Day1 ActivityGuide

Practices for Lesson 1:
Oracle Financials Cloud:

Revenue Management
Fundamentals Overview
Practices for Lesson 1
There are no practices for Lesson 1.
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6 Practices: Oracle Financials Cloud: Revenue Management Fundamentals Overview

Introducing Oracle Fusion
Navigation, Functional Setup
Manager, and Cloud Security
Practices: Oracle Financials Cloud: Revenue Management Fundamentals Overview 7

Practices for Lesson 2: Overview
Overview
In these practices, you will be:
 Getting Started in Oracle Cloud Applications.
 Using personalizations.
 Exploring the Functional Setup Manager.
 Using the Security Console.
Use the following usernames with the password assigned by OU Operations for all activities
unless otherwise specified.
 Students: FASXX.Student where XX = 01 to 30
 Instructors: FASXX.Instructor where XX = 00, 99
Use Firefox for all the practices. If Navigator does not allow scrolling or closes before you can
get to the items that are at the bottom of the box, use the following work around:
 Use Internet Explorer (IE).
 Use the F11 function to maximize the screen.
 Use Control and Scroll Down to minimize the screen.

Practice 2-1: Getting Started in Oracle Fusion Applications
Overview
In this practice, you will be introduced to Oracle Fusion Applications and the basic navigation
features.
Assumptions
Sign in as your FASXX.Student user as assigned by the instructor.
Tasks
1. Select Applications Login for all labs unless otherwise instructed.

2. Sign in as Your User (as assigned by the instructor).

3. Click the Sign in button.
Note: After you sign in, you start on the Welcome Springboard, which contains one or
more icons that enable you to access the application pages directly.
The global area at the top of the page is always available no matter where you are in
Oracle Fusion Applications.
Use the menus, icons, and tabs at the top of the Global Area to access features relevant to
any page in Oracle Fusion Applications.
 Use the Accessibility icon to set accessibility preferences. You can also access
preferences through the Personalization menu found under your username.
 Use the Show Help icon to toggle on or off Oracle Fusion Applications Help. The
Help icons appear within pages when toggled on and give you access to page or field-
related help topics.
 The Search icon in the global area lets you run a quick keyword search and, from the
search results, navigate to the page that contains what you are looking for.

4. Click in the Search field. Enter Navigator and click the Search icon.
5. Review the topics that appear. Open one of the topics.
6. Close the topic and the Search Results window.
7. Click in the Search field again.
Note: A list of recent searches is generated.
8. Click the Personalize gears in the upper right hand corner of the Search window to open a
window where you can narrow your search by groups or categories.

9. Click Cancel.
10. Select your username to open the Setting and Actions menu.
11. Click the Applications Help link.

Note: A new tab opens on the browser.
12. Enter Work Areas in the search box. Click Search.
13. Click Help Type and deselect everything but Video.
14. Click Apply.
15. Click and the video Exploring Work Areas.
Note: The video does not run within the Oracle University and some client firewalls. Note
the name and search for it on Google on your laptop.
16. Close the Applications Help tab.
17. Click the Navigator icon > Revenue Management.
Note: A work area contains the complete set of tasks, reports, embedded analytics,
searches, or other content that you need to accomplish the tasks associated with a
business goal. Work areas consist of many sections.
 The local area is where you do your work.
 The Tasks icon in the upper right corner opens the Panel on the right where you
can select actions, searches, or reports.
18. Click the Tasks panel tab to open Tasks Panel.

19. Click the Manage Customer Contracts link.
Note: After some contracts have been created, you search and manage those contracts
from this page.
20. Click Done.
21. Click your username and then the Sign Out link to sign out to end your session of Oracle
Cloud Applications.

Practice 2-2: Using Personalizations
Overview
In this practice you will be:
 Setting user preferences.
 Creating a saved search.
 Configuring columns.
Assumptions
Sign in as FASXX.Student as assigned by the instructor.
Setting User Preferences
Tasks
1. Navigate to: Your username > Set Preferences.
2. Navigate to: Tasks > Regional.

