Understand Event Based Revenue MGT & Contingencies

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Oracle Advisor Webcast

Understanding Event Based Revenue
Management & Revenue Contingencies
Satya Kamalapuram, Principal Software
Engineer
Understand Event Based Revenue Management

& Contingencies Webcast Resource Links
To access the Understanding Event Based Revenue Management &
Revenue Contingencies webcast recording:

https://oracleaw.webex.com/oracleaw/lsr.php?RCID=b998f9a1bfaaf332483d14d4d4709a77
Continue the Discussion! To ask questions on Event Based
Revenue Management & Revenue Contingencies and to review the

webcast Q&A: https://community.oracle.com/thread/3546517
Note: The link to download the presentation PDF is included in the
Continue the Discussion link above.

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Objectives
Gain an understanding of Event
Based Revenue Management
Become familiar with Revenue

Contingencies setup and data model
Understand Revenue Policy
Agenda
Event Based Revenue Management
Revenue Contingencies
Revenue Policy
Main Revenue Contingency Tables

Demonstration
Event Based Revenue Management

Automate timing of revenue recognition
Decide whether to recognize or defer revenue
Implemented using Revenue Policy and Revenue Contingencies

Recognize revenue based on certain events
Customer Acceptance
Receipt Application
Expiration date
Invoicing
Proof of Delivery
Revenue Contingencies
Terms & conditions in sales contract / order
Prevent revenue recognition & cause revenue deferral
Remove using contingency removal events
View/modify using Revenue Accounting form

Define contingencies according to business needs
Possible to have multiple contingencies at invoice line level
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Key Revenue Contingencies
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Contingency Name
Contingency Removal Event
Cancellation
Contingency expiration date or expiration

period
Customer Creditworthiness
Receipt Application
Delivery
Proof of Delivery
Explicit Acceptance
Customer acceptance
Extended Payment Term
Receipt application
Revenue Contingencies Setup

Revenue Management Super User > Revenue Contingencies > Contingencies Definition
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13
14
15
16
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Revenue Contingencies Assignment Rules

Revenue Management Super User > Revenue Contingencies > Assignment Rules
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Revenue Management Super User > Revenue Contingencies > Assignment Rules
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20
21
22
23
24
25
26
27
28
29
Revenue Contingency Analyzer (RCA)

Concurrent program that monitors time-based contingencies
Skips manual adjusted invoices

No other contingency should exist
Submit Accounting invokes RCA program
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Revenue Policy
Revenue Policy defined at the enterprise level
Set of rules that applies to all invoices
Based on either
Credit Classifications
Policy Thresholds
Standard Refund Policy
Standard Payment Term
Present in 11i System Options Form
31
Revenue Policy
Revenue Management Super User > Revenue Policy
32
Revenue Policy
33
Revenue Policy
34
Revenue Policy
35
Revenue Policy
36
Importing Contingencies Via AutoInvoice

AR_INTERFACE_CONTS_ALL
Column Name
Description
INTERFACE_CONTINGENCY_ID
Unique Identifier
CONTINGENCY_ID
Contingency Identifier
EXPIRATION_DAYS
Number of days to be added to the

event attribute
EXPIRATION_DATE
Actual expiration date if there is no

event attribute
INTERFACE_LINE_ID,
Maps to RA_INTERFACE_LINES table
INTERFACE_LINE_CONTEXT,
data to identify the invoice
INTERFACE_LINE_ATTRIBUTE1..
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Main Revenue Contingency Tables

AR_DEFERRAL_REASONS Master table for contingencies
AR_DEFERRED_LINES_ALL Records amount information for each
invoice line
AR_LINE_CONTS_ALL Stores contingency information for each
invoice line
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AR_DEFERRAL_REASONS
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Column Name
Description
CONTINGENCY_ID
Unique Identifier
CONTINGENCY_NAME
Name of contingency
REVREC_EVENT_CODE
Removal Event
EXPIRATION_EVENT_CODE
Time based event attribute
EXPIRATION_DAYS
Days added to above attribute
POLICY_ATTACHED
Revenue Policy Attached
AR_DEFERRED_LINES_ALL
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Column Name
Description
CUSTOMER_TRX_LINE_ID
Invoice Line Identifier
CUSTOMER_TRX_ID
Invoice Identifier
AMOUNT_DUE_ORIGINAL
Original Amount of the line
AMOUNT_RECOGNIZED
Revenue Amount Recognized
AR_LINE_CONTS_ALL
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Column Name
Description
CUSTOMER_TRX_LINE_ID
Invoice Line Identifier
CONTINGENCY_ID
Contingency Identifier
EXPIRATION_EVENT_DATE
Event Attribute Date
EXPIRATION_DAYS
Days to be added to the event

