Oracle CRM Application Foundation

Oracle CRM Application Foundation Concepts and Procedures Release 11i October, 2001 Part No. A92119-01

Oracle CRM Application Foundation Concepts and Procedures Release 11i Part No. A92119-01 Copyright 2001, Oracle Corporation. All rights reserved. Primary Author: Primary Authors: Kellie Briesach, Carol Fager, Robert Geiwitz The Programs (which include both the software and documentation) contain proprietary information of Oracle Corporation; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent and other intellectual and industrial property laws. Reverse engineering, disassembly or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. Oracle Corporation does not warrant that this document is error free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Oracle Corporation. If the Programs are delivered to the US Government or anyone licensing or using the Programs on behalf of the US Government, the following notice is applicable: RESTRICTED RIGHTS NOTICE Programs delivered subject to the DOD FAR Supplement are 'commercial computer software' and use, duplication and disclosure of the Programs including documentation, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement. Otherwise, Programs delivered subject to the Federal Acquisition Regulations are 'restricted computer software' and use, duplication, and disclosure of the Programs shall be subject to the restrictions in FAR 52.227-19, Commercial Computer Software - Restricted Rights (June, 1987). Oracle Corporation, 500 Oracle Parkway, Redwood City, CA 94065. The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be licensee's responsibility to take all appropriate fail-safe, back up, redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and Oracle Corporation disclaims liability for any damages caused by such use of the Programs. Oracle is a registered trademark, and PL/SQL, and SQL*Plus are trademarks or registered trademarks of Oracle Corporation. Other names may be trademarks of their respective owners.

Contents Send Us Your Comments... xix Preface... xxi Audience for This Guide... xxi How To Use This Guide... xxi Documentation Accessibility... xxii Other Information Sources... xxiii Do Not Use Database Tools to Modify Oracle Applications Data... xxviii About Oracle... xxix Understanding Resource Manager Resource Manager Overview... 1 What s New in This Release... 2 Terms and Definitions... 2 What are Resources?... 4 Roles versus Role Types... 5 Understanding Groups... 6 Determining Group Hierarchy... 7 Understanding Teams... 7 What is a Salesperson?... 8 HTML Window Descriptions... 8 Employees... 9 Advanced Search... 10 Resource Detail... 11 Resource Detail Administrator... 14 Resource Detail Read-only... 17 Resource Detail Confirmation... 19 Create An Employee Resource... 19 Define Resource Fields for Update... 21 Group Summary Window... 23 iii

Create Group... 24 Group Detail... 25 Group Hierarchy... 26 Parent - Child Group Hierarchy... 29 Advanced Group Search... 29 Skills... 30 Rate Skills... 31 Define Skill Levels... 31 Resource Manager Rules for HTML... 33 Resource Manager Process Flow... 34 Using Resource Manager Viewing Your Personal Information... 38 Defining Your Personal Information... 38 Viewing Your Organizational Structure... 40 Defining your Skill Rating... 41 Viewing a Resource s Skill Ratings... 42 Using the Quick Find Search... 43 Initiating an Advanced Search for an Employee... 43 Initiating an Advanced Search for a Group... 44 Viewing Your Group Membership Information... 45 Defining Your Group Membership Information... 46 Defining Group Hierarchy... 47 Viewing Your Group Membership History... 48 Administering Resource Manager Getting Started... 52 Importing Resources... 53 Finding a Resource... 54 Viewing a Resource From the List... 55 Defining a Salesperson... 55 Defining Resource Groups... 60 Defining Resource Teams... 62 Viewing Group Hierarchy... 64 Running Concurrent Programs... 65 iv

Viewing Roles and Role Attributes... 66 Viewing Role Types... 67 Running an Audit Report... 68 Viewing an Audit Report... 69 Running a Group Structure Report... 70 Viewing a Group Structure Report... 71 Creating an Employee Resource... 72 Creating a Group... 74 Defining Resource Field Updates... 76 Assigning a Numeric Value to a Skill Rating... 76 Changing the Name of a Skill Rating... 77 Understanding Notes Notes Overview... 79 What s New in This Release... 81 Terms and Definitions... 82 Explanation of Notes Summary Window in HTML... 83 Notes Search Window in HTML... 84 Create New Window... 85 All Notes Window... 86 Note Details Window... 86 Attachment Summary Window... 87 Add Attachment Window... 88 Attachment Details Window... 89 Relate To Window... 89 Notes Process Flow... 89 Using Notes (HTML) Getting Started... 91 Logging into Notes... 92 Using the Quick Find Search... 93 Using the Notes Summary Window... 93 Viewing All Notes... 94 Viewing Note Details... 95 Searching for a Note... 95 v

Creating a Note... 96 Adding an Attachment... 97 Viewing Existing Attachments... 97 Creating Note Text... 97 Using the Relate To Function... 98 Using Notes (Forms) Creating Notes... 99 Finding Notes... 100 Using Spreadtables Spreadtables... 103 Sorting... 103 Finding... 104 Copying and Exporting... 104 Customizing the Layout... 104 Understanding Territory Manager Territory Management Overview... 107 What is a Territory?... 108 What is the Territory Manager?... 108 What is the Territory Lookup Tool?... 109 What s New in This Release... 109 Terms and Definitions... 110 Basic Territory Building Blocks... 112 Qualifiers... 113 Transaction Qualifiers... 113 Resource Qualifiers... 114 Using Qualifiers... 114 Territories... 115 Territory Types... 115 Territory Templates... 116 Escalation Territories... 116 Different Ways of Creating Territories... 116 vi

