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

How to Report Problems

Chapter 1 Overview of iPlanet BuyerXpert Administration

About iPlanet BuyerXpert Administration

Processes
Resources

Administration Tasks
Administration Tools
Stopping and Starting iPlanet BuyerXpert Components

Stopping the BuyerXpert System
Starting/Restarting the BuyerXpert System

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 iPlanet BuyerXpert for Outbound Documents
Configuring iPlanet BuyerXpert for Inbound Documents
Configuring ECXpert

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

Access Business Rules

EDI Sender Rule
EDI Receiver
EDI Document
Pre 4.1SP1 850 Order Map
Auto Submit
XMIT Currency

Requirements for Inbound EDI Documents
Deployment Issues

iPlanet ECXpert and HTTPS

Chapter 3 About iPlanet BuyerXpert 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

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

iPlanet BuyerXpert Rules List
Accounting Code Rules

Accounting Code Rules Conflict Resolution

Additional Information Rule

Additional Information Rule Conflict Resolution

Approval Rules

Approval Rules Conflict Resolution

Blanket Purchase Order (BPO) Rules
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

Associated Rules/Disabled Rules

Rules Search
Associated Rules
Disabled Rules

Order Management Rules
Payment Rules

Payment Types Rules

Payment Types Rules Conflict Resolution Table

Payment Terms 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

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 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 (AIF Rule)

UDF Rule Conflict Resolution

Unit Conversion Rules

Unit Conversion Rules Conflict Resolution

Chapter 6 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

Configuring the Catalog Sort

Chapter 7 Importing/Exporting Data

About Importing/Exporting

Import Data File

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

Import/Export 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

Exporting Business Rules

Using Export of ASBORules
Why Export ASBORules
Creating Input Export File

Resultant Output Export File
Export Criteria
Specifying Various Criteria in One Input Export File
Dealing With the Time Intervals

Import/Export Utility and https

Chapter 8 Requisition Archival/Restore

Overview
Configuring Guidelines

Configurable Parameters
Configuring Archive Text Reporting

User Interface

User Interface Guide
Requisition Selection Screen
Status Display Screen
Status Completion Screen
End User Track Screen

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 iPlanet BuyerXpert

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 iPlanet BuyerXpert Framework
Making Reports Available

Chapter 11 Configuration Files

Master Configuration File
Configuring Additional Information Fields (AIFs)
Configuring Non-Catalog Fields
Configuring Intelligent Choosers
Controlling Growth of Workflow Log Table
Configuring for Attribute-Based Manager
Application Info Files

buyerInfo.ntv
Tracing-Related Settings
mail.ntv File

Configuring for Approvers Who Use Microsoft Outlook 97

xdocinfo.ntv File
omsServiceInfo.ntv File
reportsInfo.ntv File
omsInfo.ntv File

Data Model Files
DOR Files
Configurable OMS (omsConfig.ntv)
Rule Cache (omsRule.properties)
Tax (Resources, Setting Up Adjustments)

TAX ADJUSTMENT: Line Level
TAX ADJUSTMENT: Group Level

Customization/Localization Files

Messages File
Codes File

Chapter 12 Customizing

About Administering Customizations

Setting Up Interface to an API
Testing and Implementing Customizations

Invoice Matching

Configuring Invoice Matching

Invoice Matching Formats
Roles Related to Invoice Matching
Implementing Invoice Matching
Testing Invoice Matching

Customizing Invoice Matching

Delivered Algorithm
Access to iPlanet BuyerXpert Data
Functions to Retrieve Invoice Header Values
Functions to Retrieve Invoice Line Values
Functions to Retrieve PO Line Values
Utility Methods
Custom-Use Fields

Supplier 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 Supplier 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 iPlanet BuyerXpert 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 Example Invoice Matching Files

Example Invoice Document
Example Invoice File Format

Glossary

Index