Contents

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1 Overview

• Overview of Revenue Management

2 Manage Revenue Management

• Manage Customer Contracts
  • Customer Contracts
  • Update the Freeze Date for Revenue Accounting Contracts
  • Update the Contract Freeze Date for Multiple Contracts
  • Performance Obligations
  • Import Additional Satisfaction Events for Revenue Contracts
  • Revenue Recognition for Additional Satisfaction Events
  • Guidelines for Importing Additional Satisfaction Events
  • Guidelines for Working with Additional Satisfaction Events
  • How Revenue Basis Import Data Is Processed
  • Override Currency Conversion Details for Revenue Contract Lines
    • How Currency is Converted in Accounting Contracts
  • Invalid Line Handling Options
  • How Invalid Source Document Lines are Processed
  • Invalid Line Handling Considerations
  • Overview of the Source Document Lines REST API
    • Enable and Use the Source Document Lines REST API
    • Update Source Document Line Attributes
  • Purge Unprocessed or Rejected Source Records
  • Example of Purging Unprocessed or Rejected Source Records
  • Guidelines for Reviewing Contracts That Require Attention
  • How Billing Data Import Data Is Processed
  • Classify Contract Revisions
  • Update Descriptive Attributes without Invoking Contract Modifications
  • Discard Customer Contracts
  • Guidelines for Renewing Revenue Contracts Automatically
  • Create a Recurring Service Line
  • How Contract Renewal Source Data Is Processed
  • Billing Lines for Free Goods or Services
  • Business Events for Managing Revenue Contracts
  • FAQs for Manage Customer Contracts
    • How can I correct contract document errors?
    • What's an implied performance obligation?
• Manage Standalone Selling Prices
  • Overview of Standalone Selling Prices
  • How You Upload Standalone Selling Prices Using a Spreadsheet
  • Create Standalone Selling Prices Using a Spreadsheet
  • How You Assign Standalone Selling Prices Using the Revenue Basis Data Import Template
  • Overview of Observed Standalone Selling Prices
  • How Observed Standalone Selling Prices Are Calculated
  • Standalone Selling Price Estimation Using the Residual Approach
    • When the Residual Approach is Used to Estimate the Standalone Selling Price
    • How the Standalone Selling Price Is Estimated Using the Residual Approach
  • How Revenue Management Derives the Extended Standalone Selling Price
  • Manage Standalone Selling Prices Using a Spreadsheet
  • Reference Currency for Standalone Selling Prices
  • Guidelines for Using a Reference Currency for Standalone Selling Prices
  • Define a Reference Currency for Standalone Selling Prices
  • Reference Currency for Pricing Dimension Bands
  • Resolve Reference Currency Errors
  • Subscription Duration and Price Periodicity
  • Service Duration and Price Periodicity Impact on Existing Contracts
  • Guidelines for Using the Service Duration and Price Periodicity Attributes
  • Standalone Selling Price Ranges
  • Standalone Selling Price Policy for Ranges
  • Standalone Selling Price Type
  • Standalone Selling Price Range Attributes
  • Upload Standalone Selling Price Ranges
  • Modify Standalone Selling Price Ranges
  • View Standalone Selling Price Range Results in a Contract

3 Recognize Revenue

• How Revenue Recognition Is Processed
• Can Revenue Management receive different versions of sublines or satisfaction events?

