Installation Instructions

The business unit will setup automated task for the "Create Releases" program. This should be set to run every 5 minutes.

Setup for the Kanban planner code will be done by the business and is an ongoing task.

The database server and subsequent backups steps will be managed by the client's IT. Application data such as screen settings xml are stored and backed up by Ultriva on regular basis.

Ultriva needs to initialize Oracle Apps while doing the PO or Receipt import process. So, Ultriva uses the values defined in the Ultriva Purchasing Defaults.

Define Ultriva Value Sets

Following section explains how to setup value sets for Ultriva concurrent program.

Run Oracle forms in sysadmin responsibility and go to define value sets.

1. Define a value set for SSUEK_PO_PDOI_STDPO_DOCUMENT_TYPES as shown below. Please note that the name of the valueset can be modified as per company policy.

   • Value Set Name: SSUEK_PO_PDOI_STDPO_DOCUMENT_TYPES

   • Description: ULTRIVA POXPDOI PROGRAM

   • List Type: List of Values

   • Security Type: No Security

   • Format Type: Char (Maximum size: 10)

   • Validation Type: Independent

   • Save the value set

     

2. Define a value set for SSUEK_PO_PDOI_INTERFACE_BATCHES.

   • Value Set Name: SSUEK_PO_PDOI_INTERFACE_BATCHES

   • List Type: List of Values

   • Security type: No Security

   • Format Type: Number

   • Maximum Size: 22

   • Check the Numbers only option

   • Validation Type: Table

     1. Then Click Edit Information

        

   • Here define the table validation for this value set

     1. Table Application: Purchasing

     2. Table Name: PO_832_BATCH_ID_V

     3. Value: BATCH_ID Type: Number and Size: 22

     4. Where/Order By: where process_code is null or process_code = 'PENDING'

     5. Click Test to test the validation type

        

     6. Save

3. Define SSUEK_15 Digit Number as per shown below

   • Value set Name: SSUEK_15 Digit Number

   • Description: Ultriva 15 digit number

   • Format Type: Number

     1. Check numbers only option

     2. Maximum size: 15

     3. Validation Type is NONE

        

4. Define Segment Values for SSUEK_PO_PDOI_STDPO_DOCUMENT_TYPES as per screenshot below.

   

Setup Item as Ultriva Item

Step 1: Define Value Set

Purchasing Super User-> Setup-> Flex fields-> Validation-> Sets

Save record.

Purchasing Super User-> Setup-> Flex fields-> Validation-> Values

Lookup Name: Ultriva Item Type

Click Find.

Add Values as defined in screenshot below:

Save records.

Purchasing Super User-> Setup-> Flex fields-> Key-> Segments

Lookup: Application=Inventory; Flex Field Title: Item Categories

Add Ultriva Record as follows:

Code: ULTRIVA_CATEGORY_SET

Title: Ultriva Category Set

Description: Ultriva Category Set

Click on Segments

Add the above information and save record.

Check flag to Freeze Flex field Definition.

Save Record and Compile.

Purchasing Super User-> Setup-> Items-> Categories-> Category Codes

Define values as per screenshot and save record.

Purchasing Super User-> Setup-> Items-> Category-> Category Sets

Name: ULTRIVA KANBAN CATEGORY SET

Description: ULTRIVA KANBAN CATEGORY SET

Flex Structure: Ultriva Category Set

Default Category: KANBAN

Check Flag: Enforce List of Valid Categories

Lookup and select FORECAST, KANBAN, VIRTUAL in Category section.

Save record.

This step explains the procedure to assign a category to an Item. This step is only performed when an Item needs to be assigned an Ultriva Category.

Purchasing Super User-> Setup-> Items-> Organizational Items

Lookup Item to assign category

Example below:

Click on Tools -> Categories

Add category as defined in screenshot below:

Save record.

Define Executable for SSUEKPOXPDOI

Following section explains how to define the executable for SSUEKPOXPDOI (which is used for PO Creation).

Goto Define Executable option.

1. Set Executable as SSUEKPOXPDOI

2. Set Short Name as SSUEKPOXPDOI

3. Set/Pick Application Custom Purchasing

4. Set Execution method to PL/SQL Stored Procedure

5. Set Execution File Name as uek_submit_import_po_rel_pkg. submit_import_po

6. Save the record

   

Define Executable for SSUEKRVCTP

Following section explains how to define the executable for ULTRIVA

Goto Define Executable option.

1. Set Executable as SSUEKRVCTP

2. Set Short Name as SSUEKRVCTP

3. Set/Pick Application Custom Purchasing

4. Set Execution method to PL/SQL Stored Procedure

5. Set Execution File Name as uek_submit_import_rcv_pkg.submit_import_rcv

6. Save the record

   

Concurrent Program Creation for ULTRIVA PO Creation/Release

Ultriva connector uses custom concurrent process to process the Ultriva populated PO Records. Please follow the steps given below to create the concurrent program.

Create Concurrent Program

• CREATE 'SSUEKPOXPDOI' CONCURRENT PROGRAM UNDER ULTRIVA,

  APPLICATION PARAMETERS ARE PO_TYPE VARCHAR2, BATCH_ID VARCHAR2, ORG_ID NUMBER

  This program handles creation of Purchase Orders in Oracle

• Oracle Navigation: Login as System Administrator > Concurrent > Program > Define

  

1. Click on parameters Button. As per the screen shots given below, ensure the Parameters are set up with Value sets.

2. For Parameter DOCUMENT TYPE, Value set is SSUEK_PO_PDOI_STDPO_DOCUMENT_TYPES (the name chosen in the define value set steps)

   

3. For Parameter BATCH_ID, Value set is SSUEK_PO_PDOI_INTERFACE_BATCHES (the name used in the define value set steps)

   

4. For Parameter OPERATING UNIT, Value set is SSUEK_15 Digit Number

   

5. Save record