management implementing oracle subscription more information about functional setup manager, see the...

Oracle CX

Implementing Oracle SubscriptionManagement

20B

Oracle CXImplementing Oracle Subscription Management

20BPart Number F27710-02Copyright © 2011, 2020, Oracle and/or its aliates.

Author: Abhay Singh, Debjit Nag

Contributor: Gnanaprakash Dasari, Carmen Myrick, Carol Robinson, Sudeep Vaidyanathan, Rakesh Vadrevu

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Contents

Preface i

1 About This Guide 1Audience and Scope ..................................................................................................................................................................... 1

Related Guides ................................................................................................................................................................................ 1

2 Implementation Overview 3Start Implementing Subscriptions ............................................................................................................................................. 3

Where You Perform Subscriptions Setup Tasks .................................................................................................................... 3

Summary of the Subscriptions Setup Steps ........................................................................................................................... 4

System Requirements .................................................................................................................................................................. 6

Considerations for Migrating Data Between Environments ................................................................................................ 6


3 Subscription Setup Checklist 7Create a Subscriptions Implementation Project ..................................................................................................................... 7

Dene Legal Entities for Subscriptions .................................................................................................................................... 7

Dene Business Units and Assign Business Function, Ledger, and Legal Entity for Subscriptions ............................ 8

Create and Manage Customers ................................................................................................................................................. 9

Dene Party Roles and Contact Roles for Subscriptions .................................................................................................... 10

Set Up User Statuses and User Transitions for Subscriptions ........................................................................................... 11

Dene Unit of Measure ............................................................................................................................................................... 11

Dene Subscription Time Unit Mappings .............................................................................................................................. 12

Dene Order Management Parameters ................................................................................................................................. 12

Manage Items ............................................................................................................................................................................... 12

Dene Pricing ............................................................................................................................................................................... 14

Dene Customer Billing Conguration for Subscriptions .................................................................................................. 16

Dene AutoInvoice Line Ordering Rules ................................................................................................................................ 17

Dene AutoInvoice Grouping Rules ........................................................................................................................................ 17

Dene Receivables Payment Terms ........................................................................................................................................ 18

Dene AutoAccounting Rules ................................................................................................................................................... 18

Subscription Copy Map .............................................................................................................................................................. 18

Register Third-Party Applications for Subscriptions .......................................................................................................... 20

Dene Subscription Cancellation Reasons ............................................................................................................................ 20

Dene Subscription Close Reasons ........................................................................................................................................ 20

Set Up Audit ................................................................................................................................................................................. 21

Set Up Subscription Reports Using Analytics Subtab .......................................................................................................... 21

Add Drill-Down Between Subscription and Object .............................................................................................................. 23

Scheduled Processes for Subscriptions ................................................................................................................................. 24

4 Common Application Setup Concepts 25Users and Security ...................................................................................................................................................................... 25

Currencies ..................................................................................................................................................................................... 27

Enterprise Structures ................................................................................................................................................................. 28


5 Congure Subscriptions 31Create and Manage Subscription Proles .............................................................................................................................. 31

Create and Manage Subscription Renewal Templates ....................................................................................................... 32

Create and Manage Subscription Event Notication Rules and Template Sets ............................................................ 34

Create Subscription Rules ......................................................................................................................................................... 35

Create Coverage Calendar Schedule and Exceptions ......................................................................................................... 36

Create Standard Coverage ........................................................................................................................................................ 36

Create Default Coverage ........................................................................................................................................................... 37

Create Deep Links ....................................................................................................................................................................... 37

Generate Data Model XML ....................................................................................................................................................... 39

Create and Manage Account Receivables Service Mappings ........................................................................................... 39

Set Up Coverage Services ........................................................................................................................................................ 44

6 Set Up Subscription 360 45Enable Subscription 360 in Accounts .................................................................................................................................... 45

Congure the Subscriptions Role for Salespeople .............................................................................................................. 45

7 Integrate Revenue Management 47Integration Overview .................................................................................................................................................................. 47

Integration Set Up Steps ........................................................................................................................................................... 48

Examples of Subscription Impact on Revenue Management ........................................................................................... 48


Preface

i

PrefaceThis preface introduces information sources that can help you use the application.

Using Oracle Applications

HelpUse help icons to access help in the application. If you don't see any help icons on your page, click your user imageor name in the global header and select Show Help Icons. Not all pages have help icons. You can also access the OracleHelp Center to nd guides and videos.

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Additional Resources

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Preface

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Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website.

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Chapter 1About This Guide

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1 About This Guide

Audience and ScopeWelcome to the Oracle CX Implementing Oracle Subscription Management guide. If you're reading this guide, you'relikely an implementor and administrator looking for implementing Oracle Subscription Management.

This guide outlines the implementation and conguration steps required to congure, manage, and administer OracleSubscription Management. It also is designed as a reference for conguring required Oracle Applications Cloudcommon application features at a high level.

Keep in mind that this guide doesn't describe:

• The Initial tasks to set up your cloud service. See the Oracle CX Sales Geing Started with Your SalesImplementation guide for these tasks. Oracle assumes you have used the geing started guide to completeyour initial setup before performing the tasks in this implementation guide.

• Tasks typically performed in the cloud service by Oracle Subscription Management users, such as salesrepresentatives and subscription specialist. For those tasks, see the Oracle CX Using Oracle SubscriptionManagement guide.

• Most customization tasks, such as adding elds, changing eld labels, and the like. For these tasks, see theOracle Applications Cloud Conguring Applications Using Application Composer guide.

Note: With release 20A (11.13.20.01.0), "Oracle Engagement Cloud" is now known as Oracle CX Sales andOracle B2B Service. Existing Oracle Engagement Cloud users will retain access to Oracle CX Sales and B2BService features under their preexisting licensing agreements. Any new users created within your currentOracle Engagement Cloud license count will also retain the same access to Oracle CX Sales and Oracle B2BService. To obtain additional features or manage your subscription, refer to your Oracle Cloud ApplicationsConsole. This document describes features available to users under Oracle CX Sales, Oracle B2B Service, andOracle Engagement Cloud licensing agreements.

Related GuidesIn addition to this guide, you may want to consult other guides when seing up, conguring, and managing OracleSubscription Management. Here are other guides that can help you understand more about the setups and functionalitymentioned in this guide.

Guide Description

Oracle CX Using Oracle SubscriptionManagement

Provides overviews of the product and subscription life cycle and details procedures forsubscription users in the application.

Oracle CX Sales Geing Started withYour Sales Implementation

Describes your initial Oracle CX Sales implementation procedures, based on a simple sales-force-automation use case.


Chapter 1About This Guide

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Guide Description

Oracle Applications Cloud UsingFunctional Setup Manager

Describes how to use the Setup and Maintenance work area when implementing andconguring Oracle CX Sales.

Oracle CX Sales Implementing Sales

Provides a reference to conceptual information and procedures required to implementcomponents and features of Oracle CX Sales.

Oracle CX Sales Using Sales

Contains information to help sales managers, salespeople, and other sales end users whenusing Oracle CX Sales to perform their day-to-day tasks.

Oracle Applications CloudConguring Applications UsingApplication Composer

Describes how to create and enhance objects and congure the user interfaces and navigationmenus.

Oracle CX Securing CX Sales and B2BService

Contains information to help setup users and sales administrators congure access to OracleCX Sales functionality and data.

Oracle CX Security Reference for CXSales and B2B Service

Provides a reference of roles, role hierarchies, privileges, and policies as delivered for theOracle CX Sales.


Chapter 2Implementation Overview

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2 Implementation Overview

Start Implementing SubscriptionsTo start an implementation of Oracle Subscription Management, create a user with the Application ImplementationConsultant role (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB) and opt in to the oeringsapplicable to your business requirements. Refer to the Oracle Applications Cloud Using Functional Setup Managerguide to manage the opt-in and setup of your oerings. Users must have the Subscription Specialist role to accessSubscription Management.

SubscriptionsUse the Subscriptions functional area in the Sales oering to congure Oracle Subscription Management.

Here are the functional areas you must set up to enable the oering. For a full list of functional areas and features in thisoering, use the Associated Features report that you review when you plan the implementation of your oering.

Functional Area Description

Company Prole

Dene and manage information about legal structure, nancial reporting, common CRMbusiness units prole options, geographies and currencies in which the company conductsbusiness.

Users and Security

Set up your initial implementation setup users, sales users and hierarchy, and enable users toperform functions related to their roles.

Sales Foundation

Set up public unique identier prole options.

Subscriptions

Manage conguration seings for the creation and management of Oracle SubscriptionManagement.

Integrations

Congure integrations for extending Oracle Subscription Management.

Related Topics• Oracle Applications Cloud Using Functional Setup Manager• Plan Your Implementation

Where You Perform Subscriptions Setup TasksYou mainly access two work areas to set up, congure, and manage Oracle Subscription Management: the Setup andMaintenance and Subscription Conguration work area.

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Setup and Maintenance Work AreaFor most setup tasks, you use the Setup and Maintenance work area to access the setup pages associated with thecomponent or feature. The Setup and Maintenance work area is also known as the Functional Setup Manager.

Here's the procedure to access the Setup and Maintenance work area:

1. Sign in as a user with access to the setup areas, such as the initial user, another setup user, or theadministrator.

Caution: The administrator doesn't have the same setup permissions as a setup user.For more information about seing up users, see the Geing Started with Your SalesImplementation and Securing Sales guide.

2. Navigate to Setup and Maintenance. The Setup page appears with an oering selected.3. In the Setup and Maintenance work area, select the Sales oering.4. Select the applicable functional area and task. The Setup: Sales page appears with a list of functional areas5. In the list of functional areas, click the functional area that has the tasks you need to access.6. In the list of tasks that appears, nd the task you want and select it. Make your changes in the setup page for

the task.

Tip: If the task you want isn't in the list, click Show > All Tasks in the tasks lter.

For more information about Functional Setup Manager, see the Oracle Applications Cloud Using Functional SetupManager guide and the related topics.

Subscription Conguration Work AreaOnce you have done the setups in the Setup and Maintenance work area, go to the Subscription Conguration workarea to congure these rules:

• Subscription Rules

• Event Models

• Entitlement Availability and Coverage

• Dynamic Matrix Conguration

• Asset Lifecycle Management

• Subscription Preview

Related Topics

• Create Subscription Rules

• Create and Manage Subscription Proles

• Create and Manage Subscription Renewal Templates

• Create Standard Coverage



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Summary of the Subscriptions Setup StepsHere's a summary of the setup steps that you will need to perform to set up Oracle Subscription Management.

Setup Step Where You Find More Information

Congure the Subscriptions oeringand create an implementation project

See the Create a Subscriptions Implementation Project topic.

Dene legal entities

See the Dene Legal Entities for Subscriptions topic.

Dene business units, assignbusiness functions, and assign ledgerand legal entity

See the Dene Business Units and Assign Business Function, Ledger, and Legal Entity forSubscriptions topic.

Dene Party Roles and Contact Rolesfor Subscriptions

See the Dene Parry Roles, Contact Roles, and Role Sources topic.

Manage user statuses and usertransitions

See the Set Up User Statuses and User Transitions for Subscriptions topic.

Manage time unit mappings

See the Specify Time Unit Mappings topic.

Dene pricing

See the Dene Pricing for Subscriptions topic.

Dene Customer Billing Congurationfor Subscriptions

See the following topics:

• Dene Customer Billing Conguration• Dene AutoInvoice Line Ordering Rules• Dene AutoInvoice Grouping Rules• Dene Receivables Payment Terms• Dene AutoAccounting Rules

Subscription Copy Map

See the Subscription Copy Map topic.

Register Third Party Applications forSubscriptions

See the Register Third Party Applications for Subscriptions.

Dene Subscription CancellationReasons

See the Dene Subscription Cancellation Reasons.

Dene Subscription Close Reasons

See the Dene Subscription Close Reasons.



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Setup Step Where You Find More Information

Set up application users

See the Common Application Setup Concepts chapter.

