How to Set Up Custom Qualifiers Based on Sales Invoice Line Descriptive Flexfields
Here's how you can set up and use custom qualifiers based on Sales Invoice Line descriptive flexfields in your Customer Rebate programs.
Configure Document Line Descriptive Flexfield
- With roles having the required access, navigate to the Setup and Maintenance
work area.
- Offering: Order Management
- Functional Area: Channel Revenue Management
- Task: Manage Channel Descriptive Flexfields
- On the Manage Channel Descriptive Flexfields page, search for the Channel Document Line DFF as the name- and click to edit it.
- On the Edit Descriptive Flexfields: Channel Document Line DFF page, in the
Global Segments section, click Actions >
Create to create a new Global Segment.
Field Value Name AccountNumber_Linedff Code AccountNumber_Linedff API Name accountnumberLinedff Enabled Ensure the check box is selected - Click Create Value Set.
- On the Create Value Set page, enter the details, and save your work. For
example:
Field Value Value Set Code Numbersequence Description Numbersequence Module Channel Revenue Management Validation Type Independent Value Data Type Number - Click Manage Values and ensure the values are enabled and
save your work. For example:
Attribute Value Description Enabled Value 2 2 Selected Note: This attribute value should have been specified in the sales order and available in the imported CSV file to qualify the program. - On the Manage Channel Descriptive Flexfields page, search for the Channel Document Header DFF, and click Actions > Deploy Flexfield. Wait for the deployment dialog to indicate that deployment successfully finished, then click OK
- Verify your setup.
Download the Flexfield Archive and Obtain the View Object Details for the Channel Document Line Descriptive Flexfields Context
- From the Manage Channel Document Header Descriptive Flexfields page, select your flexfield.
- From the Actions menu, select Download Flexfield Archive. Wait for the dialog to indicate that the archive successfully finished, then click Download. Save the 10566_CJM_DOCUMENT_LINE_DFF.zip file to your local hard drive.
- Open the file, extract and get the information for the context from the location: 10566_CJM_DOCUMENT_LINE_DFF.zip\oracle\apps\flex\scm\cjm\indirectSales\documentLineFlex\view
- Open the XML file CjmDocumentLineDFFVO.xml for your flexfield to see the VO name. For example, name = CjmDocumentLineDFFVO
- You can also get the attribute name from the XML file. For example, ViewAttribute Name = accountnumberLinedff.
Manage Service Mapping Setup Using Sandbox After Identifying the Channel Document Line Descriptive Flexfields
- With the appropriate pricing administrator role, navigate to the Sandboxes page.
- In the Navigator, Configuration, click Sandboxes.
- On the Sandboxes page, click Create Sandbox.
- On the Create Sandbox page, enter a name for the sandbox. For example, CR_Sandbox1
- Select the check box for the Manage Service Mappings tool, then click Create and Enter.
- Navigate to the Pricing Administration work area, select Manage
Service Mappings from the panel.Note: A yellow banner displays at the top of the page to indicate that you're in the sandbox.
- On the Manage Service Mappings page, click Channel.
- On the Edit Service Mapping: Channel page, click the Entities tab. You use the
Entities tab to define the entity and its attribute details that receives the
output of the service mapping. On the Entities tab, click
Actions > Add Row, and enter
the following details:
Field Value Entity Name of your entity, for example, AccountnumberLinedff_Custom Description A description containing information about the entity for the flexfield on the order header. For example, AccountnumberLinedff_Custom. - In the Details section, add the following attributes, for example, and then save
your work.
Attribute Type Primary Key Allow Null DocumentLineId_Custom Long Selected Selected AccountnumberLinedff_Custom Long Leave this blank Selected - To specify the services, click the Services tab, select ProgramEligibility.
- In the ProgramEligibility: Details section, select the Entities tab, click
Actions > Add Row, enter the
following values, for example, and then save your work.
Field Value Entity AccountnumberLinedff_Custom Read Selected Write Leave this blank - In the Entities section for the entity you created, add the following
attributes, for example, and then save your work.
