Oracle Contract Renewal Command Center Plus

Overview

Oracle Contract Renewal Command Center Plus helps drive customer and partner loyalty, improve operational efficiency, and ensures that the return on investments of your customers and your organization are balanced. Using Oracle Contract Renewal Command Center Plus, you can:

Align decision making and enhance collaboration in an organization to achieve the best outcome.
Provide context to users when making decisions to ensure alignment of objectives and customer interests.
Track progress towards objectives and provide a prescriptive course of action to achieve those objectives.
Provide insight required to evaluate options and select the best business outcomes.

Each command center area and page is organized to support specific business outcomes. Oracle Contract Renewal Command Center Plus is a dashboard-driven product comprised of the following pages:

Customer Management Page - Drives customer loyalty, improves customer renewals, and increases share of the customer.

Portfolio Management Page - Balances Return on Investment (ROI) between customers and organization.

Vendor Management Page - Drives partner loyalty, removes obstacles for sales, and manages partner cash flow.

Contract Management Pages - Contains two separate pages for Lease and Finance Contract Management and Service Contract Management. These pages drive operational efficiency and provide context for implementing transactions in OLFM and OKS.

You can search using Oracle Contract Renewal Command Center Plus pages and Endeca Information Discovery (EID) design tools. These pages are hosted in an EID environment, and called from new container pages in EBS.

This chapter provides product-specific details required to integrate Endeca Information Discovery (EID) with Oracle E-Business Suite Release 12.2 V8 for the Oracle Contract Renewal Command Center Plus application. This supplements information provided in Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1). You must read this document and make note of the requirements before you begin your installation.

Oracle Contract Renewal Command Center Plus User Interfaces

Customer Management Page

Use the Customer Management page to better understand customers and improve your relationships. The Customer Management page also helps to drive customer loyalty through repurchase decisions that include renewals, extensions, and new business. This page can help to drive more business by understanding up-sell and cross-sell opportunities to customers across their portfolio of Finance and Service Contracts that they have with you. You can monitor factors that create customer satisfaction and dissatisfaction, contract cancellation and renewal, and factors that result in increased or decreased share. The Customer Management page includes the following high-level information:

Customer
Contracts (Finance and Service Contracts)
Assets
Vendors
Service Requests
Receivables
Investment

From the Customer Management page you can view customer information metrics, charts, and results tables. The following is a partial display of the Customer Management Page.

From the Lease Super User responsibility, navigate to the Customer Management page:

(N) Renewals > Customer Management

From the Service Contracts Manager responsibility, navigate to the Customer Management page:

(N) Renewal Command Center > Customer Management

the picture is described in the document text

Within the Customer Management page, you can analyze data using metrics, charts, graphs, and tables. The following describes the Customer Management page regions and components:

Region	Components
Advanced Search Search within	The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Bookmarks	The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements	The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the following attribute groups to view and select attribute names: Customer Details Contract Details Assets and Services
Metrics (tabbed component container)	The Metrics tabbed component container contains four metrics tabs: Customers Customers - Number of customers on active service and finance contracts as of the latest date. Contracts - number (count) of service and finance contracts as of the latest date. Service Contracts - number (count) of service contracts as of the latest date. Finance Contracts - number (count) of finance contracts as of the latest date. Assets - number (count) of assets in active contracts as of the latest date. Vendors - number (count) of vendors in booked and evergreen contracts as of the latest date. Total New Investment - financed amount of finance contracts and service contract amount booked in the last full calendar month Receivables - total open receivables as of the latest date. This is the sum of remaining balances in all open invoices. Past Due - the amount that is past due as of the latest date from receivables. Escalated SR's - the number (count) of Service Requests that are in escalated status as of the latest date. Value New Customers - number (count) of new customers in contracts booked over the last full calendar month. New Finance Contracts - number (count) of finance contracts booked over the last full calendar month. New Financing Volume - financed amount of contracts booked over the last calendar month. New Service Contracts - number (count) of