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

Monday Apr 07, 2014

Asset Tracking: How to Capitalize Serialized Normal Items Through Sales Order Shipment

The Oracle Asset Tracking product supports various transactional flows to capitalize a physical asset's (item instance) cost into a fixed asset at an appropriate point of its eligibility. Depreciable items (aka Capitalize on Receipt or COR items) make the item eligible for capitalization at the point of receipt transaction whereas Normal items (aka Capitalize on Issue or COI items) make the item eligible for capitalization when the instance is put in service or when issued to a field location.

In environments such as Equipment rentals and leases, there is a need for Oracle Asset Tracking to initiate capitalization when a normal item is shipped out to the customer. As a result, the existing Loaner flow functionality in Oracle Asset Tracking module has been extended to provide an out of the box functionality to capitalize of Normal Items when they are shipped to customer locations.  This functionality is in R12.2 and in R12.1.3 via Patch 17181028:R12.CSE.B: Consolidated Patch For Oracle Asset Tracking.

In Doc ID 1623821.1 a detailed test case is described, explaining the business flow and giving the necessary application setups and step-by-step process.

If you are interested in other Oracle Asset Tracking test case examples, take a look at Doc ID 1550977.1: Master Note For Oracle Asset Tracking Test Case Documents.

Thursday Apr 03, 2014

New Contracts RUP Patches Released

You may have noticed in last week's post CRM Product Family Latest Patch Information that there are new Contracts RUP patches released.  These are important patches and I wanted to tell you more about them here, in case you missed the information in last week's entry. 

Service Contracts

Patch 17155169:R12.OKS.B is the first RUP patch released for Service Contracts in R12.1.3 (see Doc ID 1612461.1 for the readme).  It contains many bug fixes encountered since R12.1.3 was first released and it's highly recommended that you apply this patch.  In addition to the bug fixes, the patch also delivers a number of enhancements including:

  • Service Contract Renewal Performance Enhancements
  • Performance Enhancements to Main Billing Program for Usage Contracts
  • Mass Update Tool for Contract Authoring
  • Selective Update of Warranty Contracts Upon IB Transfer of Ownership
  • Flexible Invoice Text Defaulting.

Details of the enhancements are given in Doc ID 1467147.1.

Sales/Procurement Contracts

For Sales Procurement Contracts Patch 17755570:R12.OKC.B is the second RUP patch released for R12.1.3 (see Doc ID 1612432.1 for the readme).  This is a recommended patch and contains a large number of bug fixes as well as some important enhancements.  The enhancements include:

  • MS Word 2010 Certification
  • Multi Row Variables or UDA Variables
  • Purge Repository Contracts Concurrent Program
  • Delete Multiple Clauses and Sections in Contract Terms.
    Details of the enhancements are given in Doc ID 1467149.1 (for Sales Contracts) and Doc ID 1467140.1 (for Procurement Contracts).

    Thursday Mar 27, 2014

    CRM Product Family Latest Patch Information

    There have been recent RUP/consolidated patches released for some products in the CRM family. See the table below for recent patching information for the CRM family products. 

    Product Details
    Lease and Finance Management Patch 18088536:R12.OKL.B: OLFM : 1213 RUP3 DELTA 19 Doc ID 1622396.1
    Core Service
    Patch 18265289: 12.1.3::R12.CS.B: 12.1.3:BUG FIXES FOR CS:MARCH'14 RUP PATCH
    Doc ID 1608427.1
    Installed Base
    Patch 17182398:R12.CSI.B: ORACLE INSTALLED BASE 12.1.X CONSOLIDATION Doc ID 1618632.1
    Asset Tracking
    Patch 17181028:R12.CSE.B: ORACLE ASSET TRACKING 12.1.X CONSOLIDATION Doc ID 1619344.1
    Service Contracts
    Patch 17155169:R12.OKS.B: Oracle Service Contract Release Update Pack 1 for 12.1.3
    Doc ID 1612461.1
    Contracts Core
    Patch 17755570:R12.OKC.B: 12.1.3 OKC RUP2
    Doc ID 1612432.1

    The Reference notes, where indicated, provide more information about the patch such as:

    • fixes included
    • new or amended features
    • functional impact
    • testing recommendations
    • instructions for applying the patch. 

