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Oracle E-Business Suite Extensions for Oracle Endeca Integration and System Administration Guide
Release 12.1.3.4
Part Number E37993-04
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Oracle Order Management Extensions for Oracle Endeca

This chapter covers the following topics:

Overview

The Oracle Order Management application is an order-to-cash solution that provides capabilities for customers, partners, and employees to select the right products and services, negotiate best prices, and ensure timely and accurate order fulfillment. Delays in order fulfillment impacts organization overhead, customer satisfaction, and revenue.

Oracle Order Management Extensions for Oracle Endeca enable you to search and filter Open Orders, Closed Orders, and Returns information on a wide range of search criteria. You can view and analyze order information and order fulfillment delays using Key Performance Indicators (KPIs), performance evaluation metrics, charts, graphs, and tables. Based on this data, organizations can take corrective action to streamline the order fulfillment process, meet periodic sales targets by prioritizing high value orders, and fix revenue leakage caused by RMAs.

This chapter provides product-specific details required to integrate Endeca Information Discovery (EID) with Oracle E-Business Suite (EBS) Release 12.1.3.3 for the Oracle Order Management Extensions for Oracle Endeca application. This supplements the information provided in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1.1). You must read this document and make note of the requirements before you begin your installation.

Oracle Order Management Extensions for Oracle Endeca User Interface

Open Orders Page

The Endeca Open Orders page displays dashboard metrics related to fulfillment delays on open sales orders which are at various stages of the order-to-cash cycle, but not yet closed. The page displays information and data graphically and in tabular format. The following graphic displays a view of the Endeca Open Orders page.

From the Order Information Super User responsibility, navigate to the Open Orders page:

(N) Order Information Super User > Order Information > Information Discovery > Open Orders

the picture is described in the document text

When you open the Endeca Open Orders page under the Information Discovery tab, you can search and filter order fulfillment delay information. You can analyze the data and review open order and production metrics, charts, graphs, and tables. The following table describes the Endeca Open Orders page regions and components:

Region Components
Guided Navigation You can use the Guided Navigation component to filter data using attribute groups. Expand the following attribute groups to view and select attribute names:

Order Information
  • Fulfillment Delay

  • Order Amount

  • Order Quantity

  • Order Date

  • Request Date

  • Scheduled Ship Date

  • Actual Ship Date

  • Scheduled Arrival Date

  • Actual Arrival Date

  • Latest Acceptable Date

  • Product

  • Product Description

  • Warehouse

  • Shipment Method

  • Carrier

  • Source Type

  • Line Type

  • Line Status

  • Request Date Type

  • Salesperson

  • Operating Unit

  • Holds


Customer Information
  • Customer

  • Customer Number

  • Ship To Customer

  • Ship To Customer Number

  • Ship To Contact

  • Ship To Site

  • Ship To City

  • Ship To State

  • Ship To Country

  • Bill To Customer

  • Bill To Customer Number

  • Bill To Contact

  • Bill To Site

  • Bill To City

  • Bill To State

  • Bill To Country

Open Orders: Metrics (metrics bar)
  • Fulfillment Delay (Days)

    The sum of fulfillment delays for each order line (inclusive of zero values) divided by number of order lines.

  • Order Amount

    The sum of product of Unit Selling Price and Ordered Quantity for each order line.

    Note: The order amount for each line is the amount on the order line (referred to as transaction amount) converted into the functional currency of the operating unit or the currency specified in OM: Endeca Display Currency.

  • Order Quantity

    The sum of order quantity for each line.

    Note: The order quantity for each line is the quantity on the order line (referred to as transaction quantity in OM Extensions for Endeca) converted into the Primary UOM of the product.

  • Orders

    Number of orders (not order lines).

Open Orders: Holds (tag cloud component) Top Ten Open Orders: Holds Tag Cloud Component

Note: The Open Orders: Holds tag cloud component displays the top ten open orders on hold reasons by frequency of occurrence.