Congure customer billing

See the Dene Customer Billing Conguration for Subscriptions topic.

Manage subscription rules

See the Conguring Subscriptions chapter.

Entitlements Management

See the Conguring Subscriptions chapter.

System RequirementsBefore using Oracle cloud applications in browsers and on your mobile devices, check the supported browsers andother system requirements. For information about system requirements, see hps://www.oracle.com/system-requirements/. For previous releases, scroll to the end of the page and nd the system requirements link for theapplicable previous release.

Related Topics

• System Requirements for Oracle Applications Cloud

Considerations for Migrating Data BetweenEnvironmentsAlmost all Oracle Cloud Applications implementations require moving data from one instance into another atvarious points in the life cycle of the applications. For example, one of the typical cases in any enterprise applicationimplementation is to rst implement in a development or test application instance and then deploy to a productionapplication instance after thorough testing. You use various methods or tools to accomplish the migration of data.

Note: When you migrate data to a new environment the application does not retain all the values, and youneed to add these values manually. For example, you would have to set some prole option values again, evenif they were previously set.

For more information, see the Setup Data Export and Import chapter in the Oracle Applications Cloud Using FunctionalSetup Manager guide.

Related Topics

• Oracle Applications Cloud Using Functional Setup Manager guide

• Overview of Setup Data Export and Import

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Chapter 3Subscription Setup Checklist

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3 Subscription Setup Checklist

Create a Subscriptions Implementation ProjectCreate an implementation project to congure Subscription Management.

1. Navigate to My Enterprise and select Oerings.2. On the Oerings page, select the Sales oering and click Opt In Features.3. On the Opt In: Sales page, enable Subscriptions and click Done.4. Go to the Setup and Maintenance work area.5. Open the Tasks side panel and click Manage Implementation Projects.6. On the Implementation Projects page, click Create to begin creating a project.7. Enter your project name and click Next.8. Expand Sales, include Sales and Subscriptions.9. Click Save and Open Project.

Once you open the project, you can congure all the appropriate tasks.

Dene Legal Entities for SubscriptionsTo dene legal entities for use with subscriptions, proceed as follows:

1. In your implementation project, go to the Manage Legal Addresses task.2. Select a country from the Country drop-down list and a new location.3. On the Location Create page, enter the new location information.4. Click Save and Close.5. In your implementation project, search for the Dene Legal Entities for Sales task list and open the Manage

Legal Entity task.6. On the Select Scope page, select Manage Legal Entity.7. Select the Create New option from the Legal Entity drop-down list.8. Click Apply and Go to Task.9. Click Create.

10. On the Create Legal Entity page, select your country.11. Enter the name of the legal entity and the identier.12. Optionally, select Start Date. When the start date is blank, the legal entity is eective from the creation date.13. Optionally, select End Date.14. Optionally, if your legal entity should be registered to report payroll tax and social insurance, select Payroll

statutory unit.15. Optionally, if your legal entity has employees, select Legal employer.16. Optionally, if this legal entity isn't a payroll statutory unit, select an existing payroll statutory unit to report

payroll tax and social instance on behalf of this legal entity.17. In the Registration Information section, select a legal address and enter Legal Reporting Unit Registration

Number.18. Enter the EIN or TIN.19. Click Save and Close.20. In your implementation project, select Dene Legal Entities for Sales from the task list.



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21. Click Select and Add. Search for and add these tasks to the Dene Legal Entities for Sales folder: ManageLegislative Data Groups and Manage Legal Entity HCM Information.

22. Use the Manage Legislative Data Groups task to dene at least one legislative data group for each country orterritory where your enterprise operates. See the Implementing Global Payroll Interface guide. Select your legalentity and proceed.

23. On the Manage Legislative Data Groups page, click Create.24. Enter the name of the legislative data group.25. Select the country and currency.26. Optionally, select the cost allocation structure.27. Click Submit and then Done.28. Use the Manage Legal Entity HCM Information task to verify information related to the payroll statutory units

and the legal employer. See the Implementing Enterprise Structure and General Ledgers guide.29. Click Done.

Related Topics• Manage Legislative Data Groups

Dene Business Units and Assign Business Function,Ledger, and Legal Entity for SubscriptionsA business unit can perform many business functions. A business function represents a business process or an activitythat can be performed by people working within a business unit and describes how to use a business unit. Also, abusiness unit can process transactions on behalf of many legal entities. For example, a payable invoice has an explicitlegal entity eld. Your accounts payable department can process supplier invoices on behalf of one or many businessunits. In some cases, your legal entity is inferred from your business unit that's processing the transaction.

1. In your implementation project, navigate to Dene Company Prole for Sales and Dene Business Units forSales, and open the Manage Business Unit task

a. Click the create icon.b. On the Create Business Unit page, enter the required information. In the Default Set eld, select Createc. Create a reference data set and click OK.d. Select the reference data set created from the Default Set eld and click Save and Close.

2. Navigate to Dene Company Prole for Sales and Dene Business Units for Sales. Click Select for theAssign Business Unit Business Function task to select the business unit you created as the task list scope.

a. Click Select and Add to set the BU you created as the task list scope.b. Click the Assign Business Unit Business Function task.c. Enter the required information and click Save and Close. Click the up arrow and select Subscriptions to

go to the main folder structure.3. Navigate to Dene Company Prole for Sales, Dene Business Units for Sales, and open the Manage

Business Unit Set Assignment task. You can update or override the reference data set code for a particularreference data object.

Related Topics• Business Units• Business Functions• Legal Entities

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Create and Manage CustomersYou create customers to properly record and account for sales transactions, as well as to identify other aributes of theselling relationship. Recording a sales transaction requires that a customer, stored as a party in the trading communitymodel, has both a customer account and customer site with a bill-to business purpose.

To understand the role of a customer in the context of the trading community model, it's helpful to understand a fewrelated concepts. Here are the key concepts related to customers and customer activities:

• Party

• Customer

• Customer Account

• Site

• Relationship

PartyA party is an entity that can enter into a business relationship with another party, such as buying and selling goodsor oering services. A party can be either an organization or a person. A party exists separately from any businessrelationship that it enters into with another party.

CustomerA customer is a party, either an organization or a person, with whom you have a selling relationship. This sellingrelationship can result, for example, from the purchase of products and services or from the negotiation of terms andconditions that provide the basis for future purchases.

Customer AccountA customer account represents the aributes of the business relationship that a party can enter into with another party.The customer account has information about the terms and conditions of doing business with the party.

For example, you can create a commercial account for purchases made by a company for internal use, and a reselleraccounts for the purchases made by the same company for sales of your products to end users.

You can create multiple customer accounts for a party to maintain information about dierent categories of businessactivities. For example, to track invoices for dierent types of purchases, you can maintain an account for purchasingoce supplies and another account for purchasing furniture.

You can also maintain multiple customer accounts for a customer that transacts business with more than one line ofbusiness in your organization.

You can share information about a party, such as prole information, creditworthiness, addresses, and contacts, acrossthe customer accounts of the party. In addition, you can also maintain separate proles and contacts, along with contactaddresses and contact points, for each customer account.

SiteA site is a point in space described by an address. A party site is the place where a party is physically located.



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A customer site is a party site that's used in the context of a customer account. A single customer account can havemultiple sites.

A customer address is a site that's used for billing, shipping, or other purposes that are part of the selling relationship.An identifying address is the party site address that identies the location of the party. Every party has only oneidentifying address, but a party can have multiple party sites.

RelationshipA party relationship is the role of the party in the context of another party. Examples include aliate, subsidiary,partner, employee, or contact.

An account relationship between dierent customer accounts of a party allows for the sharing of billing, shipping, andpayment information.

Here are the steps to dene Organization Name, Accounts, and Sites:

1. Navigate to the Setup and Maintenance work area.2. Search and select the Manage Customers task.3. On the Manage Customers page, click Create .4. On the Create Organization Customer page, enter the required information in the Account Address section.

Note: The information in the Account Address section must match the information denedfor Customer Account Site in the Manage Set Assignments for the Business Unit section.

5. Click Save and Close.6. To enter additional accounts for a customer, click Create in the Account section and enter the required

information on the Create Account page.7. Click Save and Close.8. To add sites associated with the account have created, click Create in the Sites section and enter the required

information on the Create Account Sites page.9. Ensure that there's at least one site with the Purpose set as Bill to or Bill to and Ship to.

10. Click Save and Close.

Dene Party Roles and Contact Roles for SubscriptionsParty roles provide a way of specifying the roles of dierent parties in the subscription. For example, a sales contractmay include the customer, a partner, and the internal business unit selling the product or service. The applicationcomes with predened party roles, but you can create additional roles to suit your needs.

To dene party roles, contact roles, and role sources:

1. In your implementation project, navigate to Dene Subscriptions and open the Manage Subscription PartyRoles task

2. Create new party roles as needed.3. Navigate to Dene Subscriptions and open the Manage Subscription Contact Roles task.4. Create new contact roles as needed.5. For each party role set up in the previous step, enter the required information for the associated contact roles.6. Click Save and Close

.



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Set Up User Statuses and User Transitions forSubscriptionsA subscription has predened statuses that characterize its life cycle. In addition, you can dene user statuses and theirtransitions.

For example, as a subscription specialist, you may want to pass the subscription for a more thorough review by theappropriate team, such as Legal, Financial, and Accounts. You can do this using the user statuses and transitions thatyou dene.

To dene user and status transitions:

1. Dene user statuses and their transitions using the Manage Subscription User Statuses and Transitions task.

Note: While dening user statuses, ensure that you select Allow Assignment for each ofthe user transitions. This enables you to assign the subscription to named assignees during auser transition.

2. Use the Event Models tasks from the Subscription Conguration work area to create new events and actions forthe business object oracle.apps.subscriptionManagementsubscriptionService.view.SubscriptionsVO. You needto be in active sandbox to edit an existing event model.

a. Add a new state associated with the new user status to the appropriate event model.b. The action associated with the "Entry" event of the new state is then set to update the user status code to

the new user status.c. Add any other possible events for this new state.d. Link to the existing state by adding a new event for the Draft state so that your new status is available for

a subscription in the Draft status.3. Set these events up for each To and From state of the user transition. For seeded states, you can select from

available events and actions. An example of an action could be a groovy script.4. Save this new State based event model and specify the condition that can use this. For subscriptions of the

specied condition, the user statuses and transitions that you created are available as Action menu items.You can use these action menu items to pass a subscription between teams for review before submiing thesubscription for approval.

User statuses and transitions apply only to subscriptions that fulll the condition dened in the Event Model.

Dene Unit of MeasureThe way you dene the unit of measure conversion for time in Oracle Subscription Management is dierent from othercloud applications. Time-unit mapping ensures that the scheduling is more accurate than a simple conversion, such as6 months = 180 days. To dene your own time unit conversions for billing schedule, you must dene your own time unitconversions.

To dene unit of measure:

1. Open the Manage Units of Measure Proles task.2. Search for the RCS_DEFAULT_UOM_SERVICE_DURATION_CLASS prole option code.



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3. Select Prole Value to specify a default unit of measure class.4. Click Save and Close.

Dene Subscription Time Unit MappingsYou can use time unit mappings to convert the service duration and period between dierent time units. To dene timeunit mappings for the Manage Subscription Time Unit Mappings task:

1. In the Setup and Maintenance work area, search for your implementation project, navigate to ManageSubscription Time Unit Mappings task .

2. Click the Create icon to dene base units and conversion rate to be applied to user units you have selected foryour time unit UOM.


Dene Order Management ParametersSpecify the item validation organization to validate and display item for the subscription that the user enters for abusiness unit.

For example, let's assume that you create a record in the Item Validation Organization list, you set the Business Unit forthis record to Vision Operations, and you set the Organization to Vision America. In this situation, only the items thatare associated with Vision America are displayed when the user creates an order for Vision Operations.

