Understand TCA Customer Entities & UI 3-26-14

7/25/2019 Understand TCA Customer Entities & UI 3-26-14

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Oracle Advisor Webcast

Understanding Trading Community

Architecture (TCA) Customer Entities & User

Interface

Tasneem Furniturewalla, Principal Technical

Support Engineer


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Objectives

Become familiar with the

Customer Standard UserInterface (UI) in Release 12

Gain an overview of the

Customer Data Model

Understand Data Quality

Management (DQM) in the UI

Learn about Multi-Org Access

Control (MOAC) in the UI




Agenda

Sample Trading Community Architecture (TCA) busines

Customer User Interface (UI) tab structure

Key tables in the Customer Data Model

Find & run Customer related diagnostic scripts

11i Customer Standard Form

Release 12 Customer User Interface

Release 12 Customer User Interface Setup

Data Quality Management (DQM)

Multi-Organization Access Control (MOAC)




Sample TCA Business Scenario

Business World

Co

Cr

Financial

Services

Travel

Services

Corporate

Credit

John Smith

Employee of

Business World

Husband

and WifeRelationships

Parties

Corporate Card

3300 6900 1000 4999

Per

509Brokerage

59440339

Accounts

Divisions

of ABC

Company

Corporate Travel

80998-7899Consumer Ca

3300 8300 3000




Customer User Interface (UI) Tab Struc

Party

Sites

Party RelationshipsCommunicationProfile Accounts

Site Use Details

Site

Details

Account

Profile

Profile

Amounts

Payment

Details

Communication

Relation-

ships

Order

Manage

Business

Purposes Communication

Accounting

Payment

Details Account

Site

Profile

Prof

Amo

Order Management 1




Customer Data Model – Key HZ Tables

HZ_RELATIONSHIPS

HZ_PARTY_SITES

HZ_PARTY_SITE_USES

HZ_CONTACT_POINTS

HZ_LOCATIONS

HZ_CREDIT_RATINGS

HZ_PERSON_PROFILES

HZ_CUSTOMER_PROFILES

HZ_CUST_ACCOUNTS

HZ_CUST_ACCOUNT_ROLES

HZ_CUST_ACCT_RELATE_ALL

HZ_ROLE_RESPONSIBILITY

HZ_CUST_ACCT_SITES_ALL

HZ_CUST_CONTACT_POINTS

HZ_CUST_PROFILE_AMTS

HZ_CUST_PROFILE_CLASSES

HZ_CUST_PROF_CLASS_AMTS

HZ_ORGANIZATION_PROFILES

HZ_CUST_SITE_USES_ALL

HZ_ORG_CONTACTS

HZ_ORG_CONTACT_ROLES

HZ_PARTIES




Key Party Tables

HZ_PARTIES

– Includes identifying address information

HZ_LOCATIONS

– Address locations referenced by other entities, such as parand contacts

HZ_PARTY_SITES

– Links parties to locations

HZ_PARTY_SITE_USES

– Information about party site uses / business purposes




Key Account Tables

HZ_CUST_ACCOUNTS

– Customer account information – Includes status and owning party

HZ_CUST_ACCT_SITES_ALL

– Information about the account address locations across op

HZ_CUST_SITE_USES_ALL

– Business purposes information assigned to customer acco

– Includes primary site use indicator

HZ_CUSTOMER_PROFILES




Diagnostic Scripts For Customer Data

The following diagnostic scripts are available under Recei

Application:

Customer Data (includes Account data) (Doc ID 463522.1)

Party Data (Doc ID 732199.1)

Customer Interface Data (Doc ID 732196.1)










Running Customer Related DiagnosticResponsibility: Application Diagnostics

Navigation: Diagnose > Select Application = Receivables




Running Customer Related Diagnostic




Party Data Diagnostic – Request




Party Data Diagnostic – Report Informa




Party Data Diagnostic – Table Data




11i Customer Standard FormDisplays a mix of party and account information




Release 12 Customer User Interface (U

Improved usability

– Implements many requested enhancements and has more

– Fully HTML

– Leverages the Trading Community Architecture (TCA)

