diff --git a/apps-cloud-adventure-ai/00-introduction/images/Change Salary Walk thru.mp4 b/apps-cloud-adventure-ai/00-introduction/images/Change Salary Walk thru.mp4 new file mode 100644 index 000000000..781f2d362 Binary files /dev/null and b/apps-cloud-adventure-ai/00-introduction/images/Change Salary Walk thru.mp4 differ diff --git a/apps-cloud-adventure-ai/00-introduction/images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-ai/00-introduction/images/cloud-adventure-checkpoint-image.png new file mode 100644 index 000000000..08774508a Binary files /dev/null and b/apps-cloud-adventure-ai/00-introduction/images/cloud-adventure-checkpoint-image.png differ diff --git a/apps-cloud-adventure-ai/00-introduction/introduction.md b/apps-cloud-adventure-ai/00-introduction/introduction.md new file mode 100644 index 000000000..a20e84316 --- /dev/null +++ b/apps-cloud-adventure-ai/00-introduction/introduction.md @@ -0,0 +1,28 @@ +# Introduction + +## About this Cloud Adventure + +Are you a SaaS Application Administrator or Analyst? Are you tasked with setting up users, configuring page layouts and approval workflows? Are you responsible for integrations or creating new reports & dashboards? Get hands-on experience to learn and become more efficient on these activities and more! Join us for a two-hour fun filled journey where you will leverage built in tools and capabilities to extend, configure, and integrate Oracle Fusion Cloud Applications. The experience includes application user security, UI configurations, creating integrations, and creating new reports/dashboards. + +Estimated Adventure Time: 2 hours + +### **Objectives** + +This Activity Guide will lead you along the way through a set of Adventure Labs, where you will experience the: +1. Use Security Console to easily manage user access +2. Configure or Extend your Fusion Cloud Applications +3. Experience the power of the integration capabilities of Fusion Cloud +4. Create powerful analytics for business insight + +(https://www.youtube.com/watch?v=H-C5dH3w1Dg) + + + + + +Let's create your team name for your cloud adventure! + +[![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:SCMCLOUDADVENTURE) + + + diff --git a/apps-cloud-adventure-ai/gen-images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-ai/gen-images/cloud-adventure-checkpoint-image.png new file mode 100644 index 000000000..08774508a Binary files /dev/null and b/apps-cloud-adventure-ai/gen-images/cloud-adventure-checkpoint-image.png differ diff --git a/apps-cloud-adventure-ai/workshops/tenancy/index.html b/apps-cloud-adventure-ai/workshops/tenancy/index.html new file mode 100644 index 000000000..6acdb69d1 --- /dev/null +++ b/apps-cloud-adventure-ai/workshops/tenancy/index.html @@ -0,0 +1,62 @@ + + + + + + + + + Oracle LiveLabs + + + + + + + + + + + + +
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+ + + + + diff --git a/apps-cloud-adventure-ai/workshops/tenancy/manifest.json b/apps-cloud-adventure-ai/workshops/tenancy/manifest.json new file mode 100644 index 000000000..3cb587843 --- /dev/null +++ b/apps-cloud-adventure-ai/workshops/tenancy/manifest.json @@ -0,0 +1,40 @@ +{ + "workshoptitle": "Cloud Adventure Activity Guide – for the Office of the CIO", + "help": "livelabs-help-oci_us@oracle.com", + "tutorials": [ + { + "title": "Introduction", + "filename": "../../00-introduction/introduction.md" + }, + { + "title": "Demo 1: AI is cool", + "filename": "../../01-security/security.md" + }, + { + "title": "Demo 2: Chat GPT showdown", + "filename": "../../02-configure/configure.md" + }, + { + "title": "Demo 3: AI won't help me win Q1 deals", + "filename": "../../03-extend/extend.md" + }, + { + "title": "Lab 4: If I say AI one more time I will kill myself", + "filename": "../../04-integration/integration.md" + }, + { + "title": "Lab 5: When will AI write my RFPs?", + "filename": "../../05-analytics/analytics.md" + }, + + { + "title": "Need Help?", + "description": "Solutions to Common Problems and Directions for Receiving Live Help", + "filename":"https://oracle-livelabs.github.io/common/labs/need-help/need-help-freetier.md" + } + + ] +} + + + diff --git a/apps-cloud-adventure-cio/00-introduction/images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-cio/00-introduction/images/cloud-adventure-checkpoint-image.png new file mode 100644 index 000000000..08774508a Binary files /dev/null and b/apps-cloud-adventure-cio/00-introduction/images/cloud-adventure-checkpoint-image.png differ diff --git a/apps-cloud-adventure-cio/00-introduction/introduction.md b/apps-cloud-adventure-cio/00-introduction/introduction.md new file mode 100644 index 000000000..0d0effccd --- /dev/null +++ b/apps-cloud-adventure-cio/00-introduction/introduction.md @@ -0,0 +1,29 @@ +# Introduction + +## About this Cloud Adventure + +Are you a SaaS Application Administrator or Analyst? Are you tasked with setting up users, configuring page layouts and approval workflows? Are you responsible for integrations or creating new reports & dashboards? Get hands-on experience to learn and become more efficient on these activities and more! Join us for a two-hour fun filled journey where you will leverage built in tools and capabilities to extend, configure, and integrate Oracle Fusion Cloud Applications. This experience includes application user security, UI configurations, creating extensions, integrations and analytical reports/dashboards. + +Estimated Adventure Time: 2 hours + +### **Objectives** + +This Activity Guide will lead you along the way through a set of Adventure Labs, where you will experience the: +1. Use Security Console to easily manage user access +2. Configure Fusion Cloud Applications (e.g. Role-based Page Layouts, Add Business Rules/Logic) +3. Extend Fusion Cloud Applications (e.g. Create New Extensions, Connect External Services) +4. Experience the power of the integration capabilities of Fusion Cloud +5. Create powerful analytics for business insight + +## Tasks + +Let's create your team name for your cloud adventure! + +[![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:SCMCLOUDADVENTURE) + +## Acknowledgements +* **Author** - Sajid Saleem, Master Principal Sales Consultant, Advanced Technology Services +* **Contributors** - +* **Last Updated By/Date** - Sajid Saleem, September 2024 + + diff --git a/apps-cloud-adventure-cio/01-security/images/SEC_OBJs.png b/apps-cloud-adventure-cio/01-security/images/SEC_OBJs.png new file mode 100644 index 000000000..aaa8dc4ed Binary files /dev/null and b/apps-cloud-adventure-cio/01-security/images/SEC_OBJs.png differ diff --git a/apps-cloud-adventure-cio/01-security/images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-cio/01-security/images/cloud-adventure-checkpoint-image.png new file mode 100644 index 000000000..08774508a Binary files /dev/null and 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This is a fresh and unique way to offer you a chance for hands-on experience of highly differentiated and specifically curated content of numerous vignettes that are typically encountered in accounting and finance. We hope you will enjoy today’s adventure exploring a complete and unified solution for the office of the CFO. + +Estimated Time: 15 minutes + + +### Objectives + +During this adventure, you will perform a time sensitive task of granting permissions to a user. These are the steps you will perform: + + ![Security Objectives](images/image100objs.png) + +At this point, you should be logged into your environment with a username CIO.xx where xx is a two number code assigned to your laptop. + + +## Task 1: Extending Privileges to a User + + +1. Oracle Cloud Applications are delivered with a complete set of roles which control access to application functions and data. + + To add a new privilege to a user, you will need to first copy an existing role. + + > This is the Springboard where you’ll access all features. + + ![Application Springboard](images/image001.png) + + +2. Accessing Security Console + + > Select the **Tools** tab menu.
+ + > Select the **Tools** Select **Security Console**. + + ![Tools Security Console](images/image002.png) + + +3. You’ll be working from this single console for most of the examples today. By default, you are viewing the Roles tab of the console. + + > Security Console - Roles. + + ![Console Top Empty](images/image003.png) + +4. Notice how the search is dynamic and offers available options as you type. + + > In the search field provided at the top, type: **Adventure**.
+ + > Then **click** on the first entry as shown. + + ![Adventure Role Search](images/image004.png) + +5. You can now see a list of the roles which are granted to a user when they are provided with the Accounts Payable Manager. + + > Notice that the table may be exported to Microsoft Excel using the button provided at the top right.
+ + > (Nothing to perform here) + + ![Adventure Role roles](images/image005.png) + +6. Always make changes to a copied role to ensure that your custom configurations are preserved on updates. + + > Tasks associated with the role are available from this pull-down menu. Select **Copy Role**. + + ![Copy Adventure Role a](images/image006.png) + + > Select **Copy top role**.
+ + > Press the **Copy Role** button. + + ![Copy Adventure Role b](images/image007.png) + +8. Notice that you are provided with a list of ordered steps at the top. For this example, we will only provide answers to steps 1, 2 and 7. + + We start by giving our copied role a unique name. + + > Add **your initials and xx Code** to the name of the **role name** and **role code** as shown.
+ + > This will keep your version separate from the other participants, and it will help you find the new role later in this Cloud Journey.
+ + > Press the **Next** button. + + ![Copy Role a](images/image008.png) + +9. Using Function Security Policy, you will add the privileges Brian Bell needs + + > Press the **Add + Function Security Policy** button. + + ![Copy Role 2a](images/image009.png) + +10. You will now find the required policy using the search form. + + > Type **Cancel Supplier Negotiation** in the search field and select the policy. + + ![Copy Role 2b](images/image010.png) + + > Press the **Add Privilege to Role** button + + ![Copy Role 2c](images/image011.png) + +11. Note that the search window did not automatically dismiss. This is done so you can continue to add more policies in this process. + + > Press the **Cancel** button to continue. + + ![Copy Role 2d](images/image012.png) + + +12. Note that the new policy has been added. + + You will skip the next three tasks until you arrive at ‘Users (7)’ in the Copy Role process. + + > **Press the 7 (Users) task at the top of the screen**. + + ![Copy Role 2e](images/image013.png) + +13. Using a similar search tool, you will now search for Brian Bell and provide him with this new role and its associated privileges. + + > Press the **Add User** button. + + ![Copy Role 7a](images/image014.png) + + > Type **Brian.Bell** in the search form then **Select** his name when found.
+ + > Be sure to include the ‘.’ between the first and last name. + + ![Copy Role 7b](images/image015.png) + + > Press the **Add User to Role** button. + + ![Copy Role 7c](images/image016.png) + + +14. Again, the search box remains in case you want to add additional users. + + > Press the **Cancel** button. + + ![Copy Role 7d](images/image017.png) + +15. Brian Bell has been added to this new role + + > Press the **Next** button. + + ![Copy Role 7e](images/image018.png) + +16. Note confirmation that we have added one Security Policy and one user + + > Press the **Submit and Close** button. + + ![Copy Role 7f](images/image019.png) + +17. Last screen confirms new role is added + + Success! + + > Press the **OK** button. + + ![Copy Role 7g](images/image020.png) + + +## Task 2: Compare Roles + +1. Using the compare roles feature, you can quickly identify changes you’ve made compared to the out of the box roles provided by Oracle or other custom roles. + + This section uses your newly created role to do exactly this. + + > From the Security Console, press the **Compare Roles button**. + + ![Compare Roles Launch](images/image021.png) + +2. You will need to enter the name of your new role + + > Press the **Search** ![Search Icon](images/icon01_search.png) icon for the First Role + + ![Compare Roles 1](images/image022.png) + + > Type in your **three initials and XX Code** which you used to name your custom role. + + ![Compare Roles a](images/image023.png) + + > **Select** your custom role + + ![Compare Roles b](images/image024.png) + + > Press the **OK** button. + + ![Compare Roles c](images/image025.png) + + 3. Now you will repeat these steps for the original role + + > Press the **Search** icon for the Second Role + + ![Compare Roles d](images/image026.png) + + > In the search field type **Adventure**.
+ + > **Select** the first entry. + + ![Compare Roles E](images/image027.png) + + > Press the **OK** button. + + ![Compare Roles F](images/image028.png) + + > Press the **Compare** button. + + ![Compare Roles F](images/image029.png) + +4. Immediately you see that Cancel Supplier Negotiation has been added to the first role and does not exist in the second role. + + ![Compare Roles 6](images/image030.png) + + + +5. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + + +## Summary + +Security Console is used to quickly manage user access to the entire Fusion applications suite. + +**You have successfully completed the Activity!** + +## Acknowledgements +* **Author** - Nate Weinsaft, Sales Consultant, Advanced Technology Services +* **Contributors** - +* **Last Updated By/Date** - Nate Weinsaft, September 2024 diff --git a/apps-cloud-adventure-cio/02-configure/configure.md b/apps-cloud-adventure-cio/02-configure/configure.md new file mode 100644 index 000000000..76427cf8e --- /dev/null +++ b/apps-cloud-adventure-cio/02-configure/configure.md @@ -0,0 +1,313 @@ +# Configure + +## Introduction + +Oracle offers hundreds of prebuilt pages, workflows and forms “out of the box” as part of the Oracle Fusion Cloud. Many of our customers want to configure these pages and workflows to meet their specific business needs. You can unify your experience in our applications by using Redwood. + +Oracle Redwood is Oracle Fusion’s new design system that enhances the user experience through a visually stimulating, easy-to-use interface. By uniting customer-inspired design philosophies with industry-leading technology solutions, Oracle Redwood helps companies reduce costs, foster efficiency, revitalize the customer journey, and evolve continuously toward the future. + +In this exercise, you are the Redwood expert for your organization. You will use Redwood, Oracle’s next-generation design system, to quickly and efficiently design a Change Salary Interface for Non-HR mangers. + +Do not forget to answer the Adventure Check Point questions at the end of the exercise! + + +Estimated Time: 15 minutes + + +### Objectives + +In this activity, you will use Redwood to incorporate rules and define content surfaced in the application to tailor the user experience. + +![Configuration Objectives](images/configureobjs.png) + +## Task 1: Enhance the Change Salary Experience + +1. You are the Redwood expert for your organization. You will use Redwood, Oracle’s next-generation design system, to quickly and efficiently design a Change Salary Interface for Non-HR mangers. Change Salary is a dynamic form that allow you to create pages with user information that appears based on conditions you configure. + + You will first navigate to the Change Salary Page. + + > From the application home page, click on the **My Team** tab. + + ![Application Home Page](images/image001.png). + + > Click on **Change Salary** under **Quick Actions**. + + ![My Team Page](images/image002.png) + + > Click on the ![x icon](images/icon011_x.png) **Icon** to remove the Direct Reports Filter because your user does not have any direct reports. This action allows you to see other people. + + ![My Team Page](images/image003.png) + + +2. Now you will enter the Change Salary Form so we can make the required changes using Visual Builder Studio. Now you will select a person so you can enter the Change Salary form. + + > (1) Search for **Barrett Reed** in the search field.
