Issue a Credit Memo to a Related Customer when Settling a Deduction or Manual Claim

You can now select a related customer as a payee when you settle a deduction or a manual claim with a credit memo. Customers are related on the basis of bill-to relationships specified in Accounts Receivable. For manual claims, you can also select an unrelated customer as the payee.

Issue Credit Memo to a Related Customer

Credit Memo Payment to a Related Customer

Manual Claim - Payment to an Unrelated Customer

• Enables you to streamline deduction payment processing by allowing payments to related entities and reducing transaction volume, thus saving time and lowering administrative costs.
• Allows credit memo payments to any unrelated customer without the need to create a relationship, speeding up the manual claim settlement process.

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 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 Claims in Redwood, then set up the Related Accounts in Receivables as necessary.

1. Navigate to the Receivables work area and select Billing.
2. From the Tasks list, navigate to Manage Customers.
3. Search and select the organization, then select an account to create the relationship.
4. Navigate to the Relationships tab for the selected account, click the Add icon, and select a related account from the list to create the account relationship.
5. Select the Bill-To checkbox.
6. Optionally, select the Reciprocal checkbox to configure a two-way account relationship.

Bill-To Account Relationship in Accounts Receivable

Account Relationships in Accounts Receivable

Tips And Considerations

• Account relationship setup isn't required if you enable the Pay Unrelated Customer option for manual claims, making it ideal for one-time payments without setup.
• Related customer payment support is available only for the Credit Memo on Account settlement method. This is applicable for both promotional and non-promotional deductions and manual claims.

Key Resources

• Watch Manage Deduction Claims Using Redwood Pages.
• Watch Introduction to Customer Channel Management.
• 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 Deductions and Settlement guide available on the Oracle Help Center.
• Oracle SCM Cloud: Implementing Oracle Channel Revenue Management guide 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 Claims (CJM_MANAGE_CUSTOMER_CLAIMS_PRIV)
• Settle Customer Claims (CJM_SETTLE_CUSTOMER_CLAIMS_PRIV)

These privileges were available prior to this update.