Management Cloud Oracle Subscription€¦ · Dene AutoAccounting Rules ... • Oracle Applications...

Oracle SubscriptionManagement Cloud

Implementing SubscriptionManagement

19D

Oracle Subscription Management CloudImplementing Subscription Management

19DPart Number F22086-03Copyright © 2011, 2019, Oracle and/or its aliates. All rights reserved.

Author: Abhay Singh, Debjit Nag

Contributor: Gnanaprakash Dasari, Carmen Myrick, Carol Robinson, Sudeep Vaidyanathan, Shubhaprada Muthyam

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Contents

Preface i

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

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

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

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

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

System Requirements .................................................................................................................................................................. 5


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

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

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

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

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

Set Up User Statuses and User Transitions for Subscriptions .......................................................................................... 10

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

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

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

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

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

Dene Customer Billing Conguration for Subscriptions ................................................................................................... 15

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

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

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

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

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

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

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

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

Scheduled Processes for Subscriptions .................................................................................................................................. 21

4 Common Application Setup Concepts 23Users and Security ...................................................................................................................................................................... 23

Currencies ..................................................................................................................................................................................... 26

Enterprise Structures .................................................................................................................................................................. 27


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

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

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

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

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

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

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

Generate Data Model XML ....................................................................................................................................................... 37

Create and Manage Account Receivables Service Mappings ........................................................................................... 38

Set Up Coverage Services ......................................................................................................................................................... 42

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

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

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

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

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


Preface

i

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

Using Oracle Applications

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

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Additional Resources

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> Greater than symbol separates elements in a navigation path.

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Preface

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

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Chapter 1About This Guide

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1 About This Guide

Audience and ScopeThis guide provides information for implementors and administrators when conguring and seing up OracleSubscription Management. It summarizes and details specic setup tasks for Subscription Management. It also isdesigned as a reference to conguring required Oracle Applications Cloud common application features at a high level.

This guide assumes your company's application cloud service is up and running at a basic level, for example, asdescribed in the use case contained in the Oracle Engagement Cloud Geing Started with Your Implementation guide.

Note: With release 19A (11.13.19.01.0), "Oracle Sales Cloud" has been incorporated within "Oracle EngagementCloud." Existing Oracle Sales Cloud users will retain access to Oracle Sales Cloud features under theirpreexisting licensing agreements. Any new users created within your current Oracle Sales Cloud licensecount will also retain the same access to Oracle Sales Cloud. Users may obtain access to additional OracleEngagement Cloud features by renewing their subscriptions under the Oracle Engagement Cloud SKU. Thisdocument describes features available to users under both Oracle Sales Cloud and Oracle Engagement Cloudlicensing agreements.

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

Guide Description

Using Subscription Management

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

Oracle Engagement CloudGeing Started with Your SalesImplementation

Describes your initial Oracle Engagement Cloud implementation procedures, based on asimple sales-force-automation use case.

Oracle Applications Cloud UsingFunctional Setup Manager

Describes how to use the Setup and Maintenance work area when implementing andconguring Oracle Engagement Cloud.

Oracle Engagement CloudImplementing Sales

Provides a reference to conceptual information and procedures required to implementcomponents and features of Oracle Engagement Cloud.

Oracle Engagement Cloud UsingSales

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


Chapter 1About This Guide

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Guide Description

Oracle Engagement Cloud ExtendingSales and Service

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

Oracle Engagement Cloud SecuringSales and Service

Contains information to help setup users and sales administrators congure access to OracleEngagement Cloud functionality and data.

Oracle Engagement Cloud SecurityReference for Sales and Service

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


Chapter 2Implementation Overview

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2 Implementation Overview

Start Implementing SubscriptionsTo start an implementation of Oracle Subscription Management, a user with the Application Implementation Consultantrole (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB) must opt in to the oerings applicable toyour business requirements. Refer to the Oracle Applications Cloud Using Functional Setup Manager guide to managethe opt-in and setup of your oerings. Users must have the Subscription Specialist role to access SubscriptionManagement.

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

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

Functional Area Description

Company Prole

Use this functional area to set up the common CRM Business Units prole options.

Sales Foundation

Use this functional area to set up public unique identier prole options.

