Update 20D

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Product	Feature	Notes
18 SEP 2020			Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update.

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Feature Summary

Subscription Management

Configure Subscription Profile Options Using Setup and Maintenance Task

The Manage Subscription Profile Options task groups the profile options required for Subscription Management. You can use this task to configure:

• RCS_DEFAULT_UOM_CLASS_CODE_FOR_SVC_DURATION
• OSS_COPY_SUBCR_MAP
• OSS_COPY_SUBCR_PRODUCT_MAP
• OSS_COPY_SUBCR_PRODUCT_SUSP_MAP
• OSS_ENABLE_UI_ACTIONS
• OSS_PRICING_APPLICATION
• OSS_USAGE_CHARGE_IDENTIFIER

Manage Subscription Profile Options

This feature makes access to the profile options easier.

Steps to Enable

Here are the steps to access the Manage Subscription Profile Options task:

1. Sign in as a user with access to the setup areas.
2. Navigate to Setup and Maintenance work area.
3. Open the Tasks side panel and click Search.
4. Search and select the Manage Subscription Profile Options task.
5. Select a profile option you want edit.

You must set up the RCS_DEFAULT_UOM_CLASS_CODE_FOR_SVC_DURATION profile option to convert the service duration and period between different time units using the Manage Subscription Time Unit Mappings task.

Key Resources

See the Subscription Setup Checklist chapter in the Implementing Subscription Management guide.

Update Subscriptions When Parties Merge

When you merge parties and related entities, such as accounts and sites in Oracle Customer Data Management, the application updates the corresponding subscriptions to reflect the merge results. The application replaces the acquired or duplicate parties and its related entities in a subscription with the new party and its entities.You need the Oracle Customer Data Management license to perform party merge.

Here are the fields within Subscription Management that are updated after the parties and related entities merge:

Subscription Summary Tab

• Customer
• Billing Account
• Bill-to Site

Product Summary Tab

• Billing Account
• Bill-to Site
• Ship-to Party
• Ship-to Site

Parties Tab

• Name

Renewal Controls Tab

• Organization Name

Default Coverage Tab

• Default Level Value

Oracle Revenue Management, Oracle Pricing, and Oracle Tax don't support party merge. Therefore, these entities won't get updated after the party merge:

• Tax exemption certificates
• Revenue contracts
• Pricing qualifiers
• Customer profiles
• Dynamic matrix

With this feature, you can replace the duplicate parties and related entities with the new party and consolidate all the subscriptions under one party for the ease of tracking. This feature is essential for data integrity so that your reports and invoices reflect the correct data.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

See the Introduction to Subscriptions chapter in the Using Subscription Management guide.

Schedule Product Change

You can schedule an automatic product change at any point in the subscription life cycle. You can change the subscription product using:

• Next renewal date     
• Next price change date      
• A specific date assigned by you

When you change a subscription product based on a date, you can even select the date that’s in the middle of a recurring billing period with a prorated partial period.

Here are the schedule processes you must use for the automatic product change to work:

• Automatically Renew Eligible Subscriptions: This scheduled process performs schedule product change when you select the Next renewal date option.
• Schedule Product Change: This scheduled process performs schedule product change when you select the Next price change date or From option.

Edit Product UI

This feature provides you with the flexibility of configuring a scheduled process to update products automatically. You can schedule an automatic product upgrade or downgrade based on when you want the products to be updated.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

See the Manage Subscriptions chapter in the Using Subscription Management guide. 

Delete Email Address to Comply with GDPR on the Right to be Forgotten

The General Data Protection Regulation (GDPR) is a data protection and privacy law that regulates the collection and use of Personally Identifiable Information (PII) of all individuals within the European Union and the European Economic Area.

Use this feature to delete email address references of customer contacts stored in Subscription Management.

Delete Contact Email Address Process

This feature lets you manage and protect PII of your customers and comply with GDPR's regulation on the right to be forgotten.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

See the Configure Subscriptions chapter in the Implementing Subscription Management guide.

Update Multiple Subscriptions

You can update one or more fields across multiple subscriptions at once. The fields that you can update are:

• Bill To Account
• Bill To Site
• Ship to Party
• Ship to Site
• Billing Frequency
• Billing Date
• Billing Date Offset
• Bill on Day
• Invoicing Rule
• End Date
• Payment Terms
• Renewal Price Adjustment Type
• Renewal Price Adjustment Basis
• Renewal Price Adjustment Value
• Renewal Process
• Quote to Contact

The values updated in the fields are cascaded to the products and covered levels. You can enable the Update action using Application Composer.

