Oracle Channel Revenue Management Implementation and Administration Guide

Contents

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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

      Predefined Responsibilities

      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