Learn About the Supplier Portal Integration

For many businesses, the procurement process involves manual coordination, data reentry, and communication over multiple channels that can be costly in both time and labor. A supplier portal built by integrating JD Edwards EnterpriseOne with Oracle Content and Experience and Oracle Integration automates many of the steps in the procurement process to provide an efficient, integrated process flow between you and your suppliers.

Does your procurement process rely on manual coordination and multiple communication channels?
  • Buyers must contact the provider to determine the status of a purchase order, often more than once

  • Buyers must manually update purchase order status with each change in status

  • Suppliers are often unaware of pending orders which creates delays

  • Suppliers submit invoices in different ways that often require manual re-entry of order information

  • Communicating through phone calls and email can slow the process

Use the resources provided with this fully-functional integration example as a starting point to provide your own solution.

Before You Begin

To set up and use the supplier portal solution, you must first:

  1. Make sure that you have access to the required services.

  2. Download the source code resources provided with the solution.

  3. Define users and assign roles for the process participants.

  4. Set up the integration between JD Edwards and Oracle Content and Experience. See Using Oracle Content and Experience Cloud for JD Edwards EnterpriseOne (Release 9.2.1.2) in JD Edwards EnterpriseOne Tools Foundation Guide.

  5. Install the JD Edwards EnterpriseOne Orchestrator studio (version 6.0.2 and above) and the orchestrations provided with the source code resources. See Getting Started in JD Edwards EnterpriseOne Tools Orchestrator Guide.

  6. Configure integration settings in Oracle Integration Process functionality and Oracle Content and Experience before users can take advantage of the integrated functionality. For information about configuring Oracle Content and Experience, see Integrating with Oracle Process Cloud Service in Administering Oracle Content and Experience. For information about configuring Oracle Integration Process functionality, see Integrating Documents and Conversations in Using Processes in Oracle Integration.

This solution will guide you through the following additional basic steps:

  1. Set up individual JD Edwards EnterpriseOne orchestrations.

  2. Install, configure, and deploy the application that is used by Oracle Integration Process.

  3. Install process integrations in Oracle Integration and configure the required connections.

  4. Create the folder hierarchy in Oracle Content and Experience, specify the appropriate access permissions, and define the metadata collections that are associated with the folders.

  5. Import the supplier portal template and then create and configure a new site from the template.

  6. Verify that the solution works correctly.

Architecture of a Supplier Portal Created by Integrating JD Edwards with Oracle Content and Experience

This image shows the integration architecture between JD Edwards EnterpriseOne, Oracle Integration, and Oracle Content and Experience for creating a supplier portal that automates many of the steps in the purchase order fulfillment process.

Description of jde-supplier-portal-architecture.png follows
Description of the illustration jde-supplier-portal-architecture.png

The buyer initiates the process by generating a purchase order. Document exchange between the Orchestrator in JD Edwards and Oracle Content and Experience is supported directly in the integration.

Data exchange between JD Edwards and Oracle Content and Experience for dynamic data such as Status, Metadata, and Invoice/Voucher Approval is managed together by Orchestrator in JD Edwards and by processes in Oracle Integration.

Notifications between the buyer and the supplier are handled by processes in Oracle Integration.

About Required Services for the Supplier Portal

The supplier portal solution uses the integration features of the following cloud services to automate many of the steps in the procurement process to provide a coherent process flow for both the buyer and the supplier.

Service Description

JD Edwards EnterpriseOne

By using the processes created with JD Edwards Orchestrator, the supplier portal solution augments the JD Edwards order management system. It allows you to:
  • Route purchase orders and receipts to Oracle Content and Experience
  • Receive process messages from Oracle Integration to update purchase order status and to create supplier invoices
  • Provide notifications to approvers
The supplier portal solution requires JD Edwards Tools release 9.2.2.

Oracle Content and Experience

Oracle Content and Experience allows you to automate content exchange. In a supplier portal, it provides designated folders that serve as the repository for purchase orders, invoices and receipts for each supplier. Suppliers sign in to a website to get real-time access to the documents based on their status and to perform their tasks in the procurement process.

Oracle Integration

Oracle Integration includes Process functionality that coordinate the actions between order management, the document repository, and the web portal.

See Learn how to get Oracle Cloud services for Oracle Solutions to get the cloud services you need.

About Users and Roles for the Supplier Portal

The supplier portal is designed around a standard set of personas that you map to users and roles in the process.

The personas listed below are an example of the minimum set of users for the processes in the supplier portal. You must map these personas to the roles in the services and give them access rights to the resources. Each persona represents a particular job function in the process, for example, the supplier. You can extend the example to include multiple users for any job function as necessary.

Persona Description

JD Edwards Integration User

When you create the integration between JD Edwards and Oracle Content and Experience, you specify a user to act as the principal integration user. The integration user is the overall process and folder owner and can set permissions on resources for other users.

Robin Marlow

Robin is an administrator for Oracle Integration Process and for Oracle Content and Experience. Robin manages the processes and folders and can set permissions on resources for other users. In this example, Robin is also the accounts payable representative.

Larry Miller

Larry creates the purchase order in JD Edwards.

Morgan Zu

Morgan is the procurement manager in JD Edwards.

Joshua Baker

Joshua is the supplier working for Dakota Farms and is the principal user of the supplier portal website.

To coordinate the users and roles between services:
  • Oracle Cloud: You must create an account for each of the named personas in Oracle Cloud. Although you set up cloud users and JD Edwards users separately, the user IDs must match.

  • JD Edwards: You must create users for the JD Edwards integration user and for the buyer (Larry Miller). Although you set up cloud users and JD Edwards users separately, the user IDs must match.

    In addition, you must set up a user connection between JD Edwards and Oracle Content and Experience. The connection consists of a connection template that includes user and password information and a connection record that references the template.

  • Oracle Content and Experience: You must provision all users of the supplier portal with a process role as standard users in Oracle Content and Experience to have access to the folders that contain the purchase orders, invoices, and receipts. Depending on the process role and the associated folder role, the user may be able to add content to the folder or conversation or just access the content.