RELEASE CONTENT DOCUMENT

Release 12 Order Management

Prepared by Order Management Product Management Team

Last Updated: Version:

8/09/2006 7

Copyright 2006, Oracle. All rights reserved.

Table of Contents
1. 2.
2.1. 2.2.

Disclaimer Introduction
Purpose of Document Reference Documents

1 2
2 2

3.
3.1.

Order Management
Order Management
3.1.1. Overview 3.1.2. Features 3.1.2.1. Multi-Organization Access Control 3.1.2.2. Inventory Convergence 3.1.2.3. Customer Acceptance 3.1.2.4. Mass Scheduling 3.1.2.5. Enhanced Header Attribute Cascading 3.1.2.6. Exception Management Enhancements 3.1.2.7. Workflow Validation Tool 3.1.2.8. Credit Card Security Code 3.1.2.9. Create Orders in Contact Center 3.1.2.10. Payment Due With Order 3.1.2.11. Recurring Charges 3.1.2.12. Telecommunications Service Orders with Equipment 3.1.2.13. Rosetta Native Message: PO Acknowledgements in Order Management 3.1.2.14. Scheduling ATO Items without BOM 3.1.2.15. Customer Credit Check Hold Source Support across Operating Units 3.1.2.16. Renaming Blanket Sales Agreements to Sales Agreements 3.1.2.17. Oracle Shipping Execution Changes 3.1.2.18. Oracle Release Management Changes 3.1.3. Terminology

3
3
3 3 3 3 4 4 5 5 5 5 6 6 6 6 6 6 6 7 7 7 7

3.2.

Advanced Pricing
3.2.1. Overview 3.2.2. Features 3.2.2.1. Price Book 3.2.2.2. Support for Hierarchical Categories in Advanced Pricing 3.2.2.3. Continuous Price Breaks 3.2.2.4. Support TCA Party Hierarchy 3.2.2.5. Recurring Charges 3.2.2.6. Multi-Organization Access Control for Pricing Security 3.2.2.7. Pricing Parameters 3.2.2.8. Advanced Pricing Support for Purchasing Global Blanket Agreements 3.2.2.9. Remove QP: Time UOM Conversion Profile

8
8 8 8 8 9 9 9 10 10 10 10

3.3.

Oracle Configurator
3.3.1. Overview 3.3.1.1. Integration of APC User-Defined Attributes 3.3.1.2. Model Migration 3.3.1.3. JavaServer Pages (JSP) Tag Library 3.3.1.4. TSO Enabled Call Centers 3.3.1.5. TSO Bundled with Customer Premise Equipment

11
11 11 11 11 12 12

3.4.

Oracle iStore
3.4.1. Overview 3.4.2. Features 3.4.2.1. Telecommunication industry specific features 3.4.2.2. Self-service Online Account Creation for Existing Customers

13
13 13 13 13
ii

R12 Order Mgmt Release Content Document, Rev. 00

3.4.2.3. 3.4.2.4. 3.4.2.5. 3.4.2.6. 3.4.2.7. 3.4.2.8. 3.4.2.9. 3.4.2.10. 3.4.2.11. 3.4.2.12. 3.4.2.13. 3.4.2.14. 3.4.2.15. 3.4.2.16. 3.4.2.17. 3.4.2.18. 3.4.2.19. 3.4.2.20. 3.4.2.21. 3.4.2.22. 3.4.2.23. 3.4.2.24. 3.4.2.25.

Usage for models Procurement Collaboration Duplicate Cart Risk Management and CVV2 Ability to capture end customer information Order Tracker advanced search Split configurations Online Return Enhancements Site level partner specific price list support Delegated user opt-out support Site Selection Page Layout Enhancements Contracts Enhancements Marketing campaign code tracking for the session Web Analytics support Shopping cart and checkout flow enhancements Web crawler support Batch mode section duplication and layout cascading support SSO Support Enhanced Multi-Org Compliance Usability Enhancements Credit Card Enhancements Compliance eTax Compliance Content Management Enhancements

14 14 14 14 14 14 15 15 15 15 15 15 16 16 16 17 17 17 17 17 18 18 18

R12 Order Mgmt Release Content Document, Rev. 00

iii

1.