Note:• You must specify an item validation organization for each business unit. If you don't do this, then

Subscription Management disables search for the item in each subscription that references a business unitthat you don't specify. As an alternative, if you use the same master organization for every business unit, youcan specify this organization in the Item Validation Organization parameter, and then set the Business Unitfor this parameter to All Business Units.

• You can set the Item Validation Organization only for business units that Subscription Managementassociates with your login responsibility. If it associates your login responsibility with only one business unit,then it uses this business unit as the item validation organization.

To dene Order Management Parameters:

1. In your implementation project, navigate to Dene Subscriptions and open the Manage Order ManagementParameters task.

2. Click Item Validation Organization in the General tab and select a business unit and organization from thedrop-down lists. Add or remove rows, if necessary.


Manage ItemsUse the Product Management application to create and manage included warranty, coverage, and subscription items.



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Create Included Warranty ItemsTo create an included warranty item:

1. Go to Product Management > Product Information Management.2. Expand the Tasks region and select Create Items.3. On the Create Item page, select the organization, enter the number of items, and select the item class.

Ensure that the selected list does not contain any template.4. Click Ok.5. Enter the item name and description.6. Select the item status and lifecycle phase.7. Ensure that the primary unit of measure, in the Mandatory Aributes section, is same as the primary unit of

measure in the Unit of Measure section.8. Go to the Specications tab and select Item Organization > Service.

a. In the Asset section, select Customer Asset from the Enable Asset Tracking drop-down list.b. In the Service section, set Enable Contract Coverage to Yes.c. In the Service Contracts section, select Fixed from the Service Duration Type drop-down list.d. In the Service Contracts section, select Milestone from the Service Start Type drop-down list. This

refers to the customer asset shipment date.e. In the Service Contracts section, enter the Service Start Delay days. The Included Warranty Start Date is

Asset Shipment Date + Service Start Delay days.f. In the Service Contracts section, select an appropriate standard coverage.

9. Go to the Specications tab and select Item Organization > Sales and Order Management .

a. In the Order Management section, set Customer Ordered to No.b. In the Order Management section, set Customer Orders Enabled to No.c. In the Order Management section, select Included Warranty from the Sales Product Type drop-down

list.10. In the Relationship tab, create a relationship for the item. You must select warranty as the relationship type.11. Click Save.

Create Coverage ItemsTo create a coverage item:


Ensure that the selected list doesn't contain any template.4. Click Ok.5. Enter the item name and description.6. Select the item status and lifecycle phase.7. Ensure that the primary unit of measure, in the Mandatory Aributes section, is same as the primary unit of

measure in the Unit of Measure section.8. Go to the Specications tab and select Item Organization > Service.

a. In the Asset section, select Not Tracked from the Enable Asset Tracking drop-down list.b. In the Service Contracts section, select Open Ended from the Service Duration Type drop-down list.



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c. In the Service Contracts section, Enter the Service Start Delay days. The Included Warranty Start Date isAsset Shipment Date + Service Start Delay days.

d. In the Service Contracts section, select an appropriate standard coverage.9. Go to the Specications tab and select Item Organization > Sales and Order Management .

a. In the Order Management section, set Customer Ordered to Yes.b. In the Order Management section, set Customer Orders Enabled to Yes.c. In the Order Management section, select Extended Warranty, Service Level Agreements, or Software

Maintenance from the Sales Product Type drop-down list.10. Click Save.

Create Subscription ItemsTo create a subscription item:


Ensure that the selected list does not contain any template.4. Click Ok.5. Enter the item name and description.6. Select the item status and lifecycle phase.7. Ensure that the primary unit of measure is Each.8. Select Sales and Order Management.9. Set Customer Ordered to Yes.

10. Set Customer Orders Enabled to Yes.11. Set Sales Product Type to Subscription.

Dene PricingYou must rst set up the pricing strategy for the subscription. The pricing strategy of the subscription is then retrievedwhen the Business Unit, Legal Entity, Contract Type, Number and Primary Party are entered during subscriptioncreation. When you add subscription lines, the pricing information is retrieved automatically.

Oracle Subscription Management supports:

• One-time charges, such as activation fees.

• Recurring charges, such as monthly membership charges.

• Usage-based charges, such as monthly cloud storage consumption fee.

The application identies all the usage-based charges that you dene using the charge prex. You can congure thisprex using the prole option OSS_USAGE_CHARGE_IDENTIFIER.

Use this high-level procedure for quick setup of pricing lines, after your full pricing setups are done in Oracle SupplyChain Management (SCM) Cloud. See the related topics for additional details.

1. Sign in to the application with access to pricing administration.2. Navigate to the Pricing Administration work area.3. In the Pricing Rules tab, open the price list to which this item is associated.4. Create a price list line for a coverage item. Click Associated Items to dene unit price and percent price based

on covered items.



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5. Enter the recurring price details of the item.6. Create a price list line for a subscription item.7. Create dierent charges such as a one-time setup fee, recurring at monthly fee, or recurring usage-based fee.

Here is a summary of the steps that you need to perform to set up pricing.

Setup Where you nd more information

Create a customer.

The Create and Manage Customers topic in the Subscription Management Setup Checklistchapter

Set up pricing charge denition,charge types, and charge subtypes.

The Manage Pricing Charge Denitions topic in Administering Pricing guide.

Create pricing segment.

The Manage Pricing Segments topic in Administering Pricing guide.

Create customer pricing prole.

The Manage Pricing Proles topic in Administering Pricing guide.

Create subscription, coverage, andcovered asset items.

The Pricing for Covered Items topic in Administering Pricing guide.

Create and approve price lists.

The Manage Price Lists topic in Administering Pricing guide.

Add items to price lists and add one-time, recurring, and usage charges.

Create a pricing strategy. Add pricelists with items and charges. Approvepricing strategy.

Manage Pricing Guidelines topic in Administering Pricing guide.

Assign a pricing segment and pricingprole to a relevant pricing strategy.

The Strategies topic in Administering Pricing guide.

For auto adjustments, go to ManageDiscount Lists and create a newDiscount List, add items with autoadjustment rules and approve. AddDiscount List to pricing strategy that'sbeing used.

The Manage Discount Lists topic in Administering Pricing guide.

For details, refer to the Oracle Supply Chain Management Cloud, Administering Pricing guide.

Related Topics• Overview of Subscription Pricing• Manage Pricing Charge Denitions• Manage Pricing Segments• Manage Pricing Proles

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• Pricing for Covered Items

Dene Customer Billing Conguration for SubscriptionsTo dene customer billing conguration, you must dene payment terms, dene business unit rules for accounting, andmanage transaction sources.

Here's the high-level procedure for quick billing setup. See the related topics for additional details.

1. Drill down to the Dene Customer Billing Conguration for Subscription Management task in DeneSubscriptions.

2. Click each task within Dene Customer Billing Conguration for Subscription Management.

◦ On the Manage Receivables Payment Terms page, dene payment terms.

For details about payment terms, see the Dene Payment Terms section in the Oracle Financials Cloud,Implementing Receivables Credit to Cash guide.

◦ On the Manage AutoAccounting Rules page, dene rules based on your Business Unit.

For details about AutoAccounting, see the Dene AutoAccounting section in the Oracle Financials Cloud,Implementing Receivables Credit to Cash guide.

◦ On the Manage Transaction Sources page, ensure that the seeded transaction source ORA_Subscriptionsis present. You must use this transaction source when you run your program.

◦ On the Manage Transaction Types page, ensure that the seeded transaction types of ORA_OSS_CreditMemo and ORA_OSS_Invoice are available.


To dene subscription usage-based billing:

1. Drill down to the Dene Subscriptions task and click Register Third Party Applications for Subscription.2. Enter Endpoint URL, User Name, and Password .3. Click Save and Close.

For details about managing auto-invoice, see the Managing AutoInvoice section in the Oracle Financials Cloud UsingReceivables Credit to Cash guide.

Usage-Based BillingOracle Subscription Management supports a exible usage rating model comprising of at rate and tiered pricing.Complex usage rating models can be implemented using algorithm extensions. Usage is always billed in arrears.

Note: Subscription Management supports rating summarized usage quantities per billing period. You musthandle the usage data processing, aggregation, and mediation in a third-party application such as PaaS.




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This graphic describes the usage acquisition and rating.

Related Topics

• Dene Payment Terms

• Dene AutoAccounting

Dene AutoInvoice Line Ordering RulesDene an AutoInvoice line ordering rule to organize the transaction lines belonging to a transaction created by thegrouping rule in a specic order.

1. In your implementation project, navigate to Dene Subscriptions > Dene Customer Billing Congurationfor Subscription Management and open the Manage AutoInvoice Line Ordering Rules task.

2. Click Create.3. On the Create AutoInvoice Line Ordering Rule page, enter the rule name and eective date.4. Click Add Rowto create an ordering rule. In the ordering rule, enter the transaction aribute and its sequence.5. Click Done.

Dene AutoInvoice Grouping RulesDene an AutoInvoice grouping rule to identify the transaction aributes that must be identical in order to grouptransaction lines on the same transaction.

1. In your implementation project, navigate to Dene Subscriptions > Dene Customer Billing Congurationfor Subscription Managementand open the Manage AutoInvoice Grouping Rules task.

2. Click Create to create a grouping rule. Optionally, select ordering rule.3. Enter name and eective date.4. Click Add Rowin the Transaction Classes section and select an appropriate transaction class.5. Optionally, enter grouping characteristics for each transactional class.

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Related Topics• Using AutoInvoice Grouping Rules

Dene Receivables Payment TermsUse payment terms to identify due dates and discount dates on your customer transactions.

1. In your implementation project, navigate to Dene Subscriptions > Dene Customer Billing Congurationfor Subscription Management and open the Manage Receivables Payment Terms task.

2. Click Create.3. Select the payment term set.4. Enter the name of your payment set.5. Select the discount basis and eective date.6. Select the installment option.7. Enter the base amount.8. Enter payment schedule and the discount for each payment schedule.

Related Topics• Dene Payment Terms

Dene AutoAccounting RulesDene AutoAccounting to specify how to determine the default general ledger accounts for transactions that youenter manually or import using AutoInvoice. You must dene AutoAccounting before you can enter transactionsin Receivables. When you enter or update transactions, you can override the default general ledger accounts thatAutoAccounting creates.

1. In your implementation project, navigate to Dene Subscriptions > Dene Customer Billing Congurationfor Subscription Management and open the Manage AutoAccounting Rules task.

2. Click the Create icon.3. Select your business unit and account type.4. Click Done.5. Select the business unit. In the Segments region, select the appropriate value source and constant value.

Related Topics• Dene AutoAccounting

Subscription Copy MapEnables you to create a new subscription by copying aributes from an existing subscription.

The application provides you with these maps to copy subscription and subscription products. You can also create yourown maps to suit your business.

1. Sign in as a user with Application Composer access and verify that you have an active sandbox.2. Access Application Composer by selecting Application Composer from the Navigator menu, in the

Conguration category.






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3. In the Advanced Setup section, select Copy Maps.4. Select Copy Subscription and click Actions > Add.5. Enter the name of the map and click Ok.6. In the Application Module Mapping section, enter the appropriate information.

Field Description

Map Group

Select Copy Subscription

To

Select SubscriptionManagementAM

From

Select SubscriptionManagementAM

7. In the Entity Mappings section, add a record for each view object that you're copying by completing theseelds:

Field Description

To

Select the new view object that you're copying to.

From

Select the existing view object that you're copying from.

Query Name

Select one of the three query types: Unique Identier, Join, or All Records. If you select All Records, then don't enter any information in the remaining elds.

Query Aribute

If you selected either Unique Identier or Join in the Query Type eld, then select anaribute to use during runtime. The aribute is used to lter the records that are copied tothe new object. For example, if you select Account Number, then during runtime, only therecords matching the account number passed to the copy map engine are copied.

Joined View Object and JoinedAribute

If you selected Join in the Query Type eld, then use these two elds to specify the following:

◦ The view object to which this object is joined

◦ The aribute used as the basis of the join

8. Select each line in the Entity Mappings section, and add records to the Aribute Mappings section for each ofthe aributes by completing these elds.

