Group Accruals for Customer Claim Accounting

Provide users with the option to group accrual lines and create fewer channel accounting entries during claim settlement. This feature enhances performance and overall efficiency by reducing the number of accounting entries.

When the Group Accruals for Claim Accounting checkbox is enabled, accruals that are part of the association are grouped by the following attributes before Subledger Accounting (SLA) entries are created:

1. Business Unit
2. Currency
3. Year
4. Item
5. UOM
6. Customer Account
7. Program

Accruals without items are treated as a separate group, for example, manual adjustments without an item or pay-over-earning entries.

This feature:

• Provides flexibility in accounting.
• Enhances efficiency of accounting entries and improves performance.

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.

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

After you implement Customer Channel Programs:

1. Optionally enable the Group Accruals for Claim Accounting checkbox for a specific program type on the Program Type page to group accrual lines. This is the default used when you create a program using this program type.

Program Type - Group Accruals for Claim Accounting Flag

2. Optionally override the default setting at the program level when the program is in Draft status.

Program - Group Accruals for Claim Accounting Flag

Tips And Considerations

• The Group Accruals for Claim Accounting checkbox is considered only for associations made in the Program View and isn't applicable to the Invoice and Item View.
• When claim analysts associate accruals and the Group Accruals for Claim Accounting checkbox is enabled for that program, then SLA entries are created for the grouped record.
• Claim analysts can associate claims with multiple programs. This could include programs for which group accruals are enabled and programs for which group accruals aren't enabled.
• For programs with the group accruals enabled, the accruals are grouped before posting to SLA. For programs without group accruals enabled, accruals are posted individually without grouping.
• This feature is applicable to Customer Promotion and Customer Volume Programs.

Key Resources

• 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 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 Programs (CJM_MANAGE_CUSTOMER_PROGRAMS_PRIV)
• Manage Customer Claims (CJM_MANAGE_CUSTOMER_CLAIMS_PRIV)