Algoritmo de manejo en LCM

Service Contracts Concurrent Program for Reassigning Resources

Service contracts are generally assigned to a sales representative who is responsible for following through on inquiries from the customer through the life of the contract, from the initial sale through the renewal process. If that sales representative moves to another department, or leaves the company, the appropriate level of attention may not be given to the contract.

This process ensures that contract assignments are correct and that no contract is left assigned to an inactive contact.

This concurrent process can be scheduled to run as often as necessary, e.g. nightly.

The process will check each contract, regardless of status. It will compare the sales

Managing Contracts

representative that is assigned to the contract in the Vendor Contact form with the sales representative that is assigned to the party and country code as defined in JTF territory management. If the sales representatives are different, the sales

representative associated to the territory will overwrite the sales representative that was assigned to the contract. The sales representative to whom the contract is being assigned will receive a workflow notification.

Prerequisites

The JTF Territory assignments will have to be set up. The profile option OKS: Use JTF should be set to ‘Yes’ to use this process.

The sales representative will have to be assigned to the contract on the Summary Parties tab in the Contacts region for the vendor.

2.8.15 Reporting

Many report programs contain parameters for running the report which allow you to narrow down the results that are returned. You can run some reports for as little as a single contract to as broad every contract in your database. So where there are parameters listed for the reports, this means you can constrain your search to find only the contracts that meet criteria in those fields.

2.8.15.1 Contracts QA Report

This report allows the user to select multiple contracts for which to run QA. The user can select a range of contracts based on the following parameters:

■ Contract Number range

■ Start Date range

■ Contract Status

The user can also choose a report which details the results of the QA for all contracts selected, or just for contracts which passed or failed. The report includes details of the data checked including whether the checked data had warnings and errors and if so, what results where found.

2.8.15.2 OKS Products Not Renewed Report

This report list products on contracts that have expired and not been renewed.

Parameters include organization, range of contract end dates, sales rep and customer.

Managing Contracts

2.8.15.3 Service Contract Bookings Report

This report lists the service contracts booked in a stated period along with the corresponding invoice details (if applicable). Parameters are organization, sales representative, range of approved dates, and contract value. You can choose to sort this report by any of these parameters as well as the customer name, invoice date, invoice number, invoice value, modifier, contract number or start date.

2.8.15.4 Service Contracts by Status Report

This report allows the sales representative to track contracts by status. Parameters include organization, sales rep, customer number or name, range of start dates, range of end dates, status code and status type.

2.8.15.5 Service Contracts Details Report

This report will display key details of the contract headers, contract lines and covered products for contracts in the Warranty and Extended Warranty category. It will not be possible to extract all Service Agreement information into this report, since it is focused on covered products. Parameters include Contract number, Customer, Status type, Status code, Start Date (From and To) and End Date (From and To).

2.8.15.6 Service Contract Forecast Management Report

This report allows the sales representative and management to track the anticipated close of contract renewals. Parameters include organization, sales rep, status, forecast period start and end, minimum and maximum contract values, currency code and revenue recognition date.

It can be sorted in two different ways:

■ Sales representative, contract value, status type, customer name

■ Status type, status code, contract value and customer name

2.8.15.7 Service Contract Forecast Summary Report

This report list the contracts eligible for renewal for a given period along with the recognized revenue date. Parameters are organization, currency code, start and end dates, minimum and maximum contract value, and recognized revenue date.

2.8.15.8 Service Contracts Setup Report

Service Contracts Setup Report is a diagnostic tool provided to facilitate debugging of implementation issues. This report also helps in implementation by summarizing

Managing Contracts

the set ups and providing information on mandatory set up items. It provides a comprehensive report on the set up done in any application environment and highlights incomplete mandatory setup steps in red. The output from this report is a PDF which can be seen by clicking the View Output button on the concurrent request form after the report is complete.

Profiles Setup:

This section provides a list of User Profile Option Names and Values set for them.

If any of the mandatory settings are missing or not properly set, they will be highlighted in red. The Profile Setup values and mandatory column are as follows.

Transaction Type Setup:

For this setup, the report checks for Batch Transaction Source OKS_CONTRACTS and Transaction Type "Invoice-OKS" and "Credit-OKS".

Service Key Flexfield Setup:

Checks whether the key Flexfield Code SERV has been set up.

Category Setup:

Under Category set up, the report displays the categories and responsibilities set and the access level for Service and Warranty Categories.

Oracle Quoting Integration Setup:

Validates that"OKS" is set for Oracle Quoting Integration.

Time Units Mapping:

The report displays the user defined time code units.

Global Contracts Defaults:

The report shows the values set in the Global Contracts Defaults set up.

Coverage Template Setup:

The report shows if any coverage template have been defined for warranty as well as service items.

Statuses and Operations:

The report displays all the contract statuses and operations for each status type.

Managing Contracts

2.8.15.9 Service Contracts Summary Report

This report allows the sales representative to track all contracts by customer.

parameters include organization, sales representative, customer name or number, and from and to dates.

2.8.15.10 Service Contracts Quote Printing Program for US

This will generate a printed quote for a selection of contracts by country, party or organization for a given X number of days before expiration. The program does not create the renewal agreement but prints the details of the entered status renewal contract in a report along with a cover letter. This is designed to be a sample report that can be tailored to meet the needs of the organization.

2.8.15.11 Unsupported Install Base Items (Installed Base report)

This report lists products in the Installed Base which are not currently covered by contracts. The purpose of this report is to help the sales reps locate prospects.

Parameters include territory, sales rep, customer, order source and a range order dates. The order source could be order management, a contract renewal, order capture, iStore etc.

2.8.15.12 Service Contracts Billing Report

When the Contracts Main Billing program completes, a log file is generated. That information contains the total value processed, total value successful and total value rejected. For all unsuccessful transactions, further contract information will be displayed so that the user can pinpoint the contract and/or line that caused the issue. The information includes:

■ contract number and modifier

■ customer bill to account name and number

■ contract group

■ contract line and subline number

■ item name

■ line amount

■ reason for failure of main billing

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