3. Change the Time Zone to Your Time Zone.
4. Click Save.
5. Click on any other tasks to view the details.

6. Click the Vision logo or the Home icon to return to the Welcome Springboard.
Creating a Saved Search

7. Navigate to: Revenue Management > Tasks panel tab > Manage Customer Contracts.
8. Enter or select Status: Pending Review.
9. Click Search.
Note: You should not get any results because we have not created any contracts yet.
10. Click Save.
11. Enter or select the following:
Field or Checkbox Value

Name Contracts Pending Review
Set as Default Deselect
Run Automatically Select
12. Click OK.

13. Click Done.
14. Navigate to: Tasks panel tab > Manage Customer Contracts.

15. From the Saved Search drop down, select Contracts Pending Review.
16. Remain in the Manage Customer Contracts work area.
Configuring Columns
17. Click View > Columns > Manage Columns.

18. From the Visible Columns section, move Freeze Date to the Hidden Columns section.
19. From the Hidden Columns section move Ledger to the Visible Columns section.
20. Click OK.

21. Click Done.

Practice 2-3: Exploring the Functional Setup Manager
Overview
In this practice, you will be:
 Navigating to the Functional Setup Manager.
 Selecting the Financials Offering.
 Exploring the Payables setup tasks.
Assumptions
Tasks
1. Navigate to: Setup and Maintenance.
2. Click the Financials Offering.
3. Click the Setup button.

4. In the Functional Areas section, Click Revenue Management.

5. In the Revenue Management section and click on the Manage Revenue Price Profiles
task.
6. Click Cancel.

Practice 2-4: Using the Security Console
Overview
In this practice, you will be
 Assigning the OU SCM Role to your user in order to create items.
 Assigning the US BU Set and US1 Business Unit to the Revenue Manager and
Revenue Analyst roles.
Assumptions
Sign in as CASEY.BROWN (password is same as your user password)
Tasks
Assigning a Job Roles to Your User

1. Navigate to: More…> Tools > Security Console.
Note: Click OK to any warnings.
2. Click on the Users tab.
3. In the Search field, enter FASXX.

4. Click the Search icon.
5. Click on the FASXX.STUDENT link.
6. Click Edit.
7. Click Add Role.
8. Enter OU SCM Role.

9. Click Search.
10. Select the OU SCM Role and click Add Role Membership.
11. Click OK.

12. Click Done.
13. Similarly, add “Revenue Manager” & “Revenue Analyst” roles as well.


14. Click Save and Close.
15. Click Done.
16. Sign out and then Sign back in.
Note: It may take a few minutes for the new job role to cache and be available.
Authorizing Data Access of the Revenue Management Job Roles to a Business

Unit and SetID
17. Navigate to: Setup and Maintenance > Financials Offering > Setup > Users and
Security > Show: All Tasks > Manage Data Access for Users.

18. Search based on the following:
Parameter Value
Radio Button Users without Data Access
Security Context Business Unit
User Name FASXX.STUDENT
19. Click Search.

20. Click Create.
21. Enter:
Field Value
Username FASXX.Student
Role Revenue Manager
Security Context Value US1 Business Unit

22. Click Add Row.
23. Enter:
Field Value
Security Context Reference data set
Security Context Value US1 BU Set
24. Click Add Row.

25. Enter:
Field Value
Role Revenue Analyst
Security Context Reference data set
Security Context Value US1 BU Set
26. Click Add Row.

27. Enter:
Field Value
Security Context Value US1 Business Unit
28. Click Add Row.

29. Enter:
Field Value

Security Context Ledger
Security Context Value US Primary Ledger
30. Click Add Row.

31. Enter:
Field Value
Security Context Ledger
Security Context Value US Primary Ledger

33. Click Done.

Integrating with Revenue
Management

Overview
In this practice, you will be creating items and their spoke system relationship.

Practice 3-1: Creating Items and Their Spoke System Relationship
Overview
In this practice, will be:
 Creating three items to be used by Revenue Management. The three items are:
XXRM20001: Phone model 01, XXRM20002: Unlimited Talk & Text, XXRM20003:
Data plan 3GB.
 Creating their spoke system relationship.
Assumptions
Sign in as SCM01.STUDENT user
Tasks
Creating Item XXRM20001

Replace XX with your Student ID and NOT your initials
1. Navigate to: Setup and Maintenance

2. Click on 'Tasks' icon on the right hand side
3. Click on 'Search' link
4. Search for ‘Manage Item Classes’ task and go to that page
5. Search for Item Class ‘Smartphones’ > Click OK on the pop-up
6. Select the ‘Smartphones’ record and click Edit
7. Navigate to Item Management tab
8. Make sure Item Number Generation Method is set to ‘User Defined’
9. If it is not set to ‘User Defined’ change it to ‘User Defined’ and Save
10. Navigate to: Product Management > Product Information Management > Tasks panel
tab > Item Management > Create Item.
11. Select Organization: 000.
12. Select Create from Copy.
13. Enter Item: RM20001.
14. Click on the Relationships tab.

