R12 Ireceivables Implementation Guide
Oracle accounts receivables r12 user guide - oracle accounts receivables r12. At a sh e et oracle ireceivables - or acl e d at a sh e et oracle ireceivables.
IReceivablesImplementationFinalPPT. 1. REMINDER Check in on the COLLABORATE mobile app iReceivables Implementation: A Unique Case Study Prepared by: Anand Tuppad & Chris Preziotti Applications Team BIAS Corporation Exploring iReceivables beyond the implementation guide Session ID#: 10196 @preziotti / @BIASCORP. Next one hour ■ Introduction ■ DMZ Architecture and Setups ■ iReceivables Setups ■ iReceivables “Self”-Registration ■ BPA Integration ■ Custom Solutions ■ Conclusion © Copyright 2015 by BIAS Corporation. All Rights Reserved.
Introduction Business Case Scenario What is iReceivables? Client Oracle Footprint © Copyright 2015 by BIAS Corporation. All Rights Reserved. Business Case Scenario ■ Client: Premium Wine and Spirits Distributor ■ Track Supplier Chargebacks ▪ e.g.
Free Goods, Samples ■ “Supplier AR” ▪ Suppliers treated as Customers ▪ Separate AR Team ■ Problems: ▪ Process inefficiencies ▪ Decentralized operations ■ Goals: ▪ Standardize “Supplier AR” process using Oracle Receivables ▪ Increase Visibility and Efficiency using iReceivables ■ Discussion Focus: ▪ The iReceivables Solution © Copyright 2015 by BIAS Corporation. All Rights Reserved. What is iReceivables? ■ A web-based, self-service application used to access Receivables data ■ Gives customers easy access to account information © Copyright 2015 by BIAS Corporation. All Rights Reserved.
What is iReceivables? - continued ■ Reduces customer reliance on AR / Collections teams ■ Save money and time; improve customer service © Copyright 2015 by BIAS Corporation. All Rights Reserved. Client Oracle Footprint – Financials System © Copyright 2015 by BIAS Corporation. All Rights Reserved.
DMZ Architecture and Setups © Copyright 2015 by BIAS Corporation. All Rights Reserved. DMZ Server Architecture © Copyright 2015 by BIAS Corporation. All Rights Reserved. DMZ Setups ■ Backup app tier and clone to DMZ tier ■ Modify EBS context file www.arportal.xxxxx.com:8000 www.arportal ■ Enable EBS Application server security SECURE ■ Configure URL Firewall in DMZ – remove # value © Copyright 2015 by BIAS Corporation. All Rights Reserved.
DMZ Setups - continued ■ Profile “Node Trust Level” for DMZ Server set to “External” ■ Profile “Responsibility Trust Level” for “iReceivables Account Management” responsibility set to “External” ■ Add below responsibilities to GUEST user. Also change “Password Expires” to none for this user. ▪ iReceivables Account Management ▪ iReceivables Self Service ▪ iReceivables Registration responsibility ■ Assign all responsibilities starting with “iReceivables%” to SYSADMIN © Copyright 2015 by BIAS Corporation. All Rights Reserved. DMZ Setups - continued ■ Profile UMX: Register Here Link - Default Registration Process ▪ Set it at server level ■ More information: Oracle E-Business Suite R12 Configuration in a DMZ (Doc ID 380490.1) © Copyright 2015 by BIAS Corporation.
All Rights Reserved. iReceivables Setups © Copyright 2015 by BIAS Corporation. All Rights Reserved. iReceivables Setups ■ All standard Receivables/iReceivables setups performed ■ Notable configurations include: ▪ Personalized Account Summary page to show Expanded Aging Bucket by Default ▪ Created “3”-Bucket Aging for iReceivables to match customer requirements ▪ Updated the “Contact Us” AOL functions to reflect correct email address for Support — ARIREGCONTACTUS — ARICONTACTUS ▪ Dispute functionality © Copyright 2015 by BIAS Corporation. All Rights Reserved.
iReceivables Setups – continued ■ Removed Worklist Region on Home Page ■ Profile Options: PROFILE LEVEL VALUE OIR: Aging Buckets Site 3-BUCKET OVER 60 OIR: Apply Credits Site No OIR: Account Grouping Site Group Sites OIR: Bill Presentment Architecture Enabled Site Yes OIR: Hide Account Sites Site Yes OIR: Search Default Customer Name and Number Site Show Check © Copyright 2015 by BIAS Corporation. All Rights Reserved. iReceivables “Self”-Registration What is iReceivables Self-Registration?
