Oracle Subscription Management Cloud - Implementing Subscription Management 19D - Oracle Help Center

 
Oracle Subscription Management Cloud - Implementing Subscription Management 19D - Oracle Help Center
Oracle Subscription
Management Cloud

Implementing Subscription
Management
19D
Oracle Subscription Management Cloud
Implementing Subscription Management

19D
Part Number F22086-03
Copyright © 2011, 2019, Oracle and/or its aliates. All rights reserved.

Author: Abhay Singh, Debjit Nag

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

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Oracle Subscription Management Cloud
Implementing Subscription Management

Contents

      Preface                                                                                                                                                                                                   i

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

 2    Implementation Overview                                                                                                                                                                                 3
      Start Implementing Subscriptions ............................................................................................................................................. 3
      Where You Perform Subscriptions Setup Tasks .................................................................................................................... 3
      Summary of the Subscriptions Setup Steps ........................................................................................................................... 4
      System Requirements                   .................................................................................................................................................................. 5
Oracle Subscription Management Cloud
Implementing Subscription Management

 3    Subscription Management Setup Checklist                                                                                                                                                                  7
      Create a Subscriptions Implementation Project ..................................................................................................................... 7
      Dene Legal Entities for Subscriptions .................................................................................................................................... 7
      Dene Business Units and Assign Business Function, Ledger, and Legal Entity for Subscriptions ............................ 8
      Create and Manage Customers ................................................................................................................................................. 9
      Dene Party Roles and Contact Roles for Subscriptions .................................................................................................... 10
      Set Up User Statuses and User Transitions for Subscriptions .......................................................................................... 10
      Dene Unit of Measure                      ............................................................................................................................................................... 11
      Dene Subscription Time Unit Mappings .............................................................................................................................. 12
      Dene Order Management Parameters ................................................................................................................................. 12
      Manage Items              ............................................................................................................................................................................... 12
      Dene Pricing             ............................................................................................................................................................................... 14
      Dene Customer Billing Conguration for Subscriptions ................................................................................................... 15
      Dene AutoInvoice Line Ordering Rules ................................................................................................................................ 17
      Dene AutoInvoice Grouping Rules ........................................................................................................................................ 17
      Dene Receivables Payment Terms ........................................................................................................................................ 18
      Dene AutoAccounting Rules ................................................................................................................................................... 18
      Subscription Copy Map                      .............................................................................................................................................................. 18
      Register Third Party Applications for Subscriptions ........................................................................................................... 20
      Dene Subscription Cancellation Reasons ............................................................................................................................ 20
      Dene Subscription Close Reasons ........................................................................................................................................ 20
      Scheduled Processes for Subscriptions .................................................................................................................................. 21

 4    Common Application Setup Concepts                                                                                                                                                                     23
      Users and Security                 ...................................................................................................................................................................... 23
      Currencies          ..................................................................................................................................................................................... 26
      Enterprise Structures                  .................................................................................................................................................................. 27
Oracle Subscription Management Cloud
Implementing Subscription Management

 5    Conguring Subscriptions                                                                                                                                                                            31
      Create and Manage Subscription Proles .............................................................................................................................. 31
      Create and Manage Subscription Renewal Templates ....................................................................................................... 32
      Create and Manage Subscription Event Notication 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    Seing Up Subscription 360                                                                                                                                                                         45
      Enable Subscription 360 in Accounts .................................................................................................................................... 45
      Congure the Subscriptions Role for Salespeople .............................................................................................................. 45

 7    Revenue Management Integration                                                                                                                                                                     47
      Integration Overview                 .................................................................................................................................................................. 47
      Integration Set Up Steps                   ........................................................................................................................................................... 48
      Examples of Subscription Activation Impact on Revenue Management ....................................................................... 48
Oracle Subscription Management Cloud
Implementing Subscription Management
Oracle Subscription Management Cloud                                                                                            Preface
Implementing Subscription Management

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

Using Oracle Applications

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

            Watch: This video tutorial shows you how to nd and use help.

You can also read about it instead.

Additional Resources
      • Community: Use Oracle Cloud Customer Connect to get information from experts at Oracle, the partner
        community, and other users.

      • Training: Take courses on Oracle Cloud from Oracle University.

Conventions
The following table explains the text conventions used in this guide.

