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

Contents

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Preface

Implementing Channel Rebate

Overview

      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 qQuotas

      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

      Setting Up Custom Beneficiary

      Offer Adjustment

      Setting Up Backdating

      Reversing Earnings

      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

      Using Subledger Accounting for Defining Account Derivation Rules for Offers

Implementing Point-of-Sale Management

Overview

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

Lookups

Overview

Creating New Lookup Types

Channel Rebate Lookups

Point of Sales Lookups

Business Events and Flexfields

Overview

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

Executing Concurrent Programs

Scheduling Sequence for Concurrent Programs

Seeded User Statuses

Overview

Seeded User Statuses for Channel Rebate

User Status Limitations

Index