This chapter describes all of the lookup values and settings that are required for successful implementation of Oracle Channel Rebate and Point of Sales Management.
Lookups supply the content of many of the lists of values (LOVs) in the Oracle Channel Rebate and Point of Sales Management user interface. Most lookups are predefined (seeded in the application). The seeded values can be left as is, or you can customize them to fit your business needs. Lookup values make choosing information quick and easy, and ensure that users enter only valid data when using the application.
You can add new lookup values at any time. You can set the Enable flag for a value to No, so that the value no longer appears in the list of values, or you can use the start date and end date to control when a value appears in a list.
To create a new lookup type, add values to an existing lookup type, or prevent existing values from appearing in a lookup type, use the Application Utilities Lookups window. You must log out and log in again to see the effect of your changes.
To define a new lookup type and lookup value, log in to Oracle Trade Management with Oracle Trade Management Administrator responsibility. Click on Lookups under Setups.
• Global security group: Un-check to add lookup values specific to the security group/business group linked to your current responsibility. Existing lookup values are available to all business groups.
Tag: Leave blank.
To add a new value to an existing Lookup, query the lookup type to which you want to add a value, and complete the fields as required.
You cannot add values if the access level is System.
If you do not enter a start date, the new lookup is valid immediately. If you do not enter an end date, the new lookup is valid indefinitely.
The following table lists all of the channel rebate lookups for the user access level.
| Lookup Name/Code | Access Level | Values |
|---|---|---|
| Audit Retail Condition Display Attribute OZF_TP_RPP_DISPLAY | User | DUMP_BIN (Dump Bin) END_AISLE (End of Aisle) FLOORSTACK_SEC (Floorstack as secondary display) FULL_G_END (Full Gondola End) MIXED_G_END (Mixed Gondola End) STANDALONE_MIXED (Stand Alone, Mixed) STANDALONE_SINGLE (Stand Alone, Single) |
| Audit Retail Condition Feature Attribute OZF_TP_RPP_FEATURE | User | BANNERS (Banners) INSTORE_BUSSTOP (In-Store Bus Stop Signs) INSTORE_INST_REDEEM (In-Store Instantly Redeemable Coupon) LOYALTY_POINTS (Loyalty Points Offer) SHELF_TALKER (Shelf Talker) SHELF_TALKER_EXTRA (Shelf Talker "extra loyalty points") WINDOW_POSTER (Window Poster) |
| Comparison Types OZF_QUOTA_COMPAR_TYPE | User | CONSTANT PERCENT |
| Dynamic attributes for retail store conditions OZF_TP_DYNAMIC_ATTRIBUTES | User | CHR_ATTRIBUTE 1 through 15 NUM_ATTRIBUTE 1 THROUGH 15 DISPLAY FACING FEATURE PROMOTIONALPRICE RETAILPRICE |
| Forecast ROI Views OZF_ROI_VIEW |
User | FCST_ACTUALS_ROI (Actuals) FORECAST_ROI (Forecast) |
| Number Condition Operators OZF_NUM_CONDITION_OPERATORS | User | < <= = > >= BW1 (Between) |
| Denorm Querys For OZF_DENORM_QUERY_FOR | User | ELIG PROD |