Subscriptions

Use this functional area to set up subscriptions.

Related Topics

• Oracle Applications Cloud Using Functional Setup Manager

• Plan Your Implementation

Where You Perform Subscriptions Setup TasksYou mainly access two areas when seing up, conguring, and managing Subscription Management from animplementation perspective: the Setup and Maintenance and the Subscription Management work areas.

Setup and Maintenance SetupsFor the Setup and Maintenance tasks, you go to:

• Oering: Sales

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• Functional Area: Subscriptions

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

• Subscription Rules

• Event Models

• Entitlement Availability and Coverage

• Asset Lifecycle Management

• Subscription Preview

Related Topics

• Create Subscription Rules

• Create and Manage Subscription Proles

• Create and Manage Subscription Renewal Templates

• Create Standard Coverage

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

Setup Step Where You Find More Information

Congure the Subscriptions oeringand create an implementation project

See the Create a Subscriptions Implementation Project topic.

Dene legal entities

See the Dene Legal Entities for Subscriptions topic.

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

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

Dene Party Roles and Contact Rolesfor Subscriptions

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

Manage user statuses and usertransitions

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

Manage time unit mappings

See the Specify Time Unit Mappings topic.



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Setup Step Where You Find More Information

Dene pricing

See the Dene Pricing for Subscriptions topic.

Dene Customer Billing Congurationfor Subscriptions

See the following topics:

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

Subscription Copy Map

See the Subscription Copy Map topic.

Register Third Party Applications forSubscriptions

See the Register Third Party Applications for Subscriptions.

Dene Subscription CancellationReasons

See the Dene Subscription Cancellation Reasons.

Dene Subscription Close Reasons

See the Dene Subscription Close Reasons.

Set up application users

See the Common Application Setup Concepts chapter.

Congure customer billing

See the Dene Customer Billing Conguration for Subscriptions topic.

Manage subscription rules

See the Conguring Subscriptions chapter.

Entitlements Management

See the Conguring Subscriptions chapter.

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

Related Topics

• System Requirements for Oracle Applications Cloud

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Chapter 3Subscription Management Setup Checklist

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3 Subscription Management Setup Checklist

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

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

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

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

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

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

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

statutory unit check box.15. Optionally, if your legal entity has employees, select the Legal employer check box.16. Optionally, if this legal entity is not a payroll statutory unit, select an existing payroll statutory unit to report

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

Number.18. Enter the EIN or TIN.19. Click Save and Close.20. In your implementation project, select Dene Legal Entities for Sales from the task list.21. Click the Select and Add icon. Search for and add the following tasks to the Dene Legal Entities for Sales

folder: Manage Legislative Data Groups and Manage Legal Entity HCM Information.



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

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

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

Related Topics• Manage Legislative Data Groups

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

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

a. Click the create icon.b. Enter the required information on the Create Business Unit page. Select Create from the Default Set

drop-down list.c. Create a reference data set and click OK.d. Select the reference data set created from the Default Set drop-down list and click Save and Close.

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

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

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

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

Related Topics• Business Units• Business Functions• Legal Entities

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

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

• Party

• Customer

• Customer Account

• Site

• Relationship

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

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

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

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

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

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

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

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



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

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

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

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

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

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

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

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

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

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

10. Click Save and Close.

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

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

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

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



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

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

To dene user and status transitions:

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

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

2. Use the Event Models tasks from the Subscription Conguration work area to create new events and actions forthe business object oracle.apps.subscriptionManagementsubscriptionService.view.SubscriptionsVO.

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

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

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

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

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

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

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

To dene unit of measure:

1. Open the Manage Units of Measure Proles task.2. Search for the Prole Option Code RCS_DEFAULT_UOM_SERVICE_DURATION_CLASS.3. Select the Prole Value to specify a default unit of measure class.



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

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

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


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

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

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

Subscription Management disables search for the item in each subscription that references a businessunit that you do not specify. As an alternative, if you use the same master organization for every businessunit, then you can specify this organization in the Item Validation Organization parameter, and then set theBusiness Unit for this parameter to All Business Units.

