Oracle Order Management Information Discovery Plus

This chapter covers the following topics:

Overview

The Oracle Order Management application is an order-to-cash solution that provides capabilities for customers, partners, and employees to select the right products and services, negotiate best prices, and ensure timely and accurate order fulfillment. Delays in order fulfillment impacts organization overhead, customer satisfaction, and revenue.

Oracle Order Management Information Discovery Plus enables you to search and filter Open Orders, Closed Orders, and Returns information on a wide range of search criteria. You can view and analyze order information and order fulfillment delays using Key Performance Indicators (KPIs), performance evaluation metrics, charts, graphs, and tables. Based on this data, organizations can take corrective action to streamline the order fulfillment process, meet periodic sales targets by prioritizing high value orders, and fix revenue leakage caused by RMAs.

This chapter provides product-specific details required to integrate Endeca Information Discovery (EID) with Oracle E-Business Suite (EBS) Release 12.2 V8 for the Oracle Order Management application. This supplements the information provided in Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1). You must read this document and make note of the requirements before you begin your installation.

Oracle Order Management Information Discovery Plus User Interfaces

Open Orders Page

The Endeca Open Orders page displays dashboard metrics related to fulfillment delays on open sales order lines which are at various stages of the order-to-cash cycle, but not yet closed. The page displays information and data graphically and in tabular format. The following graphic displays a view of the Endeca Open Orders page.

From the Order Information Super User responsibility, navigate to the Open Orders page:

(N) Order Information > Information Discovery > Open Orders

the picture is described in the document text

the picture is described in the document text

When you open the Endeca Open Orders page under the Information Discovery tab, you can search and filter order fulfillment delay information. You can analyze the data and review open order and production metrics, charts, graphs, and tables. You can click the Create Order button in the top right-hand region of the Open Orders page to launch the Sales Order form and enter new sales order details. In addition, you can click the Create Order HTML UI button to open the HTML user interface for Order creation.

The following table describes the Endeca Open Orders page regions and components:

Region Components
Advanced Search

  • Boolean Search

  • Search within

 The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text.

Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Bookmarks The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the following attribute groups to view and select attribute names:

  • Order Information

  • Customer Information

  • Order 360 View

  • Additional Line Attribute Information (Descriptive Flexfields)

    • Context Value

      Note: This attribute group contains all segments of the Descriptive Flexfield: 'Additional Line Attribute Information' across all distinct contexts. Users can perform data discovery based on these Descriptive Flexfield segment attributes.

  • Additional Header Information

    • Context Value

    Note: This attribute group contains all segments of the Descriptive Flexfield: 'Additional Header Information' across all distinct contexts. Users can perform data discovery based on these Descriptive Flexfield segment attributes. Only global DFF elements are displayed along with context value. Other context specific attributes are displayed only upon selecting a specific context.

    Note: The above two Descriptive Flexfield (DFF) attribute groups (Line/Header) are visible in the Available Refinements section only if DFFs are enabled in the environment.
Open Orders: Metrics (summarization bar)

  • Fulfillment Delay (Days)

    The average of fulfillment delays for each order line (inclusive of zero values) divided by number of order lines.

  • Order Amount

    The sum of product of Unit Selling Price and Ordered Quantity for each order line.

    Note: The order amount for each line is the amount on the order line (referred to as transaction amount) converted into the functional currency of the operating unit or the currency specified in OM: Endeca Display Currency.

  • Order Quantity

    The sum of order quantity for each line.

    Note: The order quantity for each line is the quantity on the order line (referred to as transaction quantity in OM Information Discovery for Endeca) converted into the Primary UOM of the product.

  • Orders

    Number of orders (not order lines).

  • Purchase Orders

    Number of Purchase Orders

  • Released Work Orders

    Number of released work orders

  • Unreleased Work Orders

    Number of unreleased work orders
Open Orders: Tags (tabbed component container)
Statuses (tab)		 Statuses Tag Cloud Component

Note: The Statuses Tag Cloud Component displays the top ten open order line status values for open orders. Status values in this component are highlighted in progressively bolder and larger font based on the frequency of occurrence.
Open Orders: Tags (tabbed component container)
Holds (tab)		 Holds Tag Cloud Component

Note: The Open Order Holds Tag Cloud Component displays the top ten hold reasons corresponding to both open orders and lines. Hold reasons in this component are highlighted in progressively bolder and larger font based on the frequency of occurrence.
Open Orders: Tags (tabbed component container)
Hold Types (tab)		 Hold Type Cloud Component

Note: The Hold Type Tag Cloud Component displays the top ten hold types corresponding to both open orders and lines. Hold types in this component are highlighted in progressively bolder and larger font based on the frequency of occurrence.
Open Orders: Visualizations (tabbed component container)
Open Orders (tab)		 Order Amount by Customer, Product (chart)

  • Sort Options

    • Customer

    • Customer by Line Amount (sum)

  • Dimensions (value axis)

    • Line Amount (sum)

    • Order Quantity

  • Group Dimensions (category axis)

    • Customer

    • Product

    • Warehouse

  • Series Dimensions (color)

    • (none)

    • Product

    • Customer

    • Warehouse

    • Shipment Method

    • Line Status

    • Line Type
Open Orders: Visualizations (tabbed component container)
Fulfillment Delays (tab)		 Order Amount by Fulfillment Delay, Customer (chart)

  • Sort Options

    • Fulfillment Delay

    • Fulfillment Delay by Line Amount (sum)

  • Dimension (value axis)

    • Order Amount

    • Order Quantity

  • Series Dimensions (color)

    • (none)

