Common Implementation Steps

This chapter covers the following topics:

• Set Up and Synchronize Employees
• Data Quality Management Setup
• Appointment Preferences
• Seeded Roles and Responsibilities

Set Up and Synchronize Employees

Set up users in Oracle Human Resources. If an employee needs to track email interactions by synchronizing with Outlook, enter the employee's email under Office Details in Oracle HR before running Synchronize Employees concurrent program.

The Oracle Common Application Calendar concurrent program Synchronize Employees synchronizes HR employee information with resource information and must be run when new users are added. Use the CRM Administrator responsibility to run this program.

Data Quality Management Setup

Oracle Sales for Handhelds uses Data Quality Management for customer and contact search.

Steps:

1. Use the System Administrator responsibility to set the profile option HZ: Enable DQM Party Search to Yes.

2. Use the Trading Community Manager responsibility to run the concurrent program DQM Staging Program to create the staged schema and intermedia index.

3. Use the Trading Community Manager responsibility to schedule the concurrent program DQM Synchronization Program on a short interval for synchronizing new data coming into the system.

4. Use the Trading Community Manager responsibility to schedule the concurrent program DQM Index Optimization Program on a regular interval.

5. Use the Trading Community Manager responsibility to run the concurrent program DQM Compile All Rules to compile all the defined match rules.

6. Use the System Administrator responsibility to set the following profile options with appropriate matching rules:

   Function	Profile Option	Default Value (Matching Rule)
   Customer Search	HZ: Match Rule for Organization Simple Search	HZ_ORG_SIMPLE_SEARCH_RULE
   Contact Search	HZ: Match Rule for Contact Simple Search	HZ_CONTACT_SIMPLE_SEARCH_RULE
   Contact Create	HZ: Match Rule for Organization Duplicate Prevention HZ: Match Rule for Contact Duplicate Prevention	SAMPLE: SEARCH SAMPLE: SEARCH

Appointment Preferences

Responsibility: Sales User

Preferences, General, Regional, Timezone. Set the time zone to be displayed in the appointment pages.

Preferences, Calendar Preferences, Default Settings, Categories. Set the default category for appointments.

Seeded Roles and Responsibilities

The following responsibilities are shipped with Oracle Sales for Handhelds:

• Wireless Sales User

• Wireless Sales Administrator

Custom responsibilities can be setup using standard E-Business Suite functionality.