15. Select Organizations from the Available List and move it over to the Selected List.
16. Click OK.

17. Enter Item: XXRM20001.
19. Click on the Spoke System Items tab.
20. Click Create.
21. Enter:
Field Value
Spoke System Legacy System 1
Spoke System Item XXRM20001
Start Date Today (defaults)
Spoke System Item Description Phone model 01

22. Click OK.
23. Click on the Save list of values and select Save and Close.
24. Click OK.

25. Navigate to: Tasks panel tab > Item Management > Create Item.
31. Click OK.
35. Click Create.
36. Enter:
Field Value
Spoke System Item Description Unlimited Talk & Text
37. Click OK.


39. Click OK.

40. Navigate to: Tasks panel tab > Item Management > Create Item.
46. Click OK.
50. Click Create.
51. Enter:
Field Value
Spoke System Item Description Data plan 3GB
52. Click OK.

54. Click OK.

Configuring Revenue
Management

Overview
 Defining a performance satisfaction plan.
 Defining source document types.
 Updating revenue system options.
 Creating contract identification rules.
 Creating performance obligation identification rules.

Practice 4-1: Defining a Performance Satisfaction Plan
Overview
In this practice, you will be defining a performance satisfaction plan.
Assumptions
Tasks
1. Navigate to: Setup and Maintenance > Financials Offering > Setup > Revenue
Management > Show: All Tasks > Manage Performance Satisfaction Plans.
2. Click Create.
3. Enter:

Field Value
Set Common Set
Name XXDaily Revenue Rate
Description XXDaily Revenue Rate All Periods
Type Daily revenue rate, all periods
Deferred revenue Selected

4. Click Done.

Practice 4-2: Defining Source Document Type Codes
Overview
In this practice you will be defining two source document type codes for each student.
Assumptions
Tasks
Defining Two Source Document Type Codes

Management > Show: All Tasks > Manage Revenue Management Descriptive
Flexfields.
2. Search for VRM SOURCE DOCUMENT
3. Select the row for VRM Source Document.

4. Click Edit.
5. Click Manage Contexts.
6. Click Create.
7. Enter:

Field Value
Display Name XXTelco Devices
Context Code XXTelco_Devices

API Name AXXtelcoDevices (Defaults)
Description XXTelco Devices
Enabled Selected
8. Click Save and Create Another.

9. Enter:
Field Value
Display Name XXTelco Subscriptions
Context Code XXTelco_Subscriptions
API Name AXXtelcoSubscriptions (Defaults)
Description XXTelco Subscriptions
Enabled Selected
10. Click Save and Close three times.

11. With the VRM DOCUMENT SOURCE highlighted, click Deploy Flexfield.
12. Click OK.
Note: The Deployment Status should have a check.
At any point in time, only one user can deploy the flexfield. There are multiple student
users in your environment and more than one student could be executing this same
step in parallel. In such case, you may experience blockage / delay / issue. Please wait
for some time and retry the step and it should work.
13. Click Done.

Practice 4-3: Defining Document Source Types
Overview
In this practice you will be defining two document source types.
Assumptions
Tasks
Management > Show: All Tasks > Manage Source Document Types
2. Click Add Row.
3. Enter:
Field Value
Name XXTelecommunication Devices
Description XXTelecommunication Devices
Satisfaction Measurement Model Quantity
Document Type Code XXTelco_Devices
Active Selected
4. Click Save.
5. Click OK.
6. Click Add Row.
7. Enter:
Field Value
Name XXTelecommunication
Subscriptions
Description XXTelecommunication
Subscriptions for Data, Voice,
and Text
Satisfaction Measurement Model Period
Performance Satisfaction Plan XXDaily Revenue Rate
Document Type Code XXTelco_Subscriptions
Active Selected

