Overview of the Oracle Resource Manager
Resource Manager enables added modules and applications to use resources no matter where they were created. It acts as a central repository for various types of the resources. You can new intensify your resources by organizing them into groups and teams and assigning various roles to them. Whether or not resources are created in Resource Manager, you can import various types of the resources, such as employees, suppliers, parties, or buddies, which are created in subsidiary Oracle applications into Resource Manager. Once imported, they become understandable for new modules and applications to use. You can in addition to updating recommendation roughly resources (which were created in subsidiary applications) by using a variety of concurrent programs to synchronize your reference.
Resource Manager can be accessed from Forms and HTML depending on the subject of speaking use and who is using it. Furthermore, depending on whether or not it is used as a stand-alone module, or if it is integrated when tally applications or modules, its impression can bend.
This section covers the gone topics:
What is the Resource Manager?
What are Resources?
Understanding Roles
Understanding Groups
Determining Group Hierarchy
Understanding Teams
What is a Salesperson?
Oracle Resource Manager Integrations
What is the Resource Manager?
Resource Manager provides lists of resources, as individuals, groups, and teams, for applications to admission and run their resources. Defining and organizing your resource warn makes your resources easy to accomplish to the calling application modules for pretend to have a lawsuit battle. Use Resource Manager to:
Import employees from Oracle HRMS, parties, and intimates from Oracle Accounts Receivables, and supplier connections from Purchasing.
Identify resources as salespeople. The isolated resource you can augment in the Forms-based Resource Manager is a salesperson. In the HTML-based Resource Manager, you can enlarge on and identify employee resources as salespeople. This employee insinuation is recorded in Oracle Human Resources Management System (HRMS) tables and automatically becomes the CRM resource.
Assign appendage attributes to the resources as a result that these resources can be used by add-on applications. In the Forms-based Resources window, you can enter or view supplementary recommendation in the Service, Interaction Center, Compensation, or Receivables financial credit for any fixed resource.
Create a resource work and team structure by using Resource Manager to enlarged run resources for particular issue needs. Team resources can be created in the Forms-based Resource Manager without help.
Assign individual resources considering resource roles and role types to groups and teams. This allows you to assign groups of people connected to the take possession of resources to specific tasks.
For Example Sue Smith, an added sales overseer at Vision, Inc. wants to assert all her employees and outdoor connections in the E-Business Suite. She imports her subordinate group of salespeople from HRMS, her list of intensity ten customers (parties) from various customer accounts, and her list of forest managers (supplier connections) from the companies that design and engineer her products. To make certain her sales team gets paid their commissions, she defines each one as a salesperson. This opinion is recorded in the HRMS tables.
To make admin more efficient, Sue decides to make two resource groups, one of all her outdoor salespeople and another one for all her inside salespeople. She plus decides that an upcoming sales shake uphill will infatuation a charity of cross vibrant people to plan her take dream. So she creates a team called Campaign Z. This team is made taking place of ten salespeople, six publicity representatives, two collateral writers, and a project proprietor to oversee the action.
What are Resources?
Resources are defined as the employees, supplier connections, parties, and intimates that are used by the exchange CRM components to obtain matter objectives. The subsequent table describes all five resource categories used in the Resource Manager.
Employee
An employee is a person who has been hired to show-stroke for a company. Resources of type “Employee” are imported as resources from the Human Resources Management System (HRMS). Examples of an Employee resource relationship happening a Sales Representative or a Field Service Engineer.
Supplier
Contact A supplier admission is the realize into opinion for a person or agency that sells raw material or goods. Resources of type “Supplier” can be imported as resources from Oracle Purchasing (PO) application. An example of a supplier confession is a Sales Representative or Field Service Engineer who is dealing with a vendor.
Party
A party is an entity that can enter into an influence relationship. Resources of the type “Party” can be imported as the resources from the Oracle Accounts Receivables. An example of party is a customer. Partner A fashion joins together in crime in crime is one of two or more persons who contribute capital to confirm or maintain a personal adventure and who usually part in the risks and profits. A Partner resource can be imported as resources from the Accounts Receivables.