| Lumpsum Offer Distribution Type OZF_LUMPSUM_DISTRIBUTION_TYPE | User | AMT % QTY |
| Lumpsum Offer Customer Type OZF_OFFER_LUMP_CUST_TYPES | User | BUYER CUSTOMER |
| Tier Type Offer OZF_OFFER_TIER_TYPE | User | PBH DIS |
| Trade Planning Account Type OZF_TP_ACCOUNT_TYPES | User | BILL_TO PARTY SHIP_TO |
| Trade Planning Activity Type OZF_TP_ACTIVITY_TYPES | User | CSCH ALL OFFR |
| Trade Planning Product Level OZF_TP_PRODUCT_LEVEL | User | PRICING_ATTRIBUTE2 PRICING_ATTRIBUTE1 |
| Trade Planning Time Spread OZF_TP_TIME_SPREAD | User | 1 (Day) 32 (Month) 64 (Quarter) 16 (Week) 128 (Year) |
| Volume Offer Type OZF_VOLUME_OFFER_TYPE | User | ACCRUAL OFF_INVOICE |
| Offer Performance Trade Medium Type OZF_PERF_TRADE_MEDIUM | User | VOLPERF (Volume Performance) |
| Order Management Transaction Type For Net Accrual Rules OZF_NA_OM_TXN_TYPE | User | OM_TXN (Order Management Transaction) |
| Price List Statuses OZF_PRICELIST_STATUS | User | ACTIVE CANCELLED DRAFT REJECTED PENDING |
| Quota Alert Types OZF_QUOTA_ALERT_TYPE | User | ACCEPTABLE UNACCEPTABLE WARNING |
| Quota Base Lines OZF_QUOTA_BASE_LINE | User | LYSP_SALES (Last Year Same Period Sales) MONTHLY_QUOTA PRIOR YEAR SALES QUARTERLY_QUOTA YEARLY_QUOTA |
| Quota Value Limits OZF_QUOTA_VALUE_LIMIT | User | BACK_ORDERS MTD (Month-to-Day Sales) OUTSTANDING_ORDERS QTD YTD |
| Trade Management Transaction Type For Net Accrual Rules OZF_NA_TM_TXN_TYPE | User | OFFR (Offer) |
| UnEarned Payments for Offers OZF_UNEARNED_PAY_ALLOW_TO | User | ALLOW_ALL (Allow for All) ALLOW_SELECTED (Allow for Selected) |
| UnEearned Payments for Offers lookup in Trade Profile OZF_UNEARNED_PAY_ALLOW_TO_TP | User | ALLOW DISALLOW |
| Under Write-off Threshold lookup OZF_UNDER_WRITEOFF_THRESHOLD | User | OVER UNDER |
| Utilization Type OZF_UTILIZATION_TYPE | User | ACCRUAL (Accrual) ADJUSTMENT(Adjustment) REQUEST (Budget Request ) TRANSFER (Budget) CHARGEBACK (Chargeback) LEAD_ACCRUAL (Lead Referral Accrua) LEAD_ADJUSTMENT (Lead Referral Adjustment) SALES_ACCRUAL (Sales Accrual) UTILIZED (Utilized) |
| Volume Offer Accrue to OZF_VO_ACCRUE_TO | User | ACCOUNT DISTRIBUTOR |
The following table lists all of the channel rebate lookups for the extensible access level.
| Lookup Name/Code | Key | Values |
|---|---|---|
| Budget Adjustment Types OZF_ADJUSTMENT_TYPE | Extensible | DECREASE_COMMITTED (Decrease Committed Amount Decrease ) DECREASE_COMM_EARNED (Decrease Committed and Earned Amounts) DECREASE_EARNED (Decrease Earned Amount ) DECREASE_PAID (Decrease Paid Amount) INCREASE_COMM_EARNED (Increase Committed and Earned Amounts) INCREASE_COMMITTED (Increase Commitment) STANDARD (Increase Earned Amount) INCREASE_PAID (Increase Paid Amount) |
| Budget Threshold Value Limits OZF_VALUE_LIMIT |
Extensible | BALANCE (Budget Balance) COMMITTED (Budget committed for the Activities) EARNED (Budget Earned) PAID (Budget Paid) PLANNED (Activities Planned against the Budget) RECOMMITTED (Re-calculated committed) UTILIZED (Budget Utilized) |
