© 2002-4, FMT Systems Inc. All rights reserved. 1

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©2003, FMT Systems Inc. All rights reserved.

Integrating people, processes, and technology!TM

Oracle’s Trading Community Architecture

Understanding Parties, Party Relationships, Party Sites, and Accounts

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Integrating people, processes, and technology!TM

©2004, FMT Systems Inc. All rights reserved.

Introduction

Faun deHenry� President and CEO of FMT Systems Inc.� Work during last 20 years involved founding and operating

regional consulting organizations� Officer in Business Intelligence/Data Warehouse Special

Interest Group� Recognized speaker and trainer on topics including Managing

and Sustaining Virtual Teams, Best Practices for Virtual Organizations, Oracle’s e-Business Suite, and business intelligence

Direct: 510.628.0376e-mail: faun@fmtsystems.comWeb: http://www.fmtsystems.com

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© 2002-4, FMT Systems Inc. All rights reserved. 2

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Integrating people, processes, and technology!TM

©2004, FMT Systems Inc. All rights reserved.

Agenda

� Introduction� Learning objectives� Trading Community Architecture

� Relationship to Oracle eBusiness Suite� Data model components� Parties� Party relationships

� Trading Community Manager Responsibility� Relationship Manager� Customers – entry and maintenance� Party Merge

� Summary� Questions and answers

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Integrating people, processes, and technology!TM

©2004, FMT Systems Inc. All rights reserved.

Learning Objectives

At the conclusion of this presentation, you should be able to:� Describe a party, party information, and party

relationships� Explain the difference between party attributes

and customer attributes� Discuss how the Trading Community Manager

responsibility is used� Explain the reasons for merging parties

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Integrating people, processes, and technology!TM

©2004, FMT Systems Inc. All rights reserved.

ServiceHuman Resources

ContractsOrder Fulfillment

SalesSupply Chain

MarketingManufacturing

eCommerceFinancials

Trading Community Architecture

9i, iAS, Common Infrastructure and Services

Common Application Architecture

Collaboration

Business Intelligence

TCA

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Integrating people, processes, and technology!TM

©2004, FMT Systems Inc. All rights reserved.

TCA Data Model Components

Party: Represents any entity that can enter into business relationships with your organization —Organization, Person, or Group

Party Relationship:

a binary relationship between two parties such as a partnership. For example, Rebecca Morgan is a specific person party and Acme Inc. is an organization party. Rebecca Morgan at Acme Inc. is also treated as a party with the type relationship.

Location: A street address

Party Site: Associates a party with a location, indicating that party's usage of the location

Contact: A person related to an organization, this can be a relationship between an organization and a person as well as between two people.

Contact Point: Your avenue of contacting a party, i.e., a phone number, e-mail address, or fax number.

Customer Account:

Represents a customer relationship between your organization and a party.

Customer Account Site:

A party site that you use in relation to a customer account, i.e., a bill-to or ship-to address

Customer Account Contacts:

A party contact that is used as a means of contacting the customer regarding his/her account

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Integrating people, processes, and technology!TM

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Party

Person

Organization

Group

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Integrating people, processes, and technology!TM

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Party Information

AcmeInc.

Party attributes include� Name� Street address� DUNS number� External credit rating

Still existsindependently

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Integrating people, processes, and technology!TM

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Customer Information and Relationship

AcmeInc.

Party attributes include� Name� Street address� DUNS number� External credit rating

Still existsindependently

Description of yourorganization’s sellingrelationship with Acme Inc. (account)

Account attributes include� Payment terms� Shipping preferences� Billing preferences� Internal credit rating� Credit limit

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Integrating people, processes, and technology!TM

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Party Relationship Categories

� Business relationships� Personal relationships � Organization to organization relationships� Person to organization relationships

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Integrating people, processes, and technology!TM

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Business Relationships

AcmeSan

Diego

Party

PartyParty

BusinessRelationship

Hierarchical Hierarchical

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Integrating people, processes, and technology!TM

©2004, FMT Systems Inc. All rights reserved.