    • Customer

    • Product

    • Warehouse

    • Shipment Method

    • Line Status

    • Line Type
Open Orders: Visualizations (tabbed component container)
Holds (tab)		 Order Amount by Holds, Customer (chart)

  • Sort Options

    • Holds

    • Holds by Line Amount (sum)

  • Dimension (value axis)

    • Order Amount

    • Line Quantity (sum)

    Series Dimensions (color)

    • (none)

    • Customer

    • Product

    • Warehouse

    • Line Status

    • Line Type
Open Orders: Results (tabbed component container)
Orders (tab)		 Open Orders Summary (results table)

  • View Options

    • Hide / Show Columns

    • Sort

    • Reset table to default

  • Actions

    • Print

    • Export

    • Launch Order Organizer - When you select this action, all selected orders display in the 'Summary' tab of the Order Organizer search results form. This enables you to execute additional actions including Book, Price, Mass Change, and so on.

    • Launch Scheduling Organizer - When you select this action, all selected orders display in the 'Summary' tab of the Scheduling Organizer search results form. This enables you to execute additional actions including Reserve, Schedule, and so on.

    • Update Orders - When you select this action, the Order Management html user interface page appears where you can search, view, and perform actions on orders for the selected row.

    • Order 360 View - Select this action to open the Order 360 View page. You can view key open order metrics, graphs, and results table information corresponding to the records selected. You can use the EBS Quick Links to navigate to EBS pages to enter and maintain order and item information. You can also use EBS quick links to view other EID product content, and navigate to those EBS product pages to perform allowed actions.

  • Links

    • Edit - Select the Edit link to navigate to the Sales Orders form to enter, view, and update sales orders.

    • View - Select the View link to navigate to the Sales Order Details page to view order details for the selected order.

    • Order Number - Select the Order Number link to navigate to an additional Sales Order Details page to search, view, and perform actions on orders and order lines.
Open Orders: Results (tabbed component container)
Order Lines (tab)		 Open Orders: Results (results table)

  • Column Sets

    • Main

    • Customer

    • Delay and Dates

    • Others

    • Order 360 View

  • View Options

    • Hide / Show Columns

    • Sort

    • Reset table to default

  • Actions

    • Print

    • Export

    • Launch Order Organizer - When you select this action, all selected order lines display in the 'Lines' tab of the Order Organizer search results form. This enables you to execute additional actions including Book, Price, Mass Change, and so on.

    • Launch Scheduling Organizer - When you select this action, all selected order lines display in the 'Lines' tab of the Scheduling Organizer search results form. This enables you to execute additional actions including Reserve, Schedule, and so on.

    • Update Order Lines - When you select this action, the Order Lines html user interface page appears where you can search, view, and perform order line level actions.

      Note: Only order line level actions can be performed.

    • Order 360 View - Select this action to open the Order 360 View page. You can view key open order metrics, graphs, and results table information. You can also use the EBS Quick Links to navigate to EBS pages to enter and maintain order and item information. You can also use EBS quick links to view other EID product content, and navigate to those EBS product pages to perform allowed actions.

  • Links

    • Display Details Icon - Select the display details icon to view record details for the selected row. The Record Details window appears and displays Main, Customer, and Delay and Dates information.

    • Edit - Select the Edit link to navigate to the Sales Orders form to enter, view, and update sales orders.

    • View - Select the View link to navigate to the Sales Order Details page to view order details for the selected order.

    • Order Number - Select the Order Number link to navigate to an additional Sales Order Details page to search, view, and perform actions on orders and order lines.

When you select the Order 360 View from the Actions link in the Open Orders: Results table, the Order 360 View page appears and displays Order Management data similar to that of the Open Orders page. This page also contains quicklinks components that point to other EID product pages. Click the quick links to navigate to other EID product pages. The following is a display of the Order 360 View page.

the picture is described in the document text

the picture is described in the document text

Closed Orders Page

The Endeca Closed Orders page displays dashboard metrics related to fulfillment delays on closed sales order lines. The page displays information and data graphically and in tabular format. The following graphic displays a view of the Endeca Closed Orders page.

From the Order Information Super User responsibility, navigate to the Closed Orders page:

(N) Order Information > Information Discovery > Closed Orders

the picture is described in the document text

When you open the Endeca Closed Orders page under Information Discovery, you can search and filter order fulfillment delay information. You can analyze the data and review closed order line and production metrics, charts, graphs, and tables. You can also click the Create Order button in the top right-hand region of the Open Orders page to launch the Sales Order form and enter new sales order details.

The following table describes the Endeca Closed Orders page regions and components:

Region Components
Advanced Search

  • Boolean Search

  • Search within

 The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text.

Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Bookmarks The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements You can use the Available Refinements component to filter data using attribute groups. Expand the following attribute groups to view and select attribute names:

  • Order Information

  • Customer Information

  • Additional Line Attribute Information (Descriptive Flexfields)

    • Context Value

      Note: This attribute group contains all segments of the Descriptive Flexfield: 'Additional Line Attribute Information' across all distinct contexts. Users can perform data discovery based on these Descriptive Flexfield segment attributes.

  • Additional Header Information

    • Context Value

    Note: This attribute group contains all segments of the Descriptive Flexfield: 'Additional Header Information' across all distinct contexts. Users can perform data discovery based on these Descriptive Flexfield segment attributes. Only global DFF elements are displayed along with context value. Other context specific attributes are displayed only upon selecting a specific context.

    Note: The above two Descriptive Flexfield (DFF) attribute groups (Line/Header) are visible in the Available Refinements section only if DFFs are enabled in the environment.
Closed Orders: Metrics (summarization bar)

  • Fulfillment Delay (Days)

    The average of fulfillment delays for each order line (inclusive of zero values) divided by number of order lines.