| Code Conversion Types OZF_CODE_CONVERSION_TYPE | Extensible | OZF_AGREEMENT_CODES (Agreement) OZF_PARTY_CODES (Party) OZF_PARTY_SITE_CODES (Party Site) OZF_PRODUCT_CODES (Product) OZF_REASON_CODES (Reason) OZF_UOM_CODES (UOM) |
| Dispute Code OZF_RESALE_DISPUTE_TYPE | Extensible | EXP (Contract expired) MEM (Customer is not a current member of group) DUP (Duplicate rebate submission) DLR (Incorrect Partner acquisition cost used to calculate rebate) REBPR (Incorrect rebate price used to calculate rebate) INVLD (Invalid Line) NOCON (No contract found) OTHER (Other) PROD (Product is not on contract) EXT (Rebate amount calculation error) |
| Followup Action Code OZF_FOLLOWUP_ACTION_CODE | Extensible | S (Do not Resubmit; Inquiry initiated to Third Party) C (Please Correct and Resubmit) X (Please Wait 10 Days and Resubmit) W (Please Wait 30 Days and Resubmit ) R (Resubmission Allowed) N (Resubmission Not Allowed) D (Resubmit Entire Claim) E (Resubmit this item only) |
| Formula Entry Operators OZF_FORMULA_OPERATOR | Extensible | DIVIDE MINUS MULTIPLY PERCENT PLUS |
| Formula Entry Type OZF_FORMULA_ENT_TYPE | Extensible | CALCULATION CONSTANT METRIC |
| Formula Type OZF_FORMULA_TYPE | Extensible | ALLOCATION (Allocation calculation) HOLDBACK (Hold Back calculation) |
| Lumpsum payment type OZF_OFFER_LUMPSUM_PAYMENT | Extensible | ACCRUE (Accrue) CHECK (Issue Check) |
| OZF: Customized Object Class OZF_CUSTOMIZED_OBJECT_CLASS | Extensible | CB (Chargeback) CM (Credit Memo) DM (Debit Memo) INVOICE (Invoice) ORDER (Order) PCHO (Purchase Order) WRITE_OFF (Write Off) |
| OZF: Baseline Sales and Promotional Lift Data Source OZF_BASELINE_DATA_SOURCE | Extensible | ACN (ACN Syndicated Data) IRI (IRI Syndicated Data) |
| OZF: Trade Deal Date qualifiers OZF_OFFER_DATE_QUALIFIER | Extensible | QUALIFIER_ATTRIBUTE1 (Order Date) QUALIFIER_ATTRIBUTE17 (Request Date) QUALIFIER_ATTRIBUTE8 (Shipped Date) |
| OZF_RESALE_DISPUTE_CODE OZF_RESALE_DISPUTE_CODE | Extensible | OZF_UOM_CODE_MAP_MISS (Code Conversion Mapping is not defined for this UOM) OZF_CURRENCY_MISMATCH (Agreement Price and Selling Price must be same) OZF_INVALID_AGREEMENT_TYPE (Agreement Type must be Special Price or Price List) OZF_TP_ADJ_NOTFOUND (Agreement is Missing) OZF_AGREEMENT_MISS (Agreement is Null) OZF_CLAIM_CUST_ID_MISSING (Bill To Customer ID is Missing) OZF_BILL_TO_ACCT_NULL (Bill To Customer does not have an Account) OZF_CLAIM_CUST_NM_MISS (Bill to Customer Name is Missing) OZF_BILL_TO_PARTY_NAME_NULL (Bill to Party Name is Missing) OZF_AMT_NOT_MATCH (Calculated amount does not match claimed amount) OZF_RESALE_AGRM_OFF_OFF_INV (Cannot claim an agreement based on an off invoice offer) OZF_RESALE_AGRM_LINE_WNG (Cannot find an agreement line matching the request OZF_RESALE_AGRM_OFF_NULL (Cannot find offer based on the agreement) OZF_RESALE_CLAIM_AMT_MISS (Claimed Amount is Missing) OZF_LT_INVT (Claimed quantity is less than what has been bought) OZF_AGREEMENT_CODE_MAP_MISS (Code Conversion Mapping is not defined for this agreement) (OZF_PRODUCT_CODE_MAP_MISS (Code Conversion Mapping is not defined for this product) OZF_RESALE_AGRM_CURRENCY_WNG (Currency of