Field Description

To

Select the aribute to which the selected entity is copied.

Referenced View Object

If this aribute is a foreign key, select the view object joined by this foreign key. Theapplication generates new foreign keys that keep the reference intact.



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Field Description

Primary Key

If this aribute is a primary key, select this check box. Instead of copying the value in theFrom object, the application generates a unique value for this key eld in each record in theTo object.

From

Select the aribute from which the selected entity is copied.

From Expression

Optionally, you can enter a Groovy expression to change the value in this aribute. Forexample, you want to change the value of the From object to some new value in the aributeof the To object. You can also enter a constant to ll this aribute with a constant value inevery record of the To object.

9. Click Save and Close.10. Specify the map in the OSS_COPY_SUBCR_MAP prole option.

Similarly, you can create maps to copy subscription products. Use the default Copy Subscription Product map to createyour map. Once you have created your map, use the OSS_COPY_SUBCR_PRODUCT_MAP prole option to specify yourmap.

Register Third-Party Applications for SubscriptionsTo retrieve usage-related data for billing, you need to register a third-party application in your subscription.

1. In your implementation project, navigate to the Dene Subscriptions task and click Register Third PartyApplications for Subscription.

2. Click New.3. Enter the application name, integration type, endpoint URL, user name, and password.

Dene Subscription Cancellation ReasonsTo dene cancellation reason for your subscriptions:

1. In your implementation project, navigate to the Dene Subscriptions task and click Manage SubscriptionCancellation Reasons.

The default cancellation reasons are available in the Subscription Cancellation Reasons lookup.2. To add a lookup code, click New in the lookup codes region.3. Enter the lookup code, display sequence, start and end dates, meaning, and description.4. Click Save.



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Dene Subscription Close ReasonsTo dene close reasons for subscriptions:

1. In you implementation project, navigate to the Dene Subscriptions task and click Manage SubscriptionClose Reasons.

The default close reasons are available in the Subscription Close Reasons lookup.2. To add a lookup code, click New in the lookup codes region.3. Enter the lookup code, display sequence, start and end dates, meaning, and description.4. Click Save.

Set Up AuditYou can set up audit to maintain a history of changes to your important data: what changed, who changed it, and when.You can use the audit tracking functionality on a subscription or subscription product to see the history of changes. Youcan view the audit history to determine how a subscription or subscription product obtained its current value and tocompare old and new values.

Auditing involves recording and retrieving information about the creation, modication, and removal of subscriptionaributes or subscription product aributes. So, if you want an aribute to be audited, you must add it to the list. Theaudit information is stored without any intervention of the user or any explicit user action. Along with the supportedsubscription aributes or subscription product aributes, you can also enable this feature for any custom aribute.

To set up the track audit feature:

1. Sign in as a setup user.2. Navigate to the Setup and Maintenance work area.3. Search and select the Manage Audit Policies task.4. On the Manage Audit Policies page, in the Audit Level eld, select Auditing and click Congure Business

Object Aributes from the Oracle Fusion Applications option.5. On the Congure Business Object Aributes page, in the Product eld, select Subscription Management.6. In the object hierarchy, Select Subscription and Subscription Product.7. In the Audited Aributes panel, click the Create icon to search and select subscription aributes or subscription

product aributes.8. Click Save and Close.

If you don't want Subscription Management to be audited, you can stop the audit process by seing the Audit Leveleld to None.

Set Up Subscription Reports Using Analytics SubtabYou no longer need to navigate to Oracle Transactional Business Intelligence (OTBI) to access subscription reports. Youcan use the Analytics subtab to access the subscription reports directly within Subscription Management. This subtab isaccessible from:

• Subscriptions landing page



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• Subscription details page

• Product details page

The Analytics subtab is hidden by default, but you can make it available through the Page Composer and ApplicationComposer.

Analytics gives your team critical insights into your organization's business operations. For Subscription Management,you can get analytics on MRR, Subscriptions by Status, Number of Active Subscriptions with TVC, Top SubscriptionsProduct by Revenue, and much more.

Enable Analytics subtab on the Subscription landing pageHere are the steps to enable the Analytics subtab on the Subscription landing page:

1. Sign in to the application as a setup user.2. Ensure you're working in an active sandbox with the Structure and Page Composer tools enabled.3. Click Navigator > Conguration > Structures.4. On the Navigation Conguration page, select Subscription Management > Subscription Management.5. On the Edit Page Entry: Subscription Management page, select Tabs.6. In the Name column, select Analytics. In the Visible column, select Yes from the drop-down list.

Note: You can congure up to 3 Analytics tab.

7. Go to the Subscription Conguration work area.8. On the Subscriptions landing page, click the Analytics tab.9. Click Tools > Page Composer at the top of the page.

10. Click the Select tab. A pane is displayed on the right side of the page.11. Use this pane to add the required transactional or analytical business reports into the Analytics tab.12. Publish the sandbox according to your company's business practices.

Enable Analytics subtab on the Subscription Details pageHere are the steps to enable the Analytics subtab on the Subscription Details page:

1. Sign in to the application as a setup user.2. Ensure you're working in an active sandbox with the Application Composer and Page Composer tools

enabled.3. Click Navigator > Conguration > Application Composer.4. On the Application Composer page, select Objects > Standard Objects > Subscription > Pages.5. In the Details Page Layouts section, click Actions > Duplicate.

a. Enter the name in the New Layout Name eld.b. In the Source Layout eld, select Standard layout.c. Click Save and Close.

6. Click the Hide, Show, or Reorder Subtabs icon.a. In the Congure Subtabs dialog box, move Analytics from the Available Subtabs section to the Selected

Subtabs section.

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b. Click OK.7. On the Details Layout page, click Done.8. Make sure that the layout status for your layout is set to Active.9. Go to the Subscription Conguration work area.

10. Open a subscription and click the Analytics tab.11. Click Tools > Page Composer at the top of the page.12. Click the Select tab. A pane is displayed on the right side of the page.13. Use this panel to add the required transactional or analytical business reports into the Analytics tab.14. Publish the sandbox according to your company's business practices.

You can follow these steps and select Objects > Standard Objects > Subscription Products > Pages to enable theAnalytics subtab on the subscription product details page.

Add Drill-Down Between Subscription and ObjectYou can use the Choice List (Dynamic) eld in Application Composer to drill-down from the available objects, suchas Activities, Opportunities, and so on, to a subscription. Similarly, you can also drill down from a subscription to aselected object. Each drill-down link enables you to view and edit the object or subscription details based on the user'spermission.

Here are the steps to demonstrate how you can add a link to navigate to a subscription from the Activities page:

1. Sign in to the application as a setup user.2. Ensure you're working in an active sandbox with the Application Composer tool enabled.3. Click Navigator > Conguration > Application Composer.4. On the Application Composer page, click Objects > Standard Objects > Activity > Fields.

a. In the Custom tab, click Action > Create.b. On the Select Field Type dialog box, select Choice List (Dynamic).c. Enter the required information and click Next.d. From the List Data Source section, select Subscription in the Related Object eld and Subscription

Number in the List Selection Display Value eld.e. Click Submit.

5. On the Application Composer page, click Objects > Standard Objects > Activity > Pages.6. In Creation Page Layouts, from Appointment Create section and Landing Page Layouts, select Appointment

Create section and perform these steps for both sections:

a. Click Actions > Duplicate.b. Enter the name in the New Layout Name eld.c. In the Source Layout eld, select Standard layout.d. Click Save and Edit.e. In the Layout section, click the Edit icon.f. In the Congure Detail Form section, move the choice list eld created earlier from the Available Fields

section to the Selected Fields section.g. Click Save And Close.h. Click Done.

7. Sign out and sign in to the application as a subscription specialist.8. Click Navigation > Services > Activities.



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9. Click the Activities tab.10. On the Activities page, click Create Appointment.11. On the Create Appointment page, from the Choice List (Dynamic) eld created above, select a subscription.12. Click Save and Close.13. On the Activities page, click the subscription name link to navigate to the selected subscription page.14. After testing these changes, publish the sandbox according to your company's business practices.

Similarly, you can add a navigation link to the required object or subscription to set up the navigation as per yourrequirements.

Scheduled Processes for SubscriptionsHere are the scheduled processes:

• Fetch and Rate Usage (optional if you don't have usage data):

◦ Acquire Subscription Usage Data from an External Web Service

◦ Fetch Pricing Information for Subscriptions and Generate Billing Schedule

• Interface Invoices to AR and Post Invoice Details in Subscriptions

◦ Send Subscription Billing Information to Receivables

◦ Import AutoInvoice (with transaction source as ORA_Subscriptions). This job needs to be run in AccountReceivables.

◦ Fetch Subscription Invoice Information from Receivables

• Interface Subscriptions to Revenue Management Cloud

◦ Send Subscription Revenue Information to Oracle Revenue Management Cloud

◦ Validate Customer Contract Source Data

◦ Identify Customer Contracts


Chapter 4Common Application Setup Concepts

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4 Common Application Setup Concepts

Users and Security

Overview of Users and Security SetupSince you followed the Geing Started with Your Sales Implementation guide steps to set up your initial set of users,then you already know that Oracle applications secure access to functionality and data using role-based access control.In a role-based access control model, users are assigned roles, and roles are assigned access privileges to protectedsystem resources.

Sales users who access the transactional UI, for example sales representatives working in leads and opportunities, arecreated as resources and are known as sales resources.

Default PreferencesTo set up default preferences for users and roles, access the Security Console as a setup user or other user with theIT Security Manager job role. Only setup users, or other users with the IT Security Manager job role, can access theSecurity Console.

User Identity StoreThe Lightweight Directory Access Protocol (LDAP) identity store is a repository of user identity data. Your LDAPdirectory stores denitions of LDAP user accounts. In general, changes you make to user accounts are automaticallysynchronized between the sales application and your LDAP directory server. However, you must also run processeson a daily basis to manage the information exchange between your application and the LDAP directory server. Forinformation, see the chapter about seing up application security in the Securing CX Sales and B2B Service guide.

Setup Tasks in the UI and Other Setup OptionsAs a setup user, you use multiple dierent tasks in Setup and Maintenance to create and maintain users. You also haveadditional setup options to consider. The following table describes these tasks and setup options.

Setup Task or Option andNavigation

Description

Manage Job Roles Task Navigation: Setup and Maintenance> Sales Oering > Users and Securityfunctional area

Oracle provides many predened job roles. The relevant sales roles are listed in the GeingStarted with Your Sales Implementation guide.

You perform the Manage Job Roles task to:

• Review the role hierarchy of a job or abstract role.• Create custom job and abstract roles.• View the roles assigned to a user and list the users who have a specic role.



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Description

This task opens the Roles tab of the Security Console.

Manage Duties Task Manage Sales and Service AccessManagement Task Navigation: Setup and Maintenance> Sales Oering > Users and Securityfunctional area

You perform the Manage Duties task to:

• Review the duties of a job or abstract role.• Manage the duties of a custom job or abstract role.• Create custom duty roles.

This task opens the Roles tab of the Security Console.

Manage Data Security Policies Task Manage Sales and Service AccessTask Navigation: Setup and Maintenance> Sales Oering > Users and Securityfunctional area

You use the Manage Data Security Policies task to manage the data security policies thatdetermine grants of entitlement to a user or role on an object or aribute group. This taskopens the Roles tab of the Security Console. You can also use the Manage Sales and Service Access task to review and conguredata security. This task opens the Sales and Service Access Management work area. Forinformation, see the Securing CX Sales and B2B Service guide.

Users and Roles Task Navigation: Navigator > Users andRoles item or Setup and Maintenance> Sales Oering > Users and Securityfunctional area

You create application users in the UI using the Users and Roles task. A user with the ITSecurity Manager job role performs the Manage Users tasks.

Note: You can also create sales users by importing users. For information onthe user import options available, see the Understanding Import and ExportManagement for CX Sales and B2B Service and Geing Started with Your SalesImplementation guides.