  • Order Amount

    The sum of product of unit selling price and ordered quantity for each order line.

    Note: The order amount for each line is the amount on the order line (referred to as transaction amount in OM Information Discovery for Endeca) converted into the functional currency of the operating unit or the currency specified in OM: Endeca Display Currency.

  • Order Quantity

    The sum of order quantity for each line.

    Note: The order quantity for each line is the quantity on the order line (referred to as transaction quantity in OM Information Discovery for Endeca) converted into the Primary UOM of the item.

  • Orders

    Number of order (not order lines).
Closed Orders: Visualizations (tabbed component container)
Closed Orders (tab)		 Order Amount by Customer, Product (chart)

  • Sort Options

    • Customer

    • Customer by Line Amount (sum)

  • Dimensions (value axis)

    • Order Amount

    • Order Quantity

  • Group Dimensions (category axis)

    • Customer

    • Product

    • Warehouse

  • Series Dimensions (color)

    • (none)

    • Product

    • Customer

    • Warehouse

    • Shipment Method

    • Line Type
Closed Orders: Visualizations (tabbed component container)
Fulfillment Delay (tab)		 Order Amount by Fulfillment Delay, Customer (chart)

  • Sort Options

    • Fulfillment Delay

    • Fulfillment Delay by Line Amount (sum)

  • Dimensions (value axis)

    • Order Amount

    • Order Quantity

  • Series Dimensions (color)

    • (none)

    • Customer

    • Product

    • Warehouse

    • Shipment Method

    • Line Type
Closed Orders: Results (tabbed component container)
Orders (tab)		 Closed Orders Summary (results table)

  • View Options

    • Hide / Show Columns

    • Sort

    • Reset table to default

  • Actions

    • Print

    • Export

    • Launch Order Organizer - When you select this action, all selected orders display as selected in the 'Summary' tab of the Order Organizer search results form. This enables you to execute additional actions including Book, Price, Mass Change, and so on.

    • Update Orders - When you select this action, the Order Management page appears where you can search, view, and perform actions on orders for the selected row.

    • Order 360 View - Select this action to open the Order 360 View page. You can view key open order metrics, graphs, and results table information corresponding to the records selected. You can use the EBS Quick Links to navigate to EBS pages to enter and maintain order and item information. You can also use EBS quick links to view other EID product content, and navigate to those EBS product pages to perform allowed actions.

  • Links

    • Edit - Select the Edit link to navigate to the Sales Orders form to enter, view, and update sales orders.

    • View - Select the View link to navigate to the Sales Order Details page to view order details for the selected order.

    • Order Number - Select the Order Number link to navigate to an additional Sales Order Details page to search, view, and perform actions on orders and order lines.
Closed Orders: Results (tabbed component container)
Order Lines (tab)		 Closed Order Lines: Results (results table)

  • Column Sets

    • Main

    • Customer

    • Delay and Dates

    • Others

  • View Options

    • Hide / Show Columns

    • Sort

    • Reset table to default

  • Actions

    • Print

    • Export

    • Launch Order Organizer - When you select this action, all selected orders display as selected in the 'Lines' tab of the Order Organizer search results form. This enables you to execute additional actions including Book, Price, Mass Change, and so on.

    • Update Order Lines - When you select this action, the Order Lines page appears where you can search, view, and perform actions on orders and order lines.

    • Order 360 View - Select this action to open the Order 360 View page. You can view key open order metrics, graphs, and results table information corresponding to the records selected. You can use the EBS Quick Links to navigate to EBS pages to enter and maintain order and item information. You can also use EBS quick links to view other EID product content, and navigate to those EBS product pages to perform allowed actions.

  • Links

    • Display Details Icon - Select the display details icon to view record details for the selected row. The Record Details window appears and displays Main, Customer, and Delay and Dates information.

    • Edit - Select the Edit link to navigate to the Sales Orders form to enter, view, and update sales orders.

    • View - Select the View link to navigate to the Sales Order Details page to view order details for the selected order.

    • Order Number - Select the Order Number link to navigate to an additional Sales Order Details page to search, view, and perform actions on orders and order lines.

Returns Page

The Endeca Returns page displays dashboard metrics related to order returns and reasons. Only fulfilled return lines and their parent returns are considered. The page displays information and data graphically and in tabular format. The following graphic displays a view of the Endeca Returns page.

From the Order Information Super User responsibility, navigate to the Returns page:

(N) Order Information > Information Discovery > Returns

the picture is described in the document text

the picture is described in the document text

When you open the Endeca Returns page under the Information Discovery tab, you can search and filter various reasons that cause order returns. You can analyze the data and review returned orders and production metrics, charts, graphs, and tables. You can also click the Create Order button in the top right-hand region of the Open Orders page to launch the Sales Order form and enter new sales order details.

The following table describes the Endeca Returns page regions and components:

Region Components
Advanced Search

  • Boolean Search

  • Search within

 The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text.

Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Bookmarks The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the following attribute groups to view and select attribute names:

  • Return Information

  • Customer Informaton

  • Order Reference Information

  • Additional Line Attribute Information (Descriptive Flexfields)

    • Context Value

      Note: This attribute group contains all segments of the Descriptive Flexfield: 'Additional Line Attribute Information' across all distinct contexts. Users can perform data discovery based on these Descriptive Flexfield segment attributes.

  • Additional Header Information

    • Context Value

    Note: This attribute group contains all segments of the Descriptive Flexfield: 'Additional Header Information' across all distinct contexts. Users can perform data discovery based on these Descriptive Flexfield segment attributes. Only global DFF elements are displayed along with context value. Other context specific attributes are displayed only upon selecting a specific context.