9. Click OK.

Practice 4-4: Updating Revenue System Options
Overview
In this practice you will be updating revenue system options to include your new source
document type.
At any point in time, only one user can update this page. There are multiple student users
in your environment and more than one student could be executing this same step in
parallel. In such case, you may experience blockage / delay / issue. Please wait for some
time and retry the step and it should work.
Assumptions
Tasks
Management > Manage Revenue System Options.
Note to Instructor: Change the Transaction Price Review Threshold to 1200.00 if it is
different
2. In the Source Document Type section, click Add Row.
3. Enter:
Field Value
Ledger US Primary Ledger
Source Document Type XXTelecommunication
Devices
Revenue Clearing Account 103.10.12104.000.000.000

4. Click Add Row.
5. Enter:
Field Value
Ledger US Primary
Subscriptions
Revenue Clearing Account 103.10.12104.000.000.000
6. Click Save.
7. Repeat for each student’s source document type.

Practice 4-5: Creating Contract Identification Rules
Overview
In this practice you will be creating a contract identification rule.
Assumptions
Tasks
Management > Show: All Tasks > Manage Contract Identification Rules.
10. Click Create.
11. Enter:
Field Value
Name XXTelco Contract
Priority 2XX
Enabled Yes
Freeze Period 10
Description Bill to Customer and Plan
Default Classification Telecommunication
12. In the Grouping Attributes tab, click Add Row.

13. Enter:
Field Value
Source Document Type XXTelecommunication Devices
Source Document Attribute Name Bill-to Customer Party Identifier
Matching Group 1
14. Click Add Row.

15. Enter:
Field Value

Source Document Attribute Name Extensible Header Character
Attribute 3
Matching Group 2
16. Click Add Row.

17. Enter:
Field Value
Subscriptions
Source Document Attribute Name Bill-to Customer Party Identifier
Matching Group 1
18. Click Add Row.

19. Enter:
Field Value
Subscriptions
Source Document Attribute Name Extensible Header Character
Attribute 3
Matching Group 2


21. Click OK.

Practice 4-6: Creating Performance Obligation Identification Rules
Overview
In this practice you will be creating a performance obligation identification rules.
Assumptions
Tasks
Management > Show: All Tasks > Manage Performance Obligation Identification
Rules.
2. Click Create.
3. Enter:
Field Value
Name XXTelco Devices
Priority 2XX
Enabled Yes
Exempt from Allocation No
Description Telco Devices – require complete
satisfaction
Default Classification Device
Satisfaction Method Require Complete

5. Enter:
Field Value
Source Document Attribute Name Extensible Line Character Attribute 1
Matching Group 1

7. Click Create.
8. Enter:
Field Value
Name XXTelco Subscriptions
Priority 3XX
Enabled Yes
Exempt from Allocation No
Description 01Telco Subscriptions – allows
partial satisfaction
Default Classification Data and Voice Plans
Satisfaction Method Allow partial

10. Enter:
Field Value
Source Document Type XXTelecommunication Subscriptions
Source Document Attribute Name Extensible Line Character Attribute 1
Matching Group 1

11. Click Save and Close twice.
Note: If you want to search for your rule, change the Exempt from Allocation parameter
to No.

Configuring and Managing
Standalone Selling Prices

Overview
 Viewing a revenue pricing dimension structure, an instance, and values sets.
 Defining a revenue pricing dimension assignment.
 Defining a revenue price profile.
 Creating revenue prices.
 Verifying the revenue prices calculated.

Practice 5-1: Viewing a Revenue Pricing Dimension Structure, an
Instance, and Value Sets
Overview
 Viewing a revenue pricing dimension structure.
 Viewing a revenue pricing structure instance.
 Reviewing pricing value set.
Assumptions
Tasks
Viewing a Revenue Pricing Dimension Structure

Management > Show: All Tasks > Manage Revenue Pricing Dimension Structures.
2. Click Manage Structures.

3. Click Search.
4. Click on the Customer Class & Product Group row.

5. Click Edit.
Note: The structures defines the number of segments required to calculate pricing.
6. Highlight the first row and click Edit.
7. Click Cancel twice.

