Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide

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1 December 2014 Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide Doc version 1.0

2 Copyright 2005, 2014 Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are commercial computer software pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services. Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at Access to Oracle Support Oracle customers have access to electronic support through My Oracle Support. For information, visit or visit if you are hearing impaired.

3 Contents 1 Introduction... 7 Overview... 7 Integration Component Architecture... 8 Integration Services... 9 Integration Process Flows Customer Data Matching with JDE EnterpriseOne Sales Order and Sales Quote Creation in JDE EnterpriseOne Importing JDE EnterpriseOne Items to Oracle Sales Cloud Catalog Viewing Reports in JDE EnterpriseOne Configuration Roadmap JDE EnterpriseOne Configuration Software Requirements for JDE EnterpriseOne Upgrading to JDE Tools Release Setting the Default Branch Plant Value Oracle Sales Cloud Configuration Before You Configure Oracle Sales Cloud Software Requirements for Oracle Sales Cloud Creating References to JDE EnterpriseOne Creating Web Service References Using Sandboxes Creating Sandboxes Validating Sandboxes Publishing Sandboxes Creating Functions Creating Global Functions Creating Object Functions Creating Validation Rules Creating Custom Objects Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide 3

4 Contents Creating a Custom Object Adding Fields to a Custom Object Creating Pages for a Custom Object Defining Security Policies for a Custom Object Creating the Integration Configuration Custom Object Creating the Object Creating Fields Creating Pages Defining Security Policies Creating the Validation Rule Creating Global Functions Validating and Publishing the Sandbox Creating the XREF Custom Object Creating the Object Creating Fields Defining Security Policies Creating Global Functions Validating and Publishing the Sandbox Creating the JDE Match Child Object Creating the Child Object Adding Fields to the Child Object Defining Security Policies Customizing Standard Objects Adding Fields to a Standard Object Adding Actions and Links to an Object Creating Triggers for an Object Customizing the Account Standard Object Adding Fields Creating Global Functions Creating Object Functions Creating the Action Creating the Validation Rule Creating the Triggers Customizing Desktop Pages Customizing the JDE Match Child Object Creating the Object Function Adding an Action to the Child Object Validating and Publishing the Sandbox Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide

5 Introduction Overview Customizing Account Object Simplified Pages Customizing the Sales Account Standard Object Creating Object Functions Customizing Desktop Pages Customizing the Opportunity Standard Object Adding Fields Creating Object Functions Creating Actions Customizing Desktop Pages Customizing Simplified Pages Validating and Publishing the Sandbox Connecting Oracle Sales Cloud to JDE EnterpriseOne Creating One View Report IDs Postconfiguration Tasks Importing Products Configuring Encoding in the JDE EnterpriseOne Application Creating a JDE EnterpriseOne Catalog Performing JDE EnterpriseOne Item Export Performing Initial Import of JDE EnterpriseOne Items from the XML Import File Importing Updates of JDE EnterpriseOne Items from the XML Import File Troubleshooting the Import of All Items into the JDE Catalog Product Group Creating the Customer Matching Admin Role Creating the New Role Granting Privileges to the New Role Associating Users with the New Role Validating the Integration Integration Validation Checklist Appendix. Required Files Groovy Files Global Functions Batch Scripts Integration Configuration Custom Object XREF Custom Object JDE Match Child Object Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide 5

6 Contents Account Object Sales Account Standard Object Opportunity Standard Object Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide

7 1 Introduction Overview This document outlines the implementation and configuration steps that are required to integrate customer- and opportunity-management processes in Oracle Sales Cloud with business processes in JD Edwards EnterpriseOne. NOTE: This document assumes a familiarity with Oracle Sales Cloud Application Composer, and JD Edwards Business Services. For information on JDE Business Services, see: https://support.oracle.com/epmos/faces/documentdisplay?id= For information on Oracle Sales Cloud Application Composer and customizations, see The integration is designed to support customers who wish to take advantage of the latest capabilities of the Oracle Sales Cloud application, but still leverage their existing investment in an on-premise enterprise resource planning (ERP) system that provides pricing and discount information, and quote and sales order processing. In the integration, JDE EnterpriseOne quotes can be created from Oracle Sales Cloud opportunities. The JDE EnterpriseOne Sales Order Entry UI which is used to enter and update sales orders and sales quotes is embedded within a tab in the Opportunity Detail screen in Oracle Sales Cloud (Figure 1). Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide 7