    Note: The above two Descriptive Flexfield (DFF) attribute groups (Line/Header) are visible in the Available Refinements section only if DFFs are enabled in the environment.
Returns: Metrics (summarization bar)

  • Return Amount

    The sum of product of unit selling price and returned quantity for each order line.

    Note: The return amount for each line is the amount on the return line (referred to as transaction amount) converted into the functional currency of the operating unit or the currency specified in OM: Endeca Display Currency.

  • Return Quantity

    The sum of order quantity for each line.

    Note: Return quantity for each line is the quantity on the order line (referred to as transaction quantity in OM Information Discovery for Endeca) converted into the Primary UOM of the item.

  • Returns

    Number of return orders (not lines).
Returns: Reasons (tag cloud component) Top Ten Return Reasons Tag Cloud Component

Note: The Returns: Reasons tag cloud component displays the top ten return reasons by frequency of occurrence. Return reasons in this component are highlighted in progressively bolder and larger font based on the frequency of occurrence.
Returns: Visualizations (tabbed component container)
Returns (tab)		 Return Amount by Customer, Product (chart)

  • Sort Options

    • Customer

    • Customer by Return Line (sum)

  • Dimensions (value axis)

    • Return Amount

    • Return Quantity

  • Group Dimensions (category axis)

    • Customer

    • Product

  • Series Dimensions (color)

    • (none)

    • Product

    • Customer
Returns: Visualizations (tabbed component container)
Return Reasons (tab)		 Return Amount by Return Reason, Customer (chart)

  • Sort Options

    • Return Reason

    • Return Reason by Return Line (sum)

  • Dimensions (value axis)

    • Return Amount

    • Return Quantity

  • Series Dimensions (color)

    • (none)

    • Customer

    • Product
Returns: Results (tabbed component container)
Returns (tab)		 Returns Summary (results table)

  • ViewOptions

    • Hide / Show Columns

    • Sort

    • Reset table to default

  • Actions

    • Print

    • Export

    • Launch Order Organizer - When you select this action, all selected orders display as selected in the 'Summary' tab of the Order Organizer search results form. This enables you to execute additional actions including Book, Price, Mass Change, and so on.

    • Update Returns - When you select this action, the Order Management page appears where you can search, view, and perform actions on orders for the selected row.

  • Hyper Links

    • Edit - Select the Edit link to navigate to the Sales Orders form to enter, view, and update sales orders.

    • View - Select the View link to navigate to the Sales Order Details page to view order details for the selected order.

    • Order Number - Select the Order Number link to navigate to an additional Sales Order Details page to search, view, and perform actions on orders and order lines.
Returns: Results (tabbed component container)
Return Lines (tab)		 Returns: Results (results table)

  • Column Sets

    • Main

    • Customer

    • Order Reference

  • View Options

    • Hide / Show Columns

    • Sort

    • Reset table to default

  • Actions

    • Print

    • Export

    • Launch Order Organizer - When you select this action, all selected orders display as selected in the 'Lines' tab of the Order Organizer search results form. This enables you to execute additional actions including Book, Price, Mass Change, and so on.

    • Update Return Lines - When you select this action, the Order Lines page appears where you can search, view, and perform actions on orders and order lines for the selected row.

  • Hyper Links

    • Display Details Icon - Select the display details icon to view record details for the selected row. The Record Details window appears and displays Main and Customer information.

    • Edit - Select the Edit link to navigate to the Sales Orders form to enter, view, and update sales orders.

    • View - Select the View link to navigate to the Sales Order Details page to view order details for the selected order.

    • Order Number - Select the Order Number link to navigate to an additional Sales Order Details page to search, view, and perform actions on orders and order lines.

Customer Explorer Page

The Customer Explorer page enables you to search and filter data for customer parties using party, account, address and contact point attributes. You can view useful transactional metrics related to Open Claims, Closed Claims, Budgets, Sales Orders, Return Orders, Service Requests, Quotes, and Installed Base for a customer party. You can also drill into the related Information Discovery pages to view and update transactions. Within the Customer Explorer page, you can also access the Order 360 View to open the Transaction Summary window and view transaction metrics for selected parties.

The following graphic displays a partial view of the Customer Explorer page.

From the Order Information Super User responsibility, navigate to the Customer Explorer page:

(N) Order Information > Information Discovery > Customer Explorer

the picture is described in the document text

the picture is described in the document text

The following table describes the Customer Explorer page regions and components:

Region Components
Advanced Search

  • Boolean Search

  • Search within

 The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text.

Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Bookmarks The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the following attribute groups to view and select attribute names:

  • Party

  • Account

  • Address

  • Contact Point

  • Contacts / Relationships
Discover Parties (tabbed component container)
Parties (tab)		 City (Primary) (tag cloud)

Note: The City (Primary) tag cloud component displays the top ten primary cities where parties to orders reside, by frequency of occurrence. Cities in this component are highlighted in progressively bolder and larger font based on the frequency of occurrence.


Party Summary (results table)
The Party Summary results table displays all party information and contact detail.

  • ViewOptions

    • Hide / Show Columns

    • Sort

    • Reset table to default

  • Actions

    • Print

    • Export

    • Compare

      Note: You must select a minimum of two rows to open the Compare window to view party summary information.

    • Create Quote

      Note: When you select one party (row) and select Create Quote from the Actions drop down list, the application opens the Create Quote window to create a quote for that party (customer).

  • Links

    • Details Icon - Select the details icon to display Party Details for that selected row.

    • 360 View - Select the 360 View to open the Transaction Summary window to view transaction metrics for the selected party.

