This chapter covers the following topics:
Oracle Channel Revenue Management supports the iterative selling model for companies that regularly sell goods mostly to the same customers, such as companies operating in consumer goods or life sciences industry. Large manufacturing companies that operate in Business-to-Business (B2B), Business-to-Customer (B2C), or Business-to-Business-to-Customer (B2B2C) modes can use Oracle Channel Revenue Management to efficiently plan, promote, execute, and manage the order-to-cash process for improved sales and return on investment (ROI), and reduced loss in revenue.
The following sections describe the flows in the Oracle Channel Revenue Management advanced pack.
A fully accrued budget, also called a live fund, starts with zero funds when it is created. The benefit of using a fully accrued budget is that organizations do not have to spend time and resources to perform rigorous budget planning. They can accrue budgets based on real time sales data. The funds in a fully accrued budget increase based on the accrual parameters that are specified in the budget. Accrual parameters are conditions based on which accruals take place and the customers placing orders earn accruals.
The Create Accrual Budget with Accruals Set to Customer per Order Followed by Claim Creation and Settlement flow performs the following actions:
Creates an accrual budget with following accrual parameter setup:
Accrue To: Customer
Accrual Basis: Accrual per Order
Books Ship Sales Order by applying the accrual offer created
Creates and settles claims
Verifies budget checkbook
This section provides information on prerequisites, profile options, and data setups required to execute the Create Accrual Budget with Accruals Set to Customer per Order Followed by Claim Creation and Settlement flow.
Accrual_Budget_Accrue_To_Customer_Per_Order
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Budget | Setup Type | Accrual |
| Create Budget | Accrue To | Customer |
| Create Budget | Accrual Basis | Accrual Per Order |
| Create Budget | Discount Level | Group of Lines |
| Offer Details - Accrual | Level | Item Number |
| Offers - Market Eligibility | Market Context | Customer |
| Offers - Market Eligibility | Context Attribute | Customer Name |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Budget | Name | Budget_1 (Or a unique budget name) |
| Create Budget | Category | Campaign Execution Budget (Or any category) |
| Create Budget | Ledger | Vision Operation (USA) (Or any ledger) |
| Create Budget | Start Date | (Current or future date) |
| Offer Details - Accrual | Name | AS54888 (Or any product) |
| Offer Details - Accrual | Discount | 10 |
| Offers - Market Eligibility | Attribute Value From | CDS, INC (Or any customer) |
When accrual budgets are created for customers, the accrued funds are used for promotional activities such as offering incentives to retailers based on their performance. This money earned by the retailers is accumulated over a period of time and they can later claim this amount by submitting claims.
The Create Accrual Budget with Accruals Set to Customers per Cumulative Order Volume Followed by Claim Creation and Settlement flow performs the following actions:
Creates an accrual budget with following accrual parameter setup:
Accrue To: Customer
Accrual Basis: Cumulative Order Volume
Books Ship Sales Order by applying the accrual offer created
Creates and settles claims
Verifies budget checkbook
This section provides information on prerequisites, profile options, and data setups required to execute the Create Accrual Budget with Accruals Set to Customers per Cumulative Order Volume Followed by Claim Creation and Settlement flow.
Accrual_Budget_Accrue_To_Customer_Cumulative_Order
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Budget | Setup Type | Accrual |
| Create Budget | Accrue To | Customer |
| Create Budget | Accrual Basis | Cumulative Order Volume |
| Create Budget | Discount Level | Line |
| Discount Table Details | Tiers by | Amount |
| Discount Table Details | Discount by | Amount |
| Discount Table Details - Products | Level | Item Number |
| Offers - Market Eligibility | Market Context | Customer |
| Offers - Market Eligibility | Context Attribute | Customer Name |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Budget | Name | Budget_1 (Or a unique budget name) |
| Create Budget | Category | Campaign Execution Budget (Or any category) |
| Create Budget | Ledger | Vision Operation (USA) (Or any ledger) |
| Create Budget | Start Date | (Current or future date) |
| Discount Table Details | Discount Table Name | Disc_Tbl1 (Enter a unique name) |
| Discount Table Details | From | 0 |
| Discount Table Details | To | 100 (Add multiple rows with nonoverlapping tiers) |
| Discount Table Details | Discount | 10 |
| Discount Table Details-Products | Name | AS54888 (Or a valid product ) |
| Offers - Market Eligibility | Attribute Value From | CDS, INC (Or any customer) |
A fully accrued budget can be created to accrue funds for a salesperson. This kind of fully accrued budget enables the Sales Representatives to spend funds at their discretion. The total budget amount that the Sales Representative can spend depends on the sales achieved and the amount that is accrued in the budget.
The Create Accrual Budget with Accruals Set to Sales per Order Followed by Claim Creation and Settlement flow performs the following actions:
Creates an accrual budget with following accrual parameter setup:
Accrue To: Sales
Accrual Basis: Accrual Per Order
Books Ship Sales Order by applying the accrual offer created
Creates a lump sum offer by sourcing money from newly created budget
Creates and settles claims
Verifies budget checkbook
This section provides information on prerequisites, profile options, and data setups required to execute the Create Accrual Budget with Accruals Set to Sales per Order Followed by Claim Creation and Settlement flow.
