This chapter covers the following topics:
Deliverables are hard or soft, electronic collateral transmitted to a customer, prospect or an Event registrant. Deliverables may also be defined and collected into a kit. You can add other deliverables to the kit. Both Campaigns and Events use Deliverables. Deliverables are integrated into Oracle Inventory. When a Deliverable is created as an inventory item, it is created as a collateral. These collateral items are available to Oracle Telesales. Physical Deliverables created as inventory items may be priced using Oracle Pricing in Oracle Marketing.
Set the following profile options for Deliverables:
Option | Required | Level | Setting | Effect/Limitation |
---|---|---|---|---|
AMS: Item Validation Master Organization | Yes | Site | A valid Master Inventory Organization | When a Deliverable is flagged as an inventory item, it is created in Inventory under the specified master organization. |
AMS: Should Call to Inventory Modules be Made | Yes | Site | Yes/No | Indicates whether a Deliverable may be created as an Oracle Inventory item. |
AMS: Should Call to Pricing Modules be Made | Yes | Site | Yes/No | Indicates whether a Deliverable may be priced. |
See the table below for lookups, types, values and meanings.
Key | Type | Values | Meanings |
---|---|---|---|
AMS_DELIV_STATUS | User | Archived Available Cancelled Denied_BA New Submitted_BA Superseded Expired Denied_TA Budget_Appr Submitted_TA |
Archived Available Cancelled Denied - Budget Approval New Submitted - Budget Approval Superseded Expired Denied - Concept Approval Budget Approved Submitted - Concept Approval |
AMS_EVENT_FULFILL_ON | System | On_Cancel On_Enroll On_Reg |
On Cancellation On Enrollment On Registration |
AMS_CAMP_FULFILL_ON | System | On_Invite | On Invite |
AMS_OBJECT_USAGE_TYPE | System | Created Used_By |
Created Used By |
Implementing products for marketing purposes provides marketer's the ability to create, promote, and manage products. After you have properly implemented products, your end users can access products using the Campaign Workbench or the Campaign tab. For the purpose of marketing, products are usually associated with an offer, event, promotion, or deliverable.
Oracle Marketing requires that the following applications are properly implemented:
Oracle Marketing uses Oracle Product Hub for product cataloging and management. The concept of using a single product hierarchy model provides an efficient and re-usable catalog and product management system.
Using catalog categories you build a structured hierarchy that contains characteristics (such as attributes and functions). These characteristics are inherited throughout the hierarchy.
For example, you can create a catalog category phone. This category can have children mobile phone and land line categories. Children of the parent phone will inherit all characteristics defined for phone.
Note: Interest Types, primary and secondary codes are no longer used for product categorization.
Setting Up the Product Catalog
Perform the following steps to set up the product catalog.
A catalog is a collection of categories that are setup in a hierarchical format. When building your product catalog (and associated hierarchy), the first thing to do is create the catalog structure.
To create the catalog, login to Self Service as a user that has the Catalog Manager responsibility.
Navigation: Setup > Catalogs
Notes
Controlled at: Select if you want the product catalog to be associated at the item or organization level.
Select the following:
Enable Hierarchy for Categories
Enforce a List of Valid Categories
To create Product Categories, login to Self Service as a user that has the Catalog Manager responsibility.
Prerequisites: Add the following responsibilities to your user:
Catalog Responsibility: Enables you to access the PLM UI also enables you to execute the Load Catalog Hierarchy concurrent program.
Inventory responsibility: Enables you to access the Oracle Inventory UI and allows you to see the default category set UI.
Navigation: Setup > Categories
Notes
Flex Structure: Select Sales Categories and fill in mandatory fields.
In this step, you will add the product categories created above to the product catalog. While adding the categories to the catalog, the parent-child relationships are preserved. After creating the category you must associate it to the catalog created.
To add product categories to Catalog, login to Oracle Forms as a user that has the Catalog Manager responsibility. Navigate to the Catalog created in the previous step and add the category and any required sub-categories.
Product categories in the catalog have additional Sales and Marketing related attributes. These include:
Include in Forecast: All product categories that can be forecasted against should have this flag set.
Expected Purchase: All product categories that sales reps can log opportunity/lead lines against should have this flag set.
Exclude From User View: Some product categories may be in the catalog for purely reporting and collection purposes. Such product categories should have this flag set. The product hierarchy presented to sales reps will ignore these categories. These can however be used by analytical and reporting tools such as Oracle Discoverer.
Additional Information: See also My Oracle Support Knowledge Document 2277369.1, Oracle E-Business Suite Support Implications for Discoverer 11gR1.
To setup these attributes, switch to Catalog Manager responsibility, navigate to the Catalog previously created and update the attributes as desired.
To attach the product reporting functional area, login to Oracle Forms as a user that has the Oracle Marketing Administrator responsibility.
