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Sequence

Profile Option
DFFs
OKS-Autonumbering
OKC_Role
OKS-Category
OKS-Coverage
OKS-Global Contract Default
OKS-Status and Operation
OKS-Process Definition
OKS_Groups
OKS-QA
AR-Transaction Source
AR-Accounting Rule
AR-Transaction Type
CSI-IB Parameter

Navigation>System Administrator GUI>Profile>System

Profile Option Name


CSI: BOM Explosion Level
CSI: Contracts Enabled
CSI: Explode BOM
Service: Inventory Validation Organization
MO: Operating Unit
OKS: Default Currency Conversion Date
OKS: Item Display Preference
OKS: Skip QP call in Usage for Zero Quantity

OKS:Summary Transactions
OKS: Update Invoice Text During Renewal
OKC: Allow Manual Price Adjustment
OKS: Vendor Contact Role

OKS: Minimum Service Duration


OKS: Minimum Service Period
OKS: Default QA Checklist
OKS: Default Line Style
XXVFI SC Default Accounting Rule

Site

Application Responsibility User


5

YES
YES
Vision Operations
Vision Operations
Contract
Description
No
No
Yes
SALESPERSON
1
Month
Default Quality Assurance Check List
Service
Service Revenue

Server

Server+Re
Organization

Navigation>System Administrator GUI>Application>Flexfield>Descriptive>Segements

Application
Service
Installed Base
Installed Base
Installed Base
Installed Base
Installed Base
Contracts Core

ation>Flexfield>Descriptive>Segements

Title
Counter Groups Additional Information
Instance Flexfield Details

Relationship Flexfield Details


Instance Statuses Additional Information
Instance Party Flexfield Details
System Flexfield Details
Contract Headers

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Navigation:Service Contract Manager>Setup>Service Contracts>Autonumbering

Navigation:Service Contract Manager>Setup>Service Contracts>Categories and Sources>

Type
OKC_ROLE
Meaning CONTRACT PARTY ROLE
ApplicatioContracts Core
Desc
CONTRACT PARTY ROLE
Code
Lookup Code MeaningLookup CoTag
From
ADMIN_BY Administered By
Customer Contract Adm1-Jan-00
BILL_TO Bill To
Bill To
1-Jan-00
BROKER Broker
Broker
21-Mar-02
BUYER
Buyer
Buyer
20-Oct-00
CONTRACTContractor
Contractor
1-Jan-00
CUSTOMERCustomer
Customer
6-Jan-00
CUST_ACCTCustomer Account
Customer Account
25-Jun-01
DEALER Dealer
Dealer
21-Mar-02
EXTERNAL_Third party insurance prThird party insurance 20-Feb-01
FUND_BY Fund By
Fund By
1-Jan-00
GUARANTOGuarantor
Guarantor
12-Oct-01
INTERNAL_Internal Party
Internal Party
12-Dec-02
INVESTOR Investor
Investor in a Syndica
8-Jul-03
K_CUSTOMContract Customer
Contract Customer (O 1-Jan-00
LEASE CUSLease Customer
Lease Customer
1-Jan-98
LEASE HR OKL HR
OKL HR
1-Jan-98
LESSEE
Lessee
Lessee
12-Oct-01
LESSOR
Lessor
Lessor
12-Oct-01
LICENCEE_Licensee Account
Licensee Account
30-Oct-00
LICENSEE Licensee
Licensee
6-Jan-00
LICENSOR Licensor
Licensor
6-Jan-00
MANUFACTManufacturer
Manufacturer
21-Mar-02
MARK_FORMark For
Mark For
1-Jan-00
MERCHANTMerchant Operating UnitMerchant Operating U 22-Jan-02
OKE_SUPPLContract Supplier
Contract Supplier (OK18-Dec-06
OKL_VEND Lease Vendor
Lease Vendor
16-Oct-01
PAID_BY Paid By
Paid By
1-Jan-00
PARTNER Partner
Partner
7-Nov-02
PRIME
Prime Contractor
Prime Contractor
1-Jan-00
PRIVATE_L Label Holder
Label Holder
4-Feb-02
SELLER
Seller
Seller
20-Oct-00
SHIP_FROMShip From
Ship From
1-Jan-00
SHIP_TO Ship To
Ship To
1-Jan-00
SUBSCRIBESubscriber
Subscriber
22-Jan-02
SUPPLIER Supplier
Supplier
6-Jan-00
SYNDICATOSyndicator
Syndicator
20-Dec-01