Accrual_Budget_Accrue_To_Sales_Per_Order
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Budget | Setup Type | Accrual |
| Create Budget | Accrue To | Sales |
| Create Budget | Accrual Basis | Accrual Per Order |
| Create Budget | Discount Level | Group of Lines |
| Offer Details - Accrual | Level | Item Number |
| Offer Details - Accrual | Discount Type | Amount |
| Offers - Market Eligibility | Market Context | Customer |
| Offers - Market Eligibility | Context Attribute | Customer Name |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Budget | Name | Budget_1 (Or a unique budget name) |
| Create Budget | Category | Campaign Execution Budget (Or any category) |
| Create Budget | Ledger | Vision Operation (USA) (Or any ledger) |
| Create Budget | Start Date | (Current or future date) |
| Offer Details - Accrual | Name | AS54888 (Or any product) |
| Offer Details - Accrual | Discount | 10 (Enter a value) |
| Offers - Market Eligibility | Attribute Value From | CDS, INC (Or any customer) |
A fully accrued budget can be created to accrue funds for a salesperson. Instead of offering incentives and discounts to dealers and customers, the accrued amount is used by Sales Representatives at their discretion. The funds in a fully accrued budget increase based on the accrual parameters that are specified in the budget.
The Create Accrual Budget with Accruals Set to Sales per Cumulative Order Volume Followed by Claim Creation and Settlement flow performs the following actions:
Creates an accrual budget with following accrual parameter setup:
Accrue To: Sales
Accrual Basis: Cumulative Order Volume
Books Ship Sales Order by applying the accrual offer created
Creates a lump sum offer using the new budget
Creates and settles claims
Verifies budget checkbook
This section provides information on prerequisites, profile options, and data setups required to execute the Create Accrual Budget with Accruals Set to Sales per Cumulative Order Volume Followed by Claim Creation and Settlement flow.
Accrual_Budget_Accrue_To_Sales_Cumulative_Order
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Budget | Setup Type | Accrual |
| Create Budget | Accrue To | Sales |
| Create Budget | Accrual Basis | Cumulative Order Volume |
| Create Budget | Discount Level | Line |
| Discount Table Details | Tiers by | Amount |
| Discount Table Details | Discount by | Amount |
| Discount Table Details - Products | Level | Item Number |
| Offers - Market Eligibility | Market Context | Customer |
| Offers - Market Eligibility | Context Attribute | Customer Name |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Budget | Name | Budget_1 (Or a unique budget name) |
| Create Budget | Category | Campaign Execution Budget (Or any category) |
| Create Budget | Ledger | Vision Operation (USA) (Or any ledger) |
| Create Budget | Start Date | (Current or future date) |
| Discount Table Details | Discount Table Name | Disc_Tbl1 (Enter a unique name) |
| Discount Table Details | From | 0 |
| Discount Table Details | To | 100 (Add multiple rows with nonoverlapping tiers) |
| Discount Table Details | Discount | 10 |
| Discount Table Details-Products | Name | AS54888 (Or a valid product ) |
| Offers - Market Eligibility | Attribute Value From | CDS, INC (Or any customer) |
A fixed budget is a pool of money with a value greater than zero. When a fixed budget is created, the maximum funds that it can have must be decided. Fixed budgets provide better budget estimates in advance. Fixed budgets can be defined for different customer and product attributes.
The Create Fixed Budget flow creates a fixed budget.
This section provides information on prerequisites, profile options, and data setups required to execute the Create Fixed Budget flow.
Create_Update_Fixed_Budget
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Budget | Setup Type | Fixed |
| Budget Market Eligibility | Eligibility Context | Customer Name |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Budget | Name | Budget_1 (Or a unique budget name) |
| Create Budget | Category | Campaign Execution Budget (Or any category) |
| Create Budget | Budget Amount | 1000000 (Enter an amount) |
| Create Budget | Ledger | Vision Operation (USA) (Or any ledger) |
| Create Budget | Start Date | (Current or future date) |
| Budget Market Eligibility | Eligibility Name | CDS, INC (Or any customer) |
Funds are utilized from budgets when budget requests or budget transfers are approved. A budget request is a request to withdraw and use funds from a budget to execute trade promotion activities such as offers and campaigns. A budget transfer involves transferring funds from one budget to another.
The Create Budget Request and Budget Transfer flow performs the following actions:
Creates budget transfer
Creates budget request
This section provides information on prerequisites, profile options, and data setups required to execute the Create Budget Request and Budget Transfer flow.
Budget_Transfer_Request
None.
Not applicable.
Not applicable.
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Budget Source Create | Source Name | (A source budget name) |
| Budget Source Create | Recipient Name | Campaign Execution Budget (Or any category) |
| Budget Source Create | Transferred Amount | 1000000 (Enter an amount within the source budget) |
In an accrual offer, delayed discounts are offered on purchases made over a specific period of time. The delayed discount that is offered gets accrued over a specified time period. Retailers can later obtain this money by submitting claims. This kind of discount is also known as rebate.
The Create Accrual Offer Followed by Claim Creation and Settlement flow performs the following actions:
Creates accrual budget
Books Ship Sales Order by applying the accrual offer created
Creates and settles claims
Verifies budget check book
Copies an existing accrual offer and creates a new accrual offer
This section provides information on prerequisites, profile options, and data setups required to execute the Create Budget Request and Budget Transfer flow.
Accrual_Offer
None.
Not applicable.
The following predefined data must be used
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Setup Type | Accruals |
| Create Offer | Customer | Customer Name |
| Offer Details - Accrual | Level | Item Number |
| Offer Details - Accrual | Discount Type | Amount |
The following predefined data must be used
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Offer Name | (A unique offer name) |
| Create Offer | Customer | CDS, INC (Or any customer) |
| Create Offer | Start Date | (Current or future date) |
| Create Offer | Budget | (An active budget) |
| Create Offer | Committed Amount | (An amount within the budget) |
| Offer Details - Accrual | Name | AS54888 (Or any product) |
| Offer Details - Accrual | Discount | 10 |
Offer adjustments enable users to modify active offers. For example, if, after an offer was created the price of the product dropped dramatically, then it would result in a need to change the offer price. Once the adjustments are made, they are sent to the offer approval process, and applied to the offer after they are approved.
