Functional i store overview knoworacle
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Transcript of Functional i store overview knoworacle
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• Oracle iStore – An Overview
• Key Features of Oracle iStore
• Demonstration-Order Creation and Tracking Order
• Summary
Agenda
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Oracle iStore-An Overview
• Oracle iStore is a packaged e-commerce application that gives organizations the components necessary to create powerful Internet store sites for selling products and services in a secure and personalized environment
• Oracle iStore allows businesses from all industries to establish• business-to-business (B2B) and• business-to-consumer (B2C) electronic commerce
• In addition, integration with other Oracle applications provides a broad range of e-commerce capabilities.
Oracle iStore Basics – How it works ?
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“Oracle iStore is web based application which lets business establish flexible, robust internet store front.”
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Oracle iStore-An Overview
Implementing Oracle iStore lets you:
• Build, test, and launch sophisticated online stores in multiple languages and currencies
• Provide a full range of online purchasing capabilities, including flexible pricing, sales assistance, storage of customer data, shared carts, shopping lists, warranties, order tracking and returns, and more
• Deploy sites in business partner, business-to-business (B2B) and business-to-consumer (B2C) scenarios
• Target different customer segments and/or organizations
• Capture and track customer information and activities
• View reports about the activities in the online stores
Oracle iStore Basics – B2B / B2C User
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Manufacturing Plant
OEM / Distributors
Retail Customers
B2B Business
B2C Business
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• Product Catalog and Content Management
Unlimited products and product attributes
Associate any multimedia content to products
Inventory independent hierarchies
Rule based categorization of products in the hierarchy
Targeted specialty stores
Oracle iStore-Key Features
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• Interactive and Complex Selling
Guided Selling
Configure Complex Products
Shopping Lists¸ Saved, Shared, and Sales Rep Assisted Shopping Carts
Collaborative buying with Sales Reps
Web Call-back
Oracle iStore-Key Features
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• Flexible Checkout
Express or Regular checkout
Merchant configurable checkout
• Advanced and personalized pricing
Unlimited price lists available in multiple currencies
Volume, bundled, and tiered discounts
Modifiers, qualifiers, and formulas
Pricing Agreements
Oracle iStore-Key Features
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• Personalization and One-to-One Marketing
Rules-based interface and engine
User profiling and personalization
Campaigns and offers across all touch points and channels
Item, Order, and Volume discounts
• Merchandising
User-defined relationships between products
Product affinity based delivery of products, offers, ads, content
Cross-sells, Up-sells, and Substitutions
Oracle iStore-Key Features
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• Globalization Support
Multi-lingual, Multi-Org, Multi-Store, Multi-Currency
Global tax calculation
Localized messages and alerts
Restrict Bill-to/Ship-to countries
• Inventory Checks
Real-time Available to Promise (ATP) checks across multiple Orgs
Real-time inventory Reservations
Display Substitute Products if unavailable
Oracle iStore-Key Features
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• Order Processing and Shipping
Instant order capture in backend ERP system
Address validation
Different ship-to/bill-to customer, contact, and address
Tax Exemption
Supports variety of shipping methods
Split shipment by line item¸ Requested delivery date
Oracle iStore-Key Features
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• Post Sales Service
Order Tracker
Order and shipping notifications
Shipment status, invoices, and payment information available across organizations
• Account Management
Self-service B2B user account management
Multiple roles and permissions
Detailed contact information
Address book, Payment book, User preferences
Access restrictions to specialty stores
Oracle iStore-Key Features
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• Automated Notifications
Order placement/cancellation
Registration Confirmation
Sales Assistance Requests
• Reporting
Number of orders placed for a given duration
Top customers
Top selling products
• 360 Degree Customer View
Unified customer model across all sales channels (Web, Call Center, Direct Sales Force, Resellers)
Oracle iStore-Key Features
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• Complete Payment Processing
Support for credit cards, purchase orders, invoicing
Online and offline authorizations
Leverages Oracle E-Business Suite payment engine (iPayment)
• Security
Application-level security through roles and permissions
Out-of-the-box integration with other E-Business Suite applications for complete customer tracking, order capture, order management, and streamlined order fulfillment
Oracle iStore-Key Features
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Oracle iStore-User Registration
Unregistered Users (Guest) can browse the web but cannot place order. User Can register with ‘Register’ Link.Registered user can login using ‘Login’ Link
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Oracle iStore-User Registration
User is registered on the basis of ‘Approval’ setup. User is logged in
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Oracle iStore-User Registration
New User can register Or existing user can login during check out process also.
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Oracle iStore-Placing Order through iStore
Browse/Search to the required Item.User can view detail of item by clicking the item link. Click on Add to Cart
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Oracle iStore-Placing Order through iStore
Continue Shopping (Add another Items in Cart) Save Cart For Later Use Check Out for placing order
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Oracle iStore-Placing Order through iStore
While Checking Out system will prompt User Name and password.
