Sales Lead To Cash Payment

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Note:1628024.2
SalesLeadtoCashEBSBusinessProcessAdvisor
Welcometothe'SalesLeadtoCash'EBusinessSuiteProcessAdvisor
Scope
ThisNotecoverstheSalesLeadtoCashBusinessflow,andencompasses:
ASalesRepresentativebeinginformedaboutanewprospect,
Theprospect/leadisqualified,
TheLeadisconvertedintoanOpportunity,
AnActionPlaniscreated,
TheActionPlanisexecuted,andaQuoteiscreated.
TheQuoteisconvertedtoaSalesOrder.
Theorderedgoodsarepickedandshipped.
Aninvoiceiscreatedandsubmittedtothecustomer.

ThedetailsinthisNoteareapplicabletoRelease11.5.10.2oftheEBSapplicationsonwards.

ForanexplanationofhowtonavigatearoundthisNotepleaseclickonthe'Howtousethisdocument'linkabove,andopenthecollapsablesections(indicatedwith )

ThereareknownissueswhenattemptingtoviewsomeofthegraphicalelementsofthisNotewhenusingInternetExplorer.Oracleisunabletocontrolthislimitation,soitisrecommendedthatanother
browser,(suchasFirefoxorChrome),shouldbeusedtoviewthisNote.
Background
TheOracleEBusinessSuite(EBS)isreleasedasacollectionofseparatemodules.Thesupportingmaterial,suchastheImplementationandUserGuidesfocusonthesetupanduseofthesemodules,and
tendnottodetailthefunctionalityorrequirementsoftheothermodules,northeflowofinformationbetweenmodules.Asmostcustomersusuallyimplementmultiplemodulesthereisaneedtoknow
howdataisthenpassedfromonemoduletotheother.
Aim
TheaimofthisNoteistoprovidematerialwhichsupplementstheEBSCRMProductdocumentation,andtodetailthemodellingoftheSalesLeadtoCashbusinessflowbydescribing:
ThefullBusinessFlowfrombothaProcessandProductperspective
DetailsonspecificHotSpotswheredataandcontrolpassesbetweenmodules
Acompleteendtoendsetuptoassistwithbasicoperationsandtestcasecreation
LinkstoadditionalsupplementaryinformationtoassistwithTroubleshootingandDiagnostics.
Troubleshooting
Thepurposeofthisdocumentisnottorepeatthedetailedtroubleshootingtipsthatareavailableinexistingnotes(thesecanbefoundbyinterrogatingtheTroubleshootingsectionsoftheInformation
CentersforTeleSales,andOrderManagement),butitwillassistwithunderstandinghowthebusinessflowoperatesandhowdataandcontrolpasseswithinit.Whererelevant,additional
troubleshootinganddiagnosticsnotesarelinkedintoeachsection.
ForafulllistofallProductInformationCenters,whichprovidelinkstoproductspecificTroubleshooting,Upgrade,Patchingandothertipsandtricks,pleasenavigatetoEBusinessSuiteProduct
InformationCenterIndex(DocID444.2).
BusinessFlows
Manyprocessesarecommontodifferentorganizations,andanumberoftheseBusinessFlowshavebeenidentifiedwhichdescribethetypicalprocessesundertakenbyexistingEBSusers.
Theseflowsidentifythebasicstepswhichareexecutedtoachieveagoal.
Eachstepissummarisedinafewwords,andrepresentedbyablockonadiagram(seetheSalesLeadtoCashBusinessFlowtab).
Eachblockcanthenbebrokendownfurtherintomoredetailedsteps.
TheobjectiveoftheBusinessFlowisnottoprescribetheactivitiesthatausercanundertake,but,byexplainingtheflowofdata,tosummarizethetaskswhichothersuccessfulcustomershaveperformed
whenaddressingaparticularbusinessneed.
ThisNotecoverstheSalesLeadtoCashflow,whichisoneofthemanyflowswhichhavebeenidentifiedbyOracle.Itcoverstheprocesswhere:
ASalesRepresentativeisinformedaboutanewprospect,
Theprospect/leadisqualified,
TheLeadisconvertedintoanOpportunity,
AnActionPlaniscreated,
TheActionPlanisexecuted,andaQuoteiscreated.
TheQuoteisconvertedtoaSalesOrder.
Theorderedgoodsarepickedandshipped.
Aninvoiceiscreatedandsubmittedtothecustomer.
PleaseseetheRelatedFlowstabforalistoftheotherflowswhichhavebeenimplemented,togetherwithanindicationofthescope,andmoduleswhichareemployed.
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HowtoReadThisDocument
TheSalesLeadtoCashEBSBusinessProcessAdvisordocumentisdesignedtoallowfreenavigationbasedontheneedsofthereader.Theorderinwhichthetabsarereviewed,isdowntothe
individual.Thefollowingsectiondescribeseachofthetabsindetailalongwitharecommendedapproachtonavigation,basedoncommonscenarios.
WhatdotheTabscontain?
SalesLeadtoCashFlow
TheSalesLeadtoCashtabcontainsanoverviewofthebusinessflowfromthefollowingviews:
1.ProcessFlowdescribesthebusinessflowfromtheperspectiveoftheprocessesandfunctionsinvolved.
2.ProductFlowmapsthebusinessprocessesontoOracleEBSCRMproductsutilisedwithintheflow.TheProducttabgivesanoverviewofeachoftheseproductsalongwithusefullinkstothe
relevantsectionsofthe12.xproductdocumentation.ThediagramalsohighlightsHotspotswherecontrolanddataispassedbetweenmodulesthesearefurtherexplainedintheHotspotstab
seebelow.
3.DemonstrationScriptabasicendtoend'handson'exercisetohelptofamiliarisethereaderwiththeendtoendprocessandtheproductsinvolved.Eachstepisbrokendownintominiguides.
4.ExampleSetupGuidecontainsdetailsofthebasicsetuprequiredtoenablethebusinessflow,includingvideostoillustratetheprocess.
Hotspots
TheHotspotstabgivesdetailsonhighlightedareasofthebusinessflow,particularlywheredataandcontrolpassesbetweendifferentproducts,orwheretheunderlyinglogicrequiresfurtherexplanation
orclarification.
Eachsectioncontains:
1.AdescriptionoftheparticularHotspot,whereitoccurs,andanoverviewoftheproductsinvolved.
2.Adescriptionoftheinteractionbetweentheapplications,alongwithapictoralrepresentationoftheflow.
3.Sidebarcontaininglinksto:
1.Integrationnotes:Thesenotescontainanindepthdiscussionintotheflowofdata,frombothafunctionalandtechnicalperspective,betweenproductsinaspecificHotspot.Thecontents
alsocoverusefulSQL,setupconsiderationsandothertroubleshootingsteps.
2.Diagnostics:WherethereisaspecificDiagnosticsscriptfortheHotspot,thisislinkedintothesection.
3.Troubleshooting:AdynamiclistoftroubleshootingnotesrelatedtotheHotspotandtheproductsitcovers.
4.ProductInformationCenters:SpecificInformationCenterdocumentscontainingfurtherdetailsoftroubleshootingtopics,announcements,updates,communitythreads,etc.,foreachof
theproductsintheHotspot.
5.OracleDocumentation:LinkstospecificsectionsofOracledocumentationdetailingrelevantsetupforeachoftheproductsintheHotspot.
RelatedFlows
TheRelatedFlowstabgivesdetailsofotherbusinessflowsandBusinessProcessAdvisornotesrelated,eitherdirectlyorindirectly,totheSalesLeadtoCashnote.Thisallowsthereadertofurther
investigateandresearchtheintegrationandflowofdataandprocessesaroundtheOracleCRMsystem.
Howtousethedocument
Understanding
Topicsrelatingto'Understanding'arecoveredinthefollowingKeyTabs:'SalesLeadtoCash'BusinessFlow,Hotspots,RelatedFlows
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TheBusinessProcessAdvisornotesaretheperfectwaytofurtheryourunderstandingofhowproductsandprocessesinteract.Eachofthetabsprovideadifferentperspectiveonthebusinessflow:
TheSalesLeadtoCashBusinessFlowtabcontainsdetaileddescriptionsontheinteractionbetweenproductsandprocesses,alongwiththeflowofdataandcontrolbetweeneach.Thebasicset
upguidegivesthereaderdetailsofsettingupasimpleexampletoassistunderstandingandproductknowledge.
The'Hotspots'tabgivesindepthdetailsforspecifichighlightedareasofproductinteractionandintegration.Integrationnotesshow,onbothafunctionalandtechnicallevel,howthedatais
passedfrommoduletomodule,keysetuptobeconsideredandareasofparticularinterest.
The'RelatedFlows'taballowsthereadertobuildontheknowledgegainedwithinthisnote,tolinkintootherrelatedflows.
Troubleshooting
Topicsrelatingto'Troubleshooting'arecoveredinthefollowingKeyTab:Hotspots
Whilstthisdocumentisnotdesignedtooffera'quickfix'(e.g."Ihaveerror'ORA11111'andwanttoknowhowtoresolveit."),itdoesgivethereader:
DetailsofProductsandProcessesengagedintheareawheretheerrorarises.
Anunderstandingoftheflowofdataandcontrolbetweentheseproductandprocesses.
DetailsofspecificHotspotsandintegrations,alongwithtipsonhowtotrackdataasitpassesthroughthemodules,andsetuptoinvestigate.
EndtoEnddemo/setupscriptstoassistwithtestcases.
Linkstoadditionalresources(ProductInformationCenters,Troubleshootingnotes,diagnostics,productdocumentation,etc).
Allofwhichwillassistinpinpointingtheareainwhichissuesoccur,andaidsettingupoftestcasesandissueanalysis.
ForspecificProblem>Resolutionissues,however,werecommendtheEBusinessSuiteProductInformationCenterIndex(DocId:444.2)andKnowledgeSearchinMOS
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'SalesLeadtoCash'BusinessFlow
'SalesLeadtoCash'Flow
ThisNotecoverstheSalesLeadtoCashbusinessflow,whichforthesakeofexplanationhasbeenbrokendownintothreesubflows:
Eachhighlevelflowmaybefedfromoneormoreotherflows(inthiscase,theLeadtoOpportunityflowcouldbefedfromtheCampaigntoLeadprocess,andtheOrdertoCashflowcouldleadto
theServiceRequestCreationtoResolutionflow).
Toviewthecontentsofeachsubflowclickoneachoftheexpandablesectionsbelow.
FlowScope
FlowScope
Atahighlevel,theSalesLeadtoCashflowdescribesthereceiptofacontactfromanexistingcustomer,expressingtheirinterestinpurchasingaproduct.ThisinformationiscapturedbytheSales
Agent,asaLead.Followingqualification,theLeadisconvertedintoanOpportunity,whichisthenassignedtoasalesrepresentative.Havingassessedthesituation,therepresentativeprocessesthe
Opportunity,andconvertsitintoaQuote.AssumingtheQuoteisaccepted,aSalesOrderiscreated.Thisisprocessed,andtheordereditemsarePickReleased,andShipConfirmed.Oncethegoods
havebeendelivered,anInvoiceiscreated,andthenpaymentcollectedfromthecustomer.
Dependingonthemoduleswhicharebeingimplemented,differentlevelsoffunctionalitycanbedelivered,forexample:
Multichannel,web,andtelesalesprocessintegratedoutofthebox.
AReturnsprocesscanbesupportedusingtheInventorymodule.
'AvailabilitytoPromise'checkscanbeperformedonceanitemisaddedtoaSalesOrder.
Anitemcanbeconfiguredtomeetthecustomersrequirements.
Salescompensation(paymenttosalesstaffbasedontheirlevelofsales).
Themoremoduleswhichareimplemented,themorefunctionscanbeenabled,andsothescopeoftheflowcanbeextended.
TheprocessflowoutlinedinthediagramsandtablebelowassumesafootprintincludingTeleSales,CRMFoundation,OrderManagement,Quoting,Inventory,andAccountsReceivables.Othermodules
couldbeaddedtoenhancetoleveloffunctionality.
'LeadtoOpportunity'subflow
TheLeadtoOpportunitysubflowcovers:
Thecreationandqualificationofalead.
Theconversionofaleadtoanopportunity.
Theseprocessescanberepresentedinthediagrambelow:
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'OpportunitytoOrder'subflow
TheOpportunitytoOrdersubflowcovers:
Theprocessingoftheopportunity.
Theproposalofasolution.
Theconversionoftheopportunitytoaquote.
Negotiationontheprice.
Settingthepaymentandshippingoptions.
Placingtheorder.
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'OrdertoCash'subflow
TheOrdertoCashsubflowcovers:
Thepickingandshippingofthegoods.
Thecollection,transport,anddeliveryofthegoods.
Theinvoicingofthecustomer,andcollectionofcash.
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FlowProcess
FlowProcesses
ThefollowingtableprovidesabriefexplanationofthestepscoveredbytheBusinessFlow.
Function Description

