Use this list to identify profile options you need to change for your implementation.
You can set these profile options in any order you like. You can access the profile option window by navigating Service Contracts Manager > Control > Profile Option.
To change profile options, please follow the standard procedure outlined in the Oracle Applications Users Guide.
Setting up System Profile Options
Partially Y Sequential Numbering assigns numbers to documents created by forms in Oracle financial products and provides a method of checking whether documents have been posted or lost. This profile option must be set at the application level to Always Used. Do not set this option at the Responsibility level
OKC: Batch size N Determines the number of records
to be updated before they are saved in the database (this parameter should be fine-tuned by the database administrator).
OKC: Change Request Approver
Able, Marsha
N Default change request approver and overrides the workflow approver
OKC: Contract Approver
Sysadmin N Default contract approver and overrides workflow approver OKC: Public Group
Creator
Able, Marsha
N Privilege to create a public group in Oracle Contracts
OKC: Renewed Contract Identifier
R N This identifier will be a prefix attached to the system date and shown as a modifier of the renewed contract
OKC: Schedule Rule Alert Window
3 N The number of days before a due task, the user is notified of upcoming task
OKC: Schedule Rule Escalate
1 N Escalate number of days after task has missed due date when escalation begins
OKC: Time UOM Class
Time Y Limits the units in the Map Time Units window
Setting up System Profile Options
QP: Time UOM Conversion
Oracle Contracts
N Allows users to price for service based on the calendar, as used by Service Contracts, or the standard Oracle Applications conversion. If set to Service Contracts, pricing will take the calendar into account, including irregular length months or leap years.
OKS: Billing Schedule Level
Top Level N Default level for billing schedule.
Options include Equal Amount, Covered Level, Top Level.
OKS: Check Coverage Match
Yes N If set to Yes, the renewal consolidation process will not consolidate lines with different coverage attributes.
OKS: Contract Group for Warranties/Ext.
Warranty
Service Y This information is now set up in global defaults. This profile option is no longer used.
OKS: Contracts Validation Source
Install Base
Allows the user to define the org information that should be referenced when creating a contract via Order Management (e.g.
warranty). Values are Ship from Org-Order Management, Sold from Org-Order Management, Install Base, Master Org
OKS: Credit Card Privileges
Limited N Contract authoring user interface will use these values to determine how much of the credit card number to display on the screen.
Values are All, Limited and None.
OKS: Credit Processing QA Level
Validate N The QA process uses this to value to determine whether to validate the entered credit card number by calculating the checksum or obtaining authorization.
OKS: Counter Validate
Yes N Reserved for future functionality Option
Sample
Values Required Description
Setting up System Profile Options
OKS: Debug Error Log
No N If set to Yes, it will generate a debug file. Should remain set to No unless directed by a support analyst.
OKS: Default Line Style
Service Y Defines the default line style of a service contract. Must be set to Service or Usage. No other line styles are supported for Service Contracts. determine the proper price list and pricing effectivity. May be contract subline (covered level) start date, contract signed date, contract (header) start date, sysdate, or top line (service line) start date. If not defined, sysdate will be used.
OKS: Default QA Checklist
Default Y The QA checklist specified in this profile option is used as the default when authoring new contracts.
This is different from the default QA checklist defined in the Global Defaults form, which would be used to approve the renewed contract. This profile option is for new contracts, created during authoring.
OKS: Default Time Zone
EST N Defines default time zone for a coverage (not required, but recommended).
OKS: Discounting Privileges
Full N Defines the discounting privileges for the user. Values are Full, Non-Overridable Only, None, provided to Electronic Renewal Customers to allow them to review
& respond to renewal notifications.
Option
Sample
Values Required Description
Setting up System Profile Options
OKS: Enable Install Base Integration Messages
Y N Determines if notifications is enabled when a warranty or extended warranty has been created or updated. If yes, the profile option OKS: User name to send install base integration messages” must be setup.
OKS: Enable Negative Billing
Yes N If yes, a negative billing (credit) is generated. If no, negative values are invoiced at zero
OKS: Enable Sales Credit
Yes N If set to yes, upon renewal of the contract, this profile option will refer to the following other profile options to obtain information with which to populate the new contract:
-Sales Person (unless Use JTF - Yes) -Revenue Type Distribution -Revenue Type -Vendor Contact If this profile option is set to no, none of this information will populate in the new contract. Sales person and sales credit information do not copy from the expiring contract.
OKS: Grace Period Yes N Indicates whether users should be able set up a Grace Period when authoring or updating a contract.