8 Introduction Integration Component Architecture Figure 1. JDE EnterpriseOne Sales Order Entry UI Embedded Within Oracle Sales Cloud This integration document is designed to be used as a template. It is a starting point that shows how Oracle Sales Cloud and JDE EnterpriseOne can be connected to create a value-added business process and user experience. An implementer must enter the documented configurations and install the required JDE EnterpriseOne Electronic Software Update (ESU) JM For more information on installing the ESU, see Applying the JDE EnterpriseOne Electronic Software Update (ESU). However, it is not a turnkey solution. Each customer s implementation of Oracle Sales Cloud and JDE EnterpriseOne is unique, and each customer has different needs that have led them to implement application customizations that support their unique business requirements. While the steps in this document describe how to connect a noncustomized Oracle Sales Cloud instance to a non-customized JDE EnterpriseOne instance, they can be combined with customizations that have already been applied to a customer s instances. Integration Component Architecture Figure 2 shows the components of the integration between Oracle Sales Cloud and JDE EnterpriseOne and their relationship with each other. The components are the following: Oracle Sales Cloud standard objects. Standard objects in the Sales, Common, and Customer Center applications are customized by adding fields, object functions, triggers, and validations, and by customizing UI pages. Oracle Sales Cloud custom objects. Custom objects are created for the integration, and fields, pages, functions, and so on are added to the objects. Groovy functions. Groovy scripts create functions, triggers, and validations that modify the behavior of Oracle Sales Cloud objects. 8 Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide

9 Introduction Integration Services JDE EnterpriseOne web services. Oracle Sales Cloud calls JDE EnterpriseOne web services directly. For more information on these web services, see Integration Services. JDE EnterpriseOne Sales Order Entry Program. Opportunities in the Sales application in Oracle Sales Cloud are integrated with the Sales Order Entry Program in JDE EnterpriseOne. Figure 2. Integration Component Architecture Integration Services The following JDE EnterpriseOne web services are used in the integration: CustomerManager Service. This web service manages customer records and is used in the customer synchronization process between Oracle Sales Cloud and JDE EnterpriseOne by searching for matching customers in JDE EnterpriseOne as well as creating new customers if no suitable match is found. SalesOrderManager Service. This web service manages order and quote records and is used to create new quotes and orders in JDE EnterpriseOne based on Oracle Sales Cloud opportunities. Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide 9

10 Introduction Integration Process Flows Integration Process Flows The integration supports five main process flows: Matching customer data between Oracle Sales Cloud and JDE EnterpriseOne Creating sales orders and sales quotes in JDE EnterpriseOne from Oracle Sales Cloud opportunities Importing JDE EnterpriseOne Items into Oracle Sales Cloud Catalog Viewing reports in JDE EnterpriseOne from Oracle Sales Cloud opportunities Customer Data Matching with JDE EnterpriseOne This process allows you to match customer records in Oracle Sales Cloud with JDE EnterpriseOne. During the customer synchronization process, existing JDE EnterpriseOne customer records are searched in order to find suitable matches. If the customer record exists in JDE EnterpriseOne and there is only one match, then the process saves a cross-reference in Oracle Sales Cloud to the JD Edwards customer record. The cross-reference contains the local identification in Oracle Sales Cloud and the remote identification in JD Edwards. The integration can be configured, as shown in this chapter, to disable automatic matching when one exact match is found, thus activating the manual matching process described in the following paragraph. Automatic matching is controlled by the "enableautomodeforsinglematch" integration configuration parameter. For more information on configuring this parameter, see Connecting Oracle Sales Cloud to JDE EnterpriseOne. If the customer record exists in JDE EnterpriseOne and has multiple potential matches, then the user is presented with a UI where the potential matches are displayed. The user selects the candidate match. The process then associates the record in JDE EnterpriseOne with the record in Oracle Sales Cloud by saving the cross-reference. If none of the returned matches is suitable the user also has the option to create a new customer in JDE EnterpriseOne. If the customer record does not exist in JDE EnterpriseOne, then a new customer record is created in JDE EnterpriseOne. The process then saves a cross-reference in Oracle Sales Cloud with the local identification in Oracle Sales Cloud and the remote identification in JDE EnterpriseOne. Detailed Customer Data Matching Process Figure 3 details the sequence of customer data matching. 10 Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide

11 Introduction Integration Process Flows Figure 3. Customer Data Matching Sequence Diagram When a sales representative performs a customer matching operation in Oracle Sales Cloud: The process checks the current Account synchronization status in Oracle Sales Cloud. If the Account is not synchronized then the process calls the CustomerManager published web service which calls the getcustomerv3 method to perform a customer search in JDE EnterpriseOne. The customer search returns a list of matching customer records which are then stored in the customer matches object in Oracle Sales Cloud. If there is no matching record, then the CustomerManager published web service calls the processcustomer method which returns the remote customer identification for the new customer created. If there was one exact match, or a new customer was created in JDE EnterpriseOne, the process creates an XREF custom object record in Oracle Sales Cloud using the local identification in Oracle Sales Cloud and the remote identification from JDE EnterpriseOne. The Groovy logic invoked by the user when the Perform Sync button is pressed sets the synchronization status to Synchronized. For additional information about the getcustomerv3 and processcustomer web services used to process customer information, see the Customer Master Data chapter in the JD Edwards EnterpriseOne Applications Business Interface Implementation Guide. You can access this guide on the Cross-Product tab of the JD Edwards EnterpriseOne Applications Documentation Library, located at: Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide 11

12 Introduction Integration Process Flows Sales Order and Sales Quote Creation in JDE EnterpriseOne This process allows you to create sales quote and sales order records in JDE EnterpriseOne based on opportunities created in Oracle Sales Cloud. After the customer record is created in Oracle Sales Cloud and synchronized with JDE EnterpriseOne, you can access the JD Edwards Sales Order Entry program to enter sales quotes and sales orders. This embedded Sales Order Entry program UI allows the user to take advantage of JDE EnterpriseOne directly in Oracle Sales Cloud. All of the product, pricing, and configuration details associated with the sales quote and sales order are captured in JDE EnterpriseOne. The process also maps revenue line items in opportunity records in Oracle Sales Cloud to quote line items in JDE EnterpriseOne. Note that the user will be able to access JDE Enterprise One Quotes and Orders from both the Opportunity UI as well as the Account UI in Oracle Sales Cloud. This is accomplished by embedding portions of the JDE Enterprise One UI inside Oracle Sales Cloud. The Sales Order and Quote Creation process described below is used when creating Quotes or Orders directly in the Oracle Sales Cloud Opportunity UI based on the Opportunity Revenue Lines. Detailed Sales Order and Sales Quote Creation Process Figure 4 details the sequence of sales order and sales quote creation. 12 Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide

13 Introduction Integration Process Flows Figure 4. Quote Creation Sequence Diagram When a sales representative clicks Create Quote/Order on an Opportunity page in Oracle Sales Cloud: 1. The process returns the Account associated with the opportunity in Oracle Sales Cloud, and determines the synchronization status. 2. If the Account is synchronized, then the process reads the remote contact identification from the XREF object. If the Account is not synchronized, then an error is returned. 3. The quote/order creation process collects opportunity details such as revenue line items from the Opportunity Revenue object. 4. The quote/order creation process synchronizes all the revenue lines using Product Groups imported from JDE EnterpriseOne Items to the quote/order being created. If the integration is configured to map all revenue lines and if at least one does not map then an error is returned. Revenue mapping is controlled by the "enforcerevenuelinemapping" integration configuration parameter. For more information on configuring this parameter, see Connecting Oracle Sales Cloud to JDE EnterpriseOne. Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide 13

14 Introduction Integration Process Flows 5. The quote/order creation process calls the SalesOrderManager published business service which calls the processsalesorderv5 method. The method returns the new quote/order number from JDE EnterpriseOne. 6. The quote/order creation status, which includes the quote/order number, is updated in the Opportunity. This status does not persist with the Opportunity. For additional information about quote and sales order configuration and processing in the EnterpriseOne system, see the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide. You can access this guide on the SCM and MFG tab of the JD Edwards EnterpriseOne Applications Documentation Library, located at: Importing JDE EnterpriseOne Items to Oracle Sales Cloud Catalog To allow you to take advantage of the Oracle Sales Cloud opportunity to JDE EnterpriseOne quote and order integration, you must first import all JDE EnterpriseOne Items into the Oracle Sales Cloud Catalog. These imported Items will then be used when creating revenue lines in Oracle Sales Cloud opportunities. For additional information about the Item Batch Outbound program (R4101ZO) used to create the item XML file, see the Item Master chapter in the JD Edwards EnterpriseOne Applications Business Interface Implementation Guide. You can access this guide on the Cross-Product tab of the JD Edwards EnterpriseOne Applications Documentation Library, located at: Detailed Item Import Process When a user first exports a JDE EnterpriseOne items list to XML: 1. The user processes the export XML file using a provided script to transform the file to the format expected by the Oracle Sales Cloud File Import process. 2. The user creates a new top level JDE EnterpriseOne Catalog Product Group in Oracle Sales Cloud. All JDE EnterpriseOne items included in the XML file will be imported into this product group. NOTE: This step only needs to be performed only once during the initial import. 3. The user starts a new Product Group file import using the XML file generated in step 1. You can repeat this process as needed to import changes to JDE EnterpriseOne items into Oracle Sales Cloud product catalog. JDE EnterpriseOne item export is done using UTF-8 character encoding. For more information on how to complete these steps, see Postconfiguration Tasks. Viewing Reports in JDE EnterpriseOne The integration also exposes two JDE EnterpriseOne One View Reporting (OVR) reports which are called Open Sales Analysis and Sales by Opportunity. These reports are generated using the Oracle Sales Cloud customer context. They are accessed from within the Oracle Sales Cloud Account Details screen once the Account has been 14 Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide

15 Introduction Configuration Roadmap synchronized with JDE EnterpriseOne and show specific data, similar to that shown in the following graphic. For additional information about the One View reports used to view sales opportunity information, see the One View Reporting for Sales Order Management chapter in the JD Edwards EnterpriseOne Applications One View Reporting User Guide. You can access this guide on the One View tab of the JD Edwards EnterpriseOne Applications Documentation Library, located at: Configuration Roadmap To leverage this integration, application artifacts must be configured in Oracle Sales Cloud and the required ESU updates applied in JDE EnterpriseOne. In the Oracle Sales Cloud instance, custom Groovy logic must be added to the system, custom objects created, and standard objects enhanced. These steps must be executed in order, because many of them rely on the successful completion of previous steps. Figure 5 shows a high-level overview of the configuration sequence. Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide 15

16 Introduction Configuration Roadmap Figure 5. High-level Overview of the Configuration Sequence Many of the Oracle Sales Cloud configuration steps in Chapter 3 have several component procedures, such as creating sandboxes, creating or augmenting objects, defining fields, defining business logic with functions, defining rules or triggers, and defining user interface changes. These component procedures are used in many different configuration steps, but not all procedures are used in all steps. For example, the procedure to create an object or the process to define a trigger is the same from one step to the next, but the names and details of the objects or triggers will change from step to step. In this document, the general process for each component procedure is listed before the specific objects that are to be created or customized. The topics for the specific 16 Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide

17 Introduction Configuration Roadmap objects provide details on each of the configuration steps, and which component procedures and details are required in each step. Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide 17

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19 2 JDE EnterpriseOne Configuration This chapter details the steps required for configuring JDE EnterpriseOne to enable the Oracle Sales Cloud to JDE EnterpriseOne integration. NOTE: You must have administrative access to JDE EnterpriseOne to configure it. Software Requirements for JDE EnterpriseOne The supported release level for this integration is JD Edwards EnterpriseOne Applications release 9.1 with JD Edwards EnterpriseOne Tools release or higher. For the list of supported web browsers for JD Edwards EnterpriseOne release 9.1, see Certification for JD Edwards EnterpriseOne Web Client for Release on My Oracle Support. Applying the JDE EnterpriseOne Electronic Software Update (ESU) Install the required JDE EnterpriseOne Electronic Software Updates from JD Edwards EnterpriseOne Update Center. Make sure you build and deploy the BSSV package with JAX-WS option ONLY. To apply the JDE EnterpriseOne Electronic Software Update 1. Access the JDE EnterpriseOne Update Center is at the following location: https://updatecenter.oracle.com/apps/websearch/updatecenter.jsp? 2. Perform a search for the following required updates which you must apply: A. Perform a search for an ESU which contains Bug (Electronic Software Updates type on the Update Center) B. Perform a search for an ESU which contains Bug (One View Reporting E1 Pages type on the Update Center) An example an ESU search result is show in Figure 6. Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide 19

20 JDE EnterpriseOne Configuration Upgrading to JDE Tools Release Figure 6. Example of ESU Search Results for Bug Figure 7. Example of ESU Search Results for Bug Upgrading to JDE Tools Release It is recommended that you upgrade your JDE Tools version to version to resolve known issues with the embedded UI. You can upgrade your tools maintenance pack by navigating to EnterpriseOne Tools Releases on My Oracle Support: https://updatecenter.oracle.com/apps/websearch/updatecenter.jsp?action=news &pkgtype=06 If you do not want to upgrade your JDE Tools pack, verify the expiration against the Tools release version you are currently using. If you are using a supported release, contact JDE support for an engineered fix (POC) for the following bugs: , , and NOTE: You should apply this POC if you are using Internet Explorer 9 or above, or any supported release of Firefox, or Chrome browser. 20 Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide

21 JDE EnterpriseOne Configuration Setting the Default Branch Plant Value Setting the Default Branch Plant Value You must set the default branch plant for JDE EnterpriseOne Sales Order Entry, and One View Report processing applications. Before you begin configuring Oracle Sales Cloud for the integration, you must set the following processing option values in the JDE EnterpriseOne system. To set JDE EnterpriseOne processing option values 1. Set the Default Branch/Plant option in the Sales Order Entry program (P4210) as shown below. In the Default Branch/Plant option on the Default tab of the Sales Order Entry (P4210) processing options. For additional information about these processing options, see Setting Processing Options for Sales Order Entry (P4210) in the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide. You can access this guide on the SCM and MFG tab of the JD Edwards EnterpriseOne Applications Documentation Library, located at: Figure 8. Sales Order Entry Program Default Branch/Plant option Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide 21