Update Multiple Subscriptions Page

You can reprocess the subscriptions that fail during subscription reprice, billing schedule generation, or subscription activation by:·

• Manually running the Update and Reprocess Multiple Subscriptions scheduled process.
• Scheduling this process to run periodically.
• Submitting new subscriptions for mass update. When you process new subscriptions, the scheduled process also picks up unprocessed subscriptions from past.

By default, this scheduled process includes unprocessed draft subscriptions from the past 30 days. You can change the number of days by entering a new value in the Days to Reprocess past Subscriptions field while running the scheduled process manually.

Update and Reprocess Multiple Subscriptions Process

As a part of Sales transactions, the Sales Managers are required to perform same actions on multiple subscriptions. Instead of performing these actions individually on each subscription, Sales Managers can use this feature to select multiple subscriptions and update them together.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• It's recommended to update up to 50 Subscriptions at once. However, you can update up to 500 subscriptions using the Maximum Number of Subscriptions to Update profile option.
• You can use the Advanced Search filter to easily and quickly search subscriptions that you want to mass update.

Key Resources

See the Manage Subscriptions chapter in the Using Subscription Management guide.

Enable Credit Card Authorization in Subscriptions

Before activating a subscription you can authorize the credit cards used as payment methods. This optional step can be added by configuring the event model. The authorization helps in ensuring that a credit card used as the payment method is valid and can be used later to capture funds.

The Renewal Payment Method field at the subscription and product levels lets you specify the payment method for the subscription created on renewal.

Renewal Payment Method field on Subscription

Renewal Payment Method on Products

Authorizing a credit card on activation helps you avoid activating renewed subscriptions that use an invalid credit card as the payment method. The Renewal Payment Method field lets you specify the payment method for renewed subscriptions in advance and ensure that expired payment methods aren't copied over to the renewed subscription.

Steps to Enable

Here are the steps to enable credit card authorization:

1. Sign in to the application as a setup user.
2. Ensure you're working in an active sandbox with the Configure Business Objects tool enabled.
3. Navigate to Subscription Configuration > Subscription State Management > Event Models.
4. Use the Event Models task to configure events and actions for the oracle.apps.subscriptionManagementsubscriptionService.view.SubscriptionsVO business object.
5. In the States section on the Edit Event Model page, select General.
6. In the General: Details section, configure the VALIDATE event, and add an action to perform credit card authorization when a subscription is validated during activation using the API call in Groovy script as follows:

eventModel.execute('StatusManagementAM').authorizeCreditCards(SubscriptionId,1.0,eventModel.eventData.SequenceId, 'E');

Subscription Event Model Setup

NOTE:

• In the above API call, the parameter “1.0” is the authorization amount and can be changed as per your business need.
• The parameter “E” is used to specify that this validation is considered as an error. Use “W” instead if you want this validation to be a warning.

7. The API returns an Array List whose first element is Success or Failure. In case of failure, the second element of the Array List returned is a list of error messages for each credit card authorization that failed. If required, you can use these return values to write any custom business logic.
8. Test your changes and publish the sandbox

Key Resources

See the Subscription Setup Checklist chapter in the Implementing Subscription Management guide.

Use Straight-Line Revenue Recognition Method for Subscriptions with Periodic Adjustments

You can generate billing schedules for the full subscription term where the customer agrees to periodic adjustments over the pricing term of the subscription. The application computes the total contract value for the full term and recognizes the revenue proportionately using the straight-line method over the subscription term to comply with ASC 606 and IFRS 15.

When you select the Generate billing schedule for the full period check box for subscription products with pricing terms, the application generates billing schedules for the entire subscription product duration. The price for each term is calculated using the markup or markdown percentage entered by you. For subscriptions starting mid-month, schedules are prorated based on the markup or markdown percentage for the specific term.  A revenue contract is created for the entire duration of the subscription product.

The checkbox is not available for subscriptions with the Pricing Method field selected as Reprice.

This feature lets you generate a revenue contract for the entire duration of a subscription.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

You can't use this feature with the evergreen subscription.

Key Resources

See the Subscription Pricing and Billing chapter in the Using Subscription Management guide.

Analyze Subscription Renewals and Amendments Using Reports

You can use the Subscription Relationships Real Time subject area to create Oracle Transactional Business Intelligence (OTBI) reports that are needed for analyzing the subscription renewals and amendments. Here are the attributes you can analyze using this subject area:

• Number of product upgrades and downgrades
• Increase or decrease in Monthly Recurring Revenue (MRR) due to amendments
• Expansions and contractions in Total Contract Value (TCV) due to amendments
• Subscription renewal rate
• MRR renewal rates

Use the Subscription Relationships Real time subject area from Reports and Analytics to analyze the subscription relationships data.

Subscription Relationships Real Time

This feature enables access to relationship-based analysis of subscriptions.

Steps to Enable

Leverage new subject area(s) by adding to existing reports or using in new reports. For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).