– Intuitively models customer data in compliance with TCA be

Improved flexibility

– Built using the latest Oracle Applications (OA) Framework

– Pages can be personalized*

*Refer Oracle Application Framework Personalization Guide (B31347-02

http://www.oracle.com/technetwork/documentation/applications-167706.html








Responsibility Navigation

Receivables Customers > Customers

Trading Community Manager Trading Community > Customer

Standard

Customers Online Superuser Customers Tab > Organization

Customers Tab > Persons





The HTML UI separates party and account information int

Customer Overview

Account Overview

Account Site Overview

Main Sections




Customer UI Process – Customer Over




Customer UI Process – Account Overv

C UI P A Si O




Customer UI Process – Account Site O

C t UI P B i P




Customer UI Process – Business Purp

Next Slide for Details

C t UI P B i P




Customer UI Process – Business Purp

R l 12 C t U I t f (U





No new profile options or system options introduced in R12

Account or Account Site Profiles defaulted from Customer Pro

No behavior change compared to 11i form

Set Key Profile Options

Set Key Receivables System Options

Create Customer Profile Classes

C t UI P Fi d C t




Customer UI Process – Find Customer

Toggle

Customer UI Process Find Customer




Customer UI Process – Find CustomerSearch Results

Search

Criteria

MatchingParties

Accounts within






Create and maintain information on:

Customers

Accounts

Account sites

Business purposes for account sites

Related information such as contacts, relationships

Customer UI Process Create Custom




Customer UI Process – Create Custom

Customer UI Process Create Custom




Customer UI Process – Create Custom

Customer UI Process Create Accoun




Customer UI Process – Create Accoun1. Accounts - Create Account 2. Account information & A

e

Customer UI Process – Create Accoun




Customer UI Process – Create Accoun1. Sites - Create Site 2. Create new or use exist

e

Existing

Customer UI Process – Create Business




Customer UI Process Create Business1. Account Site-Business Purpose 2. Business Purpose Det






Overview

Setup steps for Customer UI

– Administration Page – Transformation Functions

– Match Rules & Synchronization

– Staging tables

– Smart Search Profile Options

DQM versus non-DQM Search UI What’s new in DQM Synchronization

New DQM diagnostic reports

Data Quality Management Overview





TCA – enabling infrastructure of Customer Data Hub (CD

DQM features in the Customer User Interface

– Smart Search

– Duplicate Prevention






Search Criteria

Ma

Se

Possible Matches

Smart Search






Possible MatchesInput Record Ac

WAR

Duplicate Prevention

DQM Setup Steps For Customer User I




DQM Setup Steps For Customer User I

DQM Administration Page for overview and set up

Optional – Identify Attributes used for Search and assign

Transformation Functions

Optional – Define Match Rules

Optional – Define word replacement

Set up new DQM Synchronization Process

First time – run the DQM Staging Program (stage all da

Set the DQM profile options (System Administrator)

DQM Administration Page – Overview




DQM Administration Page Overview

Responsibility: Trading Community Manager

Navigation: Administration > DQM

Attributes & Transformation Functions





Seeded transformation examples:

– Exact

– Cleanse

Custom transformations can be defined

Multiple transformation rules can be applied to each colu

For each transformation applied, an independent column

stored in the staging table

Example Of Transformed Data




Organization Name

In-Trend Apparel

HZ_STAGED_PARTIES

INTREND APPAREL INTRND APRL

Capitalizes all letters

Removes non-alphanumeric characters

Reduces any white space to one space

Removes double letters, retaining one

Removes vowels except initial vowels

Makes all characters UPPE

Removes all non-alphanum

Reduces double space to a

Cleanse Transformation Exact T

Defining Match Rules

http://c/Documents%20and%20Settings/mejohnso/Desktop/MLD%20TST%20ORG

http://c/Documents%20and%20Settings/mejohnso/Desktop/MLD%20TST%20ORG




g

DQM Staging Tables & Staging Program




g g g g g

DQM Staging Program populates transformed values of T

data into:

