Approve Customer Programs with BPM Workflow

Configure Business Process Management workflow to set up approval rules. When you submit a customer program for approval, the application routes it to the designated approvers. If you are a program approver, then you receive workflow notifications and emails when programs are submitted for approval.

Process rules can be configured with seeded program attributes below.

Attributes in Program Approval Rules

Approval from Worklist Notification

Approval from Notification Detail

Approval from Email

Email Notification to Submitter After Approval

Worklist Notification to Submitter After Approval

Transaction Console View After Program Submission

Channel Customer Program Approval Task

Sample Program Approval Rule

Sample Program Approval Rule

This feature:

• Reduces time and effort to implement.

• Improves auditability and flexibility by supporting serial, parallel, and hierarchical routing based on estimated program value, requests for additional information, reassignment, escalation, and approval history.

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  No Longer Optional From: Update 25A

• 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 Programs in Redwood, you need to opt in to the Approve Customer Programs with BPM Workflow feature.

• Set up the program approval rules as follows:
  • In the Setup and Maintenance work area, go to the Manage Task Configurations for Supply Chain Management task in the Customers functional area.
  • In BPM Worklist, on the Task Configuration tab, search for the workflow task ChannelCustomerProgramsApprovalTask in the Tasks to be configured pane.
  • Select the task from the search results and click the Edit task icon in the toolbar. Select Save and Commit Task after making your changes.

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).