Copy Orders That Have Integrated Subscriptions and Coverages
You can copy a sales order that has a subscription or coverage and that's integrated with Oracle Subscription Management.
Use this feature to quickly copy a sales order that has integrated subscriptions or coverages. Before Update 24D, if the order contained an integrated subscription or coverage, then you had to manually recreate the order.
If you were using the integrated subscriptions and coverages feature, and if the order contained an integrated subscription or coverage, then Order Management disabled the Copy action. Now it's enabled:
Copy Option
Order Management will copy the sales order, including the subscription items:
Copied Order
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Sales
Tips And Considerations
If you use the copy action, and if an order line contains a subscription, then Order Management pairs the order line from the original order to the copy. Assume sales order 12345 has 2 lines:
- Line 1, Credit Card Reader item, quantity 10
- Line 1-1, Credit Card Processing Subscription item, quantity 10, associated to line 1 on order 12345
You create a copy of order 12345, and the copy is order 12346. Sales order 12346 will have:
- Line 1, Credit Card Reader item, quantity 10
- Line 1-1, Credit Card Processing Subscription item, quantity 10, associated to line 1 on order 12346
If you create a copy and the line has a coverage, and if the line references:
- Another sales order, then Order Management copies the reference to the other sales order.
- The same sales order, then Order Management creates a reference to the corresponding line on the same sales order.
- An asset, then Order Management copies the reference to the same asset.
If you use the negotiated rate plan feature, and if you use the copy action, then Order Management also copies the negotiated rate plan.
Key Resources
Access Requirements
Users who are assigned any of these predefined job roles are automatically able to access this feature:
- Order Entry Specialist (ORA_FOM_ORDER_ENTRY_SPECIALIST_JOB)
- Order Manager (ORA_DOO_ORDER_MANAGER_JOB)