Oracle Customers Online Implementation Guide Release 12.1 Part Number E13573-04

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General Implementation

This chapter describes general implementation of Oracle Customers Online.

This chapter covers the following topics:

• Overview
• General Implementation Steps
• Setting Up Prerequisite Applications
• Creating Employees
• Importing Employees
• Setting Up Employees as Users
• Compiling Flexfields
• Setting Up Periodic Programs
• Verifying Implementation

Overview

Oracle Customers Online (OCO) lets users view, create, and manage their customer data.

The application is:

• Based on the data model and functionality of Oracle Trading Community Architecture (TCA).

• Part of the Oracle Customer Data Management (CDM) product family.

For reference material that supplements not only TCA but Customers Online implementation, see: Oracle Trading Community Architecture Reference Guide.

Aside from specific implementation for Customers Online, you can also use the Administration tab to administer functionality that affects not only OCO but all Oracle e-Business Suite applications that use TCA. See: Introduction to Administration, Oracle Trading Community Architecture Administration Guide.

Note: To use the Administration tab, you must have the Oracle Customers Online Superuser responsibility.

Related Topics

Oracle Customers Online User Guide

Dependencies

General Implementation Steps

Feature-Specific Implementation Overview

Dependencies

Oracle Customers Online includes features or data from other applications in the Oracle E-Business Suite.

Mandatory Dependencies

This table shows mandatory dependencies, listing the related application and the features or data in Oracle Customers Online that depend on that application.

Optional Dependencies

This table shows optional dependencies, listing the related application and the features or data in Customers Online that depend on that application.

Related Topics

Overview

General Implementation Steps

Note: Use the Oracle Customers Online Superuser responsibility for general implementation steps, unless stated otherwise.

General implementation of Oracle Customers Online includes:

1. Setting Up Prerequisite Applications.

2. Creating Employees.

3. Setting Up Employees as Users.

4. Compiling Flexfields.

5. Setting Up Periodic Programs.

6. Profile Options and Profile Option Categories Overview.

7. Verifying Implementation.

Related Topics

Overview

Setting Up Prerequisite Applications

This section provides a high level outline of the applications and some of the options that must be set up before you implement Customers Online. This section does not provide detailed information and instructions about how to set up Oracle applications. You must refer to the appropriate online help and documentation for each application.

To Set Up Prerequisite Applications for a Fresh Installation of Customers Online

1. Add the following required responsibilities, if they are not already available.

   • Purchasing Super User

   • General Ledger Super User

   • Inventory

2. Log in using the General Ledger Super User responsibility.

   1. Set up accounting key flexfields.

   2. Set up currencies.

   3. Set up the calendar.

   4. Set up the set of books.

   See: General Ledger Setup Steps, Oracle General Ledger Implementation Guide.

3. Log in using an HR user responsibility and define the organization structures. See: Organization Structures, Oracle Human Resource Management Systems Implementation Guide.

4. Log in using the System Administrator responsibility. Set up the system profiles MO: Operating Unit and GL Set of Books Name. See: Profile Options in Oracle Application Object Library, Oracle Applications System Administrator's Guide - Maintenance.

5. Run the AD Admin utility. Select the option to convert the organization structure to multi-org.

   Caution: After this utility runs, you cannot select this option in the future.

6. Log in to Oracle Receivables and set up the Sales Tax Location Flexfield. See: Define Sales Tax Location Flexfield Structure, Oracle Receivables Implementation Guide.

7. Log in to Oracle Inventory and set up this application, as necessary, to meet your requirements. See: Setting Up, Oracle Inventory User's Guide.

8. Log in using the Order Management Super User responsibility. Set up the Item Validation Organization parameter. See: Item Validation Organization, Oracle Order Management Implementation Manual.

Related Topics

Overview

Creating Employees

You must create the individuals who will be using Customers Online as employees before you can set them up as users. You can also import employees. See: Importing Employees.

To Create Employees with Full Oracle Human Resources (HRMS) Installation

Responsibility: US HRMS Manager

See: People Management Overview and Entering a New Person (People Window), Oracle Human Resources Management Systems Workforce Sourcing, Deployment, and Talent Management Guide.