The Change Accrual Offer Discount Using Adjustment Followed by Claim Creation and Settlement flow performs the following actions:
Creates accrual offer
Creates offer adjustment (discount change)
Books Ship Sales Order by applying the accrual offer created
Creates and settles claims
Verifies budget checkbook
This section provides information on prerequisites, profile options, and data setups required to execute the Change Accrual Offer Discount Using Adjustment Followed by Claim Creation and Settlement flow.
Accrual_Offfer_Discount_Change_Through_Adjustment
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Setup Type | Accruals |
| Create Offer | Customer | Customer Name |
| Offer Details - Accrual | Level | Item Number |
| Offer Details - Accrual | Discount Type | Amount |
| Offer Adjustments | Settlement Method | Accrue |
| Offer Adjustments | Status | Active |
The following data must be set up
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Offer Name | (A unique offer name) |
| Create Offer | Customer | CDS, INC (Or any customer) |
| Create Offer | Start Date | (Current or future date) |
| Create Offer | Budget | (An active budget) |
| Create Offer | Committed Amount | (An amount within the budget) |
| Offer Details - Accrual | Name | AS54888 (Or any product) |
| Offer Details - Accrual | Discount | 10 |
| Offer Adjustments | Name | (A unique adjustment name) |
| Offer Adjustments | Effective Date | (Date from which the adjustment is effective) |
| Offer Adjustments | New Discount | 20 (Enter required discount) |
Organizations continue to ship products to customers under a temporary agreement, while waiting for trade commitments to get finalized, knowing that final terms of the deal may change. If the terms change, the backdating functionality is used to modify the active offer. It is possible to change the discount terms, the products, and the start date and end date of the offer. Changes that are made to the offer are reflected in the offer utilization adjustment.
The Create Backdated Adjustment for an Accrual Offer Followed by Claim Creation and Settlement flow performs the following actions:
Creates accrual offer
Creates backdated adjustment
Books Ship Sales Order by applying the accrual offer created
Creates and settles claims
Verifies budget checkbook
This section provides information on prerequisites, profile options, and data setups required to execute the Create Backdated Adjustment for an Accrual Offer Followed by Claim Creation and Settlement flow.
Accrual_Offer_Backdated_Adjustment
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Setup Type | Accruals |
| Create Offer | Customer | Customer Name |
| Offer Details - Accrual | Level | Item Number |
| Offer Details - Accrual | Discount Type | Amount |
| Offer Adjustments | Settlement Method | Accrue |
| Offer Adjustments | Status | Active |
The following data must be set up
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Offer Name | (A unique offer name) |
| Create Offer | Customer | CDS, INC (Or any customer) |
| Create Offer | Start Date | (Current or future date) |
| Create Offer | Budget | (An active budget) |
| Create Offer | Committed Amount | (An amount within the budget) |
| Offer Details - Accrual | Name | AS54888 (Or any product) |
| Offer Details - Accrual | Discount | 10 |
| Offer Adjustments | Name | (A unique adjustment name) |
| Offer Adjustments | Effective Date | A date earlier than the offer start date |
| Offer Adjustments | New Discount | 20 (Enter required discount) |
In an off invoice offer, discount is offered on the invoice amount when customers purchase a specified quantity of a product. In this case, the discount is not accrued but is directly applied on the invoice.
The Create Off Invoice Offer and Book Ship Sales Order flow performs the following actions:
Creates off invoice offer
Books Ship Sales Order by applying the off invoice offer created
Copies an existing off invoice offer and creates a new off invoice offer
This section provides information on prerequisites, profile options, and data setups required to execute the Create Off Invoice Offer and Book Ship Sales Order flow.
Offinvoice_Offer
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Setup Type | Off Invoice |
| Create Offer | Customer | Customer Name |
| Offer Details - Off Invoice | Level | Item Number |
| Offer Details - Off Invoice | Discount Type | Amount |
The following data must be set up
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Offer Name | (A unique offer name) |
| Create Offer | Customer | CDS, INC (Or any customer) |
| Create Offer | Start Date | (Current or future date) |
| Create Offer | Budget | (An active budget) |
| Create Offer | Committed Amount | (An amount within the budget) |
| Offer Details - Off Invoice | Name | AS54888 (Or any product) |
| Offer Details - Off Invoice | Discount | 10 |
Volume offers are created to encourage customers to purchase larger quantities of products. In a volume offer, the qualified retailers accrue funds based on their cumulative purchases spanning over a period of time. A volume offer typically has different discount tiers based on the quantity and total order amount. of products purchased. Retailers approaching a new discount tier may be motivated to purchase more goods to receive a larger discount. In a retroactive volume offer, when a new volume tier is reached, past accruals are updated based on the new rate.
The Create Retroactive Volume Offer Followed by Claim Creation and Settlement flow performs the following actions:
Creates retroactive volume offer
Books Ship Sales Order by applying the volume offer created
Creates and settles claims
Verifies budget checkbook
This section provides information on prerequisites, profile options, and data setups required to execute the Create Retroactive Volume Offer Followed by Claim Creation and Settlement flow.
