Adjust rates for active customer rebate programs

Revise rebate rates in active customer rebate programs for any period between the program effective dates. The application recalculates the rebate amounts based on the new rates and creates accruals for the difference in the rebate amounts.

Realize these benefits:

• Respond quickly to market changes by updating rebate rates for existing product lines with flexible past, current, or future effective dates.

• Maintain financial accuracy by applying revised rates without repricing sales orders that have already accrued.

• Reduce administrative effort by updating active rebate programs instead of rebuilding programs or creating manual adjustment for the rate changes.

Program detail

New adjustment creation

Adjustment product details

Adjustment summary - Active status

Program product details - Show All

Program product details - Show Active

Create accruals for program adjustment

Adjustment summary - Closed status

Adjustment detail - Closed status

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.

Tips and considerations

• The adjustment effective date can be past, current, or future dated, but must be within the program dates. A past date can't be earlier than the program start date.

• The adjustment uses the revised rate with existing accruals and doesn't reprice sales-order lines that have already accrued. It also uses the program date context, such as Invoice Date.

• The adjustment page displays the latest eligible revision for each product-rule line, including applicable future-dated lines. Lines without a new discount value aren't changed.

• A warning identifies product-rule lines that start after the adjustment effective date. Sales orders in this date gap weren't previously qualified, aren't recalculated, and require a manual adjustment.

• When a rate changes, the application creates a new product-rule line from the adjustment effective date and end-dates the prior line one day earlier, maintaining a clear effective-date history.

• This feature applies only to Customer Promotion programs.

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 are using custom job roles, then you need to add privileges identified as new in this update as well as validate that you have the previously delivered privileges listed.

Privilege status	Privilege name and code
New	Manage Channel Customer Program Adjustments CJM_MANAGE_CHANNEL_CUSTOMER_PROGRAM_ADJUSTMENTS_PRIV
New	View Channel Customer Program Adjustments CJM_VIEW_CHANNEL_CUSTOMER_PROGRAM_ADJUSTMENTS_PRIV
New	Create Accruals for Program Adjustments CJM_CREATE_ACCRUALS_FOR_PROGRAM_ADJUSTMENTS_PRIV
Existing	Manage Customer Programs  CJM_MANAGE_CUSTOMER_PROGRAMS_PRIV
Existing	View Only Activity  ZMM_VIEW_ONLY_ACTIVITY_PRIV