service contracts booked over the last full calendar month, excluding renewal contracts. New Service Volume - booked amount of service contracts over the last full calendar month. Repurchase Expiring Contracts - number (count) of contracts expiring over the next thirty days. Evergreen Finance Contracts - number (count) of finance contracts in Evergreen status as of latest date. Evergreen Service Contracts - number (count) of service contracts following the Evergreen renewal process on the reporting date (system date). Service Renewal Quotes - Number of quotes for service contracts that are under renewal. Renewed Service Contracts - number (count) of renewed service contracts as of the latest date. Performance Open Service Requests - number (count) of open service requests as of the latest date. Escalated Service Requests - number (count) of open escalated service requests as of the latest date. New Service Requests - number (count) of service requests filed over the last full calendar month. Past Due Service - past due receivables for service contracts as of the latest date. Past Due Finance - past due receivables for finance contracts as of the latest date. Total Past Due - total past due for the customer.
Analysis (tabbed component container) Contracts (tab)	Volume (chart) The Volume chart displays the total number and the average duration of service contracts and lease contracts. Series Dimensions (color) Major Contract Type Contract Status Contract Financial Product Line Service Name Period of Origination Period of Expiration Group Dimensions (bubble size) (none) Volume (sum) Note: The size of the bubble represents the Total Contract Value which is: Total financed cost for finance contracts Total of payments or initial face value for service contracts Sales (chart) The Sales chart displays the amount booked by year for service contracts and lease contracts. Sort Options Contract Start Date Contract Start Date by Booked (sum) Dimensions (value axis) Booked Cancelled / Terminated Series Dimensions (color) (none) Contract Type
Analysis (tabbed component container) Service Performance (tab)	Service Request Analysis (chart) The Service Request Analysis chart displays the number of service requests filed in each period. Sort Options Year / Month Year / Month by Record Count Series Dimensions (color) (none) Service Request Severity Escalated Service Request Status Service Name Coverage Name
Analysis (tabbed component container) Risk (tab)	Receivables (chart) The Receivables chart displays the measure of due and open receivables in aging buckets. The chart is empty until the user selects a currency. Sort Options Aging Bucket Aging Bucket by Receivables (sum) Series Dimensions (color) (none) Contract Type Customer Credit Class Contract Financial Product Contract Accrual Status Contract Investor Assignable Volume Segmentation (chart) The Volume Segmentation chart displays segmentation of NIV for active contracts as of the latest date and current period. The chart is empty until the user selects a currency. Sort Options Customer Country Customer Country by Financed Lease Amount (sum) Series Dimensions (color) Customer Country Customer State Asset Category Vendor Program Name Contract Investor Assignable Contract Financial Product Customer Credit Class Line Service name
Details (tabbed component container) Customers (tab)	Customer Details (results table) Column Sets Account and Party Location and Contact Financial Information Classification Bankruptcy Information Events Note: You can select values from the column sets to filter your results. The selected values are added to the Selected Refinements component and can be removed. View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Note: You must select two or more lines to compare customer detail records.
Details (tabbed component container) Service Requests (tab)	Service Requests (results table) Column Sets Details Entitlement Problem Summary Resolution View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Note: You must select two or more lines to compare service request records.
Details (tabbed component container) Lease Contracts (tab)	Headers (results table) Column Sets Contract Amount Net Investment and Residual IRR and Yields Billing and Receivables View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Note: You must select two or more lines to compare lease contract records. Lease Contract Management Page - Quick Link Note: You must select one or more lines to enable the link. Asset Lines (results table) Column Sets Details Amount Net Investment and Residual Billing and Receivables Corporate Book Tax Book View Options Hide / Show Columns Sort Reset table to default Actions Print Export
Details (tabbed component container) Service Contracts (tab)	Headers (results table) Column Sets Overview Bill To and Ship To Milestone Dates Leakage Pricing Forecast and Renewal View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Note: You must select two or more lines to compare service contract records. Service Contracts Management Page - Quick Link Note: You must select one or more lines to enable the link. Service Lines (results table) Column Sets Overview Bill To and Ship To Leakage Pricing and Billing Coverage View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Note: You must select two or more lines to compare service contract records.

