Update 23B

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	Module	Feature	Notes
03 MAR 2023			Created initial document.

Overview

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Feature Summary

Subscription Management

Subscription Management

New Validations for Milestone-Based Billing and Coverage

You can now check whether a coverage template has been associated with a coverage service product line before activating a subscription. In addition, when using milestone-based billing, if you delete the milestones and generate bill lines, you won't be able to activate the subscription, because a new validation checks whether you have created bill lines for the charge.

1. Activating a coverage service without a coverage template means that you cannot offer any entitlements to your customer. This can be avoided by enabling this validation.
2. If you are billing based on Milestones and want to ensure that charges which were intended to be billed based on Milestones do have Milestones, then this validation should be enabled.

Steps to Enable

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

Manage Subscription Invoices

You can now use the Invoice Workbench to complete invoices. You can query for invoice transactions based on a variety of search criteria. Based on privileges you can complete the invoice or reverse an incomplete transaction in Oracle Accounts Receivable. You have complete control over the bill line amount that goes into the customer invoice. This way you can preempt invoice disputes by correcting invoice amounts before they're completed and sent to the customer.

The Invoice Workbench is available for users who have the privilege Manage Invoice Workbench.

Invoice Workbench

You can search for invoices based on various criteria like Transaction Number, Bill-to Customer, Billing Account, Subscription Number; etc. Additional search fields are available.

You can complete transactions and also reverse transactions by selecting one or more transactions from the search results.

Complete Transaction

1. You can correct and complete invoices before they are sent to your customer.

2. You can complete subscription invoices without going to the Fusion Receivables application. 

3. You can reverse invoices and correct them before delivering them to your customer without going to Fusion Receivables application.

Steps to Enable

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

Tips And Considerations

1. You should define the transaction source and transaction type in Fusion Receivables such that they are in Incomplete status.
2. Identify your users who need to access the Invoice Workbench.
3. The Invoice Workbench can complete and reverse only Invoice transactions.
4. Identify your users who should be able to complete invoices and reverse invoices.
5. In addition to the 2 privileges mentioned, also ensure that the users have the following Fusion Receivables privileges

   • Manage Receivables Invoice

   • Manage Receivables Transactions

   • Delete Receivables Transaction

Role And Privileges

1. To access the Invoice Workbench the user should have the following privilege. - Manage Invoice Workbench.

2. To complete a transaction the user should have the following privilege. - Complete Invoice Transaction.

Rate Usage with Events

Enable rating of usage events with different pricing models. Usage events can be priced based on unit price, tier or a pricing matrix. You can capture multiple usage events from any mediation system into Subscription Management for rating and billing. These usage events are the events that were either previously rated using an external billing system, or events that are to be rated and billed in Subscription Management.

You can invoke the usage charge viewer from the Pricing tab under Subscription products.

You can view the details about usage charge (basic charge v/s base price matrix), tiered and attribute adjustments.

Usage Charge Viewer

Charge Viewer

Charge Viewer

This feature allows you to:

• Manage rate plans having usage charges (including base price matrix, tiered and attribute adjustments) for subscriptions using the Manage Price Lists REST resource
• Process a rate plan JSON (external quoting systems) document from having charges (calculated) and charge rules (definitions) for a subscription transaction
• View usage charge details including tiered and attribute adjustments through the Charge Viewer UI
• Rate usages based on consumption using the Price Usages rating service

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Sales

Tips And Considerations

To opt-in using the New Features work area:

1. Click the Navigator, and then click New Features (under the My Enterprise heading).
2. On the New Features page, select the offering Sales and Functional Area Subscription Management that includes the new feature "Integrate Order Management with Subscription. Management".
3. Click Opt-In for both of the features.
   • Integrate Order Management with Subscription Management to Process Subscriptions - This has to be enabled to process subscription products.
   • Rate Usage with Events - This has to be enabled if you are using Rate plans for pricing.

       4. On the Edit Features page, select the Enable option for the feature, and then click Done.

To opt-in using the Setup and Maintenance work area:

1. Click the Navigator, and then click Setup and Maintenance.
2. On the Setup page, select Sales offering, and then click Change Feature Opt-In.
3. On the Opt-In page Select Subscriptions , and click the Edit Features icon.
4. On the Edit Features page, select the Enable option for "Integrate Order Management with Subscription. Management" feature .
5. If the Enable column includes an Edit icon instead of a check box, then click the icon, select both feature options

• Integrate Order Management with Subscription Management to Process Subscriptions - This has to be enabled to process subscription products.
• Rate Usage with Events - This has to be enabled if you are using Rate plans for pricing.

         that you want to opt-in to.and click Save and Close.