    Wednesday Mar 19, 2014

    References for Creating Personalization in EBS CRM

    Are you trying to find information about personalization in a CRM Family product?  Feeling frustrated? When CRM Users are trying to find information regarding personalizations, it is often frustrating since most information about personalizations are located in product areas other than the one you are searching in.  Personalization information from other products can be helpful in understanding how to apply a change in your page/form of interest.  

    Doc ID 1616769.1: References for Creating Personalization in EBS CRM has been created to attempt to help you find relevant information.  Take a look at the note and we suggest you bookmark it for future reference as it will be updated as new pesonalization information becomes available.

    Tuesday Mar 11, 2014

    New Diagnostic for Oracle Asset Tracking

    In January our blog entry 'Troubleshooting Asset Tracking Pending Transactions' we told you about a new note to help you resolve problems with Oracle Asset Tracking (OAT) pending transactions.  Now we're happy to announce a new diagnostic script which will do a lot of the hard work for you!  

    The new Oracle Asset Tracking Pending Transactions Diagnostic Program collects information related to pending transactions in Install Base and also some generic information that can be useful for the investigation of the issue at hand. This program will collect and display information for a given Inventory Item ID (either serialized or non-serialized) and can help in identifying the problems with pending transactions for any IB Trackable item. 

    The program output report has the following sections:

    •     Item Definition
    •     Inventory Material Transaction Details (MMT)
    •     Install Base Error Transaction Details
    •     Install Base Pending Transaction Details
    •     Instance History Details for Pending Transactions
    •     Instance-Asset Details for Pending Transactions
    •     Project Details
    •     Fixed Asset Details
    •     Install Base Parameters information
    •     Asset Location Mapping in Install Base
    •     Asset Book and Category Set up in FA
    •     CSE Profile Option Setups

    The diagnostic toDoc ID 16168591.ol consists of a self-contained PL/SQL code package which will be executed as a concurrent program.

    For more details on how to install and use this program, please refer to: Oracle Asset Tracking Pending Transactions Diagnostic Program (Doc ID 1616859.1).

    Monday Mar 03, 2014

    New SEPA ISO Direct Debit Patch Released

    Our blog entry CRM: Payments - ISO Direct Debit Consolidated Patch back in November told you about EPA ISO Direct Debit Patch 17016197:R12.IBY.B.  This patch has been superseded and replaced with SEPA ISO Direct Debit Patch 18053306:R12.IBY.B.  Any customers that have previously applied Patch 17016197:R12.IBY.B should ensure they apply the replacement Patch 18053306:R12.IBY.B.

    For details about the patch, including the new and changed features see Doc ID 1600137.1: R12: SEPA White Paper - ISO20022 Direct Debit support in Oracle EBS.

    A useful resource an all things SEPA is the SEPA Information Center:  Doc ID 1594441.2: R11i/12: AP/AR/IBY: Setting Up, Using, and Troubleshooting SEPA Payments in Oracle.

    Monday Feb 17, 2014

    EBS Business Process Advisor: CRM Channel Revenue Management

    The EBS CRM team are happy to announce that we've added a new document to our series of EBS Business Process Advisors: Trade Planning and Execution to Claim Settlement - EBS Business Process Advisor: CRM Channel Revenue Management [Video] (Doc ID 1602524.2).  The Advisor will be of particular interest to users of the EBS Channel Revenue Management product (formerly known as Trade Management).  It covers the full channel revenue management lifecycle, from creation and allocation of budgets and quota, through trade planning exercises and offer creation, through to the investigation and settlement of claims.

    This new note has a similar layout to our earlier note (Doc ID 1589750.2: Service Request Creation to Resolution' E-Business Suite Business Process Advisor).  The note contains:

    1. Business Flow Details: details of the modules used within the flow together with a demonstration script and example setup with an explanatory video.
    2. Hotspots:  highlights areas of the business flow where data and control passes between different products, or where the underlying logic requires further explanation or clarification.
    3. Related Flows: over time the aim is to extend the library of EBS Business Process Advisor documents to cover multiple business flows.  This tab will act as a link between these by indicating directly and indirectly related business flows documents.

    What are Business Process Advisor Documents?

    Oracle E-Business Suite (EBS) is released as a collection of separate modules with supporting material, such as Implementation and User Guides.  These tend to focus on the setup and use of an individual module without detailing how that module interacts with other related modules.  A typical implementation will include multiple modules which together provide a business flow, so there is a need to know how these modules function together.  The EBS Business Process Advisor documents assist in the modeling of specific business flows by describing the flow from a product and process perspective.