Disclaimer
This Release Content Document (RCD) describes product features that are proposed for the specified release of the Oracle E-Business Suite. This document describes new or changed functionality only. Existing functionality from prior releases is not described. It is intended solely to help you assess the business benefits of upgrading to Release 12. This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement, which has been executed and with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remains at the sole discretion of Oracle. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

R12 Order Mgmt Release Content Document, Rev. 00

Purpose of Document

2.

Introduction
2.1. Purpose of Document
The Release Content Document (RCD), produced as part of Oracles Applications Product Lifecycle (APL), communicates information about new or changed functionality in the specified release of the Oracle E-Business Suite. Existing functionality from prior point releases is not described. However, content introduced by Family Packs, MiniPacks or Standalone patches since the prior point release has been included in this document and denoted accordingly.

2.2.

Reference Documents
Name Location Completion Date

R12 Order Mgmt Release Content Document, Rev. 00

Purpose of Document

3.

Order Management
3.1. Order Management
3.1.1. Overview
Oracle Order Management drives the order fulfillment process of any business. The open, workflow based architecture supports tailored, automated fulfillment processes without customization. It captures multi-channel demand from sources including EDI, XML, telesales or web storefronts. As part of a complete order to cash solution it enables global order promising integrated to shipment execution.

3.1.2.

Features
3.1.2.1. Multi-Organization Access Control Multi-Org Access Control enables companies that have implemented a Shared Services operating model to efficiently process business transactions by allowing them to access, process, and report on data for an unlimited number of operating units within a single applications responsibility. This increases the productivity of Shared Service Centers for users no longer have to switch applications responsibilities when processing transactions for multiple operating units at a time. Data security is still maintained using security profiles that are defined for a list of operating units and determine the data access privileges for a user. Many companies have customer service representatives (CSRs) in a single location who accept and process sales for multiple operating units. Oracle Order Management enables CSRs to enter, access, and view customer sales documents in multiple operating units from within a single responsibility without changing forms or windows. Implementers may also access the Order Management setup forms for multiple operating units from within a single responsibility without changing forms or windows. Oracle Order Management users can run reports and concurrent programs for different Operating Units from within a single responsibility. They can also use Order Import to bring in orders for different Operating Units from within a single responsibility. The same applies to the Oracle Order Management Public Application Program Interfaces (APIs). 3.1.2.2. Inventory Convergence The Process Inventory and Oracle Inventory applications are now a single application for managing inventory across the entire Oracle e-Business Suite. Process features have been added to Oracle Inventory to support Process characteristics, such as dual units of measure, grade, child lots as a subdivision of lot-controlled inventory, and the use of material status. As a result, the integration between Oracle Process Inventory and Oracle Order Management has been removed and the single inventory application, Oracle Inventory, is the one source of all material management information. Key areas that have been enhanced for Oracle Order Management include improved allocation (picking) rules and added features to Move Orders. Additionally, the ability to price by a secondary quantity is available to all users who track their inventory in two quantities. Process users can leverage all of the functionality in Oracle Order Management, such as enhanced

R12 Order Mgmt Release Content Document, Rev. 00

Order Management

scheduling and reservations, and international drop shipments, as well as Oracle Warehouse Management functionality. Reservations Oracle Process Manufacturing users can leverage all reservation functionality available to Oracle Order Management users. This includes fair share and percentage reservations, reserving material at a detailed or high level, and enhanced reservations. Enhanced reservations is a new feature for this release that lets the user match any demand to any supply. Thus, a sales order can be reserved against a purchase order or Process Execution batch. The reservation is then converted into an allocation when the purchase order is received or the batch is completed. Pricing An item can be tracked in two units of measure and priced in either unit. The new column in the item master for Pricing determines the quantity on which the price will be based. For items that are tracked in two quantities, the price can be computed on either the primary or secondary order and shipped quantities. When inventory is tracked in only one unit, but priced in a secondary unit, then the price is computed when the shipped quantity is entered through the mobile transactions. This feature of pricing by secondary quantity, without tracking the inventory in that quantity, is known as catch weight pricing and is only available when Oracle Warehouse Management is implemented with Oracle Order Management.