Creating Individual Territories... 117 Creating a Territory Using a Territory Type... 117 Creating a Territory Using a Territory Template... 117 Territory Hierarchies... 117 Territory Winning Rules... 118 Sample List of Predefined Territory Qualifiers... 119 Understanding the Territory Details Tab... 120 The Overview Tab... 120 The Transaction Qualifiers Tab... 122 The Resource Qualifiers Tab... 123 The Resources Tab... 124 The Subterritories Tab... 126 Territory Lookup Tool Field Descriptions... 126 Territory Manager Process Flow... 129 Using Territory Manager Getting Started... 133 Using the Territory Lookup Tool... 134 Accessing the Territory Manager... 135 Viewing From the Tree Navigator Window... 135 Viewing From the Administration Drop-Down Menu... 136 Viewing Transaction Qualifiers... 136 Viewing Territory Templates... 137 Viewing Escalation Territories... 138 Viewing Territory Types... 138 Searching for Territories... 139 Using Personal Shortcuts... 139 Running Reports... 140 Territory Definition Report... 140 Territory Changes Report... 141 Administering Territory Manager Getting Started... 144 Creating Individual Territories... 144 Using the Territory Details Window... 147 vii

Creating Territory Types... 147 Selecting the Resources for a Territory... 148 Creating Escalation Territories... 149 Entering Qualifier Values... 150 Copying an Entire Territory Hierarchy... 151 Using a Template to Create a Large Number of Territories... 152 Creating a Template... 152 Creating Mass Territories with a Template... 154 Entering Static Qualifier Values for Templates... 155 Entering Dynamic Qualifier Values for Templates... 155 Creating Geographical Territories Using a Template (Example)... 157 Creating Customer Name Range Groups... 160 Creating Mass Change Territory Resources... 161 Tips for Fine-tuning Territory Assignment Performance... 163 Running Concurrent Programs... 164 Understanding Assignment Manager Assignment Manager Overview... 167 What is the Assignment Manager?... 168 What is an Assignment?... 169 Who Uses the Assignment Manager... 169 Ownership and Resources... 170 Ownership... 170 Assigning Resources... 170 Assisted Assignment Option... 171 Unassisted Assignment Option... 172 Intelligent Assignment Option... 172 Window to Promise Assignment Option... 173 Options for Assigning Ownership and Availability... 174 Preferred Resources... 175 The Gantt Chart... 176 Assignment Manager and Other Modules... 177 Oracle Scheduler... 177 Territory Manager... 177 Calendar... 178 viii

Assigning Process... 178 Assignment Manager Dependencies... 179 Assignment Manager Selection Criteria... 179 Selecting Assignment Criteria... 180 What s New In This Release... 180 Viewing Web Availability in the Gantt Chart... 181 Support Site Name... 181 Terms and Definitions... 181 Assignment Manager Process Flow... 182 Tips... 184 Using Assignment Manager Getting Started... 185 Assignment Options... 186 Unassisted Assignment Option... 186 Assisted Assignment Option... 187 Intelligent Assignment Option... 188 Assigning with the Window To Promise... 189 Assigning Resources in the Gantt Chart... 189 Understanding Task Manager (HTML) Task Manager Overview... 191 What is a Task?... 192 Task Manager Roles... 192 What s New in This Release... 193 Terms and Definitions... 194 Task Manager Rules... 195 Task User Interface HTML... 196 Create Task... 197 Create Quick Task... 200 Task Summary... 201 Task Search... 203 Task Details... 207 Reference... 210 Assignments... 211 ix

Efforts... 212 Repeating... 212 Task Contacts... 214 Attachments... 215 Add Attachments... 216 Mass Create... 217 Notes and Calendar Integration... 218 Task Manager Process Flow... 218 Understanding Task Manager (Forms) Task Manager Overview... 221 What is a Task?... 222 Task User Interface... 222 Task Templates... 224 Task Template Groups... 224 Using Task Manager (HTML) Getting Started... 228 Logging into Task Manager... 229 Using the Quick Find Search... 230 Viewing the Task Summary... 230 Customizing Your Task Summary Display Options... 231 Selecting Sort Options... 232 Personalizing Your Saved Searches... 233 Viewing Task Details... 235 Creating a Task... 236 Defining Dates for the Task... 238 Associating a Task with a Customer... 239 Relating Appointments and Tasks to Source Objects... 239 Assigning a Resource to a Task... 240 Specifying the Task Effort... 241 Creating a Repeating Task or Appointment... 242 Mass Creating Tasks... 244 Managing Task Contacts... 245 Viewing Task Contact Information... 245 x

