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Oracle® Fusion Applications

Licensing Information

11g Release 6 (11.1.6)

January 2013

Oracle Fusion Applications Licensing Information

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 2

Oracle® Fusion Applications Licensing Information 11g Release 6 (11.1.6)

Copyright © 2012-2013 Oracle and/or its affiliates. All rights reserved.

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Contents

1 Preface ................................................................................................................. 15 1.1 Oracle Fusion Applications Help ................................................................... 15 1.2 Oracle Fusion Applications Guides ............................................................... 15

1.3 Other Information Sources ............................................................................ 17

1.3.1 My Oracle Support .................................................................................. 17

1.3.2 Oracle Enterprise Repository for Oracle Fusion Applications ................. 17 1.4 Documentation Accessibility .......................................................................... 18 1.5 Comments and Suggestions ......................................................................... 18

2 Overview .............................................................................................................. 19

3 Oracle Fusion Financials ...................................................................................... 20 3.1 Oracle Fusion Accounting Hub ...................................................................... 20

3.1.1 Separately Licensed Prerequisite Products ............................................ 20

3.1.1.1 All Implementations .......................................................................... 20 3.1.1.2 Perpetual Implementations ............................................................... 20

3.1.2 Components and Features ..................................................................... 20

3.1.3 Restricted-Use Licensing ........................................................................ 21

3.1.4 General Licensing Information ................................................................ 22 3.2 Oracle Fusion Advanced Collections ............................................................. 22

3.2.1 Separately Licensed Prerequisite Products ............................................ 22 3.2.1.1 All Implementations .......................................................................... 22 3.2.1.2 Perpetual Implementations ............................................................... 22

3.2.2 Components and Features ..................................................................... 23 3.2.3 Restricted-Use Licensing ........................................................................ 23

3.2.4 General Licensing Information ................................................................ 24 3.3 Oracle Fusion Automated Invoice Processing ............................................... 24




3.3.3 Restricted-Use Licensing ........................................................................ 25 3.3.4 General Licensing Information ................................................................ 25

3.4 Oracle Fusion Expenses ............................................................................... 25 3.4.1 Separately Licensed Prerequisite Products ............................................ 26

3.4.1.1 All Implementations .......................................................................... 26

3.4.1.2 Perpetual Implementations ............................................................... 26 3.4.2 Components and Features ..................................................................... 26


3.5 Oracle Fusion Financial Reports Center ....................................................... 28 3.5.1 Separately Licensed Prerequisite Products ............................................ 28


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3.6 Oracle Fusion Financials ............................................................................... 29 3.6.1 Separately Licensed Prerequisite Products ............................................ 29


3.6.1.2 Perpetual Implementations ............................................................... 29



3.7 Oracle Fusion Transactional Business Intelligence for Financials ................. 32 3.7.1 Separately Licensed Prerequisite Products ............................................ 32


3.7.2 Components and Features ..................................................................... 33 3.7.3 Restricted-Use Licensing ........................................................................ 33 3.7.4 General Licensing Information ................................................................ 34

4 Oracle Fusion Procurement .................................................................................. 35

4.1 Oracle Fusion Procurement Contracts .......................................................... 35

4.1.1 Separately Licensed Prerequisite Products ............................................ 35 4.1.1.1 All Implementations .......................................................................... 35

4.1.1.2 Perpetual Implementations ............................................................... 35 4.1.2 Components and Features ..................................................................... 35 4.1.3 General Licensing Information ................................................................ 36

4.2 Oracle Fusion Purchasing ............................................................................. 36 4.2.1 Separately Licensed Prerequisite Products ............................................ 36



4.2.3 Separately Licensed Options .................................................................. 37 4.2.4 General Licensing Information ................................................................ 37

4.3 Oracle Fusion Sourcing ................................................................................. 37 4.3.1 Separately Licensed Prerequisite Products ............................................ 37


4.3.2 Components and Features ..................................................................... 38 4.3.3 General Licensing Information ................................................................ 38

4.4 Oracle Fusion Supplier Portal ........................................................................ 38





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4.4.3 General Licensing Information ................................................................ 39 4.5 Oracle Fusion Self Service Procurement ...................................................... 39




4.6 Oracle Fusion Transactional Business Intelligence for Procurement ............ 40



4.6.1.2 Perpetual Implementations ............................................................... 41 4.6.2 Components and Features ..................................................................... 41 4.6.3 General Licensing Information ................................................................ 41

5 Oracle Fusion Project Portfolio Management Licensing Information .................... 42

5.1 Oracle Fusion Project Billing ......................................................................... 42 5.1.1 Separately-Licensed Prerequisite Products ............................................ 42




5.1.3.1 Oracle Fusion Financials .................................................................. 43

5.1.3.2 Oracle Fusion Human Capital Management .................................... 44 5.1.3.3 Oracle Fusion Customer Relationship Management - Sales ............ 44

5.1.4 General Licensing Information ................................................................ 44 5.2 Oracle Fusion Project Contracts .................................................................... 44




5.3 Oracle Fusion Project Control ....................................................................... 45



5.3.3 Restricted-Use Licensing ........................................................................ 47 5.3.3.1 Oracle Fusion Financials .................................................................. 47 5.3.3.2 Oracle Fusion Human Capital Management .................................... 48 5.3.3.3 Oracle Fusion Customer Relationship Management - Sales ............ 48

5.3.4 General Licensing Information ................................................................ 48

5.4 Oracle Fusion Project Costing ....................................................................... 48



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5.4.2 Components and Features ..................................................................... 49 5.4.3 Restricted-Use Licensing ........................................................................ 49

5.4.3.1 Oracle Fusion Financials .................................................................. 50

5.4.3.2 Oracle Fusion Human Capital Management .................................... 50 5.4.3.3 Oracle Fusion Customer Relationship Management - Sales ............ 50

5.4.4 General Licensing Information ................................................................ 50 5.5 Oracle Fusion Project Integration Gateway ................................................... 51





5.6 Oracle Fusion Project Performance Reporting .............................................. 52 5.6.1 Separately Licensed Prerequisite Products ............................................ 52


5.6.3 General Licensing Information ................................................................ 53 5.7 Oracle Fusion Transactional Business Intelligence for Projects .................... 54





6 Oracle Fusion Human Capital Management ......................................................... 56 6.1 Oracle Fusion Benefits .................................................................................. 56




6.2 Oracle Fusion Global Human Resources ...................................................... 57



6.2.3 General Licensing Information ................................................................ 59 6.3 Oracle Fusion Global Payroll ......................................................................... 59




6.4 Oracle Fusion Global Payroll Interface .......................................................... 61


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6.4.2 Components and Features ..................................................................... 61 6.4.3 Restricted-Use Licensing ........................................................................ 62 6.4.4 General Licensing Information ................................................................ 62

6.5 Oracle Fusion Goal Management .................................................................. 62 6.5.1 Separately Licensed Prerequisite Products ............................................ 62



6.5.2 Licensing Options ................................................................................... 63 6.5.3 General Licensing Information ................................................................ 63

6.6 Oracle Fusion Performance Management ..................................................... 63 6.6.1 Separately Licensed Prerequisite Products ............................................ 63



6.7 Oracle Fusion Talent Review ........................................................................ 64




6.7.3 General Licensing Information ................................................................ 66 6.8 Oracle Fusion Transactional Business Intelligence for Human Capital Management ........................................................................................................... 66


6.8.1.2 Perpetual Implementations ............................................................... 67 6.8.2 Licensing Options ................................................................................... 67 6.8.3 General Licensing Information ................................................................ 67

6.9 Oracle Fusion Workforce Compensation ....................................................... 68 6.9.1 Separately Licensed Prerequisite Products ............................................ 68



6.10 Oracle Fusion Workforce Directory Management ...................................... 70 6.10.1 Separately Licensed Prerequisite Products ............................................ 70




6.11 Oracle Fusion Workforce Lifecycle Manager ............................................. 71


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6.12 Oracle Fusion Workforce Predictions ......................................................... 73 6.12.1 Separately Licensed Prerequisite Products ............................................ 73




6.12.3 General Licensing Information ................................................................ 74 7 Oracle Fusion Supply Chain Management ........................................................... 75

7.1 Oracle Fusion Distributed Order Orchestration ............................................. 75 7.1.1 Separately Licensed Prerequisite Products ............................................ 75



7.2 Oracle Fusion Distributed Order Orchestration User ..................................... 76




7.2.3 General Licensing Information ................................................................ 78 7.3 Oracle Fusion Global Order Promising .......................................................... 78




7.4 Oracle Fusion Inventory Management .......................................................... 80



7.4.3 General Licensing Information ................................................................ 81 7.5 Oracle Fusion Product and Catalog Management ......................................... 81



7.5.3 General Licensing Information ................................................................ 83 7.6 Oracle Fusion Product Hub ........................................................................... 83



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7.6.3 General Licensing Information ................................................................ 84 7.7 Oracle Fusion Product Hub Data Steward .................................................... 85



7.7.3 General Licensing Information ................................................................ 86

7.8 Oracle Fusion Product Hub for Communications .......................................... 86 7.8.1 Separately Licensed Prerequisite Products ............................................ 86



7.9 Oracle Fusion Product Hub for Retail ............................................................ 87 7.9.1 Separately Licensed Prerequisite Products ............................................ 88




7.9.3 General Licensing Information ................................................................ 89 7.10 Oracle Fusion Transactional Business Intelligence for Supply Chain Management ........................................................................................................... 89



7.10.3 General Licensing Information ................................................................ 90 8 Oracle Fusion Customer Relationship Management - Sales ................................ 91

8.1 Oracle Fusion CRM Base .............................................................................. 91



8.1.3 General Licensing Information ................................................................ 92 8.2 Oracle Fusion CRM Desktop ......................................................................... 92



8.2.3 General Licensing Information ................................................................ 93 8.3 Oracle Fusion Enterprise Contracts Base ..................................................... 93



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8.3.3 General Licensing Information ................................................................ 95 8.4 Oracle Fusion Incentive Compensation ......................................................... 95




8.4.4 General Licensing Information ................................................................ 97 8.5 Oracle Fusion Opportunity Landscape .......................................................... 98



8.5.3 General Licensing Information ................................................................ 99 8.6 Oracle Fusion Quota Management ............................................................... 99




8.6.2 Components and Features ................................................................... 100 8.6.3 General Licensing Information .............................................................. 100

8.7 Oracle Fusion Sales Campaigns ................................................................. 101 8.7.1 Separately Licensed Prerequisite Products .......................................... 101

8.7.1.1 All Implementations ........................................................................ 101

8.7.1.2 Perpetual Implementations ............................................................. 101 8.7.2 Components and Features ................................................................... 101

8.7.3 General Licensing Information .............................................................. 102 8.8 Oracle Fusion Sales Catalog ....................................................................... 102

8.8.1 Separately Licensed Prerequisite Products .......................................... 102

8.8.1.1 All Implementations ........................................................................ 102 8.8.1.2 Perpetual Implementations ............................................................. 102


8.9 Oracle Fusion Sales Predictor ..................................................................... 103 8.9.1 Separately Licensed Prerequisite Products .......................................... 103


