This chapter covers the following topics:
Use the following high level procedure to set any profile option. Log into Oracle Forms with the System Administrator responsibility.
You can also set Profile Options when you log in with the Oracle Trade 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.
All Oracle Channel Revenue Management profile options are grouped into one or more of the following categories:
| Category Functional Name | Category Code Name |
|---|---|
| Trade Planning Setup | OZF_TP_SETUP |
| Claims Setup | OZF_CLAIM_SETUP |
| Budgets Setup | OZF_BUDGET_SETUP |
| IDSM Setup | OZF_IDSM_SETUP |
| System Defaults | OZF_SYSTEM_DEFAULTS |
| UI Defaults | OZF_UI_DEFAULTS |
| Security | OZF_SECURITY |
| Compatibility | OZF_COMPATIBILITY |
Oracle recommends that you set your profile options prior to putting Oracle Channel Revenue Management into production.
Set the following profile options for Oracle Channel Revenue Management Security:
Set the following profile options for Oracle Channel Revenue Management Profile Compatibility:
| Profile Name | Required | Level | Setting | Default | Effect/Limitation |
|---|---|---|---|---|---|
| OZF: Relationship Type for Buying Group | Yes | Site | Any valid relationship in TCA | Buying Groups | Establishes a hierarchical group of customers in Trading Community Architecture (TCA). For example, if value is set to subsidiaries then all parties who share this relationship are part of a buying group. Used as a qualification criteria for offers. |
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 Channel Revenue Management.
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.
This section describes all of the lookup values and settings that are required for successful implementation of Oracle Channel Revenue Management.
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 Oracle Channel Revenue Management 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 |
|---|---|---|
| Number Condition Operators OZF_NUM_CONDITION_OPERATORS |
User | < <= = > >= BW1 (Between) |
| Denorm Querys For OZF_DENORM_QUERY_FOR |
User | ELIG PROD |
| Trade Management Product Level OZF_PRODUT_LEVEL |
User | FAMILY PRODUCT |
| Trade Management Search Categories OZF_SEARCH_CATEGORIES |
User | OZF_FUND (Budget) OZF_CLAM (Claim) OZF_OFFR (Offer) OZF_PRIC (Price List) |
| XTD Values OZF_XTD_VALUES |
User | MTD (Month-to-Date) QTD (Quarter-to-Date) YTD (Year-to-Date) |
The following table lists all of the Oracle Channel Revenue Management 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 |
|---|---|---|
| Formula Entry Operators OZF_FORMULA_OPERATOR |
Extensible | DIVIDE MINUS MULTIPLY PERCENT PLUS |
| Formula Entry Type OZF_FORMULA_ENT_TYPE |
Extensible | CALCULATION CONSTANT METRIC |
| Formula Type OZF_FORMULA_TYPE |
Extensible | ALLOCATION (Allocation calculation) HOLDBACK (Hold Back calculation) |
| Lumpsum payment type OZF_OFFER_LUMPSUM_PAYMENT |
Extensible | ACCRUE (Accrue) CHECK (Issue Check) |
| OZF: Customized Object Class OZF_CUSTOMIZED_OBJECT_CLASS |
Extensible | CB (Chargeback) CM (Credit Memo) DM (Debit Memo) INVOICE (Invoice) ORDER (Order) PCHO (Purchase Order) WRITE_OFF (Write Off) |
| Performance Unit OZF_PERFORMANCE_UOM |
Extensible | Amount Number |
| Lookup Name and Code | Access Level | Values and Meaning |
This section describes how to user the Request Sets and Concurrent Manager Programs provided by Oracle Channel Revenue Management. Use the following high level procedure for running any Oracle Applications concurrent program or program set. You can use these procedures to run or schedule any of the Oracle Channel Revenue Management concurrent programs.
See Oracle E-Business Suite Maintenance Guide for complete details on Oracle Applications concurrent programs.
Select the Oracle Trade Management Administrator responsibility
Choose Single Request (if running a single concurrent program) or Request Set (if running a set of concurrent programs).
Query for the appropriate concurrent program, if necessary.
You can run the program immediately or schedule batch jobs. If scheduling, select the time frame.
Use the following high level procedure to check the status of a concurrent program.
Log into Oracle Channel Revenue Management with System Administrator Responsibility.
Navigation: Concurrent > Request.
In the Find Request window, search for your concurrent program request.
If the server is not busy, then selecting Find may be the fastest way to find your request.
If the server is busy, it may be better to enter search criteria and look for Specific Requests.
The Request window displays a list of submitted requests.
Select Refresh Data occasionally to check the completion status.
Once in the “red” state or Phase = “completed” the “View Output” and “View Log” buttons will become active (if the log output files have been setup correctly).
The following program is an additional Concurrent Program.
| Program/ Name | Required | Description |
|---|---|---|
| Team Access Refresh Program | No | This program is used for all objects with Teams. When any team changes, this program needs to be run to accurately reflect who the team members are. This program updates denormalized tables with team information. |