the order and agreement do not match.) OZF_CLAIM_CUST_NOT_IN_DB (Customer is invalid) OZF_DATE_ORDERED_NOT_IN_RANGE (Date Ordered is not between Batch Start Date and End Date) OZF_RESALE_AGRM_END_CUST_WNG (End Customer does not match that of agreement) OZF_GET_ORDER_PRIC_ERR (Error happened during get order price) OZF_PROC_PRIC_RESLT_ERR (Error happened during process order) OZF_CURR_CONV_ERROR (Error in Currency Conversion) OZF_RESALE_PRICE_ERROR (Error in Getting Product Price) OZF_BILL_TO_VAL_ERROR (Error in Validating Bill To Customer) OZF_END_CUST_VAL_ERROR (Error in Validating End Customer) OZF_SHIP_FROM_VAL_ERROR (Error in Validating Ship From Customer) OZF_SHIP_TO_VAL_ERROR (Error in Validating Ship To Customer) OZF_SOLD_FROM_VAL_ERROR (Error in Validating Sold From Customer) OZF_DQM_PROCESS_ERROR (Error in running DQM Process) OZF_ORDER_TYPE_ID_NULL (ID for Order Type is Missing) I OZF_RESALE_PRODUCT_ID_MISS (ID for Product is missing) OZF_RESALE_AGRM_WNG (Incorrect agreement) OZF_INVALID_AGREEMENT (Invalid Agreement) OZF_CLAIM_BILL_TO_ST_WRNG (Invalid Bill To Site) OZF_RESALE_WRNG_ORD_CGRY (Invalid Order Category) OZF_WRNG_ORDER_TYPE (Invalid Order Type) OZF_INVLD_MVMT_TYPE (Invalid Product Transfer Movement Type) OZF_RESALE_WRNG_TRANSFER_TYPE (Invalid Resale Transfer Type ) _SHIP_FROM_ACC_INVALID (Invalid Ship From Customer Account Information) OZF_CLAIM_SHIP_TO_ST_WRNG (Invalid Ship To Site) OZF_SOLD_FROM_ACC_INVALID (Invalid Sold From Customer Account Information) OZF_RESALE_PRODUCT_NOT_IN_DB (Inventory Item is Invalid) OZF_INVOICE_NUMBER_NULL (Invoice Number is Missing) OZF_DATE_INVOICED_NULL (Invoiced Date is Missing) OZF_DUPLICATED_LINE (Line is Duplicated) OZF_RESALE_DUP (Line is Duplicated) OZF_RESALE_NON_TRC (Non- tracing data found in this batch) OZF_RESALE_ORDTYPE_NOT_IN_DB (Order Type is Invalid) OZF_RESALE_ORD_DATE_MISS (Order date is missing) OZF_ORD_DATE_LT_START(Order is made earlier than Report Start Date) OZF_ORD_DATE_GT_END (Order is made later than the Report End Date) OZF_RESALE_ORD_NUM_MISS (Order number is missing OZF_RESALE_ORIG_QUAN_MISS (Original Quantity is Missing) OZF_RESALE_ORIG_UOM_MISS Original UOM is Missing) OZF_RESALE_PRICE_NOT_IN_DB (Price List is Invalid) OZF_MOVEMENT_TYPE_NULL (Product Transfer Movement Type is Missing) OZF_CURRENCY_UNSUPPORTED (Purchase Price and Selling Price are not the same) OZF_RESALE_PUR_PRICE_MISSING (Purchase Price is missing) OZF_RESALE_AGRM_QUN_GT_MAX (Requested quantity greater than max quantity) OZF_RESALE_AGRM_QUN_LT_MIN (Requested quantity less than minimum quantity) OZF_SALES_TRANS_MISS (Required field(s) is missing for inventory tracking.) OZF_NO_CONTACT_DQM_RULE (Resale DQM Contact Rule profile must be set with a valid rule) OZF_NO_PARTY_DQM_RULE (Resale DQM Party Rule profile must be set with a valid rule) OZF_NO_SITE_DQM_RULE (Resale DQM Site Rule profile must be set with a valid rule) OZF_RESALE_AGRM_RESELL_WNG (Reseller does not match that of agreement) OZF_RESALE_SELL_PRICE_NULL (Selling Price is Missing) OZF_SHIP_FROM_ACCOUNT_NULL (Ship From