Oracle Channel Revenue Management User Guide

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Preface

Introduction to Oracle Trade Management

Product Overview

Sales Force Automation

Trade Promotion Management

Budget Management

Claim and Deduction Management

Indirect Sales Management

Supplier Ship and Debit Processing

Price Protection

Oracle Trade Management Integration Overview

Oracle Trade Management Key Features

Budget Management Key Features

Trade Planning Key Features

Claims Key Features

Payment Settlement Methods

Indirect Sales Point of Sale Data Key Features

Supplier Ship and Debit Key Features

Price Protection Key Features

Common Components for Trade Management

Oracle Trade Management Organization Related Enhancements

Enabling Multi-Operating Unit Access

Overview of Operating Units in Oracle Trade Management

Business User Flows

Overview

Account Manager Dashboard Flow

Dependencies and Prerequisites

Scenario

Process Flow Diagram

Procedure

Trade Promotion Forecasting to Execution

Dependencies and Prerequisites

Scenario

Process Flow Diagram

Procedure

Creating an Offer-related Claim and Settling it by Check Payment

Dependencies and Prerequisites

Scenario

Process Flow Diagram

Procedure

Deduction to Auto-Resolution for Non-Invoice Deduction

Dependencies and Prerequisites

Scenario

Process Flow Diagram

Procedure

Top-down Bottom-up Budgeting

Dependencies and Prerequisites

Scenario

Process Flow Diagram

Procedure

Volume Accrual

Dependencies and Prerequisites

Scenario

Process Flow Diagram

Procedure

Customers

Overview

Organization and Person

Organization and Person Overview

Creating an Organization

Accessing Customer 360 View

Creating a Person

Customer Groups (Lists)

