customer acceptance

8/2/2019 Customer Acceptance

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1.Enable Fulfillment Acceptance = "Yes"2.Revenue Management Super User -> Revenue Contingencies/ Contigencies Definition#Create Revenue Contingency = PreBill-Implicit*Related General Policy = NONE*Removal Event = Invoicing*Event Attribute = Ship Confirm Date*Days Added to Event Attribute = 2# Define Assignment Rules = PreBill-Implicit Rule*Revenue Contingency = PreBill-Implicit*Parameter: Bill to Customer in Business WorldThen I go back OM to create a new order under Business World. However, i cant see any rule applied on myorder. I even restrict the Parameter on items, it still dosent work.

Customer Acceptance (Oracle Apps Release12 Feature).Customer Acceptance is new feature introduced in Oracle Application Release 12.Customers in

some industries have need to defer invoicing and/or revenue recognition for shipped goods until the

customer receives the shipment and formally accepts the material.

In Oracle R12 Customer acceptance/rejection can be captured from customers, customer service

representatives, or from an external system.

Customers can perform the acceptance in following manners.

1. Log into the self-service Order Information portal.2. Import customer acceptance/rejection from an external system with Order Import/Process Order

API.3. Record Acceptance /Rejection from Sales Order Form.

Oracle Order Management supports only full acceptance or total rejection for each outbound order line.One can set the number of days for implicit acceptance, after the product has been shipped.

A New System parameter Enable Fulfillment Acceptance has been introduced in R12 at Operating

Unit level for this Purpose. Once this parameter is enabled, the Accounts Receivables API is called to

invoke the rules engine to validate customer acceptance on every order line.

The basic business need is to defer invoicing and/or revenue recognition for the shipped goods till the

customer receives the shipment and accepts the material.

Customer Acceptance functionality offers

1. Pre Billing and Post Billing Acceptance

2. Explicit and Implicit Acceptance.

3. It is either Full Acceptance or full rejection, as of now it doesnt support Partial Acceptance.

4. It support ATP/PTO/KIT/Service & Standard item. Acceptance defined at the parent level (Model) only,and child will inherit that from parent (e.g. ATO/PTO Model).

As of now Oracle in not support Acceptance in RMA Orders.

Setup for Customer Acceptance:

1.Customer acceptance can be enabled at Operating Unit level through OM systemParameter: Enable

Fulfillment Acceptance Y/N.


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2.We need to enable function security for a given responsibility for the following two

Functions:

a. Sales Orders:Fulfillment Acceptance This ensures that the action attribute Fulfillment Acceptance is

available in the Actions LOV.

b. Sales Orders:Update Acceptance Attributes This allows for updating the acceptance attributes of

Acceptance Name and Acceptance Expire days.These are attached to the sales order menu ONT_

Sales_Order.

3.Define Deferral Reason for Pre Billing AcceptanceDefine 'Deferral reason' under Receivables Revenue Management set upNavigation: Revenue Management Super User -> Contingency Search / Definition ->it launches an HTML page.

Define assignment rules to assign the deferral reason to customer, site, item, etc.
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a. For defining a Pre-billing Acceptance, use the deferral reason removal event asInvoicing.

b. For defining a Post-billing Acceptance, use the deferral reason removal event asCustomer

Acceptance.

c. For defining an Implicit Acceptance, we need to define the Optional time attributesEvent Attributeand Days added to Event attribute.

As shown above please note that Order Management supports Ship Confirm Date as only eventattribute for the current release.The Days added to Event Attribute gets defaulted as Acceptance Expire days inSales Order Line.

Note: The deferral reason defined in AR's Revenue Management setup page is actually used as

Acceptance Name in Order Management
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Enable Folder fields for Customer Acceptance in Sales Order Form as well as Quick Sales Order Form.

The Invoice Interface Workflow sub process handles sending interface data to Oracle Receivable forinvoice and credit memo creation.It us ysed to handle pre-billing Customer acceptance. If an order linerequires pre-billing Customer Acceptance, this sub-process will prevent the order line from beinginterfaced to Receivables.

Pre-Billing Acceptance

Sales Order Line in Pending Pre-billing Acceptance.

Record Acceptance explicit or implicit .

Line status moves to closed and line gets interfaced to AR.

Invoice generation and Revenue Recognition happen subsequently.

Post-Billing Acceptance

Sales Order Line in Pending Post-billing Acceptance .

Invoice generation .

Record Acceptance explicit or implicit.

Line status moves to closed .

Revenue Recognition happens once acceptance is completed .

Explicit Acceptance:

1. Acceptance through Order Information Portal, click on Sales Order ActionsFulfillment Acceptance

from Header or Lines.

2. Through Order Import.

Implicit Acceptance:
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1. Deferral reason has to be defined in AR with event attribute as Ship Confirm date and expiration days.

2. An Implicit Acceptance Request set that records Implicit Acceptance consists of the following

concurrent programs:

Generate Pre-billing Acceptance Program for Pre-billing, Implicit Acceptance

Revenue Contingency Analyzer for Post-billing, Implicit Acceptance

Process Flow (Explicit Acceptance).

1.Enter orders that need to be accepted by the customer and this acceptance is to be Recorded by the

Customer Sales Representative.

2.View/update Acceptance fields on the order line. The Others tab of the sales orders line displays the

folder enabled Acceptance fields.

3.Sales Order Acknowledgment Report prints Acceptance Required.

4.Ship Confirm the items mview the line status 'Pending Pre-Billing / Pending Post-Billing Acceptance'.

5.Perform Acceptance/Rejection.(Below is Example of Pre-Billing Explicit Acceptance).
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6.View Acceptance Details in Sales Orders line.

Process Flow (ONLY Screen short) of Implicit Acceptance
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customer acceptance

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