Contents Overview 1 Lesson: Introduction to Processing Orders 2 Lesson: Designing a Solution to Receive Purchase Orders 7 Lesson: Designing a Solution to Process Purchase Orders 20 Lesson: Implementing an Order Processing Solution Using AFS 32 Summary: Processing Orders 36 Review 37 Lab A: Receiving and Processing Purchase Orders 39 Module 5: Processing Orders Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, e-mail address, logo, person, place or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. 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The names of actual companies and products mentioned herein may be the trademarks of their respective owners. Module 5: Processing Orders iii Instructor Notes This module introduces students to the process of accepting and fulfilling orders for products or services. Students will learn how to use Microsoft ® Commerce Server 2000, Microsoft BizTalk ™ Server 2000, and Microsoft BizTalk Accelerator for Suppliers (AFS) to enable their organizations to automate and manage their purchase order workflows. After completing this module, students will be able to: ! Describe the process of receiving and processing purchase orders. ! Design a solution for receiving purchase orders by using Commerce Server and BizTalk Server. ! Design a solution for processing purchase orders by using Commerce Server and BizTalk Server. ! Implement a business-to-business B2B integration solution by using AFS. To teach this module, you need the following materials: ! Microsoft PowerPoint ® file 2420A_05.ppt ! Module 5 demonstration, Using BizTalk Server Orchestration Services in Order Processing, 2420A_05d005.avi To prepare for this module: ! Read all of the materials for this module. ! Read the Microsoft e-procurement case study. ! Read the white paper, Integrating Third-Party ERP Systems with Microsoft Commerce Server 2000 Applications, under Additional Reading on the Web page on the Student Materials compact disc. ! Read the white paper, Orchestrating Business Processes with Microsoft BizTalk Server 2000, under Additional Reading on the Web page on the Student Materials compact disc. ! Preview the Module 5 demonstration, Using BizTalk Server Orchestration Services in Order Processing, 2420A_05d005.avi. Presentation: 75 minutes Lab: 45 minutes Required materials Preparation tasks iv Module 5: Processing Orders How to Teach This Module This section contains information that will help you teach this module. Lesson: Introduction to Processing Orders This lesson introduces students to the steps in an order processing workflow and the Microsoft applications that contribute to an order processing solution. Some of these concepts may be review for your students. If so, present this lesson quickly. Emphasize that the steps of order processing may be very similar in paper-based transactions and B2B integration solutions. Because Module 5 is the halfway point of the course, consider showing the Module 1 demonstration, How Trading Partner Integration Works, to illustrate where you are in the integration process. Lesson: Designing a Solution to Receive Purchase Orders This lesson introduces students to the process of receiving and validating purchase orders from trading partners in a secure manner. Tell students that this lesson marks a change in the technical depth of the course. The materials in the next three lessons are increasingly complex and will require instructor expertise. The following information is specific to individual pages in this lesson. Discuss when to use BizTalk Server and when to use Commerce Server. Although several possible receiving methods exist, emphasize that an organization must select a method to receive purchase orders that its trading partner supports and that meets its own security and reliability requirements. Ensure that students understand the difference between schema validation and business logic validation. Emphasize that students must complete both types of validation before processing a purchase order. Lesson: Designing a Solution to Process Purchase Orders This lesson introduces students to the process of fulfilling electronic purchase orders. Emphasize the importance of assessing current workflows, identifying business and technical requirements, and evaluating the integration of other business systems. Other business systems means back-end systems. It is impossible to cover every possible integration scenario. Be prepared to answer student questions about specific integration challenges. Familiarize yourself with the BizTalk accelerators and BizTalk adapters on the BizTalk Server Web site at http://www.microsoft.com/biztalk. The following information is specific to individual pages in this lesson. Be prepared to discuss Commerce Server pipelines and their role in a B2B integration solution. Read the white paper, Integrating Third-Party ERP Systems with Microsoft Commerce Server 2000 Applications. Methods for Receiving Purchase Orders Methods for Validating Purchase Orders How Commerce Server Processes Orders Module 5: Processing Orders v Be prepared to discuss the processing capabilities of BizTalk Server and its role in a B2B integration solution. Read the white paper, Orchestrating Business Processes with Microsoft BizTalk Server 2000. If your students have a strong technical background, consider asking them to use the white board to sketch how they would design an infrastructure that incorporates security, reliability, and compatibility with their current business systems. Lesson: Implementing an Order Processing Solution Using AFS This lesson introduces the functionality of AFS in providing a B2B integration solution. Students should be able to identify the steps necessary to complete an order processing solution. Emphasize that AFS is implemented through Microsoft Consulting Services and by Microsoft Certified Partners. Begin this lesson by showing the multimedia presentation of the Microsoft Solution for Supplier Enablement on the Web page on the Student Materials compact disc. Lab: Receiving and Processing Purchase Orders In this lab, students will analyze the business practices of a supplier as it moves toward B2B integration and plans future growth. Students will develop a strategy to enable the supplier to receive and process purchase orders from its primary trading