Creating and Managing Lists

Creating and Managing Segments

Creating and Managing List Imports

Importing a List

Handling List Import Errors

Viewing Organization and Person Information

Partner and Partner Contact

Products and Price Lists

Understanding Quota and Quota Allocation

Process Flow

Market Eligibility, Product Eligibility, and Product Spread

Org-Striping In Quota Allocation

Quota Approval and Statuses

Top-down Bottom-up Allocation

Quota Allocation Views

About Notes, Team, and Product Options

Creating and Managing Quotas and Quota Allocations

Creating a Quota

Creating a Quota Using the Quota Creation Public API

Updating Market Eligibility for a Quota

Updating Products for a Quota

Generating and Modifying a Product Spread

Submitting a Quota for Approval

Approving a Quota

Creating a Quota Allocation

Submitting a Change Request During Top-down, Bottom-up Allocation

Updating a Request Submission During Top-down, Bottom-up Allocation

Approving a Quota Allocation

Adding or Removing Groups and Users From a Quota

Quota Search Results

Quota Summary Advanced Search

Account Manager Dashboard

Overview

Account Manager Dashboard

Process Flow

Account Manager Dashboard Regions

Personalizing the Account Manager Dashboard and Related Links

Account Manager Dashboard Regions

About Trade Planning Thresholds

Audit Retail Conditions

Viewing Budget Summary and Claim Summary Reports

Personalizing the My Accounts and My Products View

Offer Evaluator and Offer Worksheet

Understanding Offer Evaluator and Offer Worksheet

Using Offer Evaluator to Search and Copy Offers to Offer Worksheets

Creating Offers Using the Offer Worksheet

Discount Calculator

About Promotional Lift and Baseline Calculations

Quota Allocation

Target Allocation

Understanding Target Allocation

Viewing and Modifying a Target Allocation

Viewing the Product Spread

Account Planning

Overview of Account Plan

Displaying Offers In the Form Of a Gantt Chart

Viewing Budget Utilization Details of an Account

Viewing Sales Graphs Of an Account

Adding a Note to an Account Plan

Trade Planning and Offers

Trade Planning Overview

Process Flow

Offer Creation

Offer Types

About Qualifiers

About Web Offers

Seeded Click-Through

Creating a Click Through Destination for a Web image or Web Text

Modifying a Web Image or Web Text

About Discount Level and Discount Tiers

Org-Striping in Offers

Creating an Offer

Defining Qualifiers and Discount Rules

About Market Eligibility

Defining Market Eligibility for an Offer

Market Options

Volume Offer Validation and Approval

Monitor Account Status

About Advanced Options

About Offer Payout Dates and Methods

Specifying Advanced Options and Offer Payout Dates and Methods

About Performance Rules

Specifying Performance Rules

About Promotional Limits and Multiple Currency Price Lists

Defining Promotional Limits for an Offer

About Offer Adjustments

Creating Offer Adjustments

Approving Offer Adjustments

About Copy Offer

Offer Forecasting

Forecast Basis in Offer Forecast

Creating and Editing an Offer Forecast

Creating a Forecast Version

About the Manufacturer's ROI Calculator

Viewing the Manufacturer's ROI Calculator

Offer Sourcing

Requesting Funding For an Offer

Creating a Budget Transfer From an Offer

Offer Approval

Understanding the Offer Approval Process

Offer Statuses

About Budget-offer Validation

Submitting an Offer for Approval

Approving an Offer

Offer Execution

Campaigns and Programs

Overview of Campaigns and Programs

Understanding Campaigns

Overview of Campaigns

Campaign Processes

Working with Campaigns

Understanding Programs

Budget Management

Budget Overview

Process Flow

Budget Creation

Budget Tree

Fixed Budget

Fully Accrued Budget

Budget Category

About Budget Thresholds

Org-Striping in Budgets

Creating a Fixed Budget or a Fully Accrued Budget

Adding Budget Thresholds

Releasing or Reserving Holdback Amount

Market Eligibility and Product Eligibility

About Budget-offer Validation

Defining Market Eligibility for a Fixed Budget

Defining Market Eligibility for a Fully Accrued Budget

Updating Products for a Fixed Budget

Updating Products for a Fully Accrued Budget

About Copy Budget and Budget Delete

Budget Approval

Understanding the Budget Approval Process

Initiating Budget Approval

Approving a Budget

Budget Allocation

Understanding the Budget Allocation Process

About Top-down Bottom-up Budgeting

Creating a Budget Allocation

Submitting a Change Request During Top-down, Bottom-up Budgeting

Approving or Rejecting a Request Submission

Activating a Budget Allocation

Budget Utilization

About Budget Utilization

About Budget Request and Budget Transfer

Creating Budget Request from a Budget

Creating a Budget Transfer

Approving or Rejecting a Budget Request

About Budget Mass Transfer

About Recalculated Committed

Viewing Recalculated Committed

Budget Adjustment Types

Creating a Budget Adjustment

Integration to Sales Orders (Off-invoice Offers)

Integration to Sales Orders (Accrual Offers)

