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Oracle® Application Integration Architecture Siebel CRM Integration Pack for Oracle Order Management: Order to Cash Implementation Guide
Release 3.1.1
Part Number E39434-01
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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
Master Notes
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
3.3
Updating and Synchronizing Customer Accounts from Siebel CRM to Oracle EBS
3.3.1
Update and Synchronize Customer Account Integration Flow
3.3.1.1
Event Aggregation
3.3.1.2
Updating Polling Interval on FMW for the Aggregator Consumer Services
3.4
Synchronizing Customer Accounts from Oracle EBS to Siebel CRM
3.4.1
Synchronize Customer Account Integration Flow
3.5
Merging Accounts from Oracle EBS to Siebel CRM
3.5.1
Merge Account Integration Flow
3.6
Merging Parties from Oracle EBS to Siebel CRM
3.6.1
Merge Party Integration Flow
3.7
Siebel CRM Interfaces
3.8
Oracle EBS Interfaces
3.9
Core Oracle AIA Components
3.10
Integration Services
3.10.1
CustomerPartyEBSV2
3.10.2
CustomerPartyResponseEBSV2
3.10.3
InterfaceCustomerToFulfillmentEBF
3.10.4
SyncAccountSiebelReqABCSImpl
3.10.5
QueryCustomerPartyListSiebelProvABCSImplV2
3.10.6
SyncCustomerPartyListSiebelProvABCSImpl
3.10.7
SyncCustomerPartyListEbizReqABCSImpl
3.10.8
SyncCustomerPartyListEbizProvABCSImpl
3.10.9
MergeAccountEbizReqABCSImpl
3.10.10
MergePartyEbizReqABCSImpl
3.10.11
SyncCustomerSiebelEventAggregator
3.10.12
SyncAccountSiebelAggregatorAdapter
3.10.13
SyncContactSiebelAggregatorAdapter
3.10.14
SyncAddressSiebelAggregatorAdapter
3.10.15
SyncAcctSiebelAggrEventConsumer
3.10.16
SyncContSiebelAggrEventConsumer
3.10.17
SyncCustomerPartyListEbizEventCreateConsumer
3.10.18
SyncCustomerPartyListEbizEventUpdateConsumer
3.10.19
MergeAccountEbizEventConsumer
3.10.20
MergePartyEbizEventConsumer
3.10.21
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 Check: 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 Oracle 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 Oracle 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
Populating Initial Data for Cross-Reference
14.6.2
Loading Asset Bulk Data
14.6.2.1
Moving Data from Oracle EBS to Siebel EIM Tables
14.6.2.2
Moving Data from EIM to Siebel Base Tables
14.6.2.3
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 CRM
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 EBS
B.1.2
Siebel CRM
B.2
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
D
Composite Application Validation System Changes
D.1
Configuration Properties for CAVS Enablement in 11.1
D.2
Configuration Properties for CAVS Enablement in 11.2
D.2.1
Requestor ABCS
D.2.2
Provider ABCS
E
Reintroducing Enterprise Business Services