1. Implementing Channel Revenue Management
  2. Manage Program Types

Manage Program Types

The purpose of a program type is to model the enterprise’s channel business requirements by configuring features of a program type based on a program template.

The program type controls and simplifies the program creation. When a program manager creates a program, the identification of a program type is required and this drives how a program is created, applied, and processed.

Use configurable program types to create programs.

Program Type for Customer Annual Co-op Programs

The customer annual co-op template supports different date contexts, such as actual ship date, invoice date, order date, requested arrival date, and requested shipped date. You can define product eligibility by item, category, or for all items. Product eligibility supports exclusions by item or category. Specify discount type for product rules in terms of the percentage or the amount per unit. The program applies to all customers, and rebates are defined for each product rule. Eligible sales are obtained from sales orders, which are imported through a CSV file.

You can create and update customer annual co-op program types from the Manage Program Types page.

  1. In the Setup and Maintenance work area, go to:
    • Offering: Order Management
    • Functional area: Channel Revenue Management
    • Task: Manage Channel Program Types
  2. On the Manage Program Types page you can create and update your program types. Click the Create icon. The Create Program Type page appears.
  3. From the Based on Predefined Program Template list, select Customer Annual Co-op.
  4. Enter a name for your program type in the Name field.
  5. Enter a code for your program type in the Program Type Code field. This code:
    • Acts as a unique identifier for the program type.
    • Is used to synchronize setup data across multiple environments.
    • Isn’t available to users in the transactional pages.
  6. Update the Prefix field if required. This value acts as the prefix for your Promotion Code while creating a program. The predefined prefix for the customer volume program template is COOP.
  7. On the Features tab, select the Enable program beneficiary check box to specify an alternate beneficiary to whom the accrued earnings will be paid. The beneficiary can be different from the eligible customer on the sales transaction. Alternate beneficiaries are defined within the context of a program and must be a customer. Enable this check box for a royalty program type.
  8. On the Qualifiers tab, select the applicable date contexts for your programs. From the Qualify Programs Based On list of values select either:
      • Invoice Date: If you select this, then the programs are qualified by matching them against the invoice date.
        Note: It is recommended that you use this qualifier for Customer Annual Volume and Customer Annual Co-op programs.
      • Actual Ship Date: If you select this, then the channel programs created with this program type are qualified by matching them against the actual ship date.
      • Order Date: If you select this, the programs are qualified by matching them against the order date.
      • Requested Arrival Date: If you select this, the programs are qualified by matching them against the requested arrival date.
      • Requested Ship Date: If you select this, the programs are qualified by matching them against the requested ship date.
  9. On the Accrual Calculation tab, specify the pricing charge definition that Pricing associates with an item. Select a pricing basis for discount types from the following:
    • Unit List Price: If you select this, then you offer a discount on the unit list price of the item.
    • Unit Selling Price: If you select this, then you offer a discount on the unit selling price of the item.
    Note: If you select Unit List Price, then you must ensure that the Unit List Price is specified in the sales transaction CSV file. The Unit Selling Price is mandatory in the sales transaction.
  10. On the Optional Defaulting tab, specify the defaults for your programs.
    • Default Program Currency To: Select the default currency for your program from the list of values. For example, US Dollar.
    • Default Discount Type for Product Rules To: Select the default discount type for your product rule from the list of values. Available values are Amountand Percent.
  11. Click Save and Close. The program type is created in the Draftstatus.

Program Type for Customer Annual Volume Programs

The annual volume program template supports aggregation and tracking of cumulative sales revenue or quantity across orders for a specified period.

This program type enables you to calculate retrospective volume rebates on a periodic basis. Ensure you have set up a Catalog under Customer Claims from the Manage Settings page.

You can create and update customer annual volume program types from the Manage Program Types page.