Manage HCM Role Provisioning RulesTask Navigation: Setup and MaintenanceSales Oering > Users and Securityfunctional area

Oracle provides predened role mapping rules for provisioning many of the standard job rolesincluded with the application. However using the Manage HCM Role Provisioning Rules task,you can create any additional role mappings you need to, to control the provisioning of roles toapplication users. For example, you can create a role mapping to provision the Channel SalesManager role automatically to specic sales managers.

Import and Export Management

You can import users in bulk using data les. For information on the user import optionsavailable, see the Understanding Import and Export Management for CX Sales and B2B Serviceand Geing Started with Your Sales Implementation guides.

Import Partner Users Task

You can also import partner contact data using the Import Partner Users task. Formore information, see the Geing Started with Your Partner Relationship ManagementImplementation guide.

Single Sign-On Authentication

Single sign-on authentication is optionally available for user authentication. If your enterprisehas moved from a traditional on-premises environment to an Oracle Cloud implementation,you might want to use your existing identity management solution for authenticating youremployees, and you might also want to provide a single sign-on experience. Implementingfederated single sign-on lets you provide users with single sign-on access to applicationsand systems located across organizational boundaries. For additional information, see OracleApplications Cloud Service Entitlements (Doc ID 2004494.1) on My Oracle Support at hps: / /supportoraclecom.



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Description

Reseing User Passwords

Setup users provisioned with the IT Security Manager job role can use the Users tab in theSecurity Console work area to reset passwords for all application users. Users who can't accessthe Security Console can reset only their own passwords using the Set Preferences link inthe Seings and Actions menu available by clicking their user name in the application or byusing the Forgot Password link on the sign-in page. See the Geing Started with Your SalesImplementation guide for more information.

Updating Email Addresses

Use the Users tab in the Security Console work area to change user email addresses. Youcan use the procedure described in this topic to update addresses of both setup users andsales users. If you're updating the email addresses of sales users, then you can also usethe same import process you use to create them. See the Geing Started with Your SalesImplementation guide for more information.

Note: Other data security tasks listed in the Users and Security functional area task list don't apply to thesales applications. Follow the guidance in the Geing Started with Your Sales Implementation guide and theSecuring CX Sales and B2B Service guide.

Related Topics• Geing Started with Your Sales Implementation guide• Securing CX Sales and B2B Service guide• Understanding Import and Export Management for CX Sales and B2B Service guide• Managing Resources chapter of the Using Sales guide• Report on System User Activity

Dene Setup UsersOne of your rst tasks when seing up the application is the creation of users who can perform setup tasks.

Oracle creates an initial user for you when your environment is provisioned. This initial user is congured to performsecurity tasks, such as creating other users and granting additional privileges. As an initial user you can create users,known as setup users, to help with application setup. The setup user performs the tasks in implementation projects,sets up enterprise structures, creates application users, and administers security.

Use the Manage Users task in the Setup and Maintenance work area to create setup users. You can access this task inthe Setup and Maintenance work area by selecting these options:

• Oering: Customer Data Management

• Functional Area: Users and Security

• Task: Manage Users

For information about creating setup users, see the Geing Started with Your Sales Implementation guide.

Related Topics• Geing Started with Your Sales Implementation guide• Securing CX Sales Sales and B2B Service guide

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Currencies

Seing Up Multiple CurrenciesThe applications support multiple currencies, multiple daily rates, and currency rate conversion. If you're going to usemultiple currencies, you need to at least:

• Specify corporate currency: You may have already done this if you were following the currency setup in theGeing Started With Your Implementation guide. If you have already specied your corporate currency, youdon't need to do so again.

• Specify the default currency: You may already have done this if you were following the currency setup in thegeing started guide. If so, you don't need to do it again.

• Import or enter daily currency conversion rates.

• Enable the currencies you're going to use, if you previously disabled them.

Points to Consider for CurrenciesWhen creating or editing currencies, consider these points relevant to entering the currency code, date range, or symbolfor the currency.

Currency CodesYou can't change a currency code after you enable the currency, even if you later disable that currency.

Date RangesYou can enter transactions denominated in the currency only for the dates within the specied range. If you don't entera start date, then the currency is valid immediately. If you don't enter an end date, then the currency is valid indenitely.

SymbolsSome applications support displaying currency symbols. You may enter the symbol associated with a currency so that itappears along with the amount.

Related Topics

• What's the dierence between precision, extended precision, and minimum accountable unit for a currency

• What's a statistical unit currency type

• Euro Currency Derivation

Enterprise Structures

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Overview of Legal EntitiesA legal entity is a recognized party with rights and responsibilities given by legislation.

Legal entities have the following rights and responsibilities to:

• Own property

• Trade

• Repay debt

• Account for themselves to regulators, taxation authorities, and owners according to rules specied in therelevant legislation

Their rights and responsibilities may be enforced through the judicial system. Dene a legal entity for each registeredcompany or other entity recognized in law for which you want to record assets, liabilities, expenses and income, paytransaction taxes, or perform intercompany trading.

A legal entity has responsibility for elements of your enterprise for the following reasons:

• Facilitating local compliance

• Minimizing the enterprise's tax liability

• Preparing for acquisitions or disposals of parts of the enterprise

• Isolating one area of the business from risks in another area. For example, your enterprise develops propertyand also leases properties. You could operate the property development business as a separate legal entity tolimit risk to your leasing business.

The Role of Your Legal EntitiesIn conguring your enterprise structure in Oracle Fusion Applications, the contracting party on any transaction is alwaysthe legal entity. Individual legal entities:

• Own the assets of the enterprise

• Record sales and pay taxes on those sales

• Make purchases and incur expenses

• Perform other transactions

Legal entities must comply with the regulations of jurisdictions, in which they register. Europe now allows for companiesto register in one member country and do business in all member countries, and the US allows for companies to registerin one state and do business in all states. To support local reporting requirements, legal reporting units are created andregistered.

You are required to publish specic and periodic disclosures of your legal entities' operations based on dierentjurisdictions' requirements. Certain annual or more frequent accounting reports are referred to as statutory or externalreporting. These reports must be led with specied national and regulatory authorities. For example, in the UnitedStates (US), your publicly owned entities (corporations) are required to le quarterly and annual reports, as well as otherperiodic reports, with the Securities and Exchange Commission (SEC), which enforces statutory reporting requirementsfor public corporations.

Individual entities privately held or held by public companies don't have to le separately. In other countries, yourindividual entities do have to le in their own name, as well as at the public group level. Disclosure requirements arediverse. For example, your local entities may have to le locally to comply with local regulations in a local currency, aswell as being included in your enterprise's reporting requirements in dierent currency.



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A legal entity can represent all or part of your enterprise's management framework. For example, if you operate in alarge country such as the United Kingdom or Germany, you might incorporate each division in the country as a separatelegal entity. In a smaller country, for example Austria, you might use a single legal entity to host all of your businessoperations across divisions.

Overview of Business UnitsA business unit is a unit of an enterprise that performs one or many business functions that can be rolled up in amanagement hierarchy. A business unit can process transactions on behalf of many legal entities. Normally, it has amanager, strategic objectives, a level of autonomy, and responsibility for its prot and loss. Roll business units up intodivisions if you structure your chart of accounts with this type of hierarchy.

In Oracle Fusion Applications you do the following:

• Assign your business units to one primary ledger. For example, if a business unit is processing payablesinvoices, then it must post to a particular ledger. This assignment is required for your business units withbusiness functions that produce nancial transactions.

• Use a business unit as a securing mechanism for transactions. For example, if you run your export businessseparately from your domestic sales business, then secure the export business data to prevent access by thedomestic sales employees. To accomplish this security, set up the export business and domestic sales businessas two separate business units.

The Oracle Fusion Applications business unit model provides the following advantages:

• Enables exible implementation

• Provides consistent entity that controls and reports on transactions

• Shares sets of reference data across applications

Business units process transactions using reference data sets that reect your business rules and policies and can dierfrom country to country. With Oracle Fusion Application functionality, you can share reference data, such as paymentterms and transaction types, across business units, or you can have each business unit manage its own set dependingon the level at which you want to enforce common policies.

In summary, use business units for:

• Management reporting

• Transaction processing

• Transactional data security

• Reference data sharing and denition

Brief Overview of Business Unit SecurityA number of Oracle Fusion Applications use business units to implement data security. You assign roles like AccountsPayable Manager to users to permit them to perform specic functions, and you assign business units for each role tousers to give them access to data in those business units. For example, users who have been assigned a Payables rolefor a particular business unit, can perform the function of payables invoicing on the data in that business unit. Roles canbe assigned to users manually using the Security Console, or automatically using provisioning rules. Business Units canbe assigned to users using the Manage Data Access for Users task found in Setup and Maintenance.

Related Topics• Reference Data Sets and Sharing Methods

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Chapter 5Congure Subscriptions

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5 Congure Subscriptions

Create and Manage Subscription ProlesA subscription prole consists of its pricing and billing strategy and a layout template.

Subscription proles have unique aributes, which upon selection determine the billing schedules of the subscription.As a setup user, you can create subscription proles that salespeople can use during subscription creation. For example,if you select Advance Invoice as the invoicing rule, it guarantees that the billing takes place before the period begins.You can change your billing aributes when the subscription is in the Draft status.

To create a subscription prole:

1. Sign in as a setup user.2. Go to the Subscription Management work area.3. On the Subscriptions landing page, click the Subscription Conguration tab.4. Click Manage Subscription Rules.5. Click the Subscription Proles subtab.6. Click Create.7. On the Create Subscription Prole page, enter the prole name.8. Enter pricing and billing information. This section consists of aributes that specify the subscription's billing

schedule and pricing details.

This table describes the pricing and billing parameters:

Parameter Description

Bill Service

The options are Bill, Do not bill, and Bill on renewal.

Invoicing Rule

You can select between bill payments in the form of Advance Invoice and Arrears Invoice.

Billing Frequency

You can select the following billing periods: Month, Year, Quarter, and Year.

Billing Date

You can select from Period Start, Period End, Day, and Oset. For example, if you selectPeriod Start, the billing happens at the start of the dened period. If you select Oset, thenthe billing starts after the number of days dened in oset. The invoice date is controlled by the Billing Date. For example, you can set Billing Dateas Period Start so that the invoice date is always at the beginning of the billing period. Insome situations, you may want to send invoices to Account Receivables 3 days prior so thatinvoices can be prepared and sent out to customers on or before the invoice date.

Accounting Rule

You can select this to determine the rule for revenue recognition.

Transaction Type

You can select this to determine if the billing is going to be an Invoice or a Credit Memo.



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Payment Terms

You can select to have various types of payment methods, such as Immediate, Last DayMonth, Due 10th, and so on. This indicates the period within which the customer must pay.

Billing System The billing system can have a valuer of either Oracle Fusion or Third Party.

◦ If the billing system is Oracle Fusion, then the billing interface errors are wrienin the appropriate schedule process log le. A mapping exists between OracleSubscription Management and Oracle Account Receivables.

◦ If the billing system is Third Party, then the billing interface errors are wrien onthe bill lines. These errors can then be shown BI reports.

Here's the information you can send to Oracle Account Receivables: line formation, headerinformation, covered level aributes, and bill line aributes.

Period Start

You can select your billing period to begin either on the date on which the service began:Service Start, or Calendar month.

Period Type

You must select between Actual and Fixed to determine if the billing period is based on thenumber of days in the month, or a xed duration, such as 30 days.

Close Credit Method

You can select from Prorate with credit, Prorate without credit, and Full to determinewhether or not partial or full charges are waived as a refund upon termination.

Invoice Text

To process the descriptions of the invoice by an accounts receivables application, you mustadd aributes for the subscription invoice text. This includes Charge name, Item name, Bill todate, Bill from date, and so on.

Coverage Invoice Text

To process the descriptions of the invoice by an accounts receivables application, you mustadd aributes for the coverage invoice text. This includes Asset number, Item name, Bill todate, Bill from date, and so on.

