Oracle Trading Community Architecture User Guide

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Preface

Overview

Introduction to Oracle Trading Community Architecture

Customers Overview

Oracle Customer Data Management

Using Oracle Trading Community Architecture

Bulk Import

Bulk Import Overview

Loading Data into the Interface Tables

Interface Tables

Import Batch to TCA Registry

Import Batch De-Duplication Report

Import Process

Import Address Validation

Matching Records with Source System Management

Import Validations

Postimport Processes

Resolving Import Errors

TCA Import Batch Purge

Customer Interface

Customer Interface

Preparing for Import

Interface Data Required to Run Customer Interface

System Tables Updated by Customer Interface

A Sample Customer Import

Creating Unique Customer References

Importing Customers Using Customer Interface

Customer Interface Transfer Report

Third Party Data Integration

Third Party Data Integration Overview

Introduction to D&B

Data Products

Business Information Report (BIR)

Data Elements

Source System Management Impact

Mapping of D&B Data Elements

Details on Creating Parties with D&B Information

Online Purchasing

Process Overview

Searching for Existing Parties in the TCA Registry

Searching for Companies in the D&B Database

Selecting Data Products or BIRs

Requesting D&B Investigations

Mapping API Utility

Load D&B Data

Batch Loading

Process Overview

Generate Request List for D&B Batch Load

Transferring a Request List File to D&B

D&B Import Adapter

Loading Rationalized Legacy Data

Viewing Information from Data Sources

Subtabs of Information

Duplicate DUNS Report

DNB Global Data Products Request Report

Locations and Phones

Locations Overview

Address Formatting

Real-Time Address Validation

Batch Address Validation

eLocations Spatial Data Integration

Spatial Information for Locations Batch Update

Generate Time Zone for Locations

Generate Time Zone for Phone Numbers

Relationship Manager

Relationship Manager Overview

Relationships Overview

Relationship Characteristics

Major Features

Party Relationship Management Process

Searching for Parties and Viewing Results

Viewing Relationships

Creating Relationships

Editing Relationships

Viewing Relationship Hierarchies

D&B Hierarchy

Updating Relationships by Moving Parties in a Hierarchy

Batch Duplicate Identification

Batch Duplicate Identification Overview

Defining Duplicate Identification Batches

Reviewing Duplicates and Creating Merge Batches

Submitting Merge Batches

Party Merge

Creating Merge Batches

Merging Parties

Merging Party Sites

Merging Party Relationships

Merging Organization Contacts

Viewing Profile Information

Merging Party Sites of a Party

Processing Merge Batches

Reviewing the Party Merge Log

Identifying Types of Errors

Party and Customer Account Merge

Customer Merge

Merging Customers

Tax Validation for Merge

Merging Sites for the Same Customer

Merging Different Customers

Submitting the Merge Process

Customer Merge Execution Report

Reviewing Merged Customers

Introduction to Oracle Resource Manager

Overview of the Oracle Resource Manager

Oracle Resource Manager Integrations

Terms and Definitions

Resource Manager Rules for HTML

Overview of Using Oracle Resource Manager

Accessing Oracle Resource Manager Interface

Summary of Oracle Resource Manager Tasks

Managing Employee Resources

Viewing Resource Information

Defining Your Personal Information

Viewing Your Organizational Structure

Defining Your Skill Rating

Viewing a Resource's Skill Ratings

Making a Resource Web Available

Managing Group Resources

Viewing Your Group Membership Information

Defining Your Group Membership Information

Defining Group Hierarchy

Viewing Group Hierarchy

Viewing Your Group Membership History

Searching for Resources Groups and Teams

Performing a Simple Search

Performing an Advanced Search

Reports and Processes

Customizing Trading Community Architecture

Trading Community Architecture User-Personalizable Pages

Customizing Resource Manager

Resource Manager User-Personalizable Pages

Standard Navigation Paths

Standard Navigation Paths

Index

Oracle Trading Community Architecture User Guide

Contents