Saved Queries/Conditions

Saved Queries in OTM help to query specific records in a screen or add some conditions to your custom logic while creating an Agent, etc. They can be used in multiple other OTM features like recurring processes, business monitors etc.

Below steps show how …

Agents - Frequently Used Actions

DIRECT SQL UPDATE

This is very useful action in writing a DML statement or to call an PLSQL procedure.

While using the Action, there are specific formats for DML statements or calling Procedures:

Insert Statement format:

INSERT INTO order_release_refnum …

Agents - Sample Agent Creation Steps

Agents in OTM are workflow processes that listen to specific events happening in the system and trigger actions. These are similar to database triggers that trigger code based on DML events occurring in the database layer.

Let us try to understand more …

Agents - Agent Event Restrictions

In Agents, “Event Restrictions” give us more control on what type of transactions agent should be triggered and also perform some pre- transaction commit validations(if required) on inbound XML transactions.

We can access this by clicking the …

Agent Gates

Navigation: Business Process Automation > Power Data > Event Management > Agent Gates

Agent Gates can be used to add custom conditions via saved query to control standard OTM events/worfklows. Agent Gates work at domain level.

Validation can be …

Business Monitors

The Business Monitor as the name suggests is designed to monitor critical business functions associated to the role or specific user. For example, if a planner wants to review bulk plan failed orders, define a query identify such orders and a screen to …

Business Numbers

Navigation: Business Process Automation > Power Data > Business Numbers > Business Number Rule

OTM provides default XID sequences for all the business objects likes order bases, order releases, shipments, invoices, etc. However if we need to …

Report Development - Sample Report

Note: This post is applicable for OTM ver 6.x - Query and Format template based reports.

In OTM, you can develop a report with basic knowledge of SQL, PLSQL and Oracle BI Publisher. Reports Developer need to install Oracle BI Publisher Desktop version from …

Emailing Reports to Users on a Business Event

There can be requirements where we want to send report as attachment to a user. We can configure that with below steps in OTM.

In this example, suppose that we want to generate a custom report after shipment tender is accepted and send this report to …

Report Workspaces

If you want to restrict users to run or view only specific reports, you can use Report Workspace feature in OTM.

You can restrict a list of reports to a particular user or user role by following below steps:

Step1: Configuration and Administration > …