Business Scenario Solution Walkthrough © Copyright 2015 by BIAS Corporation. All Rights Reserved. What is iReceivables Self-Registration? ■ How external users gain access to iReceivables ■ Step-by-step process to verify user and account access ■ Two Phases of Registration 1. Registration Request — Performed by Customer (External User) 2. Registration Approval — Performed by Implementing Business © Copyright 2015 by BIAS Corporation.
All Rights Reserved. Registration Request ■ “Register here” ▪ Link enabled on External Landing Page © Copyright 2015 by BIAS Corporation. All Rights Reserved. Registration Request - continued ■ 6 Step Process 1. Select Organization 2. Validate Customer Access 3. Select Location 4.
Verify Access 5. Enter User Information 6. Review Access Request Submit © Copyright 2015 by BIAS Corporation.
All Rights Reserved. Registration Approval ■ Workflow sends the Approval Notification ▪ By default, SYSADMIN user receives Approval Notification ■ Once approved, Confirmation Email is sent to External User: © Copyright 2015 by BIAS Corporation. All Rights Reserved.
Registration Approval - continued ■ Behind the scenes: ▪ Creates User ▪ Assigns “iReceivables Account Management” Responsibility ▪ Creates Customer Contact with “Self Service User” Role © Copyright 2015 by BIAS Corporation. All Rights Reserved. Business Scenario - The “Self” in Self-Registration ■ Key Aspects: ▪ Perform External User Registrations In-House — “Make the customer’s transition as smooth as possible” — One iReceivables Admin ▪ Customer Onboarding Process 1.
Communication of iReceivables 2. Receive Welcome Email 3. Log-On © Copyright 2015 by BIAS Corporation. All Rights Reserved.
Business Scenario - continued - The “Self” in Self-Registration ■ Solution Objectives ▪ Simplify “Self”-Registration Process ▪ Redirect Registration Approvals ▪ Quickly Provide Add’l Account Access © Copyright 2015 by BIAS Corporation. All Rights Reserved. Solution Walkthrough - Simplify “Self”-Registration Process ■ iReceivables Rules ▪ Menu Path: iReceivables Setup (T) Rules ▪ Update Global Rules — Customer Verification Question: “What is the password?” ▪ Update Operating Unit Dependent Rules — Site Verification Question: Blank © Copyright 2015 by BIAS Corporation. All Rights Reserved. Solution Walkthrough - continued - Simplify “Self”-Registration Process ■ iReceivables Rules ▪ Global Rules – Screenshot of ‘Validate Customer Access’ Step: © Copyright 2015 by BIAS Corporation. All Rights Reserved.
Solution Walkthrough - continued - Simplify “Self”-Registration Process ■ Registration Personalization ▪ Menu Path: iReceivables Registration Responsibility Personalize Table Layout: “RegAccess” ▪ Remove ‘Select All Locations’ Checkbox — Forces all Registrations to be at Account Site level © Copyright 2015 by BIAS Corporation. All Rights Reserved. Solution Walkthrough - continued - Simplify “Self”-Registration Process ■ Registration Personalization ▪ Screenshot of ‘Select Location’ Step: © Copyright 2015 by BIAS Corporation. All Rights Reserved.
Solution Walkthrough - continued - Redirect Registration Approvals ■ Self-Registration Approval 1. Use AME to Create Custom Approval Transaction Type 2. Update iReceivables Self Registration Process — Menu Path: User Management Registration Processes © Copyright 2015 by BIAS Corporation. All Rights Reserved.
Solution Walkthrough - continued - Redirect Registration Approvals ■ Self-Registration Approval ▪ Screenshot of Approval Notification: © Copyright 2015 by BIAS Corporation. All Rights Reserved.