Defining Task Contacts... 245 Viewing Existing Attachments... 246 Adding an Attachment... 246 Working with Notes... 246 Working with Calendar... 247 Defining Your Preferences... 248 Using Task Manager Creating and Updating Tasks... 250 Setting Dependencies for Tasks... 252 Assigning and Scheduling Resources... 253 Scheduling Recurring Tasks... 254 Tracking Planned, Scheduled, and Actual Dates... 254 Setting Task Flags... 255 Documenting Multiple Contact Information... 257 Tracking a Task Record... 258 Launching Task Workflow... 258 Linking Tasks to Source Documentation... 259 Understanding Calendar (HTML) Calendar Overview... 261 What s New in This Release... 262 Terms and Definitions... 262 Calendar Rules... 263 Types of Calendars... 263 Personal Calendars... 264 Public Calendars... 264 Group Calendars... 265 Calendar Views... 265 Daily View... 266 Weekly View... 267 Monthly View... 268 Yearly View... 269 Combination View... 270 Availability View... 272 xi

Who Uses Calendar?... 274 Personalization and Preferences... 275 Group Calendar Summary... 275 Group Calendar Description... 276 Request New Group... 277 Switch to Another Calendar... 277 Calendar Personal Preferences... 278 Privileges... 278 Categories... 279 User Time Zone... 280 Managing Appointments... 280 Appointment Detail... 281 Create Appointment... 282 Attendees... 284 Reference... 285 Repeating... 286 Attachments... 288 Add Attachments... 289 Appointment Details... 290 Integration with Notes and Tasks... 291 Calendar Process Flow... 292 Understanding Calendar (Forms) Calendar Overview... 295 Calendar Set Up... 296 Calendar Datebook... 297 Using Calendar (HTML) Getting Started... 300 Logging into Calendar... 301 Using the Quick Find Search... 302 Viewing Your Personal Calendar... 303 Viewing Different Dates on the Calendar... 304 Viewing Your Tasks and Your Calendar Simultaneously... 304 Viewing the Availability of a Resource... 305 xii

Adding a New Resource to Your Availability View... 306 Viewing a Public Calendar... 307 Viewing Appointment Details... 308 Creating an Appointment... 309 Deleting an Appointment... 311 Defining Attendees for an Appointment... 312 Receiving an Invitation... 313 Creating a Repeating Task or Appointment... 314 Viewing Existing Attachments... 314 Adding an Attachment... 315 Relating Appointments and Tasks to Source Objects... 317 Working with Tasks... 318 Working with Notes... 319 Changing Your Personal Preferences... 319 Defining Privileges for Your Calendar... 320 Working with Group Calendars... 321 Subscribing to a Group Calendar... 322 Requesting a New Group Calendar... 323 Switching to Another Calendar... 324 Adding and Removing Task Categories... 325 Defining Your Time Zone... 326 Using Calendar Defining Availability... 328 Defining Non-Availability (Exceptions)... 328 Defining the Calendar... 329 Using the Assign Shift and Exceptions Window... 329 Assigning a Calendar to a Shift... 330 Assigning a Calendar to an Exception... 330 Assigning a Resource to a Calendar... 331 Creating Tasks and ToDos in a Calendar... 331 Viewing the Datebook... 332 Creating a ToDo List... 333 xiii

Administering Calendar Viewing and Approving Group Calendar Requests... 335 Viewing and Approving Subscription Requests... 336 Understanding Interaction History Interaction History Overview... 339 What is Interaction History?... 340 What is an Interaction?... 340 What is an Activity?... 341 What are Media and Media Items?... 341 What s New In This Release... 341 Viewing Migrated 3i Attachments... 342 Importing Mass Data... 342 Viewing Open or Closed Activities... 343 SMTP Email Identifier Available... 343 Integration With Scripting... 343 Terms and Definitions... 344 How does Interaction History Work?... 346 Interaction History s Dependencies and Integration... 347 Interaction History Features... 347 Interaction History Set Up Field Descriptions... 347 Interaction History Process Flow... 353 Using Interaction History (Forms) Getting Started... 356 Searching Interactions... 356 Viewing Interactions... 357 Viewing Interaction Notes... 358 Searching Activities... 358 Viewing Activities... 359 Viewing Activity Notes... 360 Drilling Down on Reference Documents... 360 xiv

Using Interaction History (HTML) Getting Started... 362 Searching Interactions... 362 Viewing Interactions... 363 Viewing Notes in Interaction History... 363 Searching Activities... 363 Viewing Activities... 365 Changing Profile Options... 366 Administering Interaction History (Forms) Overview of Interaction History Administration... 370 Defining Outcomes... 370 Defining Results... 371 Pairing an Outcome with a Result... 372 Pairing a Result with a Reason... 373 Defining a Wrap-Up... 374 Importing Mass Data... 374 Administering Interaction History (HTML) Setting Up Interaction History Administration... 382 Defining Outcomes... 382 Defining Results... 383 Defining a Reason... 384 Pairing an Outcome with a Result... 385 Pairing a Result with a Reason... 385 Defining an Action Item... 386 Defining an Action... 387 Defining a Wrap-Up... 387 Understanding Fulfillment Fulfillment Overview... 389 What is a Fulfillment?... 390 Who Uses Fulfillments?... 391 What is a Fulfillment Server?... 391 xv

