Customizing Your 11i Order Cycles Using Workflow

1
Customizing Your 11i Order Cycles Using Workflow

• Robert J. Rentz
• General Manager
• NCOAUG Training Day
• August 27th, 2001

2
Purpose

• To help new Order Management Users understand
  how to make customizations to the generic Oracle
  Order Management Workflows, and to discuss some
  of the issues with regards to these
  customizations.

3
Agenda

• Overall Architecture
• How Workflows are linked to OM transactions
• Review of generic OM Header and OM Line workflows
• Creating new functions and modifying generic
  workflows
• What to watch out for
• Conclusion

4
Overall Architecture
Header Level Workflows (OEOH)
Header Level
Oe_order_ transaction_ types
Line Level Workflows (OEOL)
Line Level
5
Transaction Type ScreenHeader
6
Transaction Type ScreenLine
7
Order Management Workflows

• OM Order Header
• Item Type OEOH
• Item Key OE_ORDER_HEADERS.HEADER_ID
• OM Order Line
• Item TypeOEOL
• Item KeyOE_ORDER_LINES.LINE_ID

8
How Workflows are Linked to OM Transactions

• Order Level Transactions
• Default Workflow
• Line Level Transactions
• Default Workflow
• Any number can be assigned to a header
• Each line level is assigned a workflow

9
Assign Workflow Screen
10
Review of Generic Workflows
11
Review of Generic Workflows
12
Creating New Functions

• Using Workflow Builder 2.5
• Create new function
• Assign result types if needed
• Add to workflow
• Link result outputs to subsequent steps

13
Creating New Functions

• In PL/SQL
• Create the procedure for the WF function
• Use the Workflow Template
• Insure all result and completion codes are
  covered in the code
• In Workflow Processes
• Verify results
• Debug errors

14
PL/SQL Example
15
WF Processes Example
16
What to Watch Out For

• Workflows are far more detailed than Order Cycles
• Pick Release and Ship Confirm are both contained
  in Ship Line
• WF Processes refer to generic activities by
  literal name
• Defer and Block activities can halt a WF
• Deferred or Blocked activities must be in a
  notified status to get passed them

17
What to Watch Out For

• Line flows operate on an individual line
• Line Flows process line by line
• Generic Header flows will not close the order
  until the last day of the month
• SHIP_LINE function controls Pick Release and
  subsequent Shipping Interface functions
• Notification Approver is SYSADMIN by default

18
Conclusion

• Learn the Architecture for OM Transactions
• Transactions are linked to Orders
• Workflows are linked to Transactions
• Customizations can be very tricky
• Knowledge of Workflow Builder 2.5 is essential
• Knowledge of WF PL/SQL templates is essential
• Enjoy the increased flexibility!

19
Customizing Your 11i Order Cycles Using Workflow

• Robert J. Rentz
• [phone]
• Rrentz_at_orionconsulting.com