This chapter covers the following topics:
There are certain system profile options that must be set for Claims to function properly. Select the settings that meet your business requirements. To set profile options for Claims, see the following table.
Use this procedure to set a profile option. Log into Oracle Forms with the System Administrator responsibility.
You can also set Profile Options when you log in with the Oracle Channel Revenue Management Administrator Responsibility.
Navigation: Profile > System.
Check the level(s) at which you want to set the profile option. The available levels are listed below:
Site: The default setting.
Application: If you select this level, choose the application from the Application LOV for which you want to set the profile option.
Responsibility: If you select this level, choose the responsibility from the Responsibility LOV for which you want to set the profile option.
User: If you select this level, choose the user from the User LOV for whom you want to set the profile option.
Search for the profile name.
Verify or set the profile option(s) at the levels that you selected.
Lookups supply the content of many of the lists of values (LOVs) in the Oracle Channel Revenue Management user interface. Most lookups are predefined (seeded in the application). The seeded values can be left as is, or you can customize them to fit your business needs. Lookup values make choosing information quick and easy, they ensure that users enter only valid data into Oracle Accounts Receivable Deductions Settlement.
You can add new lookup values at any time. You can set the Enable flag for a value to No, so that the value no longer appears in the list of values, or you can use the start date and end date to control when a value will appear in a list.
To create a new lookup type, add values to an existing lookup type, or prevent existing values from appearing in a lookup type, use the Application Utilities Lookups window. You must log out and log in again to see the effect of your changes.
To define a new lookup type and lookup value, log in to Oracle Channel Revenue Management with Oracle Trade Management Administrator responsibility. Click on Lookups under Setups.
Notes:
Global security group: Un-check to add lookup values specific to the security group/business group linked to your current responsibility. Existing lookup values are available to all business groups.
Tag: Leave blank.
To add a new value to an existing Lookup, query the lookup type to which you want to add a value, and complete the fields as required.
You cannot add values if the access level is System.
If you do not enter a start date, the new lookup is valid immediately. If you do not enter an end date, the new lookup is valid indefinitely.
The following table lists all of the claims and deductions lookups for the user access level. This table also lists the values for each lookup. Some values list the meaning (in parentheses) next to the value if the value warrants further description.
Lookup Name/Code | Access Level | Values |
---|---|---|
Associate Earnings Summary View OZF_ASSO_SUMMARY_VIEW |
User | ACTIVITY DOC_CLASS (Document Class) ORDER PERIOD PRODUCT SCHEDULE |
Autopay Beneficiary Customer Types OZF_AUTOPAY_CUST_TYPES |
User | CUSTOMER_BILL_TO SHIP_TO CUSTOMER NAME |
Claim Item Type OZF_CLAIM_LINE_ITEM_TYPE |
User | MEDIA PRODUCT FAMILY (Product Category) MEMO_LINE (Standard Memo Line) |
Claim Line Credit Methods OZF_LINE_CREDIT_TO |
User | FREIGHT LINE PRORATE TAX |
Claim Reason types OZF_REASON_TYPE |
User | RETURNS DEFAULT |
Reject Reason Code OZF_REJECT_REASON_CODES |
User | 04 (Authorized Quantity Exceeded) 29 (Claim Submitted Past Exercise Period) T6 (Claim does not contain enough information for repricing ) 28 (Duplicate Invoice Number) 26 (Invalid Customer Number) 14 (Invalid Part Number) 02 (Price Authorization Expired) 01 (Price Authorization Invalid) 03 (Product not on the Price Authorization) |
Subsequent Receipt Application History Events OZF_CLAIM_RECEIPT_HIST_EVENT |
User | APPLY NEW UNAPPLY |
Threshold Type OZF_UNEARNED_THOLD_TYPE |
User | AMOUNT PERCENT UNCONDITIONAL |
Under Write-off Threshold lookup OZF_UNDER_WRITEOFF_THRESHOLD |
User | OVER UNDER |
UnEarned Payments for Offers OZF_UNEARNED_PAY_ALLOW_TO |
User | ALLOW_ALL (Allow for All) ALLOW_SELECTED (Allow for Selected) |
UnEearned Payments for Offers lookup in Trade Profile OZF_UNEARNED_PAY_ALLOW_TO_TP |
User | ALLOW DISALLOW |
The following table lists all of the claims and deductions lookups for the extensible access level. This table also lists the values for each lookup. Some values list the meaning (in parentheses) next to the value if the value warrants further description.
