Determine Supplier Ship and Debit Program Eligibility

Program eligibility determines the supplier programs that can be applied to a sales order line.

Program eligibility works by evaluating the date effectivity, program, market, and product rules against the corresponding attributes on the sales order line to determine if there is a match. If there is a match, the supplier program is applied to the sales order line. Pricing calculates these accruals and returns them as charge components for each supplier program applied.

Manage Service Mappings for Channel Revenue Management

Service mappings store the eligibility attributes used for eligibility algorithms. To view the service mapping for Channel Revenue Management:

1. From the Navigator, select Pricing Administration.

2. On the Overview page, open the Tasks panel and select Manage Service Mappings.

3. On the Manage Serve Mappings page, select Sales to manage service mappings for Channel Revenue Management.

   • Service Mapping: Sales

   • Service Name: ProgramEligibility

Manage Matrix Classes for Channel Revenue Management

Matrix classes capture the conditions and results (dimensions) for a matrix. The predefined matrix class for Channel Revenue Management is Channel Program Eligibility. Each of the program and market qualifiers in the program must be setup as condition columns in the Channel Program Eligibility matrix class. The predefined qualifiers have already been setup in the Channel Program Eligibility matrix class.

Custom Dimensions for Using Custom Qualifiers

To implement a custom qualifier in the program, you must add it as a dimension with domain in Pricing. After adding the dimension, you can use it as a custom qualifier in your program types. For example, you want to set up a program or market rule as Ship To Country Equals Canada. For this you must first create a custom qualifier for Ship To Country:

1. Add an entry in the lookup code for qualifiers ORA_CJM_QUALIFIER_TYPE. Make note of the lookup code and meaning.

   For example, Lookup Code = SHIP_TO_COUNTRY_ID; Meaning = Ship To Country

2. Sign in to Order Management with administrative privileges.

3. From the Navigator, select Pricing Administration.

4. From the Tasks panel click Manage Matrix Classes.

5. On the Manage Matrix Classes page, select Channel Program Eligibility.

6. On the Edit Matrix Class: Channel Program Eligibility page you can see the predefined dimensions.

7. Click the Add Row icon.

8. In Name field, enter the meaning for the lookup code you entered in ORA_CJM_QUALIFIER _TYPE along with the operator that should be used in the program and market rules.

   For example, Ship To Country Equals

9. In the Source Code Name field, enter the lookup code you entered in ORA_CJM_QUALIFIER _TYPE concatenated with the operator abbreviation. The supported operator abbreviations are E for equal to, NE for not equal to, EGT for greater than or equal to, and ELT for less than or equal to.

   For example, SHIP_TO_COUNTRY_ID_E

10. In the Comparison field, choose the comparison operator.

    For example, =

11. From the Compare to Attribute drop-down list, select the order header, line, order header EFF, or order line EFF attributes that you want to compare.

    For example, Line.ShipToLocationCountry

12. Leave the Required check box deselected.

13. Select the Allow Null and Null Is Wildcard check boxes.

14. From the Domain list, select the Domain type. Choose Lookup, Custom, or None.

    • If you select Lookup, choose the lookup from the Lookup drop-down list.

    • If you select Custom, choose Text or Number from the Data Type drop-down list. Specify the domain values.

    • If you select None, choose Text or Number from the Data Type drop-down list. The user specified values for the dimension (qualifier) isn't validated with this option.

15. Click Save.

Manage Algorithms for Channel Revenue Management

The Price Sales Transaction process consists of a series of algorithm steps used to determine a base list price and arrive at a final price for items.

1. Sign in to Order Management with administrative privileges.

2. From the Navigator, select Pricing Administration.

3. From the Tasks panel click Manage Algorithms. The predefined algorithm for program eligibility is Get Eligible Programs.

Note: If you have previously extended your algorithms, you will need to create a new version from version 0, reconcile your algorithm extension changes to this new version, and then promote the algorithms.