Contents

List of Examples

List of Figures

List of Tables

Title and Copyright Information

Preface

• What's New in this Guide
• Common Oracle AIA Pre-Built Integration Guides
• Documentation Accessibility
• Additional Resources

1 Siebel CRM Integration Pack for Oracle Order Management: Order to Cash

• 1.1 Siebel CRM Integration Pack for Oracle Order Management
• 1.2 Order to Cash Business Process Flows
• 1.3 Order to Cash Solution Assumptions and Constraints

2 Loading Initial Data

• 2.1 Understanding Initial Bulk Data Loads
• 2.2 Prerequisites
• 2.3 Solution Assumptions and Constraints

3 Process Integration for Customer Management

• 3.1 Process Integration for Customer Management
  • 3.1.1 Prerequisites
  • 3.1.2 Solution Assumptions and Constraints
• 3.2 Synchronizing New Customer Accounts from Siebel CRM to Oracle EBS
  • 3.2.1 Synchronize New Customer Account Integration Flow
  • 3.2.2 Updating and Synchronizing Customer Accounts from Siebel CRM to Oracle EBS
  • 3.2.3 Update and Synchronize Customer Account Integration Flow
    • 3.2.3.1 Event Aggregation
    • 3.2.3.2 Updating Polling Interval on FMW for the Aggregator Consumer Services
  • 3.2.4 Synchronizing Customer Accounts from Oracle EBS to Siebel CRM
  • 3.2.5 Synchronize Customer Account Integration Flow
  • 3.2.6 Merging Accounts from Oracle EBS to Siebel CRM
  • 3.2.7 Merge Account Integration Flow
  • 3.2.8 Merging Parties from Oracle EBS to Siebel CRM
  • 3.2.9 Merge Party Integration Flow
• 3.3 Siebel CRM Interfaces
• 3.4 Oracle EBS Interfaces
• 3.5 Core Oracle AIA Components
• 3.6 Integration Services
  • 3.6.1 CustomerPartyEBSV2
  • 3.6.2 CustomerPartyResponseEBSV2
  • 3.6.3 InterfaceCustomerToFulfillmentEBF
  • 3.6.4 SyncAccountSiebelReqABCSImpl
  • 3.6.5 QueryCustomerPartyListSiebelProvABCSImplV2
  • 3.6.6 SyncCustomerPartyListSiebelProvABCSImpl
  • 3.6.7 SyncCustomerPartyListEbizReqABCSImpl
  • 3.6.8 SyncCustomerPartyListEbizProvABCSImpl
  • 3.6.9 MergeAccountEbizReqABCSImpl
  • 3.6.10 MergePartyEbizReqABCSImpl
  • 3.6.11 SyncCustomerSiebelEventAggregator
  • 3.6.12 SyncAccountSiebelAggregatorAdapter
  • 3.6.13 SyncContactSiebelAggregatorAdapter
  • 3.6.14 SyncAddressSiebelAggregatorAdapter
  • 3.6.15 SyncAcctSiebelAggrEventConsumer
  • 3.6.16 SyncContSiebelAggrEventConsumer
  • 3.6.17 SyncCustomerPartyListEbizEventCreateConsumer
  • 3.6.18 SyncCustomerPartyListEbizEventUpdateConsumer
  • 3.6.19 MergeAccountEbizEventConsumer
  • 3.6.20 MergePartyEbizEventConsumer
  • 3.6.21 SyncCustomerPartyListEbizAdapter