        Convention          Meaning

        boldface            Boldface type indicates user interface elements, navigation paths, or values you enter or select.

        monospace           Monospace type indicates le, folder, and directory names, code examples, commands, and URLs.

        >                   Greater than symbol separates elements in a navigation path.

                                                                                                                                      i
Oracle Subscription Management Cloud                                                                                 Preface
Implementing Subscription Management

Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website.
Videos included in this guide are provided as a media alternative for text-based help topics also available in this guide.

Contacting Oracle

Access to Oracle Support
Oracle customers that have purchased support have access to electronic support through My Oracle Support. For
information, visit My Oracle Support or visit Accessible Oracle Support if you are hearing impaired.

Comments and Suggestions
Please give us feedback about Oracle Applications Help and guides! You can send an e-mail to:
oracle_fusion_applications_help_ww_grp@oracle.com.

                                                                                                                             ii
Oracle Subscription Management Cloud                                                                                                   Chapter 1
Implementing Subscription Management                                                                                   About This Guide

1     About This Guide

Audience and Scope
This guide provides information for implementors and administrators when conguring and seing up Oracle
Subscription Management. It summarizes and details specic setup tasks for Subscription Management. It also is
designed as a reference to conguring 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, as
described in the use case contained in the Oracle Engagement Cloud Geing Started with Your Implementation guide.

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

Related Guides
In addition to this guide, you may want to consult other guides when seing up, conguring, and managing
Subscription Management. Here are other guides that can help you understand more about the setups and functionality
mentioned in this guide.

        Guide                             Description

        Using Subscription Management     Provides overviews of the product and subscription life cycle, plus details procedures for
                                          subscription users in the application.

        Oracle Engagement Cloud           Describes your initial Oracle Engagement Cloud implementation procedures, based on a
        Geing Started with Your Sales    simple sales-force-automation use case.
        Implementation

        Oracle Applications Cloud Using   Describes how to use the Setup and Maintenance work area when implementing and
        Functional Setup Manager          conguring Oracle Engagement Cloud.

        Oracle Engagement Cloud           Provides a reference to conceptual information and procedures required to implement
        Implementing Sales                components and features of Oracle Engagement Cloud.

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

                                                                                                                                              1
Oracle Subscription Management Cloud                                                                                                         Chapter 1
Implementing Subscription Management                                                                                         About This Guide

        Guide                               Description

        Oracle Engagement Cloud Extending   Describes how to create and enhance objects and congure the user interfaces and navigation
        Sales and Service                   menus.

        Oracle Engagement Cloud Securing    Contains information to help setup users and sales administrators congure access to Oracle
        Sales and Service                   Engagement Cloud functionality and data.

        Oracle Engagement Cloud Security    Provides a reference of roles, role hierarchies, privileges, and policies as delivered for the
        Reference for Sales and Service     Oracle Engagement Cloud.

                                                                                                                                                    2
Oracle Subscription Management Cloud                                                                                          Chapter 2
Implementing Subscription Management                                                                          Implementation Overview

2     Implementation Overview

Start Implementing Subscriptions
To start an implementation of Oracle Subscription Management, a user with the Application Implementation Consultant
role (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB) must opt in to the oerings applicable to
your business requirements. Refer to the Oracle Applications Cloud Using Functional Setup Manager guide to manage
the opt-in and setup of your oerings. Users must have the Subscription Specialist role to access Subscription
Management.

Subscriptions
Use the Subscriptions functional area in the Sales oering to congure Subscription Management.

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

        Functional Area                    Description

        Company Prole                     Use this functional area to set up the common CRM Business Units prole options.

        Sales Foundation                   Use this functional area to set up public unique identier prole 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 Tasks
You mainly access two areas when seing up, conguring, and managing Subscription Management from an
implementation perspective: the Setup and Maintenance and the Subscription Management work areas.

Setup and Maintenance Setups
For the Setup and Maintenance tasks, you go to:
      • Oering: Sales

                                                                                                                                     3
Oracle Subscription Management Cloud                                                                                                  Chapter 2
Implementing Subscription Management                                                                                Implementation Overview

      • Functional Area: Subscriptions

Subscription Management Work Area Setups
Once you have done the setups in the Setup and Maintenance work area, go to the Subscription Conguration work
area to congure these rules:
      • Subscription Rules
      • Event Models
      • Entitlement Availability and Coverage
      • Asset Lifecycle Management
      • Subscription Preview

Related Topics
      • Create Subscription Rules
      • Create and Manage Subscription Proles
      • Create and Manage Subscription Renewal Templates
      • Create Standard Coverage

Summary of the Subscriptions Setup Steps
Here'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

        Congure the Subscriptions oering      See the Create a Subscriptions Implementation Project topic.
        and create an implementation project

        Dene legal entities                    See the Dene Legal Entities for Subscriptions topic.

