This chapter covers the following topics:
You can perform mass updates on sets of item instances, by changing different attributes, including party associations.
The main topics in this chapter are as follows:
Oracle Install Base mass updates are grouped to cater to specific business objects and transactions. The four types of mass update, and the main operations allowed for each update type, are as follows:
Transfer item instances from one owner to another one
Update the current, install, bill-to and ship-to locations, associations, and other instance attributes
Specify the contract options for transferring service contracts associated with the instances
Terminate a set of item instances in a batch.
Move item instances from one location to another
The location that is being changed can be the current or install location or both.
You may be required to modify the bill-to and ship-to location and some other instance attributes.
This mass update type is for sets of item instances that do not fall into any of the other mass update categories.
Change installation date, additional attributes, associations and some other instance attributes.
You create one or more Mass Update batches, each of which contains the parameters required to perform the mass update of a set of item instances. You then schedule the batch; this submits a concurrent request to perform the mass updates.
The creation of a batch is a process with several stages. You first select the mass update batch type, that is, Transfer Owner, Terminate, Move or General. Then for each mass update type, you follow a series of stages.
The main stages required for the creation of a mass update batch depend on, and vary with, the batch type. Only the relevant pages for that batch type are presented to the user. The diagram that follows shows these stages for each of the mass update batch types:
For more information about the mass update stages, see Overview of Mass Update Stage Operations.
The main stages of the mass update process are as follows:
When you create or update a mass update batch, the stages are represented by a left-to-right "train" of steps, which appears at the top of each page.
When you create a batch, you may perform each of the steps in sequence, or you may break out of the sequence, and complete the steps by updating the batch later. When you update a batch, you can select any step that appears as a clickable link in the train of steps.
For all batch types, you must go through the first two stages, Select Item Instances and Enter New Values, and specify the data to change in the item instances you select. The Update Associations stage and the Contract Options stage are both optional.
To submit a batch for execution, you must perform the Schedule stage.
At the Select Item Instances stage, you create a new batch and then add item instances to the batch, either during the batch creation process or later when you update the batch.
For details, see Selecting Item Instances.
You enter new values for your selected item instances. The fields for which you can enter new values differ for each batch type.
For details, select the appropriate topic from the following:
Note: The Update Associations stage is not available for Terminate batches
For the selected item instances, you can expire existing associations and add new associations. For the new associations, you can also add contacts and accounts.
For details, see Updating Associations.
For Transfer Owner and Terminate batches, you can enter contract options for the selected item instances; for the other batch types, you can only view the existing contract options associated with item instances.
For details, see Entering and Viewing Contract Options.
After you have specified all the new values for your selected item instances, you can schedule the Mass Update concurrent program to perform the updates.
You can schedule the request to run as soon as possible or you can provide a specific date and time for run execution.
Note: If the mass update run fails to successfully update all the selected item instances, you can view details of the failed item instances.
For details, see Scheduling Mass Update Batches.
One of the attributes of a mass update batch is its status. The valid statuses of a mass update batch are as follows
Created
This applies to batches that have not yet been submitted, or have been updated after batch submission but not resubmitted.
Scheduled
This applies to batches that have been submitted, but not yet executed. You can unschedule a batch execution by updating or deleting the batch.
In Progress
You cannot update a batch that is currently being executed.
Successful
All item instances in the batch were successfully updated.
You cannot update a batch that completed successfully
Failed
One or more item instances in the batch were not successfully updated. You can see the error details in the output of the run where the batch was processed.
You cannot update a failed batch.
You can perform the following batch management functions from the Mass Update Batches page:
Throughout the process of creating or updating a batch, Oracle Install Base performs automatic validation of the data, particularly when you explicitly save the data or submit the batch. Validation detects situations such as when you initially select item instances to be updated by the batch, but by the time that you submit the batch, those item instances have been expired.
When it detects an error, Oracle Install Base displays a summary error message on the page, with a link that enables you to see more error details.
You can search for existing Mass Update batches using the following search parameters:
Batch Number
Batch Name
Type
Either All Types or one of the existing mass update batch types
Status
Either Any Status or one of the values Created, Scheduled, In Progress, Successful, Failed
Created By
Item Instance
Click the Mass Update tab.
In the Search area of the Mass Update Batches page, enter one of more search parameters, and click Go.
The batches that satisfy the search criteria appear in the lower part of the page.
From the Mass Update Batches page, you can perform the following operations:
When you create a mass update batch, you go through a series of steps to enter the information required to perform the mass update.
For an overview of the complete process, see Overview of Mass Update Stage Operations.