Lookup Name/Code | Key | Values |
---|---|---|
Claims Automatic Payment Methods OZF_PAYMENT_METHOD |
Extensible | AP_DEBIT AP (Debit) AP_DEFAULT AP (Default Payment) CONTRA_CHARGE (AP-AR Netting) ADJUSTMENT (Adjustment) CHARGEBACK CHECK REG_CREDIT_MEMO (Credit Memo - Invoice) CREDIT_MEMO (Credit Memo - On Account) CUSTOM (Customer Method) DEBIT_MEMO (Debit Memo) EFT (Electronic Transfer) MASS_SETTLEMENT (Mass Settlement) ON_ACCT_CREDIT (On Account Credit) PREV_OPEN_CREDIT (Previous Open Credit) PREV_OPEN_DEBIT (Previous Open Debit) REJECT RMA Return Material Authorizations WIRE (Wire Transfer) WRITE_OFF (Write Off) |
Followup Action Code OZF_FOLLOWUP_ACTION_CODE |
Extensible | S (Do not Resubmit; Inquiry initiated to Third Party) C (Please Correct and Resubmit) X (Please Wait 10 Days and Resubmit) W (Please Wait 30 Days and Resubmit ) R (Resubmission Allowed) N (Resubmission Not Allowed) D (Resubmit Entire Claim) E (Resubmit this item only) |
OZF_CLAM_CONTENT_ACTIVITY OZF_CLAM_CONTENT_ACTIVITY |
Extensible | Closed (Closing Claim Notification) |
OZF_INV_REASONCODE OZF_INV_REASONCODE |
Extensible | MISSINGSHIP (Missing Shipment) QTLYUPD (Quarterly Update) |
OZF_RESALE_DISPUTE_CODE OZF_RESALE_DISPUTE_CODE |
Extensible | OZF_UOM_CODE_MAP_MISS (Code Conversion Mapping is not defined for this UOM) OZF_CURRENCY_MISMATCH (Agreement Price and Selling Price must be same) OZF_INVALID_AGREEMENT_TYPE (Agreement Type must be Special Price or Price List) OZF_TP_ADJ_NOTFOUND (Agreement is Missing) OZF_AGREEMENT_MISS (Agreement is Null) OZF_CLAIM_CUST_ID_MISSING (Bill To Customer ID is Missing) OZF_BILL_TO_ACCT_NULL (Bill To Customer does not have an Account) OZF_CLAIM_CUST_NM_MISS (Bill to Customer Name is Missing) OZF_BILL_TO_PARTY_NAME_NULL (Bill to Party Name is Missing) OZF_AMT_NOT_MATCH (Calculated amount does not match claimed amount) OZF_RESALE_AGRM_OFF_OFF_INV (Cannot claim an agreement based on an off invoice offer) OZF_RESALE_AGRM_LINE_WNG (Cannot find an agreement line matching the request OZF_RESALE_AGRM_OFF_NULL (Cannot find offer based on the agreement) OZF_RESALE_CLAIM_AMT_MISS (Claimed Amount is Missing) OZF_LT_INVT (Claimed quantity is less than what has been bought) OZF_AGREEMENT_CODE_MAP_MISS (Code Conversion Mapping is not defined for this agreement) (OZF_PRODUCT_CODE_MAP_MISS (Code Conversion Mapping is not defined for this product) OZF_RESALE_AGRM_CURRENCY_WNG (Currency of the order and agreement do not match.) OZF_CLAIM_CUST_NOT_IN_DB (Customer is invalid) OZF_DATE_ORDERED_NOT_IN_RANGE (Date Ordered is not between Batch Start Date and End Date) OZF_RESALE_AGRM_END_CUST_WNG (End Customer does not match that of agreement) OZF_GET_ORDER_PRIC_ERR (Error happened during get order price) OZF_PROC_PRIC_RESLT_ERR (Error happened during process order) OZF_CURR_CONV_ERROR (Error in Currency Conversion) OZF_RESALE_PRICE_ERROR (Error in Getting Product Price) OZF_BILL_TO_VAL_ERROR (Error in Validating Bill To Customer) OZF_END_CUST_VAL_ERROR (Error in Validating End Customer) OZF_SHIP_FROM_VAL_ERROR (Error in Validating Ship From Customer) OZF_SHIP_TO_VAL_ERROR (Error in Validating Ship To