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 Administration

About BuyerXpert/SellerXpert Administration

Processes
Resources

Administration Tasks
Administration Tools
Stopping and Starting BuyerXpert/SellerXpert Components
Guidelines for Restoring Data

When to Restore the Oracle Database
When to Restore LDAP Data
When to Restore Customizations

*Administrator's Role in Upgrading

*Administrator's Role in Upgrading Software

*New Version Upgrade
*Service Pack Upgrade

Administrator's Role in Upgrading Hardware

Chapter 2 Configuring Access

About Configuring Access
Administrator's Access Tasks
Configuring BuyerXpert/SellerXpert for Outbound Documents
Configuring BuyerXpert/SellerXpert for Inbound Documents

Configuring ECXpert
Defining ECXpert Members
Defining Trading Partnerships
Setting Up Maps
Defining a Custom Service
Defining Service Lists

Configuring Business Rules

EDI Sender Rule
EDI Receiver
EDI Document
*OBI Compliant
Auto Submit
XMIT Currency

Requirements for Inbound EDI Documents
Deployment Issues

Chapter 3 About BuyerXpert/SellerXpert Resources

How Resources Work

Administrator Resource Privileges

Superadmin (super administrator)
Orgadmin (organization administrator)
Selfadmin (self administrator)

Resource Types

System Resources
Organization Resources

Membership Resources

Member Relationships
Organization
Organizational Unit
User
User Group
Location

*Accounting Code Resources

*Accounting Code Segments
*Accounting Code Values

*Commodity Code Resources

*Commodity Code Segments
*Commodity Code Values

Additional Information Field (AIF) Resources
Units of Measure Resources

Unit Class
Unit Conversion
System-wide Units of Measure
Units of Measure for Organizations
Conversion Tables

Pricing Resources

Price List

Scenario I: Create Price List*
Scenario II. Create Multi-Org Price List

Pricing Adjustment
Column Lookup Table
Order Adjustments

Payment Resources

Payment Types and Subtypes
Payment Instruments
Payment Terms

Freight and Shipping Resources

Freight Terms
Shipping Methods
Shipping Charges

*Approval Resources

*Approval Delegation Table
*Approval Matrix
*Approval Flow Model

Multi-Organizational Structure

Multi-Locale
Multi-Currency

Chapter 4 Setting Up Resources

Administrator's Resource Setup Tasks
Setting Up Membership

Creating an Organization
Creating an Organizational Unit
Creating Users
Creating a User Group
Creating Locations

*Setting Up Accounting Codes

*Creating Accounting Code Segment Definitions
*Creating Accounting Code Values
*Setting Up Accounting Code Rules
*Creating External API Validation

*Setting Up Commodity Codes

*Creating Commodity Code Segment Definitions
*Creating Commodity Code Values

Setting Up an AIF

Creating an AIF
Assigning AIFs

Setting Up Units of Measure

Creating System-wide Units of Measure
Creating Units of Measure for Organizations
Setting Up Conversion Tables

Setting Up Pricing

Creating a Price List
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

Setting Up Payment

Creating Payment Types and Subtypes
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)

Setting Up Freight and Shipping

Defining Freight Terms
Creating a Freight Term Rule
Defining Shipping Methods
Creating a Default Shipping Method Rule
Creating Shipping (Freight) Adjustments and Rules

*Overview of Process Manager

*Overview of Process Manager Components

*Setting Up Approval

*Setting Up Approval Rules

*Purchase Approval Rule
*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

*Outstanding Requisition Approvals
*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

Setting Up a Multi-Org Environment

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 Order Processing Rules
Creating Shipping Rules
Creating Pricing Rules
*Creating Approval Rules

Creating a Catalog
*Approval

Chapter 5 Setting Up Business Rules

About Business Rules

Rule Elements

Rule Name
Applicability Condition
Business Roles
Specified Value

Conflict Resolution Strategies

Role Ordering Resolution
Inheritance Resolution
DAG Resolution
Duplicate Resolution
Conflict Resolution Values

Administrator's Rules Tasks
Modifying Rules

Modifying Rules Using the Admin Interface
Modifying Rules Using the Import Utility

BuyerXpert/SellerXpert Rules List
*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