      Note: For a description of the Transaction Summary page, see the table at the end of this section.


Trend (chart)
The Trend chart displays the Party Count by Creation Year. You can print, export, or save the image of the chart.

  • Sort Options

    • Creation Year

    • Creation Year by Record Count

  • Group Dimensions (category axis)

    • Creation Year

    • Classification

    • Party Type

    • Party Usage
Discover Parties (tabbed component container)
Addresses (tab)		 Cities (tag cloud)

Note: The Cities tag cloud component displays the top ten cities that occur within addresses of orders, by frequency of occurrence. Cities in this component are highlighted in progressively bolder and larger font based on the frequency of occurrence.


Map
The Map displays a global view of party locations and address information.

  • Map

    • All Addresses

    • Primary Addresses

  • Sort Options

    • Default Sort

    • Address (set)

    • Party Name (set)

    • City (set)

    • Site Use (set)

    • Site Number (set)

    • Phone Number (set)


Trend (chart)
The trend chart displays the number of records by country.

  • Sort Options

    • Country

    • Country by Record Count

  • Group Dimensions (category axis)

    • Country

    • City

    • County

    • State/Province

    • Postal Code

    • Site Use


Address Summary (results table)
The Address Summary results table displays party address details.

  • ViewOptions

    • Hide / Show Columns

    • Sort

    • Reset table to default

  • Actions

    • Print

    • Export

    • Compare

      Note: You must select a minimum of two rows to open the Compare window to compare party address information.

  • Links

    • Details Icon - Select the details icon to open the Details window to view Party Address details for that selected row.
Discover Parties (tabbed component container)
Relationships (tab)		 Cities (tag cloud)

Note: The Cities tag cloud component displays the top ten cities that occur within contacts and relationships of order parties, by frequency of occurrence. Cities in this component are highlighted in progressively bolder and larger font based on the frequency of occurrence.


Job Title (tag cloud)

Note: The Job Title tag cloud component displays the top ten job titles within contacts and releationships of order parties, by frequency of occurrence. Job titles in this component are highlighted in progressively bolder and larger font based on the frequency of occurrence.


Contacts / Relationships Summary (results table)
This results table displays information of a party's relationships and contacts.

  • View Options

    • Hide / Show Columns

    • Sort

    • Reset table to default

  • Actions

    • Print

    • Export

    • Compare

      Note: You must select a minimum of two rows to open the Compare window to compare party relationships and contacts information.

  • Links

    • Details Icon - Select the details icon to open the Details window to view party relationships and contacts information for that selected row.

Transaction Summary Page

The Transaction Summary page enables you to search and filter data for customer parties using party, account, address and contact point attributes. When you click the 360 View link in the Party Summary results table, the Transaction Summary page appears.

Using the responsibility assigned to you, use the Transaction Summary page to analyze data using various metrics, charts, graphs, and tables. The page contains the following regions and components:

Region Components
Party Name The name of the party.
Party Type The type of party.
Registry ID The registry identifier associated with the party.
Identifying Address The address of the party.
Tip Data as of: Tip displays the date on which the data was last refreshed.
Tip Currency: This displays the currency associated with the party.
Selected Refinements The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Quick Links The Quick Links region displays links to associated pages.

  • Click Open Claims to navigate to the Open Claims dashboard.

  • Click Closed Claims to navigate to the Closed Claims dashboard.

  • Click Budgets to navigate to the Budgets dashboard.

  • Click Open Orders to navigate to the Open Orders page.

  • Click Returns to navigate to the Returns page for Sales Orders.

  • Click Service Requests to navigate to the Service Requests page.

  • Click Installed Base to navigate to the Installed Base page.

  • Click Quotes to navigate to the Manage Quotes page.
Available Refinements The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the attribute groups to view and select attribute names.
Transaction Metrics Displays the following details:

  • Open Claim Amount – displays the total of all open claims in the system.

  • Open Claim Amount Beyond 30 Days – displays all claims that are open for over 30 days (in value).

  • Closed Claim Amount – displays the total of all closed claims in the system.

  • Budget Total Earned – displays the total earned across all budgets.

  • Budget Total Paid – displays the total paid amount across all budgets.

  • Budget Balance – displays the budget balance, dollars earned by customer but not yet paid.

  • Open Orders Amount – displays the order amount for the open orders.

  • Return Orders Amount – displays the order amount for the return orders in the current year.

  • Number of Open SRs – displays the number of open service requests

  • Number of Escalated SRs – displays the number of escalated service requests.

  • Open Quote Amount – displays the quote total of active quotes.

  • Converted Quote Amount – displays the quote total of quotes that were placed as an order in the current year.

  • Rejected Quote Amount – displays the quote total of quotes that are not open and not converted in the current year.

  • Number of Items – displays the number of items.

  • Number of Customer Products – displays the number of customer products.

  • Up-Sell Target Count – displays the count of up-sell targets.

  • Cross-Sell Target Count – displays the count of cross-sell targets.
Open Amount Displays data in the following tabs:

  • Chart – displays Open Claim Amount (sum), Open Orders Amount (sum), and Open Quote Amount (sum) by Operating Unit.

  • Pivot – displays the following details for the Operating Unit:

    • Open Orders Amount (sum)

    • Return Orders Amount (sum)

    • Number of Open SRs (sum)

    • Number of Escalated SRs (sum)

    • Number of Items (sum)

    • Number of Customer Products (sum)

    • Up-sell Target Count (sum)

    • Cross-sell Target Count (sum)

    • Open Quote Amount (sum)

    • Converted Quote Amount (sum)

    • Rejected Quote Amount (sum)

    • Budget Total Earned (sum)

    • Budget Total Paid (sum)

    • Budget Balance (sum)

    • Open Claim Amount (sum)

    • Closed Claim Amount (sum)

    • Open Claim Amount Beyond 30 Days (sum)

      Note: You can print or export the details of the pivot table.

