Manage Customer Volume Programs

Manage customer volume rebate programs to accrue rebates based on cumulative sales volumes across orders. You can define percentage rebates based on sales value attainment tiers, or amount per unit rebates based on sold quantity attainment tiers. Retrospective calculations are supported, and you can define product eligibility by item, or for all items with exclusions. Eligible sales are obtained from sales orders, which are imported through a CSV file.

Create Volume Program

Volume Program

Tiered Volume Rule

You can import and export product rules from Excel for both customer volume, and customer annual volume programs.

Successful Upload of Product Rules from Excel for a Customer Annual Volume Program

Exclusions

Program Checkbook

In Progress and Paid Drill Down to Customer Payments from Program Checkbook

Customer payments for a specific program are available for all sell side programs.

Customer Payments for a Program

Customer Checkbook

This feature:

• Incentivizes channel customer to reach predefined purchasing volume levels.
• Streamlines and automates tracking and payment of volume rebates.
• Improves financial visibility to volume 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:

1. Configure one or many program types based on the Customer Volume Program template.

2. Define and activate programs based on the configured program type.

3. Schedule the Create Accruals for Channel Batch process, typically nightly. Note that this will process supplier rebates, customer programs, and customer volume programs.

Features Tab of Volume Program Type

Qualifiers Tab of Volume Program Type

Accrual Calculation Tab of Volume Program Type

Optional Defaulting Tab of Volume Program Type

Tips And Considerations

Customer volume programs are similar to our customer annual volume programs except that instead of aggregating monthly sales transactions, each sales transaction is calculated separately.

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).

Please note the product rules import/export to Excel is available for both customer volume and customer annual volume programs. This is supported in the Windows operating system only. We are leveraging the Oracle Visual Builder Excel Add-in, which is a one-time installation before use.

1. Click Manage in Excel in the Products region to implicitly save the program, and download the spreadsheet.

2. Follow the Instructions tab on how to install the add-in, and use the spreadsheet.

3. Download the volume rule to the spreadsheet via the Oracle Visual Builder menu > Download Data action . The Volume Rule tab is read only, but provides the name of the volume rule to copy from when identifying the volume rule of a product rule.

4. In the Product Rules tab, enter your product rules, and upload them via the Oracle Visual Builder menu > Upload Changes action. A status of the upload is provided in Excel, along with any validation errors to address.

5. Click Refresh Program After Excel to view the uploaded products in the program UI.

It is a good practice to download a new spreadsheet each time with each new release to ensure the REST services being invoked are in synch. If you don't download the spreadsheet each time, then you must save the volume rule before creating product rules via Excel. Each spreadsheet session requires authentication through login.

Refreshed Product Rules After Excel Upload

Read Only Volume Rule Tab is Populated After Download

Spreadsheet with Filled In Product Rules Before Uploading Changes

Successfully Created Product Rules After Uploading Changes

Key Resources

• Watch the Manage Customer Volume 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

1. 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 this update.

2. 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.

3. 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)

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

This privilege was available before this update.