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BuyerXpert/SellerXpert 4.1 (BuyerXpert SP3) Administrator's Guide |
Contents
List of Tables
About This Document
Audience
What's in This Document
Documentation Conventions
The Document Online
How to Use the Online Help
Related Documentation
Product Support
Chapter 1 Overview of BuyerXpert/SellerXpert AdministrationAbout BuyerXpert/SellerXpert Administration
Processes
Administration Tasks
Resources
Administration Tools
Stopping and Starting BuyerXpert/SellerXpert Components
Guidelines for Restoring Data
When to Restore the Oracle Database
*Administrator's Role in Upgrading
When to Restore LDAP Data
When to Restore Customizations
*Administrator's Role in Upgrading Software
*New Version Upgrade
Administrator's Role in Upgrading Hardware
*Service Pack Upgrade
Chapter 2 Configuring AccessAbout Configuring Access
Administrator's Access Tasks
Configuring BuyerXpert/SellerXpert for Outbound Documents
Configuring BuyerXpert/SellerXpert for Inbound Documents
Configuring ECXpert
Defining ECXpert Members
Configuring Business Rules
Defining Trading Partnerships
Setting Up Maps
Defining a Custom Service
Defining Service Lists
EDI Sender Rule
Requirements for Inbound EDI Documents
EDI Receiver
EDI Document
*OBI Compliant
Auto Submit
XMIT Currency
Deployment Issues
Chapter 3 About BuyerXpert/SellerXpert ResourcesHow Resources Work
Administrator Resource Privileges
Membership Resources
Superadmin (super administrator)
Resource Types
Orgadmin (organization administrator)
Selfadmin (self administrator)
System Resources
Organization Resources
Member Relationships
*Accounting Code Resources
Organization
Organizational Unit
User
User Group
Location
*Accounting Code Segments
*Commodity Code Resources
*Accounting Code Values
*Commodity Code Segments
Additional Information Field (AIF) Resources
*Commodity Code Values
Units of Measure Resources
Unit Class
Pricing Resources
Unit Conversion
System-wide Units of Measure
Units of Measure for Organizations
Conversion Tables
Price List
Payment Resources
Scenario I: Create Price List*
Pricing Adjustment
Scenario II. Create Multi-Org Price List
Column Lookup Table
Order Adjustments
Payment Types and Subtypes
Freight and Shipping Resources
Payment Instruments
Payment Terms
Freight Terms
*Approval Resources
Shipping Methods
Shipping Charges
*Approval Delegation Table
Multi-Organizational Structure
*Approval Matrix
*Approval Flow Model
Multi-Locale
Multi-Currency
Chapter 4 Setting Up ResourcesAdministrator's Resource Setup Tasks
Setting Up Membership
Creating an Organization
*Setting Up Accounting Codes
Creating an Organizational Unit
Creating Users
Creating a User Group
Creating Locations
*Creating Accounting Code Segment Definitions
*Setting Up Commodity Codes
*Creating Accounting Code Values
*Setting Up Accounting Code Rules
*Creating External API Validation
*Creating Commodity Code Segment Definitions
Setting Up an AIF
*Creating Commodity Code Values
Creating an AIF
Setting Up Units of Measure
Assigning AIFs
Creating System-wide Units of Measure
Setting Up Pricing
Creating Units of Measure for Organizations
Setting Up Conversion Tables
Creating a Price List
Setting Up Payment
Creating a Pricing Adjustment
Creating Pricing Adjustment Rules
Defining a Column Lookup Table
Creating a Column Lookup Table Adjustment
Creating Price List Rules
Creating Order Adjustments
Creating an Order-Level Adjustment
Creating a Line-Level Adjustment
Creating Payment Types and Subtypes
Setting Up Freight and Shipping
Creating Default Payment Subtype Rule
Creating Payment Instruments
Creating Payment Terms
Creating a Default Payment Terms Rule
Creating Payment Processing Methods for Orders (SellerXpert only)
Defining Freight Terms
*Overview of Process Manager
Creating a Freight Term Rule
Defining Shipping Methods
Creating a Default Shipping Method Rule
Creating Shipping (Freight) Adjustments and Rules
*Overview of Process Manager Components
*Setting Up Approval
*Setting Up Approval Rules
Setting Up a Multi-Org Environment
*Purchase Approval Rule