8.9.2 Components and Features ................................................................... 104

8.9.3 General Licensing Information .............................................................. 104

8.10 Oracle Fusion Smart Phone Edition ......................................................... 104 8.10.1 Separately Licensed Prerequisite Products .......................................... 104



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8.10.1.2 Perpetual Implementations ............................................................. 105 8.10.2 Components and Features ................................................................... 105 8.10.3 General Licensing Information .............................................................. 106

8.11 Oracle Fusion Territory Management ....................................................... 106 8.11.1 Separately Licensed Prerequisite Products .......................................... 106




8.12 Oracle Fusion Transactional Business Intelligence for Customer Relationship Management ..................................................................................... 107

8.12.1 Separately Licensed Prerequisite Products .......................................... 107 8.12.1.1 All Implementations ........................................................................ 108 8.12.1.2 Perpetual Implementations ............................................................. 108


9 Oracle Fusion Customer Relationship Management - Marketing ....................... 109 9.1 Oracle Fusion Email Marketing Server ........................................................ 109



9.1.1.2 Perpetual Implementations ............................................................. 109


9.2 Oracle Fusion Marketing ............................................................................. 110 9.2.1 Separately Licensed Prerequisite Products .......................................... 110


9.2.1.2 Perpetual Implementations ............................................................. 110 9.2.2 Components and Features ................................................................... 111

9.2.3 General Licensing Information .............................................................. 111 9.3 Oracle Fusion Marketing Segmentation ...................................................... 112




10 Oracle Fusion Partner Relationship Management Licensing Information ........... 114 10.1 Oracle Fusion Partner Relationship Management for Channel Managers 114


10.1.1.3 Other Implementations ................................................................... 114

10.1.2 Components and Features ................................................................... 115 10.1.3 Restricted-Use Licensing ...................................................................... 115 10.1.4 General Licensing Information .............................................................. 116


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10.2 Oracle Fusion Partner Relationship Management for Partners ................ 116 10.2.1 Separately Licensed Prerequisite Products .......................................... 116

10.2.1.1 Partner Program Implementations.................................................. 116

10.2.1.2 Perpetual Implementations ............................................................. 116 10.2.2 Components and Features ................................................................... 117 10.2.3 Restricted-Use Licensing ...................................................................... 117 10.2.4 General Licensing Information .............................................................. 117

10.3 Oracle Fusion Territory Management for Channel Managers .................. 118



10.3.1.2 Perpetual Implementations ............................................................. 118 10.3.2 Components and Features ................................................................... 119 10.3.3 Restricted-Use Licensing ...................................................................... 119 10.3.4 General Licensing Information .............................................................. 119

11 Oracle Fusion Customer Relationship Management - Customer Data Management Licensing Information ............................................................................................... 120

11.1 Oracle Fusion Customer Hub Data Steward ............................................ 120 11.1.1 Separately Licensed Prerequisite Products .......................................... 120


11.1.1.2 Perpetual Implementations ............................................................. 120


11.1.3 General Licensing Information .............................................................. 121 11.2 Oracle Fusion Customer Hub for Organizations ...................................... 122



11.3 Oracle Fusion Customer Management Foundation for Organizations ..... 124 11.3.1 Separately Licensed Prerequisite Products .......................................... 124



11.4 Oracle Fusion Customer Hub for Persons ............................................... 125



11.5 Oracle Fusion Management Foundation for Persons ............................... 128



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11.6 Oracle Fusion Data Quality Address Cleansing ....................................... 129



11.7 Oracle Fusion Data Quality Matching ....................................................... 131



12 Oracle Fusion Application Tools ......................................................................... 133

12.1 Oracle Fusion Applications Extensibility Framework ................................ 133 12.1.1 Separately Licensed Prerequisite Products .......................................... 133


13 Oracle Fusion Governance, Risk and Compliance ............................................. 135

13.1 Oracle Fusion Application Access Controls Governor .............................. 135

13.1.1 Components and Features ................................................................... 135 13.1.2 Restricted-Use Licensing ...................................................................... 135

13.1.3 General Licensing Information .............................................................. 136 13.2 Oracle Fusion Application Access Controls for Fusion Applications Option 136

13.2.1 Separately Licensed Prerequisite Products .......................................... 136 13.2.2 Components and Features ................................................................... 136



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1 Preface

This document, which is part of the Program Documentation under the terms of your Oracle licensing agreement, is intended to help you understand the features, functionality, and options available for Oracle Programs and the licenses required to use them. Oracle offers a variety of licensing options that determine your rights to run the Oracle Programs. If you have a question about your licensing needs, please contact your Oracle sales representative, contact the License Management Services representative listed at this URL: http://www.oracle.com/us/corporate/license-management-

services/index.html, or refer to the resources listed in "Oracle Fusion Applications Guides" or "Other Information Sources" for more information.

This Preface discusses these topics:

Oracle Fusion Applications Help

Oracle Fusion Applications Guides

Other Information Sources

Documentation Accessibility

Comments and Suggestions

1.1 Oracle Fusion Applications Help

You can access Oracle Fusion Applications Help for the current page, section, activity, or task by clicking the help icon. The following figure depicts the help icon.

With a local installation of help, you can add custom help files to replace or supplement the provided content. Help content patches are regularly made available to ensure you have access to the latest information. Patching does not affect your custom content.

1.2 Oracle Fusion Applications Guides

Oracle Fusion Applications guides are a structured collection of the help topics, examples, and FAQs from the help system packaged for easy download and offline reference, and sequenced to facilitate learning. You can access the guides from the Guides menu in the global area at the top of Oracle Fusion Applications Help pages.

Guides are designed for specific audiences and can be product-specific or common to multiple products. The next two tables describe the purpose, organization, and intended audience for the product-specific and common guides.

http://www.oracle.com/us/corporate/license-management-services/index.html

http://www.oracle.com/us/corporate/license-management-services/index.html


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This table describes the product-specific guides.

Guide Type Intended Audience Purpose

User Guides

Users who perform business process tasks

Managers who need an overview of the business processes

Address the tasks in one or more business process.

Implementation Guides Implementers Address setup and configuration tasks of the licensed applications.

They are organized to follow the task list sequence of the offerings, as displayed within the Setup and Maintenance work area provided by Oracle Fusion Functional Setup Manager.

Concept Guides Decision makers, such as chief financial officers, financial analysts, and implementation consultants

Explain the key concepts and decisions for a specific area of functionality.

They are organized by the logical flow of features and functions.

Security Reference Manuals

Implementers, security administrators, and auditors

Describe the predefined data that is included in the security reference implementation for one offering. They are intended They are organized by role.

To supplement these guides, which cover specific business processes and offerings, the following guides address common areas:

Guide Intended Audience Purpose

Common User Guide All users Explains tasks performed by most users.

Common Implementation Guide

Implementers Explains tasks within the Define Common Applications Configuration task list, which is included in all offerings.

Functional Setup Manager User’s Guide

Implementers Explains how to use Oracle Fusion Functional Setup Manager to plan, manage, and track your implementation projects, migrate setup data, and validate implementations.


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Guide Intended Audience Purpose

Technical Guides System administrators, application developers, and technical members of implementation teams

Explain how to install, patch, administer, and customize Oracle Fusion Applications.

Note: Not applicable for Oracle Cloud implementations.

Note. For guides that are not available from the Guides menu, go to the Oracle Technology Network at http://www.oracle.com/technetwork/indexes/documentation.

1.3 Other Information Sources

1.3.1 My Oracle Support

Oracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

Use the My Oracle Support Knowledge Browser to find documents for a product area. You can search for release-specific information, such as patches, alerts, white papers, and troubleshooting tips. Other services include health checks, guided life cycle advice, and direct contact with industry experts through the My Oracle Support Community.

1.3.2 Oracle Enterprise Repository for Oracle Fusion Applications

Oracle Enterprise Repository for Oracle Fusion Applications provides details on service-oriented architecture assets to help you manage the life cycle of your software from planning through implementation, testing, production, and changes.

In Oracle Fusion Applications, you can use Oracle Enterprise Repository at

http://fusionappsoer.oracle.com for:

Technical information about integrating with other applications, including services,

operations, composites, events, and integration tables. The classification scheme

shows the scenarios in which you use the assets, and includes diagrams,

schematics, and links to other technical documentation.

Other technical information such as reusable components, policies, architecture

diagrams, and topology diagrams.

http://fusionappsoer.oracle.com/


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Note. The content of Oracle Enterprise Repository reflects the latest release of Oracle Fusion Applications.

1.4 Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/us/corporate/accessibility/index.html.

1.5 Comments and Suggestions

Your comments are important to us. We encourage you to send us feedback about Oracle Fusion Applications Help and guides. Please send your suggestions to [email protected]. You can use the Send Feedback to Oracle link in the footer of Oracle Fusion Applications Help.

http://www.oracle.com/us/corporate/accessibility/index.html

mailto:[email protected]?subject=Suggestions


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2 Overview

This document describes the Oracle Fusion Applications licensing details including:

Separately licensed prerequisite products

Components and features

Restricted use licensing

General licensing information


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3 Oracle Fusion Financials

3.1 Oracle Fusion Accounting Hub

Oracle Fusion Accounting Hub offers a flexible approach to system adoption, allowing customers to implement Oracle Fusion Financials in an evolutionary manner. As an accounting integration platform, Oracle Fusion Accounting Hub standardizes the accounting from multiple third-party transactional systems to consistently enforce accounting policies and meet multiple reporting requirements in an automated and controlled fashion. As a reporting platform, Oracle Fusion Accounting Hub offers Oracle E-Business Suite and PeopleSoft customers exceptional reporting and analytics with minimal disruption to their current financial processes.

3.1.1 Separately Licensed Prerequisite Products

The following prerequisite products require separate licenses.

3.1.1.1 All Implementations

All implementations require the following prerequisite products:

Oracle Fusion Financial Reports Center

Oracle Fusion Transactional Business Intelligence for Financials

Golden Gate (required if using the standard integration to move Oracle E-Business Suite General Ledger balance records to Oracle Fusion Financials General Ledger balances)

3.1.1.2 Perpetual Implementations

Perpetual implementations also require the following prerequisite products:

Oracle Database Enterprise Edition

Oracle WebLogic Suite for Oracle Applications

Oracle SOA Suite for Oracle Middleware for Oracle Applications

Oracle WebCenter Portal for Oracle Applications

Oracle Identity and Access Management Suite Plus for Oracle Applications

Oracle Business Intelligence Foundation Suite for Oracle Applications

Oracle Application Management Pack for Oracle Fusion Applications

3.1.2 Components and Features

The following table describes the key features of the products and components included with a license for Oracle Fusion Accounting Hub.


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Licensed Program Product or Component Included with License

Key Features

Oracle Fusion

Accounting Hub Oracle Fusion Financials

Common Module

Oracle Fusion General

Ledger

Oracle Fusion Legal Entity

Configurator

Oracle Fusion Subledger

Accounting

Oracle Fusion Trading

Community Model

(restricted-use)

Oracle Fusion Global Human Resources (restricted-use)

Define and manage enterprise structures

Register and manage external sources and accounting events

Centralized accounting rule management

Multiple accounting representations

Supporting references

Multiple balancing segments

Robust allocations engine

Period close work area

Intercompany reconciliation manager

General accounting dashboard

Account hierarchies

Account reconciliation manager

User-definable control accounts

Multicurrency journals

Close accounting period

Manage financial reporting and analysis

Journal entry

Journal approval

Revaluations

Translation

Reconciliation

Consolidation

3.1.3 Restricted-Use Licensing

The following table describes the restricted-use licenses that are included with Oracle Fusion Accounting Hub.