+ + > (2) Select **Barrett Reed** in the drop down.
+ + + ![Change Salary Page](images/image004.png) + +3. You have entered the Change Salary Form. Now you will quickly review the current configuration of the Change Salary Form. + + > Click **Continue**. + + ![Change Salary Page](images/image005.png) + + > (1) Enter a **future date** for **When does the salary will start?**
+ + > (2) Select **Change Salary** for **What is the action name?**
+ + > (3) Select **Career Progression** for **why you are changing the salary for Barrett Reed?**
+ + > (4) Click **Continue** once complete. + + ![Change Salary Page](images/image006.png) + + + + +4. You will now create new rule that hides Annualized Full-Time Salary because it is repetitive. You will also hide Compa-Raito since this is mainly used by HR. You also want to show the action reason in this section of the Change Salary Form. + + ![Change Salary Page 2nd page](images/image007.png) + +5. Now you will enter the Visual Builder Studio. + + > (1) Click on the ![co image](images/icon012_co.png) **Image** in the top right corner of the screen.
+ + > (2) Then select **Edit Page in Visual Builder Studio** from the drop down options. + + ![Change Salary Page 2nd page](images/image008.png) + + The following image appears as Visual Builder Studio is loading. + + ![Select Project](images/image009.png) + + +6. Welcome to Oracle Visual Builder Studio (VB Studio), a robust application development platform that helps your team effectively plan and manage your work throughout all stages of the app dev lifecycle: design, build, test, and deploy. + + Now we will use VB Studio to make the required changes to the Change Salary Form. + + > Click on **Configure Fields and Regions**. + + ![VB Studio](images/image010.png) + + +7. First we will create a new form rule for change salary. + + > Click on the ![plus icon](images/icon015_plus.png) **Icon** to add a new form rule. + + ![Fields and Regions](images/image011.png) + + > (1) Enter **Change Salary Non-HR** in label.
+ + > (2) Click on **Create**. + + ![Fields and Regions](images/image012.png) + + +8. Note that rules are based on a hierarchy. The rules on top supersede the rules below . + + Now we will add the conditions that applies this rule to all non-HR personnel + + + > Click on the **Edit button.** + + ![Fields and Regions](images/image013.png) + + > (1) Click on the middle box that has **contains** in the User Roles Row.
+ + > (2) Select **does not contain** from the drop down options. + + ![Fields and Regions](images/image014.png) + + > (1) Enter the **Human Resource Manager** role in the right most box of the **User Roles** row.
+ + > (2) Select the first **Human Resource Manager** role from the drop down options. + + ![Fields and Regions](images/image015.png) + + **Note:** This configuration displays this version of the Change Salary Form to all people who are not assigned to the Human Resource Manager Role + + +9. Now you want to add and hide fields. + + > Click on the **Drop Down** ![drop down icon](images/icon013_dropdown.png) Icon to the left of Salary to expand the salary section. + + ![Fields and Regions, Conditions](images/image016.png) + + + +10. First you want to the configure the form to hide the **Annualized Full-Time Salary** Field. + + > (1) Click in the Box in the **Hidden Column** for **Annualized Full-Time Salary Field** row.
+ + > (2) Then select **Hidden** from the options that appear. + + ![Fields and Regions, Conditions](images/image017.png) + + +11. Now you want to the configure the form to hide the **Compa-Ratio** field. + + > (1) Click in the Box in the **Hidden Column** for **Compa-Ratio** row.
+ + > (2) Then select **Hidden** from the options that appear. + + ![Fields and Regions, Conditions](images/image018.png) + +12. Now you will configure the form to show the **Action Reason** field. + + > (1) Click in the Box in the **Hidden Column** for **Action Reason** row.
+ + > (2) Then select **Visible** from the options that appear. + + ![Fields and Regions, Conditions](images/image019.png) + + + +13. Please verify that Action Reason is **Visible**, and Annualized Full-Time Salary Field and Compa-Ratio are **Hidden**. + + Now you will add a validation step for the Adjustment Percentage. You do not want users to enter in a Salary Percentage Greater than 15% + + > Click on **Validate Field Values** + + ![Fields and Regions](images/image020.png) + + > Click on **+ Validation** + + ![Validation](images/image021.png) + + > (1) Enter **Adjustment Percentage** in **Label** to name the validation.
+ + > (2) Then Click **Create**. + + ![Validation](images/image022.png) + + +14. Now you will set the conditions for this rule so that the form will not accept any adjustment percentage greater than 15%. + + > Click on **Edit**. + + ![Create Validation](images/image023.png) + + > Click on **+ Condition**. + + ![Create Validation](images/image024.png) + + > (1) Enter **Adjustment Percentage** in the box below Country.
+ + > (2) Then select the first **Adjustment Percentage** under **Salary Details**. + + ![Create Validation](images/image025.png) + + > (1) In the new Adjustment Percentage row you just created, click the **middle box** that says **Equals**.
+ + > (2) Then select **greater than.**. + + ![Create Validation](images/image026.png) + + > Enter **15** in the right most box in the Adjustment Percentage row. + + ![Create Validation](images/image027.png) + + The form will not allow any user to enter an adjustment percentage greater than 15%. + + +15. Now you will configure the error message users will see if they enter in an Adjustment Percentage greater than 15%. + + > (1) Under **Messages**, type in **Adjustment Percentage is too high** in **Summary**.
+ + > (2) Then type in **The Adjustment Percentage must be lower than 15%** in **Detail**. + + ![Create Validation](images/image028.png) + + > Click on **Warning** under **Severity**. + + > Then select **Error** from the drop-down options that appear. + + The error configuration will not allow any user who entered incorrect data to submit the change without fixing the error + + ![Create Validation](images/image030.png) + + + +16. Well done. You have configured a new rule for Non-HR personnel. + + Redwood offers a quick way to review your changes as they appear in the application. + + > (1) Click on the **Preview** ![preview icon](images/icon014_preview.png) icon in the top right of the screen.
+ + > (2) A new window will pop up. + + ![Create Validation](images/image031.png) + +17. You have reentered the Change Salary Form. Let’s review the changes. + + > Click **Continue**. + + ![Change Salary 1](images/image032.png) + + You need to enter the required information before you can move to the next screen. + + > (1) Enter a **future date** for **When does the salary will start?**
+ + > (2) Select **Change Salary** for **What is the action name?**
+ + > (3) Select **Career Progression** for **why you are changing the salary for Barrett Reed?**
+ + > (4) Click **Continue** once complete. + + ![Change Salary Page 2nd page](images/image033.png) + + +18. Note that Annualized Full-Time Salary and Compa-Ratio are no longer visible while Action Reason is now Visible. + + Now we will test the validation for the Adjustment Amount Percentage. + + > Enter an Adjustment Percentage that is greater than 15%. + + ![Change Salary Screen 2](images/image034.png) + +19. The system gives us a warning that the increase in salary is outside the worker’s salary range. You will ignore this warning. + + > Click **Continue.** + + ![Change Salary Screen 2](images/image035.png) + +20. The system will not allow the user to continue because the Adjustment Percentage exceeds 15% due to the field validation we configured. + + ![Change Salary Screen 2 error message](images/image036.png) + + > Click on the **Home** ![home icon](images/icon017_home.png) Icon. + + ![Change Salary Screen 2](images/image037.png) + + + + +21. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Checkpoint](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + + + + +## Summary + +Oracle Redwood is Oracle Fusion’s new design system that enhances the user experience through a visually stimulating, easy-to-use interface. By uniting customer-inspired design philosophies with industry-leading technology solutions, Oracle Redwood helps companies reduce costs, foster efficiency, revitalize the customer journey, and evolve continuously toward the future. + +Oracle Visual Builder Studio (or VB Studio, for short) is an integrated development platform that helps your team effectively plan and manage your work throughout the application's lifecycle. It combines the simplicity of a visual development environment with powerful management tools to streamline application development and deliver modern, innovative user experiences. + +In this example, you used Redwood, Oracle’s next-generation design system, to quickly and efficiently enhance the Change Salary Form. + + +**You have successfully completed the Activity!** + + + +## Acknowledgements +* **Author** - Casey Doody, Sales Consultant, Advanced Technology Services +* **Contributors** - Sajid Saleem, Master Principal Sales Consultant, Advanced Technology Services +* **Last Updated By/Date** - Casey Doody, September 2024 + + diff --git a/apps-cloud-adventure-cio/02-configure/images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-cio/02-configure/images/cloud-adventure-checkpoint-image.png new file mode 100644 index 000000000..08774508a Binary files /dev/null and b/apps-cloud-adventure-cio/02-configure/images/cloud-adventure-checkpoint-image.png differ diff --git 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SaaS Applications + +## Introduction + +In this activity, you will learn how to build a new simplified user interface for specific user populations. + +Estimated Time: 15 minutes + + +### Objectives + +In this lab, you will: + +* Use Visual Builder to build a new Supplier Screen. + +![New Screen Process Flow](images/SupplierScreenOBJs.png) + + +## Task 1: Create a simplified user interface using Redwood Design Patterns and Oracle Visual Builder. + + +1. We will now create a new application screen to allow editing of specific supplier information. Oracle Cloud Applications include an embedded tool called Visual Builder. Visual Builder is the same tool that Oracle uses to develop application screens and it's available for you to create additional screens. These screens can leverage both Oracle Cloud Application data and, if necessary, data from external systems. + + > (1) **Click** on the **‘Configuration’** tab.
+ + > (2) **Click** on the **‘Visual Builder’** tile + + ![Open Visual Builder](images/image101.png) + +2. We have pre-defined a Project. A project collects all the people, tools, and processes you need to complete a unit of work. You can use a project to host source code files, track issues, collaborate on code, and build and deploy your applications. If your team is extending Oracle Cloud Applications, you’ll probably want to set things up so that you have a single project dedicated to work with a single repository for each Application. + + > **Click** on the **‘SupplierModelExtension’** project + + ![open project](images/image102.png) + +3. Workspaces allow you to segregate units of work within a Project. + + > **Click** on the **‘Go to Workspaces’** button + + ![workspace](images/image103.png) + +4. We'll create a new workspace for our simplified supplier screen + + > (1) **Click** on the **‘New’** ![New drop down](images/icon017_dropdown.png) dropdown
+ + > (2) **Select** **‘New Application Extension’** from the resulting dropdown + + ![workspace](images/image104.png) + +5. We'll name our new Extension. + + > (1) **Enter** **‘QuickSupplier#’** in the "'Extension Name'" field.
+ + > (2) **Click** the **‘Create’** button + + ![create extension](images/image105.png) + +6. We're now at the Visual Builder homepage. We can configure existing screens, create new ones, or build whole new applications. We can also leverage REST APIs to access Fusion SaaS Data. Supplier data from Oracle ERP/SCM Cloud, so we'll leverage the embedded integration via REST APIs. + + > (1) **Click** the **‘Services’** ![Services Icon](images/icon018_services.png) icon on the left menu. + + ![add UI Screen](images/image106.png) + +7. We can add services from Oracle Cloud Applications or other accessible data sources. + + > (1) **Click** on the **‘+ Service Connection’** button. + + ![create UI](images/image107.png) + +8. There are multiple ways to reference a service. We'll use the included catalog of Oracle Cloud Application services. + + > **Click** on the **‘Select from Catalog’** tile. + + ![view default screen template](images/image108.png) + +9. Services are available for functionality across the Oracle Cloud Applications. + + > **Click** on the **‘‘Enterprise Resource Planning and Supply Chain’** tile. + + ![manage services](images/image109.png) + +10. We'll use the Supplier Service from the ERP/SCM Catalog. + + > (1) **Enter** ‘Suppliers’ in the 'Supplier Name' field.
+ > (2) Enter ‘Suppliers’ in the ‘Filter Objects/Endpoints’ field.
+ > (3) Click the ‘Checkbox’ next to ‘Suppliers’.
+ > (4) Click the ‘Create’ button.
+ + ![create service connect](images/image110.png) + +11. The resulting screen shows additional configuration options for our supplier service, but we'll just use the default settings. Now we want to start creating our new screen. + + > **Click** on the **‘App UIs’** ![App UIs Icon](images/icon019_apps_uis.png) icon in the left toolbar + + ![select from catalog](images/image111.png) + +12. We're now at the Visual Builder APP UI Screen. We can configure existing screens, create new ones, or build whole new applications. We want to create a new UI screen. + + > **Click** on the **‘+ App UI’** button. + + ![select ERP/SCM](images/image112.png) + + > (1) **Enter** **‘QuickSupplierUI’** in the "'App UI Name'" field.
+ + > (2) **Click** the **‘Create’** button. + + ![get supplier service](images/image113.png) + +13. Visual Builder has automatically created a default UI leveraging the Oracle provided Redwood template. Redwood is Oracle's design methodology and pre-defined templates, and design patterns are included in Visual Builder to allow you to create applications that look and function just like Oracle delivered applications. + + > **Double-Click** the **‘main-start’** object. + + ![create supplier service](images/image114.png) + + +14. Here we see our blank template and a list of some of the provided Redwood design components. We want to start by adding some components to the screen to hold our data. We’ll first add a Panel component. + + > (1) Confirm you’re in the **Components** tab.
+ + > (2) Type **Panel** in the **‘filter’** field.
+ + > (3) Drag **Panel** to first blue section (4) of the page as shown. + + ![create supplier service](images/image115.png) + +15. We’ll now add a Table component to our new Panel. + + > (1) Type **Table** in the **‘filter’** field.
+ > (2) Drag **Table** to first blue section (3) of the page as shown. + + ![add supplier service to screen](images/image116.png) + +16. We now have a table to hold our data. Next, we’ll add the Supplier data from our REST API. We can use the Quick Start feature to help with this task. + + > (1) Click the newly created **Table** region.
+ + > (2) You should now see the Table Properties region appear on the right. + + ![table layout](images/image117.png) + +17. The Quick Start features simply common tasks. We can use the Add Data Quick Start feature to show data from our Supplier REST API. + + > (1) Click the **'Quick Start'** table in the Table Properties area.
+ + > (2) Click the **'Add Data'** tile. + + ![select supplier fields](images/image118.png) + +18. We can see the various Supplier related data available from the Supplier REST API. We’ll just use the Suppliers data for this scenario.8 + > (1) Click **'Suppliers'** to expand the Suppliers region.
+ + > (2) Click **'Suppliers'** tile.
+ + > (3) Click the **Next** button. + + ![finish supplier fields](images/image119.png) + +19. We’ll select a few fields to display on our new screen. We want to use this to allow for quick update of a few pieces of Supplier Data, including Taxpayer ID, Alternate Name and Alias. We’ll select those fields in additional to Supplier and Supplier Number.. + + > (1) Click **'Checkbox'** next to the following fields. You’ll need to scroll the Endpoint Structure for the last 3 fields:
+ - Alias
+ - AlternateName
+ - Supplier
+ - SupplierNumber
+ - TaxpayerId

+ + > (2) Confirm the list of selected fields.
