Integrate Order Management with Revenue Management

Set up system options for Revenue Management, set up a scheduled process, and do other set ups when you integrate Order Management with Revenue Management.

Summary of the Set Up

1. Set up system options for Revenue Management.

2. Do other set ups for Revenue Management.

3. Set up the scheduled process.

4. Set up the lookup code.

In this example, assume you must create an integration for the Vision Operations business unit to integrate the AS54888 Laptop Computer item, using the daily currency exchange rate.

Set Up System Options for Revenue Management

1. Make sure you have the privileges that you need to administer Oracle Financials.

2. In the Setup and Maintenance work area, go to the task.

   • Offering: Financials

   • Functional Area: Revenue Management

   • Task: Manage System Options for Revenue Management

3. In the Source Document Types area, locate the row you will modify. If the row doesn't exist, then create a new one.

   Attribute	Value
   Source Document Type	Sales Order You can use this integration only with the Sales Order document type.
   Ledger	Vision Operations

4. In the Currency Conversion area, set the value.

   Attribute	Value
   Currency Conversion Type	Daily Exchange Rate If the Order Entry Specialist uses the Edit Currency Details action on the order header to set the Type attribute in the Conversion for Accounting area, then the integration uses that value instead of the value you set in Currency Conversion Type.

5. Click Extraction Start Date in the row you just modified, then set the values.

   Attribute	Value
   Company	01 Operations
   Department	130 Computer Resources
   Account	2925 Revenue Clearing
   Subaccount	2103 California
   Product	104 Laptop Computers

6. Assign contract accounts.

7. Review exemption thresholds in the Revenue Accounting and Thresholds area.

8. Assign the IFRS 15 and ASC 606 adoption period.

Do Other Set Ups for Revenue Management

• Set up a pricing dimension structure for a standalone selling price according to the entity's pricing policy for each item on the sales order. For details, go to Using Revenue Management, then search for Pricing Dimensions, or search for Standalone Selling Price Profiles.

• Set up rules to group order lines into accounting contracts and distinct performance obligations. For details, go to Using Revenue Management, then search for Performance Obligation Identification Rules.

Set Up the Scheduled Process

Run a scheduled process so Oracle Revenue Management has the data it needs to process revenue, to determine cost of goods sold in Oracle Cost Management, and to process invoices in Oracle Receivables.

1. Make sure you set up the Extraction Start Date, described earlier in this topic.

2. Sign into Oracle Applications. Make sure you have the Extract Sales Orders for Revenue Management privilege.

3. Go to the Scheduled Processes work area, then click Schedule New Process.

4. Search for the scheduled process.

   Attribute	Value
   Name	Extract Sales Orders for Revenue Management The process sends sales orders, return orders, order revisions, and fulfillment details to Revenue Management.

5. Set the business unit, click Schedule, then schedule the process to run at least one time each day.

6. Set the parameters depending on how they impact performance.

   Parameter	Description
   Batch Size	Specify the number of order lines to process. Specify a minimum of 5,000 lines up to a maximum of 50,000 lines. If you don't specify a value, then the scheduled process will process up to 5,000 lines in each batch, by default.
   Number of Processes	Specify the number of instances of this scheduled process to run concurrently. Running processes concurrently helps to finish the batches more quickly, but also consumes more resources. Specify a minimum of 1 instance up to a maximum of 10 instances. If you don't specify a value, then the scheduled process will run up to 4 concurrent instances, by default.

   For important details, see Guidelines for Using Scheduled Processes in Order Management.

7. Click Submit, then notice the process number that the confirmation dialog displays, such as 122044.

8. Click Refresh, then monitor the search results for your process, such as 122044.

   The search results might display more than one instance of your process depending on how you set the parameters. For example, if you set Number of Processes to 6, then it might display up to 6 instances of 122044.

If you encounter an error when you run this scheduled process, there might be a problem with the data in your sales orders. For example, you have an order line that has a service item, such as Monthly Maintenance for the AS54888 Computer, but the line doesn't have the extended amount for the duration of the service in the currency that the order header uses.

Set Up the Lookup Code

1. In the Setup and Maintenance work area, go to the task.

   • Offering: Financials

   • Functional Area: Receivables

   • Task: Manage Receivables Lookups

2. On the Manage Receivables Lookups page, search for the value.

   Attribute	Value
   Lookup Type	ORA_AR_FEATURES

3. In the Lookup Codes area, click Actions > New, then set the values.

   Attribute	Value
   Lookup Code	VRM_COSTING_INTEGRATION
   Reference Data Set	Common Set
   Meaning	Enable integration between Order Management and Revenue Management
   Display Sequence	1
   Enabled	Contains a check mark.
   Start Date	Set to today or a date that happens before today.

4. Click Save and Close.