Solution Walkthrough - continued - Quickly Provide Add’l Account Access ■ DQM Profile Options ▪ Menu Path: System Administrator Profile System — HZ: Enable DQM Party Search = Yes — HZ: Duplicate Allowed = No — HZ: Enable Duplicate Prevention at Party Creation = Person and Organization — Keep default ‘HZ: Match Rule for Duplicate Prevention’ profile options ■ Providing Additional Account Access ▪ Recreate the existing contact © Copyright 2015 by BIAS Corporation. All Rights Reserved. Solution Walkthrough - continued - Quickly Provide Add’l Account Access ■ Providing Additional Account Access ▪ Screenshot of DQM’s Duplicate Prevention Warning: © Copyright 2015 by BIAS Corporation. All Rights Reserved.
Solution Walkthrough - continued - Configuration Summary ■ Solution Objectives Revisited ▪ Simplify “Self”-Registration Process iReceivables Rules Registration Personalization ▪ Redirect Registration Approvals Self-Registration Approval ▪ Quickly Provide Add’l Account Access DQM Profile Options © Copyright 2015 by BIAS Corporation. All Rights Reserved. BPA Integration What is Bill Presentment Architecture? Business Scenario Solution Walkthrough © Copyright 2015 by BIAS Corporation.
All Rights Reserved. What is Bill Presentment Architecture? ■ How AR Transactions are viewed online, i.e. IReceivables ■ The face of: ▪ Invoices ▪ Debit Memos ▪ Credit Memos ▪ etc.
■ Most environments leverage BPA to some degree ▪ Oracle provides pre-defined templates © Copyright 2015 by BIAS Corporation. All Rights Reserved. Default Online Invoice Example © Copyright 2015 by BIAS Corporation.
All Rights Reserved. BPA Configurations in a Nutshell ■ The appearance is set up using 1. Data Sources — Where is the data coming from? Receivables, Interface Context 2. Content Items — What additional data elements? Logos, Custom Text 3.
Templates — How should the transactions look? Arrangement, Formatting ■ The logic is set up using ▪ Template-based Rules © Copyright 2015 by BIAS Corporation. All Rights Reserved. Business Scenario - Making BPA Work for a Unique Business ■ Key Aspects: ▪ Pre-Defined Templates wouldn’t cut it — Company Logos — Transaction Labels — Additional Data Elements ▪ Oracle AR Remit-To Addresses didn’t reflect business operations ▪ Necessary to create “No Line” Transactions © Copyright 2015 by BIAS Corporation. All Rights Reserved. Business Scenario - continued - Making BPA Work for a Unique Business ■ Solution Objectives ▪ Familiarize the Transaction Look ▪ Replace the Default Remit-To Address ▪ Conditionally Hide Line Information © Copyright 2015 by BIAS Corporation. All Rights Reserved.
Solution Walkthrough - Familiarize the Transaction Look ■ Content Items – Image Type ▪ Menu Path: Bill Presentment Superuser (T) Template Management Content Items ▪ Company Logo Images ▪ Transaction Label Images » All image files were uploaded to the OAMEDIA directory © Copyright 2015 by BIAS Corporation. All Rights Reserved. Solution Walkthrough - continued - Familiarize the Transaction Look ■ Content Items – Image Type ▪ Screenshot of Invoice with Image Content Items: © Copyright 2015 by BIAS Corporation. All Rights Reserved. Solution Walkthrough - continued - Familiarize the Transaction Look ■ Data Sources ▪ Menu Path: Bill Presentment Superuser (T) Configuration Data Sources ▪ Update Primary Data Source, ‘Oracle Receivables’ — Add ‘Account Name’ as Template Item ▪ Add Supplementary Data Source for Interface Data — Add ‘Item’ and ‘Item Size’ as Template Items © Copyright 2015 by BIAS Corporation. All Rights Reserved. Solution Walkthrough - continued - Familiarize the Transaction Look ■ Data Sources ▪ Screenshot of Invoice with Updated Data Sources: © Copyright 2015 by BIAS Corporation.
