Functional i store overview knoworacle

2
• Oracle iStore – An Overview
• Key Features of Oracle iStore
• Demonstration-Order Creation and Tracking Order
• Summary
Agenda

3
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 ?
4
“Oracle iStore is web based application which lets business establish
flexible, robust internet store front.”

5
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
6
Manufacturing Plant
OEM /
Distributors
Retail
Customers

7
• 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

8
• 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

9
• 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

10
• 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

11
• 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

12
• 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

13
• 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

14
• 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)

15
• 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

16
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

17
User Registration

18
User Registration-Register As Individual

19
User is registered on the basis of ‘Approval’ setup. User is logged in

20
Account is created automatically on the basis of setup done.

21
User Registration For Already Existing Organization

22

23

24
User Created in Sys Admin which needs a Approval

25
New User can register Or existing user can login during check out
process also.

26
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

27
 Continue Shopping (Add another Items in Cart)
 Save Cart For Later Use
 Check Out for placing order

28
 While Checking Out system will prompt User Name and
password.
 New users can register using ‘New User Registration’ link

29
 Login with existing user id -upmanyu

30
System Prompts for Shipping Information. If Address
already registered, system gives option for selecting
existing address or add new address

31
System Prompts for Terms & Conditions

32
Review Order and Place Order
Ship To and Bill To can be changed by Clicking on Change Button

33
Order Confirmation –Order No 16451

34
Details of Order through Order Management
Query Order with Order Source as ‘iStore Account’

35
Entered/Booked Order Created in Order Management on
the basis of setup
Order Header Details

36
Entered/Booked Order Created in Order Management on
the basis of setup
Order Line Details

37
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

38
Shipment Details – Before Order is released

39
Shipment Details – After Order is released but not shipped

40
Shipment Details – After Order is Ship Confirmed

41
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

42
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

43
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

44
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

45
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 Foundation
This must be implemented in order for iStore to work
properly

46
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)

47
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_RESPONSIBILITY
21819 (iStore Admin at
Application Level)

48
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 Defaulting
Yes 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

49
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

50
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

51
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

52
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

56
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 )

57
iStore Setup- Catalog Creation Contd..

60
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

61
Customizing iStore … Contd..

62
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.

63
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

64
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

65
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

Functional i store overview knoworacle

More Related Content

What's hot (20)

Viewers also liked (17)

Similar to Functional i store overview knoworacle (20)

Recently uploaded (20)

Functional i store overview knoworacle