Reference Information for Contracts and Performance Obligations Identification Rules

What is Reference Information?

Reference Information for Contracts and Performance Obligations can be used to populate important information from other systems (such as EBS, non-Oracle systems or other Fusion Cloud applications), into an extensible attribute. It can be the quote number, a Purchase Order number or any other information that may help end-users search for contracts.

Both Contract Identification Rules and Performance Obligation Identification Rules can use Reference information as shown below:

This is Reference information can then be used as a search criteria from the Revenue Management work area. Click on the Tasks icon, and from there, you go to "Manage Customer Contracts". There is a field named "Reference" where you can use to search for the said contract. If you copied that particular data point as a reference, then your users can use that to find specific contracts.

Note that the field might be hidden from the Basic View. Follow the steps below to display the field.

1. Click on the Advanced Button:

2. Click on the Add Fields Button:

3. Click on the "Reference" selection to display the field

4. The field "Reference" can then be used to search for transactions

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