CUSTOM CO IT DOA ENHANCEMENT TECHNICAL SPECIFICATION POSITION EXCEPTION UPLOAD INTEGRATOR

Document Sign-Off Reviewer Author : Date 13-Dec-2012 Signature

Owner

Approver

Approver

DETAILS OF REVISIONS VERSION REVISION DETAILS DATE NAME

1.0

Draft Version

13-Dec-2012

REVIEWERS NAME BUSINESS AREA IT Development Team

INTENDED AUDIENCE CUSTOM TEAM

BUSINESS OWNER NAME BUSINESS AREA

RELATED DOCUMENTS NAME DESCRIPTION

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Contents
01
INTRODUCTION 3

Purpose Context Critical Success Factors Assumptions Intended Audience Referenced Documentation

3 3 3 3 3 4

02

TECHNICAL OVERVIEW

Approach Module List Detailed Technical Approach Value Sets: Table and View Usage Program Logic (pseudo code) Restart Strategy

5 5 5 9 12 13 13

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01

Introduction
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Purpose
This technical design describes the capability to update and maintain the position exceptions related to DOA assignment via a Web ADI tool.

Context

The CUSTOM Co Procurement Systems team monitors the position changes on a daily basis and manually assigns approval groups as per CUSTOM Co procurement approval policy or exceptions. This task is labour intensive and time consuming. There is no standard functionality available to satisfy this business requirement in Oracle Procurement; hence the CUSTOM Co Procurement Systems team needs a custom solution to fulfil this manual task automatically. The automated approval assignment process, will save time on manual entries of assigning correct approval group against changed position and allocating approval groups based on exceptions or job bands. This is to enable approval limit assignment to position by the documents in the hierarchy. To fulfil this objective, it is required to develop a program that applies exceptions and job bands to the approval groups in Oracle Procurement.

Critical Success Factors

NA

Assumptions
Position exceptions table will be administered by the CUSTOM Co Procurement Systems team

Intended Audience
CUSTOM Co Project Members

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Referenced Documentation
Document Document Link

CUSTOMCoITSystems_DOA_Exception_an d_Job_Band_Web_ADI_Interface_Functional _Design_v1 0

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02 Technical Overview
Approach
Oracle web ADI will be used to enter the position exceptions. A custom table and wrapper package will be created. The web ADI will allow the user to enter the exceptions via MS excel interface.

Module List
This technical design includes the following development components: File Name XXCUSTOM_POSITION_EXCEPTIONS XXCUSTOM_POSITION_EXCEPTION_PKG Program Title/Object Name Table Package Description Custom Table Wrapper package

Detailed Technical Approach

1. Created a wrapper package XXCUSTOM_POSITION_EXCEPTION_PKG to validate the records entered by the user in ADI before inserting into the custom table. a. All the fields in the integrator will be input parameters for the wrapper package. The fields are the parameters: i. Exception code ii. Exception name iii. Description iv. Position name v. Exception start date vi. Exception end date vii. Approval Group viii. Operating Unit ix. Document Type x. Organization Name xi. Business group

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b. The wrapper will check if the position already exists in active status in the base table (PER_POSITIONS) for the same organization. If exists, then the ADI will throw a custom error message as Position exists for the organization. If not exists, then validation is done against the custom table for the same organization, operating unit, document type and business group. If exists in the custom table, the current record will be end dated with SYSDATE and the new record entered by the user will be inserted. This is to make sure that only one position exists at a time in the custom table for the operating unit, organization and document type combination. c. If a new position is entered, then it will be directly inserted into the custom table.

d. The below list of fields will have pop up list created: i. Position Name ii. Approval Group iii. Operating Unit iv. Document Type v. Organization Name vi. Business group

2. A custom integrator CUSTOM Position Exceptions Upload Integrator will be created from the Desktop Integration Manager responsibility. Create Integrator: Responsibility: Desktop Integrator Manager > Create Integrator > Enter the following:
Field Name Integrator Name Internal Name Application Reporting Only Enabled Display in Create Document Page Yes Check the box Value CUSTOM Position Exceptions Upload Integrator XPEU XXCUSTOM

Click Next.