Oracle Order Management Information Discovery Plus Product Configuration

Setting Up Oracle Order Management Information Discovery Plus

The Oracle Order Management product configuration setup must be completed after the installation and common configurations are completed as described in Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1).

Setup and Configuration Steps

To set up Oracle Order Management Information Discovery Plus, you must complete the following steps:

  1. Set Access Control by assigning UMX roles and updating access grants.

  2. Schedule Setup for Full Endeca Refresh.

  3. Set Profile Options for Oracle Order Management.

  4. Complete Post Installation Steps for Oracle Order Management.

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Order Management Information Discovery Plus

As part of the Oracle E-Business Suite-EID integration for the Oracle Order Management application, the following UMX Roles are provided:

UMX Role Internal Code Name
Order Management Endeca Access Role UMX|ONT_ENDECA_ACCESS_ROLE
Order Management HTML User Interface Access Role UMX|ONT_ENDECAHTML_ACCESS_ROLE
Order Mgmt Endeca Role for Customer Explorer UMX|ONT_ENDECA_ICX_ACCESS_ROLE

You must add the UMX roles 'Order Management Endeca Access Role' and 'Order Management HTML User Interface Access Role' to enable Endeca menus for the Order Information Super User responsibility and Order Management HTML User Interface responsibility (or any other custom responsibility which is using the Order Information Portal menu). You must assign these UMX roles to the Order Information Portal responsibility. When these UMX roles are assigned to the Order Information Portal, the Information Discovery tab will be visible.

If you want to use the Endeca-related roles with more than one responsibility, then you must have an additional grant with a security context corresponding to each responsibility. You can add grants for a given role as a separate process or when adding the role to the responsibility.

Permission Sets Internal Code Name
Order Management Endeca Pages Access ONT_ENDECA_ACCESS_PS
Order Management HTML User Interface Access ONT_ENDECAHTML_ACCESS_PS
Order Mgmt Permission Set for Customer Exp ONT_CUST_EXP_PS

Complete the following steps to enable Endeca Menus in Oracle E-Business Suite (EBS):

  1. Assign a UMX Role to the Responsibility.

  2. Update the following grants:

    • ONT_ENDECA_ACCESS_GRANT

    • ONT_ENDECA_CUST_EXP_GRANT

For assigning UMX Roles and Grants, refer to Appendix C in Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1).

Note: You must add the 'Orders, Returns' function to the 'Order Information Super User' responsibility to access the Sales Order windows from the Results Set table.

Scheduling Setup for Endeca Refresh

The initial data upload for Oracle Order Management is complete when the Full graph is run as described in the Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1). Full refresh deletes all data from Endeca and repopulates it with a full data extract from the E-Business Suite system. For incremental refresh, you should determine how often the Endeca data should be refreshed from E-Business Suite depending on your organizational requirements.

To schedule ETL on the Integrator Server

  1. Login to Integrator server using your Clover login.

  2. Click the Scheduling tab.

  3. Select the New Schedule link.

  4. Enter a Description for the schedule.

  5. Select Periodic as the Type.

  6. Select by interval as the Periodicity.

  7. Enter a start date and time in the Not active before date/time field.

  8. Enter an end date and time in the Not active after date/time field.

  9. Enter a value in the Interval (minutes) field.

  10. Ensure you select the Fire misfired event as soon as possible check box.

  11. Select Start a graph from the Task Type list.

  12. Specify Sandbox = 'ont', and then specify the graph for schedule to run. For example:

    • FullLoadConfig.grf - this graph loads all Endeca page metadata as well as order line transaction data, along with necessary audit information.

    • IncrementalLoadConfig.grf - this graph loads incrementally changed order line transaction data, along with necessary audit information.

    Important: Customers should define data load schedules based on the FullLoadConfig.grf and IncrementalLoadConfig.grf graphs.

    • Data deleted in EBS (Order Management) will not be removed from Endeca by running Incremental Graph. You must run FullLoadConfig.grf graph to remove all the data from Endeca and then reload all data. Full refresh deletes all data from Endeca and repopulates it with a full data extract from the E-Business Suite system.

    • FullLoadConfig.grf is designed to create (and reset) the Endeca data domain for Order Management and perform the initial data load. IncrementalLoadConfig.grf is designed to transfer the updates from EBS Order Management into Endeca as of the completion of the previous data load. You must evaluate your requirements and carefully create the data refresh schedule. Such a schedule is typical and most likely created based on IncrementalLoadConfig.grf rather than the FullLoadConfig.grf.

    • You should allow sufficient time between two successive runs of a given graph (either FullLoadConfig.grf or IncrementalLoadConfig.grf) when defining the schedule. The time gap in the schedule must be greater than what the graph itself takes to complete. Failure to adhere to this guideline will result in excessive and wasteful computational load on hardware resources.

  13. Click Create to set the scheduler.

Profile Options for Oracle Order Management Information Discovery Plus

Set the optional site level profile option OM: Endeca Display Currency to convert the transaction amount for all orders into the specified currency:

Profile Option Name Description
OM: Endeca Display Currency This optional site-level profile option controls the conversion of the transaction amount for all orders into the specified currency.
OM: Days for Endeca Full Data Load This optional site-level profile option controls the number of days that the full load graph pulls data. The default value is Null. If the value is Null, then full load graph will pull data for the previous 90 days. You can change this value to any positive numeric value.
OM: Maximum Attachment Size for Information Discovery Load (kb) This optional site-level profile option controls the volume in kilobytes (kb) of line level attachment text to be loaded into Endeca during ETL.

