Purchasing Account Generator Workflow Customization

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Purchasing Account GeneratorWorkflowCustomizati
on
Putting Account Generator Workflow to work for
You
john.schmitz_at_doit.wisc.edu
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Last Minute Checklist

• Copy Latest Versions (PPT, wft, requirements,
  SQL) to Laptop. Check Shortcuts.
• Produce backup CD.
• Print/copy handouts (2-up ppt, requirements,
  code?)
• Confirm room/equipment setup
• Bring pointer, notepad, water, treats
• Freshen up
• Expand WFB sub-process window, open documents.
• Pray, relax, enjoy, learn
• Meet attendees

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UW Madison DoIT Profile

• IT Division of Univ of Wisconsin Madison
• 700 staff
• Oracle Applications customer since 1996
• Upgraded from 10.7 to 11i Thanksgiving, 2003

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Goals

• Review workflow basics
• Outline PO AG customization process
• Highlight DoITs experience
• Detail testing techniques
• Mimic Flexbuilders support of a partial Charge
  Account string.

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Prerequisites

• Interest in one or more of the following
• Purchasing
• Workflow
• Account Generator
• PO Account Generator workflow

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Audience Profile

• Technical/functional?
• Working knowledge of Purchasing?
• Workflow development experience?
• Customized Account Generator?

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PO AG WF Thesis

• Workflow is a powerful development integration
  tool for Oracle and its Apps customers.
• Account Generator is one of the key workflow
  models supplied with 11i.
• Implemented well, it can handle even involved PO
  accounting needs.

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Workflow Sample
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Workflow Architecture
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Workflow Builder
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Definitions

• Flexbuilder
• Workflow
• Account Generator
• PO Account Generator
• Generate Accounts Using Flexbuilder Rules
• Default Account Generator

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Project Methodology
Requirements
Analysis
Design
Development
Testing
Implementation
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Project Methodology - Requirements
Requirements
Analysis
Design
Development
Testing
Implementation
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PO Distribution Form
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Functional Specs
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Functional Specs - A
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Functional Specs - B
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Project Methodology - Analysis
Requirements
Analysis
Design
Development
Testing
Implementation
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Resources

• PO 10.7 workflow experience
• OAUG/Oracle papers
• Oracle PO Flexfields manuals
• Seeded workflow/libraries
• Workflow Builder

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Which AG Workflow Process

• Generate Accounts Using FB Rules
• Less initial effort
• Short-term
• Capabilities

• Default Account Generator
• More flexible
• Extendable
• Stronger Credentials
• More Confidence

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Project Methodology - Design
Requirements
Analysis
Design
Development
Testing
Implementation
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Designing a Workflow

• Review/study the business process
• Identify
• Activities
• Dependencies
• Outcomes
• Data Requirements
• Notifications
• Performers (who for each step)
• Exception Processing?
• Specify Message/Function Details
• Determine how/when to initiate the process

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Workflow Builder
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Generate Default Accounts Parent
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Generate Default Charge Account
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Build Expense Charge Account Original process
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Build Expense Charge Account Modified
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PO Project-Related
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Build Expense Project Charge Account Original
Process
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Build Expense Project Charge Account Modified
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Generate Default Accrual Account Original
Process
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Generate Default Accrual Account Modified
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Project Methodology - Development
Requirements
Analysis
Design
Development
Testing
Implementation
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Generate Default Charge Account
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Code Sample
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Project Methodology - Testing
Requirements
Analysis
Design
Development
Testing
Implementation
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Debug Tools Used

• Account GeneratorDebug Mode Profile
• Sysadmin USER
• PO Set Debug Workflow On Profile
• PO_WF_DEBUG_PKG
• Custom Error Handling Tables

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Test Results Sample
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Project Methodology - Implementation
Requirements
Analysis
Design
Development
Testing
Implementation
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Open workflow file
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Functional/Tech Documentation
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PO Workflow backups
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Profile Option Surprise

• Flexfields Validate on Server

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Keys to Success

• Solid Functional Specifications
• Top down design
• Adequate resources
• Aggressive integrated testing
• Thorough documentation

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Future Objectives

• Additional functionality
• Greater use of WF Monitor
• Adding PO number to user key
• Workflow Administration

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Additional Information

• john.schmitz_at_doit.wisc.edu
• See Workflow Builder
• See the PL/SQL procedures
• See the Tech Functional Specs docs

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Summary
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Questions??