Please see the Oracle Process Manufacturing Logistics RCD for additional information. 3.1.2.3. Customer Acceptance Customers in some industries and geographies often need to be able to defer invoicing and/or revenue recognition for shipped goods until the customer receives the shipment and formally accepts the material. Customer acceptance can be captured from customers, customer service representatives, or from an external system. Customers can log into the self-service Order Information portal, customer service representatives can call the Order Information portal from their sales order workbenches, or Order Import/Process Order API can import customer acceptance captured from an external system. Oracle Order Management supports only full acceptance or total rejection for each outbound order line. Implicit acceptance is supported using a number of days after shipping. For example, acceptance is assumed if the customer does not accept within 30 days. When customer acceptance is required, this event must be recorded before invoicing can occur (for pre-billing acceptance) or revenue can be recognized (for post-billing acceptance). Customer Acceptance rules are defined in Oracle Receivables Revenue Management module, and enforced in Oracle Order Management. Please see the Oracle Receivables RCD for additional information about Revenue Recognition. 3.1.2.4. Mass Scheduling The Schedule Orders concurrent program is enhanced to schedule lines that have never been scheduled or those that have failed manual scheduling. This increases the ability to control when scheduling occurs, and it also allows rescheduling in batch if supply is more or less than anticipated. It is possible to sort by Request Date and Line Creation Date. Additional query parameters are also provided. Mass Scheduling also supports unscheduling and rescheduling. For example, users can query all lines scheduled to ship on Day 2, and unschedule them. When desired perhaps when there is additional supply those lines can be scheduled again. You can query scheduled lines and run scheduling again. This could result in a schedule date that is earlier, later, or the same as the previous schedule date. For example, perhaps a huge
R12 Order Mgmt Release Content Document, Rev. 00 Order Management 4

order for Item A is canceled by a customer. Schedule Orders provides the capability to reschedule in batch, releasing the supply of the canceled order lines, and re-directing that supply to other order lines. You can query a group of lines and reschedule them based on Request Date, which may result in an earlier schedule date. If desired, a Warehouse or Schedule Date can be specified at the time of scheduling or rescheduling. 3.1.2.5. Enhanced Header Attribute Cascading Cascading of header attributes to corresponding line details is enhanced to provide greater flexibility when entering orders. When certain header attributes are changed, the corresponding line attributes can be changed automatically or the user will be given the choice of propagating the header changes to the lines. 3.1.2.6. Exception Management Enhancements Exception Management improves visibility to workflow errors and eases the process of retrying workflows that have experienced processing errors. You can submit a concurrent program to retry workflow activities in error and then view the output for the result of the activities. This batch process will retry all the failed activities satisfying the criteria entered in the selection window. You have the option to run this batch program in either Preview mode to review the activities in error or Execute Mode to process the activities in error. Note: This feature was first released in 11.5.10 CU2. 3.1.2.7. Workflow Validation Tool Oracle Order Managements open, workflow based architecture supports tailored, automated fulfillment processes without customization. The workflow validation tool ensures that changes/additions made to workflows by customers are consistent with their business processes. Note: This feature was first released in 11.5.10 CU2. 3.1.2.8. Credit Card Security Code Mail orders and telephone orders and other card-not-present transactions have higher fraud rates than face-to-face transactions. Credit card companies are now directing merchants to ask cardholders for the Credit Card Verification Value of their credit card when cardholders place orders. The Credit Card Verification Value is a three or four digit security code that is most often printed on the back of credit cards. By asking the cardholder to provide the Credit Card Verification Value the merchant can validate that a genuine card is being used during the transaction. Merchants using Credit Card Verification Value can expect to reduce their chargebacks by as much as 26 percent. Visa calls the credit card verification value for CVV2, MasterCard/Eurocard calls it CVC2, Discover Card and American Express calls it CID. Credit Card Security Code is supported through Order Import in addition to Order Management user interfaces and process order public API.

R12 Order Mgmt Release Content Document, Rev. 00

Order Management

3.1.2.9. Create Orders in Contact Center The Contact Center form is enhanced to host new Oracle Order Management tab pages to create and edit orders. The Contact Center is also enhanced to support a streamlined flow to order changes to telecommunications services using the new Oracle Order Management tab pages and an enhanced Installed Base tab page.

Please see the Oracle TeleService RCD for additional information.

