Professional Documents
Culture Documents
1. Disclaimer 1
2. Introduction 2
2.1. Purpose of Document 2
3. New and Changed Features in Order Management 3
3.1. Oracle Advanced Pricing 3
3.1.1. Release 12.1.1 3
3.1.1.1. Formula for Price Break Lines Based on Unit Price Application Method 3
3.1.2. Release 12.1.2 3
3.1.2.1. Pricing Engine Performance Enhancements 3
3.1.2.2. Purchasing Order Pricing Enhancements 3
3.1.3. Release 12.2 4
3.1.3.1. Service Item Support in Promotional Modifiers 4
3.1.3.2. Support of Non-Continuous Price Breaks 4
3.2. Oracle Configurator 4
3.2.1. Overview: Fusion Configurator Engine 4
3.2.2. Release 12.1.1 5
3.2.2.1. Numeric Handling 5
3.2.2.2. Improved Defaulting 5
3.2.2.3. Auto-instantiation 5
3.2.2.4. Auto-completion 5
3.3. Oracle Order Management 5
3.3.1. Release 12.1.1 5
3.3.1.1. Item Orderability 5
3.3.1.2. Credit Over-shipped Quantity for Referenced RMA 6
3.3.1.3. Support Decimal Quantity in BSA UI 6
3.3.1.4. Improved Install Base Search While Ordering Services 6
3.3.1.5. Delayed Scheduling 6
3.3.1.6. Enhanced Workflow Activity Hold 7
3.3.1.7. Customer PO-based Search in Scheduling Organizer 7
3.3.1.8. Visibility to Latest Configuration Till Picking 7
3.3.1.9. Line Level Credit Check Enhancement 7
3.3.1.10. Post Booking Item Substitution 7
3.3.1.11. Defer Split for Configurations 7
3.3.1.12. Internal Requisitions/Internal Sales Order Change Management 8
3.3.1.13. Order Management Productivity Enhancements 8
3.3.1.14. Sales Agreements Enhancements 9
3.3.1.15. Seeded Return Line Worflows 9
3.3.2. Release 12.1.2 9
3.3.2.1. AIA Order To Cash 2.5 Enhancements 9
3.3.2.2. Workflow Performance Enhancements 10
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document ii
3.3.2.3. Supply Chain Web Services – Order Management 10
3.3.3. Release 12.1.3 11
3.3.3.1. International Trade Management Adapter Enhancements for Global Trade Management (GTM) 11
3.3.4. Release 12.2 11
3.3.4.1. Support for Assemble-To-Order (ATO) Items in Pick-To-Order (PTO) Models and Kits 11
3.3.4.2. Order Information Portal (OIP) Enhancements 11
3.3.4.3. Tax Calculation on Freight Charges 12
3.3.4.4. Credit Tolerance for Honoring Manually Released Credit Check Holds 13
3.3.4.5. Support for Credit Hold Based on Bill To Customer 13
3.3.4.6. Selling Services Enhancements 13
3.3.4.7. Support for Service as Promotional Goods 14
3.3.4.8. User Defined Attributes (UDA) 14
3.3.4.9. Scheduling Enhancements 15
3.3.4.10. Support for Advanced Catch Weight 16
3.3.4.11. Integration with Oracle Approvals Management (AME) 17
3.3.4.12. Credit Card Authorization Reversal 17
3.3.4.13. Additional Business Events 18
3.3.4.14. Order Management Productivity Enhancements 18
3.3.5. Release 12.2.3 21
3.3.5.1. Support for “Online” Mode for Line Level Credit Checking 21
3.3.5.2. Consider “Assemble To Order” Flag at Warehouse Level 21
3.3.5.3. Scheduling Enhancements 21
3.3.5.4. Order Management Productivity Enhancements 22
3.3.6. Release 12.2.4 24
3.3.6.1. HTML User Interface for Order Management 24
3.3.6.2. Item Substitution on Internal Sales Orders 24
3.3.6.3. Enabling Configurator for Return Orders (RMA) 24
3.3.6.4. Order Management Support for Yard Management System 25
3.3.6.5. Performance Improvements - Bulk Processing 25
3.3.6.6. Order Management Productivity Enhancements 25
3.4. Oracle Mobile Sales Orders for Oracle E-Business Suite 26
3.4.1. V.1.1.0 26
3.4.1.1. Mobile Application Foundation Updates 26
3.4.1.2. Accessibility Improvements 27
3.5. Oracle Shipping 27
3.5.1. Release 12.1.1 27
3.5.1.1. Defer Planned Shipment Interface 27
3.5.1.2. Allow Incremental Shipments for Over-shipment and Under-shipment Tolerances 27
3.5.2. Release 12.1.3 27
3.5.2.1. Fulfillment Batches for Distributed Warehouse Management System 27
3.5.3. Release 12.2 28
3.5.3.1. Integration to 3PLs or 3rd Party Distributed Warehouse Management System 28
3.6. Oracle Supply Chain Event Management – New Product 28
3.6.1. Release 12.1.3 + 28
3.7. Oracle Order Management Extensions for Oracle Endeca - New Product 28
3.7.1. Release 12.1.3.4 28
3.8. Oracle Installed Base Extensions for Oracle Endeca – New Product 29
3.8.1. Overview 29
3.8.2. Release 12.1.3.4 29
3.8.2.1. Search by Extended Product Attributes 29
3.8.2.2. Execute ‘Related Products’ Search 29
3.8.2.3. Improved Drill-down to Product Configuration 30
3.8.2.4. Identify Installed Base by Geography 30
3.8.2.5. Track Customer Product Metrics 30
4. New and Changed Features in Contracts 31
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document iii
4.1. Oracle Sales Contracts 31
4.1.1. Release 12.1.1 31
4.1.1.1. Secure Enterprise Search 31
4.1.1.2. Structured Terms Authoring for Repository Contracts 31
4.1.2. Release 12.1.2 31
4.1.2.1. Author Individual Clauses in Microsoft Word 31
4.1.3. Release 12.1.3+ 32
4.1.3.1. Templates, Rules, Questions and Constants APIs 32
4.1.3.2. Contract Terms and Conditions Migration API 32
4.1.3.3. Contract Expert Enhancements 32
4.1.3.4. Enhancements MS Word Synchronization 33
4.1.3.5. Apply Multiple Templates to a Sales Document 33
4.1.3.6. Multi Row Variables 33
4.1.3.7. Deviation Report for Repository Contracts 33
4.1.3.8. Clause Analysis for Repository Contracts 34
4.1.3.9. Contract Usability Enhancements 34
4.1.4. Release 12.2 34
4.1.4.1. Repository Contracts Enhancements 34
4.1.4.2. UDA support for Deliverables 35
4.1.4.3. MS Word 2010 Certification 35
4.2. Oracle Service Contracts 35
4.2.1. Release 12.1.1 35
4.2.1.1. Service Contract Import Program 35
4.2.2. Release 12.1.3+ 35
4.2.2.1. Service Contract Renewal Performance Enhancements 35
4.2.2.2. Performance Enhancements to Main Billing Program for Usage Contracts 36
4.2.2.3. Mass Update Tool 36
4.2.2.4. Prevent Deletion of Line/Sub line during Contracts Renewal 36
4.2.2.5. Carry Over Self-Service Decline Code onto Service Contract Cancellation Reason 37
4.2.2.6. Revalue Contract during Change in Currency 37
4.2.2.7. Specify Cc E-mail Addresses during Quote and Reminders 37
4.2.2.8. Selective Update of Warranty Contracts upon IB Transfer of Ownership 37
4.2.2.9. Re-price on Renewal Consolidation 37
4.2.2.10. Flexible Invoice Text Defaulting 37
4.2.2.11. Service Contracts Usability Enhancements 37
4.2.2.12. Merge Assets across Contracts 38
4.2.2.13. Drive Contract Coverage by Severity 39
4.2.2.14. Control Generation of Invoice 39
4.2.2.15. Calculate Estimated Tax with Higher Accuracy 39
4.2.3. Release 12.2 39
4.2.3.1. Solution Ordering 39
4.2.4. Release 12.2.4 40
4.2.4.1. Service Contracts Public APIs 40
4.3. Oracle Service Contracts Extensions for Oracle Endeca – New Product 40
4.3.1. Overview 40
4.3.2. V5 40
4.3.2.1. Identify Renewal Exceptions and Manage Renewals Work Queue 41
4.3.2.2. Monitor Renewal Performance Metrics 41
4.3.2.3. Continuously Monitor and Improve Customer Service Experience 41
4.3.2.4. Identify Early Signs of Risks and Strategize Their Remediation 41
4.3.2.5. Monitor Service Revenue Leakage and Strategize Their Mitigation 41
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document iv
1. Disclaimer