Portfolio Management Page

The Portfolio Management page helps to ensure that the value for your customers is balanced with the value of your investment and risk. The information in the Portfolio Management page helps you benchmark the profitability and value between customers, contracts, assets, and sections of your portfolio, and determine the return on investment. The following is a partial display of the Portfolio Management Page.

From the Lease Super User responsibility, navigate to the Portfolio Management page:

(N) Renewals > Portfolio Management

the picture is described in the document text

Within the Portfolio Management page, you can analyze data using metrics, charts, graphs, and tables. The following describes the Portfolio Management page regions and components:

Region	Components
Advanced Search Search within	The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Bookmarks	The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements	The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the following attribute groups to view and select attribute names: Contract Status Asset Manufacturer Name Asset Location Customer Credit Class Asset Category Contract Financial Product Customer Industry Asset Status Asset Number Vendor Program Name Customer Name Contract Accrual Status Item Name Contract Start Date Contract End Date Asset Termination Date Contract Termination Date Contract Number Service Name
Metrics (tabbed component container)	The Metrics tabbed component container contains three metrics tabs: Portfolio Total Contracts - number (count) of booked, evergreen, and active contracts. Customers - Number of customers on active service and finance contracts as of the latest date. Vendors - number (count) of vendors in booked and evergreen contracts. Assets - number (count) of assets in active contracts. Asset Products - number (count) of distinct inventory items present in booked and evergreen contracts as of the latest date. Finance Contracts - number (count) of finance contracts. Net Investment - net investment balance in all asset lines in booked and evergreen status. Service Contracts - number (count) of active service contracts. Service Contracts Value - amount (sum) of active service contracts. Total Residual - sum of residual amount in booked contracts. Past Due - the amount that is past due as of the latest date from receivables. Service Products - number (count) of service lines as of the latest date. Financial New Financing Volume - financed amount of finance contracts booked over the last calendar month. Non Performing Investment - the NIV in non-accrual contracts. Total Receivables - remaining balance in open invoices. New Customers - number (count) of new customers in contracts booked over the last full calendar month. End of Term Contracts - number (count) of contracts expiring within the next thirty days. IPR Contracts - New Service Volume - booked amount of service contracts over the last full calendar month. Cancellations Lost Customers - number (count) of lost customers in the past six months. Default Customers - number (count) of customers in non-accrual status contracts. Non Performing Contracts - number (count) of contracts in non-accrual Status. Cancellations - number (count) of service contracts cancelled or terminated as of the latest date.
Analysis (tabbed component container) Contracts (tab)	Finance Contracts Value (chart) The Finance Contracts Value chart displays the NIV of active contracts as of the latest date (current period). Sort Options Customer Industry Customer Industry by Line Net Investment (sum) Series Dimensions (color) Customer Industry Contract Status Customer Credit Class Asset Category Customer Credit Risk Score Asset Residual Guarantor Type Asset Status Contract Accrual Status Asset Type Customer Credit Rating Contract Investor Assignable Contract Financial Product Service Contracts Value (chart) The Service Contracts Value chart displays the sum of future and expected payments for the current contract term of active contracts. Sort Options Customer Industry Customer Industry by Line Sub Total Amount (sum) Series Dimensions (color) Customer Industry Customer Credit Class Contracts Status Days to End of Term (EOT) Customer Country
Analysis (tabbed component container) Portfolio (tab)	Sales Analysis (chart) The Sales Analysis chart displays the number of contracts and contract volume booked (including renewals) of current active contracts. Series Dimensions (color) (none) Contract Financial Product Asset Manufacturer Name Asset Category Line Service Name Group Dimensions (Detail) (none) Contract Type Customer Industry Customer Credit Class Bubble Size (none) Volume (sum) Sales and Terminations (chart) The Sales and Terminations chart displays the volume booked and the volume cancelled or terminated over the last twelve months. For finance contracts, volume cancelled is the NIV of terminations (with or without return). For service contracts the volume cancelled or terminated is the sum of cancellation or termination amounts. Sort Options Customer Credit Class Customer Credit Class by Booked (sum) Customer Credit Class by Cancelled/Terminated (sum) Group Dimensions (Category axis) Customer Credit Class Customer Industry Asset Category Contract Type Customer Country Asset Manufacturer Name Contract Financial Product Line Service Name Item Name
Analysis (tabbed component container) Performance (tab)	Asset Performance (chart) The Asset Performance Analysis chart displays service requests and the trend of service requests over the last 12 months. Sort Options Year/Month Year/Month by Service Request Number (unique values) Series Dimensions (color) (none) Service Request Status Service Request Severity Contract Financial Escalated Service Performance Analysis (chart) The Service Performance Analysis chart displays the trend of time to resolution of service requests over the last 12 months. Sort Options Year/Month Year/Month by Time to Resolution (average) Series Dimensions (color) (none) Service Request Severity
Analysis (tabbed component container) Value (tab)	Yields (chart) The Yields chart displays the distribution of contract yields across active contracts as of the current period and latest date. Group Dimensions (X-axis) Contract After Tax Yield (sum) Contract After Tax IRR (average) Contract Pre Tax IRR (sum) Series Dimensions (color) Contract Pre Tax IRR Contract After Tax IRR Contract After Tax Yield
Details (tabbed component container) Lease Contracts (tab)	Headers (results table) Column Sets Contract Amount Net Investment and Residuals IRR and Yields Billing and Receivables Note: You can select values from the column sets to filter your results. The selected values are added to the Selected Refinements component and can be removed. View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Note: You must select two or more lines to compare lease contract detail records. Lease Contract Management Page - Quick Link Note: You must select a contract to enable this link. Asset Lines (results table) Column Sets Details Amount Net Investment and Residual Billing and Receivables Corporate Book Tax Book Note: You can select values from the column sets to filter your results. The selected values are added to the Selected Refinements component and can be removed. View Options Hide / Show Columns Sort Reset table to default Actions Print Export
Details (tabbed component container) Service Contracts (tab)	Headers (results table) Column Sets Overview Bill To Ship To Leakage Pricing Forecast Renewal Upcoming Renewal View Options Hide / Show Columns Sort Reset table to default Actions Print Export Service Contract Management Page - Quick Link Service Lines (results table) Column Sets Overview Bill To and Ship To Leakage Pricing and Billing New Set View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Note: You must select two or more lines to compare service contract detail records.
Details (tabbed component container) Service Requests (tab)	Service Requests (results table) Column Sets Details Coverage Customer Problem and Resolution View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Note: You must select two or more lines to compare service request records.

Vendor Management Page

The Vendor Management dashboard helps to drive partner loyalty. For those who use indirect sales models, this is the primary tool to help you drive business with your vendor and helps you to manage their cash flow. The Vendor Management page is organized around the following key activities:

Exceptions – Alerts are provided that guide users to critical actions that need to be taken to address time sensitive issues.
Charts – graphs, charts, metrics, and tables help users identify work and decisions that are critical to address.
Metrics – graphs, charts, metrics, and tables help users understand the overall state of relationships with vendors in the context of OLFM and service contract transactions.

From the Vendor Management page you can view vendor and partner information using metrics, charts, and results tables. The following is a partial display of the Vendor Management Page.

From the Lease Super User responsibility, navigate to the Vendor Management page:

(N) Renewals > Vendor Management

the picture is described in the document text

Within the Vendor Management page, you can analyze data using metrics, charts, graphs, and tables. The following describes the Vendor Management page regions and components:

Region	Components
Advanced Search Search within	The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Bookmarks	The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements	The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the following attribute groups to view and select attribute names: Contract Number Contract Start Date Contract End Date Customer Name Contract Term Duration Contract Book Classification Contract Status Funding Status Vendor Program Name Contract Line Type Contract Line Status Asset Category Asset Number Line Supplier Number Line Supplier Supplier Invoice Number Supplier Invoice Date Asset Manufacturer Fee Or Service Name Fee Or Service Effective From Fee Or Service Effective To Fee Type Item Name Item Description Line Pass-through Evergreen Payout Basis Line Pass-through Evergreen Stream Type Pass-through Payout Basis Pass-through Stream Type Pass-through Start Date Disbursement Date Install Site Serial Number Subsidy Customer Credit Class Credit Rating
Metrics (tabbed component container)	The Metrics tabbed component container contains three metrics tabs: Cash Pass-through Disbursements - Pass-through disbursements in the last 30 days. Advance Pass-through - Pass-through advances disbursed in the last 30 days. Pass-through Receipts - Receipts against invoices for pass-through invoices in the last 30 days. Assets Funded - Assets funded in the last 30 days. Expenses Funded - Expenses funded in the last 30 days. Overdue Disbursements - Disbursements overdue in the last 30 days. Business Vendor Asset Volume - Current net investment value of all funded assets. Vendor New Asset Volume - Financed Assets on contracts booked in the last 30 days. Service Sales - Estimated pass-through disbursements in contracts booked in the last 30 days. Funding YTD - Sum of all amounts funded to vendors (assets and expenses) from the beginning of the calendar year. Passthrough Amount - Sum of disburseable pass-through and service pass-through amounts in booked and Evergreen contracts within the last 30 days. Vendor Subsidies - Subsidies billable to third parties in booked contracts in the last 30 days. Passthrough Lines - Pass-through lines in booked and evergreen contracts. Usage Lines - Usage lines in booked and evergreen contracts. Vendor Programs - The number of unique Vendor Programs in contracts booked in the last 30 days. Origination Expenses Funded - Amounts funded in expense funding requests in the last 30 days. Assets Funded - Amounts funded in asset funding requests in the last 30 days. Expense Funded Amount - Expenses funded on contracts booked in the last 30 days. Asset Funded Amount - Assets funded on contracts booked in the last 30 days. Volume Closed - Financed amount of asset lines booked with a vendor associated in supplier invoice in the last 30 days. Volume Closed Ratio - Financed amount of asset lines booked in the last 30 days with a vendor associated in supplier invoice, divided by the financed amount of all asset lines booked in the last 30 days.
Analysis (tabbed component container) Vendors (tab)	Sales Volume (chart) The Sales Volume chart displays the volume sold over each period. Sort Options Contract Start Date Contract Start Date by Asset Amount (sum) Contract Start Date by Expense Amount (sum) Contract Start Date by Service Amount (sum)
Analysis (tabbed component container) Vendor Sales (tab)	Sales Trend (chart) Sort Options Line Supplier Line Supplier by Asset Amount (sum) Line Supplier by Expense Amount (sum) Line Supplier by Service Amount (sum) Series Dimensions (color) (none) Customer Credit Class Asset Category Asset Manufacturer Sales (chart) The Sales chart displays the number of customers over the past-due pass-through disbursement amounts over the last twelve months. Series Dimensions (color) (none) Asset Category Asset Manufacturer Customer Credit Class Detail (none) Line Supplier Bubble Size (none) Asset Amount (sum) Expense Amount (sum) Service Amount (sum)
Analysis (tabbed component container) Fundings (tab)	Asset Funding (chart) The Asset Funding chart displays trends of asset funded Amounts for contracts booked in the period. Sort Options Contract Start Date Contract Start Date by Assets (sum) Series Dimensions (color) (none) Asset Category Asset Manufacturer Line Supplier Expense Funding (chart) The Expense Funding chart displays trends of expense funded amounts for contracts booked in the period. Sort Options Contract Start Date Contract Start Date by Expenses (sum) Series Dimensions (color) (none) Asset Category Line Supplier Asset Manufacturer
Analysis (tabbed component container) Disbursements (tab)	Passthrough Status (chart) The Passthrough Status chart displays the pass-through disbursement status for the past 12 months. Sort Options Disbursement Period Disbursement Period by Billable Amount (sum) Disbursement Period by Billed Amount (sum) Disbursement Period by Receipt Amount (sum) Disbursement Period by Estimated Disbursement (sum) Disbursement Period by Eligible Disbursement (sum) Disbursement Period by Actual Disbursement (sum) Disbursement Period by Advance Disbursement (sum) Disbursement Period by Total Disbursement (sum) Disbursement Period by Overdue Disbursement (sum) Funding Analysis (chart) The Funding Analysis chart displays the aging of past-due disbursements by funding type in each aging bucket. Sort Options Due Buckets Due Buckets by Amount Due (sum) Series Dimensions (color) (none) Funding Type Line Supplier
Details (tabbed component container) Pass-Through Status (tab)	Pass-Through Status (results table) The Pass-Through Status results table displays the pass-through disbursement data over the past 12 months View Options Conditional Formatting Summaries Grand Summary Actions Print Export
Details (tabbed component container) Vendors (tab)	Vendors (results table) The Vendors results table displays the vendor details and metrics for volume booked over the last 12 months. View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Note: You must select two or more lines to compare records. Details Icon - click the details icon to view Record Details for that row.
Details (tabbed component container) Fundings (tab)	Fundings (results table) The Fundings results table displays the asset, expense and advance disbursement fundings completed over the last 12 months. View Options Hide / Show Columns Sort Reset table to default Actions Print Export
Details (tabbed component container) Passthroughs (tab)	Passthroughs (results table) The Passthroughs results table displays the pass-through disbursement data over the last 12 months by supplier and contract. View Options Summary Rows Grand Summary Row Hide / Show Columns Sort Reset table to default Actions Print Export Compare Note: You must select two or more lines to compare records. Details Icon - click the details icon to view Record Details for that row.
Details (tabbed component container) Subsidies (tab)	Subsidies (results table) The Subsidies results table displays subsidies that were applied to contracts over the last 12 months. View Options Hide / Show Columns Sort Reset table to default Actions Print Export

Lease Contract Management Page

The Lease Contract Management page provides information to better manage your lease contracts. The information from this page helps to increase operational efficiency by identifying exception situations that require immediate attention, and provides insights to help you take action. The Lease Contract Management page is organized around the following key activities:

Exceptions – Alerts are provided that guide users to critical actions that need to be taken to address risks to the contract.
Workload Balance – graphs, charts, metrics, and tables help users identify decisions that are critical to address.
Metrics – graphs, charts, metrics, and tables.