+ + > (3) Click the **Next** button. + + ![widen screen handle](images/image120.png) + +20. We can optionally add additional filter criteria. + + > (1) Note the ability to add additional criteria.
+ + > (2) Click the **Finish** button. + + ![widen screen](images/image121.png) + +21. Notice that the screen auto-queried Supplier Information. We can easily move between Design, Live and Code views of our application. But next, we want the ability to edit data. So, we’ll use the Quick Start again to add an edit page. + + > (1) Confirm that you're on the **Quick Start** tab.
+ + > (2) Click the **Add Edit Page** tile. + + ![edit page quick start](images/image122.png) + +22. We can select the same or different fields for out Edit Page. We’ll just select the same list.. + + > (1) Click **'Checkbox'** next to the following fields. Note that you may need to scroll the list of fields:
+ - Alias
+ - AlternateName
+ - Supplier
+ - SupplierNumber
+ - TaxpayerId

+ + > (2) Confirm the list of selected fields.
+ + > (3) Click the **Finish** button. + + ![edit page quick start](images/image123.png) + +23. Now that we've created our screen, we can test it. + + > Click the **Preview** ![Preview Icon](images/icon016_preview.png) icon on the top right of the screen. + + ![select edit page fields](images/image124.png) + +24. A new browser tab is launched showing our completed application. We now have a fully functioning screen that supports query and update capabilities. + + > (1) Select a **Supplier** to highlight a row.
+ > (2) Click the **Edit Supplier** button. + + ![finish edit page fields](images/image125.png) + +25. We'll update and save a field. Out new screen leverages the security and business rules of the application via the standard REST API. . + + > (1) Enter a value in the **Alternate Name** field. For example, enter "LeeSupp" as the Alternate Name for Lee Supplies.
+ > (2) Click the **Save** button. + + + ![preview](images/image126.png) + + +26. Our Supplier record update is now saved. + + > Note the message that the supplier record was successfully updated. + + ![selected supplier for edit](images/image127.png) + + +27. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! + + [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + + +## Summary + +The two tasks of this Extension adventure introduced you to a few of the capabilities that customers can leverage to extend Oracle Fusion Cloud applications. These features allow you to fine tune your Oracle Fusion Cloud Applications for peak performance, business processes tailored to you requirements, and fast, efficient usage. + +You learned how to extend the applications using Oracle Visual Builder Studio to create new screens that leverage both Oracle and non-Oracle data. You also learned how to setup and defined a Guided Journey, which provides your users with the real-time, inline guidance and information required to complete their tasks. + +You also learned how to leverage 3rd party Generative AI capabilities by leveraging external LLMs directly from the Guided Journey feature of Oracle Fusion Cloud Applications. + +So, check your with you team, double-check your racing harness and get ready for our next Adventure. + + +## Learn More + + +* [Oracle Documentation](http://docs.oracle.com) +* [Extending Oracle Cloud Applications with Visual Builder Studio](https://docs.oracle.com/en/cloud/paas/visual-builder/visualbuilder-building-appui) +* [Overview of Guided Journeys](https://docs.oracle.com/en/cloud/saas/human-resources/24c/faijh/overview-of-guided-journeys.html) +* [Configure User Defined Content Task Type for a Journey](https://docs.oracle.com/en/cloud/saas/human-resources/24c/faijh/configure-user-defined-content-task-type-for-a-journey.html) + +## Acknowledgements +* **Author** - Charlie Moff, Distinguished Sales Consultant, Advanced Technology Services; Stephen Chung, Principal SaaS Cloud Technologist, Advanced Technology Services +* **Contributors** - Sajid Saleem, Master Principal SaaS Cloud Technologist, Advanced Technology Services +* **Last Updated By/Date** - Charlie Moff, September 2024 \ No newline at end of file diff --git a/apps-cloud-adventure-cio/03-extend/images/CautionAboutUserNumbers.png b/apps-cloud-adventure-cio/03-extend/images/CautionAboutUserNumbers.png new file mode 100644 index 000000000..c7c6e1b02 Binary files /dev/null and b/apps-cloud-adventure-cio/03-extend/images/CautionAboutUserNumbers.png differ diff --git a/apps-cloud-adventure-cio/03-extend/images/CautionFlagSmallTransparent.png b/apps-cloud-adventure-cio/03-extend/images/CautionFlagSmallTransparent.png new file mode 100644 index 000000000..8f9177c0e Binary files /dev/null and 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a/apps-cloud-adventure-cio/04-extend-more/extend-more.md b/apps-cloud-adventure-cio/04-extend-more/extend-more.md new file mode 100644 index 000000000..23a0cc992 --- /dev/null +++ b/apps-cloud-adventure-cio/04-extend-more/extend-more.md @@ -0,0 +1,187 @@ +# Extend your SaaS Applications + +## Introduction + +In this activity you will learn how easily extend Fusion SaaS application to include external content to guide users to better decisions. + +Estimated Time: 15 minutes + + +### Objectives + +In this lab, you will: + +* Create a Guided Journey that leverages an external LLM + +![Journey Process Flow](images/llm%20objs01.png) + +[![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + + + +## Task 1: Guided Journeys with User Defined Content + +Guided Journeys allow you to configure business processes to support user tasks by providing guidance, such as additional information, tutorials, company policies, best practices and more. The User Defined Content feature of a Guided Journey Task allows users to define guided journey tasks and connect to a user defined REST API. The user defined REST API can retrieve data from external sources based on the context information passed from the calling user interface. + +As a Pit Crew member and the Oracle SaaS Business Process and Configuration expert for your organization, you’re up to the task. + +**Objectives**
+In this activity you will use HCM Guided Journey Task with User Defined Content and Visual Builder Studio to
+  • Configure HCM Checklist Template with a Guided Journey Task with User Defined Content
+  • Link the Guided Journey Task with User Defined Content with a pre-configured Generative AI endpoint
+  • Configure HCM Compensation Info Page to include the configured Checklist Template
+  • Preview your changes
+ +As you follow along, do not forget to answer the Adventure Check Point questions! + +1. The first step to creating our Guided Gourney is to setup a Checklist Template, which defines the tasks related to our Guided Journey. + + > (1) Enter **Checklist Templates** in the search field at the top of the home page.
+ > (2) Select **Checklist Templates** from the resulting dropdown search results. + + ![Checklist Template](images/image101.png) +
+ +2. The first step is to configure a Checklist Template to include the Guided Journey Task. We’ve already setup Checklist Templates for each Cloud Adventure User, so you'll start by searching for your specific template. + + > (1) Enter **CA_##** in the **search** field, **where ## is your assigned user number**.
+ ![View Caution](images/cautionaboutusernumbers1.png) + + > (2) Click the **Magnifying Glass** ![Magnifying Glass Icon](images/icon011_search.png) icon or press the **Enter** key to execute the search. + + ![View Checklist](images/image102.png) +
+ +3. + + > Click your **Checklist Template name** (e.g. **CA_##**) to open the checklist. + + ![Open Checklist Template](images/image103.png) +
+ +4. You can see the general information for your Checklist. You’re now ready to add a Task. + + > **Click** on the **Tasks** tab. + + ![View Checklist](images/image104.png) +
+ +5. You don’t have any tasks yet, so you can create one. The task is where you will define the connection to the external LLM. + + > (1) Click the ![Plus Icon](images/icon012_Plus.png) icon.
+ + > (2) Click **Create Task** from the resulting popup. + + ![Create Task](images/image105.png) +
+ +6. You can now define your new task and leverage the task type User Defined Content. This will allow you to reference the REST Integration that was discussed at the beginning of the adventure. It will link to a pre-configured Generative AI LLM endpoint. + + > Complete the following fields as shown:
+ >  • Name(1): Type **Get Additional Compensation Info**
+ >  • Task Type(2): Select **User Defined Content** from the dropdown
+ >  • Configuration(3): Select **HCM_GJ_GenAI_OCILlama3_Endpoint** from the dropdown
+ > (4) Click the **Save and Close** button. + + ![Enter Task Info](images/image106.png) +
+ +7. You have successfully configured a new Guided Journey Task with User Defined Content. Now you are ready to include this new change to the Compensation Info UI. + + > Click on **Save and Close** button again to finalize our Task setup. + + ![Enter Task Info](images/image107.png) +
+ +8. The next step is the configuration the Compensation Info UI to leverage your Guided Journey. To do that, you can head back to the home page. + + > Click on the **Home** ![Home Icon](images/icon013_home.png) icon on the top icon bar. + ![Enter Task Info](images/image108.png) +
+ +9. You can configure the Compensation Info page directly from within the application. + + > (1) Enter **Compensation Info** into the **search** field at the top of the page.
+ > (2) Select **Compensation Info** from the resulting **dropdown** list. + + ![Create Task](images/image109.png) +
+ +10. There are no matching workers, so you can unselect Direct reports to broaden our search. + + > Click the ![X Icon](images/icon014_X.png) next to Direct Reports under the search field. + + ![Enter Task Info](images/image110.png) +
+ +11. You can search for a worker and make the configuration directly from their Compensation Info page. Note that even though you’re searching for a specific user, this will be a system-wide configuration. + + > (1) Enter **Emily Heather** in the **Search** field.
+ > (2) Select **Emily Heather** from the resulting **dropdown** list. + + ![Create Task](images/image111.png) +
+ +12. You will now use the embedded Visual Builder Studio tool to configure this page. The configuration will allow you to reference your previously defined Guided Journey and Task. Visual Builder is the tool that Oracle uses to develop Fusion Cloud Application screens. Customers can use these same tools to perform configurations or, as we saw in other adventures, create new screens using the same look and feel as the delivered applications. + + + > (1) Click the **User Photo/User ID icon** on the top right corner of the screen.
+ > (2) Select **Edit Page in Visual Builder Studio** from the resulting dropdown list. + + ![Create Task](images/image112.png) +
+ +13. You’re now in Visual Builder – Express Mode. This allows you to easily configure application screens. In this scenario, you’ll be referencing the Guided Journey/Task that you created earlier. + + > (1) Enter **Salary** in the **Page Properties Filter** field on the right. This will narrow the list of Page Properties available.
+ > (2) Enter **CA_##** in the **CompensationInfoSalaryGuidedJourneyCode** field and press the **Enter** key. Be careful to enter this into the correct field as there are several similar fields available. If you searched as described in Step 1, it’s likely the 1st field listed below the filter. + + ![Create Task](images/image113.png) +
+ +14. You will now see the Get Additional Compensation Info link available on the screen. If you recall, this was the name of the Task we defined earlier and is your link to the User Defined Configuration call to the LLM. + + > Click the **Preview** ![Preview](images/icon016_preview.png) icon in the top right of the screen. + + ![Create Task](images/image114.png) +
+ +15. The Preview should open in a new browser tab. You can now see our screen in Preview Mode. It shows the standard screen layout, but also includes your Guided Journey configuration. Please note that these configurations are automatically maintained during the Oracle Release Update process. These are not Customizations. + + > (1) Click the **Get Additional Compensation Info** link. + + ![Create Task](images/image115.png) +
+ +16. The Guided Journey Task has called your User Defined Content integration. As discussed in the introduction to this adventure, it calls Oracle Integration to gather additional prompt information, such as Position and New York, prior to our Generative AI call to the external LLM. The results are then formatted and displayed as shown. + + > (1) When finished reviewing the result, you can close your browser tabs and exit the Oracle Cloud Application UI. + + ![Create Task](images/image116.png) + +17. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! + + [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + +## Summary + +This Extension adventure introduced you to a few of the capabilities that customers can leverage to extend Oracle Fusion Cloud applications. These features allow you to fine tune your Oracle Fusion Cloud Applications for peak performance, business processes tailored to you requirements, and fast, efficient usage. + + You learned how to setup and defined a Guided Journey, which provies your users with the real-time, inline guidance and information required to complete their tasks. + +You also learned how to leverage 3rd party Generative AI capabilities by leveraging external LLMs directly from the Guided Journey feature of Oracle Fusion Cloud Applications. + +So, check your with you team, double-check your racing harness and get ready for our next Adventure. + + +## Learn More + + +* [Oracle Documentation](http://docs.oracle.com) +* [Overview of Guided Journeys](https://docs.oracle.com/en/cloud/saas/human-resources/24c/faijh/overview-of-guided-journeys.html) +* [Configure User Defined Content Task Type for a Journey](https://docs.oracle.com/en/cloud/saas/human-resources/24c/faijh/configure-user-defined-content-task-type-for-a-journey.html) + +## Acknowledgements +* **Author** - Charlie Moff, Distinguished Sales Consultant, Advanced Technology Services; Stephen Chung, Principal SaaS Cloud Technologist, Advanced Technology Services +* **Contributors** - Sajid Saleem, Master Principal SaaS Cloud Technologist, Advanced Technology Services +* **Last Updated By/Date** - Charlie Moff, September 2024 \ No newline at end of file diff --git a/apps-cloud-adventure-cio/04-extend-more/image.png b/apps-cloud-adventure-cio/04-extend-more/image.png new file mode 100644 index 000000000..ecf1c5a9b Binary files /dev/null and b/apps-cloud-adventure-cio/04-extend-more/image.png differ diff --git a/apps-cloud-adventure-cio/04-extend-more/images/cautionaboutusernumbers1.png b/apps-cloud-adventure-cio/04-extend-more/images/cautionaboutusernumbers1.png new file mode 100644 index 000000000..5f46dd654 Binary files 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capabilities of Fusion Cloud's REST API integration tools for auditing supplier address changes. This adventure is designed to offer a holistic understanding of how these integration tools can facilitate your Oracle Fusion Cloud integration requirements and access to business object data via REST APIs. + +In the office of the Chief Information Officer (CIO), supply chain management is a complex web of interconnected processes. Our goal is to navigate this complexity and equip you with the skills to audit supplier address changes effectively. You'll learn how to leverage the power of Fusion Cloud's REST APIs, a game-changing solution that will revolutionize your operations. + +We've designed this journey to be interactive and engaging. Make sure to answer the Adventure Check Point questions along the way, ensuring you capture the full potential of this experience. These check points are your path to becoming a master auditor, so pay close attention! + +With your adventure hat on and a curious mind, prepare for an exhilarating exploration of Fusion Cloud's REST API integration features. Let's embark on this thrilling journey together! + +As you follow along, do not forget to ask questions if you get stuck and answer the Adventure Check Point questions! + + +Estimated Time: 15 minutes + + +### **Objectives** + +In this activity you will learn the power and ease of integrating Fusion SaaS application with upstream and downstream systems + +![Integration OBJs](images/Integration_OBJs.png) + + +## **Task 1: Use REST API to pull Fusion SaaS Application audit data for use in any external system** + + +1. We’re going to login to Fusion Cloud ERP + + > Navigate to your Oracle Fusion Cloud Demo Environment Instance and sign in with the Username and Password provided + + ![Application login page](images/image001.png) + + ![Stop](images/stop.png) + + **Notice the Hybrid Login capabilities.** + + **Today, we will be logging in with username and password, but most customers elect to use SSO. You can also have hybrid setup.** + + + +2. Let’s navigate to the Suppliers work area to modify a supplier’s address information + + > Click the **Procurement** tab + + ![Application Homepage](images/image002.png) + + > Click the **Show More** button + + ![Procurement View](images/image003.png) + + > Click the **Manage Suppliers** button + + ![Show More View](images/image004.png) + + +3. Next, we’re going to search for the Supplier you’ve been assigned, e.g. “01…” + + > Click in the **Keywords** search bar + + ![Manage Suppliers View](images/image005.png) + + > (1) **Search** for a supplier using the user id number (e.g. 01, 02).
