oracle r12 tca - by dinesh kumar s

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1 Preface In this book I have given basic of TCA Architecture with technical details. Author: Dinesh Kumar S Email: [email protected] Oracle TCA (Trading Community Architecture)

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Oracle R12 TCA (Trading Community Architecture) - by Dinesh Kumar SIn this material i have explained basics of TCA with technical details.

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  • 1

    Preface In this book I have given basic of TCA Architecture with technical details.

    Author: Dinesh Kumar S Email: [email protected]

    Oracle TCA (Trading Community Architecture)

  • 2

    About TCA TCA Key Entities TCA Logical Data Model TCA in R12 EBS Modules uses TCA TCA Model Table

    Information TCA API Information

    Contents

  • 3

    What is Trading Community? Trading Community = Par8cipants in community + Rela3onship b/w par3cipants In other words, It refers to group of en33es taking part in e-Commerce.

    Competitor of Partner of

    Employee of Supplier of

    About TCA

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    Trading Community:

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    What is TCA? It refers to a data model, not a module. Provides a single, universal deni8on of trading partners across applica8ons and job

    func8on. It is a way to understand who our trading partners interact with inside and outside the

    enterprise.

    TCA Data Model HZ Schema

    TCA Enabling Infrastructure Common Party UI, DQM, D&B Integra3on, APIs

    SCM Service Marke3ng Financials HR

    Oracle E-Business Suite Application Families*

    Create a central repository for the en8re E-Business Suite to store informa8on rela8ng to all members of a trading community versus separate tables for each member

    o Prospects, Customers, Contacts, Employees, Partners, Distributors, Suppliers, Banks, etc.

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    Is TCA new to R12 (or) already exists in Oracle 11i? No, TCA already part of Oracle 11i. TCA is a structure which was based out of R11 Customer Model designed to support

    complex trading rela8onships. To support both B2B and B2C business models.

    11i TCA already equipped to handle the following en88es Customer Employee Student

    Whats New in R12? Addi8onally 3 new trading en88es been introduced into TCA, Suppliers Bank & Bank Branches Legal En3ty

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    Prior to TCA : There were mul8ple deni8ons of Trading En88es across the EBS, ie: Customers,

    Suppliers and Employees. In some cases, the same data had to be held in several dierent modules;

    o Human Resource (HR) employees who were paid through Payables (AP) had to be created again as suppliers in AP;

    o bank details were held in HR, AP and CM (Cash Management).

    All these deni8ons where independent of each other and there were no links between them. For example, separate payments had to be made from each module, so you could not see a balance of a single bank account of an en8ty. Therefore it was impossible to have a view of the full picture and it was tough to understand the rela8onships between en88es.

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    TCA Key En33es

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    TCA Structure with Selling Rela3onship En3ty Model

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    An individual en3ty in Trading Community Architecture. It can be a separate individual en8ty or have some rela8onship with other en88es. It can be an, Organiza8on Person Rela8onships Groups

    For example,

    Employee of John

    This rela8onship is called Party.

    What is Par3es?

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    Its a Binary rela3onships between two or more en88es.

    Rela8onships like Inter/Intra Company, Non-Business etc.

    Both Seeded & User Dened Rela8on Types are available.

    Rela8onship itself stored as party.

    John

    Employee of

    Employer of

    John Smith is employee of CTS. CTS is employer of John Smith. John Smith is contact of CTS OSP.

    What is Party Rela3onships?

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    Loca3on: A geographical Loca8on (or) a physical place usually with address. No duplica8on of address Each Loca8on have its Uses i.e. it can be Bill-to, Ship-To, Receiving Site. Party Sites: Links a party with a loca8on and describes the usage of the loca8on. Par8es may be associated to one or more Loca8ons and any one loca8on may have one or more uses.

    What is Loca3on?

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    Represents a selling Rela8onship.

    Exists only when selling rela8onship exists.

    Each Unique business rela3onship is Account.

    An account cannot be created without a party.

    An account site is a party site that is used in the context of a customer account for specic purpose. An account can have mul8ple account sites.

    A customer address is an account site that is used for billing, shipping, or other purposes.

    An account rela/onship is established between dierent accounts of a party to allow sharing of billing, shipping, and pricing informa8on.

    John Account of

    For example, Savings account of John with American Bank. Investment/Demat account of John with American account.

    What is Accounts?

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    Contact is a person who communicates for or acts on behalf of a party or customer account. Contact points: Means of contact, for example, phone and e-mail address. This can be applied to: A Party (person, organiza8on, group or rela8onship) A Party at a Site or Loca8on An en8ty may have one or more Contact Points.

    What is Contact?

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    Party Vs. Account

    Within TCA model, the concept of customer is divided into two layers, 1. Party Layer 2. Account Layer

    Party Layer

    Account Layer

    CRM Appli

    ca8on

    Refers

    Exists independent of any selling or buying rela8onship.

    Exists in context of Party and only when selling rela8onship exits.

