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Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
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Table of Contents
Overview ...........................................................................................................................................................1-1
R12.x Oracle E-Business Essentials for Implementers: Overview .................................................................1-3
Objectives ......................................................................................................................................................1-4
sฺ Course Purpose .............................................................................................................................................1-5
e
t What Is Included in the Course? ....................................................................................................................1-6
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fili E-Business Suite: Documentation ..................................................................................................................1-8
af Other Resources ............................................................................................................................................1-9
s Oracle University Courses .............................................................................................................................1-11
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r i Summary ........................................................................................................................................................1-13
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d Navigating in R12.x Oracle Applications .......................................................................................................2-1
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a Navigating in R12.x Oracle Applications ........................................................................................................2-3
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Objectives ......................................................................................................................................................2-4
cl a
a Logging In to Oracle Applications ................................................................................................................s.. .2-6
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01 Choosing a Responsibility ........................................................................................a..i..l..ฺ..............G.....u..i...........2-10
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g Navigator ..............................................................................w.....a..................s.. .................................................2-13
yri Expanding or Collapsing the Navigation List ............h....n....u..............e.. ..t....h..i......................................................2-15
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o Expanding or Collapsing Several Items .......s....h................o... ...u........................................................................2-16
C Logging Out of Oracle Applications ......d.. ...(...............e... ..t.................................................................................2-17
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uti Editinng and Deleting a Record........................................................................................................................2-26
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ri Using a List of Values ....................................................................................................................................2-27
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s LOV: Shortcuts ...............................................................................................................................................2-28
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Using Calendar ..............................................................................................................................................2-29
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o Clearing Data .................................................................................................................................................2-30
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o Copying Data from a Record ..........................................................................................................................2-31
cti Searching for Information ...............................................................................................................................2-32
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d Query Versus Find .........................................................................................................................................2-33
o Using Find Mode ............................................................................................................................................2-34
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e Using Query Mode .........................................................................................................................................2-35
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Query Operators ............................................................................................................................................2-36
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e Folder Forms ..................................................................................................................................................2-37
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ri Personalized Searches in OA Framework .....................................................................................................2-38
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h Accessing Online Help ...................................................................................................................................2-40
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u Using Window Help ........................................................................................................................................2-41
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n Error Messages ..............................................................................................................................................2-43
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Running Reports and Programs .....................................................................................................................2-45
Using Concurrent Processing.........................................................................................................................2-46
Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
R12.x Oracle E-Business Suite Essentials for Implementers Table of Contents
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Running Reports and Programs .....................................................................................................................2-47
Business Intelligence (BI) Publisher ...............................................................................................................2-49
Integration with Oracle Secure Enterprise Search .........................................................................................2-51
Quiz ................................................................................................................................................................2-53
Summary ........................................................................................................................................................2-57
Introduction to Oracle Applications R12.x .....................................................................................................3-1
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e Introduction to Oracle Applications R12.x ......................................................................................................3-3
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a Course Objectives ..........................................................................................................................................3-4
fili Complete E-Business Suite from Oracle ........................................................................................................3-5
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Integrated, Yet Modular ..................................................................................................................................3-6
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it Benefits of Oracle E-Business Suite ..............................................................................................................3-7
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o Information-Driven Applications .....................................................................................................................3-8
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d Major Oracle Application Product Families ....................................................................................................3-9
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a R12.x E-Business Suite Footprint ..................................................................................................................3-10
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cl Oracle Applications R12.x Architecture ..........................................................................................................3-a16
a Understanding the Oracle Applications R12.x Architecture ........................................................................s.. .3-17
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g Database Tier.......................................................................w.....a..................s.. .................................................3-27
yri The Network .............................................................h....n....u..............e.. ..t....h..i......................................................3-28
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o Oracle Applications Technology Layer .........s....h................o... ...u........................................................................3-29
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b Fundamentals of System Administration ......................................................................................................4-1
tri Fundamentals of System Administration ........................................................................................................4-3
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di Course Objectives ..........................................................................................................................................4-4
r Introduction to Application Security ................................................................................................................4-5
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n Successive Layers of Access Control ............................................................................................................4-6
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ti Increasing Flexibility and Scalability ...............................................................................................................4-7
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u Function Security ...........................................................................................................................................4-9
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o Data Security..................................................................................................................................................4-10
pr Oracle User Management Layers of Access Control ....................................................................................4-11
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r Role-Based Access Control (RBAC) ..............................................................................................................4-12
d Delegated Administration ...............................................................................................................................4-14
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z Registration Processes ..................................................................................................................................4-16
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o Self-Service and Approvals ............................................................................................................................4-18
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ut Function Security ...........................................................................................................................................4-19
a Application Security: Overview .......................................................................................................................4-21
