Roadmap for Setting Up Customer Promotions

The sell side channel flow receives and administers discounts to customers.

Note: Implement Deductions and Settlement before implementing customer promotions. Start with the Roadmap for Setting Up Deductions and Settlement.

Use this roadmap as a check list to implement the sell side promotion 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 Customer Channel Management.
2. If you need deductions from Receivables, then opt in to the Deductions and Settlement feature. Then opt in to the Manage Deduction Claims Using Redwood Pages feature .
3. Under the offering: Financials and functional area: Receivables, navigate to the task Manage Receivables System Options. Search for and select your business unit. Click the Cash Processing tab. Select the Enable channel revenue management integration check box and click Save.
4. Under the offering: Financials, navigate to the task Manage Legal Entity Configurator Profile Options. Set the profile Enable Legal Entity Time Zone at the Site level.
5. Run the ESS job to create index definition and perform initial ingest to OSCS scheduled process to create index definitions and perform the initial ingest to OSCS for the program index.
6. Optionally, you can set the Default Business Unit profile option at the user level when creating a program and viewing the customer checkbook.
7. Configure program types.
8. Configure user statuses for programs (optional).
9. Manage the channel settings:
   • Automatically Show Available Programs to Associate. By default, Available Programs to Asscociate are displayed. Change this setting if you don't want to display the programs available for association.
   • Settlement Type (optional)
10. Manage user statuses.
11. Manage customer claim types.
12. Manage customer claim reasons.
13. Manage the claim source for Deductions, Invoice Deductions and Manual Claims. Configure Credit Memo - On Account as the default settlement method.
14. Manage SLA setup tasks.

Schedule Processes You Must Run

You must schedule the following processes for customer rebates:

• Import sales orders and invoices using the CSV file from Tools > Import Management
• Schedule the Creation of Accruals for Batches
• Schedule the Accounting of Channel Accruals and Relief of Accruals to General Ledger
• Schedule the Clean Up of Unprocessed Accounting Events for Channel Transactions
• Settle Customer Claims