All Rights Reserved. Solution Walkthrough - continued - Replace the Default Remit-To Address ■ Content Items – Message Type ▪ Menu Path: Bill Presentment Superuser (T) Template Management Content Items ▪ Three ‘Remit-To’ Messages for each Location © Copyright 2015 by BIAS Corporation. All Rights Reserved. Solution Walkthrough - continued - Replace the Default Remit-To Address ■ Content Items – Message Type ▪ Screenshot of Invoice with Message Content Items: © Copyright 2015 by BIAS Corporation. All Rights Reserved.
Solution Walkthrough - continued - Conditionally Hide Line Information ■ Templates ▪ Menu Path: Bill Presentment Superuser (T) Template Management Templates ▪ Create a New Template without touching ‘Lines and Tax’ © Copyright 2015 by BIAS Corporation. All Rights Reserved. Solution Walkthrough - continued - Conditionally Hide Line Information ■ Templates ▪ Screenshot of “No Lines” Invoice: © Copyright 2015 by BIAS Corporation. All Rights Reserved. Solution Walkthrough - continued - Configuration Summary ■ Solution Objectives Revisited ▪ Familiarize the Transaction Look Content Items – Image Type Data Sources ▪ Replace the Default Remit-To Address Content Items – Message Type ▪ Conditionally Hide Line Information Templates © Copyright 2015 by BIAS Corporation. All Rights Reserved. Custom Solutions 5 Custom Solutions: Statement Downloads, Customer Search, Backup Files, Statement Mailer, New Invoice Mailer © Copyright 2015 by BIAS Corporation.
All Rights Reserved. Statement Downloads ■ iReceivables Customer Statement ■ All Receivable Transactions ■ All Transactions ■ Credit Memo ■ Debit Memo ■ Invoice ■ Payment © Copyright 2015 by BIAS Corporation. All Rights Reserved.
Statement Downloads – Solution ■ Data definition RTF templates modified ■ Achieved through XML Publisher template modifications from Oracle seeded templates. Works great!!! ■ ER logged with Oracle to include Transaction Type on all these downloads – below field shows transaction class. © Copyright 2015 by BIAS Corporation. All Rights Reserved. Customer Search ■ Screen to search for customer accounts. ■ Search by name, transaction number or payment ■ Page displayed only when user has multiple account access.
■ Include Account Description column and remove few ■ Important since external users know their accounts by name and not by number ■ Seeded column Customer Name is actual Party Name (TCA) – can have multiple AR accounts © Copyright 2015 by BIAS Corporation. All Rights Reserved. Customer Search – Solution ■ Customer search customized using Oracle user hook ■ Oracle user hook ▪ Package: ARICONFIG ▪ Procedure: searchcustomcustomer ■ Personalization ▪ To show Attribute1 (mapped to Customer Account name) ▪ To hide Organization Name field ■ Lookup ▪ ARICUSTOMERSEARCHTYPE ■ iReceivables Custom Customer Search, An Oracle White Paper (Doc ID 278133.1) © Copyright 2015 by BIAS Corporation. All Rights Reserved.
Backup Files Architecture ■ Enabled View Attachments for iReceivables invoice detail page using BPA templates ■ CSV detail files created programmatically after import ■ PDF summary files created using XML Publisher and bursting feature ■ Files attached to Transactions via FND Attachments ■ AR: BPA Print Attachment Document Category set to Miscellaneous ■ Readily available to customers – thus faster payments © Copyright 2015 by BIAS Corporation. All Rights Reserved. Statement Mailer Architecture ■ Contacts are registered with email address ■ 2 types of statements ▪ Regular statements – emailed every week ▪ Over 60 days past due statements – emailed every 15 days ■ Technologies: ▪ Statement – XML Publisher Report ▪ Email – XML Publisher Bursting © Copyright 2015 by BIAS Corporation. All Rights Reserved. Statement Mailer Architecture – continued © Copyright 2015 by BIAS Corporation. All Rights Reserved. Statement Mailer Architecture – continued © Copyright 2015 by BIAS Corporation.
