Group Available Earnings by Invoice and Item for Claim Association

Claim analysts need to research and associate available promotional accruals with customer claims. This feature provides the ability to quickly identify and match available program accruals by invoice and item.

Requires Program, Invoice or Item Criteria to Group Available Accruals by Program, Invoice and Item

Requires Program, Invoice or Item Criteria to Group Available Accruals by Program, Invoice and Item

This feature:

  • Improves the accuracy and administration of balances in the program checkbook, as the source of truth
  • Improves claim analyst productivity to settle promotional claims at a very detailed level
  • Dissuades customers from deducting the same  promotional rebate more than once, and puts your channel organization back in control.

Here's the demo of these capabilities:

YouTube direct link

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 have already implemented Customer Claims in Redwood, then you don't need to do anything to enable this feature.

If you haven't implemented Customer Claims in Redwood, then refer to the Roadmap for Setting Up Deductions and Settlement chapter in the Implementing Channel Revenue Management guide.

If you have already implemented Customer Programs, then you don't need to do anything to enable this feature.

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

Tips And Considerations

The application automatically suggests available accruals by program. To enable the button to group by Invoice and Item, you must provide at least 1 of 3 filter criteria (program, invoice or item), and then execute the search.

Key Resources

  • 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.

Access Requirements

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

  • Manage Customer Claims (CJM_MANAGE_CUSTOMER_CLAIMS_PRIV)

This privilege was available prior to this update.