Open Orders: Visualizations (tabbed component container)
Open Orders (tab)
Order Amount by Customer, Product (chart)
  • Sort Options

    • Customer

    • Customer by Order Amount (sum)

  • Metric (value axis)

    • Order Amount

    • Order Quantity

  • Dimensions (category axis)

    • Customer

    • Product

    • Warehouse

  • Series Dimensions (color)

    • Product

    • Customer

    • Warehouse

    • Shipment Method

    • Line Status

    • Line Type

Open Orders: Visualizations (tabbed component container)
Fulfillment Delays (tab)
Order Amount by Fulfillment Delay, Customer (chart)
  • Sort Options

    • Fulfillment Delay

    • Fulfillment Delay by Order Amount (sum)

  • Metric (value axis)

    • Order Amount

    • Order Quantity

  • Series Dimensions (color)

    • Customer

    • Product

    • Warehouse

    • Shipment Method

    • Line Status

    • Line Type

Open Orders: Visualizations (tabbed component container)
Holds (tab)
Order Amount by Holds, Customer (chart)
  • Sort Options

    • Holds

    • Holds by Order Amount (sum)

  • Metric (value axis)

    • Order Amount

    • Order Quantity

    Series Dimensions (color)

    • Customer

    • Product

    • Warehouse

    • Line Status

    • Line Type

Open Orders: Results Open Orders: Results (results table)
  • Column Sets

    • Order

    • Customer

    • Delay and Dates

    • Others

  • Actions

    • Print

    • Export

Open Orders; Details Open Orders: Details (cross tab)

Closed Orders Page

The Endeca Closed Orders page displays dashboard metrics related to fulfillment delays on closed sales order lines. The page displays information and data graphically and in tabular format. The following graphic displays a view of the Endeca Closed Orders page.

From the Order Information Super User responsibility, navigate to the Closed Orders page:

(N) Order Information Super User > Order Information > Information Discovery > Closed Orders

the picture is described in the document text

When you open the Endeca Closed Orders page under Information Discovery, you can search and filter order fulfillment delay information. You can analyze the data and review closed order line and production metrics, charts, graphs, and tables. The following table describes the Endeca Closed Orders page regions and components:

Region Components
Guided Navigation You can use the Guided Navigation component to filter data using attribute groups. Expand the following attribute groups to view and select attribute names:

Order Information
  • Fulfillment Delay

  • Order Amount

  • Order Quantity

  • Order Date

  • Request Date

  • Scheduled Ship Date

  • Actual Ship Date

  • Scheduled Arrival Date

  • Actual Arrival Date

  • Latest Acceptable Date

  • Fulfillment Date

  • Product

  • Product Description

  • Warehouse

  • Shipment Method

  • Carrier

  • Line Type

  • Request Date Type

  • Salesperson

  • Operating Unit


Customer Information
  • Customer

  • Customer Number

  • Ship To Customer

  • Ship To Customer Number

  • Ship To Contact

  • Ship To Site

  • Ship To City

  • Ship To State

  • Ship To Country

  • Bill To Customer

  • Bill To Customer Number

  • Bill To Contact

  • Bill To Site

  • Bill To City

  • Bill To State

  • Bill To Country

Closed Orders: Metrics (metrics bar)
  • Fulfillment Delay (Days)

    The sum of fulfillment delays for each order line (inclusive of zero values) divided by number of order lines.

  • Order Amount

    The sum of product of unit selling price and ordered quantity for each order line.

    Note: The order amount for each line is the amount on the order line (referred to as transaction amount in OM Extensions for Endeca) converted into the functional currency of the operating unit or the currency specified in OM: Endeca Display Currency.

  • Order Quantity

    The sum of order quantity for each line.

    Note: The order quantity for each line is the quantity on the order line (referred to as transaction quantity in OM Extensions for Endeca) converted into the Primary UOM of the item.

  • Orders

    Number of order (not order lines).

Closed Orders: Visualizations (tabbed component container)
Closed Orders (tab)
Order Amount by Customer, Product (chart)
  • Sort Options

    • Customer

    • Customer by Order Amount (sum)

  • Metric (value axis)

    • Order Amount

    • Order Quantity

  • Dimensions (category axis

    • Customer

    • Product

    • Warehouse

  • Series Dimensions (color)

    • Product

    • Customer

    • Warehouse

    • Shipment Method

    • Line Type

Closed Orders: Visualizations (tabbed component container)
Fulfillment Delay (tab)
Order Amount by Fulfillment Delay, Customer (chart)
  • Sort Options

    • Fulfillment Delay

    • Fulfillment Delay by Order Amount (sum)

  • Metric (value axis)

    • Order Amount

    • Order Quantity

  • Series Dimensions (color)

    • Customer

    • Product

    • Warehouse

    • Shipment Method

    • Line Type

Closed Orders: Results Closed Orders: Results (results table)
  • Column Sets

    • Order

    • Customer

    • Delay and Dates

    • Others

  • Actions

    • Print

    • Export

Closed Orders: Details Closed Orders: Details (cross tab)

Returns Page

The Endeca Returns page displays dashboard metrics related to order returns and reasons. The page displays information and data graphically and in tabular format. The following graphic displays a view of the Endeca Returns page.

