Oracle Subscription

Management

Subscription Management

Questions and Answers

Oracle Subscription Management

Subscription Management Questions and Answers

F84997-18

Copyright © 2023, 2024, Oracle and/or its affiliates.

Author: Carmen Myrick

Subscription Management Questions and Answers

1

What can I use the Security Console for? ................................................................................................................................. 1

What makes up a subscription? .................................................................................................................................................. 2

How do I analyze subscription trend reports? ......................................................................................................................... 4

How do I enable Subscription 360 in accounts? ..................................................................................................................... 7

What's the subscription lifecycle? .............................................................................................................................................. 9

Can I use multiple currencies in subscriptions? ..................................................................................................................... 13

How do I amend subscriptions? ................................................................................................................................................ 13

Why is the subscription header closed but the lines are still active? ................................................................................ 15

How can I change the date format for an invoice? .............................................................................................................. 26

How do I enable Subscription 360 in accounts? ................................................................................................................... 26

How do I set up credit card payments for subscriptions? .................................................................................................. 28

If customer acceptance is required, who receives the email notification? ...................................................................... 29

How do I set up VAT or other tax policies for CX? ............................................................................................................... 29

Can I pass custom fields to Accounts Receivable? ............................................................................................................... 29

Can I automatically generate the billing schedule after updating products? ................................................................. 30

Can I see prior changes to a field after I've added it to the application? ........................................................................ 30

How do I initiate a customer asset transfer with included warranty? .............................................................................. 30

Why wasn't a coverage template auto-populated based on default coverage setup? .................................................. 30

Why am I getting the error, "Unable to retrieve content. Additional information for Remote Region error #5?" .... 35

How can I bill using estimated usage? .................................................................................................................................... 35

Why does my inactive bill-to site still appear in search results? ....................................................................................... 38

What descriptive flexfields can I use in subscriptions? ....................................................................................................... 38

How can I send bill lines to Accounts Receivable ................................................................................................................. 39

How can I generate invoices in Revenue Management? .................................................................................................... 40

Why aren't the billing summary and pricing information getting generated for included warranty products? ...... 42

How can I integrate subscriptions with order management? ............................................................................................ 42

How do I set up and use the invoice workbench? ................................................................................................................ 42

How do I set up rate charges and usage plans? ................................................................................................................... 43

How can I see if a subscription is suspended? ..................................................................................................................... 46

Can I bulk update custom fields? ............................................................................................................................................. 47

How do I enable prospective accounting? ............................................................................................................................. 47

What should the value of the pricing application profile option be when integrating with Oracle CPQ? .................. 48

How does Price Override Adjustment work? ......................................................................................................................... 48

What's the role of Oracle Accounts Receivable accounting rule in a Subscription Profile, and does it impact the

frequency of revenue recognition? .......................................................................................................................................... 48

How do I stop active subscriptions from getting invoiced? ............................................................................................... 49

What table should I use for reporting coverage and entitlements? ................................................................................. 49

How's currency assigned to an automatically created included warranty subscription contract? ............................. 49

Can I do a prepayment for a subscription? ............................................................................................................................ 51

How does tax get calculated on subscriptions? .................................................................................................................... 52

How do I close a covered-level asset in an included warranty? ........................................................................................ 52

Can I bill a customer on a monthly basis even if the product's billing cycle is quarterly? ............................................ 53

How do I close a covered-level asset in an included warranty? ........................................................................................ 53

Can I create a deep link to the order creation page? .......................................................................................................... 54

Can I change the subscription number of a renewed subscription? ................................................................................ 54

How do subscriptions automatically or manually renew? .................................................................................................. 54

How do I create and manage subscription renewal templates? ........................................................................................ 57

How can I associate assets with subscriptions? ................................................................................................................... 60

How do I update contract attributes when I renew or duplicate a contract manually? ................................................ 60

Does a revenue contract get duplicated when integrating Subscription Management with Order Management?