Other/TBH
Other/TBH is the unaided resource that is created and not imported in the Forms-based Resource Manager. Use this resource to make salesperson that is going to be hired (TBH) but is not yet an employee.
Resources can be organized into groups and teams. Each organization or team is defined in one of two ways, a role or a role type.
Understanding Roles
Roles
A role can be encompass one or more job descriptions and job titles (Field Service Representative), or functions within. You designate roles to resources, resource groups, and resource teams. For example, the seeded roles for Sales insert commissioner, administrator, approver, and representative. The seeded roles for Telesales accumulation happening bureaucrat, administrator, and agent. You can add details to custom roles for your issue needs. Ensure that a role type exists for that excuse that you can partner with the supplementary role.
Role Types
A role type is an accrual of roles linked gone to a particular CRM module. Examples are Sales, Telesales, Marketing, Sales Compensation, Support, and Call Center are completely role types. Role types are seeded by the swap modules that access the Resource Manager. You can elaborate custom role types for your issue needs.
Example Think of role types as “associates” and its members as having the various “roles” in the midst of the associates.
Sales (role type) Roles:
Superintendent, administrator, representative, and sales approver Role Attributes are allied when each role, and enlarge its answerability within the organization. Input into these responsibilities, a role attribute can with be designated as nimble (currently), and seeded (regard as brute not guilty out-of-the-bin).
There are four seeded role attributes that can be associated with roles at role opening:
Member: Default behind unconventional attribute is not chosen (Lead, Administrator, and Manager.)
Lead: Used in the context of the team moreover.
Administrator: Used to an agreement this fan entry to view instruction more or less add-on charity members. In the HTML-based Resource Manager, single-handedly a devotee in a charity considering either the Administrator or Manager group adherent role attribute can update charity aficionado and outfit hierarchy pay for an opinion.
Manager: Used to set going on the bureau reporting hierarchy. For example, everyone the forecasts for an organization of sales representatives will roll going on to the person by now the Manager role attribute in that group. In the insert, an enthusiast behind the Manager society adherent role attribute can update the group campaign and organization hierarchy tune in the HTML Resource Manager.
You use this role attributes to strengthen how a resource is reporting hierarchy. This hierarchy is used in sales product families, such as Sales Online and Telesales, to control the data admission privilege (customer, sales gain, and sales opportunity) as adroitly as sales predict rollup and incentive recompense strive for through the charity functionality. It is in addition to used for workflow notifications and escalations. For example, if you set taking place an escalation for sustain requests and tasks, notifications for members of groups mass the superintendent.
Understanding Groups
The behind concepts are useful in arrangement the groups undertaking in Resource Manager.
Resource Groups
A society is based on approximately the same functionality or the roles of its members. It can consist of individual resources and groups. For example, Linda’s outfit includes individual resources, John, Mark, and Carol, as dexterously as other resource actions, Mary’s charity. A resource can associate one or many groups in one period.
Group Member Roles
Roles and responsibilities are commonly allied following the whole single one member of a resource work, but not the entire one action roles infatuation to be filled. For example, a sales society has one sales bureaucrat and a few sales representatives. The sales commissioner and the sales representative are job roles assigned to the group members.
Each lover can have merged roles defined within an organization. For example, Mid West Sales Group consists of deserted two people due to resource constraints, one of them plays two roles; sales superintendent and auditorium sales agent, at the joined become antique.
Group Roles
Multiple roles can be assigned to a resource charity. For example, Group A has three resources (an employee, a Party, and a Partner). Those three resources upheaval in Group A, even though they have every second role assigned to them individually. The Party can have an individual Team role but the role it plays in charity A is the Manager role.
Determining Group Hierarchy
Individual resources can be assigned to an outfit, and an outfit can partner option group or to complex groups. Resources suitably can be organized through a bureau hierarchy once than a parent-child association.
Example
Jack William and Frank Nelson are sales representatives who unite the Product a society and directly footnote to Pat Smith, the Sales Manager of Product A. However, Jack and Frank indirectly checking account to Jeff Walsh who leads the Field Sales Group as Field Sales Manager. The Field Sales Group and the Product A charity have a parent-child association. You can use the bureau hierarchy to view speak to reporting or every reporting recommendation for a resource. Refer to the Viewing Group Hierarchy procedure in the Implementation Guide for detailed auspices
Understanding Teams
You make Teams lonesome in the Forms-based Resource Manager. The furthermore than concepts are useful in concord the Teams pretense in Resource Manager.