VolumeOffer_Retroactive
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Setup Type | Volume Offer |
| Create Offer | Customer | Customer Name |
| Create Offer | Incentive | Accrual |
| Discount Table Details | Tiers by | Amount |
| Discount Table Details | Discount by | Amount |
| Discount Table Details - Products | Level | Item Number |
| Offers - Market Options | Retroactive Adjustments | (Select the check box) |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Name | (A unique offer name) |
| Create Offer | Customer | CDS, INC (Or any customer) |
| Create Offer | Start Date | (Current or future date) |
| Create Offer | Budget | (An active budget) |
| Create Offer | Committed Amount | (An amount within the budget) |
| Discount Table Details | Discount Table Name | Disc_Tbl1 (Enter a unique name) |
| Discount Table Details | From | 0 |
| Discount Table Details | To | 100 (Add multiple rows with nonoverlapping tiers) |
| Discount Table Details | Discount | 10 |
| Discount Table Details - Products | Name | AS54888 (Or any product ) |
In a nonretroactive volume offer, past orders are not adjusted for a new discount even if the volume calculation determines that the customer qualifies for higher volume and discount tier.
The Create Nonretroactive Volume Offer flow performs the following actions:
Creates nonretroactive volume offer
Copies an existing nonretroactive volume offer and creates a new one
This section provides information on prerequisites, profile options, and data setups required to execute the Create Nonretroactive Volume Offer flow.
VolumeOffer_Non_Retroactive_Tier
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Setup Type | Volume Offer |
| Create Offer | Customer | Customer Name |
| Create Offer | Incentive | Off Invoice |
| Discount Table Details | Tiers by | Amount |
| Discount Table Details | Discount by | Amount |
| Discount Table Details - Products | Level | Item Number |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Name | (A unique offer name) |
| Create Offer | Customer | CDS, INC (Or any customer) |
| Create Offer | Start Date | (Current or future date) |
| Create Offer | Budget | (An active budget) |
| Create Offer | Committed Amount | (An amount within the budget) |
| Discount Table Details | Discount Table Name | Disc_Tbl1 (Enter a unique name) |
| Discount Table Details | From | 0 |
| Discount Table Details | To | 100 (Add multiple rows with nonoverlapping tiers) |
| Discount Table Details | Discount | 10 |
| Discount Table Details - Products | Name | AS54888 (Or any product ) |
Gross sales is the sales achieved based on the invoice value. Net sales is defined as the sales after subtracting discounts, promotions, allowances, returns, and freight charges from gross sales. In a net accrual offer, discounts are calculated based on the net sales. Net accrual offers are used to create post sales accruals, and are created on top of accrual offers. Net accrual offers can also be created with a start date before the current date.
The Create Net Accrual Offer Followed by Claim Creation and Settlement flow performs the following actions:
Creates net accrual offer
Creates and settles claims
Verifies budget checkbook
Copies from an existing net accrual offer and creates a new on
This section provides information on prerequisites, profile options, and data setups required to execute the Create Net Accrual Offer Followed by Claim Creation and Settlement flow..
NetAccrual_Offer
The following is a prerequisite for executing this flow:
Accrual offer is created with earnings.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Setup Type | Net Accrual |
| Create Offer | Customer | Customer Name |
| Create Offer | Tier Level | Offer |
| Offer Details - Net Accrual | Discount Type | Amount |
| Offer Details - Net Accrual | Level | Item Number |
The following predefined data must be used
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Offer Name | (A unique offer name) |
| Create Offer | Customer | CDS, INC (Or any customer) |
| Create Offer | Start Date | (Current or future date) |
| Create Offer | Budget | (An active budget) |
| Create Offer | Committed Amount | (An amount within the budget) |
| Create Offer | Beneficiary | CDS, INC (Or any customer) |
| Offer Details - Accrual | From | 0 |
| Offer Details - Accrual | To | 100 (Add multiple rows with nonoverlapping tiers) |
| Offer Details - Accrual | Discount | 10 |
| Offer Details - Accrual | Name | AS54888 (Or any product) |
Trade deal offer enables creation of an accrual discount rule as well as an off invoice discount rule in the same offer.
When creating a trade deal offer, the following rules apply:
Only accrual discount rules: customers accrue funds based on sales that they achieve
Only off invoice discount rules: customers receive discounts on products that they purchase
Accrual discount rules and off invoice discount rules: customers accrue funds based on the sales that they achieve, and receive discounts on products that they purchase
The Create Trade Deal Offer Followed by Sales Order Booking and Canceling flow performs the following actions:
Creates trade deal offer
Books sales order
Cancels sales order
Verifies offer checkbook
Copies from an existing trade deal offer and creates a new one
This section provides information on prerequisites, profile options and data setups required to execute the Create Trade Deal Offer Followed by Sales Order Booking and Canceling flow.
TradeDeal_Offer
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Setup Type | Trade Deal |
| Create Offer | Customer | Customer Name |
| Offer Details – Trade Deal | Level | Item Number |
| Offer Details – Trade Deal | Off-Invoice Type | Amount |
| Offer Details – Trade Deal | Accrual Type | Amount |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Name | (A unique offer name) |
| Create Offer | Customer | CDS, INC (Or any customer) |
| Create Offer | Start Date | (Current or future date) |
| Create Offer | Budget | (An active budget) |
| Create Offer | Committed Amount | (An amount within the budget) |
| Offer Details – Trade Deal | Name | AS54888 (Or any product) |
| Offer Details – Trade Deal | Off-Invoice Discount | 10 |
| Offer Details – Trade Deal | Accrual Rate | 10 |
Oracle Channel Revenue Management supports the following types of terms upgrade:
Freight Terms: Enables users to specify freight terms such as paying freight charges on behalf of the customer and claiming it back from the customer at a later point of time; or waiving off freight charges for the customer.