This Release Content Document (RCD) describes product features that are proposed for
the specified releases of the Oracle E-Business Suite. This document describes new or
changed functionality only. Existing functionality from prior releases is not described. It
is intended solely to help you assess the business benefits of upgrading to the specified
release of the Oracle E-Business Suite.
This document in any form, software or printed matter, contains proprietary information
that is the exclusive property of Oracle. Your access to and use of this confidential
material is subject to the terms and conditions of your Oracle Software License and
Service Agreement, which has been executed and with which you agree to comply. This
document and information contained herein may not be disclosed, copied, reproduced or
distributed to anyone outside Oracle without prior written consent of Oracle. This
document is not part of your license agreement nor can it be incorporated into any
contractual agreement with Oracle or its subsidiaries or affiliates.
This document is for informational purposes only and is intended solely to assist you in
planning for the implementation and upgrade of the product features described. It is not
a commitment to deliver any material, code, or functionality, and should not be relied
upon in making purchasing decisions. The development, release, and timing of any
features or functionality described in this document remains at the sole discretion of
Oracle.
Due to the nature of the product architecture, it may not be possible to safely include all
features described in this document without risking significant destabilization of the
code.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Purpose of Document 1
2. Introduction
The features and enhancements described in this document are grouped by product, and
then by the release in which they first became available, for example, “Release 12.1.1”.
Features released in an off-cycle patch have a special designation – for example, a
feature released after 12.1.1, but before 12.1.2, is designated as “Release 12.1.1+”.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Purpose of Document 2
3. New and Changed Features in Order Management
3.1.1.1. Formula for Price Break Lines Based on Unit Price Application Method
Currently, a dynamic pricing formula is not supported for Price Break Lines in Price
Lists. As part of the 12.1.1 release, the formula will be supported for Price Break Lines
with Application method as ‘Unit Price’. Users can now have dynamic pricing
calculations for the break lines. However this would not be supported for the Application
method ‘Block Price.’
In order to enable this feature, after turning on the profile, users will need to run a one-
time pattern upgrade concurrent program called QP Pattern Upgrade to upgrade all
existing setups to the new pattern format. All subsequent work in the Advanced Pricing
product will leverage this new and faster approach to price determination.
• View the pricing modifier information for a Purchase Order and/or Global Blanket
Purchase Agreement line and view the pre-calculated price adjustments applied by
the pricing engine
• Manually enter a price modifier, change a modifier rate, and recalculate the price
• Query existing manual modifiers and apply them to a Purchase Order and/or Global
Blanket Purchase Agreement unit price
• Change the modifier rate and apply changes to PO or Global Blanket Purchase
Agreement Line.
These new features provide an accurate view of pricing information to the buyer,
increased flexibility for buyers to price an order and streamlined supplier communication
on prices.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Advanced Pricing 3
3.1.3. Release 12.2
To achieve this, users need to provide the service item as a get product in the
promotional modifier setup.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Configurator 4
3.2.2. Release 12.1.1
3.2.2.3. Auto-instantiation
The new Auto-instantiation feature provides the ability for component structure to be
automatically created by constraints when required for a solution. In previous releases
instantiation was initiated through a click from the end user or accomplished through a
Configurator Extension. Now instantiation can be automatic and based on constraints, as
part of the model, without Configurator Extensions, making it much easier to model
complex system configurations.
3.2.2.4. Auto-completion
With the new Fusion Configurator Engine, partially completed configurations can be
completed automatically for the end user. The Auto-completion is based not only on end
user inputs but on modeler-defined defaults and search strategies as well. The modeler
has the option to define search strategies that are used in the Auto-completion to refine
the solution. However, even with no predefined strategies from the modeler and little
input from the end user, the Fusion Configurator Engine can efficiently find a solution
using engine implicit strategies.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 5
example, Customer A may purchase all items except for repair parts and promotional
items. Alternately, Customer B buys only repair parts from you.
This new feature from Order Management provides users with an easy way to define
orderable products, based on exceptions defined in the Item Orderability rules. It would
be possible to apply Orderable Products business rules to items or Item Categories
defined for an organization. Based on the rules defined in the Orderability UI, the user
would be able to restrict the Items that can be ordered from the Sales Order and Quick
Sales Order form. Flexibility is provided to the users for defining Orderability rules
either at the Customer Class level or at the “Sold-to” Customer level.
Additionally, two more seeded line level return workflow types have been provided to
cater to business scenarios of “Return with Receipt with No Credit” and “Return with
Receipt and Approval with No Credit”.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 6
This will also enhance the overall performance of the Sales Order, as we will make only
one GOP call at the time of saving rather than individual GOP calls for each Line. This
will bring a lot of performance improvement especially if Planning is on a different
server.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 7
a configuration, users will have an option to select a checkbox if it’s needed to defer the
split process. If this option is selected, then system will submit a concurrent request to
split the order line and in the mean time users can continue with other activities on the
sales order.
• The functionality of the quick sales order form has been matched with the
regular sales order form. Mass change and scheduling organizer capabilities are
now available with the Quick Sales Order.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 8
copy form. There is also a new option, in the copy form, to directly navigate to
the newly created order after the copy operation.