CollectProspectDetails Receiveacommunicationfromacustomer(viaphone,email,other
channel),expressinginterestedinpurchasingaproduct.Manually
recordthisinteraction.
CreateLead,andidentifytheProduct(s)ofinterest CreatetheLead,andrecorddetailsoftheproductthecontactis
interestedin.

QualifytheLead Validatetheauthenticityoftherequirement.

ConverttheLeadtoanOpportunity Converttheleadtoanopportunity.
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AssigntheOpportunity Assigntheopportunitytoasalesrepresentative.

ReviewtheOpportunitydetails Thesalesrepresentativereviewstheopportunity.

ContacttheProspect Theprospectiscontacted,anddiscussionsrelatingtothe
requirementareundertaken.
UpdatetheOpportunitydetails Theopportunityisupdated,andsaved.

Assessthesituation ReviewthecurrentsituationoftheOpportunity.
Identifytherequirement Identifywhatthecustomerrequires.
Proposeasolution Submitaproposalofthesolutiontothecustomer.
Gaugeinterest Assesstheinterestofthecustomerintheproposedsolution.
Iftheproposedsolutionisacceptable,converttheOpportunitytoa
ConverttheOpportunitytoaQuote Quote.
UpdateQuote UpdatetheQuoteasrequired.
PresenttheQuotetotheprospect DelivertheQuotetothecustomer.
Negotiateprice Negotiatetheprice,asappropriate.

Recordpaymentandshippingoptions Agreeandrecordthepaymentandshippingoptions.

Booktheorder CreateandbooktheSalesOrder.
ReleasetoWarehouse Releasedetailsoftherequiredgoodstothewarehouse.

Generatewarehousedocumentation Produceanydocumentationneededtopickandshipthegoods.

Picktheitems Performthepickingofthegoods,andsendtothestaginglocation.
GeneratetheShippingdocuments Generatetherequiredshippingdocumentset.
ShipConfirm Transfergoodsfromthestaginglocationtothecarrier,andconfirm
thetransactions.

Carrierpicksupanddeliversgoods (Thisactivityisperformedoffthesystem).
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Autocreateinvoice Onceconfirmationofdeliveryisreceived,raiseandsubmitthe
invoiceforthegoods.

CashCollect Processthereceiptoffundsfromthecustomer,inpaymentforthe
deliveredgoods.
FlowDemonstration
FlowDemonstration
Toseean11.5minutevideodemonstatingthestepscoveredbytheSalesLeadtoCashflowpleaseclickonthefollowinglink.
VideoLeadtoCashFlowDemonstration(11:36)
ProductFlow
Eachflowcanspandifferentproducts.
TheSalesLeadtoCashbusinessflowcanberepresentedbythefollowingproductflow.
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Thefirstcolumnontheabovegraphicliststhetasks(whicharealsoreferencedontheProcessFlowdiagrams),e.g.Create+QualifyLead,ProcessOpportunity,etc.
The'module'rowlisttheOracleApplicationmoduleswhichareusedbytheflow,e.g.Sales,Quoting,.....
Theblocksinthebodyofthegridindicatetheindividualorgroupsofscreens/concurrentprogramswhichareusedtocompletethebusinessflow.
ProductSummary
Stage Description KeyProduct/Screen (M)andatory,(R)ecommended,(O)ptional
LeadtoOpportunity Initialcommunicationfromacurrent/potential Sales(AST)/EBusinessCenter Mandatory:TheEBusinessCenter(partoftheSales

customerconfirmingtheinterestinaproduct. module)providestheabilitytocreateandmaintain
customerdetails,andactsasalaunchpadtoother
CreationandmaintenanceofaLead. screens(Leads,Opportunities,Quotes,...).
ConversionoftheLeadtoanOpportunity
Sales(AST)/LeadCenter Mandatory:TheEBusinessCenter/LeadCenter
enablesthecreationandmaintenanceofLeaddetails,
andconversionoftheLeadtoanOpportunity.
OpportunitytoOrder MaintenanceofanOpportunity. Sales(AST)/OpportunityCenter Mandatory:TheOpportunityCenterenablesthe

maintenanceoftheOpportunity.
Creationandsubmissionofaproposal.
ConversionoftheOpportunitytoaQuote. OracleQuoting(QOT)/Quote Mandatory:TheQuotingmoduleprovidesthe

Center functionalityforthecreationandmaintenanceof
MaintenanceoftheQuote. Quotes.
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ConversiontoaSalesOrder. OracleOrderManagement(ONT)/ Mandatory:TheOrderWorkbenchdisplaystheSales
OrderManagement Order,andpermitsmaintenanceofthedetails.
OrdertoCash ReleasetheSalesOrderLinestothewarehousefor OrderManagement(ONT) Mandatory:TheOrderWorkbenchincludesfucntios

picking. toinvokethepickingandshippingprocesses.
OracleShippingExecution
ShipConfirmthereleaseofthegoods. Mandatory:OracleInventory,andShipping
OracleInventory(INV)/Warehouse Executionhandlethestorageandmovementofgoods.
AutocreatetheInvoice. Management(WMS)
Mandatory:OracleReceivableshandlesthefinancial
Recordthereceiptofpayment. OracleReceivables aspectsofthetransaction.
RelatedProducts
AsidefromthekeyproductsinvolvedintheSalesLeadtoCashflowmentionedabove,thereareanumberofoptional/supplementaryproductsthatshouldbeconsideredforuse.Byclickingonthe
linksinthetablebelowtheuserguidesfortherelatedproductsshouldbedisplayed,allowingyoutoreviewthefunctionalityprovidedbyeachproduct.
Sales Financials SupplyChain Service

