Manage Customer Co-op Programs
Co-op advertising is an arrangement between a manufacturer or distributor and their channel partners. With co-op programs you can accrue rebates based on your sales, spanning the effective date of the program. This program type is a variation of an annual program. It applies to all customers, and rebates are defined for each product rule. You can define product eligibility by item, category, or for all items. Product eligibility supports exclusions by item or category. Eligible sales are obtained from sales orders, which are imported through a CSV file.
Create Co-op Program
Co-op Program
Product Exclusions
Program Checkbook
In Progress and Paid Drill Downs to Customer Payments
Customer Checkbook
This feature:
- Improves differentiation and channel awareness of a manufacturer or distributor's products and services
- Streamlines and automates tracking and payment of co-op marketing funds
- Improves financial visibility to co-op program 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, 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:
- Setup up a catalog in Fusion Product Information Management
- Configure Calendar used to identify periods for aggregating co-op sales transactions
- Set up the channel settings Calendar under category = Customer Channel
- Configure Catalog used to identify categories leveraged in product rules
- Set up the channel settings Catalog under category = Customer Channel
- Note that all date effectivity in a catalog is ignored, and only leaf node categories can be assigned to a product rule.
- Configure one or many program types based on the Customer Co-op Program template.
- Define programs based on the configured program type.
- Schedule the Create Accruals for Co-op Programs process, typically monthly.
Calendar and Catalog Channel Settings
Features Tab of Co-op Program Type
Qualifiers Tab of Co-op Program Type
Accrual Calculation Tab of Co-op Program Type
Optional Defaulting Tab of Co-op Program Type
Tips And Considerations
Please note that the drill downs from in progress and paid amounts in the program checkbook to customer payments are available for all sell side programs (not only for customer volume programs).
Key Resources
- Watch the Manage Customer Co-op Programs Demo.
- Watch Introduction to Customer Channel Management.
- For more information on Channel Revenue Management, refer to the Oracle Cloud Readiness content for Order Management.
- 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 before to this update.
- Users who are assigned a configured job role that contains this privilege can view the program:
- View Customer Programs (CJM_VIEW_CUSTOMER_PROGRAMS_PRIV)
This privilege was available before this update.
- You must turn on the feature Approve Customer Programs with BPM Workflow to enable workflow based approvals.
To manage task configurations for the ChannelCustomerProgramsApprovalTask task, you need a custom role that includes the BPM Workflow System Admin Role (BPMWorkflowAdmin).
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 before this update.