• New attributes for hold source criteria have been introduced. They are Project,
Task, Order type, Line type, Price List, Creation Date, Created By, Sales
Channel, Payment Type, Shipping Method, Deliver to location, Source Type,
Top Model, Option Item, Payment Term and Order Currency. Also, a single hold
source can be used to apply holds across multiple operating units.
• Order header/line workflows, on hold, will automatically restart, when the hold
is released, eliminating the need to manually progress the workflows. This
enhancement is implemented as an option in holds setup.
• Additional support for Try & Buy scenarios. You can, optionally, update the
Customer PO Number on an Order Line even after it has been ship confirmed,
but not invoiced. The updated Customer PO Number will be printed on the
customer Invoice document, making the reconciliation process for the end
customer smooth and error free. This feature is achieved through the relaxation
of the seeded processing constraint.
• Return with Receipt – No Credit: Return process which requires only goods
receipt and no receivables credit, can be setup by attaching this new workflow to
the return line type.
• Return with Receipt and Approval – No Credit: Return process, which also
requires approvals before goods receipt and no receivables credit, can be setup
by attaching this new workflow to the return line type.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 9
Integration Architecture (AIA). This solution will enable orders from different channels
(web storefronts, partners, call centers etc.) to be captured via a third party order capture
solution and passed to Oracle E-Business Suite for order fulfillment and billing.
Customer service representatives will be able to enter new orders, monitor order progress
and fulfillment and update orders through Siebel CRM.
This AIA Process Integration Pack (PIP) is responsible for synchronization of orders
between Siebel CRM and Oracle EBS. New features in version 2.5 of the PIP include:
A new concurrent program, “Purge Order Management Workflow,” has been created
to facilitate faster and more thorough purging of Order Management workflows.
This program will first attempt to close stuck order headers and orphaned errored
workflow. The program can then purge child workflows, if they are closed, without
waiting for the parent workflow to complete.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 10
services for that business entity along with the description of the web service, whereas
description of parameters can be seen from the XSD definition of the service available
via the generated WSDL.
• Sales Order: Create Sales Order, Delete Sales Order, Query Sales Order, Update
Sales Order.
• New option available in the ITM adapter administration that specifically enables
the use of Oracle Global Trade Management
To enable this functionality, the value selected in the profile options “OM: Allow
Standard ATO Items as PTO/Kit Included Components” and “BOM: Allow ATO item in
a KIT or as mandatory in a PTO Model” should be “Yes” at the site level.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 11
• Currently, only contacts associated with the Sold To Customer on the sales order
can view and track sales orders through OIP. OIP has been enhanced to allow
contacts associated with the Bill To Customer on the sales order to view and
track sales orders through OIP.
To enable this functionality, the value selected in the profile option “OM: Order
View for External Users based on” should be “Bill to Customer” at the site level.
• OIP has been integrated with FND Security to enable rules-based access to the
summary and detail views of sales orders and deliveries.
• Several search parameters have been added. “Customer Number” has been
added to Simple Search. “Customer Number”, “Invoice Number”, “Orders On
Hold (Yes/No)”, “Ship To Customer”, “Bill To Customer” and “Deliver To
Customer” have been added to Advanced Search.
• Several display fields have been added to the summary and detail views of the
sales order and delivery.
Fields added to the summary view of the sales order are “Hold Status” and
“Active Holds”.
Fields added to the detail view of the sales order header as well as line are
“Request Date”, “Hold Status”, “Active Holds”, “Ship To Customer”, “Ship To
Contact”, “Bill To Customer”, “Bill To Contact”, “Deliver To Customer” and
Deliver To Contact”. In addition, “Install Base System Names” has been added
to the detail view of the sales order line.
Fields added to the detail view of the delivery line are “Ship To Customer”,
“Ship To Contact”, “Deliver To Customer”, “Deliver To Contact”, “Schedule
Ship Date”, Schedule Arrival Date” and “Serial Number”.
In Release 12.2, estimated taxes on freight charges will also be calculated and displayed
in Order Management if the value of the system parameter "Invoice Freight as Revenue"
is set to “Yes”. In addition to the sales order creation screens, calculation of estimated
taxes on freight charges will be supported in the Process Order API, Order Import and
High Volume Order Processing (HVOP).
In addition, the profile option “OM: Delay Tax Calculation” has been added to allow
deferral of tax calculation from the time of the user entering the sales order line to the
time of the user saving the sales order line.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 12
3.3.4.4. Credit Tolerance for Honoring Manually Released Credit Check Holds
Currently, orders that have been manually released from credit check hold may
potentially have a credit check hold reapplied if changes are made to the order.
In Release 12.2, customers can prevent credit check holds from being reapplied on orders
that were previously released from credit check hold. Reapplication of credit check hold
is prevented if the change in the order amount is within a specified tolerance limit. The
tolerance limit can be specified as an absolute amount or a percentage of the order
amount released from credit check hold. Tolerance amount and percentage can also be
specified together and the lesser of the two will be considered as the tolerance limit.
The tolerance limit applies only to increases in the order amount. Decreases in the order
amount are always considered to be within tolerance limits.
However, changes to certain attributes that impact the credit exposure calculation will
retrigger credit checking regardless of whether changes to the order amount are within
the specified tolerance limit e.g. Bill To Customer is changed. In this event, the order
could potentially have a credit check hold being reapplied.
A new system parameter “Apply Credit Hold Based On” has been added. Options are
“Sold To Customer”, “Header Level Bill To Customer” and “Line Level Bill To
Customer”. The “Sold To Customer” option is the default option and retains current
functionality.
A new system parameter “Default Behavior for Subscription Item on Order Line”
has been added. Set the value to “Subscription Service Line” to enable this feature.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 13
in several cases, customers need the ability to specify that the invoice amount be
billed in multiple installments during the duration of the “Extended Warranty”.
In Release 12.2, additional billing options have been introduced for “Extended
Warranty” and “Subscription Contract”. The options are as follows:
• Retain the existing behavior of generating an invoice for the entire duration.
• Generate the invoice for the first installment from Order Management and
subsequent installments from Service Contracts.
• Generate invoices for all installments from Service Contracts. In this
scenario, Order Management does not generate any invoices.
A new field “Service Billing Option” has been added to the order line to identify the
appropriate billing option. The value in this field can be defaulted by Order
Management and can be changed by the user.
In addition, a new field “Billing Profile” has been added to the order line to
determine the billing frequency and amount. The “Billing Profiles” available for
selection are maintained in Oracle Service Contracts.
A new field “Subscription Template” has been added to the order line. Values can
be specified in this field for “Subscription Contract”.
The values in these fields can be defaulted by Order Management and can be
changed by the user.
The following fields are available in this region: Service Start Date, Service End
Date, Service Duration, Service Period, Coverage Template, Subscription Template,
Billing Option, Billing Profile, First Period Bill Amount and First Period Bill To
Date.
