Contents

List of Examples

List of Figures

List of Tables

Title and Copyright Information

Preface

• Common Oracle AIA Pre-Built Integration Guides
• Documentation Accessibility
• Master Notes
• Additional Resources

Part I Understanding the Delivered Integrations

1 Oracle Lead to Order Integration Pack for Oracle CRM On Demand and Oracle E-Business Suite

• 1.1 Overview
• 1.2 Business Process Flows
• 1.3 Solution Assumptions and Constraints

2 Initial Loading and Synchronization of Data

• 2.1 Overview
• 2.2 Batch Loading of Data PL/SQL Script
  • 2.2.1 GENERATE_EVENTS Procedure
  • 2.2.2 PURGE_EVENTLOG Procedure
  • 2.2.3 REGENERATE_EVENT Procedure
• 2.3 Batch Loading Customer Data
  • 2.3.1 Understanding the Customer Account Batch Flow Process
  • 2.3.2 Solution Assumptions and Constraints
  • 2.3.3 Running the Account Batch Load Process
• 2.4 Batch Loading Product Data
  • 2.4.1 Understanding the Product Batch Flow Process
  • 2.4.2 Solution Assumptions and Constraints
  • 2.4.3 Running the Product Batch Load Process

3 Process Integration for Customer Management

• 3.1 Overview
  • 3.1.1 Solution Assumptions and Constraints
• 3.2 Customer Data Synchronization
  • 3.2.1 Enabling Account Synchronization in CRM On Demand
• 3.3 Synchronizing Accounts from CRM On Demand to Oracle EBS
  • 3.3.1 Synchronizing New Accounts from CRM On Demand to Oracle EBS
  • 3.3.2 Synchronizing New Account Integration Flow
  • 3.3.3 Updating and Synchronizing Accounts from CRM On Demand to Oracle EBS
  • 3.3.4 Updating and Synchronizing Account Integration Flow
  • 3.3.5 Deleting Accounts in CRM On Demand
  • 3.3.6 Synchronizing New Account-Contacts from CRM On Demand to Oracle EBS
  • 3.3.7 Synchronizing New Account-Contact Integration Flow
  • 3.3.8 Updating and Synchronizing Account-Contacts from CRM On Demand to Oracle EBS
  • 3.3.9 Update and Synchronize Account-Contact Integration Flow
  • 3.3.10 Deleting Account-Contacts in CRM On Demand
• 3.4 Synchronizing Accounts from Oracle EBS to CRM On Demand
  • 3.4.1 Batch Loading Accounts from Oracle EBS to CRM On Demand
  • 3.4.2 Synchronizing New Accounts from Oracle EBS to CRM On Demand
  • 3.4.3 Synchronize Customer Account Integration Flow
  • 3.4.4 Merging Accounts from Oracle EBS to CRM On Demand
  • 3.4.5 Merge Account Integration Flow
  • 3.4.6 Merging Parties from Oracle EBS to CRM On Demand
  • 3.4.7 Merge Party Integration Flow
• 3.5 Oracle CRM On Demand Interfaces
• 3.6 Oracle EBS Interfaces
• 3.7 Core Oracle AIA Components
• 3.8 Integration Services
  • 3.8.1 CustomerPartyEBSV2
  • 3.8.2 CustomerPartyResponseEBSV2
  • 3.8.3 InterfaceCustomerToFulfillmentEBF
  • 3.8.4 SyncCustomerCRMODProvABCSImpl
  • 3.8.5 SyncCustomerPartyListEbizReqABCSImpl
  • 3.8.6 SyncCustomerPartyListEbizProvABCSImpl
  • 3.8.7 MergeAccountEbizReqABCSImpl
  • 3.8.8 MergePartyEbizReqABCSImpl
  • 3.8.9 SyncCustomerPartyListEbizEventConsumer
  • 3.8.10 MergeAccountEbizEventConsumer
  • 3.8.11 MergePartyEbizEventConsumer
  • 3.8.12 SyncCustomerPartyListEbizAdapter
  • 3.8.13 CreateCustomerCRMODReqABCSImpl
  • 3.8.14 UpdateCustomerCRMODReqABCSImpl
  • 3.8.15 DeleteCustomerCRMODReqABCSImpl
  • 3.8.16 CreateCustomerAddressCRMODReqABCSImpl
  • 3.8.17 UpdateCustomerAddressCRMODReqABCSImpl
  • 3.8.18 DeleteCustomerAddressCRMODReqABCSImpl
  • 3.8.19 QueryCustomerPartyListCRMODProvABCSImpl
  • 3.8.20 ProcessContactCRMODReqABCSImpl
  • 3.8.21 CreateCustomerPartyEbizProvABCSImpl
  • 3.8.22 UpdateCustomerPartyEbizProvABCSImpl
  • 3.8.23 TransformAppContextEbizService
  • 3.8.24 QueryResponsibilityEbizAdapter
  • 3.8.25 AIACompositeScheduler
  • 3.8.26 CRMOnDemandIntegrationEventProcessor