iStore AdvancedPricing Inventory CustomerInteractionHistory
IncentiveCompensation Configurator KnowledgeManagement
SalesContracts
SalesLeadtoOpportunity
ThefollowingstepsdescribethebasicstepsusedtocompletetheSalesLeadtoCashbusinesflow,asshownintheattachedvideo.Thevideoreferencessomeofthesamedatausedinthe'Service
RequestCreationtoResolution'flow.Inthiscase,theprocessis:
Receivecontactfromaknowncustomer(JaneDevlinofLocearCorp.),enquiringaboutthepurchaseof10laptopsfromVisionCorp.
CreateaLead.
ConverttheLeadtoanOpportunity.
ProduceaQuote.
ConverttheQuotetoaSalesOrder.
PickandShipthegoods.
RaiseanInvoice.
Note:ThevideoandassociatedstepsdescribedinthissectionaretoprovidefunctionalreferencestotheindividualelementsoftheSalesLeadtoCashflowandarenotdesignedtobeacomprehensive,
orevenrecommended,guidetoallpossibleapproachestoeithersetuporprocess.
Step1:CreateandQualifytheLead
Step1:CreateandQualifytheLead
OverviewoftheSteps
CollecttheProspect'sdetails.
CreatetheLead,andidentifytheproductsofinterest.
QualifytheLead.
Steps
Steps ProcessStepDescription PathandAction ExpectedResults
1. CreateandQualifyLead.
1.1 CollecttheProspect'sdetails.
1.2 CreatetheLead,andidentifytheproductsofinterest.
1.3 QualifytheLead.
CollecttheProspect'sdetails.
1.1
OpentheeBusinessCenterscreenandretrievethedetailsforthecontact/organization.
OpentheeBusinessCenter (R)TeleSalesAgent TheeBusinessCenterformwillbedisplayed,showingthe

1.1.1 screen defaultPartyTypePartyRelationship.
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(N)eBusinessCenter
Searchfortherequired TheUniversalSearchpopupappears,displayingthedefault
1.1.2 PresstheFindicon
contact/organization Findcondition.
OntheQuickSearchtab
entertheFirstNameand
1.1.3 EntertheQueryconditions LastNameofthecontact. TheResultsaredisplayed.
(B)Search
Selectthedesired Selectthedesired
contact/organization TheeBusinessCenterdisplaysthedetailsfortheParty
1.1.4 contact/organizationfrom
Relationship.
theResults (B)OK
Reviewtheinformation
1.1.5 Verifythedetailsdisplayed displayedontheeBusiness
Center
CreatetheLead,andidentifytheproductsofinterest.
1.2
FromtheeBusinessCenterscreenopentheLeadtab,andentertherequireddetails.
TheLeadtabwillbedisplayed,showingthedefaultdata(e.g.
1.2.1 OpentheLeadtab (T)Lead.
Location,Status....).
EntertheLeadName,Sales
Channel,andBudget
Enterthedesired Amount,andBudgetStatus.
Thedesiredinformationisentered,andasthedataissavedin
1.2.2 informationfortheLead
SettheQualifiedcheck thedatabaseaLeadnumberisgenerated.
Header
box.
Savethechanges.
EntertheInventoryitem,
Enterthedesired
UoM,quantity,amount,and
1.2.3 informationfortheProduct
sourcecode.
ofInterest
Savethechanges.
1.3 QualifytheLead
ReviewtheLead TheLeadCenterwillopen,displayingthedetailsenteredso
1.3.1 (B)Details
information far.
EnsurethattheQualified
1.3.2 QualifytheLead checkboxisset. TheLeadisqualified.
Savethechanges.
Step2:ConvertLeadtoanOpportunity,andAssign
Step2:ConvertLeadtoanOpportunity,andAssign
OverviewoftheSteps
ConverttheLeadtoanOpportunity.
AssigntheOpportunitytoaSalesrepresentative.
Steps
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2. ConvertLeadtoanOpportunity,andAssign
2.1 ConvertLeadtoOpportunity
2.2 AssignOpportunity
ConvertLeadtoOpportunity
2.1
FromtheLeadCenter,reviewthedetailsoftheLead.
Whensatisfied,converttheLeadtoanOpportunity.
TheDecisionpopupwillbedisplayedshowingthemessage
2.1.1 CreateOpportunity (B)CreateOpportunity Opportunity(OpportunityID****)createdsuccessfully.
Doyouwanttoviewdetailsforthisopportunity?"
Reviewdetailsforthis
2.1.2 (B)Yes TheOpportunityCenterwillbedisplayed.
opportunity
AssigntheOpportunity
2.2
ThestepsforthereassignmentoftheOpportunitytoaSalesrepresentativearenotportrayedinthedemorecording.
TheSalesTeamtabwillopen,displayingthecurrently
2.2.1 AccesstheSalesTeamdata (T)SalesTeam
associatedteammembers.
2.2.2 Reviewtheexistingdata
Navigatetothenextblank
rowinthe'InternalSales'
block.
Movetothe'LastName'
field,andenterthenameof Thenewteammemberwillbesaved,andtheblockwill
2.2.3 Addanewteammember thenewmember(e.g. automaticallyrequerytodisplaytheteammembersin
Smi%). alphabeticalorder.
Selectfromthedisplayed
values
(B)Save
Navigatetotherowwhich
showsthe'Owner'flag.
Uncheckthecheckbox Whenuncheckingthechekboxawarningisgenerated
Makethenewteammember advisingthatanownerisrequired.
2.2.4 Navigatetotherowforthe
theowner
newOwner.
ThenewownerisassignedtotheOpportunity
Checkthecheckbox
(B)Save
Returntothetopblockof
theform.
Requerytheform(using Thenewownerwillbedisplayedinthetopblockofthe
2.2.5 RequerytheOpportunity
thetorchicon). form.
Searchfortheoriginal
Opportunity.
Step3:ProcessOpportunity
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Step3:ProcessOpportunity
OverviewoftheSteps
ReviewtheOpportunityDetails
ContacttheProspect(performedoffthesystem)
UpdatetheOpportunityDetails
Assessthesituation
Steps
3. ProcessOpportunity
3.1 ReviewtheOpportunitydetails.
3.2 ContacttheProspect.
3.3 UpdatetheOpportunitydetails.
3.4 Assessthesituation
ReviewtheOpportunitydetails.
3.1
HavingcreatedtheOpportunityfromtheLead,reviewthedetails.
Viewdetailsforthis Reviewthedetailsofthe
3.1.1
opportunity Opportunity
ContacttheProspect
3.2
ContacttheProspecttodiscusstheoptionswhichareavailable.
Thisprocessiscarriedoutoff
3.2.1
thesystem
UpdatetheOpportunitydetails
3.3
Basedontheoutcomeofthediscussionswiththeprospect,updatetheOpportunitydetails.
NavigatetotheHeader
region.
Updatethedetailsinthe
3.3.1 Updatethedetails(e.g.Win TheOpportunitydetailswillbeupdated.
Headerregion.
Probability,SalesStage)
Savethechanges.
Assessthesituation
3.4
Reviewtheopportunity,anddecidewhethertoofferaquotetotheprospect.
Thisprocessiscarriedoutoff
3.4.1
thesystem
Step4:SolutionProposal
Step4:SolutionProposal
OverviewoftheSteps
IdentifyRequirement
ProposeSolution
GaugeInterest
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Steps
4. SolutionProposal
4.1 IdentifyRequirement
4.2 ProposeSolution
4.3 GaugeInterest
IdentifyRequirement
4.1
HavingreviewedtheOpportunityitisnecessarytoproposeasolution.
Viewthedetailsrecordedagainstthe
4.1.1 ReviewthePurchaseInterest (T)PurchaseInterest
PurchaseInterest
Identifypotential/alternativesolutions
4.1.2 (Thisstepisnotcoveredinthedemo
video)
Proposeasolution
4.2
Basedontheinvestigation(4.1.2)identifyasolution.
Asnecessary,updatethedetailsinthe
PurchaseInterestregion.
4.2.1 Saveanychangesmade.
(Thisstepisnotcoveredinthedemo
video)
GaugeInterest
4.3
Basedontheoutcomeofthediscussionswiththeprospect,gaugetheinterestinwhatisbeingproposed.
NavigatetotheHeader
region.
Updatethedetails(e.g.Win
Probability,SalesStage)
Savethechanges.
Basedondiscussionswiththeprospect,
4.3.1 updatethedetailsintheHeaderand (T)Contact TheOpportunitydetailswillbeupdated.
ContactNotesregion.
(B)ContactNote
Enterdetailsrelatingto
discussionswiththe
prospect.
Savethechanges.
Step5:ConvertOpportunitytoQuote
Step5:ConvertOpportunitytoQuote
OverviewoftheSteps
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ConverttheOpportunitytoaQuote
UpdatetheQuote
Steps
5. ConvertOpportunitytoQuote
5.1 ConverttheOpportunitytoaQuote
5.2 UpdatetheQuote
ConverttheOpportunitytoaQuote
5.1
WhensatisfiedthattheOpportunityhasarealisticchanceofsuccess,converttheOpportunitytoaQuote.
TheCreateQuotefromOpportunitypopup
5.1.1 ConverttheOpportunitytoaQuote. (B)CreateQuote
isdisplayed.
Verifythatthedetailsdisplayedareas
5.1.2 Theagreeddetailsareasdisplayed.
agreedwiththeprospect.
TheQuotingscreenisdisplayed,showingthe
5.1.3 CreatetheQuote (B)CreateQuote
detailsofthequote.
UpdatetheQuote.
5.2
Verifythedetails,andupdateasapproproiate.
Thisstepisnotcoveredinthedemo
5.2.1
video.
Step6:NegotiatePrice
Step6:NegotiatePrice
OverviewoftheSteps
PresentQuotetotheProspect
NegotiatethePrice
Steps
6. NegotiatePrice
6.1 Presentthequotetotheprospect.
6.2 Negotiatetheprice.
Neithertopiciscoveredinthedemovideo.
6.1 Presentthequotetotheprospect.
Sendthequotetotheprospect.
6.1.1
Thisprocessiscarriedoutoffthe
system
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Negotiatetheprice.
6.2
Oncetheprospecthasreviewedthequote,theremaybetheneedtonegotiateonthedetails,andtoupdatethesystem
accordingly.
(T)QuoteLines
Updatetheinformation
Negotiateanypricechangewiththe
6.2.1 againstthequotelineas Changeswillbesaved.
prospect.
agreed.
Saveanychangesmade.
Step7:FulfillmentOptions
Step7:FulfillmentOptions
OverviewoftheSteps
RecordthePayment,andShippingOptions
Steps
7. FulfillmentOptions
7.1 VerifytheQuotedetails,andaddthePaymentandShippingdetails.
(T)QuoteHeader
Reviewthedetails.If
satisfiedwiththeinformation
navigatetotheSummary
dropdown.
SelectPayment,Shipping.
ReviewthedetailsintheQuoting Enterthefollowing: TheQuoteHeaderdetailswillbedisplayed.

