chapter 12 sales for handhelds and sales offline

Copyright © Oracle, 2007. All rights reserved.

Sales for Handhelds and Sales Offline Chapter 12 -

Sales for Handhelds and Sales Offline Chapter 12

Maged Lotfi (magedlotfi@

gmailฺcom) has a non-transferable license

to use this Student Guideฺ

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Sales for Handhelds and Sales Offline




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Objectives




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Overview of Oracle Sales for Handhelds

Overview of Oracle Sales for Handhelds

The supported browsers are: • Pocket PC handheld devices running Pocket IE on Windows Mobile 2003 or Windows

Mobile 5.0 • Palm based handheld devices running Blazer 3.0 browser or higher • Nokia running Internet Browser for HTML 4.01/xHTML on Symbian 7.OS operating

system • Blackberry devices version 4.0 or higher




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Outlook Synchronization

Outlook Synchronization

E-mail interactions are flagged in Microsoft Outlook and, upon synchronization, are recorded in the Oracle Interaction History. Maged Lotfi (m

agedlotfi@gmailฺcom) has a non-transferable license


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Synchronization Devices




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Alerts

Alerts

The listed alerts are seeded in Oracle Workflow and ready to use. Additionally, administrators can create customized alerts using the extensibility for Oracle Workflow. Oracle Workflow automates and streamlines business processes both within and beyond your enterprise, supporting traditional applications based workflow as well as e–business integration workflow. Oracle Workflow lets you include your own PL/SQL procedures or external functions as activities in your workflows. Without modifying your application code, you can have your own program run whenever the Workflow Engine detects that your program's prerequisites are satisfied. There are several components of the Sales Alerts System that are extensible. You can modify any step for seeded alerts by replacing shipped nodes with custom nodes. You can also support entirely new alerts by adding custom nodes for each step of the process.




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Implementing the Connected Browser

Implementing the Connected Browser

Display Profile Options The following profile options are preset, but you can change them to meet your company’s needs.

• ASP: Calendar date range This profile option determines the number of days for which appointments are listed on

the handheld dashboard. The default is 3. • ASP: Maximum number of characters displayed This profile option determines the number of characters displayed in tables on the

handheld device, after which the data is truncated. The default is 35. Customize Action Lists Use lookups to customize the search choice list on the Dashboard page and the action selection list on other pages. Following are the page names and lookup types:

• Appointment Details Page: ASP_APT_DET_PG_NAV • Contact Landing Page: ASP_CTLAND_PG_NAV • Contact: Phone/Email Pages: ASP_CTPHEM_PG_NAV




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• Customer Landing Page: ASP_CULAND_PG_NAV • Dashboard Quick Search: ASP_HOME_QSEARCH_TYPE • Opportunity Landing Page: ASP_OPP_LAND_PG_NAV • Task Details Page: ASP_TASK_DET_PG_NAV

Personalize the UI To optimize the user interface for smaller handheld device screens, some elements are are hidden, such as tables, table columns, and fields. You can change these settings at the following levels:

• Function: Affects all users with a particular function • Localization: Affects all users for a particular location • Site: Affects all users of the current installation • Organization: Affects all users for a particular business unit (Org) • Responsibility: Affects all users within a particular responsibility

Use the Wireless Sales Administrator responsibility to perform personalization. You must work on a desktop browser. The ability to personalize is controlled by the profile option Personalize Self-Service Defn. Following are some examples of personalizations:

• Hide or show regions, fields, and entire tables • Change the order of regions and fields on a page • Change field labels and region headers • Make fields mandatory • Make fields read-only • Use cascading style sheets • Define default values • Provide tip text • Add fields to a region




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Implementing Outlook Synchronization

Implementing Outlook Synchronization

Required Profile Options • CAC Sync: Contact Sync Mode Determines if contacts can be synchronized both ways or download only. Choices are

Disabled, Download Only, and Two Way. Level: Site and application Default: Download Only at the site level, Two Way at the application level for Oracle

Sales for Handhelds (ASP) • CAC Sync: Include Details If set to yes, then appointments that are synchronized include appointment details in the

body notes. Level: Application, Site, Responsibility, and User Default: Yes at the application level for Oracle Sales for Handhelds




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• CAC Sync: Include Links If set to yes, then contacts and appointments synchronized to the offline device include

links to related pages. If set to yes, then CAC Sync: Include Details must also be set to yes.