4 Process Integration for Product Management

• 4.1 Overview
  • 4.1.1 Solution Assumptions and Constraints
• 4.2 Product Synchronization
  • 4.2.1 Create Items Flow
  • 4.2.2 Update Items Integration Flow
  • 4.2.3 Batchload Items Integration Flow
• 4.3 Oracle CRM On Demand Interfaces
• 4.4 Oracle EBS Interfaces
• 4.5 Core Oracle AIA Components
• 4.6 Integration Services
  • 4.6.1 ItemEBSV2
  • 4.6.2 CreateProductEbizReqABCSImpl
  • 4.6.3 UpdateProductEbizReqABCSImpl
  • 4.6.4 BatchLoadProductEbizReqABCSImpl
  • 4.6.5 CreateItemEbizEventConsumer
  • 4.6.6 UpdateItemEbizEventConsumer
  • 4.6.7 BatchloadItemEbizEventConsumer

5 Process Integration for Opportunity to Quote and Order Management

• 5.1 Overview
  • 5.1.1 Solution Assumptions and Constraints
• 5.2 Create Sales Quote Integration Flow
• 5.3 Create Sales Order Integration Flow
• 5.4 Oracle CRM On Demand Interfaces
• 5.5 Oracle EBS Interfaces
• 5.6 Core AIA Components
• 5.7 Integration Services
  • 5.7.1 SalesQuoteEBS
  • 5.7.2 SalesQuoteResponseEBS
  • 5.7.3 SalesQuoteOrchestrationEBS
  • 5.7.4 SalesQuoteOrchestrationResponseEBS
  • 5.7.5 InterfaceSalesQuoteToFulfillmentEBF
  • 5.7.6 InterfaceSalesQuoteToCustomerEBF
  • 5.7.7 CreateSalesQuoteEbizProvABCSImpl
  • 5.7.8 ProcessSalesQuoteCRMODReqABCSImpl
  • 5.7.9 CRMOnDemandPriorityIntegrationEventProcessor
  • 5.7.10 SalesOrderEBSV2
  • 5.7.11 SalesOrderResponseEBSV2
  • 5.7.12 SalesOrderOrchestrationEBSV2
  • 5.7.13 CustomerPartyOrchestrationEBSV2
  • 5.7.14 InterfaceSalesOrderToFulfillmentEBF
  • 5.7.15 InterfaceSalesOrderToCustomerEBF
  • 5.7.16 InterfaceCustomerToFulfillmentEBF
  • 5.7.17 SyncCustomerPartyListEbizProvABCSImpl
  • 5.7.18 QueryCustomerPartyListCRMODProvABCSImpl
  • 5.7.19 CreateSalesOrderEbizProvABCSImpl
  • 5.7.20 ProcessSalesOrderCRMODReqABCSImpl