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

To dene Order Management Parameters:

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

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


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



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Create Included Warranty ItemsTo create an included warranty item:

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

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

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

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

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

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

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

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

list.10. In the Relationship tab, create a relationship for the item. Ensure that the relationship type is Warranty.11. Click Save.

Create Coverage ItemsTo create a coverage item:


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

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

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



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

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

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

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

Create Subscription ItemsTo create a subscription item:


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

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

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

Oracle Subscription Management supports these charges:

• One-time charges, such as activation fees.

• Recurring charges, such as monthly membership charges.

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

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

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

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

on covered items.



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

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

Setup Where you nd more information

Create a customer.

Create and Manage Customers in the Subscription Management Setup Checklist chapter

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

Manage Pricing Charge Denitions topic in Administering Pricing guide.

Create pricing segment.

Manage Pricing Segments topic in Administering Pricing guide.

Create customer pricing prole.

Manage Pricing Proles topic in Administering Pricing guide.

Create subscription, coverage, andcovered asset items.

Pricing for Covered Items topic in Administering Pricing guide.

Create and approve price lists.

Manage Price Lists topic in Administering Pricing guide.

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

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

Manage Pricing Guidelines topic in Administering Pricing guide.

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

See the Strategies topic in Administering Pricing guide.

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

See the Manage Discount Lists topic in Administering Pricing guide.

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

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

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

Use this high-level procedure for quick setup of billing. See the related topics for additional details.

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

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

◦ Dene payment terms in the Manage Receivables Payment Terms page.

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

◦ Dene rules based on your Business Unit in the Manage AutoAccounting Rules page.

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

◦ Ensure that the seeded transaction source ORA_Subscriptions is present in the Manage TransactionSources page. You must use this transaction source when you run your program.

◦ Ensure that the seeded transaction types of ORA_OSS_Credit Memo and ORA_OSS_Invoice are available in theManage Transaction Types page.


To dene subscription usage-based billing, proceed as follows:

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

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

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

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



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This graphic describes the usage acquisition and rating.

Related Topics

• Dene Payment Terms

• Dene AutoAccounting

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

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

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

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

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

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

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Related Topics• Using AutoInvoice Grouping Rules

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

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

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

Related Topics• Dene Payment Terms

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

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

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

Related Topics• Dene AutoAccounting

Subscription Copy MapSubscription copy map enables you to create new subscription by copying aributes from an existing subscription.

The application provides you with these maps to copy subscription and subscription products: Copy Subscription andCopy Subscription product. You can create your own maps to suit your business.

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

Conguration category.






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

Field Description

Map Group

Select Copy Subscription

To

Select SubscriptionManagementAM

From

Select SubscriptionManagementAM

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

Field Description

To

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

From

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

Query Name

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

Query Aribute

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

Joined View Object and JoinedAribute

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

◦ The view object to which this object is joined

◦ The aribute used as the basis of the join

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

Field Description

To

Select the aribute to which the selected entity is copied.

Referenced View Object

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



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Field Description

Primary Key

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

From

Select the aribute from which the selected entity is copied.

From Expression

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

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

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

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

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

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

Dene Subscription Cancellation ReasonsTo dene cancellation reason for your subscriptions, proceed as follows:

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

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



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Dene Subscription Close ReasonsTo dene close reasons for subscriptions, proceed as follows:

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

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

Scheduled Processes for SubscriptionsHere are the scheduled processes:

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

◦ Acquire Subscription Usage Data from an External Web Service

◦ Fetch Pricing Information for Subscriptions and Generate Billing Schedule

• Interface Invoices to AR and Post Invoice Details in Subscriptions

◦ Send Subscription Billing Information to Receivables

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

◦ Fetch Subscription Invoice Information from Receivables

• Interface Subscriptions to Revenue Management Cloud

◦ Send Subscription Revenue Information to Oracle Revenue Management Cloud

◦ Validate Customer Contract Source Data

◦ Identify Customer Contracts



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Chapter 4Common Application Setup Concepts

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4 Common Application Setup Concepts

Users and Security

Overview of Users and Security SetupAccess to the cloud application functionality and data is secured using role-based access control. In a role-based accesscontrol model, users are assigned roles, and roles are assigned access privileges to protected system resources. Initialaccess is limited to one initial user that Oracle creates. Using this initial user, you create other required users, such assetup users, the sales administration user, and application users. You then provision each user with roles, which provideaccess to application functions and data.

Sales users who access the transactional UI, such as the Leads and Opportunities work areas, are created as resourcesand are known as sales resources.

To set up default preferences for users and roles, you access the Security Console as a setup user or other user withthe IT Security Manager job role. Only setup users, or other users with the IT Security Manager job role, can access theSecurity Console. You perform user-related tasks both during implementation and later as requirements emerge. If youare a new customer, follow the steps in the Oracle Engagement Cloud Geing Started with Your Sales Implementationguide. For ongoing maintenance of users, use the Users and Security functional area in Setup and Maintenance andthe Users and Roles task in the Navigator. For more information about creating and importing users, see the GeingStarted with Your Sales Implementation guide. For more information about seing up security and provisioning roles tousers, see the Oracle Engagement Cloud Securing Sales and Service guide. You can nd these guides on the Oracle HelpCenter site, linked in the Related Topics section of this topic.

LDAP Identity StoreThe Oracle Cloud authentication providers access the LDAP identity store, which is a logical repository of enterpriseuser identity data. Your LDAP directory stores denitions of LDAP user accounts. In general, changes you make to useraccounts are automatically synchronized between the sales applications and your LDAP directory server. However, youmust also run processes on a daily basis to manage information exchange between your application and your LDAPdirectory server. For information, see the chapter about seing up application security in the Securing Sales and Serviceguide.

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

Setup Task or Option andNavigation

Description

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

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



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Description

You perform the Manage Job Roles task to:

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

This task opens the Roles tab of the Security Console.

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

You perform the Manage Duties task to:

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

This task opens the Roles tab of the Security Console.

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

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

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

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

Note: You can also create sales users by importing users. For information on theuser import options available, see the Oracle Engagement Cloud UnderstandingImport and Export Management guide.

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

Oracle provides predened role mapping rules for provisioning many of the standard jobroles included with the application. However you can create any additional role mappings youneed to control the provisioning of roles to application users using the Manage HCM RoleProvisioning Rules task. For example, you can create a role mapping to provision the ChannelSales Manager role automatically to specied sales managers.

File-Based Data Import

You can import users in bulk using le-based data import. See the Understanding File-BasedData Import and Export guide for more information.

Import Partner Users Task Manage File Import Activities

You can also import partner contact data using the Import Partner Users task. For moreinformation, see the Oracle Engagement Cloud Geing Started with Your Partner RelationshipManagement Implementation guide.

Single Sign-On Authentication

Single sign-on authentication, which enables users to sign in once and access multipleapplications, is optionally available for user authentication. If your enterprise has moved froma traditional on-premises environment to an Oracle Cloud implementation, you might want to



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Description

use your existing identity management solution for authenticating your employees, and youmight also want to provide a single sign-on experience. Implementing federated single sign-on lets you provide users with single sign-on access to applications and systems located acrossorganizational boundaries. For additional information, see Oracle Applications Cloud ServiceEntitlements (Doc ID 2004494.1) on My Oracle Support at hps: / /supportoraclecom.

Reseing User Passwords

Setup users, who are provisioned with the IT Security Manager job role, can use the Users tabin the Security Console work area to reset passwords for all application users. Users who can'taccess the Security Console can reset only their own passwords using the Set Preferences linkin the Seings and Actions menu available by clicking their user name in the application or byusing the Forgot Password link on the sign-in page. See the Geing Started with Your SalesImplementation guide for more information.

Updating Email Addresses

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

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

About Sales ResourcesAfter creating your setup users and the sales administrator, you create sales resources. Creating resources is coveredin the Geing Started with Your Sales Implementation guide. Ongoing maintenance of sales resources is performed bythe sales administrator and by other transactional users, such as sales managers. Sales resources can also update theirown information. Some of these tasks (setup-related) are covered in this chapter. For tasks related to maintaining salesresource information, such as proles, photos, and the like, refer to the Using Sales guide.