Payment Terms: Enables users to enter payment specifications such as extended payment period for the customer. For example, your organization may have a policy requiring customers to pay within 30 days of buying a product. By specifying payment terms, you can extend this payment period to 60 days.
Shipping Terms: Enables users to offer services such as free shipping or shipping at a discounted price.
The Create Terms Upgrade Offer and Ship Order flow performs the following actions:
Creates terms upgrade offer
Books Ship Sales Order
Copies from an existing terms upgrade offer and creates a new one
This section provides information on prerequisites, profile options and data setups required to execute the Create Terms Upgrade Offer and Ship Order flow.
TermsUpgrade_Offer
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Setup Type | Terms Upgrade |
| Create Offer | Customer | Customer Name |
| Offer Details – Terms Upgrade | Level | Item Number |
| Offer Details – Terms Upgrade | Terms | Payment Terms |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Name | (A unique offer name) |
| Create Offer | Customer | CDS, INC (Or any customer) |
| Create Offer | Start Date | (Current or future date) |
| Create Offer | Budget | (An active budget) |
| Create Offer | Committed Amount | (An amount within the budget) |
| Offer Details – Terms Upgrade | Name | AS54888 (Or any product) |
| Offer Details – Terms Upgrade | Upgrade | 2 Net (Or any term) |
| Offer Details – Terms Upgrade | Upgrade Cost | 10 |
A promotional goods offer includes an additional product or service with the purchase of a specified product. When customers purchase certain goods or services, they are eligible for one of the following:
Receiving additional goods or services at no extra charge. For example, on the purchase of a computer, a printer is provided free.
Receiving a percentage off the total price on additional goods or services purchased
The Create Promotional Goods Offer and Ship Order flow performs the following actions:
Creates promotional goods offer
Books ship sales order
Copies existing promotional goods offer and creates a new one
This section provides information on prerequisites, profile options and data setups required to execute the Create Promotional Goods Offer and Ship Order flow.
Promotional_Offer
None.
The following predefined data must be used:
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Setup Type | Promotional Goods |
| Create Offer | Customer | Customer Name |
| Offer Details – Promotional Goods: Buy | Level | Item Number |
| Offer Details – Promotional Goods: Get | Discount Type | Amount |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Name | (A unique offer name) |
| Create Offer | Customer | CDS, INC (Or any customer) |
| Create Offer | Start Date | (Current or future date) |
| Create Offer | Budget | (An active budget) |
| Create Offer | Committed Amount | (An amount within the budget) |
| Offer Details – Promotional Goods: Buy | Name | AS54888 (Or any product) |
| Offer Details – Promotional Goods: Get | Name | AS54999 (Or any product) |
| Offer Details – Promotional Goods: Get | Price List | Corporate (Or any other price list) |
| Offer Details – Promotional Goods: Get | Discount | 10 |
| Offer Details – Promotional Goods: Get | Quantity | 1 |
| Offer Details – Promotional Goods: Get | UOM | Each |
In an order value offer, a discount is offered on the entire order value regardless of the number or type of products that a customer purchases. The customer may purchase different products but the discount is applied on the total value (order amount) of these products. The Create Order Value Offer and Ship Order flow performs the following actions:
Creates order value offer
Books Ship Sales Order
Copies from existing order value offer and creates a new one
This section provides information on prerequisites, profile options and data setups required to execute the Create Order Value Offer and Ship Order flow.
Ordervalue_Offer
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Setup Type | Order Value |
| Create Offer | Discount Type | Amount |
| Create Offer | Customer | Customer Name |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Name | (A unique offer name) |
| Create Offer | Customer | CDS, INC (Or any customer) |
| Create Offer | Start Date | (Current or future date) |
| Create Offer | Budget | (An active budget) |
| Create Offer | Committed Amount | (An amount within the budget) |
| Offer Details – Order Value | Order Value From | 1000 |
| Offer Details – Order Value | Order Value To | 99999 (Specify a range) |
| Offer Details – Order Value | Discount | 10 |
Scan data offers are commonly used in the consumer goods industry. These promotions appear as manufacturer-sponsored coupons, consumer rebate programs, or discounts. Customers can redeem these coupons and avail discounts on certain products. This data, also called redemption data, is processed by third party clearing houses and submitted to the manufacturer who reimburses the retailer. Sometimes, the retailer submits the data directly to the manufacturer who validates it and reimburses the retailer. The redemption data can be submitted or posted when the offer is active or after it is complete. Depending on the posting method, reimbursement can occur throughout the promotion or after the promotion is complete.
The Create Scan Data Offer Followed by Claim Creation and Settlement flow performs the following actions:
Creates scan data offer
Creates and settles claims
Copies from existing scan data offer and creates a new one
This section provides information on prerequisites, profile options and data setups required to execute the Create Scan Data Offer Followed by Claim Creation and Settlement flow.