  1. In the Setup and Maintenance work area, go to:
    • Offering: Order Management
    • Functional Area: Channel Revenue Management
    • Task: Manage Channel Program Types
  2. On the Manage Program Types page you can create and update your program types. Click the Create icon. The Create Program Type page appears.
  3. From the Based on Predefined Program Template list, select Customer Annual Volume.
  4. Enter a name for your program type in the Name field.
  5. Enter a code for your program type in the Program Type Code field. This code:
    • Acts as a unique identifier for the program type.
    • Is used to synchronize setup data across multiple environments.
    • Isn’t available to users in the transactional pages.
  6. The Prefix field is automatically populated when you select the program template. This value acts as the prefix for your Promotion Code while creating a program. The predefined prefix for the customer annual volume program template is CAV.
  7. On the Qualifiers tab, specify the applicable date contexts for programs and select the Default check box. The date contexts are:
    • Invoice Date: If you select this, then the programs are qualified by matching them against the invoice date.
      Note: It is recommended that you use this qualifier for Customer Annual Volume and Customer Annual Co-op programs.
    • Actual Ship Date: If you select this, then the channel programs created with this program type are qualified by matching them against the actual ship date.
    • Order Date: If you select this, the programs are qualified by matching them against the order date.
    • Requested Arrival Date: If you select this, the programs are qualified by matching them against the requested arrival date.
    • Requested Ship Date: If you select this, the programs are qualified by matching them against the requested ship date.
  8. On the Accrual Calculation tab, specify the pricing charge definition that Pricing associates with an item. Select a pricing basis for discount types from the following:
    • Unit List Price: If you select this, then you offer a discount on the unit list price of the item.
    • Unit Selling Price: If you select this, then you offer a discount on the unit selling price of the item.
    Note: If you select Unit List Price, then you must ensure that the Unit List Price is specified in the sales transaction CSV file. The Unit Selling Price is mandatory in the sales transaction.
  9. On the Optional Defaulting tab, select the default for your programs. You can set the currency and calculation method to be used during program creation and also specify the default tier to be used during discount rule creation.
    • Default Program Currency To: Select the default currency for your program from the list of values. For example, US Dollar.
    • Default Calculation Method To: By default, this is set to Retrospective.
    • Default Tier Type: Select the default tier type from the list of values to be used during creation of discount rules. Available values are Quantity and Sales.

  10. From the Actions menu, select Activate to active the annual volume program type.

Program Type for Customer Promotion Programs

The customer promotion template supports different date contexts and customer eligibility based on the customer, bill-to, or ship-to qualifiers. Additional conditions may be based on order type, order line type, warehouse, or salesperson qualifiers. Specify product rebates in terms of the percentage or the amount per unit.

A program type can restrict the date contexts, selection of qualifiers, or the type of rebates available to simplify program creation.

You can create and update customer promotion program types from the Manage Program Types page.

  1. In the Setup and Maintenance work area, go to:
    • Offering: Order Management
    • Functional area: Channel Revenue Management
    • Task: Manage Channel Program Types
  2. Click the Create icon to open the Create Program Type page.
  3. Select Customer Promotion from the Based on Predefined Program Template list of values.
  4. Enter a name for your program type in the Name field.
  5. Enter a code for your program type in the Program Type Code field. This code:
    • Acts as a unique identifier for the program type.
    • Is used to synchronize setup data across multiple environments.
    • Isn’t available to users in the transactional pages.
  6. Update the Prefix field if required. This value acts as the prefix for your Promotion Code while creating a program. The predefined prefix for the customer promotion template is CREB.
  7. Select the Enable program beneficiary check box to specify an alternate beneficiary to whom the accrued earnings will be paid. The beneficiary can be different from the eligible customer on the sales transaction. Alternate beneficiaries are defined within the context of a program, and must be a customer. Enable this check box for a royalty program type.
  8. On the Qualifiers tab:
    1. Select the applicable date contexts for your programs. From the Qualify Programs Based On list of values select either:
      • Actual Ship Date: If you select this, then the channel programs created with this program type are qualified by matching them against the actual ship date.
      • Invoice Date: If you select this, then the programs are qualified by matching them against the invoice date.
      • Order Date: If you select this, the programs are qualified by matching them against the order date.
      • Requested Arrival Date: If you select this, the programs are qualified by matching them against the requested arrival date.
      • Requested Ship Date: If you select this, the programs are qualified by matching them against the requested ship date.
    2. Add the qualifiers you want for your customer and additional conditions rules. The values in the list of values are from the lookup ORA_CJM_CUST_REBATE_QUAL.
  9. On the Accrual Calculation tab, specify the pricing charge definition that Pricing associates with an item. Select a pricing basis for discount types. You can choose between Unit List Price and Unit Selling Price. If you select Unit List Price, then you must ensure that the Unit List Price is specified in the sales transaction CSV file. The Unit Selling Price is mandatory in the sales transaction.
  10. On the Optional Defaulting tab, specify the defaults for your programs.
    • Default Program Currency To: Select the default currency for your program from the list of values. For example, US Dollar.
    • Default Discount Type for Product Rules To: Select the default discount type for your product rule from the list of values. Available values are Amount and Percent.
  11. Click Save. The program type is created in the Draft status.