If you are familiar with the stages of the mass update process, select the appropriate stage from the following (start at the first stage if you are creating a completely new batch):
This is the first stage in the batch creation process, and is also available when you update a batch.
What you can do at this stage depends on whether you are creating a new batch, or updating an existing one.
When creating a new batch, you specify general batch information, such as a batch name. Then, both during batch creation or subsequent updates to the batch, you can add item instances to the batch, before you submit the batch.
This section includes the following topics:
When you create a new mass update batch, you must first choose the batch type and give the batch a name.
If the batch type is Transfer Owner, you must also select the owner name and owner account.
You can also enter a Note for the batch. This note will be automatically added to all the item instances of the batch if the batch mass update completes successfully.
Click the Mass Update tab.
In the Create Batch field, select the batch type from the list of values, and click Go.
The Create Batch page for your selected batch type appears.
Enter a Batch Name for your batch.
For Transfer Owner batches only, select a Current Owner Name and an Owner Account Number.
Optionally, enter Note information.
The Note information is added to each item instance of the batch if the batch executes successfully.
You may proceed in either of the following ways:
Save the batch details you have entered so far, and add more details later.
To add item instances to a mass update batch, you must be in the process of either creating or updating the batch, and in the Select Item Instances stage.
You search for item instances, then you select the item instances to add to the batch.
In the Select Item Instances page, click Add.
The Add Item Instances page appears.
Perform either a simple or an advanced search for item instances in the top part of the page.
Note: For Transfer Owner batches, the current owner party number and owner account number are automatically added to the search criteria. You cannot select different values for these fields using the advanced search options.
The results of the search appear in the lower part of the page.
In the results area, you can perform the following actions:
Click an item instance hyperlink to see the item instance details.
Select the item instances to be added to the mass update batch, then click Apply.
Click Cancel - to add no item instances to the batch.
In this page, you enter new attribute values for mass update batches of type Transfer Owner. The page identifies the batch name, the current owner, and the current owner account number selected for transfer.
You must select values for the following attributes of the new owner:
Owner Party Name or Owner Party Number (selecting one of the values causes the other to be automatically filled in)
Owner Account Number.
You may also specify a new Transfer Date, which must be before the batch scheduled date.
In addition, you can enter new values for the following fields:
Save your changes.
Depending on the mass update batch, there are different groups of new value fields that you can enter.
This section consists of the following topics:
For all mass update batch types, you can enter new values for the following fields:
Status
For Terminate mass update batches, you can enter only a terminable status; for the other batch types, you can enter only a non-terminable status.
Version Label
In addition, for all mass update batch types except Terminate, you can enter new values for the following fields:
External Reference
Version Label
System
You can only change the System Name to a system that belongs to the owner with the current owner account number.
These fields specify a new current location for all item instances being transferred or moved.
For Transfer Owner batches, you can enter values for the current location fields; for Move batches, you must enter new values for either these fields or the new install location fields.
These fields specify a new install location for all item instances being transferred or moved.
For Transfer Owner batches, you can enter values for the install location fields; for Move batches, you must enter new values for either these fields or the new current location fields.
You can select the check box "Same as current" to select the install location to be the same as the current location; if you select this check box, the other fields in this page area are hidden.
Select a Type.
If, for the Type, you selected HZ Location, Vendor Site, or Internal, you must select a value for the Address 1 field - the list of values shows all the Address1 fields in the HZ locations table.
If, for the Type, you selected Party Site, you can select values for the following fields:
Party Name and Party Number
If the Install parameter "Show all parties" is set to No, you can only select related parties from the active parties in the HZ Parties table. Selecting a value for one of the fields Party Name or Party Number causes the other field to be automatically filled in.
Party Site Number
Select from all the valid location numbers for the selected party.
Address 1
Select from all the valid Address1 values for the selected party.
These fields specify new Bill To locations and new Ship To locations for all item instances being transferred or moved.
For both Bill To and Ship To locations, you can select values for the following fields:
Party Name and Party Number
If the Install parameter "Show all parties" is set to No, you can only select related parties from the active parties in the HZ Parties table. Selecting a value for one of the fields Party Name or Party Number causes the other field to be automatically filled in.
Party Site Number
Select from all the valid location numbers for the selected party.
Address 1
Select from all the valid Address1 values for the selected party.
The user-defined additional attributes appear that are common to the item instances selected. You can enter new values for the additional attributes that you want to apply to all the item instances in the batch.
In this page, you enter new attribute values for mass update batches of type Move.
You must select at least one new value in either the New Current Location or the New Install To Location Fields.
In addition, you can enter new values for the following fields:
Save your changes.
