Understand TCA Customer Entities & UI 3-26-14

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Oracle Advisor Webcast

Understanding Trading Community
Architecture (TCA) Customer Entities & User
Interface
Tasneem Furniturewalla, Principal Technical

Support Engineer
Objectives
Become familiar with the
Customer Standard User
Interface (UI) in Release 12
Gain an overview of the
Customer Data Model
Understand Data Quality
Management (DQM) in the UI
Learn about Multi-Org Access
Control (MOAC) in the UI
Agenda
Sample Trading Community Architecture (TCA) business scenario

Customer User Interface (UI) tab structure
Key tables in the Customer Data Model
Find & run Customer related diagnostic scripts
11i Customer Standard Form
Release 12 Customer User Interface
Release 12 Customer User Interface Setup
Data Quality Management (DQM)
Multi-Organization Access Control (MOAC)
Sample TCA Business Scenario

Divisions
of ABC
Company
Parties
Corporate
Credit
Travel
Services
Business World
Relationships
Consumer
Credit
John Smith
Employee of
Business World
Corporate Card
3300 6900 1000 4999
Accounts
Financial
Services
Corporate Travel
80998-7899
Mary Smith
Husband
and Wife
Brokerage
59440339
Personal Travel
50944-2899
Consumer Card
3300 8300 3000 9390
Customer User Interface (UI) Tab Structure

Party
Accounts
Sites
Profile
Account
Profile
Communication
Profile
Amounts
Payment
Details
Party Relationships
Relationships
Tax Profile
Order
Management
Late
Charges
Profile
Amounts
Late
Charges
Communication
Site
Details
Business
Purposes
Accounting
9
Communication
Site Use Details
Payment
Details
Order Management
Account
Site
Profile
1 to many 1 to 1
Customer Data Model Key HZ Tables

HZ_RELATIONSHIPS
HZ_PARTY_SITES
HZ_PARTY_SITE_USES
HZ_CONTACT_POINTS
HZ_LOCATIONS
HZ_CREDIT_RATINGS
HZ_PERSON_PROFILES
HZ_CUSTOMER_PROFILES
HZ_CUST_ACCOUNTS
HZ_CUST_ACCOUNT_ROLES
HZ_CUST_ACCT_RELATE_ALL
10
HZ_ROLE_RESPONSIBILITY
HZ_CUST_ACCT_SITES_ALL
HZ_CUST_CONTACT_POINTS
HZ_CUST_PROFILE_AMTS
HZ_CUST_PROFILE_CLASSES
HZ_CUST_PROF_CLASS_AMTS
HZ_ORGANIZATION_PROFILES
HZ_CUST_SITE_USES_ALL
HZ_ORG_CONTACTS
HZ_ORG_CONTACT_ROLES
HZ_PARTIES
Key Party Tables

HZ_PARTIES
Includes identifying address information
HZ_LOCATIONS
Address locations referenced by other entities, such as parties, accounts
and contacts
HZ_PARTY_SITES
Links parties to locations
HZ_PARTY_SITE_USES
Information about party site uses / business purposes
11
Key Account Tables

HZ_CUST_ACCOUNTS
Customer account information
Includes status and owning party
HZ_CUST_ACCT_SITES_ALL
Information about the account address locations across operating units
HZ_CUST_SITE_USES_ALL
Business purposes information assigned to customer account sites
Includes primary site use indicator
HZ_CUSTOMER_PROFILES
12
Diagnostic Scripts For Customer Data

The following diagnostic scripts are available under Receivables
Application:
Customer Data (includes Account data) (Doc ID 463522.1)
Party Data (Doc ID 732199.1)
Customer Interface Data (Doc ID 732196.1)
13
Running Customer Related Diagnostic Scripts

Responsibility: Application Diagnostics
Navigation: Diagnose > Select Application = Receivables
14
Running Customer Related Diagnostic Scripts
15
Party Data Diagnostic Request
16
Party Data Diagnostic Report Information
17
Party Data Diagnostic Table Data
18
11i Customer Standard Form

Displays a mix of party and account information
19
Release 12 Customer User Interface (UI)

Improved usability
Implements many requested enhancements and has more features
Fully HTML
Leverages the Trading Community Architecture (TCA)
Intuitively models customer data in compliance with TCA best practices
Improved flexibility
Built using the latest Oracle Applications (OA) Framework
Pages can be personalized*
*Refer Oracle Application Framework Personalization Guide (B31347-02)

20

Responsibility
Navigation
Receivables
Customers > Customers
Trading Community Manager Trading Community > Customers >

Standard
Customers Online Superuser Customers Tab > Organization
Customers Tab > Persons
21