What is a Query?... 392 What are Datasource Files?... 392 What Are Some Elements of Fulfillments?... 393 What s New in This Release... 395 Faxing a Fulfillment Request... 395 Previewing and Printing a Fulfillment Request... 395 Redirecting the Finish Button... 396 Using the Fetch SMTP Identifier... 396 Terms and Definitions... 397 Fulfillment Process Flow... 400 Administering Fulfillment Getting Started... 404 Logging in as the Fulfillment Administrator... 405 Using the Quick Find Search Feature... 406 Viewing or Updating Listed Items... 407 Previewing and Printing a Previewed Fulfillment Request... 407 Updating a Fulfillment Template... 408 Changing a Template s Availability... 409 Creating a Query... 409 SQL Query Guidelines... 410 Creating a Datasource File... 411 Downloading a Datasource File... 412 Updating a Query... 412 Associating a Master Document to a Template... 413 Removing a Master Document from a Template... 414 Removing Collateral from a Template... 414 Uploading a Master Document to the Marketing Encyclopedia System... 415 Creating New Groups... 416 Adding a New Group to the Server... 416 Adding Agents to a Group... 417 Removing Agents from a Group... 418 Modifying Groups... 418 Modifying Fulfillment Servers... 419 Reconfiguring Email Servers... 420 xvi

Reconfiguring Fax Servers... 421 Reconfiguring File Servers... 421 Reconfiguring Printers... 421 Modifying a Group-Server Association... 421 Removing Output Devices and Groups... 422 Checking a Request Status... 422 Viewing Requests... 423 Cancelling a Request... 423 Re-submitting a Fulfillment Request... 424 Understanding Escalation Management Escalation Management Overview... 426 What is an Escalation?... 426 What is a Reactive Escalation?... 427 What is a Proactive Escalation?... 427 Escalation Features... 428 What s New in This Release... 428 Terms and Definitions... 429 Reactive Escalation: The Escalation Manager... 430 What is the Escalation Manager?... 430 Explanation of Escalation Manager Components... 430 Workflow Notifications... 432 Escalation Territories... 433 Escalation Manager Process Flow... 433 Proactive Escalation: The Business Rule Monitor... 434 What is a Business Rule?... 434 What is the Business Rule Monitor?... 435 Workflow and Workflow Attributes... 435 Notification Only... 436 Create a Task Only... 436 Notification and Create Task... 436 Escalated Object... 436 Workflow Attributes... 436 Resource Types... 438 Explanation of Business Rule Monitor Components... 439 xvii

Business Rule Monitor Process Flow... 441 General Tips for Defining Rules... 442 Using Escalation Manager Getting Started... 445 Navigating the Escalation Manager... 445 Creating Escalations... 446 Creating a Document Whose Owner is a Group... 448 Managing Different Types of Escalations... 449 Managing a Service Request Escalation... 449 Managing a Task Escalation... 451 Managing a Defect Escalation... 452 xviii

Send Us Your Comments Oracle CRM Application Foundation Concepts and Procedures, Release 11i Part No. A92119-01 Oracle Corporation welcomes your comments and suggestions on the quality and usefulness of this document. Your input is an important part of the information used for revision. Did you find any errors? Is the information clearly presented? Do you need more information? If so, where? Are the examples correct? Do you need more examples? What features did you like most? If you find any errors or have any other suggestions for improvement, please indicate the document title and part number, and the chapter, section, and page number (if available). You can send comments to us at: Oracle Corporation CRM Application Foundation Content Development Manager 500 Oracle Parkway Redwood Shores, CA 94065, USA If you would like a reply, please give your name, address, telephone number, and (optionally) electronic mail address. If you have problems with the software, please contact your local Oracle Support Services. xix

xx

Preface Audience for This Guide How To Use This Guide Welcome to Release 11i of the Oracle CRM Application Foundation Concepts and Procedures. This guide assumes you have a working knowledge of the following: The principles and customary practices of your business area Oracle CRM Application Foundation If you have never used Oracle CRM Application Foundation, Oracle suggests you attendoneormoreoftheoracle CRM Application Foundation training classes available through Oracle University. The Oracle Applications graphical user interface To learn more about the Oracle Applications graphical user interface, read the Oracle Applications User s Guide. See Other Information Sources for more information about Oracle Applications product information. This document contains the information you need to understand and use Oracle CRM Application Foundation. It is divided into sections, with each section containing material on an Application Foundation module. Chapter 1 describes the Oracle CRM Application Foundation module Resource Manager xxi

Chapter 2 describes the Oracle CRM Application Foundation module Notes Manager Chapter 3 describes the Oracle CRM Application Foundation module Spreadtable Chapter 4 describes the Oracle CRM Application Foundation module Territory Manager Chapter 5 describes the Oracle CRM Application Foundation module Assignment Manager Chapter 6 describes the Oracle CRM Application Foundation module Task Manager Chapter 7 describes the Oracle CRM Application Foundation module Calendar Chapter 8 describes the Oracle CRM Application Foundation module Interaction History Chapter 9 describes the Oracle CRM Application Foundation module Fulfillment Chapter 10 describes the Oracle CRM Application Foundation module Escalation Manager Note: The Oracle CRM Technology Foundation Concepts and Procedures Guide contains information relating to User Management including user registration and management performed through the System Administrator s Console. Documentation Accessibility Our goal is to make Oracle products, services, and supporting documentation accessible, with good usability, to the disabled community. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Standards will continue to evolve over time, and Oracle Corporation is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For additional information, visit the Oracle Accessibility Program Web site at http://www.oracle.com/accessibility/. xxii

