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  • Title and Copyright Information
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  • 1 About This Guide
    • Audience and Scope
    • Related Guides
  • 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
      • Overview of Unit of Measure and Time Unit Mappings
      • Define Unit of Measure Class
      • Define Unit of Measure
      • Associate UOM Class with Duration Profile Option
      • Define Subscription 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
      • Overview of Billing Using Milestones
      • Define Milestones
      • Define Milestone Templates
      • Use Milestone Billing
      • Product Statuses and Milestone Templates
      • Close Credit Method and Revenue Recognition
      • Recognize Revenue with Milestone Billing
      • Close Subscriptions with Milestone Billing
  • 4 Common Application Setup Concepts
    • Users and Security
      • Overview of Users and Security Setup
      • Define Setup Users
    • Enterprise Structures
      • Overview of Legal Entities
      • Overview of Business Units
    • Profile Options, Lookups, and Scheduled Processes Overview
      • What are Profile Options, Lookups, and Scheduled Processes?
      • Profile Options
        • Overview of Profile Options
        • How can I access predefined profile options?
        • Import Profile Values
        • File Format for Importing Profile Values
      • Scheduled Processes
        • What are scheduled processes?
        • Where to Find Information About Oracle Sales Scheduled Processes
        • View Details About Predefined Scheduled Processes
      • Lookup Types
        • Overview of Lookup Types
        • How can I access predefined lookups?
        • How can I edit lookups?
        • Why can't I see my lookup types?
        • Import Lookups
        • File Format for Importing Lookups
  • 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
    • Asset Life Cycle 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
      • Attribute Mappings for VRM_SOURCE_DOCUMENT
      • Attribute Mappings for VRM_SOURCE_DOC_LINES
      • Attribute Mappings for VRM_SOURCE_DOC_SUB_LINES
    • 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
  • 10 Analytics and Reports
    • Analytics on the Go
    • How do I analyze subscription trend reports?
    • Use Subscription Objects in Business Intelligence Cloud Connector