The combination of the Invoicing Rule, Billing Frequency, and Billing Date determine the billing schedule of thesubscription.

9. In the Contract Layout Template section, select a layout template and language.10. Click Save and Close.

Create and Manage Subscription Renewal TemplatesSubscriptions can be renewed either manually or automatically. A subscription user can manually renew subscriptionsusing the renew action, or you can congure the application to automatically renew subscriptions. Renewal rulesdetermine the default renewal actions. The application uses the renewal rules template associated with a subscription togather the renewal process, customer acceptance criteria, and internal approval criteria.



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Subscription renewal makes a copy of the existing source subscription. The source subscription can be in an active orexpired status. The application changes the eectivity and price details on the new renewal subscription based on thedefault setup.

The life cycle of a renewal subscription is similar to a newly authored subscription. However, you can congure adierent life cycle for a renewal subscription using the Event Model conguration. You can congure an event modelto route the renewal subscription to the customer for acceptance, or to the subscription administrator for internalapproval. You can also activate the subscription without either Customer Acceptance or Internal Approval.

Create a new template by doing this:

1. Sign in as a setup user.2. Go to the Subscription Conguration work area.3. On the Subscriptions landing page, click the Subscription Conguration tab.4. Click Manage Subscription Rules.5. Click the Renewal Rules Template subtab.6. Click Create.7. On the Create Renewal Rules Template page, enter the details of the template.8. Enter a name for the template.9. Select the renewal level. All lines include all the lines from the subscriptions that may include other lines also.

Eligible lines include only eligible lines from subscriptions.10. Optionally, select Consolidate subscriptions. This option decides whether to consolidate subscriptions during

the renewal process or not. The consolidation process applies to automatic renewals. If you select this option,then all subscriptions to be renewed over a given period are consolidated into a single subscription.

11. Select the Price Adjustment Type.

If you select Reprice, then the application calculates the latest price of the item at the time of renewal. If youselect Markdown or Markup, then you must enter Price Adjustment Basis and Price Adjustment Value toadjust the list price of the product. Markup increase the price by the adjustment basis and value. Alternatively,markdown decreases the price by the adjustment basis and value.

12. Enter a value in Days Before Expiration. This is the number of days prior to expiration before the reneweligible subscriptions process picks the subscription for renewal.

13. Enter the minimum renewal duration. This is the minimum number of days for which the subscription isrenewed.

14. Select the Renewal Period. The renewal is based on the renewal duration and period.15. Select the Renewal Process.

The three options to congure the renewal process at the time of subscription creation are:

◦ Automatic: The application automatically renews and activates the subscription.

◦ Manual: The renewed subscription is created and placed in draft status.

◦ Do not renew: This option prevents the application from automatically renewing the subscription. If youselect this option, the application removes the Renewal Type column from the dashboard for all lines andcovered assets of the subscription. The subscription specialist can manually renew and email active andexpired subscriptions.

The application renews all subscriptions that you identify for automatic or manual renewal.16. Select the Customer Acceptance Required and Internal Approval criteria.

This table describes the combinations of Renewal Process, Customer Acceptance, and Internal Approval criteria:



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Renewal Process Customer AcceptanceRequired

Internal Approval Description

Automatic

Not required

Not required

The application renews andactivates the subscription.

Automatic

Not required

Required

The application renews andsubmits the subscription forapproval.

Automatic

Required

N/A

The application renewsthe subscription andleaves it in the subscriptionadministrator's queue forfurther action. You cancongure event noticationrules to automatically sendthe subscription to thecustomer for acceptance.

Manual

N/A

N/A

The application renewsthe subscription andleaves it in the subscriptionadministrator's queue forfurther action.

Do not renew

N/A

N/A

The application doesn't renewthe subscription.

17. Select the Subscription Prole.18. Select the communication channel. This determines how you want to communicate and engage with your

customers.19. Optionally select Enable Reminders. This option indicates whether or not your customer receives reminders.20. Select the applicable Coterminate option.

If you select Latest end date, the all target lines are aligned to the latest target end date. The targetsubscription header is also adjusted according to the target lines.


Related Topics• Subscription Renewal• Renew Subscriptions

Create and Manage Subscription Event Notication Rulesand Template SetsCongure templates that your users can use as notications. You can also set up rules to trigger notications.

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Note: The notication events are sourced from the Customer Notication Event(ORA_OSS_CUST_NOTIF_EVENTS) lookup.

To create an event notication rules and template set:

1. Sign in as a setup user.2. Go to the Subscription Management work area.3. On the Subscriptions landing page, click the Subscription Conguration tab.4. Click Manage Subscription Rules.5. Click the Event Notication Rules and Template Set subtab.6. Click Create.7. On the Create Event Notication Rules and Template Set page, enter the necessary details: Template Name,

Start Date, and Sender Email Address.8. In the Condition region, click Create.

Set up the conditions:

Condition Description

Event

A specic event in the subscription life cycle. The values are sourced from the event model.

Days before the subscription startdate

The number of days before the renewal start date to send the notication.

Notication Type There are three types of notications:

◦ Quote

◦ Reminder

◦ Any User Dened Type

Customer Acceptance

Select between Required and Not Required. Use the indicator to skip the notication foran auto-renew subscription where customer acceptance isn't required for the renewalsubscription activation.

Communication Channel

The channel on which the notication is delivered. If you select email, the application sendsan email to the customer. If you select custom, it includes third-party portals. The applicationthen raises a business event with a message and aachment details.

9. In the Message region, click Create. Select the Language, Message Template, and Message Subject along withthe Start and End date.


Create Subscription RulesYou must select an appropriate subscription prole, renewal template, and event notications for every rule. Thisenables the application to support customer-specic and business unit-specic billing, renewal, and notication rules.



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To manage subscription rules:

1. Sign in as a setup user.2. Go to the Subscription Management work area.3. On the Subscriptions landing page, click the Subscription Conguration tab.4. Click Manage Subscription Rules.5. In the Manage Subscription Rules page, add a row to the table.6. Set up the Renewal Rules Template and Business Unit conditions as needed. You may also select Subscription

Prole and Event Notication Rules and Template Set.7. Optionally, enter the Precedence value.8. Click Save and Close.

Create Coverage Calendar Schedule and ExceptionsHere are the steps to create your own coverage schedule calendars with the intervals and holidays specic to yourbusiness:

1. Sign in as a setup user.2. Go to the Subscription Conguration work area.3. On the Subscriptions landing page, click the Subscription Conguration tab.4. Click Entitlements Management > Manage Availability.5. On the Schedules tab, click Create in the Schedules pane to create a new coverage schedule, or select an

existing entry and click Duplicate to copy and update it.a. Enter these details:

• Schedule Name: Name of the coverage schedule.• Time Zone: Time zone for which you're creating the coverage schedule.

b. In the Exceptions eld, select an exception to include exceptions in the coverage schedule.c. To delete a schedule, click Delete in the Schedules pane.d. Click Save.

6. To add the holidays, nonworking times, or extended working hours that apply to the coverage schedule, clickthe Exceptions tab.

a. Click Create in the Exceptions pane to create a new coverage schedule exception, or select an existingentry and click Duplicate to copy and update it.

b. In the Availability Exceptions section, click Add Event.c. Enter the name of the exception event, the date and times of the event, and the availability during the

event.d. Click Save.e. To delete an exception, click Delete in the Exceptions pane.

You can create multiple coverage schedules and use them as needed in the standard coverage templates.

Create Standard CoverageStandard coverage acts as a template that contains entitlement rules specifying when milestones are due and for whatconditions.



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You can create multiple standard coverage templates for the dierent service levels that you want to provide to acustomer. Let's say that you want to create a standard coverage to provide regular service from 9 a.m. to 6 p.m. everyday, for 5 days a week. In addition, you can create a standard coverage that provides service 24 hours a day, 7 days aweek.

1. Navigate to the Subscription Conguration work area.2. Select Standard Coverage in the Entitlements Management section.3. On the Manage Standard Coverage page, click Create Standard Coverage.4. Enter template name, description, and start date.5. Select an entitlement type.6. Click Save and Continue.

This is how you create a standard coverage placeholder. Now, you must add entitlements.

1. On the Edit Standard Coverage page, click Actions > Add Entitlements.2. Select the appropriate conditions from the Edit Covered Level page and click Next.3. Select the appropriate result columns and click Finish.

You can now see the Entitlement Rules section. Next, create the entitlement rules based on the columns that you haveadded.

After you create a standard coverage, create a default coverage.

Create Default CoverageA default coverage applies a standard coverage template to specic customers, or globally for all customers.

1. Sign in as a setup user.2. Go to the Subscription Conguration work area.3. On the Subscriptions landing page, click the Subscription Conguration tab.4. Click Entitlements Management > Default Coverage.5. Click Create to add a new coverage.6. Select the Default Level for the coverage:

◦ Select Global to assign the coverage to all customers.

Then select the standard coverage in the Coverage column that you want to apply to all customers.

◦ Select Customer to assign the coverage to a specic customer.

Then select the customer in the Default Level Value column, and then select the standard coverage inthe Coverage column that you want to apply to that customer.

7. Enter the start and end date for the coverage.8. Click Save.

Create Deep LinksDeep links are links that point to another page. Deep links come in handy when you want to enable direct navigationinto Oracle applications.



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You can use deep links to access subscription or subscription product without navigating through the subscriptionlanding page. For example, you can create a deep link to a subscription, then copy and paste that link to an emailmessage or notication. The recipient can use the link to directly access the subscription from the email or notication.

Subscription parameters used in deep linksTo directly access a subscription using deep links, you can use:

• Subscription Number

• Subscription ID

To directly access a subscription product using deep links, you can use:

• Subscription Product ID

• Subscription Product PUID

Create Subscription LinksHere's the URL syntax you can use to construct a link to open a subscription:

https://{ServerURL}/fscmUI/faces/deeplink?objType=SUBSCRIPTION&objKey={ObjKey}%3D{ParameterID}&action=EDIT

1. Replace Server URL with the URL of your environment.2. Replace ObjKey with either subscriptionNumber or subscriptionId.3. Based on the selected ObjKey type, replace ParameterID with either subscription ID or number.

For Example:

• The URL for a link to open the subscription number Subs2401 might look like:

https://subscription.oracle.com/fscmUI/faces/deeplink?objType=SUBSCRIPTION&objKey=subscriptionNumber%3DSubs2401&action=EDIT

• The URL for a link to open subscription ID 700100177392474 might look like:

https://subscription.oracle.com/fscmUI/faces/deeplink?objType=SUBSCRIPTION&objKey=subscriptionId%3D700100177392474&action=EDIT

Create Subscription Product LinksHere's the URL syntax you can use to construct a link to open a subscription product:

https://{ServerURL}/fscmUI/faces/deeplink?objType=SUBSCRIPTION_PRODUCT&objKey={ObjKey}%3D{ParameterID}&action=EDIT

1. Replace Server URL with the URL of your environment.2. Replace ObjKey with either subscriptionProductId or subscriptionProductPuid.3. Based on the selected ObjKey type, replace ParameterID with either subscription product Id or PUID.

For Example:

• The URL for a link to open the subscription product ID 00100177392480 might look like:

https://subscription.oracle.com/fscmUI/faces/deeplink?objType=SUBSCRIPTION_PRODUCT&objKey=subscriptionProductId%3D00100177392480&action=EDIT

• The URL for a link to open subscription product PUID 700100177392474 might look like:



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https://subscription.oracle.com/fscmUI/faces/deeplink?objType=SUBSCRIPTION_Product&objKey=subscriptionProductPuid%3D700100177392474&action=EDIT

Generate Data Model XMLUsing the BI Publisher, you can create a new layout template by adding the subscription data model aributes suppliedwith the application. To nd the subscription data model aributes, use Generate Data model XML to download thelatest data model aributes as the static XML le.