Main Sections
The HTML UI separates party and account information into:
Customer Overview
Account Overview
Account Site Overview
22
Customer UI Process Customer Overview
23
Customer UI Process Account Overview
24
Customer UI Process Account Site Overview
25
Customer UI Process Business Purposes Tab
Next Slide for Details
26
Customer UI Process Business Purpose Detail
27
Release 12 Customer User Interface (UI) Setup

Set Key Profile Options
Set Key Receivables System Options

Create Customer Profile Classes
28
No new profile options or system options introduced in R12
Account or Account Site Profiles defaulted from Customer Profile Classes
No behavior change compared to 11i form
Customer UI Process Find Customer
T
o
g
g
l
e
29
Customer UI Process Find Customer

Search Results
Search
Criteria
Matching
Parties
Accounts within a Party
30

Create and maintain information on:
Customers
Accounts
Account sites
Business purposes for account sites
Related information such as contacts, relationships
31
Customer UI Process Create Customer Flow
32
Customer UI Process Create Customer Flow
33
Customer UI Process Create Account

1. Accounts - Create Account
2. Account information & Address
existing party sites
34
Customer UI Process Create Account Site

1. Sites - Create Site
2. Create new or use existing Address
Existing party sites
existing party sites
35
Customer UI Process Create Business Purpose

1. Account Site-Business Purpose
36
2. Business Purpose Details
Data Quality Management (DQM)

Overview
Setup steps for Customer UI
Administration Page
Transformation Functions
Match Rules & Synchronization
Staging tables
Smart Search Profile Options
DQM versus non-DQM Search UI
Whats new in DQM Synchronization

New DQM diagnostic reports
37
Data Quality Management Overview

TCA enabling infrastructure of Customer Data Hub (CDH)
DQM features in the Customer User Interface
Smart Search
Duplicate Prevention
38

Smart Search
Match %
Search Results
Search Criteria
39
Possible Matches

WARNING!
Input Record
40
Possible Matches
Actions
DQM Setup Steps For Customer User Interface

DQM Administration Page for overview and set up
Optional Identify Attributes used for Search and assign
Optional Define Match Rules
Optional Define word replacement
Set up new DQM Synchronization Process
First time run the DQM Staging Program (stage all data)
Set the DQM profile options (System Administrator)
41
DQM Administration Page Overview

Responsibility: Trading Community Manager
Navigation: Administration > DQM
42
Attributes & Transformation Functions
43
Seeded transformation examples:
Exact
Cleanse
Custom transformations can be defined
Multiple transformation rules can be applied to each column

For each transformation applied, an independent column value is
stored in the staging table

44
Example Of Transformed Data

HZ_STAGED_PARTIES
Organization Name
In-Trend Apparel
Cleanse Transformation
Exact Transformation
INTRND APRL
INTREND APPAREL
Capitalizes all letters
Makes all characters UPPER case
Removes non-alphanumeric characters
Removes all non-alphanumeric characters
Reduces any white space to one space
Reduces double space to a single space
Removes double letters, retaining one

Removes vowels except initial vowels
45
Defining Match Rules
46
DQM Staging Tables & Staging Program

DQM Staging Program populates transformed values of TCA Registry
data into:
Logical Entity
Staging Table
Party
HZ_STAGED_PARTIES
Address
HZ_STAGED_PARTY_SITES
Contact
HZ_STAGED_CONTACTS
Contact Point
HZ_STAGED_CONTACT_POINTS
Responsibility: Trading Community Manager

Navigation: Concurrent Requests > Program Name = DQM Staging Program
47
DQM Synchronization
Keeps TCA Registry in sync with DQM Staged Schema
DQM Real Time Synchronization in Release 12 now called Automatic
Set up under the Administration > DQM Tab
Options: Automatic, Batch or Disable
No longer a
Workflow Business Event
System Profile
48
Smart Search Profile Options

HZ: Enable DQM Party Search = Yes
HZ: Match Rule for Organization Simple Search
(HZ_ORG_SIMPLE_SEARCH_RULE)
HZ: Match Rule for Organization Advanced Search
(HZ_ORG_ADV_SEARCH_RULE)
HZ: Match Rule for Person Simple Search
(HZ_PERSON_SIMPLE_SEARCH_RULE)
HZ: Match Rule for Person Advanced Search
(HZ_PERSON_ADVANCED_SEARCH_MATCH_RULE)
49
Customer Search With DQM Enabled

Advanced Search
Button displayed
Match % in
results section
50
Customer Search With DQM Disabled

HZ: Enable DQM Party Search = No
No Advanced
Search Button
No match % in the
results section
51
Duplicate Prevention Profile Options