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Product or Component Available Features

Oracle Fusion Trading Community Model

Trading partner creation and maintenance - legal entities

Oracle Fusion Global Human Resources

Creation and maintenance of employees, associated roles, and security

3.1.4 General Licensing Information

Oracle Fusion Accounting Hub can be licensed with the Employee metric.

3.2 Oracle Fusion Advanced Collections

Oracle Fusion Advanced Collections enables consistent and efficient collections management practices for collections agents. Automated processing for dispute management, delinquency identification, and customer assignments is used to create prioritized work lists in the Collections dashboard. The Customer work area provides information needed to manage each delinquent customer.




All implementations require the following prerequisite product:

Oracle Fusion Financials











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The following table describes the key features of the products and components included with a license for Oracle Fusion Advanced Collections.

Licensed Program

Product or Component Included with License

Key Features

Oracle Fusion

Advanced

Collections

Oracle Fusion Financials (restricted-use)


(restricted-use)


Automated delinquency identification and assignment

Interactive work prioritization

Detailed customer account information

Comprehensive dunning

Integrated customer payment processing

Streamlined dispute and adjustment management

Aggregated customer transaction view

Real-time aging with single click

Centralized customer data management


The following table describes the restricted-use licenses that are included with Oracle Fusion Advanced Collections.


Oracle Fusion Financials Customer invoice and payment information from Accounts Receivable


Trading Partner creation and maintenance - customers, banks and legal entities

Oracle Fusion Global Creation and maintenance of employees, associated roles, and


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Human Resources security


Oracle Fusion Advanced Collections can be licensed with the Application User metric.

3.3 Oracle Fusion Automated Invoice Processing

Oracle Fusion Automated Invoice Processing Integrated Invoice Imaging provides the ability to capture invoice information seamlessly through integration with the latest imaging technology and to reduce the time spent on invoice entry resulting in faster throughput.






Oracle WebCenter Imaging for Oracle Applications

Oracle WebCenter Capture

Oracle WebCenter Forms Recognition











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The following table describes the key features of the products and components included with a license for Oracle Fusion Automated Invoice Processing.

Licensed Program Key Features

Oracle Fusion Automated Invoice Processing

Pre-built image workflow routing to invoice or expense specialist

Simplified creation of supplier invoice or expense report

Improved audit trail as image stays with documents through life cycle


The following table describes the restricted-use licenses that are included with Oracle Fusion Automated Invoice Processing.



Trading partner creation and maintenance – suppliers, banks, and legal entities


Create and maintain employees and associated roles and security


Oracle Fusion Automated Invoice Processing can be licensed with 1K Invoice Line metric.

3.4 Oracle Fusion Expenses

Oracle Fusion Expenses is a robust travel and expense solution that automates travel spend management and establishes policy-driven controls for expense reimbursement. Oracle Fusion Expenses, a seamless and comprehensive business solution that helps manage the second largest controllable category of enterprise spend, is part of Oracle Fusion Financials.


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The following table describes the key features of the products and components included with a license for Oracle Fusion Expenses.


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Licensed Program


Key Features

Oracle Fusion Expenses

Oracle Fusion Financials (restricted use)

Oracle Fusion Trading Community Model (restricted use)

Oracle Fusion Global Human Resources (restricted use)

Mobile and spreadsheet entry for expenses

Automated support for accounting and project allocations

Unique approval routing for project and cost center expenses

Greater accuracy and compliance with integrated corporate card usage

Simplified expense process definition

Increased visibility of errors and fraud with sophisticated audit management


The following table describes the restricted-use licenses that are included with Oracle Fusion Expenses.


Oracle Fusion Financials Payables supplier invoice infrastructure


Trading partner creation and maintenance - suppliers, banks, and legal entities




Oracle Fusion Expenses can be licensed with the Expense Report metric.


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3.5 Oracle Fusion Financial Reports Center

Oracle Fusion Financial Reports Center provides accurate and reliable financial information to both internal and external stakeholders to help them make better business decisions. Different types of financial and management reports can be defined.




All implementations require the following prerequisite products.

Oracle Fusion Financials or Oracle Fusion Accounting Hub











The following table describes the key features of the products and components included with a license for Oracle Fusion Financial Reports Center.

Licensed Program

Key Features


Multi-dimensional reporting platform

Account Inspector

Account Monitor

Account Hierarchies

Financial Reporting Workspace


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The following table describes the restricted-use licenses that are included with Oracle Fusion Financial Reports Center.



Trading partner creation and maintenance - legal entities




Oracle Fusion Financial Reports Center can be licensed with the Employee metric.

3.6 Oracle Fusion Financials

Oracle Fusion Financials is a comprehensive and integrated financial management solution that provides automated financial processing, effective management control, and real-time visibility to financial results. It provides everything needed to make better decisions, meet financial compliance, and improve the bottom line.






Oracle Fusion Transactional Business Intelligence for Financials








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The following table describes the key features of the products and components included with a license for Oracle Fusion Financials.

Licensed Program


Key Features

Oracle Fusion

Financials Oracle Fusion Assets

Oracle Fusion Cash Management

Oracle Fusion Commitment Control

Oracle Fusion Financials Common

Module

Oracle Fusion Financials for EMEA

Oracle Fusion General Ledger

Oracle Fusion Legal Entity Configurator

Oracle Fusion Payments

Oracle Fusion Payables

Oracle Fusion Receivables

Oracle Fusion Subledger Accounting

Oracle Fusion Tax

Oracle Fusion Advanced Collections

(restricted-use)


(restricted-use)


Define and manage enterprise structures

Role based dashboards push issues and work to users

Embedded transactional intelligence guide users' decisions

Centralized accounting rule management

Extensive spreadsheet integration across finance functions

Multiple accounting representations

Supporting references

Multiple balancing segments

Robust allocations engine

Period close work area

Intercompany reconciliation manager

General accounting dashboard

Account hierarchies

Account reconciliation manager

User-definable control accounts


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Licensed Program


Key Features

Multicurrency journals

Close accounting period

Financial reporting and analysis

Journal entry

Journal approval

Revaluations

Translation

Reconciliation

Consolidation

Manage customer bills and adjustments

Manage customer payments

Manage revenue

Manage accounts receivable balances

Manage supplier invoices

Manage supplier payments

Manage accounts payable balances

Manage transaction taxes

Manage bank relationships

Manage bank statements

Record accounting for external cash transactions

Acquire assets

Capitalize assets

Depreciate assets


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Licensed Program


Key Features

Impair assets

Revalue assets

Report and reconcile asset activities

Retire and reinstate assets


The following table describes the restricted-use licenses that are included with Oracle Fusion Financials.


Oracle Fusion Advanced Collections

Dunning


Trading partner creation and maintenance - customers, suppliers, banks, and legal entities




Oracle Fusion Financials can be licensed with the Application User metric.

3.7 Oracle Fusion Transactional Business Intelligence for Financials

Oracle Fusion Transactional Business Intelligence for Financials delivers ad hoc transactional query capabilities using pre-defined business views that use common business language specifically designed for non-technical users.




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Oracle Fusion Financials or Oracle Fusion Accounting Hub











The following table describes the key features of the products and components included with a license for Oracle Fusion Transactional Business Intelligence for Financials.


Oracle Fusion

Transactional Business

Intelligence

Financials ad hoc reporting

General ledger balances and journals

Subledger journals and supporting references

Seeded financials sample reports

Account analysis

Trial balance

Journals day book


The following table describes the restricted-use licenses that are included with Oracle Fusion Transactional Business Intelligence for Financials.


Oracle Fusion Trading Trading partner creation and maintenance -


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Community Model customers, suppliers, banks, and legal entities




Oracle Fusion Transactional Business Intelligence for Financials can be licensed with the Application User metric.


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4 Oracle Fusion Procurement

4.1 Oracle Fusion Procurement Contracts

Oracle Fusion Procurement Contracts enables companies to gain complete visibility into agreements, shorten cycle-times, and manage compliance.





Oracle Fusion Enterprise Contracts Base









Oracle Application Management Pack for Oracle Fusion Applications.


The following table describes the key features of the products and components included with a license for Oracle Fusion Procurement Contracts.


Oracle Fusion Procurement Contracts

Manage supplier contracts

Manage contracts terms library

Manage supplier contract policies and standards


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Oracle Fusion Procurement Contracts can be licensed with the Application User metric.

4.2 Oracle Fusion Purchasing

Oracle Fusion Purchasing enables companies to streamline purchasing processes, protect business interests, adapt to changing business needs, and automate the procurement process.





Oracle Fusion Transactional Business Intelligence for Procurement











The following table describes the key features of the products and components included with a license for Oracle Fusion Purchasing.


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Oracle Fusion Purchasing

Process requisitions

Manage purchase orders

Maintain supplier information

Manage supplier agreements

Manage receipts

4.2.3 Separately Licensed Options

The following separately licensed options are available for use with Oracle Fusion Purchasing.

Oracle Fusion Sourcing

Oracle Fusion Supplier Portal


Oracle Fusion Purchasing can be licensed with the Application User metric.

4.3 Oracle Fusion Sourcing

Oracle Fusion Sourcing enables companies to leverage negotiation best practices, drive strategic savings initiatives and achieve bottom-line results.













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The following table describes the key features of the products and components included with a license for Oracle Fusion Sourcing.


Key Features

Oracle Fusion Sourcing

Use by external suppliers is included with this license.

Manage supplier negotiations

Capture supplier responses

Evaluate supplier negotiations

Award supplier negotiations


Oracle Fusion Sourcing can be licensed with the Application User metric.

4.4 Oracle Fusion Supplier Portal

Oracle Fusion Sourcing Portal enables companies to interact and collaborate with suppliers, providing supplier and performance management.











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The following table describes the key features of the products and components included with a license for Oracle Fusion Supplier Portal.


Key Features

Oracle Fusion Supplier Portal

Use by external suppliers is included with this license.

Manage purchase orders

Manage agreements

Register suppliers

Manage receipts

Manage advance shipment notifications

Manage invoices


Oracle Fusion Supplier Portal can be licensed with the Application User metric.

4.5 Oracle Fusion Self Service Procurement

Oracle Fusion Self Service Procurement provides a user-friendly approach to managing employee requests goods and services.







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The following table describes the key features of the products and components included with a license for Oracle Fusion Self Service Procurement.


Oracle Fusion Self Service Procurement

Manage requisitions

Manage procurement catalogs

Manage receipts


Oracle Fusion Self Service Procurement can be licensed with the Application User metric.

4.6 Oracle Fusion Transactional Business Intelligence for Procurement

Oracle Fusion Transactional Business Intelligence for Procurement enables companies to create real-time operational reports and perform ad-hoc analysis without technical coding.




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The following table describes the key features of the products and components included with a license for Oracle Fusion Transactional Business Intelligence for Procurement.



