Integrate Order Management with Subscription Management

Integrate Oracle Order Management with Oracle Subscription Management so you can fulfill coverages and subscriptions in Order Management, then send them to Subscription Management.

Here's a summary of your setup.

What the numbers mean:

1. You import the source order into Order Management through REST API, ADFi, or file based data import (FBDI). You can also add a subscription to an order line in the Order Management work area.

   Your import payload must specify all pricing for the item. Although you can use Oracle Pricing to set up pricing for your upstream system, you must include the charges or rate plan as part of your import payload, and your payload must set the Freeze Pricing attribute, Freeze Tax attribute, and Freeze Shipping Charge attribute to Y. For details, see Freeze Price on Sales Orders.

2. You can use a fulfillment view in the Order Management work area to view the coverage or subscription after you import it. You can also use the Order Management work area to revise your sales order, but pricing is frozen so don't modify the quantity unless you need to cancel the entire order line.

You can use the Subscription Management work area to export or update the coverage or subscription, but only after Order Management fulfills it.

Summary of the Setup

1. Opt into the feature.
2. Manage administrator profile values.
3. Manage pricing.
4. Set up orchestration.
5. Set up the item.
6. View subscriptions in sales orders.
7. Revise your sales order.

In this example, assume you must Integrate Order Management with Subscription Management so it can process the Monthly Magazine Subscription item, for a period of one year.

Opt Into the Feature

1. Go to the Setup and Maintenance work area, then select the Sales offering.
2. Click Change Feature Opt In.
3. On the Opt In page, in the row that has Subscriptions in the Name column, click the pencil.
4. Enable the features that you need.
   • Integrate Order Management with Subscription Management to Process Subscriptions
   • Integrate Order Management with Subscription Management to Process Coverages
   • Rate Usage with Events. Enable this feature if you want to use rate plans to send usage charges.

Note

• You can use this feature only with order lines that you create after you opt into the feature.
• Order Management won't apply this feature to order lines that you create before you opt in.

Manage Administrator Profiles

1. Go to the Setup and Maintenance work area, click Tasks > Search, then search for Manage Administrator Profile Values.
2. Search for the values.

   Attribute	Value
   Profile Option Code	RCS_DEFAULT_UOM_CLASS_CODE_FOR_SVC_DURATION
   Profile Option Name	SCM Common: Default UOM Class for Service Duration

   You use this profile to specify the UOM class that contains the time measurements for your service duration.

3. In the Profile Values area, click Actions > New, then set the values.

   Attribute	Value
   Profile Level	Site
   Profile Value	Time

4. Click Save and Close > Done.

Map the time units from your class to standard time units.

1. On the Setup page, go to the task.
   • Offering: Order Management
   • Functional Area: Orders
   • Task: Manage Time Unit Mappings
2. Use the Manage Time Unit Mappings page to map time units. Use these values.

   User Unit	Base Unit	Base Unit
   YEAR	Year	1
   MONTH	Month	1
   DAY	Day	1
   QUARTER	Month	3
   WEEK	Day	7
   YEAR	Month	12

   These values will accommodate most coverages and subscriptions in a typical Order Management implementation. If necessary, you can use different values. For an example that describes how to map time units, see Set Up Coverages for Sales Orders.

3. Click Save and Close.
4. Repeat these steps, but do it in the Sales offering.

Manage Pricing

Set up pricing rules. For details, see Pricing Rules.

Make sure you use the same value in the Price Periodicity UOM Class attribute in your pricing set up that you used when you set up the SCM Common: Default UOM Class for Service Duration profile option earlier in this procedure. For details, see Manage Pricing Charge Definitions.

Set Up Orchestration

You can use this predefined orchestration process to orchestrate fulfillment for your subscription across Oracle Applications:

Try it.

1. Go to Technical Reference for Order Management (Doc ID 2051639.1).
2. Download the Integrate Subscriptions attachment.
3. Open the attachment that you just downloaded, locate the SubscriptionIntegrationOrchestrationProcesses_20220615.zip file, then use it to import the CustomDOO_PauseforShipSubscriptionsProcess orchestration process into your environment. For details about how, see the Import subtopic in Migrate Orchestration Processes in Order Management.

Your orchestration process must wait, and then send the item to Subscription Management only after Order Management finishes fulfilling it.

If this doesn't work for you for some reason, then you will need to create your own orchestration process. If you are currently using your own orchestration process, then you must modify it. For details, see the Alternative Orchestration Process section in the Integrate Subscriptions attachment in Doc ID 2051639.1.

Set Up the Item

1. Go to the Product Information Management work area, then click Tasks > Manage Items.

   Assume you already have a subscription item, and you now just need to verify that you can use it with this feature.

2. On the Manage Items page, search for the value, then open the item for editing.

   Attribute	Value
   Item	Monthly Magazine Subscription

3. In the Unit of Measure area, set the value.

   Attribute	Value
   Primary Unit of Measure	Select one: · For a subscription, select Each. · For a coverage, chose a service duration. These values come from the class that you specified earlier in this procedure.

4. Click Specifications > Service, then set the values.

   Attribute	Value
   Enable Contract Coverage	If your item is a coverage, then make sure this attribute contains a check mark.
   Service Duration Type	Select Variable or Fixed. You can't use Open Ended.
   Duration	12
   Duration Period	Month
   Service Start Type Service Start Delay Allow Suspend Allow Terminate Requires Fulfillment Location Requires Item Association	These are optional attributes that you can use, as needed.

5. Click Sales and Order Management, then set the values.

   Attribute	Value
   Customer Ordered	Contains a check mark.
   Returnable	If you set Allow Terminate to Yes on the Service tab, then you can add a check mark to Returnable.
   Sales Product Type	If you item is a: · Subscription, then set this attribute to Subscription. · Coverage, then set it to one of: Included Warranty Extended Warranty Service Level Agreement Software Maintenance Preventative Maintenance

Manage Subscriptions in Sales Orders

Assume you import sales order 522987, and that order includes a coverage and a subscription for the AS54888 Desktop Computer.

1. Go to the Order Management work area, search for, then open sales order 522987.
2. On the Order page, in the Order Lines area, look at the order lines to get details about the coverage, subscription, and pricing.

   Item	Status	Duration	Period	Amount for Total Duration	Quantity
   AS54888 Desktop Computer	Asset Interface Completed	-	-	-	1
   2 Year Warranty	Subscription Interfaced	2	Year	Subscription Fee	1
   Cloud Backup	Subscription Interfaced	2	Year	Activation Fee Subscription Fee	1

3. Scroll to the right to get more details.

   Item	Subscription Profile Name	Subscription Number	Pricing Term's Start Date	Pricing Term's Period	Pricing Term's Application Method	Pricing Term's Adjustment Percentage
   AS54888 Desktop Computer	-	-	-	-	-	-
   2 Year Warranty	zOSS_SP_ServiceStartActual	CDRM_30015	-	-	-	-
   Cloud Backup	zOSS_SP_ServiceStartActual	CDRM_30015	3/1/23 10:02 PM	1 Quarter	Markup	10

You can also view these details in a fulfillment view. For example:

1. Go to the Order Management work area, then click Tasks > Manage Fulfillment Lines.
2. In the search results, click the order number.
3. On the Order page, click Fulfillment Lines, then notice your lines.

   Fulfillment Line	Item
   1-1	AS54888 Desktop Computer
   1:1-1	2 Year Warranty
   1:1-2	Cloud Backup

4. Click 1:1-2.
5. On the Fulfillment Line page, scroll down to the Service Details section, then examine the attributes.

Revise Your Sales Order

You can use REST API, FBDI, or the Order Management work area to revise a sales order that has a coverage or subscription.

• Pricing is frozen so you must not modify values in attributes that affect pricing in the Order Management work area. If you must modify pricing, then do it in an import payload.
• To use the Order Management work area to cancel a coverage or subscription, enter the entire quantity. Don't enter only part of the quantity. For example, if the original quantity is 10, then enter 10 to cancel.
• You can't copy a sales order that has a coverage or subscription that you integrate with Subscription Management.
• You can use the Order Management work area to associate a subscription with another item, or you can add a subscription by itself and not associate it to another item. See Add Subscriptions to Sales Orders.
• You can set other values on the order line that affect the subscription. For example, choose a rate plan, add a pricing term, override a charge, and so on. The values that you can set depend on how you set up pricing. See Manage Price Lists That Have Rate Plans.