From the Lease Contract Management page you can view information using metrics, charts, and results tables. The following is a partial display of the Lease Contract Management Page.

From the Lease Super User responsibility, navigate to the Lease Contract Management page:

(N) Renewals > Lease Contract Management

the picture is described in the document text

Within the Lease Contract page, you can analyze data using metrics, charts, graphs, and tables. The following describes the Lease Contract Management page regions and components:

Region	Components
Advanced Search Search within	The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Bookmarks	The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements	The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the following attribute groups to view and select attribute names: Contract Type Contract Number Contract Status Functional Currency Customer Name Customer Number Asset Number Asset Type Asset Class Contract Line Status Quote Reason Quote Type Description Contract Start Date Contract End Date Line Net Investment Asset Number Inv Supplier Ship To Site Contract Termination Date Vendor Name Vendor Number Vendor Program Name
Metrics (tabbed component container)	The Metrics tabbed component container contains two metrics tabs: Contracts Contracts - number (count) of booked and evergreen contracts. Customer - Number of customers on active service and finance contracts as of the latest date. Net Investment - net investment balance in all asset lines in booked and evergreen status. Residual Value - residual amount in all booked contracts. Open Receivables - remaining balance in open invoices. Vendors - number (count) of vendors in booked and evergreen contracts. Performance Pending Renewal - number (count) of lease contracts with at least one renewal quote in accepted status. Termination Rate % - number (count) of terminated asset lines (termination date in the last full month) divided by the number (count) of active lines (booked and evergreen). Approved - approved termination and renewal quotes asset lines. Submitted - submitted for approval termination and renewal quotes asset lines. Accepted Renewals - number (count) of asset lines in accepted renewal quotes. Accepted Terminations - number (count) of asset lines in accepted termination quotes. Completed Renewals - number (count) of processed renewal lines (renewal assets booked) in the last 30 days. Completed Terminations - number (count) of terminated asset lines in the last 30 days. Cancelled Terminations - number (count) of cancelled asset lines in accepted quotes in the last 30 days.
Analysis (tabbed component container) Contracts (tab)	NIV Segmentation (chart) The NIV Segmentation chart displays segmentation NIV of active contracts (Booked and Evergreen contracts). Sort Options Contract Status Contract Status by Line Net Investment (sum) Series Dimensions (color) Contract Status Asset Manufacturer Contract Investor Assignable Contract Accrual Status Contract Book Classification Contract Yield Distribution Sort Options Contract Pre Tax IRR Contract Pre Tax IRR by Contract Number (unique values) Group Dimensions (category axis) Contract Pre Tax IRR Contract After Tax IRR Contract After Tax Yield Subsidized After Tax IRR Subsidized Pre Tax IRR
Analysis (tabbed component container) Operations (tab)	Rebooks (chart) The Rebooks chart displays the source of rebooks that occurred over the last periods. Sort Options Rebook Reason Rebook Reason by Contract Number (unique values) Series Dimensions (color) Rebook Reason Rebook Type Rebook Analysis (chart) The Rebook Analysis chart displays the evolution of rebooks by NIV across periods. Sort Options Revision Date Revision Date by Contract Number (unique values) Group Dimensions (value axis) Number of Contracts Residual Amounts Net Investment Series Dimensions (color) (none) Rebook Reason Rebook Type
Analysis (tabbed component container) Repurchase (tab)	Repurchases (chart) The Repurchases chart displays the number of assets by days to end of term (EOT). Sort Options Days to EOT Days to EOT by Number of Assets (sum) Group Dimensions (value axis) Number of Assets Residual Series Dimensions (color) (none) Quote Status Item Category Quotes (chart) The Quotes chart displays the number of approved and accepted quotes by days to expiration or days to End of Term (EOT) within a calendar year. Sort Options Calendar Period Year Calendar Period Year by Approved (sum) Calendar Period Year by Accepted (sum) Group Dimensions (category axis) Calendar Period Year Calendar Period Name Series Dimensions (color) (none) Days to Expiration Days to EOT
Analysis (tabbed component container) Terminations (tab)	Termination and Repurchase (chart) The Termination and Repurchase chart displays NIV of terminated and expired assets, and gain/loss on terminations. Dimensions (x-axis) NIV Expired (sum) NIV Terminated (sum) Series Dimensions (color) (none) Asset Manufacturer Item Name Asset Class Detail (none) Days to EOT Quote Type Description Quote Reason Description Bubble Size (none) NIV Expired (sum) Quote Gain Loss (sum) NIV Terminated (sum) Termination Trend (chart) The Termination Trend Chart displays evolution of NIV of terminated or expired contracts, and gain/loss on termination. Sort Options Year Year by NIV Expired (sum) Year by NIV Terminated (sum) Year by Quote Gain Loss (sum) Year by Record Count Group Dimensions (category axis) Year Month
Details (tabbed component container) Contracts (tab)	Summary (results table) Column Sets Overview Financial Summary Yields Billing and Receivables Past Due Amounts Current Balances Actions - within this column set, customers can select the following actions to open AOF pages: View Quotes - customers can select this action to open the contract generic quote page and search further for quotes. Termination Quotes - select this action to open the contract termination quotes page where you can select quotes for further processing. View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Note: You must select two or more lines to compare records.
Details (tabbed component container) Fee and Services (tab)	Contract Lines (results table) View Options Hide / Show Columns Sort Reset table to default Actions Print Export
Details (tabbed component container) Assets (tab)	Asset Lines (results table) Column Sets Billing Amounts Vendor Tax Book Corporate Book Customer Up Front Tax View Options Hide / Show Columns Sort Reset table to default Actions Print Export
Details (tabbed component container) Quotes (tab)	Quotes (results table) Column Sets Quotes Assets Contracts Actions - within the Actions column set, there are three linked options for each quote line: View Quote - select this link to open the View Quote page. Approve Quote - select this link to open the Approve Quote page. Termination Quote - select this link to open the Termination Quote page. View Options Hide / Show Columns Sort Reset table to default Actions Print Export