4 Process Integration for Product Management

• 4.1 Process Integration for Product Management
  • 4.1.1 Prerequisites
  • 4.1.2 Solution Assumptions and Constraints
• 4.2 Item Synchronization
  • 4.2.1 Create Items Flow
  • 4.2.2 Update Items Integration Flow
• 4.3 Bill of Material Synchronization
• 4.4 Siebel CRM Interfaces
• 4.5 Oracle EBS Interfaces
• 4.6 Core Oracle AIA Components
• 4.7 Integration Services
  • 4.7.1 ItemEBSV2
  • 4.7.2 ItemCompositionResponseEBSV2
  • 4.7.3 ItemResponseEBSV2
  • 4.7.4 CreateProductEbizReqABCSImpl
  • 4.7.5 UpdateProductEbizReqABCSImpl
  • 4.7.6 BulkLoadProductEbizReqABCSImpl
  • 4.7.7 SyncProductSiebelProvABCSImpl
  • 4.7.8 RequestProductStructureSiebelReqABCSImpl
  • 4.7.9 ItemCompositionOrchestrationEBS
  • 4.7.10 InterfaceSyncProductStructureEBF
  • 4.7.11 QueryItemCompositionListEbizProvABCSImpl
  • 4.7.12 ItemCompositionEBS
    • 4.7.12.1 QueryItemCompositionList
    • 4.7.12.2 SyncItemCompositionList
  • 4.7.13 SyncItemCompositionListSiebelProvABCSImpl
  • 4.7.14 RequestProductStructureSiebelJMSProducer
  • 4.7.15 RequestProductStructureSiebelJMSConsumer
  • 4.7.16 CreateItemEbizEventConsumer
  • 4.7.17 UpdateItemEbizEventConsumer
  • 4.7.18 BulkloadItemEbizEventConsumer

5 Process Integration for Price Lists

• 5.1 Process Integration for Price Lists
  • 5.1.1 Prerequisites
  • 5.1.2 Solution Assumptions and Constraints

6 Process Integration for Quotes

• 6.1 Process Integration for Quotes
  • 6.1.1 Prerequisites
  • 6.1.2 Solution Assumptions and Constraints
• 6.2 Quotes Integration Flow
• 6.3 Siebel CRM Interfaces
• 6.4 Oracle EBS Interfaces
• 6.5 Core Oracle AIA Components
• 6.6 Integration Services
  • 6.6.1 ProcessQuoteSiebelJMSProducer
  • 6.6.2 ProcessQuoteSiebelJMSConsumer
  • 6.6.3 ProcessQuoteSoapMsgSiebelJMSConsumer
  • 6.6.4 ProcessQuoteSiebelReqABCSImpl

7 Available to Promise Check Integration Flow

• 7.1 ATP Check Requests
  • 7.1.1 Prerequisites
  • 7.1.2 Solution Assumptions and Constraints
  • 7.1.3 ATP Check Integration Flow
• 7.2 Siebel CRM Interfaces
• 7.3 Oracle EBS Interfaces
• 7.4 Core Oracle AIA Components
• 7.5 Integration Services
  • 7.5.1 SalesOrderEBS
  • 7.5.2 CheckATPSalesOrderSiebelReqABCSImpl
  • 7.5.3 ProcessSalesOrderATPCheckEbizProvABCSImpl

8 Shipping Charges Integration Flow

• 8.1 Process Integration for Shipping Charges
  • 8.1.1 Prerequisites
  • 8.1.2 Solution Assumptions and Constraints
• 8.2 Shipping Charges Integration Flow
• 8.3 Siebel CRM Interfaces
• 8.4 OTM Interfaces
• 8.5 Core Oracle AIA Components
• 8.6 Integration Services
  • 8.6.1 SalesOrderEBS
  • 8.6.2 CalculateShippingChargeSalesOrderSiebelReqABCSImpl
  • 8.6.3 ProcessSalesOrderShippingChargeLogisticsProvABCSImpl

9 Credit Check Integration Flow

• 9.1 Credit Check Requests
  • 9.1.1 Prerequisites
  • 9.1.2 Solution Assumptions and Constraints
  • 9.1.3 Credit Check Integration Flow
• 9.2 Siebel CRM Interfaces
• 9.3 Oracle EBS Interfaces
• 9.4 Core Oracle AIA Components
• 9.5 Integration Services
  • 9.5.1 CustomerPartyEBS
  • 9.5.2 CreditCheckSalesOrderSiebelReqABCSImpl
  • 9.5.3 ProcessCreditEligibilityEbizProvABCSImpl