Level: Application, Site, User Default: Yes at the application level for Oracle Sales for Handhelds • CAC Sync: Include Tasks Without Date If set to yes, then tasks without due dates are included in the synchronization for the user. Level: Site, Application, Responsibility, and User Default: Yes at site level, No at the application level for Oracle Sales for Handhelds • CAC Sync: Contact Data Security Definition For the Oracle Sales for Handhelds and the Oracle Sales applications, set the value to:

oracle.apps.asp.common.util.server.CustomerSecurityAM This enables adding contacts as attendees for appointments. It enables the Add Contact

button in the Create Appointments page in Oracle Sales. Level: Application Default: None

The profile option Task Manager: Default Task Type is already set for application level to work correctly with synchronization. Please do not change the setting. Optional Profile Options The following profile options are defaulted to work correctly. You can change them to fit the needs of your business.

• CAC: Maximum number of Contact Preferences for each user Users create lists of contacts to include during synchronization. This profile sets the

maximum number of contacts for all users. Level: Site Default: 200 • CAC Sync: Appointments Category When appointments are synchronized between Common Application Calendar (CAC) and

Pocket PC or Desktop Outlook, the appointments from Oracle Sales are placed in the category specified in this profile option. If this profile option is changed after the initial implementation, then users must perform a Full Synchronization.

Level: Site Default: Oracle Appointments • CAC Sync: Contacts Category When contacts are synchronized between Common Application Calendar and Pocket PC

or Desktop Outlook, the contacts from Oracle Sales are placed in the category specified in this profile option. If this profile option is changed after the initial implementation, then users must perform a Full Synchronization.

Level: Site Default: Oracle Contacts




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• CAC Sync: Tasks Category When tasks are synchronized between Common Application Calendar and Pocket PC or

Desktop Outlook, the tasks from Oracle Sales are placed in the category specified in this profile option. If this profile option is changed after the initial implementation, then users must perform a Full Synchronization.

Level: Site Default: Oracle Tasks • CAC Sync: Conflict Category This is the category that stores duplicate information when there are conflicts during

synchronization. Level: Site Default: Oracle Conflicts • CAC Sync: Days Before The number of days set here determines the number of past days for which tasks and

appointments are synchronized from the server to the client during initial (full) synchronization. Tasks and appointments due or occurring within the previous x days as well as tasks and appointments due or occurring anytime in the future are included. Recommend using between 7 and 21 days. There are no limits for synchronizing from the client to the server.

Level: Site, User. This profile can also be set by users. Default: 14 • ASP: Email Interaction: Flagged Category This is the category name for e-mails that are marked in Desktop Outlook to be added to

interaction history in Oracle Sales when synchronized. If you change this category, then users must perform a full synchronization to update their clients.

Level: Site Default: Marked for Logging • ASP: Email Interaction: Recorded Category This is the category name for e-mails that were successfully synchronized from Desktop

Outlook to be added to interaction history in Oracle Sales. If you change this category, then users must perform a full synchronization to update their clients.

Level: Site Default: Logged in Oracle

Enable Outlook Preferences Menu This menu contains the functions for setting up the contact list and downloading clients. Add the submenu for Outlook Synchronization to the ASN menu ASN_HOME_MENU. The submenu to add is ASP: Outlook Synchronization Preferences Container Menu (ASP_OUTLOOK_SYNC_PRF_CONTAINER).




