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


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      Products and Price Lists
      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
      Creating a Segment
Creating and Managing List Imports
      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
Allocating a
      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
      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
      Accrual Offer
      Lump Sum Offer
      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
      Budget Search
      Order Details

Trade Planning and Offers

The Offer Process
Offer Creation
      Offer Types
      Accrual Offer
      Lump Sum Offer
      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
      Volume Offer (Non Retro) Tier Adjustment
      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
      Vendor Rebate on Offers
      Defining Market Eligibility
      Market Eligibility Procedure
      Defining Market Options
      Approving a Volume Offer
      Monitoring Account Status
      Defining Modifiers and Payment Options
      Payment Options
      Defining Performance Rules
      Defining Offer Limits and Price Lists
      Adjusting Offers
      Adjusting Volume Offers
      Approving Offer Adjustments
      Searching for Offers
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
Offer Funding
      Requesting Funding For an Offer
      Creating a Budget Transfer From an Offer
Offer Approval
      Understanding the Offer Approval Process
      Offer Statuses
      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
      Batch Details
      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