attribute date
EXPIRATION_DATE
Date when contingency will expire
REASON_REMOVAL_DATE
Date when contingency is removed
Demonstration available
via the webcast
recording:
Demonstration
42
https://oracleaw.webex.com/oraclea
w/lsr.php?RCID=b998f9a1bfaaf332
483d14d4d4709a77
Summary
What we covered today
Overview of Event Based Revenue
Management
Revenue Contingency and
Revenue Policy setups
Contingency Data Model
Demonstration
43
Top Articles and Community Links

Understanding and Troubleshooting
Event-Based Revenue Management
(Doc ID 1130963.1)
Detailed Functional Flow of
Customer Acceptance feature in
Release 12 (Doc ID 863454.1)
44
Top Articles and Community Links

Continue the discussion! For follow up questions on topics
covered in this webcast, connect via this Receivables Community

thread: https://community.oracle.com/thread/3546517
Receivables Community:
https://communities.oracle.com/portal/server.pt/community/receivables/233
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Questions & Answers
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THANK YOU
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Appendix 1 Standard Revenue Contingencies
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Contingency Name
Contingency Removal Event
Cancellation
Contingency expiration date or expiration period
Customer Creditworthiness
Receipt Application
Delivery
Proof of Delivery
Doubtful Collectability
Receipt application
Explicit Acceptance
Customer acceptance
Extended Payment Term
Receipt application
Fiscal Funding Clause
Forfeitures
Impaired Loans
Receipt application
Installation
Customer acceptance
Leasing Doubtful Collectability
Receipt application
Pre-Billing Acceptance
Invoicing
Refund
Appendix 2 Useful Queries

select customer_trx_line_id
,amount_due_original
,acctd_amount_due_original
,amount_recognized
,acctd_amount_recognized
from ar_deferred_lines_all
where customer_trx_id = <customer_trx_id>;
select contingency_id
,contingency_name
,expiration_event_code
,expiration_days
from ar_deferral_reasons
where contingency_id = <contingency_id>;
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select contingency_id
,expiration_date
,expiration_days
,expiration_event_date
,reason_removal_date
from ar_line_conts_all
where customer_trx_line_id =
<customer_trx_line_id>;
57

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Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Oracle Advisor Webcast Program

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Upcoming E-Business Tax Webcast Series

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

1. 22-Apr-14: Prerequisites for Regime to Rate Flow Creation

Safe Harbor Statement

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Oracle Advisor Webcast

Understand Event Based Revenue Management

Revenue Contingencies webcast recording:

Continue the Discussion! To ask questions on Event Based

Revenue Management & Revenue Contingencies and to review the

Continue the Discussion link above.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Become familiar with Revenue

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Main Revenue Contingency Tables

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Event Based Revenue Management

Implemented using Revenue Policy and Revenue Contingencies

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

View/modify using Revenue Accounting form

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Key Revenue Contingencies

Contingency Removal Event

Contingency expiration date or expiration

Extended Payment Term

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Revenue Contingencies Setup

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Revenue Contingencies Setup

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Revenue Contingencies Setup

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Revenue Contingencies Setup

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Revenue Contingencies Setup

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Revenue Contingencies Setup

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Revenue Contingencies Assignment Rules

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Revenue Contingencies Assignment Rules

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Revenue Contingencies Assignment Rules

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Revenue Contingencies Assignment Rules

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Revenue Contingencies Assignment Rules

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Revenue Contingencies Assignment Rules

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Revenue Contingencies Assignment Rules

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Revenue Contingencies Assignment Rules

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Revenue Contingencies Assignment Rules

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Revenue Contingencies Assignment Rules

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Revenue Contingencies Assignment Rules