This chapter covers the following topics:
Implementing products helps marketers create, promote, and manage products. After you have properly implemented products, your end users can access products using the Campaign Dashboard or the Campaign tab. Products are usually associated with an offer, event, promotion, or deliverable. For more information on implementing and administering products, see Implementing Products in Implementing and Administering Deliverables.
Offers are generally associated with campaigns and campaign activities. When Trade Management is implemented, Oracle Marketing's offer functionality is enhanced to include claims that can be recorded against these offers.
Prerequisites: Advanced Pricing should have been implemented. The profile option MO: Default Operating Unit should be set at the user level.
For more information about Trade Management, see the Oracle Trade Management Implementation Guide.
Based on your business requirements, set the following system profiles for Offers.
| Option | Required | Level | Setting | Effect/Limitation |
|---|---|---|---|---|
| AMS: Relationship Type for Buying Group | Yes | Site | Any valid relationship type created in TCA | Used to establish a hierarchical group of customers in TCA. For example, if value is set to subsidiaries then all parties who share this relationship will be part of a buying group. These are used as qualification criteria for Offers. |
| AMS : Choose Date Qualifier Regions | Yes | Site | Show All Show Header Dates Show only Date Qualifiers |
This profile is used in the Trade Deal Offer User Interface. Based on the setting, the user may either enter date qualifiers or Header Dates or both. |
| AMS : Default Bucket for discount rules | Yes | Site | Values from Advanced Pricing Lookup PRICING_GROUP_SEQUENCE | The value set here will be used as the default value for buckets in the discount rules. |
| AMS : Default Phase for Line level discounts | Yes | Site | Available values are derived from Event phase setup in Advanced Pricing | This value will be used as the default value for phase for all discount rules with a discount level of Line. |
| AMS : Default Phase for Line Group level discounts | Yes | Site | Available values are derived from Event phase setup in Advanced Pricing | This value will be used as the default value for phase for all discount rules with a discount level of Group of Lines. |
| AMS : Default Phase for Order level discounts | Yes | Site | Available values are derived from Event phase setup in Advanced Pricing | This value will be used as the default value for phase for all discount rules with a discount level of Order. |
| AMS : Default value for Print on Invoice Flag | Yes | Site | Yes/No | Used as a default for all discount rules. |
| AMS : Default value for Product Preference | Yes | Site | User Defined | Used as a default for all discount rules. |
| AMS : Default Offer Formula | Optional | Site | Available pricing formulas in Advanced Pricing | This option handles discount rules for product categories when the Unit of Measure is not specified. |
| AMS : Default Forecast UOM | Required | Site | Select from a defined UOM | This value is used to calculate the initial base sales for a Forecast. Users can override this default value on the Forecast page. |
| QP : Accrual UOM Class | Yes | Site | UOM Classes as set up in Inventory | Used by accrual Offers. All accrual units will fall under this UOM class (for example, frequent flyer miles). |
| QP : Item Validation Organization | Yes | Resp | Select from Inventory Organizations as set up in Inventory | Offers can be defined only for those Products which will be available in the specified organization. Required for all Offers. Prices may be defined only for those Products which will be available in the specified organization. |
| QP : Source System Code | Yes | Resp | Possible Source Systems that can define Offers | Offers created using this relationship are tagged with this system source code and will be used to determine update privileges of Offers within the pricing module. |
Use the following table when creating and verifying lookups for Offers:
| Key | Type | Values | Meanings |
|---|---|---|---|
| AMS_OFFER_ DEAL_ CUSTOMER_ TYPES | Extensible | Buyer Customer List Segment |
Buyer Group Customer List Segment |
| AMS_ LUMPSUM_ DISTRIBUTION_ TYPE | System | % Amt Qty |
Percent Amount Quantity |
| AMS_OFFER_ LUMPSUM_ PAYMENT | System | Accrue Check |
Accrue Issue Check |
| AMS_OFFER_LUMP_CUST_ TYPES | System | Buyer Customer |
Buyer Customer |
| AMS_OFFER_ STATUS | System | Active Closed Draft Rejected Closed Pending Pending_Active Archived Cancelled Completed Terminated Onhold |
Active Closed Draft Budget Rejected Closed Pending Budget approval Pending Active Archived Cancelled Completed Terminated On hold |
| AMS_OFFER_ TYPE | System | OID Lumpsum Order Accrual Off_Invoice Deal Terms |
Promotional Goods Lump sum Order value Accruals Off Invoice Trade Deal Terms Upgrade |
| AMS_QP_ ARITHMETIC _OPERATOR | System | % Amt Lumpsum Newprice |
Percent Amount Lump sum New Price |
| AMS_QP_ VOLUME_ TYPE | System | Pricing_Attribute10 Pricing_Attribute12 |
Quantity Amount |
Run the following concurrent programs for offers:
AMS-TM: Adjust Backdated Offer: This programs takes the new Offer terms and recalculates the parameters of the Offer retroactively to the start date.
AMS-TM: Refresh of Base Sales Materialized View: This program takes data from Order Management and loads it into Oracle Marketing. It loads into the following materialized tables:
ams_base_sales_mv
ams_actual_sales_mv
I am unable to see any Products or Categories under the Products mid-tab in the Campaign Details page. Why?
It is likely that you did not implement the single product hierarchy model correctly. Review the implementation and check.