This appendix covers the following topics:
During implementation, set a value for each Oracle Lease and Finance Management profile option to specify how Lease and Finance Management controls access to and processes data.
See: Setting User Profile Options, Oracle Applications System Administrator's Guide - Maintenance
Profile options are grouped into one or more profile option categories enabling you to view only the profile options that pertain to your application or function.
Lease and Finance Management Categories
This section describes profile options by category.
The tables in this section provide profile option information as follows:
The Default column displays either the default profile option value in italics, or No Default if none exists.
The User Access column indicates whether you can view or update the profile option.
The System Administration: Site, Application, Responsibility, and User columns indicate at which levels the system administrator can update these profile options.
The key for each table is:
+ - You can update the profile option.
V - You can view the profile option but cannot change it.
0 - You cannot view or change the profile option.
The table below lists the profile options that control the accounting feature.
Profile Option Name and Level | User | Sys Admin: User | Sys Admin: Resp. | Sys Admin: Application | Sys Admin: Site | Required? | Default Value |
---|---|---|---|---|---|---|---|
OKL: Update Sales Tax Calculation Rules | + | + | + | + | No | No default | |
OKL: Use Account Generator Workflow | + | + | + | + | + | No | No |
Enables users to control updates to the Sales Tax Calculation rules. The default value of Null prevents the user from updating these rules.
Yes / No list of values. Default set to No which uses the program logic to derive account codes for the account generator. Set value to Yes to derive the account codes through the OKL Account Generator workflow. You can modify this workflow to evaluate user-defined sources for account code derivation.
The table below lists the profile options that controls the default summary view for the Receipt Application.
Profile Option Name and Level | User | Sys Admin: User | Sys Admin: Resp. | Sys Admin: Application | Sys Admin: Site | Required? | Default Value |
---|---|---|---|---|---|---|---|
OKL: Number of Receipt Applications to Default Summary View | + | + | + | + | + | No | No Default |
Used to set the default number for the receipt applications in the summary view. If the number of receipt application line is equal to or more than the value set for this option, the default view mode is Summary otherwise it is Detail.
The table below lists the profile options that control the collections feature.
Profile Option Name and Level | User | Sys Admin: User | Sys Admin: Resp. | Sys Admin: Application | Sys Admin: Site | Required? | Default Value |
---|---|---|---|---|---|---|---|
OKL: Collections Approver | + | + | + | + | No | No Default | |
OKL: Collections Specific Loss Provision Name | 0 | + | 0 | + | No | No Default | |
OKL: Small Balance Write-Off Tolerance | V | + | + | + | + | No | No Default |
Used to identify the approver for collections.
Used while writing off a contract.
The contract termination process checks the value of this profile option and generates a small balance write-off if the amount not received from the lessee is less than or equal to the value in the profile option. If the balance amount due exceeds the value in the profile option, the contract is terminated without any write-off.
The table below lists the profile options that control the credit feature.
Profile Option Name and Level | User | Sys Admin: User | Sys Admin: Resp. | Sys Admin: Application | Sys Admin: Site | Required? | Default Value |
---|---|---|---|---|---|---|---|
OKL: Credit Analyst | + | + | + | + | + | Yes | |
OKL: Credit Approver | + | + | + | + | No | No Default | |
OKL: Credit Line Approval Process | + | + | + | + | No | No Default | |
OKL: Credit Line Approver | + | + | + | + | + | No | |
OKL: Cure Approval User | + | 0 | 0 | 0 | No | System Administrator | |
OKL: Funding Request Approver | + | + | + | + | + | No | |
OKL: Lease Funding Approval Process | + | 0 | + | 0 | + | No | No Default |
Determines the user who receives credit recommendation notifications. Assign value to set workflow notification for credit management.
Used to identify the approver for credit line requests.
Determines which application process to use for credit line approval requests. Available options include None, Oracle Workflow and Oracle Approvals Management (AME).
Used to enable credit line approver role for the user.
Identifies the user to receive notifications to approve cure requests sent by the Request Cure Approvals program.
Used to enable funding request approver role for the user.
Determines which application process to use for lease funding approvals.
The table below lists the profile options that control the customer service feature.