From the Order Information Super User responsibility, navigate to the Returns page:

(N) Order Information Super User > Order Information > Information Discovery > Returns

the picture is described in the document text

the picture is described in the document text

When you open the Endeca Returns page under the Information Discovery tab, you can search and filter various reasons that cause order returns. You can analyze the data and review returned orders and production metrics, charts, graphs, and tables. The following table describes the Endeca Returns page regions and components:

Region Components
Guided Navigation You can use the Guided Navigation component to filter data using attribute groups. Expand the following attribute groups to view and select attribute names:

Return Information
  • Return Amount

  • Return Quantity

  • Return Date

  • Order Date

  • Product

  • Product Description

  • Return Reason

  • Line Type


Customer Information
  • Customer

  • Customer Number

  • Ship To Customer

  • Ship To Customer Number

  • Ship To Contact

  • Ship To Site

  • Ship To City

  • Ship To State

  • Ship To Country

  • Bill To Customer

  • Bill To Customer Number

  • Bill To Contact

  • Bill To Site

  • Bill To City

  • Bill To State

  • Bill To Country


Order Reference Information
  • Warehouse

  • Shipping Method

  • Carrier

  • Line Type

  • Salesperson

Returns: Metrics (metrics bar)
  • Return Amount

    The sum of product of unit selling price and returned quantity for each order line.

    Note: The return amount for each line is the amount on the return line (referred to as transaction amount) converted into the functional currency of the operating unit or the currency specified in OM: Endeca Display Currency.

  • Return Quantity

    The sum of order quantity for each line.

    Note: Return quantity for each line is the quantity on the order line (referred to as transaction quantity in OM Extensions for Endeca) converted into the Primary UOM of the item.

  • Returns

    Number of return orders (not lines).

Returns: Reasons (tag cloud component) Top Ten Return Reasons Tag Cloud Component

Note: The Returns: Reasons tag cloud component displays the top ten return reasons by frequency of occurrence. Return reasons in this component are highlighted in progressively bolder and larger font based on the frequency of occurrence.

Returns: Visualizations (tabbed component container)
Returns (tab)
Return Amount by Customer, Product (chart)
  • Sort Options

    • Customer

    • Customer by Return Amount (sum)

  • Metric (value axis)

    • Return Amount

    • Return Quantity

  • Dimensions (category axis

    • Customer

    • Product

  • Series Dimensions (color)

    • Product

    • Customer

Returns: Visualizations (tabbed component container)
Return Reasons (tab)
Return Amount by Return Reason, Customer (chart)
  • Sort Options

    • Return Reason

    • Return Reason by Return Amount (sum)

  • Metric (value axis)

    • Return Amount

    • Return Quantity

  • Dimensions (category axis

    • Customer

    • Product

Returns: Results Returns: Results (results table)
  • Column Sets

    • Return

    • Customer

    • Order Reference

    • Others

  • Actions

    • Print

    • Export

Returns: Details Returns: Details (cross tab)

Oracle Order Management Extensions for Oracle Endeca Product Configuration

Setting Up Oracle Order Management Extensions for Oracle Endeca

The Oracle Order Management product configuration setup must be completed after the installation and common configurations are completed as described in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1.1).

Setup and Configuration Steps

To set up Oracle Order Management Extensions for Oracle Endeca, you must complete the following steps:

  1. Set Access Control by assigning UMX roles and updating access grants.

  2. Schedule Setup for Full Endeca Refresh.

  3. Load Order Management data to the Endeca Data Store by running graphs provided by the Oracle Order Management application.