ScanData_Offer
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Setup Type | Scan Data |
| Create Offer | Customer | Customer Name |
| Offer Details – Scan Data | Level | Item Number |
| Offer Details – Scan Data | Adjustment | (Select the check box) |
| Claim Lines | Settlement Method | Credit Memo - On Account |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Name | (A unique offer name) |
| Create Offer | Operating Unit | Vision Operation (Or any OU) |
| Create Offer | Customer | CDS, INC (Or any customer) |
| Create Offer | Start Date | (Current or future date) |
| Create Offer | Budget | (An active budget) |
| Offer Details – Scan Data | Name | AS54888 (Or any product) |
| Offer Details – Scan Data | Quantity | 10 (Enter a value) |
| Offer Details – Scan Data | Scan Type | (A valid scan type) |
| Offer Details – Scan Data | Scan Value | 10 (Or a scan value) |
| Offer Details – Scan Data | Quantity Forecast | 10 (Or any forecast) |
| Create Claim | Operating Unit | Vision Operation (Same as in offer) |
| Create Claim | Claim Number | (A unique claim number) |
| Create Claim | Claim Type | Promotional (Or a valid claim type) |
| Create Claim | Bill To Customer | CDS, INC (Same as in offer) |
| Create Claim | Amount | 10 (Lesser than or equal to offer amount) |
| Claim Lines | Amount | 10 (The same amount as in claim creation) |
| Associate Earnings Summary: Scan Promotion Accruals | Quantity | 10 |
| Associate Earnings Summary: Scan Promotion Accruals | UOM | Each |
| Associate Earnings Summary: Scan Promotion Accruals | Coupon Count | 10 |
Manufacturers may have agreements with retailers to pay them to carry out certain trade promotion activities on behalf of the manufacturer. Lump sum offers are created exclusively to offer incentives to retailers if they perform tasks or actions that have been agreed upon. Promotional payments arising out of lump sum offers are either accrued immediately, or over a period of time. When a lump sum offer is created, it must also include the time period within which the retailer has to carry out the agreed activities. Lump sum offers are customer-specific and can target only one customer at a time.
The Create Lump Sum Offer Followed by Claim Creation and Settlement flow performs the following actions:
Creates lump sum offer
Creates and settles claim
Verifies offer checkbook
Copies a lump sum offer and creates a new one
This section provides information on prerequisites, profile options and data setups required to execute the Create Lump Sum Offer Followed by Claim Creation and Settlement flow.
Promotional_Claim_For_Lumpsum_Offer
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Setup Type | Lump Sum |
| Create Offer | Customer | Customer Name |
| Offer Details – Lump Sum | Level | Item Number |
| Claim Lines | Settlement Method | Credit Memo - On Account |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Offer | Name | (A unique offer name) |
| Create Offer | Operating Unit | Vision Operation (Or any OU) |
| Create Offer | Customer | CDS, INC (Or any customer) |
| Create Offer | Start Date | (Current or future date) |
| Create Offer | Start Date | (Same as start date) |
| Create Offer | Budget | (An active budget) |
| Create Offer | Lump Sum Amount | 1000 (An amount available within the budget) |
| Offer Details – Lump Sum | Name | AS54888 (Or any product) |
| Offer Details – Lump Sum | Distribution Value | 1000 (Sum must be equal to lump sum amount) |
| Create Claim | Operating Unit | Vision Operation (Same OU as in offer) |
| Create Claim | Claim Number | (A unique claim number) |
| Create Claim | Claim Type | Promotional (A valid claim type) |
| Create Claim | Bill To Customer | CDS, INC (Same as in offer) |
| Create Claim | Amount | 10 (Lesser than or equal to offer amount) |
| Claim Lines | Amount | 10 (The same amount as in claim creation) |
| Associate Earnings Summary: Accruals and Adjustments for Customers | Line Amount | 10 (Claim Line amount) |
The Mass Create function enables users to create multiple claims and debit claims on one screen. All the basic information for claims can be captured quickly so that they can be routed to the proper owners in a timely fashion. This functionality enables users to handle the massive volume of claims data that the company has to deal with, and expedite the claims process.
The Create Mass Claim flow helps to create multiple claims at a time.
This section provides information on prerequisites, profile options and data setups required to execute the Create Mass Claim flow.
MassClaim_Feature
None.
Not applicable.
Not applicable.
The following data must be set up:
| Page Name | ||
|---|---|---|
| Claim Mass Creation | Claim Number | (A unique offer name) |
| Claim Mass Creation | Claim Type | Promotional |
| Claim Mass Creation | Claim Reason | Promotional |
| Claim Mass Creation | Customer | CDS, INC (Or any customer) |
| Claim Mass Creation | Currency Code | US Dollar |
| Claim Mass Creation | Amount | 10 |
| Claim Mass Creation | Exchange Type | Corporate |
The Mass Settlement functionality enables users to create groups out of overpayments and deductions related to a customer, apply them to the customer's open transactions, and settle the overpayments and deductions on one screen.
This section provides information on prerequisites, profile options and data setups required to execute the Create Group Claim and Move It to Closed Status flow.
The Create Group Claim and Move It to Closed Status flow performs the following actions:
Creates invoice
Creates receipt and deduction
Performs mass settlement
MassSettlement
None.
Not applicable.
The following predefined data must be used:
| Window Name | Field Name | Field Value |
|---|---|---|
| Transaction | Class | Invoice |
| Transaction | Type | Invoice |
| Receipts | Receipt Type | Standard |
| Applications | Application Reference Type | Trade Management Claim |
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Mass Settlement: Select Open Claims and Transactions: Open Claims | Select | (Select the check box) |
| Create Mass Settlement: Select Settlement Methods: Settlement Methods | Settlement Method | Chargeback |
The following data must be set up:
| Window Name | Field Name | Field Value |
|---|---|---|
| Transaction | Source | BR Automatic Numbering |
| Transaction | Bill To :Name | CDS, INC (Or any customer) |
| Lines | Item | AS54888 (Or any product) |
| Lines | Quantity | 10 |
| Lines | Price | 100 |
| Receipts | Receipt Method | BofA |
| Receipts | Receipt Number | (Enter a value) |
| Receipts | Receipt Amount | 100 (Lesser than or equal to invoice amount) |
| Receipts | Trans Number | (Enter invoice number) |
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Mass Settlement: Select Open Claims and Transactions | Customer Name | CDS, INC (Same customer as in deduction) |
| Create Mass Settlement: Select Settlement Methods: Settlement Methods | Amount Settled | 100 |
Overpayments are created in Oracle Receivables when customers pay an amount greater than what they have been invoiced. This could be due to extra shipment they have received or an inaccurately priced invoice. Settlement methods for overpayments include debit memo, write-off, and on-account credit.
The Create Overpayment and Move It to Closed Status flow performs the following actions:
Creates an invoice
Creates receipt and overpayment
Settles overpayment using on-account credit
This section provides information on prerequisites, profile options and data setups required to execute the Create Overpayment and Move It to Closed Status flow.
NonPromotional_Claim_Overpayment
None.
Not applicable.
The following predefined data must be used:
| Window Name | Field Name | Field Value |
|---|---|---|
| Transaction | Class | Invoice |
| Transaction | Type | Invoice |
| Receipts | Receipt Type | Standard |
| Applications | Apply To | Claim Investigation |
| Applications | Activity | Claim Investigation Activity |
| Page Name | Field Name | Field Value |
|---|---|---|
| Claim Lines | Settlement Method | On-Account Credit |
The following data must be set up:
| Window Name | Field Name | Field Value |
|---|---|---|
| Transaction | Source | BR Automatic Numbering |
| Transaction | Bill To: Name | CDS, INC (Or any customer) |
| Lines | Item | AS54888 (Or any product) |
| Lines | Quantity | 1 |
| Lines | Price | 100 |
| Receipts | Receipt Method | BofA |
| Receipts | Receipt Number | (Enter a value) |
| Receipts | Receipt Amount | 200 (Must be lesser than invoice amount) |
| Receipts | Trans Number | (Enter invoice number) |
Deductions are created in Oracle Receivables and you can view and settle these deductions in Oracle Channel Revenue Management. Deductions are used to handle situations where customers pay less than the invoiced amount for various reasons such as, claim compensation for shipping or pricing errors, and settle promotional earnings.
The Create Deduction and Move It to Closed Status flow performs the following actions:
Creates invoice
Creates receipt and deduction
Settles deduction using on-account credit
This section provides information on prerequisites, profile options and data setups required to execute the Create Deduction and Move It to Closed Status flow.
NonPromotional_Claim_Deduction
None.
Not applicable.
The following predefined data must be used:
| Window Name | Field Name | Field Value |
|---|---|---|
| Transaction | Class | Invoice |
| Transaction | Type | Invoice |
| Receipts | Receipt Type | Standard |
| Applications | Application Reference Type | Trade Management Claim |
| Applications | Settlement Method | Credit Memo On Account |
| Page Name | Field Name | Field Value |
|---|---|---|
| Claim Lines | Settlement Method | Credit Memo On Account |
The following data must be set up:
| Window Name | Field Name | Field Value |
|---|---|---|
| Transaction | Source | BR Automatic Numbering |
| Transaction | Bill To: Name | CDS, INC (Or any customer) |
| Lines | Item | AS54888 (Or any product) |
| Lines | Quantity | 1 |
| Lines | Price | 100 |
| Receipts | Receipt Method | BofA |
| Receipts | Receipt Number | (Enter a value) |
| Receipts | Receipt Amount | 50 (Must be greater than the invoice amount) |
| Receipts | Trans Number | (Enter invoice number) |
A distributor creates this request for prices that the supplier rejects on a supplier ship and debit request. Oracle Channel Revenue Management allows the user to copy the original request and modify it to create a new one. Because an internal ship and debit request requires no internal or supplier approval, an offer is directly created based on the request. When the sale is processed and accruals are calculated, accounting is directly created on the cost center specified in the request. This cost center absorbs the costs of the offer.
The Create Internal Ship and Debit Request (Bid and Blanket) flow creates an internal ship and debit bid request.
This section provides information on prerequisites, profile options and data setups required to execute the Create Internal Ship and Debit Request (Bid and Blanket) flow.
SND_InternalCust
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Ship and Debit Request | Accrual Type | Internal |
| Create Ship and Debit Request | Operating Unit | Vision Operations (Or any OU) |
| Create Ship and Debit Request | Request Type | Bid Request Blanket |
| Create Ship and Debit Request: Price Request Details | Type | Product |
| Create Ship and Debit Request: Price Request Details | Discount Type | Discount Percent |
| Create Ship and Debit Request: Customer Details | Type | Bill To |
| Ship and Debit Request Details | Status | Pending Offer Approval |
| Receipts | Trans Number | (Enter invoice number) |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Ship and Debit Request | Request Number | (A request name or request number) |
| Create Ship and Debit Request | Cost Center | Dave Smith (Or any cost center) |
| Create Ship and Debit Request | Name | AS54888 (Or any product) |
| Create Ship and Debit Request: Price Request Details | UOM | Each (A valid UOM) |
| Create Ship and Debit Request: Price Request Details | Vale | 10 |
| Create Ship and Debit Request: Customer Details | Name | CDS, Inc (Or any customer)Bill To |
A distributor creates a Ship and Debit Bid request to obtain supplier approval for the new prices or discounts on one or more product and customer combinations. The supplier can approve of some or all of these prices in a request and reject the others. All rejected price lines are removed from the request and a new request is created for them. An accrual offer can then be created for the approved request and sales made for this offer. The accruals against ship and debit offers can then be consolidated in a batch that the user intends to claim or debit the supplier for, if approved.