screen.
7.1.1
PaymentType=Cash ThePayment,Shippingdetailswilldisplay
SetthePaymentandShippingdetails. intheQuoteHeadertab.
RequestedDateType=
Arrival
RequestedDate=[adatein
thefuture]
ShippingMethod=UPS

Savethechanges.
Step8:BookOrder
Step8:CreatetheSalesOrder
OverviewofSteps
Createasalesorder
Steps
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Step ProcessStepDescription PathandAction ExpectedResults
8. CreateaSalesOrder.
8.1 CreateaSalesOrderfromtheQuote.
TheSalesOrderandassociatedlineswill
becreated,inBookedstatus.
8.1.1 FromtheQuotingscreengeneratethesalesorder. (B)PlaceOrder
MakeanoteoftheOrderNumber,which
willbeneededforthenextstep.
(R)OrderManagement
SuperUser,Vision
Operations(USA)
(N)Orders,Returns:Order
Organizer
TheOrdersWorkbenchopens.
EntertheOrderNumber
TheFindOrders/Quotespopupwillbe
OpentheSalesOrderWorkbench,andreviewthe (from8.1.1)intotheFind
8.1.2 displayed.
orderdetails. Orders/Quotespopup,and
executethesearch. TheOrderOrganizerwilldisplaytheorder
summary.
(B)Find
SelecttheSalesOrderof
interest.
(B)Open
8.1.3 ReviewtheLinedetails. (T)LineItems TheLinedetailswillbedisplayed.
(B)Actions
SelecttheoptionView
Adjustmentsfromthelist
ofvalues.
8.1.4 Verifythepricingdetails. TheAdjustmentspopupwillbedisplayed.
(B)OK
Reviewtheadjustments
(whichaffectthepricethe
customerwillbecharged).
Theformwillclose,andcontrolwillbe
8.1.5 Closetheform. Closetheform.
returnedtotheresponsibilitymenu.
Step9:ReleaseOrderforPicking
Step9:ReleaseOrderforPicking
OverviewofSteps
ReleasetoWarehouse
GenerateWarehouseDocumentation
29/06/2016 Note:1628024.2
PicktheItems
Steps
9. ReleaseOrderforPicking
9.1 ReleasetoWarehouse
9.2 GenerateWarehouseDocumentation
9.3 PicktheItems
ReleasetoWarehouse
9.1
Passtheorderdetailstothewarehousesothatthegoodscanbepicked.
UsetheShippingTransaction
(N)OrderManagementSuper TheShippingTransactionformwill
9.1.1 screentoPickReleasethe
User>Shipping>Transactions open.
order.
EntertheFromOrderNumber
Queryfortheorder(from field. Theorderdetailsaredisplayedinthe
9.1.2
8.1.1above). Lines/PNstab.
(B)Find
Generatethewarehousedocumentation,andpicktheitems.

9.2and9.3
WhenperformingthePickRelease,theapplicationisconfiguredtogenerateaseriesofconcurrent
requestswhichproducethenecessarydocumentation.
SelecttheLaunchPickRelease
fromtheActionslistofvalues AMessagespopupwillbe
displayed,showingthePickRelease
9.3.1 PickReleaseOrder.
(B)Go ConcurrentRequestshasbeen
launched.
(B)OK
(M)View:Requests TheFindRequestpopupwillbe
displayed.
(B)Find

Monitortheprogressofthe
concurrentprocessesuntiltheyare Therequestsfortheuserwillbe
9.3.2 allcomplete. displayed.
concurrentprocesses.
Theconcurrentprogramswill
generatethewarehouse
documentation. Theformwillclose,andcontrolwill
bereturnedtotheShipping
ClosetheRequestsform. Transactionsform.
Step10:ShipConfirm
ShipSalesOrder
OverviewofSteps
ShipSalesOrdertoCustomer
Steps

29/06/2016 Note:1628024.2
10. ShipSalesOrder
10.1
GeneratetheShippingdocuments
10.2
ShipConfirm

(WhenperformingtheShipConfirm,theapplicationisconfiguredtogenerateaseriesofconcurrentrequestswhich
producethenecessarydocumentation.,sobothactionswillbeconsideredtogetherbelow).

10.1 GeneratetheShippingdocuments
UsetheShippingTransaction (N)OrderManagementSuperUser>
10.1.1 TheShippingTransactionformwillopen.
screentoShipConfirmtheorder. Shipping>Transactions
EntertheFromOrderNumberfield.
Queryfortheorder(from8.1.1 Theorderdetailsaredisplayedinthe
10.1.2
above). Lines/PNstab.
(B)Find
(T)Delivery TheConfirmDeliverypopupwillbe
displayed.
SelectShipConfirmfromtheActionslist
ofvalues
(B)Go Amessagespopupwillbedisplayedwith
10.1.3 ShipConfirmtheOrder themessage:Deliverywassuccessfully
IntheShipOptionsregionselectthe confirmed.
ShipAllradiobutton.

(B)Ok
TheShipConfirmConcurrentRequests
(B)OK Launched
TheFindRequestpopupwillbe
displayed.
(M)View:Requests

(B)Find Therequestsfortheuserwillbe
displayed.
Monitortheprogressoftheconcurrent
processesuntiltheyareallcomplete.
10.1.4
concurrentprocesses.
Theconcurrentprogramswillgeneratethe Theformwillclose,andcontrolwillbe
warehousedocumentation.
returnedtotheShippingTransactions
ClosetheRequestsform. form.
ClosetheShippingTransactionform.
returnedtotheresponsibilitymenu.
(R)OrderManagementSuperUser,Vision
Operations(USA)
(N)Orders,Returns:OrderOrganizer TheOrdersWorkbenchopens.
EntertheOrderNumber(from8.1.1)into TheFindOrders/Quotespopupwillbe
theFindOrders/Quotespopup,and displayed.
ReturntotheOrderWorkbench, executethesearch.
TheOrderOrganizerwilldisplaythe
10.1.5 andconfirmthecurrentstatusof
(B)Find ordersummary.
theorderline.
SelecttheSalesOrderofinterest. TheLinedetailswillbedisplayed
(B)Open TheShippingdetailswillbedisplayed,
withastatus=Shipped.
(T)LineItems
SelecttheSubtabShipping
10.1.6 ClosetheSalesOrderform
returnedtotheresponsibilitymenu
29/06/2016 Note:1628024.2
Step11:CarrierActivities
Step11:CarrierActivities
OverviewofSteps
Carrierpicksup,anddeliversgoods.
Steps
11.0 CarrierActivities
Carrierpicksup,anddeliversgoods.
11.1
Teseactionsarecarriedoutoutsidetheapplication,andarenotcoveredinthedemovideo.
Step12:InvoiceCustomer
Step12:InvoiceCustomer
OverviewofSteps
AutoCreateInvoice
Steps
12. InvoiceCustomer
AutoCreateInvoice
12.1
Runtheautocreateinvoiceprocesstogenerateandsubmitaninvoicetothecustomer.
((R)OrderManagement
SuperUser,Vision
Operations(USA)
InvoketheRun
Autoinvoiceprocess.
SelecttheSingleRequest
radiobutton.
(B)OK TheSubmitaNewRequestpopupis
displayed.

