Administrator Guide - Noetix Technical Support

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Global ViewsThe Noetix global views for Oracle E-Business Suite allow users to view data acrossorganizational units, while assuring that the rows returned are consistent with thebusiness intelligence (BI) tool users’ Oracle E-Business Suite data access privileges.Depending on your Oracle E-Business Suite setup, the data can span organizationalunits, such as business groups, ledgers, operating units, and inventory organizations.Global views, like other forms of Noetix views, are organized into roles. Regardless ofthe complexity of the mutli-organizational setup in the supported Oracle E-BusinessSuite modules at your site, only one global role is created for each module and allglobal views are accessible through that role.Some key flexfields are configured with multiple structures in Oracle E-Business Suite.For example, the Accounting key flexfield can have multiple structures, known ascharts of accounts. Global views include additional views for key flexfields. They arejoined to the key flexfield views to access the concatenated key flexfield segmentcolumns. Optionally, individual segment columns can be included in the global views.For more information, see Key Flexfield Views.The access of the Noetix query users to global views is determined by the data accessprivileges granted to them through the NoetixViews for Oracle E-Business SuiteAdministrator (NoetixViews Administrator). They can query the data that is consistentwith the data they view in Oracle E-Business Suite. For information, see Create NoetixQuery Users Using GUI and Data Access Privilege in "Noetix Query UserManagement."The global form of Noetix views is available for all the supported Oracle E-BusinessSuite modules except Oracle Grants Accounting and Oracle Grants Proposal. Besides,the following views for Oracle General Ledger do not have a global form:• GL_Parent_Budget_to_Actuals• GL_Parent_Child_Balances• GL_Parent_Child_Budgets• GL_Rollup_Parent_Balances• GL_Rollup_Parent_Budgets18 NoetixViews for Oracle E-Business Suite Administrator Guide
Some additional columns are generated in the global views based on the organizationalunits across which the views span. The following table lists some of the Oracle E-Business Suite modules and the corresponding organizational unit columns added tothe global form of the views:ModuleOracle Advanced Benefits and OraclePayrollOracle Bills of Materials, Oracle CostManagement, Oracle Enterprise AssetManagement, Oracle MasterScheduling/MRP, Oracle Quality, andOracle InventoryOracle InventoryOracle Assets, Oracle U. S. FederalFinancials, Oracle General Ledger,Oracle Payables, Oracle Receivables,Oracle Purchasing, Oracle OrderManagement, and Oracle ProjectsOracle Projects and Oracle Time andLaborOracle Human ResourcesColumnLegislation_CodeChart_Of_Accounts_Name,Master_Organization_Name, andOrganization_NameOrganization and Organization_CodeChart_Of_Accounts_Name,Ledger_Name (for Oracle E-BusinessSuite Release 12 and later),Operating_Unit_Name, andSet_Of_Books_Name (for Oracle E-Business Suite versions prior to Release12)Business_Group_NameLegislative_CodeNOTE: If you have purchased the standard and XOP views for Projects, you may havePC_Project_Costing and PB_Project_Billing roles generated at your site to access theseviews. If you have purchased global views for Projects, you can access the standard, XOP,and global views through the PA_Projects role. The PC_Project_Costing andPB_Project_Billing roles are not generated in that case.Chapter 2: Forms of Noetix Views 19
Page 1 and 2: Administrator Guide®
Page 3: Oracle, JD Edwards, PeopleSoft, Ret
Page 6 and 7: Chapter 4 Generation of Views. . .
Page 8 and 9: Option 3: Regenerate Using Schedule
Page 11 and 12: PrefaceThis preface is an introduct
Page 13 and 14: Chapter 1AboutNoetixViewsThis chapt
Page 15 and 16: • Comprehensive documentation: No
Page 17 and 18: User ProfilesTo optimize system res
Page 19: metadata into Noetix QueryServer (N
Page 22 and 23: OverviewNoetix Corporation offers s
Page 24 and 25: The following table explains the wo
Page 26 and 27: Guidelines for Using XOP ViewsFor e
Page 28 and 29: XOP Views and Calendar PeriodsThe n
Page 32 and 33: Global Views and Multi-CurrencyFor
Page 34 and 35: The following diagram depicts how t
Page 36 and 37: 2 In Oracle E-Business Suite, the f
Page 38 and 39: • The columns for qualifier segme
Page 41 and 42: Chapter 3InstallingNoetixViews forO
Page 43 and 44: Grant Administrative Privileges for
Page 45 and 46: 4. On the Software License Agreemen
Page 47 and 48: 6. On the Choose Start Menu Folder
Page 49 and 50: 8. On the Installation Complete pag
Page 51 and 52: To transfer scripts using the Noeti
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Page 55 and 56: Prepare Files and Directory for Gen
Page 57 and 58: Choose an Upgrade MethodNoetixViews
Page 59 and 60: 3. Complete Stages 2, 3, and 4 of t
Page 61 and 62: Additional Steps to Be PerformedAft
Page 63 and 64: Chapter 4Generation ofViewsThis cha
Page 65 and 66: Obtain Account InformationPrior to
Page 67 and 68: Install Data Mart (When UsingNoetix
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Page 71 and 72: Decide on Noetix SystemAdministrati
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3. The next page prompts you to typ
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5. The next page identifies the tab
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Stage 2: Grant Limited Privileges t
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3. If you want to go to the next st
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2. The next page prompts for a conf
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Stage 4: Generate ViewsTo begin Sta
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3. The next page allows you to sele
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4. Provides the Pause for role pref
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6. The next page prompts you to sel
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Get PasswordsDuring Stage 4 of the
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Activate Multi-Currency Columnsfor
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• Ledger: The name of the ledger.
