Using Workflow in Oracle Order

Using Workflow in Oracle Order Management

An Oracle White Paper

October 2001

Using Workflow in Oracle Order Management

Table of Contents

EXECUTIVE OVERVIEW (4)

INTRODUCTION (4)

FUNCTIONAL DIFFERENCES (5)

R11I FEATURES (6)

F LEXIBLE AND EXTENSIBLE ORDER PROCESSES (6)

Order Header and Line WorkFlow processes (6)

Workflow enabling order and line business functions (7)

Creating customized workflow activities/sub-processes (9)

Process dependencies (10)

A UTOMATED, D EFERRED AND M ANUAL T RANSACTIONS (11)

I NTERACTIVE DECISION SUPPORT AND EXCEPTION HANDLING (12)

ORDER MANAGEMENT WORKFLOW STANDARDS (12)

S YNCHRONOUS - I MPLEMENTING A BUSINESS FUNCTION THAT IS AUTOMATICALLY EXECUTED (12)

M ANUAL - I MPLEMENTING A BUSINESS FUNCTION THAT REQUIRES USER

INTERVENTION (13)

D EFERRED - I MPLEMENTING A BUSINESS FUNCTION THAT IS EXECUTED OFF-LINE.14

N AMING C ONVENTIONS (15)

Process Flow (16)

Sub-Process (16)

Function Activity (16)

A CTIVITY R ESULTS (17)

D EFAULT E RROR P ROCESS (18)

A CCESS C ONTROL (18)

USING WORKFLOW IN ORDER MANAGEMENT (18)

S ET UP (18)

Setup “Order Management WF Administrator” WF item attribute (18)

Review seeded OM WF data and Define Workflow processes via the Workflow Builder (19)

Setup approval notification and OM: Notification Approver (20)

Setup Workflow assignments for order/line transaction types (22)

Setup the WF background Engine (23)

O RDER OR L INE BUSINESS PROCESSES THAT ARE WORKFLOW ENABLED (23)

Booking (23)

Scheduling (23)

Create Supply (24)

ATO Processing (24)

Ship (24)

Purchase Release (24)

Return Receipt (25)

Fulfillment (25)

Invoice Interface (25)

Close Order and Close Line (26)

M OVING O RDERS AND L INES FORWARD IN THEIR FLOWS (26)

Synchronous Completion (26)

Manual Completion (27)

Deferred Completion (28)

T RACKING ORDER STATUS (28)

Order and Line Summary status (28)

Workflow Activity Status Page (29)

Workflow Monitor (30)

Public Status APIs (31)

W ORKFLOW AND OTHER OM FUNCTION AREAS (32)

Cancellations (32)

Holds (32)

Processing Constraints (32)

E RROR HANDLING (33)

Expected Errors (33)

Unexpected Errors (33)

P URGING W ORKFLOW S TATUS I NFORMATION (34)

CUSTOMIZING ORDER AND LINE FLOWS (34)

G UIDELINES (35)

E XAMPLES (36)

C AVEATS (42)

CONCLUSION (43)

GLOSSARY (44)

REFERENCES (44)

APPENDIX A (45)

R11I.2 SEEDED ORDER HEADER/LINE W ORKFLOW PROCESSES (45)

APPENDIX B (45)

R11I.2 SEEDED WF I TEM A TTRIBUTES (45)

APPENDIX C (47)

R11I.2 SEEDED UTILITY ACTIVITIES (47)

APPENDIX D (48)

P ROCEDURES AVAILABLE TO QUERY H EADER S TATUS (48)

P ROCEDURES AVAILABLE TO QUERY L INE S TATUS (48)

APPENDIX E (50)

PL/SQL WF WRAPPER FOR THE FUNCTION ACTIVITY “I S THIS A BIG O RDER” (50)