![]() ![]() Select Before from the Before/After list. Navigate to Contract Events, and then select Independent Condition.Įnter a name for the independent condition, such as Auto Renewal for Contracts.Įnter a value in the Number of Days field, such as 90. Select the Service Contracts Manager responsibility. To create an independent condition for the renewal: The following procedure provides an example of how you can set up an independent condition that you can used to autorenew contracts. For example, if you define a condition specifying that a renewed contract should be created 90 days before contract expiration, then the Last Occurrence should be the current date + 90. The Last Occurrence field of the Independent Condition is updated when the Date Assembler successfully runs, which means that not only does Date Assembler find eligible contracts, but it also completes the event, such as a renewal. You can set up independent conditions that must be met before an outcome is processed for an event. Note: If the P_DURATION and P_UOM_CODE parameters are not specified they will come from the original contract.Ĭreating Independent Conditions for the Renewal Select the Required check box for the P_CONTRACT_ID parameter. Navigate to Setup: Service Contracts, and then select Process Definition.Įnter OKS_EVTREN_PUB in the Package field.Įnter the values in Parameter region. ![]() To create a process definition for Renewals (Outcomes List of Values): Note: You can also refer to the generic procedure, Defining a Process. The following procedure provides an example of how you can create a process definition for the Outcomes LOV within the Condition form. ![]() For Contract Renewals, the following stored PL/SQL procedure can be used to renew contracts: OKS_EVTREN_PUB.RENEW. You can set up Process Definitions to define the seeded or custom processes that should be used for certain situations. The following profile options must be set up in order to use the e-mail Quote functionality:Ĭreating Process Definitions for Renewals (Outcomes List of Values) The user is associated with STANDARD security group and a profile option Self Service Personal Home Page mode is set to Personal Home Page for this user. This is a required step to allow access to the external facing Customer Acceptance Java Server Pages. In addition, the application assigns the Service Contracts Electronic Renewals responsibility to the user. If there is no record for the contact in FND_USER, the application creates a new user with the customer’s Quote-To Contact e-mail address. To support this process, the application uses the person id for the Quote-To contact in FND_USER and creates a randomly generated password. Customers can review the quote and accept, reject, or request changes to the contract renewal from this web page. The customer receives an e-mail notification with a username and password, as well as a link to a web page. The Electronic Renewal process in Oracle Service Contracts places renewed contracts in Entered status and sends a notification to both the sales representative and the customer. Note: Oracle Service Contracts customers can review and accept their renewal contracts from a self-service web page. If the contract is renewed successfully, the application notifies the resource attached to the contract, such as the sale representative when the Workflow Background Process next runs. For information on contract renewals, see Understanding Contract Renewals, Oracle Service Contracts User Guide. Users can specify how a contract is renewed. You can define actions that are related to a certain point in time, such as the date when contracts are about to expire, or a customer's anniversary date within the specified period. You can set up the application so that users can specify a period of time prior to expiration for renewing a contract. Troubleshooting the Automatic Renewals Process.Creating and Enabling Templates for E-Mails to Customers.Running the Date Assembler for Renewals.Starting the Workflow Background Process for Renewals.Creating Independent Conditions for the Renewal.Creating Process Definitions for Renewals (Outcomes List of Values). ![]() This chapter covers the following topics: ![]()
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