partners. Ensure that students make progress toward the end design when they work as teams; do not let them belabor a single question. The design lab is scheduled for 45 minutes. Divide students into pairs or small teams, and ask them to spend 20 minutes reading and discussing the scenario. Then, have each pair or team present its answers to the class. Students will examine Adventure Works’s business drivers and motivations for engaging in B2B e-commerce and for using a marketplace. Although the lab scenario provides a clear path to certain design decisions, it contains enough ambiguity to encourage student discussion and debate. Students may disagree with the answers that are provided in the Delivery Guide and the Student Materials compact disc. Disagreement is acceptable if students can provide adequate business or technical justification. To increase student involvement, ask a representative of each team to present the team’s answers to the class and then defend the design. How BizTalk Server Processes Orders Practice Timin g Discussion vi Module 5: Processing Orders Customization Information This section identifies the lab setup requirements for a module and the configuration changes that occur on student computers during the labs. This information is provided to assist you in replicating or customizing Microsoft Official Curriculum (MOC) courseware. This module contains a single paper-based design lab. There are no hands-on labs in this module, and as a result, there are no lab setup requirements or configuration changes that affect replication or customization. Module 5: Processing Orders 1 Overview ! Introduction to Processing Orders ! Designing a Solution to Receive Purchase Orders ! Designing a Solution to Process Purchase Orders ! Implementing an Order Processing Solution Using AFS Trading Partner Trading Trading Partner Partner PO Supplier Supplier Business Logic Business Logic Other Business Systems Other Business Systems CRM CRM ERP ERP Inventory Inventory Accounting Accounting PO PO ***************************** ILLEGAL FOR NON - TRAINER USE ****************************** To conduct business with trading partners, suppliers must be able to accept and fulfill orders for goods or services by receiving and processing purchase orders (POs). A business-to-business (B2B) trading partner integration solution meets this requirement by enabling suppliers to automate and manage their purchase order workflow. Microsoft offers three products that work together to provide a B2B integration solution. Microsoft ® Commerce Server 2000 is a scalable development platform for the creation of e-commerce Web sites and order processing systems. Microsoft BizTalk ™ Server 2000 is a development environment that manages business process workflows and system integration. Microsoft BizTalk Accelerator for Suppliers (AFS) simplifies the implementation of a B2B integration solution. After completing this module, you will be able to: ! Describe the process of receiving and processing purchase orders. ! Design a solution for receiving purchase orders by using Commerce Server and BizTalk Server. ! Design a solution for processing purchase orders by using Commerce Server and BizTalk Server. ! Implement a B2B integration solution by using AFS. Introduction Objectives 2 Module 5: Processing Orders Lesson: Introduction to Processing Orders " What is Order Processing? " Commerce Server Tools for Processing Orders " BizTalk Server Tools for Processing Orders ***************************** ILLEGAL FOR NON - TRAINER USE ****************************** To accept and fulfill purchase orders, you must complete the steps in an order processing workflow. These steps are similar whether you perform them manually or through a fully automated solution. This lesson describes the order processing workflow and introduces Microsoft tools that contribute to an order processing solution. After completing this lesson, you will be able to: ! Describe the order processing workflow. ! Describe how Commerce Server can receive and process purchase orders. ! Describe how BizTalk Server can receive and process purchase orders. Introduction Lesson ob jectives Module 5: Processing Orders 3 What Is Order Processing? Order processing is the set of actions required to receive, validate, process, and fulfill a customer’s order Receive order Receive Receive order order Schema valid? Schema valid? Calculate shipping Calculate Calculate shipping shipping Calculate taxes Calculate Calculate taxes taxes Generate invoice Generate Generate invoice invoice Fulfill order Fulfill Fulfill order order No No Yes Yes Accounting Accounting Accounting Warehouse/ shipping Warehouse/ Warehouse/ shipping shipping Reject Reject Reject Reject Reject Reject Business logic valid? ***************************** ILLEGAL FOR NON - TRAINER USE ****************************** Order processing is the set of actions that are required to receive, validate, process, and fulfill a customer’s order. The goal of an integrated solution is to automate and streamline your order processing workflow. Whether you use an electronic or paper-based purchase order, the steps that are required to process the order are similar. The following table includes the steps that a supplier completes in a typical order processing workflow. Step Actions 1. Receives a purchase order Establishes a system for accepting purchase orders from trading partners. 2. Validates the purchase order schema Confirms that the purchase order is in a schema that the supplier’s order processing system recognizes and understands. 3. Validates the purchase order business logic Confirms that the purchase order includes all necessary information, including customer information. Checks each line item against the supplier’s catalog, confirms the correct price, and applies discounts if appropriate. 4. Calculates shipping Determines the shipping method and cost. 5. Calculates taxes Applies all of the appropriate taxes based on the supplier’s location and the customer’s location. 