10 Payment Authorization Integration Flow

• 10.1 Payment Authorization Requests
  • 10.1.1 Prerequisites
  • 10.1.2 Solution Assumptions and Constraints
  • 10.1.3 Payment Authorization Integration Flow
• 10.2 Siebel Customer Relationship Management (Siebel CRM) Interfaces
• 10.3 Oracle E-Business Suite (Oracle EBS) Interfaces
• 10.4 Core Oracle Application Integration Architecture (Oracle AIA) Components
• 10.5 Integration Services
  • 10.5.1 ReceivedPaymentEBS
  • 10.5.2 PaymentAuthorizationSalesOrderSiebelReqABCSImpl
  • 10.5.3 ProcessCreditChargeAuthorizationEbizProvABCSImpl

11 Process Integration for Order Management

• 11.1 Process Integration for Order Management
  • 11.1.1 Prerequisites
  • 11.1.2 Solution Assumptions and Constraints
  • 11.1.3 Order Management Integration Flow
• 11.2 Sales Order Creation
  • 11.2.1 Create Sales Order Integration Flow
    • 11.2.1.1 Target System Identification and Routing
• 11.3 Sales Order Updates (Oracle EBS Initiated)
  • 11.3.1 Target System Determination and Routing
  • 11.3.2 Updating Order Events Sequencing on Fusion Middleware
• 11.4 Sales Order Revision (Siebel CRM Initiated)
  • 11.4.1 Solution Assumptions and Constraints
  • 11.4.2 Revise Sales Order (Siebel CRM Initiated) Integration Flow
• 11.5 Sales Order Cancellation
  • 11.5.1 Solution Assumptions and Constraints
  • 11.5.2 Cancel Sales Orders Integration Flow
• 11.6 Siebel CRM Interfaces
• 11.7 Oracle EBS Interfaces
• 11.8 Core Oracle AIA Components
• 11.9 Integration Services
  • 11.9.1 SalesOrderEBSV2
  • 11.9.2 SalesOrderResponseEBSV2
  • 11.9.3 SalesOrderOrchestrationEBSV2
  • 11.9.4 CustomerPartyOrchestrationEBSV2
  • 11.9.5 CustomerPartyOrchestrationResponseEBSV2
  • 11.9.6 InterfaceSalesOrderToFulfillmentEBF
  • 11.9.7 InterfaceSalesOrderToCustomerEBFV2
  • 11.9.8 ProcessSalesOrderSiebelJMSProducerV2
  • 11.9.9 ProcessSalesOrderSiebelJMSConsumerV2
  • 11.9.10 ProcessSalesOrderSoapMsgSiebelJMSConsumer
  • 11.9.11 ProcessSalesOrderSiebelReqABCSImplV2
  • 11.9.12 CreateSalesOrderEbizProvABCSImpl
  • 11.9.13 SyncSalesOrderEbizProvABCSImpl
  • 11.9.14 UpdateSalesOrderEbizEventConsumer
  • 11.9.15 UpdateSalesOrderEbizReqABCSImpl
  • 11.9.16 UpdateSalesOrderSiebelProvABCSImpl
  • 11.9.17 ProcessSalesOrderEbizAdapter
  • 11.9.18 GetSalesOrderEbizAdpater
  • 11.9.19 GetSalesOrderLineShippingDetailsEbizAdapter

12 Process Integration for Asset Management

• 12.1 Process Integration for Asset Management
  • 12.1.1 Prerequisites
  • 12.1.2 Solution Assumptions and Constraints
• 12.2 Creating Assets
  • 12.2.1 Create Assets Flow
• 12.3 Updating Assets
  • 12.3.1 Update Assets Integration Flow
• 12.4 Siebel CRM Interfaces
• 12.5 Oracle EBS Interfaces
• 12.6 Core Oracle AIA Components
• 12.7 Integration Services
  • 12.7.1 InstalledProductEBSV2
  • 12.7.2 QueryItemInstanceEbizAdapter
  • 12.7.3 QueryItemInstanceEbizR12VersionAdapter
  • 12.7.4 CreateItemInstanceEbizEventConsumer
  • 12.7.5 CreateItemInstanceEbizReqABCSImpl
  • 12.7.6 CreateAssetSiebelProvABCSImpl
  • 12.7.7 UpdateItemInstanceEbizEventConsumer
  • 12.7.8 UpdateItemInstanceEbizReqABCSImpl
  • 12.7.9 UpdateAssetSiebelProvABCSImpl

