Empower your Install Base Oracle Applications

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Empower your Install Base Oracle Applications
NCOAUG Training Day, 16 August 2002
Anunaya Shrivastava
HCL Enterprise Solutions
anunaya_at_hotmail.com
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Agenda

• Install Base
• Business Process that needs mass transfer
• Functional Overview
• Technical Overview
• Solution Approach
• Benefits of Customization

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• Install Base
• Track information about tangible products,
  software.
• Track serialized and non serialized information.
• Track configuration, business party
  relationships, location,
• accounting classification.

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• Need for Mass Transfer
• Acquisition, Merger, Reorganizations.
• No mass transfer facility available at a system
  level.

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• Business Process
• System
• Item Instances
• System Location
• System Contacts
• Contracts
• Custom Information Stored in DFFs

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• Pre-Processing before Mass Transfer
• Verify the legal requirements
• Authorization
• User Interface

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• User Interface Continued
• Developed in Oracle Forms 6i on a set of temp
  tables.
• Search Screen for Finding a system under a
  customer.
• Screens for each system, address, and contacts.
• Validate Data Input - check for existence of
  system, item instances, locations, contacts in
  the destination customer.
• Partial Transfers from UI

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• Functional Overview
• UI provides the filtering and Validation.
• Copying /Updating a system.
• Updating the information on item instances
  related to the system.
• Copying/Updating the contact information for a
  system.
• Copying the address information on the system
• Auditing the move information in CSI schema.
• Notifying about the move log/errors.

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• Important schema section for
• System (CSI)
• Customer Address (TCA)
• Contacts (TCA)

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• Solution Approach
• Supported Customization via Oracle APIs.
• Concurrent Program to be fired from
  FND_REQUEST.SUBMIT_REQUEST from the UI.

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• SYSTEM API
• CSI_SYSTEMS_PUB
• Create_system
• Update_system
• Expire_system

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ITEM INSTANCE API CSI_ITEM_INSTANCE_PUB
API Creating, Updating item instance
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• SITE APIs
• Create Locations
• Create Party Site for this location
• Create Customer Account Site
• Create Cust Site Use

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• SITE APIs (contd..)
• Hz_location_v2pub.create_location.
• Hz_party_site_v2pub.create_party_site.
• Hz_cust_account_site_v2pub.create_cust_acct_site.
• Hz_cust_account_site_v2pub.create_cust_site_use.

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• CONTACT APIs
• Create Party of type contact.
• Create Relationship
• Create contact points
• Create Cust Roles

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• Contact APIs (contd..)
• Hz_party_v2pub.create_person.
• Hz_party_contact_v2pub.create_org_contact .
• Hz_contact_point_v2pub.create_contact_point .
• Hz_cust_account_role_v2pub.create_cust_account_rol
  e .

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• Error Handling
• Each transaction for each system (savepoint,
  rollback).
• Log reporting using FND_FILE.PUT_LINE

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• Auditing
• Inadequate auditing in the apps.
• Can have a custom auditing table.

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• Notification
• Mass Transfer can send a notification of summary
  information to an assigned email group.

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• Benefits
• Cut the time for transfer from weeks to minutes.
• Diminish resource requirements to support the
  process because of automation of processes.
• More tracking capabilities.

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Q A
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Thanks a Ton.