3.1.2.10. Payment Due With Order In the sale of telecommunications services and equipment to consumers, the consumer must sometimes pay for a portion of the total order amount at the time of order placement. The calculation of the payment that is due with the order depends on the business logic specified by the service provider. For example, the payment that is due with the order can be the sum of only the tangible goods, sum of all the one-time service charges (such as activation and installation fees) or some such combination. 3.1.2.11. Recurring Charges This Oracle Order Management feature accurately display totals, taxes and discounts of recurring and one-time prices when telecommunications services are ordered. 3.1.2.12. Telecommunications Service Orders with Equipment Customers are now able to purchase equipment such as wireless handsets, modems, etc. while ordering telecommunications services. Please see the Oracle Configurator and Oracle Install Base RCDs for additional information. 3.1.2.13. Rosetta Native Message: PO Acknowledgements in Order Management Oracle Order Management distinguishes between OAUG XML and native Rosettanet messages and integrates with the Supply Chain Trading Connector to generate native Rosettanet messages (PIPS). 3.1.2.14. Scheduling ATO Items without BOM Currently assemble to order (ATO) items require a Bill of Material in either the shipping or the Item Master validation organization to perform scheduling actions on them. This functionality is enhanced to provide the option of not requiring a BOM to schedule an ATO item when ATP is based on collected data (ODS mode). A BOM is not required for these items if ATP is based on planning output (PDS mode). In this release, the user has an option of not requiring a BOM to schedule an ATO item even when ATP is based on collected data (ODS mode). 3.1.2.15. Customer Credit Check Hold Source Support across Operating Units

Order Management honors credit holds placed on customers from AR across operating Units. When Receivables places a customer on credit hold a hold source will be created in all operating units which have: A site defined for that customer
An order placed against that customer.

R12 Order Mgmt Release Content Document, Rev. 00

Order Management

3.1.2.16. Renaming Blanket Sales Agreements to Sales Agreements Blanket Sales Agreements are renamed to Sales Agreements. There is no functional impact. 3.1.2.17. Oracle Shipping Execution Changes For information about changes made in Oracle Shipping Execution as part of this release, please refer to the Oracle Logistics RCD. 3.1.2.18. Oracle Release Management Changes For information about changes made in the Oracle Release Management as part of this release, please refer to the Oracle Logistics RCD.

3.1.3.

Terminology
Term Definition

Sales Agreement (SA)

Detailed level reservations Fair share reservations High level reservations High Volume Order Processing One-time service Percentage reservations

A long-term sales agreement between a supplier and a customer. The agreement is usually for the purchase of a certain number of units or value of goods over a set time period. Material reservations at a lower level than item, either lot, subinventory, and/or locator level. Reservation mode where the available inventory is allocated equally across the selected orders Material reservations at the item level Batch importing and processing for implementations with a high system load A service that is only fulfilled and invoiced once Reservation mode where the specified line fill percentage is allocated to the selected orders until the available inventory is exhausted

R12 Order Mgmt Release Content Document, Rev. 00

Order Management

3.2.

Advanced Pricing
3.2.1. Overview
Oracle Advanced Pricing is the application that consistently executes complex pricing for maximum profit. Oracle Advanced Pricing lets your business easily implement even the most complex and volatile pricing strategies to meet todays changing business requirements. Oracle Advanced Pricing enables companies to quickly define and maintain sophisticated pricing strategies by breaking price creation into simple elements: define pricing rules, assign rules to create specific pricing actions, and designate pricing controls. Oracle Advanced Pricing is a key component of the Oracle E-Business Suite, an integrated set of applications that are engineered to work together to drive profitable customer interactions.

3.2.2.

Features
3.2.2.1. Price Book With this release, Oracle Advanced Pricing provides a robust self-service capability for users to generate and publish lists of products they sell with their related prices. The user has the ability to generate a Price Book showing list and net prices for a specific customer. The Price Book can cross multiple price lists to derive the net price for a customer. Multi-currency price lists as well as formula pricing are included. Current, past or future effective pricing dates are supported. Input criteria can optionally include specific items, item category, pricing attributes, qualifiers and price lists. The Price Book uses the customer item cross reference number (when available) rather than the internal item number, making it easy for the customer to identify their items. A Price Book can be generated for a customer or a Delta Price Book showing only items with changed prices can be created. The publication options for the Price Book include: printed report, online views, XML messages and email. Additionally, a Price Book API is provided for other applications to generate a price book and then use the information as required. The feature is available in Basic and Advanced Pricing. Basic Pricing users have a subset of the full price book functionality. 3.2.2.2. Support for Hierarchical Categories in Advanced Pricing Advanced Pricing now offers extensible pricing support for flattened and hierarchical item categories. This feature allows users to have more flexible and simplified pricing setups that can span across multiple category sets. Several enhancements have been made in order to support this feature: Users can now define one or multiple functional areas for a given source system. Each functional area will have an associated category set that may be hierarchical or flattened. On the pricing setup UIs, the product value (or product in HTML) list of values will display all categories belonging to those enabled functional areas.