  4. Set Profile Options for Oracle Order Management.

  5. Complete Post Installation Steps for Oracle Order Management.

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Order Management

As part of the Oracle E-Business Suite-EID integration for the Oracle Order Management application, the following UMX Role is provided:

UMX Role Internal Code Name
Order Management Endeca Access Role UMX|ONT_ENDECA_ACCESS_ROLE

You must add the new UMX role 'Order Management Endeca Access Role' to enable Endeca menus for the Order Information Super User, Vision Operations (USA) responsibility (or any other custom responsibility which is using the Order Information Portal menu). You must assign this UMX role to the Order Information Portal responsibility. When this UMX role is assigned to the Order Information Portal, the Information Discovery tab will be visible.

If you want to use the Endeca-related role with more than one responsibility, then you must have an additional grant with a security context corresponding to each responsibility. You can add grants for a given role as a separate process instead of while you are adding the role to the responsibility.

Complete the following steps to enable Endeca Menus in Oracle E-Business Suite (EBS):

  1. Assign a UMX Role to the Responsibility.

  2. Update the ONT_ENDECA_ACCESS_GRANT Grant.

For assigning UMX Roles and Grants, refer to Appendix C in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1.1).

Scheduling Setup for Full Endeca Refresh

The initial data upload for Oracle Order Management is complete when the Full graph is run as described in the Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1.1). Full refresh deletes all data from Endeca and repopulates it with a full data extract from the E-Business Suite system. For incremental refresh, you should determine how often the Endeca data should be refreshed from E-Business Suite depending on your organizational requirements.

To schedule ETL on the Integrator Server

  1. Login to Integrator server using your Clover login.

  2. Click the Scheduling tab.

  3. Select the New Schedule link.

  4. Enter a Description for the schedule.

  5. Select Periodic as the Type.

  6. Select by interval as the Periodicity.

  7. Enter a start date and time in the Not active before date/time field.

  8. Enter an end date and time in the Not active after date/time field.

  9. Enter a value in the Interval (minutes) field.

  10. Ensure you select the Fire misfired event as soon as possible check box.

  11. Select Start a graph from the Task Type list.

  12. Specify Sandbox = 'ont', and then specify the graph for schedule to run. For example:

    Important: Customers should be defining data load schedules based on the FullLoadConfig.grf and IncrementalLoadConfig.grf graphs. LoadDataFull.grf and LoadDataIncr.grf graphs load only order line transaction data (without any audit information). Therefore, customers should not define data load schedules based on these two graphs.

  13. Click Create to set the scheduler.

ETL Parameters for Oracle Order Management

Oracle Order Management provides the following ETL parameter:

ETL Parameter Description
MAX_AGE_OF_WORK_RECORDS The unit of measure for the value specified is 'Days'.

The default value is set to 90 days, indicating a full load ETL will load eligible Order Management data that is at a maximum of 90 days old.

You can set the parameter to a higher (or lower) value based on your business requirements and hardware capabilities. If you set the value to a null (empty) value, then the ETL process will load the data at the maximum of 180 days.

Note: As of Release 12.1.3.2, this ETL Parameter is not recommended for use and the profile option 'OM: Days for Endeca Full Data Load' is preferred. Oracle recommends that you set this profile option in preference to this ETL Parameter.

Profile Options for Oracle Order Management

Set the following optional site level profile option to convert the transaction amount for all orders into the specified currency:

Profile Option Name Description
OM: Endeca Display Currency This optional site-level profile option controls the conversion of the transaction amount for all orders into the specified currency.
OM: Load Additional Information In Endeca This optional site-level profile option displays the following list of values:
  • Null (default)

  • Descriptive Flexfields

  • Attachments

  • Descriptive Flexfields and Attachments

OM: Days for Endeca Full Data Load This optional site-level profile option controls the number number of days that the full load graph pulls data. The default value is Null. If the value is Null, then full load graph will pull data for the previous 90 days. You can change this value to any positive numeric value.

OM: Endeca Display Currency - If a currency is specified in this profile option, then the transaction amount for all orders will be converted (if required) into the specified currency. If a currency is not specified in this profile option, then the transaction amount for all orders will be converted (if required) into the functional currency of the legal entity.

Note: You must specify a currency in this profile option if there are users who have access to orders created in legal entities with different functional currencies. Once a currency is selected, Order Amounts on the Endeca pages are converted into that currency at the exchange rate available in Oracle General Ledger tables on the day of the Ordered Date. If users of OIP have access to more than one operating unit, and each operating unit has its own different functional currency, then you must set this profile option to the appropriate common currency according to business requirements. If not set, the following message appears: 'Please note that you have access to orders created in multiple functional currencies. Please contact your system administrator to select a common display currency in the "OM: Endeca Display Currency" profile option.'