Role And Privileges

No specific roles are needed .

Manage Allowances for Consumption based Subscription Models

Balance Management feature allows the tracking of quantity-based allowances and usages in a balance register. Users have the flexibility to configure balance codes and associate a condition to decide what usage events or allowances are considered while tracking the given balance. They can configure balance profiles to define the rule for pooling of allowances and usages, and to track all the related balances in a balance register. Allowances are tracked with effectivity dates and can optionally add a rollover period to extend the validity of allowances. During the usage rating process, it will draw-down the allowances from the respective balance register, and rate the excess usage quantity to determine the usage charge for that event.

Manage Balance Codes

Manage Balance Register

Manage Entitlement Plans

Manage Entitlement Plan Assignment

Subscription Product

View Balance Register

1. Allows tracking of quantity-based allowances and usages in a balance register, and rate the excess usage quantity to determine the usage charge for the usage event.

2. Pooling of allowances and usages with effectivity dates, and can optionally add a rollover period to extend the validity of allowance.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Sales

Tips And Considerations

To opt-in using the New Features work area:

1. Click the Navigator, and then click New Features (under the My Enterprise heading).
2. On the New Features page, select the offering Sales and Functional Area Subscription Management that includes the new feature "Integrate Order Management with Subscription. Management".
3. Click Opt-In for both of the features.
   • Integrate Order Management with Subscription Management to Process Subscriptions - This has to be enabled to process subscription products.
   • Rate Usage with Events - This has to be enabled if you are using Rate plans for pricing.

4. On the Edit Features page, select the Enable option for the feature, and then click Done.

To opt-in using the Setup and Maintenance work area:

1. Click the Navigator, and then click Setup and Maintenance.
2. On the Setup page, select Sales offering, and then click Change Feature Opt-In.
3. On the Opt-In page Select Subscriptions , and click the Edit Features icon.
4. On the Edit Features page, select the Enable option for "Integrate Order Management with Subscription. Management" feature .
5. If the Enable column includes an Edit icon instead of a check box, then click the icon, select both feature options

• Integrate Order Management with Subscription Management to Process Subscriptions - This has to be enabled to process subscription products.
• Rate Usage with Events - This has to be enabled if you are using Rate plans for pricing.

that you want to opt-in to.and click Save and Close.

Sell Subscriptions from Order Management

You can now sell and fulfill subscriptions from Order Management Cloud. The order is priced in an upstream application and a subscription is created upon fulfillment of the sales order. The subscription is billed from Subscription Management. Both subscriptions and coverage services can be sold from Order Management. Amendment and termination of subscription performed in an upstream application is passed to Order Management and then interfaced to Subscription Management. You can bill your customer one-time charges, recurring charges and usage charges for these subscriptions sold from Order Management. You can use the charges model or a rate plan model for pricing the subscription.

You now have a single order for coverages, subscriptions, covered products and associated assets. The start date of the subscription and coverage can be orchestrated based on the fulfilment of the physical items referenced by them in the sales order.

You can search for subscriptions using the sales order number. in Subscription Management. The integration between Fusion Order Management and Subscription Management is achieved via an interface table where the orders are processed via the Reprocess Order Management Transactions page.

Subscription Configuration

From the Reprocess Order Management Transactions UI you can search for sales orders with subscriptions and process sales orders to create or amend or terminate subscriptions. There are many search parameters available for you to search for specific orders.

Reprocess Order Management Transactions

You can select specific order transactions and Submit them for processing. You can also resubmit records that are in error status. Alternatively, you can also schedule the ESS Manage Subscriptions Using Order Management Transactions.

1. Sell subscriptions from Order Management for pre-priced orders.
2. Improving how you manage your quote to revenue flow for subscriptions and coverages.
3. Fulfill each sales order quickly and efficiently when the order includes a physical item and/or a coverage and/or a subscription.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Sales

Tips And Considerations

Here are some best practices to support your success:

•Utilize the Order Management flow for all subscription and coverage integrations

-Order Management allows you to bring in a full order picture and then utilize the orchestration process to fulfill or process in the necessary downstream applications

-Order Management can handle the associated products with the coverages – whether it be issuing the license or sending out an associated or covered product.