    Customer

  • 17

    TCA Logical Data Diagram

  • 18

    Logical Model Diagram - Par3es

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    Logical Model Diagram Party Type (Vs.) Person

    Note** All above tables have rela3onship with hz_par3es

  • 20

    Logical Model Diagram Party (Vs.) Organiza3on

  • 21

    Logical Model Diagram Customer Accounts

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    TCA in R12

    Following are the selected three en88es involved in the R12 Trading Community Architecture, Bank and Branch Suppliers Legal En88es

  • 25

    Bank & Bank Branches

    Bank

    Bank Branch Bank Account

    Trading Community Architecture (TCA) Cash Management

    Treasury

    Payables

    Receivables

    Payroll

    Central place to define internal bank accounts o Keep track of all bank

    accounts in one place.

    In Release 12, bank accounts can be assigned at the following four levels: 1. Supplier 2. Site 3. Address 4. Address-Opera8ng Unit

  • 26

    Oracle 11i Oracle R12

    Banks/Branches dened in AP

    Bank accounts oken replicated in mul8ple OUs Before

    Suppliers, Banks and Branches are dened as Par3es in TCA.

    Supplier (partys) payment informa8on and all payment instruments (Bank Accounts, Credit Cards) moved into Oracle Payments.

    Internal Bank Account in Cash Management which is owned by a Legal En8ty. Here the Opera8ng units have granted usage rights.

    In Release 12 provides a centralized repository for suppliers and customers bank account and credit card informa8on. All data is stored in one, secure place, providing shared service centers and collec8on departments consistent informa8on that they need.

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    Bank Account Model: Benets Reduce number of access points to manage bank accounts Improve visibility and control of bank accounts Simplify bank reconcilia8on Increase percentage of automa8cally reconciled transac8ons For example,

    OU A

    OU B

    OU C

    Bank Single Payment Instruc3on

    Invoices

    Payments

  • 28

    Supplier Representa3on

    The Supplier, Sites/Loca8ons, and their Contact informa8on is migrated to TCA.

    Suppliers Supplier Account for a Party in TCA. Supplier Sites The supplier sites table will store the Site account amributes per Opera8ng Unit, which will default into transac8ons. Going forward, supplier site crea8on will involve either selec8ng an exis8ng loca8on for the supplier or crea8ng a new loca8on in HZ_LOCATIONS. The user will then have to select the Opera8ng Unit based on the security prole, and enter the site amributes as they are entered today.

    Contacts Contacts are modeled as a child en8ty to Supplier Sites in Release 12. . Each contact (person) is represented as a Party rst. A rela3onship is then created between the person party and the organiza8on party (customer, supplier, etc). This rela8onship itself is reected as a party record in TCA. The contact informa8on can be dened for a Party, Party Site, and Party Rela8onship in TCA.

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    As part of the TCA migra8on 3 new tables are introduced:

    o AP_SUPPLIERS: It represents Supplier account and will carry all Supplier level prole informa8on that will default to the transac8ons.

    o AP_SUPPLIER_SITES_ALL : It represents the supplier site account informa8on in the context of an opera8ng unit.

    o AP_SUPPLIER_CONTACTS: support backwards compa8bility, so that impacted products (such as Purchasing ) do not have to upgrade transac8on data that carries the reference to vendor contact IDs.

    Note: The exis8ng Suppliers tables PO_VENDORS, PO_VENDOR_SITES_ALL, and PO_VENDOR_CONTACTS are obsoleted and renamed as PO_VENDORS_OBS, PO_VENDOR_SITES_OBS, and PO_VENDOR_CONTACTS_OBS.

  • 31

    Oracle 11i Oracle R12

    Suppliers dened in AP.

    Supplier contacts replicated for each supplier site.

    Supplier becomes as TCA Party.

    Suppliers Sites as TCA Party Site for each dis3nct address.

    Contacts for each supplier/address , it means Single supplier address and contact can be leveraged by mul8ple sites, for each OU.

    o A single change to an address can be seen instantly by all OUs.

    o No longer need to manually push updates across OUs.

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    OU 1

    OU 1

    OU 1

    OU 1

    In 11i, same contact informa8on needs to be updated separately in each OU.

    Same Contact info across all OU

    OU 1

    OU 1

    OU 1

    OU 1 In R12, Single Update reects the changes in all OUs & elimina8ng duplicate informa8on.

  • 33

    Supplier Representa3on: Benets Single repository for suppliers data

    AR/AP nesng

    Oracle Payments serves as a payment data repository on top of the TCA data model.

    o The TCA model holds the party informa8on. o Oracle Payments then stores all of the partys payment informa8on and its

    payment instruments (including credit cards, debit cards, customer bank accounts, and supplier bank accounts).

  • 34

    Legal En3ty

    In TCA, Legal en3ty is created as a party of party type ORGANIZATION or PERSON

    An establishment is created as a party of party type ORGANIZATION.

    TCA creates a new classica8on category called Business Func3on. It is used mainly to model what business func8ons a party can perform in E-Business Suite.

    For modeling legal en88es and establishments in TCA, classica8on code Legal

    En8ty and Establishment are created under the Business Func8on class category

    An establishment is created as a party and always link to a party that is classied as a legal en8ty through the rela8onship model.