R12 Order Mgmt Release Content Document, Rev. 00

Advanced Pricing

At runtime, the pricing engine will sources all the categories belonging to those category sets associated with the source systems for that request type through the pricing transaction entity. All the parents of the categories of the items are sourced only for hierarchical categories.

This feature is only available to Advanced Pricing users. 3.2.2.3. Continuous Price Breaks Advanced Pricing now supports continuous price breaks ranges for price lists, modifiers, and agreements. Starting in release 12, all newly created price breaks will be continuous. This means that within a price break, the starting value must be 0 and there are no gaps across the break lines. In the example below, a quantity greater than 0 and up to and equal to the first 10 ordered is priced at $10. Any quantity greater than 10 and up to and equal to 20 is priced at $9. Quantity Price

0-10 10-20

$10 $9

If you plan to uptake the Break UOM proration feature, it is recommended to change your current price breaks to continuous price breaks. Pricing behavior for existing price break setups is not affected and will be backward compatible. Any new price break line created through Copy Price List, Copy Modifier, or duplicate line functionality will be converted to continuous. This feature is available for Basic and Advanced Pricing users wherever price breaks are supported. 3.2.2.4. Support TCA Party Hierarchy Advanced Pricing has added the attributes that are required to support the party relationship structure provided by Oracles Trading Community Architecture. This functionality enable users to easily set up party qualifier based price lists and modifiers such that they apply not only to the qualifying party but also to all parties that are in levels below the qualifying party in the party hierarchy. You do not need to set up a separate qualifier for each party. One usage example is that a discount could be given for a parent company and all of its subsidiaries. This feature is only available to Advanced Pricing users. 3.2.2.5. Recurring Charges Advanced Pricing can now price based on the value of a new charge periodicity pricing attribute. Examples of values for charge periodicity include: Monthly, Quarterly, etc. Applications Oracle iStore, Oracle Quoting and Oracle Order Management will leverage this new functionality to calculate prices when telecommunications services with recurring charges are quoted or ordered. Please refer to iStore, Quoting and Order Management for additional information. The feature is available in Basic and Advanced Pricing.

R12 Order Mgmt Release Content Document, Rev. 00

Advanced Pricing

3.2.2.6. Multi-Organization Access Control for Pricing Security The Pricing Security feature in Oracle Pricing allows users to enable control of who has access to maintain and view a specific pricing entity. Security access roles are at Global, Organization, Responsibility, and User. When pricing security is enabled, users have the option to create pricing entities as global (available to all operating units) or be available to a single operating unit. In this release, Pricing Security will now work with Multi Organization Access Control, enabling users to efficiently process business transactions by allowing a user to set up data pertaining to multiple Operating Units through a single responsibility. Pricing UIs enable the Operating Unit field if global flag is not selected and this field displays the responsibilitys default Operating Unit. The user will have the option to choose one from the different Operating Units that the responsibility has access to. In addition, Copy functionality in Advanced Pricing has been enhanced so users can create copied pricing entity as global or assign to a different operating unit that the responsibility has access to. The feature is available in Basic and Advanced Pricing. 3.2.2.7. Pricing Parameters Pricing Parameters control certain behaviors of the pricing application and can be assigned a value at the pricing transaction entity and request type level. Oracle Advanced Pricing is initialized with a set of seeded parameters; users cannot create new parameters. For each parameter, there might be seeded values that can vary for different level names. Users can select a different value for their implementation. The feature is available in Basic and Advanced Pricing. 3.2.2.8. Advanced Pricing Support for Purchasing Global Blanket Agreements Oracle Procurement is extending the integration with Advanced Pricing to include global blanket agreements. Users will be able to price releases based on pricing rules defined in Advanced Pricing. Please refer to Purchasing for additional information. The feature is only available to Advanced Pricing licensed with Oracle Procurement. 3.2.2.9. Remove QP: Time UOM Conversion Profile It is no longer necessary for users to choose a value for the Time UOM conversion profile. The pricing engine will use Oracle Service Contracts API for time period conversions if service start and end dates are passed; and if dates are not passed, it will use Inventory UOM Conversion API. The feature is available in Basic and Advanced Pricing.

