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Oracle Lease and Finance Management User's Guide
Release 12.1
Part Number E13583-05
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Vendor Self Service

This chapter covers the following topics:

Overview

Oracle Lease and Finance Management Vendor Self Service provides vendors the ability to manage lease contracts with their customers, and vendor agreements with you, the lessor. Vendors can be equipment manufacturers, distributors, or dealers.

Vendor Self Service Prerequisites

Before vendors can use Vendor Self Service, the following setup tasks must be completed:

To grant vendors access to Vendor Self Service, see Vendor Self Service User Setup, Oracle Lease and Finance Management Implementation Guide.

For information on profile options see Define Profile Options, Oracle Lease and Finance Management Implementation Guide.

Vendor Self Service Home

Vendors can perform the following tasks from the Lease and Finance Management Vendor Self Service Home page:

View Notifications

The Vendor Self Service Home page provides Vendors a list of their most important notifications as well as the option to view a full list of notifications.

View and Create Bookmarks

The Vendor Self Service Home page lists all bookmarks created by the Vendor in the My List region. Bookmarks can be used as shortcuts to important lease contract and program agreement information.

Use Shortcuts

Vendors can use Shortcuts to begin important lease contract tasks. The created shortcuts are listed in the Shortcut region.

Vendor Self Service Agreements

Vendors can use the Agreements tab to perform the following tasks:

Search for Agreement

Vendors can locate agreements by performing either a Simple or Advanced Search in the Agreements tab. A Simple Search includes the following parameters:

An Advanced Search allows vendors to expand or refine their search criteria.

View Agreement Details

Vendors can view agreement details by clicking on the agreement number in the Agreements page. The Agreement Details page provides information for operating and program agreements, such as billing information, terms and conditions, articles, contracts, and parties.

Residual Share

Vendors can view vendor residual sharing details by selecting the asset in the Residual Share subtab of the Agreements tab. Details include asset number, agreement number, asset termination date, disposition date, vendor share, and currency.

Related Topics

Vendor Residual Sharing Setup

Define Vendor Residual Sharing Terms

Calculate and View Vendor Residual Sharing

Vendor Self Service Quotes

Vendors can use the Quotes tab to create quick quotes, lease sales quotes, lease applications, prospects, and search for vendor programs. Lease and Finance Management includes security functionality to prevent vendors from viewing or modifying lessor-originated quotes or lease applications.

Vendors can perform the following tasks in the Quotes tab:

Create Quick Quotes

Vendors can search for, create, update, compare, view, validate, duplicate, and cancel quick quotes. Vendors can also convert a quick quote into a lease opportunity.

Search for Quick Quote

Vendors can search for quick quotes in the Quick Quotes subtab of the Sales tab. Search criteria include the following details:

Create Quick Quote

Vendors can create quick quotes by performing the following tasks in the Quick Quotes subtab:

The Quick Quote Details page filters appropriate vendor programs and pricing types. Lease and Finance Management does not display yields to vendors for security reasons. Quick quotes can be viewed, updated, validated, and canceled.

Compare Quick Quotes

Vendors can compare up to three quick quotes at a time. The quotes compared must have been created by the vendor. Quick quotes are compared by selecting the quotes in the Quick Quotes page and clicking Compare.

Create Lease Opportunities

Vendors can search for, create, update, view, duplicate, and cancel lease opportunities.

Search for Lease Opportunity

Vendors can search for Lease Opportunities in the Lease Opportunities page of the Sales tab. Search parameters include lease opportunity Number, Description, Prospect, Vendor Program, Expected Start Date, and Status. Vendors can only search for lease opportunities that they have created.

Create a Lease Opportunity

Vendors can create Lease Opportunities by completing the following tasks:

Create Lease Sales Quotes

Vendors can create lease sales quotes from a lease opportunity. Vendors can also create, update, view, and cancel lease sales quotes and submit them for approval. Sales quotes can be submitted for pricing.

Vendors initiate the quote process from the Lease Opportunity Details page. Vendors can also duplicate a quote to create a new one.

Create Lease Applications

Vendors can create lease applications to request credit approval for a deal.

Additionally, they can view, update, duplicate, and cancel lease applications that they have created. Vendors can also submit lease applications for pricing, approval, and initiate credit checks on prospects.

Search for Lease Application

Vendors can search for Lease Applications in the Lease Applications page of the Sales tab. Search parameters include lease application Number, Type, Prospect, and Status. Vendors can only search for lease applications that they have created.

Create Prospects

Vendors can create prospects in Oracle Trading Community Architecture (TCA).

