This chapter covers the following topics:
Before you implement Oracle Service Contracts, confirm the following:
| Required | Setup |
|---|---|
| Yes | Set up System Administrator |
| Yes | Define Key Flexfields |
| Yes | Define Calendar, Currency, and Set of Books |
| Yes | Set up Organizations |
| Yes | Set up Employees |
| Yes | Set up Oracle Inventory |
| Optional | Set up Oracle Bills of Material |
| Optional | Set up Oracle Work in Process |
| Yes | Set up Oracle Order Management |
| Yes | Set up Oracle Advanced Pricing |
| Optional | Set up Oracle TeleService |
| Optional | Set up Oracle Knowledge Management |
| Optional | Set up Notes |
| Yes | Set up Resources |
| Yes | Set up Install Base |
| Optional | Set up Oracle Depot Repair |
| Optional | Set up Oracle Contracts |
Perform the following setups:
Define responsibilities. See Oracle Applications System Administrator's Guide.
Set up printers (optional). See the topic about setting up printers in Oracle Applications System Administrator's Guide.
Coordinate the flexfield setup among other applications such as Oracle Human Resources Management Systems and Oracle Inventory, before defining the key flexfields for Oracle Service Contracts. You should not modify flexfields frequently. For more information, see Oracle Applications Flexfields Guide.
For each key flexfield, perform the following tasks (some are optional):
Define the flexfield structure
Define value sets
Define flexfield segments
Define flexfield segment values
Define security rules
Assign security rules
Define roll–up groups
Define cross–validation rules
Set up the following Accounting flexfield (you may not need to perform this step if you have already installed and set up Oracle General Ledger or performed a common–applications setup. For additional information, see Oracle General Ledger User Guide.
Set up the following Human Resources key flexfields (you may not need to set up these key flexfields if you have already installed and set up Oracle Human Resource Management Systems or performed a common–applications setup. For additional information, see Oracle Human Resources Management Systems Implementation Guide.
Grade
Job
Position
People Group
If you defined your calendars, currencies, and set of books for other Oracle Applications, proceed to the next step.
Note: If you are performing a Multi–Org implementation, you may optionally create more than one calendar, currency, or set of books. See:Multiple Organizations in Oracle Applications.
Perform the following tasks:
Set up calendars. See Defining Calendars in Oracle General Ledger User Guide.
Define period types. See Defining Period Types in Oracle General Ledger User Guide.
Define accounting calendar. See Defining Calendars in Oracle General Ledger User Guide.
Define transaction calendar. See Defining Transaction Calendars in Oracle General Ledger User Guide. (Optional)
Define workday calendar. See Overview of Workday Calendar in Oracle Bills of Material User's Guide. (Optional)
Define exception templates. See Creating a Workday Exception Template in Oracle Bills of Material User's Guide. (Optional)
Define currencies. See Defining Currencies in Oracle General Ledger User Guide.
Define conversion rate types. See Defining Conversion Rate Types in Oracle General Ledger User Guide.
Assign your set of books to a responsibility. See Assigning Responsibility to Set of Books in Oracle General Ledger User Guide.
Set up currency rates.
Set up accounting code combinations. See Setting up Accounting Code Combinations in Oracle General Ledger User Guide.
Open and close accounting periods. See Opening and Closing Accounting Periods in Oracle General Ledger User Guide.
You may not need to perform this step if you have installed and set up Oracle Inventory or performed an Oracle Common Application Components setup. For the following tasks relating to setting up organization, see the Oracle Human Resources Management Systems Implementation Guide.
Define organization QuickCodes
Define business groups
Define organizations
Define human resources organizations
Define legal entities organizations
Define Oracle users for operating–unit organizations
Assign operating units to legal entities
Set up inventory organizations. For the tasks relating to setting up inventory organizations, see Oracle Inventory User's Guide
Define organization hierarchies. See Oracle Human Resources Management Systems Implementation Guide
Assign business groups and operating units to responsibilities (make sure that the profile option HR: Business Group is set at the responsibility level to the business group for that responsibility. See Oracle Human Resources Management Systems Implementation Guide
Define profile options:
MO: Security Profile
Top Reporting Level
You enter and maintain employees in Oracle Human Resources Management Systems. If you do not install Oracle Human Resources Management Systems with Oracle Depot Repair, you can use the Enter Employee form to define and maintain employees in Oracle Purchasing.
Confirm the setup of Oracle Inventory. If your company sells services but does not sell goods you will still need to set up contract items in Oracle Inventory. See the Oracle Inventory User's Guide.