OM: Endeca Display Currency - If a currency is specified in this optional profile option, then the transaction amount for all orders will be converted (if required) into the specified currency. If a currency is not specified in this profile option, then the transaction amount for all orders will be converted (if required) into the functional currency of the legal entity.

Note: You can specify a currency in this profile option if there are users who have access to orders created in legal entities with different functional currencies. Once a currency is selected, Order Amounts on the Order Management Information Discovery Plus pages are converted into that currency at the exchange rate available in Oracle General Ledger tables on the day of the Ordered Date. If users of OIP have access to more than one operating unit, and each operating unit has its own different functional currency, then you can set this profile option to the appropriate common currency according to business requirements. If a currency is not specified in the profile option and there are multiple currencies for a user, then the Tip Text displays 'Currency: Multiple' and currency is added as a filter in the Available Refinements component for users with access to orders in multiple currencies, and they can filter by currency if desired.

OM: Maximum Attachment Size for Information Discovery Load (kb) - This profile option is a site-level profile option and displays numeric values for volume in kilobytes (kb) of line level attachment text to be loaded into Endeca during ETL. A blank or null value is equivalent to a zero value.

Post Installation Steps for Oracle Order Management Information Discovery Plus

Descriptive Flexfield Attribute Groups

The enabled attributes of the descriptive flexfields (DFF) 'Additional Line Attribute Information' and 'Additional Header Information' automatically display within the guided navigation portlet under the dynamically created attribute group 'Additional Information'. You can refine each of the attributes with specific search and selection requirements. Based on customer preferences and requirements, when implementing Oracle Order Management Information Discovery Plus, you can:

  1. Add the dynamically created attribute group (Additional Line Attribute Information) as a new column set to the Endeca results tables.

    Note: The Additional Header Information attribute group cannot be added to the Orders tab of the results table.

  2. Change the default style of descriptive flexfield attribute filters in the guided navigation component configuration. For example, you can modify 'List of Values' to 'Range Filters' for numeric attributes.

Views and Joins for Oracle Order Management Information Discovery Plus

The following views are used by the ETL layer in Endeca to load Oracle Order Management data to the Endeca data domain:

View Name Purpose
OE_ENDECA_RETURNS_V Loads Return Order Lines' data
OE_ENDECA_FULFILL_DELAY_V Loads Fulfillment Analysis Information for open and closed lines.

Menus for Oracle Order Management Information Discovery Plus

Oracle Order Management integration includes the following user menu functions:

User Function Name Function Name
Information Discovery ONT_ENDECA_DISCOVERY
Information Discovery Page - Open Orders ONT_ENDECA_OPN_ORDR_PG
Information Discovery Page - Fulfillment Delay ONT_ENDECA_FULFILL_DELAY_PG
Information Discovery Page - Returns ONT_ENDECA_RETURNS_PG
Transaction Summary Page (From OM) ONT_IMC_TRANS_ENDECA_METRICS
Endeca Information Discovery Widget - Open Orders ONT_ENDECA_OPN_ORDR
Endeca Information Discovery Widget - Fulfillment Delay ONT_ENDECA_FULFILL_DELAY
Endeca Information Discovery Widget - Returns ONT_ENDECA_RETURNS
Endeca 360 View Widget ONT_ENDECA_360_VIEW
Endeca 360 View Page ONT_ENDECA_360_VIEW_PG
Endeca 360 View Widget Closed ONT_ENDECA_360_CLOSED
Order Management Endeca Actions Delegator Page ONT_ENDECA_ACTIONS_DELEGATOR
Scheduling Organizer ONT_OEXOEORD_SCH
Endeca 360 View HTML UI Page ONT_ENDECA_360_VIEW_HTML_PG
Endeca 360 View Close Page ONT_ENDECA_360_VIEW_CL_PG
Endeca 360 View HTML Close Page ONT_ENDECA_360_CLOS_HTML_PG
Order Organizer ONT_OEXOEORD_SUMMARY
Sales Orders ONT_OEXOEORD

Customer Explorer

Customer Explorer Product Configuration

Once you have completed installation and common configurations as described in Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 document (Doc ID: 2214431.1), you must complete the Customer Explorer product configuration setup as detailed in this section.

Setting up Customer Explorer

  1. Add the UMX role IMC Endeca Access Role (UMX| IMC_TRANS_ENDECA_ACCESS_ROLE) to enable the Customer Explorer global link for the IMC application responsibility, or any other custom responsibility using the same menu. When this UMX role is assigned to the responsibility, the customer explorer global menu displays.

  2. Update the grants associated with role IMC Endeca Access Role to have the right responsibility context set. For IMC Endeca Access Role, click the update icon for grant IMC_TRANS_ENDECA_ACCESS_GRANT and in the Security Context region of the update Grant page enter IMC responsibility as the Responsibility. For IMC Endeca Access Role, click on the update icon for grant IMC_ENDECA_INT_PROD_ACCESS_GRANT and in the Security Context region of the update Grant page enter IMC responsibility as the Responsibility.