TheRunAutoinvoicewindowappears.
12.1.1 InvoketheRunAutoinvoiceprocess. SelecttheReport
AutoinvoiceMaster TheParameterspopupisdisplayed.
Program
TheMasterprogramruns.Indoingsoit
(B)OK triggersmultiplerequests.
Enteravalueforthe
InvoiceSourceparameter
=ORDERENTRY
EntertheDefaultDate
parameter=(todaysdate)
(B)OK
29/06/2016 Note:1628024.2
(B)Submit
(M)View:Requests
TheFindRequestpopupwillbe
(B)Find displayed.
concurrentprocessesuntil
MonitorprogressoftheRunAutoinvoice Therequestsfortheuserwillbe
12.1.2 theyareallcomplete.
processes. displayed.
Theconcurrentprograms

willgeneratethewarehouse
documentation. Theformwillclose,andcontrolwillbe
returnedtotheResponsibilitymenu.
ClosetheRequestsform.
EntertheFromOrder
Numberfield.
(B)Find
(T)LineItems
Theorderdetailsaredisplayedinthe
Lines/PNstab.
NavigatetothePricing ThePricingsubtabwillopendisplaying
subtab therelevantdetails.
TheActionspopupwillbedisplayed.
(B)Actions TheAdditionalLineInformationpop
upwillbedisplayed.
RequerytheSalesOrder,andconfirmthecurrent
12.1.3
data. Thesummaryinvoicedetailswillbe
Selecttheaction displayed.
AdditionalLine
Information Theinvoicedetailsaredisplayedinthe
Transactionswindow.
(B)OK
Theinvoicelinedetailsaredisplayedin
theLineswindow.
(T)Invoices/Credit TheSalesOrderdetailsaredisplayedin
Memos theSalesOrdertab.
(B)InvoiceDetails
(B)LineItems
(T)SalesOrder
Theformswillclose,andcontrolwill
12.1.4 Closetheform. Closeallforms.
returntotheResponsibilitymenu.
FlowDemonstration
FlowDemonstration
Toseean11.5minutevideodemonstatingthestepscoveredbytheSalesLeadtoCashflowpleaseclickonthefollowinglink.
VideoLeadtoCashFlowDemonstration(11:36)
SalesLeadtoCash
29/06/2016 Note:1628024.2

ThefollowingstepsdescribeabasicsetupusedtoenabletheSalesLeadtoCashflowonaVisioninstance,soitisassumedthatmanyofthesetupswhichwouldberequiredonanewinstancewillalreadybeinplace.Ortoputitanotherway,thesearenotdesignedto
beacomprehensive,orevenrecommended,guidetoallpossibleapproachestoeithersetuporprocess.
ForfurtherdetailsonsetuppleaserefertotherelevantUserandImplementationGuides
Thissectioncoversthefollowing:
Action Comments AssociatedMaterial
Creatingcustomers
Createcustomerandcontact Createacustomerandcontactusingthe
relevantbuttonsontheeBusinessCenter
screen.
Associatethepricelistwiththecustomer. Associatethepricelistwiththecustomer, Associatingapricelistwithacustomer

sothattheitemcanbeaddedtoaQuote.
Othersetuptasks,whichitisassumedhavebeencompleted,are:
Action Comments AssociatedMaterial
Createitem Followtheinstructionsinthe Inventorymanual:CreateItem

Inventoryguidestocreatea
newitem.Forthepurposesof
thisflowitisnecessarythatthe
itemshouldbeanorderable,
stockeditem.
Assignitemtoorgs ThisiscoveredintheInventory Inventorymanual:Assignitem

Guide. toorgs
Addtheitemtothepricelist. Addtheitemtothepricelist. OrderManagement:Createa

simplepricelist
PerformaMiscellaneous PerformaMiscellaneous Inventorymanual:Miscellaneous
Receipt. Receipttoputstockinto Receipts
inventory,readyforpicking
andshipping

Step1:SetupCustomerandContactDetails
SubFlowDemonstration
ToseeanshortvideodemonstratingthesetuprequiredtoenabletheSetupofCustomerandContactDetailssubflowpleaseclickonthefollowinglink.ThisvideofocusesontheuseoftheContact
Centertocreatethecustomerandcontactdetails.SimilarstepscanbeperformedfromtheEBusinessCenter.
VideoSetupoftheCustomerandContact(04:20)

DetailsoftheprocessfordefiningandmaintainingCustomerinformationareavailableintheOracleTeleServiceImplementationandUserGuide(Chapter21SettingUpDisplayofCustomer
Information),whichisavailablefromhere.
CreatetheCustomerandContactDetails
OverviewofSteps
AccesstheContactCenter
EntertheContact,CustomerandPersondetails
AddtheAccountdata
Savethedata
Amendtheentereddata
SetupSteps
ProcessStep
Step PathandAction ExpectedResults
Description
Logintothe (url=http://<machine>:<port>)
applications,and ClickonEBusinessHomePage
Enterusernameandpassword The'PersonalHomePage'willbedisplayed,showingthe
29/06/2016 Note:1628024.2
1.1 connectusinga Select(B)Connect menuoptionsfortheselectedResponsibility
suitable SelectCustomerSupportVision
responsibility Operationsresponsibility
SelecttheContactCenterfromthemenu
OpentheContact ontheHomepage(usingthepath
1.2 TheContactCenterwillopen,displayingnodata.
Center CustomerManagement>Contact
Center)
Createthe
1.3 Customer,Contact, Selectthe(B)CreateContact The'CreateContact'popupscreenisdisplayed
andPersondetails
Populatethefollowingfieldswiththe
data:
Type=Organization
Name=LocearCorporation
Phone=16505067000
(Whenenteringthecountrycode,the
'PhoneCountryCode'ListofValueswill
appear,anditisnecessarytoselectthe
correct(US)value)
SiteName=LocearHQ
AddressUsage=InstallAt
EntertheCustomer Country=UnitedStates
1.4 CustomerInformationdetailswillbedisplayed
Information
SelecttheAddressellipsis(...)
data:
AddressLine1=501LocearParkway
City=RedwoodCity
County=SanMateo
State=CA
PostalCode=94065
Select(B)OK
Ifthe'CreateAccount'checkboxis
ticked:
populatethefollowingfieldswithdata:
EntertheAccount
1.5
information OperatingUnit=VisionOperations
AccountNumber=LOC001
AccountName=LOCEAR
Location=RedwoodCity
NavigatetotheContactInformation
block.
data:
Title=Dr
EntertheContact First=Jane Severalfieldswillhavedefaultedfromthedataenteredin
1.6
Information Last=Devlin theCustomerInfoblock.
Relation=EmployeeOf
Email=j.devlin@locear.com
Notehowtheaddressdetailsfromthe
CustomerInfoblockdefaultintothe
addressfortheContactInfo.
NavigatetothePersonalInformation
block.
data:
AddressUsage=Home
Country=UnitedStates
SelecttheAddressellipsis(...) ThedetailsfortheCustomerInformation,Contact
EnterthePersonal Information,andPersonalInformationwillbesaved,anda
1.7
Information Populatethefollowingfieldswiththe popupNotewillappearconfirmingtheuserandaccount
data: informationwhichhasbeencreated.
AddressLine1=75BonitaLane
City=FosterCity
County=SanMateo
29/06/2016 Note:1628024.2
State=CA
Press(B)OK
Press(B)Save
Returntothe
1.8 ContactCenter Press(B)OK FocuswillreturntotheContactCenterform.
form
Step2:CustomerAccountSetupandValidation
SubFlowDemonstration
Toseeanshortvideodemonstratingthestepsnecessarytoconfirm/amendthesetupoftheCustomerAccountusedinthisflowpleaseclickthefollowinglinks:
VideoSetup/verificationoftheCustomerAccountdetails.(03:13)
VideoSetup/verificationofBusinessProcessandSiteUsedetailsforacustomer.(01:49)
Confirmation/amendmentofCustomerDetails
OverviewofSteps
Stepstovalidatethecustomeraccountdetails
Steps
ProcessStep
Step PathandAction ExpectedResults
Description
(url=http://<machine>:<port>)
Logintothe
ClickonEBusinessHomePage
applications,and The'PersonalHomePage'willbe
Enterusernameandpassword
2.1 connectusinga displayed,showingthemenuoptionsfor
Select(B)Connect
suitable theselectedResponsibility
SelectServiceContractsManager,VisionEnterprises
responsibility
responsibility
OpentheCustomer
2.2 (N)Setup>Customers>Standard TheCustomerhtmlscreenwillopen
screen
Executeasearchfortherequiredcustomerbyenteringthe
followingvaluesintotheavaialbefields:
Retrievethedetails
Name=Locear% Thescreenwilldisplayallcustomers
2.3 forthecustomerof
thatmeetthesearchcriteria
interest
Press(B)Go
Selecttherequiredcustomerfromthereturnedlist.
Selectthecustomerofinterestbyselectingtheradiobutton TheCustomerwillbeselected,andthe
Selectthecustomer fortheappropriaterecord.(Intheeventthatstep5.3returns accountinformationforthecustomer
2.4
ofinterest onlyonecustomer,thisrecordwillalreadyhavetheradio willbedisplayedintheAccountsregion
buttonselected) ofthescreen
FromtheAccountsregionreviewthesummarydetails,and TheUpdateAccountpagewillbe
Validatetheaccount
thenclicktheDetailsicon. displayedshowingtheaccountdetails
2.5 details,andselect
therequiredsite
TheAccountSitedatawillbedisplayed
TheCustomerAccountpagewillbe
OntheAccountspagevalidatethedetails,andthenfromthe
displayed,showingtheLocation,
2.6 SitestabselecttherequiredsitebyclickingontheSite
AccountSiteInformation,anddataon
Detailsicon.
theSiteDetailstab
Validatethe
2.7 Navigatetothe(T)BusinessPurposes TheBusinessPurposeswillbedisplayed
BusinessPurposes
Select(B)AddAnotherRow
29/06/2016 Note:1628024.2
Enterthefollowinginformation:
Purpose=BillTo The'BillTo'purposewillbecreated
Primary=Y
SelecttheDetailsicon
AddtheSalesperson'Able,Ms.Marsha'totheSiteUse TheSalespersonwillbedefined
CreateBusiness Detailsregion
2.8 Purposesfor'BillTo'

and'ShipTo' (B)Applythechanges
The'ShipTo'purposewillbecreated
Select(B)AddAnotherRow

