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Portal Administration

Enterprise Buyer 2.0 Desktop Edition Administration enables you to configure Buying Organizations, users, suppliers, and the Commerce One MarketSite software information.

Only individuals with the Administrator privilege designated to them have Administration as an option on their Home page.

Before You Begin

The following sections describe steps you complete and important information you should understand before you use Enterprise Buyer 2.0 Desktop Edition Administration. Commerce One recommends that you:

• Define your business rules
• Understand important Enterprise Buyer 2.0 Desktop Edition rules and concepts on access control and on how you describe business structure
• Obtain data supplied by Commerce One

Define Business Rules

Before using Enterprise Buyer 2.0 Desktop Edition Administration, you should define your business rules and organize your data so that you can logically add it to the system.

Understanding Key Enterprise Buyer 2.0 Desktop Edition Rules and Concepts

Enterprise Buyer 2.0 Desktop Edition Administration operates on a variety of rules and concepts. Before you manage system information in Enterprise Buyer 2.0 Desktop Edition, it is important that you understand the relationship between your business and the Enterprise Buyer 2.0 Desktop Edition system. This section describes two significant areas:

• How Enterprise Buyer 2.0 Desktop Edition represents business structures.
• How roles, scopes and privileges provide access control   

Understanding Enterprise Buyer 2.0 Desktop Edition Structures

In Enterprise Buyer 2.0 Desktop Edition Administration, you can represent a complex business, with multiple organizations, in a single system. Before you use Enterprise Buyer 2.0 Desktop Edition Administration, we recommend that you determine the structure of your business and how it corresponds to items in Enterprise Buyer 2.0 Desktop Edition. The following describes important Enterprise Buyer 2.0 Desktop Edition constructs:

• You can administer Enterprise Buyer 2.0 Desktop Edition as a host. A host is any entity that provides procurement services to other companies.
• You can create Enterprises, which represent individual, confidential entities. An Enterprise typically corresponds to a single company, or business. Enterprises receive procurement services from hosts. An Enterprise can contain one or more Buying Organizations.
• You can create Buying Organizations, which represent units within an Enterprise which use procurement services. In Enterprise Buyer 2.0 Desktop Edition, a Buying Organization can represent a business unit, a division, or other subdivision within a business.
• You can define a hierarchy of Buying Organizations when you create one or more Buying Organizations within an original Buying Organization.
• Each Buying Organization can operate under different business rules, have access to different suppliers, and so on.
• Parent-child organizations exist in a hierarchy of Buying Organizations. For example, Buying Organization A, which you define under Buying Organization B, is considered a child of B and B is the parent.
• In parent-child relationships, a child can inherit business rules and configuration from their parent. That is, the child has its own rules and configuration that are identical with the parent's. In Enterprise Buyer 2.0 Desktop Edition, this is only true for certain approval rules.

Understanding Access Control

These are the key access control constructs that enable you to manage data access and functionality available to users:

The ability to perform an operation. For example, View Users is a privilege that enables you to view user information.

Where an operation can cause an effect. For example, Corporate HQ scope indicates that an operation can alter information for corporate headquarters. In Enterprise Buyer 2.0 Desktop Edition, there are three types of scope:

• User ¾ you can operate on your own information.
• Buying Organization ¾ you can operate on your own information and information for users in your Buying Organization.
• Super-Buying Organization ¾ you can operate on:
  • Your own information
  • Information for users in your Buying Organization
  • Information for users in the Buying Organization's children and these children's children.
• Enterprise ¾ you can operate on information for an Enterprise, and all items in an Enterprise.

A set of privilege scope combinations. A role represents a set of actions that a particular job or position requires. For example, the Branch Administrator role may require the ability to review Orders for several Buying Organizations.   

A Sample Company

Here is a fictitious company that illustrates these rules and constructs. This company, E-Television, contains three Buying Organizations:

• Executive Buying Organization 1
• Executive Buying Organization 2
• Executive Buying Organization 3

These Buying Organizations are further divided into subordinate business units:

The elements in Enterprise Buyer 2.0 Desktop Edition correspond to the business structure at E-Television, like this:

• The E-Television company is an Enterprise.

• Buying Organizations correspond to units within a company.
• In the example, Executive Buying Organization 2, and all business units underneath it correspond to Buying Organizations.

• Executive Buying Organization 2 is the parent of Sales Buying Organization.
• Sales Buying Organization is the child organization.
• In Enterprise Buyer 2.0 Desktop Edition, child organizations only inherit certain approval rules from a parent organization.

• View Users enables someone to view user information.

• Enables someone at E-Television to access and change their own information.

• Enables someone to access and change information within a single Buying Organization, such as Sales Buying Organization.

• For example, enables someone to access and change information in Sales and all Buying Organizations underneath Sales.

• For example, the role of Sales General Manager enables someone to view information for users in Sales and all Buying Organizations underneath it.

Understanding Other Key Terms

Additional Enterprise Buyer 2.0 Desktop Edition terms which you need to understand are:

• Users represent people who use the Enterprise Buyer 2.0 Desktop Edition system.
• In Enterprise Buyer 2.0 Desktop Edition Administration, you define users at the Enterprise level and they must be uniquely identified at this level.
• After you define users, you can then associate them with a Buying Organization.
• Users must belong to a Buying Organization before you can assign them roles.

• A particular Buying Organization that a user belongs to. By default, each user must belong to a single Home Organization.
• Home Organizations exist in Enterprise Buyer 2.0 Desktop Edition to limit an administrator's ability to view and update User Profiles.
• Administrators can only view or update organization information if they are granted the ability to view the particular Home Organization. 

• Any part of an Enterprise to which you expense items.

• Forms that enable users to send additional custom information to suppliers.   

Obtain Commerce One-Supplied Data

In addition to your business rules, you must obtain data from Commerce One to enter into Enterprise Buyer 2.0 Desktop Edition Administration. To obtain this data, contact Commerce One Professional Services.

The Enterprise Buyer 2.0 Desktop Edition Administration Process

There are many dependencies between the various type of information. We recommend that print this flowchart and use it as a guide when configuring Enterprise Buyer 2.0 Desktop Edition:

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