Profile Option Name and Level | User | Sys Admin: User | Sys Admin: Resp. | Sys Admin: Application | Sys Admin: Site | Required? | Default Value |
---|---|---|---|---|---|---|---|
OKL: Allow Renewal Quote | + | + | + | + | + | No | |
OKL: Asset Update Enabled for a Contract | + | + | + | + | + | No | |
OKL: iPayment Account ID | 0 | + | 0 | + | No | No Default | |
OKL: Lease Center Default Tab | + | + | + | + | + | No | |
OKL: Recent Number of Days | V | + | + | + | + | No | |
OKL: Update Asset Return Rules | + | + | + | + | + | Yes for non-financial update, otherwise No | |
OKL: Update Billing Structure | + | + | + | + | + | Yes for non-financial update, otherwise No | |
OKL: Update Descriptive Flexfields from Lease Center | + | + | + | + | No | No Default | |
OKL: Update Evergreen Eligibility | + | + | + | + | + | No | |
OKL: Update Late Charges Rules | + | + | + | + | + | Yes for non-financial update, otherwise No | |
OKL: Update Misc Non Financial Information | + | + | + | + | + | Yes for non-financial update, otherwise No | |
OKL: Update Party Information | + | + | + | + | + | Yes for non-financial update, otherwise No | |
OKL: Update Renewal Options | + | + | + | + | + | Yes for non-financial update, otherwise No | |
OKL: Update Termination Option Rules | + | + | + | + | + | Yes for non-financial update, otherwise No | |
OKL: Waive Service Fee | V | + | + | + | + | Yes | |
OKL: Waive Service Fee Limit | V | + | + | + | + | Yes |
Used to check whether a renewal quote can be requested from the Lease Center.
Determines tax status updates from the Lease Center. If set to Yes, the user can update the tax status and exempt number on the Asset Details page in the Lease Center.
Specifics the bank account to post payments received through the iPayment integration service when using the Make Payment function in Lease and Finance Management.
Determines which tab is automatically opened when the Lease Center is launched.
Used to query billing transactions on specific transaction dates. Sets the number of recent days of billing transactions that you want to appear.
Determines whether the user is allowed to update asset return rules on the Structure tab of the Lease Center.
Determines whether the user is allowed to update billing information on the Structure tab of the Lease Center.
Enables updates to descriptive flexfields for contract header and lines in the Lease Center.
Used to check whether Evergreen eligibility rules can be updated from the Lease Center.
Determines whether the user is allowed to update late charge rules on the Structure tab of the Lease Center.
Determines whether the user is allowed to update other information on the Structure tab of the Lease Center not covered by the other "OKL: Update" profile options.
Determines whether the user is allowed to add, update, or delete guarantor, or add or update vendor on the Parties tab of the Lease Center.
Determines whether the user is allowed to update renewal option rules on the Structure tab of the Lease Center.
Determines whether the user is allowed to update termination option rules on the Structure tab of the Lease Center.
Determines whether leasing agent has authority to waive service fee charges generated in the Lease Center.
Determines the maximum amount (in user's organization unit ledger currency) of a service fee charge that a leasing agent can waive.
The table below lists the profile options that control the fulfillment feature.
Profile Option Name and Level | User | Sys Admin: User | Sys Admin: Resp. | Sys Admin: Application | Sys Admin: Site | Required? | Default Value |
---|---|---|---|---|---|---|---|
OKL: Agent for Receiving Customer Response | + | + | + | + | No | No Default | |
OKL: Agent for Receiving Vendor Response | + | + | + | + | No | No Default | |
OKL: Default Note Type | + | + | + | + | + | Yes | |
OKL: Email Identity | V | + | + | + | + | Yes | |
OKL: Manual Termination Quote Representative | + | + | + | + | + | Yes | |
OKL: Transportation Department Notification | + | + | + | + | + | Yes | |
OKL: Vendor Approval Email From | + | + | + | + | No | No Default | |
OKL: Vendor Approval Email Subject | + | + | + | + | No | No Default | |
OKL: Vendor Approval Template | + | + | + | + | No | No Default | |
OKL: Vendor Contact Email | + | + | + | + | No | No Default | |
OKL: Vendor Notification Email From | + | + | + | + | No | No Default | |
OKL: Vendor Notification Email Subject | + | + | + | + | No | No Default | |
OKL: Vendor Notification Template | + | + | + | + | No | No Default | |
OKL: Write Customer Template | + | + | + | + | + | Yes |
Determines the agent to receive customer responses for fulfillment documents.
