Subscription Management

Extended Warranty flow for Supremo Fitness

Demo Services

Fusion Apps Release 13 (21C)

August, 2021

1 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted

Demo Attributes

Product(s) Engagement Cloud – Subscription Management

Date Last Updated August, 2020
Author(s) Fernanda Luna
Section One Demo Release(s) Engagement Cloud 21C – FAPHRZ21CD01, FAPHRZ21CD02
Supported
Demo Title(s) Fusion GSI - ERP, SCM, HCM, Student & Engagement Cloud
OSN Conversation for Feedback:
(Internal Oracle Only)

2 Confidential – © 2020 Oracle Internal

Executive Summary

Purpose of this Demo:

The demo illustrates the steps involved in creating an asset-based extended warranty subscription, which has service coverage
and track all the entitlements against the assets covered under that coverage item.
This demo script is based on our new Supremo Business Unit.

Supremo Fitness:

What they Do: Supremo is a manufacturer of high-end cardio fitness equipment and wearable devices.

Goals: Their goal is to provide personalized customer and consumer experiences through subscription offerings

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Storyline and Personas

As Subscriptions Representative – Nick Vale, receives a call from customer New Start Gyms as they want to purchase
an extended warranty for one of their Cardio-Fitness machines (FIT3000). Nick creates an extended warranty
subscription and adds asset to be covered by this contract.

As Receivables Manager, Alex Tidwell makes sure the subscription contract is picked and interfaced for billing and
generates the invoice for the selected assets on the contract

Demo User Login Role

Nick Vale Subscriptions Representative
Alex Tidwell Receivables Manager

4 Confidential – © 2020 Oracle Internal

Current Known Issues - CKI

CKI Description Knowledge Article

Unearned Revenue Journal Lines Should Not be Created in Accounts Receivable Subledger PROBLEM5711
Accounting When RMCS is Enabled

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Pre Demo Setup (Before Each Demo)

Using nick.vale user, execute following ESS jobs or schedule it to run periodically
o Fetch Pricing Information for Subscriptions (Optional, if usage pricing is updated directly in Billing Summary
page)
o Send Subscription Billing Information to Receivables
o Fetch Subscription Invoice Information from Receivables

Using alex.tidwell user, execute following ESS jobs or schedule it to run periodically
o Import AutoInvoice

NOTE: All these ESS jobs can be scheduled to run for certain period of time, or can be executed on demand.

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 Meet
Nick Vale
Subscriptions Representative

Nick is a Subscriptions Representative, he is in charge of creating

Subscriptions, sending billing information to AR and importing
invoice details

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 Meet
Alex Tidwell
Receivables Manager

Alex is a Receivables Manager and she executes the Import

AutoInvoice process in order to generate an invoice in AR for new
subscriptions

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Subscription Management – Extended Warranty flow for Supremo

Nick can now get details of the invoice

As Subscription
Representative – Nick creates from AR by executing ESS job Fetch
a new Subscription Subscription Invoice Information from
Receivables

Nick adds the warranty Product and the Alex Tidwell executes Import
asset details, which will be covered by AutoInvoice for the
this extended warranty subscription, in order to
generate an invoice in AR

Nick activates the subscription and Nick executes ESS job Send
now can get the invoice from AR Subscription Billing Information to
Receivables, in order to send
contract billing details to AR