Here's the list of aribute types included in the downloaded data model XML le:

• Subscription

• Subscription additional parties

• Subscription team

• Subscription parties contacts

• Subscription product

• Subscription product charges

• Subscription product charge adjustments

• Subscription product charge tiers

• Subscription product bill lines

• Subscription product bill adjustments

• Subscription covered levels (all child entities)

• Subscription coverage line (coverage entitlement)

• Subscription product relationships

• Custom child aributes at subscription header and product level

Download Data Model XMLHere are the steps to download the data model XML:

1. Sign in as a setup user.2. Go to the Subscription Conguration work area.3. On the Subscriptions landing page, click the Subscription Conguration tab.4. Click Generate Data Model XML to download the OSSXMLDATA le in the XML format.

Create and Manage Account Receivables ServiceMappingsA service mapping is a referential map that creates relationships between services, sources, entities, and aributes. Itspecies a group of entities and aributes that a service can retrieve and update. You can use it to model entities andaributes in a declarative environment.



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The Subscription AR Integration service mapping provides a exible mechanism to map subscription aributes andcustom aributes to account receivables interface tables. The additional aributes are used for downstream invoicegrouping, invoice printing, reporting, and so on. The Subscription AR Integration seeded mapping is created betweensubscription and account receivables invoice interface. The integration supports mapping at the invoice header andinvoice line level. The Subscription AR Integration seeded mapping sends eligible subscription billing information toaccounts receivables. As an administrator, you can modify this seeded mapping, create additional entity aributes, anddene transformation logic for the aributes.

Here's a graphic that shows how a typical Subscription AR Integration service mapping is processed:

Service Mapping

Source

Subscription Account Receivables Interface

Algorithm

Fusion Account Receivables

Interface Algorithm

Input SDO

Subscription Management- Header- Line- Bill Lines- Sales Credit- Covered Levels- Charges

Output SDO

Steps to Setup the Subscription AR Integration Service MappingHere are the high-level steps to set up the Subscription AR Integration Service Mapping:

1. Create AR Descriptive Flexelds at the line and header level.2. Create and activate a sandbox. In this sandbox, create the required custom aributes (Subscription,

Subscription Product, Covered Level, and so on) at dierent levels using Application Composer. Duplicatestandard details layout, pull in required custom aributes, and publish the sandbox.

Note: You must ensure that the custom aribute data type matches with the ServiceMapping aribute data type.

3. Create Service Mapping with required aributes4. Edit and Publish Algorithm.5. Create Subscription. Enter the required details to verify custom aribute data and activate the subscription.6. Run the Send Subscription Information to Receivables ESS job.



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7. Connect to the database and verify database details for custom aributes using:

SELECT * FROM fusion.RA_INTERFACE_LINES_ALL where interface_line_attribute1=<subscription number>;

Conrm that the custom aribute values passed in the subscription are displayed against the correspondingcolumns in account receivables interface tables.

Create AR Transaction Line Descriptive FlexeldsHere are the steps for creating the line level descriptive exelds:

1. In the Setup and Maintenance work area, go to the Manage Descriptive Flexelds task.2. Enter RA_CUSTOMER_TRX_LINES in Flexeld Code and click Search.3. Select the Invoice Lines record from search results and click Edit.4. Click Create to create a new global segment record and enter the required details.

Note: From the Column Assignment section, note the value selected in the Table Columneld on the Create Segment page. This value is later used in the algorithm and the samecolumn value is queried in the database for the mapped value.

5. Click Save and Close.6. Click Deploy Flexeld.7. Click OK.

Create AR Transaction Header Descriptive FlexeldsHere are the steps for creating the header level descriptive exelds:

1. In the Setup and Maintenance work area, go to the Manage Descriptive Flexelds task.2. Enter RA_CUSTOMER_TRX in Flexeld Code and click Search.3. Select the Invoice Lines record from search results and click Edit.4. Click Create to create a new global segment record and enter the required details.

Note: From the Column Assignment section, note the value selected in the Table Columneld on the Create Segment page. This value is used in the algorithm and the same columnvalue is queried in the database for the mapped value.

5. Click Save and Close.6. Click Deploy Flexeld.7. Click OK once the deployment process is complete.

Congure Service MappingsHere are the steps for conguring the subscription service mappings:

1. Sign in as a setup user.2. Go to the Subscription Management work area.3. On the Subscriptions landing page, click the Subscription Conguration tab.4. Click Manage Service Mappings.5. Click Subscription AR Integration.6. From the Entity tab, select an entity .



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7. Click Add Row in the Details section to create custom entity aributes to map the custom descriptive exeldsaributes.

Note: Use the sux "_Custom" in the Aribute column when adding a custom descriptiveexelds aribute. For example, let assume that the custom aribute created in the abovesteps is ListPrice. To enter ListPrice in the Aribute column, you must use "ListPrice_Custom"as the value.

8. Click the Sources tab.9. Select the entity and map the new custom aributes to view object aributes.

10. Click the Services tab.11. Select the entity. Add the new custom aributes and provide the read and write access.

Edit and Publish AlgorithmHere are the steps required for editing and publishing algorithm:

1. Sign in as a setup user.2. Go to the Subscription Management work area.3. On the Subscriptions landing page, click the Subscription Conguration tab.4. Click Manage Algorithms.5. Select the Subscription Management and Account Receivables Integration algorithm and click Actions > Create

version to create a new version of this algorithm in the In progress status.6. Click the latest version of the Subscription Management and Account Receivables Integration algorithm to open

it in the edit mode.7. In the Algorithm tab, click Edit to edit Actions in the Each Row Actions section.8. On the Edit Actions page, enter the code for adding additional descriptive exelds aributes. Here's the table

that describes the values required in the code:

Name Description Examples of required values

AributeContext

This aribute is used to identify the ARdescriptive exelds.

TransactionLineD TransactionInterfaceHeaderD

AributeName

Table column or standard column name.

ATTRIBUTE8 or BU_NAME

AributeValue

Value of the aribute. You can sourcethis value from any subscription entity.

BillLines. ListPriceCustom Here BillLines is a subscription entity andListPrice_ Custom is an aribute.

FlexContext

Descriptive exelds context name

Invoice Lines

9. Go to the Variables tab.10. Select the CustomizationFlag value and update the Default expression value as "True".

Note: The Default expression value is set as "False" by default.



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11. Click Save and Close12. Select the same Subscription Management and Account Receivables Integration algorithm and click Actions >

Publish.

Run the Send Subscription Information to Receivables Scheduled ProcessAfter you create and activate a subscription, perform these steps to run the scheduled process:

1. Navigate to Navigator > Tools > Scheduled Processes.2. on the Schedule Processes Overview page, click Schedule New Process.3. In the Schedule New Process dialog box, enter Send Subscription Billing Information to Receivables in the

Name eld and click OK.4. In the Process Details dialog box, make the necessary selections.

◦ Click Process Options to set options such as language, currency, and time zone.

◦ Click Advanced to dene the schedule, notications, or output parameters.

◦ Select the Notify me when this process ends eld to receive an e-mail notication.

5. In the Basic Options section, add the required parameters to lter the billing transaction records.6. Click Submit.

You can use parameters to lter or group the billing transactions you want to interface with Oracle Receivables forinvoicing. Here's more information about the parameters you add:


Subscription Number

Enter a subscription number to interface bill lines based on the specic subscription to OracleReceivables.

BU Name

Enter a business unit name to interface bill lines based on the business unit to OracleReceivables.

Customer

Select a customer to interface bill lines based on the selected customer.

Subscription Prole

Select a subscription prole to interface the bill lines based on the selected prole name. Youcan use this parameter to group all high-volume customers or all preferred customers forinvoicing.

Interface Date

Enter the interface date to interface bill lines to Oracle Receivables that are grouped by aspecic date-based batch. This helps to accommodate future billing transactions.

Number of Processes

Use this parameter to create sub-processes before running the scheduled process. You canoptimize the performance of the billing process by seing process limits. By default, theapplication runs 10 sub-processes when you don't enter any value for this parameter.

Number of Records per Process Use this parameter in combination with the Number of Processes parameter to indicate

the records that are included per process while the scheduled process is running. By default,the application includes 10000 records for processing. You can also adjust the number ofprocesses or records per process based on your requirements.



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Set Up Coverage ServicesWhen you create an asset in Asset Lifecycle Management, the corresponding included warranty also gets created insubscription management for managing downstream customer asset transactions. As a subscription specialist, you canupdate coverage lines when a customer asset is updated in Asset Lifecycle Management or Installed Base to maintainasset coverage status in sync.

Subscription Management integrates with Asset Lifecycle Management and simplies xed asset accounting tasks.Standard asset management tasks, such as reinstating, transferring, spliing, expiring, replacing, and upgrading assets,can be streamlined with automated business ows.

Here is the summary of the common steps you must perform to set up coverage services:

Setup Steps Details

Set up business units and assignbusiness function, ledger, or legalentity for Subscriptions.

For more information, see Dene Business Units, Assign Business Function, and Assign Ledgerand Legal Entity in the Subscription Management Setup Checklist chapter.

Set up party, account, and accountsites.

For more information, see Create and Manage Customers in the Subscription ManagementSetup Checklist chapter

Set up Order ManagementParameters.

For more information, see Dene Order Management Parameters in Subscriptions in theSubscription Management Setup Checklist chapter.

Set up prole option code for timeunit mapping.

For more information, see Specify Time Unit Mapping Management Setup Checklist chapter.

Set up the manage subscription timeunit mappings.

For more information, see Dene Subscription Time Unit Mappings in the SubscriptionManagement Setup Checklist chapter.

Set up included warranty items andcoverage items.

For more information, see Manage Items in the Subscription Management Setup Checklistchapter.

Set up pricing strategy and charges.

For more information, see Dene Pricing in the Subscription Management Setup Checklistchapter.


Chapter 6Set Up Subscription 360

45

6 Set Up Subscription 360

Enable Subscription 360 in AccountsThe Subscriptions subtab in the sales Accounts details page, also known as Subscription 360, summarizes informationabout subscriptions owned by the customer.

Salespeople can use the Subscription 360 page to see active subscriptions, draft subscriptions, subscriptions aboutto expire, and monthly recurring revenue of active subscriptions. Salespeople can also use it to create and managesubscriptions and review key metrics. The Subscription 360 task ow can be embedded in Accounts, Contacts, orHouseholds objects based on your business requirements.

To enable the Subscriptions subtab in the Account Details page:

1. Sign in to the application as a setup user.2. Ensure that you're working in an active sandbox.3. Navigate to Application Composer in the Conguration category.4. In the navigation tree, expand Standard Objects, expand Account, and click Pages.5. Ensure that the Simplied Pages tab is selected.6. In the Details Page Layout section, duplicate the Standard layout.7. Enter a new layout name, and click Save and Edit.

The Details Layout page appears.8. Click Add in the Subtabs region.

The Create Subtab page appears.9. Select Mashup Content and click Next.

The Select Mashup Content page appears.10. Click Task Flows.11. Select Subscriptions and click Insert.

The Task Flows page appears.12. Enter Subscriptions as the Display Label.

This subtab appears on the Account page.13. Click the default image and select an appropriate image to change the default image on the subtab.14. Select Registry ID as the Party Number.15. Click Save and Close.16. On the Details Layout page, click Done.17. Ensure that the layout status for your new layout is Active.18. As a salesperson or sales manager, navigate to Sales > Accounts to test the changes. Verify that you can see

the Subscriptions subtab on the Edit Account page.


Chapter 6Set Up Subscription 360

46

Congure the Subscriptions Role for SalespeopleSalespeople working with accounts may not have access to the Subscriptions page. In such a scenario, even if theycan see Subscription subtab, also known as Subscription 360, on the Accounts page, they can't view, create, or editsubscriptions.

