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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
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