In this page, you enter new attribute values for mass update batches of type General.
You can enter new values for the following fields:
Note: You must enter at least one value for update.
Save your changes.
In this page, you enter new attribute values for mass update batches of type Terminate.
You must enter an end date to expire all the item instances in the batch.
You can optionally enter a new terminable status for the item instances in the batch.
In addition, you can enter new values for the following fields:
Save your changes.
In the Update Associations page, you can expire existing associations and add new associations. For the new associations, you can also add contact and account information.
The page contains the following screen areas:
Current Associations
New Associations
The Current Associations area shows a list of all the distinct associations - apart from Owner - that belong to the item instances in the batch. For each distinct association, the list also displays, as a link, the number of affected item instances that have that association.
In the Current Associations area, the main operation to perform is to select item instances whose associations you want to expire.
To expire all associations of all item instances in the batch, click Expire All.
To expire the associations of all item instances with a particular association, select the association and click Expire.
To expire individual item instances of a particular association:
Click the Affected Item Instances link for the association.
The page that appears displays details of all the item instances with that association. For a particular item instance, you can also view the contacts and accounts for the association.
Select one or more individual item instances to expire their associations as part of the mass update batch.
You can undo your selections for expiration as follows:
Click Restore All to deselect all selected item instances for all associations.
Select an association, and click Restore.
Save your changes.
In the New Associations area, you can add new associations to all the item instances in the batch. After the association is added, the user can add contacts and accounts for the new association.
To add a new association, click Add Association, and enter values for the new association.
If you want to add a contact for the new association, select the association, click Add Contact, and enter values for the contact.
If you want to add an account for the new association, select the association, click Add Account, and enter values for the account.
You can undo your additions, by clicking the Remove icon of each association, contact, or account that you do not want to be included in the mass update batch.
Save your changes.
The Contracts Options page shows contracts impacted by the selected item instances, and provides you with a number of options for indicating how the instance transfer should affect associated services.
Note: If the item instances selected in a Transfer Owner batch result in contracts from multiple operating units being selected for transfer, a warning appears on the Contracts Options page, and advises that Bill To and Ship To addresses for the new service contracts will be defaulted from customer setup.
For Transfer Owner batches, and, to a lesser extent, for Terminate batches, you must specify one or more contract rules.
For Terminate and Transfer Owner batches, you must provide some contract transfer rule information.
For Terminate batches, you must provide a termination reason; you can also select a credit option.
For Transfer Owner batches, you must first choose a Transfer Option from the following:
Transfer and Terminate
Terminate
Use Coverage Terms
No Updates to Contracts
The amount of information available for viewing and updating depends on your choice of Transfer Option.
If Transfer Option=Transfer and Terminate or Use Coverage Terms, all the fields described subsequently in this section apply and are available.
For Transfer Option=Terminate, the only fields available are Termination Reason and Credit Option.
For Transfer Option=No Updates to Contracts, no fields are available.
Note: Unless stated otherwise, all fields are optional.
Termination Reason
Mandatory field when Transfer Option=Terminate, otherwise optional.
Credit Option
Mandatory field when Transfer Option=Terminate, otherwise optional.
There are three options for issuing a credit on the original service contract:
Calculated - Issue a calculated credit for the prorated value of services transferred.
Full - Issue a full credit for the services transferred.
None - Issue no credit for services transferred.
Billing Profile
The list of values contains all billing profiles created for the new owner as well as generic billing profiles. Selecting the billing profile sets the billing schedule, invoicing rule and accounting rule for the transferred lines. Leaving the billing profile blank results in a billing schedule with one-time billing, an invoicing rule of Advanced and an accounting rule of Immediate.
Keep Existing Contract Number
Selecting this checkbox results in new contracts retaining the same contract number as the source contracts for the transferred services.
Modifier
You can enter a modifier that will apply to all contracts created for transferred services. If no value is entered, the modifier will be the value for the profile option OKS: Transferred Contract Identifier concatenated with a datestamp.
Contract Status
Mandatory field, default value is Entered. The list of values contains all statuses that map to status types Entered and Active.
Bill Transferred Services
There are three possible values: Yes, No, and At Renewal.
If you select At Renewal, billing behavior of transferred services will be as follows:
Service transferred from Active or Signed contracts
The Bill Services flag on the new contract is set to At Renewal. The contract will not bill unless you manually override the flag in the service contracts authoring form.
Service transferred from Entered contracts
The Bill Services flag on the new contract is set to Yes.
Transfer Notes
Select the checkbox to transfer header notes; line coverage notes always transfer.