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Create Interface:
Field Name Interface Name Interface Type Package Name Procedure/Function Name API Returns Value XPEU API Procedure XXCUSTOM_POSITION_EXCEPTION_PKG CREATE_POS_EXCP FND Message Code

Click Apply and then Submit

Create Layout: Responsibility: Desktop Integrator > Define layout > Select CUSTOM Position Exceptions Upload Integrator > Create
Field Name Layout Name Number of Headers Value CUSTOM Position Exceptions Upload Layout 1

1. Click Next. 2. Select Line for Placement for each field.

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3. Click Apply. Attach Integrator to a Function: Responsibility: Application Developer > Application > Function > Create a new custom function with the following details:
Field Name Description Tab Function User Function Name Description Properties Tab Type Maintenance Mode Support Context Dependence Form Tab Parameters T Web HTML Tab HTML Call BneApplicationService bne:page=BneCreateDoc&bne:integrator=XPEU_XINT G SSWA servlet function None Responsibility XXCUSTOM_POS_EXP_FN CUSTOM Position Exceptions Upload Integrator CUSTOM Position Exceptions Upload Integrator Value

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Click Save.

Value Sets:
Responsibility: Desktop Integration Manager > Manage Integrators > Search for CUSTOM Position Exceptions Upload Integrator > Select the integrator and then select the interface. Select Update icon for each of the fields and enter the following: P_ORGANIZATION_NAME
Field Name Validation Type Id Column Meaning Column Desc Column Validation Entity Where Clause Component Name LOV Type Prompt Above Value Table ORGANIZATION_ID NAME NAME HR_ORGANIZATION_UNITS 1=1 Component for XJBU_XINTG_INTF1.P_ORGANIZATION_NAME None Organization Name

P_DOCUMENT_TYPE
Field Name Validation Type Id Column Meaning Column Desc Column Validation Entity Where Clause Value Table CONTROL_FUNCTION_NAME CONTROL_FUNCTION_NAME CONTROL_FUNCTION_NAME PO_CONTROL_FUNCTIONS ENABLED_FLAG = 'Y'

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Component Name LOV Type Prompt Above

Component for XJBU_XINTG_INTF1.P_DOCUMENT_TYPE None Document Type

P_OPERATING_UNIT
Field Name Validation Type Id Column Meaning Column Desc Column Validation Entity Where Clause Component Name LOV Type Prompt Above Value Table ORGANIZATION_ID NAME NAME HR_OPERATING_UNITS 1=1 Component for XJBU_XINTG_INTF1.P_OPERATING_UNIT None Operating Unit

P_APPROVAL_GROUP
Field Name Validation Type Id Column Meaning Column Desc Column Validation Entity Where Clause Value Table CONTROL_GROUP_NAME CONTROL_GROUP_NAME CONTROL_GROUP_NAME XXCUSTOM_APPROVAL_GROUP 1=1

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Component Name LOV Type Prompt Above

Component for XJBU_XINTG_INTF1.P_APPROVAL_GROUP None Approval Group

P_BUSINESS_GROUP
Field Name Validation Type Id Column Meaning Column Desc Column Validation Entity Where Clause Component Name LOV Type Prompt Above Value Table BUSINESS_GROUP_ID NAME NAME HR_OPERATING_UNITS 1=1 Component for XPEU_XINTG_INTF1.P_BUSINESS_GROUP None Business Group

P_POSITION_NAME
Field Name Validation Type Id Column Meaning Column Desc Column Validation Entity Where Clause Component Name Value Table NAME NAME NAME PER_POSITIONS (DATE_END IS NULL OR DATE_END > SYSDATE) Component for XPEU_XINTG_INTF1.P_POSITION_NAME

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LOV Type Prompt Above

None Position Name

Table and View Usage

XXCUSTOM_POSITION_EXCEPTIONS
Column Name EXCEPTION_ID EXCEPTION_CODE EXCEPTION_NAME DESCRIPTION POSITION_NAME EXCEPTION_START_DATE EXCEPTION_END_DATE APPROVAL_GROUP ORG_ID DOCUMENT_TYPE ORGANIZATION_ID BUSINESS_GROUP_ID CREATED_BY CREATED_DATE LAST_UPDATED_BY LAST_UPDATED_DATE LAST_UPDATED_LOGIN Data Type NUMBER VARCHAR2(60) VARCHAR2(240) VARCHAR2(4000) VARCHAR2(240) DATE DATE VARCHAR2(240) NUMBER VARCHAR2(240) NUMBER NUMBER NUMBER DATE NUMBER DATE NUMBER

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The list of tables accessed by the report and the type of access is listed in the table below: Table/View Name XXCUSTOM_POSITION_EXCEPTI ONS Select X Insert X Update X Delete Base Table NO

Program Logic (pseudo code)

Restart Strategy
Crash Recovery In case of failure, please create the items in the excel sheet again. Restart Strategy In case of failure, please create the items in the excel sheet again

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