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AGENDA
Presentation approximately 45 minutes Q&A Session approximately 15 minutes
Web attendees can ask questions via Q&A panel Phone attendees can ask questions via Q&A panel or phone (operator assisted)

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ATTENTION AUDIO Options

You can either listen the audio broadcast on your computer or join teleconference (dial in)

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Voice Streaming Audio Broadcast

Listen only mode Advantage: no need to dial in What about Questions? Type your questions into WebEx Q&A panel If you prefer full audio access in order to ask questions directly, please connect to our teleconference Connect details you will find at next slide

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ATTENTION AUDIO INFORMATION

Teleconference Connect details: 1. Conference ID: <52225306> 2. UK Standard International: +44 (0) 1452 552 816 (UK Dial In) 3. Toll free Dial In US/Canada : 1 866 966 5189 4. List with national toll free numbers is available in note <1328989.1>
You can view this info anytime during the conference using Communicate > Teleconference > Join Teleconference from your WebEx menu

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Customizing The Workflow In EBS Procurement

Devaraju Holenarasipur Prinicipal Software Engineer

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AGENDA
Presentation approximately 45 minutes Q&A Session approximately 15 minutes
Web attendees can ask questions via Q&A panel only Phone attendees can ask questions via Q&A panel or phone (operator assisted)

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AUDIO INFO - Teleconference

Connect details: 1. Conference ID: <52225306> 2. UK Standard International: +44 (0) 1452 552 816 (UK Dial In) 3. Toll free Dial In US/Canada : 1 866 966 5189 4. List with national toll free numbers is available in note <1328989.1>
You can view this info anytime during the conference using Communicate > Teleconference > Join Teleconference from your WebEx menu

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Send your question

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type your question here

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your question pop-up here

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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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Customizing the Workflow In EBS Procurement

Devaraju Holenarasipur Principal Software Engineer

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Agenda
What is considered as customization? Why do we need to Customize? Issues with Customization? Customization Guidelines Generic Workflow Customization steps Case 1: Customizing Auto Create PO Workflow Case 2: Customizing Purchase Order Approval workflow Troubleshooting PO workflow issues Q&A

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What is considered as Customization?

A customization is when an Oracle delivered product component is changed by the customer and that change can be affected by a patch application or an Application upgrade. A customization is an undocumented modification of Oracle business workflow processes that may change the business logic. A customization is any call made to non-seeded logic. A customization is using any API that is not documented or is not described as being Public. A customization is new workflow processes created by customers.

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Why do we need to customize?

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Why do we need to Customize?

You can add/modify the item attributes and message content for better decision making.

Extend a process to include external system processing

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Issues with Workflow customization in EBS

What is the best way to know whether the workflow object can be customized? Can the workflow Customization survive product upgrade? The Answer to these is the Access Protection.

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What is Access Protection?

Oracle workflow assigns a protection and customization level to every workflow object definition stored in the database and require every user of the workflow to operate at a specific access level. The combination of protection, customization and access level makes up the access protection feature. This determine whether user can modify a given workflow object.

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Customizing the workflow objects

Access Level: Level you use in the Workflow Builder or Workflow Definitions Loader. Every workflow user operates at a specific access level. The access level defines whether the user can modify certain workflow data. You can only modify data that is protected at a level equal to or higher than your access level. For e.g a flow with protection level of 200 will be overwritten by a flow with access level 100

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Customizing the workflow objects

ACCESS LEVEL: Help-> About Oracle Workflow Builder 2.6.3.5

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

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Customizing the workflow Objects

Protection Level: A numeric value ranging from 0 to 1000 that represents which data is protected from for modification. When the workflow object is created in the workflow builder, the object is protected by default at certain access level. An objects protection level determine whether other users can modify the object based on their levels.

