Streamline Your B2B Setup for the Avalara and TIE Kinetix Service Providers

The process for B2B setup has been streamlined for the Avalara and TIE Kinetix predefined service providers. If you are subscribed to their services, you can connect with your trading partners and exchange messages with greater ease.

The endpoints for these service providers are predefined, and a new simplified process is provided to streamline the B2B setup in the Collaboration Messaging work area.

Steps to Enable

At a high level, to set up these service providers:

  1. Configure the service providers to exchange messages with your trading partners.
  2. Create trading partners.
  3. Associate the trading partners with your customers or suppliers and select the documents you want to exchange.

These steps are detailed in the Configuring and Managing B2B Messaging for Oracle Fusion Cloud SCM guide.

Configure the Predefined Service Providers Avalara or TIE Kinetix to Exchange Messages with Your Trading Partners.

  1. Select Manage Collaboration Messaging Service Providers from the Tasks panel tab, search for either Avalara or TIE Kinetix and select Actions > Edit.

The overview tab displays the following details about the service provider:

  • Connection type that is configured, Test or Production.
  • A check box to indicate whether credentials are configured or not.
  • The number of trading partners configured for the service provider.
  • The number of trading partners with override message definitions.
  • The number of customers that are setup with the service provider.

Service Provider Overview for TIE Kinetix

Service Provider Overview for TIE Kinetix

  1. Select Actions > Manage Delivery Settings to configure the settings for outbound message delivery.
    • Select Test or Production in the Outbound Delivery Connection Type drop-down to reflect the environment you're setting up.
    • Enter the username and password provided by Avalara or TIE Kinetix for sending messages to their network in the Service Provider User Name and Password fields.

Manage Delivery Settings

Manage Delivery Settings

  1. Select the Outbound Message Setup tab to activate the outbound messages:

The outbound messages available for Avalara are:

  • Invoice

The outbound messages available for TIE Kinetix are:

  • Invoice
  • Purchase Order
  • Change Purchase Order

Avalara– Outbound Message Setup

Avalara– Outbound Message Setup

  1. Select the Inbound Message Setup tab to activate the inbound purchase order.

The inbound messages available for Avalara are:

  • Acknowledge Invoice
  • Invoice

The inbound messages available for TIE Kinetix are:

  • Acknowledge Invoice
  • Acknowledge Purchase Order
  • Invoice
  • Shipment

Avalara- Inbound Message Setup

Avalara- Inbound Message Setup

Create Trading Partners

After completing the service provider setup, create your trading partners.

  1. Select Manage B2B Trading Partners on the Tasks panel tab.
  2. On the Manage B2B Trading Partners page, select Actions > Create, and add your trading partners.
  3. Select Avalara or TIE Kinetix as the service provider you're using.

Screen capture that shows how to create a trading partner.

Create a Trading Partner

Associate Trading Partners with Your Customers

Next, associate the trading partners with your customers and select the documents you plan to exchange.

  1. Select Manage Customer Account Collaboration Configuration on the Tasks panel tab, and search for your customers.
  1. Select a customer and then select Edit Collaboration Configuration.
  1. In the Associated Service Providers section of the Edit Customer Account Collaboration Configuration page, select Actions > Add Row to add a trading partner and the service provider.
  1. In the Collaboration Documents for Service Provider section, select Actions > Add Row, add the documents you want to exchange and set their Association Status to Enabled.

Both the Avalara and TIE Kinetix service providers have the following documents available:

  • Invoice Acknowledgement Inbound
  • Invoice Outbound

Screen capture that shows how to edit the customer account collaboration configuration.

Customer Account Collaboration Configuration

Associate Trading Partners with Your Suppliers

  1. Select Manage Supplier B2B Configuration on the Tasks panel tab, and search for your suppliers.
  1. Select a supplier and then select Edit Supplier B2B Configuration.
  1. On the Edit Supplier B2B Configuration page, select the Trading Partner Assignment tab and click Actions > Add Row to add a trading partner and either the Avalara or TIE Kinetix service provider.

The Avalara service provider has the following document available for setup:

  • Invoice - Inbound

The TIE Kinetix service provider has the following documents available for setup.

  • Advance Ship Notice – Inbound
  • Purchase Order Acknowledgement – Inbound
  • Invoice – Inbound
  • Purchase Order – Outbound
  • Purchase Order Change – Outbound

Screen capture that shows how to edit the supplier B2B configuration.

Document Setup for Supplier Sites

Tips And Considerations

If you used TIE Kinetix services prior to this release, you’ll notice that your message definition names are now prefixed with 'TIEKinetix_'.  You can select TIE Kinetix from the list of service providers in the Manage Collaboration Message Definitions task to search for your message definitions.

Key Resources

  • Refer to the Configuring and Managing B2B Messaging for Oracle Fusion Cloud SCM guide on the Oracle Help Center.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

  • Manage B2B Customer Trading Partners (CMK_B2B_CUSTOMER_TRADING_PARTNERS_PRIV)
  • Manage Customer Account Collaboration Configuration (CMK_B2B_CUSTOMER_ACCOUNT_TRADING_PARTNERS_PRIV)
  • Manage B2B Trading Partners (CMK_B2B_TRADING_PARTNERS_PRIV)
  • Manage Service Provider (CMK_MANAGE_SERVICE_PROVIDER_PRIV)

These privileges were available prior to this update.