Determines the agent to receive vendor responses for fulfillment documents.
Used by the Lease Center to determine the type of interaction history note to create as a default when initiating a new note.
Sets the FROM e-mail address for the user when sending notices or other correspondence from the Lease Center. Stores e-mail address that will be used as default if email address is not explicitly set.
Determines who to send manual termination quote requests to.
User / Responsibility . From the list of values, select the user, employee, or responsibility to whom the Transportation Department notification should be sent.
Used by Oracle Advanced Collections to get approval from vendors associated to Lease Contracts, before sending Collections cases to Credits Bureaus or Other Third Party Collection Agencies.
Used by Oracle Advanced Collections to get approval from vendors associated to Lease Contracts, before sending Collections cases to Credits Bureaus or Other Third Party Collection Agencies.
Used by Oracle Advanced Collections to get approval from vendors associated to Lease Contracts, before sending Collections cases to Credits Bureaus or Other Third Party Collection Agencies.
Determines the vendor to contact through email while sending the fulfillment documents.
Used by Oracle Advanced Collections to notify vendors associated to Lease Contracts, before sending Collections cases to Credits Bureaus or Other Third Party Collection Agencies.
Used by Oracle Advanced Collections to notify vendors associated to Lease Contracts, before sending Collections cases to Credits Bureaus or Other Third Party Collection Agencies.
Used by Oracle Advanced Collections to notify vendors associated to Lease Contracts, before sending Collections cases to Credits Bureaus or Other Third Party Collection Agencies.
Template is used while sending fulfillment requests to the customer from custom workflows invoked from the strategy engine.
The table below lists the profile options that control the insurance feature.
Profile Option Name and Level | User | Sys Admin: User | Sys Admin: Resp. | Sys Admin: Application | Sys Admin: Site | Required? | Default Value |
---|---|---|---|---|---|---|---|
OKL: Cancel policy with proof of third party insurance | V | 0 | + | 0 | + | Yes | |
OKL: Days After Contract Booking Date to Activate Policy | 0 | + | 0 | + | No | No Default | |
OKL: Days After Contract Booking Date to Policy Creation | 0 | + | 0 | + | No | No Default | |
OKL: Insurance Item Type | V | 0 | + | 0 | + | Yes | |
OKL: Insurance quote deal size limit | V | 0 | + | 0 | + | Yes | |
OKL: Insurance quote deal term maximum months | V | 0 | + | 0 | + | Yes | |
OKL: Insurance quote deal term minimum months | V | 0 | + | 0 | + | Yes | |
OKL: Insurance quote duration in days | V | 0 | + | 0 | + | Yes | |
OKL: Lead days to notify customer of insurance policy expiration | V | 0 | + | 0 | + | Yes | |
OKL: Maximum Number of Months Allowed After Payment for Refund | V | 0 | + | 0 | + | Yes | |
OKL: Maximum Number of Months to Refund | V | 0 | + | 0 | + | Yes | |
OKL: Minimum Percent of Premium Paid for Policy Activation | V | 0 | + | 0 | + | Yes | |
OKL: Notify Customer of Insurance Policy Expiration | V | 0 | + | 0 | + | Yes | |
OKL: Payment Frequency for Automatic Insurance | V | 0 | + | 0 | + | Yes | |
OKL: Percent of Total Premium to Pay | V | 0 | + | 0 | + | Yes | |
OKL: Third Party Task Group ID | 0 | 0 | + | 0 | + | Yes | |
OKL: Third Party Task Owner Group ID | V | 0 | + | 0 | + | Yes |
Allows the insurance program to cancel a lessor-provided insurance policy when proof of a third party policy is recorded for the contract.
Specifies the number of days after contract booking. The program that automatically activates insurance policies for assets not covered by an active insurance policy or third party insurance policy to determine the activation date uses this profile option's value.
Specifies the number of days after contract booking. The program that automatically creates insurance policies for assets not covered by an active insurance policy or third party insurance policy to determine the creation date uses this profile option's value.
Determines the inventory item type used for identifying and searching for insurance products from the user's inventory organization. Select from a list of values.
Contract amount which can be covered by lessor insurance. Contracts with a total covered asset cost over this amount (in the organization's ledger currency) are excluded from the automatic insurance placement program.
