R12 Oracle Service Contracts Fundamentals  

What you will learn:

R12 Oracle Service Contracts Fundamentals will show you how to use and implement Oracle Service Contracts. In this course, you will learn to create and manage service agreements, subscription agreements, warranties, and extended warranties using Oracle Service Contracts. You will also learn the setup steps required to implement this functionality and how these steps affect the contract authoring, management, and renewal processes. The course includes both guided demonstrations and hands-on practices that teach both the using and implementation functionality. You will create different types of contracts and practice setup steps throughout the course.

Learn To:

• Describe the service contract management process
• Manage the contract lifecycle
• Confirm E-Business Suite setups for Oracle Service Contracts
• Set up Oracle Service Contracts
• Explain contract billing
• Generate contract renewals

Audience:

• Business Analysts
• Functional Implementer
• Sales Consultants

Course Objectives:

• Describe the service contract management process
• Manage the negotiation process
• Use the Administrator Workbench and explain the Customer Acceptance Portal
• Manage the contract lifecycle
• Set up global contracts defaults
• Confirm E-Business Suite setups for Oracle Service Contracts
• Map time units of measure
• Set up statuses and operations
• Set up processes and quality assurance checklists
• Set up parties, roles, and sources
• Set up standard coverage and subscription templates
• Set up items
• Perform additional setups
• Describe billing and pricing
• Generate contract renewals
• Set up contract terms and contract templates

Course Topics:

Overview of the Service Contract Management Process

• Author to Sign Service Contract Flow
• Quote to Warranty / Extended Warranty Flow
• Expiring Contract to Renewal Flow
• Change or Terminate Contract Flow
• Service Request to Resolution Flow
• Contract Related Terms
• Oracle Service Contracts in the E-Business Suite

Managing the Negotiation Process

• Explaining the Negotiation Workflow

Using the Administrator Workbench and Explaining the Customer Acceptance Portal

• Administrator Workbench
• Customer Acceptance Portal

Managing the Contract Lifecycle

• Mass Changes
• Change Requests
• Contract Versions
• Returns and Credits
• Contract Groups

Setting Up Global Contracts Defaults

• Global Contracts Defaults

Confirming E-Business Suite Setups for Oracle Service Contracts

• E-Business Setups for Oracle Service Contracts

Listing the Oracle Service Contracts Setup Steps

• Oracle Service Contracts Setup Steps

Mapping Time Units of Measure

• Mapping Time Units of Measure

Setting Up Statuses and Operations

• Purpose of Statuses and Operations
• Status and Status Type
• Category and Operations
• Allowable Operations for a Status
• Status and Operations Setup

Setting Up Processes and Quality Assurance Checklists

• Processes
• Quality Assurance Checklist

Setting Up Parties, Roles, and Sources

• Purpose of Parties, Roles, and Sources
• Party and Contact Roles Codes
• Role Sources
• Contract Security

Setting Up Standard Coverage and Subscription Templates

• Standard Coverage's
• Subscription Templates

Setting Up Items

• Usage Items
• Subscription Items
• Warranty Items
• Service Items

Performing Additional Setups

• Auto-numbering
• Service Availability
• Cotermination
• Multi-Org Access Control
• Applications Management Engine (AME)

Describing Billing and Pricing

• Billing Schedules
• Billing Levels
• Billing Profiles
• Service Contracts Billing
• Pricing Service, Subscription, and Usage Items

Generating Contract Renewals

• Automatic Renewals Setup
• Manual Renewals
• Renewal Consolidations

Setting Up Contract Terms and Contract Templates

• Creation and Usage of Contract Terms and Contract Templates

Setting Up Profile Options

• Profile Options