HZ: Enable Duplicate Prevention at Party Creation
Person, Organization or Person and Organization
HZ: Match Rule for Person Duplicate Prevention

HZ: Match Rule for Organization Duplicate Prevention
HZ: Match Rule for Contact Duplicate Prevention
11i Profile Option HZ: Duplicate Allowed used in Customer Standard
form no longer used in R12
52
53
New DQM Diagnostic Reports

Navigation: Administration> DQM > Setup > Diagnostics> Reports
Provide details about the current DQM setup & processes
54
Multi-Organization Access Control (MOAC)

Perform tasks across operating units without changing responsibilities
55
Belgium
Holland
Denmark
Legal Entity
Legal Entity
Legal Entity
Belgium
Holland
Denmark
Operating Unit
Operating Unit
Operating Unit
Responsibility
Single Responsibility
Responsibility
Responsibility
Tasks
Accounting Setup
Collections
Requisition Demand &
Purchase Orders
Invoices & Payments
Customer Data
Management
Receiving & Drop Ship
Benefits Of Multi-Org Access Control

No need to switch applications responsibilities when processing
transactions for multiple operating units

Allows access, processing, and reporting of data for multiple operating
units
Data security & access privileges maintained using security profiles
that support a list of operating units

Allows a default operating unit to be set
56
Multi-Org Access Control In Customer UI
Operating Units in your access list
57
Summary
What we covered today
Sample TCA business scenario
Customer User Interface, key tables &
setups
Customer related diagnostic scripts
Data Quality Management in the
Customer UI
Multi-Organization Access Control in the
Customer UI
58
Top Articles and Community Links

Oracle Receivables: Overview of the
Customer Form in Release 12 (Doc ID

1436547.1)
Oracle Trading Community Best
Practices Setting Up Customer and

Prospect Data (Doc ID 269124.1)
FAQ on the setup/usage of DQM Profile
Options for OCO and Receivables,

Release 11i (Doc ID 565905.1)
59

Documentation Link to:
Trading Community Architecture
Administration Guide Release 12.1 Part

No. E13568-04
Customers Online Administration and
User Guides Release 12.1 (Part No.

E13573-04 & E13574-04)
Receivables Administration and User
Guides Release 12.1 (Part No. E1351004 & E13522-04)
60

Continue the discussion! For follow up questions on topics
covered in this webcast, connect via this Receivables Community

thread: https://community.oracle.com/thread/3538893
Receivables Community:
https://community.oracle.com/community/support/oracle_e-business_suite/receivables
61
Stay Connected
Oracle E-Business Suite Support Social Media Channels
Twitter: @Oracle_EBS
Facebook: OracleEBusinessSuiteSupport
Blog: http://blogs.oracle.com/EBS
My Oracle Support EBS Community:
https://community.oracle.com/community/support/oracle_ebusiness_suite
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Where Can I Get The Slides From This Session?

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Accessing My Oracle Support Community

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Learn More
Available References and Resources to Get Proactive
About Oracle Support Best Practices
www.oracle.com/goto/proactivesupport
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Understand TCA Customer Entities &amp; UI 3-26-14

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1

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Oracle Advisor Webcast Program

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Future Advisor Webcasts

16-Apr-14: Understanding Event Based Revenue

For upcoming Advisor Webcasts & archived recordings, see

Doc ID: 1612925.1

Please email suggestions for future Advisor Webcast topics to

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Safe Harbor Statement

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Oracle Advisor Webcast

Tasneem Furniturewalla, Principal Technical

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Sample Trading Community Architecture (TCA) business scenario

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Sample TCA Business Scenario

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Customer User Interface (UI) Tab Structure

Site Use Details

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Customer Data Model Key HZ Tables

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Key Party Tables

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Key Account Tables

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Diagnostic Scripts For Customer Data

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Running Customer Related Diagnostic Scripts

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Running Customer Related Diagnostic Scripts

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Party Data Diagnostic Request

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Party Data Diagnostic Report Information

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Party Data Diagnostic Table Data

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

11i Customer Standard Form

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Release 12 Customer User Interface (UI)

Pages can be personalized*

*Refer Oracle Application Framework Personalization Guide (B31347-02)

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Release 12 Customer User Interface (UI)

Customers > Customers

Trading Community Manager Trading Community > Customers >

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Release 12 Customer User Interface (UI)

Account Site Overview

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Customer UI Process Customer Overview

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Customer UI Process Account Overview

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Customer UI Process Account Site Overview

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Customer UI Process Business Purposes Tab

Next Slide for Details

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Customer UI Process Business Purpose Detail

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Understand TCA Customer Entities & UI 3-26-14

Understand TCA Customer Entities & UI 3-26-14