Friday, August 9, 2013

Install Base Instance creation for an Intangible non-shippable item on a sales order.

In order to start with this topic one should have a clear understanding of Tangible and Intangible items.
Tangible Items: Items which are physical and exists in real world are known as tangible items. Install base instances can be used to track such items. This includes all the items which you can see from your eyes and can feel by touching. Like your computer laptop, mouse and so on.
Intangible Items: Items which cannot be seen but exists in virtual world or in business processes such as licenses, software, services and agreements. Install base instance can be leveraged to track such assets too.
The below fig depicts a high level flow of the Order processing for both Tangible (Shippable) item and Intangible (Non-Shippable) Item:

Oracle Install Base tracking of intangible items at fulfillment requires workflow customization as defined below:
Tracking intangible items, which are non-shippable and non-stockable, requires a separate procedure because Oracle Installed Base has no direct interaction with Oracle Inventory. With the sales order fulfillment these intangible items are created and tracked. For this an integration of Oracle Installed base with Oracle Order Management is required this integration is achieved by modifying the order line workflows. The following two steps are required to modify order line workflows to enable Oracle Installed Base tracking for intangible items:

Setup Oracle Workflow Builder

The workflow builder setup is done in oracle workflow Builder.
1.> Using Oracle Workflow builder on your client PC connect to the database of your dev instance.
2.> Select OM Order Line from Show Item Types window.
3.> Click << button to move to visible list, and click OK.
4.> In navigator window expand the list by clicking on + sign.
5.> Click OEOL/OM order line to select it, and now you can add a new function.
6.> Choose Edit>New>Function from the menu.
7.> In the activity tab page provide Internal Name: INSTALL_BASE_INETRFACE, Display Name: Install Base Interface, Description: IB interface for fulfillable order lines, Function Name: CSI_ORDER_FULFILL_PUB.FULFILL_WF, Function Type: PL/SQL, Result Type: Blank
8.> In the details tab page Error Item Type: WFERROR, Error Process: RETRY_ONLY, On Revisit: RESET.
9.> Once clicked on OK, you can create a new process and assign this new function to the new process.
10.>               Select processes, right click the order line flow that you want to customize and choose copy, once you apply paste the process property window opens.
11.>               Enter a different internal name and display name for the newly created process and click ok. The process is now created.
12.>               Open the process as created above and click on new function. Click the Internal Name LOV and choose Install Base Interface.
13.>               Delete the line after the fulfill function. This line is the one going from fulfill to the node after Fulfill. Insert Install base Interface after the fulfill function; drag the Fulfill to the Install base Interface. Now drag the Install base interface to the node after Fulfill. Choose Any for option results and Save.

Setup oracle Order Management Transaction Type

Below steps can be used to set up the required transaction types in Oracle Order Management.
1.>   Navigate to Order Management Super User (R)-> Setup(F)-> Transcation types
2.>   Query the desired transaction types and assign workflows.
3.>   End Date appropriate seeded line types using seeded workflows.
4.>   Create another record with the same line type as above.
5.>   Assign modified workflow process as above to this line type and save.

Process The Sales Order for an intangible non-shippable item as below:

Once the above two steps are complete the sales order lines which would be using the newly customized workflows will have an interface to Oracle Installed Base. Below steps can be leveraged to process the sales order for Intangible items.
Place an order for an intangible non-shippable item through Oracle Order Management using the customized line type.
·         Book the Sales Order.
·         Run the Workflow Background process.
·         View the instance created in Install Base.

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