All Rights Reserved. New Invoices Mailer ■ Anytime a new invoice is created in Oracle AR, email is sent to account contacts ■ Invoice header – BPA Transaction Print Program ■ All backups attached to transaction are picked up for email ■ Single email with all new transactions per account per contact ■ Technologies: ▪ Audit trail – custom logic in PLSQL ▪ Download backup files to file system – PLSQL ▪ Send email – Workflow © Copyright 2015 by BIAS Corporation. All Rights Reserved.
New Invoices Mailer – continued ■ Invoice header – PDF file – same look and feel as online iReceivables © Copyright 2015 by BIAS Corporation. All Rights Reserved. Conclusion Takeaways Questions / Comments Contact Us © Copyright 2015 by BIAS Corporation.
All Rights Reserved. Takeaways ■ Flexibility of iReceivables ■ Effectively Standardized Business Process ■ Quick Turnaround ▪ Implementation ▪ Training ■ Supplier AR Team Efficiencies ▪ 80% Reduction in Customer Inquiries ▪ 300+ Hours Saved Each Month ■ Improvement in Customer Service ■ Great feedback from Business and End Customers!
© Copyright 2015 by BIAS Corporation. All Rights Reserved. Questions / Comments © Copyright 2015 by BIAS Corporation. All Rights Reserved. Contact Us Chris Preziotti Senior Applications Consultant chris.preziotti@biascorp.com Anand Tuppad Applications Architect anand.tuppad@biascorp.com © Copyright 2015 by BIAS Corporation. All Rights Reserved.
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Oracle iReceivables Implementation Guide Browser version script Oracle iReceivables Implementation Guide Release 12.1 Part Number E13659-04 Preface Intended Audience Welcome to Release 12.1 of the Oracle iReceivables Implementation Guide. This guide assumes you have a working knowledge of the following:. The principles and customary practices of your business area. Computer desktop application usage and terminology.
R12 Ireceivables Implementation Guide
If you have never used Oracle E-Business Suite, we suggest you attend one or more of the Oracle E-Business Suite training classes available through Oracle University. See Related Information Sources for more Oracle E-Business Suite product information. Deaf/Hard of Hearing Access to Oracle Support Services To reach Oracle Support Services, use a telecommunications relay service (TRS) to call Oracle Support at 1.800.223.1711. An Oracle Support Services engineer will handle technical issues and provide customer support according to the Oracle service request process. Information about TRS is available at and a list of phone numbers is available at Documentation Accessibility Our goal is to make Oracle products, services, and supporting documentation accessible to all users, including users that are disabled. To that end, our documentation includes features that make information available to users of assistive technology.
This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Accessibility standards will continue to evolve over time, and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For more information, visit the Oracle Accessibility Program Web site at Accessibility of Code Examples in Documentation Screen readers may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line; however, some screen readers may not always read a line of text that consists solely of a bracket or brace. Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. Structure1 Introducing Oracle iReceivables 2 Setting Up iReceivables 3 Setting Up for Credit Memo Request Workflow 4 Configuring Oracle iReceivables Related Information Sources This document is included on the Oracle E-Business Suite Document Library, which is supplied in the Release 12 DVD Pack.
You can download soft-copy documentation as PDF files from the Oracle Technology Network at or you can purchase hard-copy documentation from the Oracle Store at The Oracle E-Business Suite Documentation Library Release 12 contains the latest information, including any documents that have changed significantly between releases. If substantial changes to this book are necessary, a revised version will be made available on the online documentation CD on My Oracle Support. If this guide refers you to other Oracle E-Business Suite documentation, use only the Release 12 versions of those guides.
For a full list of documentation resources for Oracle E-Business Suite Release 12, see Oracle E-Business Suite Documentation Resources, Release 12, My Oracle Support Document 394692.1. Online Documentation All Oracle E-Business Suite documentation is available online (HTML or PDF). PDF - PDF documentation is available for download from the Oracle Technology Network at. Online Help - Online help patches (HTML) are available on My Oracle Support. My Oracle Support Knowledge Browser - My Oracle Support Knowledge Browser lets you browse the knowledge base, from a single product page, to find all documents for that product area. Use the Knowledge Browser to search for release-specific information, such as FAQs, recent patches, alerts, white papers, troubleshooting tips, and other archived documents.