8. Click Done.
Viewing a Revenue Pricing Dimension Structure Instance

9. Click Manage Structure Instances.
10. Search on Structure Name: Customer Class & Product Group.

11. Click Edit.
Reviewing Pricing Value Sets

12. Click on each Value Set Code link.
13. Click Cancel or Done until you are back to the Offering.

Practice 5-2: Defining a Revenue Pricing Dimension Assignment
Overview
In this practice you will be defining a revenue pricing dimension assignment.
Assumptions
Tasks
Management > Manage Revenue Pricing Dimension Assignment.
2. In the Pricing Dimension Assignments section, click Add Row.
3. Enter:
Field Value
Name XXTelecommunications
Description XXTelecommunications
Pricing Dimension Structure Customer Class & Product Group
Enabled Selected
4. In the XXTelecommunications: Assignments section, click Add Row.

5. Enter:
Field Value
Document Type XXTelcommunication Devices
Customer Class Bill-to Customer Class
Product Group Extensible Header Character
Attribute 2
6. In the XXTelecommunications: Assignments section, click Add Row.

7. Enter:
Field Value
Document Type XXTelcommunication Subscriptions
Customer Class Bill-to Customer Class
Product Group Extensible Header Character
Attribute 2

Practice 5-3: Defining a Revenue Price Profile
Overview
In this practice you will be defining a revenue price profile.
Assumptions
Tasks
Management > Manage Revenue Price Profiles.
2. Click Create.
3. Enter:
Field Value
Name XXTelecommunication SSP
Description 01SSP Profile for
telecommunication devices and
services
Pricing Dimension Assignment XXTelecommunications
Revenue Price Representation Unit Price
4. In the Default Assignment Attributes section, enter:
Field Value
Minimum Standalone Sales 15
Months Covered 12
Revenue Price Tolerance Median
Usage
Coverage 80
High Tolerance Range 15
Low Tolerance Range 15

6. Click OK.

Practice 5-4: Creating Revenue Prices
Overview
In this practice you will be creating revenue prices.
Assumptions
Tasks
Management > Manage Standalone Selling Price Profiles.
2. Click on your XXTelecommunication SSP link.
3. In the Assignments section, click Add Row and add each of these items:
Item Item Classification Effective Start Period

XXRM20001 Device Quarter 3-2016
XXRM20002 Voice Plan Quarter 3-2016
XXRM20003 Data Plan Quarter 3-2016
4. Click Save.
5. Click OK.
6. Click Create Revenue Prices.
7. Enter:
Field Value
Effective Period Quarter 3-2016
Default Currency USD
8. Click Save.
9. Select Open with: Microsoft Excel (default).
10. Click OK.
11. Click Enable Editing.
12. Click Yes.
13. Sign in using your FASXX.Student user as assigned by the instructor.
14. Click OK.
15. Enter for each item:

Note: The item numbers are in reverse order to match the spreadsheet.
Item Unit of Pricing Dimension Revenue Revenue

Measure Price Price
Type
XXRM20003 Month CONSUMER-MOBILE PLAN ESP 33.33
XXRM20001 Ea CONSUMER-MOBILE PLAN ESP 500.00
16. Click on the Create Revenue Prices ribbon.

17. Click Upload.
18. Click OK.
Note: the Status should be Row inserted successfully.

Practice 5-5: Verifying the Revenue Prices Calculated
Overview
In this practice you will be verifying that the revenue prices calculated.
Assumptions
Tasks
1. Navigate to: Revenue Management > Tasks panel tab > Revenue Price > Manage
Revenue Prices in Spreadsheet.
3. Click OK.
5. Click Yes.
7. Click OK.
8. In the Revenue Price Profile field, enter XXTelecommunication SSP.
9. Click on the Manage Revenue Prices ribbon.
10. Click Search.