Note: Prior to setting up Items in Oracle Inventory, you must set up Coverage Templates, Oracle Service Contracts User Guide and Subscription Templates, Oracle Service Contracts User Guide.
Confirm the setup of Oracle Bills of Material. If your company sells services but does not sell goods you do not need to perform this setup. See the Oracle Bills of Material User's Guide.
Confirm the setup of Oracle Work in Process. If your company sells services but does not sell goods you do not need to perform this setup. See the Oracle Work in Process User's Guide.
Confirm the setup of Oracle Order Management. See the Oracle Order Management User's Guide.
Oracle Service Contracts uses Oracle Advanced Pricing for discounts and pricing. In addition, the APIs which Oracle Service Contracts calls for pricing covered products are part of Oracle Advanced Pricing. Oracle Advanced Pricing is required to implement that feature. Confirm the setup of Oracle Advanced Pricing. See the Oracle Advanced Pricing User's Guide.
Note: There are limited situations where a customer would not use Oracle Advanced Pricing when implementing Oracle Service Contracts.
Confirm the setup of Oracle TeleService. See the Oracle TeleService Implementation Guide.
Confirm the setup of Oracle Knowledge Management. See Oracle Knowledge Management Implementation Guide.
Set up Notes. See the Oracle Common Application Components Implementation Guide
Set up Resources. See the Oracle Common Application Components Implementation Guide.
Confirm the setup of Oracle Installed Base. See the Oracle Installed Base Implementation Guide.
Confirm the setup of Oracle Depot Repair. See the Oracle Depot Repair Implementation Guide.
Confirm the setup of Oracle Contracts. See the Oracle Contracts Implementation and Administration Guide.
The following table provides an overview of this guide, and highlights procedures and appendices that you will use in your implementation. It also lists whether a setup is required, optional, or not applicable (NA) for warranty lines, extended warranty lines, subscription lines, and usage lines.
| Implementation Setups | Warranty Lines | Extended Warranty Lines | Subscription Lines | Usage Lines |
|---|---|---|---|---|
| Setting Up Oracle Service Contracts - General Setups | The following lists the required Oracle Service Contracts setups for warranty lines: | The following lists the required Oracle Service Contracts setups for extended warranty lines: | The following lists the required Oracle Service Contracts setups for subscription lines: | The following lists the required Oracle Service Contracts setups for usage lines: |
| Extend lookup codes | Required | Required | Required | Required |
| Map time units of measure | Required | Required | Required | Required |
| Set up status and operations | Required | Required | Required | Required |
| Register a new source as a JTF object | Optional | Optional | Optional | Optional |
| Define a process | Optional Although optional, this setup is generally part of most implementations |
Optional Although optional, this setup is generally part of most implementations |
Optional Although optional, this setup is generally part of most implementations |
Optional Although optional, this setup is generally part of most implementations |
| Define quality assurance checklists | NA | Optional Although optional, this setup is generally part of most implementations |
Optional Although optional, this setup is generally part of most implementations |
Optional Although optional, this setup is generally part of most implementations |
| Define roles and role sources | NA | Optional | Optional | Optional |
| Set up categories | Required Assumes you have set up your own responsibilities |
Required Assumes you have set up your own responsibilities |
Required Assumes you have set up your own responsibilities |
Required Assumes you have set up your own responsibilities |
| Define coverage types | Required | Required | NA | NA |
| Define standard coverage and subscription templates | Required | Required | Required | NA |
| Create contract items in Oracle Inventory | Required | Required | Required | Required |
| Define contract groups | Optional Although optional, this setup is generally part of most implementations |
Optional Although optional, this setup is generally part of most implementations |
Optional Although optional, this setup is generally part of most implementations |
Optional Although optional, this setup is generally part of most implementations |
| Set up autonumbering | Optional | Optional | Optional | Optional |
| Define service availability | NA | Optional | NA | NA |
| Define service cotermination | NA | Optional | NA | NA |
| Set up multi-org access control (MOAC) | Optional | Optional | Optional | Optional |
| Set up the approvals management engine (AME) | NA Warranty lines are not authored. They are created automatically. |
Optional | Optional | Optional |
| Setting Up Service Pricing and Billing | The following lists the required Service Pricing and Billing setups for warranty lines: | The following lists the required Service Pricing and Billing setups for extended warranty lines: | The following lists the required Service Pricing and Billing setups for subscription lines: | The following lists the required Service Pricing and Billing setups for usage lines: |