R12 Order Mgmt Release Content Document, Rev. 00

Advanced Pricing

10

3.3.

Oracle Configurator
3.3.1. Overview Oracle Configurator is a strategic guided selling and configuration product providing next-generation, state-of-the-art configurator technology. Sold as a powerful add-on module to Oracles Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) applications, this product supports configurations throughout the enterprise from a centrally maintained configuration model. Oracle Configurator enables products to be configured to meet unique customer requirements and simplifies the configuration of complex solutions, decreasing order errors and increasing top line growth. Oracle Configurator is part of the Oracle E-Business Suite, an integrated set of applications that are engineered to work together.
3.3.1.1. Integration of APC User-Defined Attributes When building configuration models, it is often very efficient to use properties (like weight, voltage, diameter, etc.) of the items that are being configured. This allows the creation of generic rules (e.g.: the voltage of the adapter must be equal to the voltage supplied in the country of installation) and streamlines the maintenance (when a new item is introduced, it suffices to enter the property value for the generic rule to apply, and no maintenance of the rule itself is needed). In order to satisfy this need, Oracle Configurator offers the concept of Item Properties. Item Properties can be created directly in Configurator Developer, or they can be defined in Oracle Inventory as Catalog Descriptive Elements and imported into Configurator Developer as Item Properties. In 11.5.9, Advanced Product Catalog (APC) introduced user-defined attributes, a generic framework to further allow customers to extend the information associated with Items. Customers who own both Advanced Product Catalog and Configurator have expressed the need to be able to use some or all of the user-defined attributes created in Item Management as Item Properties in Configurator. 3.3.1.2. Model Migration Customers have repeatedly requested the ability to copy configuration models across instances. With Release 12, Oracle Configurator provides a utility that allows users to move specified configuration model(s) from a target instance to a source instance. Users are then able to edit the copied model in Configurator Developer on the target instance. 3.3.1.3. JavaServer Pages (JSP) Tag Library With Release 12, Oracle Configurator provides a new tag-based library to facilitate direct interaction with the Configurator Interface Object (CIO) for presenting Configurator model data in custom JavaServer Pages (JSP). User Interface designers are able to use any JSP editing tool to take full advantage of the JavaServer Pages technology in creating custom UIs. The new tags can then be used to bind User Interface controls (dropdowns, radio buttons, etc.) to configuration model data in order for these controls to be dynamically populated based on model state during a runtime configuration session.

R12 Order Mgmt Release Content Document, Rev. 00

Oracle Configurator

11

3.3.1.4. TSO Enabled Call Centers Release 12 closes the loop on providing a single user interface for the ordering and servicing of Telecommunication Service Offering (TSO) products. An enhanced actions architecture allows implementers to define a specific set of functions to be carried over the set of item instances maintained in Installed Base. Refer to the Contact Center RCD for more details on this functionality. 3.3.1.5. TSO Bundled with Customer Premise Equipment In addition to ordering services, customers require that TSO allow simple tangible items to be procured, managed and shipped using Oracle Supply Chain. This is to enable an Operator to provide customers with an option to purchase items like handsets or other equipment. In this flow Oracle Configurator rules are used to maintain validity between the tangible items and services in both an initial offering to the end-user and as part of a reconfiguration. Refer to the TSO RCD for more details on this functionality.

R12 Order Mgmt Release Content Document, Rev. 00

Oracle Configurator

12

3.4.

Oracle iStore
3.4.1. Overview Oracle iStore is an electronic commerce application that enables companies to build, manage, and personalize powerful and scaleable global Internet storefronts. Oracle iStore may be used in both business-to-business (B2B) and business-to-consumer (B2C) settings. With seamless integration to Oracles CRM and ERP applications, Oracle iStore provides complete order and inventory management, and enables the execution of the sales process, from lead generation to post-sales support. Oracle iStore integrates with Oracle Marketing to effectively target and personalize offers to the most profitable customers and more quickly translate store visits into actual orders.
In Release 12, Oracle iStore has new functionality in both the Store Administration Application and the Customer Facing Application.

3.4.2.