Vendor Self Service Contracts

Vendors can use the Contracts tab to search for contract related information and perform contract, quote, and insurance tasks on active, booked contracts.

Vendors can perform the following tasks in the Contracts tab:

Search for Contract

Vendors can locate contracts by performing either a Simple or Advanced Search in the Contracts tab. A Simple Search includes the following parameters:

An Advanced Search allows vendors to expand or refine their search criteria.

Customers can bookmark contracts for future reference.

Related Topics

view contract details

View Contract Details

Vendors can view a lease contract's details by locating and selecting the contract. A side navigation menu on the Contracts page lists the contract detail options described in the following table:

Contracts Page Navigation Menu
Menu Items Information
General Information Includes customer information, rental period, and parties to a contract. You can enable vendors to view additional descriptive flexfield contract information by setting the OKL: View Contract Additional Information in Vendor Self Service profile option to Yes.
Terms and Conditions Includes general Terms and Conditions information, billing information, interest type, purchase options, termination options, and security deposit details. Billing and invoice format change requests can be submitted.
Assets Assets information, including asset level billing setup details, add-ons, services, insurance, return, and serial number information. Some information can be updated.
Amortization Schedule Amortization schedule details for loans
Fees Contract fees and payment details
Insurance View and update insurance policy details for a contract
Insurance Quotes Information on contract insurance quotes
Payment Schedule Rent and other payments for a contract. Click on the Details icon to view cash flow streams, such as rent amounts over the term of a contract.
Renewal Quotes Information on contract renewal quotes
Services Services on a contract. If the service line is linked to a service contract, this will also be displayed.
Termination Quotes Information on contract termination quotes

Request Billing Change

Vendors can request a new Bill To Site Number in the Billing Information region of the Terms and Conditions page of the Contracts tab by clicking on Request Billing Change, entering the new Bill To Site Number, and submitting the request.

A workflow notification of your approval or rejection of the billing change request will be sent to the vendor.

Request Invoice Format Change

Vendors can request an invoice format change in the Billing Information region of the Terms and Conditions page of the Contracts tab by clicking on Request Invoice Format Change, selecting a New Invoice Format from the menu, and submitting the request.

A workflow notification of your approval or rejection of the invoice format change request will be sent to the vendor.

Search for Assets

Vendors can locate assets by performing either a Simple or Advanced Search in the Assets page of the Contracts tab. A Simple Search includes the following parameters:

An Advanced Search allows vendors to expand or refine their search criteria.

Related Topics

view asset details

View Asset Details

Vendors can view asset details by locating and selecting the asset. A side navigation menu on the Assets page lists the contract detail options described in the following table:

Assets Page Menu
Menu Item Information
General Information View asset header information, update serial numbers, and update installed location.
Add-Ons View details about add-ons associated to an asset.
Billing View a list of related invoices and outstanding balances associated with an asset.
Insurance Insurance policies associated to an asset.
Return Information View shipping instructions, contact details, and shipping addresses for an asset.
Serial Numbers View and update serial numbers for an asset.
Services View service and maintenance associated with an asset.

View Asset Returns

Vendors can view asset return information by entering full or partial search information on the Asset Returns page to locate an asset.

Related Topics

Asset Returns

Update Serial Numbers

Vendors can update serial numbers for multiple units or a single unit of an asset by locating the asset, selecting Serial Numbers from the Assets page menu, entering the new serial number, and submitting the request.

When the vendor submits a request for a new serial number, you receive notification of the request and either accept or reject the request. If you accept the request, Lease and Finance Management updates the serial number and sends notification to the vendor. If you reject the request, the vendor will also be notified.

Update Asset Locations

Vendors can update asset locations by locating the asset to be updated, selecting the asset, clicking Update Asset Location, choosing a new location from the list of values, and submitting their request.

When the vendor submits a request for a new asset location, you receive notification of the request and either accept or reject the request. If you accept the request, Lease and Finance Management updates the location and sends notification to the vendor. If you reject the request, the vendor will also be notified.

View Insurance Details

Vendors can view insurance policies associated to a customer's lease contract in the Insurance page of the Contracts tab. Vendors can choose an insurance provider, enter policy details, review, and submit a policy request or update.

Related Topics

submit insurance details

submit insurance claim

request insurance quote

accept insurance quote

request renewal quote

accept renewal quote

request termination quote

Submit Insurance Details

Vendors can submit insurance policy details by selecting a contract, choosing an insurance provider, entering policy details, reviewing the insurance details, and clicking Submit. Vendors can submit third party policy details only, not policies obtained through the lessor.