Managing Contracts and
Revenue

Overview
 Processing customer contract source documents from a spreadsheet.
 Running the Validate Customer Contract Source Data process
 Running the Identify Customer Contracts process
 Using the Revenue Management work area.
 Uploading billing data.
 Creating revenue prices for the pending allocation contracts
 Reviewing your changed customer contracts.
 Running of the Creating Accounting process

Practice 6- 1: Processing Customer Contract Source Documents from
a Spreadsheet
Overview
 Generating a DAT file from the spreadsheet.
 Performing a file import.
 Running the Load Interface File for Import process.
 Submitting the Validate Customer Contract Source Data process
 Submitting the Identify Customer Contracts process
Assumptions
Tasks
Preparing the Spreadsheet for Upload

1. Download “Day1A.Telco Revenue.xlsm” from the same directory as this activity guide
2. Open excel on your remote desktop by Navigating to: Start > Programs > Microsoft
Office > Excel.
3. Open Day1A.Telco Revenue.xlsm
4. On the Home ribbon, click Find & Select.
5. Click on the Options button and select Within: Workbook.
6. Find all XX’s and replace with your number.
Note: You should have 72 replacements.
7. Click Save.
8. Click on the Instructions and DAT Generation sheet.
9. Click on the Generate DAT File button.
10. Save it to you desktop and name the file: XXRM Telco Revenue.
11. Click OK.
Performing a File Upload

12. Navigate to: More…Tools > File Import and Export.
13. Click Upload.
14. Click Browse.
15. Find your saved zip file and click Open.
16. Select Account: fin/revenueManagement/import.

Note: Your file should be in the Search Results section.
Running the Load Interface File for Import Process

18. Navigate to: More…Tools > Scheduled Processes.
19. Click Schedule New Process.
20. Click on the Name List of Values and then click the Search link.
21. Enter Load Interface and click Search.
22. Select the Load Interface File for Import row.
23. Click OK twice.
24. In the Parameters section, select Import Process: Import Revenue Basis Data.
25. Select Data File: XXRM Telco Revenue.
Note: If your file is not listed, click on Upload a new file.
26. Click Submit.
27. Click OK.
28. Click Refresh until the Status is Succeeded.

Practice 6-2: Running the Validate Customer Contract Source Data
Process
Overview
In this practice you will be running the Validate Customer Contract Source Data process.
Assumptions
At any point in time, only one user can run this process. There are multiple student users
Tasks
Opening Accounting Periods Task

1. Navigate to: General Accounting > Period Close.
2. Ensure that the Data Access Set is the US Ledger Set
3. Click on the General Ledger (Open) link.
4. Ensure that all periods from 07-16 to 11-16 are open. If not, Highlight all the rows and click
Open Period.
5. Repeat for the US IFRS Secondary Ledger.
6. Navigate to: Revenue Management > Tasks panel tab > Revenue Management
Periods > Manage Accounting Period.
7. Click on the US Primary Ledger Link.
8. Click Actions > Open Target Period.
9. Select the 11-16 and click Open.
10. Click Yes.
11. Click OK.
Running the Validate Customer Contract Source Data Process

14. Enter Validate Customer and click Search.
15. Select the Validate Customer Contract Source Data row.
16. Click OK twice.
17. Click Submit.
18. Click OK.

Note: Three subprocesses should generate.
20. Click on the Validate Customer Contract Source Data row.

21. In the Log and Output section, click on the (1more…) link.
22. Click on the txt file link.
23. Open with Wordpad for better formatting.
24. The report should show no errors.
25. Close all windows and return to Scheduled Processes.

Practice 6-3: Running the Identify Customer Contracts Process
Overview
In this practice you will be running the Identify Customer Contracts process.
Assumptions
Tasks
1. Navigate to: More… > Tools > Scheduled Processes.
4. Enter Identify and click Search.
5. Select the Identify Customer Contracts row.
6. Click OK twice.
7. Enter:
Parameter Value
Accounting Mode Draft
Accounting Date Today
Report Style Detail
8. Click Submit.
9. Click OK.
Note: Many processes should generate.
11. Click on the Identify Customer Contracts row.
12. In the Log and Output section, click on the (1more…) link.
13. Click on the txt file link.
14. Open with Wordpad for better formatting.

15. You should see 3 contracts and 7 lines per student and the instructor.
16. Click on the Create Accounting Execution Report.

17. In the Output section, click on the Default Document link.
18. Click Download.
19. Select Open with: Adobe Acrobat Reader DC (default).
Note: You might see some error messages. This is from old data and does not affect the
class.