The new region and fields are hidden by default and need to be enabled for display.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 14
The “User Defined Attributes” framework is in addition to the existing “Descriptive
Flexfields” framework.
In addition, new interface tables and a new concurrent program "Import User Defined
Attributes” have been added to import these attributes.
A new system parameter “Scheduling Auto Split Criteria” has been added. Select a
value other than “None” to enable this feature.
Please note that this feature is only available for standard items that are ATP-enabled
and not part of a Ship Set, Arrival Set, Kit or Model.
This feature is supported in Order Import but not in High Volume Order Processing
(HVOP).
In Release 12.2, Order Management will split the line to schedule the ordered item
for the available quantity and schedule the substitute item for the remaining quantity.
To enable this feature, set the value to “With Partial Substitution” in the new system
parameter “Scheduling Auto Split Criteria”. Set the value to “None” or “With Full
Substitution” to retain the existing functionality.
Please note that this feature is only available for standard items that are ATP-enabled
and not part of Ship Set, Arrival Set, Kit or Model.
This feature is supported in Order Import but not in High Volume Order Processing
(HVOP).
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 15
In Release 12.2, it is possible to disable the automatic display of the “Availability
Window” when the profile "OM: Auto Schedule" is set to Yes.
A new profile option “OM: Pop Up Availability Window” has been added. Set the
value to “No” to disable the automatic display. Set the value to “Yes” or leave as
blank to retain the existing functionality.
Please refer to the RCDs of these products for additional information on related
enhancements.
In Release 12.2, there is a new option to fulfill the order based on the equivalent
quantity in the Secondary UOM. To enable this functionality, the value populated in
a new field “Fulfillment Base” on the order line should be “Secondary”.
A new profile option “OM: Default Fulfillment Base” has been added. Set the value
to “Yes” to enable dynamic fulfillment base selection capability.
Order Management defaults the value of the “Fulfillment Base” field based on the
Ordered UOM, Primary UOM and Secondary UOM of the ordered item. This value
is defaulted on the basis of seeded conditions that determine whether the value in the
“Fulfillment Base” field should be "Primary" or “Secondary". In addition, there is a
“custom hook” to allow customers to define their own conditions to determine the
“Fulfillment Base”.
In Release 12.2, two new pricing options have been introduced to determine if
pricing should be calculated on the Shipped Quantity in the Ordered UOM or
Primary UOM.
If the original sales order line is not referenced, the “Fulfillment Base” on the
return/RMA line will be determined independently using the same logic as specified
for outbound sales order lines.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 16
3.3.4.10.4. Related Availability Window Enhancements
Several fields have been added to the “Availability Window” in the “Ordered Item”
and “Substitute Item” tabs.
The new fields are: Primary UOM, On Hand Ordered Quantity and Ordered Quantity
Reservable. The On Hand Ordered Quantity and Ordered Quantity Reservable fields
display results in the Ordered UOM by converting from the available Primary UOM
or Secondary UOM quantity depending on the value in the “Fulfillment Base” field.
In Release 12.2, Order Management has been integrated with Oracle Approval
Management to leverage the robust capabilities of the approval rules engine to
dynamically determine the list of approvers for Quotes, Sales Agreements and Returns
(RMA).
A new option “Use Approvals Management Engine” has been added to the “Transaction
Types” form. Select this option to use this feature for specific transaction types.
For the transaction types with the “Use Approvals Management Engine” option selected
and appropriate workflow processes assigned, the list of approvers will be determined by
Approval Management based on the rules defined for the specific entity (Quotes, Sales
Agreements and Returns (RMA). The seeded workflows that support this functionality
are “Order Flow - Mixed or Return with Approval” (for RMAs) and “Negotiation Flow -
Generic with Approval” for Quotes and Sales Agreements.
With AME, the list of approvers is dynamically generated based on attribute values,
conditions, approval types and approval groups. Several attributes have been seeded in
Approval Management for defining rules for these entities (Quotes, Sales Agreements
and Returns (RMA). In addition to the seeded attributes, customers can define additional
attributes for use in rule definition.
In Release 12.2, an option to reverse the prior authorization and execute a new
authorization when there are changes to the order/line has been added.
In addition, customers can choose various options related to credit card authorization
reversal and re-authorization based on changes to the order/line. The options are:
• Reverse the authorization and re-authorize immediately.
• Defer the reversal of the authorization and re-authorization to specific events
such as picking, shipping and fulfillment.
• Place the order/line on hold.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 17
For orders/lines on hold, reversal of the authorization and re-authorization can be
initiated by the “Process Payments” action or running the “Process Pending Payments”
concurrent program.
A new profile option “OM: Raise Status Change Business Event” has been added. Set
the value to “Yes” to enable this feature.
Please note that the new business events are available in Release 12.1.3 as well.
3.3.4.14.4. Allow Users with Ability to Apply Holds to Search by Hold Name
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 18
Currently, only users with the ability to release holds can search for sales orders by
hold name. In Release 12.2, users with the ability to apply but not release holds can
also search for sales orders by hold name.
To enable this functionality, a new system parameter “Assign New Ship Set for Each
Warehouse” has been added and the value should be set to “Yes”.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 19
In Release 12.2, if there is no change in the Ship To Address during the split,
automatic attachments, along with any modifications, will be copied over to the
newly created line. If there is a change in the Ship To Address, automatic
attachments will be reapplied to the newly created line based on automatic
attachment rules.
To enable this feature, the value in the existing profile option "OM: Apply
Automatic Attachments" should be set to “Yes”. There is no change in the existing
behavior when the value in this profile option is set to “No”.
Please note that there is no change to the behavior of manual attachments when the
user splits the line or the behavior of manual and automatic attachments when the
system splits the line.
3.3.4.14.12. Option for Cost of Goods Sold (COGS) Account derivation in Returns
(RMA)
Currently, when advanced accounting is not used for an intercompany sales order,
the COGS account for a return/RMA line that references the original sales order line
is derived from the referenced order line.
In Release 12.2, customers have the option to derive the COGS account from the
attributes of the return/RMA line rather than the referenced sales order line.
A new system parameter “Source Line for deriving COGS account on referenced
RMA" has been added. Set the value to "Return Line to be used as Source" to enable
this feature. Set the value to "Referenced Sales Line to be used as Source" to retain
the existing functionality.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 20
Currently, at the time of scheduling orders through the “Schedule Orders” concurrent
program with scheduling mode "Lines at Eligible Activity", two records are inserted
in the workflow activity status history table for each line that meets the criteria
defined by the program parameters but is also on “Line Scheduling” workflow
activity hold.
3.3.5.1. Support for “Online” Mode for Line Level Credit Checking
In Release 12.2.3, line level credit checking has been enhanced to support “online” mode
in addition to “pre-calculated” mode. In addition, party/party hierarchy level credit
checking is supported in “online” mode for line level credit checking.