Submit Insurance Claim

Vendors can submit claims against an insurance policy on the customer's lease contract by locating the policy, entering the claim details, and submitting the claim. When the claim is submitted, Lease and Finance Management generates a claim and sends a claim notification for you to process.

Request Insurance Policy Cancellation

Vendors can cancel an insurance policy by clicking the Cancel icon in the Policies page of the Contracts tab and submitting a request for cancellation.

Search for and View Quotes

Vendors can locate and view quotes from the Quotes page of the Contracts tab. Quote search criteria can be specified by quote number, contract number, and quote type. Examples of quote types are Insurance Quote, Renewal Quote, Repurchase Quote, and Termination Quote.

To search for all quotes on a contract, enter the quote number and click Go.

When a quote appears in the Results region, click on the quote to view quote details.

Related Topics

submit insurance details

submit insurance claim

Request Insurance Quote

Vendors can request an insurance quote in the Contracts tab by selecting Insurance Quote from the Contracts tab menu, clicking on Request Insurance Quote, choosing an insurance type, entering the quote information, reviewing, and submitting the information.

Accept Insurance Quote

Once a vendor has requested an insurance quote, they have the option of accepting, rejecting, or deferring a decision on the insurance quote.

When an insurance quote is accepted by the vendor, Lease and Finance Management attaches the new insurance policy to the lease contract.

If the vendor defers their decision on the insurance quote, the quote can be saved until it's expiration on the quote effective date. Vendors can return to Vendor Self Service later to accept the quote.

Request Renewal Quote

The lessor can create a renewal quote at the vendor's request.

Accept Renewal Quote

Once a vendor has requested a renewal quote, and you have received the notification and created the renewal quote, the quote goes back to the vendor for approval. The vendor has the option of accepting or rejecting the renewal quote.

Request Repurchase Quote

Vendors can request an asset repurchase quote in the Quotes page on the Contracts tab.

Request Termination Quote

Vendors can request a termination quote in the Contracts tab by performing the following tasks:

When the vendor submits a request for a termination quote, Lease and Finance Management performs validation checking to verify that the quote recipient exists and that the lease contract's terms and conditions permit termination quotes.

If the validation fails, the vendor will receive a notification of the failure. If the validation passes, the vendor will be notified when an approved quote is created.

When the vendor accepts the termination quote, it is updated as Accepted and processed for termination.

View Payment Schedule Details

Vendors can view the lease contract payment schedule summary by clicking on Payment Schedules on the Contracts tab menu. Payment schedule details are accessed from the Details icon of the Payment Schedule page.

Update Counter Readings

Vendors can view and update the history of counter readings in the Counters page of the Contracts tab by locating the counter, updating the information, and submitting an update request.

Vendor Self Service Customers

Vendors can use the Customers tab to access customer accounts, invoices, and payments.

The following tasks are performed in the Customers tab;

Search for Customer Account

Vendors can locate a customer account by performing either a Simple or Advanced Search in the Accounts page of the Customers tab. A Simple Search includes the following parameters:

An Advanced Search allows vendors to expand or refine their search criteria.

Related Topics

view customer account details

view customer invoice details

View Customer Account Details

Vendors can view customer account details by clicking on the account number in the Accounts page. Customer account details include the following information:

Click on the Site Details icon to view site details for Bill To, Install At, Legal, and Ship To addresses.

View Customer Invoice Details

Vendors can view customer invoice details by clicking on the invoice number in the Invoices page. Customer invoice details include the following information:

Make Customer Payments

Vendors can make customer payments using credit card or bank account transfer. Lease and Finance Management integrates with Oracle Payments for payment authorization.

To make payments, use Make payment link provided on the Home page of customer self service or first search for an invoice and select Make payment button on Invoice result table.

For more information on Make Customer Payment, see Make a Payment.

Vendor Self Service Accounts

Vendors can use the Accounts tab to view account profile information and disbursements. The following tasks are performed in the Accounts tab:

Search for Disbursement

Vendors can locate disbursements by performing either a Simple or Advanced Search from the Disbursements region of the Accounts tab. A Simple Search includes the following parameters:

An Advanced Search allows vendors to expand or refine their search criteria.

Related Topics

Search for Disbursement

View Disbursement Details

View Disbursement Details

Vendors can view Disbursement invoice details from the Disbursements page of the Accounts tab after locating a disbursement, by clicking on the disbursement number to open the Disbursement Invoice Details page. The Disbursement Invoice Details page provides summary information for the disbursement.

View Account Profile Details

Vendors can view vendor account profile details in the Profiles page of the Accounts tab. Vendor account profile details include the following information:

The following site details can be viewed by selecting a site and clicking the Details icon: