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Slide 3 - Oracle Order Management Cloud

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Hello, my name is Pradipta. Welcome to training for Oracle Pricing Cloud Enhancements in Oracle Order Management Cloud.

In this session, we talk about Mass Import of Discount Lists in Oracle Pricing Cloud.

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Slide 4 - Agenda

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For the enhancements covered in this training, we’ll give an overview, followed by more detail to explain how you can use them, and what business value they bring. Then, we’ll walk you through a demonstration. Next, we’ll explain what you need to consider before enabling these features in your business, and what you need to know to set them up.

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Slide 5 - Enhancements Overview

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As a pricing administrator, you would want to load the pricing data, such as discounts against products and services, in an accurate and efficient manner. For this update, we are introducing mass import of discount lists using the file based data import process. It is a 2 step process. In the first step, the data is uploaded into the interface tables using a spreadsheet template in a pre-defined format. In the second, the interface data is validated and then imported into the base tables. For the current update, we are supporting create for simple and attribute rules (using matrix).

The mass import process provides a high performant and stable process to migrate discount data from legacy applications into Pricing Cloud.

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Slide 6 - Mass Import of Discount Lists

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Some of the basic capabilities that we are introducing as part of this feature is the ability to import the different discount list entities like headers, access sets, items, simple and matrix or attribute rules along with flexfields. This process will support both create and append cases at all levels. With this, the user can create new items for existing discount list headers, new rules to existing items, and similar scenarios. With this update, we will be introducing the concept of a pricing batch for the import process. A pricing batch is a holding entity for the entire data set that you want to import. Using this batch, you can import data across multiple discount lists. Also, the batch can be re-used again. Finally, the import process provides details related to monitoring and error reporting.

Using the output files and error logs, you can see information such as number of records imported, records in error along with the explanation and the guidance for next steps. The new import process comes with process monitoring capabilities which gives an indication of how many records have been processed at any given point of time.

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Slide 7 - Mass Import of Discount Lists

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Let me take you through some of the steps which you need to follow to import the data. The first step is to prepare the data and enter that in the Excel template. You can copy and paste the data into the template from a source file. Once the data has been entered, you need to generate a CSV file by clicking on the “Generate CSV” button in the Instruction sheet of the template. The next step is to get into the application and upload the CSV file into the UCM server. Once done, you need to run two schedule jobs – Load Interface File for Import (this takes the data from csv file to the interface tables); and Import Discount Lists (this validates the interface data and imports into the base tables). These jobs can be scheduled to run at any predefined point in time.

Now, you can check the output files and the error logs to check the details of the records – imported vs. error. You can also verify the data using other channels – UI, REST, ADFdi or any other query. For records in error, you need to identify them from the output files, correct them by preparing a fresh file (you may use the same batch name) and run the complete process again.

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Slide 8 - Mass Import of Discount Lists

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The fundamental business value that this import process brings to the table is performance. Using bulk processing, we have been able to bring down the time taken to process the interface records thereby reducing the total time taken for the overall process. This import process comes with an improved spreadsheet template and the concept of a pricing batch. It will considerably improve the user experience by reducing the number of clicks and the batch re-usability.

The new import process comes with process monitoring capabilities which gives an indication of how many records have been processed. The import jobs have an output file which gives the complete details of the data set by entities and the details of the error (if any). The file based data import for discounts lists provides an efficient way of converting data from legacy applications and also complements the other channels with which you can manage the discount data – the user interface (UI), ADFdi spreadsheets and the REST APIs.

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Slide 9 - Additional Information

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The following information should be understood before you can start using the import process. First, it is important to note that the spreadsheet template is an Excel workbook for entering the discount data. You will find the following sheets representing the interface tables – Headers, Access Sets, Items, Terms, Matrix Dimensions and Matrix Rules. You will also see an Instructions sheet with some basic information and the CSV file generation button.

Second, you will see a column called Batch Name in the Headers interface sheet. You will need to enter a name of your choice (alpha-numeric) and it becomes a unique identifier for the entire data set you want to import. Do remember that you will have to select this Batch Name while running the ‘Import Discount Lists’ job.

Next, you will find the column Operation Code on each and every sheet in the template. For creating that entity, use the code as ‘CREATE’. For linking to a child entity, use the code as ‘NO-OP’. For example, if you need to append new items to an existing header, use NO-OP operation code at the header and CREATE for the item.

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Slide 10 - Additional Information

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Next, please take a look at the examples provided in the spreadsheet on how to enter the different types of discount data. For example, if you need to create simple rules, you need to enter data in the Terms sheet. Similarly, to create an attribute rule, you need to enter data in Terms, Matrix Dimensions and Matrix Rules sheets. You will see an output file for the child jobs and the parent job. It will list the number of records processed by entity against the 4 interface statuses – Imported, Error, Validated and New. In case of records in error, you will see a corresponding message with the details.

Finally, you should note that there is no support for time zone and multi language in this current release for this process. The value of time will be imported in UTC or the Server time zone. Also, the default language would be English for translation enabled columns.

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Slide 71 - Summary of Enhancement Capabilities

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Today, we talked about the Mass Import of Discount Lists feature. Using this feature, we can now import discount lists using the file based data import process. It helps us create simple and attribute discount rules. Using bulk processing, we have delivered a high performant and an overall stables process.

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Slide 72 - Implementation Advice

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In this implementation advice section, we will go through what you need to consider before enabling these features in your business, and what you need to know to set them up.

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Slide 73 - Feature Impact Guidelines

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This table depicts key update information for the features covered in this training. The feature ‘Mass Import of Discount Lists’ covered in this training is delivered ready to use. Also, it can be accessed through existing shipped job roles.

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Slide 74 - Features Delivered Ready to Use Impact Analysis

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This table details the impact to your current business flows of features in this training that are delivered ready to use by your end-users. The feature Mass Import of Discount Lists is a new, Oracle delivered process that can be used to enhance your existing business processes.

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Slide 75 - Job Roles

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This table details the shipped job roles that will access the new capabilities covered in this training. The shipped job roles are Pricing Administrator, Pricing Manager and Pricing Analyst.

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Slide 76 - Business Process Information

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The business processes associated with the new capabilities covered in this training are detailed here. The high-level business process is Plan Pricing.

This feature belongs to the Activity of Pricing Administration which takes into the account the management of pricing setup data like prices, discounts, adjustments, etc. for goods and services. The task pertaining to this feature is Manage Discount Lists.

This concludes this presentation. Thank you for listening. You can easily pause and rewind if you require additional time to take in the detail.

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