New users can register using ‘New User Registration’ link
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Oracle iStore-Placing Order through iStore
System Prompts for Shipping Information. If Address already registered, system gives option for selecting existing address or add new address
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Oracle iStore-Placing Order through iStore
Review Order and Place OrderShip To and Bill To can be changed by Clicking on Change Button
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Oracle iStore-Placing Order through iStore
Details of Order through Order ManagementQuery Order with Order Source as ‘iStore Account’
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Oracle iStore-Placing Order through iStore
Entered/Booked Order Created in Order Management on the basis of setupOrder Header Details
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Oracle iStore-Placing Order through iStore
Entered/Booked Order Created in Order Management on the basis of setupOrder Line Details
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Oracle iStore-Tracking Placed Order Through iStore
User can track placed order through Order tab of iStore
User can view shipment status using ‘Shipment Details’ link
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Oracle iStore-Tracking Placed Order Through iStore
Shipment Details – After Order is released but not shipped
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Oracle iStore-Tracking Placed Order Through iStore
Shipment Details – After Order is Ship Confirmed
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What is iStore –Implementation Point of View
• Oracle iStore consists of two distinct but integrated user interfaces viz. Administrative Application and Customer Application
• Administrative Application is used for :• Create Unlimited Number of Sites• Setup Pricelists, Shipping Methods etc.• Build Product Catalog using Oracle Inventory• Change site look and Feel by selecting different Section
Templates and Product Display Templates• View and Configure Workflow notifications• View Business and Operational Reports
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What is iStore ? Contd..
• Customer Application is full web based Shopping Application. It has various features viz.• Online shopping and orders processed into Oracle
Order Management• Saves and Share Carts, Quotes etc• Track Orders• Cancel Orders• Submit Return Orders• Store and access user addresses and credit card
data
• Order iStore is an integrated part of E-Business Suite
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What is iStore ? Contd..
• Oracle iStore Include following components• Business Objects- The schema for storing customer orders,
product catalog and presentation element (IBE & ASO Database Schema)
• Runtime Services & APIs- These include PLSQL and Java based APIs which manipulate the Business Objects (Data)
• Configurable Customer Application Templates- All customer application menus and pages are customizable using logical template names
• Processing and Routing Templates- In combination with display templates, these templates contain logic and appropriate business flows
• Oracle BLAF (Browse Look And Feel) compliant user interface for Administrative and customer application
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Mandatory Modules for iStore
• Oracle Receivables• Customer Information• Calculate Taxes• Generates Invoices
• Oracle General Ledger• Provides Business Unit Information to iStore• Tasks include setting up of Chart of Account , Calendar,
Currencies and Business Unit
• Oracle Human Resources• Stores information related to organization• Tasks include setting up of Business Group, Locations, Legal
Entities, Operating Unit, Employees, Bill-To and Ship-To Countries
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Mandatory Modules for iStore
• Oracle Inventory• Stores all products (also called as items in inventory
terminology)
• Oracle Order Management• iStore uses OM to track and process customer orders
and shipping details. iStore uses Order Capture APIs and Schema to communicate with OM
• Tasks include setting of System Parameters, Transaction Types, Workflows, Order Number sequence, defaulting rules, flag shipping methods as web enables, payment types
• Oracle CRM Technology FoundationThis must be implemented in order for iStore to work
properly
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Important Responsibilities
• Following responsibilities are needed to implement Oracle iStore• iStore Administrator
• Setup content, section, site, templates etc• iStore Concurrent Program Administrator
• Execute concurrent programs for data refresh• IBE_CUSTOMER
• Place orders using iStore site• CRM HTML Administrator (with all available ROLES)
• Setup business users and associate them to appropriate receivables account
• Create Roles• Application Developer
• Setup message codes and message text• Application Developer Common Modules (AK_DEVELOPER)
• Setup regions, region items/attributes used for Post Sales (Order Tracking)
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Important Profile Options-I
Profile Option Name Value
IBE:Category Set Valid Value from LOV
IBE:Item Master Organization Valid Value from LOV
MO:Operating unit Valid Value from LOV
IBE:Price Event For Shopping Cart Batch Processing
IBE:Create Order In Entered State if It has errors while Booking Yes
IBE:Shopping Event Before Shopping Cart Enter Order Line
IBE:Default Payment Term Valid Value from LOV
JTF_PROFILE_DEFAULT_APPLICATION 671
JTF_PROFILE_DEFAULT_CSS jtfucss.css
JTF_PROFILE_DEFAULT_CURRENCY USD
JTF_PROFILE_DEFAULT_RESPONSIBILITY21819 (iStore Admin at Application Level)
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Important Profile Options-II