Accessibility of Code Examples in Documentation JAWS, a Windows screen reader, may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line; however, JAWS may not always read a lineoftextthatconsistssolelyofabracketorbrace. Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle Corporation does not own or control. Oracle Corporation neither evaluates nor makes any representations regarding the accessibility of these Web sites. Other Information Sources You can choose from many sources of information, including online documentation, training, and support services, to increase your knowledge and understanding of Oracle CRM Application Foundation. If this guide refers you to other Oracle Applications documentation, use only the Release 11i versions of those guides. Online Documentation All Oracle Applications documentation is available online (HTML or PDF). Online help patches are available on MetaLink. Related Documentation Oracle CRM Application Foundation shares business and setup information with other Oracle Applications products. Therefore, you may want to refer to other product documentationwhenyousetupanduseoracle CRM Application Foundation. Oracle CRM Technology Foundation Concepts and Procedures Guide contains information relating to User Management including user registration and management performed through the System Administrator s Console. You can read the documents online by choosing Library from the expandable menu on your HTML help window, by reading from the Oracle Applications Document Library CD included in your media pack, or by using a Web browser with a URL that your system administrator provides. If you require printed guides, you can purchase them from the Oracle Store at http://oraclestore.oracle.com. xxiii

Documents Related to All Products Oracle Applications User s Guide This guide explains how to enter data, query, run reports, and navigate using the graphical user interface (GUI) available with this release of Oracle CRM Application Foundation (and any other Oracle Applications products). This guide also includes information on setting user profiles, as well as running and reviewing reports and concurrent processes. You can access this user s guide online by choosing Getting Started with Oracle Applications from any Oracle Applications help file. Documents Related to This Product Oracle CRM Application Foundation Implementation Guide The implementation process for each Application Foundation module is described in this manual. Oracle CRM Application Foundation API Reference Guide This manual describes the public, supported Application Foundation APIs. It includes API information for the following Application modules: Interaction History Resource Manager Task Manager Fulfillment Notes Installation and System Administration Oracle Applications Concepts This guide provides an introduction to the concepts, features, technology stack, architecture, and terminology for Oracle Applications Release 11i. Itprovidesa useful first book to read before an installation of Oracle Applications. This guide also introduces the concepts behind Applications-wide features such as Business Intelligence (BIS), languages and character sets, and Self-Service Web Applications. xxiv

Installing Oracle Applications This guide provides instructions for managing the installation of Oracle Applications products. In Release 11i, much of the installation process is handled using Oracle Rapid Install, which minimizes the time to install Oracle Applications, the Oracle8 technology stack, and the Oracle8i Server technology stack by automating many of the required steps. This guide contains instructions for using Oracle Rapid Install and lists the tasks you need to perform to finish your installation. You should use this guide in conjunction with individual product user s guides and implementation guides. Oracle Applications Supplemental CRM Installation Steps This guide contains specific steps needed to complete installation of a few of the CRM products. The steps should be done immediately following the tasks given in the Installing Oracle Applications guide. Upgrading Oracle Applications Refer to this guide if you are upgrading your Oracle Applications Release 10.7 or Release11.0productstoRelease11i. Thisguidedescribestheupgradeprocessand lists database and product-specific upgrade tasks. You must be either at Release 10.7 (NCA, SmartClient, or character mode) or Release 11.0, to upgrade to Release 11i. You cannot upgrade to Release 11i directly from releases prior to 10.7. Maintaining Oracle Applications Use this guide to help you run the various AD utilities, such as AutoUpgrade, AutoPatch, AD Administration, AD Controller, AD Relink, License Manager, and others. It contains how-to steps, screenshots, and other information that you need to run the AD utilities. This guide also provides information on maintaining the Oracle applications file system and database. Oracle Applications System Administrator s Guide This guide provides planning and reference information for the Oracle Applications System Administrator. It contains information on how to define security, customize menus and online help, and manage concurrent processing. Oracle Alert User s Guide This guide explains how to define periodic and event alerts to monitor the status of your Oracle Applications data. xxv