        Dene business units, assign            See the Dene Business Units and Assign Business Function, Ledger, and Legal Entity for
        business functions, and assign ledger   Subscriptions topic.
        and legal entity

        Dene Party Roles and Contact Roles     See the Dene Parry Roles, Contact Roles, and Role Sources topic.
        for Subscriptions

        Manage user statuses and user           See the Set Up User Statuses and User Transitions for Subscriptions topic.
        transitions

        Manage time unit mappings               See the Specify Time Unit Mappings topic.

                                                                                                                                             4
Oracle Subscription Management Cloud                                                                                            Chapter 2
Implementing Subscription Management                                                                            Implementation Overview

        Setup Step                              Where You Find More Information

        Dene pricing                           See the Dene Pricing for Subscriptions topic.

        Dene Customer Billing Conguration
        for Subscriptions                       See the following topics:

                                                   •   Dene Customer Billing Conguration
                                                   •   Dene AutoInvoice Line Ordering Rules
                                                   •   Dene AutoInvoice Grouping Rules
                                                   •   Dene Receivables Payment Terms
                                                   •   Dene AutoAccounting Rules

        Subscription Copy Map                   See the Subscription Copy Map topic.

        Register Third Party Applications for   See the Register Third Party Applications for Subscriptions.
        Subscriptions

        Dene Subscription Cancellation         See the Dene Subscription Cancellation Reasons.
        Reasons

        Dene Subscription Close Reasons        See the Dene Subscription Close Reasons.

        Set up application users                See the Common Application Setup Concepts chapter.

        Congure customer billing               See the Dene Customer Billing Conguration for Subscriptions topic.

        Manage subscription rules               See the Conguring Subscriptions chapter.

        Entitlements Management                 See the Conguring Subscriptions chapter.

System Requirements
Before using Oracle cloud applications in browsers and on your mobile devices, check the supported browsers and
other system requirements. For information about system requirements, see hps://www.oracle.com/system-
requirements/. For previous releases, scroll to the end of the page and nd the system requirements link for the
applicable previous release.

Related Topics
      • System Requirements for Oracle Applications Cloud

                                                                                                                                       5
Oracle Subscription Management Cloud                   Chapter 2
Implementing Subscription Management   Implementation Overview

                                                              6
Oracle Subscription Management Cloud                                                                                    Chapter 3
Implementing Subscription Management                                               Subscription Management Setup Checklist

3      Subscription Management Setup Checklist

Create a Subscriptions Implementation Project
Create an implementation project to congure Subscription Management.
     1.    Navigate to My Enterprise and select Oerings.
     2.    On the Oerings page, select the Sales oering 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 congure all the appropriate tasks.

Dene Legal Entities for Subscriptions
To dene 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 Dene 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 identier.
    12.    Optionally enter Start Date. When the start date is blank the legal entity is eective 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 Dene Legal Entities for Sales from the task list.
   21.     Click the Select and Add icon. Search for and add the following tasks to the Dene Legal Entities for Sales
           folder: Manage Legislative Data Groups and Manage Legal Entity HCM Information.

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Oracle Subscription Management Cloud                                                                             Chapter 3
Implementing Subscription Management                                          Subscription Management Setup Checklist

   22. Use the Manage Legislative Data Groups task to dene at least one legislative data group for each country or
       territory where your enterprise operates. See the Implementing Global Payroll Interface guide. Select your legal
       entity 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

Dene Business Units and Assign Business Function,
Ledger, and Legal Entity for Subscriptions
A business unit can perform many business functions. A business function represents a business process, or an activity
that can be performed by people working within a business unit and describes how a business unit is used. Also, a
business unit can process transactions on behalf of many legal entities. For example, a payables invoice has an explicit
legal entity eld. Your accounts payables department can process supplier invoices on behalf of one or many business
units. In some cases, your legal entity is inferred from your business unit that is processing the transaction.
     1. In your implementation project, navigate to Dene Company Prole for Sales, Dene Business Units for
        Sales, 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 Dene Company Prole for Sales, Dene Business Units for Sales, and click Select for the task
        Assign 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 Dene Company Prole for Sales, Dene 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 particular
        reference data object.