In Release 12.2.3, Order Management will consider the “Assemble To Order” flag from
the shipping warehouse instead of the item validation organization if the value in the new
system parameter “Honor ATO Item setup at warehouse level” is “Yes”.
Please note that this feature is only available for ATO items (standalone, part of a
Kit/PTO Model or part of a ship set/arrival set) and not for ATO Models.
3.3.5.3.1. Enhanced Support for Line Sets in the “Schedule Orders” Concurrent
Program
In Release 12.2.3:
• When the system parameter "OM: Auto Schedule Sets" is set to "No"
• Sales order lines in a Ship/Arrival set are at the "Schedule Eligible"
activity
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 21
When scheduled through the “Schedule Orders” concurrent program, all the lines in
a Ship/Arrival set will be progressed together beyond the “Scheduling” activity if
scheduling is successful.
If “Item” and “Subinventory” are specified in the program parameters, “Lot Number”
can also be specified in the program parameters to create reservations against a
specific “Subinventory” and “Lot Number”.
If multiple lines have the same precedence based on the “Order By” parameter, lines
with earlier creation date will be given precedence.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 22
To enable this functionality, specify a value in the new profile option “OM: Price
Adjustment Modifier for reference RMA”. The modifier specified in this profile
option should be a line level, manual, over-rideable, amount-based
discount/surcharge modifier that is globally applicable and not associated with a
specific currency.
If there is no value specified in this profile option, there is no change in the existing
behavior where the selling price on the RMA line will be calculated by the pricing
engine as of the current date.
The new flag is a folder enabled field and is available on the “Mass Change” form
when invoked from Sales Order, Order Organizer and Scheduling Organizer.
The Line Details page in OIP has been enhanced to display addition information for
return lines. The new fields are: Return Reason, Return Order Reference, Return
Order Line Reference, Return Invoice Reference and Return Invoice Line Reference.
The new fields are hidden by default and need to be enabled for display.
In addition, “Book Date From” and “Book Date To” have been added as search
parameters in Order and Quick Order Organizer.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 23
3.3.6. Release 12.2.4
The new HTML user interface is an additional option for customers who desire a
modern, easily configurable, tablet friendly user interface.
The HTML user interface offers functional parity with Sales Orders, Order Organizer
and Scheduling Organizer.
The HTML user interface shares a common foundation with the existing sales order
screens, Process Order API and Order Import.
In Release 12.2.4, item substitution is supported for internal sales orders as well. To
enable this functionality, the value selected in the newly added system parameter “Item
Substitution on Internal Order” should be other than “None”. “None” is the default
option and retains current functionality.
The other options in the system parameter “Item Substitution on Internal Order” are:
• Manual – only manual substitution is allowed (via Related Items window)
• Automatic – only automatic substitution is allowed (via ATP)
• Manual and Automatic – both manual and automatic substitutions are allowed
In addition, there is a new profile option “OM: Send Notifications of Internal Order
Change” to enable users to opt in or out of sending notifications when there are changes
to internal sales orders. This profile can be setup at site/responsibility/user level.
The options are:
• Null – default option to retain current behavior. Send notifications when there are
any changes to “ordered quantity” or “schedule arrival date”
• No – do not send any notifications
• Yes – send notifications when there are any changes to “ordered quantity”, “schedule
arrival date” or “ordered item”
In Release 12.2.4, customers have the option to configure PTO Models or Kits in non-
referenced RMAs. To enable this functionality, the value in the new profile option “OM:
Enable Configuration UI for RMA" should be set to “Yes”. When the value in this
profile option is set to “Yes”:
• Configurator can be invoked for PTO Models to select required options for returns
and the selected options/option classes will be populated on the order. In addition,
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 24
included items will be populated when Bill of Materials is exploded based on the
value in the "OM: Included Item Freeze Method" profile option
• Kits will explode and included items will be populated based on the value in the
"OM: Included Item Freeze Method" profile option
Please note that as soon as the configuration lines are created, they will be marked as
“remnant” and be treated as standard lines. This is consistent with the existing treatment
of Models and Kits in referenced RMAs.
In addition, re-configuration and/or deletion of any line is not allowed if any line in the
same configuration is either received, fulfilled, closed, cancelled or split.
In addition to the sales order creation screens, entry/update of trailer details will be
supported in the Process Order API and Order Import. Please note that once the RMA is
received, further updates to "Equipment Number" and "SCAC" fields on the sales order
line are not allowed.
With these enhancements, when adding new lines to an order, corresponding workflow
items will be created simultaneously in a single call to the workflow engine. This
performance enhancement applies to orders created through sales order creation screens,
Process Order API and Order Import.
In addition, the performance of the order purge program has been significantly improved
by adding bulk deletion.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Order Management 25
In Release 12.2.4, External applications can use Order Management Item
Orderability rules through Public API and pass the input parameters to validate
whether an item can be ordered in Order Management.
The new Public API is OE_ORDER_PUB.VALIDATE_ITEM_ORDERABILITY.
In Release 12.2.4, the reserved quantity will match the ordered quantity if the entire
ordered quantity is reserved and the ordered quantity in primary UOM matches with
the actual reserved quantity up to a precision of five decimals.
Please note that the current enhancement is related solely to the display of reserved
quantity in the sales order form.
• View order and line details and status (customer, product, pricing, holds,
shipping)
• Collaborate in transaction context with device features such as email, phone, and
text
Oracle Mobile Sales Orders for Oracle E-Business Suite is compatible with
Oracle E-Business Suite 12.1.3 and 12.2.3 and above. To use this app, you must
be a user of Oracle Order Management, with mobile services configured on the
server side by your administrator.
3.4.1. V.1.1.0
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Mobile Sales Orders for Oracle E-Business Suite 26
• Diagnostics improvements
This enhancement also provides the ability to create and ship confirm the shipments
based on the shipment advice received from the Distributed Warehouse Management
System.
Out of the box, the ODI maps allow the shipment request batches to be sent to Oracle
EBS Distributed WMS. The shipment request output can also be used by any 3rd party
Distributed Warehouse Management System / Logistics Service Provider system.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Shipping 27
3.5.3. Release 12.2
Oracle Supply Chain Event Management (SCEM) is a brand new Oracle Fusion
Middleware based solution available in Release 12.1.3 and above, that provides visibility
to events in every link across the extended supply chain. SCEM can correlate various
critical events originating in multitier supply chain and raise real time alerts and
notifications. Alerts and notifications are displayed on flow monitoring Business
Activity Monitoring (BAM) dashboards and are also sent as emails to appropriate users.
SCEM can track all heterogeneous systems in real-time to spot potential problem early
enabling timely response even before exceptions occur. Event routers pick up relevant
events from external event sources like B2B messages and other enterprise applications
Business rules are evaluated and abnormal events are quickly identified to the user.
With comprehensive correlated event tracking, SCEM facilitates faster decision making
and information driven collaboration with customers and partners.
