Siebel Customer-Centric Enterprise Warehouse Installation and Configuration Guide > Checklist for Configuring Siebel Customer-Centric Enterprise Warehouse Applications >

Checklist for Configuring the Siebel Strategic Sourcing Analytics

This section contains the mandatory and optional configuration points for the Siebel Strategic Sourcing Analytics for Oracle 11i, universal source, SAP R/3, and post-load processing.

Checklist for Configuring the Siebel Strategic Sourcing Analytics for Oracle 11i

This section contains the Siebel Strategic Sourcing Analytics configuration points that are specific to Oracle11i.

The following section contains optional Siebel Strategic Sourcing Analytics configuration points:

• Configuring the Region Name definition. This configuration allows you to load specific Region Names into the IA_CODES table. For more information on configuring the Region Name definition, see Configuring the Region Name.
• Configuring the State Name definition. This configuration allows you to load specific State Names into the IA_CODES table. For more information on configuring the State Name definition, see Configuring the State Name.
• Configuring the Country Names definition. This configuration allows you to load specific Country Names into the IA_CODES table. For more information on configuring the Country Names definition, see Configuring the Country Name.
• Configuring the Make-Buy Indicator. Your organization may require different indicator codes. If so, you can modify the indicator logic by reconfiguring the condition in the MPLT_SAI_PRODUCTS mapplet. For more information on configuring the Make-Buy Indicator, see Configuring the Make-Buy Indicator.
• Extracting particular purchase order records. By default, the filter condition is set to BLANKET or STANDARD. However, you can change this value to some conditional statement that only allows particular types of records to be extracted. For more information on extracting particular purchase order records, see Extracting Particular Purchase Order Records.
• Configure the Purchase Organization hierarchy. The product allows a ten-level hierarchy for Purchasing Organizations. By default, the first three levels are set to Organization ID, Legal Entity ID, and Set of Books ID. You may configure the remaining seven levels. For more information on configuring the Purchase Organization hierarchy, see Configuring the Purchase Organization Hierarchy.
• Configuring the Siebel Business Analytics Repository. You can map the department segment as a cost center in the Siebel Business Analytics Repository. For more information on configuring the Siebel Business Analytics Repository for Siebel Strategic Sourcing Analytics, see Configuring the Siebel Business Analytics Repository for Siebel Strategic Sourcing Analytics.

Checklist for Configuring the Siebel Strategic Sourcing Analytics for SAP R/3

This section contains the Siebel Strategic Sourcing Analytics configuration points that are specific to SAP R/3

The following section contains mandatory Siebel Strategic Sourcing Analytics configuration points:

• Configuring the Siebel Business Analytics Repository. The Requisition Cost and Purchase Cost fact tables are not loaded for SAP R/3. You need to disable these tables in the Siebel Business Analytics Repository. For more information on configuring the Siebel Business Analytics Repository for SAP R/3, see Domain Values and CSV Worksheet Files for Siebel Strategic Sourcing Analytics.
• Configuring the date parameters for the SAP R/3 parameter file. You need to set the PARM_NVALUE_1 value in the file_parameters_sapr3.csv file to the number of days that you expect your orders to be open. For more information configuring the date parameters for the SAP R/3 parameter file, see Configuring the Date Parameters for the SAP R/3 Parameter File.

Checklist for Configuring the Siebel Strategic Sourcing Analytics for Universal Source

This section contains the Siebel Strategic Sourcing Analytics configuration points that are specific to Universal Source.

The following section contains a mandatory Siebel Strategic Sourcing Analytics configuration point:

Configuring Expense Payment Types. The various expense types in the source data are mapped to Reimbursable Expenses (E), Expenses Prepaid (P), and Cash Advance (C). For more information on configuring Expense Payment types, see Configuring Expense Payment Types.

The following section contains optional Siebel Strategic Sourcing Analytics configuration points:

• Configuring the Preferred Merchant Flag. For more information on configuring the Preferred Merchant Flag, see Configuring the Preferred Merchant Flag.
• Configuring the Customer Billable Indicator. For more information on configuring the Customer Billable Indicator, see Configuring the Customer Billable Indicator.
• Configuring the Receipts Indicator. For more information on configuring the Receipts Indicator, see Configuring the Receipts Indicator.
• Configuring the Default Expense Distribution Percentage. For more information on configuring the Default Expense Distribution Percentage, see Configuring the Default Expense Distribution Percentage.
• Configuring Lookup Dates for Currency Conversion. The Siebel Strategic Sourcing Analytics application uses the actual expiry date (ACTUAL_EXP_DATE) for looking up the exchange rate. You can configure the module to use a different date if required. For more information on configuring the Default Expense Distribution Percentage, see Configuring Lookup Dates for Currency Conversion.
• Configuring the Siebel Business Analytics Repository. You can configure the General Ledger Account and the Cost Center tables for universal source. For more information on configuring the Siebel Business Analytics Repository for Siebel Strategic Sourcing Analytics, see Configuring the Siebel Business Analytics Repository for Siebel Strategic Sourcing Analytics.

Checklist for Configuring the Siebel Strategic Sourcing Analytics for post-load processing

This section contains the Siebel Strategic Sourcing Analytics configuration points that are specific to post-load processing.

The following section contains optional Siebel Strategic Sourcing Analytics configuration points:

• Aggregating Siebel Strategic Sourcing Analytics tables. You can aggregate the Purchase Receipts and Purchase Cycle Lines tables. For more information on Aggregating Siebel Strategic Sourcing Analytics tables, see Configuring Expenses for Post-Load Processing.
• Configuring the extraction of Invoice Details. If you identify values other than the default values for an expense record, you can use those values by adding a condition to the expression in the applicable post-load processing mapping. For more information on configuring the extraction of Invoice Details for Expense-Related Payments, see Configuring the Extraction of Invoice Details.
• Running the S_M_PLP_EXPENSES_INVOICE_UPD_ALT session. Setting the S_M_PLP_EXPENSES_INVOICE_UPD_ALT session to run when the Incremental Invoice Load Frequency differs for the Expense functional area. For more information on setting the session to run when the Incremental Invoice Load Frequency differs for the Expense functional area, see Configuring Expenses for Post-Load Processing.
• Implementing temporary storage when aggregate Load Frequencies are modified for the Expense Functional Area. For more information on implementing temporary storage when aggregate Load Frequencies are modified for the Expense functional area, see Configuring Expenses for Post-Load Processing.