functional i store overview knoworacle

Functional Overview of iStore

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• Oracle iStore – An Overview

• Key Features of Oracle iStore

• Demonstration-Order Creation and Tracking Order

• Summary

Agenda

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Oracle iStore-An Overview

• Oracle iStore is a packaged e-commerce application that gives organizations the components necessary to create powerful Internet store sites for selling products and services in a secure and personalized environment

• Oracle iStore allows businesses from all industries to establish• business-to-business (B2B) and• business-to-consumer (B2C) electronic commerce

• In addition, integration with other Oracle applications provides a broad range of e-commerce capabilities.

Oracle iStore Basics – How it works ?

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“Oracle iStore is web based application which lets business establish flexible, robust internet store front.”

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Oracle iStore-An Overview

Implementing Oracle iStore lets you:

• Build, test, and launch sophisticated online stores in multiple languages and currencies

• Provide a full range of online purchasing capabilities, including flexible pricing, sales assistance, storage of customer data, shared carts, shopping lists, warranties, order tracking and returns, and more

• Deploy sites in business partner, business-to-business (B2B) and business-to-consumer (B2C) scenarios

• Target different customer segments and/or organizations

• Capture and track customer information and activities

• View reports about the activities in the online stores

Oracle iStore Basics – B2B / B2C User

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Manufacturing Plant

OEM / Distributors

Retail Customers

B2B Business

B2C Business

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• Product Catalog and Content Management

Unlimited products and product attributes

Associate any multimedia content to products

Inventory independent hierarchies

Rule based categorization of products in the hierarchy

Targeted specialty stores

Oracle iStore-Key Features

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• Interactive and Complex Selling

Guided Selling

Configure Complex Products

Shopping Lists¸ Saved, Shared, and Sales Rep Assisted Shopping Carts

Collaborative buying with Sales Reps

Web Call-back


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• Flexible Checkout

Express or Regular checkout

Merchant configurable checkout

• Advanced and personalized pricing

Unlimited price lists available in multiple currencies

Volume, bundled, and tiered discounts

Modifiers, qualifiers, and formulas

Pricing Agreements


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• Personalization and One-to-One Marketing

Rules-based interface and engine

User profiling and personalization

Campaigns and offers across all touch points and channels

Item, Order, and Volume discounts

• Merchandising

User-defined relationships between products

Product affinity based delivery of products, offers, ads, content

Cross-sells, Up-sells, and Substitutions


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• Globalization Support

Multi-lingual, Multi-Org, Multi-Store, Multi-Currency

Global tax calculation

Localized messages and alerts

Restrict Bill-to/Ship-to countries

• Inventory Checks

Real-time Available to Promise (ATP) checks across multiple Orgs

Real-time inventory Reservations

Display Substitute Products if unavailable


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• Order Processing and Shipping

Instant order capture in backend ERP system

Address validation

Different ship-to/bill-to customer, contact, and address

Tax Exemption

Supports variety of shipping methods

Split shipment by line item¸ Requested delivery date


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• Post Sales Service

Order Tracker

Order and shipping notifications

Shipment status, invoices, and payment information available across organizations

• Account Management

Self-service B2B user account management

Multiple roles and permissions

Detailed contact information

Address book, Payment book, User preferences

Access restrictions to specialty stores


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• Automated Notifications

Order placement/cancellation

Registration Confirmation

Sales Assistance Requests

• Reporting

Number of orders placed for a given duration

Top customers

Top selling products

• 360 Degree Customer View

Unified customer model across all sales channels (Web, Call Center, Direct Sales Force, Resellers)


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• Complete Payment Processing

Support for credit cards, purchase orders, invoicing

Online and offline authorizations

Leverages Oracle E-Business Suite payment engine (iPayment)

• Security

Application-level security through roles and permissions

Out-of-the-box integration with other E-Business Suite applications for complete customer tracking, order capture, order management, and streamlined order fulfillment


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Oracle iStore-User Registration

Unregistered Users (Guest) can browse the web but cannot place order. User Can register with ‘Register’ Link.Registered user can login using ‘Login’ Link

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User Registration

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User Registration-Register As Individual

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User is registered on the basis of ‘Approval’ setup. User is logged in

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Account is created automatically on the basis of setup done.

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User Registration For Already Existing Organization

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User Created in Sys Admin which needs a Approval

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New User can register Or existing user can login during check out process also.

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Oracle iStore-Placing Order through iStore

Browse/Search to the required Item.User can view detail of item by clicking the item link. Click on Add to Cart

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Continue Shopping (Add another Items in Cart) Save Cart For Later Use Check Out for placing order

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While Checking Out system will prompt User Name and password.

