Monday Jul 14, 2014

How To Customize Oracle Asset Tracking to Meet Specific Business Requirements

Oracle Asset Tracking (OAT) includes a number of client extention hooks that can be used to change the default logic of OAT. These client extention hooks can offer great flexibility for customers to implement their own logic to derive the attributes for a fixed asset during the asset creation/move processes in the OAT module.

Empty stubs are shipped with OAT via package CSE_ASSET_CLIENT_EXT_STUB (CSEFASTB.pls). Custom code needs to be added in a number of of stubs in order to override the default functionality.

In the document 'How To Customize Oracle Asset Tracking to Meet Specific Business Requirements' (Doc ID 1674412.1) we list the stubs that are available and what each one can be used for.  

This is a great resource for any customers who need to customize the standard functionality.  If you have any questions, remember that our experts in the MOS Install Base Community are there to help!

Thursday Jun 26, 2014

New Service Contracts Functionality - Contracts Merge

A common contracts problem is that assets are spread across different contracts and customers want to consolidate different contracts into one.  Up until recently the only way to do this (other than at renewal time) was to author new contracts from scratch or amend existing ones manually.  With Release 12.1.3+ (via Patch 17861639:R12.OKS), users can now move assets from multiple source contracts to a single target contract using the new Contract Merge functionality.  This helps in improving the maintainability of customer contracts and avoids duplication of assets across the contract base.

A new profile option “OKS: Change Party in Contract Merge” allows users to move assets across the customer base. The re-pricing of the assets moved to target contract is controlled using “OKS: Pricing Method for Contract Merge” profile option. For more details on the implementation steps and functionality, please refer toOracle Service Contracts – How To Merge Assets Across Contracts (Doc ID 1684658.1).  This explains how the new feature works, how to use it and includes a UPK demo.

Questions on the new functionality?  Post your comments in the discussion thread in the Contracts and Lease Management Community.

Friday Jun 20, 2014

Information From the Field Service & Depot Repair CAB Meeting

Earlier in the year the '2014 Service and Depot Repair Customer Advisory Board' (CAB) meeting took place in Redwood Shores.  Some of the presentations delivered at the meeting have now been made available and these have been uploaded to the Field Service and Depot Repair Community (in the Contents > Documents section).

The topics covered include:

  • EBS Endeca for Field Service: provides a product update, and summarizes the Endeca extensions for Oracle Field Service (Rel 12.1.3).
  • EBS Advanced Scheduler & Spares Management Update: covers material relating to Field Service Advanced Scheduler, Dispatch Center & Spares Management.
  • Depot Repair Receiving:  a 10 minute video of the functionality provided by the Depot Repair Receiving step of the Returns Management flow.
  • Create and Submit an Estimate: 10 minute video presentation outlining the process to create and submit an estimate using the Depot Technician Portal

There are also other documents from the CAB uploaded in the MOS Field Service and Depot Repair Community.

For further information or if you have comments on any of these materials, please see the Community thread: Presentations from the '2014 Service and Depot Repair Customer Advisory Board' meeting.

Tuesday Jun 10, 2014

Universal Work Queue Quick Filter Examples

If you use Universal Work Queue then it's likely that you will want to define and use your own Quick Filters.  Quick Filters allow you to focus on specific work classes based on assigned criteria in a node. This makes it much easier for Agents to view their work grouped in a meaningful way.

How to create Universal Work Queue - Quick Filters (Doc ID 803163.1) gives two worked examples to help you understand how to create your own Quick Filters:
     Adding a 'Resource Group' filter
     Adding an Overdue Amounts filter for use in Collections.

We hope you find these examples useful.  Let us know by providing feedback on the document itself or, why not post to the MOS Service Community with your experience and suggestions.

Monday Jun 02, 2014

How To Check If a Transaction Related to Oracle Asset Tracking Has Been Accounted in SLA

In Oracle Asset Tracking (OAT), we often see situations where a pending transaction has failed to be processed by the OAT programs. Typical situations can be:
  • a pending transaction errors with "Unable to derive accounts from sub ledger accounting for the material transaction"
  • a transaction is not picked by OAT programs.

The Create Accounting program log file will show error messages and possible corrective actions to solve the error.  But as this is usually a scheduled program, often any errors that are reported are missed by users.

To aid OAT users to identify if a transaction has failed and accounting has not been created, we have now created a SQL script which can be run for any pending transaction:

How To Check If a Transaction Related to Oracle Asset Tracking Has Been Accounted in SLA ? (Doc ID 1673414.1)
Using the script in this note, the user can pass the material transaction ID for the related transaction and the script will check if SLA accounting entries have been created for this specific transaction or not.