Report requisitions

Report purchase orders

Report receipts

Report supplier information

Report agreements

Report contracts


Oracle Fusion Transactional Business Intelligence for Procurement can be licensed with the Application User metric.


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5 Oracle Fusion Project Portfolio Management Licensing Information

5.1 Oracle Fusion Project Billing

Oracle Fusion Project Billing provides a highly flexible approach to project contract-based billing, through a comprehensive, integrated solution providing full control over contract, rates and limits definition and when and how to recognize revenue and generate invoices, while segregating the planning and execution of projects.

5.1.1 Separately-Licensed Prerequisite Products




Oracle Fusion Project Contracts

Oracle Fusion Transactional Business Intelligence for Projects











The following table describes the key features of the products and components included with a license for Oracle Fusion Project Billing.


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Key Features

Oracle Fusion Project Billing

Oracle Fusion Project Foundation

Integrated across the enterprise with financials and contracts

Embedded transactional intelligence guides users’ decisions

Bill for capital projects

Invoice work area for billing specialists

Pro Forma invoices

Estimate tax on invoices

Recognize revenue or create invoices independent of project cost accounting


This section describes the restricted-use licenses that are included with Oracle Fusion Project Billing.

5.1.3.1 Oracle Fusion Financials


Oracle Fusion Financials Common Module

Calendar and set of books setup, currency definition, and maintenance


Account derivation

Oracle Fusion Tax Tax calculation for project invoices


View project journal entries

Oracle Fusion Receivables

Payment terms


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5.1.3.2 Oracle Fusion Human Capital Management



Create and maintain people resources, definition of organizations, and organization hierarchies for setup

5.1.3.3 Oracle Fusion Customer Relationship Management - Sales



Definition of customers, partners and suppliers


Oracle Fusion Project Billing can be licensed with the Application User metric.

5.2 Oracle Fusion Project Contracts

Oracle Fusion Project Contracts provides a highly flexible approach to project contract-based billing, delivered on a common contracts framework, which leverages a central repository for enterprise contracts, the associated parties, terms and conditions and policies.





Oracle Fusion Project Billing








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The following table describes the key features of the products and components included with a license for Oracle Fusion Project Contracts.


Key Features



Integrated across the enterprise with financials and project billing

Flexible project-contract relationships

Bill by contract independent of project execution

Effective dating of contract amendments

Insight into revenue and trends by contract and project


Oracle Fusion Project Contracts can be licensed with the Application User metric.

5.3 Oracle Fusion Project Control

Oracle Fusion Project Control takes a user-oriented approach to the critical activity of managing the financial and budgeting aspects of projects, leveraging the strengths of an intuitive interface to provide simplified planning and budgeting for superior financial control. It forms the core of the project life cycle, supporting efficient project initiation, while delivering full-function project planning, progress management, budgeting and forecasting, along with preconfigured integration to Microsoft Project.




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The following table describes the key features of the products and components included with an Oracle Fusion Project Control license.


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Key Features

Oracle Fusion Project Control


Budget and forecast landing pages

Single-click budget generation with project plan baseline

Embedded earned value metrics

Streamlined resource assignment

Mass updates to tasks and assignments

Task drag and drop

Highlighted project plan, budget and forecast exceptions

Apply progress to project plan

View and compare published progress

Microsoft Excel integration for budget and forecast entry

Streamlined integration with Microsoft Project

Automatic forecast generation with published progress


This section describes the restricted-use licenses that are included with Oracle Fusion Project Control. Any additional usage outside of the specified available features requires a full use license of the product or component.






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Definition of customers, partners and suppliers


Oracle Fusion Project Control can be licensed with the Application User metric.

5.4 Oracle Fusion Project Costing

Oracle Fusion Project Costing is a comprehensive solution delivering highly automated and streamlined project costing processes. The fully integrated solution allows project-centric organizations to capture and account for project costs and commitments from across Fusion applications as well as supporting third-party integrations, delivering standardized cost collection processes for expedited project costing and timely visibility into validated expenditures.




Implementations also require the following prerequisite product:






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The following table describes the key features of the products and components included with a license for Oracle Fusion Project Costing.


Key Features

Oracle Fusion Project Costing


Common standard for project cost collection across all applications

Streamlined import and processing for project cost transactions

Embedded transactional intelligence guides users’ decisions

Integrated across the enterprise with financials, procurement, and assets

View costs independent of cost accounting

Pre-populated cost work area

Microsoft Excel integration for capturing project costs

Streamlined expenditure controls

Centralized cost rate definition for labor and nonlabor resources


This section describes the restricted-use licenses that are included with Oracle Fusion Project Costing.


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Account derivation


View project journal entries








Definition of customers, partners, and suppliers


Oracle Fusion Project Costing can be licensed with the Application User metric.


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5.5 Oracle Fusion Project Integration Gateway

Oracle Fusion Project Integration Gateway brings together world-class financial project management from Oracle Fusion Project Portfolio Management and best in-class project execution in an optimized end-to-end enterprise project and portfolio management process. The result is a fully integrated and automated solution, which not only provides a single source of project truth, but also enables users to work in their tool of choice. With this release Oracle Fusion Project Integration Gateway supports out-of-the-box integration with Primavera P6 for an end-to-end enterprise project portfolio management business process.





Oracle Primavera P6 Enterprise Project Portfolio Management











The following table describes the key features of the products and components included with a license for Oracle Fusion Project Integration Gateway.


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Key Features

Oracle Fusion Project Integration Gateway


Fully integrated end-to-end business process flow for enterprise project portfolio management

Extend Oracle Fusion project portfolio management to support granular scheduling requirements

Budget accuracy increased with Primavera P6 planning detail

Share global resources and rates

Progress contract work within Primavera P6

Share actual amounts with Primavera P6

Share financial periods

Highlighted exception processing

Schedule import and export processes



5.6 Oracle Fusion Project Performance Reporting

Oracle Fusion Project Performance Reporting delivers a revolutionary approach to help project-driven organizations keep pace and keep score through extraordinary project performance insight. It allows project stakeholders to receive answers to critical business questions and take action in real time, utilizing a multidimensional model at the heart of the solution to deliver the right information at the right time.




Perpetual implementations require the following prerequisite products:


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The following table describes the key features of the products and components included with a license for Oracle Fusion Project Performance Reporting.


Key Features

Oracle Fusion Project Performance Reporting


Cross-project operational performance dashboard

Embedded analytics highlight unprocessed costs

Trends and historical analysis for project key performance indicators

Proactive notification of potential project financial issues

Actionable project performance intelligence

Performance analysis by project, tasks, or resources

Project key performance indicator (KPI) watchlist

Easy-to-use project performance notes

Fully configurable to your business needs

Embedded social collaboration tools




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5.7 Oracle Fusion Transactional Business Intelligence for Projects

Oracle Fusion Transactional Business Intelligence for Projects delivers ad hoc transactional query capabilities using pre-defined business views that use common business language specifically designed for non-technical users.





Oracle Fusion Project Costing











The following table describes the key features of the products and components included with a license for Oracle Fusion Transactional Business Intelligence for Projects.


Key Features



Ad hoc queries on transactional data

Transactional reporting capabilities.


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Oracle Fusion Transactional Business Intelligence for Projects can be licensed with the Application User metric.


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6 Oracle Fusion Human Capital Management

6.1 Oracle Fusion Benefits

Oracle Fusion Benefits enables organizations to manage and deliver benefits programs to meet their mission, objectives, and strategic alignment to the organization.













Oracle Business Intelligence Suite Enterprise Edition Plus for Oracle Applications



The following table describes the key features of the products and components included with a license for Oracle Fusion Benefits.


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Key Features

Oracle Fusion Benefits

Oracle Fusion Total

Compensation

Statement (available in

either Oracle Fusion

Benefits or Oracle

Fusion Workforce

Compensation)

Sophisticated and configurable life event management

Scheduled life event processing

Self-service enrollment

Rules-based benefits

Flexible design of programs

Service center functionality

Quickly create programs and plans


Oracle Fusion Benefits can be licensed with the Employee metric.

6.2 Oracle Fusion Global Human Resources

Oracle Fusion Global Human Resources goes beyond traditional human resource tasks with strategies that balance people, process, and technology to improve workforce efficiency, effectiveness, and productivity. Role-based self-service capabilities give users relevant, secure access to information they need, where they need it. Interactive organizational charts, collaborative tools, embedded analytics, and comprehensive employee views enable a rapid deployment of critical human resource functionality.


The following prerequisite products require separate license.



Oracle Fusion Transactional Business Intelligence for Human Capital Management





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The following table describes the key features of the products and components included with a license for Oracle Fusion Global Human Resources.


Key Features

Oracle Fusion Global

Human Resources

Oracle Fusion Workforce Directory Management

Oracle Fusion Network at Work

Support for multiple work relationships that employees or contingent workers may have with multiple legal employers, multiple assignments, or individual contract agreements

Global organizational support including global formatting of names and address, compensation in local currencies, time zone support, localized regulatory compliance, and translations

Single global person record

Segmented data validation to support lines of business or geography

Basic position management

Absence management

New hire monitoring

Intuitive support for complex global transfers

Analytics embedded in business processes

Automated roles provisioning

Robust workflow and approvals engine

Composite, role based, interactive views of worker information

Role based dashboards with embedded analytics


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Key Features

Interactive visual organization charting

Best-fit analysis to identify most qualified workers

Real-time side by side worker and job comparisons.


Oracle Fusion Global Human Resources can be licensed with the Employee metric.

6.3 Oracle Fusion Global Payroll

Oracle Fusion Global Payroll is a payroll management system that is designed to keep pace with the changing needs of your enterprise and workforce in order to reduce setup costs, administration, and processing time.






Vertex Tax Calculation Module (For sales of United States and Canadian payroll, customers must enter a license agreement with Vertex for the tax maintenance subscription -http://www.vertexinc.com/Partners/Software/oracle_salesinfo.asp.)


Perpetual implementations also require the following prerequisite products.






http://www.vertexinc.com/Partners/Software/oracle_salesinfo.asp


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The following table describes the key features of the products and components included with a license for Oracle Fusion Global Payroll.


Key Features

Oracle Fusion

Global Payroll

Oracle Fusion Cash

Management (restricted-

use)

Rules-based payroll solution

Payroll dashboard

Payroll automation with payroll flows and checklists

Payroll flows and checklists with embedded analytics

Fast Formula

Retroactive processing

Integrated applications

International human resources and payroll wizard for over 200 countries worldwide

Country extensions

Payroll interface


The following table describes the restricted-use licenses that are included with Oracle Fusion Global Payroll.



General Ledger distributions


Oracle Fusion Global Payroll can be licensed with the Employee metric.


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6.4 Oracle Fusion Global Payroll Interface

Oracle Fusion Global Payroll Interface calculates a non-legislative gross and captures payroll details, such as earnings, deductions, and tax withholding that are required for a third-party vendor to process the payroll. Oracle Fusion Global Payroll Interface allows an end user to determine the employees to be processed, the destination source, and to define the secure integration points.
















The following table describes the key features of the products and components included with a license for Oracle Fusion Global Payroll Interface.