    Who are they aimed at?

    These notes are aimed at users and implementers to help with the understanding of the end-to-end business flow.

    How you can help

    Are there particular business flows that you are interested in seeing covered in an EBS Business Process Advisor document?  What do you find useful about the Business Process Advisor content and format?  Let us know by leaving a comment here, or you can mail us.

    Tuesday Feb 11, 2014

    Service Contracts Renewals and Public APIs

    Your chance to interact with the Service Contracts Development team!  Service Contracts Development are looking for customers to share their experience and requirements around two specific Service Contracts product areas:
    • Service Contracts Public APIs
    • Service Contracts Renewal Processing.
    If you have experience, requirements or interest in either of these areas then we'd love to hear from you!  Please post a response in the two My Oracle Support Contract and Lease Management Community threads that we've started to gather customer feedback:
    We look forward to hearing from you!

    Friday Feb 07, 2014

    Reminder: Service and Depot Repair Customer Advisory Board Meeting

    A reminder that the 2014 EBS Service and Depot Customer Advisory Board Meeting from Tuesday will be held March 25th through Friday, March 28th at the Oracle Conference Center in Redwood Shores, CA.

    If you are planning to attend, please let us know what topics are of greatest interest and benefit to you so we can craft an agenda that best suits our attendees.

    As with past CAB meetings, we'll cover a number of different Service family products during the course of the week and can also invite representatives from non-Service family products that are of interest.

    We're hoping to see you in Redwood Shores in March, 2014!

    Please RSVP at the earliest by contacting us:

    Sanjeev Sahni, Director, Service Product Management,
    Lee Sacco, Sr. Director, Depot Repair Product Management

    Monday Feb 03, 2014

    New Contracts Billing Troubleshooting Assistant

    The Service Contracts billing process often gives rise to lots of questions and issues.  If you've ever searched the MOS knowledge base for service contracts billing issues then you'll know that there are a lot of notes out there and it can be difficult to find exactly what you're looking for.  So, we've created a new Troubleshooting Assistant to try and help you find what you need more quickly. 

    Take a look at Doc ID 1608580.2: Troubleshooting Assistant: Service Contracts Billing.  The note allows you to select an area of billing that you are interested in, then you select the symptoms you are seeing or select sub-topics and then presents you with relevant notes based on your selections.

    Don't forget that there is also the Information Center: Oracle Service Contracts (Doc ID 1271128.2) which is another way of accessing knowledge documents using topics other than executing a search.

    Monday Jan 27, 2014

    Upcoming CRM Product Family Webcasts


    Don't miss the upcoming CRM product family webcasts coming up in February and March.

    Webcast: Funds Capture Through Oracle Payments

    Date: February 5, 2014 at 8:30 am EST, 7:30 am CT, 6:30 am MT, 5:30 am PT, 1:30 pm GMT, 7:00 pm IST

    This one-hour session is recommended for technical and functional users who integrate with Oracle Payments to process online credit/purchase card transactions for inbound (receivables) payments via Oracle Payments, iStore, Order Capture, OM, Oracle Receivables and bank account transfers from Oracle Cash Management and settlements against credit cards and bank accounts or any users integrating with payment processing systems.


    Details & Registration : Doc ID 1614255.1.

    Webcast: Service Contracts: Online Renewal

    Date: February 19, 2014 at 10:00 am EST, 9:00 am CST, 8:00 am MST, 7:00 am PST, 3:00 pm GMT, 8:30 pm IST

    This session will be useful for all customers planning to implement the Service Contracts Online Renewal feature. The session will explain how the feature works, how to set it up and troubleshooting tips.


    Details & Registration : Doc ID 1614212.1.

    Webcast: A Starter's Guide to Oracle Advanced Scheduler Features

    Date: March 5, 2014 at 9:30 am EST, 8:30 am CST, 7:30 am MST, 6:30 am PST, 2:30 pm GMT, 8:00 pm IST

    This one-hour session is recommended for technical and functional users who are relatively new to Field Service - Scheduler module. This will help them understand the various aspects that they need to keep in mind when using the Oracle Advanced Scheduler functionality.


    Details & Registration : Doc ID 1614211.1.

    Remember that you can access a full listing of all future webcasts as well as replays from Doc ID 740966.1.


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