This chapter covers the following topics:
This chapter describes setup tasks that you must perform to Oracle Service Fulfillment Manager (SFM) that are specific to the Oracle Telecommunications Service Ordering (TSO) solution.
Before you can set up Oracle Service Fulfillment Manager for use with the TSO solution, you must set up Oracle Installed Base and Oracle Order Management. For more information, see the chapter, Set Up Install Base.
Following is the setup checklist for implementing TSO-specific functionality for Oracle Service Fulfillment Manager.
| Setup Step | Required/Optional |
|---|---|
| Implement Oracle Service Fulfillment Manager | Required |
| Create SFM-Enabled Workflow Header Process | Required |
| Create SFM-Enabled Workflow Line Process | Required |
| Add Function for Menu Notifications | Optional |
| Create PL/SQL Procedure to Update Active Flag | Optional |
| Create Workflow Process | Optional |
| Define Work Item | Optional |
| Map Line Types | Optional |
| Enable Order Cancellation | Optional |
For more information on functionality, setting up, or using Oracle Service Fulfillment Manager, refer to the Oracle Service Fulfillment Manager Implementation Guide.
Use the following procedure to create an Oracle Order Management Workflow header process to use for SFM. In this procedure, log in to Workflow Builder.
Steps
Open the OM Order Header workflow item type (OEOH).
Open the Service Fulfillment Header workflow item type (XDPOMOH).
In the item type, OEOH, open the Order Flow - Generic process.
Save this process with a new name Order Flow - Service Fulfillment.
Drag and drop the Service Fulfillment Order process from the item type, XDPOMOH, into Order Flow - Service Fulfillment between the Book - Order, Manual and Close - Order processes.
Save your work.
Use the following procedure to create an Oracle Order Management Workflow line process to use for SFM. In this procedure, log in to Workflow Builder.
Steps
To customize the Workflow, change the Access Level to 100:
Choose Help, About Oracle Workflow Builder.
In the Access Level field, enter 100.
Click OK.
Open the OM Order Line workflow item type (OEOL).
Open the Service Fulfillment Line workflow item type (XDPOMOL).
In item type OEOL, open the Line Flow - Service Fulfillment process that you created in the section, "Add Installed Base Activity to OM Line Workflow", in the chapter, Set Up Order Management.
Drag the activity, Service Fulfillment (For Activation Required Items), from item type, XDPOMOL, and drop it between Ship - Line, Manual and Fulfill - Deferred.
Save your work.
This is an optional procedure.
In this procedure you are adding the Workitem Notification Redirection to the menu for notifications. This procedure assumes that you have not already added Workitem Notification Redirection to the menu. This function lets you view error notifications in HTML. For more information, see the section, "Manage Failure Notifications in HTML", in the chapter, Administering the Solution.
In this procedure, log in to Oracle Forms with System Administrator responsibility and navigate to Applications, Menu.
Steps
Select Menu and click Open. The Menus window opens.
In the Menu field, query for FND_WFADMIN_NEW.
Select New.
On the new empty line, keep the Prompt and Submenu fields empty.
In the Function field, click the List of Values. The Function window opens.
Enter the Search criteria, %redirect%.
Select Workitem Notification Redirection, and click OK. Both the Function and Description fields automatically populate.
Save your work.
When the message about recompiling menus appears, click OK.
See also: The end-user procedure that uses the preceding setup is in the section, "Manage Failure Notifications in HTML", in the chapter, Administering the Solution
The following information is a specific example that you can consider for a reference. It is not a requirement that you create your PL/SQL procedure in this manner.
In this procedure, use the PL/SQL editor of your choice to create a package in your instance. The procedure in this package updates the work item parameter, ACTIVE_FLAG, to Y. You define ACTIVE_FLAG as an extended attribute for your Service Fulfilment Items in the section, "Map Work Item to Item and Action (Line Transaction Type) Combination", below.