*Outstanding Requisition Approvals
*Escalation Model Rule
*Reminder Rule
*Approval Limit Rule
*Can Delete Approver Rule
*Can Escalate Approver Rule
*Approver Matrix Types Rule
*Can Receive Email Notification Rule
*Setting a Process Definition for an Organization
*Setting the Register Daemon
*Creating Approver Types
*Defining an Approval Delegation Table
*Creating an Approval Matrix
*Setting Up an Approval Flow Model
Creating the Organizations
Creating the Orgadmin
Creating People
Creating User Groups
*Creating Accounting and Commodity Codes
Creating Payment Types
Creating Locations
Creating Business Rules
Creating Location Rules
Creating a Catalog
Creating Order Processing Rules
Creating Shipping Rules
Creating Pricing Rules
*Creating Approval Rules
*Approval
Chapter 5 Setting Up Business RulesAbout Business Rules
Rule Elements
Administrator's Rules Tasks
Rule Name
Conflict Resolution Strategies
Applicability Condition
Business Roles
Specified Value
Role Ordering Resolution
Inheritance Resolution
DAG Resolution
Duplicate Resolution
Conflict Resolution Values
Modifying Rules
Modifying Rules Using the Admin Interface
BuyerXpert/SellerXpert Rules List
Modifying Rules Using the Import Utility
*Accounting Code Rules
*Accounting Code Rules Conflict Resolution
Additional Information Rule
Additional Information Rule Conflict Resolution
*Approval Rules
*Approval Rules Conflict Resolution
*Commodity Code Rules
*Commodity Code Rules Conflict Resolution
Company Rule
Company Rule Conflict Resolution
*Contract Rules
Contract Rules Conflict Resolution
Currency Rules
Currency Rules Conflict Resolution
Discount Charge Rules
*Invoice Matching Rules
Discount Charge Rules Conflict Resolution
*Invoice Matching Rules Conflict Resolution
Locale Rule
Locale Rule Conflict Resolution
Location Rules
Bill to Location Rules
Order Entry Rules
Bill to Location Rules Conflict Resolution
Ship to Location Rules
Ship to Location Conflict Resolution
Ship From Location Rules
Ship From Location Conflict Resolution
Pay to Location Rules
Pay to Location Conflict Resolution
Send to Location Rules
Send to Location Conflict Resolution
Order Entry Rules Conflict Resolution
Payment Rules
Payment Types Rules
Pricing Rules
Payment Types Rules Conflict Resolution Table
Payment Terms Rules
Payment Terms Rules Conflict Resolution Table
Pricing Rules Conflict Resolution
Quality Entry Rule
Quality Entry Rule Conflict Resolution
*Receiving Rules
*Receiving Rules Conflict Resolution
Reports Rules
Reports Rules Conflict Resolution
Sales Quote Rules
Sales Quote Rules Conflict Resolution
Security Rules
Security Rules Conflict Resolution
Tax Rules
Shipping Rules
Shipping Rules Conflict Resolution
Shipping Rules Conflict Resolution
Tax Rules Conflict Resolution
*Timecard Rules
*Timecard Rules Conflict Resolution
Transmission Rules
EDI Document Rule
UDF Rule (AIF Rule)
EDI Document Rules Conflict Resolution
EDI Receiver Rule
EDI Receiver Rule Conflict Resolution
EDI Receiver Qualifier Rule
EDI Receiver Qualifier Rule Conflict Resolution
EDI Sender Rule
EDI Sender Qualifier Rule
EDI Sender Qualifier Rule Conflict Resolution
EDI Currency Rule
EDI Currency Rule Conflict Resolution
*Pre 4.1SP1 EDI 850 Order Map Rule
*Pre 4.1 SP1 EDI 850 Order Map Rule Conflict Resolution
EDI Auto Submit Rule
Auto Submit Rule Conflict Resolution
UDF Rule Conflict Resolution
Unit Conversion Rules
Unit Conversion Rules Conflict Resolution
Chapter 6 Setting Up TaxationAbout Administering Taxation
Administrator's Taxation Tasks
Defining a Tax Adjustment
Using TAXWARE
SALES/USE Tax System
VERAZIP System
WORLDTAX System
Implementing TAXWARE
Registering with TAXWARE
Configuring TAXWARE
Configuring VERAZIP
Chapter 7 Administering CatalogsAbout Catalogs
Master Ontology and Master Catalog
Administrator's Catalog Tasks
Categories
Seller Catalogs
Attributes
Buyer Catalogs
Catalog Roles
Catalog Privileges
Creating the Master Ontology
Creating a Public Master Catalog
Managing Categories and Attributes
Column Hierarchy
Creating the XML File
Loading the XML File
Resolving Catalog Hierarchy Issues