Practice 6-4: Using the Revenue Management Work Area
Overview
 Taking action on a contract to Mark as Reviewed.
 Viewing a Pending Allocation contract.
 Viewing an allocated contract.
 Viewing the accounting created.
Assumptions
Tasks
1. Navigate to: Revenue Management.
Note Down Your Contract Numbers

2. Navigate to: Tasks panel tab > Customer Contracts > Manage Customer Contracts.
3. In the Search section, change Source Document to Starts with and enter TELCO_1XX.
4. Click Search.
5. Note down your 3 Contract Numbers
6. Click Done
Viewing Your Contracts in Pending Allocation tab

Note: Two of your three contracts are in Pending Allocation because of missing SSP.
7. Click on a number link.
Note: The Allocation Pending Reason is Revenue price not available because the SSP
for 11/19/2016 has not been created.
8. Click Cancel.

Note: After the SSP is created for Quarter 4-2016 (in Practice 6-6), you must run the
Identify Customer Contracts process again. The system then allocates SSP for both the
contract Marked as Reviewed and the Pending Allocation contract.
Viewing Your Contract in the Pending Review Tab

Note: One of your three contracts is Pending Review because the System Options
Transaction Price Review Threshold is set to 1200.00.
9. Click on a number link.
10. Click on the Promised Details tab.
Taking Action on a Contract to Mark as Reviewed

11. Click on the Performance Obligations tab.
Note: The Allocated Amount is missing because the contract needs to be reviewed.
13. Click Actions > Mark as Reviewed.
14. Click Save and Close twice.
Run Identify Customer Contracts process

15. Follow the steps in Practice 6-3 to run Identify Customer Contracts process

Viewing your Fully Allocated Contract
16. Navigate to: Tasks panel tab > Customer Contracts > Manage Customer Contracts.
17. Query the Contract that you had earlier marked as Reviewed
18. Click on the number link
Note: Not all the revenue is recognized yet because all the periods are not open in this
example. If the periods are open the whole year you should see all the revenue recognized.
The Billed amount is 0.00. This is because we have not uploaded any billing data yet.
20. Click on Promised Details.
21. Review all the data in all of the subtabs.

Viewing the Accounting Created
22. Click Actions > View Accounting.
23. Click Done.

24. Click Cancel.

Practice 6-5: Uploading Billing Data
Overview
 Generating a DAT file from the spreadsheet.
 Running the Load Interface File for Import process.
 Submitting the Recognize Revenue of Customer Contracts process
Assumptions
Tasks
Preparing the Spreadsheet for Upload

1. Download “Day1B.Telco Billing.xlsm” from the same directory as this activity guide
2. Open excel on your remote desktop by Navigating to: Start > Programs > Microsoft
Office > Excel.
3. Click Open Day1B.Telco Billing.xlsm
4. On the Home ribbon, click Find & Select.
5. Click on the Options button and select Within: Workbook.
6. Find all XX’s and replace with your number.
Note: You should have 150 replacements.
7. Click Save.
8. Click on the Instructions and DAT Generation sheet.
9. Click on the Generate DAT File button.
10. Save it to you desktop and name the file: XXRM Telco Billing.zip.
11. Click OK.
Running the Load Interface File for Import Process

12. Navigate to: More…Tools > Scheduled Processes.
15. Enter Load Interface and click Search.
16. Select the Load Interface File for Import row.
17. Click OK twice.
18. In the Parameters section, select Import Process: Import Billing Data.
19. Click on Upload a new file.
20. Click Browse and locate your XXRM Telco Billing.zip file
21. Click OK.

22. Click Submit.
23. Click OK.
Running the Recognize Revenue of Customer Contracts


27. Enter %Contract% and click Search.
28. Select the Recognize Revenue of Customer Contracts row.
29. Click OK twice.
30. Enter:
Parameter Value
Report Style Detail
31. Click Submit.

32. Click OK.
Note: Several processes should generate.
36. Click Download.

Practice 6-5: Creating Revenue Prices for the two Pending Allocation
Contracts
Overview
 Creating revenue prices for the Pending Allocation contracts
 Running of the Identify Customer Contracts process
Assumptions
Tasks
Creating Revenue Prices

Management > Manage Revenue Price Profiles.
2. Click on the XXTelecommunication SSP link.
3. Click Create Revenue Prices.
4. Enter:
Field Value
Effective Period Quarter 4-2016
Default Currency USD
5. Click Save.
7. Click OK.
9. Click Yes.
11. Click OK.

