Use multiple exclusion conditions in customer program eligibility rules

Idea Lab

Use multiple exclusion conditions in customer rules for customer rebate and customer volume programs. You can also use customer groups in exclusion conditions.

Realize these benefits:

  • Simplify how you specify customer rules with multiple exclusion conditions.
  • Reduce complexity and save time.

Customer Groups

Customer groups

Customer Group - Independent Dealers

Customer group - Independent Dealers

Customer Group - United Retail Partners

Customer group - United Retail Partners

Customer rules with multiple exclusions

Customer rules with multiple exclusions

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

  • You can specify multiple exclusions in customer rules, but not in additional condition rules.
  • You cannot exclude a qualifier in the customer rule and additional condition rule.

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