Oracle Channel Rebate and Point-of-Sale Management Implementation Guide

Contents

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Implementing Channel Rebate

Quotas

Budgets

Customer Accounts

Offers

Implementing Org-Striping

Using Operating Units

Org-Striping in Offers, Budgets, and Pricelists

Org-Striping in Quota Allocations and Account Manager Dashboard

Setting Profile Options

Profile Options for Budgets Category

Profile Options for the System Defaults Category

Profile Options for the Trade Planning Category

Profile Options for User Interface Defaults Category

Setting Up Quotas

Set Up Quota Allocations and Alerts

Set Up Territories for Quota Allocations

Set Up Quota Allocations

Setting System Profiles to Select Amount or Quantity

Setting System Profiles for Currency, Unit of Measure, and Conversion Type

Set Up Threshold Rules for Quota Related Alerts

Setting Up Budgets

Basic Setups

Creating Business Units for Budgets

Verifying Business Unit Creation

Setting Up Multiple Currencies for Budget

How Budgets Use Operating Units

Associating a Ledger with a Budget

Budget Creation

Setting Up Budget Categories

Setting Up Budget Thresholds

Associating General Ledger Accounts with Budget Adjustment Types

Budget Approval

Setting Up Budget Approval Rules

Creating Budget Approval Rules

Creating Budget Status Transition Rules

Budget Allocation

Allocating Budget on Prior Year Sales

Setting Up Top-down and Bottom-up Budgeting

Budget Utilization and Adjustment

Validating the Budget Offer

Calculating Accruals

Accrual Components

Volume Offer Rebate Calculation

Adding a Discount Table

Creating Multiple Discount Tables for a Volume Offer

Using the Budget Adjustment and Utilization Public API

Setting Up Budget Adjustment Types

Setting Up Recalculated Committed

Budget Security, Reporting, and Reconciliation

Setting Up Budget Security

Setting Up the Customer Budget View

Setting Up Budget Roll-up Views

Setting Up Budget Reconciliation

Setting Up Customer Accounts

Setting up the Account Manager Dashboard

Using Account Planning

Personalizing the Dashboard

Setting Up Promotional Forecasting

Setting Up Directory Object

Setting Up Territories in Oracle Territory Management

Setting Up Products in Oracle Inventory

Setting Up Trade Mediums and Activities

Setting Up Lookups and Profiles

Creating Baseline Sales Data File

Creating Promotional Lift Factors Data File

Loading Data into the Baseline Sales Interface

Setting Up Budget Utilization Views

View by Dimensions

Cross Drill Downs

Setting Up Retail Price Capture

Defining Retail Attributes and Store Conditions

Defining Store Tracking Conditions

Assigning Stores to Territories

Editing Retail Store List

Setting Up Activity Summary and Offer Evaluator

Setting Up Offers

Basic Setups

Configuring Offer Payout

Setting Up Offer Theme Approval

Setting Up General Ledger Postings

Setting up Funding Sources

Offer Adjustment

Setting Up Backdating

Forecasting

Implementing Forecasts for Offers

Setting up Other Costs for ROI Calculator

Setting Up Budget-Offer Validation

Offer Types

Setting Up Volume Offers

Point of Sales Qualifiers for Volume Offers

Budget Integration for Volume Offers

Setting up Scan Data Offers

Setting Up Lump Sum Offers

Setting Up Net Accrual Offers

Setting Up Net Accrual Rules

Creating and Verifying Net Accrual Rule Sets

Defining Account Derivation Rules for Offers

Implementing Point-of-Sale Management

Implementing Org-Striping

Setting Point-of-Sale Profile Options

Setting System Parameter Defaults

Implementing Data Import and Processing

Data Imports

Loading Data Using WebADI

Setting Up XML Gateway

Data Processing

Configure Trade Profiles

Setting Up DQM Integration

Mapping Acquisition Attributes to Table Column Names

Code Conversion

Import Cross References Using WebADI

Business Events and Subscription

Setting Up Third Party Accrual API Import

Running the Third Party Accrual Import Programs

Implementing Special Pricing Requests

Setting Up Notifications

Data Quality Management (DQM)

Setting Up Approvers in Oracle Approvals Management

Dependent Setups

Interaction with Other Modules

Security

Implementing Soft Fund Requests

Setting Up a Soft Fund as a Benefit

Dependent Setups

Interaction with Other Modules

Seeded Data for Soft Fund Requests

Security

Implementing Volume Offers

Creating a Volume Offer

Point of Sales Qualifiers

Creating New Lookup Types

Channel Rebate Lookups

Point of Sales Lookups

Business Events and Flexfields

Creating Subscriptions Business Events

Defining Segment Values for Flexfields

Concurrent Programs

Running Concurrent Programs

Concurrent Programs for Channel Rebate

Concurrent Programs for Point-of-Sale Management

Seeded User Statuses

Seeded User Statuses for Channel Rebate

User Status Limitations

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