Manage Channel Settings
Use the Manage Settings page to review and update values for the predefined Channel Revenue Management settings. You can't create a new setting, or delete existing ones. You can update them based on your business needs.
In the Setup and Maintenance work area, go to:
- Offering: Order Management/Procurement
- Functional Area: Channel Revenue Management/Supplier Incentives
- Task: Manage Channel Settings
Category | Setting | Description | Required |
---|---|---|---|
Assignment |
Claim Owner |
Use this setting to assign a claim owner for your claims at the BU level. Note: The value you add in this setting is used as the default if you haven't
configured the Customer Trade Profile or the Supplier Trade Profile.
However, it is recommend that you configure the owner for the Customer Trade
Profile and the Supplier Trade Profile.
To create a new assignment:
|
No, but recommended. |
Customer Channel | Calendar | Specify the calendar used to determine the periods for customer channel processing. | Yes, for Customer Annual Volume Programs |
Customer Channel | Catalog | Specify the catalog created in Oracle Fusion Product Information Management for customer channel processing. | Yes, for Customer Annual Volume Programs |
Customer Claim | Automatically Include Programs with Zero Balances | Use this setting to specify whether programs with zero balances should be displayed for accrual association. By default, this is set to Yes and programs with zero balances and programs without accruals (in case pay over is enabled) are displayed for accrual association. No indicates that programs with zero balances and programs without accruals (in case pay-over is enabled) aren't displayed for accrual association. | Yes for Customer Promotion Programs. |
Customer Claim | Automatically Show Available Programs to Associate | By default, programs available to be associated are displayed. Change this setting if you don't want to display the programs available for association. | Yes for Customer Promotion Programs. |
Customer Claim | Override Threshold | Use this setting to specify whether threshold values for pay over earnings can be overridden. | Yes for Customer Promotion Programs. |
Customer Claim | Pay Over Earnings | Use this setting to specify whether payments are allowed to exceed program earnings. | Yes for Customer Promotion Programs. |
Customer Claim | Settlement Type | Use this setting to choose the default settlement type. You can choose between Promotional and Nonpromotional. | Yes, for Deductions and Settlement and Customer Promotion Programs. |
Customer Claim | Threshold Type | Use this setting to choose the threshold type for pay over earnings. | Yes for Customer Promotion Programs. |
Customer Claim | Threshold Value | Use this setting to choose the threshold value for pay over earnings. | Yes for Customer Promotion Programs. |
Manage Claims |
Aging Method for Filtering |
Use this setting to select the aging bucket that should be used to filter claims at your site. Aging Methods can be created in Receivables using the task: Manage Aging Methods. Note: You can select only one aging method, and it must belong to the Common
Set.If you don't configure the aging method, Manage Claims page won't have
the capability to filter by age.
|
Yes, for Deductions and Settlement |
Settlement by Credit Memo - On Invoice |
Credit Method for Accounting Rules |
Use this setting to select the receivables method that must be used to reverse accounting entries for the settlement method Credit Memo - On Invoice, if accounting rules are used in the original invoice.
|
Yes, for Deductions and Settlement |
Settlement by Credit Memo - On Invoice |
Credit Method for Installments |
Use this setting to select the receivables method that must be used to credit installments for the settlement method Credit Memo - On Invoice, if there are multiple installments in the original invoice.
|
Yes, for Deductions and Settlement |
Settlement by Write-off |
Deduction Threshold |
Use this setting to set the threshold amount for your deduction write-offs.
Note: When you update the threshold amount, there's no impact on existing
deductions which are already eligible for write-offs.The write-off threshold amount in Channel Revenue Management must be
between the From Write-off Limit per Receipt and
To Write-off Limit per Receipt in the
Receivables System Options page > Cash Processing tab for the
corresponding BU.
|
Yes, for Deductions and Settlement |
Settlement by Write-off |
Receivables Activity for Receipt Write-Offs |
Use this setting to select the receivables activity that should be used for receipt write-offs for non-invoice related deductions.
|
Yes, for Deductions and Settlement |
Settlement by Write-off |
Receivables Activity for Write-Off Adjustment |
Use this setting to select the receivables activity that should be used for write-off adjustments for invoice related deductions.
|
Yes, for Deductions and Settlement |
Settlement by Write-off |
Write-off Reviewer |
Use this setting to select the claim owner who must review the write-offs for your business unit.
|
No. Note: If you use Redwood, then this setting isn't applicable.
|
Supplier Program Calendar |
Calendar for Accrual Calculation |
Use this setting to specify the calendar period used to associate supplier annual program accruals based on your fiscal periods. Tip: Don't define a calendar based your fiscal periods. Typically a January to
December calendar is used to communicate with all your suppliers.
Tip: The CSV import will fail if the invoice date of the supplier invoice
can't find a matching period. Don't forget to open periods for a new
year.
Caution: You won't be able to update or disable the setting after it's saved.
Recommendation: Start your Period Name with the year. |
Yes, for Supplier Annual Programs |
Supplier Rebate |
Event for Triggering Supplier Rebate Accrual |
Use this setting to specify the event that triggers the creation of supplier rebate accruals.
Note: An important deployment best practices for supplier rebates is
determining when to trigger the posting of accruals. The best practice
approach is that most organizations should trigger the posting of
accruals upon the receipt of a supplier invoice for received goods,
because this validates that the received goods weren't delivered in
error, and there is no doubt with an invoice number which received goods
are being accrued and claimed.
|
Yes, for Supplier Rebate |