22 JDE EnterpriseOne Configuration Setting the Default Branch Plant Value 2. Set the Branch Plant Detail and the Order Company (Order Number) options on both the Open Sales Inquiry program (P42270), and the One View Sales To Date program (P42272) as shown below. For additional information about the One View report processing options, see the One View Reporting for Sales Order Management chapter in the JD Edwards EnterpriseOne Applications One View Reporting User Guide. You can access this guide on the One View tab of the JD Edwards EnterpriseOne Applications 22 Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide

23 JDE EnterpriseOne Configuration Setting the Default Branch Plant Value Documentation Library, located at: Figure 9. Branch Plant Detail and Order Company (Order Number) Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide 23

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25 3 Oracle Sales Cloud Configuration This chapter details the steps required for configuring Oracle Sales Cloud to enable the Oracle Sales Cloud to JDE EnterpriseOne integration. Before You Configure Oracle Sales Cloud Before configuring Oracle Sales Cloud, you must ensure you have fulfilled the software requirements listed in Software Requirements for JDE EnterpriseOne. Software Requirements for Oracle Sales Cloud The integration is designed to work with Oracle Sales Cloud Release 8. For the list of supported web browsers for Oracle Sales Cloud, see: Creating References to JDE EnterpriseOne You must create Sales Cloud references to the JDE EnterpriseOne web services required for the integration. This is performed in the Application Composer. When registering the first web service reference in Oracle Sales Cloud, you must create a new credential key, which Oracle Sales Cloud will use to authenticate the web service calls to JDE EnterpriseOne. Choose a JDE EnterpriseOne administrative user account. All web service calls will be executed by authenticating as this user. Creating Web Service References You must create web service references using the Sales application. You create web service references in the Application Composer after choosing the Sales application. To create Web service references for the Sales application 1. Navigate to Navigator, Tools, click Customization, and then select Application Composer. 2. Select Sales from the Application drop-down menu. 3. Click Web Services on the Overview page. 4. Click the Create Web Service Reference icon on the Web Service page. 5. Enter the name and WSDL for the CustomerManager web service reference as shown, then click Read WSDL. Field Name Value O_INT_JDE_CustomerManager Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide 25

26 Oracle Sales Cloud Configuration Using Sandboxes Field WSDL Value https:// <host>:<port>/<server>/customermanager?wsdl 6. Fill in or confirm the following fields, then click Save and Close. Field Service Port Security Scheme Credential Key Disable timestamp verification Value CustomerManagerService CustomerManagerPort Invoke with separate user credentials over SSL JDE_<username>_KEY Select the checkbox. 7. Repeat steps 4 through 6 for the following web service reference: A. SalesOrderManager Field Name WSDL Service Port Security Scheme Credential Key Disable timestamp verification Value O_INT_JDE_SalesOrderManager https://<host>:<port>/<server>/salesordermanager?wsdl SalesOrderManagerService SalesOrderManagerPort Invoke with separate user credentials over SSL JDE_<username>_KEY Select the checkbox. Using Sandboxes Sandboxes in Oracle Fusion Applications provide functionality to help isolate and control customization efforts without impacting other users configuration environments or the production environment. Subsequent configuration steps in the Oracle Sales Cloud to JDE EnterpriseOne integration require the use of sandboxes to test configurations before publishing them. For more information on using sandboxes, see Article ID on My Oracle Support. 26 Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide

27 Oracle Sales Cloud Configuration Creating Functions Creating Sandboxes You create sandboxes under the Administration menu at the top right of the screen. To create a sandbox 1. Navigate to Manage Sandboxes by doing the following: A. In the top right corner of the screen beside your login name, click the dropdown list. B. Under Administration, select Manage Sandboxes. 2. Click the New icon. 3. In the Create Sandbox dialog, name the new sandbox, and then click Save and Close. 4. After you see the newly created sandbox in the list, click in the sandbox row (not on the name link), and then click Set as Active. This activates the new sandbox. 5. Log out, then log back in to start using the sandbox. Validating Sandboxes To validate changes made in a sandbox, test them by using the added Oracle Sales Cloud functionality. Publishing Sandboxes To publish a sandbox 1. Make sure the sandbox is currently active. 2. Click the sandbox link. The Sandbox Details window appears. 3. Click Publish. 4. Log out, then log back in. The changes in the sandbox are published so that they are viewable by all users. Creating Functions There are two types of functions: Global Functions. Global functions work in all applications in Oracle Sales Cloud that have extensibility enabled. They are created under the Common Setup section in the Application Composer. Object Functions. Object functions are attached to a specific object. They are created in the Object Functions tab of the Server Scripts section of the object definition in the Application Composer. Each function for the Oracle Sales Cloud to JDE EnterpriseOne integration is defined in a Groovy script file. At the top of each file, a set of comments lists, in the following order: Function name Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide 27