Service Contract Management Page

The Service Contract Management page provides information to manage and prioritize service contracts for renewal. The Service Contract Management page is organized around the following key activities:

Exceptions – alerts are provided that guide users to prioritize actions that are required to address renewal risk.
Workload Balance – graphs, charts, metrics, and tables help users identify contracts that are critical to prioritize, monitor progress on renewal cycle, and provide insight into renewal performance.

From the Service Contract Manager responsibility, navigate to the Service Contract Management page:

(N) Renewal Command Center > Service Contract Management

From the Lease Super User responsibility, navigate to the Service Contract Management page:

(N) Renewals > Service Contract Management

the picture is described in the document text

Within the Service Contract page, you can analyze data using metrics, charts, graphs, and tables. The following describes the Service Contract Management page regions and components:

Region	Components
Advanced Search Search within	The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Bookmarks	The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements	The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the following attribute groups to view and select attribute names: Header Details Parties Services Covered Levels Instance Details Renewal
Metrics (tabbed component container)	The Metrics tabbed component container contains two metrics tabs: Contracts Active - number (count) of active service contracts Expired - number (count) of expired service contracts Terminated - number (count) of service contracts On Hold - number (count) of service contracts in Hold status Renewal Quotes - number (count) of renewal quotes that are under negotiation Customers - Number of customers on active service and finance contracts as of the latest date. Third Parties - number (count) of distinct third parties in service contracts Value Active Contract Amount - the amount of contracts that are active as of the latest date Termination Amount - the amount of contracts that are terminated as of the latest date Open Quote Amount - contract amount on the contract renewal quotes that are under negotiation Canceled Amount - the amount of contracts that are canceled as of the latest date
Analysis (tabbed component container) Contracts (tab)	Volume (chart) The Volume chart displays total contract amount (sum) by contract category. Sort Options Contract Category Contract Category by Amount (sum) Contract Category by Cancellation Amount (sum) Contract Category by Termination Amount (sum) Contract Category by Number of Contracts (unique values) Group Dimensions (category axis) Contract Category Contract Status Negotiation Status Service Name Contract Group Distribution The Contract Distribution chart displays contract volume and percentage by contract groups. Sort Options Name Name by Amount (sum)
Analysis (tabbed component container) Renewals (tab)	Renewal Aging (chart) The Renewal Aging chart displays the contract amount that is available for renew versus the amount for which the quotes have been created and are under negotiation, classified by due days to end of term. Sort Options Age Bucket Age Bucket by Available to Book (sum) Age Bucket by Quoted Amount (sum) Age Bucket by Cancellation Amount (sum) Quotes (chart) The Quotes chart displays contract volume and percentage by negotiation status. Sort Options Negotiation Status Negotiation Status by Amount (sum)
Analysis (tabbed component container) Risk (tab)	Renewal Leakage (chart) The Renewal Leakage chart displays contract volume and percentage by cancellation reason, termination reason, and service name. Sort Options Service Name Service Name by Leakage Amount (sum) Series Dimensions (color) Service Name Termination Reason Cancellation Reason Value vs Risk (chart) The Value vs Risk chart displays the contract value rating and risk rating by contract status or negotiation status. The chart also displays the number of contracts by bubble size. Series Dimensions (color) Negotiation Status Contract Status Bubble Size (none) Number of Contracts (unique values)
Analysis (tabbed component container) Performance (tab)	Renewal Trend (chart) The Renewal Trend chart displays contract amount, cancellation amount, termination amount (optionally by contract categories) rolling up by fiscal year. Sort Options Fiscal Month Fiscal Month by Amount (sum) Fiscal Month by Cancellation Amount (sum) Fiscal Month by Termination Amount (sum)
Details (tabbed component container) Contracts (tab)	Headers (results table) Column Sets Overview Bill To Ship To Milestone Dates Leakage Pricing Forecast Renewal Upcoming Renewal Actions View Contracts Detail View Approval History View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Note: You must select two or more lines to compare records. Mass Update Quick Links Details Icon - displays record details for the selected row. Note: You must select one or more lines to enable the link.
Details (tabbed component container) Services (tab)	Services (results table) Column Sets Overview Bill To Ship To Leakage Pricing and Billing Payment Coverage Exception Coverage View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Note: You must select two or more lines to compare records. Quick Links Details Icon - displays record details for the selected row. Note: You must select one or more lines to enable the link.
Details (tabbed component container) Covered Levels (tab)	Covered Levels (results table) Column Sets Overview Instance Details Leakage Pricing and Billing View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Note: You must select two or more lines to compare records. Quick Links Details Icon - displays record details for the selected row. Note: You must select one or more lines to enable the link.

