Saturday, December 7, 2013

Service Contracts Setups - Part : 1

Lets start with mandatory setups.

Mapping Time Unit Of Measure (UOM) :-

You might be thinking why we need to setup unit of measure in Service Contract. Well Service Contracts need unit of measure conversion for time. There is possibility that unit of measure defined in Inventory module don't suite Service Contract requirement, So we have our own UOM mapping that will be used while we create contract.

Its just the mapping that we do here actual UOM are already defined in Inventory. If the business requirement needs some special time UOM then first define the UOM in Inventory and later map in Service Contracts.

There are six internal base time units: seconds, minutes, hours, days, months, and years. Make sure to map each time unit you want to use in Oracle Service Contracts. An example of a mapping: Day (your definition) = 1 day (base definition).


Navigation :- Service Contracts Manager -> Setup -> Service Contracts -> Time Units -> Time Units of Measure
Add new entries based on you business requirement, atleast enter what we have in below screen shot.
Note :- After you save, definitions cannot be deleted or updated.

Setting Up Status and Operations :-


This is really important and interesting. It decides what are actions / entitlements can be provided upon a contract to customer at a given state of contract. 


Status has two objects:-
 - Status Type - Seeded status type showing actual state of contract
 - Statuses      - Statuses are based on status type and its customizable as per business requirement.

The operations we define are dependent on two things :-
 - Contract Category (e.g Service Agreement / Subscription Agreement etc...)
 - Contract Status (Active / Hold / Entered etc...)

Following actions are available which tell what is permitted on a contact :-
Updated Online
Eligible for Entitlement
Update Via Change Request


To allow concurrent program Status Change to automatically update contract statuses, you must define a default status for each status type. You can activate and deactivate operations by selecting or clearing the Allowed check box.

The following table provides a listing of the seeded status types, the corresponding seeded default statuses, and the operations allowed for the Service Agreement, Subscription Agreement, and the Warranty and Extended Warranty categories.
Note: In the following table, (C) indicates the allowed operation affects the contract level and (L) indicates the allowed operation affects the line level.
Seeded Status Types, Statuses, and Allowed Operations
Status TypeStatusAllowed Operations for Service Agreement CategoryAllowed Operations for Subscription Agreement CategoryAllowed Operations for Warranty and Extended Warranty Category
ActiveACTIVE
  • Update via Change Request (C)
  • Eligible for Entitlement (L)
  • Eligible for Invoicing (L)
  • Update Online (C)
  • Update via Change Request (C)
  • Eligible for Entitlement (L)
  • Eligible for Invoicing (L)
  • Update Online (C)
  • Update via Change Request (C)
  • Eligible for Entitlement (L)
  • Eligible for Invoicing (L)
  • Update Online (C)
CancelledCANCELLED
  • Update via Change Request (C)
  • Delete Allowed (C)
  • Eligible for Entitlement (L)
  • Update Online (C)
  • Update via Change Request (C)
  • Delete Allowed (C)
  • Eligible for Entitlement (L)
  • Update Online (C)
  • Eligible for Entitlement (L)
EnteredENTERED
  • Update via Change Request (C)
  • Delete Allowed (C)
  • Eligible for Entitlement (L)
  • Update Online (C)
  • Update via Change Request (C)
  • Delete Allowed (C)
  • Eligible for Entitlement (L)
  • Update Online (C)
  • Delete Allowed (C)
  • Eligible for Entitlement (L)
  • Integration with Oracle Order Management (C)
  • Update Online (C)
ExpiredEXPIRED
  • Update via Change Request (C)
  • Eligible for Entitlement (L)
  • Eligible for Invoicing (L)
  • Update Online (C)
  • Update via Change Request (C)
  • Eligible for Entitlement (L)
  • Eligible for Invoicing (L)
  • Update Online (C)
  • Eligible for Entitlement (L)
  • Eligible for Invoicing (L)
HoldHOLD
  • Update via Change Request (C)
  • Eligible for Entitlement (L)
  • Eligible for Invoicing (L)
  • Update Online (C)
  • Update via Change Request (C)
  • Eligible for Entitlement (L)
  • Eligible for Invoicing (L)
  • Update Online (C)
  • Eligible for Entitlement (L)
  • Eligible for Invoicing (L)
HoldQA HOLD
  • N/A
  • N/A
  • N/A
SignedSIGNED
  • Update via Change Request (C)
  • Eligible for Entitlement (L)
  • Eligible for Invoicing (L)
  • Update Online (C)
  • Update via Change Request (C)
  • Eligible for Entitlement (L)
  • Eligible for Invoicing (L)
  • Update Online (C)
  • Eligible for Entitlement (L)
  • Eligible for Invoicing (L)
TerminatedTERMINATED
  • Update via Change Request (C)
  • Eligible for Invoicing (L)
  • Update Online (C)
  • Update via Change Request (C)
  • Eligible for Invoicing (L)
  • Update Online (C)
  • Eligible for Invoicing (L)
  • Update Online (C)
Defining New Status

  • Navigate to Setup: Service Contracts -> Status and Operations
  • Query a status type e.g Entered (We need a default initial status as 'Draft')
  • From the toolbar, select the New icon (plus sign).
  • Enter a status as 'Draft'
  • Enter a meaning.
  • Optionally, enter a description.
  • Confirm the start date.
  • To make this the default status for the status type, select the Default check box.
  • Save the record.
Note: Each status type can have only one default.
Add / Update Operations

  • Select a status 'Draft'
  • From the toolbar, select the New icon (plus sign).
  • In the Allowed Operations by Category region, select a Category from the LOV, as Service Agreement.
  • Select an Operation from the LOV, such as UpdateOnline.
  • Select the Allowed check box.
  • Save.
Next : Service Contracts Setups - Part : 2

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