If the SLA accounting entries have not been created, the script will prompt the user to run Create Accounting program.  After Create Accounting has been run, the user can run the script again to confirm that accounting has been created.

Friday May 30, 2014

Oracle Service Contracts – Calculate Estimated Tax with Higher Accuracy

On a Service Contract the tax rate and its effectivity can change over the contract duration.  Hence, service organizations need to provide an accurate picture of the estimated tax that the customer might end up paying. 

Prior to Release 12.1.3+, the Oracle Service Contracts application calculated the estimated tax based on the line/ sub line start date.  With Release 12.1.3+ (via Patch 16601269:R12.OKS.B) , new functionality provides users with an option to calculate tax at contract billing schedule level, thereby considering the changes in tax rate effectivity at that level.

A new profile option 'OKS: Calculate Tax at Schedule' has been introduced which can be used to control whether the existing or new functionality is used.  If the profile is set to 'Yes' the application calculates tax at the billing schedule level for all lines/ sub lines.  For more details on the implementation steps and functionality, please refer to Doc ID 1676700.1: Oracle Service Contracts – How To Calculate Estimated Tax with Higher Accuracy.

Tuesday May 27, 2014

Your Feedback on Oracle Asset Tracking

Oracle Asset Tracking Development strives to improve customer satisfaction with our Oracle Asset Tracking product.  In this context, they are very interested in getting your feedback about the Oracle Asset Tracking module.

Recently, we have seen more and more customers using OAT and we would like to know for example:
  • Have you have encountered any product gaps that need to be addressed?
  • Are there business flows that do not suit your requirements?
  • What new features you want to see in the product?
Please share your feedback with us and we will discuss it with Oracle Asset Tracking Development and Product teams to improve the product.

To share your feedback either post to the dedicated thread in the MOS Install Base Community here OR add a comment to this blog post (note that the blog comment you enter won't immediately be visible in the blog).

Thursday May 22, 2014

Email Center Training Available

Email Center forms part of Oracle's Interaction Center family of products.  It is a complete solution for managing email interactions with customers, partners, suppliers, employees, and other entities that interact with an organization.  It classifies incoming e-mails and routes them to qualified agents and automatically suggests one or more responses. 

Based on their experience of resolving customer queries on Email Center, EBS Support have now produced a series of training videos to help Email Center users and implementers understand how the application works, how to set it up and how to use it.  The training is structured into three different levels: Level 1/Foundation, Level 2/Intermediate, Level 3/Advanced. 

The Foundation level training is now released in Doc ID 1581119.1: Email Center (Level 1 / Foundation) Training [Video].  This foundation/Level 1 training note will give the reader a basic understanding of Oracle Email Center's functionality and components and will take around one hour to complete, including the attached videos which will show Email Center in action. The Intermediate/Level 2 and Advanced/Level 3 training will build on the knowledge gained in this training, taking the Email Center implementation possibilities to a higher level, with details on auto-processing and auto-acknowledgements, intent analysis, tagging, auto-creating Service Requests and lots more.

Monday May 19, 2014

Troubleshooting iStore Order Placement

If you use iStore then you won't want to miss our latest Integration Troubleshooting note: Integration Troubleshooting : iStore to Order Management (Doc ID 1621430.2). 

iStore is used for the entering of Sales Orders of both standard and configurable items.  It integrates with Order Management, via the Order Capture APIs, to create, update, and process Sales Orders. 

The purpose of Doc ID 1621430.2 is to aid in the diagnosis and troubleshooting of issues in the integration flow between:

  • iStore
  • Order Capture APIs
  • Order Management.

The document includes information about the business flow, integrations, important tables and troubleshooting throughout the iStore business process. Where iStore integrates with other applications, links to the information centers for those other products are listed as well.

Take a look at Doc ID 1621430.2 and let us have some feedback on what you like and what can be improved!

Tuesday May 13, 2014

Negative Usage Billing in Service Contracts

In early R12 releases, the ability to generate negative usage invoices was removed (except for settlement) and the profile option OKS: Enable Negative Invoicing was disabled; zero value billing data was generated instead of a negative invoice. 

The ability to bill negative quantities for usage is now restored in R12.1.3+ with Patch 18233437:R12.OKS.B.  Please see Doc ID 1665321.1 for details.

Wednesday Apr 30, 2014

CRM Service & Lease Management Latest Patches (April)

See the table below for recent patching information for the CRM family products. 