............................................................................................................................................................................................................ 61

How do I stop active subscriptions from getting invoiced? ................................................................................................ 61

What REST APIs do I use to create, amend, renew or terminate a subscription? .......................................................... 66

Can I send subscription billing information to Accounts Receivables in parallel to multiple business units? ....... 66

How do I create deep links in Subscription Management? ................................................................................................ 66

What table should I use for Close Reason and Amendment Reason on the Subscription Product page? ................ 67

How to make pricing appear in a Subscription? ................................................................................................................... 68

How can I restrict the creation of another subscription when an active subscription already exists for a covered asset?

........................................................................................................................................................................................................... 68

How do I show the preventive maintenance tab in the standard coverage template? ................................................. 68

If a subscription product is scheduled to be closed at a future date but is renewed before that date, does the renewal

line get terminated at the scheduled future date? ............................................................................................................... 69

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Get Help

You can do these tasks on the Security Console:

Maintenance work area, also open the Security Console:

You may also be interested in reviewing the article, How to Audit Security Customization (Role Creation, Role

Modification, Role Membership, Entitlement/ Privilege Changes) in Fusion Application (Doc ID 2175861.1), on My Oracle

Support.

can see Subscription subtab, also known as Subscription 360, on the Accounts page, they can't view, create, or edit

subscriptions.

To enable Subscriptions 360 for salespeople:

◦

Subscription Amendment External

◦

Subscription Authoring External

◦

Each subscription typically moves through certain predefined statuses as part of its lifecycle.

and their transitions and use them.

The actions you can take on a subscription during each of its statuses are determined by status rules. For example, you

can’t edit some fields in the UI for certain statuses. And, for example, the Tax Control field becomes read-only when a

subscription is in active status.

In addition, when a subscription moves out of a status, the resulting status follows rules.

This chart shows how a subscription moves through its lifecycle, from its creation to its approval. A new subscription

is created in the Draft status. Then, depending on different actions, some manual and some through workflow, the

subscription goes through different lifecycle statuses.

Status

Reprice

Draft

Regenerate Billing Schedule

Draft

Cancel

Canceled

Here are the different actions you can perform on a subscription and its lines when the subscription is in the Under

Status

Withdraw

NA

Status

Preview

NA

Validate

NA

including discounts from the source line, aren't carried forward to the target line.

Here's what happens next:

The Relationship subtab displays the Amended From and Amended To details on the new product line and old product

line, respectively. You can drill down to the source line detail page. All fields on this page are read-only.

To revert an amendment you can delete the new line in draft status. After you delete the draft product, the other

product that was under amendment becomes active again.

Here are a couple of scenarios that describe the lifecycle statuses of the current and new coverage product lines.

Past Date/System Date

1. Under Amendment status, when the

amendment is rejected

1. Draft status, initially

2. Pending Approval status, when the

3. Active status, when the amendment is

Future Date

1. Under Amendment status, initially

2. Pending Approval status, when the

subscription is sent for approval

3. Terminated status, when the amendment

is approved

1. Draft status, initially

2. Active status, when the amendment is

approved

Related Topics

That's because you can mark certain lines of a subscription to close in the future. The lines remain open while the

You want to close line L100 on 1-DEC-2023 (in this example it's a future date) and close all other 99 lines on, say, 31-

JAN-2023 (a past date in this example).

You can future-close L100 with a close date of 1-DEC-2023. The status of line L100 status will still be active, since it's

future-closed.

Now you can close the header with a close date of 31-JAN-2023 (a past date). This sets not only the header status as

closed, it also sets a closed status for lines L1 to L99.

Because the subscription header is just used for defaulting, and all executions happen at the product level, this scenario

works fine. This means, however, that in this case, you should do any reporting at the product line level instead of at the

header level.

You can use custom covered levels to define coverages for custom entities beyond the predefined covered levels.

Here's how to make internal approval default to Not Required in Subscription negotiation settings:

Set up document sequencing as gapless.

