Roadmap for Setting Up Buy Side: Supplier Annual Rebates

The buy side channel flow receives and administers discounts from suppliers and manufacturers. End users of Channel Revenue Management get separate UIs for buy side vs sell side channel flows.

Use this roadmap as a check list to implement the buy side supplier annual rebate channel flow. Each of these setup steps is explained in detail in the later sections of this guide.

Use the Functional Setup Manager to:

1. Opt in to Channel Revenue Management, and Supplier Channel Management

2. Manage the channel setting: Calendar for Accrual Calculation

3. Manage user statuses

4. Manage programs types

5. Manage adjustment types and reasons

6. Manage claim types

7. Manage claim reasons

8. Manage these claim sources and their settlement methods:

   • Supplier Annual Program - Claim

   • Supplier Annual Program - Debit Claim

9. Manage SLA setup tasks

10. To leverage supplier categories in program definition and reporting:

    • Create a supplier catalog in PIM with no functional area.

    • Create a supplier trade profile at supplier level and specify the supplier catalog.

Scheduled Processes You Must Run

You must schedule these processes for supplier annual rebates:

• Create Accruals for Volume Programs

• Create Accounting (from Oracle Fusion Subledger Accounting)

• Sweep Channel Transaction Accounting Events

• Import Payables Invoices (Oracle Fusion Payables scheduled process). The Source parameter must be set to Claims.

• Generate Supplier Claims

• Close Settled Claims