Part I Implementing the Delivered Integrations

13 Reviewing Prerequisites and Data Requirements

• 13.1 Initial Data Loads: Prerequisites
• 13.2 Customer Management: Prerequisites and Data Requirements
  • 13.2.1 Prerequisites
  • 13.2.2 Data Requirements
• 13.3 Product Management: Prerequisites and Data Requirements
  • 13.3.1 Prerequisites
  • 13.3.2 Data Requirements
• 13.4 Price Lists: Prerequisites
  • 13.4.1 Prerequisites
• 13.5 Quotes: Prerequisites and Data Requirements
  • 13.5.1 Prerequisites
  • 13.5.2 Data Requirements
• 13.6 Available to Promise: Prerequisites and Data Requirements
  • 13.6.1 Prerequisites
  • 13.6.2 Data Requirements
• 13.7 Shipping Charges: Prerequisites and Data Requirements
  • 13.7.1 Prerequisites
  • 13.7.2 Data Requirements
• 13.8 Credit Check: Prerequisites and Data Requirements
  • 13.8.1 Prerequisites
  • 13.8.2 Data Requirements
• 13.9 Payment Authorization: Prerequisites and Data Requirements
  • 13.9.1 Prerequisites
  • 13.9.2 Data Requirements
• 13.10 Order Management: Prerequisites and Data Requirements
  • 13.10.1 Prerequisites
  • 13.10.2 Data Requirements
• 13.11 Asset Management: Prerequisites and Data Requirements
  • 13.11.1 Prerequisites
  • 13.11.2 Data Requirements

14 Running Initial Data Loads

• 14.1 Deploying ODI Repository Components
  • 14.1.1 Configuring ODI Details
  • 14.1.2 In UNIX
  • 14.1.3 In Windows
  • 14.1.4 Setting Up a Data Server for a Non-Oracle Database
• 14.2 Manual Changes for Oracle Data Integrator
  • 14.2.1 Changing the ODI Models
  • 14.2.2 Changing the ODI Interfaces
  • 14.2.3 Changing the XML DataSource
• 14.3 Loading Initial Customer Data
  • 14.3.1 Loading Customer and Contact Bulk Data
    • 14.3.1.1 Moving Data from Oracle EBS to Siebel EIM Tables
    • 14.3.1.2 Moving Data from EIM to Siebel Base Tables
    • 14.3.1.3 Moving Data from Siebel Base Tables to AIA Cross-Reference Tables
    • 14.3.1.4 Verifying Data After the Load
• 14.4 Loading Initial Product Data
  • 14.4.1 Loading Product Bulk Data
    • 14.4.1.1 Moving Data from Oracle EBS to Siebel EIM Tables
    • 14.4.1.2 Moving Data from EIM to Siebel Base Tables
    • 14.4.1.3 Moving Data from Siebel Base Tables to AIA Cross-Reference Tables
• 14.5 Loading Initial Price List Data
  • 14.5.1 Loading Price List Bulk Data
    • 14.5.1.1 Moving Data from Oracle EBS to Siebel EIM Tables
    • 14.5.1.2 Moving Data from EIM to Siebel Base Tables
    • 14.5.1.3 Moving Data from Siebel Base Tables to AIA Cross-Reference Tables
  • 14.5.2 Loading Incremental Price Lists
    • 14.5.2.1 Populating the Siebel EIM Table
    • 14.5.2.2 Running the Siebel EIM Load
    • 14.5.2.3 Creating Siebel Cross-References
  • 14.5.3 Loading Price List Data from Oracle EBS to Siebel EIM Overview
    • 14.5.3.1 Loading Price List Data from Oracle EBS to Siebel EIM
    • 14.5.3.2 Loading the Cross-Reference Table
• 14.6 Loading Initial Assets Data
  • 14.6.1 Loading Asset Bulk Data
    • 14.6.1.1 Moving Data from Oracle EBS to Siebel EIM Tables
    • 14.6.1.2 Moving Data from EIM to Siebel Base Tables
    • 14.6.1.3 Moving Data from Siebel Base Tables to AIA Cross-Reference Tables