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Subscription

10 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted

Log in as ’nick.vale’ user
[Login using 11
‘nick.vale’ user] – Oracle Internal
Confidential
[Click Sign In button]
[Click in Subscription
12 Management
Confidential tab]
– Oracle Internal
[Click in Subscription Management icon]
In Subscriptions
13 page
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[Click in Create Subscription button]
To Create Subscription Contract
[Select Customer = New Start Gyms]
[Subscription Number is generated Automatically]
[Select Billing Account= 90090]
[Select Bill-to Site = Seattle]
[Select Currency = USD]
[Select Classification Code = STD]
[Select Subscription Profile= Supremo Subscription Profile]
[Enter Start Date = Couple of months back, so we can generate the invoice from AR]
[Select Term 14
= 1 Year]
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[Click Save and Continue button]
A new Subscription
15 has been created
Confidential – Oracleand a product can be added now
Internal
[Click in Add Product button at Products section]
Fill in the product details, it determines that it is an extended warranty contract
[Enter Number = 1]
[Select Name16 =SRVTS12]
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[Click > Save and Continue]
 17 Confidential – Oracle Internal
Details of the product added can be reviewed in Summary page
Now an Asset needs to be added, which will be covered by this extended warranty
[Click in Covered
18 Levels (left hand
Confidential menu)]
– Oracle Internal
[Click in Add Assets button]
Search for the asset
[Product = FIT3000]
[Click in Search]
[Click in the asset]
[Click in OK 19button]Confidential – Oracle Internal
NOTE: Please refer to Current Known Issues section in this demo script
Once the asset has been added we can now activate the subscription
[Click in Save20and Close button]
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Once back into
21 main page,
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[Click in Renewals Controls tab (left had side menu)]
Remove the internal approval and proceed activating the subscription
[Internal Approval
22 =Confidential
Blank] – Oracle Internal
[Click in Actions > Activate]
 23 Confidential – Oracle Internal
[Click in Activate]
The subscription
24 is as Active now
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[Click in Save]
Now Nick executes
25 the ESS job
Confidential ”SendInternal
– Oracle Subscription Billing Information to Receivables” in order to generate an invoice for the new subscription
[Click in Navigator> Tools > Scheduled Processes]
In Scheduled Processes page,
[Click Schedule New Process button]
[Set Name = Send Subscription Billing Information to Receivables]
[Press Tab]
[Click Search]26 Confidential – Oracle Internal
[Select resulting record and click OK]
Process details are requested for Subscription Number
[Type your subscription number]
[Click in Submit
27 button]
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[Click in OK button (popup)]
 28 Confidential – Oracle Internal
[Click in Refresh icon until “Send Subscription Billing Information to Receivables” is in Succeeded status]
AR Invoice

29 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted

 30 Confidential – Oracle Internal
Log out as Nick Vale and log in as Alex Tidwell (Receivables Manager)
Once Alex is 31
loggedConfidential
in then he–needs
Oracleto execute ESS job “Import AutoInvoice” in order to generate an invoice in AR for subscription created by Nick
Internal
[Click in Navigator > Tools > Scheduled Processes]
In Scheduled processes page
[Click Schedule New Process button]
[Set Name = Import AutoInvoice]
[Press Tab]
[Click Search]32 Confidential – Oracle Internal
[Select resulting record and click OK]
Process details are requested for Business Unit and Transaction Source
[Select Supremo
33 USConfidential
Business Unit]
– Oracle Internal
[In Transaction Source search for “ORA_Subscriptions” (scroll down in the list of values)]
 34 Confidential – Oracle Internal
[Click in Refresh icon until “Import AutoInvoice” is in Success]
Invoice details
from AR

35 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted

Log out as Alex
36 andConfidential
log back in– Oracle
as Nick for the final steps
Internal
[Login as ‘nick.vale’]
Now Nick executes
37 the ESS job
Confidential ”FetchInternal
– Oracle Subscription Invoice Information from Receivables” in order to get the invoice details for the new subscription
[Click in Navigator > Tools > Scheduled Processes]
In Scheduled processes page
[Click Schedule New Process button]
[Expand Name field dropdown]
[Click Search]
[Set Name = Fetch Subscription Invoice Information from Receivables]
[Click Search]
[Select resulting
38 record and click
Confidential OK] Internal
– Oracle
[Click in Submit button]
[Click in Submit]
39 Confidential – Oracle Internal
[Click in OK]
 40 Confidential – Oracle Internal
[Click in Refresh icon until “Fetch Subscription Invoice Information from Receivables” is in Success]
Go to Subscription
41 Management
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[Click in Navigator > Subscription Management > Subscription Management]
Search for your
42 subscription
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[Click in subscription hyperlink]
Go to product43details
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[Click in product SRVTS12 hyperlink]
Go to Billing Summary tab in order to view the invoice
[Click in Billing Summary tab (left hand side menu)]
[Scroll to the right and look for Invoice Number]
[Click in the invoice number hyperlink to get more details]
NOTE: in case your browser is not able to scroll to the right and you are not able to see the invoice column, then please try changing your browser sizing to 90% or less, or by changing the Invoice
Number filtering
44 from “Starts with”
Confidential toInternal
– Oracle “Is not blank” then click in Search, you should be able to scroll now.
Please refer to CKI section in slide # 5
 45 Confidential – Oracle Internal
Invoice details
 Integrated Cloud
Applications & Platform Services

46 Confidential – © 2020 Oracle Internal