This appendix covers the following topics:
A national sales organization headed by Ruth Stamos is split into East and West regions with districts in the Eastern region.
The following diagram shows the hierarchy of the employees at the organization.
The following table lists the roles for the organization and the flags that should be selected for the role during set up.
Role |
Flag |
---|---|
National Sales Manager | Manager |
Regional Sales Manager | Manager |
District Sales Manager | Manager |
Sales Representative | Member |
Senior Sales Representative | Member |
Setup of this scenario requires the following steps:
Create a resource for each person.
The following table lists the resources set up for the organization.
Resource |
---|
Ruth Stamos |
Audrey Clark |
Richard Lee |
Ken Levy |
Allison Hashimoto |
Karen Gibson |
Jessie Chan |
Alma Santiago |
Renee Watson |
Jerry Washington |
George Clark |
William Frederick |
Create 5 roles.
The following table shows the roles set up for the company and the flags that must be enabled for each role during setup.
Role Name |
Flag Selected |
---|---|
National Sales Manager | Manager |
Regional Sales Manager | Manager |
District Sales Manager | Manager |
Sales Representative | Member |
Senior Sales Representative | Member |
Assign roles to resources.
The following table shows the roles assigned to each resource within the organization.
Resource |
Role |
---|---|
Ruth Stamos | National Sales Manager |
Audrey Clark | Regional Sales Manager |
Richard Lee | Regional Sales Manager |
Ken Levy | District Sales Manager |
Allison Hashimoto | District Sales Manager |
Karen Gibson | District Sales Manager |
Jessie Chan | Senior Sales Representative |
Alma Santiago | Sales Representative |
Renee Watson | Sales Representative |
Jerry Washington | Senior Sales Representative |
George Clark | Sales Representative |
William Frederick | Senior Sales Representative |
Create groups and parent/child relationships.
The following table lists the parent/child relationships for the groups for the organization.
Group |
Parent of: |
---|---|
National Sales | Western Region, Eastern Region |
Western Region | - |
Eastern Region | Northeast District, Southeast District, New Products |
Northeast District | - |
Southeast District | - |
New Products | - |
Assign resources to groups.
The following table lists the resources assigned to each group.
Resource |
Role |
Group |
---|---|---|
Ruth Stamos | National Sales Manager | National Sales |
Audrey Clark | Regional Sales Manager | Western Region |
Richard Lee | Regional Sales Manager | Eastern Region |
Ken Levy | District Sales Manager | Northeast District |
Allison Hashimoto | District Sales Manager | Southeast District |
Karen Gibson | District Sales Manager | New Products |
Jessie Chan | Senior Sales Representative | Northeast District |
Alma Santiago | Sales Representative | Northeast District |
Renee Watson | Sales Representative | Southeast District |
Jerry Washington | Senior Sales Representative | Southeast District |
George Clark | Sales Representative | New Products |
William Frederick | Senior Sales Representative | New Products |
Check hierarchy.
Refer to the Oracle Trading Community Architecture User Guide for information on accessing Resource Manager and group hierarchies.
Select Ruth Stamos from the Name LOV.
Select All from the View By LOV.
The Members section should show all resources in the organization.
Select Direct Reports from the View By LOV.
The Members section should only show Richard Lee and Audrey Clark.
Repeat this procedure for all resources.
Senior Sales Representatives determine who works on each sale and can also change price lists and discounts. Managers can edit their subordinates’ quotes.
Setup of this scenario requires the setting up of profile options in Forms UI and OA Personalization in HTML UI.
The following table lists the profile option and OA Personalization settings for each resource.
Note: OA Personalization is mentioned only when the profiles are applicable for the Forms interface.