6. Fulfills the purchase order Updates other business systems, such as manufacturing, inventory, shipping, accounting, and Customer Relationship Management (CRM) systems. Definition Steps of order processing 4 Module 5: Processing Orders Commerce Server Tools for Processing Orders Commerce Server provides : Personalization Personalization Session management Session management Security and authentication Security and authentication Business analytics Business analytics User profile system User profile system Order processing workflow Order processing workflow Order management database Order management database Campaign management Campaign management Catalog management Catalog management Processing orders Processing orders ***************************** ILLEGAL FOR NON - TRAINER USE ****************************** Commerce Server is a development platform that you can use to create e-commerce Web sites quickly. Depending on your order processing requirements, Commerce Server can provide all or part of your order processing solution. Commerce Server includes the following features to process purchase orders: ! User profile system. This system tracks information about buyers and their organizations, including contact and address information. You can use this information to authenticate buyers and personalize your Commerce Server sites. ! Order processing workflow. This high-performance management system divides the order processing flow in discrete steps. You can run one or more Component Object Model (COM) components in each step. You can also modify each step and component to suit your own business process. ! Order management database. Commerce Server 2000 stores all of the purchase orders and other order information in a Microsoft SQL Server ™ 2000 Data Warehouse. In addition to providing order processing functionality, Commerce Server includes tools that you can use to manage your Web site, e-mail promotions, catalogs, personalization, business analytics, sessions, and security. For more information about Commerce Server features, see Course 2185A, Deploying and Managing Microsoft Commerce Server 2000, and Course 2341A, Fundamentals of Developing a Business-to-Consumer Solution with Microsoft Commerce Server 2000. Introduction Commerce Server features used for processing orders Other Commerce Server features Note [...]... requirements 20 Module 5: Processing Orders Lesson: Designing a Solution to Process Purchase Orders ! Overview of Processing Purchase Orders ! Requirements for Processing Purchase Orders ! Considerations for Processing Purchase Orders ! How Commerce Server Processes Orders ! How BizTalk Server Processes Orders ! Considerations for Choosing Commerce Server or BizTalk Server ! Practice: Analyzing an Order Processing. .. a solution for processing purchase orders ! Describe the business and technical considerations for the processing of purchase orders ! Describe how Commerce Server processes purchase orders ! Describe how BizTalk Server processes purchase orders ! Choose Commerce Server or BizTalk Server as your order processing solution Module 5: Processing Orders 21 Overview of Processing Purchase Orders Supplier.. .Module 5: Processing Orders 5 BizTalk Server Tools for Processing Orders BizTalk Server provides: Processing Processing orders orders Message transformation Message transformation Message processing Message processing Message sending and receiving Message sending and receiving Business process orchestration... trading partner 22 Module 5: Processing Orders Requirements for Processing Purchase Orders Requirements Requirements Details Details A solution that enables: A solution that enables: " The flexible implementation of PO processing logic Order processing " The flexible implementation of PO processing logic Order processing " The tracking of purchase orders " The tracking of purchase orders logic logic... Materials compact disc Module 5: Processing Orders 7 Lesson: Designing a Solution to Receive Purchase Orders ! Overview of Receiving Purchase Orders ! Requirements for Receiving Purchase Orders ! Considerations for Choosing a Purchase Order Standard ! Considerations for Choosing a Transport Protocol ! Methods for Receiving Purchase Orders ! Methods for Validating Purchase Orders ! Practice: Designing... receiving purchase orders ! Choose a method for validating purchase orders 8 Module 5: Processing Orders Overview of Receiving Purchase Orders Supplier Supplier Trading Trading Partner Partner 1 1 PO Received PO 2 2 # Validated 4 4 PO Transformed 3 3 Acknowledgement The supplier: 1 Receives the PO 2 Validates the PO 3 Sends an acknowledgement to the trading partner 4 Transforms the PO for order processing. .. approval Each of these processes has very different processing requirements Whereas the tax ID information is returned synchronously, the approval process may be asynchronous and take several days to complete An order processing system must be able to support both types of business logic 24 Module 5: Processing Orders Considerations for Processing Purchase Orders Consideration Consideration Define the following... disc Module 5: Processing Orders 29 Demonstration: Using BizTalk Orchestration Services in Order Processing *****************************ILLEGAL FOR NON-TRAINER USE****************************** In this demonstration, Adventure Works will use BizTalk Orchestration Services to create an order processing workflow for incoming purchase orders Adventure Works requires manual approval of purchase orders. .. business systems for order processing No other business systems for order processing Other business systems that require integration Other business systems that require integration Potential processing requirements Potential processing requirements Processing long-running transactions Processing long-running transactions Processing a high volume of synchronous processes Processing a high volume of... to purchase orders Define the business processes or business logic that will make up the order processing system Completion of order processing A valid purchase order signals the start of order processing, and the customer invoice signals the completion of order processing You must define when order processing is complete and successful When you design the technical aspects of your order processing . Order Processing Solution Using AFS 32 Summary: Processing Orders 36 Review 37 Lab A: Receiving and Processing Purchase Orders 39 Module 5: Processing Orders. 2 Module 5: Processing Orders Lesson: Introduction to Processing Orders " What is Order Processing? " Commerce Server Tools for Processing Orders