Product Details
Lease and Finance Management Patch 18512930:R12.OKL.B: OLFM : 1213 RUP3 DELTA 21 Doc ID 1664405.1
Core Service
Patch 18342084:R12.CS.B: 12.1.3:BUG FIXES FOR CS:APRIL '14 RUP PATCH
Doc ID 1665205.1

Added 12-May-2014: The Functional Impact Assessment document for Patch 18342084:R12.CS.B is now available, see Doc Id 1608427.1

Thursday Apr 24, 2014

Introduction to the Install Base Analyzer


Webcast: Introduction to the Install Base Analyzer

Date: May 8, 2014 at 11:00am ET, 10:00am CT, 8:00am PT, 8:30pm IST, 4:00 pm GMT+1

The IB Analyzer is a Proactive tool designed to analyze key configurations in your environment as they relate to the Install Base and Asset Tracking modules and reports back with recommendations, best practices and solutions to existing interface transaction errors. This one-hour session is recommended for technical and functional users who would like to understand how to install, run and use the Install Base Analyzer.

Topics Will Include:

  • The Proactive Methodology and how the IB Analyzer contributes
  • Running, installing and scheduling the IB analyzer
  • Review of the current checks and diagnostics performed
  • Review of an example report output
  • Scheduling of the IB Analyzer in Production.


Details & Registration : Doc ID 1640218.1

Thursday Apr 17, 2014

Want to Know More About Sales Lead to Cash Business Process?

Another new document has been published in our Business Process Advisor series.  We've blogged before about our new Advisor type documents, telling you about the Service Request to Resolution and the CRM Channel Revenue Management  business process advisors.  We've just added a new document: Sales Lead to Cash - EBS Business Process Advisor: CRM Sales [Video] (Doc ID 1628024.2).

This new advisor covers the business process of taking a Lead and converting it to an Opportunity, converting an Opportunity to an Order and, finally, taking the Order to Cash.

This business process involves a number of different EBS modules, including Sales, Trading Community Architecture, Quoting, Order Management and others.Take a look at Doc ID 1628024.2 for information about how the integration between these modules works, setup steps, help on troubleshooting and lots more useful information.

Friday Apr 11, 2014

Avoid Install Base Errors! Apply New R12 Consolidated Patch

Recently we've found that some customers are reporting errors after applying Patch 17182398:R12.CSI.B.  We found that this was due to not applying a pre-requisite patch (Patch 16914038:R12.CSI.B).  So, to avoid this problem, the Install Base development team have released a new consolidated patch which includes the pre-requisite: Patch 18479621:R12.CSI.B: ORACLE INSTALLED BASE 12.1.X CONSOLIDATION. 

This patch supersedes Patch 17182398:R12.CSI.B and should be applied by all new R12 IB implementations or any R12.1.x upgrades.  The patch includes a large number of fixes and is recommended for all Install Base customers.  If you have already applied Patch 17182398:R12.CSI.B with its correct pre-requisite patch, then there is no need to apply Patch 18479621:R12.CSI.B.

All details about this new consolidation are included in article: About R12.1.X Consolidated Patch For Oracle Installed Base - 18479621:R12.CSI.B (Doc ID 1642057.1)

Thursday Apr 10, 2014

Learn All About Channel Revenue Management Rebates


Webcast: Oracle EBS Channel Revenue Management - Channel Rebates and Point of Sales: Setup and Execution of Rebates and Pricing Programs

Date: April 24, 2014 at 2.00 pm ET, 1:00 pm CT, 12.00pm MT, 11.00am PT,  7.00pm GMT, 11.30 pm IST

Get an overview of rebate design and execution from the perspective of Manufacturers, Distributors and Consumers. Tune in to this live webcast to:

  • gain insight into the usage and setup of rebates
  • get an understanding of the rebate earnings and tracking capability with integrations to Order Management and Pricing
  • understand Channel Rebates and Point of Sales module with a specific reference to the various rebate / pricing program types including Accrual, Off Invoice, Lumpsum and Volume Rebates for direct and indirect sales.
  • get an understanding of budgets and an introduction to the adjustment functions that allow execution teams to support challenging real time business situations including changes to rebate amounts, dates and products.

This will be followed by additional sessions to cover Indirect Sales Management including Chargeback capability, Third Party Accrual and Special Price Request flows. Additional sessions on accounting details and settlement flows using claims / deduction and autopay will be covered in the Accounts Receivable Deduction Settlement Module.


Details & Registration : Doc ID 1636054.1


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