Related Topics
      • Business Units
      • Business Functions
      • Legal Entities

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Oracle Subscription Management Cloud                                                                                 Chapter 3
Implementing Subscription Management                                             Subscription Management Setup Checklist

Create and Manage Customers
You create customers to properly record and account for sales transactions, as well as to identify other aributes of the
selling relationship. Recording a sales transaction requires that a customer, stored as a party in the trading community
model, 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 few
related concepts. The key concepts related to customers and customer activities are:

      • Party
      • Customer
      • Customer Account
      • Site
      • Relationship

Party
A party is an entity that can enter into a business relationship with another party, such as buying and selling goods
or oering services. A party can be either an organization or a person. A party exists separately from any business
relationship that it enters into with another party.

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

Customer Account
A customer account represents the aributes 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 reseller
account 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 dierent categories of business
activities. For example, to track invoices for dierent types of purchases, you can maintain an account for purchasing
oce 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 of
business in your organization.

You can share information about a party, such as prole information, creditworthiness, addresses, and contacts, across
the customer accounts of the party. In addition, you can also maintain separate proles and contacts, along with contact
addresses and contact points, for each customer account.

Site
A 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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Oracle Subscription Management Cloud                                                                                   Chapter 3
Implementing Subscription Management                                             Subscription Management Setup Checklist

A customer site is a party site that's used in the context of a customer account. A single customer account can have
multiple 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 identies the location of the party. Every party has only one
identifying address, but a party can have multiple party sites.

Relationship
A party relationship is the role of the party in the context of another party. Examples include aliate, subsidiary,
partner, employee, or contact.
An account relationship between dierent customer accounts of a party allows for the sharing of billing, shipping, and
payment information.

Here are the steps to dene 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 dened
                         for 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.

Dene Party Roles and Contact Roles for Subscriptions
Party roles provide a way of specifying the roles of dierent parties in the subscription. For example, a sales contract
may include the customer, a partner, and the internal business unit selling the product or service. The application
comes with predened party roles, but you can create additional roles to suit your needs.
To dene party roles, contact roles, and role sources:

     1. In your implementation project, navigate to Dene Subscriptions and open the Manage Subscription Party
        Roles task
     2. Create new party roles as needed.
     3. Navigate to Dene 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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Oracle Subscription Management Cloud                                                                               Chapter 3
Implementing Subscription Management                                           Subscription Management Setup Checklist

Set Up User Statuses and User Transitions for
Subscriptions
A subscription has predened statuses that characterizes its life cycle. In addition, you can dene user statuses and their
transitions.
For example, as a subscription specialist you may want to pass the subscription for a more thorough review by the
appropriate team, such as Legal, Financial, and Accounts. You can do this using the user statuses and transitions that
you dene.

To dene user and status transitions:
     1. Dene user statuses and their transitions using the Manage Subscription User Statuses and Transitions task.

                         Note: While dening user statuses, ensure that you select Allow Assignment for each of
                         the user transitions. This enables you to assign the subscription to named assignees during a
                         user transition.
     2. Use the Event Models tasks from the Subscription Conguration work area to create new events and actions for
        the 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
        specied 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 submiing the
        subscription for approval.
User statuses and transitions apply only to subscriptions that fulll the condition dened in the Event Model.

Dene Unit of Measure
The way you dene unit of measure conversion for time in Oracle Subscription Management is dierent from other
cloud applications. Time-unit mapping ensures that the scheduling is more accurate than a simple conversion, such as
6 months = 180 days. To dene your own time unit conversions for billing scheduling, you must dene your own time
unit conversions.
To dene unit of measure:
     1. Open the Manage Units of Measure Proles task.
     2. Search for the Prole Option Code RCS_DEFAULT_UOM_SERVICE_DURATION_CLASS.
     3. Select the Prole Value to specify a default unit of measure class.

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     4. Click Save and Close.

Dene Subscription Time Unit Mappings
Time unit mappings are used to convert the service duration and period between dierent time units. To dene time
unit mappings for the Manage Subscription Time Unit Mappings task:
     1. In the Setup and Maintenance work area, search for your implementation project, navigate to Manage
        Subscription Time Unit Mappings task .
     2. Click the Create icon to dene base units and conversion rate to be applied to user units you have selected for
        your time unit UOM.
     3. Click Save and Close.