Attribute Alias Read Write Parent Attribute DocumentLineId_Custom Leave this blank Selected Leave this blank Leave this blank AccountnumberLinedff_Custom Leave this blank Selected Leave this blank Leave this blank - On the Edit Service Mappings: Channel page, select the Sources tab.
- For each of the following sources, add the entity you created, and add the
following details in the Entity Mappings tab of the Details section:
In the details section of your entity, on the Attributes Mappings tab, enter the attributes of the entity you created and the view object attributes from the XML file, for example:Field Value Source ChannelProgramsForCustomerDocument Entity The name of the entity you created. For example, AccountnumberLinedff_Custom . Type View object View Object The name of the view object. You retrieve this information from the downloaded flexfield definition XML file. For example, CjmDocumentLineDFFVO Query Type Unique identifier Query Attribute DocumentLineId Attribute View Object Attribute DocumentLineId_Custom DocumentLineId AccountnumberLinedff_Custom accountnumberLinedff - Click Save and Publish the sandbox. Once it is published, when the Eligibility REST is described, the attributes should be visible in the payload.
Pricing Algorithm Setup
After any customizations you must update the changes in the Pricing algorithm and publish it.
- From the Navigator, select Pricing Administration.
- From the Tasks panel click Manage Algorithms. Select the
algorithm for program eligibility, Get Eligible
Programs.Note: You must create a new version of Get Eligible Programs to make changes and publish it. You cannot modify published versions, for example, Version 0 and Version 1.
- On the Edit Algorithm: Get Eligible Programs page, select Process
Supplier Ship and Debit or Customer Rebate Programs >
Process Eligible Program Headers. In the Data Sets
section of the Algorithm tab, add the data set you created using
Service Mappings. Add the following details under the
Header data set row:
Field Value Name Enter your custom entity name here. For example, AccountnumberLinedff_Custom. Variable Path Add the variable path to your custom entity here. For example, EligibityRequest.CustomernumberLinedff_Custom Primary Leave this blank. Cardinality Zero or one Data Set Join [DocumentLineId_Custom:{Line.LineId}] Order By Leave this blank. - In the Algorithm tab, select Process Each Program
Candidate > Expand Process Program Eligibility
> Invoke Program Eligibility Matrix. Add the
following details under the Header data set row:
Field Value Name Enter your custom entity name here. For example, AccountnumberLinedff_Custom. Variable Path Add the variable path to your custom entity here. For example, EligibityRequest.AccountnumberLinedff_Custom. Primary Leave this blank. Cardinality Zero or one Data Set Join [DocumentLineId_Custom:{Line.LineId}] Order By Leave this blank. - Verify your setup, save, and then click Actions and Publish to publish the algorithm.
Adding Custom Dimension Based on DFF Setup
- With the appropriate pricing administrator role, navigate to the Manage Matric
Classes page.
- Offering: Order Management
- Functional Area: Pricing Administration
- Task: Manage Matrix Classes
- Click Channel Program Eligibility to select and edit it.
- Click Actions > Add Row in the
Condition Columns section and add a column, for example:
Field Value Name Enter an entity name here. For example, Account Number. Source Code Name Enter a value for example, ACCOUNT_NUMBER_E. Comparison = Compare to Attribute AccountnumberLinedff_Custom.AccountnumberLinedff_Custom Allow Null Selected Null is Wildcard Selected Domain Number
Adding the Lookup Code to the Channel Lookup
-
- With the appropriate channel role, navigate to the Setup and Maintenance
page.
- Offering: Order Management
- Functional Area: Channel Revenue Management
- Task: Manage Channel Lookups
- With the appropriate channel role, navigate to the Setup and Maintenance
page.
- On the Manage Channel Lookups page, search for ORA_CJM_CUS_REBATE_QUAL as the Lookup Type.
- Click Actions > New to add the
following lookup code:
Field Value Lookup Code Enter a name here. For example, ACCOUNT_NUMBER. Enabled Selected Meaning Enter a description here. For example, Account Number - Click Actions > New to add another
lookup code:
Field Value Lookup Code Enter a name here. For example, ACCOUNT_NUMBER. Enabled Selected Meaning Enter a description here. For example, Account Number