Part II Implementing the Delivered Integrations

6 Configuring Oracle Lead to Order Integration Pack for Oracle CRM On Demand and Oracle E-Business Suite

• 6.1 Prerequisites
  • 6.1.1 Customer Management Prerequisites
  • 6.1.2 Product Management Prerequisites
  • 6.1.3 Opportunity to Quote and Order Prerequisites
• 6.2 Data Requirements
  • 6.2.1 Data Requirements for Customer Management
  • 6.2.2 Data Requirements for Product Management
  • 6.2.3 Data Requirements for Opportunity to Quote and Order
• 6.3 Setting Up Oracle EBS
  • 6.3.1 Changing the Email Address
  • 6.3.2 Granting Access to the 360 Degree View in Oracle EBS
  • 6.3.3 Changing the Default Status of New Orders in Oracle EBS
  • 6.3.4 Assigning Sales Rep
  • 6.3.5 Creating Oracle EBS System Profiles
• 6.4 Setting Up Oracle CRM On Demand
  • 6.4.1 Implementing the Opportunity to Quote or Order Business Process
    • 6.4.1.1 Enabling the Order Management Quoting Module
    • 6.4.1.2 Enabling the Order or Quote Object in CRM On Demand
    • 6.4.1.3 Create the Web Link to View Orders or Quotes in Oracle EBS
    • 6.4.1.4 Granting Access to the Quote or Order Applet to User Roles and Users
    • 6.4.1.5 Displaying Quote or Order Details on a Page
  • 6.4.2 Setting Up the CRM On Demand Integration User
    • 6.4.2.1 Defining an Integration User in CRM On Demand
    • 6.4.2.2 Updating Integration User Information in CRM On Demand
  • 6.4.3 Creating the Custom Fields Required to Support the Integration
    • 6.4.3.1 Creating the Integration Status Fields
    • 6.4.3.2 Adding Integration Fields to a Page Layout
    • 6.4.3.3 Configuring the Account-Contact Field
    • 6.4.3.4 Mapping Integration Fields for the Lead Conversion
  • 6.4.4 Creating the Web Link for the 360 Degree View
    • 6.4.4.1 About Using the Web Link for the 360 Degree View
    • 6.4.4.2 Configuring the Web Link for the 360 Degree View
  • 6.4.5 Configuring AIACompositeScheduler Service
  • 6.4.6 Configuring the Integration Event Queues
  • 6.4.7 Configuring Integration and Workflow Events in CRM On Demand
    • 6.4.7.1 Understanding Integration and Workflow Event Configuration
    • 6.4.7.2 Defining Workflow Rule Conditions
    • 6.4.7.3 Creating and Configuring Integration Events
  • 6.4.8 Setting Up Synchronization Failure Lists
  • 6.4.9 Setting Up Synchronization Failure Alerts
  • 6.4.10 Session Management
• 6.5 Working with Domain Value Maps
• 6.6 Working with Cross-References
• 6.7 Handling Errors
  • 6.7.1 About the Error Handler Service
    • 6.7.1.1 CRM On Demand to Oracle EBS Error Processing Flow
    • 6.7.1.2 Setting Up CRM On Demand Error Handler
    • 6.7.1.3 About Retryable and Non-Retryable Errors
  • 6.7.2 Setup Error Notification Roles and Users
  • 6.7.3 Resubmitting Failed Messages in Oracle EBS
  • 6.7.4 Throttling Oracle EBS Messages in the 11G Fusion Middleware
• 6.8 Viewing EIMs
• 6.9 Configuring the Oracle Lead to Order Integration Pack for Oracle CRM On Demand and Oracle EBS Pre-Built Integration

7 Configuring and Mapping Custom Fields in Oracle CRM On Demand

• 7.1 Overview
• 7.2 Creating a Custom Field in CRM On Demand
• 7.3 Adding Custom Fields in CRM On Demand
• 7.4 Updating the CRM On Demand Schema and WSDL
• 7.5 Adding the Custom Fields to the Common Utility Query XSL Files
• 7.6 Mapping Custom Fields in the BPEL Process Custom XSL Files
  • 7.6.1 Mapping the Custom Field in a Provider BPEL Process
  • 7.6.2 Mapping the Custom Field in a Requester BPEL Process
• 7.7 Deploying the BPEL Process After Amending the Custom XSL File

A Order and Quote Object Definitions

• A.1 Quote Object
  • A.1.1 Methods Called
  • A.1.2 Fields
• A.2 Order Object
  • A.2.1 Methods Called
  • A.2.2 Fields

B Attribute Mapping Information

• B.1 Customer Data Mappings
• B.2 Product Data Mappings
• B.3 Quote Data Mappings
• B.4 Order Data Mappings

C Settings for Multi-Org Implementation

• C.1 Multi-Org Usage at Account Level in CRM On Demand
  • C.1.1 When Multi-Org is not Implemented in CRM On Demand at Account Level
  • C.1.2 Use Cases for Multi-Org not Implemented in CRM On Demand at Account Level
  • C.1.3 When Multi-Org is Implemented in CRM On Demand at Account Level
  • C.1.4 Use Cases for Multi-Org Implemented in CRM On Demand at Account level
  • C.1.5 Customization for Multi-Org Implementation in CRM On Demand at Account Level
• C.2 Populating Initial Data for Cross-References
• C.3 Setting Up Domain Value Maps
• C.4 Adding Custom Fields in CRM On Demand
• C.5 Assigning Sales Rep

D Additional Business Event Subscription Setup for Product Sync Events

• D.1 Setting Up Subscription