Oracle Applications Developer s Guide This guide contains the coding standards followed by the Oracle Applications development staff. It describes the Oracle Application Object Library components needed to implement the Oracle Applications user interface described in the Oracle Applications User Interface Standards for Forms-Based Products.Italsoprovides information to help you build your custom Oracle Forms Developer 6i formssothat they integrate with Oracle Applications. Oracle Applications User Interface Standards for Forms-Based Products This guide contains the user interface (UI) standards followed by the Oracle Applications development staff. It describes the UI for the Oracle Applications products and how to apply this UI to the design of an application built by using Oracle Forms. Other Implementation Documentation Multiple Reporting Currencies in Oracle Applications If you use the Multiple Reporting Currencies feature to record transactions in more than one currency, use this manual before implementing Oracle CRM Application Foundation. This manual details additional steps and setup considerations for implementing Oracle CRM Application Foundation with this feature. Multiple Organizations in Oracle Applications This guide describes how to set up and use Oracle CRM Application Foundation with Oracle Applications' Multiple Organization support feature, so you can define and support different organization structures when running a single installation of Oracle CRM Application Foundation. Oracle Workflow Guide This guide explains how to define new workflow business processes as well as customize existing Oracle Applications-embedded workflow processes. You also use this guide to complete the setup steps necessary for any Oracle Applications product that includes workflow-enabled processes. Oracle Applications Flexfields Guide This guide provides flexfields planning, setup and reference information for the Oracle CRM Application Foundation implementation team, as well as for users xxvi

responsible for the ongoing maintenance of Oracle Applications product data. This manual also provides information on creating custom reports on flexfields data. Oracle etechnical Reference Manuals Each etechnical Reference Manual (etrm) contains database diagrams and a detailed description of database tables, forms, reports, and programs for a specific Oracle Applications product. This information helps you convert data from your existing applications, integrate Oracle Applications data with non-oracle applications, and write custom reports for Oracle Applications products. Oracle etrm is available on Metalink Oracle Manufacturing APIs and Open Interfaces Manual This manual contains up-to-date information about integrating with other Oracle Manufacturing applications and with your other systems. This documentation includes APIs and open interfaces found in Oracle Manufacturing. Oracle Order Management Suite APIs and Open Interfaces Manual This manual contains up-to-date information about integrating with other Oracle Manufacturing applications and with your other systems. This documentation includes APIs and open interfaces found in Oracle Order Management Suite. Oracle Applications Message Reference Manual This manual describes Oracle Applications messages. This manual is available in HTML format on the documentation CD-ROM for Release 11i. Oracle CRM Application Foundation Implementation Guide Many CRM products use components from CRM Application Foundation. Use this guide to correctly implement CRM Application Foundation. Training and Support Training Oracle offers training courses to help you and your staff master Oracle CRM Application Foundation and reach full productivity quickly. You have a choice of educational environments. You can attend courses offered by Oracle University at any one of our many Education Centers, you can arrange for our trainers to teach at your facility, or you can use Oracle Learning Network (OLN), Oracle University's online education utility. In addition, Oracle training professionals can tailor standard courses or develop custom courses to meet your needs. For example, xxvii

you may want to use your organization s structure, terminology, and data as examples in a customized training session delivered at your own facility. Support From on-site support to central support, our team of experienced professionals provides the help and information you need to keep Oracle CRM Application Foundation working for you. This team includes your Technical Representative, Account Manager, and Oracle s large staff of consultants and support specialists with expertise in your business area, managing an Oracle8i server, and your hardware and software environment. OracleMetaLink OracleMetaLink is your self-service support connection with web, telephone menu, and e-mail alternatives. Oracle supplies these technologies for your convenience, available 24 hours a day, 7 days a week. With OracleMetaLink, you can obtain information and advice from technical libraries and forums, download patches, download the latest documentation, look at bug details, and create or update TARs. To use MetaLink, register at (http://metalink.oracle.com). Alerts: You should check OracleMetaLink alerts before you begin to install or upgrade any of your Oracle Applications. Navigate to the Alerts page as follows: Technical Libraries/ERP Applications/Applications Installation and Upgrade/Alerts. Self-Service Toolkit: You may also find information by navigating to the Self-Service Toolkit page as follows: Technical Libraries/ERP Applications/Applications Installation and Upgrade. Do Not Use Database Tools to Modify Oracle Applications Data Oracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data Browser, database triggers, or any other tool to modify Oracle Applications data unless otherwise instructed. Oracle provides powerful tools you can use to create, store, change, retrieve, and maintain information in an Oracle database. But if you use Oracle tools such as SQL*Plus to modify Oracle Applications data, you risk destroying the integrity of your data and you lose the ability to audit changes to your data. Because Oracle Applications tables are interrelated, any change you make using Oracle Applications can update many tables at once. But when you modify Oracle Applications data using anything other than Oracle Applications, you xxviii

About Oracle may change a row in one table without making corresponding changes in related tables. If your tables get out of synchronization with each other, you risk retrieving erroneous information and you risk unpredictable results throughout Oracle Applications. When you use Oracle Applications to modify your data, Oracle Applications automatically checks that your changes are valid. Oracle Applications also keeps track of who changes information. If you enter information into database tables using database tools, you may store invalid information. You also lose the ability to track who has changed your information because SQL*Plus and other database tools do not keep a record of changes. Oracle Corporation develops and markets an integrated line of software products for database management, applications development, decision support, and office automation, as well as Oracle Applications, an integrated suite of more than 160 software modules for financial management, supply chain management, manufacturing, project systems, human resources and customer relationship management. Oracle products are available for mainframes, minicomputers, personal computers, network computers and personal digital assistants, allowing organizations to integrate different computers, different operating systems, different networks, and even different database management systems, into a single, unified computing and information resource. Oracle is the world s leading supplier of software for information management, and the world s second largest software company. Oracle offers its database, tools, and applications products, along with related consulting, education, and support services, in over 145 countries around the world. xxix