Oracle eBusiness Suite Electronic Technical Reference Manuals - Each Electronic Technical Reference Manual (eTRM) contains database diagrams and a detailed description of database tables, forms, reports, and programs for a specific Oracle E-Business Suite product. This information helps you convert data from your existing applications and integrate Oracle E-Business Suite data with non-Oracle applications, and write custom reports for Oracle E-Business Suite products. Oracle eTRM is available on My Oracle Support. Related Guides You should have the following related books on hand. Depending on the requirements of your particular installation, you may also need additional manuals or guides.
Oracle E-Business Suite Installation Guide: Using Rapid Install: This book is intended for use by anyone who is responsible for installing or upgrading Oracle E-Business Suite. It provides instructions for running Rapid Install either to carry out a fresh installation of Oracle E-Business Suite Release 12, or as part of an upgrade from Release 11i to Release 12. The book also describes the steps needed to install the technology stack components only, for the special situations where this is applicable.
Oracle E-Business Suite Maintenance Procedures: This guide describes how to use AD maintenance utilities to complete tasks such as compiling invalid objects, managing parallel processing jobs, and maintaining snapshot information. Part of Maintaining Oracle E-Business Suite, a 3-book set that also includes Oracle E-Business Suite Patching Procedures and Oracle E-Business Suite Maintenance Utilities.
Oracle E-Business Suite Maintenance Utilities: This guide describes how to run utilities, such as AD Administration and AD Controller, used to maintain the Oracle E-Business Suite file system and database. Outlines the actions performed by these utilities, such as monitoring parallel processes, generating Applications files, and maintaining Applications database entities.
Part of Maintaining Oracle E-Business Suite, a 3-book set that also includes Oracle E-Business Suite Patching Procedures and Oracle E-Business Suite Maintenance Procedures. Oracle E-Business Suite Patching Procedures: This guide describes how to patch the Oracle E-Business Suite file system and database using AutoPatch, and how to use other patching-related tools like AD Merge Patch, OAM Patch Wizard, and OAM Registered Flagged Files.
Describes patch types and structure, and outlines some of the most commonly used patching procedures. Part of Maintaining Oracle E-Business Suite, a 3-book set that also includes Oracle E-Business Suite Maintenance Utilities and Oracle E-Business Suite Maintenance Procedures. Oracle E-Business Suite Upgrade Guide: Release 11i to Release 12.1.1: This guide provides information for DBAs and Applications Specialists who are responsible for upgrading a Release 11i Oracle E-Business Suite system (techstack and products) to Release 12.1.1. In addition to information about applying the upgrade driver, it outlines pre-upgrade steps and post-upgrade steps, and provides descriptions of product-specific functional changes and suggestions for verifying the upgrade and reducing downtime.
Oracle Alert User's Guide: This guide explains how to define periodic and event alerts to monitor the status of your Oracle E-Business Suite data. Oracle Application Framework Developer's Guide: This guide contains the coding standards followed by the Oracle E-Business Suite development staff to produce applications built with Oracle Application Framework. This guide is available in PDF format on My Oracle Support and as online documentation in JDeveloper 10 g with Oracle Application Extension. Oracle Application Framework Personalization Guide: This guide covers the design-time and run-time aspects of personalizing applications built with Oracle Application Framework. Oracle E-Business Suite Concepts: This book is intended for all those planning to deploy Oracle E-Business Suite Release 12, or contemplating significant changes to a configuration.
After describing the Oracle E-Business Suite architecture and technology stack, it focuses on strategic topics, giving a broad outline of the actions needed to achieve a particular goal, plus the installation and configuration choices that may be available. Oracle E-Business Suite Developer's Guide: This guide contains the coding standards followed by the Oracle E-Business Suite development staff. It describes the Oracle Application Object Library components needed to implement the Oracle E-Business Suite user interface described in the Oracle E-Business Suite User Interface Standards for Forms-Based Products.