Maximum contract term for which lessor can sell insurance. Contracts with a term longer than this number of months are excluded from the automatic insurance placement program.
Minimum contract term for which lessor can sell insurance. Contracts with a total covered asset cost less than this amount (in the organization's ledger currency) are excluded from the automatic insurance placement program.
Insurance quote duration in days.
Number of days before insurance policy (including third party) expiration that a notification is sent to a user.
Determines the maximum number of months after policy activation during which a refund can be performed for a policy cancellation.
Determines the maximum number of months of premium payments that can be refunded for a cancelled policy.
Determines the minimum payment amount required against an insurance policy for it to be activated.
Determines whether the customer is to be notified of an expiring insurance policy.
Determines the default payment frequency for automatic insurance policy quotes.
Determines the percent of the total lessor premium due to a provider that is paid annually as a lump sum.
Determines the task group ID used for sending tasks related to the insurance policy placement program.
Determines the task owner group ID used for sending tasks related to the insurance policy placement program.
The table below lists the profile options that control the interaction history feature.
Profile Option Name and Level | User | Sys Admin: User | Sys Admin: Resp. | Sys Admin: Application | Sys Admin: Site | Required? | Default Value |
---|---|---|---|---|---|---|---|
OKL: Debug | + | + | + | + | + | No | |
OKL: Hangup On End | + | + | + | + | + | No | |
OKL: Interactions - Default Action | + | + | + | + | + | Note | |
OKL: Interactions - Default Action Item | + | + | + | + | + | Note | |
OKL: Interactions - Default Outcome | + | + | + | + | + | Note | |
OKL: Interactions - Enable Auto Wrapup | + | + | + | + | + | No | |
OKL: Interactions - Enable Automatic Start | + | + | + | + | + | No | |
OKL: Interactions - Enable Change Activity | + | + | + | _ | + | No | |
OKL: Interactions - Generate Event Activity | + | + | + | + | + | No | |
OKL: Interactions - Record Media Item ID | + | + | + | + | + | No | |
OKL: Interactions - Start On Query | + | + | + | + | + | No | |
OKL: Script Launch on Interaction | + | + | + | + | + | No | |
OKL: Script Launch on UWQ Delivery | + | + | + | + | + | No | |
OKL: Scripting Installation | + | + | + | + | + | No |
Determines whether Lease and Finance Management is running in debug mode or not. Profile used to display diagnostic information related to interaction history and UWQ drill down from the Lease Center.
Determines whether the call management program used in the Lease Center automatically hangs up the call after an interaction is closed.
Sets the user's default action type when creating new interaction records for a contract using the Lease Center.
Sets the user's default action item when creating new interaction records for a contract using the Lease Center.
Sets the user's default outcome when creating new interaction records for a contract using the Lease Center.
Determines whether an interaction record is automatically closed in the Lease Center when the user selects a new contract. If set to Yes, interaction is wrapped up automatically without appearing in the wrap-up window.
Enables Lease Center logic to automatically open a new interaction record when the user accesses the Lease Center.
Enables user to change action and action item of system generated interaction activities. If set to No, user cannot change the system generated action or action item on the Interaction window.
Determines whether or not interaction activity should be logged. If a profile is set to Yes, then the system logs the interaction; if the profile is set to No, the system logs no actions, and the user cannot close the interaction.
Required for media integration with Universal Work Queue. Setting this profile records which means of communication (e-mail, phone, and so on) was used in the interaction.
Determines whether the Lease Center program opens the automatic interaction record (if enabled) upon contract query or some other event.
Script launch on interaction.
Script launch on UWQ delivery.
Determines whether Oracle Scripting is installed.
The table below lists the profile options that control the origination feature.