To enable Subscriptions 360 for salespeople:

1. Sign in to the application as an administrator with the IT Security Manager (ORA_FND_IT_SECURITY_MANAGER_JOB)role.

2. Click Navigator > Security Console.3. Search for the role to which you want to grant Subscription Management permissions.4. On the Function Security page, click Add Function Security Policy.5. In the Add Function Security Policy dialog box, search for the View Subscriptions for an Account privilege.6. Click Add Privilege to Role.7. Click Next to go to the Data Security Policy page.8. Click Create Data Security Policy.9. On the Create Data Security Policy dialog box:

a. Enter the policy name, for example, Grant on Subscription.b. Select Subscription as the Database Resource.c. Enter start and end dates.d. Select the appropriate data set.e. Select all the available actions to grant complete access to subscription.f. Click Ok.

10. Click Next to the go to the Role Hierarchy page.11. Click Add Role and add these duty roles:

◦ Subscription Amendment External

◦ Subscription Authoring External

◦ Subscription Search and View Access External

12. Verify the summary information and click Submit and Close.


Chapter 7Integrate Revenue Management

47

7 Integrate Revenue Management

Integration OverviewYou can use Oracle Revenue Management to automate end-to-end revenue compliance and revenue recognitionprocesses for your enterprise.

You can integrate Oracle Revenue Management with Oracle Subscription Management to ensure that the revenueschedule for a subscription is reected accurately for revenue recognition. The integration also ensures that therevenue is recognized based on the new ASC 606 and IFRS 15 standards.

Here's what you can do with this integration:

• Automatically import subscription lines for subscription or usage-based products.

• Automatically import subscription changes as revisions from Subscription Management, which are treated asretrospective accounting contract revisions in Revenue Management.

• Import various performance events from Subscription Management to record initial performance events andsatisfaction events in Revenue Management.

• Import subscription billing information from Oracle Account Receivables to Oracle Revenue Management toclear contract asset balances, record discounts or premiums, and record initial performance events.

To create customer contracts and performance obligations, you must import the subscription data into RevenueManagement. Revenue is recognized for performance obligations as and when dierent subscription events occur. Hereare the subscription events that initiate data transfer from Subscription Management to Revenue Management:

• Subscription activation

• Subscription amendment

• Subscription renewal

• Subscription termination

• Usage-based subscription billing

• Evergreen subscription billing

• Apply pricing term

This table explains how this integration handles dierent subscription scenarios:

Scenarios Impact

Revenue contracts identication

Each subscription line is treated as a revenue contract. If the subscription line is part of abundle, the complete bundle is treated as a revenue contract. You can modify this functionalityby changing the Contract Identication rule.

Performance obligations andpromised details identication

Each subscription product charge line is treated as a separate promised detail. By default, eachsubscription product is treated as an independent performance obligation. You can modify thisfunctionality by changing the Performance Obligation Identication rule.



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Scenarios Impact

Revenue recognition for one-time,recurring, and usage charges

One-time charges are recognized on subscription activation. Recurring charges are recognizedover the subscription duration. Usage charges are recognized as and when usage charges arebilled. Usage charges result in a new revenue contract.

Subscription amendments,terminations, and renewals impact

Amendments and terminations result in a material modication or termination of the existingrevenue contract. Renewals and amendments result in a new revenue contract.

Evergreen subscriptions impact onrevenue

Evergreen Subscriptions result in a new revenue contract for every billing cycle. Subscriptionswith anniversary pricing result in a new revenue contract for every pricing term.

Standalone selling price calculation

The charge list price is used as the standalone selling price.

Additional charges and billadjustments calculation

All additional adjustments and bill adjustments result in a material modication of the existingrevenue contract.

Integration Set Up StepsHere are the steps to enable Revenue Management integration with Subscription Management:

1. In the Setup and Maintenance work area, navigate to the Manage System Options for Revenue Managementpage by selecting these options

◦ Oering: Financial

◦ Functional Area: Revenue Management

◦ Task: Manage System Options for Revenue Management

2. Click Add from the Integration section to add a row in the Source Document Types table.3. In the Ledger eld, select a appropriate ledger.4. In the Source Document Type eld, select Oracle Subscription Management.5. In the Appropriate Revenue Clearing eld, select a revenue clearing account.6. Click Save and Close.

Examples of Subscription Impact on RevenueManagementWhen you activate a subscription in Subscription Management, the integration process automatically transfers data tothese Oracle Revenue Management database tables:



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Interface Table Description

VRM_ SOURCE_ DOCUMENTS

Stores the basic subscription header information such as document date, document number,bill-to customer ID, bill-to site ID, subscription start date, subscription number, and so on.

VRM_ SOURCE_ DOC_LINES

Stores information about the subscription lines, such as the quantity, unit selling price, and lineamount.

VRM_ SOURCE_ DOC_SUB_LINES

Stores the information about satisfaction events.

This example describes how the subscription data is processed by the Revenue Management and inserted into:

• VRM_SOURCE_DOC_LINES

• VRM_SOURCE_DOC_SUB_LINES

Here's the table that summarizes subscription types and fees associated with a Blast Internet Connection subscription:

Subscription Fee Blast Internet Basic Blast Internet Premium

Activation Fee (One-time)

$80

$80

Internet Fee (Recurring)

$50

$60

Consumption Fee (Usage)

Free Allowance: 100GB Usage fee after 100 GB: $1 for every 2GB

Free Allowance: 100GB Usage fee after 100 GB: $1 for every 2GB

• The extra usage fee is charged when your customer exceeds the data consumption limit of 100 gigabytes (GB)per month. When internet data consumption exceeds this limit, the customer is charged with $1 for every 2 GBof extra usage.

• At any time, the customer can upgrade his subscription and opt for the premium package that costs $60 permonth.

• The customer has purchased the Blast Internet Basic subscription for 12 months.

Scenario 1: Basic Subscription ActivationThis scenario covers the impact of activating the Blast Internet Basic subscription on the Revenue Managementdatabase tables.

Impact on VRM_SOURCE_DOC_LINESHere's the table that displays the values inserted in the VRM_SOURCE_DOC_LINES database table:



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Table Aributes Doc Line 1 Doc Line 2

Source Line

Source Line 1

Source Line 2

Item

Blast Internet Basic


Extensible Aribute 1

Internet (Recurring)

Activation Fee(One-time)


Monthly

One-time

UOM

Year

Year

Quantity

1

1

Unit Selling Price

600

80

Line Amount

600

80

List Price

600

80

Version Number

1

1

Version Indicator

Null

Null

Plan Start Date

01-Jan-2020

Plan End Date

31-Dec-2020

Satisfaction Measurement Model

ORA_ MEASURE_ PERIOD_ SATISFIED

ORA_ MEASURE_ QUANTITY_ SATISFIED

Subscription activation results in the addition of two rows in this table:

• Doc Line 1 stores the values associated with the recurring monthly internet fee of $50. Therefore, the unitselling price becomes $600 ($50 for 12 months).

• Doc Line 2 stores the values associated with the one-time activation fee of $80.

Impact on VRM_SOURCE_DOC_SUB_LINESThe application populates the values in this table only when the customer completes the payment for a fee typeapplicable to his subscription. Here's the table that displays the values inserted in the VRM_SOURCE_DOC_SUB_LINESdatabase table:



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Table Aributes Doc Sub Line 1

Source Line

2

Sub Line Type Code

ORA_ SATIS_ EVENT_ SMM_QUANTITY

Satisfaction Measurement Date

1-Jan-2020

Satised Quantity

1

As the customer pays the activation fee at the time of subscription activation, only the activation fee meets thesatisfaction criteria.

Once the monthly fee of $50 meets the satisfaction criteria, the application adds a new row at the end of every month.

Scenario 2: Subscription with Usage feeThis scenario covers the situation where an extra consumption fee is applicable because the customer exceeds hisinternet data limit of 100 GB per month by:

• 20 GB in January

• 30 GB in February

Here's the table that demonstrates the values inserted in the VRM_SOURCE_DOC_LINES database table when the usagefee is applied to the subscription:


Source Line

Source Line 3

Source Line 4

Item






UOM

Year

Year

Quantity

120

130

Unit Selling Price

10/120

15/130

Line Amount

10

15

List Price 10/120 15/130



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Plan Start Date

01-Jan-2020

01-Feb-2020

Plan End Date

31-Jan-2020

28-Feb-2020

Satisfaction Measurement Model



Note: New rows in the VRM_SOURCE_DOC_LINES table aren't inserted at the time of subscription activation.A new accounting contract is created for every usage line to apply the usage fee on subscription. Thecustomer is charged only when the usage fee becomes applicable.

The usage fee results in the addition of two rows:

• Doc Line 3 stores the values associated with the usage fee associated with January. Line Amount is $10 as thecustomer has used 20 GB extra data, and every 2 GB data costs $1.

• Doc Line 4 stores the values associated with the usage fee associated with February. Line Amount is $15 as thecustomer has used 30 GB extra data.

Exceeding the usage limit doesn't impact the VRM_SOURCE_DOC_SUB_LINES values. TheVRM_SOURCE_DOC_SUB_LINES table displays the same values as described in Scenario 1.

Scenario 3: Upgraded SubscriptionThis scenario covers the situation where the customer decides to upgrade his subscription to premium, which costs $60per month, for six months from 01-July-2020 to 31-Dec-2020.

Here's the table that displays the values inserted in the VRM_SOURCE_DOC_LINES database table when the customerupgrades the subscription:

Table Aributes Doc Line 1 Doc Line 2 Doc Line 3 Doc Line 4

Source Line

Source Line 1

Source Line 2

Source Line 3

Source Line 1

Item



Blast Internet Premium




Activation Fee (One-time)




Monthly

One-time

Monthly

Monthly

UOM

Year

Year

Year

Year

Quantity 1 1 1 1



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Table Aributes Doc Line 1 Doc Line 2 Doc Line 3 Doc Line 4

Unit Selling Price

600

80

360

600

Line Amount

600

80

360

300

List Price

600

80

360

600

Version Number

1

1

1

2

Version Indicator

Null

Null

Null

Y

Plan Start Date

01-Jan-2020

01-Jul-2020

01-Jan-2020

Plan End Date

31-Dec-2020

31-Dec-2020

30-Jun-2020

SatisfactionMeasurement Model

ORA_ MEASURE_PERIOD_ SATISFIED

ORA_ MEASURE_QUANTITY_ SATISFIED



When the customer upgrades his subscription, two new rows are inserted in this Revenue Management table:

• Doc Line 3 stores the values associated with the recurring premium monthly internet fee of $60. Therefore, theunit selling price becomes $360 ($60 for 6 months).

• Doc Line 4 is created as the new version of Doc Line 1, which was created at the time of the subscriptionactivation. Doc Line 4 stores the values associated with the monthly internet fee paid until 30 June 2020.Therefore, the unit selling price becomes $300 ($50 *6 months). As Doc Line 4 is created as the replacement ofDoc Line 1, the Version Number value is updated as 2 and the Version Indicator value is updated as Y.

Upgrading the subscription doesn't impact the VRM_SOURCE_DOC_SUB_LINES values. TheVRM_SOURCE_DOC_SUB_LINES table displays the same values as described in Scenario 1.

Related Topics

• How Revenue Basis Import Data Is Processed

• How Revenue Recognition Is Processed

http://www.oracle.com/pls/topic/lookup?ctx=fa20b&id=FAFRM2197843

http://www.oracle.com/pls/topic/lookup?ctx=fa20b&id=FAFRM2321853



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Glossary

55

Glossarybusiness function

A business process or an activity that can be performed by people working within a business unit. Describes how abusiness unit is used.

chart of accounts

The account structure your organization uses to record transactions and maintain account balances.

division

A business-oriented subdivision within an enterprise. Each division is organized to deliver products and services oraddress different markets.

legal entity

An entity identified and given rights and responsibilities by commercial law through the registration with country'sappropriate authority.

primary ledger

Main record-keeping ledger.

reference data set

Contains reference data that can be shared across a number of business units or other determinant types. A setsupports common administration of that reference data.

resource

People designated as able to be assigned to work objects, for example, service agents, sales managers, or partnercontacts. A sales manager and partner contact can be assigned to work on a lead or opportunity. A service agent can beassigned to a service request.


Glossary

56

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