Customer) OZF_SOLD_FROM_VAL_ERROR (Error in Validating Sold From Customer) OZF_DQM_PROCESS_ERROR (Error in running DQM Process) OZF_ORDER_TYPE_ID_NULL (ID for Order Type is Missing) I OZF_RESALE_PRODUCT_ID_MISS (ID for Product is missing) OZF_RESALE_AGRM_WNG (Incorrect agreement) OZF_INVALID_AGREEMENT (Invalid Agreement) OZF_CLAIM_BILL_TO_ST_WRNG (Invalid Bill To Site) OZF_RESALE_WRNG_ORD_CGRY (Invalid Order Category) OZF_WRNG_ORDER_TYPE (Invalid Order Type) OZF_INVLD_MVMT_TYPE (Invalid Product Transfer Movement Type) OZF_RESALE_WRNG_TRANSFER_TYPE (Invalid Resale Transfer Type ) _SHIP_FROM_ACC_INVALID (Invalid Ship From Customer Account Information) OZF_CLAIM_SHIP_TO_ST_WRNG (Invalid Ship To Site) OZF_SOLD_FROM_ACC_INVALID (Invalid Sold From Customer Account Information) OZF_RESALE_PRODUCT_NOT_IN_DB (Inventory Item is Invalid) OZF_INVOICE_NUMBER_NULL (Invoice Number is Missing) OZF_DATE_INVOICED_NULL (Invoiced Date is Missing) OZF_DUPLICATED_LINE (Line is Duplicated) OZF_RESALE_DUP (Line is Duplicated) OZF_RESALE_NON_TRC (Non- tracing data found in this batch) OZF_RESALE_ORDTYPE_NOT_IN_DB (Order Type is Invalid) OZF_RESALE_ORD_DATE_MISS (Order date is missing) OZF_ORD_DATE_LT_START(Order is made earlier than Report Start Date) OZF_ORD_DATE_GT_END (Order is made later than the Report End Date) OZF_RESALE_ORD_NUM_MISS (Order number is missing OZF_RESALE_ORIG_QUAN_MISS (Original Quantity is Missing) OZF_RESALE_ORIG_UOM_MISS Original UOM is Missing) OZF_RESALE_PRICE_NOT_IN_DB (Price List is Invalid) OZF_MOVEMENT_TYPE_NULL (Product Transfer Movement Type is Missing) OZF_CURRENCY_UNSUPPORTED (Purchase Price and Selling Price are not the same) OZF_RESALE_PUR_PRICE_MISSING (Purchase Price is missing) OZF_RESALE_AGRM_QUN_GT_MAX (Requested quantity greater than max quantity) OZF_RESALE_AGRM_QUN_LT_MIN (Requested quantity less than minimum quantity) OZF_SALES_TRANS_MISS (Required field(s) is missing for inventory tracking.) OZF_NO_CONTACT_DQM_RULE (Resale DQM Contact Rule profile must be set with a valid rule) OZF_NO_PARTY_DQM_RULE (Resale DQM Party Rule profile must be set with a valid rule) OZF_NO_SITE_DQM_RULE (Resale DQM Site Rule profile must be set with a valid rule) OZF_RESALE_AGRM_RESELL_WNG (Reseller does not match that of agreement) OZF_RESALE_SELL_PRICE_NULL (Selling Price is Missing) OZF_SHIP_FROM_ACCOUNT_NULL (Ship From Customer does not have an Account) OZF_RESALE_SHIP_FROM_MISS Ship (From Party ID is missing ) OZF_SHIP_TO_ACCT_NULL (Ship to Customer does not have an Account) OZF_SHIP_TO_PARTY_NAME_NULL (Ship to Party Name is Missing) OZF_SOLD_FROM_ACCOUNT_NULL (Sold From Customer does not have an Account) OZF_RESALE_SOLD_FROM_MISS (Sold From Party ID is missing) OZF_RESALE_AGRM_RANG_WNG (The order is not qualified for the agreement) OZF_SPP_NO_UOM_CONV_CURR (UOM does not match the current quantity UOM) OZF_SPP_NO_UOM_CONV_MAX (UOM does not match the max quantity UOM) OZF_SPP_NO_UOM_CONV_MIN (UOM does not match the minimum quantity UOM) OZF_RESALE_UOM_MISS (UOM is Missing) OZF_RESALE_UOM_NOT_IN_DB (Unit of Measure is Invalid) OZF_RESALE_AGR_TYPE_WNG (Wrong Agreement type for Special Pricing Process) |