Profile Option Name and Level | User | Sys Admin: User | Sys Admin: Resp. | Sys Admin: Application | Sys Admin: Site | Required? | Default Value |
---|---|---|---|---|---|---|---|
OKL: Allow Lease Contract Template Creation | V | + | + | + | + | Yes | No |
OKL: Allow Manual Termination Quote Create and Updates | + | V | V | V | No | No Default | |
OKL: Apply Billing Adjustment | + | + | + | + | + | No | |
OKL: Book the Contract without IRR | 0 | + | 0 | 0 | No | Yes | |
OKL: Contract Administrator | + | + | + | + | No | No Default | |
OKL: Contract Total Asset Lines | 0 | + | 0 | + | No | 10 | |
OKL: Display Contract Additional Information in Customer Self Service | + | + | + | + | No | No Default | |
OKL: Display Contract Additional Information in Vendor Self Service | + | + | + | + | No | No Default | |
OKL : Enable Business Events for Batch Processes | + | + | + | + | No | No Default | |
OKL: Funding Approver | + | + | + | + | + | No | |
OKL: Split Asset Retirement Type | V | 0 | + | 0 | + | Yes | |
OKL: Subsidy Pool Approval Process | No | No Default | |||||
OKL: Subsidy Pool Global Access | + | + | + | + | No | No Default |
Allows user to create lease contract template.
Allows users to create and update with purchase and without purchase manual termination quotes.
Used with contract revisions and rebookings that change financial information. If set to Null, credit memos are not automatically applied to invoices in Receivables. Users must do this manually. If set to Seeded, credit memos are automatically applied to invoices by applying to the invoices from the original contract version first, in date order. If set to Custom, users can customize the way that credit memos are applied. Users must create a custom package with the rules.
Enables the user to book a contract without the IRR. The Internal Stream Generator API uses this profile value. When the profile option is set to Y, if the API cannot calculate the yields or there are errors in calculations, then the program does not error out and the process continues to update the okc_K_headers_tl.comments with an error message. When the profile option is set to N, if the API cannot calculate the yields or there are errors in calculations, then the program errors out and the process comes to a halt.
Determines the contract administrator to approve the Transfer and Assumption requests.
Determines the minimum number of asset lines for initiating batch mode processing. If the number of asset lines is less than this threshold, then the system initiates normal online activation. For example, if the profile value is zero, then the system initiates batch mode to book all contracts.
Enables display of descriptive flexfields for additional contract data in Customer Self Service.
Enables display of descriptive flexfields for additional contract data in Vendor Self Service.
Enables business events for batch processes.
Workflow role name for funding approval performer.
From the list of values, select the value to assign for retirement of split assets, for example, theft, casualty, or split.
Enables subsidy pool approval process.
If set to Yes, allows user to search for subsidy pools across operating units.
The table below lists the profile options that control the remarketing feature.
Profile Option Name and Level | User | Sys Admin: User | Sys Admin: Resp. | Sys Admin: Application | Sys Admin: Site | Required? | Default Value |
---|---|---|---|---|---|---|---|
OKL: Contract Renewal Representative | + | + | + | + | Yes | No Default | |
OKL: Contract Restructure Representative | + | + | + | + | Yes | No Default | |
OKL: Default Price List | V | V | + | + | + | Yes | |
OKL: Default Remarketer Team for Asset Returns | V | + | + | + | + | Yes | |
OKL: Default Subinventory | V | V | + | + | + | Yes | |
OKL: Remarketing Inventory Organization | V | V | V | + | + | Yes |
Identifies the user to receive notifications for processing contract renewal requests originating in the Lease Center.
Identifies the user to receive notifications for processing contract restructure requests for Non-Like-for-Like Equipment Exchanges originating in the Lease Center.
Price list, list of values. Select the default price list for remarketing. Set up the same price list for iStore.
Remarketer list of values. Select the default remarketer team for asset returns.
Subinventory list of values. Select the default subinventory for remarketing.
Inventory organization list of values. Select the inventory organization for remarketing items.
The table below lists the profile options that control the sales feature.
Profile Option Name and Level | User | Sys Admin: User | Sys Admin: Resp. | Sys Admin: Application | Sys Admin: Site | Required? | Default Value |
---|---|---|---|---|---|---|---|
OKL: Allow Manual Interest Rates | V | + | + | No | Yes | ||
OKL: End of Term Values Access Level | V | + | + | No | Update | ||
OKL: Front End Approval Process | V | + | 0 | + | No | No Default | |
OKL: Lease Rate Access Level | V | + | + | No | Update | ||
OKL: Number of days a sales quote remains valid | + | V | + | + | + | No | |
OKL: Vendor Access Sales Additional Info | + | + | + | + | No | No Default | |
OKL: Vendor Access Sales Objects | + | + | + | + | No | No Default |
Determines whether or not the user can manually enter interest rates, as an alternative to selecting a Standard Rate Template.