Related Topics• Oracle Engagement Cloud Geing Started with Your Sales Implementation guide

• Oracle Engagement Cloud Securing Sales and Service guide

• Managing Resources chapter of the Oracle Engagement Cloud Using Sales guide

• Oracle Help Center

• Report on System User Activity

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

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

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

• Oering: Customer Data Management

• Functional Area: Users and Security

• Task: Manage Users

For information about creating setup users, see the Oracle Engagement Cloud Geing Started with Your SalesImplementation guide.

Related Topics

• Oracle Engagement Cloud Geing Started with Your Sales Implementation guide

• Oracle Engagement Cloud Securing Sales and Service guide

Currencies

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

• Specify corporate currency: You may have already done this if you were following the currency setup in theGeing Started With Your Implementation guide. If you have already specied your corporate currency, you donot need to do so again.

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

• Import or enter daily currency conversion rates.

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

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

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

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

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

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Related Topics

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

• What's a statistical unit currency type

• Euro Currency Derivation

Enterprise Structures

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

Legal entities have the following rights and responsibilities to:

• Own property

• Trade

• Repay debt

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

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

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

• Facilitating local compliance

• Minimizing the enterprise's tax liability

• Preparing for acquisitions or disposals of parts of the enterprise

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

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

• Own the assets of the enterprise

• Record sales and pay taxes on those sales

• Make purchases and incur expenses

• Perform other transactions

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

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

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

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

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

In Oracle Fusion Applications you do the following:

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

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

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

• Enables exible implementation

• Provides consistent entity that controls and reports on transactions

• Shares sets of reference data across applications

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

In summary, use business units for:

• Management reporting

• Transaction processing

• Transactional data security

• Reference data sharing and denition



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

Related Topics

• Reference Data Sets and Sharing Methods

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Chapter 5Conguring Subscriptions

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5 Conguring Subscriptions

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

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

To create a subscription prole:

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

schedule and pricing details.

This table describes the pricing and billing parameters.

Parameter Description

Bill Service

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

Invoicing Rule

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

Billing Frequency

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

Billing Date

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

Accounting Rule

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

Transaction Type

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



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Parameter Description

Payment Terms

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

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

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

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

You can send the following information to Oracle Account Receivables: line formation,header information, covered level aributes, and bill line aributes.

Period Start

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

Period Type

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

Close Credit Method

You can choose from the following: Prorate with credit, Prorate without credit, Full todetermine whether or not partial or full charges will be waived as a refund upon termination.

Invoice Text

In order to process the descriptions of the invoice by an accounts receivables application,you must add aributes for the subscription invoice text. This includes Charge name, Itemname, Bill to date, Bill from date, and so on.

Coverage Invoice Text

In order to process the descriptions of the invoice by an accounts receivables application,you must add aributes for the coverage invoice text. This includes Asset number, Itemname, Bill to date, Bill from date, and so on.

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

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

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



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

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

Create a new template by doing this:

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

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

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

11. Select the Price Adjustment Type.

If you select Reprice, then the application calculates the latest price of the item at the time of renewal. Ifyou select Markdown or Markup, then you must enter Price Adjustment Basis and Price AdjustmentValue to adjust the list price of the product. Markup adjusts the price up by the adjustment basis and value.Alternatively, markdown adjusts the price down by the adjustment basis and value.

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

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

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

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

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

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

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

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

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



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Renewal Process Customer AcceptanceRequired

Internal Approval Description

Automatic

Not required

Not required

The application renews andactivates the subscription.

Automatic

Not required

Required

The application renews andsubmits the subscription forapproval.

Automatic

Required

N/A

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

Manual

N/A

N/A

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

Do not renew

N/A

N/A

The application does notrenew the subscription.

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

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

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


Related Topics• Subscription Renewal• Renew Subscriptions

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

http://www.oracle.com/pls/topic/lookup?ctx=fa19d&id=7F02FA7ADD3C6606E053A398F70AFBB0

http://www.oracle.com/pls/topic/lookup?ctx=fa19d&id=8042C9AC90E531C7E053A398F70A5ED5



35

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

To create an event notication rules and template set, do the following:

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

Date, and Sender Email Address.8. Click Create, in the Condition region.

Set up the conditions:

Condition Description

Event

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

Days before subscription start date

The number of days before the renewal start date that you would like to send thenotication.