The Create Supplier Ship and Debit Bid Request flow creates a supplier ship and debit request.
This section provides information on prerequisites, profile options and data setups required to execute the Create Supplier Ship and Debit Bid Request flow.
SND_ExternalCust
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Ship and Debit Request | Accrual Type | Supplier |
| Create Ship and Debit Request | Operating Unit | Vision Operations (Or any OU) |
| Create Ship and Debit Request | Request Type | Bid Request |
| Create Ship and Debit Request: Price Request Details | Type | Product |
| Create Ship and Debit Request: Price Request Details | Discount Type | Discount Percent |
| Create Ship and Debit Request: Customer Details | Type | Bill To |
| Ship and Debit Request Details | Status | Assigned Pending Supplier Approval Supplier Approved Pending Sales Approval Sales Approved Pending Offer Approval |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Ship and Debit Request | Request Number | (A request name or request number) |
| Create Ship and Debit Request | Supplier | CDS, Inc (Or any supplier) |
| Create Ship and Debit Request: Price Request Details | Name | AS54888 (Or any product) |
| Create Ship and Debit Request: Price Request Details | UOM | Each (A valid UOM) |
| Create Ship and Debit Request: Price Request Details | Vale | 10 |
| Create Ship and Debit Request: Customer Details | Name | Bill To |
Special pricing enables partners or wholesale organizations to request manufacturers for a special price or discount to sell products that they have not been able to move, win a deal for a specific end customer, or to meet a competitor's price.
The Create Special Price Request (Ship from Stock) flow creates a special price blanket request and the system automatically generates a Scan Data offer.
This section provides information on prerequisites, profile options and data setups required to execute the Create Special Price Request (Ship from Stock) flow.
SPR_Ship_From_Stock
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Special Pricing Request: Definition | Request Type | Blanket Request |
| Create Special Pricing Request: Definition | Ship From Stock | (Select the check box) |
| Create Special Pricing Request: Details | Discount Type | Discount Amount |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Special Pricing Request: Definition | Distributor | Hilman and Associates (Or any distributor) |
| Create Special Pricing Request: Definition | Requestors Name | Zhang, Edward (Or any contact) |
| Create Special Pricing Request: Definition | End Date | (A future date) |
| Create Special Pricing Request: Details | Product | AS54888 (Or any product) |
| Create Special Pricing Request: Details | UOM | Each (A valid UOM) |
| Create Special Pricing Request: Details | Quantity | 100 (The required quantity) |
| Create Special Pricing Request: Details | Discount Amount | 10 |
| Approve Request: Pricing | Approve Amount | 10 |
| Create Claim | Sale Date | (Enter a date on which the sale will be effected) |
| Create Claim | Quantity Sold | 1 |
| Create Claim | Claim Amount | 10 |
Partners can make a bid request when they want to win a deal for specific customers.
The Create Special Price Request (Off Invoice) flow creates a special price bid request with the offer type as Off Invoice.
This section provides information on prerequisites, profile options and data setups required to execute the Create Special Price Request (Off Invoice)flow.
SPR_Offinvoice
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Special Pricing Request: Definition | Request Type | Bid Request |
| Create Special Pricing Request: Definition | Ship From Stock | Deselected |
| Create Special Pricing Request: Details | Discount Type | Discount Amount |
| Approve Request: Pricing | Offer Type | Off Invoice |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Special Pricing Request: Definition | Distributor | Hilman and Associates (Or any distributor) |
| Create Special Pricing Request: Definition | Requestors Name | Zhang, Edward (Or any contact) |
| Create Special Pricing Request: Definition | End Date | (Any future date) |
| Create Special Pricing Request: End Customer Details | Name | Hilman and Associates (Or any customer) |
| Create Special Pricing Request: Details | Product | AS54888 (Or any product) |
| Create Special Pricing Request: Details | UOM | Each (A valid UOM) |
| Create Special Pricing Request: Details | Quantity | 100 (The required quantity) |
| Create Special Pricing Request: Details | Discount Amount | 10 |
| Approve Request: Pricing | Approve Amount | 10 |
This flow creates a special price bid request with offer type as Accrual.
This section provides information on prerequisites, profile options and data setups required to execute the Create Special Price Request (Accrual) flow.
SPR_Accrual
None.
Not applicable.
The following predefined data must be used:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Special Pricing Request: Definition | Request Type | Bid Request |
| Create Special Pricing Request: Definition | Ship From Stock | Deselected |
| Create Special Pricing Request: Details | Discount Type | Discount Amount |
| Approve Request: Pricing | Offer Type | Accrual |
The following data must be set up:
| Page Name | Field Name | Field Value |
|---|---|---|
| Create Special Pricing Request: Definition | Distributor | Hilman and Associates (Or any distributor) |
| Create Special Pricing Request: Definition | Requestors Name | Zhang, Edward (Or any contact) |
| Create Special Pricing Request: Definition | End Date | (Any future date) |
| Create Special Pricing Request: End Customer Details | Name | Hilman and Associates (Or any customer) |
| Create Special Pricing Request: Details | Product | AS54888 (Or any product) |
| Create Special Pricing Request: Details | UOM | Each (A valid UOM) |
| Create Special Pricing Request: Details | Quantity | 100 (The required quantity) |
| Create Special Pricing Request: Details | Discount Amount | 10 |
| Approve Request: Pricing | Approve Amount | 10 |
| Create Claim | Sale Date | (Enter a date) |
| Create Claim | Quantity Sold | 1 |
| Create Claim | Claim Amount | 10 |