Subscription Management

If you want to provide discounts to customers, you must set them up in Subscription Management. These discounts are applied during the calculation of service charges to arrive at the final prices that will be invoiced. Here's how:

  • The Calculate Service charges program in Service Logistics retrieves all applicable adjustments for the customer and asset from Subscription Management. When pricing parts sales and exchanges, the customer and asset from the associated SR are used to get the adjustments. When pricing field service and depot repair charges, the customer and asset from the debrief header are used to get the adjustment.

  • The discount pricing terms returned for all active contracts are then passed to the Pricing web service.

  • Pricing then returns all of the prices and charges after including the contract discounts. This discounted price is then visible in the Manage Charges and Estimates page in Service Logistics. If more than one adjustment applies to the service charge, they will be all be applied to the list price to get the final charge amount.

How to set it up?

  1. Create Standard Coverage templates: You can create multiple standard coverage templates for the different service levels that you want to provide to a customer. This is set up in the Manage Standard Coverage page of the Entitlements Management section in the Subscription Configuration work area. For information, refer to the chapter Configure Subscriptions in the Implementing Oracle Subscription guide.

  2. Add adjustments: Edit the standard coverage template that you have created. Go to Adjustments. Here you will set up the entitlements available for the customer for the different service activities and billing types, such as labor, expense, and parts. Select Discount as your Adjustment Type.

  3. Create a subscription for your customer.

  4. Add a coverage product to the subscription.

  5. Assign the standard coverage that you have created to the coverage product.

  6. Add both parent and component assets to the Subscription coverage.

Note: Include coverage for all assets: When service charges are calculated, Service Logistics uses the asset in the debrief header or in the part requirement to get the applicable subscription coverage adjustments (discounts). These assets must be listed in the Subscription Coverage Level page.