Service Contracts Import Scope and Limitations

Scope / Possibility :-

• Bulk import all types of Service contracts (Service / Warranty and Extended Warranty / Subscription / Usage Contracts)
• Import all type of covered levels (Service / Warranty / Extended Warranty / Subscription / Usage)
• Import contracts in different status types (Entered, Canceled, Signed, Active, Expired)
• Import of Sales Person, Contract Administrator at the header level.
• Import of customer Billing contact at line level.
• Ability to associate a contract with contract group
• Import of sales credits for the contract header.
• Import of only Fully billed of Fully Unbilled contracts.
• Import of Standard coverage possible.
• Instantiation of counters for imported contracts
• Import only Intangible Subscription contracts.
• Import of header Notes is possible.

Out of Scope / Limitations :-

• Import of contracts in the status (Terminated, QA Hold).
• Contract versions will not be imported.
• Contract Auto-numbering is supported.
• Importing sales credits at the line level is not possible.
• Import of attachments is not possible.
• Importing contracts to multiple groups is not possible.
• Imported contracts can have a maximum of 3 billing streams.
• Partially billed contracts cannot be imported.
• The fully billed imported contracts will not have any billing details (no invoice information).
• Import of customized coverage is not possible.
• Import of Fulfillment schedules for tangible subscription is not possible.
• Import of manual price adjustments is not possible
• Tax calls will not be made. Tax information should be specified in the interface table
• Defaulting the attributes from the contract template is not possible
• Importing lines /sublines to existing service contracts is not possible.
• Defaulting the Contract group, QA checklist, Approval Work flow from the GCD while importing is not possible.
• Import of contracts with Sales Order details is not possible.
• Importing Service contracts with Credit cards is not possible.
• No flex fields will be imported
• Billing of new lines/Sublines added to the fully billed contract is not possible.
• Credit upon termination of fully billed contracts is not possible, because of the lack of billing information.

High Level Process :-

• Populate interface tables. Apart from the relevant columns that contain contract information, populate a unique batch id  in the batch_id column.
• Run Service Contracts Import program with batch id, mode, number of workers, commit size as input.
• Run the program in Validate only mode .
• Review the output/log file which summarize the successful and failed records.
• Re-run the Program in Import Mode to get the data into the base tables
• Review the imported contract in the Authoring Form.
• Validate the contract by running QA Check.
• Run the Service Contracts import Purge Program to purge the Successful records.

Following document provides detailed architecture of Service Contract Import Program :- Detailed Architecture of Service Contract Import Program.

Reference :- Oracle Support Doc ID 1057242.1