Features
3.4.2.1. Telecommunication industry specific features

Instead of relying solely on call centers and physical stores, companies can now sell at a lower cost telecom services and shippable items via Oracle iStore. The main goal is to allow merchants to sell high volume and low margin services like wireless, broadband and phone services to consumers and small businesses. In Release 12 iStore supports the following flow: Customers can configure services and items via Oracle Configurator to ensure that all business and technical rules are enforced. Products can be restricted based on customer input like their current phone number or their zip code (through Configurator rules). Once the products are selected, customers can see all items selected, along with their prices, in the shopping cart. Prices can be either one-time or recurring prices (e.g., monthly). The customer also can be informed about what has to be paid at the time of ordering (Pay Now amount) versus what will be billed in the future (Pay Later amount). In case of payment via credit card, only the Pay Now amount is authorized at the time of order placement. Once the order is placed the customer is notified and can track online the fulfillment of the order thereby reducing the load of the call center. Customers can review all of the services and items they currently own and modify services if desired.
3.4.2.2. Self-service Online Account Creation for Existing Customers

Users who have already placed an order through a channel other than Oracle iStore can get an online account using Oracle iStores registration. The online account will be tied to the existing party, and therefore no duplicate party will be created. Registration is available for B2C, B2B users.
R12 Order Mgmt Release Content Document, Rev. 00 Oracle iStore 13

3.4.2.3. Usage for models

Oracle Configurator product supports multiple user interfaces for the same BOM model. Calling applications can invoke the right Configurator user interface by providing the usage information. In Release 12 Oracle iStore allows merchants to assign a Configurator usage for model items when publishing them under sections. For example in Telco industry, companies may wish to use the same wireless service but different ordering flows such as start with phones or start with plans.
3.4.2.4. Procurement Collaboration

In Release 12 iStore provides catalog punch-out capability. Instead of feeding product information into multiple procurement systems of buyer organizations, suppliers can own and manage their catalog information centrally in iStore. Users of a procurement system can browse supplier catalogs provided by iStore. Users can then search and browse the catalog and add items to the shopping cart in iStore. Upon checkout, orders are not placed in supplier's order management system; but instead, the items are sent back to buyer's procurement system. Users view the items in the procurement system and proceed to create requisitions.
3.4.2.5. Duplicate Cart

Companies can now create duplicates of the saved shopping carts for repeat orders.
3.4.2.6. Risk Management and CVV2

Merchants can detect, in real time, fraudulent credit card payments using Oracle iPayments risk management functionality. Fraudulent orders can either be placed on hold or rejected. Merchants can require that customers enter the CVV2 number along with the credit card information. This information is passed to Oracle iPayment for authorization.
3.4.2.7. Ability to capture end customer information

In multi-tier scenarios, companies need to capture information related to the end user of the product or service that is being sold by a partner. Partners can provide this information during the checkout process, either by selecting the end customer from a predefined list or by creating new customers. Partners can view and select customers that they have a relationship with.
3.4.2.8. Order Tracker advanced search

R12 Order Mgmt Release Content Document, Rev. 00

Oracle iStore

14

Companies can enable advanced search functionality for business and partner users. Users can query orders using multiple parameters, such as line statuses, pricing agreements, ordered items, shipping, billing and customer information.
3.4.2.9. Split configurations

For configured items with a quantity greater than one, a customer might need to ship some configurations to multiple locations. The same concept may apply for billing. Now, the original configured item can be split to allow separate billing/shipping.
3.4.2.10. Online Return Enhancements

Some merchants pick up items to be returned from the user-specified address, and/or need an address from where the return items will be sent, in order to create and send return label to the user. Now, the customer can specify the ship from address during the return process. Return lines display quantity as positive and total item price as negative, using the <> signs.
3.4.2.11. Site level partner specific price list support

iStore retrieves the catalog prices in three different ways: Customer level price list - price lists that are associated with customers in AR module Site level price list separate price list for guest, B2C and B2B user types Best price best price available for a given customer

In Release 12, now companies can select price list for partner user types at the site level.
3.4.2.12. Delegated user opt-out support

In Release 12, iStore allows customer primary users to opt their company users out of marketing activities.
3.4.2.13. Site Selection Page Layout Enhancements

The Oracle iStore site-selection page can be used as the home page/landing page. This page uses a layout similar to the section layout page with left, right, top, and bottom bins, as well as a header, footer, language selector, and top-level menus.
3.4.2.14. Contracts Enhancements

In Release 12, key enhancements include: Integrates with Oracle Contracts expert module to provide the Terms and Conditions based on the items in the shopping cart.

