Approve Customer Manual Adjustments with BPM Workflow

Configure Business Process Management workflow to set up approval rules. When you submit a manual adjustment for approval, the application routes it to designated approvers. If you are an adjustment approver, then you receive workflow notifications when manual adjustments are submitted for your approval.

Attributes in Manual Adjustment Approval Rules

Attribute prefixed by "Adjustment."	Description	Sample value
accrueToCustomerAccount	Number of the accrue-to customer account on the adjustment.	10031
adjustmentAmount	The adjustment amount in adjustment currency.	3400
adjustmentReasonCode	Abbreviation that identifies the adjustment reason.	PRICE_ERROR
adjustmentTypeCode	Abbreviation that identifies the adjustment type.	DEC_EARNED
billToCustomerAccount	Number of the bill-to customer account on the transaction.	33903
billToCustomerSite	Number of the bill-to customer site on the transaction.	209
businessUnitId	Value that uniquely identifies the business unit.	309193
currencyCode	Abbreviation that identifies the adjustment currency.	USD
ownerUsername	Username of the adjustment owner.	PGM_MGR_6
predefinedAdjTypeCode	Abbreviation that identifies the predefined adjustment type.	DEC_EARNED
programTemplateCode	Abbreviation that identifies the program template.	CUSTOMER_REBATE
programTypeCode	Abbreviation that defines the program type.	CREB20933
submitterPositionId	Value that uniquely identifies the position of the submitter in HCM. The submitter must be a HCM worker. This attribute is used to set up approval rules based on the position hierarchy.	300190323

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 Manual Adjustment Approval Task

Sample Program Approval Rule

Sample Program Approval Rule

This feature:

• Supports configurable approvals based on business processes.
• Improves auditability and flexibility by supporting serial, parallel and hierarchical routing, requests for additional information, reassignment, escalation, and approval history.
• Reduces time and effort in implementation.

Here's the demo of these capabilities:

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 Channel Management chapter in the Implementing Channel Revenue Management guide.
• After you implement Customer Programs in Redwood, you need to opt in to the Approve Customer Manual Adjustments with BPM Workflow feature.
• Set up the manual adjustment approval rules as follows:
  • From the Setup and Maintenance work area, navigate to the Manage Task Configurations for Supply Chain Management task in the Customers functional area.
  • From the BPM Worklist, on the Task Configuration tab, search for the workflow task ChannelCustomerManualAdjustmentsApprovalTask 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.

Tips And Considerations

You can use the Transaction Console to:

• View in-flight and completed approval processes using the keyword ‘Customer Manual Adjustment’.
• Terminate the approval process and move the manual adjustment to Draft status.
• Restart the approval process after correcting the approval rule.

The Transaction Console work area is under the Tool group.

Troubleshooting Tips

• Submitted manual adjustment reverts to Draft status
  • The submitted manual adjustment will move from Approval Pending to Draft status if the approval task flow is in error. This can happen if there are no active stages or participants.
• Manual Adjustment attributes in approval rules
  • Manual adjustment attributes used in approval rules must be prefixed by “Adjustment.”

Key Resources

• Watch the Approve Customer Manual Adjustments with BPM Workflow demo.
• Watch Introduction to Customer Channel Management.
• Watch Manage Deduction Claims Using Redwood Pages.
• 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 manual adjustment for approval:

• Manage Customer Manual Adjustments (CJM_MANAGE_CUSTOMER_MANUAL_ADJUSTMENTS_PRIV)

This privilege is new in this update.

Approvers who are assigned a configured job role that contains this privilege can view and approve customer manual adjustments:

• Approve Customer Manual Adjustments (CJM_APPROVE_CUSTOMER_MANUAL_ADJUSTMENTS_PRIV)

This privilege is new in this update.

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

Users who are assigned a configured job role that contains these privileges can access the Transaction Console:

• Review Approval Transactions (PER_REVIEW_APPROVAL_TRANSACTIONS_PRIV)
• Supply Chain Management Transaction Approval Reviewing (ORA_SCM_REVIEW_APPROVAL_TRANSACTIONS_DUTY)

This privileges were available prior to this update.