1. Click New.

2. When defining a new person in the People window, make sure that you enter Employee in the Category field for that person.

Without Full Oracle HRMS Installation

Responsibility: CRM Resource Manager

See: Entering Employees Window, Oracle Human Resources Management Systems Workforce Sourcing, Deployment, and Talent Management Guide.

Related Topics

Overview

Importing Employees

Use this procedure to import employees from Oracle HRMS. For users to view the Calendar and Employees subtabs, among other things, each employee must be imported and then created as a resource.

Prerequisites

• Set up the employees in Oracle HRMS.

To Import Employees

Responsibility: CRM Resource Manager

See: Importing Individual Resources, Oracle Trading Community Architecture Administration Guide.

Note: In the Selection Criterion window, make sure to select the Employee resource category.

Related Topics

Creating Employees

Setting Up Employees as Users

Set up individual employees as users of Oracle Customers Online, including assigning responsibilities to the users. These responsibilities are available for Customers Online users:

• Oracle Customers Online User: A general user of OCO.

• Oracle Customers Online Superuser: Generally considered the equivalent of a system administrator. All areas of the site are accessible.

• Oracle Customers Online Forms Access: Access to Party Merge, Customer Account Merge, and Oracle Customers Online lookups. Other included features are Data Quality Management setup and D&B integration, which users can also access from the Oracle Customers Online Superuser responsibility. You should assign the Oracle Customers Online Forms Access responsibility to all users who are assigned Oracle Customers Online Superuser.

• TCA Data Security Administrator: Administration privileges for Data Sharing and Security (DSS). Assign this responsibility along with Oracle Customers Online Superuser to users who need to administer DSS.

This table describes the menus and access available to each responsibility.

Note: The Oracle Customer Data Librarian and Oracle Customer Data Librarian Superuser responsibilities are for Oracle Customer Data Librarian. See: Assigning Responsibilities to Users, Oracle Customer Data Librarian Implementation Guide.

To Set Up Employees as Oracle Customers Online Users

Responsibility: System Administrator

See: Users Window, Oracle Applications System Administrator's Guide - Security.

Tip: Assign the Oracle Customers Online Forms Access responsibility to any user who is assigned the Oracle Customers Online Superuser responsibility.

Related Topics

Overview

Compiling Flexfields

You must freeze and compile all flexfields after installation of Customers Online is complete.

To Compile Flexfields

Responsibility: Application Developer

See: Defining Key Flexfields and Defining Descriptive Flexfields, Oracle Applications Flexfields Guide.

Setting Up Periodic Programs

Set up these programs to automatically run at a frequency of your choice.

• These two programs process customer information that is then available to be used when Customers Online reports are requested. Choose a frequency setting based on how often and how much your customer information changes. You can set different schedules for profile and quality reports, based on your business needs.

  • IMC: Refresh Summary Information for Reports: Processes customer information for profile reports.

  • IMC: Refresh Summary Information for Quality Reports: Processes customer information for quality reports.

  See: Overview of Reports, Oracle Customers Online User Guide.

• Refresh of Classification Denormalization: Runs a complete data refresh to populate the HZ_CLASS_CODE_DENORM denormalization table. See: Refresh of Classification Denormalization, Oracle Trading Community Architecture Administration Guide.

• These programs affect the employees feature in the Home tab.

  • Flatten Employee Hierarchy

  • Flatten group hierarchy

  • Synchronize Employees

  See: Resource Manager Concurrent Programs, Oracle Trading Community Architecture Administration Guide.

• Rebuilding Intermedia Index for Task Names: This program affects tasks in the Home and Customers tabs. See: Running the Task Manager Concurrent Program, Oracle Common Application Calendar Implementation Guide.

• Synchronize JTF_NOTES_TL_C1 index: This program affects notes in the Home and Customers tabs.

To Set Up Periodic Programs

See: Running Reports and Programs, Oracle Applications User Guide.

Related Topics

Overview

Verifying Implementation

Verify your implementation by logging in for the first time and looking at the application.

To Verify Implementation

1. Enter a new password.

2. Click Update.

3. Verify your default responsibility.

4. Click Update.

5. Log out of the application.

6. Log in again using your new password.

7. Check to see if the Home tab appears.

Related Topics

Overview

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