1 Oracle Order Management Integration Pack for OTM, Oracle EBS, and Siebel CRM

This chapter provides an overview of the Oracle Order Management Integration Pack for Oracle Transportation Management, Oracle E-Business Suite, and Siebel CRM, and discusses participating applications, business process flows as well as assumptions and constraints.

This chapter includes the following sections:

• Section 1.1, "Overview"

• Section 1.2, "Participating Applications"

• Section 1.3, "Business Process Flows"

• Section 1.4, "Assumptions and Constraints"

1.1 Overview

The Oracle Order Management for Oracle Transportation Management, Oracle E-Business Suite, and Siebel CRM pre-built integration provides streamlined and end-to-end order management business process flows that enable faster time to process the transportation orders and market new products and services.

This pre-built integration interacts with the applications, such as Siebel CRM, Oracle Transportation Management (OTM), and Oracle E-Business Suite (Oracle EBS) to enable the integration process.

This pre-built integration allows you to synchronize Siebel customer information to Oracle EBS and OTM. It also allows you to synchronize location and product information from Siebel CRM to OTM. An order is rated in Siebel CRM from OTM and subsequently synchronized in OTM upon submission, and any change in order status in OTM is synchronized back to Siebel CRM.

1.1.1 Key Benefits

The Oracle Order Management for Oracle Transportation Management, Oracle E-Business Suite, and Siebel CRM pre-built integration provides these key benefits:

• Customer is kept up to date in Siebel CRM, OTM, and Oracle EBS. By having a single view of the customer, they can be served better by providing the correct products and services, up-sell and cross-sell, and so on.

• Order capturing (Siebel CRM) and order fulfillment system (OTM) must have up-to-date, correct information about customers, locations, and products for order rating, capture, and execution.

• No manual revision of order release or sell shipment is necessary in the fulfillment (OTM) system.

• Improved customer service representative (CSR) productivity because CSR and sales representatives can execute a rating query from the order capture system (Siebel CRM) into the rating engine to provide the customer with various options about itineraries (rates and routing).

• Increased operational efficiencies because data is not manually replicated.

• Pre-integrated solution leads to lower cost and lower risk for implementation.

• Faster time from order capture to shipment delivery and then to invoicing.

• Improved customer service because real-time synchronization leads to better service to customers.

• Enhanced customer visibility and accuracy.

• Faster time-to-market with new products and services.

1.1.2 Security

The Oracle Order Management for Oracle Transportation Management, Oracle E-Business Suite, and Siebel CRM pre-built integration has been enhanced with Oracle Web Services Manager (OWSM), which enables attaching OWSM policies to services and passing the OTM password information through csf-keys.

For more information about security validation and csf-key, see Oracle Fusion Middleware Developer's Guide for Oracle Application Integration Architecture Foundation Pack, "Working with Security" and Oracle Fusion Middleware Installation Guide for Oracle Application Integration Architecture Foundation Pack.

1.2 Participating Applications

This section provides an overview of the participating applications in this pre-built integration.

1.2.1 Siebel CRM and Order Management

• Siebel applications maximize sales effectiveness in real time by accelerating the quote-to-cash process, aligning sales channels, increasing pipeline and win rates, and raising average transaction values.

• Siebel Order Management enables employees such as salespeople and call center agents to create and manage orders through their entire life cycle.

  You can closely integrate Siebel Order Management with back-office systems, which enables users to perform tasks such as confirming availability and monitoring the fulfillment process.

• Create orders for new products and services.

• Modify in-process orders that have been submitted for fulfillment.

For more information about Siebel CRM, see Siebel CRM product documentation.

1.2.2 Oracle Transportation Management

OTM allows organizations to gain control of transportation and logistics operations while minimizing costs and eliminating inefficient and redundant procedures. It is a single, web-architected application for all the transportation needs that combines broad logistics capabilities with deep transportation-management functionality.

For more information about OTM, see Oracle Transportation Management product documentation

1.2.3 Oracle E-Business Suite

Oracle trading community architecture (TCA) enables you to manage complex information about the parties or customers who belong to your commercial community, including organizations and locations. The information is maintained in TCA is the single source of trading community information for Oracle E-Business Suite applications. These applications, and TCA itself, provide user interfaces and other features for you to view, create, and update customer information.

For more information about TCA, see Oracle E-Business Suite TCA documentation.

1.3 Business Process Flows

The Oracle Order Management for Oracle Transportation Management, Oracle E-Business Suite, and Siebel CRM pre-built integration consists of these integration flows:

• Synchronizing Customer

• Synchronizing Location

• Synchronizing Product

• Querying Order Itinerary (Rates and Routes)

• Synchronizing Order and Order Status

The main focus of this integration is to support the Transportation Order Management business flow that spans the three participating applications.

1.3.1 Synchronizing Customer Integration

Figure 1-1 shows the customer process integration:

Figure 1-1 Transportation Customer Process Integration Flow

Description of "Figure 1-1 Transportation Customer Process Integration Flow"

1.3.2 Synchronizing Location Integration

Figure 1-2 shows the location process integration:

Figure 1-2 Transportation Location Process Integration Flow

Description of "Figure 1-2 Transportation Location Process Integration Flow"

1.3.3 Synchronizing Product Integration

Figure 1-3 shows the product process integration:

Figure 1-3 Transportation Product Process Integration Flow

Description of "Figure 1-3 Transportation Product Process Integration Flow"

1.3.4 Querying Order Itinerary and Rate Integration

Figure 1-4 shows the query order itinerary process integration:

Figure 1-4 Transportation Order Itinerary Process Integration Flow

Description of "Figure 1-4 Transportation Order Itinerary Process Integration Flow"

1.3.5 Synchronizing Order and Order Status Integration

Figure 1-5 shows the order process integration:

Figure 1-5 Transportation Order Process Integration Flow

Description of "Figure 1-5 Transportation Order Process Integration Flow"

1.4 Assumptions and Constraints

These are the assumptions and constraints for the Oracle Order Management for Oracle Transportation Management, Oracle E-Business Suite, and Siebel CRM pre-built integration:

• This integration supports the business-to-business Transportation Order Management flows, but not the business-to-customer scenarios.

• The customer accounts in Siebel (tendering party, liable party, invoice to party) should be synchronized as part of customer synchronization. Customers must be synchronized before they can be used in order flow.

• Siebel commodity products should be synchronized to commodity and packaged items of OTM before the order flow.

• The locations in the source, destination, or any other stop should also be synchronized as part of the location flow. Locations must be set up and synchronized to OTM before they are used in order flow.

• The accessorial and the special services (actions) setup are done manually.

• No initial bulk load of any data exists between any applications.

• Deleting an order in Siebel is not supported.

• Delivered support is for Siebel SIA version only.