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Verify GenerationThe following inst
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The Query Tool Help, if generated,
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Option 2: Generate UsingScriptsThe
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4. Answer the following prompts:•
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Stage 3: Set Up Noetix SystemAdmini
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• Create Cross Operations Extensi
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4. Verify the information that you
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Given below is a sample section of
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Verify GenerationTo verify that eac
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Compile and Publish MicrosoftWinHel
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5. The text box in the next page di
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Run Noetix Answer Builder(When Usin
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4. On the next page, the Answer Bui
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OverviewIn NoetixViews for Oracle E
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However, for an Oracle E-Business S
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• Decide which security rules to
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Create Noetix Query UsersUsing GUIC
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4. On the Noetix Query User Mainten
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• The Create Synonyms check box i
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To add General Ledger security rule
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• Custom Access: Customizes the a
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7. Use the Business Group tab to co
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• all business groups included in
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The following columns and options a
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8. Use the Ledger tab to do one or
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For information about specifying a
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• Chart of Accounts: Indicates th
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• Name: Indicates the name of the
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• Purchasing• Receivables• Yo
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The following columns and options a
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10. Use the Inventory Organization
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• All: Click this option to grant
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• Master Organization: Indicates
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• Application: The name of the mo
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IMPORTANT: Be careful while assigni
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4. On the Noetix Query User Mainten
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7. If you have clicked the Create N
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9. Provide the user name and passwo
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13. On the User Options page, selec
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14. Optionally, set up the query us
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Create Noetix Query UsersUsing Scri
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c. Please enter the name of the dat
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7. Press ENTER, when prompted, to s
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Modify Noetix Query UsersModifying
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To modify access to data in General
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To modify query user’s access to
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To modify the Noetix query user’s
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Delete Noetix Query UsersA Noetix q
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To delete a Noetix query user using
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Noetix Generators automatically con
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Oracle Business IntelligenceThe fol
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Data Access PrivilegeNOTE: In Oracl
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In Oracle E-Business Suite, an Orac
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Application-Specific SecurityApplic
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To change this schedule, log on to
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Manage BI ToolsBefore you register
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. In the Product Name list, click t
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5. Click Yes. You will return to th
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e. (Optional.) To specify an end da
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Update Reporting Tool or EULYou may
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OverviewThe NoetixViews for Oracle
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The files in the .hist folder follo
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Explore from HereThe Explore from H
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Override Oracle Tool DetectionNoeti
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You can choose to enable or disable
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• igetpw.sql: Gathers passwords f
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2. The prompt is displayed as Noeti
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Refresh Key Flexfield DataCache Tab
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By default, the incremental refresh
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NoetixViews CustomizationThe functi
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Customize NoetixViewsThe customizat
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Chapter 7Regeneration ofViewsThis c
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When regenerating, you must start w
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IMPORTANT: If a regeneration fails
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6. Regenerate the Noetix Help File:
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NOTE: If any errors are detected in
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Step 1: Set Up Custom ApplicationYo
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The script you run in this step wil
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• Should Microsoft Help be genera
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Step 4: Grant Permissions to APPSOb
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• Please enter the default tables
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• Generate Microsoft Help?• Gen
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Step 1: Create UNIX User andDirecto
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• Should Global views be installe
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Step 3: Populate Password FileIMPOR
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3. With the UNIX editor of your cho
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You must specify an appropriate num
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NOTE: If any errors are detected in
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Regenerate Noetix Answers/Help File
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NOTE: The Continue if warnings dete
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For information about defining a jo
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• Publish the HTML help file, if
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To transfer and compile the Microso
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6. If the help source file (noetix.
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• When prompted for your Generati
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OverviewThis chapter contains infor
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4. On the Uninstalling page, click
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Uninstall the Software fromUNIXFor
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NoetixViews for OracleGeneral Ledge
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General Ledger Data SecurityData se
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Archived DataGeneral Ledger has a f
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NoetixViews for Oracle HumanResourc
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Security Policies in Views for HRMS
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The following table indicates how t
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For information about how to contro
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View nameHR_Emp_Ethnic_Info(availab
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The following table lists the Noeti
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View namePAY_Payroll_Proc_SummaryPA
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In addition, the following views ar
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Oracle DateTrack and NoetixViewsThe
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Updating RecordsIf you update a rec
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DateTracked Historic Views and Effe
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How to Use Oracle DateTrack inNoeti
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Hiding Duplicate RowsMost of the ti
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3. You can concatenate the day and
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Creating Intelligent History Querie
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Restricting DateTrackingWhen you ed
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For these views, the Noetix Help Fi
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FunctionsNoetixViews for Human Reso
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About Noetix Payroll Data MartNoeti
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How to Install Noetix Payroll DataM
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Objects Created During GenerationTh
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When the data population is schedul
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Purge Noetix Payroll Data MartYou c
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2. On the Concurrent Manager, click
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NoetixViews for OracleProjectsNoeti
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TerminologyProject Currency (PC)Pro
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For information about activating th
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Subject Areas in Oracle ProjectsThe
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Subject area Functional area Dialog
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The funds availability views are ca
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Subject areas Modules involved Noet
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Third-Party License TermsThe applic
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You may charge a fee for the physic
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6. Each time you redistribute the P
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AAccounting Flexfield, 91, 296, 298
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Inventory rolesand Cross Operations
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Oracle DateTrack, 318Oracle E-Busin
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tablespacecalculating for Noetix Pa
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Administrator Guide - Noetix Technical Support

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