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 |
|---|---|---|---|
| 24 NOV 2021 | Subscription Management | Default Payment Term from Customer Data | Updated document. Delivered feature in update 21D. |
| 17 SEP 2021 | Created initial document. |
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Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
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Extend Covered Levels and Entitlements Support for Asset Group and Product Group |
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Extend Covered Levels and Entitlements Support for Asset Group and Product Group
Subscription Management is enhanced to extend covered levels and entitlements support for Asset Group and Product Group. You can now create Asset Group and Product Group as new covered level types on a coverage product and provide entitlement support to all the assets or products covered under these asset or product groups.
Covered Levels
Adding a New Covered Level
The introduction of the new covered levels gives you more options to provide coverage for a subscription coverage product. You can now provide coverage at asset group, and product group level.
Steps to Enable
The new covered levels are available by default in the covered level tab for a subscription coverage product. Here are the steps to provide entitlement information of new covered levels from Subscription Management.
- Sign in as a setup user.
- Go to the Subscription Management work area.
- On the Subscriptions landing page, click the Subscription Configuration tab.
- Click Manage Algorithms.
- Select the Get Subscription Entitlements row and click Actions > Create Version to create a new version of the base algorithm.
- Click the Get Subscription Entitlements link to edit the algorithm.
- On the Edit Algorithms: Get Subscription Entitlements page, select the Variables tab.
- Change the default value of EnableManualPricedCoveredLevel from False to True.
- Click Save and Close.
- From the Manage Algorithms page, click Actions > Publish.
Key Resources
- See the "Configure Subscriptions" chapter in the Implementing Oracle Subscription Management guide.
Add Attachments in Subscription Email
You can use the Attachments section on the Email Subscription page to include files in your subscription email.
Add Attachments
You can add more than one attachment by either dragging the file to this window or by browsing for a file.
This feature gives you the ability to attach additional files when sending out a subscription email.
Steps to Enable
You don't need to do anything to enable this feature.
Use Name or Code Values While Importing Subscriptions
Instead of having to identify and insert the internal identifiers for attributes, such as business unit, primary party, and so on, you can now enter the name or code values for these attributes in the import spreadsheets. This makes the creation of your import spreadsheets easier to import subscriptions from your legacy system.
This feature eases the trouble of finding internal identifiers for input parameters
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
See the subscriptions sections in the Understanding Import and Export Management for CX Sales and B2B Service guide.
Access Customer Subscription Metrics Using a REST API
You can now access customer subscription metrics using the Subscription Metrics REST API. You can also display the metrics in monthly, quarterly, and yearly time periods.
This feature makes it easier for you to access subscription metrics for your specific customers.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
You need to schedule the Aggregate Historical Subscriptions Data for Reporting process once to aggregate historical subscription data for your customers. You can also schedule the Aggregate Incremental Subscriptions Data for Reporting process to aggregate subscriptions data for the current month, quarter, and year.
Key Resources
- See the "Analyze Subscription Trend Reports" chapter in the Implementing Oracle Subscription Management guide.
Role Information
- Subscription Specialist
Enable Additional Billing Configurations
If the invoicing rule is Advance then you can bill your entire subscription immediately at the start of the subscription term. You can select the new Bill immediately check box to send all the bill lines of a subscription product to receivables at the start of the subscription term. Additionally, you can use past dates in the Align Billing From date field to align your billing periods.
Use the new Bill immediately check box when you want to invoice all the bill lines in your subscription at the start of the subscription term. This allows you to bill your customers upfront. If you want to align the billing periods of a new subscription product to the billing periods of an older product in your subscription, enter a past date in the Align Billing From field.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See the "Subscription Pricing and Billing" chapter in the Using Oracle Subscription Management guide.
Default Payment Term from Customer Data
Enable the default payment term from customer data. You can get the payment term associated with the customer profile to Subscription Management by enabling the default setting in the subscription profile.
Currently, the payment term associated with the subscription profile is defaulted to the subscription, irrespective of the payment term associated with the customer. This feature lets you default the payment term from the customer master record by enabling the check box Default payment term from customer data in the subscription profile.
Default Payment Term from Customer Master Record
This feature lets you default the payment term from the customer master record.
Steps to Enable
You don't need to do anything to enable this feature.