•Utilize Fusion Pricing for Price Management:

-Fetch the pricing from Fusion Pricing in your source system and then send the price to Order Management as a pre-priced order.

To opt-in using the New Features work area:

1. Click the Navigator, and then click New Features (under the My Enterprise heading).
2. On the New Features page, select the offering Sales and Functional Area Subscription Management that includes the new feature "Integrate Order Management with Subscription. Management".
3. Click Opt-In for any of the features.
   • Integrate Order Management with Subscription Management to Process Subscriptions - This has to be enabled to process subscription products.
   • Integrate Order Management with Subscription. Management to Process Coverages - This has to be enabled to process coverage service products.
   • Rate Usage with Events - This has to be enabled if you are using Rate plans for pricing.

that you want to opt-in to.

      4. On the Edit Features page, select the Enable option for the feature, and then click Done.

To opt-in using the Setup and Maintenance work area:

1. Click the Navigator, and then click Setup and Maintenance.
2. On the Setup page, select Sales offering, and then click Change Feature Opt-In.
3. On the Opt-In page Select Subscriptions , and click the Edit Features icon.
4. On the Edit Features page, select the Enable option for "Integrate Order Management with Subscription. Management" feature .
5. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options

• Integrate Order Management with Subscription Management to Process Subscriptions - This has to be enabled to process subscription products.
• Integrate Order Management with Subscription. Management to Process Coverages - This has to be enabled to process coverage service products.
• Rate Usage with Events - This has to be enabled if you are using Rate plans for pricing.

that you want to opt-in to.and click Save and Close.

      6. Click Done.

Key Resources

For details on enablement, please see Technical Reference for Oracle Order Management (Doc ID 2051639.1), then download the Integrate Order Management with Subscription Management 23b attachment.

Manage Revenue of Subscriptions Fulfilled from Order Management

You can now sell and fulfill subscriptions from Fusion Order Management and manage the revenue through the lifecycle of the subscription. You now get one revenue contract in Revenue Management Cloud which is created by Fusion Order Management and managed by Subscription Management throughout the lifecycle of the subscription. Subscription Management will revise the revenue contract when amendments and terminations of the subscription are initiated from Order Management.

1. Single view of all the revenue for a subscription order originating from Fusion Order Management.

2. Amendment and termination of subscription initiated from Order Management is seamlessly transferred to revenue contract through Subscription Management.

3. Adherence to ASC 606 standards.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Sales

Tips And Considerations

To opt-in using the New Features work area:

1. Click the Navigator, and then click New Features (under the My Enterprise heading).
2. On the New Features page, select the offering Sales and Functional Area Subscription Management that includes the new feature "Integrate Order Management with Subscription. Management".
3. Click Opt-In for any of the features.
   • Integrate Order Management with Subscription Management to Process Subscriptions - This has to be enabled to process subscription products.
   • Integrate Order Management with Subscription. Management to Process Coverages - This has to be enabled to process coverage service products.
   • Rate Usage with Events - This has to be enabled if you are using Rate plans for pricing.

that you want to opt-in to.

4. On the Edit Features page, select the Enable option for the feature, and then click Done.

To opt-in using the Setup and Maintenance work area:

1. Click the Navigator, and then click Setup and Maintenance.
2. On the Setup page, select Sales offering, and then click Change Feature Opt-In.
3. On the Opt-In page Select Subscriptions , and click the Edit Features icon.
4. On the Edit Features page, select the Enable option for "Integrate Order Management with Subscription. Management" feature .
5. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options

• Integrate Order Management with Subscription Management to Process Subscriptions - This has to be enabled to process subscription products.
• Integrate Order Management with Subscription. Management to Process Coverages - This has to be enabled to process coverage service products.
• Rate Usage with Events - This has to be enabled if you are using Rate plans for pricing.

that you want to opt-in to.and click Save and Close.

6. Click Done.

Key Resources

For details on enablement, please see Technical Reference for Oracle Order Management (Doc ID 2051639.1), then download the Integrate Order Management with Subscription Management 23b attachment.

Send Primary Salesperson to Oracle Account Receivables

You can now send the primary salesperson information to Oracle Accounts Receivables.

Availability of primary salesperson information for receivables processing.

Steps to Enable

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