Invoice Subscription and Sales Order Together

You can now invoice the subscription bill lines and sales order bill lines in a single invoice. Hence a sales order with a physical product and a coverage service sold on the physical product or a subscription sold on the physical product can be billed together. The first bill periods of the subscription product and the single bill of the physical product are billed together. This is now possible using the Billing Set Number in a sales order and interfacing it to Subscription Management. The Billing Set Number is a new attribute in Subscription product. The Billing Set Number cannot be updated in the subscription as it is a grouping attribute for invoice.

The bill lines that are having a billing set number are interfaced to Receivables upon which Subscription Management informed Order Management that the eligible bill lines have been interfaced to Receivables. The summarized bill line will also have the billing set number.

  1. Eliminates fragmented billing: Generate one invoice for multi-line sales orders — even when lines are fulfilled or billed at different times or from Order Management and Subscription Management.
  2. Delivers a unified customer experience: Combine hardware, software, and services into a single customer-facing invoice document.
  3. Avoid manual workarounds: Avoid complex workarounds that are hard to maintain, often unreliable, and lead to fragmented billing, reconciliation delays and customer frustration.

Steps to Enable and Configure

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Financials

1. Login with User Id who has access to enable new features.
Navigate to: My Enterprise > Enterprise.
(If the ‘Enterprise’ App is not displayed, click on + icon to navigate into ‘Apps’ work area. Identify the App and include it to the Dashboard)

2. Click on the Enterprise App to open the Enterprise Information.

3. Click on the hyperlink for ‘Manage Promotion Codes’.

4. It opens the UI for ‘Manage Promotion Codes’. Click on the menu button ‘Enter Promotion Code’. Provide the promotion code given by Oracle Support in the dialog box.

5. On saving the Promotion Code, a message is displayed that the promotion code is activated, and the name of the promotion code ‘Receivables Consolidated Invoice Promotion Code’ is included in the list of promotion codes.

6.Navigate to My Enterprise > New Features > Search for the feature ‘Consolidated Invoices with Charges from Multiple Sources’. It will now be listed as one of the new features available in 25D.

7. Navigate to: My Enterprise > Offerings > Opt-in Features (Financials) > Customer Invoice Processing. ‘Enable’ the feature ‘Consolidated Invoices with Charges from Multiple Sources’.

Tips And Considerations

Profile Options in Subscription Management

8. Set the profile option Consolidated Invoice Batch Source Name to the consolidated batch source defined in Receivables.

9. Set the profile option Consolidated Invoice Transaction Name to the consolidated transaction type name defined in Receivables.

Points to note

  1. The bill lines that have the same bill set number at the time of interfacing to Receivables will be considered for grouping If the bill-from dates are different for 2 bill lines and they have the same billing set number from the same sales order, they can go into different invoices as the invoice dates are different.
  2. If the Align bill from date is present and bill set number is also present on 2 product lines from the same sales order, they can still go into 2 separate invoices as the invoice dates can be different.
  3. There is no impact on revenue recognition and interface to Revenue Management cloud.
  4. If the Align bill day is present and bill set number is also present on 2 product lines from the same sales order, they can still go into 2 separate invoices as the invoice dates can be different.
  5. If the subscription product has a usage charge and bill set number is present in the product having the usage charge then all the usage charge lines will have the same billing set number. However, since the usage bill lines have different invoice dates, a single invoice will not have all these bill lines.
  6. If the Billing Date is present and bill set number is also present on 2 product lines from the same sales order, they can still go into 2 separate invoices as the invoice dates can be different.
  7. Ad-hoc bill lines do not have Billing Set Number.
  8. If Bill Immediately is enabled for a product, then all the bill lines will have the Billing Set Number of the product.
  9. Estimate bill lines, if any. will also have the Billing Set Number of the product. 
  10. The ability to send a single invoice is possible only when Fusion Order Management is used. If you have any other order management application, then you have to build integrations to maintain the status of a billing set in Receivables.

Key Resources

  1. Refer to the What's New documentation for the feature Create One Invoice in Fusion Order Management.
  2. Refer to the What's New documentation for the feature Fulfillment-Based Consolidated Invoices with Charges from Multiple Sources under the product (Fusion) Financials: Credit to Cash > Receivables Invoice Processing

Access Requirements

There is no specific role or privilege required in Subscription Management. However, Receivables and Order Management require the user to have privileges to access the feature.