Notication Type There are three types of notications:

◦ Quote

◦ Reminder

◦ Any User Dened Type

Customer Acceptance

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

Communication Channel

The channel on which the notication will be delivered. If you select email, the applicationsends an email to the customer to contact. If you select custom, it includes third-partyportals. The application will then raise a business event with the message and aachmentdetails.

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


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



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To manage subscription rules:

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

Prole and Event Notication Rules and Template Set.7. Enter Precedence value, if necessary.8. Click Save and Close.

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

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

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

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

b. To include exceptions in the coverage schedule, select an exception from the Exceptions drop-down list.c. To delete a schedule, click Delete in the Schedules pane.d. Click Save.

6. To add the holidays, nonworking times, or extended working hours that are applicable to the coverageschedule, click the Exceptions tab.

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

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

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

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

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



37

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

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

This way you have created a standard coverage placeholder. Now, you must add entitlements.

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

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

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

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

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

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

◦ Select Customer to assign the coverage to a specic customer.Then select the customer in the Default Level Value column, and then select the standard coverage inthe Coverage column that you want to apply to that customer.

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

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

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

• Subscription



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• Subscription additional parties

• Subscription team

• Subscription parties contacts

• Subscription product

• Subscription product charges

• Subscription product charge adjustments

• Subscription product charge tiers

• Subscription product bill lines

• Subscription product bill adjustments

• Subscription covered levels (all child entities)

• Subscription coverage line (coverage entitlement)

• Subscription product relationships

• Custom child at header and product level

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

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

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

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



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

Service Mapping

Source

Subscription Account Receivables Interface

Algorithm

Fusion Account Receivables

Interface Algorithm

Input SDO

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

Output SDO

Steps for Seing the Subscription AR Integration Service MappingHere are the steps for seing the Subscription AR Integration Service Mapping:

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

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

Note: You must ensure that the custom aribute data type match with Service Mappingaribute data type.

3. Create Service Mapping with required aributes4. Edit and Publish Algorithm.5. Create Subscription. Enter required details to verify custom aribute data and activate the subscription.6. Run the Send Subscription Information to Receivables ESS job.7. Connect to database and verify database details for custom aributes using:

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

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



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

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

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

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

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

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

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

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

Congure Service MappingsHere are the steps you must perform to congure the subscription service mappings:

1. Sign in as a setup user.2. Go to the Subscription Management work area.3. On the Subscriptions landing page, click the Subscription Conguration tab.4. Click Manage Service Mappings.5. Click Subscription AR Integration.6. Select an entity from the Entity tab.7. Click Add Row in the Details section to create custom entity aributes to map the custom descriptive exelds

aributes.



41

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

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

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

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

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

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

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

that describe the values required in the code:

Name Description Examples of required values

AributeContext

This aribute is used to identify the ARdescriptive exelds.

TransactionLineD TransactionInterfaceHeaderD

AributeName

Table column or standard column name.

ATTRIBUTE8 or BU_NAME

AributeValue

Value of the aribute. It can be sourcedfrom any subscription entities.

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

FlexContext

Descriptive exelds context name

Invoice Lines

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

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

11. Click Save and Close



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12. Select the same Subscription Management and Account Receivables Integration algorithm and click Actions >Publish.

Run the Send Subscription Information to Receivables ESS JobHere are the steps required to run the ESS job after creating and activating a subscription:

1. Navigate to the Scheduled Processes page.2. In the Search Results region of the Overview page, click Schedule New Process.3. In the Schedule New Process window, enter Send Subscription Information to Receivables in the Name eld,

and click OK.4. In the Process Details window, click Submit.5. In the Conrmation window, click OK.6. In the Process Details window, click Close.

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

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

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

Setup Steps Details

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

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

Set up party, account, and accountsites.

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

Set up Order ManagementParameters.

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

Set up prole option code for timeunit mapping.

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

Set up the manage subscription timeunit mappings.

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

Set up included warranty items andcoverage items.

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



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Setup Steps Details

Set up pricing strategy and charges.

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



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Chapter 6Seing Up Subscription 360

45

6 Seing Up Subscription 360

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

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

To enable the Subscriptions subtab in the Account Details page, do the following:

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

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

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

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

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

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

Subscriptions subtab on the Edit Account page.