It provides information to help you build your custom Oracle Forms Developer forms so that they integrate with Oracle E-Business Suite. In addition, this guide has information for customizations in features such as concurrent programs, flexfields, messages, and logging. Oracle E-Business Suite Flexfields Guide: This guide provides flexfields planning, setup, and reference information for the Oracle E-Business Suite implementation team, as well as for users responsible for the ongoing maintenance of Oracle E-Business Suite product data. This guide also provides information on creating custom reports on flexfields data. Oracle E-Business Suite Supportability Guide: This manual contains information on Oracle Diagnostics and the Logging Framework for system administrators and custom developers. Oracle E-Business Suite System Administrator's Guide Documentation Set: This documentation set provides planning and reference information for the Oracle E-Business Suite System Administrator. Oracle E-Business Suite System Administrator's Guide - Configuration contains information on system configuration steps, including defining concurrent programs and managers, enabling Oracle E-Business Suite Manager features, and setting up printers and online help.
Oracle E-Business Suite System Administrator's Guide - Maintenance provides information for frequent tasks such as monitoring your system with Oracle E-Business Suite Manager, administering Oracle E-Business Suite Secure Enterprise Search, managing concurrent managers and reports, using diagnostic utilities including logging, managing profile options, and using alerts. Oracle E-Business Suite System Administrator's Guide - Security describes User Management, data security, function security, auditing, and security configurations. Oracle E-Business Suite User's Guide: This guide explains how to navigate, enter data, query, and run reports using the user interface (UI) of Oracle E-Business Suite.
This guide also includes information on setting user profiles, as well as running and reviewing concurrent requests. Oracle E-Business Suite Diagnostics User's Guide This manual contains information on implementing, administering, and developing diagnostics tests in the Oracle E-Business Suite Diagnostics framework. Oracle E-Business Suite Integrated SOA Gateway User's Guide This guide describes the high level service enablement process, explaining how users can browse and view the integration interface definitions and services residing in Oracle Integration Repository. Oracle E-Business Suite Integrated SOA Gateway Developer's Guide This guide describes how system integration developers can perform end-to-end service integration activities. These include orchestrating discrete Web services into meaningful end-to-end business processes using business process execution language (BPEL), and deploying BPEL processes at run time.
It also explains in detail how to invoke Web services using the Service Invocation Framework. This includes defining Web service invocation metadata, invoking Web services, managing errors, and testing the Web service invocation. Oracle E-Business Suite Integrated SOA Gateway Implementation Guide This guide explains how integration repository administrators can manage and administer the service enablement process (based on the service-oriented architecture) for both native packaged public integration interfaces and composite services (BPEL type). It also describes how to invoke Web services from Oracle E-Business Suite by employing the Oracle Workflow Business Event System; how to manage Web service security; and how to monitor SOAP messages. Oracle Workflow Client Installation Guide This guide describes how to install the Oracle Workflow Builder and Oracle XML Gateway Message Designer client components for Oracle E-Business Suite. Oracle Workflow Administrator's Guide: This guide explains how to complete the setup steps necessary for any product that includes workflow-enabled processes. It also describes how to manage workflow processes and business events using Oracle E-Business Suite Manager, how to monitor the progress of runtime workflow processes, and how to administer notifications sent to workflow users.
Oracle Workflow API Reference: This guide describes the APIs provided for developers and administrators to access Oracle Workflow. Oracle Workflow Developer's Guide: This guide explains how to define new workflow business processes and customize existing Oracle E-Business Suite-embedded workflow processes. It also describes how to define and customize business events and event subscriptions. Oracle Workflow User's Guide: This guide describes how users can view and respond to workflow notifications and monitor the progress of their workflow processes. Oracle Financials and Oracle Procurement Functional Upgrade Guide: Release 11i to Release 12: This guides provides detailed information about the functional impacts of upgrading Oracle Financials and Oracle Procurement products from Release 11i to Release 12.
This guide supplements the Oracle E-Business Suite Upgrade Guide: Release 11i to Release 12. Oracle Financials Concepts Guide: This guide describes the fundamental concepts of Oracle Financials. The guide is intended to introduce readers to the concepts used in the applications, and help them compare their real world business, organization, and processes to those used in the applications.