Profile Option Name Value
ASO:Automatic Numbering Yes
ASO:Credit Card Authorzation Yes (if CC Allowed)
ASO:Default Quote Status Store Draft
ASO:Default Order State Booked
ASO:Default Order Type Mixed
ASO:Default Sales Rep No sales credit
ASO:Enable TCA Changes Yes
ASO:OM DefaultingYes or No (based on OM Defaulting Rules)
HZ:Generate Party Number Yes (ApplicationLevel)
HZ:Generate Party Site Number Yes (ApplicationLevel)
Sequential Numbering Yes (Site Level)
QP:Item Validation Organization Valid Master Org
ASO : ATP Default Customer Valid Customer
IBE: Retrieve Price When Displaying Items Yes
IBE: Use Price list associated with Specialty Site Yes
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iStore Setup- Concurrent Programs
• Login as iStore Concurrent Program Manager
• Execute Following Concurrent Programs• iStore Search Insert (To Populate iStore Item Search Table)-
Generally executed only once or for complete refresh• iStore Section Search Refresh (Can be executed multiple
times)• Product Autoplacement
• Bounce the Web Server -Web Server needs to be bounced after following events• Setting up defaulting rules in order management• Modifying text messages in oracle forms• Modifying lookups in oracle forms• Running Oracle Pricing Concurrent Programs, Building
sourcing rules• Adding new items to inventory as well as attribute changes• Setting Site level profile options
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iStore Setup- Bouncing Web server (Apache)
• Bounce the Web Server -Web Server needs to be bounced after following events• Setting up defaulting rules in order management• Modifying text messages in oracle forms• Modifying lookups in oracle forms• Running Oracle Pricing Concurrent Programs, Building
sourcing rules• Adding new items to inventory as well as attribute changes• Setting Site level profile options• Setting up discoverer reports• Applying Patches
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Customer Application Display Components
• iStore utilizes JSPs (java server pages) along with APIs to retrieve dynamic data along with static HTML data
• iStore uses templates and other components to present customer application viz.• Display Templates• Section and Product Hierarchy• Content – images and HTML content
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iStore Setup- Catalog Creation
• Login as iStore Administrator using regular oracle applications link
• Navigate to Catalog Tab to see Hierarchy
• Click Section image in Accessories Section which is root section. This will create a new section and open up a page to set the various properties.
• Select Accessories as parent section and mark the Status as Published
• Update other fields viz. Section name, Section Code, Description etc.
• Keep Featured Section as De-Selected
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iStore Setup- Catalog Creation
• Mandatory Product Attributes setup in Oracle inventory• Web Status Flag – Published• Orderable on web – Yes• OE Translatable – Yes• Customer Order Enabled- Yes
• Mandatory setup in OM/Pricing• All iStore products should be present in pricelist used while
iStore Site Creation setup• Order Management Workflow should be assigned to the
order type used in iStore (order type profile option)• ASO: Additional Information Descriptive flex field should be
setup (Header Level DFF and Line Level DFF )
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Customizing iStore• Oracle iStore is a based on Java Server Pages Technology• Oracle iStore consists of hundreds of JSPs which can be configured using
Template Manager user interface. Each JSP is attached to a template name/code
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iStore Customizations- Tips
• If User Interface requirements are not fulfilled by seeded templates the JSP customizations will be required.
• The new JSPs will be created based on seeded JSPs which will be attached to seeded Display Templates using Template Manager screen of iStore Administrative site
• To reflect any changes in JSPs, Item Attributes, Prices etc. Web server will have to be bounced.
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iStore Customizations -Tips
• To view source code of class files used in JSPs developer needs to have following tools• Java Decompilers e.g.
• DJ Java Decompiler 3.9• Jcavaj (Java Decompiler with look and feel of directory
structure)• JSP editor like JDeveloper or even text editor editplus is
sufficient
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iStore Customizations - Tips
• To get information about JSP is getting displayed (which is not necessarily same as jsp name in URL) while using iStore site, use following steps• Copy the hard coded texts from JSP page e.g. field label etc.• Login to Oracle Applications as Application Developer and
navigate to message maintenance screen• All hard codes labels/texts in iStore are store as Messages
in Database with message code starting from IBE%• Get the appropriate message code by querying messages
screen• Login to UNIX and change directory to $COMMON_TOP/html• Use grep command to file given message code in iStore
JSPs e.g.• grep -l “IBE_YOUR_PRICE_COL” ibe*.jsp• This will give list of all JSPs using message code
IBE_YOUR_PRICE_COL
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iStore Customizations - Tips
• Important Tables/Views in iStore
Table/View Name Purpose
IBE_DSP_ATTACHMENTS_V Stores JSP names attached to various templates
IBE_CT_IMEDIA_SEARCH Product Search
IBE_SECTION_SEARCH iStore Section information
IBE_DSP_SECTION_ITEMS Sections and Associated Items
IBE_MSITE_INFORMATION iStore Site Information
ASO_QUOTE_HEADERS_ALL iStore Order Header
ASO_QUOTE_LINES_ALL iStore Order Lines
ASO_SHIPMENTS iStore Order Shipment information
FND_NEW_MESSAGES All iStore hardcode messages