Administrator Guide - Noetix Technical Support

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OverviewNoetixViews for Oracle E-Business Suite (NoetixViews) unlocks the data hidden incorporate databases by providing user-friendly, plug-and-play business views of OracleE-Business Suite data, helping speed the flow of information throughout theenterprise. Customized to each unique database configuration, the automatedgeneration process is a snap – cutting weeks off typical custom generations.NoetixViews provides the fast track to delivering familiar business terminology right toemployees, partners, and customers.By hiding complexity within metadata, NoetixViews simplifies and greatly acceleratesreport generation and ad hoc query creation, empowering decision makers and frontlineemployees with timely and accurate access to critical information. The metadatahas been hand-crafted by Noetix Corporation to meet common business reportingneeds with each view designed for a specific functional coverage area. Designed withintegration in mind, NoetixViews is built on an open architecture platform, extendingthe power of NoetixViews information to a myriad of third-party reporting andanalytical tools.Benefits of NoetixViewsThe benefits of NoetixViews for Oracle E-Business Suite (NoetixViews) include:• Quick implementation: In as few as two days, NoetixViews can be up andrunning, delivering timely and accurate access to critical information. Thus,providing huge savings in the development costs.• Automatic upgrade protection: The reports written for NoetixViews using anyreporting tool are insulated from the Oracle E-Business Suite schema changes. Ifthere is a new release (patches, service packs, or upgrades) of Oracle E-BusinessSuite and there is some change in the Oracle schema that might result in brokenreports, Noetix Corporation will release a compatible version of NoetixViews sothat your reports based on the Noetix views will automatically adjust to the newOracle schema changes and continue to return accurate data. This is available toyou at no extra cost.2 NoetixViews for Oracle E-Business Suite Administrator Guide
• Comprehensive documentation: NoetixViews comes complete with acomprehensive help file and documentation, providing valuable information toaccelerate report development and generation.• Automatic customized generation: Custom business views simplify data access,yielding immediate return on investment. The NoetixViews scripts detectadditional configuration information about the Oracle E-Business Suite schemaon which they are installed and generate Noetix views with customer-specificcolumns, such as descriptive flexfields.NoetixViews BasicsThis section explains general features and components of NoetixViews for Oracle E-Business Suite (NoetixViews) as well as concepts like roles and security. Being familiarwith these terms will assist you in generating and maintaining Noetix views. Anexpanded introduction to views, roles, and using NoetixViews can be found in yourNoetixViews for Oracle E-Business Suite User Guide.NoetixViews AdministratorThe NoetixViews for Oracle E-Business Suite Administrator (NoetixViewsAdministrator) is a Microsoft Windows-based application that allows you to completea full generation of Noetix views from a client-side PC. A series of wizards guides youthrough the generation process, from creating a Noetix System Administration Useraccount to generating the customized views for your site.NoetixViews Administrator is also used for maintenance tasks, such as setting up queryusers, regenerating views, and generating the Noetix Help File.For more information about NoetixViews Administrator, see Generation of Views,Noetix Query User Management, and Maintenance.Chapter 1: About NoetixViews 3
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: Chapter 1AboutNoetixViewsThis chapt
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 30 and 31: Global ViewsThe Noetix global views
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
Page 53 and 54: 5. Confirm the information that you
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
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Obtain Account InformationPrior to
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Install Data Mart (When UsingNoetix
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NoetixViews for Oracle PayrollIf yo
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Decide on Noetix SystemAdministrati
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If you have only one ledger, invent
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For information about generation of
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To generate views for the first tim
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Stage 1: Create Noetix SystemAdmini
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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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