THIRD_PARThird Party
Third Party
27-Jul-00
TRUSTEE Trustee
Trustee for Investor
24-Jun-03
VENDOR Vendor Operating Unit Vendor Operating Unit 6-Jan-00

gories and Sources>Party Roles

To

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Navigation:Service Contract Manager>Setup>Categories and Sources>Categories

Category Code
Category
Start date
Access Level
Party Roles

Line Style

Responsibilities

>Categories and Sources>Categories

SERVICE
Service Agreement
15-Dec-99
User

Role
Customer
Supplier
Third Party
Vendor Operating Unit

Desc
Customer
Supplier
Third Party
Vendor Operating Unit

Top Line Style


Service
Usage
Extended Warranty

Desc

Name
Desc
Service Contracts Manager, Vision Enterprises
Service Contracts Manager, Vision Communications

Class
Service Agreement
Description
End Date
Create opportunity

Strat Date

End date

Start date

End Date

Access Level
Modify
Modify

Start date

End Date

Navigation>Service Contract manager>Setup>Service offerings>Standard Coverage

Name
Desc
Type

Corrective Maintenance Parts


Extended Warranty / Service
Gold Coverage

Navigation:Service Contract Manager>Setup>Service Contracts>Global Contract Defaults

Global
Renewal Contract Group
Reneal process
Approval
Layout Template Set
Pricing/Billing
Pricing Method
Price List
Markup Percentage
Billing Profile
Thresholds
Ledger Currency
Evergreen Amount
Online Amount

Organizations
Renewal

Pricing/Billing

Threshold

Integration

ce Contracts>Global Contract Defaults

Contracts
Manual

Grace Duration
Grace Period
PO Reqd

XML Templates (OKS)

Manual

Period Type
Period Start
Price UOM

USD

Credit card Amount


Evergreen Approval
Online Approval

10000
100000

Name

Start

End

Name

Pricing Method

Price List

Name

Ledger Currency

Name

New Contract Gr Party Role

30

Estimated %
Estimated Duration
Estimated Period

Day

Actual
Calendar Month
Month

Online Acceptance Process

5000
Not Required

Integration

Renewal Contract Group

Renewal Process

Period type

Period Start

QA Cheklist

Approval WF

Internal Approval

100
30
day

Purchase Order
Credit Card
Check
Wire
Commitment

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New Contract Group


Approval WF
Party Role
QA Checklist
Return Credit
Interface Price Break

Warranty and Extended Warranty


Approval Process
Third Party
Default Quality Assurance Check List

PO Reqd

Enable
*
Payment Terms *
Help Desk
Taylor, Mr. Phillip Charles

Navigation:Service Contract Manager>Setup>Service Contracts>Status & Operations

tus & Operations

Navigation:Service Contract Manager>Setup>Service Contract>Process Definition

Navigation:Service Contract Manager>Contract Groups

Name
Desc
Client Service ContractCSC
Vendor Service ContracVSC

Public
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Navigation:Service Contract Manager>Setup>Service Contracts>Global Contract Defaults


Name
Default Quality Assurance Check List
Desc
Default Quality Assurance Check List
Application
Contracts Core
Begin Date
End Date
Default Check Li*
Run Sequence

Name
1 Check Required Values
2 Check Rule Groups
3 Check Rule Group Parties
4 Check Effectivity Dates
6 Check Configured Lines
7 Check Price
7 Check Email Address
8 Check Covered Line Qty
8 Check Address
9 Check Covered Line Qty
9 Check Contract Terms

rvice Contracts>Global Contract Defaults

Check List
Check List

Description
Check Required Values
Check Rule Groups
Check Rule Group Parties
Check Effectivity Dates
Check Configured Lines
Check Price
Check Email Address
Check Covered Line Quantity
Check Address
Check Covered Line Quantity
Check Contract Terms (11.5.10)

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Stop
Stop
Stop
Warn
Warn
Warn
Stop
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Stop
Warn

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System
System
System
System
User
User
System
User
User
User
Extensible

Start DateEnd Date [ ]


1-Jan-00
1-Jan-00
1-Jan-00
1-Jan-00
28-Sep-01
19-Sep-01
11-Oct-01
28-Oct-02
1-Jan-00
29-Oct-02
10-Oct-03

Navigation: Receivables Manager> Setup> Transactions> Sources

Navigation:LHR Receivable Manager>Setup>Transactions>Accouting Rule

Navigation:LHR Receivables Manager>Setup>Transaction>Transaction type

Navigation:Oracle Installed Base Admin>Setup>Install Parameter