SCEM provides ready to use master templates for Order Fulfillment and Spare Parts
Order flows. These built-in templates track sales order fulfillment right from order
creation through shipping and closure. In case of spare parts order flow even the original
Service Request and accompanying task is tracked along with the spare parts order.
These templates can additionally be extended to meet unique requirements, like adding a
new event to be monitored or adding a new source application to the flow. The solution
also includes a JDeveloper extension for building monitoring applications from the
ground up. SCEM solution is fully integrated with Oracle E-Business suite hence enables
rapid deployment of shipped master templates.
3.7. Oracle Order Management Extensions for Oracle Endeca - New Product
3.7.1. Release 12.1.3.4
Oracle Order Management Extensions for Oracle Endeca is available through the
“Information Discovery” tab in Order Information Portal (OIP). There are three sub-
tabs/pages: Open Orders, Closed Orders and Returns.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Supply Chain Event Management – New Product 28
Oracle E-Business Suite Order Management Extensions for Endeca empowers order
fulfillment managers, supply chain analysts and business users with the ability to identify
and process delayed orders thereby reducing fulfillment time, maximizing revenue and
ensuring customer satisfaction. In addition, users can analyze product returns to
eliminate them in the future and avoid lost revenue.
Key Features & Benefits:
• Search and process delayed orders
• Key metrics of projected fulfillment delays, associated order value and number
of orders
• Analyze product returns
• Wide range of parameters for multi-faceted analysis of orders and returns
• Search on unstructured order information including attachments and descriptive
flexfields
• Fully integrated with Oracle E-Business Suite
3.8. Oracle Installed Base Extensions for Oracle Endeca – New Product
3.8.1. Overview
Getting to know the answers to questions like ‘what products do my customers own and
where are they located?’ is important for organizations to plan better upsell / cross-sell
campaigns and service delivery. Tracking and Managing customer products information
is a critical function that improves efficiency in after-sales support and service for
Installed Base products.
Oracle Installed Base Extensions for Oracle Endeca allows users to track and manage
customer products effectively with the objective to improve cross-sell/up-sell
opportunities and after-sales service offerings. EBS application users performing
business roles of Sales Manager / Service Manager can get the following benefits –
• Ability to plan Sales / Service campaigns
• Identify top customers and top selling products
• Manage product configuration effectively
• Access customer installed base details in real-time
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Installed Base Extensions for Oracle Endeca – New Product 29
3.8.2.3. Improved Drill-down to Product Configuration
Model-Components relationship between Item Instances or product hierarchy can be
identified easier with Endeca search parameter ‘Top Model’. This will allow users to
quickly find out all components in a hierarchy and to identify impacted products
effectively in a re-call/replacement scenario.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Installed Base Extensions for Oracle Endeca – New Product 30
4. New and Changed Features in Contracts
In Release 12, users created Repository Contracts by capturing key attributes about the
contract (like contract party, dates, amount, etc.) and managed the document files
associated with the contract. Users could also track key deliverables and contract expiry.
With Release 12.1.1, users can now author structured terms and conditions while
creating a Repository contract. These terms are based on standard templates, clauses, and
policies that are defined in the contract terms library. Users can also use the Contract
Expert feature to bring in additional clauses that may be required based on the business
terms of the particular contract. The contract can then be printed for signature, or
exported to Microsoft Word for redlining/collaboration with the external party. The
deviations report functionality will provide a quick overview of all policy violations in
the contract.
Structured terms authoring promotes standards based contract authoring and reduces the
overall time-to-contract. Risk associated with non-standard contracts is also mitigated by
ensuring approvers have visibility to all policy violations.
With 12.1.2, users can directly create and edit the clauses in Microsoft Word leveraging
additional formatting features. Importing clause text from Microsoft Word and
exporting clause text to Microsoft Word for edit have been incorporated into both the
Contract Terms Library and the contract authoring flow.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Sales Contracts 31
The following formats will be preserved as defined in Microsoft Word:
• Bold, italic, text color, and underlines
• Standard bullets available in Word
• Numbering schemes (roman numerals, alphabets, numbers) and their indents,
including hanging indents
• List items with non-numbered text between them
• Indent and tabs (Tab spacing/width is determined based on style sheet
information)
• Line spacing
• Text alignment (left, right, and center justification)
• Table formatting
• Hyperlinks, page breaks, and symbols defined in Unicode
Importing and updating templates, rules, questions, and constants from external systems
is supported using APIs. There are separate APIs for:
• Templates
• Rules
• Questions
• Constants
4.1.3.2. Contract Terms and Conditions Migration API
The procedures in the Contract Terms and Conditions Migration API are used to apply
templates to a document. Users can add clauses and sections to the document. In
addition, attaching a document as the primary contract document is also possible.
The following enhancements have been made to Contract Expert which supports
automation of the contract drafting process:
• Users can specify based on attributes of the document which section a clause
should be automatically added to by Contract Expert. In the clause creation
flow, the user can specify a variable name which is an attribute of the document,
for example the document format value for printing (see below). The user can
now specify different sections for different values of that variable (example
Section A for value UCF, etc.). When the clause is added to the document by the
Contract Expert, the clause will get added to the section based on the value of
the variable of the document.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Sales Contracts 32
• A new rules infrastructure, the Contract Rules Evaluation Engine, is now
available to support customers requiring high performance from the Contract
Expert feature. A new profile option “OKC: Use Contracts Rules Engine” will
control whether the new Contract Rules Evaluation Engine or the original Oracle
Configurator rules engine will be used. This is applicable for both rules
activation and runtime of the Contract Expert feature. This feature is forward-
ported to 12.2.2.
Often it is convenient during negotiation and redlining to edit the contract offline in a
word processor. Contract administrators or legal will download the contract into
Microsoft Word for redlining and collaboration and upload the changes made. MS Word
Synchronization is now available for contracts having clauses which were originally
authored in MS Word and imported. This feature is forward-ported to 12.2.2.
Previously the system allowed the user to apply only one sales contracts template to the
sales document. The user could change the template if needed. However, often an
organization may have multiple templates which need to be applied to a document. This
new feature allows the user to select and apply multiple templates to the document. All
the clauses from the new templates flow into the document. The user can also view the
different templates that have been added to any document.
Users can create user defined manual variables that are tables containing one row per
line or multiple rows. Contract Preview will print the variable values according to the
layout defined for the variable. These variables are not available for Contract Expert
Rules. One example of how multi row variables can be used is that users can create
dependent variables and then integrate those variables to user-defined attributes.
Deviation Reporting is now available for Repository Contracts, both as a download and
attached to approval notification. Standard terms may be modified during contract
negotiations, resulting in deviations from company standard policies. For example, a
company may require special approvals for refund terms beyond thirty days. Deviations
in standard terms are also reported in addition to clause deviations to ensure proper
visibility during review and approvals. Business practice organizations can setup these
policy rules and enforce them across the enterprise. The rules can be based on user-
defined variables or responses to other questions asked during the contract authoring
process. These deviations are reported together with other clause deviations in a single
report that can be included for approvals. For each deviation, the report also includes
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Sales Contracts 33
information on what the standard values should be, and any additional approvals that
may be required. This feature is forward-ported to 12.2.2.