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Customizing the workflow Objects

Customization Level: Every workflow object, in addition to protection level will also have customization level equal to your access level when you modify and save the object to the database. Only with users with access level equal to or higher than the objects customization level can modify the data. You can set the the customization level for an object from Access tab of the object's property page. - Check or Clear the Preserve Customizations check box. - Check or Clear Lock at this access level If checked, it Protects the object at the current access level and does not allow the object to be customized by higher access levels.

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What is not supported?

Modifying a workflow object that has a protection level less than 100 Altering a workflow objects protection level if its original protection level is less than 100 Changing access level to an unauthorized level of less than 100 for the purpose of modifying workflow objects that are protected at levels less than 100. Customizations that are explicitly documented as being UNSUPPORTED in the seeded workflow's productspecific User's Guide or documentation update notes.

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Customization Guidelines
Attributes: You can modify only the attributes listed as customizable in the documentation. Refer to the product specific documentation for more details. Function Activities: Usually, you cannot modify a seeded function activity, but can replace it with one of your own, unless the documentation for the workflow advises against removing default function activities. - The result type of your new function activity must match the result type of the default activity. - Any attributes that were set by the default function activity must also be set by your customized function activity. - Any database state maintained by the default function activity must also be maintained by the customized function activity

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Customization Guidelines
Notifications: If a notification has a reply code, make sure that the Result Type of your customized notification matches the transitions in the workflow diagram. Processes: In order to Modify any customizable process - Ensure the basic flow remains intact - Any database state maintained by the default process must also be maintained by the processes you customize. - Run the pl/sql script powfcust.sql to get an idea of removing a seeded function activity. Lookups: If you change a customizable lookup type, be sure that all activities that use the lookup type allow for the change.

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Generic Workflow Customization Steps

1. Download: Download the workflow to a wft file using WFLOAD utility, and take a copy of the file as a backup. 2. Customize: Open the file using the workflow builder tool and do your customization. 3. Upload: Upload the customized workflow using WFLOAD to the test database. 4. Test: Test the customization in the test instance.

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WFLOAD Utility
- 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.

E.g. WFLOAD apps/pwd 0 Y UPGRADE file.wft

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Workflow item types in PO Module

AutoCreate: CREATEPO (poxwfatc.wft) Approvals:
POAPPRV - Purchase Order (poxwfpoa.wft) REQAPPRV - Requisition (poxwfrqa.wft)

Change Requests:
POREQCHA - Requisition (poreqcha.wft) PORPOCHA - Purchase Order (porpocha.wft)

Account Generator:
POWFPOAGO - Purchase Order (poxwfpag.wft) POWFRQAG - Requisition (poxwfrag.wft)

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Customizing CREATEPO Workflow

Business requirement : - Stop Automatic Purchase Order Creation. - POs to be automatically approved when created by the workflow?

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Customizing CREATEPO Workflow

Where to begin: Open and study the CREATEPO workflow definition using the workflow builder The node(2) Is Automatic Creation Allowed? - Open the underlying pl/sql code, This function activity checks the item attribute Is Automatic Creation Allowed?

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Customizing CREATEPO workflow

Business requirement : - Stop Automatic Purchase Order Creation.

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Customizing CREATEPO workflow

Business Requirement: - POs to be automatically approved when created by the workflow? In workflow PO Create Documents, set item attribute Is Automatic Approval Allowed? to Y

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About PO APPROVAL workflow

This Workflow controls the approval of Purchase Orders. Additionally this Workflow is called when changes are made to a Purchase Order that causes its Status to change to Requires Reapproval, the document revision number increases and the Submit for Approval is selected.

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Customizing the PO APPROVAL Workflow

PO document goes for re-approval when there is a change made to some of the PO fields. For e.g. some of the Header Information change can cause reapproval.
Standard | Planned |Blanket |Contract | Release - Buyer* X X X X X - Contact X X X X - Brief Note X X X X To Supplier

Also the approved PO goes for reapproval if the changes are done to the fields in PO lines, shipment and distribution. * Refer to the purchasing user guide.