CREATE OR REPLACE PACKAGE XXMACD_SFM_UTILS AS
PROCEDURE SET_ACTIVE(itemtype IN VARCHAR2,
itemkey IN VARCHAR2,
actid IN NUMBER,
funcmode IN VARCHAR2,
resultout OUT VARCHAR2);
END;
/
CREATE OR REPLACE PACKAGE BODY XXMACD_SFM_UTILS AS
PROCEDURE SET_ACTIVE(itemtype IN VARCHAR2,
itemkey IN VARCHAR2,
actid IN NUMBER,
funcmode IN VARCHAR2,
resultout OUT VARCHAR2) IS
l_wi_instance_id NUMBER ;
BEGIN
-- RUN mode - normal process execution
--
IF (funcmode = 'RUN') THEN
l_wi_instance_id := WF_ENGINE.GetItemAttrNumber
(itemtype => itemtype ,
itemkey => itemkey ,
aname => 'WORKITEM_INSTANCE_ID');
XDP_ENGINE.SET_WORKITEM_PARAM_VALUE
(P_WI_INSTANCE_ID => l_wi_instance_id,
P_PARAMETER_NAME => 'ACTIVE_FLAG',
P_PARAMETER_VALUE => 'Y');
resultout:= 'COMPLETE';
RETURN;
ELSE
resultout := xdp_om_util.HandleOtherWFFuncmode(funcmode);
RETURN;
END IF;
EXCEPTION
WHEN OTHERS THEN
wf_core.context('XXMACD_SFM_UTILS','SET_ACTIVE', itemtype, itemkey, actid, NULL);
RAISE;
END SET_ACTIVE;
END XXMACD_SFM_UTILS;
The following example is an option. It is not a requirement.
This example assumes sample names for:
Item Type: SFMTEST - SFM Test Item Type
Function: Update WI Active Flag
Procedure: XXMACD_SFM_UTILS.SET_ACTIVE
Process: SFM MACD Test WorkItem Process
In this procedure, use Workflow Builder module.
Steps
Create a new Item Type. For example: SFMTEST - SFM Test Item Type.
Associate the following three previously defined Service Fulfillment Manager item types to the new item type:
Create a Function. For example: Update WI Active Flag.
Map the function to the procedure, XXMACD_SFM_UTILS.SET_ACTIVE, that you created in the section, "Create PL/SQL Procedure to Update Active Flag", above.
Define a process. For example: SFM MACD Test WorkItem Process.
Drag the function, Update WI Active Flag, into the process.
Drag the functions, Start and End, from Item Type Standard and into the process.
Drag the function, Complete Work Item, from Item Type SFM Standard into the process.
Define the flow between the functions as follows:
Start...to
Update WI Update Flag...to
Complete Work Item...to
End
Save your work.
The following example is an option. It is not a requirement.
This example assumes sample names for:
Item Type: SFMTEST - SFM Test Item Type
Function: Update WI Active Flag
Procedure: XXMACD_SFM_UTILS.SET_ACTIVE
Process: SFM MACD Test WorkItem Process
In this procedure, log in to Oracle Forms with SFM System Administrator responsibility and navigate to Setup, Service Definition, Work Items.
Prerequisites (see the following sections:)
"Create PL/SQL Procedure to Update Active Flag"
"Create Workflow Process"
Steps
For the work item, specify Display Name (Set Active), Internal Name, Version and Begin Date.
From the list, choose Work Item Type User-Defined Workflow.
From the Item Type list, choose the SFM Test Item Type that you created in the section, "Create Workflow Process", above.
From the Process list, choose the SFM MACD Test WorkItem Process that you created in the section, "Create Workflow Process", above.
Specify an Item Key for this Work Item. For example, an Item Key could be SFMMACD. The Item Key value becomes the prefix for the Workflow Item Key.
Navigate to the Parameters tab.
Choose the parameters: Active, Phone, and Primary. These parameters are extended attributes that you defined in the section, "Create Extended Attributes", in the chapter, Set Up Install Base.
You can attach one or more work items or tasks to a combination of item and action. In this procedure, log in to Service Fulfillment Manager with SFM Administrator responsibility and navigate to Setup, Service Definition, Service Actions.