R12 Receivables Implementation Guide
Oracle Financials Glossary: The glossary includes definitions of common terms that are shared by all Oracle Financials products. In some cases, there may be different definitions of the same term for different Financials products. If you are unsure of the meaning of a term you see in an Oracle Financials guide, please refer to the glossary for clarification. You can find the glossary in the online help or in the Oracle Financials Implementation Guide. Oracle Financials Implementation Guide: This guide provides information on how to implement the Oracle Financials E-Business Suite.
It guides you through setting up your organizations, including legal entities, and their accounting, using the Accounting Setup Manager. It covers intercompany accounting and sequencing of accounting entries, and it provides examples. Oracle Payments Implementation Guide: This guide describes how Oracle Payments, as the central payment engine for the Oracle E-Business Suite, processes transactions, such as invoice payments from Oracle Payables, bank account transfers from Oracle Cash Management, and settlements against credit cards and bank accounts from Oracle Receivables. This guide also describes how Oracle Payments is integrated with financial institutions and payment systems for receipt and payment processing, known as funds capture and funds disbursement, respectively. Additionally, the guide explains to the implementer how to plan the implementation of Oracle Payments, how to configure it, set it up, test transactions, and how use it with external payment systems. Oracle Payments User's Guide: This guide describes how Oracle Payments, as the central payment engine for the Oracle E-Business Suite, processes transactions, such as invoice payments from Oracle Payables, bank account transfers from Oracle Cash Management, and settlements against credit cards and bank accounts from Oracle Receivables.
This guide also describes to the Payment Administrator how to monitor the funds capture and funds disbursement processes, as well as how to remedy any errors that may arise. Oracle Receivables Implementation Guide: This guide provides you with information on how to implement Oracle Receivables. Use this guide to understand the implementation steps required for application use, including how to set up customers, transactions, receipts, accounting, tax, and collections. This guide also includes a comprehensive list of profile options that you can set to customize application behavior. Oracle Receivables Reference Guide: This guide provides you with detailed information about all public application programming interfaces (APIs) that you can use to extend Oracle Receivables functionality.
This guide also describes the Oracle Receivables open interfaces, such as AutoLockbox which lets you create and apply receipts and AutoInvoice which you can use to import and validate transactions from other systems. Archiving and purging Receivables data is also discussed in this guide. Oracle Receivables User Guide: This guide provides you with information on how to use Oracle Receivables.
Use this guide to learn how to create and maintain transactions and bills receivable, enter and apply receipts, enter customer information, and manage revenue. This guide also includes information about accounting in Receivables. Use the Standard Navigation Paths appendix to find out how to access each Receivables window. Integration Repository The Oracle Integration Repository is a compilation of information about the service endpoints exposed by the Oracle E-Business Suite of applications. It provides a complete catalog of Oracle E-Business Suite's business service interfaces.
The tool lets users easily discover and deploy the appropriate business service interface for integration with any system, application, or business partner. The Oracle Integration Repository is shipped as part of the E-Business Suite. As your instance is patched, the repository is automatically updated with content appropriate for the precise revisions of interfaces in your environment. Do Not Use Database Tools to Modify Oracle E-Business Suite Data Oracle STRONGLY RECOMMENDS that you never use SQL.Plus, Oracle Data Browser, database triggers, or any other tool to modify Oracle E-Business Suite data unless otherwise instructed.
Oracle provides powerful tools you can use to create, store, change, retrieve, and maintain information in an Oracle database. But if you use Oracle tools such as SQL.Plus to modify Oracle E-Business Suite data, you risk destroying the integrity of your data and you lose the ability to audit changes to your data. Because Oracle E-Business Suite tables are interrelated, any change you make using an Oracle E-Business Suite form can update many tables at once.
But when you modify Oracle E-Business Suite data using anything other than Oracle E-Business Suite, you may change a row in one table without making corresponding changes in related tables. If your tables get out of synchronization with each other, you risk retrieving erroneous information and you risk unpredictable results throughout Oracle E-Business Suite. When you use Oracle E-Business Suite to modify your data, Oracle E-Business Suite automatically checks that your changes are valid.
Oracle E-Business Suite also keeps track of who changes information. If you enter information into database tables using database tools, you may store invalid information.
You also lose the ability to track who has changed your information because SQL.Plus and other database tools do not keep a record of changes.