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ETPM/OUAF 2.3.1 Framework Overview - Session 1

- by MHundal

A number of sessions are planned to review the ETPM (OUAF) 2.3.1 Framework. These sessions will include an overview of the Navigation, Portals, Zones, Business Objects, Business Services, Algorithms, Scripts, etc.. Session 1 includes an overview of the standards in ETPM 2.3.1 Navigation and changes in the configuration and options for Portals and Zones. Session 1 starts to look at the configuration of Business Objects. The next session will provide an in-depth explanation for the configuration of Business Objects. Click on the link below for Session 1 (45 minutes) that provides an overview of the changes in Navigation, general standards, changes in Portals/Zones configuration and a high-level overview of Business Objects. To stream the recording: https://oracletalk.webex.com/oracletalk/ldr.php?AT=pb&SP=MC&rID=70387157&rKey=f791a7285affeb25 To download the recording: https://oracletalk.webex.com/oracletalk/lsr.php?AT=dw&SP=MC&rID=70387157&rKey=0be61590fd72d20e For additional questions, please contact [email protected].

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ETPM/OUAF 2.3.1 Framework Overview - Session 3

- by MHundal

The OUAF Framework Session 3 is now available. This session covered the following topics: 1. UI Maps - the generation of display of UI Maps in the system based on the setup of the Business Object. Tips and tricks for generating the UI Map. 2. BPA Scripts - how scripts have changed using the different step types. Overview of the BPA Scripts. 3. Case Study - a small presentation of using the different options available when implementing requirements. 4. Revision Control - the options for revision control of configuration objects in ETPM. You can stream the recording using the following link: https://oracletalk.webex.com/oracletalk/ldr.php?AT=pb&SP=MC&rID=70894897&rKey=243f49614fd5d9c6 You can download the recording using the following link: https://oracletalk.webex.com/oracletalk/lsr.php?AT=dw&SP=MC&rID=70894897&rKey=863c9dacce78aad2

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ETPM/OUAF 2.3.1 Framework Overview - Session 4

- by MHundal

The OUAF Framework Session 4 is now available. This session covered the following topics: 1. Extendable Data Areas - how to extend base owned Data Areas 2. Bundling - how to bundle ETPM Configuration Objects in ETPM 3. Audit on Inquiry - how to enable and view audit on inquiry 4. Advanced Debug - demonstration of the advanced debugger 5. Maintenance Dialogue- An overview of objects required to work with MO's. You can stream the recording using the following link: https://oracletalk.webex.com/oracletalk/ldr.php?AT=pb&SP=MC&rID=71155037&rKey=63c3e75d32277283 You can download the recording using the following link: https://oracletalk.webex.com/oracletalk/lsr.php?AT=dw&SP=MC&rID=71155037&rKey=f3126d1d2894f754

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Recordings Available - Features & Functions Forms Module

- by MHundal

ETPM provides robust Forms functionality that allows implementations to configure Registration & Tax Forms, configure Form Rules and process the Forms. The Forms Definition allows for defining the Form Sections and Form Lines. The Forms Generator uses the Forms Definition details to create the necessary Business Objects, Application Security and User Interfaces to allow interaction with the Forms. Form Rules are used for validation of the Form Line details and creating entities in the system (creating taxpayers, accounts, financial transactions, etc...). The following recordings provide an overview of the Forms Definition Process, Form Rules and other important concepts part of the Forms Module. Forms Module Overview: https://oracletalk.webex.com/oracletalk/ldr.php?AT=pb&SP=MC&rID=66851417&rKey=7de22df4978e7974 Forms Configuration Overview: https://oracletalk.webex.com/oracletalk/ldr.php?AT=pb&SP=MC&rID=66964342&rKey=ea564cfd701bb32d Form Rules Overview: https://oracletalk.webex.com/oracletalk/ldr.php?AT=pb&SP=MC&rID=66966652&rKey=2e02c1e28e058d70

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Recordings Available - Features and Functions Accounting Module

- by MHundal

Recordings are available to provide a high-level overview of the ETPM Accounting Module. The Accounting Module includes Financial Transactions, Adjustments, P&I, Waivers, Overpayments, General Ledger Details, etc... The following three recordings contain a presentation with the primary concepts to be covered and then a walk-thru of the application to look at the concepts being described. ETPM Functions & Features: Accounting Overview: https://oracletalk.webex.com/oracletalk/ldr.php?AT=pb&SP=MC&rID=67367292&rKey=443823012d0fc43e ETPM Functions & Features: Accounting - P&I, Waivers: https://oracletalk.webex.com/oracletalk/ldr.php?AT=pb&SP=MC&rID=67432777&rKey=64eb220a56d8e32f ETPM Functions & Features - Accounting - Rates: https://oracletalk.webex.com/oracletalk/ldr.php?AT=pb&SP=MC&rID=67370637&rKey=63ca9024ce3b4398

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Recording Available - Features and Functions Payments Module

- by MHundal

The Payments Module recording provides a high-level overview of Payments Processing in ETPM. The recording discusses the Payments Data Model, including Payment Events, Tenders, Tender Control, Deposit and Deposit Control. In addition, there is a product demonstration of payment processing in the system. Payments Module Overview: https://oracletalk.webex.com/oracletalk/ldr.php?AT=pb&SP=MC&rID=67364002&rKey=9fe755e4f41a2d4d

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ETPM Forms Accelerator

- by MHundal

The ETPM Forms Accelerator provides a template that can be used to enter data related to Registration and Tax Forms. The Forms Accelerator includes a worksheet for each portion related to forms development (Form Type, Form Section, Form Lines and Form Rules). The Forms Accelerator provides the details that must be defined in ETPM. This allows for taking an existing form and translating the details of that form into the spreadsheet. The spreadsheet can then be used to define the details in the system. In addition, each of the items to be defined is explained it detail - what the field expects and based on the input, how it impacts the field and form definition. This is a living document - as there is feedback provided, the document will be updated. The goal of this accelerator is to be an aide in the Forms Development process. We encourage feedback to help improve the document. The document is for ETPM 2.3.1. Implementations using older version of ETPM will find that some of the field definition options may not exist their current system. The spreadsheet attached contains the following Worksheets: Instructions: High-level overview for the different worksheets provided. Form Type: The fields to be populated when defining the Form Type for a Registration or Tax Form Form Section: The fields to be populated when creating a Form Section. The number of sections will differ based on the the form being implemented. Form Lines: The fields to be populated when creating different Form Lines. The number of lines per section will differ based on the form being implemented. Form Rules: Based on the form, allows for documenting the Form Rules to be configured based on form instructions and Form Lines. Right click on the link and select the "Save Link As" option. ETPM Forms Accelerator.xls Please provide feedback to [email protected]. You feedback is encouraged and appreciated.

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