Transfer Attachments
Select the check box to transfer attachments. When selected, all attachments on the original contract are transferred to the new contract.
Bill To Customer
Defaults from the new Bill To customer entered for the item instances, provided the Bill To customer is related to the new owner account. If not related, the Bill To customer field has no default value and you can enter a customer.
You can optionally override the defaulted value with a different Bill To customer for transferred services.
If the Bill To customer is different from the new owner, the contract Bill To customer will also be added to the contract as a third party.
If no contract Bill To customer is specified in the batch, the contract Bill To customer will be derived from the new owner entered for the Transfer Owner batch.
The Bill To customer entered is used for all contracts created for the Transfer Owner batch.
Bill To Account
Follows same rules as Bill To Customer.
Bill To Address
You can only select a contract Bill To address if all of the impacted contracts map to the same operating unit. The list of values only contains addresses that are associated with that operating unit. If no value is entered, the Bill To address will be defaulted from TCA - the primary Bill To address for the Bill To account specified for the new contract.
If the impacted contracts are from multiple operating units, you will not be able to enter an address for the new Bill To customer. In such cases, the Bill To address will be derived from the primary Bill To address defined for the Bill To account for each operating unit.
Bill To Contact
Follows the same rules as Bill To Customer.
Ship To Customer
Follows the same rules as Bill To Customer.
Ship To Account
Follows the same rules as Bill To Customer.
Ship To Address
Follows the same rules as Bill To Address.
For all batch types, you can view the contracts to be impacted by the batch updates. You can select the type of display for the contracts:
Contract
Contract-level information appears in a "master" table. Service line details of the contract selected in the master table appear in the "details" table underneath.
Service Line
Contract and service line information appears in a "master" table. Subline details of the service line selected in the master table appear in the "details" table underneath.
Covered Levels
Contract, subline, and covered level information appears in a table. You can optionally view item instance details for the covered products.
Key fields in the contract, service line and subline tables are Transfer Amount and Credit Amount. The latter is the amount that results from a termination.
Select and enter the contract transfer rule values that you require for the current batch.
Save your changes.
If you save a batch with Bill To and Ship To details, then later try to change the New Owner for the batch, you will receive an error message indicating that dependent data (Bill To and Ship To details) have been entered for the existing customer in the Contract Options page. You must remove the Bill To and Ship To details in the Contracts Options page before you can change the new owner.
If you save a batch, and subsequently the results set of the Impacted Contracts has changed to include contracts from multiple operating units, the Contract Options page will display a warning message and the Bill To and Ship To addresses and contacts will be greyed out.
The consequences of executing the mass update batch are as follows:
If the services in the impacted contracts are to be terminated, then the values entered in the Contract Options page for Termination Reason and Credit Option are applied to the terminated services.
If the services in the impacted contracts are to be transferred, then all the contract transfer rules entered in the Contract Options page are applied to the new contracts created for the transferred services.
After entering all the details for the mass update batch, you can submit the batch for execution. This schedules a concurrent request to perform the mass updates.
The concurrent request executes all the mass update batches that are available for processing at the time, and generates a single output file.
Select your Submit option, either to submit as soon as possible, or to submit at a specified date and time.
Note: For Transfer Owner batches, if you specified the transfer date, the batch submission date must be after the transfer date.
Click Submit.
The status of the batch changes to Scheduled. For more information on batch statuses, and the operations that you can perform on a batch after scheduling, see Mass Update Batch Statuses and Viewing Output of a Failed Mass Update Batch.
The View Batch page displays all the following batch details:
General batch information
Selected item instances
New values, with location and association details
Contract information, showing contract transfer rules, and impacted contracts
You can update a mass update batch any time before you submit the batch. Typically, after you have created the batch, you complete the information required for the mass update in one or more "update" sessions, before you submit the batch for execution.
Click the Update icon for the batch that you want to update.
You can change batch details in any of the stages allowed for your mass update batch type.
You can remove selected item instances from a mass update batch before you submit the batch.
In the Item Instances area, either click Remove All or select the item instances individually and click Remove.
When a mass update run finishes, it produces an output file of the results of the processing for each of the batches executed during that run.
If a batch that was executed as part of the run had any errors, the batch status is set to Failed. You can view the output of the run that included the batch execution, to see details of the item instance update failures.
Click the View Output icon of a batch to see the output of the run that included that batch.
For the error records, make corrections to the associated item instances, and resubmit the batch.
You can delete any batch that is not is progress. When you delete a batch that has not yet been executed, any contract options that you selected for the batch are backed out, that is, not implemented.
In the Item Instances area, select one or more batches, and click Delete.