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U Use of Menu and Function Security to Modify Responsibilities .....................................................................4-23
Importance of Responsibilities .......................................................................................................................4-24
Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
R12.x Oracle E-Business Suite Essentials for Implementers Table of Contents
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Defining a New Responsibility ........................................................................................................................4-25
Defining a New Application User ....................................................................................................................4-27
Function Security ...........................................................................................................................................4-28
Data Security..................................................................................................................................................4-29
Data Security Components: Objects ..............................................................................................................4-32
Grants ............................................................................................................................................................4-33
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s Permissions and Permission Sets ..................................................................................................................4-34
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t Set Profile Options .........................................................................................................................................4-35
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fili Profile Hierarchy Types ..................................................................................................................................4-37
af Profile Hierarchy Levels: Security ..................................................................................................................4-38
s Profile Hierarchy Levels: Organization ...........................................................................................................4-39
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r i Profile Hierarchy Levels: Server .....................................................................................................................4-40
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d/ Personal Profile Values ..................................................................................................................................4-41
n System Profile Options ...................................................................................................................................4-42
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e Profile Categories ...........................................................................................................................................4-43
acl Quiz .............................................................................................................................................................s.. .4-a44
Or Summary .............................................................................................................................................h....a.......4-49
3, Fundamentals of Flexfields ................................................................................................c....o....m.....).. .......d....e..ฺ.5-1
01 Fundamentals of Flexfields ......................................................................................a..i..l..ฺ..............G.....u..i...........5-3
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yri Using Flexfields to Configure Applications ...............h....n....u..............e.. ..t....h..i......................................................5-7
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o Benefits of Flexfields ....................................s....h................o... ...u........................................................................5-8
C Key and Descriptive Flexfields .............d.. ...(...............e... ..t.................................................................................5-9
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Creating Value Sets .......................................................................................................................................5-19
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n Key Flexfield Qualifiers ..................................................................................................................................5-33
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Types of Key Flexfield Qualifiers ....................................................................................................................5-34
Key Flexfield Qualifiers Identify Key Flexfield Segments ..............................................................................5-35
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R12.x Oracle E-Business Suite Essentials for Implementers Table of Contents
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Identifying Values in Flexfield Segments with Segment Qualifiers .................................................................5-36
Defining Flexfield Qualifiers ...........................................................................................................................5-37
Segment Defaults: Examples .........................................................................................................................5-38
Other Key Flexfield Features .........................................................................................................................5-40
Allowing Dynamic Insertion ............................................................................................................................5-41
Cross-Validating Values .................................................................................................................................5-42
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s Using Value Set Security ...............................................................................................................................5-43
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t Using Shorthand Aliases ................................................................................................................................5-44
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fili Planning Decisions .........................................................................................................................................5-45
af Freezing and Compiling the Definition ...........................................................................................................5-47
s Defining the Descriptive Flexfield Structure ...................................................................................................5-48
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r i Identifying a Descriptive Flexfield ...................................................................................................................5-49
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d/ Determining the Descriptive Flexfield Name ..................................................................................................5-50
n Determining Available Resources ..................................................................................................................5-51
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e Identifying Your Information Needs ................................................................................................................5-52
acl Identifying the Necessary Information .........................................................................................................s.. .5-a53
Or Grouping Information by Usage ..........................................................................................................h....a.......5-54
3, Isolate Common Information .............................................................................................c....o....m.....).. .......d....e..ฺ.5-55
01 Determine Different Contexts ...................................................................................a..i..l..ฺ..............G.....u..i...........5-56
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ght Context-Sensitive Segments ................................................w.....a....z..............s.. ....S...t..........................................5-59
yri Distinguishing Between Contexts .............................h....n....u..............e.. ..t....h..i......................................................5-60
p Using Reference and Context Fields ....................a......................s....................................................................5-61
Co Using Reference Fields ........................d.. ...(...s....h........e... ..t...o... ...u........................................................................5-62
dฺ Identifying Referenceable Colummns .a................n....s..........................................................................................5-63
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ri Shared Entities and Integration ......................................................................................................................6-1
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s Shared Entities and Integration ......................................................................................................................6-3
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Objectives ......................................................................................................................................................6-4
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o What Are Shared Entities? .............................................................................................................................6-5
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o Shared Entities in E-Business: Examples ......................................................................................................6-6
cti Application Object Library (AOL) ....................................................................................................................6-7
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d Ledger ............................................................................................................................................................6-8
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r Units of Measure ............................................................................................................................................6-10
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e Items ..............................................................................................................................................................6-11
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d Suppliers ........................................................................................................................................................6-12
e Customers ......................................................................................................................................................6-13
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ri Sales Force ....................................................................................................................................................6-14
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h Employees .....................................................................................................................................................6-15
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a Banks .............................................................................................................................................................6-16
n Locations ........................................................................................................................................................6-17
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Organizations .................................................................................................................................................6-18
Key Business Flows .......................................................................................................................................6-19
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R12.x Oracle E-Business Suite Essentials for Implementers Table of Contents
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Forecast to Plan .............................................................................................................................................6-20
Procure to Pay ...............................................................................................................................................6-21