OM: Load Additional Information In Endeca - This profile option controls data that is loaded in to the Endeca Server when running ETL graphs (both Full Load and Incremental Load graphs). When you select the descriptive flexfield 'Additional Line Information', the DFF available at the order line level is uploaded into the Endeca data store. If you select attachments, then attachments available at the order line level are uploaded into the Endeca datastore. If you select Null (the default value for this profile), then neither the descriptive flexfields nor the attachment are uploaded into the Endeca datastore.

Post Installation Steps for Oracle Order Management

If you have installed Order Management Extensions for Oracle Endeca V2 (and lower): (a) connect to SQL*Plus as database user 'SYSTEM' and create indexes running the script 'IndexCreationScript_1.sql'; then (b) connect as 'APPS' and collect index statistics running the script 'IndexCreationScript_2.sql'

If you have installed Order Management Extensions for Oracle Endeca V4 (and higher): connect to SQL*Plus as database user 'APPS' and collect index statistics running the script 'IndexCreationScript_2.sql'

Suggested source code for the 'IndexCreationScript_1.sql' script:

DROP INDEX ont.oe_order_lines1_endeca_n1;
DROP INDEX ar.oe_order_lines2_endeca_n1;
DROP INDEX applsys.oe_order_lines3_endeca_n1;

CREATE INDEX ont.oe_order_lines1_endeca_n1
    ON ont.oe_order_lines_all (
      last_update_date
    )
    TABLESPACE apps_ts_tx_idx
/

CREATE INDEX ar.oe_order_lines2_endeca_n1
    ON ar.ra_customer_trx_lines_all (
        interface_line_context,
        interface_line_attribute6
    )
    TABLESPACE apps_ts_tx_idx
/

CREATE INDEX applsys.oe_order_lines3_endeca_n1
    ON applsys.fnd_attached_documents (
        last_update_date
    )
    TABLESPACE apps_ts_tx_idx
/

COMMIT;

Suggested source code for the 'IndexCreationScript_2.sql' script:

EXEC fnd_stats.load_histogram_cols(action => 'INSERT', appl_id => '660',tabname => 'OE_ORDER_LINES_ALL', colname => 'LAST_UPDATE_DATE');
EXEC fnd_stats.gather_table_stats('ONT','OE_ORDER_LINES_ALL', DBMS_STATS.AUTO_SAMPLE_SIZE);
COMMIT;

EXEC fnd_stats.load_histogram_cols(action => 'INSERT', appl_id => '222',tabname => 'RA_CUSTOMER_TRX_LINES_ALL', colname => 'INTERFACE_LINE_CONTEXT');
EXEC fnd_stats.load_histogram_cols(action => 'INSERT', appl_id => '222', tabname => 'RA_CUSTOMER_TRX_LINES_ALL', colname =>'INTERFACE_LINE_ATTRIBUTE6');
EXEC fnd_stats.gather_table_stats('AR','RA_CUSTOMER_TRX_LINES_ALL',DBMS_STATS.AUTO_SAMPLE_SIZE);
COMMIT;

EXEC fnd_stats.load_histogram_cols(action => 'INSERT', appl_id => '0',tabname => 'FND_ATTACHED_DOCUMENTS', colname => 'LAST_UPDATE_DATE');
EXEC fnd_stats.gather_table_stats('APPLSYS','FND_ATTACHED_DOCUMENTS',DBMS_STATS.AUTO_SAMPLE_SIZE);
COMMIT;

Views and Joins for Oracle Order Management

The following views are used by the ETL layer in Endeca to load Oracle Order Management data to the Endeca data store:

View Name Purpose
OE_ENDECA_RETURNS_V Loads Return Order Lines' data
OE_ENDECA_FULFILL_DELAY_V Loads Fulfillment Analysis Information for open and closed lines.

Menus for Oracle Order Management

Oracle Order Management integration includes the following user menu functions:

User Function Name Function Name
Information Discovery ONT_ENDECA_DISCOVERY
Information Discovery Page - Open Orders ONT_ENDECA_OPN_ORDR_PG
Information Discovery Page - Fulfillment Delay ONT_ENDECA_FULFILL_DELAY_PG
Information Discovery Page - Returns ONT_ENDECA_RETURNS_PG