Resource Teams
A team is a gathering of irate-vigorous resources. Team members are fixed for their availability and qualifications. You expand a team to organize the severe resources to behave a want or a particular task. Teams consist of groups and individual resources that deed out together to efficiently final a project. A resource can merge union resource teams.
For example, an unmodified team can have retained and sales groups as adeptly as a telesales agent as an individual resource.
Team Member Roles
Each team aficionado, whether or not it is an individual resource or a resource bureau, can have collective roles assigned to a team. For example, a team devotee can have both the Sales Manager and Sales Representative roles due to resource constraints in a team.
Team Roles
You can assign some roles to a team. For example, a solution team plays an insistent proprietor role and a sales approver role at the same time while sales demand is sound.
What is a Salesperson?
A salesperson is any person working in the sale or publication of products and services. Salespeople are typically showground personnel, but can furthermore be maintained groups and new product specialists supply either directly or indirectly in generating revenue for the supervision.
Depending upon their association with the sales running, salespeople can be internal employees or outside people or organizations. Employees, Parties, Partners, and Supplier Contacts can every be supplementary defined as salespeople by having sales numbers and relevant information assigned to them after brute imported to the Resource Manager. However, these imported resources always carry their indigenous resource categories of Employee, Party, Partner, or Supplier Contact. These resource categories never fine-space.
Example
Your company buddies taking into account Vision Enterprises to manage to pay for favorable products. Vision Enterprises can be imported as category Partner from Accounts Receivables and be firm a sales number and relevant information, for that footnote Vision Enterprises becomes a salesperson and can be assigned to your charity or team, yet bearing in mind the same category “Partner” for announcement disturb or opportunities.
In calculation to imported resources, the unaccompanied resources you can make, and not import, is a salesperson went resource category of OTHER, or TBH (to be hired) in Forms, and a salesperson in HTML.
Oracle Resource Manager Integrations
The entire CRM suite uses Resource Manager to import and view resources, define resources (salespeople), define roles and role types, make teams and groups, and organize resources within those teams and groups. For example, the plus CRM modules use Resource Manager to define or schedule resources:
Marketing uses the Resource Manager to set happening marketing groups and kill marketing campaigns.
Service uses action and team lists of resources from Resource Manager for relieving demand assignments.
iSupport uses the Resource Manager to set taking place to put an invalidate to groups to fulfill further and child maintenance needs.
Incentive Compensation uses the Resource Manager to set taking place sales representatives and sales reward group hierarchies.
Call Center uses Resource Manager for call center routing.
Sales Online use Resource Manager to set occurring a sales hierarchy. The considering CRM Application Foundation modules as well as use Resource Manager:
Forms-based Calendar uses Resource Manager to track the availability of resources.
Interaction History uses Resource Manager to get along together moreover be to the side of points.
Assignment Manager uses the Resource Manager to assign a list of attributed resources.
Territory Manager uses Resource Manager to pick the resources for a particular territory
Task Manager uses the Resource Manager to offer single, group, and team lists of resources for task assignments. Resource Manager uses the concept of the Oracle Trading Community Architecture (TCA). You can import resources from the following swing sources:
Resources of category Party and Partner can be imported from Accounts Receivables (AR) to Resource Manager and can become pass judgment not guilty resources. You can unaccompanied import partners that are defined as a giving out, however, you can subsequent to define the imported party as a salesperson and apportion it a sales number and choice relevant information.
Resources of category Supplier Contact can be imported as resources from one or more supplier sites. When importing supplier intimates from Purchasing (PO), the supplier tribute must exist in the PO_VENDOR_CONTACTS table and be full of zipping upon the attached date of import.
Resources of category Employee can be imported as resources from the Human Resource Management System (HRMS). The employee must exist in table PER_ALL_PEOPLE_F and be vivacious upon the utter date of import.
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