Use a Service Mapping to Integrate Order Management with Procurement

Use a service mapping to send data from Oracle Order Management to Oracle Procurement.

Assume you need to send details about a sales order to Procurement so Procurement can process a purchase request.

• Indicate to Procurement that we negotiated the price with the supplier when we created the sales order. We will use the NegotiatedByPreparerFlag attribute to send the indication as a Boolean value.

• Text note that we can send to the buyer. It includes details about the negotiated price, such as any discounts we provided, and why we provided them. We will use an extensible flexfield to capture these details.

• The price that we negotiated with the customer when we created the sales order. We will use the Price attribute to capture the negotiated price.

• You will set up the FLinePackShip_EFF_Custom flexfield on the fulfillment line.

• The ShippingCost_Custom attribute will capture the negotiated price.

Summary of the Set Up

1. Opt into the feature.

2. Add your entity to the integration service mapping.

3. Map your entity to the source.

4. Map entities to the service.

5. Create an integration algorithm.

6. Test your set up.

Opt into the Feature

1. Go to the Setup and Maintenance work area, select the Order Management offering, then click Change Feature Opt In.
2. In the row that has Order Management in the Name column, click the pencil.
3. In the row that has Enable Custom Payloads for Downstream Integration in the Name column, click the pencil.
4. In the dialog that displays, add a check mark to the Drop Ship option, then click Save and Close > Done.

Add Your Entity to the Integration Service Mapping

1. Make sure you have the privileges that you need to administer Order Management.

2. Create a sand box. For details, see Create a Sandbox So You Can Edit Service Mappings.

3. Go to the Pricing Administration work area.

4. Click Tasks, and then, under Order Management Configuration, click Manage Service Mappings.

5. Open the FulfillmentIntegration service mapping for editing.

   For details, see Use a Service Mapping to Integrate Order Management with Other Oracle Applications.

6. Add an entity. On the Entities tab, click Actions > Add Row, set the values, then click Save.

   Attribute	Value
   Entity	FLinePackShip_EFF_Custom You must include the _Custom suffix to any entity that you add.
   Description	Entity for an extensible flexfield that stores details on the fulfillment line. It describes the price we negotiated.

7. Add attributes. In the Details area, click Actions > Add Row to add each attribute.

   Attribute	Type
   FullfillLineId_Custom	Long
   ShippingCost_Custom	Double

   As an option, you can also add the Price, NegotiatedByPreparerFlag, and NoteToBuyer attributes, but they aren't required. These attributes come predefined on the purchase request line.

   For each attribute that you add.

   • Leave the Alternate Key attribute empty.

   • Make sure the Allow Null attribute contains a check mark.

   • Add a check mark to the Primary Key attribute only for FullfillLineId_Custom. Leave it empty for all others.

8. On the Entities tab, in the Entity column, click PurchaseRequestLine.

9. In the Detail area, verify that the list contains the Price attribute.

Map Your Entity to the Source

1. Click Sources.

2. In the Source column, click PurchaseRequestSource.

3. In the PurchaseRequestSource Details area, click View > Columns, then display columns.

   • Joined Entity

   • Joined Entity Attribute

4. Click Actions > Add Row, set the values, then click Save.

   Attribute	Value
   Entity	FLinePackShip_EFF_Custom Its the entity you added earlier in this procedure.
   Type	View Object
   View Object	FulfillLineEffBPackShipInstructionprivateVO
   Query Type	Unique Identifier
   Query Attribute	FulfillLineId

5. Click Save, set the values, then click Save again.

   Attribute	Value
   Joined Entity	FulfillLine
   Joined Entity Attribute	FulfillLineId

6. In the FLinePackShip_EFF_Custom Details area, add new attributes, then click Save.

   Attribute	View Object Attribute
   FulfillLineId_Custom	FulfillLineId
   ShippingCost_Custom	_ShippingCost

7. Map attributes to the PurchaseRequestLine entity.

   • In the PurchaseRequestSource Details area, in the Entity column, click PurchaseRequestLine.

   • In the PurchaseRequestLine Details area, add attributes, then click Save.

     Attribute	View Object Attribute	Expression
     NegotiatedByPreparerFlag	Empty	true
     NoteToBuyer	Empty	Empty
     Price	Empty	Empty
     FulfillLineId	FulfillLineId	Empty

Map Entities to the Service

1. Click Services.

2. In the row that contains PurchaseRequestService in the Service column, set the values, then click Save.

   Attribute	Value
   Implementation Type_Custom	Algorithm
   Implementation_Custom	Integrate Order Management with Procurement Custom This is the name of the algorithm you created earlier in this procedure.

3. In the Details area, add entities, then click Save.

   • FLinePackShip_EFF_Custom

   • Header_Custom

   • FulfillLine_Custom

   • PurchaseRequestConfig_Custom

   • PurchaseRequestHeader_Custom

   • PurchaseRequestLine_Custom

   Note

   • If you use this service to send your own custom attributes from Order Management to Procurement, then you must also add your custom entities.

   • Click Actions > Add Row to add each entity.

     You must include the _Custom suffix.

   • Make sure the Read attribute and Write attribute contain a check mark for each entity.

   • Leave the other attributes empty.

4. Add attributes to the FLinePackShip_EFF_Custom entity.

   Attribute	Alias
   FulfillLineId_Custom	FulfillLineId
   ShippingCost_Custom	Leave Empty

5. Add attributes to the PurchaseRequestLine entity.

   • FulfillLineId

   • NegotiatedByPreparerFlag

   • NoteToBuyer

   • Price

   When you add attributes to these entities.

   • Make sure the Read attribute and Write attribute contain a check mark for each attribute.

   • Leave the other attributes empty.

Create an Integration Algorithm

Create an integration algorithm that you can use to call Procurement.

1. Click Tasks, and then, under Order Management Configuration, click Manage Algorithms.

2. On the Create Algorithm page, set the values, then click Save.

   Attribute	Value
   Name	Integrate Order Management with Procurement Custom
   Description	Use this integration algorithm to send our custom data from Oracle Order Management to Oracle Procurement.

3. Click Add Step > Conditional Action.

4. In the Data Sets area, add two data sets.

   Name	Variable Path	Primary	Cardinality	Data Set Join
   PRCLine	PVar.PurchaseRequestLine	Contains a check mark	Leave empty	Leave empty
   PRCLineEff	PVar.FLineEff	Doesn't contain a check mark	Zero or one	[FulfillLineId:{PRCLine.FulfillLineId}]

   FlineEFF is an alias for the FLinePackShip_EFF_Custom entity. You must use the FlineEFF alias or the entire FLinePackShip_EFF_Custom entity name.

5. In the Execute Condition area, click Add Condition > Default Action.

6. In the Edit Actions window, then enter this code.

   PRCLine.Price = PRCLineEff!= null? PRCLineEff.ShippingCost_Custom: null
   

   As an option, add code that maps an attribute you add to the entity for your extensible flexfield in the service mapping, or that you code as a string. For example:

   PRCLine.NoteToBuyer = "We negotiated price with the supplier"

7. Click Save.

8. Test and publish. For details see Set Up an Integration Algorithm.

Test Your Set Up

Assume you're on a call with a preferred, long-term supplier who orders a quantity of 10, A54888 desktop computers. To beat your competitor's price, you agree to provide a 20% discount on the order line. As part of the deal, you convince your supplier to add 4 printers to the order.

1. Create a sales order in Order Management.

2. Add an order line, then set the attribute on it.

   Attribute	Value
   Your Price	Enter the negotiated price.

3. Submit the sales order.

4. Examine the details in Procurement.