Clause Analysis is now available for Repository Contracts. Legal or Finance may want
to quickly identify all existing contracts that use a certain language that is considered
risky to accurately determine risk exposure. Analyzing the contract language may also
help in revising existing standards to streamline future contract negotiations or reduce
risk. For example, companies can identify the clauses that have been modified the most,
and either revise them to be compliant with industry standards or enforce tighter controls
to avoid such modifications. Users can search for all contracts where certain clauses are
used, or have been modified. The search can be narrowed using various criteria like
contracts with a specific customer, contracts above a certain amount, or contracts
authored using a specific template. Information on the number of times a certain clause
has been used or modified is also provided as part of the results. The results can be
summarized by clause type or clause title and exported to Microsoft Excel for further
analysis. This feature is forward-ported to 12.2.2.
The following usability enhancements have been made to improve user productivity:
• Users can view the clause number in the following pages: Add Clause, Contract
Expert Summary, Structured Terms, Update Variables, and Validation Results
• Users can sort the clauses in each section based on the clause number.
Additional flexibility to specify tailored sorting rules is supported by the hook
OKC_CODE_HOOK.sort_clauses.
• Users can create a hyperlink in the Instruction Text column of a clause, click on
the hyperlink, and navigate to an external page.
• Users can add the Clause Description field to the Contract Template, Rules
definition and Contract Terms pages. By default the field is hidden. This field
can be updated from the Contract Template and Rules definition pages. The list
of values for this field comes from a user-defined lookup.
• To support driving contract compliance, the list of all approvers and history of
actions is now available on the Repository Contracts History tab.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Sales Contracts 34
leverage repository contracts to integrate them within their existing business flows in
different application modules.
Instead of creating a workflow process for each service contract to be renewed, the
date assembler will insert the details into an interface table and then specific
numbers of workflow processes are created to process the renewal. A new
concurrent request “Service Contracts Date Assembler Workflow Manager” has been
introduced to fetch data from the above mentioned interface table and create the
workflow processes for service contract renewals. The number of records to be
fetched is controlled by a new profile option “OKS: Date Assembler Workflow
Queue Size.”
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Service Contracts 35
Oracle Service Contracts has made performance enhancements to the re-pricing of
service contracts during contract renewal.
Oracle Service Contracts has made performance enhancements to the pricing of usage
contracts during the Main Billing Program. When there are a large number of usage
lines, then the Advanced Pricing engine will be called in bulk mode for the eligible lines.
• OKS: Call QP In Bulk Mode for Usage Line Billing to enable calling the
Advanced Pricing engine in bulk mode
• OKS: Skip QP call in Usage for Zero Quantity to determine whether zero
quantity lines are interfaced to Advanced Pricing
• OKS: Number of Child Requests for Service Contracts Main Billing to control
the number of child requests to be spawned. The default value is 30 in order to
maintain backward compatibility.
A new Mass Update Tool, which is available from the Service Contract Authoring form,
can help users manage service contracts with a large number of lines/sub lines. Users
can sort and then update individual lines or a group of lines – such as all lines, all lines
for a configuration, or all lines for a given serial number. Changes are processed in the
background, so that the user can immediately continue onto their next task.
Oracle Service Contracts has introduced the ability to disallow deletion of lines/sub lines
during contracts renewal to improve contract revenue leakage analysis. When the
customer does not want to continue a service, the line/sub line should be cancelled
during the renewal process. Disallowing deletion of renewed lines/sub lines will ensure
users are properly cancelling lines/sub lines. Administrators and management have the
ability to configure which users will not be allowed to delete lines/sub lines during
contract renewal process.
This is managed using the profile “OKS: Delete Renewed Contract Lines or Sublines.”
When the profile is set to ‘No’, then the user will be required to cancel lines using an
appropriate status value along with an appropriate reason for cancelling the line.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Service Contracts 36
4.2.2.5. Carry Over Self-Service Decline Code onto Service Contract Cancellation
Reason
When customers decline to renew service they select a decline code. This decline code
will now carry over onto the service contract cancellation reason to improve contract
revenue leakage analysis.
A new profile option “OKS: Revalue Contract Using Currency Conversion Rate” allows
users to configure whether to automatically re-price or allow manual revaluation when
the currency is changed on a service contract.
Users can specify cc email addresses for email quote and reminders as a part of the
contract renewal process.
In certain business scenarios the service during warranty period is provided by the OEM
and during extended warranty is provided by a Partner. In such cases, this feature allows
you to update only the warranty contracts upon IB transfer of ownership. This feature is
forward-ported to 12.2.4.
As a part of Renewal Consolidation, only the lines/ sub lines that are moved from the
Source to the Target Contract are Re-priced as per Target contract’s Price List. All the
lines existing on the Target contract prior to Renewal Consolidation exercise are not re-
priced automatically. This feature is forward-ported to 12.2.4
A new profile option “OKS: Update Invoice Text during Renewal” allows users to
configure whether the invoice text will be defaulted from the original contract or the
renewed contract.
The following usability enhancements have been made to improve user productivity:
• When adding sub lines to an Extended Warranty service line, the Product List of
Values shows available instances with several different sort sequences to choose
from: Party, Site, Customer, System, Item and Model. Now Configuration will
also be an option which displays available instances based on the installed base
configuration. It shows top level instances and allows the user to drill down to
see all instances in the configuration. As with other levels, users should be able
to select one or more displayed instances to add to the contract.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Service Contracts 37
user can continue updating the contract while the concurrent program completes
in the background. This is managed through a profile “OKS: Cascade Attributes
Using Concurrent Request.” In the case of the user changing the Effectivity
Date on a service line, then using this feature the user can default the same
effectivity date to all the associated sub lines.
• Users can review the contract details from the FYI (For Your Information)
notification page. When a FYI notification is received by an external user, then
the user can access the contract details link on the notification and launch the
Contract Details page. The user can launch the page only if he/she has access to
the contract.
• During entitlement search, users have the option to view the subscription
contracts having service lines covering item instances. This is managed using
the profile option “OKS: Display Subscription Contracts in Entitlements.”
• During entitlement check, the Respond By and Resolve By dates are returned to
the service request even when they fall outside of the contract coverage effective
start date and end dates.
• During entitlement check, the calculation of ‘Response By’ and ‘Resolve By’
time takes into consideration the customer’s availability defined in the ‘Access
Hours’ setup in Field Service application.
• Users can view the line and sub line number in the status change history page.
• Users can update the billing streams based on the original billing streams
duration. Also, the end date gets adjusted to match the new end date for the line.
• Users can now view the Card Holder’s name for the card specified in the
Payment Method – both at the header as well as contract lines. The card holder’s
name is shown in the Credit Card Number LOV while selecting the credit card.