Organization Relationships

Acme Inc.Zurich

AcmeSan

Diego

Party

PartyParent

Organization

SubsidiaryOrganization

Doerr Inc.London

Party

CompetitorOrganization

Competitive

RelationshipRelationship

Hierarchical Circular

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Integrating people, processes, and technology!TM

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Person to Organization

AcmeSan

Diego

Party

Relationship

Relationship

Relationship

Relationship

Party

Party

Party

Party

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Integrating people, processes, and technology!TM

©2004, FMT Systems Inc. All rights reserved.

Sample Scenario

Your sales team returns from a trade show after having identified a prospect Acme Inc. This company has its corporate headquarters in New York with additional offices in Dallas and San Francisco. Your company has sales territories for the Northeast, the Southeast, the Midwest, and the West Coast.

How many parties would you create for this prospect?

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Integrating people, processes, and technology!TM

©2004, FMT Systems Inc. All rights reserved.

Sample Scenario

[Use this slide to describe how you would model the prospect.]

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Integrating people, processes, and technology!TM

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Sample Scenario

[Use this slide to describe how you would model the prospect.]

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Integrating people, processes, and technology!TM

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Managing Relationships (process)

Search forParty

Select Partyto View

ViewHierarchy

View PartyInformation? View

Relationships

Yes

No

Changes?

Changes?

Updaterelationshipsby moving

parties

Yes

EditRelationships

Yes

Process endNo

No

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Integrating people, processes, and technology!TM

©2004, FMT Systems Inc. All rights reserved.

Trading Community Manager Responsibility

� Relationship Manager� Customers — entry and maintenance� Party Merge

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Integrating people, processes, and technology!TM

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Trading Community Manager Responsibility

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©2004, FMT Systems Inc. All rights reserved.

TCM — Party Relationship Search

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TCM — Party Relationship Search

Click

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TCM — View Relationships

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TCM — View Relationships

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Integrating people, processes, and technology!TM

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Customer — Entry and Maintenance

� Enter new customers� Manage your customer relationship and

information� Party relationships� Third party data (D&B)

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Integrating people, processes, and technology!TM

©2004, FMT Systems Inc. All rights reserved.

TCM — Customer Entry and Maintenance

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Integrating people, processes, and technology!TM

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TCM — Customer Entry and Maintenance

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Integrating people, processes, and technology!TM

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TCM — Customer Entry

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TCM — Customer Entry

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Integrating people, processes, and technology!TM

©2004, FMT Systems Inc. All rights reserved.

TCM — Customer Entry

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Integrating people, processes, and technology!TM

©2004, FMT Systems Inc. All rights reserved.

TCM — Customer Entry

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Integrating people, processes, and technology!TM

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TCM — Customer Entry

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Integrating people, processes, and technology!TM

©2004, FMT Systems Inc. All rights reserved.

TCM — Customer Entry

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Integrating people, processes, and technology!TM

©2004, FMT Systems Inc. All rights reserved.

Party Merge

� Consolidate duplicate parties or party sites, i.e., merge Acme Corporation into Acme Corp.

� Merge an acquired party into the acquiring party, i.e., merge Looney Tunes Network into Acme Corp.

� Combine duplicate party sites for a party.

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Integrating people, processes, and technology!TM

©2004, FMT Systems Inc. All rights reserved.

Party Merge — Merge Batch

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©2004, FMT Systems Inc. All rights reserved.

Party Merge — Merge Batch

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Integrating people, processes, and technology!TM

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Party Merge — Preview Report

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Integrating people, processes, and technology!TM

©2004, FMT Systems Inc. All rights reserved.

Summary

During this presentation, we have:� Described a party, party information, and party

relationships� Explained the difference between party attributes

and customer attributes� Discussed how the Trading Community Manager

responsibility is used� Explained the reasons for merging parties

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Integrating people, processes, and technology!TM

©2004, FMT Systems Inc. All rights reserved.

Questions and Answers

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© 2002-4, FMT Systems Inc. All rights reserved. 20

Slide 39

©2003, FMT Systems Inc. All rights reserved.

Integrating people, processes, and technology!TM

Oracle’s Trading Community Architecture

Understanding Parties, Party Relationships, Party Sites, and Accounts

faun@fmtsystems.com510.628.0374