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Overview of Oracle Sales Offline

Overview of Oracle Sales Offline

Oracle Sales Offline gives you the information you need to manage your sales efforts while you are on the road. You can access detailed customer information, product interests, and notes about customers. Contact information allows sales representatives to identify key players within their accounts and share that information with other members of the sales team. Sales Offline is a mobile application that imports and exports (synchronizes) information from an Oracle enterprise database, to allow you to work in a disconnected mode. The application allows you to view and/or update your sales information remotely via your laptop computer. You can add, view and edit customers, opportunities, leads, quotes, and tasks right from your laptop, saving the changes for upload later. When a connection is available you can synchronize data with the Oracle enterprise database. Oracle Sales Offline offers sales organizations the functionality required in an interface that is both familiar and effective. Leveraging the capabilities of desktop applications, Oracle has designed a template that provides sales organizations a way to manage sales information without the need to install additional software. The template is easily downloaded from Oracle Sales and provides upload/download data capabilities. Oracle Sales Offline provides you with the ability to view and edit sales information, while your support organization does not have to support any additional technical software on the laptops.




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One of the most important features of Oracle Sales Offline is the display of conflict resolution and new items. The Home Tab of Oracle Sales Offline is the first window visible in the application, and lists newly added or changed records during the last synchronization. Initially, the Home tab does not list any records. New or changed items are listed as the result of subsequent synchronizations. Records are listed in the various tables, depending on the source of the record. The Conflict Resolution subtab is available in the Home Tab. A conflict occurs when the same record has been modified in an online application as well as in Sales Offline. The conflict resolution sheet displays conflicting records that occurred during synchronization, and provides a side-by-side comparison of the local client record and the associated server record. You can correct conflicting records and reapply to the enterprise database or discard the conflicting records directly through Sales Offline.




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Sales Offline Profile Options

Sales Offline Profile Options

Oracle Sales Offline downloads and uses some profile values set up from Oracle Quoting, Oracle Sales, and Web ADI, if they are established in the online applications. The following are additional Sales Offline specific profiles which you may set: General System Profiles

• ASL: Campaign Code Download Threshold Determines the number of campaign (source/offer) codes to download. • ASL: Excel Debug If set to Yes, debug option is turned on and the application creates a log file on the server

when a user downloads a new Oracle Sales Offline template or performs a synchronization in Oracle Sales Offline. The log file is created in a directory on the middle tier. The location of that directory is specified by the Jserv parameter service.Logging.common.filename, along with a log type. The format of the file name is ASL_<username>_<log-type>_<sessionID>.log.

• ASL: Download Service Items Set this profile to Yes if you want to download service items for the Quoting module.




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• ASL: Excel Server Host Oracle Sales Offline supports multi-node/load balanced installations. You can use any

load balancing technique, for example, DNS layer, Http layer, Apache JServ layer, or hardware load balancer. Set this value in a multi-node load balanced environment to override the server name defaulted in Oracle Sales Offline template. The profile must be set to the external host name.

• ASL: Excel Server Port Oracle Sales Offline supports multi-node/load balanced installations. You can use any

load balancing technique, for example, DNS layer, Http layer, Apache JServ layer, or hardware load balancer. Set this value in a multi-node load balanced environment to override the server port defaulted in Oracle Sales Offline template. The profile must be set to the external port number.

• ASL: Excel SSL Acceleration On Set this profile to Yes if the environment has SSL enabled. • ASL: Turn On SQL Trace If set to Yes, a SQL trace file is created for each synchronization in Oracle Sales Offline. • Enable Timezone Conversions Set this profile to enable Tasks and Notes to work correctly in Oracle Sales Offline.

