2009 Oracle Corporation Proprietary and Confidential

EBS Workflow Builder Best Practices

Day, Date, 2004 Wednesday, April 6, 2011 Upcoming Webcasts in ATG area :

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Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.

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<Insert Picture Here>

Workflow Builder Best Practices

Mohamed Sayed Senior Support Engineer Mohamed Ameen Senior Support Engineer

Agenda
What is Customization Why Customization is needed Customizing workflow objects Unsupported customization Supported customization References
<Insert Picture Here>

What is Customization?

What is Customization ?

Why Customization is needed?

Why Customization is needed?

Adding an Item Attribute

Customizing Message

Why Customization is needed?

Introduce New Business. Create Alternative-processing paths to accommodate new business processing rules. Introducing new procedures. Modify message content for improved decision making. Extend a process to include external system processing.

Customizing Workflow Objects

General Cycle
Download the workflow to a wft file using WFLOD utility, and take a copy of the file as a backup Open the the file and do your customization with workflow builder Upload the customized workflow using WFLOAD to the test database Test the customization on test instance then migrate to production

Download Customize Upload Test

Customizing Workflow Objects

Download Workflow
WFLOAD apps/pwd 0 Y DOWNLOAD file.wft item_type1, item_type2,

WFLOAD Command ($FND_TOP/bin) Concurrent Program

Workflow Definition Loader

Workflow Builder

Customizing Workflow Objects

What Can be customized

Add new function or activity Change the flow of a process Add item attribute or message attribute Add new Lookup Type Modify activity Modify message body

Customizing Workflow Objects

Problems while customizing

Unsupported Customization
You may accidently customize a seeded object that should not be customized.

Customization in not upgrade safe

Customizations to workflow could be lost during product upgrade.

Solution
Access level Protection level Customization level

Customizing Workflow Objects

Protection Level

Customizing Workflow Objects

Protection Level
Customer

Oracle Developer

Customizing Workflow Objects

Access Level

ACCESS_LEVEL 1000 100 999 20 100 0 -19 Public Customer Organization Oracle Product Developer Workflow and Application Object Library

Customizing Workflow Objects

Customization Level

Customizing Workflow Objects

Upload Workflow
WFLOAD apps/pwd 0 Y UPGRADE file.wft

WFLOAD utility Concurrent Program

Workflow Definition Loaded

Workflow Builder

Customizing Workflow Objects

WFLOAD Utility
WFLOAD apps/pwd 0 Y UPGRADE file.wft

UPGRADE
Preserve customization

UPLOAD
Overwrite customization, Takes care of protected seeded data.

FORCE
Overwrite all, Used for fixing data.

DOWNLOAD
Download one or multiple items.

Customizing Workflow Objects

WFLOAD Utility ACCESS_LEVEL
WFLOAD apps/pwd 0 Y UPGRADE file.wft

UPLOAD:
WFLOAD picks the ACCESS_LEVEL from the file.wft

DOWNLOAD
ACCESS_LEVEL will be set in the file.wft to the value of $WF_ACCESS_LEVEL

If $WF_ACCESS_LEVEL is not defined a default of 1 will be used.

Customizing Workflow Objects

WFLOAD Utility Translations
WFLOAD apps/pwd 0 Y UPGRADE file.wft

Set $NLS_LANG at client PC Set $NSL_LANG at the server

WFLOAD

$NLS_LANG
Regedit: HKEY_LOCAL_MACHINE/SOFTWARE/ORACLE

$NLS_LANG

Unsupported Customization
Modifying Object with Protection level less than 100 Altering objects protection level if its level is less than 100

Operating with an access level less than 100 to customize an object that should not be customized.
Customizations that are explicitly documented as being UNSUPPORTED in the seeded workflow's product-specific User's Guide or documentation update notes. Example: Oracle Purchasing Users guide

Customizing the PO Requisition Approval Workflow

Supported Customization
Customization examples documented in product-specific Users guide or documentation update notes. Customization that are not explicitly stated as unsupported customization. Follow guidelines Isolate the problem

References
Oracle Workflow Developers Guide Oracle Workflow Administrators Guide Oracle Purchasing User's Guide

Supported and Unsupported Customizations for Predefined Workflows (Doc ID 97381.1) How can customizations be removed from a workflow? (Doc ID 287369.1) How To Preserve Customizations In Oracle Workflow Builder (Doc ID 888762.1)

Applications Technology Group Webcasts

Upcoming Webcasts around ATG :
12 & 13 April 2011 : E-Business Suite - Workflow Mailer Additional Webcasts are planned they will be promoted soon.

For complete details on all upcoming Oracle Advisor Webcast Events, please see Note 740966.1, Oracle Advisor Webcast Schedule.

For ATG Specific Webcasts please check Note 1186338.1.

Do you have any requests for future ATG Advisor Webcast Events ? Please email your suggestions to me : ruediger.ziegler@oracle.com, subject: Topics of Interest.
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Communities in MOS

2011 Oracle Corporation Proprietary and Confidential

ATG Communities in MOS available

Following Communities are available in My Oracle Support
Oracle E-Business Suite
... BI Publisher Core Workflow Diagnostic Tools E-Business Customizations Installation Patch Review EBS Performance Upgrade User Produktivity Kit Utilities - Business Intelligence Products (not only EBS) - Any Workflow isse not only E-Business Suite - Anything around EBS Diagnostics - Your Customizations - Fresh Install of the E-Business Suite - Review of Patches around the E-Business Suite - EBS Performance - EBS Upgrade - User Productivity Kit (UPK) available for the E-Business Suite - Utilities / generic EBS DBA issues

...
This is the current list for the E-Business Suite Applications Technology Group

2011 Oracle Corporation Proprietary and Confidential

ATG PIC Note 1160285.1

2011 Oracle Corporation Proprietary and Confidential

 2011 Oracle Corporation Proprietary and Confidential

THANK YOU

2011 Oracle Corporation Proprietary and Confidential