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

Contents

Title and Copyright Information

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Introduction

Customers

Products and Price Lists

Quotas

Budgets

Account Manager

Trade Planning and Offers

Campaigns and Programs

Organization and Person

Creating an Organization

Viewing Organization and Person Information

Accessing Customer 360 View

Creating a Person

Creating and Managing Customer Groups or Lists

Creating and Managing Segments

Overview

Hierarchies

Creating a Segment

Creating and Managing List Imports

Overview

Rented vs. Purchased Lists

Importing a List

Products and Price Lists

Managing Products

Managing Price Lists

Creating a Price List

Defining Market Eligibility

Quotas 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

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

Adding or Removing Users

Creating a Quota Allocation

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

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

Approving a Quota Allocation

Searching for Quotas

Advanced Search

Budget Management

Budget Overview

Budget Management Components

Creating a Budget

Budget Tree

Fixed Budget

Fully Accrued Budget

Budget Category

Budget Thresholds

Org-Striping in Budgets

Impact of Org-Striping on Budgets

Creating a Fixed or Fully Accrued Budget

Adding Budget Thresholds

Releasing or Reserving Holdback Amount

Defining Eligibility

Defining Market Eligibility

Defining Market Eligibility for a Fixed Budget

Defining Market Eligibility for a Fully Accrued Budget

Defining Product Eligibility

Updating Products for a Fixed Budget

Updating Products for a Fully Accrued Budget

Budget-offer Validation

Copying and Deleting Budgets

Approving a Budget

Understanding the Budget Approval Process

Initiating Budget Approval

Performing Budget Approval

Understanding the Budget Allocation Process

Top-down Bottom-up Budgeting

Creating a Budget Allocation

Submitting a Budget Allocation Change Request

Approving a Budget Allocation Change Request

Activating a Budget Allocation

Utilizing a Budget

Overview

Understanding Budget Requests and Transfers

Creating a Budget Request

Creating a Budget Transfer

Approving a Budget Request

Linking Budgets for Mass Transfer

Adjusting a Budget Using Recalculated Committed

Viewing Recalculated Committed

Understanding Budget Adjustments

Creating a Budget Adjustment

Adjusting for Off-Invoice Offers

Adjusting for Accrual Offers

Scan Data Offer

Volume Accrual Offer

Adjusting for Off-invoice Discounts

Basic Accounting for Accrual Offer Adjustments

Advanced Accounting for Accrual Offer Adjustments

Understanding Budget Reconciliation

Reconcile Unutilized

Reconcile Unutilized and Unpaid Earnings

Reconciling a Budget

Understanding Budget Tracking

Budget Checkbook View

Viewing Budget Transaction and Offer Details

Budget Utilization Views

Rollup and Self Views

Offer Checkbook

Customer Budget View

Trade Planning and Offers

The Offer Process

Offer Types

Net Accrual Offer

Off-Invoice Offer

Order Value Offer

Promotional Goods Offer

Scan Data Offer

Terms Upgrade Offer

Trade Deal

Volume Offer

Single Volume Offer with Multiple Rate Structures

Creating a Volume Offer

Creating a Discount Table

Defining Market Eligibility and Options

Defining Multiple Discount Tables

Qualifiers

Web Offers

Web Image

Web Text

What You Can Do

Seeded Click-Through

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

Modifying a Web Image or Web Text

Discount Level and Tiers

Org-Striping in Offers

Global Flag on Pricing Related Objects

Impact of Org-Striping on Offers

Creating an Offer

Other Offer Creation Conditions

Using an Existing Offer

Defining Qualifiers and Discount Rules

Qualifiers and Discount Rules for Other Offer Types

Defining Market Eligibility

Market Eligibility Procedure

Defining Market Options

Approving a Volume Offer

Monitoring Account Status

Defining Modifiers and Payment Options

Payment Options

Procedure

Defining Performance Rules

Procedure

Defining Offer Limits and Price Lists

Procedure

Adjusting Offers

Adjusting Volume Offers

Procedure

Approving Offer Adjustments

Offer Forecasting

Offer Forecasting to Execution Process

Creating and Editing an Offer Forecast

Selecting a Forecast Basis

Creating a Forecast Version

Calculating ROI

Viewing the Manufacturer's ROI Calculator

Requesting Funding For an Offer

Creating a Budget Transfer From an Offer

Understanding the Offer Approval Process

Budget-Offer Validation

Submitting an Offer for Approval

Approving an Offer

Offer Execution

Point-of-Sale Management

Using Point-of-Sale Data for Volume Offers

Impact of Org-Striping on Point-of-Sale Management

Chargeback and Third Party Accruals

Understanding Chargebacks

Process Flow

Chargeback Submission

Chargeback Validation

Chargeback Tolerances

Chargeback Reconciliation

Chargeback Settlement

Chargeback Statuses

Understanding Third Party Accruals

Process Flow

Working With Chargeback and Third Party Accrual Transactions

Importing a Transaction Through WebADI

Viewing and Updating Batch Lines

Processing a Submission

Initiating Payment for a Transaction

Indirect Inventory Tracking

Adjusting Indirect Inventory

Inventory Summary

Special Pricing Requests and Soft Funds

Understanding Special Pricing

Process Flow

Special Pricing Request Submission

Special Pricing Request Approval

Offer Creation and Sourcing

Special Pricing Request Settlement

Special Pricing Request Statuses

Understanding Soft Funds

Process Flow

Fund Requests Statuses

Working with Special Pricing Requests and Soft Funds

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 or Reassigning Special Pricing or Fund Requests

Approving Requested Special Pricing or Soft Fund Budget

Submitting a Special Pricing Request or 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

Deduplicating Customer Data

Process Flow

Account Manager Dashboard

Account Manager Flow

Account Manager Components

Quota Allocation

Target Allocation

Account Planning

Offer Creation and Execution

Performance Tracking

Retail Execution Monitoring

Using the Account Manager Dashboard

Personalizing the Dashboard and Related Links

Account Manager Dashboard Regions

Trade Planning Thresholds

Audit Retail Conditions

Viewing Budget and Claim Summary Reports

Personalizing the My Accounts and My Products View

Offer Evaluator and Offer Worksheet

Understanding Offer Evaluator and Offer Worksheet

Searching for and Copying Offers

Lump Sum Offer Type

Scan Data Offer Type

Net Accrual Offer Type

Creating Offers Using the Offer Worksheet

Using the Discount Calculator

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 a Gantt Chart

Viewing Account Budget Utilization Details

Viewing Sales Graphs of an Account

Adding a Note to an Account Plan

Campaigns and Programs

Overview of Campaigns and Programs

Understanding Campaigns

Components of a Campaign

Working with Campaigns

Understanding Programs

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