| Create billing profiles | NA | Optional | Optional | Optional |
| Enable invoice level loading | NA | Optional | Optional | Optional |
| Enable invoice previewing | NA | Optional | Optional | Optional |
| Set up transaction types | NA | Required | Required | Required |
| Set up batch transaction sources | NA | Required | Required | Required |
| Set up transaction flexfield segments | NA | Required | Required | Required |
| Price service, subscription, and usage | NA | Required | Required | Required |
| Enable multi-currency price list support | NA | Optional | Optional | Optional |
| Enable advanced attribute sourcing | NA | Optional | Optional | Optional |
| Run the build attribute mapping rules for pricing qualifiers and attributes | NA | Optional | Optional | Optional |
| Define sales territories to assign vendor contacts | NA | Optional | Optional | Optional |
| Execute billing through concurrent programs | NA | Required | Required | Required |
| Enable credit card support | NA | Optional | Optional | Optional |
| Set up partial period attributes within Global Contracts Defaults | NA | Optional | Optional | Optional |
| Setting Up Events | The following lists the required Events setups for warranty lines: | The following lists the required Events setups for extended warranty lines: | The following lists the required Events setups for subscription lines: | The following lists the required Events setups for usage lines: |
| Define condition templates | Optional | Optional | Optional | Optional |
| Use query conditions | Optional | Optional | Optional | Optional |
| Review errors from asynchronous processing | Optional | Optional | Optional | Optional |
| Use the events controller | Optional | Optional | Optional | Optional |
| Enable service request creation based on contract events | Optional | Optional | Optional | Optional |
| Start the event and outcome listeners | Optional | Optional | Optional | Optional |
| Start the workflow background process | Optional | Optional | Optional | Optional |
| Run the date assembler | Optional | Optional | Optional | Optional |
| Troubleshoot the events process | NA | Optional | Optional | Optional |
| Setting Up Automatic Renewals | The following lists the required Automatic Renewals setups for warranty lines: | The following lists the required Automatic Renewals setups for extended warranty lines: | The following lists the required Automatic Renewals setups for subscription lines: | The following lists the required Automatic Renewals setups for usage lines: |
| Create a process definition for renewals | NA | Optional | Optional | Optional |
| Define independent conditions for the renewal | NA | Optional | Optional | Optional |
| Confirm renewal defaults | NA | Required Required for manual renewals, automatic renewal setups are optional. |
Required Required for manual renewals, automatic renewal setups are optional. |
Required Required for manual renewals, automatic renewal setups are optional. |
| Start the workflow background process for renewals | NA | Optional | Optional | Optional |
| Run the date assembler for renewals | NA | Optional | Optional | Optional |
| Confirm the automatic renewal | NA | Optional | Optional | Optional |
| Create and enable templates for e-mails to customers | NA | Optional | Optional | Optional |
| Troubleshoot the automatic renewals process | NA | Optional | Optional | Optional |
| Enabling Integrations within the Oracle E-Business Suite | The following lists the required integrations within the E-Business Suite for warranty lines: | The following lists the required integrations within the E-Business Suite for extended warranty lines: | The following lists the required integrations within the E-Business Suite for subscription lines: | The following lists the required integrations within the E-Business Suite for usage lines: |
| Enable the quick menu | NA | Optional | Optional | Optional |
| Define the contract terms library | NA | Optional | Optional | Optional |
| Migrate clauses to the contract terms library | NA | Optional | Optional | Optional |
| Set up defaults for services affected by Oracle Installed Base ownership transfers | Optional | Optional | NA | NA |
| Personalize HTML views | Optional | Optional | Optional | Optional |
| Appendix: System Profiles | You must set up System Profiles for warranty lines. | You must set up System Profiles for extended warranty lines. | You must set up System Profiles for subscription lines. | You must set up System Profiles for usage lines. |
| Set up system profile options | Required | Required | Required | Required |
| Appendix: Lookups | You must set up Lookups for warranty lines. | You must set up Lookups for extended warranty lines. | You must set up Lookups for subscription lines. | You must set up Lookups for usage lines. |
| Define lookup codes | Required | Required | Required | Required |
| Appendix: Concurrent Programs | You must run Concurrent Programs for warranty lines. | You must run Concurrent Programs for extended warranty lines. | You must run Concurrent Programs for subscription lines. | You must run Concurrent Programs for usage lines. |
| Run concurrent programs | Required | Required | Required | Required |