Key Features

Oracle Fusion Global Payroll Interface

Oracle Fusion Cash Management (restricted-use)

Payroll interface


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The following table describes the restricted-use licenses that are included with Oracle Fusion Global Payroll Interface.



General Ledger distributions


Oracle Fusion Global Payroll Interface can be licensed with the Employee metric.

6.5 Oracle Fusion Goal Management

Oracle Fusion Goal Management enables organizations to track and manage organizational and individual goals and closely align them with the overall talent management process.





Oracle Fusion Global Human Resources or Oracle Fusion Workforce Directory Management











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6.5.2 Licensing Options

The following table describes the key features of the products and components included with a license for Oracle Fusion Goal Management.


Oracle Fusion Goal

Management

Goal tracking may be done on an ongoing basis throughout the year

Organization goal publishing promotes alignment of individual goals to higher level goals

Goal sharing and linking to group spaces promote collaboration and alignment among workers

My Directs’ Goals page gives a manager insight as to the goal progress for the entire team

Development goal setting can be short, medium, or long term

Linking of development goals to competencies promotes specific tracking for employee growth

Creation of tasks that support development goals provide tangible action items for employees


Oracle Fusion Goal Management can be licensed with an Employee metric.

6.6 Oracle Fusion Performance Management

Oracle Fusion Performance Management automates the performance process and provides executives, managers, and employees with valuable and immediate insight to workforce performance progression and its alignment with organizational objectives.







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The following table describes the key features of the products and components included with a license for Oracle Fusion Performance Management.

Products Key Features

Oracle Fusion

Performance

Management

Intuitive task list and navigation easily directs users to the next step to take

Informational region within performance document provides helpful supporting information for evaluating competencies and goals

Manager Overview provides executive view into performance task completion, tracking to target rating distribution, quick view of employee ratings, and easy access to performance details

Performance tab of the Manager Dashboard displays ratings, comments, and indicators for High Performer, High Potential, and High Risk of Loss, for all workers in the organization

Summary within performance document provides quick overview of all ratings and comparison of worker to manager ratings (for managers)


Oracle Fusion Performance Management can be licensed with the Employee metric.

6.7 Oracle Fusion Talent Review

Oracle Fusion Talent Review enables executives and Human Resource professionals to assess talent, identify risk areas, and develop a leadership pipeline, as well as mitigate their talent risks, evaluate macro-organizational trends, and review individual talent details such as potential and risk of loss.


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The following table describes the key features of the products and components included with a license for Oracle Fusion Talent Review.


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Oracle Fusion Talent

Review

Highly interactive dashboard

Filter meeting population easily

Holding area for uncharted individuals

Monitor box chart counts

Talent score calibration through drag and drop within the box chart

Macro analysis by grouping talent populations

Analytic overlays provide visual assessment of individuals’ risk of loss and impact of loss

Assign tasks within the meeting

Capture notes within the meeting

Assign development and performance goals within the meeting

Zoom in and out to focus on specific boxes

Show progression of talent on the box chart from one Succession Management cycle to the next

Configurable Succession Management dashboard

Manage meeting setup process

Consolidated meeting preparation page

Meeting action plan created from tasks


Oracle Fusion Talent Review can be licensed with the Employee metric.

6.8 Oracle Fusion Transactional Business Intelligence for Human Capital Management

Oracle Fusion Transactional Business Intelligence for Human Capital Management provides embedded analytics, role-based dashboards, and on-the-fly ad hoc reporting capabilities to make data access and interpretation easier. Users can see updates in real time, and their impact, through embedded analytics.






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6.8.2 Licensing Options

The following table describes the key features of the products and components included with a license for Oracle Fusion Transactional Business Intelligence for Human Capital Management.


Oracle Fusion

Transactional

Business Intelligence

for Human Capital

Management

Report from 9,000 Human Capital Management data objects

100+ pre-built metrics

60+ canned reports

100+ facts and dimensions

Role based dashboards

Pre-built star-schemas for reporting

Build once, share everywhere within Oracle Fusion Applications

Report from one place

Embedded analytics

Report builder designed for Human Resource or Information Technology

Available on iPad or iPhone

Export reports to Microsoft Excel, PowerPoint


Oracle Fusion Transactional Business Intelligence for Human Capital Management can be licensed with the Application User metric.


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6.9 Oracle Fusion Workforce Compensation

Oracle Fusion Workforce Compensation empowers organizations to attract, motivate, and retain talent through strategically planning, allocating, and communicating compensation.
















The following table describes the key features of the products and components included with a license for Oracle Fusion Workforce Compensation.


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Products Product or Component Included with License

Key Features

Oracle Fusion

Workforce

Compensation

Oracle Fusion Total Compensation Statement (available in either Oracle Fusion Benefits or Oracle Fusion Workforce Compensation)

Complex compensation calculation definitions

Compensation communication letters

Analytics-based decision support

Compensation anomaly and trend identification

Focal review compensation process management

Compensation budget creation and calculation

Embedded compensation rollout instructions and policy explanations

Filter worker population for compensation changes

Flexible budget creation

Budget impacts of compensation decisions

Consolidated, global compensation view

Data modeling and entry in spreadsheet environment

Adaptable interface that supports the way you do your work

Maintain single total compensation spending budget

Compensation guidelines matrices visibility

Comprehensive compensation management

Unfair pay discrimination detection

Interactive organizational reports

Reserve focal budget funds

Automatic compensation statement distribution


Oracle Fusion Workforce Compensation can be licensed with the Employee metric.


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6.10 Oracle Fusion Workforce Directory Management

Oracle Fusion Workforce Directory Management provides an integrated view of all information related to an employee and enables organizations to synchronize existing core Human Capital Management systems with Oracle Fusion talent management applications in a coexistence environment.





Oracle Fusion Transactional Business Intelligence for Human Capital Management











The following table describes the key features of the products and components included with a license for Oracle Fusion Workforce Directory Management.


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Products Product or Component Included with License

Key Features

Oracle Fusion

Workforce Directory

Management

Oracle Fusion Network

at Work

Maximize functionality on talent management arena linking Oracle Fusion Talent Management with legacy or non-Oracle Fusion systems

Promote transition to Oracle Fusion Human Capital Management on SaaS

Cut costs on integration and leverage open source


Oracle Fusion Workforce Directory Management can be licensed with the Employee metric.

6.11 Oracle Fusion Workforce Lifecycle Manager

Oracle Fusion Workforce Lifecycle Manager enables Human Resource organizations and line managers to adjust policies and practices in real time without costly Information Technology investment. Organizations can evaluate and update processes, adoption, and bottlenecks in real time through delivered dashboards and analytics. As users walk through a single-user interface throughout the onboarding process, Human Resource and line managers can control and evaluate the business processes by managing metrics, or changing and redeploying the business processes as needed, to adjust for changing business requirements.












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Oracle Unified Business Process Management Suite for Oracle Applications






The following table describes the key features of the products and components included with a license for Oracle Fusion Workforce Lifecycle Manager.


Oracle Fusion

Workforce Lifecycle

Manager

Delivered onboarding best practices templates and ability to create additional templates

Design business processes leveraging Oracle Fusion components

Change or optimize existent business processes through simple deployment on composer

Connect multiple business processes according to your needs

Single point of interaction

One single-user experience and framework

Embedded analytics provide Human Resource and Line Managers with metrics on individuals or business units over processes and tasks

Role based security and context awareness allow organizations to automatically control access and content

Leverage Oracle Fusion Human Capital Management and PeopleSoft content for onboarding solutions


Oracle Fusion Workforce Lifecycle Manager can be licensed with the Employee metric.


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6.12 Oracle Fusion Workforce Predictions

Oracle Fusion Workforce Predictions provides forward-looking insight into workforce trends and helps you to take action early, aligning human capital with organizational needs. Oracle Fusion Workforce Predictions uses current and historical indicators to predict performance and attrition, determine corrective action through “what if” scenario modeling, and provides the ability to implement that corrective action.















Oracle Data Mining (Oracle Database Enterprise Edition Option)


The following table describes the key features of the products and components included with a license for Oracle Fusion Workforce Predictions.


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Oracle Fusion

Workforce Predictions

Predict individual attrition and performance

Predict team attrition and performance

Understand what impacts workers most

Take corrective action through “what if” modeling

Predictive 9-box

Create predictive workforce plans

Add or remove data points

Create new predictive models

Asses the accuracy of models

Embedded throughout Oracle Fusion Human Capital Management


Oracle Fusion Workforce Predictions can be licensed with the Employee metric.


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7 Oracle Fusion Supply Chain Management

7.1 Oracle Fusion Distributed Order Orchestration

Oracle Fusion Distributed Order Orchestration is a standalone application that enables organizations to accurately and efficiently manage customer orders across multiple order capture and fulfillment systems. Oracle Fusion Distributed Order Orchestration is a next-generation Fusion Supply Chain Management application designed to improve order orchestration across diverse order capture and fulfillment environments. Centrally-managed orchestration policies, global availability, and fulfillment monitoring increase customer satisfaction and order profitability.





Oracle Fusion Transactional Business Intelligence for Supply Chain Management











The following table describes the key features of the products and components included with a license for Oracle Fusion Distributed Order Orchestration.


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Key Features

Oracle Fusion Order Orchestration

Product Model Centralized and standardized order fulfillment processes and procedures

Fulfillment process visibility across multiple fulfillment systems

Centralized monitoring of order status

Gantt chart view of fulfillment process progress

Jeopardy calculation to allow proactive notification of potential problem orders

Predefined actions to fix problem orders

Predictable fulfillment processes

Constraint logic to manage allowable user actions

Leverages existing order capture and fulfillment systems

Interface layer abstracts specific capture and fulfillment systems from the orchestration process definition

Extensible service oriented architecture framework decreases integration costs


Oracle Fusion Order Orchestration can be licensed with the Electronic Order Line metric.

7.2 Oracle Fusion Distributed Order Orchestration User

Oracle Fusion Distributed Order Orchestration User is either an order administrator responsible for the setup and maintenance of Distributed Order Orchestration policies or an order manager responsible for managing exceptions and issues with order fulfillment and ensuring that orders get fulfilled properly and on time.


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Oracle Fusion Distributed Order Orchestration











The following table describes the key features of the products and components included with a license for Oracle Fusion Distributed Order Orchestration User.


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Key Features

Oracle Fusion Distributed Order Orchestration User


Centralized and standardized order fulfillment processes and procedures

Fulfillment process visibility across multiple fulfillment systems

Centralized monitoring of order status

Gantt chart view of fulfillment process progress

Jeopardy calculation to allow proactive notification of potential problem orders

Predefined actions to fix problem orders

Predictable fulfillment processes

Constraint logic to manage allowable user actions

Leverages existing order capture and fulfillment systems

Interface layer abstracts specific capture and fulfillment systems from the orchestration process definition

Extensible SOA framework decreases integration costs


Oracle Fusion Distributed Order Orchestration User can be licensed with the Application User metric.

7.3 Oracle Fusion Global Order Promising

Oracle Fusion Global Order Promising, an optional component of the Oracle Fusion Distributed Order Orchestration solution, enables users to make optimal product availability commitments, taking advantage of all available supply, to increase revenues and customer satisfaction while reducing fulfillment costs.