New users can register using ‘New User Registration’ link

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Login with existing user id -upmanyu

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System Prompts for Shipping Information. If Address already registered, system gives option for selecting existing address or add new address

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System Prompts for Terms & Conditions

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Review Order and Place OrderShip To and Bill To can be changed by Clicking on Change Button

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Order Confirmation –Order No 16451

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Details of Order through Order ManagementQuery Order with Order Source as ‘iStore Account’

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Entered/Booked Order Created in Order Management on the basis of setupOrder Header Details

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Entered/Booked Order Created in Order Management on the basis of setupOrder Line Details

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Oracle iStore-Tracking Placed Order Through iStore

User can track placed order through Order tab of iStore

User can view shipment status using ‘Shipment Details’ link

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Shipment Details – Before Order is released

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Shipment Details – After Order is released but not shipped

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Shipment Details – After Order is Ship Confirmed

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What is iStore –Implementation Point of View

• Oracle iStore consists of two distinct but integrated user interfaces viz. Administrative Application and Customer Application

• Administrative Application is used for :• Create Unlimited Number of Sites• Setup Pricelists, Shipping Methods etc.• Build Product Catalog using Oracle Inventory• Change site look and Feel by selecting different Section

Templates and Product Display Templates• View and Configure Workflow notifications• View Business and Operational Reports

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What is iStore ? Contd..

• Customer Application is full web based Shopping Application. It has various features viz.• Online shopping and orders processed into Oracle

Order Management• Saves and Share Carts, Quotes etc• Track Orders• Cancel Orders• Submit Return Orders• Store and access user addresses and credit card

data

• Order iStore is an integrated part of E-Business Suite

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What is iStore ? Contd..

• Oracle iStore Include following components• Business Objects- The schema for storing customer orders,

product catalog and presentation element (IBE & ASO Database Schema)

• Runtime Services & APIs- These include PLSQL and Java based APIs which manipulate the Business Objects (Data)

• Configurable Customer Application Templates- All customer application menus and pages are customizable using logical template names

• Processing and Routing Templates- In combination with display templates, these templates contain logic and appropriate business flows

• Oracle BLAF (Browse Look And Feel) compliant user interface for Administrative and customer application

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Mandatory Modules for iStore

• Oracle Receivables• Customer Information• Calculate Taxes• Generates Invoices

• Oracle General Ledger• Provides Business Unit Information to iStore• Tasks include setting up of Chart of Account , Calendar,

Currencies and Business Unit

• Oracle Human Resources• Stores information related to organization• Tasks include setting up of Business Group, Locations, Legal

Entities, Operating Unit, Employees, Bill-To and Ship-To Countries

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Mandatory Modules for iStore

• Oracle Inventory• Stores all products (also called as items in inventory

terminology)

• Oracle Order Management• iStore uses OM to track and process customer orders

and shipping details. iStore uses Order Capture APIs and Schema to communicate with OM

• Tasks include setting of System Parameters, Transaction Types, Workflows, Order Number sequence, defaulting rules, flag shipping methods as web enables, payment types

• Oracle CRM Technology FoundationThis must be implemented in order for iStore to work

properly

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Important Responsibilities

• Following responsibilities are needed to implement Oracle iStore• iStore Administrator

• Setup content, section, site, templates etc• iStore Concurrent Program Administrator

• Execute concurrent programs for data refresh• IBE_CUSTOMER

• Place orders using iStore site• CRM HTML Administrator (with all available ROLES)

• Setup business users and associate them to appropriate receivables account

• Create Roles• Application Developer

• Setup message codes and message text• Application Developer Common Modules (AK_DEVELOPER)

• Setup regions, region items/attributes used for Post Sales (Order Tracking)

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Important Profile Options-I

Profile Option Name Value

IBE:Category Set Valid Value from LOV

IBE:Item Master Organization Valid Value from LOV

MO:Operating unit Valid Value from LOV

IBE:Price Event For Shopping Cart Batch Processing

IBE:Create Order In Entered State if It has errors while Booking Yes

IBE:Shopping Event Before Shopping Cart Enter Order Line

IBE:Default Payment Term Valid Value from LOV

JTF_PROFILE_DEFAULT_APPLICATION 671

JTF_PROFILE_DEFAULT_CSS jtfucss.css

JTF_PROFILE_DEFAULT_CURRENCY USD

JTF_PROFILE_DEFAULT_RESPONSIBILITY21819 (iStore Admin at Application Level)

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Important Profile Options-II

Profile Option Name Value

ASO:Automatic Numbering Yes

ASO:Credit Card Authorzation Yes (if CC Allowed)

ASO:Default Quote Status Store Draft

ASO:Default Order State Booked

ASO:Default Order Type Mixed

ASO:Default Sales Rep No sales credit

ASO:Enable TCA Changes Yes

ASO:OM DefaultingYes or No (based on OM Defaulting Rules)

HZ:Generate Party Number Yes (ApplicationLevel)

HZ:Generate Party Site Number Yes (ApplicationLevel)

Sequential Numbering Yes (Site Level)

