Use customer group qualifiers in customer program eligibility rules

Idea Lab

Create customer rebate and customer volume program eligibility rules based on customer group qualifiers.

Realize these benefits:

• Simplify how you specify customer rules that apply to a group of customers.
• Reduce complexity and save time.

Customer groups

Customer group - Independent Dealers

Customer group - United Retail Partners

Customer rules using customer group

Steps to enable and configure

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 have already implemented Customer Programs, then you don't need to do anything to enable this feature.
2. If you haven’t implemented Customer Channel Programs, then refer to the Roadmap for Setting up Customer Channel Programs chapter in the Implementing Channel Revenue Management guide.
3. Setup the customer groups in the Pricing application. Refer to Redwood: Set Up Customer Pricing for setup details.
4. Create a new program type and add the Customer Group qualifier to it. In a future release, we will allow you to add qualifiers to active program types.

Tips and considerations

• The account number in the Customer Group maps to the customer's bill-to account on the sales order's header.
• The registry ID in the Customer Group maps to the registry ID of the sold-to customer on the sales order's header.
• The customer's inclusion in the customer group doesn't have date effectivity.
• If the customer group is defined for a specific customer account and the sold-to customer is not the same as the bill-to customer on the sales order header, then the customer group will not apply.

Key resources

• 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 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

If you're using custom job roles, then you need to add privileges identified as new in this update as well as validating you have the existing privileges listed.

Privilege status	Privilege name and code
Existing	Manage Customer Programs  CJM_MANAGE_CUSTOMER_PROGRAMS_PRIV
Existing	View Only Activity  ZMM_VIEW_ONLY_ACTIVITY_PRIV