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The following table describes the key features of the products and components included with a license for Oracle Fusion Global Order Promising.


Oracle Fusion Global Order Promising

Supply visibility across multiple fulfillment systems and external partners

Selection of optimal fulfillment source based on delivery time or cost

Lead-time, ATP, CTP, and PTP promising

Allocation of scarce supply

Suggestions for alternate sources and substitute items

What-if analysis of alternate scenarios with cost and delivery-time metrics

Always on, 24x7 order promising


Oracle Fusion Global Order Promising can be licensed with the $M Cost of Goods Sold metric.


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7.4 Oracle Fusion Inventory Management

Oracle Fusion Inventory Management offers a complete materials management solution that enables companies to successfully manage the inbound flow of goods, inventory storage management, and outbound order fulfillment. This ensures that the flow of material is optimized to meet customer demand in a cost-effective manner. The advanced cost management capabilities allow cost professionals to capture, track, and analyze costs associated with inventory items as they move through the supply chain.
















The following table describes the key features of the products and components included with a license for Oracle Fusion Inventory Management.


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Key Features

Oracle Fusion Inventory Management

Cost Management

Receiving and Shipping

Product Model

Centralized monitoring of warehouse operations and key performance indicators

Work areas designed for receiving, inventory, picking and shipping

Streamlined troubleshooting with a dedicated cost transaction workbench

Business intelligence dashboard for cost analysis

Enhanced supply chain period close process

Multiple simultaneous cost representations

Flexible, configurable cost calculation levels


Oracle Fusion Inventory Management can be licensed with the Application User metric.

7.5 Oracle Fusion Product and Catalog Management

Oracle Fusion Product and Catalog Management provides capabilities to define, manage, and govern product and service information, which is critical in all business functions of an enterprise. Governance of this product data over time is critical to ensure streamlined product launch process.

An Oracle Fusion Product and Catalog Management license is included with the purchase of any of the following licenses:

Oracle Fusion Product Hub

Oracle Fusion Product Hub for Retail

Oracle Fusion Product Hub for Communications




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Oracle Fusion Product Hub Data Steward

Enterprise Data Quality Product Data Match and Merge (required only if product data quality functionality is desired)

Enterprise Data Quality Product Data Parsing and Standardization (required only if product data quality functionality is desired)











The following table describes the key features of the products and components included with a license for Oracle Fusion Product and Catalog Management.


Key Features

Oracle Fusion Product and Catalog Management

Product Model Advanced product and catalog management

Extensible product model

Product relationship management

Product structure hierarchy

Trading partner item management

Extensible attributes

Product taxonomy and classification


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Oracle Fusion Product and Catalog Management can be licensed with the Application User metric.

7.6 Oracle Fusion Product Hub

Oracle Fusion Product Hub helps organizations transform their business because it becomes the single source of truth for all product information, regardless of data source or use case. Oracle Fusion Product Hub allows organizations to take control of their product master data across their entire portfolio of applications, both Oracle and non-Oracle. Oracle Fusion Product Hub collects product information from heterogeneous systems, stores it in a centrally managed repository, consolidates, cleanses and enriches the data, and then shares it across systems as well as with other internal and external parties.



















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The following table describes the key features of the products and components included with a license for Oracle Fusion Product Hub.


Key Features


Fusion Product and Catalog Management

Product Model

Product and catalog consolidation via intuitive user interface and Excel

Source system management and cross references

Import and export product catalogs

Product definition and hierarchy management, predefined and user defined attributes, product relationships, taxonomy

Data discovery and access through integrated product dashboards, search, product comparison, and role based security

Data governance, version management, new item definition, approval workflow, change management framework, and embedded analytics

Enterprise integration using publication services and SOA based web services


Oracle Fusion Product Hub can be licensed with the Record metric.


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7.7 Oracle Fusion Product Hub Data Steward

Oracle Fusion Product Hub Data Steward provides a set of tools for data stewards, merchandise or product catalog managers to easily administer, govern, and maintain product and service data that has been consolidated or enriched within the Product Hub. Users can control product data consolidation from disparate systems through a business user interface allowing them visibility into staged product data before it is imported. Data Stewards also have access to data and process analytics allowing them to make informed decisions and resolve issue during the consolidation process. In addition, consumers of the product definition can leverage various search mechanisms to locate the relevant product information quickly and securely.




All implementations require one of the following prerequisite products:



Oracle Fusion Product Hub for Communications,

Oracle Fusion Product and Catalog Management. /











The following table describes the key features of the products and components included with a license for Oracle Fusion Product Hub Data Steward.


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Key Features



Product Model

Business user interface to manage product master data


Oracle Fusion Product Hub Data Steward can be licensed with the Application User metric.

7.8 Oracle Fusion Product Hub for Communications

Oracle Fusion Product Hub for Communications allows communications service providers who require a central repository to manage product and service bundles, including the product eligibility and compatibility rules, base price information, marketing descriptions, and promotional bundles. The solution provides capabilities to model transaction level product attributes that can be harmonized with the business and operational systems. Oracle Fusion Product Hub for Communications provides controls to cleanse, enrich, and publish information to the operational and business support systems in a telecommunications environment.










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The following table describes the key features of the products and components included with a license for Oracle Fusion Product Hub for Communications.


Key Features

Oracle Fusion Product Hub for Communications


Product Model

Transaction item attributes

Product catalog management

Product bundles

Sales bill of materials


Oracle Fusion Product Hub for Communications can be licensed with the Record metric.

7.9 Oracle Fusion Product Hub for Retail

Oracle Fusion Product Hub for Retail enables retailers who require a central repository to manage vital information, including the relationships between the product and its supplier, and the product and the location. This solution provides retailers with the ability to consolidate master information from multiple disparate applications, and business lines into a single repository. Oracle Fusion Product Hub for Retail provides controls for retailers to cleanse and enrich information, and share the content across the enterprise and with their trading partners.


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The following table describes the key features of the products and components included with a license for Oracle Fusion Product Hub for Retail.


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Key Features



Product Model

Item supplier location relationship

Extended attributes for item supplier location relationships

Style and SKU management

Variant attributes

Trading partner item management

Supplier catalogs


Oracle Fusion Product Hub for Retail can be licensed with the Record metric.

7.10 Oracle Fusion Transactional Business Intelligence for Supply Chain Management

Oracle Fusion Transactional Business Intelligence for Supply Chain Management enables companies to create real-time operational reports and perform ad-hoc analysis without technical coding.




All implementations require one of the following prerequisite products:

Oracle Fusion Inventory



Oracle Fusion Product and Catalog Management


Oracle Fusion Product Hub for Communications.


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The following table describes the key features of the products and components included with a license for Oracle Fusion Transactional Business Intelligence for Supply Chain Management.



Ad hoc queries on transactional data

Transactional reporting capabilities


Oracle Fusion Transactional Business Intelligence for Supply Chain Management can be licensed with the Application User metric.


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8 Oracle Fusion Customer Relationship Management - Sales

8.1 Oracle Fusion CRM Base

Oracle Fusion CRM Base delivers a wide range of functionality for sales executives, sales representatives, and sales operations professionals.





Oracle Fusion Territory Management

Oracle Fusion Sales Catalog

Oracle Fusion Transactional Business Intelligence for Customer Relationship Management

Oracle Audit Vault Server (only if audit functionality is needed)











The following table describes the key features of the products and components included with a license for Oracle Fusion CRM Base.


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Key Features

Oracle Fusion CRM

Base

Oracle Fusion Opportunity Management

Oracle Fusion Customer Center

Oracle Fusion Forecast Management

Oracle Fusion Lead Management

Oracle Fusion Activity Stream for Customer Relationship Management

Account and contact management

Lead management

Opportunity management

Forecast management

Customer center

References and competitors

Activity streams

Workflow management

Assignment manager

Sales dashboards

Common CRM components such as calendars, tasks, and activities


Oracle Fusion CRM Base can be licensed with the Application User metric.

8.2 Oracle Fusion CRM Desktop

Oracle Fusion CRM Desktop increases CRM user adoption and maximizes sales productivity by providing CRM capabilities directly within Microsoft Outlook. With features such as seamless Microsoft Outlook integration, unified data, mobility, and customizability, Oracle Fusion CRM Desktop provides sales professionals easy access to essential CRM data.





Oracle Fusion CRM Base


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The following table describes the key features of the products and components included with a license for Oracle Fusion CRM Desktop.


Key Features

Oracle Fusion CRM

Desktop

Oracle Fusion Customer Relationship Management for Microsoft Outlook

Seamless Microsoft Outlook integration

Automatic two-way synchronization of data between Oracle Fusion CRM and Microsoft Outlook: accounts, contacts, leads, opportunities, email, calendar, and tasks

Full-featured offline access

Powerful customizations to add new objects and fields, modify user interface layout


Oracle Fusion CRM Desktop can be licensed with the Application User metric.

8.3 Oracle Fusion Enterprise Contracts Base

Oracle Fusion Enterprise Contracts Base provides a complete solution for managing sales, procurement, and other contracts. It is a comprehensive offering for standardizing corporate contract policies, improving internal controls, and complying with all contractual obligations and regulatory requirements.


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Oracle Fusion Enterprise Contracts Base is sold standalone or with one of the following:


Oracle Fusion Procurement Contracts












The following table describes the key features of the products and components included with a license for Oracle Fusion Enterprise Contracts Base.


Key Features

Oracle Fusion

Enterprise Contracts

Base

Oracle Fusion Enterprise Contracts

Clause and template library

Guided contract creation

Contract printing

Microsoft Word collaboration

Contract deviations reporting

Clause usage analysis

Contract import

Contract text search


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Oracle Fusion Enterprise Contracts Base can be licensed with the Application User metric.

8.4 Oracle Fusion Incentive Compensation

Oracle Fusion Incentive Compensation is used to manage transactional-based, nondiscretionary incentive programs. Companies can measure performance to objectives, reward appropriate behavior, and analyze the impact of incentives on financial and sales goals.





Oracle Fusion CRM Base (required only if access to Oracle Fusion CRM Base information such as customers, activities, tasks and appointments is needed)











The following table describes the key features of the products and components included with a license for Oracle Fusion Incentive Compensation.


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Key Features

Oracle Fusion

Incentive

Compensation


Full payment traceability

Manual payment adjustments

Guided top down plan creation

Automatic report updates

Cross-organization crediting and rollup

Mass adjustments using desktop integrator

Incremental crediting

Dispute management

Direct plan assignment

Parallel processing

Incentive compensation plan effectiveness and financial reporting

Configurable payment approval

Exception management embedded analytics

Discrete, configurable process steps

Mass assignment of plans to participants

Assignment of participants to analysts and pay groups

Transaction collection and mapping

Full calculation traceability

Participant compensation dashboard

Intelligent incremental calculation

Summarized rollups

Ad-hoc incentive reporting

Territory quota and resource quota are related, but separate


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Key Features

Flexible classification rules

Individualize participant quotas, rates, and target incentives

Quota management integration

In-context participant snapshot

Conditional rollups

Intuitive, adaptable plan design

Hold and release payments

Draw and recovery rules

Multi-currency calculations

Participant manager performance dashboard

Quota assignment notification to compensation planning

Embedded crediting rules


The following table describes the restricted-use licenses that are included with Oracle Fusion Incentive Compensation.


