Contents
1 About This Guide
2 Implementation Overview
- Start Implementing Subscriptions
- Where You Perform Subscriptions Setup Tasks
- Oracle Fusion Cloud Applications System Requirements
- Considerations for Migrating Data Between Environments
3 Subscription Setup Checklist
- Create a Subscriptions Implementation Project
- Define Legal Entities for Subscriptions
- Define Business Units and Assign Business Function, Ledger, and Legal Entity for Subscriptions
- Create and Manage Customers
- Define Party Roles and Contact Roles for Subscriptions
- Define User as Resource
- Set Up User Statuses and User Transitions for Subscriptions
- Manage Subscription Profile Options
- Manage Business Unit Access for Subscriptions
- Set Up Unit of Measure and Time Unit Mappings
- Define Order Management Parameters
- Manage Items
- Define Pricing
- Define Customer Billing Configuration
- Define AutoInvoice Line Ordering Rules
- Define AutoInvoice Grouping Rules
- Define Receivables Payment Terms
- Define AutoAccounting Rules
- Subscription Copy Maps
- Register Application Integration for Subscriptions
- Define Subscription Cancellation Reasons
- Define Subscription Close Reasons
- Set Up Audit
- Set Up Subscription Reports Using Analytics Subtab
- Add Drill-Down Between Subscription and Object
- Scheduled Processes for Subscriptions
- Bill Subscriptions
- Impact of Subscription Profile Attributes on Billing Summary
- Bill Partial Periods
- Align Billing Dates
- Manage Credit Memo and Bill Adjustment Reasons
- Restrict Send Bill Lines to Receivables Option
- Enable Sent Date in Billing Summary
- Impact of Charge Periodicity and Billing Frequency on Billing Summary
- Calculate Total Contract Value and Monthly Recurring Revenue
- Generate Pricing Terms and Billing Summary
- Bill Evergreen Subscriptions
- Set Up Summarized Billing
- Use Milestone Billing
4 Common Application Setup Concepts
- Users and Security
- Enterprise Structures
- Profile Options, Lookups, and Scheduled Processes Overview
- What are Profile Options, Lookups, and Scheduled Processes?
- Profile Options
- Scheduled Processes
- Lookup Types
5 Configure Subscriptions
- Create and Manage Subscription Profiles
- Enable the Default Payment Term from Customer Data
- How do I create and manage subscription renewal templates?
- Create and Manage Subscription Event Notification Rules and Template Sets
- Create Subscription Rules
- Set Up Subscription Numbering
- Enable Entitlements Support for All Covered Levels
- Integrate Service Logistics
- Create Deep Links
- Generate Data Model XML
- Set Up Coverage Services
- Set Up Churn Prediction Model
- Review Churn Prediction Model Accuracy
- Enable Display Sequence for Subscription Products
- Terminate Subscriptions
- Purge Email to Comply with General Data Protection Regulations
6 Coverage Services
- Overview of Standard Coverage Templates
- Create Coverage Calendar Schedule and Exceptions
- Create Standard Coverage
- Create Default Coverage
- Impact of Asset Lifecycle Changes on Included Warranties and Coverage Subscriptions
- Analyze Coverage Entitlements and Adjustments
7 Set Up Coverage Items and Extended Warranties
- Overview of Coverage Items or Extended Warranties
- Create Coverage Items
- Set Up Pricing for Coverage Items
- Create Coverage Subscriptions
- What a Coverage Subscription Covers
- Define Customer Covered Levels
- Edit Coverage for a Coverage Line
8 Set Up Included Warranties
- Overview of Included Warranties
- Create Included Warranty Items
- Associate an Included Warranty Item with an Asset
- Create Included Warranty Subscription
- Set Up Included Warranty Renewal
- Update Warranty Effectivity Based on Asset Installation Date
9 Integrate Revenue Management
- Integration Overview
- Integration Setup Steps
- Interface Tables for the Integration
- Usage Charges
- Evergreen Subscriptions and Pricing Terms
- Impact of Closing or Amending Subscriptions
- Use Service Mappings
- Modify Service Mappings
- How can I manage unit standalone selling prices?
- Enable Revenue Management Rules
- Examples of Subscription Impact on Revenue Management