<Insert Picture Here>

Approvals Management with TCA Hierarchy

Ajoy A. Devadawson Oracle Corporation - Consulting

INTRODUCTION

About Oracle Consulting Profile of Project Organization Purpose of CRM - Service

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

Enterprise Architecture
Consolidate Supply Chain applications Capacity Planning of organization, people and materials for deployment Customer Units to generate Demand, going away from supply chain functions which reduce effectiveness Focused on Field Service and Mobile Field Service Requests for Supply, Maintenance and Service routed to back end modules Service Request Charges functionality used to route to Order Management module Tracking Customer Items through Install Base
CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

Trading Community Architecture (TCA)

Data Structure for Customers, Partners, Vendors and their Employees Customer Data Management(CDM) with Customers Online, Customer Data Librarian and Customer Data Hub Organizations, People and Groups as Parties Party Relationships (hierarchical & lateral) for Organizations and People Relationships for Customer Items in Install Base Third party integration with D&B eLocations Spatial Data Integration ( in R12)

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

Integrated View of Customer Model through TCA

Service
Customer Products Service Requests Service Contracts Warranties Entitlements Interaction History Fulfillment History

Marketing
Prospect Leads Target Offers and Promotions

Sales
Opportunities

Customer Preferences & Behavior Customer Profitability Customer Survey Detail

Prospect Profiles
Quotes Proposals Interaction History Collateral History Account Contacts

Customer
Customer Accounts Customer Profiles Demographic Data Customer Financial Information Party Relationships Trading Partners

Configure/BOM
Products Product Configuration Estimates Customization (ECO)

Accounts Receivable
Invoices Payments Credits

Order Management
Pricing Orders Returns (RMA)

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

ORGANIZATION Relationships (Hierarchical and Lateral)

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

PERSON Relationship to Organization

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

User Management (UMX) Roles

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

Service Request Field Service

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

Overview of AME
Highly extensible approval rules engine Design approval rules without/minimal code Integrated into eBusiness Suite Dynamically regenerate approval list

Maintains history of approval status

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

How does AME work?

Start

- AME - Workflow

No

Get Next Approver

Final Approver?

Yes

End (Approved)

Yes

Notify Next Approver

No

Approve?

End (Rejected)

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

10

AME Architecture with TCA / ROLES

TCA -------- Organizations Persons Relationships

ROLES ----------- Assign Roles to Approvers Eligibility check during AME runtime

AME -------- Dynamically build Approver Groups Linking Conditions and Approver Groups in a AME Rule Custom Action Handler

WORKFLOW

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

11

AME Administrator Dashboard

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

12

Components of AME
Attributes (e.g., UMX_ROLE) Conditions (e.g., UMX_ROLE in (XXMC SR Approver A) Action Types (e.g., Approval-group chain of Authority, HR Position) Action Handler ( program to build Approver Group based on Action Type) Approver Groups ( list of approvers who have to approve notifications) Rules ( link Conditions to Approver Groups)

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

13

AME Attribute

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

14

AME Condition

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

15

AME Action Type

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

16

AME Approver Group

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

17

Custom Action Handler

The Custom Handler has the following features: Builds Approver Groups of People attached to organizations in TCA Recognizes Roles assigned to People Callable from within AME module, thereby integrating TCA and UMX modules Can climb TCA hierarchy to find next approver who could be in requestors org or in a higher level org Can find another approver who is in another org attached to requestors org through a relationship

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

18

AME Rule

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

19

Useful References
Approvals Management Responsibilities and Setup in AME.B Metalink Note # 434567.1 FAQ on AME Note # 431815.1 AME Developers / Implementation Guide Note # 289927.1 TCA Documentation Resources, R12 Note # 396778.1 Oracle TCA Best Practices Note # 269124.1 Oracle Customer Data Hub Implementation Concepts and Strategies Note # 312811.1 Email: ajoy.devadawson@oracle.com

CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

20

Q&A
CONFIDENTIAL: All capabilities are for planning purposes only and may not be used in any contract

21