Enterthefollowinginformation:
Confirmationthatyourchangeshave
Purpose=ShipTo beensavedwillbedisplayed
BillToLocation=RedwoodCity
Primary=Y
(B)Applythechanges
ControlwillbereturnedtotheForms
2.9 Closethescreen SelecttheCloseWindowlink
menu
RelevantProductDocumentation
LinkstorelevantProductUserandImplementationguidestoassistwithsetupoftheSalesLeadtoCashflow
InventoryUser'sGuide
OrderManagementImplementationGuide
OrderManagementUserGuide
29/06/2016 Note:1628024.2
Hotspots
WhatAreHotspots?
HotspotsareareaswithintheSalesLeadtoCashflowthathavebeenidentifiedasrequiringspecialattentionorexplanation.Theseareashavebeenindentifiedforanumberofreasons:
Complexinteractionbetweenmultipleproducts:Whereaparticularpieceoffunctionalityspansmultipleproducts,itisnotalwaysimmediatelyclearwhichproductsaredirectly,orindirectly,
involved,howtheyinteract(i.e.whatistheflowofcontrolanddata)andwhatsetupmustbeconsideredwhenimplementingthefunctionality.
Highissuerediscovery:Wheremultipleparties,bothinternalandexternal,viaforums,communitiesandservicerequestsareaskingsimilarquestionsofparticularareasofproductsetup.Whilst
thenoteisnotintendedtolistbugfixes,patches,etc.,itdoeslooktoaddresscommonsetupissuesandalsoassistwithtroubleshootingparticularlyviathelinkstorelevantsectionsoftheOracle
documentation.
WhatDotheHotspotPagesContain?
Eachofthepages(TCA,Sales,OM,Receivables)relatetoaspecifichotspotandaimtogivedetailsonhowtounderstand,setupandtroubleshootthatparticulararea.Eachpagecancontainthe
following:
Overview:Whatisthehotspot,whatproductsareinvolvedand,fromahighlevel,howdotheyinteract.
DiagnosticsDocs:Listsanydiagnosticsnotes(fromeitherDiagnosticTestCatalogfor12.1.3(DocID1083807.1)orstandalonediagnosticsscripts)directlyrelatedtotroubleshootingthe
hotspot.
Troubleshooting:adynamiclistofpublishedtroubleshootingnotesrelatedtothehotspot.
ProductInformationCenters:alinktospecificProductInformationCentersrelatedtotheproductsintergraltothehotspot.Thesenotesprovidefurtherdetailsontheproductandrelated
troubleshooting.SeeEBusinessSuiteProductInformationCenterIndex(DocID444.1)formoredetails.
OracleProductDocumentation:linktospecificchaptersinthe12.1.3Productdocumentationdirectlyrelatedtothesetupofthehotspot.
TradingCommunityandTCA
Overview
TheTradingCommunityArchitecture(TCA)isOraclescentralcustomerdatarepositoryitiseffectivelytheEBSCustomerMaster.TheTCAstoresdatarelatingto
entitiessuchasCustomers,Contacts,Employees,Partners,Prospects,andSuppliers.
TheTCAisanArchitectureaswellasaModelitisnotaModule.SousersdontlogintoTCA,onlyintoscreenswhichusetheTCAdata.
TheTCAcomprisesthreelayers.
AtthelowestlevelistheTCAdatamodel,constructedontheHZschema.
LyingabovethisschemaisanEnablingInfrastructurelayer.Thisconsistsof:
CommonPartyUIComponents,whichallowuserstolookintoTCAthroughacommonsetofuserinterfaces.
ADataQualityManagementtool(DQM)whichisusedforcleansingofdataanddeduplication.
D&BintegrationfunctionalitywhichsupportsrealtimeandbatchupdatestocustomerandprospectdatafromDunandBradstreet.
AnumberofAPIswhichsupportintegrationbetweentheTCAdatamodelandOracleEBusinessSuiteaswellas3rdpartyapplications.
AtthetoplevelaretheeBusinessSuitemoduleswhichdisplayandupdatetheTCAdata.
ThecombinationoftheTCAdatamodelandtheTCAEnablingInfrastructuresupportagreatmanyEBusinessSuiteapplications(notjustthoseshownbelow).
29/06/2016 Note:1628024.2
TCADataModel
ThekeyentitiesintheOracleTradingCommunitydatamodelare:
Party:anentitythatcanenterintobusinessrelationships,whichmaybeanOrganization,Person,orGroup.
Location:apointingeographicalspacedescribedbyastreetaddress.
PartySite:linksapartywithalocation,indicatingthatpartysusageofthelocation(e.g.theaddressmaybeusedasthecorrespondenceaddress).
Contact:apersoninthecontextofanorganization,modeledasarelationshipbetweenanorganizationandapersonaswellasbetweentwopeople.
PartyRelationship:abinaryrelationshipbetweentwopartiessuchasapartnership.Forexample,JaneDevlinisadistinctpersonpartyandLocearCorp.isadistinct
organizationparty.'JaneDevlinatLocear'isalsotreatedasapartyofthetyperelationship.
ContactPoint:ameansofcontactingaparty,forexample,aphonenumber,emailaddress,orfaxnumber.
CustomerAccount:modelsacustomerrelationshipbetweenthecompanydeployingOracleApplicationsandaparty.
CustomerAccountSite:apartysitethatisusedwithinthecontextofacustomeraccount,forexample,forbillingorshippingpurposes.
CustomerAccountContacts:apartycontactthatisusedwithinthecontextofacustomeraccount.
LinktotheSalesprocess
ThefirstscreenusedintheSalesLeadtoCashbusinessprocessflowistheeBusinessCenter,whereauserqueriesthedatabasetoretrievedetailsofaParty
Relationship.AstheeBusinessCenterispartoftheSalesmodule,hopefullyfromtheabovegraphic,itwillbeunderstoodthatthisscreenwillfeedfromtheTCA.
LinktoFinancials
OracleReceivablesispartoftheFinancialsgroupofproductswithintheeBusinessSuite.TheTCAandrelatedfunctionalityfallsundertheumbrellaofOracle
Receivables,sowhileTCAdataisusedacrossmanyEBSproducts,formaintenancepurposestheTCAdataisconsideredtobe"owned"by,ortheresponsibilityof
Receivables.
TCADiagnosticsDocs(3)
DiagnosticsScriptstoassistinthetroubleshootingofTCAissues
OracleTradingCommunity:TCAAPIOverview,Setup,SampleScriptsandTroubleshooting[Document1637029.2]
CustomerInterface[Document732196.1]
29/06/2016 Note:1628024.2
PartyData[Document732199.1]
Pleasenotethatalthoughsomeofthesescriptsmayreferenceearlierversionsoftheapplications,atthetimeofwriting,thesescriptsarestillvalid.
TCATroubleshooting(2)
APITroubleshoot
TCAAPIError:ListingofAPIErrors[Document1462348.1]
OracleTradingCommunity:TCAAPIOverview,Setup,SampleScriptsandTroubleshooting[Document1637029.2]
ProductInformationCenter(1)
ProductInformationCenter
InformationCenter:OverviewandUseofCustomerWorkbenchinOracleReceivables(AR)andTradingCommunityArchitecture(TCA)[Document1448442.2]
RelatedProductInformationCenters(5)
ProductInformationCentersforproductsrelatedtotheTCA
InformationCenter:OracleSales&Telesales(Sales,SalesOnline,SalesOffline,SalesIntelligence,Telesales)[Document1269230.2]
InformationCenter:QuotingandOrderCapture[Document1275311.2]
InformationCenter:OrderManagement[Document1395754.2]
InformationCenter:OracleInteractionCenterFamilyProducts[Document1271155.2]
InformationCenter:AdvancedPricing[Document1393917.2]
TCAWhitePaper(1)
TCAWhitePaper
AWhitePaperonCreatingCustomersusingCustomerInterface(RACUST)versusTCAAPI
OracleDocumentation(5)
LinkstoOracleDocumentationrelatedtotheTCA
OracleReceivables
OracleTradingCommunityArchitectureAdministrationGuide
OracleTradingCommunityArchitectureReferenceGuide
OracleTradingCommunityArchitectureTechnicalImplementationGuide
OracleTradingCommunityArchitectureUserGuide
RecommendedNotes(2)
OracleReceivables:OverviewoftheCustomerForminRelease12[Document1436547.1]
CustomersWorkbenchSearchHelper[Document1472274.1]
29/06/2016 Note:1628024.2
APIs(1)
Troubleshoot
|
NewDocs
|
Webcast
TCAAPIError:ListingofAPIErrors[Document1462348.1]
HowtoInsertaCustomerInformationwithProfileandProfilesAmounts(Nodefaultvalues)InformationUsingTCAAPI?[Updated:01/22/2015]
UpdatingCustomerSiteGettingErrorMessageORA06502AndORA01403:NoDataFound[Updated:07/30/2014]
DataQualityManagement:WhileRunningCustomer/SupplierConversionErrorisRaised:ORA20001:OnlyonependingConcurrentRequestisAllowedFor
ARHDQMSSatAnyGivenTime[Updated:10/08/2013]
HowDoestheProfileOptionHZ:DUPLICATEALLOWEDWork?[Updated:06/18/2013]
CanICallThe'CreditMemoApprovalWorkflowWithAME'APIFromTheReceivablesTransactionForm?[Updated:03/14/2013]
15of9 ShowAll
UsingTradingCommunityArchitecture(TCA)ApplicationProgrammingInterfaces(APIs)forCustomerDataCreation
Communities,Twitter,Blogs&Facebook(4)
OracleReceivablesCommunity
FollowusonTwitter!
EBusinessSuiteBlog
EBusinessSuiteSupportFacebook
Telesales
OracleTelesales
OracleTelesalesisaninsidesalesapplication,designedforcontactcenterusers.
Itprovidesasetoftoolstomanagethesalescycle,fromprospectingtobookingorders.
Keyfeaturesincludecontact,task,lead,opportunity,quoteandordermanagement,aswellaseventregistrationandcollateralfulfillment.
CampaigntoCash
Usingbothsalesandmarketingdata,OracleMarketinggeneratestargetlists,createscampaigns,assignscallguides,andtargetstheexecutionofthecampaignsacrossall
channels:contactcenter,web,andfieldsales.
Telesalesagentsexecutethesecampaignsinthecontactcenterforbothinboundandoutboundcallcampaigns.
Leadsarecreated,rankedandimmediatelyroutedtothecorrectsalesrepresentativesbaseduponterritorydefinitions.
Qualifiedleadsareconvertedintosellingopportunities,andbudgetaryandsalesinformationareupdatedforaccurateanduptodateforecasting.
Quotescanbecreatedusingtheopportunityinformation.
Additionalpriceadjustmentsandterms/conditionscanbeappliedtothequotesbeforeplacingtheorder.
Orderplacementtriggersbackendapplicationsforshipping,inventorymanagement,andpayment.
Whetheritsalongsalescycle(LeadtoOpportunitytoQuotetoOrder)orshortsalescycle(CalltoOrder),OracleTelesalesmaintainscampaigninformationwitheach
transactionforaccurateROIanalysis.
LeadManagement
29/06/2016 Note:1628024.2
WithOracleTelesales,prospectscanbeconvertedintopredictablesalesleadsacrosstheenterprise.
ThecentralLeadsManagementEngineautomaticallymanagesthegenerationofleads,evaluating,distributingandtrackingtheminrealtime.Thisenginealsotracks
leadfollowupacrossOracleMarketingandPartnerRelationshipManagementsolutions.