QP:Item Validation Organization Valid Master Org

ASO : ATP Default Customer Valid Customer

IBE: Retrieve Price When Displaying Items Yes

IBE: Use Price list associated with Specialty Site Yes

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iStore Setup- Concurrent Programs

• Login as iStore Concurrent Program Manager

• Execute Following Concurrent Programs• iStore Search Insert (To Populate iStore Item Search Table)-

Generally executed only once or for complete refresh• iStore Section Search Refresh (Can be executed multiple

times)• Product Autoplacement

• Bounce the Web Server -Web Server needs to be bounced after following events• Setting up defaulting rules in order management• Modifying text messages in oracle forms• Modifying lookups in oracle forms• Running Oracle Pricing Concurrent Programs, Building

sourcing rules• Adding new items to inventory as well as attribute changes• Setting Site level profile options

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iStore Setup- Bouncing Web server (Apache)

• Bounce the Web Server -Web Server needs to be bounced after following events• Setting up defaulting rules in order management• Modifying text messages in oracle forms• Modifying lookups in oracle forms• Running Oracle Pricing Concurrent Programs, Building

sourcing rules• Adding new items to inventory as well as attribute changes• Setting Site level profile options• Setting up discoverer reports• Applying Patches

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Customer Application Display Components

• iStore utilizes JSPs (java server pages) along with APIs to retrieve dynamic data along with static HTML data

• iStore uses templates and other components to present customer application viz.• Display Templates• Section and Product Hierarchy• Content – images and HTML content

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iStore Setup- Catalog Creation

• Login as iStore Administrator using regular oracle applications link

• Navigate to Catalog Tab to see Hierarchy

• Click Section image in Accessories Section which is root section. This will create a new section and open up a page to set the various properties.

• Select Accessories as parent section and mark the Status as Published

• Update other fields viz. Section name, Section Code, Description etc.

• Keep Featured Section as De-Selected

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iStore Admin-Navigation

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iStore Admin-Navigation

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iStore –Site Creation

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iStore Setup- Catalog Creation

• Mandatory Product Attributes setup in Oracle inventory• Web Status Flag – Published• Orderable on web – Yes• OE Translatable – Yes• Customer Order Enabled- Yes

• Mandatory setup in OM/Pricing• All iStore products should be present in pricelist used while

iStore Site Creation setup• Order Management Workflow should be assigned to the

order type used in iStore (order type profile option)• ASO: Additional Information Descriptive flex field should be

setup (Header Level DFF and Line Level DFF )

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iStore Setup- Catalog Creation Contd..

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Media Objects

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Customizing iStore• Oracle iStore is a based on Java Server Pages Technology• Oracle iStore consists of hundreds of JSPs which can be configured using

Template Manager user interface. Each JSP is attached to a template name/code

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Customizing iStore … Contd..

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iStore Customizations- Tips

• If User Interface requirements are not fulfilled by seeded templates the JSP customizations will be required.

• The new JSPs will be created based on seeded JSPs which will be attached to seeded Display Templates using Template Manager screen of iStore Administrative site

• To reflect any changes in JSPs, Item Attributes, Prices etc. Web server will have to be bounced.

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iStore Customizations -Tips

• To view source code of class files used in JSPs developer needs to have following tools• Java Decompilers e.g.

• DJ Java Decompiler 3.9• Jcavaj (Java Decompiler with look and feel of directory

structure)• JSP editor like JDeveloper or even text editor editplus is

sufficient

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iStore Customizations - Tips

• To get information about JSP is getting displayed (which is not necessarily same as jsp name in URL) while using iStore site, use following steps• Copy the hard coded texts from JSP page e.g. field label etc.• Login to Oracle Applications as Application Developer and

navigate to message maintenance screen• All hard codes labels/texts in iStore are store as Messages

in Database with message code starting from IBE%• Get the appropriate message code by querying messages

screen• Login to UNIX and change directory to $COMMON_TOP/html• Use grep command to file given message code in iStore

JSPs e.g.• grep -l “IBE_YOUR_PRICE_COL” ibe*.jsp• This will give list of all JSPs using message code

IBE_YOUR_PRICE_COL

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iStore Customizations - Tips

• Important Tables/Views in iStore

Table/View Name Purpose

IBE_DSP_ATTACHMENTS_V Stores JSP names attached to various templates

IBE_CT_IMEDIA_SEARCH Product Search

IBE_SECTION_SEARCH iStore Section information

IBE_DSP_SECTION_ITEMS Sections and Associated Items

IBE_MSITE_INFORMATION iStore Site Information

ASO_QUOTE_HEADERS_ALL iStore Order Header

ASO_QUOTE_LINES_ALL iStore Order Lines

ASO_SHIPMENTS iStore Order Shipment information

FND_NEW_MESSAGES All iStore hardcode messages

Thanks

functional i store overview knoworacle

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