  3. To access the related Information Discovery pages (Open Claims, Closed Claims, Budgets, Sales Orders, Return Orders, Service Requests, Quotes and Installed Base) from Customer Explorer Page, complete the following additional steps:

  4. Assign the Roles below (additionally, subject to the licensed Oracle Information Discovery page) to the IMC responsibility:

    • CS Endeca Access Role/UMX|CS_ENDECA_ACCESS_ROLE (Services)

    • CSI Endeca Access Role/UMX|CSI_ENDECA_ACCESS_ROLE (Installed Base)

    • Channel Endeca User Role/UMX|OZF_ENDECA_ACCESS_ROLE (Channel Revenue Management)

    • Order Management Endeca Access Role/UMX|ONT_ENDECA_ACCESS_ROLE (Order Management)

    • Quoting Endeca Quotes Access Role/UMX|QOT_ENDECA_QUOTES_ACCESS_ROLE (Quoting)

  5. When you add the role to the responsibility, you must also update the associated grant for the product-specific Information Discovery related roles to reference the specific responsibility as the security context. You need a separate grant for each responsibility to which you are adding the role, so in this case you must duplicate the shipped grant rather than updating it. Create a copy of existing and in the Security Context region of the Update Grant page enter IMC responsibility as the Responsibility.

    See: Oracle E-Business Suite System Administrator's Guide - Security for more information on how to assign roles.

    See: Roles in Customer Explorer

    See: Grants in Customer Explorer

    See: Permission Sets in Customer Explorer

    See: Appendix C: Adding Roles to Responsibilities and Setting Security Context in Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1)

  6. Set up the profiles HZ_ENDECA_DISPLAY_CURRENCY and HZ_CURR_CONVERSION_TYPE.

    See: Profiles in Customer Explorer

Profiles in Customer Explorer

Customer Explorer provides the following profile options:

Roles in Customer Explorer

Customer Explorer provides the following roles:

Role Name Role ID Application
IMC Endeca Access Role UMX| IMC_TRANS_ENDECA_ACCESS_ROLE Customer Explorer

Grants in Customer Explorer

Customer Explorer provides the following grants:

Name Set Grantee Type Grantee
IMC_TRANS_ENDECA_ACCESS_GRANT IMC Endeca Access Permission Set Group Of Users IMC Endeca Access Role
IMC_ENDECA_INT_PROD_ACCESS_GRANT Customer Explorer Integrated Product Menu Group Of Users IMC Endeca Access Role

Permission Sets in Customer Explorer

The following permission sets are available in Customer Explorer:

Permission Set Name Permission Set ID Application
IMC Endeca Access Permission Set IMC_TRANS_ENDECA_ACCESS_PS Customer Explorer
Order Mgmt Permission Set for Customer Exp ONT_CUST_EXP_PS Order Management Customer Explorer

Running the Full Load Graph

Once you have run the full load graph in accordance with the Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 document (Doc ID: 2214431.1), attribute configuration is loaded for all seeded attributes. Additionally, you need to run the following full data loads as follows:

To run a full Endeca Refresh on the Integrator Server

  1. Login to Integrator server using your Clover login.

  2. Click the Scheduling tab.

  3. Select the New Schedule link.

  4. Enter a Description for the scheduler, for example, Customer Explorer Full Load Scheduler.

  5. Select Periodic as the Type.

  6. Select by interval as the Periodicity.

  7. Enter a start date and time in the Not active before date/time field.

  8. Enter an end date and time in the Not active after date/time field.

  9. Enter a value in the Interval (minutes) field.

  10. Ensure you select the Fire misfired event as soon as possible check box.

  11. Select Execute graph from the Task Type list.

  12. Select imc from the Sandbox list, based on the module for which you are running the full load.

  13. Select graph/FullLoadConfig.grf from the Graph list.

  14. Click Create to set the scheduler.

Setting Up the Scheduler for Incremental Refresh

Once the Full graph is run in accordance with the Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 document (Doc ID: 2214431.1), initial data load for Oracle Customer Explorer is complete. For incremental refresh, you must determine how often the Endeca data should be refreshed from EBS depending upon your organizational requirements. Oracle recommends that you keep this near real time. As the data is updated in the EBS, you need to ensure it is updated in the endeca MDEX server.

To run a full Endeca Refresh on the Integrator Server

  1. Login to Integrator server using your Clover login.

  2. Click the Scheduling tab.

  3. Select the New Schedule link.

  4. Enter a Description for the scheduler, for example, Customer Explorer Incremental Load Scheduler.

  5. Select Periodic as the Type.

  6. Select by interval as the Periodicity.

  7. Enter a start date and time in the Not active before date/time field.

  8. Enter an end date and time in the Not active after date/time field.

  9. Enter a value in the Interval (minutes) field.

  10. Ensure you select the Fire misfired event as soon as possible check box.

  11. Select Execute graph from the Task Type list.

  12. Select imc from the Sandbox list, based on the module for which you are running the full load.

  13. Select graph/IncrementalLoadConfig.grf from the Graph list.

  14. Click Create to set the scheduler.

Customizing Data Loads

As an option, only a subset of the orders and lines created in the EBS environment can be loaded into the Endeca data domain by customizing the hook package 'oe_endeca_hook'.The package 'oe_endeca_hook' contains the following procedures:

The procedure APPEND_WHERE_CLAUSE must be modified to restrict the data set loaded using the Full Load graph for the Open and Closed orders pages. The procedure APPEND_WHERE_CLAUSE_RETURNS must be modified to restrict the data set loaded using the Full Load graph for the Returns page.

Similarly, the procedure APPEND_WHERE_CLAUSE_INCR must be modified to restrict the data set loaded using the Incremental Load graph for the Open and Closed orders pages. The procedure APPEND_WHERE_CLAUSE_INCR_RET must be modified to restrict the data set loaded using the Incremental Load graph for the Returns page.

Additional Information: For examples and detailed instructions on the syntax to be followed while building the custom logic, refer to the package 'OE_ENDECA_HOOK' that is included in the file OEXHENDB.pls