Discount Charge Rules Conflict Resolution

*Invoice Matching Rules

*Invoice Matching Rules Conflict Resolution

Locale Rule

Locale Rule Conflict Resolution

Location Rules

Bill to Location 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

Order Entry Rules Conflict Resolution

Payment Rules

Payment Types Business Rules

Payment Types Rules Conflict Resolution Table

Payment Terms Business Rules

Payment Terms Rules Conflict Resolution Table

Pricing Rules

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
Shipping Rules
Shipping Rules Conflict Resolution
Shipping Rules Conflict Resolution

Tax Rules

Tax Rules Conflict Resolution

*Timecard Rules

*Timecard Rules Conflict Resolution

Transmission Rules

EDI Document Rule

EDI Document Rules Conflict Resolution

EDI Receiver Rule

EDI Receiver Rules Conflict Resolution

EDI Sender Rule

EDI Sender Rule Conflict Resolution

EDI Currency Rule

EDI Currency Rule Conflict Resolution

*OBI Compliant Rule

*OBI Compliant Rule Conflict Resolution

EDI Auto Submit Rule

Auto Submit Rule Conflict Resolution

AIF (UDF) Rule

UDF Rule Conflict Resolution

Unit Conversion Rules

Unit Conversion Rules Conflict Resolution

Chapter 6 Setting Up Taxation

About 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 Catalogs

About Catalogs

Master Ontology and Master Catalog

Categories
Attributes

Seller Catalogs
Buyer Catalogs
Catalog Roles
Catalog Privileges

Administrator's Catalog Tasks
Creating the Master Ontology

Creating a Public Master Catalog
Column Hierarchy
Creating the XML File
Loading the XML File
Resolving Catalog Hierarchy Issues

Managing Categories and Attributes

Creating a New Category
Editing a Category
Deleting a New Category

Managing Buyer Catalogs

Editing a Buyer Catalog
Deleting a Buyer Catalog

Importing Catalog Data

Files and Parameters
Scripts

Using the createxml Script
Using the loadfromxml.sh Script

Chapter 8 Importing Data

About Importing

Import Data File

Symbols Used in an Import Data File
Commands Used in an Import Data File

Import Utility

Admin Interface Screens
Command-Line Interface

Administrator's Importing Tasks
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
*Contractor Profile
*Timecard Business Rules
*Timecard Approval

*Administrator's Timecard Tasks
*Setting Up a Timecard Project
*Setting Up a Contractor Profile
*Configuring Timecard Business Rules
*Mapping an XML File for Timecards

Chapter 10 Reports

About Administering Reports
Administrator's Report Tasks
Configuring Actuate Reports for BuyerXpert/SellerXpert

Creating a New Actuate User
Creating the Folder Structure
Setting Up Folder Permissions
Setting Up User Preferences

Creating New Reports

Understanding Page Layout Sections
Creating a Framework with the Report Wizard
Adding Additional Data to Reports
Verifying a New Report

Modifying Existing Reports
Adding Reports to the BuyerXpert/SellerXpert Framework
Making Reports Available

Chapter 11 Configuration and Customization

About Administering Customizations

Setting Up Interface to an API

Testing and Implementing Customizations
Configuring Additional Information Fields (AIFs)
*Configuring Non-Catalog Fields
Configuring Intelligent Choosers
*Configuring for Attribute-Based Manager
*Customizing Invoice Matching

*Customizable Fields
*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

*Customizing Seller Performance

*Creating a Template (JSP Template)

Minimum JSP Requirements
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

*Deploying the Template
*Setting the Templates Selection Rule
*Configuring Mail Settings
*Javadoc for Seller Performance

Appendix A Worksheets

Organization 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 Privileges

Membership 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 LDAP

About LDAP Mapping, DIT, and Schema

Creating an Entry
Modifying an Entry
Deleting an Entry

LDAP DIT
LDAP Schema

Organization Mapping
Organizational Unit Mapping
User Mapping
User Group Mapping
Location Mapping

Appendix D Configuration Files

Master Configuration File (master.ntv)
appInfo Files

buyerInfo.ntv
Tracing-Related Settings
mail.ntv File
xdocinfo.ntv File
omsServiceInfo.ntv File
reportsInfo.ntv File
omsInfo.ntv File

Data Model Files
DOR Files
Customization/Localization Files

Messages File
Codes File

Glossary

Index