Oracle Service Contracts Implementation Guide

Contents

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Preface

Overview of Implementing Oracle Service Contracts

Confirming Oracle Applications Setups

About Oracle Service Contracts Setups

Oracle Service Contracts Command Center Setup

Setting Up Service Contracts Command Center

Setup and Configuration Steps

Configuring Descriptive Flexfields for Search

Loading Service Contracts Command Center Data

Profile Options for Service Contracts Command Center

Setting Up Oracle Service Contracts

Extending Lookup Codes

Mapping Time Units of Measure

Setting Up Statuses and Operations

Registering a New Source as a JTF Object

Defining a Process

Defining Quality Assurance Checklists

Defining Roles and Role Sources

Setting Up Categories

Defining Coverage Types

Defining Standard Coverage and Subscription Templates

Creating Contract Items in Oracle Inventory

Defining Contract Groups

Setting Up Autonumbering

Defining Service Availability

Defining Service and Subscription Cotermination

Setting Up Multi-Org Access Control (MOAC)

Setting Up the Approvals Management Engine (AME)

Setting Up Service Pricing and Billing

Creating Billing Profiles

Enabling Invoice Level Loading

Enabling Invoice Previewing

Setting Up Transaction Types

Setting Up Batch Transaction Sources

Setting Up Transaction Flexfield Segments

Pricing Service, Subscription, and Usage Items

Enabling Multi-Currency Price List Support

Enabling Advanced Attribute Sourcing

Running the Build Attribute Mapping Rules for Pricing Qualifiers and Attributes

Defining Sales Territories to Assign Vendor Contacts

Executing Billing Through Concurrent Programs

Enabling Credit Card Support

Setting Up Partial Period Attributes within Global Contracts Defaults

Setting Up Contract Events

Overview of Events

Defining Condition Templates

Using Query Conditions

Reviewing Errors from Asynchronous Processing

Using the Events Controller

Enabling Service Request Creation based on Contract Events

Starting the Event and Outcome Listeners

Starting the Workflow Background Process

Running the Date Assembler

Troubleshooting the Events Process

Setting Up Automatic Renewals

Overview of Automatic Renewals Setup

Creating Process Definitions for Renewals (Outcomes List of Values)

Creating Independent Conditions for the Renewal

Confirming Renewal Defaults

Starting the Workflow Background Process for Renewals

Running the Date Assembler for Renewals

Confirming the Automatic Renewal

Creating and Enabling Templates for E-Mails to Customers

Troubleshooting the Automatic Renewals Process

Enabling Integrations within the Oracle E-Business Suite

Enabling the Quick Menu

Defining the Contract Terms Library

Migrating Clauses to the Contract Terms Library

Setting Up Defaults for Services Affected by Oracle Install Base Ownership Transfers

Personalizing HTML Views

System Profiles

Setting Up System Profile Options

Lookups

Defining Lookups

Concurrent Programs

Running Concurrent Programs

Index