Functional i store overview knoworacle

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

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

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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
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Manufacturing Plant
OEM /
Distributors
Retail
Customers

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• 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

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• 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

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• 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

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• 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

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• 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

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• 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

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• 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

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• 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)

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• 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

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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

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User Registration

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User Registration-Register As Individual

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

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Account is created automatically on the basis of setup done.

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User Registration For Already Existing Organization

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User Created in Sys Admin which needs a Approval

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

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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

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

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

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 Login with existing user id -upmanyu

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

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System Prompts for Terms & Conditions

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

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Order Confirmation –Order No 16451

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

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

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

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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

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Shipment Details – Before Order is released

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Shipment Details – After Order is released but not shipped

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Shipment Details – After Order is Ship Confirmed

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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

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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

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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

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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

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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

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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)

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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)

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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

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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

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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

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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

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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

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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 )

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iStore Setup- Catalog Creation Contd..

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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

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Customizing iStore … Contd..

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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.

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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

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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

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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

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