Prerequisites
You must have created the work item, the item, and the action.
Steps
For each of the Service Fulfillment items that you defined according to standard setup for Oracle Service Fulfillment Manager, navigate to the Actions tab and map the Line Transaction Types, ADD and CHANGE, to the item. For more information on setting up Service Fulfillment items, see Oracle Service Fulfillment Manager Implementation Guide.
Navigate to the Work Item for Action tab and map Work Item Set Activate to the two Item Action combinations.
To set up order cancellation, you must:
Create a validation template in Oracle Order Management
Create a Processing Constraint
Build Rollback Activities into Workflow
Test Order Cancellation
These steps are discussed below.
The following procedures describe how to create a validation template in Oracle Order Management for the purpose of setting up order cancellation in Oracle Service Fulfillment Manager.
In this procedure, log in to Oracle Order Management and navigate to Setup > Rules, Security, Validation Templates.
Steps
In the Entity field, specify Order Header.
Enter the Template Name. For example: Validate SFM Cancel.
Enter the Short Name. For example: SFMCNCL.
Enter Description. For example: Attempt to cancel order in SFM.
Select Validation Type as the API.
Enter the PL/SQL Package Name, XDP_CANCEL_ORDER.
Enter the Procedure Name, CANCEL_SFM_ORDER.
Save the validation template and record the name of the template.
After you have created a validation template, create a processing constraint to enable order cancellation in Oracle Service Fulfillment Manager.
In this procedure, log in to Oracle Order Management and navigate to Setup > Rules, Security, Processing Constraints.
Prerequisite
Validate template has been created.
Steps
Query for the Application, Order Management, and the Entity, Order Header.
For the Constraint Cancel, add the following condition:
Navigate to Condition tab.
Select the Scope, Any.
In Validation Entity field, enter Order Header.
In the Record Set field, enter Order.
Enter the validation template name that you specified when you created the validation template above.
Enter a User Msg that should appear when the order cannot be cancelled.
Save the Processing Constraint.
Note: The condition for the Cancel Order functionality should always be the last condition.
To enable order cancellation in Oracle Service Fulfillment Manager, you must also build Rollback Activities into the workflow. This is an implementation dependent task.
An SFM_Rollback Workflow has seeded:
Item_Type = XDPPROV (SFM Fulfillment Processes)
Dummy Process = CANCEL_ORDER_PROCESS
You can extend this process at implementation time to do business-specific rollback for any Oracle Service Fulfillment Manager work done up to the point that the cancel order was executed.
Test that order cancellation is working properly. You can cancel orders only at header level and not at the line level.
In this procedure, log in to Oracle Order Management and navigate to Order, Returns, Sales Order.
Steps
Query the order you wish to cancel.
At the order header level, select Action.
From the List of Actions, select Cancel.
Enter a Reason for cancellation and any comments.
Click the OK button.
Note: If cancellation is successful, the Rollback Workflow starts, or otherwise, the user-defined error message appears.
Some tips relating to Oracle Service Fulfillment Manager include:
An attribute that is mandatory in Oracle Service Fulfillment Manager also needs to be mandatory in Oracle Configurator Developer. For more information about configuration attributes, see Oracle Configurator Methodologies.
If Oracle Service Fulfillment Manager fails to accept the order after booking the order in Oracle Quoting, then Oracle Quoting never receives the error message. In Oracle Order Management's Sales Order form, these errors have a status of Provisioning Failed. To see the status of these provisionable order lines, you must go to the Oracle Order Management Sales Order form.
If Oracle Service Fulfillment Manager fails to accept the order after booking the order in Oracle Quoting, you must progress the order from Oracle Order Management's Sales Order form.
The Oracle Bills of Material routing includes the definition of the activation sequence of lines. When Oracle Service Fulfillment Manager receives a provisionable model with provisionable components, Oracle Service Fulfillment Manager provisions the model first and then its components.
The model developer must ensure that: