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Oracle Channel Revenue Management Implementation and Administration Guide
Release 12.1
Part Number E16300-02
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Oracle Channel Revenue Management Implementation and Administration Guide

Contents

Title and Copyright Information

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Preface

Introduction

The Channel Revenue Management Suite
      Channel Rebate and Point-of-Sale Management
      Supplier Ship and Debit
      Price Protection
      Accounts Receivable Deductions Settlement
Mapping Out the Order to Cash Process
      Identifying Users
      Determining Which Products to Implement
Testing Out a Basic Business Flow

Integration with Oracle E-Business Suite

Overview
Integrations Dependencies and Prerequisites
      Mandatory Dependencies
      Optional Dependencies
Flexfields
Setting Up Oracle Human Resources
      Determining the HRMS Navigation Path
      Creating Business Groups
      Creating Organizations
      Assigning the Security Profile
      Adding a Legal Entity and Operating Unit
      Creating A Business Unit
      Assigning Multi-Org Responsibilities
Integrating with General Ledger via Subledger Accounting
      Setting System Profile Options
      Setting Up The Subledger Accounting Method (SLAM)
      Running Concurrent Programs
      Setting Up General Ledger Accounts
      Verifying General Ledger Periods
      Verifying Sequence Assignment
      Setting System Parameters
      Setting Up Currency Conversion
      Creating a Ledger
Integrating Oracle Receivables
      Setting System Profile Options
      Setting Up Defaults for Claims
      Creating Transaction Types
      Verifying Transaction Type Creation
      Creating a Transaction Source for Claim-related Credit and Debit Memos
      Creating and Verifying Aging Buckets for Claims and Deductions
      Attaching Oracle Channel Revenue Management Requests
      Setting Up Receivable Activity
      Verifying Receivables System Options
      Using Flexfields
      Setting Up the Write-Off Limit
      Mapping Invoice Reasons
      Mapping Credit Memo Reasons
      Procedure for Mapping Invoice Reasons
      Auto Invoicing Grouping Rule
Integrating Oracle Payables
      Creating a Source for Invoices
      Verifying Payment Terms
      Verifying Payables System Options
      Setting Up Vendors and Vendor Sites
Integrating Advanced Pricing
      Setting the QP: Source System Code Profile
      Setting Profile Options for Oracle Channel Rebate and Point-of-Sale Management
      Setting Promotional Limits
      Using Pricing Formulas
Setting Up Oracle Order Management
      Setting Up Transaction Types
Integrating Oracle Inventory
Oracle E-Business Tax Engine
      Tax Classification Codes
      Oracle E-Business Tax Error Messages

Implementing Channel Revenue Management

Overview
Enabling Multiple Organization Access
      Understanding Multi-Org Needs
      Setting the Multiple Organizations Profile
      How Oracle Channel Revenue Management Uses Operating Units
Setting Up the Time Structure
      Setting Profile Options
      Updating the Time Structure
Setting up Calendars and Rates
      Setting Up the Accounting Calendar
      Setting Up a Calendar Type
      Setting Up the Calendar
      Assigning Usage to a Resource Group
      Configuring User Profiles
      Selecting Calendar Display Parameters
      Updating Calendar Display
      Setting Up Period Rates
      Setting Up GL Daily Rates
Setting System Parameters
      Updating Group Access
Creating Oracle Channel Revenue Management Users
      Creating Users Procedure
      Creating Resources
      Importing the Employee as a Resource
      Creating the Implementation User
      Assigning a Default Responsibility
      Creating Custom Responsibilities
      Using Roles and Groups for Access
      Accessing the Customer and Administration Tabs
      Updating Group Access
Performing Basic Setups
      Creating Activities
      Procedure
      Creating Marketing Mediums
      Creating and Verifying Categories
      Creating Thresholds
      Creating Custom Setups
      Setting up Rules
      Creating Mandatory Rules
      Creating Locking Rules
      Creating Approval Rules
      Creating User Statuses
      Creating Role Types
      Creating Default Approver Roles
      Viewing Approval Profiles
      Using the Create Approval Rule Procedure
      Assigning Approvers
Configuring Product Options
      Creating a New Template
      Setting Up the New Template
      Selecting Product Attributes in Seeded Product Templates
Setting Up Customers and Buying Groups
      Creating Customer Classifications
      Defining Customer Relationships
      Setting Up Related Customer Accounts
      Setting Up Customer Trade Profiles
      Creating Buying Groups
Implementing and Verifying Oracle CRM Application Components
      Setting Up Resource Manager
      Setting Up Territory Manager
      Setting Up Territory Types
      Setting Up Territories for Budgets
      Setting Up Territories for Claim Owner Assignment
      Running Concurrent Processes
      Setting Up Task Manager
      Setting Up Note Types
      Creating Customized Note Types
      Associating a Note with Channel Revenue Management Objects

Implementing Profile Options, Lookups, and Concurrent Programs

Setting Profile Options
      Profile Option Categorization
      Before You Begin
      Profile Options for Security Setup
      Profile Option for Compatibility
Lookups
      Creating New Lookup Types
      User Level Lookups
      Extensible Access Level Lookups
Concurrent Programs
      Additional Concurrent Programs

Index