11i Service Contracts Fundamentals What you will learn:
The main purpose of the course is for you to learn how to implement Oracle Service Contracts. In this course, you learn all the setup steps that are required so that subsequently service agreements, subscription agreements, warranties, and extended warranties can be created using Oracle Service Contracts functionality. After an introduction to the concepts of service contract management, as illustrated in Oracle Service Contracts, you learn first how to set up the Oracle prerequisite applications. Then you learn the specific setups in Oracle Service Contracts. These setups are illustrated with many guided demonstrations and student practices. Audience:
• Functional Implementer Course Objectives:
• Describe the main features of Oracle Service Contracts • Set up the prerequisite Oracle applications • Set up access control for service contracts • Create coverage templates for service contract entitlements • Set up the items related to service contracts • Set up pricing and billing for service contract items • Set up terms and conditions for service contracts • Set up contract renewal facilities • Set up global contract defaults • Understand the business processes involving service contracts Course Topics:
Overview of Service Contract Management
• Key business flows
Overview of Oracle Service Contracts
• Oracle Service Contracts in the Oracle E-Business Suite • Contract Phases • Agreements and Lines Supported by Oracle Service Contracts • Warranties and Extended Warranties • Coverage Templates • Life Cycle of a Service Contract General E-Business Setups for Oracle Service Contracts
• General setups • Confirming setups in prequisite Oracle applications Overview of the Oracle Service Contracts Setups
• Service Contracts Setup Report Defining Contract Access Control
• Defining Parties, Roles, and Sources • Assigning Responsibilities to Contract Categories Setting Up Contract Groups
Setting Up Contract Autonumbering
Setting Up Processes and Quality Assurance Checklists
Setting Up Cotermination
• Defining Customer Cotermination • Defining System Cotermination Setting Up Coverage Templates
• Defining Coverage Types • Defining Fields for Waranty Coverages • Defining Preventive Maintenance Fields • Defining Coverage Time Zone Information • Defining Reaction and Resolution Times for Coverages • Defining Resources for Coverages Setting Up Subscription Templates
Setting Up Items
• Defining Items in Oracle Inventory • Associating Warranties with Serviceable Items in Oracle Bills of Material • Define Item Pricing • Pricing Items • Defining Service Availability Setting Up Service Billing and Billing Profiles
• Set Up Service Billing in Oracle Receivables • Defining Billing Profiles Setting Up Statuses and Operations
• Defining Allowed Operations for a Status Setting Up Global Contract Defaults
Setting Up Contract Terms and Contract Templates
• Creating Sections • Creating Standard Clauses • Creating Contract Templates • Adding Sections and Clauses to Contract Templates • Creating Numbering Schemes for Sections and Clauses Setting Up Events and Renewals
• Defining Events, Actions, and Conditions • Defining Template Sets for Autoreminder and Electronic Renewals • Defining an Independent Condition for Autorenewal
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