Service Contract Creation Technical Process

Mandatory setups for creating a contract

1. Customer should exist with bill to info

2.  Sales person should exit

3.  Price list should be defined

4.  Invoice and Payment terms should be defined

5.  Item should be defined and configured as service item

6.  QA check process

Technical Components Service Contract Update Process:

1.  Create CSV file with required columns (Work with user and get the required columns which business users thinks to update)

2.  After finalizing all the required columns create a staging table in Custom schema

3   Provide grant access to the staging table

4.  Make a note to provide custom table access in PROD at user level or developer group level

5.  Work with functional person and get the sample data in to CSV file

6.   Create a control file and load the data in to staging table

7.   Create a package which involves below components

a.     Create a function/procedure to create unique batch Id for every load.

b.     Create a function which Terminates at contract sub-line level, contract line level and     complete contract

c.    Create a function which can delete a contract

d.     Create a main procedure which can have complete validations and below API calls

                                                               i  .      Header API

                                                               ii .      Lines API

                                                               iii.      Sublines API

                                                               iv.      Billing API

                                                               v .      And Can use for calling all the functions and procedure according to the requirement which was created

e.   Create a function which can perform QA check

f.    Create a procedure to delete staging table data which has batch_id, contract number and creation date as parameters

g.   Create a procedure write_log for printing log messages in fnd_log_messages.

8.   Create concurrent programs

a.   Request Set

                                                               i.      EXT Service Contract Request set

b.  Concurrent Programs

                                                               i  .      EXT Upload for Service Contracts Creation

                                                               ii .      EXT Get Batch Id for Service Contracts

                                                               iii.      EXT Process Service Contracts Creation

                                                               iv.      EXT Delete Staging Table Data for Update Service Contract

9.   Once all the above code development is done make sure to do some negative testing to avoid errors and rework.