In addition, if the user is required to enter the details for a new credit card, they
can specify the card holder’s name. This feature is forward-ported to 12.2.4
• Users can now choose to display either the item description or item part number
in forms as well as HTML pages. This is controlled via the profile option ‘OKS:
Line Level Item Display Preference’.
Contract consolidation can have multiple business drivers, such as customer’s request,
installation location of a group of assets etc. Users can now move assets from multiple
source contracts, to a single target contract. This helps in improving the maintainability
of customer contracts, and avoids duplication of assets across the contract base. The
movement of assets is recorded in the execution history of the source contracts.
A new profile option “OKS: Change Party in Contract Merge” allows users to move
assets across the customer base. The re-pricing of the assets moved to target contract is
controlled using “OKS: Pricing Method for Contract Merge” profile option. This feature
is forward ported to 12.2.4.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Service Contracts 38
4.2.2.13. Drive Contract Coverage by Severity
There might be business need to cover High priority tasks round the clock, but it doesn’t
justify providing similar coverage to a Low or Medium priority task. Oracle Service
Contracts now provides the capability to define contract Coverage Time, Reaction Time
and Resolution Time based on the severity of the task. This enables service organizations
in providing assistance to tasks as per the severity. This results in cost savings by
avoiding manual interventions that are otherwise needed for modifying the planned end
dates and rescheduling tasks as per the severity.
Prior to this release, users defined Reaction and Resolution Times based on specific
number of hours it took to respond to a task. With this release, Reaction and Resolution
Times can be defined as variable number of hours depending on when a task gets
created, thereby ensuring compliance with the promised service level agreements. This
feature is forward ported to 12.2.4.
In certain geographies, such as Latin America, the customers accept invoices only till a
specific day of the month after which they are sent back to the service provider. With this
release, the application provides users the ability to specify the range of days on which
the invoices are accepted by the customers. Any invoice falling outside this range is sent
to the customer in the next billing cycle.
A profile option “OKS: Enable Interface Date Range” with a value of ‘Yes’ enables
users to honor customers’ invoicing preferences by recording the range of days on which
the invoices are accepted by the customer. This feature is forward ported to 12.2.4.
The tax rate and its effectivity can change over the contract duration. Hence, service
organizations need to provide an accurate picture of the estimated tax that the customer
might end up paying. Prior to this release, the application calculated the estimated tax
based on the line/ sub line start date. With this release, Oracle Service Contracts provides
users with an option to calculate tax at contract billing schedule level thereby
considering the changes in tax rate effectivity at that level.
A profile option “OKS: Calculate Tax at Schedule” with a value of ‘Yes’ enables the
application to calculate tax at billing schedule level for all lines/ sub lines. This feature is
forward ported to 12.2.4.
Users can now order Subscriptions using Oracle Order Management and have the
application create the subscription contracts automatically. The value of the ‘OKS:
Category for Order Management Originated Contracts’ profile option is not considered
during subscription contracts creation. The Oracle Order Management attributes required
for creating subscription contracts are Subscription Template, Duration and Period,
Service Start Date and Service End Date, Service Billing Profile, and Service Billing
Option.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Service Contracts 39
Service Billing Profile is the value that is set for a sales order and lets the user to bill
using multiple periods. If this value is not set for a sales order, then the service or
subscription lines consider the Service Billing Option value as Full Billing from Order
Management.
Service Billing Option values are ‘Full Billing from Order Management’, ‘Full Billing
from Service Contracts’ and ‘First Period Billing from OM, Subsequent from Contracts’.
Oracle Service Contracts now offers a wide range of public APIs to carry out Create and
Update operations at various levels in the entire contract document. With this release,
users can create and update contract header, lines, sub lines, billing streams, billing
schedules and contract templates. In addition to these, the APIs also enable users to take
actions on contracts, such as changing contract status, terminating active contracts,
deleting contracts, activating contracts, renewing contracts and cascading attributes from
header to lines/ sub lines. These APIs will help in increasing the usability of the
application and productivity of the users.
4.3. Oracle Service Contracts Extensions for Oracle Endeca – New Product
4.3.1. Overview
Oracle E-Business Suite Endeca Extensions for Service Contracts is a solution that
allows users to effectively manage contract renewals, proactively monitor performance
metrics, and efficiently monitor customers’ service experience, to achieve maximum
customer satisfaction. Renewal sales representatives can leverage the functionalities
offered by Sales Representative Command Center dashboard and renewal sales managers
can leverage the Sales Manager Command Center dashboard. With the powerful search
feature, guided navigation, and drilldown capabilities of Endeca Extensions for Service
Contracts, service organizations can improve compliance with service level agreements
as well as keep the entire organization in sync. Higher customer satisfaction levels can be
achieved by constantly monitoring and addressing issues in a timely manner, which
otherwise could potentially have an adverse effect on the quality of service being
delivered.
4.3.2. V5
Renewal sales representative’s main job is to ensure on-time renewal of all the assigned
contracts and provide timely response to all customer queries. Information about
customers’ satisfaction with past service experience, their financial health and credit
rating assist the sales representatives in forecasting whether customers’ would be
renewing their contracts or not.
Renewal sales managers, on the other hand, need to monitor the day to day activities of
the sales representatives reporting to them and track their performance. Their main tasks
are ensuring accurate renewal forecast, mitigating cancelation and termination risks and
determining patterns in cancelation and termination reasons.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content DocumentOracle Service Contracts Extensions for Oracle Endeca – New Product 40
4.3.2.1. Identify Renewal Exceptions and Manage Renewals Work Queue
Key Performance Indicators (KPIs) like Renewal Rate, Cancelation Rate, Termination
Rate and On Time Renewal provide critical insights into the renewal process and a good
idea about the extent of service revenue leakage and customer satisfaction levels. These
KPIs also help service organizations in evaluating the performance of the sales
representatives by helping them compare the actual performance with the targets
assigned to them.
The Command Center allows users to monitor customer’s service requests and address
issues in a timely manner thereby ensuring high quality of service being delivered. It
allows them to proactively take actions to keep the entire service delivery organization in
sync and ensure that all the agreed terms and conditions are impeccably honored.
Business events such as bankruptcy, litigations, claims, and so on, provide indication
about customers’ financial health and resultant credit rating, thereby providing an
indication of their likelihood of renewing the contracts in the future. The Command
Center dashboard is the single source of truth of all the customer information that can
help in accurately forecasting contract renewals. Thus the service delivery organization
is able to get a more accurate picture of forecasted service revenue and is able to
proactively monitor high risk contracts that could potentially get canceled or terminated.
The Command Center dashboard provides visibility into the service revenue leakage
occurring due to the cancelation or termination of contracts by customers for different
reasons. It provides the sales managers the necessary tools to determine trends in
contract cancelations and terminations. These insights can help the service delivery
organization to take corrective or preventive actions.
Oracle E-Business Suite Releases 12.1 and 12.2 Release Content DocumentOracle Service Contracts Extensions for Oracle Endeca – New Product 41