Manage Special Pricing Agreements for Ship from Stock

Manage special price requests from partners to support competitive sales deals, specific end-customer deals, and to clear existing inventory in the partner's warehouse. Review and approve the special price request, import POS data, and validate partner claims. Settle claims using a check or credit memo.

The distributor may request a special price or discount for items they have already purchased. The request is reviewed and approved by the manufacturer or the entity that sold the products to the distributor. Once approved, the distributor sells the products to their customers and then submits a claim for the discount amount by providing proof of sale.

Special Price Agreement for a Bid Request

Special Price Agreement for a Blanket Request

Special Price Agreement for a Competitive Bid Request

Distributor's Point of Sale Data

Processed Batch

Payment to Distributor

This new capability streamlines and automates the end-to-end SPA process —request submission, agreement creation, accrual tracking, and claims management—reducing administrative burden and cycle times. It enhances partner loyalty and drives both manufacturer and partner revenue growth by enabling faster, more competitive pricing decisions, while ensuring legal compliance and strategic product pricing through visibility into competitive selling situations.

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

1. If you haven't implemented Indirect Sales, then refer to the Roadmap for Setting up Indirect Sales Promotions chapter in the Implementing Channel Revenue Management guide.
2. Run the scheduled process ESS job to create index definition and perform initial ingest to OSCS to create the index definition and perform initial ingest to Oracle Search with fa-cjm-spa-programs as the parameter value.

Use the Functional Setup Manager to:

1. Configure one or more program types based on the Special Price Agreement template.
2. Define special price agreements based on the configured program types.

Special Pricing Agreement Program Type - Features

Special Pricing Agreement Program Type - Qualifiers

Special Pricing Agreement Program Type - Optional Defaulting

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

Then, use the Functional Setup Manager to:

1. Ensure that you have enabled the settlement method for the Special Pricing Claim source. The default claim type and claim reason are mandatory for this claim source, because these are generated claims to be processed.
2. Use the following Channel Settings in the Special Price Agreement Category to configure how claims are generated and processed: 
   1. Batch Processing Mode – Use this setting to specify whether the application should create the claims automatically for the valid lines or whether a claim analyst should review the batch and initiate the claim creation. This setting can be overridden for specific distributors in their Customer Trade Profile. The following modes are available:
      • Review and Claim - This setting enables you to review and correct some disputed lines and initiate payments for the batch manually. If you don’t specify this setting, then this is the default mode. 
      • Immediate Claim - If you select this mode, then the application creates claims automatically for any valid lines in the batch. 
   2. Create Claim for Each Special Price Agreement - Use this setting to specify whether to create a claim for each special price agreement in a batch. By default, this setting is Yes. If you select No, then a single claim is created for all lines in the batch irrespective of the number of special price agreements in the claim.
3. Configure a value for the Additional Attribute for Duplicate Check in the Indirect Sales Management Category of the Channel Settings. To consider an additional transaction source DFF attribute as part of the duplicate sales order transaction check, specify the document's line-level DFF attribute in this setting. For example, you might store a lot or serial number in a DFF attribute. You can add that DFF attribute here to include it in the duplicate check.

Configure the following settings in the Customer Trade Profile as needed:

1. Special Price Agreement Batch Processing Mode - Use this setting to specify whether the application should create the claims automatically for the valid lines or whether a claim analyst should review the batch and initiate the claim creation. This setting overrides the Channel setting Batch Processing Mode.
2. Distributor Contact for Batch - This is the default distributor contact for the point of sale batch.
3. Special Price Agreement Batch Export Report - Use this setting to indicate the report you want to use if you have created a new custom report by copying the predefined Special Price Agreement Batch Export Report.
4. Settlement Method - Use this setting to indicate the distributor’s preferred settlement method for automatically created claims such as special pricing claims. If this setting isn’t configured, then the settlement method will default from the Special Pricing Claim source.

Tips And Considerations

When configuring the Batch Processing Mode for a distributor, consider how strategic the distributor is. For strategic distributors, you may want to pay any valid batch line immediately and tackle any disputes subsequently, hence you may select the Immediate Claim mode. For newer distributors, you may want to hold off payment for valid batch lines until all disputes are addressed, hence you may select the Review and Claim mode to review the claim before payment.

Key Resources

• 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 these privileges can access this feature:

• Manage Special Price Agreements (CJM_MANAGE_SPECIAL_PRICE_AGREEMENTS_PRIV)
• View Special Price Agreements (CJM_VIEW_SPECIAL_PRICE_AGREEMENTS_PRIV)
• Approve Special Price Agreements (CJM_APPROVE_SPECIAL_PRICE_AGREEMENTS_PRIV)
• Manage Special Price Agreements using REST Service (CJM_MANAGE_SPECIAL_PRICE_AGREEMENTS_REST_SERVICE_PRIV)
• Manage Indirect Sales Batches (CJM_MANAGE_INDIRECT_SALES_BATCHES_PRIV)
• View Indirect Sales Batches (CJM_VIEW_INDIRECT_SALES_BATCHES_PRIV)
• Manage Indirect Sales Batches using REST Service (CJM_MANAGE_INDIRECT_SALES_BATCHES_REST_SERVICE_PRIV)
• Process Indirect Sales Data (CJM_PROCESS_INDIRECT_SALES_DATA_PRIV)
• Export Batch (CJM_EXPORT_BATCH_PRIV)
• Export Batch (CJM_EXPORT_BATCH_PRIV_OBI)