+ + > (2) Click the **Search** button + + ![Keywords search bar](images/image006.png) + + > Click the **Edit** ![Edit Icon](images/icon01_edit.png) button in the ‘Search Results’ area + + ![Search Results](images/image007.png) + + +4. We’re going to navigate to the Supplier’s addresses tab. + + > Click the **Addresses** tab + + ![Suppliers View](images/image008.png) + + > Click the **Edit** ![Edit Icon](images/icon01_edit.png) icon to edit the Supplier’s address + + ![Edit Suppliers View](images/image009.png) + + +5. **Note:** We’ll only edit the Supplier’s second line of address information, i.e. ‘Address Line 2’ text entry field. + + We’re going to add a Suite (e.g. 123) to the Supplier’s address information that was missing before. + + > Click in the **Address Line 2** text entry field + + ![Edit Suppliers View](images/image010.png) + + > Type new address information into **Address Line 2**, e.g. ‘Suite 123’ + + ![Edit Suppliers View](images/image011.png) + + > Click **Save and Close** + + ![Edit Suppliers View](images/image012.png) + + > Click **Submit** + + ![Edit Suppliers View](images/image013.png) + +6. **Note:** We’ve modified our demo environment’s approval workflow for internal supplier profile changes to be automatically approved for demonstration purposes, however this can be configured based on each customer’s business requirements + + > Click **OK** on the resulting confirmation box. + + ![Suppliers View](images/image014.png) + + > Click **Done** + + ![Suppliers View](images/image015.png) + + + +7. Let’s navigate back to the Oracle Fusion Cloud home screen. + + > Click the **Home** ![Home Icon](images/icon02_home.png) button + + ![Suppliers View](images/image016.png) + + + +8. Now, we’re going to discover how we can audit several pieces of information that’s relevant to our cloud adventure today: user access (sign in / sign out) as well as supplier address information changes via REST API integrations. + + > At the home screen, Navigate to **Integration** tab + + ![Home](images/image017.png) + + > Click on **Audit Report REST Endpoints** + + ![Integrations View](images/image018.png) + + ![Stop](images/stop.png) + + **This is an example of a configuration. This tile links out to an external website.** + + **Take note of the detailed documentation. API endpoints, parameters, code examples, use cases, Oracle’s documentation is public and designed to be very useful.** + + +9. Let’s review the REST API endpoints that we can use to review Auditable data that can be extracted from Fusion Cloud. + + ![Audit Report REST Endpoints](images/image019.png) + + > Click on **Get an audit report** under **Audit Report** + + ![Audit Report REST Endpoints](images/image020.png) + + > **Click** the drop-down menu icon **‘Jump to’** and select the **‘Examples’** menu option + + ![Get an audit report](images/image021.png) + + > Scroll down the page, review the first **Example Request Payload** and **Example of Response Body** + + ![API Examples](images/image022.png) + + + +10. Let’s now return to Oracle Fusion Cloud so we can audit the supplier address change we made previously using the Audit REST APIs we’ve just learned about. + + > Navigate back to the Fusion Cloud ERP browser tab. + + ![Application Home](images/image023.png) + + > In the Integration tab: Click on the **API Integration** tile + + ![Integration Tab](images/image024.png) + + ![Stop](images/stop.png) + + **This is another example of a configuration. This tile links out to an external application we’ve designed using Oracle APEX.** + + **This API integration Application is designed to simulate any 3rd party application you might be integrating with.** + + + +11. Now we’re going to use the Audit REST API we just reviewed to extract auditable information from Oracle Fusion Cloud via a custom Oracle APEX application that has been configured to be pre-integrated with our demo environment via Audit REST APIs. + + > Click on **Administration** + + ![API Application Administration](images/image025.png) + + ![Stop](images/stop.png) + + **Notice the embedded link in the Administration screen ‘Cloud Adventure Welcome Site’.** + + **Click this link. Then, Copy the “ERP Instance” text and past in the API Integration Application** + + +12. We’re going to authenticate our integration APEX application with the same ERP instance name and password we used to login into Fusion Cloud + + > Click the embedded link **‘Cloud Adventure Welcome Site’** below ‘Credentials’ + + ![credentials ](images/image026.png) + + > **Scroll down**, and Copy the **‘ERP Instance’** text from the new browser tab **‘Cloud Adventure: Office of the CIO’ Section 4 Integration’** + + ![credentials ](images/image100.png) + + > **Return** to the API Integration Application browser tab
+ + > **Type in** or **Paste** the provided **‘ERP Instance’** and **‘ERP Password’** credentials you just copied from the new browser tab **‘Cloud Adventure: Office of the CIO’ Section ‘4 Integration’** + + + ![credentials ](images/image101.png) + + > Click the **Save** button + + ![credentials ](images/image027.png) + + > Click **OK** when the **Connection is successful** message pop-up is displayed + + ![API Integration Application](images/image028.png) + + +13. After authenticating, we’ll navigate to the Sign on Audit area to review which users have been accessing Fusion Cloud, along with other pertinent audit details. + + > Click the **Hamburger, or triple bar** ![Hamburger Icon](images/icon03_hamburger.png) menu button + + ![credentials](images/image029.png) + + > Click the **Sign on Audit** menu button + + ![credentials](images/image030.png) + + > Click the **Get Sign on Audit Events** button + + ![Sign on Audit](images/image031.png) + + > Review the results of the user access audit REST API GET command + + ![Sign on Audit Results](images/image032.png) + + > Scroll down, Click / Expand the **Demo Flow** drop-down tab + + ![Sign on Audit Results](images/image033.png) + + > Review the Demo Flow for the Sign on Audit REST API + + ![Demo Flow](images/image034.png) + + > Click the **API Details** tab + + ![Demo Flow](images/image035.png) + + > Review a sample of the Sign on Audit REST API, including the endpoint, method, and sample response. + + ![Sample Sign on Audit](images/image036.png) + + +14. Now let’s review Supplier address changes recently made in the corresponding Fusion Cloud business object with the ‘Audit History’ + + > Click the **Audit History** menu button + + ![Audit History](images/image037.png) + + > **Click** the **‘Business Object’** ![Business OBJ drop down](images/icon04_downarrow.png) drop-down menu icon. + + ![Audit History](images/image102.png) + + > **Click** the **‘Supplier Address’** down-down menu option + + ![Audit History](images/image103.png) + + > Click the **Get Audit History** button + + ![Audit History](images/image038.png) + + > Review the results of the user access audit REST API GET command + + ![Audit History Results](images/image039.png) + + > Scroll down, Click / Expand the **‘Demo Flow’ drop-down tab** + + ![Audit History Results](images/image040.png) + + > Review the Demo Flow for the Audit History Audit REST API + + ![Demo Flow](images/image041.png) + + > Click the **API Details** tab + + ![API Details](images/image042.png) + + > Review a sample of the Audit History Audit REST API, including the endpoint, method, and sample response. + + ![API Details](images/image043.png) + + ![Stop](images/STOP.png) + + **Take a second to congratulate yourself. You’ve successfully used the included Oracle Fusion Cloud Integration toolset, specifically REST APIs, to get audit data out of Oracle Cloud and into a 3rd party system.** + + **You can leverage vast, out of the box functionality to manage integrations without vendor assistance. Oracle Fusion Cloud Applications integrate and interoperate with other cloud and on-premises applications using built-in File-based Loader, Spreadsheet Loader, SOAP- and REST-based Web Services, and Data Extract features.** + + +15. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + + +## Summary + +Throughout the Cloud Adventure for the office of the CIO, Integration activity guide, students are immersed in an interactive and engaging +journey into the world of Fusion Cloud's REST API integration features. The primary goal of this instructional adventure was to empower +students with the skills and knowledge necessary to effectively audit both user sign on activity as well as supplier address changes in Fusion +Cloud Supply Chain Management (SCM). Throughout this exploration, they uncovered the potential of Fusion Cloud's integration tools, +enhancing their understanding of supply chain security management integration and auditing processes. + +Within the activity, students embarked on a hands-on exploration, beginning with a login to the Fusion Cloud SCM system. They navigated with +purpose to the Suppliers work area, where they were tasked with modifying a supplier's address information. This interactive modification set +the stage for the upcoming auditing activities. Cloud adventurers then delved into the Integration tab, a powerhouse of auditing capabilities +within the Fusion Cloud platform. Here, they uncovered the 'Audit Report REST Endpoints,' a revelation of the potential to extract valuable +auditable data. With growing curiosity, they scrutinized example request payloads and response bodies, gaining insights into the structure and +content of auditing information. + +The journey of Fusion Cloud integration exploration continued as students applied their newfound knowledge. They returned to the familiar +grounds of the Fusion Cloud and audited the supplier address change they had made earlier. This practical application of REST API integration +theory added a layer of depth to their practical understanding. As the adventure continued, the students ventured into the captivating world of +Oracle APEX application integration, which simulated a 3rd party auditing application for the purposes of this cloud adventure. They skillfully +authenticated their integration APEX application, utilizing the provided cloud adventure environment instance and password. + +With the connection established, adventurers delved deeper, exploring the ‘Sign-on’ Audit area, where they uncovered a treasure trove of user +access details. They reviewed the corresponding REST API, gaining insights into the security and transparency of user access history. The journey +then led them to the 'Audit History' section, a comprehensive record of supplier address changes. Here, they extracted historical data, +witnessing firsthand the power of Fusion Cloud to meticulously track and record business object data modifications. By scrutinizing the demo +flow and API details, students developed a profound understanding of the platform's capabilities and their newfound auditing skills. + +Throughout this immersive adventure, students not only acquired technical proficiency but also cultivated a deep appreciation for the potential +of Fusion Cloud's REST API integration. They learned to navigate the intricate web of supply chain management integration, including how to +audit user sign in activity, supplier address changes, and how to extract critical auditable information. With each step, they transformed from +curious cloud adventurers to seasoned Fusion Cloud auditors, equipped with the knowledge and confidence to continue their Fusion Cloud + +**You have successfully completed the Activity!** + +## Acknowledgements +* **Author** - Jamil Orfali, Senior Sales Consultant, Advanced Technology Services, Kris Holmgren, Senior Sales Consultant, Advanced Technology Services +* **Contributors** - +* **Last Updated By/Date** - Jamil Orfali, September 2024 diff --git a/apps-cloud-adventure-cio/05-analytics/analytics.md b/apps-cloud-adventure-cio/05-analytics/analytics.md new file mode 100644 index 000000000..5619c93f2 --- /dev/null +++ b/apps-cloud-adventure-cio/05-analytics/analytics.md @@ -0,0 +1,177 @@ +# Analytics + +## Introduction + +Oracle Fusion Data Intelligence Platform is a family of prebuilt, cloud native analytics applications for Oracle Cloud Applications that provides line-of-business users with ready-to-use insights to improve decision-making. + +It is a Cloud application that delivers best-practice Key Performance Indicators (KPIs) and deep analyses to help decision-makers run their businesses and individual contributors to operate their businesses. Oracle Fusion Data Intelligence Platform is built on top of Oracle Analytics Cloud and Oracle Autonomous Data Warehouse. This packaged service starts with Oracle Fusion Cloud Applications which you can deploy rapidly, personalize, and extend. The service extracts data from your Oracle Fusion Cloud Applications and and loads it into an instance of Oracle Autonomous Data Warehouse. Business users can then create and customize dashboards in Oracle Analytics Cloud. It empowers business users with industry-leading, AI-powered, self-service analytics capabilities for data preparation, visualization, enterprise reporting, augmented analysis, and natural language processing. + +This activity guide helps business users to investigate and research data, ask relevant questions to understand Trends, Patterns and Outliers. + + + +Estimated Time: 15 minutes + + +### Objectives + +In this activity, you will Create analytics across different lines of business to derive better business insight + +![Analytics OBJs](images/analytics_objs1.png) + +## Task 1: Create analytics across different lines of business to derive better business insight + + + +1. Oracle Fusion Data Intelligence Platform is a family of prebuilt, cloud-native analytics applications for Oracle Cloud Applications that provide line-of-business users with ready-to-use insights to improve decision-making. + + Login to your Fusion Data Intelligence Portal using the URL provided. + + > Open a web browser and enter the URL provided, then on the login screen, type in the Username and Password. Click Sign In. + + ![Login](images/image001.png) + + After a successful login, you will land on the Oracle Analytics home page. + + +2. A finance Watchlist comprising several Tiles is available on the home page. + + One metric that draws my attention is Margin, which is trending low. + + Two attributes that influence Margin are Revenue and Cost. Since revenue seems to be increasing, let's investigate Cost. + + > On the Margin Tile locate the **Open Workbook** ![Open Workbook Icon](images/icon001.png) Icon on the top right corner and click on it. + + ![Analytics home](images/image002.png) + + +3. This action expands the Tile and opens the workbook. + + Let's now set the workbook to design mode so that we can add cost elements. + + > Click on the Edit Icon ![Edit Icon](images/icon002.png) as shown in the image.
+ + Instead of building manually, let's use the Auto Insights feature. + + + > Click on the Auto Insights Icon ![Auto Insights Icon](images/icon003.png) as shown in the image. + + ![Workbook Design Mode](images/image003.png) + + +4. Next, let’s expand the Auto Insights pane for better observability. + + > Click on the Expand / Shrink Icon ![Expand / Shrink Icon ](images/icon004.png) as shown in the image. + + ![Workbook Design Mode](images/image004.png) + + + + +5. The Auto Insights function has crawled the data set and brought expense-related information critical to our analysis. Let’s use the Top 10 Expenses by expense categories. + + > (1) Locate the “Top 10 Expense Categories by Expenses” insight and click the Add Icon ![Add Icon ](images/icon006.png) shown in the image. This will add the Insight to the Canvas.