15 Configuring the Order to Cash Pre-Built Integration

• 15.1 Configuring Siebel CRM
• 15.2 Setting Up Organizations and Inventory Locations
  • 15.2.1 Getting Inventory Location Details in Oracle EBS
  • 15.2.2 Setting Up Organizations in Siebel CRM
  • 15.2.3 Setting Up Inventory Locations in Siebel CRM
• 15.3 Setting Up Cross-References for Siebel IDs and Oracle EBS Entities
  • 15.3.1 Identifying Siebel Row IDs
  • 15.3.2 Identifying EBS Entities
  • 15.3.3 Populating Initial Data for Cross-References
  • 15.3.4 Validating Cross-References
• 15.4 Setting Up Additional Business Event Subscriptions
• 15.5 Setting Up Application Context Definitions for Oracle EBS
• 15.6 Setting Up Oracle Configurator
  • 15.6.1 Changing the Run-Time Configuration to Invoke Oracle Configurator from Siebel CRM
  • 15.6.2 Copying Oracle Configurator Web Service Setup
    • 15.6.2.1 Setting Up the DoCompression Parameter
    • 15.6.2.2 Adding Siebel Custom Applications to Oracle Applications
    • 15.6.2.3 Enabling Siebel Eligibility and Compatibility in Oracle Configurator
    • 15.6.2.4 Setting Up Custom Look and Feel
    • 15.6.2.5 Displaying Images and Icons from Oracle Configurator in Siebel
• 15.7 Working with Cross-References
• 15.8 Working with DVMs
• 15.9 Enabling Oracle EBS Events
• 15.10 Creating Oracle EBS System Profiles
  • 15.10.1 Creating System Profile Values for the Customer Management Integration
  • 15.10.2 Configuring Receivables System Options for the Customer Management Integration
  • 15.10.3 Creating System Profile Values for the Asset Management Integration
  • 15.10.4 Configuring Oracle EBS for Constraints
  • 15.10.5 Creating Profile Values for the Order Management Integration
• 15.11 Scheduling Concurrent Processes
• 15.12 Setting a Property in OTM
• 15.13 Configuring the Payment Authorization Integration
• 15.14 Handling Errors
  • 15.14.1 Describing Delivered Error Notification Roles and Users
• 15.15 Viewing EBO Implementation Maps (EIMs)
• 15.16 Setting Configuration Properties
• 15.17 Performing Post Installation Configurations
  • 15.17.1 Configuring the Oracle Product MDM Integration with the Order to Cash: Siebel CRM - EBS Integration
  • 15.17.2 Deploying Services and Creating Grants to Methods
  • 15.17.3 Subscribing to the Business Events

A Configuring ODI-Based Initial Loads against a Non-Oracle Target Database

• A.1 Configuring ODI-Based Initial Loads Against a Non-Oracle Target Database
  • A.1.1 Overview of Steps
  • A.1.2 Using the Topology Manager
  • A.1.3 Using the Designer
  • A.1.4 Running the Customer Load: Example

B Organization Data Setup for Product Synchronization

• B.1 Organization Definitions and Relationships in the Participating Applications
  • B.1.1 Oracle E-Business Suite
  • B.1.2 Siebel CRM
• B.2 Oracle Application Integration Architecture (Oracle AIA) Mapping
  • B.2.1 Organization Mapping
  • B.2.2 Inventory Mapping
• B.3 Order to Cash Product Synchronization Behavior
  • B.3.1 Scenario #1: Each Operating Unit has a Distinct (Non-Shared) Item Validation Org.
  • B.3.2 Scenario #2: The Item Validation Org. is Shared Across Multiple Operating Units
  • B.3.3 Scenario #3: The Item Master Organization is the Item Validation Org. and Shared Across Multiple Operating Units

C Maintaining the Same Order Number Across Siebel and Oracle E-Business Suite

• C.1 Setting Up Oracle EBS
• C.2 Setting Up Oracle AIA DVMs
• C.3 Configuring AIAConfigurationsProperties.xml
• C.4 Solution Assumptions and Constraints