Oracle Service Contracts provides a complete contract authoring solution to manage warranties, extended warranties, usage, subscription services, and complex service agreements.
With Oracle Service Contracts you can do the following:
Sell multiple types of service
Define pricing and billing schedules
Ensure timely service entitlement checks
Automate renewals for recurring revenue opportunities
Simplify change management
This chapter describes the following flows in Oracle Service Contracts:
Author a contract with multiple lines and different scheduling levels
Generate invoices for contracts having multiple lines and different payment methods
Create contracts with different partial period setups and verify the revenue recognition for different contract types
Verify the impact of updating an item at Install Base
Create mass change requests for Bill To or Ship To addresses and party or account contacts
Create a warranty or extended warranty contract
Verify the search and copy actions
This section provides information on the common prerequisites, profile options, and data setups required for executing the Oracle Service Contracts flows. Flow specific requirements are documented along with the flow in the subsequent sections.
None.
The following profile options must be met:
| Profile Option Name | Profile Option Value |
|---|---|
| MO: Operating Unit | Vision Operations |
Not applicable.
Not applicable.
The following responsibilities must be available and assigned to the users:
| Window Name | Field Name | Field Value |
|---|---|---|
| Responsibility | Responsibility | Service Contracts Manager Vision Enterprises Order Management Super User, Vision Operations Oracle Install Base Agent User |
This flow covers the following:
Create a contract with advance billing option with equal and covered levels, and verify the billing details
Create a contract for the usage lines with price breaks and verify the invoice generation
Verify the invoices details when the OKS: Transaction Summary profile option is set to Yes and No
This section provides information on the common prerequisites, profile options, and data setups required for executing the Creating a Service Contract With Different Variation in Service Billing Options flow.
Service_Billing_Contracts
None.
The following profile options must be set:
| Profile Option Name | Profile Option Value |
|---|---|
| OKS: Transaction Summary | Yes |
| OKS: Use QP for Manual Adjustment | No |
Not applicable.
Not applicable.
In this flow, the user can create a mass change request for Bill To and Ship To addresses and Party Account of a contact and verify the details in the contract which shows the mass changes.
This section provides information on the common prerequisites, profile options, and data setups required for executing the Creating a Service Contract with Mass Change Request to Bill To, Ship To, and Party of the Contract flow.
Mass_Change_Request_For_BillTo_And_Shipto_Address
None.
Not applicable.
Not applicable.
Not applicable.
This section provides information on the common prerequisites, profile options, and data setups required for executing the Create a Contract With Different Line Types And Different Partial Period Options to Generate the Invoice flow.
Partial_Periods_For_Contract
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user can create a service contract with different revenue recognition methods and verify the invoice based on the accounting rules.
This section provides information on the common prerequisites, profile options, and data setups required for executing the Create a Service Contract With Different Accounting Rules, Lines With Usage of Partial Period Revenue Recognition Method flow.
Partial_Period_Revenue_Recognition
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user can create a service contract with different tax codes for multiple lines. The user can verify the invoice details in Account Receivables if all lines are having correct tax codes as defined in the contract.
This section provides information on the common prerequisites, profile options, and data setups required for executing the Create a Service Contract and Bill it With Tax Code Classification to Verifying It Form Account Receivables flow.
Contract_Billing_With_Tax_Codes
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user can copy different contracts like Service, Subscription, Warranty, and Extended Warranty contract. The user can verify that copy action for warranty contract is not allowed.
This section provides information on the common prerequisites, profile options, and data setups required for executing the Perform Copy Operation on Different Service Contracts flow.
Copy_Operation_On_Different_Contracts
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user can create a warranty and extended warranty contract from Order Management, having the sales representative details.
This section provides information on the common prerequisites, profile options, and data setups required for executing the Create a Extended Warrant or Warrant Service Contract From Order Management With Territory Sales Representative flow.
Create_Contract_From_Order_Management
None.
The following profile option must be set:
| Profile Option Name | Profile Option Value |
|---|---|
| OKS: Territory sales person for first year contracts | Retain |
Not applicable.
Not applicable.
In this flow, the user can create a contract with different item instances and perform different actions in Install Base, such as, Splitting Quantity, Updating Quantity, and Terminating Instance. The user can verify the details in the contract.
This section provides information on the common prerequisites, profile options, and data setups required for executing the Create a Service Contract With Install Base Usability and Different Actions on the Instances and Verify in HTML Page flow.
IB_Usability
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user can create a contract with Usage Lines, add the counter reading to the item instance, and verify the locking for the counter readings.
This section provides information on the common prerequisites, profile options, and data setups required for executing the Perform Counter Lock on the Usage Lines of Service Contract flow.
Counter_Lock_On_Usage_Contract
None.
Not applicable.
Not applicable.
Not applicable.
This section provides information on the common prerequisites, profile options, and data setups required for executing the Update the Coverage Duration Using Coverage Re-Architecture flow.
Coverage_Re_Architecture
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user can verify search options, such as, HTML, Entitlement, and Advance.
This section provides information on the common prerequisites, profile options, and data setups required for executing the Perform Advance Search on Various Service Contracts flow.
Advance_Search_Operation_On_Different_Contracts
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user can verify search options, such as, HTML. The user can view the results and use them for specific operations.
This section provides information on the common prerequisites, profile options, and data setups required for executing the Perform HTML Search on Various Service Contracts flow.
HTML_Enquiries
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the user can verify search options, such as, Entitlement. User can view the result and use them for specific operations.
This section provides information on the common prerequisites, profile options, and data setups required for executing the Perform Entitlement Search on Various Service Contracts flow.
Entitlement_Search_For_Service_Contract
None.
Not applicable.
Not applicable.
Not applicable.