OpportunityManagement
OracleTelesalesprovidesopportunitymanagementfeaturesforsellingcyclesthatrequirefollowup.
Itallowsagentstosuccessfullymanagetheirsalesactivitiesbeyondjusttrackingpurchaseinterest.
Thesalesteamisawareofthenecessarytaskstobeperformedateachsalesstage.Salescreditsforeachpurchaseinterestcanbesharedamongtheteammembers,
ensuringaccuratesalesforecastingandcompensation.
Agentscanrespondtocustomerenquiriesforproductsandservicesbygeneratingproposalsdirectlyfromanopportunity.
Whetheradealiswonorlost,thewin/lossanalysisfeatureprovidestelesalesagentstheabilitytoassesswhyandhowadealwasclosedornotcompetitionandcustomer
decisionfactorsarerecorded.
Theinformationgatheredduringthesalesprocessisvaluablenotonlytoothersalesagentsinsimilarsellingopportunities,butalsotosalesmanagementtocreatefuture
salesstrategiesforbetterwinrates
KeyIntegrationModules
OrderManagement
Inventory
TradingCommunityArchitecture(TCA)
Receivables
WhenaLead,Opportunity,orQuoteiscreated,variousintegrationsoccur:
TCAisusedtoretrieveorstorecustomerinformation.
Inventoryisusedtocheckfortheexistenceoftheitem,andforAvailabletoPromiseinformation.
OrderManagementisinterfacedinordertofulfilltheorder.
Receivablesisused,bothastheowneroftheTCAdata,andasthesourceofaccountinformation.
TelesalesProductInformationCenter
InformationCenter:OracleSales&Telesales(Sales,SalesOnline,SalesOffline,SalesIntelligence,Telesales)[Document1269230.2]
ProductInformationCentersforproductsrelatedtoiStore
29/06/2016 Note:1628024.2
InformationCenter:QuotingandOrderCapture
RecommendedandLatestPatchListingsforIncentiveCompensation,Sales&Marketing,ChannelRevenueManagement,Quoting,OrderCaptureandiStore
[Document1572216.1]
LinkstoOracleDocumentationrelatedtoCharges
iStoreImplementationGuide
iStoreQuickReferenceGuide
AdvancedPricingImplementationGuide
QuotingImplementationGuide
OrderManagement
OracleOrderManagementisanordertocashsolutionthatprovidesthecapabilitiesforcustomers,partnersandemployeestoselecttherightproductsandservices,
negotiatethebestpricesandensuretimelyfulfillment.
TheOrdertoCashProcess
Thequotetocashprocess(whichisasubsetoftheSalesLeadtoCashflow)typicallyconsistsofthreemaintasks:
CapturingthePerfectOrderwhichconsistsoffunctionssuchasproductselection,configuration,pricing,promotionsandcross/upsell.
OrchestratingFlawlessFulfillmentwhichconsistsofworkflowlogictodeterminehowaspecificorder/orderlineshouldbeprocessed.
ExecuteTimelyFulfillmentwhichrequiresorderinformationtoflowtobackendsystemssuchasmanufacturing,inventory,procurement,andfinancials.
TheOracleOrderManagementandShippingExecutionsolutionallowsthecreationofanintegratedordertocashprocessacrossthesethreestepsbyprovidingthe
followingcapabilities:
Accuratecaptureofcustomerordersacrossmultiplechannels.
Streamlinedorchestrationoforderdetailsforseamlessfulfillmentexecution.
Communicationoforderstatusinformationtocustomersthroughouttheorderlifecycle.
Efficientshipmentplanningandconfirmation.
TheintegratedordertocashprocessprovidedbyOracleOrderManagementwillallowcompaniestorealizebenefitsthatinclude:
Enhancedcustomerexperiencethroughselectionoftherightproductattherightprice,accurateorderpromisingandautomaticorderstatusupdatesfromfulfillment
systemstomultiplechannels.
Reducedoperationalcoststhroughfasterorderentry,reducedordererrorsandreducedmanualstepsforfulfillmentprocessing.
Increasedrevenuethroughtargetedcross/upselling,marginmaximizationandfasterorderfulfilment.
AdvancedPricing
Tax
Inventory
TradingCommunityArchitecture(TCA)
Receivables
Quoting
Whenanorderiscreatedvariousintegrationsoccur:
OMusesTCAtoretrieveorstorecustomerinformation.
OMusesAdvancedPricingtopricetheorderandapplyandpricingmodifications.
OMusesInventorytocheckAvailabletoPromiseinformation.
QuotinginterfacestoOMtofulfilltheorder.
OMusesReceivablestoregisterthefinancialcommitment.
29/06/2016 Note:1628024.2
ProductInformationCentersforproductsrelatedtoOrderManagement
InformationCenter:QuotingandOrderCapture[Document1275311.2]
InformationCenter:InventoryManagement[Document1381258.2]
[Document1572216.1]
AssociatedAdvisors(1)
AssociatedAdvisors
OrdertoCashAdvisor:EBusinessSuite(EBS)OrderManagement(OM)[Document1485968.1]
LinkstoOracleDocumentationrelatedtoCharges
OracleOrderManagementUser'sGuide
29/06/2016 Note:1628024.2
OracleReceivables
OracleReceivablesformsthelastpartintheflow..
TheOrdertoCashProcess
Thequotetocashprocesstypicallyconsistsofthreemaintasks,thelastofwhichis:
ExecuteTimelyFulfillmentwhichrequiresorderinformationtoflowtobackendsystemssuchasReceivables.
TheReceivablesmoduleallowsthecreationofacreditagainstthecustomer'saccountforthegoodsorservicesordered.Theintegratedordertocashprocessprovidedby
OracleOrderManagementwillallowcompaniestorealizebenefitsthatinclude:
Enhancedcustomerexperiencethroughselectionoftherightproductattherightprice,accurateorderpromisingandautomaticorderstatusupdatesfromfulfillment
systemstomultiplechannels.
Reducedoperationalcoststhroughfasterorderentry,reducedordererrorsandreducedmanualstepsforfulfillmentprocessing.
Increasedrevenuethroughtargetedcross/upselling,marginmaximizationandfasterorderfulfilment.
OrderManagement
Sales
Whenanorderiscreatedandprogressedtocompletion,variousintegrationsoccur:
OMusesTCAtoretrieveorstorecustomerinformation
OMinterfacestoReceivablestoregisterthefinancialcommitment.
Telesales(screenssuchastheeBusinessCenter,OpportunityCenter,andQuoteCenter)interfacestoReceivablestoretrievethefinancialandcustomerdata.
ProductInformationCenters
ReceivablesProductInformationCenters
InformationCenter:IndexofallInformationCentersforOracleReceivables(AR)11.5andlater
InformationCenter:OracleReceivables(AR):AutoInvoice
InformationCenter:OracleReceivables(AR):ReceiptsWorkbench
InformationCenter:OracleReceivables(AR):ReceivablesMonthEnd
29/06/2016 Note:1628024.2
InformationCenter:OracleReceivables(AR):TransactionsWorkbench
InformationCenter:OracleReceivables(AR):R12CriticalandRollupPatch
InformationCenter:EBSR12PeriodCloseAdvisor:Receivables
InformationCenter:OracleBillsPresentmentArchitecture(BPA)
RelatedProductInformationCenters
InformationCenter:iStore[Document1275329.2]
[Document1572216.1]
15of Show
6 All
LinkstoOracleDocumentationrelatedtoReceivables
iStoreImplementationGuide
29/06/2016 Note:1628024.2
RelatedFlows
RelatedBusinessProcessAdvisorNotes
TheBusinessProcessAdvisorknowledgebasewillbeexpandedthroughthecomingmonthstoencompassotherbusinessflowwithinOracleCRM.Asthesenotesarecreatedandpublished,theywill,
whererelevant,belinkedwithinotherexistingrelatedBusinessProcessAdvisornotes,tofurtherassistinthereader'sunderstandingofhowtheseflowsinterconnect.
Sofar,thefollowingAdvisorshavebeencreated:
BusinessFlows
Financials
Flows:
AutoInvoiceDebuggingFlowAdvisor:EBSReceivables(DocID1483249.1)
Sales
Flows:
TradePlanningandExecutiontoClaimSettlementEBSBusinessProcessAdvisor:CRMChannelRevenueManagement
[Video](DocID1602524.2)
ServiceExecution
Flows:
ServiceRequestCreationtoResolutionEBSBusinessProcessAdvisor:CRMService[Video] (DocID1589750.2)
SupplyChainManagement
Flows:
OrdertoCashAdvisor:EBusinessSuite(EBS)OrderManagement(OM) (DocID1485968.1)
HCM
Flows:
OracleTimeandLabor(OTL)toPayrollTimecardFlowAdvisor (DocID1494626.1)
EBSHRMSPayrollRetroPayAdvisor (DocID1482827.1)
USYearEndPatchFlowAdvisor:EBusinessSuite(EBS)HumanCapitalManagement(HCM)forUSLegislationpatching
(DocID1144633.1)
Therewillbeothers,andthetablebelowlistssomewhichareunderconsideration.Sowatchthisspace,oraddacommenttothisNoteidentifyingtheprocesswhichyouareinterestedinseeing
29/06/2016 Note:1628024.2
produced.

BusinessFlows
Financials
Flows: Functions: Products:
ExpenseReporttoInvoice Accounting Assets
SupplierInvoicetoPayment FinancialReports GeneralLedger
ReceipttoAssets CashManagement Payables
AssetstoDepreciation Analysis&Reporting Receivables
CustomerInvoicetoReceipt AssetManagement CashManagement
SubledgerJournalstoPost Payables InternetExpenses
BankStatementtoCashReconciliation Receivables
PeriodEndClosetoFinancialReports PeriodEndClose
InternetExpenses
Sales
InboundCalltoLeadforTeleSales InboundTeleSales TeleSales
LeadtoOpportunityforTeleSales Lead&OpportunityManagement Quoting
OpportunitytoOrderforTeleSales ProductPricing Sales
AuthortoSignServiceContract GlobalSalesForecasting
ExpiringContracttoRenewal ContractManagement
ChangeorTerminateContract ContractExpirations&Renewals
OpportunitytoForecasttoManagementRollup
ServiceExecution
ServiceRequestCreationtoResolution Customer&ContractEntitlements TeleService
ChargestoInvoice TelephoneServiceRequestManagement FieldService
RegistrationtoUserAccessforSelfSupport WebServiceRequestManagement MobileFieldService
MaintainAccounttoPersonalizeHomepage UserRegistration&Personalization iSupport
WebServiceRequesttoResolution Escalations ServiceContracts
ServiceContracttoEntitlement FieldService InstalledBase
ServiceEntitlementtoDispatch EngineerDispatch KnowledgeBase
ServiceRequesttoTaskResolution EngineerDebrief HumanResources
SupplyChainManagement
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PlantoReplenishMinMaxPlanning Replenishment Purchasing
OrdertoFulfillment OrderPromising iProcurement
RequisitiontoReceiptDirect OrderProcessing& OrderManagement
RequisitiontoReceiptIndirect OrderScheduling InventoryManagement
RequisitiontoServiceDeliveryFixedPrice ItemAvailability
RequisitiontoServiceDeliveryTimeBased Shipping
Purchasing
PurchaseContracts
VendorManagement
Approvals
Receiving
Projects
ProjectBudgettoProjectResourcing ChangeControl&IssueManagement ProjectManagement
ProjectResourcing Budgeting,Resourcing,Costing&Billing ProjectCollaboration
CollaborativeProjectChangeControl MSProjectsIntegration ProjectResourceManagement
ProjectExpendituretoRevenueRecognition RevenueRecognition ProjectCosting
AnalysistoProjectClosure CashflowManagement ProjectBilling
Deliverables Time&Labour
ForecastGeneration
WorkplanBudget&ActualsRollup
Generation
Performance,Exception&Program
Reporting
Maintenance
UnplannedWorktoMaintainAsset ScheduledMaintenance EnterpriseAssetManagement
PlannedWorktoMaintainAsset UnplannedMaintenance EBusinessIntelligence
AssetPurchasetoMaintenancePlan AssetPurchase FinancialsIntelligence
MaintenancePlanning&Scheduling PurchasingIntelligence
TrackableItems
MaintenanceTime&Costs
ResourcePlanning
MaintenanceBOMManagement

Sales Lead To Cash Payment

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Stage Description KeyProduct/Screen (M)andatory,(R)ecommended,(O)ptional

LeadtoOpportunity Initialcommunicationfromacurrent/potential Sales(AST)/EBusinessCenter Mandatory:TheEBusinessCenter(partoftheSales

OpportunitytoOrder MaintenanceofanOpportunity. Sales(AST)/OpportunityCenter Mandatory:TheOpportunityCenterenablesthe

ConversionoftheOpportunitytoaQuote. OracleQuoting(QOT)/Quote Mandatory:TheQuotingmoduleprovidesthe

OrdertoCash ReleasetheSalesOrderLinestothewarehousefor OrderManagement(ONT) Mandatory:TheOrderWorkbenchincludesfucntios

Sales Financials SupplyChain Service

Steps ProcessStepDescription PathandAction ExpectedResults

OpentheeBusinessCenter (R)TeleSalesAgent TheeBusinessCenterformwillbedisplayed,showingthe

Steps ProcessStepDescription PathandAction ExpectedResults

Steps ProcessStepDescription PathandAction ExpectedResults

Steps ProcessStepDescription PathandAction ExpectedResults

Steps ProcessStepDescription PathandAction ExpectedResults

Steps ProcessStepDescription PathandAction ExpectedResults

Steps ProcessStepDescription PathandAction ExpectedResults

ReviewthedetailsintheQuoting Enterthefollowing: TheQuoteHeaderdetailswillbedisplayed.

Step ProcessStepDescription PathandAction ExpectedResults

8.1.3 ReviewtheLinedetails. (T)LineItems TheLinedetailswillbedisplayed.

Step ProcessStepDescription PathandAction ExpectedResults

Step ProcessStepDescription PathandAction ExpectedResults

Step ProcessStepDescription PathandAction ExpectedResults

Step ProcessStepDescription PathandAction ExpectedResults

Action Comments AssociatedMaterial

Associatethepricelistwiththecustomer. Associatethepricelistwiththecustomer, Associatingapricelistwithacustomer

Action Comments AssociatedMaterial

Createitem Followtheinstructionsinthe Inventorymanual:CreateItem

Assignitemtoorgs ThisiscoveredintheInventory Inventorymanual:Assignitem

Addtheitemtothepricelist. Addtheitemtothepricelist. OrderManagement:Createa

Flows: Functions: Products:

ExpenseReporttoInvoice Accounting Assets

SupplierInvoicetoPayment FinancialReports GeneralLedger

ReceipttoAssets CashManagement Payables

AssetstoDepreciation Analysis&Reporting Receivables

CustomerInvoicetoReceipt AssetManagement CashManagement

SubledgerJournalstoPost Payables InternetExpenses

Flows: Functions: Products:

InboundCalltoLeadforTeleSales InboundTeleSales TeleSales

LeadtoOpportunityforTeleSales Lead&OpportunityManagement Quoting

OpportunitytoOrderforTeleSales ProductPricing Sales

Flows: Functions: Products:

ServiceRequestCreationtoResolution Customer&ContractEntitlements TeleService

ChargestoInvoice TelephoneServiceRequestManagement FieldService

RegistrationtoUserAccessforSelfSupport WebServiceRequestManagement MobileFieldService

MaintainAccounttoPersonalizeHomepage UserRegistration&Personalization iSupport

WebServiceRequesttoResolution Escalations ServiceContracts

ServiceContracttoEntitlement FieldService InstalledBase

ServiceEntitlementtoDispatch EngineerDispatch KnowledgeBase

ServiceRequesttoTaskResolution EngineerDebrief HumanResources

Flows: Functions: Products:

OrdertoFulfillment OrderPromising iProcurement

RequisitiontoReceiptDirect OrderProcessing& OrderManagement

RequisitiontoReceiptIndirect OrderScheduling InventoryManagement

Flows: Functions: Products:

ProjectBudgettoProjectResourcing ChangeControl&IssueManagement ProjectManagement

ProjectResourcing Budgeting,Resourcing,Costing&Billing ProjectCollaboration

CollaborativeProjectChangeControl MSProjectsIntegration ProjectResourceManagement

ProjectExpendituretoRevenueRecognition RevenueRecognition ProjectCosting

AnalysistoProjectClosure CashflowManagement ProjectBilling

Flows: Functions: Products:

UnplannedWorktoMaintainAsset ScheduledMaintenance EnterpriseAssetManagement

PlannedWorktoMaintainAsset UnplannedMaintenance EBusinessIntelligence

AssetPurchasetoMaintenancePlan AssetPurchase FinancialsIntelligence

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