+ + > (2) Click on the **x** sign to close the Insights pane. + + ![Auto insights view](images/image007.png) + + +6. Now, we can compare margin and cost side by side. + + Payroll expenses emerge as the highest cost. We will delve deeper into payroll expenses to identify their components. + + Our next step involves integrating Human Resources data into our analysis. + + ![Analytics view 1](images/image008.png) + + +7. Combining datasets from multiple “Lines of Business” allows an individual to conduct a deep dive into the actual problems. + + > (1) Expand the HCM Core transactions data set from the Data Panel on the left.
+ + > (2) At the bottom of the Page, click the plus icon ![plus icon](images/icon007.png) to add another Canvas, **Canvas 2**.
+ + > (3) While holding “Shift,” multi-select the Amount and Account columns and drag them onto Canvas 2. + + ![Analytics view 2](images/image009.png) + + > (1) Change the chart to a “Stacked Bar” type to visualize the data better.
+ + > (2) Follow steps 1 and 2 as shown in the picture 10. + + ![Analytics view 3](images/image010.png) + + +8. We need to perform trend analysis to understand when the expense anomaly started occurring and whether it is consistent across all expense types. + + > Drag the **Accounts** column from the Categories section into the Color section. + + ![Analytics view 4](images/image011.png) + + > Next, expand the Fiscal Date folder in the Data Panel, locate the **Month** column, and drag and drop it into the Categories section. + + ![Analytics view 5](images/image012.png) + +9. We can now see expense amounts displayed across time and expense categories. + + On analyzing the trend, it appears that while Base Salary and Wages have remained constant, overtime and contract labor have increased since May. + + Let's explore and find out why overtime and contract labor have increased. + + ![Month by Month View](images/image013.png) + +10. Overtime and Contract labor are typically associated with Turnover. Let's see if it had any impact. + + > (1) Expand the Fiscal Date folder in the Data Panel to locate the **Month** and **Turnover** columns.
+ + > (2) While holding “Ctrl,” multi-select the **Month** and **Turnover** columns and drag them below the current visual. + + ![Analytics view 6](images/image014.png) + + + +11. Another factor that impacts Overtime and Contract labor is employee absences. + + > Drag the **Absences** column from the data panel and drop it in the values section below the **Turnover** column. + + ![Analytics view 7](images/image015.png) + + ![Analytics view 8](images/image016.png) + + +12. This brings all relevant columns onto the canvas. We can now co-relate several attributes and arrive at the correct conclusion. We can now see the pattern clearly. Beginning in March, absences and turnover started increasing, which led to an increase in overtime and the hiring of contract labor. This is ultimately reflected in the books of accounts in Finance. + + + +13. Let’s understand how the trend looks like in the future. We will use the built in Statistical Analysis function like forecast to under the future + + > Right click anywhere in the **Turnover**, **Absences** Chart choose **Add Statistics** then **Forecast** + + ![Analytics view 11](images/image021.png) + +14. With a few simple clicks, you were able to forecast and understand the future trend. + + ![Analytics view 12](images/image022.png) + + + +15. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! + + [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + + + +## Summary + +You discovered how effortlessly Fusion Analytics enables the creation of content and analysis of data. By integrating diverse data sources, you were able to delve deeper from summary information to detailed analysis, uncovering root causes. You then shared your discoveries with a broader audience, making the insights accessible and impactful. + + + +**You have successfully completed the Activity!** + + +## Acknowledgements +* **Author** - Sohel Jeelani, Analytics Solution Engineer, Advanced Technology Services +* **Contributors** - +* **Last Updated By/Date** - Sohel Jeelani, September 2024 diff --git a/apps-cloud-adventure-cio/05-analytics/images/analytics_objs1.png b/apps-cloud-adventure-cio/05-analytics/images/analytics_objs1.png new file mode 100644 index 000000000..137432378 Binary files /dev/null and b/apps-cloud-adventure-cio/05-analytics/images/analytics_objs1.png differ diff --git a/apps-cloud-adventure-cio/05-analytics/images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-cio/05-analytics/images/cloud-adventure-checkpoint-image.png new file mode 100644 index 000000000..08774508a Binary files /dev/null and b/apps-cloud-adventure-cio/05-analytics/images/cloud-adventure-checkpoint-image.png differ diff 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+ + + + + diff --git a/apps-cloud-adventure-cio/workshops/tenancy/manifest.json b/apps-cloud-adventure-cio/workshops/tenancy/manifest.json new file mode 100644 index 000000000..9b8ed1b4b --- /dev/null +++ b/apps-cloud-adventure-cio/workshops/tenancy/manifest.json @@ -0,0 +1,40 @@ +{ + "workshoptitle": "Cloud Adventure Activity Guide – for the Office of the CIO", + "help": "livelabs-help-oci_us@oracle.com", + "tutorials": [ + { + "title": "Introduction", + "filename": "../../00-introduction/introduction.md" + }, + { + "title": "Lab 1: Security", + "filename": "../../01-security/security.md" + }, + { + "title": "Lab 2: Configure", + "filename": "../../02-configure/configure.md" + }, + { + "title": "Lab 3: Extend", + "filename": "../../03-extend/extend.md" + }, + { + "title": "Lab 4: Extend More", + "filename": "../../04-extend-more/extend-more.md" + }, + { + "title": "Lab 5: Analytics", + "filename": "../../05-analytics/analytics.md" + }, + + { + "title": "Need Help?", + "description": "Solutions to Common Problems and Directions for Receiving Live Help", + "filename":"https://oracle-livelabs.github.io/common/labs/need-help/need-help-freetier.md" + } + + ] +} + + + diff --git a/apps-cloud-adventure-scm/00-introduction/images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-scm/00-introduction/images/cloud-adventure-checkpoint-image.png new file mode 100644 index 000000000..08774508a Binary files /dev/null and b/apps-cloud-adventure-scm/00-introduction/images/cloud-adventure-checkpoint-image.png differ diff --git a/apps-cloud-adventure-scm/00-introduction/introduction.md b/apps-cloud-adventure-scm/00-introduction/introduction.md new file mode 100644 index 000000000..09678a32b --- /dev/null +++ b/apps-cloud-adventure-scm/00-introduction/introduction.md @@ -0,0 +1,26 @@ +# Introduction + +## About this Cloud Adventure + +Welcome to Oracle Cloud Adventure for Supply Chain Management (SCM). This hands-on experience of highly differentiated and specifically curated content will guide you through numerous activities that are typically encountered across the suite of SCM functions. + +We hope you will enjoy today’s adventure exploring a complete and unified solution for SCM Professionals. + + +Estimated Adventure Time: 45 minutes + +### Objectives + +This Activity Guide will lead you along the way through a set of Adventure Labs, where you will experience the: +1. Ease of using Oracle Source to Settle solutions. +2. Comprehensive capabilities of an inter-connected procurement system. +3. Simplicity and scalability of creating and managing procurement processes. + +Adventure awaits, click on the picture, show what you know, and rise to the top of the leader board!!! + +Let's create your team name! + +[![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:SCMCLOUDADVENTURE) + + + diff --git a/apps-cloud-adventure-scm/01-global-order-promising/images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-scm/01-global-order-promising/images/cloud-adventure-checkpoint-image.png new file mode 100644 index 000000000..08774508a Binary files /dev/null and b/apps-cloud-adventure-scm/01-global-order-promising/images/cloud-adventure-checkpoint-image.png differ diff --git a/apps-cloud-adventure-scm/01-global-order-promising/images/image001.png b/apps-cloud-adventure-scm/01-global-order-promising/images/image001.png new file mode 100644 index 000000000..76ca3652c Binary files /dev/null and b/apps-cloud-adventure-scm/01-global-order-promising/images/image001.png differ diff --git a/apps-cloud-adventure-scm/01-global-order-promising/images/image002.png b/apps-cloud-adventure-scm/01-global-order-promising/images/image002.png new file mode 100644 index 000000000..3438fa003 Binary files /dev/null and b/apps-cloud-adventure-scm/01-global-order-promising/images/image002.png differ diff --git a/apps-cloud-adventure-scm/01-global-order-promising/images/image003.png b/apps-cloud-adventure-scm/01-global-order-promising/images/image003.png new file mode 100644 index 000000000..7c5189417 Binary files /dev/null and b/apps-cloud-adventure-scm/01-global-order-promising/images/image003.png differ diff --git a/apps-cloud-adventure-scm/01-global-order-promising/images/image004.png b/apps-cloud-adventure-scm/01-global-order-promising/images/image004.png new file mode 100644 index 000000000..1d770174b Binary files /dev/null and b/apps-cloud-adventure-scm/01-global-order-promising/images/image004.png differ diff --git a/apps-cloud-adventure-scm/01-global-order-promising/images/image005.png b/apps-cloud-adventure-scm/01-global-order-promising/images/image005.png new file mode 100644 index 000000000..54cf2ffb2 Binary files /dev/null and b/apps-cloud-adventure-scm/01-global-order-promising/images/image005.png differ diff --git a/apps-cloud-adventure-scm/01-global-order-promising/images/image006.png b/apps-cloud-adventure-scm/01-global-order-promising/images/image006.png new file mode 100644 index 000000000..3aeba841f Binary files /dev/null and b/apps-cloud-adventure-scm/01-global-order-promising/images/image006.png differ diff --git a/apps-cloud-adventure-scm/01-global-order-promising/images/image007.png b/apps-cloud-adventure-scm/01-global-order-promising/images/image007.png new file mode 100644 index 000000000..1f31c57cf Binary files /dev/null and b/apps-cloud-adventure-scm/01-global-order-promising/images/image007.png differ diff --git a/apps-cloud-adventure-scm/01-global-order-promising/images/image008.png b/apps-cloud-adventure-scm/01-global-order-promising/images/image008.png new file mode 100644 index 000000000..e48a6c33f Binary files /dev/null and b/apps-cloud-adventure-scm/01-global-order-promising/images/image008.png differ diff --git a/apps-cloud-adventure-scm/01-global-order-promising/images/image009.png b/apps-cloud-adventure-scm/01-global-order-promising/images/image009.png new file mode 100644 index 000000000..e9069c663 Binary files /dev/null and b/apps-cloud-adventure-scm/01-global-order-promising/images/image009.png differ diff --git a/apps-cloud-adventure-scm/01-global-order-promising/images/image010.png b/apps-cloud-adventure-scm/01-global-order-promising/images/image010.png new file mode 100644 index 000000000..ba3a0a653 Binary files /dev/null and b/apps-cloud-adventure-scm/01-global-order-promising/images/image010.png differ diff --git a/apps-cloud-adventure-scm/01-global-order-promising/images/image011.png b/apps-cloud-adventure-scm/01-global-order-promising/images/image011.png new file mode 100644 index 000000000..cede9e57e Binary files /dev/null and b/apps-cloud-adventure-scm/01-global-order-promising/images/image011.png differ diff --git a/apps-cloud-adventure-scm/01-global-order-promising/promising.md b/apps-cloud-adventure-scm/01-global-order-promising/promising.md new file mode 100644 index 000000000..7b292f51b --- /dev/null +++ b/apps-cloud-adventure-scm/01-global-order-promising/promising.md @@ -0,0 +1,143 @@ +# Connections + +## Introduction + +Welcome to Oracle’s Cloud Adventure. This is a fresh and unique way to offer you a chance for hands-on experience of highly differentiated and specifically curated content of numerous vignettes that are typically encountered Supply Chain Management. We hope you will enjoy today’s adventure exploring a complete and unified solution for the office of the COO. + +As you follow along, do not forget to answer the Adventure Check Point questions! + + +Estimated Time: 10 minutes + + +### Objectives + +In this activity, you will: + +* Use Oracle Global Order Promising’s robust profitable to promise capabilities to commit to Steel Fitness’ request with confidence and successfully fulfill our customer’s needs with the lowest cost available. + + + + + + +## Task 1: Use Oracle Global Order Promising to determine most profitable to promise and on-time delivery options to satisfy customers' needs. + +1. You have recently entered a new Sales Order for which manual scheduling is required. Let’s review our options and ensure that GOP has selected the most cost-effective option. + + > Click on the **Order Management** tab and select **Manage Orders** from the Quick Actions List. + + ![image001](images/image001.png) + + + +2. Manage Orders allows you to search orders based on a multitude of criteria. + + > Enter order number **98450** in the order field and click **Search.** Order 98450 will appear in the **Search Results.** + + ![image002](images/image002.png) + + + +3. Clicking on a sales order will allow you to drill down into the details of the order and interact with it. + + > Click on order number **98450** in the Search Results area. + + ![image003](images/image003.png) + + + +4. All information regarding a Sales Order can be accessed via this screen, including its current state, and all fulfillment details. + + > (1) Click on **Actions.**= + + > (2) Then **Switch to Fulfillment View.** + + ![image004](images/image004.png) + + + +5. The Fulfillment View provides all the relevant details for each line such as inventory details, promising dates, scheduling details, and shipping parameters. Real-time availability checking and order scheduling allows users to quickly investigate delivery exceptions. + + > Click on **Check Availability**. + + ![image005](images/image005.png) + + + +6. The Availability Status indicates the sales order will be delivered on-time! Oracle Cloud Global Order Promising has found sufficient supply to fulfill the order. + + > Review the details and other available options by clicking on **View Availability Options**. + + ![image006](images/image006.png) + + + +7. The Availability Options shows multiple options based on different shipping methods. However, Oracle Cloud Global Order Promising using Profitable to Promise considered the default option with lowest fulfillment cost. + + > **Review the options, and record the cost, shipping date, and shipping method for the most profitable selection.** + + ![image007](images/image007.png) + + + +8. Availability Details will give you a full view into the specifics of the fulfillment process, including all purchases, manufacturing, and transfers that are required. + + > Select the **Current Option** row under Availability Option, click on **Actions**, and then select **Availability Details**. + + ![image008](images/image008.png) + + + +9. The Availability Details pegging information helps Natalie understand how the order can be promised on time. In this example, Global Order Promising reviewed the profitable supply chain network to promise the order. + + > Note that item **ECM37004** was sourced from Liberty Electric, which is not the primary source of the item, but a secondary lest costly option GOP identified based on using Profitable to Promise. + + . + > GOP can be configured to consider several variables when considering profitability. + + ![image009](images/image009.png) + + > Click **Done** to return to the Check Availability screen. + + ![image010](images/image010.png) + + + +10. Our Order Management environment is configured to require that orders be manually scheduled. This process can be automated as well, with full confidence that GOP will select the most profitable fulfillment option based on your company’s specific needs. + + > Click on the **Home** button to return to your landing page. + + ![image011](images/image011.png) + + + +11. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Checkpoint](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:20:::::QN:3) + + + + + + +## Summary + +Order Promising is a critical supply chain process that drives major costs and customer service levels. Every company’s reputation rests on their ability to provide the highest levels of customer service, while their financial viability depends on their ability to determine both reliable and profitable order fulfillment. + +In this example, we used Oracle Global Order Promising’s robust profitable to promise capabilities to commit to Steel Fitness’ request with confidence and successfully fulfill our customer’s needs with the lowest cost available. + +**You have successfully completed the Activity!** + +**For extra credit (and possibly some Oracle swag) please make sure you record the information regarding the option GOP selected, and be prepared to discuss what variables were considered by GOP in making the decision.