User Preference Profiles These profiles are used for storing user preferences specified in the Sync Preferences window. No setup is required. Do not change the values of these profiles. Sync Time Profile ASL_EXCEL_LAST_SYNC_TIME This system profile option is used for storing user's last synchronization. Do not change this profile option. Price List Lines Profile

• ASL: Download ALL_ITEM Price List Lines This system profile controls the download of price lists to Oracle Sales Offline. The

default is null. Blank indicates that no price lists will download. Yes indicates to download price lists that have the Mobile Download checkbox selected and the Product Attribute is set to ALL_ITEMS. No indicates to download price lists that have the Mobile Download checkbox selected, and to exclude price lists where the Product Attribute is set to ALL_ITEMS.

Improve Load Time Profiles You can improve the loading speed of the summary sheets by activating the optimization profiles listed below. The profiles can be set at the site, application, responsibility, or user level.

• ASL: Summary Hyperlink Optimization Controls whether the summary sheet loading hyperlink optimization is activated. By

default, this optimization is not activated. If this profile is set to Yes, the hyperlink optimizations are enabled, and the display screen tips for each hyperlink are removed.




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• ASL: Summary Auto Fit Optimization Controls whether the summary page loading column auto fit optimization is activated. By

default, this optimization is not activated. If this profile is set to Yes, the columns are set at predefined values selected to optimally accommodate the various data within the columns.

Synchronization Profile ASL: Enable Sync Engine Set this value to Yes to allow data synchronization, and to check whether the current client template is compatible with the current version of the server. The default value is Yes. SSL Profile You can deploy Oracle Sales Offline in a secured environment. In single node installation, you do not need to set any profiles for SSL. If you are using SSL accelerator, set profile ASL: is SSL Acceleration on to Yes. Single Sign On (SSO) Profile When using Oracle Sales Offline and working in an SSO environment, store the necessary passwords in FND_USER by setting the profile Application SSO Login Types to Both or Local. Quoting Default The profile ASL: DEFAULT QUOTE CONTACT allows for the defaulting of contacts and addresses for quotes. If this profile is set to Yes at the site level, you can customize your quote contacts and addresses based on business rules as described in the Oracle Sales Offline User Guide. If this profile is set to No, then the primary contact from the related opportunity will default. Lead/Opportunity Owner Update The following two profiles give the login user the privilege to update the Lead/Opportunity owner: • OS: Privilege to Change Lead Owner • OS: Privilege to Change Opp Owner Maged Lotfi (m

agedlotfi@gmailฺcom) has a non-transferable license


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Date Picker

Date Picker

The date picker requires the Microsoft Windows Common Controls-2 6.0 (mscomct2.ocx). In earlier versions of Microsoft office (for example, Office 2000), the mscomct2.ocx is available with the Microsoft Office installation. However, for later releases of Microsoft Office (for example, 2002, 2003), the mscomct2.ocx (which supports the date, time and datetime picker) is not available. Follow these steps to make the mscomct2.ocx available:

• Download the mscomct2.ocx from the Microsoft site to the system32 folder. • Register the mscomct2.ocx by running the following command in Start->Run: regsvr32

"<path of OCX>\mscomct2.ocx" • After successful registration, Open Microsoft Excel. Go to the Menu: Tools -> Macro ->

Security-> Trusted Sources/Publisher tab and check the option "Trust access to Visual Basic Project".

• Reopen the Sales Offline template.




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Product Dependencies/Prerequisites

Product Dependencies/Prerequisites

These are the prerequisites for Oracle Sales Offline: • Oracle Applications

- Oracle Sales - Oracle Quoting - Oracle Web Applications Desktop Integrator

• Desktop Requirements - Windows 95/NT/2000/XP operating system - Microsoft Excel 2000/XP/2003 - Microsoft Internet Explorer - Licensed copy of WinZip, PKZIP, or WinRAR - Microsoft Windows Common Controls-2 6.0 (Mscomct2.ocx)

• Desktop Recommendations - 500 mHz or higher processor - 256 mb RAM or higher




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Summary




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chapter 12 sales for handhelds and sales offline

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