Dene Order Management Parameters
Specify the item validation organization to validate and display item for the subscription that the user enters for a
business unit.
For example, assume you create a record in the Item Validation Organization list, you set the Business Unit for this
record to Vision Operations, and you set the Organization to Vision America. In this situation, only the items that are
associated with Vision America are displayed when the user creates an order for Vision Operations.

          Note:
         • You must specify an item validation organization for each business unit. If you do not do this, then
           Subscription Management disables search for the item in each subscription that references a business
           unit that you do not specify. As an alternative, if you use the same master organization for every business
           unit, then you can specify this organization in the Item Validation Organization parameter, and then set the
           Business Unit for this parameter to All Business Units.
         • You can set the Item Validation Organization only for business units that Subscription Management
           associates 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 dene Order Management Parameters:

     1. In your implementation project, navigate to Dene Subscriptions and open the Manage Order Management
        Parameters task.
     2. Click Item Validation Organization in the General tab and select a business unit and organization from the
        drop-down lists. Add or remove rows, if necessary.
     3. Click Save and Close.

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

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Create Included Warranty Items
To 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 Aributes section, is same as the primary unit of
        measure in the Unit of Measure section.
     8. Go to the Specications 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 Specications 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 Items
To create a coverage 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 Aributes section, is same as the primary unit of
          measure in the Unit of Measure section.
     8.   Go to the Specications 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 is
               Asset Shipment Date + Service Start Delay days.
           d. In the Service Contracts section, select an appropriate standard coverage.
     9. Go to the Specications 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 Items
To create a subscription 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 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.

Dene Pricing
You must rst set up the pricing strategy for the subscription. The pricing strategy of the subscription is then retrieved
when the Business Unit, Legal Entity, contract Type, Number and Primary Party are entered during subscription
creation. 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 identies all the usage-based charges that you dene using the charge prex. You can congure this
prex using the prole 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 Supply
Chain Management (SCM) Cloud. See the related topics for additional details. To dene 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 dene 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 dierent 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 denition,           Manage Pricing Charge Denitions topic in Administering Pricing guide.
        charge types and charge sub types.

        Create pricing segment.                    Manage Pricing Segments topic in Administering Pricing guide.

        Create customer pricing prole.            Manage Pricing Proles topic in Administering Pricing guide.

        Create subscription, coverage, and         Pricing for Covered Items topic in Administering Pricing guide.
        covered asset items.

        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 price       Manage Pricing Guidelines topic in Administering Pricing guide.
        lists with items and charges. Approve
        pricing strategy.

        Assign a pricing segment and pricing       See the Strategies topic in Administering Pricing guide.
        prole to a relevant pricing strategy.

        For auto adjustments, go to Manage         See the Manage Discount Lists topic in Administering Pricing guide.
        Discount Lists and create a new
        Discount List, add items with auto
        adjustment rules and approve. Add
        Discount List to pricing strategy that's
        being used.

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

Related Topics
      • Overview of Subscription Pricing
      • Manage Pricing Charge Denitions
      • Manage Pricing Segments
      • Manage Pricing Proles
      • Pricing for Covered Items

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Dene Customer Billing Conguration for Subscriptions
To dene customer billing conguration, you dene payment terms, dene business unit rules for accounting, and
manage transaction sources.
Use this high-level procedure for quick setup of billing. See the related topics for additional details.

     1. Drill down to the Dene Customer Billing Conguration for Subscription Management task in Dene
        Subscriptions.
     2. Click each task within Dene Customer Billing Conguration for Subscription Management.

             ◦   Dene payment terms in the Manage Receivables Payment Terms page.

                 For details about payment terms, see the Dene Payment Terms section in the Oracle Financials Cloud,
                 Implementing Receivables Credit to Cash guide.
             ◦   Dene rules based on your Business Unit in the Manage AutoAccounting Rules page.