Chapter 6Seing Up Subscription 360

46

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

To enable Subscriptions 360, add the View Subscriptions for an Account functional privilege to the relevant role. Afteryou have added the functional privilege, add the Subscription Amendment External, Subscription Authoring External,and Subscription Search and View Access External roles. Assign these to a user.

To enable Subscriptions 360 for salespeople:

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

2. Click Navigator > Security Console.3. Search for the role to which you want to grant subscriptions permissions.4. Go to the Function Security page.5. Click Add Function Security Policy.

The Add Function Security Policy dialog box appears.6. Search for the View Subscriptions for an Account privilege.7. Click Add Privilege to Role.8. Click Next to go to the Data Security Policy page.9. Click Create Data Security Policy.

10. On the Create Data Security Policy dialog box, do the following:

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

11. Click Next to the go to the Role Hierarchy page.12. Click Add Role and add these duty roles:

◦ Subscription Amendment External

◦ Subscription Authoring External

◦ Subscription Search and View Access External

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


Chapter 7Revenue Management Integration

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7 Revenue Management Integration

Integration OverviewYou can use Oracle Revenue Management to automate end-to-end revenue compliance and revenue recognitionprocesses for your enterprise. You can integrate Oracle Revenue Management with Oracle Subscription Managementto ensure the revenue schedule from a subscription is reected accurately for revenue recognition. The integration alsoensures that the revenue is recognized based on the new ASC 606 and IFRS 15 standards.

The integration between Revenue Management and Subscription Management provides this functionality to:

• Automatically import subscription lines for subscriptions and usage-products.

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

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

• Import subscription billing from Receivables to Revenue Management to clear contract asset balances, recorddiscounts or premiums, and record initial performance events.

The subscription data must be imported into Revenue Management to create customer contracts and performanceobligations. Revenue is recognized for the performance obligations as and when dierent subscription events occur.Here are the subscription events that lead to data transfer from Subscription Management to Revenue Management:

• Subscription activation

• Subscription amendment

• Subscription renewal

• Subscription termination

• Usage billing

• Evergreen billing

• Pricing term

The integration supports all scenarios in Subscription Lifecycle Management including subscription ordering withone-time, recurring and usage charges, evergreen subscriptions, subscription amendment, subscription termination,subscription renewal, and pricing term. This table explains how this integration process handles these subscriptionscenarios in Subscription Lifecycle Management:

Scenarios Impact

Revenue contracts identication

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

Performance obligations andpromised details identication

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



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Scenarios Impact

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

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

Subscription amendments,terminations, and renewals impact

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

Evergreen subscriptions impact onrevenue

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

Standalone selling price calculation

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

Ad hoc charges and bill adjustmentscalculation

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

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

1. In the Setup and Maintenance work area, use the following to navigate to the Manage System Options forRevenue Management page

◦ Oering: Financial

◦ Functional Area: Revenue Management

◦ Task: Manage System Options for Revenue Management

2. Click Add from the Integration section to add a row in the Source Document Types table.3. Select a ledger from the Ledger drop-down list.4. Select Oracle Subscription Management from the Source Document Type drop-down list.5. Search and select a revenue clearing account from the Appropriate Revenue Clearing drop-down list.6. Click Save and Close.

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



49

Interface Table Description

VRM_ SOURCE_ DOCUMENTS

Stores the subscription header information.

VRM_ SOURCE_ DOC_LINES

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

VRM_ SOURCE_ DOC_SUB_LINES

Stores the information about satisfaction events.

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

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

• VRM_SOURCE_DOC_LINES

• VRM_SOURCE_DOC_SUB_LINES

Let's assume that a customer has purchased a Blast Internet Connection subscription with the following details:

Subscription Fees Blast Internet Basic Blast Internet Premium

Activation Fee (One-time)

$80

$80

Internet Fee (Recurring)

$50

$60

Consumption Fee (Usage)

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

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

• The extra consumption fee is charged when the customer exceeds the data consumption limit of 100 GB permonth. When internet data consumption exceeds the limit, the customer is charged with $1 for every 2 GB ofextra usage.

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

• The customer has purchased the subscription for 12 months.