R12 Order Mgmt Release Content Document, Rev. 00

Oracle iStore

15

Oracle Quoting allows sales representatives to download the terms and conditions to their desktops in Rich Text Format (RTF), modify them and upload the changes to the quote. Customers are still able to view the terms and conditions when these types of quotes get published on iStore.

3.4.2.15. Marketing campaign code tracking for the session

iStore deep link feature allows companies to navigate customers in to their stores with one click. Deep links can execute several actions on the store such as add to cart, display a section, display a product. Deep links can also carry parameters such as language, currency, marketing campaign code and promotion code. In Release 12, iStore preserves the marketing campaign code information during the session in order to generate accurate DBI reporting.
3.4.2.16. Web Analytics support

Web Analytics is a new product that provides a complete web tracking solution reporting on the entire online customer flow from clicks to lead generation to orders. In Release 12 iStore provides the necessary framework support to Web Analytics product for the following features: Tracking visits Tracking registrations Tracking products and sections in the iStore catalog Tracking iStore shopping carts Tracking iStore order, payment and invoice inquiries Instrumentation and categorization of seeded iStore templates to allow the tracking Online privacy management for registered and anonymous visitors
3.4.2.17. Shopping cart and checkout flow enhancements

Shopping carts. All available actions are reorganized under a pull-down menu. Users simply select an action and click Go to navigate to the appropriate page. Details on list prices, discounts, and surcharges are displayed in a pop-up window that the user can launch from the shopping cart. In addition, related items for the shopping cart can be displayed on cart pages, so that the user can add them to the cart with single click.

Carts/Quotes. Users can perform all actions related to a saved or shared cart from the carts page, without drilling down to the saved or shared cart detail page. All actions are reorganized under a pull-down menu. Users simply select an action and click Go to navigate to the appropriate page. The same functionality is offered for quotes from the quotes page.

R12 Order Mgmt Release Content Document, Rev. 00

Oracle iStore

16

Checkout flow for B2B users. o A train identifies each step of the checkout flow. o If shipping, billing, and end customer information are enabled at line level, the header and line level information are displayed on the same page. o Flex fields and customer information is reviewed on the Order Review page. o Billing address is defaulted with billing organizations primary billing address. o Shipping page is skipped during the checkout flow when the shopping cart does not include any shippable products. Checkout flow for B2C users. o A train identifies each step of the checkout flow. o Shipping, billing and payment information are displayed on a single page. Shipment priority. o In Release 12, Customers can specify the shipment priority for the order.

3.4.2.18. Web crawler support

In Release 12, iStore URLs are enhanced to support Internet search engine web crawlers.
3.4.2.19. Batch mode section duplication and layout cascading support In Release 12, iStore provides background jobs to duplicate sections and cascade section layout settings to descending sections in batch mode. Customers who have more than 1,000 sections would consider using these background jobs. 3.4.2.20. SSO Support

A "single sign-on" framework is a mechanism that allows a number of different applications common to an enterprise to share a user authentication service. With Oracle's enterprise-wide Single Sign-On, a user is required to log on, or authenticate only once. That verification of his identity is valid for the duration of the user session, and for every application participating in the Single Sign-On framework. The user session ends, across every application, when he logs out.

3.4.2.21. Enhanced Multi-Org Compliance

In Release 12 iStore is complaint with the new multi-org access control changes. There are no functional changes in Release 12 around multi-org access control.
3.4.2.22. Usability Enhancements

R12 Order Mgmt Release Content Document, Rev. 00

Oracle iStore

17

The order details, item details and shipping details pages have been redesigned using a common layout style.
3.4.2.23. Credit Card Enhancements Compliance

In Release 12 iStore is complaint with the new iPayments credit card access control changes. There are no functional changes in Release 12 around credit card enhancements.
3.4.2.24. eTax Compliance

Release 12 iStore is complaint with the new eTax module. There are no functional changes in Release 12 around eTax.
3.4.2.25. Content Management Enhancements In Release 12, Oracle Content Manager integration is the only way to manage and publish contents within iStore.

R12 Order Mgmt Release Content Document, Rev. 00

Oracle iStore

18