Determines the user’s access level to the assets’ End of Term.
Determines which application process to use when submitting approval requests for Sales Quotes and Lease Applications. Available options include None, Oracle Workflow and Oracle Approvals Management (AME).
Determines the user’s access level to Lease Rate Factors used to determine the rent payments.
The system adds this option's value to the Effective From date of a new sales quote to determine the Effective To date.
Enables users to control vendor access to the additional information for sales objects.
Enables users to control vendor access to the vendor sales objects created by lessor.
The table below lists the profile options that control the streams feature.
Profile Option Name and Level | User | Sys Admin: User | Sys Admin: Resp. | Sys Admin: Application | Sys Admin: Site | Required? | Default Value |
---|---|---|---|---|---|---|---|
OKL: Pre-tax IIR Percentage Limit | + | + | + | + | No | No Default | |
OKL: Pre-tax IRR Percentage Limit | + | + | + | + | + | Yes | |
OKL: Pricing Enhancements Approval Process | V | + | 0 | + | No | No Default | |
OKL: Stream Generation Log Directory | V | + | + | + | + | Yes | |
OKL: Stream Generation Pricing Engine Name | V | 0 | 0 | 0 | + | Yes | |
OKL: Stream Generation Time Out | + | + | + | + | + | Yes | 10 |
OKL: Stream Generation URL for Pricing Engine | 0 | + | + | + | + | Yes | |
OKL: Streams for Booking Path | V | 0 | + | 0 | + | Yes |
Used by the pre-tax IIR program within the Internal Stream Generator API. Determines the maximum rate that can be calculated.
Used by the pre-tax IRR program within the Internal Stream Generator API. Determines the maximum rate that can be calculated.
Determines which application process to use when submitting approval requests for Sales Quotes and Lease Applications. Available options include None, Oracle Workflow and Oracle Approvals Management (AME).
Specifies the directory location where the log is located for storing details about the XML calls to the external stream generation software server.
Specifies the name of the pricing engine used for external stream generation software.
Determines how long the stream generation program waits for the request to the external stream generation software to process before timing out the request.
Specifies the URL of the pricing engine used for external stream generation software.
Determines the program used by the contract booking process for stream generation.
The table below lists the profile options that control the technical features.
Profile Option Name and Level | User | Sys Admin: User | Sys Admin: Resp. | Sys Admin: Application | Sys Admin: Site | Required? | Default Value |
---|---|---|---|---|---|---|---|
OKL: Debug Level | + | + | + | + | No | No Default | |
OKL: Generate Accruals Concurrent Workers | V | + | V | + | No | No Default | |
OKL: Maximum Lines Per Worker | 0 | 0 | 0 | + | No | 25,000 |
Determines the level of debug messages printed in the log files.
Used by system administrators to control the child workers spawned by the parent Generate Accruals Master program.
Determines the maximum number of lines that a worker can process. The Contract Import process uses this profile value to improve it's performance.
The table below lists the profile options that control the vendor feature.
Profile Option Name and Level | User | Sys Admin: User | Sys Admin: Resp. | Sys Admin: Application | Sys Admin: Site | Required? | Default Value |
---|---|---|---|---|---|---|---|
OKL: Agreement Change Request Approval Process | 0 | + | 0 | + | No | No Default | |
OKL: Operating Agreement Approval Process | 0 | + | 0 | + | No | No Default | |
OKL: Program Agreement Approval Process | V | + | 0 | + | No | No Default |
Enables users to configure the approval process for agreement change requests using Oracle Approvals Manager (AME). If the user does not define this option, then the system approves the agreement change requests automatically.
Enables users to configure the approval process for operating agreements using Oracle Approvals Manager (AME). If the user does not define this option, then the system approves the agreement change requests automatically.
Determines the approval process to approve a (vendor) Operating or Program Agreement.
The table below lists the profile options that control the subledger feature.
Profile Option Name and Level | User | Sys Admin: User | Sys Admin: Resp. | Sys Admin: Application | Sys Admin: Site | Required? | Default Value |
---|---|---|---|---|---|---|---|
OKL: Supporting Reference for Trial Balance | 0 | 0 | 0 | + | No | No Default |
Defines the supporting reference used by Lease and Finance Management to generate Contract Trial Balance at contract level.