Resource | Role |
Profile Option |
OA Personalization |
---|---|---|---|
Ruth Stamos | National Sales Manager | Set ASO: Manager Role Access to Update | |
Audrey Clark | Regional Sales Manager | Set ASO: Manager Role Access to Update. | |
Richard Lee | Regional Sales Manager | Set ASO: Manager Role Access to Update. | |
Ken Levy | District Sales Manager | Set ASO: Manager Role Access to Update. | |
Allison Hashimoto | District Sales Manager | Set ASO: Manager Role Access to Update. | |
Karen Gibson | District Sales Manager | Set ASO: Manager Role Access to Update. | |
Jessie Chan | Senior Sales Representative | Set ASO: Price List Override to Yes. Set ASO: Discounting Privilege to Full. |
Enable the Currency and Price List fields in the HTML UI. |
Alma Santiago | Sales Representative | Set ASO: Price List Override to No. Set ASO: Discounting Privilege to None. |
Disable the Currency and Price List fields in the HTML UI. |
Renee Watson | Sales Representative | Set ASO: Price List Override to No. Set ASO: Discounting Privilege to None. |
Disable the Currency and Price List fields in the HTML UI. |
Jerry Washington | Senior Sales Representative | Set ASO: Price List Override to Yes. Set ASO: Discounting Privilege to Full. |
Enable the Currency and Price List fields in the HTML UI. |
George Clark | Sales Representative | Set ASO: Price List Override to No. Set ASO: Discounting Privilege to None. |
Disable the Currency and Price List fields in the HTML UI. |
William Frederick | Senior Sales Representative | Set ASO: Price List Override to Yes. Set ASO: Discounting Privilege to Full. |
Enable the Currency and Price List fields in the HTML UI. |
The East Region of the national sales organization has a group dedicated to working across districts selling new products to existing customers. This group should have the ability to create new quotes for all customers, whereas the Southeast and Northeast district teams should only have access to quotes for which they are on the sales team.
For users on the Northeast and Southeast teams, set the profile ASN: Customer Access Privilege to Sales Team and the ASO: New Quote Security profile to Yes.
For employees on the new product team, set the profile ASN: Customer Access Privilege to Full and the ASO: New Quote Security profile to Yes.
The following table lists the resources, their associated roles, and the profile option settings.
Resource |
Role |
Profile Option |
---|---|---|
Jessie Chan | Senior Sales Representative | Set ASN: Customer Access Privilege to Sales Team. |
Alma Santiago | Sales Representative | Set ASN: Customer Access Privilege to Sales Team. |
Renee Watson | Sales Representative | Set ASN: Customer Access Privilege to Sales Team. |
Jerry Washington | Senior Sales Representative | Set ASN: Customer Access Privilege to Sales Team. |
George Clark | Sales Representative | Set ASO: New Quote Security to Yes. |
William Frederick | Senior Sales Representative | Set ASO: New Quote Security to Yes. |
The organization has a call center that handles new and existing quotes. Sales representatives are not dedicated to particular customers or quotes.
The profile ASO: Security Enable from API should be set to No. Therefore, no security check is performed. This speeds up performance.
The organization wants to automatically assign their sales teams based on territories. They want Quoting to automatically call Territory Manager to assign sales teams at quote creation directly, and from templates. Additionally, they want to be able to call Territory Manager on user request.
The profile option ASO: Automatic Sales Team Assignment must be set to Partial.
A user can be a member of multiple sales groups, a manager of multiple sales groups or a combination i.e. a member in one or more sales groups and a manager in one or more sales groups.
In the organization, Karen Gibson is a Manager and Renee Watson is a Sales Representative. Here is the interaction between the ASO: Modify Sales Credits and ASO: View Sales Credits profile options under different scenarios.
This tables explains the application behavior when Renee Watson is the user.
ASO: View Sales Credits = Yes | ASO: View Sales Credits = Partial | ASO: View Sales Credits = No | |
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ASO: Modify Sales Credits = Yes |
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ASO: Modify Sales Credits = Partial |
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ASO: Modify Sales Credits = No |
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This tables explains the behavior when Karen Gibson is the user.
ASO: View Sales Credits = Yes | ASO: View Sales Credits = Partial | ASO: View Sales Credits = No |
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ASO: Modify Sales Credits = Yes |
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ASO: Modify Sales Credits = Partial |
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ASO: Modify Sales Credits = No |
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