Understand Event Based Revenue MGT & Contingencies 4-16-14 PDF

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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.

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

Key Revenue Contingencies
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






Revenue Contingencies – Assignment Rules
Revenue Management Super User > Revenue Contingencies > Assignment Rules

Revenue Management Super User > Revenue Contingencies > Assignment Rules











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

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

Revenue Policy
Revenue Management Super User > Revenue Policy

Revenue Policy

Revenue Policy

Revenue Policy

Revenue Policy

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..

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

AR_DEFERRAL_REASONS

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

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

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:
https://oracleaw.webex.com/oraclea
Demonstration 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

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)

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
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https://communities.oracle.com/portal/server.pt/community/receivables/233

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Appendix 1 – Standard Revenue Contingencies
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 Contingency expiration date or expiration period
Forfeitures Contingency expiration date or expiration period
Impaired Loans Receipt application
Installation Customer acceptance
Leasing Doubtful Collectability Receipt application
Pre-Billing Acceptance Invoicing
Refund Contingency expiration date or expiration period

Appendix 2 – Useful Queries
select customer_trx_line_id select contingency_id
,amount_due_original ,expiration_date
,acctd_amount_due_original ,expiration_days
,amount_recognized ,expiration_event_date
,acctd_amount_recognized ,reason_removal_date
from ar_deferred_lines_all from ar_line_conts_all
where customer_trx_id = <customer_trx_id>; where customer_trx_line_id =
<customer_trx_line_id>;
select contingency_id
,contingency_name
,expiration_event_code
,expiration_days
from ar_deferral_reasons
where contingency_id = <contingency_id>;


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

Oracle Advisor Webcast Program

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

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

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

Satya Kamalapuram, Principal Software

 Continue the Discussion! To ask questions on Event Based

 Note: The link to download the presentation PDF is included in the

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

 Gain an understanding of Event

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

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

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

Delivery Proof of Delivery

Explicit Acceptance Customer acceptance

Extended Payment Term Receipt application

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

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Column Name Description

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 AR_DEFERRED_LINES_ALL – Records amount information for each

 AR_LINE_CONTS_ALL – Stores contingency information for each

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Column Name Description

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Column Name Description

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Column Name Description

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 Overview of Event Based Revenue

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 Understanding and Troubleshooting

 Detailed Functional Flow of

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 From Doc ID 740966.1