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Customizing the PO APPROVAL Workflow

The PO document goes for reapproval if there is any change done to the vendor site or the buyer at the PO header level.

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Customizing the PO APPROVAL Workflow

Customization Requirement:

The business requirement is that the approved Standard Purchase Order should not go for reapproval if the changes are done to the fields Vendor Site or Buyer on the PO header.

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Customizing the PO APPROVAL Workflow

Where to begin? - Look at the existing PO approval flow using the workflow builder tool. - Refer to the product documentation for more details on the customization guidelines.

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Customizing the PO APPROVAL Workflow

(N)-> Purchasing super user-> Setup-> Purchasing-> Document Types.

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Customizing the PO APPROVAL Workflow

Open the POAPPRV workflow using the workflow builder.

Sub process Do Document Change Require Reapproval? decide whether the doc require reapproval.

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Customizing the PO APPROVAL Workflow

This sub process has several function activities for different document types which decides whether a specific document can go for reapproval or not.

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Customizing the PO APPROVAL Workflow

Open the underlying pl/sql package PO_CHORD_WF6.STANDARD_PO_REAPPROVAL

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Customizing the PO APPROVAL Workflow

Review the package and copy the package with a different name xx_PO_CHORD_WF6.XX_STANDARD_PO_REAPPROVAL to make the necessary changes.

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Customizing the PO APPROVAL Workflow

Comment those part of the if statement in the code where changes to the vendor site id and buyer parameters require reapproval in the procedure XX_STANDARD_PO_REAPPROVAL . Compile the new package xX_PO_CHORD_WF6 Copy the item type and create a new function activity to replace the seeded workflow function

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Customizing the PO APPROVAL Workflow

Ensure a new item type is created based on the changed pl/sql package.

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Customizing the PO APPROVAL Workflow

Upload the changed workflow definition back to the database. Test the workflow for the changed behavior.

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Troubleshooting
Run the scripts wfstatus.sql and wfstat.sql found under $FND_TOP/sql/ directory. The first script gives general activity information and errors, and the second script gives the same but with slightly more technical/debug information. Run the script wfmlrdbg.sql, if you have any issue with the notification activity. This script asks for notification ID of the problematic notification.
In addition, there is an even more 'user-friendly' way of accessing the history of a problem workflow, using the Workflow Administrator Responsibility. This can also be found using the following navigation: Responsibility: Workflow Administrator Web Applications Administrator Workflow > Status Monitor Search for the problematic Item Type (e.g. 'PO Requisition Approval') Check result list for the last test where the problem was found (compare date/time, owned-by etc). Select the required entry and use the buttons to see more detail.

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Troubleshooting(Contd)
The capture of these lines is done by: Firstly clearing any existing debug entries using: SQL> truncate table po_wf_debug; Set Profile Option PO: Set Debug Workflow ON to Yes, then reproduce the issue. To retrieve debug data select the rows and save in a delimited text format easy reading. SQL> SELECT document_id, document_number, authorization_status, debug_message FROM po_wf_debug You can optionally add criteria on itemtype and itemkey to limit the data returned.

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Send your question

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Further Info & Help

Advisor Webcast Calendar [ID 1083713.1] Current Schedule can be found on Note 740966.1 Post Presentation Recordings can be found on Note 740964.1 Procurement Newsletter via Document 111111.1. MOS Community <Procurement Community>

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Upcoming Webcast
According to Procurement Advisor Webcast Calendar [ID 1083713.1], following is the next webcast

Topic
Date & Time Details

LCM Integration with Procurement

Tuesday, Aug 23, 2011 at 2:00 pm London, 9:00 am EDT, 7:00 am MDT, 6:30 pm India). (Document ID 1336192.1)

Registration

https://oracleaw.webex.com/oracleaw/onstage/g.php?d=596417 667&t=a

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THANK YOU

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