xxx

Understanding Resource Manager This topic group provides overviews of the application and its components, explanations of key concepts, features, and functions, as well as the application s relationships to other Oracle or third-party applications. This section covers the following topics: Resource Manager Overview What s New in This Release Terms and Definitions Main Components of the Resource Manager What are Resources? Roles versus Role Types Understanding Groups Determining Group Hierarchy Understanding Teams What is a Salesperson? HTML Window Descriptions Resource Manager Rules for HTML Resource Manager Process Flow Resource Manager Overview The Resource Manager provides lists of resources, as individuals, groups, and teams, for applications to access and manage their resources. Resources are defined Understanding Resource Manager 1

What s New in This Release as the employees, supplier contacts, parties and partners that are used by the different CRM components to accomplish business objectives. You can use Resource Manager to import and view resources, define resources, define roles and role types, create teams and groups, and organize resources within those teams and groups. Defining and organizing your resource information makes your resources available to the connected application modules for work action. Resources can be organized into groups and teams. Each group or team can be defined in one of two ways, a role or a role type. What s New in This Release This release of the 11.5.6 Oracle E-Business Suite has the following new features and functions for the Resource Manager: Maintaining Personal Information Viewing and Creating Employee Resources Viewing and Creating Group Information Managing a Resource s Skill Level Defining Web Availability Note: Resources created in the Forms version of Resource Manager are viewable in the HTML version. The same is true for resources created in HTML. Terms and Definitions The following table describes terms and definitions associated with the Resource Manager. Resource Manager Terms and Definitions Term Employee Resource Manager Description An employee is a person who has been hired to work for a company. Employee resources can be imported as resources from the Human Resources Management System (HRMS). A single place for defining, accessing, and maintaining all CRM and ERP Resources. 2 Oracle CRM Application Foundation Concepts and Procedures

Terms and Definitions Resource Manager Terms and Definitions Term Category Component Other/TBH Partner Party Platform Problem Code Product Resource Description A category is the highest level that a resource can be rated in relation to skills management. If a resource is rated at the category level, and not rated at any one of the product, platform, or product code levels, it does not imply the resource is also rated at those levels. Categories can be rated with the following: Foundation, Intermediate, Skilled, Advanced, Expert, or N/A. Within a product in skills management, there are numerous components. A resource can be rated individually for each of those components. Components can be rated with the following: Foundation, Intermediate, Skilled, Advanced, Expert, or N/A. This is the only resource that is created and not imported. Use this resource to create a salesperson that is going to be hired (TBH) but is not yet an employee. A partner is one of two or more persons who contribute capital to establish or maintain a commercial venture and who usually share in the risks and profits. A Partner resource can be imported as resources from Accounts Receivables. A party is an entity that can enter into a business relationship. A Party resource can be imported as resources from Accounts Receivables. Within a category, there could be numerous platforms in skills management. A resource can be rated individually for each of those platforms. Platforms can be rated with the following: Foundation, Intermediate, Skilled, Advanced, Expert, or N/A. Within a category in skills management, there could be numerous problem codes. A resource can be rated individually for each of those problem codes. Problem Codes can be rated with the following: Foundation, Intermediate, Skilled, Advanced, Expert, or N/A. Within a category in skills management, it is possible to have numerous products. A resource can be rated individually for each of those products. A product can be sub-divided into components. Products can be rated with the following: Foundation, Intermediate, Skilled, Advanced, Expert, or N/A. A resource is the basic element of the Resource Manager and is defined as people, places and things. Understanding Resource Manager 3

What are Resources? Resource Manager Terms and Definitions Term Resource Category Skills Management Supplier Contact Workflow Description There are five types of resources: Party, Employee, Partner, Supplier Contact, To Be Hired (TBH), and Other. Skills Management provides the ability to add a new skill rating to a resource. The resource can update and maintain their skill rating, attach a numeric value to each skill level, and change the actual name of each skill level. A supplier contact is the contact information for a person or agency that sells raw material or goods. Supplier resources can be imported as resources from the Purchasing (PO) application. Oracle Workflow automates and continuously improves business processes, routing information of any type according to business rules you can change. Oracle Workflow manages business processes according to rules that you define. The rules, which we call a workflow process definition, include the activities that occur in the process and the relationship between those activities. An activity in a process definition can be an automated function defined by: apl/sqlstoredprocedureoranexternalfunction a notification to a user or role that they may request a response abusinessevent a subflow that itself is made up of many activities. What are Resources? The following table describes all five resource categories used in the Resource Manager. Resource Category Descriptions Resource Employee Supplier Contact Description An employee is a person who has been hired to work for a company. Employee resources can be imported as resources from the Human Resources Management System (HRMS). A supplier contact is the contact information for a person or agency that sells raw material or goods. Supplier resources can be imported as resources from the Purchasing (PO) application. 4 Oracle CRM Application Foundation Concepts and Procedures