               For details about AutoAccounting, see the Dene 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 Transaction
               Sources 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 the
               Manage Transaction Types page.
     3. Click Save and Close.
To dene subscription usage-based billing, proceed as follows:

     1. Drill down to the Dene 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, Using
Receivables Credit to Cash guide.

Usage-Based Billing
Oracle 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 must
          handle 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
      • Dene Payment Terms
      • Dene AutoAccounting

Dene AutoInvoice Line Ordering Rules
Dene an AutoInvoice line ordering rule to organize the transaction lines belonging to a transaction created by the
grouping rule in a specic order.
     1. In your implementation project, navigate to Dene Subscriptions > Dene Customer Billing Conguration
        for 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 eective date.
     4. Click Add Row, to create an ordering rule. In the ordering rule, enter the transaction aribute and its sequence.
     5. Click Done.

Dene AutoInvoice Grouping Rules
Dene an AutoInvoice grouping rule to identify the transaction aributes that must be identical in order to group
transaction lines on the same transaction.
     1. In your implementation project, navigate to Dene Subscriptions > Dene Customer Billing Conguration
        for 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, eective 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

Dene Receivables Payment Terms
Use payment terms to identify due dates and discount dates on your customer transactions.
     1. In your implementation project, navigate to Dene Subscriptions > Dene Customer Billing Conguration
        for 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 eective date.
     6. Select the installment option.
     7. Enter the base amount.
     8. Enter payment schedule and the discount for each payment schedule.

Related Topics
      • Dene Payment Terms

Dene AutoAccounting Rules
Dene AutoAccounting to specify how to determine the default general ledger accounts for transactions that you
enter manually or import using AutoInvoice. You must dene AutoAccounting before you can enter transactions
in Receivables. When you enter or update transactions, you can override the default general ledger accounts that
AutoAccounting creates.
     1. In your implementation project, navigate to Dene Subscriptions > Dene Customer Billing Conguration
        for 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
      • Dene AutoAccounting

Subscription Copy Map
Subscription copy map enables you to create new subscription by copying aributes from an existing subscription.
The application provides you with these maps to copy subscription and subscription products: Copy Subscription and
Copy 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
        Conguration 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 these
        elds.

           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 Identier, Join, or All Records.

                                            If you select All Records, then don't enter any information in the remaining elds.

           Query Aribute                   If you selected either Unique Identier or Join in the Query Type eld, then select an
                                            aribute to use during runtime. The aribute is used to lter the records that are copied to
                                            the new object. For example, if you select Account Number, then during runtime, only the
                                            records matching the account number passed to the copy map engine are copied.

           Joined View Object and Joined
           Aribute                         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 aribute used as the basis of the join

     8. Select each line in the Entity Mappings section, and add records to the Aribute Mappings section for each of
        the aributes by completing these elds.

           Field                            Description

           To                               Select the aribute to which the selected entity is copied.

           Referenced View Object           If this aribute is a foreign key, select the view object joined by this foreign key. The
                                            application generates new foreign keys that keep the reference intact.

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           Field                             Description

           Primary Key                       If this aribute is a primary key, select this check box. Instead of copying the value in the
                                             From object, the application generates a unique value for this key eld in each record in the
                                             To object.

           From                              Select the aribute from which the selected entity is copied.

           From Expression                   Optionally, you can enter a Groovy expression to change the value in this aribute. For
                                             example, you want to change the value of the From object to some new value in the aribute
                                             of the To object. You can also enter a constant to ll this aribute with a constant value in
                                             every record of the To object.

     9. Click Save and Close.
    10. Specify the map in the OSS_COPY_SUBCR_MAP prole option.
Similarly, you can create maps to copy subscription products. Use the default Copy Subscription Product map to create
your map. Once you have created your map, use the OSS_COPY_SUBCR_PRODUCT_MAP prole option to specify your
map.

Register Third Party Applications for Subscriptions
To retrieve usage-related data for billing, you need to register third-party application in your subscription.
     1. In you implementation project, navigate to the Dene Subscriptions task and click Register Third Party
        Applications for Subscription.
     2. Click New.
     3. Enter application name, integration type, endpoint URL, user name, and password.

Dene Subscription Cancellation Reasons
To dene cancellation reason for your subscriptions, proceed as follows:
     1. In you implementation project, navigate to the Dene Subscriptions task and click Manage Subscription
        Cancellation 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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Dene Subscription Close Reasons
To dene close reasons for subscriptions, proceed as follows:
     1. In you implementation project, navigate to the Dene Subscriptions task and click Manage Subscription
        Close 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 Subscriptions
Here 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 Account
                 Receivables.
             ◦   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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