Cloud Readiness / Oracle B2B Service Center Cloud
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  1. Update 22A
  1. Revision History
  2. Overview
  3. Feature Summary
  4. B2B Service Center
    1. Service Request Management
        1. Personalize Notification Preferences for Custom Objects
        2. Add Links to Third Party Applications from Service Request Messages
        3. Drive Service Request Milestones Using Additional Covered Levels
    2. Omnichannel Framework
        1. Define Screen Pop Configuration by Copying Rules, Pages, and Filters
    3. Work Order Management
        1. Define Data Security Policies for Work Orders Based on Access Groups

Update 22A

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Product Feature Notes
06 JAN 2022     Created initial document.

Overview

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DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.

Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Feature Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Customer Must Take Action before Use by End Users
(Feature Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

B2B Service Center

Service Request Management

Personalize Notification Preferences for Custom Objects

Add Links to Third Party Applications from Service Request Messages

Drive Service Request Milestones Using Additional Covered Levels

Omnichannel Framework

Define Screen Pop Configuration by Copying Rules, Pages, and Filters

Work Order Management

Define Data Security Policies for Work Orders Based on Access Groups

B2B Service Center

Service Request Management

Personalize Notification Preferences for Custom Objects

You can personalize your notifications for custom objects. For notifications that are sent by Notification Preferences Manager, you can select your preferred delivery channel and disable notifications that you don’t want to receive.

Users can now personalize notifications that are triggered against custom objects. This feature lets users define which channels they want to receive their notifications on, and disable the notifications that they determine to be of no use to them.

Steps to Enable

For a user to personalize notifications that are triggered against a custom object, the custom object must be already defined within Application Composer. In addition, notifications must already be defined against this custom object using Notification Preference Manager. These steps are typically performed by an Administrator or Business Manager.  

Key Resources

Role Information

Standard users can use notification personalization. Administrators and Business Managers can set up and configure this feature.

Add Links to Third Party Applications from Service Request Messages

You can provide dynamic links to third party applications within the service request message content. The user can drill down directly from dynamic links in a service request message into specific records in non-Fusion applications.

By adding dynamic links to third party applications into service request messages, you can drill in to related records directly from service request messages.

Steps to Enable

In the Setup and Maintenance work area, go to the following:

  • Offering: Service
  • Functional Area: Productivity tools
  • Task: Manage Manage Dynamic Links

Configure the third party link.

Key Resources

Role Information

Administrator setup is required.

Drive Service Request Milestones Using Additional Covered Levels

Use new subscription covered levels for party, location, product group, and asset group to drive milestone creation and due dates. Companies that require more flexible terms for contract coverage can now match the account or contact of a service request, and the location or asset group of the installed base asset, to newly supported covered levels on subscription contracts. In addition, the product group hierarchy can also be supported so that if the product of the asset, or the product or product group on the service request, rolls up to a covered product group on a subscription contract, those coverages will also apply.

Companies that require more flexible terms for contract coverage have numerous additional options to drive entitlements.

Steps to Enable

  1. Promote algorithm.
  2. Redo configuration changes pertaining to custom milestones.
  3. Set EnableManualPricedCoveredLevel if customers need hierarchy match for product groups.

Tips And Considerations

Before promoting algorithm, take note of the changes made for custom milestones as you will need to re-apply to the new algorithm.

Key Resources

Role Information

  • Service Administrator

Omnichannel Framework

Define Screen Pop Configuration by Copying Rules, Pages, and Filters

Define screen pop configuration by copying the ready-to-use rules, pages, and lookup filters that are provided on the Manage Screen Pop Configuration page, and then edit them to suit your business needs. You can't directly edit the ready-to-use rules, pages, and filters that are supplied in the Manage Screen Pop Configuration page.

The ready-to-use screen pop configuration rules are made read-only, so that you can revert to the default values whenever needed. You can copy the default values and customize them according to your requirement, without impacting the default (baseline) values.

Steps to Enable

  1. As an Administrator, navigate to the Manage Screen Pop Configuration page in the Setup and Maintenance work area. 
  2. Use the read only configuration rules as a template to define your own configuration rules. 
  3. Select the configuration rule that you would like to use as a baseline, and use the new copy feature to create a new rule which you can then modify to meet your business needs.

Tips And Considerations

If you modified any ready-to-use rules, pages, and lookup filters under the Manage Screen Pop Configuration page previously, they will also appear as read-only. If you need to modify these settings, you can duplicate the existing configuration and set it to Active. You will also need to set the existing configuration to Inactive.

Key Resources

Role Information

  • Administrator

Work Order Management

Define Data Security Policies for Work Orders Based on Access Groups

You can define access-group-based data security policies on work orders. You can also define additional data security policies based on access groups. The predefined data security policies will continue to be available.

Access groups are an alternative way of granting data permissions to users as compared to the SQL-based data security policies. Instead of creating security policies using SQL, you can use object-sharing rules in Sales and Service Access Management UI to define your visibility criteria.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Customers wanting to create new data security policies can follow the access group documentation setup data security policies. If you are replacing existing SQL based data security policies with access groups then remember to end date your SQL based data security policies.

Key Resources

Role Information

Customer Relationship Management Application Administrator or Sales Administrator