Guidelines for Integrating Revenue Management with Receivables

You can import revenue basis data and billing data from Oracle Receivables into Oracle Revenue Management.

Importing Revenue Basis Data

Import invoice and credit memo transactions from Receivables into Revenue Management by running the Extract Revenue Basis Data from Oracle Fusion Applications process in Revenue Management. Run the process using the document type Oracle Fusion Receivables. The process imports Receivables transactions as source documents and fulfillment of contingencies as satisfaction events.

After you run the import process:

Revenue Management imports the transactions based on the transaction source.
When you enable a transaction source for integration with Revenue Management on the System Options page, all the transactions created with that source in Receivables are imported into Revenue Management.
The source documents are interfaced with Revenue Management tables for further processing and creation of accounting contracts.

You enter the start date for a transaction source on the System Options page in Revenue Management. The start date:

Determines the time when transactions are transferred to Revenue Management.
Refers to the transaction creation date and not the transaction date.
Determines the time when the revenue for these transactions is managed in Revenue Management.

Note: After you enter and save the start date, you can't update it. You can enter an end date if you want Receivables to manage the revenue for the transaction source. If you enter an end date, Revenue Management no longer manages the revenue.

The start date can be any date on or after January 1, 2014. During the transition phase, you can:

Import historic revenue and billing data into Revenue Management.
Run all of the required processes to create and value customer contracts
Allocate the transaction price across performance obligations in the contract.
Create accounting entries.

During this phase, you can discard the derived contracts, change contract and performance obligation identification rules, and rerun the processes to create the contracts based on your latest configuration.

Importing Billing Data:

You can import billing data into Revenue Management by running the Import Billing Data from Oracle Fusion Receivables process. This process imports the billing information of the imported source documents. You can schedule the process to run periodically.