Responsibility: Trading Community Manager

Navigation: Concurrent Requests > Program Name = DQM Stag

Logical Entity Staging TableParty HZ_STAGED_PARTIES

Address HZ_STAGED_PARTY_SITES

Contact HZ_STAGED_CONTACTS

Contact Point HZ_STAGED_CONTACT_POINTS

DQM Synchronization




y

Keeps TCA Registry in sync with DQM Staged Schema

DQM Real Time Synchronization in Release 12 now calle

Set up under the Administration > DQM Tab

– Options: Automatic, Batch or Disable

No longer a

– Workflow Business Event

– System Profile

Smart Search – Profile Options




p

HZ: Enable DQM Party Search = Yes

HZ: Match Rule for Organization Simple Search

(HZ_ORG_SIMPLE_SEARCH_RULE)

HZ: Match Rule for Organization Advanced Search

(HZ_ORG_ADV_SEARCH_RULE)

HZ: Match Rule for Person Simple Search

(HZ_PERSON_SIMPLE_SEARCH_RULE)

HZ: Match Rule for Person Advanced Search

(HZ_PERSON_ADVANCED_SEARCH_MATCH_RULE)

Customer Search With DQM Enabled





Advanced Sea

Button displaye

Match % i

results sec

Customer Search With DQM Disabled




HZ: Enable DQM Party Search = No

No

res

N

S

Duplicate Prevention – Profile Options





HZ: Enable Duplicate Prevention at Party Creation

– Person, Organization or Person and Organization

HZ: Match Rule for Person Duplicate Prevention

HZ: Match Rule for Organization Duplicate Prevention

HZ: Match Rule for Contact Duplicate Prevention

11i Profile Option ‘HZ: Duplicate Allowed’ used in Custom

form no longer used in R12

Duplicate Prevention




New DQM Diagnostic Reports




Navigation: Administration> DQM > Setup > Diagnostics> Repor

Provide details about the current DQM setup & processes

Multi-Organization Access Control (MO




Perform tasks across operating units without changing res

Responsibility Responsibility Responsibility

Holland

Legal Entity

Denmark

Legal Entity

Belgium

Legal Entity Tasks

Account

Collectio

RequisitPurchas

Invoices Custome

Manage

Receivin

Single Responsibility

Belgium

Operating Unit

Holland

Operating Unit

Denmark

Operating Unit

Benefits Of Multi-Org Access Control




No need to switch applications responsibilities when pro

transactions for multiple operating units

Allows access, processing, and reporting of data for mul

units

Data security & access privileges maintained using secu

that support a list of operating units

Allows a default operating unit to be set

Multi-Org Access Control In Customer




Operating Units in your access list

SummaryWh t d t d




Sample TCA business scenario

Customer User Interface, key tables &

setups

Customer related diagnostic scripts

Data Quality Management in the

Customer UI

Multi-Organization Access Control in the

Customer UI

What we covered today

Top Articles and Community Links




Oracle Receivables: Overview of the

Customer Form in Release 12 (Doc ID

1436547.1)

Oracle Trading Community Best

Practices Setting Up Customer and

Prospect Data (Doc ID 269124.1)

FAQ on the setup/usage of DQM ProfileOptions for OCO and Receivables,

Release 11i (Doc ID 565905.1)













Documentation Link to:

Trading Community Architecture

Administration Guide Release 12.1 PartNo. E13568-04

Customers Online Administration and

User Guides Release 12.1 (Part No.

E13573-04 & E13574-04)

Receivables Administration and User

Guides Release 12.1 (Part No. E13510-

04 & E13522-04)







Continue the discussion! For follow up questions on to

covered in this webcast, connect via this Receivables Co

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Understand TCA Customer Entities & UI 3-26-14

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