Navigation: Inventory > Setup > Items > Categories > Default Category Sets
Notes
Attach the functional area Product Reporting to the catalog (the category set) created.
Next, run Load Catalog Hierarchy using the Catalog Manager responsibility. This enables the categories defined above to be made visible to the Marketing applications. Only categories with the following parameters will be pulled into this view:
FORECASTABLE_FLAG = Y
PURCHASE_INTEREST = Y
To run Load Catalog Hierarchy, log in to Oracle Forms as a user that has the Catalog Manager responsibility.
Navigation: View > Requests
Notes
Submit a New Request: Specify the request Load Catalog Hierarchy and the Refresh Mode for the request.
To see a list of categories used for marketing (to manually map) you will need to run the following script:
AMSUPCMP.sql
This script is located in the Product Top directory (shown below):
ProductTop/patch/115/sql
After viewing the list of categories for Marketing, you will map them to the catalog previously created.
To access PLM UI for Mapping log in to the SSWA Using Catalog manager responsibility.
Navigation: Setup -> Setup Workbench > Catalog > Catalog Category Mapping
After the categories are mapped, run AMS Upgrade Product Categories to migrate marketing data.
Oracle Product Hub handles product cataloging and change management for Oracle Marketing. Oracle Inventory acts as the physical repository for products.
You can create 2 different types of products using inventory:
Inventory Items: These include tangible items such as books, clothing, appliances, and computers.
Service Items: Currently, warranties, subscriptions, and contracts are supported as a newly created service product.
To implement products use the following sections:
Oracle Inventory must be properly implemented before using the Product Pages in Oracle Marketing. The Master Inventory Organization assigned will appear by default in the Oracle Marketing Product Pages. When creating new Products, they will be placed into the default Master Inventory Organization.
Set the profile AMS : Item Validation Master Organization to the default Master Inventory Oragnization for which Products will be selected from and created to.
Set the following profile option for Products:
Option | Required | Level | Setting | Effect/Limitation |
---|---|---|---|---|
AMS : Inventory Item Update Allowed | No | Site | Yes/No | Seeded value is No. By default, a Marketer is able to update Products created within the Oracle Marketing application.However, if a Marketer wants to be able update Products from Oracle Inventory, set this value to Yes at Site level. |
AMS : Item Validation Master Organization | Yes | Site | NA | Indicates the default Master Inventory organization for which Products will be selected from or created to. |
This step applies only if implementing Oracle iStore with Oracle Marketing.
Set AMS : Item Validation Master Organization and IBE: Item Validation Organization profiles at site and responsibility levels to the same Master Inventory Organization.
For more information about how iStore uses the IBE: Item Validation Organization profile option to derive its product database, see the Oracle iStore Implementation and Administration Guide.
If the two Item Validation Organization profile options do not match at the same levels, then the Create Product button will not be display in the Store Administration UI's Catalog > Products menu. However, the iStore administrator still will have view and update privileges for Products within the inventory organization of the IBE: Item Validation Organization profile option at its lowest-level setting.
Use the following Lookups for Products:
Key | Type | Values | Meanings |
---|---|---|---|
ITEM_TYPE | Extensible | AI AOC ATO CONSULTING EDU FG FRT I K KIT M MEDIA NRI OC OP P PF PH PL POC PTO REF RI SA SI SW LIC TRAIN |
ATO Option Class ATO item ATO model Contracts - consulting Contracts - Education Contracts - KIT Contracts - Media Contracts - Software License Contracts - Training Finished good Freight Inventory Type Kit Model Non-recurring Option Class Outside Processing Item PTO Option Class PTO model Phantom item Planning Product Family Purchased Item Recurring Reference Item Subassembly supply item |
INVENTORY_ ITEM_ STATUS_ CODE | User | ACTIVE INACTIVE |
Active Inactive |
If there has been a change in the flexfield structure, compile the Inventory System Items Flexfield and the Inventory Category Flexfield prior to running this concurrent program.
Run the concurrent program listed below to load the Oracle Inventory categories information into the Oracle Marketing database tables. This allows the appearance of current product categories data in the Oracle Marketing pages.
You only need to run the concurrent program after you create new categories in Oracle Inventory.
Concurrent Manager | Required | Description |
---|---|---|
AMS Load Inventory Categories | Yes | Loads categories from the MTL schema to the AMS schema denormalized tables. This program should be run if and when a new category is created in Inventory or Advanced Product Catalog. |
In Oracle Applications, key flexfields (KFFs) are customized fields used to enter multi–segment values such as part numbers, account numbers, etc.
You must recompile the key flexfield segments -- only once -- after creating them. If you do not perform this step, part numbers will appear as X
in the Products pages.