Customer does not have an Account) OZF_RESALE_SHIP_FROM_MISS Ship (From Party ID is missing ) OZF_SHIP_TO_ACCT_NULL (Ship to Customer does not have an Account) OZF_SHIP_TO_PARTY_NAME_NULL (Ship to Party Name is Missing) OZF_SOLD_FROM_ACCOUNT_NULL (Sold From Customer does not have an Account) OZF_RESALE_SOLD_FROM_MISS (Sold From Party ID is missing) OZF_RESALE_AGRM_RANG_WNG (The order is not qualified for the agreement) OZF_SPP_NO_UOM_CONV_CURR (UOM does not match the current quantity UOM) OZF_SPP_NO_UOM_CONV_MAX (UOM does not match the max quantity UOM) OZF_SPP_NO_UOM_CONV_MIN (UOM does not match the minimum quantity UOM) OZF_RESALE_UOM_MISS (UOM is Missing) OZF_RESALE_UOM_NOT_IN_DB (Unit of Measure is Invalid) OZF_RESALE_AGR_TYPE_WNG (Wrong Agreement type for Special Pricing Process) |
| Performance Unit OZF_PERFORMANCE_UOM | Extensible | Amount Number |
| Period View OZF_FCAST_PERIOD_VIEW | Extensible | Period Quarter Year |
| Special Pricing Request Decline Code OZF_SP_REQUEST_DECLINE_CODE | Extensible | CANNOT_MEET (Cannot Meet Discount Requested) |
| Special Pricing Request Outcome OZF_SP_REQUEST_OUTCOME | Extensible | IN_PROGRESS LOST WON |
| UOM OZF_FCAST_UOM |
Extensible | CS EA USD |
| Lookup Name and Code | Access Level | Values and Meaning |
The following table lists all of the point of sales lookups for the user access level.
| Lookup Name/Code | Access Level | Values |
|---|---|---|
| Chargeback Source Code OZF_CHARGEBACK_SOURCE | User | No Lookup Codes Defined |
| Fund Request Status OZF_FUND_REQUEST_STATUS | User | APPROVED PENDING REJECTED |
| Number Condition Operators OZF_NUM_CONDITION_OPERATORS | User | < <= = > >= BW1 (Between) |
| Denorm Querys For OZF_DENORM_QUERY_FOR | User | ELIG PROD |
| Partner Funds Decline Code OZF_SF_DECLINE_CODEF | User | COLLATERAL (Collateral Did Not Meet Criteria) DUPLICATE (Duplicate Request) INVALID Invalid Request) |
| Partner Funds Return Code OZF_SF_RETURN_CODE | User | COLLATER (Collateral Submission) OTHER MISS_INFO (Request Missing Information) |
| Performance Objectives OZF_PARTNER_PERFORMANCE | User | LEAD (Enter the number of expected leads generated from the activity ) PROSPECT (Enter the approx number of Prospects expected) QUERY (Approx number of Queries REVENUE (Revenues Enter the total revenue expected) |
| Sales Credit Types for System Parameter OZF_SALES_CREDIT_TYPE | User | DEFAULT_SALES_REP NO_SALES_CREDIT |
| XTD Values OZF_XTD_VALUES |
User | MTD (Month-to-Date) QTD (Quarter-to-Date) YTD (Year-to-Date) |
The following table lists all of the point of sales lookups for the extensible access level.
| Lookup Name/Code | Key | Values |
|---|---|---|
| Performance Unit OZF_PERFORMANCE_UOM | Extensible | Amount Number |
| Period View OZF_FCAST_PERIOD_VIEW | Extensible | Period Quarter Year |
| Special Pricing Request Decline Code OZF_SP_REQUEST_DECLINE_CODE | Extensible | CANNOT_MEET (Cannot Meet Discount Requested) |
| Special Pricing Request Outcome OZF_SP_REQUEST_OUTCOME | Extensible | IN_PROGRESS LOST WON |
| Lookup Name and Code | Access Level | Values and Meaning |