Program Type for Customer Volume Programs

With the customer volume template, you can define percentage rebates based on sales value attainment tiers or amount per unit rebates based on sold quantity attainment tiers. The program supports retrospective calculations, and you can define product eligibility by item or for all items with exclusions. Eligible sales are obtained from sales orders, which are imported through a CSV file.

You can create and update customer volume program types from the Manage Program Types page.

  1. In the Setup and Maintenance work area, go to:
    • Offering: Order Management
    • Functional area: Channel Revenue Management
    • Task: Manage Channel Program Types
  2. Click the Create icon to open the Create Program Type page.
  3. From the Based on Predefined Program Template list, select Customer Volume.
  4. Enter a name for your program type in the Name field.
  5. Enter a code for your program type in the Program Type Code field. This code:
    • Acts as a unique identifier for the program type.
    • Is used to synchronize setup data across multiple environments.
    • Isn’t available to users in the transactional pages.
  6. The Prefix field is automatically populated when you select the program template. This value acts as the prefix for your Promotion Code while creating a program. The predefined prefix for the customer volume program template is CVOL.
  7. On the Features tab, Select the Enable program beneficiary check box to specify an alternate beneficiary to whom the accrued earnings will be paid. The beneficiary can be different from the eligible customer on the sales transaction. Alternate beneficiaries are defined within the context of a program and must be a customer. Enable this check box for a royalty program type.
  8. On the Qualifiers tab:
    1. Specify the applicable date contexts for programs from the Qualify Programs Based On list and select the Default check box. The date contexts are:
      • Actual Ship Date: If you select this, then the channel programs created with this program type are qualified by matching them against the actual ship date.
      • Invoice Date: If you select this, then the programs are qualified by matching them against the invoice date.
      • Order Date: If you select this, the programs are qualified by matching them against the order date.
      • Requested Arrival Date: If you select this, the programs are qualified by matching them against the requested arrival date.
      • Requested Ship Date: If you select this, the programs are qualified by matching them against the requested ship date.
    2. Add the qualifiers you want for your customer and additional conditions rules. The values in the list of values are from the lookup ORA_CJM_CUST_REBATE_QUAL.
  9. On the Accrual Calculation tab, specify the pricing charge definition that Pricing associates with an item. Select a pricing basis for discount types from the following:
    • Unit List Price: If you select this, then you offer a discount on the unit list price of the item.
    • Unit Selling Price: If you select this, then you offer a discount on the unit selling price of the item.
      Note: : If you select Unit List Price, then you must ensure that the Unit List Price is specified in the sales transaction CSV file. The Unit Selling Price is mandatory in the sales transaction.
  10. On the Optional Defaulting tab, select the default for your programs. You can set the currency and calculation method to be used during program creation and specify the default tier to be used during discount rule creation.
    • Default Program Currency To: Select the default currency for your program from the list of values. For example, US Dollar.
    • Default Calculation Method To: By default, this is set to Retrospective.
    • Default Tier Type: Select the default tier type from the list of values to be used during creation of discount rules. Available values are Quantity and Sales.
  11. Click Save and Close. The program type is created in the Draftstatus.

Program Type for Customer Lump Sum Programs

The lump sum program template supports lump sum programs that are customer-specific and target a single customer at a time.

This program type enables you to default the program currency and product distribution.

You can create and update lump sum program types from the Manage Program Types page.

  1. In the Setup and Maintenance work area, go to:
    • Offering: Order Management
    • Functional Area: Channel Revenue Management
    • Task: Manage Channel Program Types
  2. On the Manage Program Types page you can create and update your program types. Click the Create icon to open the Create Program Type page.
  3. From the Based on Predefined Program Template list, select Customer Lump Sum.
  4. Enter a name for your program type in the Name field.
  5. Enter a code for your program type in the Program Type Code field. This code:
    • Acts as a unique identifier for the program type.
    • Is used to synchronize setup data across multiple environments.
    • Isn’t available to users in the transactional pages.
  6. Update the Prefix field if required. This value acts as the prefix for your Promotion Code while creating a program. The predefined prefix for the customer lump sum program template is CLUM.
  7. On the Optional Defaulting tab, select the defaults. The defaults you select here determine the defaults during program creation.

    • Default Program Currency To: Optionally, select a default currency.

    • Default Product Distribution Type To: Optionally, select the type of product distribution. You can choose from Amount, Even, or Percent.

  8. From the Actions menu, select Activate to active the lump sum program type.

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