Calculate Accruals for Customer Volume Programs based on Stepped Calculation Method

Customer volume rebate programs accrue rebates based on cumulative sales volumes across orders. You can define percentage rebates based on sales value attainment tiers, or on amount per unit rebates based on the sold quantity in attainment tiers. This release introduces a stepped calculation method where higher rebates are applied to sales in higher tiers. The retrospective calculation method was introduced in the prior release.

Customer Volume Program using Stepped Calculation Method

This feature incentivizes channel customer to reach predefined purchasing volume levels in customer volume programs.

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 Implementing Channel Revenue Management guide.

After you implement Customer Channel Programs:

1. Configure one or many program types based on the Customer Volume Program template.
2. Define programs based on the configured program type, with the stepped calculation method.
3. Submit and approve the program.
4. Import sales transactions.
5. Schedule the Create Accruals for Channel Batch process, typically nightly. Note that this creates accruals for supplier rebates, customer programs, and for customer volume programs.

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

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Customer Programs (CJM_MANAGE_CUSTOMER_PROGRAMS_PRIV)
• Create Accruals for Channel Batch (CJM_CREATE_ACCRUALS_FOR_CHANNEL_BATCH)

These privileges were available prior to this update.