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    EBS Module Uses TCA

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    TCA Model Table Informa3on

    HZ_PARTIES Represents any en8ty that can enter into business rela8onships with your organiza8on Organiza8on, Person, or Group.

    HZ_PARTY_SITES Associates a party with a loca8on, indica8ng that partys usage of the loca8on.

    HZ_PARTY_SITE_USES The HZ_PARTY_SITE_USES table stores informa8on about how a party site is used. Party sites can have mul8ple uses, for example Ship-To and Bill-To.

    HZ_LOCATIONS The HZ_PARTY_SITES table links a party (see HZ_PARTIES) and a loca8on (see HZ_LOCATIONS) and stores loca8on specic party informa8on such as MAILSTOP and ADDRESSEE.

    HZ_ORG_CONTACTS The table stores informa8on about the posi8on of the contact for a party or party site.

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    HZ_PARTY_RELATIONSHIPS A binary rela8onship between two par8es such as a partnership. Example: Adam is a specic person party and Eve Inc. is an organiza8on party. Adam at Eve Inc. is also treated as a party with the type rela8onship.

    HZ_PERSON_PROFILES The HZ_PERSON_PROFILES table stores personal and family informa8on about a party of the Person type.

    HZ_ORGANIZATION_PROFILES

    The HZ_ORGANIZATION_PROFILES table gets populated when a party of the Organiza8on type is created.

    HZ_CONTACT_POINTS The HZ_CONTACT_POINTS table stores informa8on about how to communicate to par8es or party sites using electronic media or methods such as Electronic Data Interchange (EDI), e-mail, telephone, telex, and the Internet.

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    TCA API Informa3on

    What is the business need? Applica8ons in the Oracle E-Business Suite can use the TCA public APIs to insert

    and update en88es in the TCA model.

    Data migra8on from legacy systems into the TCA model.

    Access to the TCA model from custom applica8ons built by deploying companies and Oracle Consul8ng.

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    Granular Vs. Business Object APIs: Granular APIs manipulate data at the granular Oracle Trading Community

    Architecture en8ty level.

    Oracle Seeded business objects, which can contain other business objects, granular en88es, or both. When a business object API is called, it can subsequently call granular APIs.

    Advantages of Business Object APIs: For example, the Person business object contains various business objects and

    granular en88es, including the Party Site business object and Rela8onship en8ty. When the Create Person Business Object API procedure is called, it subsequently

    calls the Create Party Site Business Object procedure and the Create Rela8onship granular API procedure.

    So instead of three separate ini8al API calls, as is the case with the granular APIs, you can use just one business object API to create the same person informa8on.

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    Granular API

    Business Object API

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    Features of APIs: Modular Approach: The modular approach defaults and validates user-entered

    informa8on. Excep8on Handling & Return Messages: The APIs provide an extensive set of error-

    handling and error-repor8ng mechanisms so that errors encountered in the dierent phases of API execu8on are reported and put on the message stack.

    - The return status (x_return_status) of the API informs the caller about the result

    of the opera8on or opera8ons performed by the API. Statuses include Success, Error & unexpected error.

    Messages: The APIs put result messages into a message list. Programs calling these APIs can then get the messages from the list and process those messages by issuing them, loading them into a database table, or wri8ng them to a log le.

    Robust Valida8on: The APIs collect all the valida8on errors encountered and put them on the message stack. The relevant en8ty handler is called only if no errors are reported during the valida8on phases.

    Locking Mechanism: The TCA public APIs provide a new locking mechanism for update procedures, based on the new OBJECT_VERSION_NUMBER column, which has been included in all HZ tables.

    1 New Record Exis8ng value + 1 Update Record

    Null Exis8ng Record prior to locking mechanism

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    API Standard Parameters:

    Std. Parameters Required? Type Descrip3on

    p__object_version_number

    Yes INOUT this parameter is called p_party_object_version_number because organiza8on is a type of party. The parameter value must match the version number in the database of the record being updated.

    p_init_msg_list Op8onal IN If set to true, the API calls fnd_msg_pub.ini8alize to ini8alize the message stack. If it set to false, then the calling program must ini8alize the message stack.

    x_return_status -- OUT The Out parameter returns the status of the API.

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    API informa3on PL/SQL Package Name

    Party HZ_PARTY_V2PUB Party Informa8on HZ_PARTY_INFO_V2PUB Party Contact Informa8on HZ_PARTY_CONTACT_V2PUB Person Informa8on HZ_PERSON_INFO_V2PUB Organiza8on Informa8on HZ_ORGANIZATION_INFO_V2PUB Loca8on HZ_LOCATION_V2PUB Party Site HZ_PARTY_SITE_V2PUB Contact Point HZ_CONTACT_POINT_V2PUB Rela8onship HZ_RELATIONSHIP_V2PUB Hierarchy Retrieval HZ_HIERARCHY_V2PUB Customer Account HZ_CUST_ACCOUNT_V2PUB Customer Account Site HZ_CUST_ACCOUNT_SITE_V2PUB

    Note** Listed only some important APIs name.

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