Manage Customer Annual Volume Programs

Manage customer annual programs to accrue rebates based on cumulative sales volumes across orders. You can define percentage rebates based on sales value attainment tiers or you can define amount per unit rebates based on sold quantity attainment tiers. Retrospective calculations are supported and you can define product eligibility by item, category, or for all items. Product eligibility supports exclusions by item or category.

Schedule the Create Accruals for Volume Programs process to find eligible transactions and create aggregated accruals. GL posting is also performed at an aggregated level.

Program in Draft Status

Volume Rule - Tiers and Products

Eligible Customers

Program Checkbook

This feature:

• Streamlines and automates tracking and payment of annual rebate processes
• Improves operational visibility to how channel customers utilize your annual rebate programs
• Improves financial visibility to annual rebate liabilities

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Order Management

If you haven't implemented Customer Channel Programs in Redwood, then refer to the Roadmap for Setting Up Customer Promotions chapter in the implementation guide, Implementing Channel Revenue Management.

After you implement Customer Channel Programs:

1. Configure one or many program types based on the Customer Annual Volume Program template.
2. Define programs based on the configured program type.
3. Set up a catalog in Fusion Product Information Management.
4. Specify the Catalog and Calendar channel settings under the Customer Channel category.
5. Schedule the Create Accruals for Volume Programs process.

Key Resources

• Watch Introduction to Customer Channel Management.

• For more information on Channel Revenue Management, refer to the Oracle Cloud Readiness content for Order Management.

• For more information on the Channel Revenue Management Integration with Receivables, refer to the Oracle Cloud Readiness content for Financials.

• Oracle SCM Cloud: Using Oracle Channel Revenue Management Cloud, available on the Oracle Help Center.

• Oracle SCM Cloud: Implementing Oracle Channel Revenue Management Cloud, available on the Oracle Help Center.

• Oracle SCM Cloud: REST API for Oracle SCM Cloud, available on the Oracle Help Center.

Access Requirements

Users who are assigned a configured job role that contains this privilege can submit the program for approval:

• Manage Customer Programs (CJM_MANAGE_CUSTOMER_PROGRAMS_PRIV)

This privilege was available prior to this update.

Program approvers who are assigned a configured job role that contains this privilege can view the approval notification:

• Approve Customer Programs (CJM_APPROVE_CUSTOMER_PROGRAMS_PRIV)

This privilege was available prior to this update.

To manage task configurations for the ChannelCustomerProgramsApprovalTask task, you need a custom role that includes the BPM Workflow System Admin Role (BPMWorkflowAdmin).