Oracle Fusion Financials Calendar and set of books setup

Usage of other General Ledger features requires a full use license of Oracle Fusion Financials


Oracle Fusion Incentive Compensation can be licensed with the Compensated Individual metric.


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8.5 Oracle Fusion Opportunity Landscape

Oracle Fusion Opportunity Landscape enables salespeople to work with leads and sales opportunities, from inception to closure, and meet revenue targets in a timely fashion using key insights from customers and the competitor landscape.
















The following table describes the key features of the products and components included with a license for Oracle Fusion Opportunity Landscape.


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Key Features

Oracle Fusion

Opportunity

Landscape

Oracle Fusion Lead Management

Identify lead recommendations using predictive intelligence

Sales business analytics

Integrated pipeline and white space analysis

Identify like customers and common buying patterns

Identify whitespace opportunities in your pipeline and customer base


Oracle Fusion Opportunity Landscape can be licensed with the Application User metric.

8.6 Oracle Fusion Quota Management

Oracle Fusion Quota Management enables companies to manage sales quotas in order to maximize quota attainment and improve overall sales performance.














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The following table describes the key features of the products and components included with a license for Oracle Fusion Quota Management.


Key Features

Oracle Fusion Quota

Management

Oracle Fusion Quota Management

Quota management aligned with territory management

Set accurate quotas using data-driven intelligence

Simple quota entry interface

Quota assignment notification to compensation planning

Midyear sales resource change; effective dated or prorated quotas

Quota definition for prime and overlay salespeople

Customizable quota formulas

Top-down and bottom-up quota reconciliation

Quota planning environment separate from current quotas

Sales business analytics


Oracle Fusion Quota Management can be licensed with the Compensated Individual metric.

Quota managers who maintain quota records and information need to have full use licenses to manage the quota programs.


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8.7 Oracle Fusion Sales Campaigns

Oracle Fusion Sales Campaigns enables companies to leverage the same e-mail marketing infrastructure used by marketing departments to facilitate consistent, standard e-mail communications with contacts. Making this tool available to salespeople increases their productivity and facilitates consistency of outbound communication across the enterprise.
















The following table describes the key features of the products and components included with a license for Oracle Fusion Sales Campaigns.


Key Features

Oracle Fusion Sales

Campaigns

Oracle Fusion Marketing

Sales campaigns

Integrated pipeline and white space analysis

Empower sales outreach with sales campaigns

Identify whitespace opportunities in your pipeline and customer base


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Oracle Fusion Sales Campaigns can be licensed with the Application User metric.

8.8 Oracle Fusion Sales Catalog

Oracle Fusion Sales Catalog enables companies to group products and promotions into multi-tiered product groups. Product groups are used to rapidly define business rules such as contract discounts, promotions, and eligibility rules. They are also used to define sales territories. The hierarchical product group is the foundation for the graphical sales catalog used when selecting products onto an opportunity, quote, or order.




If Oracle Fusion Sales Catalog is sold as an integrated solution with Customer Relationship Management, then all implementations require the following prerequisite products:


Oracle Customer Order Management Administration Server










The following table describes the key features of the products and components included with a license for Oracle Fusion Sales Catalog.


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Oracle Fusion Sales

Catalog

Create a hierarchy of product groups

Use the same product groups in many different types of business rules

Define who can purchase a product or group of products

Select products and promotions with a graphical sales catalog

Leverage keyword search, product comparison, and narrow-by filters


Oracle Fusion Sales Catalog can be licensed with the Application User metric.

8.9 Oracle Fusion Sales Predictor

Oracle Fusion Sales Predictor enables organizations to improve their sales performance using predictive intelligence to maximize the likelihood that a customer will buy their product offerings. By utilizing sophisticated predictive modeling and rules based on the product and customer attributes that are inherent in historical data, Oracle Fusion Sales Predictor reduces sales cycle turnaround time while maximizing potential revenue.






Oracle Real-Time Decision Server

Oracle Data Mining (Oracle Database Enterprise Edition Option)









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The following table describes the key features of the products and components included with a license for Oracle Fusion Sales Predictor.


Key Features

Oracle Fusion Sales

Predictor

Oracle Fusion Sales Prediction Engine

Select customer and product attributes for building predictive models

Set up, manage, and train predictive models

Set up prediction rules based on business or tribal knowledge not inherent in the data

Analyze the performance of prediction models using inbuilt reports such as leads adoption, attribute correlation

Retrain models as the underlying data changes thus improving the accuracy of prediction

Manage the eligibility of customers and products for generating recommendations

Simulate recommendations before generating leads


Oracle Fusion Sales Predictor can be licensed with the Application User metric.

8.10 Oracle Fusion Smart Phone Edition

Oracle Fusion Smart Phone Edition is a license that permits access from certain smart phone devices to Oracle Fusion Customer Relationship Management.




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The following table describes the key features of the products and components included with a license for Oracle Fusion Smart Phone Edition.


Key Features

Oracle Fusion Smart

Phone Edition

Oracle Fusion Mobile Sales

Intuitive, task-focused user interface designed for mobile devices

Contact and account management

Calendar and contact integration

Opportunity and lead management

Maps, phone, and e-mail integration

Real-time analytics

View CRM contacts geographically close

Support for BlackBerry from Research In Motion (RIM)

Support for iPhone from Apple


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Oracle Fusion Smart Phone Edition can be licensed with the Application User metric.

8.11 Oracle Fusion Territory Management

Oracle Fusion Territory Management provides a complete solution for managing sales territories in order to maximize market and account coverage, and improve overall sales performance.
















The following table describes the key features of the products and components included with a license for Oracle Fusion Territory Management.


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Oracle Fusion Territory

Management

Define territories using rich customer, channel, and product attributes, as well as named accounts

Build territories for different types of sales resources, including prime, overlay, partner, inside sales, and channel sales

Centralized or decentralized territory administration with delegated authority

Territory proposals that isolate pending territory changes from impacting active territories

Detect gaps and overlaps in territory coverage

Preview results of sales account, lead, and opportunity assignments

Real-time territory metrics and embedded analytics to assess effectiveness of territories

Date effective sales territories and versioning


Oracle Fusion Territory Management can be licensed with the Managed Resource metric.

8.12 Oracle Fusion Transactional Business Intelligence for Customer Relationship Management

Oracle Fusion Transactional Business Intelligence for Customer Relationship Management is a comprehensive analytic solution that provides timely, fact-based insight into the sales and marketing processes. All users, from sales executives to front-line sales representative to channel sales managers, get up-to-the-moment, complete, and in-context insight that is personalized, relevant, and actionable.




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The following table describes the key features of the products and components included with a license for Oracle Fusion Transactional Business Intelligence for Customer Relationship Management.


Oracle Fusion Transactional

Business Intelligence for

Customer Relationship

Management

Analyze sales pipeline

Determine which products and customers to target

Understand which competitors are faced most often and how to win against them

Analyze top partners

Compare partners against their peer group

Identify aging leads


Oracle Fusion Transactional Business Intelligence for Customer Relationship Management can be licensed with the Application User metric.


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9 Oracle Fusion Customer Relationship Management - Marketing

9.1 Oracle Fusion Email Marketing Server

Oracle Fusion Email Marketing Server enables companies to send high volume email campaigns, enables support for personalization and dynamic content within a campaign, and delivers closed-loop reporting with bounce handling and response tracking.
















The following table describes the key features of the products and components included with a license for Oracle Fusion Email Marketing Server.


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Key Features

Oracle Fusion Email

Marketing Server

Oracle Fusion E-Mail and Web Marketing

Provides ability to send high volume email campaigns.

Enables support for personalization and dynamic content within a campaign.

Delivers closed-loop reporting with bounce handling and response tracking.


Oracle Fusion Email Marketing Server can be licensed with the Computer metric.

9.2 Oracle Fusion Marketing

Oracle Fusion Marketing enables marketing organizations to gain insight through embedded analytics to better understand where to invest their marketing dollars, drive more revenue by leveraging best-in-class marketing and prospecting capabilities, and improve lead conversion with robust lead management and predictive lead recommendation capabilities.






Oracle Fusion Email Marketing Server (only if preconfigured email channel and SMS channel execution functionality is needed)

Oracle Fusion Marketing Segmentation (only if segmentation is needed)








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The following table describes the key features of the products and components included with a license for Oracle Fusion Marketing.


Key Features

Oracle Fusion

Marketing


Integrated sales and marketing analytics

Robust segmentation engine

Common CRM database with built-in data quality services

360 view of customers from within a transactional system

Campaign planning and task management

Multichannel campaign management

Sales campaigns for field organizations

Intelligent lead distribution

Lead management with opportunity landscape

Lead scoring and lead assessment scripts

Built-in enterprise collaboration between sales and marketing

Cross channel response management

Reusable templates


Oracle Fusion Marketing can be licensed with the Application User metric.


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9.3 Oracle Fusion Marketing Segmentation

Oracle Fusion Marketing Segmentation leverages all enterprise data to define granular segments, enabling marketers to send the right messages to the right customers.
















The following table describes the key features of the products and components included with a license for Oracle Fusion Marketing Segmentation.


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Key Features

Oracle Fusion

Marketing

Segmentation


Closed loop and best practice based campaign performance analytics

Seamless integration between analytics and execution

Customer segmentation and targeting

Multistage, multichannel campaign execution

Marketing segmentation of prospect and customer data

Multistage campaign management

Collaborative and automated demand generation

Contact planning and governance

Multistage nurturing campaigns

Automated multichannel campaigns


Oracle Fusion Marketing Segmentation can be licensed with the Computer metric.

Oracle Fusion Marketing Segmentation is licensed on the basis of the number of unique marketing records (including contact records, prospect records, and records in external data sources), which can be accessed using Oracle Fusion Marketing Segmentation.

Additional fees are required based upon the number of records segmented.

The available programs are:

Oracle Fusion Marketing Segmentation - up to 500,000 records

Oracle Fusion Marketing Segmentation - up to 1,000,000 records




Oracle Fusion Marketing Segmentation - unlimited records


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10 Oracle Fusion Partner Relationship Management Licensing Information

10.1 Oracle Fusion Partner Relationship Management for Channel Managers

Oracle Fusion Partner Relationship Management for Channel Managers provides a seamless lifecycle process for partner relationships.


The section lists the prerequisite products that require separate licenses.


All implementations require the following prerequisite products for the brand owner who accesses the system:


Oracle Fusion Territory Management for Channel Managers

The brand owner is not the compensated individual.










10.1.1.3 Other Implementations

Other implementations also require the following prerequisite product licenses:

Fusion CRM Base: Required for partner managers that maintain the records and information associated with partner programs, such as leads, opportunities, forecasts, contracts, campaigns, and others.


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Fusion Enterprise Contracts Base and Fusion Sales Catalog: Required for each Partner Relationship Management for Brand Owner User. Access to these programs with this product are for use with partner programs only.


The following table describes the key features of the products and components included with a license for Oracle Fusion Partner Relationship Management for Channel Managers.