Oracle Contract Renewal Command Center Plus Product Configuration

Setting Up Oracle Contract Renewal Command Center Plus

Oracle Contract Renewal Command Center Plus product configuration setup must be completed after the installation and common configurations are completed as described in Oracle E-Business Suite Information Discovery Globalization Guide, Release 12.2 V8 (Doc ID: 2214432.1).

Setup and Configuration Steps

To set up Oracle Contract Renewal Command Center Plus, you must complete the following steps:

Setting Access Control by assigning UMX roles and updating access grants.
Setting Profile Options to ensure appropriate data is loaded for analysis.
Loading Oracle Contract Renewal Command Center data to the Data Domain by running graphs provided.
Scheduling Setup for incremental data loads and full data refresh.

Setting Access Control

Based on the roles and responsibilities of the different business users, access to the Oracle Contract Renewal Command Center Plus dashboards are set up using the Role Based Access Control (RBAC) feature of Oracle E-Business Suite.

Oracle Contract Renewal Command Center Plus includes the following menu and functions to access the various dashboards.

Under OKL_SUPER_USER_MENU (Lease Super User Menu):

Sub Menu Code	Function Code	Function Name
OKL_CRCC_HYBRID (CRCC Hybrid Menu)	OKL_CRCC_ENDECA_CUSTOMER_PG	CRCC: Customer Management Page
	OKL_CRCC_ENDECA_PORTFOLIO_PG	CRCC: Portfolio Management Page
	OKL_CRCC_ENDECA_VENDORS_PG	CRCC: Vendor Management Page
	OKL_CRCC_ENDECA_OKL_CNT_PG	CRCC: Lease Contract Management Page
	OKL_CRCC_ENDECA_OKS_PG	CRCC: Service Contract Management Page

Under OKS_MANAGER_TOP_LEVEL_MENU_R12 (OKS Manager Top level menu):

Sub Menu Code	Function Code	Function Name
OKS_COMMAND_CENTER_R12	OKS_CRCC_ENDECA_CUST_PG	OKS CRCC Endeca Customer Page
	OKS_ENDECA	CRCC Service Contracts Management Page

The following roles have been seeded for Oracle Contract Renewal Command Center Plus:

Role Name	Internal Code Name
CRCC Lease Access Role	UMX\|OKL_CRCC_ENDECA_ACCESS_ROLE
CRCC Service Access Role	UMX\|OKS_ENDECA_ACCESS_ROLE

The following are the permission sets created to control access to each of the dashboards in CRCC:

Permission Sets	Internal Code Name
CRCC Customer Permission Set	OKL_CRCC_CUSTOMER_PS
CRCC Lease Contracts Permission Set	OKL_CRCC_ENDECA_OKL_CNT_PS
CRCC Portfolio Permission Set	OKL_CRCC_PORTFOLIO_PS
CRCC Vendors Permission Set	OKL_CRCC_VENDORS_PS
CRCC Service Contract Permission Set	OKS_ENDECA_ACCESS_PS
CRCC Customer Permission Set (Service Only)	OKS_CRCC_ENDECA_CUST_PS

The following are the grants to the seeded roles:

Grant Name	Description	Permission Set	Security Context Grantee
CRCC Customer Grant	CRCC Customer Grant	CRCC Customer Permission Set	CRCC Lease Access Role
CRCC Portfolio Grant	CRCC Portfolio Grant	CRCC Portfolio Permission Set	CRCC Lease Access Role
CRCC Lease Contracts Grant	CRCC Lease Contracts Grant	CRCC Lease Contracts Permission Set	CRCC Lease Access Role
CRCC Vendors Grant	CRCC Vendors Grant	CRCC Vendors Permission Set	CRCC Lease Access Role
CRCC Service Contracts Grant	CRCC Service Contracts Grant	CRCC Service Contracts Permission Set	CRCC Lease Access Role
OKS_ENDECA_ACCESS_GRANT	CRCC Service Contracts Grant	CRCC Service Contracts Permission Set	CRCC Service Access Role
OKS_ENDECA_CUST_GRANT	CRCC Service Customer Grant	CRCC Customer Permission Set (Service Only)	CRCC Service Access Role

Oracle recommends that you use and add 'CRCC Lease Access Role' (Internal Code Name: UMX|OKL_CRCC_ENDECA_ACCESS_ROLE) with Lease Super User Responsibility, and 'CRCC Service Access Role' (Internal Code Name: UMX|OKS_ENDECA_ACCESS_ROLE) with Service Contracts Manager responsibility to grant access to menu items of CRCC. The roles can also be used with custom responsibilities using the same menu.

If you want to use the above access roles with more than one responsibility, then you must add an additional grant with a security context corresponding to each responsibility. You can add grants for a given role as a separate process while you are adding the role to the responsibility. For assigning UMX roles and grants, refer to Appendix C in Oracle E-Business Suite Information Discovery Globalization Guide, Release 12.2 V8 (Doc ID: 2214432.1).