28 Oracle Sales Cloud Configuration Creating Functions Function return type Function parameters (one per line) Following the comments, the body of the function is listed. Creating Global Functions The global functions for the integration are defined in the following Groovy script files: O_INT_ApplyFilter.groovy O_INT_AddMultiValueCriteriaItem.groovy O_INT_Debug.groovy O_INT_Error.groovy O_INT_FindRowByKey.groovy O_INT_GetLogMsg.groovy O_INT_GetRecordCount.groovy O_INT_GetRecords.groovy O_INT_GetSysParam.groovy O_INT_Info.groovy O_INT_JDE_ConstructErrorPageURL O_INT_JDE_GetLogMsg.groovy O_INT_JDE_GetSysParam.groovy O_INT_JDE_LogWithException O_INT_Log.groovy O_INT_LogMessage.groovy O_INT_Warn.groovy The content of the Groovy files must be entered into Oracle Sales Cloud using the Application Composer. Before setting up global functions, create a sandbox and activate it. For more information, see Creating Sandboxes. To create a global function 1. Navigate to Navigator, Tools, click Customization, and then select Application Composer. 2. In the Overview window, click Global Functions. 3. For each Groovy script file: A. Select the row, then click the Action drop-down list, and select Add. The Create Global Function window appears. B. In the Function Name field, enter the function name from the first comment in the Groovy file. C. From the Returns drop-down menu, select the return type specified in the second comment in the Groovy file. D. In the s list, click the Action drop-down list, then click the Add icon. 28 Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide

29 Oracle Sales Cloud Configuration Creating Functions E. Enter the name and type for the first parameter listed in the comments in the Groovy file. F. Repeat steps D and E for the remaining parameters. G. Copy the Groovy code from the file into the Function Body window. H. Click Validate to validate the function. NOTE: When validating, certain functions will trigger a warning. This is expected; you can click OK to continue. However, if an error is generated, then contact Oracle Global Customer Support. I. Click Save and Close. Creating Object Functions The object functions for the integration are defined in Groovy script files. These files are listed under the specific objects to be created or customized. Use the following general procedure to create object functions. To create an object function 1. Navigate to Navigator, Tools, click Customization, and then select Application Composer. 2. Select the application from the Application drop-down menu. 3. Under the Objects menu, expand the Standard Objects or Custom Objects node, expand the object for which you want to create a function, and then click Server Scripts. 4. In the Server Scripts window, click the Object Functions tab. 5. For each Groovy script file: A. Click the Action drop-down list, and select Add. The Create Object Function window appears. B. In the Function Name field, enter the function name from the first comment in the Groovy file. C. From the Returns drop-down menu, select the return type specified in the second comment in the Groovy file. D. In the s list, click the Add icon. E. Enter the name and type for the first parameter listed in the comments in the Groovy file. F. Repeat for the remaining parameters. G. Copy the Groovy code from the file into the Function Body window. H. Click Validate to validate the function. NOTE: When validating, certain functions will trigger a warning. This is expected; you can click OK to continue. However, if an error is thrown, then contact Oracle Global Customer Support. I. Click Save and Close. Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide 29

30 Oracle Sales Cloud Configuration Creating Validation Rules Creating Validation Rules Validation rules are created in the Object Functions tab of the Server Scripts section of the object definition in the Application Composer. Validation rules for the Oracle Sales Cloud to JDE EnterpriseOne integration are defined in Groovy script files. At the top of each file, a set of comments lists, in the following order: Name Description Error message Following the comments, the body of the rule is listed. The Groovy files are listed under the rules to be created for specific objects. Use the following general procedure to create validation rules for objects. To create an object validation rule 1. Navigate to Navigator, Tools, click Customization, and then select Application Composer. 2. Select the application from the Application drop-down menu. 3. Under the Objects menu, expand the Standard Objects or Custom Objects node, expand the object for which you want to create a validation rule, and then click Server Scripts. In the Server Scripts window, the Validation Rules tab is shown by default. 4. Under Object Rules, click the Add a new validation rule icon. The Create Object Validation Rule window appears. 5. Under Name, enter the rule name and description from the comments in the Groovy file. 6. Under Error Message, enter the error message from the comments in the Groovy file. 7. Copy the Groovy code from the file into the Rule Definition window. 8. Click Save and Close. Creating Custom Objects Create a sandbox for each custom object. After creating each custom object, validate the object and publish the sandbox before moving on to the next custom object. Only create a new sandbox after publishing the previous one. Never have two sandboxes active at the same time. Creating a Custom Object You create the custom object in the Application Composer. To create the custom object 1. Navigate to Navigator, Tools, click Customization, and then select Application Composer. 30 Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide

31 Oracle Sales Cloud Configuration Creating Custom Objects 2. Select the application from the Application drop-down menu. 3. Click Custom Objects in the Overview window. 4. In the Custom Objects list, click the Create a New Object icon. 5. In the Create Custom Object dialog, enter the object information, and then click OK. The custom object appears in the Custom Objects list under the Objects menu. Adding Fields to a Custom Object You add fields using the Fields link under the custom object in the Application Composer. To add a field to a custom object 1. Expand the custom object s node in the Custom Objects list under the Object menu. 2. Click Fields. 3. On the Fields page, click the Create a custom field icon. 4. In the Select Field Type dialog, click the appropriate radio button for the field type, and then click OK. 5. In the Create Object_Type Field window, enter the parameters, and then click OK. 6. Repeat steps 3 through 5 for other fields as necessary. Creating Pages for a Custom Object After you create a custom object and add fields to it, you create pages expose the new object and fields to users. Every top-level Oracle Sales Cloud object has an overview page, a creation page, and a details page. These pages make up a work area. You use an object s Desktop Pages tab in the Application Composer to create pages. To create pages 1. Expand the custom object s node in the Custom Objects list under the Object menu. 2. Click Pages. 3. On the Object_Name: Pages page, click the Create Work Area link on the Desktop Pages tab. 4. In the Create Navigator Menu and Regional Search window: A. Select the menu category from the drop-down menu. B. Enter the menu item display label in the field. C. Under Configure Regional Search, deselect the Enable checkbox. D. Click Next. 5. In the Configure Search window, select the fields to appear in the local search, then click Next. 6. In the Configure Overview and Creation Pages window: A. Under Configure Summary Table, select the drilldown column for the summary table and the fields you want to appear as columns in the summary table. Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide 31

32 Oracle Sales Cloud Configuration Creating the Integration Configuration Custom Object B. Under Configure Summary Table: Buttons and Actions, select the appropriate checkboxes. C. Under Configure Creation Page, select the fields to appear on the creation page. D. Click Next. 7. In the Configure Details Page Summary window: A. Under Configure Default Summary, select the fields to appear in the default summary. B. Under Configure Detailed Summary, select the fields to appear in the detailed summary. C. Click Save and Close. Defining Security Policies for a Custom Object Sales representatives are the primary users who access application areas such as Customer Center and Sales, and use the features provided in this integration. To allow sales representatives access to the features of this integration, you must grant the necessary privileges to the Sales Representative Duty role using the Application Composer. The privileges to be granted are listed under the specific objects to be created or customized. NOTE: You must log in as a user with the Customer Relationship Management Application Administrator role to define security policies. To define security policies for a custom object 1. Expand the custom object s node in the Custom Objects list under the Object menu. 2. Click Security. 3. On the Define Policies: Object_Name page, locate the Sales Representative Duty role. 4. Select the appropriate check boxes for the privileges you wish the role to have for the object, then click Save and Close. Creating the Integration Configuration Custom Object You create the Integration Configuration custom object in the Common application. Use a new sandbox for the Integration Configuration object. Creating the Object Fill in the parameters shown in Table 1 for the Integration Configuration custom object, using the procedure in Creating a Custom Object. Table 1. s for the Integration Configuration Custom Object Value 32 Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide

33 Oracle Sales Cloud Configuration Creating the Integration Configuration Custom Object Display Label Plural Label Record Name Label Record Name Data Type Sequence Format Object Name Description Value Integration Configuration Integration Configuration Integration Configuration ID Select Automatically Generated Sequence from the drop-down menu. { } (15 zeroes inside braces) O_INT_IntegrationConfig Leave blank. Creating Fields Create the fields shown in Table 2 for the Integration Configuration custom object, using the procedure in Adding Fields to a Custom Object. Table 2. Fields in the Integration Configuration Custom Object Field Key RemoteSystemID Value Field Type Text Text Text Display Label Key Remote System Value Name Key RemoteSystemID Value Display Width Display Type Simple Text Box Simple Text Box Simple Text Box Constraints Required Updateable Searchable Indexed Required Updateable Searchable Indexed Required Updateable Searchable Maximum Length Creating Pages Create the pages shown in Table 3 under the Desktop Pages tab in the Application Composer, using the procedure in Creating Pages for a Custom Object. Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide 33

