Oracle Channel Revenue Management Implementation and Administration Guide

Contents

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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

Integrations Dependencies and Prerequisites

Mandatory Dependencies

Optional Dependencies

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

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

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

Creating New Lookup Types

User Level Lookups

Extensible Access Level Lookups

Concurrent Programs

Additional Concurrent Programs

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