12. Enter for each item:
Note: The item numbers are in reverse order to match the spreadsheet.
Item Unit of Pricing Dimension Revenue Revenue

Measure Price Price
Type
XXRM20001 Ea CONSUMBER-MOBILE PLAN ESP 500.00
13. Click on the Create Revenue Prices ribbon.

14. Click Upload.
15. Click OK.
Note: the Status should be Row inserted successfully.
Running the Identify Customer Contracts Process

16. Navigate to: More…> Tools > Scheduled Processes.

19. Enter Identify and click Search.
20. Select the Identify Customer Contracts row.
21. Click OK twice.
22. Enter:
Parameter Value
Report Style Detail
23. Click Submit.

24. Click OK.
Note: Many processes should generate.

Practice 6-6: Reviewing Your Changed Customer Contracts
Overview
In this practice you will be reviewing you changed customer contracts.
Assumptions
Tasks
1. Navigate to: Revenue Management > Tasks panel tab > Customer Contracts > Manage
Customer Contracts.
2. In the Search section, change Source Document to Starts with and enter TELCO_1XX.
3. Click Search.
Note: Your contract that was initially allocated now has a Billed amount and your two
contracts that were not allocated now are.
4. Click Done.

Practice 6-7: Running the Create Accounting Process
Overview
In this practice you will be running the Create Accounting process
Assumptions
Tasks
1. Navigate to: More…> Tools > Scheduled Processes.
4. Enter Create Accounting and click Search.
5. Select the Create Accounting row.
6. Click OK twice.
7. Enter:
Parameter Value
Subledger Application Revenue Management
End Date Today
Accounting Mode Final
Process Events All
Report Style Detail
Transfer to General Ledger Yes
Post in General Ledger Yes
Journal Batch RM Class
Include User Transaction Identifiers No

8. Click Submit.
9. Click OK.
Note: Several processes should generate.
13. Click Download.
Note: You may see some error or warning messages on the secondary ledger. These are
errors on some old data and does not affect the class.

Viewing the Journals Created in General Ledger
16. Navigate to: General Accounting > Journals > Tasks panel tab > Journals > Manage
Journals.
17. Ensure that the Data Access Set is US Primary Ledger.
18. In the Journal Batch field, enter RM Class.
19. Click Search.
20. Click on the 07-16Revenue Contract journal name link.

21. Click on any amount link.

22. Click Done.
23. Click Cancel.

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Practices for Lesson 1:

Oracle Financials Cloud:

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12 Practices: Oracle Financials Cloud: Revenue Management Fundamentals Overview

11. Click the Applications Help link.

18. Click the Tasks panel tab to open Tasks Panel.

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Practices: Oracle Financials Cloud: Revenue Management Fundamentals Overview 13

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14 Practices: Oracle Financials Cloud: Revenue Management Fundamentals Overview

Setting User Preferences

2. Navigate to: Tasks > Regional.

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Practices: Oracle Financials Cloud: Revenue Management Fundamentals Overview 15

Creating a Saved Search

Field or Checkbox Value

12. Click OK.

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16 Practices: Oracle Financials Cloud: Revenue Management Fundamentals Overview

16. Remain in the Manage Customer Contracts work area.

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Practices: Oracle Financials Cloud: Revenue Management Fundamentals Overview 17

20. Click OK.

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18 Practices: Oracle Financials Cloud: Revenue Management Fundamentals Overview

3. Click the Setup button.

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Practices: Oracle Financials Cloud: Revenue Management Fundamentals Overview 19

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20 Practices: Oracle Financials Cloud: Revenue Management Fundamentals Overview

Assigning a Job Roles to Your User

3. In the Search field, enter FASXX.

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Practices: Oracle Financials Cloud: Revenue Management Fundamentals Overview 21

11. Click OK.

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22 Practices: Oracle Financials Cloud: Revenue Management Fundamentals Overview

Practices: Oracle Financials Cloud: Revenue Management Fundamentals Overview 23

Authorizing Data Access of the Revenue Management Job Roles to a Business

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24 Practices: Oracle Financials Cloud: Revenue Management Fundamentals Overview

19. Click Search.

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Practices: Oracle Financials Cloud: Revenue Management Fundamentals Overview 25

24. Click Add Row.

26. Click Add Row.

28. Click Add Row.

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26 Practices: Oracle Financials Cloud: Revenue Management Fundamentals Overview

30. Click Add Row.