Profile Options for Oracle Contract Renewal Command Center Plus

You must set the following profile options:

Profile Option Name	Description
Enable CRCC for Oracle Lease Management	This profile option enables you to load the Finance contracts into the okl-oks-crcc data domain to view customer management and portfolio management dashboard.
Enable CRCC for Oracle Service Contracts	This profile option enables you to load the Service contracts into the okl-oks-crcc data domain to view customer management and portfolio management dashboard.
OKS: Contract Extraction Reference Date	This profile option specifies the reference date from which expired, terminated, and canceled service contracts are to be loaded during a full load. This does not govern active contracts.
OKL: CRCC EXTRATION FROM DATE	This profile option specifies the reference date from which expired and terminated finance contracts are to be loaded during a full load. This does not govern active contracts.

Loading Data into the Data Domain for Oracle Contract Renewal Command Center Plus

Clover ETL graphs within Endeca server queries data source Views in E-Business suite and does a full data load to the appropriate data domain. The first data load must be a full load where the required data for analysis is loaded, and from there on the changed data is incrementally loaded on a periodic basis according to business requirements. Incremental data load updates the changed records in Oracle E-Business Suite to the data domain as of the last load. After the successful data load, the Oracle Contract Renewal Command Center Plus pages can be viewed.

Data Domains and Data Sources for Oracle Contract Renewal Command Center Plus

Data sources are defined in the data domain and are used to query data for different pages in Oracle Contract Renewal Command Center Plus. The following data domains and data sources are included with Oracle Contract Renewal Command Center Plus:

Data Domain Name	Data Source Name	Purpose
okl-oks-crcc	okl-oks-crcc	Holds data that is common between Finance and Service Contracts. The Customer Management and Portfolio Management pages utilize the data in this data domain.
okl-crcc	okl-crcc	Holds data that is specific to Finance Contracts. The Vendor Management and Lease Contract Management pages utilize the data in this data domain
oks-crcc	oks-contract	Holds data that is specific to Finance Contracts. The Vendor Management and Lease Contract Management pages utilize the data in this data domain

You can load data by running the ETL graphs provided under the CRCC sandboxes okl-oks-crcc, okl-crcc, and oks-contract.

To load data to the data domains

Using the URL for the EID Integrator Server, navigate to the Sandboxes page and expand the graph node under any of the above sandboxes.
Graphs to load data include:
- Full.grf: This graph loads the metadata and data from the appropriate views to the corresponding CRCC data domain on the Endeca server.
- Incremental.grf: Incremental data load will update changed records in EBS to the data domain since the last successful load. It will also load any new records since the last load.
  
  Note: Data deleted in EBS will not be removed from Endeca by running Incremental Graph. You must complete a full refresh by running the Full.grf graph to remove all the data from Endeca and then reload the required data.
  
  Refer to Oracle E-Business Suite Information Discovery Globalization Guide, Release 12.2 V8 (Doc ID: 2214432.1) for more information on data upload into the Endeca server.

Setting Up the Scheduler for Data Loads

After the initial data upload, depending on your organization requirements, you can determine how often the incrementally changed data from Oracle E-Business Suite must be loaded into the appropriate data domain. You can also schedule periodic full refresh which deletes all data from data domain and repopulates the required data.

To schedule a data load job in the Integrator

Login to the Integrator server using your Clover login.
Click the Scheduling tab.
Select the New Schedule link.
Enter a Description for the scheduler.
Select Periodic as the Type.
Select by interval as the Periodicity.
Enter a start date and time in the Not active before date/time field.
Enter an end date and time in the Not active after date/time field.
Enter a value in the Interval (minutes) field.
Ensure you select the Fire misfired event as soon as possible check box.
Select Start a graph from the Task Type list.
12. Select the appropriate Sandbox and the graph for schedule to run. I.e. Full.grf/Incremental.grf.
Click Create to set the scheduler.

Views for Oracle Contract Renewal Command Center Plus

The following views are used to load Oracle Contract Renewal Command Center data to the Data Domain:

View Name	Purpose
OKS_K_REPRT_ENDECA_V	This is the view which retrieves Service Contract information such as the header, lines, and covered level. This feeds the primary data for the oks-crcc data domain.
OKS_ENDECA_CONTRACT_COMN_V	This is the view which retrieves Service Contract information such as header, lines, and invoice details. This feeds the primary data for the okl-oks-crcc data .
OKS_ENDECA_PARTIES_V	This view is used to obtain the service contract party related information. This is used in the okl-oks-crcc data domain.
OKL_ENDECA_CONTRACTS_V	This view retrieves the contract level information of Finance Contracts. This is used in both okl-oks-crcc and okl-crcc data domains.
OKL_ENDECA_PARTIES_V	This view is used to obtain the finance contract party related information. This is used in the okl-oks-crcc data domain.
OKL_ENDECA_SRS_V	This view is used to obtain Service Request information relating to customers that have either a service contract or a finance contract. This is used in the okl-oks-crcc data domain.
OKL_ENDECA_QUOTES_V	This view is used to obtain the information relating to Middle-of-Term and End-of-Term quotes associated with Finance Contracts. This is used in the okl-crcc data domain.
OKL_ENDECA_TCS_V	This view is used to load the information relating to the terms and conditions of finance contracts. This is used in the okl-crcc data domain.
OKL_ENDECA_REBOOK_V	This view is used to obtain the information of re-booked Finance Contracts. This is used in the okl-crcc data domain.
OKL_ENDECA_VENDORS_V	This view is used to obtain the cash flow information relating to vendors associated with Finance Contracts. This is used in the okl-crcc data domain.