys...5-9 Key Flexfield Examples...5-10 Guided Demonstration - Enter an Item, Discuss Key and Descriptive Flexfields (Required)...5-11 Guided Demonstration - Enter an Asset, Discuss Context Sensitivity (Required)...5-13 Descriptive Flexfields...5-15 Descriptive Flexfield Examples...5-16 Key and Descriptive Flexfield Comparison...5-17 Components of a Flexfield...5-18 Segment Prompts and Value Descriptions...5-19 General Steps to Implement a Flexfield...5-20 Agenda...5-21 Planning a Value Set...5-22 Validating Input Using Value Sets...5-23 Value Set Attributes...5-24 Types of Value Sets...5-26 Planning Data Format Validation...5-28 Defining Value Sets...5-29 Practice - Create Value Sets (Required)...5-30 Solution - Create Value Sets (Required)...5-32 Agenda...5-34 Planning a Key Flexfield...5-35 Designing the Key Flexfield Layout...5-36 Key Flexfield Structure...5-37 Key Flexfield Code Combinations...5-38 Storing Code Combinations...5-39 Key Flexfield Qualifiers...5-40 Types of Key Flexfield Qualifiers...5-41 Key Flexfield Qualifiers Identify Key Flexfield Segments...5-42 Identifying Values in Flexfield Segments with Segment Qualifiers...5-43 Defining Flexfield Qualifiers...5-44 Examples of Segment Defaults...5-45 Practice - Create a Structure for a Key Flexfield and add Value Sets (Required)...5-47 Solution - Create a Structure for a Key Flexfield (Required)...5-50 Practice - Test the Flexfield (Required)...5-59 Solution - Test the Flexfield (Required)...5-61 Other Key Flexfield Features...5-63 Allowing Dynamic Insertion...5-64 Cross-Validating Values...5-65 Using Value Set Security...5-66 Using Shorthand Aliases...5-67 Planning Decisions...5-68 Freezing and Compiling the Definition...5-70 Agenda...5-71 Identifying a Descriptive Flexfield...5-72 Determining the Descriptive Flexfield Name...5-73 iii
Determining Available Resources...5-75 Identifying Your Information Needs...5-76 Identifying the Necessary Information...5-77 Grouping Information By Usage...5-78 Isolate Common Information...5-79 Determine Different Contexts...5-80 Descriptive Flexfield Components...5-81 Using Global Segments...5-82 Context-Sensitive Segments...5-83 Distinguishing Between Contexts...5-84 Using Reference and Context Fields...5-85 Using Reference Fields...5-86 Identifying Referenceable Columns...5-87 Using Context Fields...5-88 Locating the Flexfield Definition...5-89 Storing Descriptive Flexfield Segments...5-90 Freezing and Compiling the Definition...5-91 Practice - Define a Descriptive Flexfield with Context- Sensitive Segment (Required)...5-92 Solution - Define a DFF with a Context-Sensitive Segment...5-97 Agenda...5-106 Defining Values for a Value Set...5-107 Modifying Value Definitions...5-108 Summary...5-109 Fundamentals of System Administration...6-1 Fundamentals of System Administration...6-2 Course Objectives...6-3 Agenda...6-4 Application Security Overview...6-5 Oracle Application Security Overview...6-7 Agenda...6-9 Defining a New Application User...6-10 Assigning Responsibilities to Users...6-11 Practice - Create a new User (Required)...6-12 Solution - Create a New User (Required)...6-14 Practice - Submit a Concurrent Request (Required)...6-17 Solution - Submit a Concurrent Request (Required)...6-18 Agenda...6-21 Importance of Responsibilities...6-22 Components of a Responsibility...6-23 Defining a New Responsibility...6-25 Managing Function Security...6-26 Menu Displays in the Navigator...6-27 Excluding Functions and Menus...6-28 Practice - Create a Responsibility using Menu Exclusions (Required)...6-30 Solution - Create a Responsibility using Menu Exclusions (Required)...6-32 Attribute Control and Web Inquiries...6-35 Securing Attributes...6-36 Example of Securing Attributes...6-37 Excluding Attributes...6-38 Agenda...6-39 Defining a New Menu Structure...6-40 Guided Demonstration - Create a Query only Form (Required)...6-42 Menu Guidelines...6-44 Agenda...6-45 Profile Hierarchy Types...6-46 Profile Hierarchy Levels - Security...6-47 iv
Profile Hierarchy Levels - Organization...6-48 Profile Hierarchy Levels - Server...6-49 Personal Profile Values...6-50 System Profile Options...6-51 Using User Profile Values as Defaults...6-52 Summary...6-53 Fundamentals of Workflow & Alerts...7-1 Fundamentals of Workflow & Alerts...7-2 Objectives...7-3 Agenda...7-4 Enabling E-Business...7-5 Workflow-Driven Business Processes...7-6 Examples of Workflow Activities...7-8 Traditional Workflow...7-9 Event-Based Workflow...7-10 Sample Workflow Process...7-11 Integrating Business Processes...7-12 Oracle Workflow Availability...7-13 Agenda...7-14 Oracle Workflow Architecture...7-15 Workflow Development Client...7-17 Oracle Workflow Builder...7-18 Oracle Server...7-19 Workflow Engine...7-20 Workflow Processes...7-21 Notification System...7-23 Guided Demonstration - Demonstrate Workflow Builder (Required)...7-24 Oracle Workflow Home Pages...7-26 Worklist Web Pages...7-27 Worklist Web Page Example...7-29 Notification Details Web Page...7-30 Guided Demonstration - Enter an Expense Report, Submit for Approval, Approve and Respond to Notifications (Required)...7-31 E-Mail Notifications...7-33 Business Event System Architecture...7-34 Business Event System Components...7-35 Directory Services...7-36 Application Server...7-37 Notification Mailer...7-38 End-User Client...7-39 Notification Worklist...7-40 Workflow Monitor Web Pages...7-41 Guided Demonstration - Use the Workflow Monitor (Required)...7-42 Practice - View Approval Process using Workflow Monitor (Required)...7-46 Solution - View Approval Process Using Workflow Monitor (Required)...7-48 Agenda...7-53 System Integration with Workflow...7-54 Inter-Enterprise Business Processes...7-55 Subscription-Based Processing...7-56 Business Event System Components...7-58 Business Event System Example...7-59 Supported System Integration Types...7-60 Agenda...7-61 Key Implementation Considerations...7-62 Agenda...7-64 Alert Process Overview...7-65 v
Examples of Event Alerts...7-66 Examples of Periodic Alerts...7-67 What Is an Exception?...7-68 Action Types...7-69 Action Levels...7-70 Guided Demonstration - Logging In and Off Oracle Applications...7-71 Practice - Create and Test a Period Alert (Optional)...7-72 Solution - Create and Test a Periodic Alert (Optional)...7-75 Differences Between Alert and Workflow...7-82 Summary...7-83 11i Daily Business Intelligence: Overview...8-1 11i Daily Business Intelligence: Overview...8-2 Objectives...8-3 Daily Business Intelligence (DBI): Introduction...8-4 Business Needs for Daily Business Intelligence...8-5 Daily Business Intelligence Relationship in the E-Business Suite...8-7 Daily Business Intelligence Coverage...8-8 Daily Business Intelligence Report Components...8-11 Daily Business Intelligence Pages...8-13 Daily Business Intelligence Parameters...8-15 Daily Business Intelligence Responsibilities...8-17 Daily Business Intelligence Regions...8-18 Daily Business Intelligence Reports...8-19 Practice - Shipping Management Page (Required)...8-21 Solution - Shipping Management Page...8-22 Summary...8-25 Appendix - 11i10 E-Business Suite Footprint...9-1 Appendix - 11i10 E-Business Suite Footprint...9-2 vi
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 B13892-01 Multiple Organizations in Oracle Applications A81174-02 Oracle Applications Flexfield Guide A75393-03 Oracle Alert User s Guide A75398-02 Additional Publications System release bulletins Installation and user s guides read.me files Oracle Magazine vii
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 http://www.oracle.com 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
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
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