GL Postings for Off-invoice Offers

Basic General Ledger Integration

Advanced General Ledger Integration

Budget Reconciliation

Reconciling a Budget

Budget Tracking

Budget Checkbook View

Budget Utilization Views

Rollup View and Shelf View

Budget Transaction and Budget Details Checkbooks

Offer Checkbook

Customer Budget View

Order Details

Claim and Deduction Management

Claims Overview

Process Flow

Claim Creation

Claim Classes

Claim Detail Page

Claim Types and Reasons

Modifying Details of a Claim Type

Customer Reason

Buying Groups and Related Customer Accounts

Claim Lines and Associated Earnings

About Proportionately Associating Earnings by Products

About Claim Actions

Creating an Action

Third Party Accruals and Pricing Simulations

About Lockbox Integration

Org-Striping in Claims

Creating Claims in Open Status

Creating a Claim or a Debit Claim

Mass Creating Claims and Debit Claims

Creating a Transaction Related or a Non Transaction Related Deduction

Creating an Overpayment

Viewing Source

Creating Claim Lines

Entering Detail Information for Claim Lines

Associating Earnings With Claim Lines

Claim Assignment

About Claim Ownership and Auto Assign Owner

Reassigning Claim Owners By Using Auto Assign Owner

Claim Approval

Understanding the Claim Approval Process

Submitting a Claim for Approval

Previewing Approval

Approving a Claim

Types of Approval Rules

Claim Research

Viewing Claim Details

Reverting Claim Status

About Claim Split

Splitting a Claim

About Duplicate Claims and Related Documents

Marking a Claim as Duplicate

Integration With Oracle Discoverer

About Claim History and History Rules

Claim Settlement

Understanding Scan Data Offer Adjustments

Integration with E-Business Tax

About Paying Over Earnings by Thresholds

Approving Requests for Unearned Payments

About Autopay

Running and Scheduling Autopay

Viewing Autopay Request and Autopay Log

Understanding Automatic Write-off

Viewing Claims Eligible for Automatic Write-off

About Updating Deductions Based on Subsequent Receipts

About Promotional Payments

Searching for Accruals from the Promotional Payments Tab

Creating and Settling Claims from the Promotional Payments Tab

Understanding Mass Settlement (Netting of Overpayments)

Netting Overpayments and Deductions With Debit Items

Claim Settlement Methods

Custom Settlement Methods

About Standard Memo Lines

Settling Claims for Related Customer Accounts

Settling Promotional Claims for Buying Groups

Settling Claims, Debit Claims, Deductions, and Overpayments

Reports

Claim Report

Claim Aging View

Claim Settlement History

Indirect Sales Management

Overview

About Volume Offer Integration

Chargeback and Third Party Accruals

Understanding Chargebacks

Overview of Chargebacks

Process Flow

Chargeback Submission

Chargeback Validation

Chargeback Tolerances

Chargeback Reconciliation

Chargeback Settlement

Chargeback Statuses

Understanding Third Party Accruals

Overview of Third Party Accruals

Process Flow

Working With Chargeback and Third Party Accrual Transactions

Importing a Transaction Through WebADI

Batch Details

Viewing and Updating Lines

Accepting Disputed Lines and Processing a Submission

Initiating Payment for a Transaction

Indirect Inventory Tracking

Adjusting Indirect Inventory

Inventory Summary

Special Pricing and Fund Requests

Understanding Special Pricing

Process Flow

Special Pricing Request Submission

Special Pricing Request Approval

Offer Creation and Sourcing

Special Pricing Request Settlement

Process Flow

Fund Requests Statuses

Special Pricing Request Statuses

Process Flow for Fund Request

Working With Special Pricing and Fund Requests

Creating and Submitting a Special Pricing Request

Viewing and Editing Special Pricing Request Details

Creating and Submitting a Fund Request

Viewing and Editing Fund Request Details

Approving, Rejecting, or Reassigning a Special Pricing or a Fund Request"

Approving a Budget Request for Special Pricing or Funds Requests

Submitting a Special Pricing Request or a Fund Request Claim

Settling a Special Pricing or a Fund Request Claim

Viewing Claims and Budgets Associated With a Special Pricing or a Funds Request

Using DQM Tools to Deduplicate Customer Data

Referrals

Process Flow

Using Supplier Ship and Debit

Supplier Ship and Debit Overview

Creating a Supplier Ship and Debit Request

Generating a Supplier Ship and Debit Batch

Common Components

Collaboration

About Notes, Tasks, and Attachments

Creating and Editing a Note

Creating a Task

Adding and Modifying an Attachment

Adding or Removing a Contact Point

Adding or Removing Groups and Users From an Offer

Security and User Types

User Profile Overview

Changing Password

Setting Calendar Preferences

Personalizing Navigation and Display

Setting Application Preferences

Trade Profile

System Parameters

Custom Setups, Mandatory Rules, and Locking Rules

Home Page and Calendar

Home Page

Tools

Marketing

News and Encyclopedia

Resources and Reports

Calendar

Calendar Views

Adding a Team Member and Checking Availability

About Public Calendar

Creating an Appointment

Index

Oracle Channel Revenue Management User Guide

Contents