Gapless sequencing is similar to automatic sequencing. It automatically generates a unique number for each document,

older document sequence assigned to a new document.

You can use the Accounts Receivable service mapping to model entities and attributes in a declarative environment. The

service mapping creates relationships between services, sources, entities, and attributes. It specifies a group of entities

and attributes that a service can retrieve and update.

The Subscription AR Integration service mapping provides a flexible mechanism to map subscription attributes and

custom attributes to Accounts Receivable interface tables. The additional attributes are used for downstream invoice

grouping, invoice printing, reporting, and so on.

The Subscription AR Integration supplied mapping is created between the Subscription Management and Accounts

that (a) Oracle is granting You only a restricted right to download the exported Geographies data specifically for Your

use with the Oracle Fusion services; (b) the Geographies data may not be used, transferred, or uploaded for any other

purposes; and (c) except for the restricted right granted in (a), all provisions of the Oracle Cloud Services Agreement

(CSA) or Schedule C, as applicable to You, remain in full force and effect, including specifically section 3.4 thereof.

Display Name

View Hierarchy

User Key

Required Attributes

Column Description

Display Name

Attribute Name

Required

Default Value

You can export inactive and merged accounts, contacts, households, organizations, and persons using export

management. You don't need to rely on data model queries to fetch the deleted or merged records.

will be exported. For example, I for Inactive and M for merged. All associated child records (active or inactive) will be

exported irrespective of their status, if no criteria is added.

Custom transaction types won't show up in the Subscription Profile if you created them in the Common set.

This behavior is expected because the context of business units aren't available in the Subscription Profile.

The Subscriptions subtab in the sales Accounts details page, also known as Subscription 360, summarizes information

about subscriptions owned by a customer.

Salespeople can use the Subscription 360 page to see active subscriptions, draft subscriptions, subscriptions about

to expire, and monthly recurring revenue of active subscriptions. Salespeople can also use it to create and manage

subscriptions and review key metrics. The Subscription 360 task flow can be embedded in Account, Contact, or

Household objects.

To enable the Subscriptions subtab in the Account details page:

When a credit card is used on a subscription, Oracle Receivables creates the invoices using the card as the payment

As a part of the prebuilt integration between Subscription Management and AR or RMCS, Subscription Management

sends a fixed list of fields for each billing line to the ERP applications. You might have unique use cases where you

want to pass additional custom or standard attributes from Subscription Management to AR or RMCS standard fields

For more information, see Subscription Management and Account Receivables Integration Algorithm Customization

Whitepaper (Doc ID 2732008.1) on My Oracle Support.

You can by using the API GenerateBillingSchedule set to Y.

Here's how:

If you've set up default coverage on a global or customer level, the coverage doesn't get automatically applied on

coverage products in subscriptions. You need to select a coverage at the product level.

As a prerequisite, ensure that a warranty item is set up in the Oracle Product Information Model (PIM). After you set up

the product as a warranty item, then you can manually select standard coverage for the product. The navigation in the

Here are the steps to mass update many subscriptions at once:

Related Topics

As a part of sales transactions, a subscription specialist is required to perform the same actions on multiple

subscriptions. Instead of performing these actions on each subscription individually, you can enable a subscription

specialist to mass update subscription fields of multiple subscriptions at once.

Here are the steps to enable the Update action on the subscription landing page:

After users create accounts and contacts in Oracle Financials, use the scheduled process, Synchronize Financials Cloud

Accounts and Contacts, to sync the data into Oracle Sales. This process is one-way, from Financials to Sales.

Here's how the process works:

Related Topics

Field Description

Subscription Number Filter search by subscription number

Customer Filter search by customer name

Status Filter search by the status of the subscription. For example, active or expired.

Days to Expiration Filter search by the expiration time frame. For example, subscriptions expiring in 30 days

Product Name Filter search by product

Covered Asset Number Filter search by covered asset