EVALUACIÓN MERÍSTICA

Note: Add all articles particular to your business that you will need to reference when creating agreements.

Module

Oracle Contracts Core

Navigation

Setup > Contract > Quality Assurance

Guidelines

When you navigate to the Quality Assurance form, use the Find function, and in the Name field, type OKL LA QA CHECK LIST (this is case sensitive and should be all caps). In the Processes section, add the processes that you want to include in the QA checker to the existing processes and save your work.

6.2 Set Up iStore

Oracle iStore lets you establish business-to-business and business-to-consumer electronic commerce. The Oracle iStore application provides an easy-to-use mechanism for merchants to set up Internet storefronts that capture and process customer orders and to integrate their storefronts with Oracle Enterprise Resource Planning (ERP) applications.

Oracle Lease Management utilizes Oracle iStore during the remarketing process.

Assets that are remarketed are logged as items in the Inventory module, priced in Oracle Advanced Pricing, and then sold through a speciality store in iStore.

In particular, you must implement the following in Oracle iStore in order for Oracle Lease Management to work:

■ Section 6.2.1, "Set Up Speciality Stores"

You then associate inventory items with Speciality Stores.

6.2.1 Set Up Speciality Stores

Required

In Oracle Lease Management, you need to set up at least one speciality store to handle all remarketed assets. Remarketed assets exist as items in Oracle Inventory, which you associate with your speciality store.

Note: You can have more than one speciality store set up in this module, but you need at least one.

To enable the remarketing process, you must associate the iStore with a pricing list in Oracle Pricing and you must also associate an iStore profile option with the Inventory organization you set up in Oracle Inventory.

For more information, see the Creating Speciality Stores section of the Oracle iStore Implementation Guide.

Prerequisites

Set up pricing lists in Oracle Pricing.

Set up an Inventory organization. For more information, see Section 5.2, "Define Inventory".

Responsibility

Oracle iStore Administrator

Navigation

Navigate to Setup > Speciality Store

Guidelines

When configuring your iStore set the ATP (Available to Promise) Enabled attribute to Yes. This ensures that each asset in your iStore is sold only once.

Associate the iStore with the pricing list(s) you set up in Oracle Pricing for your organization.

Set up the profile option IBE: Item Validation Organization that you want to associate with the Inventory organization that you set up for your leasing organization in Oracle Inventory.

For more information on setting up profile options, see Section 4.1.5, "Define Profile Options".

6.3 Set Up Order Capture

Required

Oracle Order Capture serves as the integration point between Oracle’s suite of CRM applications and Oracle’s Order Management system. Oracle Lease Management uses Order Capture in the remarketing process to create quotes based on

information obtained from Oracle iStore.

Once a remarketed item is purchased by a customer in iStore, the purchase information is passed to Oracle Order Capture, which then passes the information to Oracle Order Management where a sales order is created. In this process, the system reserves the item in Oracle Inventory against the sales order, so that no other customer can create another sales order against the same item.

For more information on installing this module, see the Oracle Order Capture Implementation Guide.

6.4 Set Up Marketing Online

Oracle Marketing Online is a database product designed to provide planning, tracking, analysis and reporting of an organization’s marketing activities. In Oracle Lease Management, Marketing Online functionality allows enterprises to target specific customers for marketing campaigns. For example, when you are

remarketing assets, you can use Marketing Online to target customers for specific types of assets.

It enables you to create and manage lists and segments of customers and prospects for your marketing activities. You can also organize campaigns and track related tasks, assignments, activities, creative material, and other elements designed to promote or sell concepts, products, and services.

For more information on implementing Oracle Marketing Online, see the Oracle Marketing Online Implementation Guide.

6.5 Set Up CRM Foundation

Required

CRM Application Foundation consists of a number of modules that are used by the entire CRM suite, including Oracle Lease Management. Of particular importance to Oracle Lease Management are: Interaction History, Fulfillment, Notes, Tasks, Territories, Resource Manager.

Oracle Foundation must be implemented and installed to insure proper

functionality in Oracle Lease Management. See the Oracle CRM Foundation Concepts and Procedure guide and the Oracle CRM Foundation Implementation Guide for details.

The following steps require Lease-specific information when you are enabling the Foundation module.

Oracle CRM Foundation has these implementation tasks, which affect Oracle Lease Management:

■ Section 6.5.1, "Set Up and Configure Interaction History"

■ Section 6.5.2, "Setup and Configure Fulfillment"

■ Section 6.5.3, "Set Up Notes"

■ Section 6.5.4, "Set Up Territories"

■ Section 6.5.5, "Set Up Resources"

■ Section 6.5.6, "Define Sales Representatives"

■ Section 6.5.7, "Define Remarketers"

■ Section 6.5.8, "Define Assignment Group"

6.5.1 Set Up and Configure Interaction History

Required

Interaction History is a collection of tables and business logic that records touch points between customers and resources for Oracle Applications, including Oracle Lease Management. Interaction History tracks all customer-agent interactions and serves as a repository for the interaction data. Whether the touch point occurs between two computers, a face-to-face conversation, or over various media channels (such as telephony), these patterns are true:

■ The system records a touch point as an interaction.

■ An interaction comprises a set of one or more business activities.

■ An interaction is a historical record; once you create it, you cannot alter or modify it.

■ You can relate business activities to media--such as phone, e-mail, or fax.

For Oracle Lease Management, you can optionally make these modifications in Interaction History:

■ Define additional outcome codes.

■ Define additional result codes.

■ Define additional reason codes.

■ Define additional action item codes.

■ Define additional action codes.

Prerequisites

After you install CRM Application Foundation, you can access the Interaction History graphical interface, Administration, and public APIs to test and use Interaction History functionality.

Responsibility