To recompile the KFF segments, log in to Oracle Forms with System Administrator responsibility.
Navigation: Application > Flexfield > Key > Segments
Notes
Query on:
Application: Oracle Inventory
Flex Title: System Items (MTL_SYSTEM_ITEMS_B_KFV)
Select Unfreeze and then select Freeze.
Compile: Recompile the key flexfield by selecting this button.
For more information, see the Oracle Inventory User's Guide. For general information on DFFs, see the Oracle E-Business Flexfields Guide.
See the following sections to administer products:
Product templates enable a marketing administrator to configure product attributes. Configurable Product Options enable the marketer to define, at time of installing Oracle Marketing, the list of product attributes to be displayed in the inventory options side navigation menu for any responsibility.
This allows customizing of a list of product attributes based on business needs and integration requirements. Oracle Marketing provides a default template based on whether you are defining a product or a service. Selecting or clearing the desired product attributes can override the template.
You can define the list of product attributes for each responsibility and you can also specify if the product attributes are editable in the inventory options page. This feature allows you to isolate product attributes and limit their access to the appropriate users in accordance with business and integration requirements. This feature was added as an Enhancement request for Oracle iStore and Oracle Service Online.
Oracle Marketing Product Templates are different from inventory templates. Templates created here are used only in Oracle Marketing screens, which gives the user an option to configure the product attributes, which are displayed in inventory option side navigation menu.
Logical process of creating templates:
Create Product Templates - choose Service or Product Type.
Associate responsibility to the template.
For each product attribute select whether the attribute is defaulted, editable or hidden.
Depending on the responsibility of the user creating the product the templates associated to that responsibility will be implemented. If no templates are associated to the user, the default-seeded template is used.
To create a new template, log in to Oracle Marketing.
Navigation: Administration > Setup > Product Option >Create Product Template
Notes
Type of Template: Select the radio button for either a Product or Service template. When selecting a type, the PRODUCT_SERVICE_FLAG flag from AMS_PROD_TEMPLATES_B which will have value P/S. Depending upon the value meaning, it is retrieved from the ak_region_items/_tl.
To set up the new template, log in to Oracle Trade Management.
Navigation: Administration tab, then Trade Management sub tab, and select the Product option.
Notes
Responsibilities region: Retrieve the Marketing responsibility which will link to the template. Only one product template and one service template can be assigned to a responsibility. Optionally, remove an assignment.
Attributes region:
Default: Select this to make an attribute the default when a product is created.
Editable: Select this to make an attribute updatable in the product screens. This field overrides the Hide field. If you select Editable, Hide is ignored.
Hide: Select this to make the attribute hidden in the product screens. This is overridden by a selected Editable parameter.
Select All: Select this flag to enable all the attributes belonging to a selection the default and edit enabled.
Different Inventory attributes can be assigned to a product, depending upon the type of product created -- Inventory or Service. If an Inventory product has been created, the attributes screen will display the specific Inventory and Order Management attributes; if the Service option has been selected, the specific Service default attributes will be displayed. The tables in this section list the seeded attributes for each of the two seeded product templates:
Product (Inventory) Template
Service Template
See the Oracle Marketing User Guide for more information on seeded Templates for Products and Service Attributes.
Price Lists are used to price Products. Products can be added to multiple price lists which can be in different currencies support a global pricing strategy. Price lists can have eligibility defined so that customers who match the criteria alone eligible for the price.
Events and Deliverables that are created as inventory items can be added to a price list. Price lists can be attached to Offers as qualifiers so that customers can get a discount on a specific price.
Oracle Quoting-Forms, Oracle Order Management, and Oracle Advanced Pricing must be implemented prior to setting up price lists.
To implement price lists in Oracle Marketing, follow these procedures:
Set the following profile options for price lists:
Option | Required | Level | Setting | Effect/Limitation |
---|---|---|---|---|
QP: Item Validation Organization | Yes | Responsibility | Select from Inventory Organizations set up in Inventory | Prices may be defined only for those Products which will be available in the specified organization. |
AMS: Allow Updates to QP Price Lists in OMO | Yes | Responsibility | Yes/No | Selecting Yes will allow Price lists created using Advanced Pricing to be edited in Oracle Marketing. See also QP: Source System Code |
AMS : Root Section for Price List Report | Yes | Site | Sections defined in the hierarchy Tab of iStore's Merchant UI | Price list report available from the overview page will utilize the section set in this profile to determine the section hierarchy. Items can be grouped into sections. Sections in turn can be grouped into other sections, creating a hierarchical structure. |
See the table below for Lookups and their types, values and meanings.
Key | Type | Values | Meanings |
---|---|---|---|
AMS_ PRICE LIST_ STATUS | System | Active Draft Rejected Pending Cancelled |
Active Draft Rejected Pending Budget Approval Cancelled |