Key Features

Oracle Fusion Partner Relationship Management for Channel Managers

Partner Management Promote the value of a partnership to specifically targeted partners to recruit them

Partner onboarding

Analysis from dashboards

Closed-loop lead and opportunity management

Visibility into partners’ pipelines along with real-time forecasting for the indirect channel business


This section describes the restricted-use licenses that are included with Oracle Fusion Partner Relationship Management for Partners.

If Partner Programs are used, then these restricted-use licenses are available with these features:




Access to the programs is for use with partner programs only


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If Partner Programs are not used, then these restricted-use licenses are available with these features:




Access to the programs is for the purpose of by-passing the Program Enrollment process only.


Oracle Fusion Partner Relationship Management for Channel Managers can be licensed with the Application User metric.

10.2 Oracle Fusion Partner Relationship Management for Partners

Oracle Fusion Partner Relationship Management for Partners allows partners to easily enter the required information and focus their energies on demand generation and successfully closing deals.



10.2.1.1 Partner Program Implementations

Partner users who access partner programs require the following prerequisite products:

Oracle Fusion Enterprise Contracts Base (in support of program enrollment)

Oracle Fusion Sales Catalog (in support of program enrollment)

Fusion CRM Base (in support of partner relationship processes such as opportunity management)







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The following table describes the key features of the products and components included with a license for Oracle Fusion Partner Relationship Management for Partners.


Key Features

Oracle Fusion Partner Relationship Management for Partners

Partner Management Self-service model

Partner Dashboard supplies recommended content and educational information along with performance analysis

Partner performance management

Comprehensive market development funds (MDF) process including pre-approvals and claims


This section describes the restricted-use licenses that are included with Oracle Fusion Partner Relationship Management for Partners.

Access to the following programs with this product is for use with partner programs only.

Oracle Fusion Enterprise Contracts Base (in support of program enrollment)

Oracle Fusion Sales Catalog (in support of program enrollment)

Oracle Fusion Lead Management (in support of lead management, lead registration, market development funds, and budgets)

Fusion CRM Base (in support of partner relationship processes such as opportunity management)


Oracle Fusion Partner Relationship Management for Partners can be licensed with the Registered User metric.


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10.3 Oracle Fusion Territory Management for Channel Managers

Oracle Fusion Territory Management for Channel Managers is for use by brand owners (partner managers) who establish and manage territories primarily for partners and related partner programs.





Oracle Fusion Partner Relationship Management for Channel Managers

One of the following:

Oracle Fusion Transactional Business Intelligence for Customer Relationship Management

Oracle Partner Analytics, Fusion Edition











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The following table describes the key features of the products and components included with a license for Oracle Fusion Territory Management for Channel Managers.


Key Features


Oracle Fusion Territory Management

Territory definition, structuring, and administration

Analytics

Territory proposal creation


This section describes the restricted-use licenses that are included with Oracle Fusion Territory Management for Channel Managers.



Establish and manage territories (for partners and related partner programs only)

Note: Partner managers who manage employee territories in addition to partner territories require a full-use Oracle Fusion Territory Management license.


Oracle Fusion Territory Management for Channel Managers can be licensed with the Managed Resource metric


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11 Oracle Fusion Customer Relationship Management - Customer Data Management Licensing Information

11.1 Oracle Fusion Customer Hub Data Steward

Oracle Fusion Customer Hub Data Steward facilitates data management tasks conducted by data stewards on a daily basis.





Oracle Fusion Applications Extensibility Framework (only if administrative users need to perform data model configuration)


Oracle Fusion Customer Hub for Organizations

Oracle Fusion Customer Management Foundation for Organizations

Oracle Fusion Customer Hub for Persons

Oracle Fusion Customer Management Foundation for Persons











The following table describes the key features of the products and components included with a license for Oracle Fusion Customer Hub Data Steward.


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Key Features

Oracle Fusion

Customer Hub Data

Steward

Oracle Fusion Trading Community Hub

Data steward productivity management

Merge policy enforcement

Identification and cross reference management

Enrichment with trusted reference sources

Share consolidated information of customer

Hierarchy management

Guided merge conflict resolution process

Import framework with data quality and what-if analysis

Comprehensive lineage and audit trail

Comprehensive roles and relationship modeling

Enterprise employee directory

Monitoring data quality metrics

Track multiple hierarchies and versioning

Collaboration and escalation support

Composite and granular services

Comprehensive modeling of party

Master reference geography

Merge or link duplicates

Extensive 360 degree view of the customer

Embedded extensibility within application


Oracle Fusion Customer Hub Data Steward can be licensed with the Application User metric.


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11.2 Oracle Fusion Customer Hub for Organizations

Oracle Fusion Customer Hub for Organizations enables companies to improve revenue generation and customer retention and enhance operational efficiency. It delivers a single view of the customer data over its full lifecycle, and allows companies to continuously monitor and improve data quality, as well as enforce data governance.





Oracle Fusion Customer Hub Data Steward












The following table describes the key features of the products and components included with a license for Oracle Fusion Customer Hub for Organizations.


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Key Features

Oracle Fusion

Customer Hub for

Organizations























Oracle Fusion Customer Hub for Organizations can be licensed with the Record metric.


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11.3 Oracle Fusion Customer Management Foundation for Organizations

Oracle Fusion Customer Management Foundation for Organizations enables companies to manage customer information as an enterprise asset through consolidation of distributed knowledge. Companies can constantly monitor and enhance customer data quality, and enforce corporate governance policies and procedures.

















The following table describes the key features of the products and components included with a license for Oracle Fusion Customer Management Foundation for Organizations.


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Key Features

Oracle Fusion

Customer

Management

Foundation for

Organizations


















Oracle Fusion Customer Management Foundation for Organizations can be licensed with the Record metric.

11.4 Oracle Fusion Customer Hub for Persons

Oracle Fusion Customer Hub for Persons enables companies to improve revenue generation and customer retention and enhance operational efficiency. It delivers a single view of the customer data over its full lifecycle, and allows companies to continuously monitor and improve data quality, as well as enforce data governance.


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The following table describes the key features of the products and components included with a license for Oracle Fusion Customer Hub for Persons.


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Key Features

Oracle Fusion

Customer Hub for

Persons















Centralized, data quality enabled import tool







Oracle Fusion Customer Hub for Persons can be licensed with the Record metric.


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11.5 Oracle Fusion Management Foundation for Persons

Oracle Fusion Management Foundation for Persons enables companies to manage customer information as an enterprise asset through consolidation of distributed knowledge. Companies can constantly monitor and enhance customer data quality, and enforce corporate governance policies and procedures.
















The following table describes the key features of the products and components included with a license for Oracle Fusion Management Foundation for Persons.


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Key Features

Oracle Fusion

Management

Foundation for

Persons

















Oracle Fusion Management Foundation for Persons can be licensed with the Record metric.

11.6 Oracle Fusion Data Quality Address Cleansing

Oracle Fusion Data Quality Address Cleansing maintains customer data quality by embedding best in class data quality capabilities in transactions and providing end-to-end data management flows.




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A third-party subscription from Informatica for Postal Directories. Obtain postal reference data and license key files directly from AddressDoctor at: http://www.informatica.com/products_services/address_validation/Pages/index.aspx.


Perpetual implementations require one or more of the following products:









Oracle Fusion Customer Hub B2B or Oracle Fusion Customer Hub B2C







The following table describes the key features of the products and components included with a license for Oracle Fusion Data Quality Address Cleansing.


Key Features

Oracle Fusion Data

Quality Address

Cleansing

Oracle Fusion Trading Community Data Quality


Integrated address cleansing and validation across all data entry points

Comprehensive address cleansing

http://www.informatica.com/products_services/address_validation/Pages/index.aspx.

http://www.informatica.com/products_services/address_validation/Pages/index.aspx.


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Oracle Fusion Data Quality Address Cleansing can be licensed with the Processor metric.

11.7 Oracle Fusion Data Quality Matching

Oracle Fusion Data Quality Matching identifies duplicates as part of the real time data entry process. This capability is also available as a batch process, during bulk import, as a web service, and for identifying the duplicates existing already in the registry,



















The following table describes the key features of the products and components included with a license for Oracle Fusion Data Quality Matching.


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Key Features

Oracle Fusion Data

Quality Matching

Oracle Fusion Trading Community Data Quality

Integrated duplicate identification across all data entry points

Matching with unprecedented global coverage



Oracle Fusion Data Quality Matching can be licensed with the Processor metric.



12 Oracle Fusion Application Tools

12.1 Oracle Fusion Applications Extensibility Framework

Oracle Fusion Application Extensibility Framework provides the ability to extend and customize the application with easy-to-use composers that business users outside of the IT organization can use to manage customizations and configurations.













Oracle Fusion CRM Base (for each development user)

Oracle Fusion CRM Base for Sales (at least one license for each user of applications created with the extensibility tools)


This table describes the key features of the products and components included with a license for Oracle Fusion Applications Extensibility Framework.




Included Features

Oracle Fusion Applications Extensibility Framework

Oracle Fusion CRM Application Composer

Application Composer: Extend core CRM functionality and build a wide range of application modules

Page Composer: Customize the look and feel of the user interface

Process Composer: Build and modify business processes with repeatable workflows that match best internal practices

Report Composer: Create and modify reports with embedded advanced analytics and quickly incorporate KPIs


Oracle Fusion Applications Extensibility Framework can be licensed with the Application User metric.



13 Oracle Fusion Governance, Risk and Compliance

13.1 Oracle Fusion Application Access Controls Governor

Oracle Fusion Application Access Controls Governor enables you to manage, remediate, and enforce user access policies to prevent corporate fraud and ensure regulatory compliance by controlling access to critical business applications such as enterprise resource planning, customer relationship management, and supply chain management systems.


This table describes the key features of the products and components included with a license for Oracle Fusion Application Access Controls Governor.


Included Features

Oracle Fusion Application Access Controls Governor


Real-time monitoring and prevention of inappropriate user access

Controls to enforce Segregation of duties at the access point or entitlement level

Simulation to detect access control violations before deploying access model changes

Built-in best practice library of Application Access Controls

Continuous monitoring of key access configurations, transactions and application data modifications


The following restricted-use licenses are included with Oracle Fusion Application Access Controls Governor:




Included Features


Weblogic Server

Diagnostics pack for Oracle Middleware

Provided only for use with Application Access Controls Governor.

Only one instance of Application Access Controls Governor may be deployed within the WebLogic Suite domain.

Oracle Data Integrator Enterprise Edition

Oracle Data Integrator Enterprise Edition

Provided for use with Oracle Fusion Application Access Controls Governor as the only source.


Oracle Fusion Application Access Controls Governor can be licensed with the Monitored User metric.

13.2 Oracle Fusion Application Access Controls for Fusion Applications Option

Oracle Fusion Application Access Controls for Fusion Applications is an option for Oracle Fusion Application Access Controls Governor.


The following prerequisite products require separate licenses:



This table describes the key features of the products and components included with a license for Oracle Fusion Application Access Controls for Fusion Applications.



Licensed Option


Included Features

Oracle Fusion Application Access Controls for Fusion Applications

Oracle Fusion Application Access Controls for Fusion Applications

Policies

Entitlements

Access points

Data movement maps from Oracle Fusion Applications


Oracle Fusion Application Access Controls for Fusion Applications can be licensed with the Monitored User metric

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