Scenario 1: Basic Subscription ActivationThis scenario covers the impact of activating Blast Internet Connection subscription on the Revenue Managementdatabase tables where the customer has only opted for the basic internet plan of $50 per month for one year.

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



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Table Aributes Doc Line 1 Doc Line 2

Source Line

Source Line 1

Source Line 2

Item

Blast Internet Basic


Extensible Aribute 1

Internet (Recurring)

Activation Fee(One-time)


Monthly

One-time

UOM

Year

Year

Quantity

1

1

Unit Selling Price

600

80

Line Amount

600

80

List Price

600

80

Version Number

1

1

Version Flag

Null

Null

Plan Start Date

01-Jan-2020

Plan End Date

31-Dec-2020

Satisfaction Measurement Model

ORA_ MEASURE_ PERIOD_ SATISFIED

ORA_ MEASURE_ QUANTITY_ SATISFIED

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

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

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

Impact on VRM_SOURCE_DOC_SUB_LINESValues in this table are only populated for the document lines that are completely satised. Here's the table that displaysthe values inserted in the VRM_SOURCE_DOC_SUB_LINES database table:



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Table Aributes Doc Sub Line 1

Source Line

2

Sub Line Type Code

ORA_ SATIS_ EVENT_ SMM_QUANTITY

Satisfaction Measurement Date

1-Jan-2020

Satised Quantity

1

At the time of subscription activation, the only charge completely satised was the activation fee. Because chargesrelated to Doc Line 2 are paid immediately at the time of subscription activation, only values associated with theactivation fee are populated in this table.

Once the charges associated with the monthly fees are completely satised, new rows for the monthly internet fees of$50 are added to this table at the end of every month.

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

• 20 GB in January

• 30 GB in February

Here's the table that displays the values inserted in the VRM_SOURCE_DOC_LINES database table when usage chargesare applied on the subscription:


Source Line

Source Line 3

Source Line 4

Item






UOM

Year

Year

Quantity

120

130

Unit Selling Price

10/120

15/130

Line Amount

10

15



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List Price

10/120

15/130

Plan Start Date

01-Jan-2020

01-Feb-2020

Plan End Date

31-Jan-2020

28-Feb-2020

Satisfaction Measurement Model



Note: New rows in the VRM_SOURCE_DOC_LINES table are not inserted at the time of subscription activation.In the case of usage charges, a new accounting contract is created for every usage line. The customer ischarged only when the usage fee becomes applicable.

The consumption fees result in the addition of two rows:

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

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

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

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

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

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

Source Line

Source Line 1

Source Line 2

Source Line 3

Source Line 1

Item



Blast Internet Premium




Activation Fee (One-time)




Monthly

One-time

Monthly

Monthly

UOM

Year

Year

Year

Year



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

Quantity

1

1

1

1

Unit Selling Price

600

80

360

600

Line Amount

600

80

360

300

List Price

600

80

360

600

Version Number

1

1

1

2

Version Flag

Null

Null

Null

Y

Plan Start Date

01-Jan-2020

01-Jul-2020

01-Jan-2020

Plan End Date

31-Dec-2020

31-Dec-2020

30-Jun-2020

SatisfactionMeasurement Model

ORA_ MEASURE_PERIOD_ SATISFIED

ORA_ MEASURE_QUANTITY_ SATISFIED



When a subscription is upgraded, two new rows are inserted in this Revenue Management table:

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

• Doc Line 4 in this table is created as the new version of Doc Line 1 created at the time of the subscriptionactivation. Doc Line 4 stores the values associated with the monthly internet fees paid until 30 June 2020.Therefore, the unit selling price becomes $300 ($50 *6 months). Also, as this is the revision of the existing DocLine 1, the Version Number becomes 2 and the Version Flag becomes Y.

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

Related Topics

• How Revenue Basis Import Data Is Processed

• How Revenue Recognition Is Processed

http://www.oracle.com/pls/topic/lookup?ctx=fa19d&id=FAFRM2197843

http://www.oracle.com/pls/topic/lookup?ctx=fa19d&id=FAFRM2321853



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Glossary

55

Glossarybusiness function

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

chart of accounts

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

division

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

legal entity

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

primary ledger

Main record-keeping ledger.

reference data set

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

resource

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


Glossary

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