Roles versus Role Types Resource Category Descriptions Resource Party Partner Other/TBH Description A party is an entity that can enter into a business relationship. A party resource can be imported as resources from Accounts Receivables. A partner is one of two or more persons who contribute capital to establish or maintain a commercial venture and who usually share in the risks and profits. A Partner resource can be imported as resources from Accounts Receivables. Other/TBH is the only resource that is created and not imported. Use this resource to create a salesperson that is going to be hired (TBH) but is not yet an employee. Roles versus Role Types A role may encompass one or more job description and title. You assign seeded roles to resources, resource groups and resource teams. For example, the seeded roles for Sales include manager, administrator, approver, and representative. The seeded roles for Telesales include manager, administrator, and agent. You can define custom roles for your business needs. A role type is a collection of roles associated with a particular CRM module. For example, Sales, Telesales, Marketing, Sales Compensation, Support, Call Center are all role types. Role types are seeded by the different modules that access the Resource Manager. You can define custom role types for your business needs. Role attributes are associated with each role, and define its responsibility within the group. Values include: Manager Admin Lead Member Understanding Resource Manager 5

Understanding Groups In addition to these four responsibilities, a role attribute can also be designated as (currently) active, and seeded (available out-of-the-box). The following table lists example role types, and the seeded roles associated with each along with their attributes. Example Roles, Role Attributes, and Role Types Role Type Seeded Roles Role Attribute Sales Manager Manager, Active, Seeded Administrator Admin, Active, Seeded Approver Member, Active, Seeded Representative Member, Active, Seeded Telesales Manager Manager, Active, Seeded Administrator Admin, Active, Seeded Agent Member, Active, Seeded See Also Understanding Groups Understanding Teams Understanding Groups The following concepts are useful in understanding the groups function in the Resource Manager. Resource Groups A group is based on the similar functionality or the roles of its members. It can consist of individual resources and groups. For example, Linda s group includes individual resources, John, Mark, and Carol, as well as another resource group, Mary s group. A resource can belong to one or many groups at one time. Group Member Roles Roles and responsibilities are commonly associated with all members of a resource group, but not all group roles need to be filled. For example, a sales group has one sales manager and a few sales representatives. The sales manager and the sales representative are job roles assigned to the group members. 6 Oracle CRM Application Foundation Concepts and Procedures

Understanding Teams Each member can have multiple roles defined within a group. For example, Mid West Sales Group consists of only two people due to resource constraints, one of them plays two roles, sales manager and field sales agent, at the same time. Group Roles Multiple roles can be assigned to a resource group. For example, Group A has three resources (an employee, a Party, and a Partner). Those three resources play a role in Group A, even if they have different roles assigned to them individually. The Party can have an individual Team role but the role it plays in group A is Manager role. Determining Group Hierarchy Understanding Teams Individual resources can be assigned to a group, and a group can belong to another group or to multiple groups. Resources therefore can be organized through a group hierarchy with a parent-child relationship. For example, Jack William and Frank Nelson are sales representatives who belong to the Product A group and directly report to Pat Smith, the Sales Manager of Product A. However, Jack and Frank indirectly report to Jeff Walsh who leads the Field Sales Group as Field Sales Manager. The Field Sales Group and the Product A group have a parent-child relationship. You can use the group hierarchy to view direct reporting or all reporting information for a resource. Refer to the Viewing Group Hierarchy section of this manual for more detailed information. The following concepts are useful in understanding the Teams function in the Resource Manager. Resource Teams A team is a collection of cross-functional resources. Team members are chosen for their availability and qualifications. You define a team to organize the necessary resources to accomplish an objective or a particular task. Teams consists of groups and individual resources that work together to efficiently complete a project. A resource can belong to multiple resource teams. For example, a solution team can have support and sales groups as well as a telesales agent as an individual resource. Understanding Resource Manager 7

What is a Salesperson? Team Member Roles Each team member, whether it is an individual resource or a resource group can have multiple roles assigned to a team. For example, a team member can have both Sales Manager and Sales Representative roles due to resource constraints in a team. Team Roles You can assign multiple roles to a team. For example, a solution team plays a support manager role, and a sales approver role at the same time while sales demand is strong. What is a Salesperson? A salesperson is any person involved in the sale or support of products and services. Salespeople are typically field personnel, but can also be support groups and other product specialists involved either directly or indirectly in generating revenue for the organization. Depending on their relationship to the sales organization, salespeople can be internal employees or external people or organizations. Employees, Parties, Partners, and Supplier Contacts can all be further defined as salespeople by having sales numbers and relevant information assigned to them after being imported to the Resource Manager. However, these imported resources always carry their original resource categories of Employee, Party, Partner, or Supplier Contact. These resource categories never change. For example, your company partners with Vision Enterprises to promote certain products. Vision Enterprises can be imported as category Partner from Accounts Receivables and be given a sales number and relevant information, thus Vision Enterprises becomes a salesperson and can be assigned to your group or team, still with the same category Partner, for marketing campaign or opportunities. In addition to imported resources, the only resources you can create, and not import, is a salesperson with resource category of OTHER, or TBH. HTML Window Descriptions The following employee resource windows are available in the HTML version of Resource Manager. Employees Advanced Search 8 Oracle CRM Application Foundation Concepts and Procedures