Oracle sales agreement

Sales Agreement:

-          Introducing in 19A

-          Its contract with contract clause agreement intent to sell

-          Sales agreement is also type of contract

-          It’s ingrate with Enterprise agreement where we create agreement and pricing

-          Enterprise agreement belongs to CRM

-          Sales agreement is contract that is authored in the Enterprise contracts application

-          SA is a type of contract where would define price adjustment for customer ordered items and whenever customer is ordering that specific ordered item if you pull in the agreement it will apply the specific price adjustments whatever the you specified on the sales agreement line get applied on the sales order lines.

-          In EBS based on agreement payment terms, Fulfill terms etc. everything will come to sales order if we select agreement, but it’s not exist in Fusion at this moment

-          Sales agreement other than price terms it won’t support at this moment.
-          No support party relationship

-          If you pass Sales agreement in header through payload in change, sales agreement won’t cascade into lines at this moment.

-          Until submit only we can change sales agreement in sales order

 Create Contract
- Enter basic information and contract type
- Create Contract
- Enter header Details
- If we have contract lines add contract lines and additional info
-If we don't have contract lines Enter contract terms
-Then Validate Contract information.
- If pass validation submit for approval

Contract Actions:

Some of the actions available for a contract have no effect on the status of the contract. These actions are:

• Preview: Displays contract with terms and conditions in PDF format.
• Validate: Displays errors and warnings, if any.
• Duplicate: Creates a new contract in Draft status with a new number for which you can select to retain dates, primary and other party information, contract terms, notes, and contract line information from the original contract.
• Save as Contract Template: Creates a new contract template in Draft status with the same attributes as that of the contract.
• Delete: Removes the contract.
• Edit Contract in Wizard: Enables you to use the Wizard to upload documents and enter contract details such as contract terms template, variable values, and answers to questions before approving and signing the contract. This action is therefore available only in Draft and Under Amendment contracts.
• Autocreate Fulfillment Lines: Creates fulfillment lines for buy intent contracts.
• Track Completion: For sell intent contracts with lines, tracks percent complete for the project at line level. 

 Contract Status:

Draft: This is the initial status of a contract we can perform some of the action when contract status is in Draft Cancel, Submit for approval, Create New version.

Cancel: when we cancel contracts status change to Cancel. once status change to cancel we cannot perform any action on contract. we can cancel contract when contract is in Draft, Pending approval , Pending Signature only.

Pending Approval: This status come when contract is submitted for internal approval. we can perform the following actions when contract in Pending approval status.

-Stop approval

-Approve

-Cancel

-Reject

will update more info and Required setups with screenshot very Soon....

we can find more information on below 

https://docs.oracle.com/en/cloud/saas/applications-common/r13-update17d/fascc/creating-a-customer-contract.html#FASCC187023

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Extensible Flexfield (EFF's) in Oracle Fusion Applicaion

Extensible Flexfield(EFF's):
Extensible flexfield(EFF) is one of the feature in Oracle Cloud.
It is used to store additional information like Descriptive Flexfield (DFF).
it provides customizable extended space to implementer

Difference EFF from DFF:

- Add as many context-sensitive segment to flexfield as you need
- Group attributes together in context and display them together in the user interface.
- As with descriptive flexfields, each segment is represented in the database as a single column. However, with extensible flexfields the context values and context-sensitive segments are stored in a child table.

https://docs.oracle.com/cd/E25054_01/fusionapps.1111/e15524/flex_ext.htm#CIHECFDD

I will Post EFF Setups with screen shots very soon.
you can see video by click below Link

https://youtu.be/EnPCWI8voH4

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Oracle fusion Credit check

Credit Check:

It validate customer credit, How much credit we are giving to customer that one will validate based on some of the setups.Credit check supports at order submit and during fulfillment based on business process flexibility.

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Customer Use Case:

1.       I need to screen sales orders for customer credit worthiness when orders are submitted

2.       We have long fulfillment cycles. I need to credit check customers before shipment

3.       I want only specific users to be able to manually release credit check hold

4.       I need to conditionally perform credit based on the order type

5.       I want the credit hold automatically released when the credit check issues are resolved so the order can progress

We can perform credit check in 3 places while progress order

1.       At order submission

Again we have 2 choices at order submission

i.    Allow order submitted with credit hold on each line

ii.    Do not allow order submit the order and set the status to Credit Review Pending

2.       At the time of fulfillment 

If credit check fails stop the process to fulfill the order, you have to make sure pass the credit check to the process the fulfill

Prerequisites:
1. Active Credit check in manage Order management parameter task for respective Business unit.
2.Select Credit Check failure at order submit in manage Order management parameter task for respective Business unit.
3. Create customer with Credit Limit and enable Credit check for respective customer
4. User should assign Credit manager Role and Credit Analyst Role
5. If we want do credit check at the time of fulfillment, need to include Credit check task in Orchestration process. 

1. Active Credit check in manage Order management parameter task for respective Business unit.
Navigation-> FSM-> Manage order management parameters

2.Select Credit Check failure at order submit in manage Order management parameter task for respective Business unit.
Navigation-> FSM-> Manage order management parameters
Let us select here credit check failure at order submit as save order Draft status if we select this option order will not allow to submit, order status will be Credit review pending.

3. Create customer with Credit Limit and enable Credit check for respective customer.

Now Create order and submit with more than credit limit

case folder is created
Navigation-> Receivables-> Credit Review -> Search with Case folder in Queue

I will update Remaining cases with Screen shots very Soon

we can find video for the same:

https://youtu.be/Jf4qpsZGkqs

3

Pretransformation Rules in Fusion Application

Pretransformation Rules:

- It is used to default the order attributes to sales order before transforming the source order. 

- Prereansformation Rules will trigger after adding the Line to sales order or save the order.

- Pretransformation rule is VIB(Visual interface builder) based setup available along with OBR.

Example:
 we can default warehouse to order based on any attribute( based on Customer, Business unit etc)


you can find in details setups and transaction also on Pretransformation Rule;



https://www.youtube.com/watch?v=jR6dXv78_bE&t=1550s


I will update setup with Screen shots very Soon

Please watch and subscribe for few more topics in my youtube channel. Comment on below videos if you want any video on any fusion topics, i will try to make videos and share with you.
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Oracle Cloud R13 New Features

To opt in using the New Features work area:

1. Click the Navigator, and then click New Features (under the My Enterprise heading).
2. On the New Features page, select the offering that includes new features you’d like to review.
3. Click Opt In for any feature that you want to opt in to.
4. On the Edit Features page, select the Enable option for the feature, and then click Done.

To opt in using the Setup and Maintenance work area:

1. Click the Navigator, and then click Setup and Maintenance.
2. On the Setup page, select your offering, and then click Change Feature Opt In.
3. On the Opt In page, click the Edit Features icon.
4. On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close. 
5. Click Done.

https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/wn/r13-scm-order-mgmt-wn.htm

Please watch and subscribe for few more topics in my youtube channel. Comment on below videos if you want any video on any fusion topics, i will try to make videos and share with you.
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