Creating a New Category
Managing Buyer Catalogs
Editing a Category
Deleting a New Category
Editing a Buyer Catalog
Importing Catalog Data
Deleting a Buyer Catalog
Files and Parameters
Scripts
Using the createxml Script
Using the loadfromxml.sh Script
Chapter 8 Importing DataAbout Importing
Import Data File
Administrator's Importing Tasks
Symbols Used in an Import Data File
Import Utility
Commands Used in an Import Data File
Admin Interface Screens
Command-Line Interface
Creating an Import Data File
Importing with the Admin Interface
Importing with the Command Line
Syntax
Chapter 9 *Administering Timecards*About Administering the Timecard Process
*Timecard Projects
*Administrator's Timecard Tasks
*Contractor Profile
*Timecard Business Rules
*Timecard Approval
*Setting Up a Timecard Project
*Setting Up a Contractor Profile
*Configuring Timecard Business Rules
*Mapping an XML File for Timecards
Chapter 10 ReportsAbout Administering Reports
Administrator's Report Tasks
Configuring Actuate Reports for BuyerXpert/SellerXpert
Creating a New Actuate User
Creating New Reports
Creating the Folder Structure
Setting Up Folder Permissions
Setting Up User Preferences
Understanding Page Layout Sections
Modifying Existing Reports
Creating a Framework with the Report Wizard
Adding Additional Data to Reports
Verifying a New Report
Adding Reports to the BuyerXpert/SellerXpert Framework
Making Reports Available
Chapter 11 Configuring and CustomizingAbout Administering Customizations
Setting Up Interface to an API
Configuring Additional Information Fields (AIFs)
Testing and Implementing Customizations
*Configuring Non-Catalog Fields
Configuring Intelligent Choosers
*Configuring for Attribute-Based Manager
*Configuring Invoice Matching
Invoice Matching Formats
*Customizing Invoice Matching
Roles Related to Invoice Matching
*Implementing Invoice Matching
*Testing Invoice Matching
*Customizable Fields
*Customizing Supplier Performance
*Delivered Algorithm
*Access to BuyerXpert/SellerXpert Data
*Functions to Retrieve Invoice Header Values
*Functions to Retrieve Invoice Line Values
*Functions to Retrieve PO Line Values
*Utility Methods
*Custom-Use Fields
Use in Invoice User Interface
Use in Process Manager Process JavaScript
*Creating a Template (JSP Template)
Minimum JSP Requirements
*Deploying the Template
Creating an HTML FORM
Putting a Submit Button on the HTML FORM
Adding One of the UI Elements to a JSP
Constructing the email List for an email Field in the JSP
*Setting the Templates Selection Rule
*Configuring Mail Settings
*Javadoc for Supplier Performance
Chapter 12 Administering Configuration FilesMaster Configuration File
Application Info Files
buyerInfo.ntv
Data Model Files
Tracing-Related Settings
mail.ntv File
xdocinfo.ntv File
omsServiceInfo.ntv File
reportsInfo.ntv File
omsInfo.ntv File
DOR Files
Customization/Localization Files
Messages File
Codes File
Appendix A WorksheetsOrganization Worksheet
People Worksheet
Credit Card Worksheet
Location Worksheet
Freight Terms Worksheet
Shipping Carrier Worksheet
Shipping Method Worksheet
Payment Method Worksheet
Payment Terms Worksheet
Appendix B Resource PrivilegesMembership Privilege Tables
*Accounting Code Privilege Tables
*Commodity Code Privilege Tables
Business Rules Privilege Table
Additional Information Fields (AIFs) Privilege Table
Units of Measure Privilege Tables
Pricing Privilege Tables
Payment Privilege Tables
*Approval Privilege Tables
Shipping Privilege Table
Appendix C BuyerXpert/SellerXpert Mapping to LDAPAbout LDAP Mapping, DIT, and Schema
Creating an Entry
Modifying an Entry
Deleting an Entry
LDAP DIT
Organization Mapping
LDAP Schema
Organizational Unit Mapping
User Mapping
User Group Mapping
Location Mapping
Appendix D Example Invoice Matching FilesExample Invoice Document
Glossary
Example Invoice File Format
Index
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Copyright © 2001 Sun Microsystems, Inc. Some preexisting portions Copyright © 2001 Netscape Communications Corp. All rights reserved.
Last Updated October 08, 2001