** + + + + + + +## Acknowledgements +* **Author** - Ben Chromilk, Principal Solution Engineer +* **Contributors** - Betty Jane Madden, Principal Solution Engineer +* **Last Updated By/Date** - Ben Chromilk, July 2024 + diff --git 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b/apps-cloud-adventure-scm/02-subscriptions-management/subscriptionmanagement.md @@ -0,0 +1,131 @@ +# Connections + +## Introduction + +This is a fresh and unique way to offer you a chance for hands-on experience of highly differentiated and specifically curated content of numerous vignettes that are typically encountered Supply Chain Management. We hope you will enjoy today’s adventure exploring a complete and unified solution for the office of the COO. + +As you follow along, do not forget to answer the Adventure Check Point questions! + + +Estimated Time: 5 minutes + + +### Objectives + +In this activity, you will: +* Use Oracle Subscription Management to serve a customer by checking what assets are covered and what they entitlements they have on their warranty. + + + + +## Task 1: Use Oracle Subscription Management to serve a customer. + +1. You sold an asset to an important customer that included a warranty. The customer calls and asks what entitlements they have and which assets are covered. + + > Click on the **Subscription Management** tab and select **Subscription Management** from the Quick Actions List. + + ![image001](images/image001.png) + + + +2. Saved searches allows you to search orders based on a multitude of criteria and save the information you most frequently want to find. + + > Enter subscription number **39026** in the Subscription Number field and click **magnifying glass**. Order 39026 will appear in the **Search Results**. + + ![image002](images/image002.png) + + + + + +3. Clicking on a subscription number will allow you to drill down into the details of the order and interact with it. + + > Click on order number **39026** in the Search Results area. + + ![image003](images/image003.png) + + + +4. All information related to a subscription can be seen on this screen. This includes the customer ship to and bill to information, terms of the contracts, status, etc. + + To see the details of the specific product lines on the contract, select the relevant line. + + > Click on **WARST12**. + + ![image004](images/image004.png) + + + +5. Detailed information related to the subscription line includes terms, billing frequency and invoice preferences, renewal information, and early termination penalties if applicable. + + > Click on **Covered Levels**. + + ![image005](images/image005.png) + + + +6. Here you can see what assets are covered for this customer’s warranty. + + > Review the details of the covered asset by clicking on **the blue hierarchy symbol**. + + ![image006](images/image006.png) + + + +7. Review the covered level asset name, product information, serial number, quantity, and dates. Once finished, return to the prior screen. + + > Click **Done**. + + ![image007](images/image007.png) + + + +8. Next, let’s take a look at what entitlements the customer has for this specific asset. + + > Select **Coverage**. + + ![image008](images/image008.png) + + + +9. Entitlement rules identify how quickly the company will respond to an issue covered under the warranty. It also identified what service activities are covered and the percentage that will be the customer’s responsibility. + + Note the Calendar that provides the service level supported for this asset. + + > Once you have reviewed the entitlement rules, click **Cancel** to return to the main menu. + + ![image009](images/image009.png) + + > Select the **Home** icon to return to the landing page. + + ![image010](images/image010.png) + + + +10. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Checkpoint](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:20:::::QN:7) + + + + +## Summary + +Subscription Management is a critical supply chain process that drives recurring revenue and higher customer service levels. Oracle Subscription Management provides a complete solution to sell subscriptions, services, and usage-based products that include tangible items, such as periodic copier ink delivery, or intangible items, such as complex usage-based software subscriptions. Charge your customers based on how much they consume, with usage collected from any source via a web service. Increase customer lifetime value by improving renewal rates and reducing revenue leakage with the renewal capabilities in Oracle Subscription Management. + +In this example, we used Oracle Subscription Management to serve a customer by checking what assets are covered and what they entitlements they have on their warranty. + +In this example, we used Oracle Warehouse Management’s embedded Mobile App to look up item information. + +**You have successfully completed the Activity!** + + + + + + +## Acknowledgements +* **Author** - Tracy Mengyan, Master Principal Solution Engineer +* **Contributors** - Betty Jane Madden, Principal Solution Engineer +* **Last Updated By/Date** - Tracy Mengyan, July 2024 + diff --git a/apps-cloud-adventure-scm/03-supply-planning/images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-scm/03-supply-planning/images/cloud-adventure-checkpoint-image.png new file mode 100644 index 000000000..08774508a Binary files /dev/null and b/apps-cloud-adventure-scm/03-supply-planning/images/cloud-adventure-checkpoint-image.png differ diff --git a/apps-cloud-adventure-scm/03-supply-planning/images/image001.png b/apps-cloud-adventure-scm/03-supply-planning/images/image001.png new file mode 100644 index 000000000..7e87901bc Binary files /dev/null and b/apps-cloud-adventure-scm/03-supply-planning/images/image001.png differ diff --git a/apps-cloud-adventure-scm/03-supply-planning/images/image002.png b/apps-cloud-adventure-scm/03-supply-planning/images/image002.png new file mode 100644 index 000000000..9484b2726 Binary files /dev/null and b/apps-cloud-adventure-scm/03-supply-planning/images/image002.png differ diff --git a/apps-cloud-adventure-scm/03-supply-planning/images/image003.png b/apps-cloud-adventure-scm/03-supply-planning/images/image003.png new file mode 100644 index 000000000..055d07f53 Binary files /dev/null and b/apps-cloud-adventure-scm/03-supply-planning/images/image003.png differ diff --git a/apps-cloud-adventure-scm/03-supply-planning/images/image004.png b/apps-cloud-adventure-scm/03-supply-planning/images/image004.png new file mode 100644 index 000000000..0327f0d91 Binary files /dev/null and b/apps-cloud-adventure-scm/03-supply-planning/images/image004.png differ diff --git a/apps-cloud-adventure-scm/03-supply-planning/images/image005.png b/apps-cloud-adventure-scm/03-supply-planning/images/image005.png new file mode 100644 index 000000000..5eac56ad4 Binary files /dev/null and b/apps-cloud-adventure-scm/03-supply-planning/images/image005.png differ diff --git a/apps-cloud-adventure-scm/03-supply-planning/images/image006.png b/apps-cloud-adventure-scm/03-supply-planning/images/image006.png new file mode 100644 index 000000000..d4df98e3a Binary files /dev/null and b/apps-cloud-adventure-scm/03-supply-planning/images/image006.png differ diff --git a/apps-cloud-adventure-scm/03-supply-planning/images/image007.png b/apps-cloud-adventure-scm/03-supply-planning/images/image007.png new file mode 100644 index 000000000..e1a869d2a Binary files /dev/null and b/apps-cloud-adventure-scm/03-supply-planning/images/image007.png differ diff --git a/apps-cloud-adventure-scm/03-supply-planning/images/image008.png b/apps-cloud-adventure-scm/03-supply-planning/images/image008.png new file mode 100644 index 000000000..5c8371556 Binary files /dev/null and b/apps-cloud-adventure-scm/03-supply-planning/images/image008.png differ diff --git a/apps-cloud-adventure-scm/03-supply-planning/images/image009.png b/apps-cloud-adventure-scm/03-supply-planning/images/image009.png new file mode 100644 index 000000000..9544cd7ea Binary files /dev/null and b/apps-cloud-adventure-scm/03-supply-planning/images/image009.png differ diff --git a/apps-cloud-adventure-scm/03-supply-planning/images/image010.png b/apps-cloud-adventure-scm/03-supply-planning/images/image010.png new file mode 100644 index 000000000..6e0d51a6c Binary files /dev/null and b/apps-cloud-adventure-scm/03-supply-planning/images/image010.png differ diff --git a/apps-cloud-adventure-scm/03-supply-planning/supplyplanning.md b/apps-cloud-adventure-scm/03-supply-planning/supplyplanning.md new file mode 100644 index 000000000..774177862 --- /dev/null +++ b/apps-cloud-adventure-scm/03-supply-planning/supplyplanning.md @@ -0,0 +1,133 @@ +# Connections + +## Introduction + +Welcome to Oracle’s Cloud Adventure. This is a fresh and unique way to offer you a chance for hands-on experience of highly differentiated and specifically curated content of numerous vignettes that are typically encountered Supply Chain Management. We hope you will enjoy today’s adventure exploring a complete and unified solution for the office of the COO. + +As you follow along, do not forget to answer the Adventure Check Point questions! + + +Estimated Time: 6 minutes + + +### Objectives + +In this activity, you will: +* Use Oracle Supply Planning’s “Planning Advisor” to review Purchasing Lead Time Variances and gain Insights into supplier performance based on historical shipments. The system makes recommendations for Lead Time updates, which can be added to simulation sets for a What-If scenario analysis before accepting the recommendations and making changes accordingly. + + + + + +## Task 1: Use Lead Time Advisor. + +1. You recently noticed your suppliers do not always ship according to their provided Lead Times. + + Let’s review the AI recommendations for Lead Time updates based on historical deliveries. + + > Click on the **Supply Chain Planning** tab and select the **Supply Planning** App. + + ![image001](images/image001.png) + + + +2. SUPPLY PLANNING allows you to plan and manage material and capacity across your plants, distribution centers, suppliers, and contract manufacturer partners in discrete, process, and project-based manufacturing operations. + + > Click **Planning Advisor** to review the system alert. + + ![image002](images/image002.png) + + + +3. Planning Advisor alerts about deviations of purchases items from their planned lead times and provides deeper insights into variance performance at an item level for all suppliers + + > Click on **Purchase Lead Time Variance** in the pop-up window. + + ![image003](images/image003.png) + + + +4. Displayed is a graphical summary of the lead time variances in a Treemap view which show the variances color-coded with in a High to Low significance for the Supplier and Category combination nodes. + + > Hover over the **Documentation & Packing** rectangle to view supplier, category, item count, and average variance percentage. + + ![image004](images/image004.png) + + > Right-Click on **Documentation & Packaging** then drill to **Suppliers** to see details. + + ![image005](images/image005.png) + + + +5. Supply Variances are visible in a table summary of Items with their Supplier, Supplier Site details showing the delivery performance with statistics about the planned vs historical lead time, min and max range of variance, and variance percentage as well as Suggested Lead Time for review. + + > Review the details and **note the item with highest variance percentage.** Select **all items checkbox** and click **View Order Details.** + + ![image006](images/image006.png) + + + +6. Order Details screen provides historical information of purchase orders for the selected item(s) with Order, Shipping, and Receipt dates, etc. + + > Click on **View Chart**. + + ![image007](images/image007.png) + + + +7. The chart gives a graphical representation and more insights into the distribution of orders to understand the shipments that were on time or delayed. + + ![image008](images/image008.png) + + > Examine the variance details of the shipments by **hovering over the plotted chart.** + + When done click **X** to close the chart view. + + ![image009](images/image009.png) + + + +8. The “Planning Advisor” in Supply Planning allows users to review Purchasing Lead Time Variances and gain Insights into supplier performance based on historical shipments. Suggested Lead Time changes can be added to simulation sets for further impact analysis before accepting and making changes accordingly. + + > Click on the **Home** button to return to your landing page. + + ![image010](images/image010.png) + + + +9. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Checkpoint](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:20:::::QN:10) + + + + + +## Summary + +**Oracle Fusion Claud Supply Planning** combines planning supply, production, and inventory into a single application to: +- **Make better decisions—faster** +Identify demand risk and evaluate the impact of demand changes on supply. +- **Balance global demand and supply** +Proactively revise plans to address shortages and overloads based on the latest data from across the supply chain. +- **Align enterprise business segments** +Reduce cost to serve, buffer variability, and stockouts by aligning business segment plans using a common supply network. +- **Honor customer commitments** +Prioritize, simulate, and reschedule open orders based on the latest supply availability. +- **Maximize shop floor throughput** +Develop high-quality, executable intraday factory schedules for your daily supply plans that maximize asset and component utilization. + + +In this example, we used Oracle Supply Planning’s “Planning Advisor” to review Purchasing Lead Time Variances and gain Insights into supplier performance based on historical shipments. The system makes recommendations for Lead Time updates, which can be added to simulation sets for a What-If scenario analysis before accepting the recommendations and making changes accordingly. + +**You have successfully completed the Activity!** + +**For extra credit (and possibly some Oracle swag) please make sure you record the information regarding the Item with highest Lead Time Variance Percentage in the review Item Category Set.** + + + +## Acknowledgements +* **Author** - Ben Chromilk, Principal Solution Engineer +* **Contributors** - Betty Jane Madden, Principal Solution Engineer +* **Last Updated By/Date** - Ben Chromilk, July 2024 + diff --git a/apps-cloud-adventure-scm/04-s2s-sourcing/images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-scm/04-s2s-sourcing/images/cloud-adventure-checkpoint-image.png new file mode 100644 index 000000000..08774508a Binary files /dev/null and b/apps-cloud-adventure-scm/04-s2s-sourcing/images/cloud-adventure-checkpoint-image.png 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We hope you will enjoy today’s adventure exploring a complete and unified solution for the office of the CFO. + +As you follow along, do not forget to answer the Adventure Check Point questions! + + +Estimated Time: 6 minutes + + +### Objectives + +In this activity, you will: +* You need to figure out why the Automatic Award Recommendation has elected not to award EIP Inc. in this negotiation. + + + + +## Task 1: Determine why the Automatic Award Recommendation has elected not to award EIP Inc. in this negotiation. + +1. You will need to go to the negotiations page. + + > Navigate to the **Procurement** tab and select **Negotiations** + + ![Image001](images/image001.png) + + + +2. The negotiations dashboard has Infolets with insights into sourcing programs and activity. This information is drillable to give the user an intuitive experience. You need to drill into Award Completed to analyze the recent sourcing negotiation. + + > In the **My Negotiations** Infolet select the **Award Completed** piece of the pie chart (Purple) + + ![Image002](images/image002.png) + + + +3. You could drill into the negotiation details by clicking the hyperlink on the negotiation number. However, you need to analyze the individual supplier responses, so you need to click the monitor icon. + + > Click the **Monitor** icon for Negotiation 31796 + + ![Image003](images/image003.png) + + + +4. Here is the initial monitor page. There is some analytical information available at the top of the page. This includes the current value, potential savings, and supplier response amounts. + + At the bottom of the page are the suppliers. Five were invited, and three responded. You can see the details to the right. You will notice EIP was ranked first but still wasn’t awarded so you must dive deeper. + + > Select **Actions** drop down in the top ribbon + + ![Image004](images/image004.png) + + + +5. In order to see more information about this negotiation you need to utilize the analytical tools available through Cloud Procurement. To do this, select analyze negotiation from the menu options. + + > First, click **Analyze**. + + Then, select **Analyze Negotiation** from the drop-down menu. + + ![Image005](images/image005.png) + + + +6. Here are more analytics built into the sourcing process. The analysis breaks down the awards by supplier, total savings, and savings by line item. + + ![Image006](images/image006.png) + ![Image007](images/image007.png) + + At the bottom of the page are the suppliers. Five were invited, and three responded. You can see the details to the right. Once again you will notice EIP was ranked first but still wasn’t awarded so you must dive deeper. + + > To highlight all the supplier responses, click the **white space** next to ‘Supplier’ as indicated. + + ![Image008](images/image008.png) + + > Once they are all highlighted in blue, click **Analyze** + + ![Image009](images/image009.png) + + + +7. The table will populate with some of the supplier response data. To see the requirements sections, you will need to expose more fields. + + To expose more fields, simply use the tools to add some response elements to the table. + + > Click **Actions** drop-down, then select **Add or Remove Response Elements** + + ![Image0010](images/image010.png) + + > Click the **double right** icon to add all the requirement response elements to the table. + + ![Image0011](images/image011.png) + + > When all the desired response elements are in the right column click **OK** and the tool will update the table. + + ![Image0012](images/image012.png) + + + +8. Once, the analysis has been run there will be more analytics provided at the top of the page. As you scroll down you will see comprehensive response details for each supplier including the requirement scoring. You will notice that EIP is missing a required certification and therefore they have not been awarded part of this negotiation. To ensure this doesn’t happen again or if you wish to let them re-bid this sourcing negotiation your team must communicate the need for this certification. + + ![Image0013](images/image013.png) + ![Image0014](images/image014.png) + + > Select the **Home** icon in the top ribbon to navigate back to the Procurement springboard. + + ![Image0015](images/image015.png) + + + +9. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:20:::::QN:13) + + + +## Summary + +Sourcing is a comprehensive set of tools designed to facilitate easy negotiation between you and your vendors. + +Easily identify and negotiate goods and services all in one tool. + +Drive better savings by increasing competition between your vendors. + +Shorten cycle times with easy-to-use tools and AI and machine learning built into the process. + + +**You have successfully completed the Activity!** + +## Acknowledgements +* **Author** - Matt Bailey, Staff Solution Engineer +* **Contributors** - Betty Jane Madden, Principal Solution Engineer +* **Last Updated By/Date** - Matt Bailey, March 2024 + diff --git a/apps-cloud-adventure-scm/05-s2s-sqm/images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-scm/05-s2s-sqm/images/cloud-adventure-checkpoint-image.png new file mode 100644 index 000000000..08774508a Binary files /dev/null and b/apps-cloud-adventure-scm/05-s2s-sqm/images/cloud-adventure-checkpoint-image.png differ diff --git a/apps-cloud-adventure-scm/05-s2s-sqm/images/image001.png b/apps-cloud-adventure-scm/05-s2s-sqm/images/image001.png new file mode 100644 index 000000000..be16c7f67 Binary files /dev/null and b/apps-cloud-adventure-scm/05-s2s-sqm/images/image001.png differ diff --git a/apps-cloud-adventure-scm/05-s2s-sqm/images/image002.png b/apps-cloud-adventure-scm/05-s2s-sqm/images/image002.png new file mode 100644 index 000000000..b741b04bd Binary files /dev/null and b/apps-cloud-adventure-scm/05-s2s-sqm/images/image002.png differ diff --git a/apps-cloud-adventure-scm/05-s2s-sqm/images/image003.png b/apps-cloud-adventure-scm/05-s2s-sqm/images/image003.png new file mode 100644 index 000000000..cdfde0970 Binary files /dev/null and b/apps-cloud-adventure-scm/05-s2s-sqm/images/image003.png differ diff --git a/apps-cloud-adventure-scm/05-s2s-sqm/images/image004.png b/apps-cloud-adventure-scm/05-s2s-sqm/images/image004.png new file mode 100644 index 000000000..9efb0a17d Binary files /dev/null and b/apps-cloud-adventure-scm/05-s2s-sqm/images/image004.png differ diff --git a/apps-cloud-adventure-scm/05-s2s-sqm/images/image005.png b/apps-cloud-adventure-scm/05-s2s-sqm/images/image005.png new file mode 100644 index 000000000..b1367b250 Binary files /dev/null and b/apps-cloud-adventure-scm/05-s2s-sqm/images/image005.png differ diff --git a/apps-cloud-adventure-scm/05-s2s-sqm/images/image006.png b/apps-cloud-adventure-scm/05-s2s-sqm/images/image006.png new file mode 100644 index 000000000..62178b000 Binary files /dev/null and b/apps-cloud-adventure-scm/05-s2s-sqm/images/image006.png differ diff --git a/apps-cloud-adventure-scm/05-s2s-sqm/images/image007.png b/apps-cloud-adventure-scm/05-s2s-sqm/images/image007.png new file mode 100644 index 000000000..1cc7b4435 Binary files /dev/null and b/apps-cloud-adventure-scm/05-s2s-sqm/images/image007.png differ diff --git a/apps-cloud-adventure-scm/05-s2s-sqm/images/image008.png b/apps-cloud-adventure-scm/05-s2s-sqm/images/image008.png new file mode 100644 index 000000000..13de0c479 Binary files /dev/null and b/apps-cloud-adventure-scm/05-s2s-sqm/images/image008.png differ diff --git a/apps-cloud-adventure-scm/05-s2s-sqm/images/image009.png b/apps-cloud-adventure-scm/05-s2s-sqm/images/image009.png new file mode 100644 index 000000000..58b6e4492 Binary files /dev/null and b/apps-cloud-adventure-scm/05-s2s-sqm/images/image009.png differ diff --git a/apps-cloud-adventure-scm/05-s2s-sqm/images/image010.png b/apps-cloud-adventure-scm/05-s2s-sqm/images/image010.png new file mode 100644 index 000000000..c80a70934 Binary files /dev/null and b/apps-cloud-adventure-scm/05-s2s-sqm/images/image010.png differ diff --git a/apps-cloud-adventure-scm/05-s2s-sqm/images/image011.png b/apps-cloud-adventure-scm/05-s2s-sqm/images/image011.png new file mode 100644 index 000000000..3ab385b11 Binary files /dev/null and b/apps-cloud-adventure-scm/05-s2s-sqm/images/image011.png differ diff --git a/apps-cloud-adventure-scm/05-s2s-sqm/sqm.md b/apps-cloud-adventure-scm/05-s2s-sqm/sqm.md new file mode 100644 index 000000000..93a6b0bdf --- /dev/null +++ b/apps-cloud-adventure-scm/05-s2s-sqm/sqm.md @@ -0,0 +1,134 @@ +# Connections + +## Introduction + +This is a fresh and unique way to offer you a chance for hands-on experience of highly differentiated and specifically curated content of numerous vignettes that are typically encountered in accounting and finance. We hope you will enjoy today’s adventure exploring a complete and unified solution for the office of the CFO. + +As you follow along, do not forget to answer the Adventure Check Point questions! + + +Estimated Time: 7 minutes + + +### Objectives + +In this activity, you will: +* Change the already existing comprehensive supplier assessment in Supplier Qualification Management (SQM) to make the gathering CSR scoring data from existing and new suppliers mandatory. + + + + +## Task 1: Change the already existing comprehensive supplier assessment in Supplier Qualification Management. + + + +1. In efforts to improve the tracking of ESG data for suppliers, your company has decided to make it mandatory to gather CSR scoring data from existing and new suppliers. You will do this easily by changing the already existing comprehensive supplier assessment in Supplier Qualification Management. + + > Navigate to the **Procurement** tab and select **Supplier Qualification**. + + ![Image001](images/image001.png) + + + +2. You are now looking at the Supplier Qualification Management dashboard, where you can see anything going on with supplier initiatives at any given times. All the data on the dashboard is drillable but for now you are going to use the task menu to the right to access the necessary work area. + + > In the far-right side of the screen select the **Tasks** menu. + + ![Image002](images/image002.png) + + + +3. Corporate has already provided the questions and information suppliers will be required to provide so you just need to add this info to an existing qualification model. + + > Click the **Manage Qualification Models** hyperlink to access the management dashboard. + + ![Image003](images/image003.png) + + + +4. Using comprehensive search and sorting capabilities you can create and save inquiries to find any model you need to work on at any given moment. + + > Select **Supplier Assessment Score** hyperlink under the Qualification Model column. + + ![Image004](images/image004.png) + + Now you need to change the Supplier Assessment Score model. This is the model used as part of the onboarding and/or spend authorization process. + + + +5. When you drill into the model you will be provided all the details of the selected model. This is where you can set up, manage, and change rules and attributes for the qualification model + + > (1) First, review the general information to ensure you are editing the correct model.
+ + > (2) Then, select the **Areas and Outcomes** icon from the left margin. + + ![Image005](images/image006.png) + + + +6. When you navigate to Areas and Outcomes, you can drill into the existing questions all the way down to scoring criteria and requalification rules for each. You will also notice this is where we will rate your supplier base depending on their responses and scores. All this information will also be reportable once collected. + + > Once the Areas and Outcomes screen is open, click on the **Select and Add** icon to add new qualifications to this model. + + ![Image006](images/image005.png) + + + +7. In the Qualifications Areas tools, you can once again use comprehensive search tools to find the correct qualifications to add to your model. Corporate already provided the pre-approved qualification to help save all the various business units time, so you will simply need to locate and add the new section. Users can also create and add new sections ad-hoc given the correct permissions. + + > Under the search criteria look for the new **CSR Scoring** qualification area. + + ![Image007](images/image007.png) + + > Select the new **CSR Scoring Qualification Area** and click **OK** to add it to the existing qualification model. + + ![Image008](images/image008.png) + + + +8. Once the new Qualification Area is added to your model you can review and validate information. Users can also validate and preview what the new model will look like with the new section. + + > Once the new section has been added to the qualification model, you can review all the questions and how they branch by selecting the **Actions** drop-down, then clicking on **View Question Branching** + + ![Image009](images/image009.png) + + + +9. When you review the question branching, you will notice that by adding the CSR Scoring section there are a couple questions that were added to the model. This will ensure that existing suppliers and any new suppliers will all be assessed for their CSR rating. + + After reviewing the questions you will need to go back to the landing page. + + > For our purposes today, click the **Home** button so you can navigate back to the Procurement landing page. + + ![Image010](images/image010.png) + + > You will be prompted to make sure you wish to exit without saving changes. Click **OK** to go back to the landing page without saving. + + ![Image011](images/image011.png) + + + +10. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! + + [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:20:::::QN:16) + + + +## Summary + +Supplier Qualification Management gives you everything you need to ensure compliance and manage vendor relationships. + +Identify and capture all compliance and demographic information you need from your vendors in one place. + +Monitor vendor data constantly and quickly identify and rectify any issues. + +Seamlessly add and manage an ever-changing set of business requirements to ensure you are doing business with the right people. + +**You have successfully completed the Activity!** + + +## Acknowledgements +* **Author** - Matt Bailey, Staff Solution Engineer +* **Contributors** - Betty Jane Madden, Principal Solution Engineer +* **Last Updated By/Date** - Matt Bailey, March 2024 + diff --git a/apps-cloud-adventure-scm/05-warehouse-mngt-mobile-app/warehousemngtmobileapp.md b/apps-cloud-adventure-scm/05-warehouse-mngt-mobile-app/warehousemngtmobileapp.md new file mode 100644 index 000000000..b4d900922 --- /dev/null +++ b/apps-cloud-adventure-scm/05-warehouse-mngt-mobile-app/warehousemngtmobileapp.md @@ -0,0 +1,124 @@ +# Connections + +## Introduction + +This is a fresh and unique way to offer you a chance for hands-on experience of highly differentiated and specifically curated content of numerous vignettes that are typically encountered in accounting and finance. We hope you will enjoy today’s adventure exploring a complete and unified solution for the office of the CFO. + +As you follow along, do not forget to answer the Adventure Check Point questions! + + +Estimated Time: 5 minutes + + +### Objectives + +In this activity, you will: +* Use Oracle Warehouse Management’s embedded Mobile App to look up item information. + + + + +## Task 1: You would like to do an inquiry on an item. + +1. You are a warehouse operator leveraging the barcoding and scanning capabilities embedded into the WMS Cloud application. You would like to do an inquiry on an item. + + > Click on the **Supply Chain Execution** tab and select **WMS** from the Quick Actions List + + ![image001](images/image001.png) + + + +2. With embedded mobility, users can execute transactions by leveraging our Mobile App or other supported RF scanning devices. + + > Click on your user name on the top right corner **SCM_XX** and select **Launch Mobile App.** + + ![image002](images/image002.png) + + > Click on **Mobile App** Link to open the app. + + ![image003](images/image003.png) + + + +3. The inherent Mobile App allows end users to execute transactions using a mobile device with a graphical user interface. Note the menu options the user can select. + + > Click on **Inventory.** + + ![image004](images/image004.png) + + + +4. Various options are presented to the user on the Mobile App including the ability to inquire on item information, LPN (license plate number) information, or execute a cycle count. + + > Click on Item **Inquiry Mobile.** + + ![image005](images/image005.png) + + + +5. Let’s enter the barcode of the item we want to search. Note that this could also be done using a barcode to scan the item number. + + > Enter the item number **AS15141** then click **Search.** + + ![image006](images/image006.png) + + + +6. You can easily see what the item should look like as well as any alternate item numbers. + + > Click **Supremo Wearable Mk2, Black.** + + ![image007](images/image007.png) + + + +7. We can use the Mobile App to view item details such as part relationships, dimensions, and flags that drive decisions. + + > Select drop downs for **Dimensions** and **Flags.** + + ![image008](images/image008.png) + + + +8. Dimensions help identify where an item can be put away. Flags help to determine if items can be mixed with other items or if they can be packed with a wave. Information that helps WMS drive directed movements. + + > Once you have reviewed the Dimensions and Flags, click **X** to close the mobile app. + + ![image009](images/image009.png) + + > Close the browser using the **X** icon to return to the Fusion landing page. + + ![image010](images/image010.png) + + + +9. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Checkpoint](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:20:::::QN:19) + + + + +## Summary + +Oracle Warehouse Management transforms warehouse and inventory management for the new and evolving fulfillment economy. The solution combines the speed and savings of the cloud with best-of-breed fulfillment functionality while giving companies a 360-degree view of their inventory without the high maintenance costs and upgrade trap of traditional solutions. + +Today’s modern warehouse managers aren’t tied to a desk. They need access on the go to critical information to make smart decisions. With Oracle Warehouse Management, mobility is inherent, having been built-in from day one. Managers can view real-time analytics and reporting while users can perform all the essential activities (pick, pack, load, ship/manifest support, kitting, de-kitting, etc.) +to power best-in-class fulfillment operations. + +In this example, we used Oracle Warehouse Management’s embedded Mobile App to look up item information. + +**You have successfully completed the Activity!** + + + > Click the **‘Home’** Icon + + + +**You may now proceed to the next lab.