34 Oracle Sales Cloud Configuration Creating the Integration Configuration Custom Object Table 3. Pages in the Integration Configuration Custom Object Page Item Value Configure Navigator Menu and Regional Search Menu Category Menu Item Display Label Enabled Tools Integration Configuration Deselect the checkbox. Configure Search Selected Fields Remote System Configure Overview and Creation Pages Configure Summary Table Drill Down Column Remote System Selected Fields Remote System Key Value Buttons and Actions Select the checkboxes for: Show Create Show Edit Show Delete Configure Creation Page Selected Fields Integration Configuration ID Configure Details Page Summary Remote System Key Value Configure Default Summary Selected Fields Remote System Key Value Configure Detailed Summary Selected Fields Integration Configuration ID LastUpdateBy LastUpdateDate Defining Security Policies Assign the following privileges for the Integration Configuration custom object to the Sales Representative Duty role, using the procedure in Defining Security Policies for a Custom Object: 34 Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide

35 Oracle Sales Cloud Configuration Creating the XREF Custom Object View View All Creating the Validation Rule Create the object validation rule from the UniqueKey.groovy file, using the procedure in Creating Validation Rules. Creating Global Functions Create global functions from the following Groovy files, using the procedure in Creating Global Functions: O_INT_GetIntegConfig.groovy (returns a specific parameter for a category) O_INT_GetIntegConfigs.groovy (returns all parameters for a category) NOTE: These global functions depend on the Integration Configuration custom object being created, so they were not created previously in Creating Global Functions. Validating and Publishing the Sandbox Validate and publish the sandbox for the Integration Configuration custom object, using the procedures in Using Sandboxes. Creating the XREF Custom Object You create the XREF custom object in the Common application. Use a new sandbox for the XREF custom object. Creating the Object Fill in the parameters shown in Table 4 for the Integration Configuration custom object, using the procedure in Creating a Custom Object. Table 4. s for the XREF Custom Object Display Label Plural Label Record Name Label Record Name Data Type Sequence Format Object Name Description Value XREF XREF XREF ID Select Automatically Generated Sequence from the drop-down menu. { } (15 zeroes inside braces) O_INT_XREF Leave blank. Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide 35

36 Oracle Sales Cloud Configuration Creating the XREF Custom Object Creating Fields Create the fields shown in Table 5 and Table 6 for the XREF custom object, using the procedure in Adding Fields to a Custom Object. Table 5. Fields in the XREF Custom Object Field FusionObjectType FusionRecordID RemoteObjectType Field Type Text Text Text Display Label Fusion Object Type Fusion Record ID Remote Object Type Name FusionObjectType FusionRecordID RemoteObjectType Display Width Display Type Simple Text Box Simple Text Box Simple Text Box Constraints Required Updateable Searchable Indexed Required Updateable Searchable Indexed Required Updateable Searchable Indexed Maximum Length Table 6. More Fields in the XREF Custom Object Field RemoteRecordID RemoteSystemID Field Type Text Text Display Label Remote Record ID Remote System Name RemoteRecordID RemoteSystemID Display Width Display Type Simple Text Box Simple Text Box Constraints Required Updateable Searchable Indexed Required Updateable Searchable Indexed 36 Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide

37 Oracle Sales Cloud Configuration Creating the JDE Match Child Object Field RemoteRecordID RemoteSystemID Maximum Length Defining Security Policies Assign the following privileges for the XREF custom object to the Sales Representative Duty role, using the procedure in Defining Security Policies for a Custom Object: View View All Update Update All Delete Create Creating Global Functions Create global functions from the following Groovy files, using the procedure in Creating Global Functions: O_INT_CreateXREF.groovy O_INT_GetAllXREF.groovy O_INT_GetXREF.groovy O_INT_UpdateXREF.groovy NOTE: These global functions depend on the XREF custom object being created, so they were not created previously in Creating Global Functions. Validating and Publishing the Sandbox Validate and publish the sandbox for the XREF custom object, using the procedures in Using Sandboxes. Creating the JDE Match Child Object You create JDE Match as a child object of the Account standard object. NOTE: You perform the Customizing the Account Standard Object, and Customizing the JDE Match Child Object procedures in the same sandbox, validate the customizations, and then publish the sandbox. For more information, see Using Sandboxes. Integrating Oracle Sales Cloud, Release 9 with JD Edwards EnterpriseOne release 9.1 Implementation Guide 37

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