4 Revenue Management Accounting

• Overview of Revenue Management Accounting
• IFRS 15 and ASC 606 Revenue Standards
• Five Key Steps to Revenue Recognition
• Accounting in Revenue Management
• Contract Asset and Contract Liability Accounts
• Contract Asset Account
• Contract Liability Account
• Allocation Discount Account
• Contract Clearing Account
• Revenue Write-Off Account
• Basic Accounting Entries in Revenue Management
• Example of Accounting Before ASC 606 and IFRS-15
• Example of ASC 606 and IFRS-15 Accounting
• Clear Residual Account Balances on Fully Satisfied Contracts
• Residual Account Balance Write-Off Process
• Contract Residual Account Balance Write-Off Report
• Residual Balance Adjustment Status
• Considerations for Clearing Residual Account Balances
• Immaterial Contract Changes
• How Revenue Is Allocated Due to Immaterial Changes
• Guidelines for Performing Immaterial Changes
• Example of an Immaterial Change Due to Termination
• Example of an Immaterial Change Due to an Upgrade
• Prospective Accounting for Immaterial Price Changes
  • Prospective Accounting for Over-Time Performance Obligations
  • Prospective Accounting for Point-in-Time Performance Obligations
• Example of Prospective Accounting for Over-Time Immaterial Price Changes
• Example of Prospective Accounting for Point-in-Time Immaterial Price Changes
• Sweep Subledger Transactions to Another Period Process
• Sweep Transactions to Another Period

5 Integrate Revenue Management with Other Applications

• Overview of Revenue Management Integration
• Guidelines for Integrating Revenue Management with Order Management and Cost Management
• Guidelines for Integrating Revenue Management with Subscription Management
• Prospective Accounting for Immaterial Price Changes in Subscription Products
• Guidelines for Using Prospective Accounting with Subscription Products
• Integration with Distributed Order Orchestration Integrated Subscriptions
  • Management of Services and Subscriptions from Subscription Management
  • Guidelines for Using Distributed Order Orchestration Integrated Subscriptions to Support Revenue Recognition
• Guidelines for Integrating Revenue Management with Enterprise Contracts and Project Billing
• Guidelines for Integrating Revenue Management with Receivables
• Guidelines for Integrating Revenue Management with Oracle E-Business Suite

6 Revenue Management Reporting

• Revenue Contract Account Activity Report
• Standalone Selling Price Report
• Open Performance Obligation Report
• Revenue Management Subject Areas, Folders, and Attributes

7 Define Revenue Management

• Source Document Types
• System Options
• Disable Override from Source Option
• Pricing Dimension Structures and Value Sets
• Create a Pricing Dimension Structure and Value Sets
• Pricing Dimensions
• Pricing Dimension Bands
• Create Standalone Selling Price Effective Periods
• Standalone Selling Price Profiles
• Automatically Assign Items to a Standalone Selling Price Profile
• Performance Satisfaction Plans
• Contract Identification Rules
• Create a Contract Identification Rule
• View Consolidated Account Activity for a Revenue Contract Group
• Performance Obligation Identification Rules
• Create a Performance Obligation Identification Rule
• Devolve Performance Obligations Associated with Revenue Contracts
• Performance Obligation Templates
• Considerations for Using Performance Obligation Templates
• Performance Obligation Template Attributes
• Example of Creating a Performance Obligation Template
• Duplicate a Performance Obligation Template
• Delete a Performance Obligation Template
• Implied Performance Obligation Templates
• Create an Implied Performance Obligation Template
• Additional Satisfaction Event Rules
• Allocate Revenue Based on Extended Standalone Selling Prices
• Item Groups
• Item Relationships
• Example of Setting Up an Item Relationship for a Spoke System
• Example of Setting Up a Cross-Reference Item Relationship
• Standalone Sales Pool Exclusion Rules
• Revenue Management Profile Options
• Extensible Attribute Values in Customer Contracts
• View Extensible Attribute Values in Customer Contracts
• Revenue Recognition and Allocation in the Transaction Currency
  • Allocation Currency Basis Option
  • Performance Obligation Foreign Currency Treatment Attribute
  • Conversion Rate Type and Rates
  • Thresholds
• Accounting for Revenue Recognition and Allocation in the Transaction Currency
• How the General Ledger Revaluation Process Works for Revenue Recognition
• Guidelines for Recognizing Revenue in the Transaction Currency
• FAQs for Define Revenue Management
  • What's an item group?
  • What's an implied performance obligation template?