** + +## Acknowledgements +* **Author** - Tracy Mengyan, Master Principal Solution Engineer +* **Contributors** - Betty Jane Madden, Principal Solution Engineer +* **Last Updated By/Date** - Tracy Mengyan, July 2024 + diff --git a/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/cloud-adventure-checkpoint-image.png new file mode 100644 index 000000000..08774508a Binary files /dev/null and b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/cloud-adventure-checkpoint-image.png differ diff --git a/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image001.png b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image001.png new file mode 100644 index 000000000..786b379a2 Binary files /dev/null and b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image001.png differ diff --git a/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image002.png b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image002.png new file mode 100644 index 000000000..03bfe34ca Binary files /dev/null and b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image002.png differ diff --git a/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image003.png b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image003.png new file mode 100644 index 000000000..e05591423 Binary files /dev/null and b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image003.png differ diff --git a/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image004.png b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image004.png new file mode 100644 index 000000000..43c125358 Binary files /dev/null and b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image004.png differ diff --git a/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image005.png b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image005.png new file mode 100644 index 000000000..6d4ee26eb Binary files /dev/null and b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image005.png differ diff --git a/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image006.png b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image006.png new file mode 100644 index 000000000..9579d5c08 Binary files /dev/null and b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image006.png differ diff --git a/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image007.png b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image007.png new file mode 100644 index 000000000..d7fecd99b Binary files /dev/null and b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image007.png differ diff --git a/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image008.png b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image008.png new file mode 100644 index 000000000..f1d58648c Binary files /dev/null and b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image008.png differ diff --git a/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image009.png b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image009.png new file mode 100644 index 000000000..2cd8c5bae Binary files /dev/null and b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image009.png differ diff --git a/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image010.png b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image010.png new file mode 100644 index 000000000..728c10d4d Binary files /dev/null and b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/images/image010.png differ diff --git a/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/warehousemngtmobileapp.md b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/warehousemngtmobileapp.md new file mode 100644 index 000000000..387a64133 --- /dev/null +++ b/apps-cloud-adventure-scm/06-warehouse-mngt-mobile-app/warehousemngtmobileapp.md @@ -0,0 +1,120 @@ +# Connections + +## Introduction + +This is a fresh and unique way to offer you a chance for hands-on experience of highly differentiated and specifically curated content of numerous vignettes that are typically encountered in accounting and finance. We hope you will enjoy today’s adventure exploring a complete and unified solution for the office of the CFO. + +As you follow along, do not forget to answer the Adventure Check Point questions! + + +Estimated Time: 5 minutes + + +### Objectives + +In this activity, you will: +* Use Oracle Warehouse Management’s embedded Mobile App to look up item information. + + + + +## Task 1: You would like to do an inquiry on an item. + +1. You are a warehouse operator leveraging the barcoding and scanning capabilities embedded into the WMS Cloud application. You would like to do an inquiry on an item. + + > Click on the **Supply Chain Execution** tab and select **WMS** from the Quick Actions List + + ![image001](images/image001.png) + + + +2. With embedded mobility, users can execute transactions by leveraging our Mobile App or other supported RF scanning devices. + + > Click on your user name on the top right corner **SCM_XX** and select **Launch Mobile App.** + + ![image002](images/image002.png) + + > Click on **Mobile App** Link to open the app. + + ![image003](images/image003.png) + + + +3. The inherent Mobile App allows end users to execute transactions using a mobile device with a graphical user interface. Note the menu options the user can select. + + > Click on **Inventory.** + + ![image004](images/image004.png) + + + +4. Various options are presented to the user on the Mobile App including the ability to inquire on item information, LPN (license plate number) information, or execute a cycle count. + + > Click on Item **Inquiry Mobile.** + + ![image005](images/image005.png) + + + +5. Let’s enter the barcode of the item we want to search. Note that this could also be done using a barcode to scan the item number. + + > Enter the item number **AS15141** then click **Search.** + + ![image006](images/image006.png) + + + +6. You can easily see what the item should look like as well as any alternate item numbers. + + > Click **Supremo Wearable Mk2, Black.** + + ![image007](images/image007.png) + + + +7. We can use the Mobile App to view item details such as part relationships, dimensions, and flags that drive decisions. + + > Select drop downs for **Dimensions** and **Flags.** + + ![image008](images/image008.png) + + + +8. Dimensions help identify where an item can be put away. Flags help to determine if items can be mixed with other items or if they can be packed with a wave. Information that helps WMS drive directed movements. + + > Once you have reviewed the Dimensions and Flags, click **X** to close the mobile app. + + ![image009](images/image009.png) + + > Close the browser using the **X** icon to return to the Fusion landing page. + + ![image010](images/image010.png) + + + +9. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Checkpoint](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:20:::::QN:19) + + + + +## Summary + +Oracle Warehouse Management transforms warehouse and inventory management for the new and evolving fulfillment economy. The solution combines the speed and savings of the cloud with best-of-breed fulfillment functionality while giving companies a 360-degree view of their inventory without the high maintenance costs and upgrade trap of traditional solutions. + +Today’s modern warehouse managers aren’t tied to a desk. They need access on the go to critical information to make smart decisions. With Oracle Warehouse Management, mobility is inherent, having been built-in from day one. Managers can view real-time analytics and reporting while users can perform all the essential activities (pick, pack, load, ship/manifest support, kitting, de-kitting, etc.) +to power best-in-class fulfillment operations. + +In this example, we used Oracle Warehouse Management’s embedded Mobile App to look up item information. + +**You have successfully completed the Activity!** + + + + +## Acknowledgements +* **Author** - Tracy Mengyan, Master Principal Solution Engineer +* **Contributors** - Betty Jane Madden, Principal Solution Engineer +* **Last Updated By/Date** - Tracy Mengyan, July 2024 + diff --git a/apps-cloud-adventure-scm/07-transportation-mngt/images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-scm/07-transportation-mngt/images/cloud-adventure-checkpoint-image.png new file mode 100644 index 000000000..08774508a Binary files /dev/null and b/apps-cloud-adventure-scm/07-transportation-mngt/images/cloud-adventure-checkpoint-image.png differ diff --git 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This is a fresh and unique way to offer you a chance for hands-on experience of highly differentiated and specifically curated content of numerous vignettes that are typically encountered Supply Chain Management. We hope you will enjoy today’s adventure exploring a complete and unified solution for the office of the COO. + +As you follow along, do not forget to answer the Adventure Check Point questions! + + +Estimated Time: 11 minutes + + +### Objectives + +In this activity, you will: +* Use Oracle Transportation Management’s Operational Planning to review, optimally plan and execute all order types. Utilizing the OTM Workbench, users have access to all pertinent data necessary to review dashboards and perform relevant logistics activities. By leveraging OTM, businesses can achieve improved visibility, increased efficiency, and reduced costs in their logistics operations. + + + + + + +## Task 1: ESG Dashboards and Analytics + +1. Casey changes her role from Admin to Planner so she can focus on the key tasks at hand. + + > Select the down **arrow** to the right of the User Name **DEMO_NEXTGEN_NEXTGEN38_P1**. Select the down arrow in the User Role. Select the role of **PLANNER**. Select **Save and Close**. + + ![image001](images/image001.png) + + + +2. A workbench automatically opens allowing Casey to focus on the task at hand. + + Casey realizes the importance of meeting the company’s ESG goals. She quickly reviews their performance metrics for CO2 and NOx Emissions. + + + > Click on the **ESG tab** in the right panel of the workbench. + + ![image002](images/image002.png) + + + +3. A workbench automatically opens allowing Casey to focus on the task at hand. + + Casey starts by reviewing the operational dashboards to review any exceptions. Upon examination, Casey discovers some new orders have arrived **with different priorities88. + + + > Review the orders by priority in the **Order Releases Tab**, as well as the **Order DV** (Data Visualization) tab. + + ![image003](images/image003.png) + + + +4. **Every group will be provided the name of their order query** + + > **Group XX...** Users will need to use the drop down to change to their query set. + + ![image004](images/image004.png) + + + +5. Casey reviews the new orders listed in the order releases tab. + + Casey can review more information about the order by expanding the tab. + + + > Select the arrow to expand the box. + + When done reviewing - **ReSelect** the arrow to pop the panel back in place. + + + ![image005](images/image005.png) + + + +6. Casey notices one of the orders has a red flashing exclamation point. She reviews the notes that were entered by customer service in ERP, which automatically updated the order in OTM + + > Casey sees there is a note on the priority order. **Double click on the note** and use your arrow keys - left then right - to see the message from Customer Service. + + ![image006](images/image006.png) + + - to understand why this symbol was populated. + + Utilizing the Workbench functionality, Casey can easily get to all the information she needs to do her job. + + Casey reviews the notes and now understands what the customer has requested. + + + +## Task 2: Planners plan 3 orders into a shipment + +1. Casey is ready to run a plan that will determine the best mode, carrier, and route for each of these new orders using Oracle’s industry leading Optimization technology to determine the best way to guarantee the customer meets their on-time requirements. + + > **Click** on the check box in the header row – **this will automatically select all 3 new orders.** + + Select **Actions – Bulk Plan** + + A New Box will pop open labeled Shipment Planning + + **Select** the **OK** bottom at the bottom left. + + ![image007](images/image007.png) + + ![image008](images/image008.png) + + A new window will open showing the details of Shipment Planning/Bulk Plan. + + The plan will start with the **Status of Running**. + + **Hit Refresh** at the bottom left every few seconds until the Status turns to **Completed (see next screen shot)**. + + ![image009](images/image009.png) + + ![image010](images/image010.png) + + + +2. Casey quickly reviews the other bulk plan tabs to ensure all looks good. + + > Click on the Metrics tab and review the results. + + This tab can be closed after review. + + ![image011](images/image011.png) + + + +## Task 3: View Shipment with Load Configuration + + + +1. Back on the workbench, Casey can view the assigned carrier is **SCNN**. She can also view the planned route on the map. + + > **Select** the **Map tab** on the top right panel. + + **Select** any order by clicking anywhere in the row to highlight it (the row will turn light blue). + + The **Related Shipment** will automatically populate in the **Related Shipments** panel below. + + **Select the check box** in the mapping column to add the shipment to the map. + + ![image013](images/image013.png) + + + +2. Casey also knows that based on their configuration in OTM, the application will automatically ensure that high priority orders will be positioned based on their importance. The optimization creates a 3D visual representation of the load that allows the warehouse to efficiently load the truck based on the order priority. Casey reviews the visualization and is happy to see that OTM recognized that the high priority order is placed closest to the door – ready for the customer to easily unload the critical item that confirms Casey’s customer can continue production without interruption. + + > **Select** the **Load Config** tab on **the top right panel**. + + **Highlight** the shipment by clicking anywhere in the row. + + ![image014](images/image014.png) + + + > **Change** the **Color Scheme** to **Priority**. + + Users have the ability edit the configuration by clicking on the pencil. + + ![image015](images/image015.png) + +3. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Checkpoint](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:20:::::QN:22) + + + + +## Summary + +In the old days, Casey would have had to review each of the outbound shipments, find the deliveries on the floor, ask the warehouse loader to find the box and see if it will fit at the end of the truck. Casey is happy that OTM did all the heavy lifting for her allowing Casey to spend time on more strategic tasks like how the company is performing toward the company’s ESG goals. Casey can easily view this information by selecting one of the Data Visualization tabs in the Control Tower Workbench. + +**You have successfully completed the Activity!** + + + + + + +## Acknowledgements +* **Author** - Rebecca Hoffman, Principal Solution Engineer +* **Contributors** - Betty Jane Madden, Principal Solution Engineer +* **Last Updated By/Date** - Rebecca Hoffman, July 2024 + diff --git a/apps-cloud-adventure-scm/gen-images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-scm/gen-images/cloud-adventure-checkpoint-image.png new file mode 100644 index 000000000..08774508a Binary files /dev/null and b/apps-cloud-adventure-scm/gen-images/cloud-adventure-checkpoint-image.png differ diff --git a/apps-cloud-adventure-scm/workshops/tenancy/index.html b/apps-cloud-adventure-scm/workshops/tenancy/index.html new file mode 100644 index 000000000..6acdb69d1 --- /dev/null +++ b/apps-cloud-adventure-scm/workshops/tenancy/index.html @@ -0,0 +1,62 @@ + + + + + + + + + Oracle LiveLabs + + + + + + + + + + + + +
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+ + + + + diff --git a/apps-cloud-adventure-scm/workshops/tenancy/manifest.json b/apps-cloud-adventure-scm/workshops/tenancy/manifest.json new file mode 100644 index 000000000..cbb327c3f --- /dev/null +++ b/apps-cloud-adventure-scm/workshops/tenancy/manifest.json @@ -0,0 +1,49 @@ +{ + "workshoptitle": "Cloud Adventure Activity Guide – for SCM", + "help": "livelabs-help-oci_us@oracle.com", + "tutorials": [ + { + "title": "Introduction", + "filename": "../../00-introduction/introduction.md" + }, + { + "title": "Lab 1: Global Order Promising", + "filename": "../../01-global-order-promising/promising.md" + }, + { + "title": "Lab 2: Subscription Management", + "filename": "../../02-subscriptions-management/subscriptionmanagement.md" + }, + { + "title": "Lab 3: Supply Planning", + "filename": "../../03-supply-planning/supplyplanning.md" + }, + { + "title": "Lab 4: Source to Settle - Sourcing", + "filename": "../../04-s2s-sourcing/sourcing.md" + }, + { + "title": "Lab 5: Source to Settle - Supplier Qualification Management", + "filename": "../../05-s2s-sqm/sqm.md" + }, + { + "title": "Lab 6: Warehouse Management - Mobile App", + "filename": "../../06-warehouse-mngt-mobile-app/warehousemngtmobileapp.md" + }, + { + "title": "Lab 7: Transportation Management", + "filename": "../../07-transportation-mngt/transportationmngt.md" + + + }, + { + "title": "Need Help?", + "description": "Solutions to Common Problems and Directions for Receiving Live Help", + "filename":"https://oracle-livelabs.github.io/common/labs/need-help/need-help-freetier.md" + } + + ] +} + + +