Demand to Build. ............................................................................................................................................6-23
Order to Cash.................................................................................................................................................6-25
Contract to Renewal .......................................................................................................................................6-26
Request to Resolution ....................................................................................................................................6-28
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s Plan to Replenish ...........................................................................................................................................6-30
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t Quiz ................................................................................................................................................................6-31
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fili Summary ........................................................................................................................................................6-35
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Fundamentals of Multi-Org .............................................................................................................................7-1
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it Fundamentals of Multi-Org .............................................................................................................................7-3
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o Objectives ......................................................................................................................................................7-4
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d What Is Multi-Org? .........................................................................................................................................7-5
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a Basic Business Needs ...................................................................................................................................7-6
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cl Organization Types Supported in the Multi-Org Model .................................................................................7-a7
a Types of Organizations Supported in the Multi-Org Model .........................................................................s.. .7-8
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01 Legal Entity ..............................................................................................................a..i..l..ฺ..............G.....u..i...........7-11
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g Balancing Entity: Examples ..................................................w.....a..................s.. .................................................7-14
yri Inventory Organization .............................................h....n....u..............e.. ..t....h..i......................................................7-16
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o Sample Organization Structure ....................s....h................o... ...u........................................................................7-17
C Define the Organization Structure ........d.. ...(...............e... ..t.................................................................................7-18
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MOAC: Setup and Process ............................................................................................................................7-32
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o Accounting Setup Manager (ASM) .................................................................................................................7-33
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o MOAC Setup: Create an Operating Unit ........................................................................................................7-34
cti Dependencies and Interactions of MOAC ......................................................................................................7-35
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d Multi-Org Preferences: Description ................................................................................................................7-37
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z Fundamentals of Workflow and Alerts ...........................................................................................................8-1
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o Fundamentals of Workflow and Alerts ............................................................................................................8-3
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ut Objectives ......................................................................................................................................................8-4
a Workflow Processes .......................................................................................................................................8-5
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U Enabling E-Business ......................................................................................................................................8-6
Workflow Activities: Examples........................................................................................................................8-7
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R12.x Oracle E-Business Suite Essentials for Implementers Table of Contents
v
Workflow Processes .......................................................................................................................................8-8
Oracle Workflow Availability ...........................................................................................................................8-10
Traditional Workflow Versus Event-Based Workflow ....................................................................................8-11
Integrating Business Processes .....................................................................................................................8-13
Benefits of Workflow ......................................................................................................................................8-14
Workflow-Driven Business Processes ............................................................................................................8-15
sฺ Oracle Workflow Home Pages .......................................................................................................................8-17
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t Worklist Web Pages .......................................................................................................................................8-19
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fili Email Notifications ..........................................................................................................................................8-20
af Notification Worklist ........................................................................................................................................8-21
s Workflow Monitor Web Pages ........................................................................................................................8-22
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r i Business Event System .................................................................................................................................8-23
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/ System Integration with Workflow ..................................................................................................................8-24
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n Subscription-Based Processing .....................................................................................................................8-25
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e Business Event System: Example ..................................................................................................................8-26
cl Supported System Integration Types .............................................................................................................8-a27
ra Overview of Alerts ...................................................................................................................................a....s.. .8-28
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dฺ C Summary ....................................m......a....d.. ...(.......n....s....e... ..t.................................................................................8-40
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ti Oraclne BI Applications: Multisource Analytics ................................................................................................9-7
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b Financial Analytics .........................................................................................................................................9-8
tri Procurement and Spend Analytics .................................................................................................................9-9
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di Supply Chain and Order Management Analytics............................................................................................9-10
or Sales Analytics ...............................................................................................................................................9-11
n Human Resource Analytics ............................................................................................................................9-12
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ti Service Analytics ............................................................................................................................................9-14
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u Contact Center Telephony Analytics ..............................................................................................................9-15
d Marketing Analytics ........................................................................................................................................9-16
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d Analytic Workflows .........................................................................................................................................9-21
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o Application Integration: Security .....................................................................................................................9-24
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t Application Integration: Action Links ..............................................................................................................9-25
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a Guided Navigation ..........................................................................................................................................9-26
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U Deployment Options .......................................................................................................................................9-27
Quiz ................................................................................................................................................................9-28
Summary ........................................................................................................................................................9-32
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R12.x Oracle E-Business Suite Essentials for Implementers Table of Contents
vi
Additional Business Flows .............................................................................................................................10-1
Additional Business Flows .............................................................................................................................10-3
Campaign to Order .........................................................................................................................................10-4
Click to Order .................................................................................................................................................10-6
Project to Profit...............................................................................................................................................10-8
People to Paycheck .......................................................................................................................................10-9
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s Benefits to Payroll ..........................................................................................................................................10-10
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Description:Oracle is a registered trademark of Oracle Corporation and/or its affiliates. R12.x Oracle E-Business Suite Essentials for Implementers Table of