This site level profile option defaults to No which causes Grace Period fields on the Contracts authoring form to be grayed out. If set to yes, users will be able to populate the Grace Duraction and Grace Period fields.
OKS: Item Display Preference
Descripti on
Y Choose to display either the item name or the item description in the product list of value
Option
Sample
Values Required Description
Setting up System Profile Options
OKS: Mass Change Security Level
Basic Y Defines the list of update levels available to the user when making the mass change. If set to Basic then only the Contract and Contract Group level are available to be selected for updates. When set to Advanced the user can perform mass change updates at All levels.
OKS: Minimum Authorized Amount
100 N Minimum amount to block if QA
level is authorize. Refer to profile option OKS: Credit Processing QA Level
OKS: Minimum Service Duration
1 N Defines the minimum duration of a service for Order Management.
If unable to reassign the sales rep on the contract, notification is sent to the contract administrator identified here
If sales rep setup is incomplete, a notification is sent to the user defined here
If the Territory setup is incomplete, a notification is sent to this user
OKS: Parallel Worker Yes If set to Yes, will spawn multiple concurrent requests when the Service Contracts Main Billing program is run in order to
distribute the billing load for more efficient handling. Only occurs when the billing load exceeds 500 lines.
Option
Sample
Values Required Description
Setting up System Profile Options
N Mode of payment required for AR interface.
OKS: Raise Credit Memo for IB Instance Termination
Yes N Controls whether a credit is generated when the end date is set on an item instance or after a transfer of ownership in the Installed Base
OKS: Reprice Warning Message Y/N
Yes N Used to suppress warning message while repricing or manually overriding the final price. If set to NO, warning message “This action is irreversible. Do you wish to Continue? will be suppressed.
Seeded default value is YES OKS: Revenue Type
Dist
100 N This is used for setting the credit percentage on a renewal contract for a salesrep. In order to pass QA, revenue distribution must equal 100%. If Enable Sales Credits is set to no, this profile option will be ignored.
OKS: Revenue Type Quota N This Profile Option is for setting the Sales Credit type, e.g. quota or non-quota, for creating the sales credits during renewal. If Enable Sales Credits is set to no, this profile option will be ignored.
OKS: Sales Person Able, Marsha
N This Profile Option sets the default sales person for sales credits on a renewal contract. It also populates this name into the Vendor Contact in the Summary>Parties>Party Contact Role. If OKS: Use JTF =
“Y”, the sales rep is retrieved from JTF resources instead of from this profile option. If Enable Sales Credits is set to No this profile option will be ignored.
OKS: Sales Credit Distribution
Full N Reserved for Future Functionality Option
Sample
Values Required Description
Setting up System Profile Options
Sets default username for automated creation of service requests
OKS: SMTP Domain Required
for email quote
Domain name of the local (sending) host
OKS: SMTP Host Required
for email quote
Name of the remote host to which the connection is established
OKS: SMTP Port Required
for email quote
Port number of the remote SMTP server
OKS: Summary Transactions
Yes Y If not specified at the billing profile or contract header level, this determines if the summary or detailed transactions are sent to AR.
OKS: Day UOM Code Day Y Defines the day unit of measure.
OKS: Month UOM Code
MTH Y Defines the month unit of measure.
OKS: Quarter UOM Code
QTR Y Defines the quarter unit of measure.
OKS: Week UOM Code
WK Y Defines the week unit of measure.
OKS: Year UOM Code
YR Y Defines the year unit of measure.
Option
Sample
Values Required Description
Setting up System Profile Options
OKS: Use JTF Y N This Profile Option determines
whether to use JTF Resources to get the salesrep for a renewal contract.
If set to “N”, the sales rep is retrieved from OKS: Sales Person.If set to yes it will retrieve the sales person assigned by territory. Must setup territories. Must be set to yes if using the Concurrent Program for Reassigning Resources. If Enable Sales Credits is set to no, this profile option is not used to populate the sales person renewal agreement.
OKS: Use QP for Manual Adjustment
Yes N Used to control the integration with QP for manual override of the final price. If NO, QP will not be used to create or derive price adjustments. Whatever final price is entered will be stored and no adjustments will be recorded.
If YES, QP will be used to derive price adjustments. All adjustments will be stored in OKS, and can be viewed through pricing adjustment window. No manual override is possible if the service item is not priced in the price list. Seeded default value is yes.
Identifies user to be notified of customer product transfers
N Identifies the e-mail address of the person to be notified whenever a warranty or extended warranty has been created or updated.
Option
Sample
Values Required Description
Setup for Service Key Flexfields