Manage Program Types

Program types incorporate channel processing guidelines such as defining how a program is created, applied, and processed.

Program types control and simplify program creation. For example, within a predefined program template such as Supplier Ship and Debit, a distributor can configure different flavors of supplier ship and debit as different program types.

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

1. In the Setup and Maintenance work area, go to:

   • Offering: Order Management/Procurement

   • Functional Area: Channel Revenue Management/Supplier Incentives

   • Task: Manage Channel Program Types

2. On the Manage Channel Program Types page you can create and update your program types. Click the Create icon. The Create Program Type page opens.

Create Supplier Rebate Program Type

1. From the Based on Predefined Program Template drop-down list, select Supplier Rebate.

2. Enter a name for your program type in the Name field.

3. Enter a code for your program type in the Program Type Code field. This code:

   • Acts as a unique identifier for the program type, and is required.

   • Is used to identify and synchronize setup data across multiple environments.

   • Is not available to users in the transactional pages.

4. Update the Prefix field if required. This value acts as the prefix for your Program Code while creating a program. The predefined prefix for the supplier rebate template is REB.

5. On the Qualifiers tab:

   1. Select the applicable date contexts for your programs. From the Qualify Programs Based On drop-down list select either:

      • Purchase Order Date: If you select this, the channel programs created with this program type are qualified by matching them against the date on the PO.

      • Receipt Transaction Date: If you select this, the programs are qualified by matching them against the transaction date in the receiving transaction.

      • Requested Delivery Date: If you select this, the programs are qualified by matching them against the requested delivery date on the order line.

      • Requested Ship Date: If you select this, the programs are qualified by matching them against the requested ship date on the order line.

      • Shipped Date: If you select this, the programs are qualified by matching them against the shipped date on the receipt.

      • Supplier Invoice Date: If you select this, the programs are qualified by matching them against the invoice date on the supplier invoice.

        Note: Supplier Invoice Date doesn't apply to supplier rebates via the direct integration to inbound receiving transactions.

   2. Add the qualifiers you want for your program and market rules. The values in the drop-down list are from the lookup ORA_CJM_SUP_REBATE_QUAL.

6. On the Optional Defaulting tab:

   Specify the defaults for your programs.

   • Default Program Currency To: Select the default currency for your program from the drop-down list. For example, US Dollar.

   • Default Discount Type for Product Rules To: Select the default discount type for your product rule from the drop-down list. Available values are Amount and Percent.

7. Click Save. The program type is created in the Draft status.

Create Supplier Annual Program Type

1. From the Based on Predefined Program Template drop-down list, select Supplier Annual Program.

2. Enter a name for your program type in the Name field.

3. Enter a code for your program type in the Program Type Code field. This code:

   • Acts as a unique identifier for the program type, and is required.

   • Is used to identify and synchronize setup data across multiple environments.

   • Is not available to users in the transactional pages.

4. Update the Prefix field if required. This value acts as the prefix for your Program Code while creating a program. The predefined prefix for the supplier annual program template is ANN.

5. On the Optional Defaulting tab:

   Specify the defaults for your programs.

   • Default Program Currency To: Select the default currency for your program from the drop-down list. For example, US Dollar.

   • Default Calculation Method: Select the default calculation method for your program. Available values are Retrospective and Stepped.

   • Default Tier Type: Select the default tier type for your volume rule. Available values are Purchases and Quantity.

6. Click Save. The program type is created in the Draft status.

Create Supplier Ship and Debit Program Type

1. From the Based on Predefined Program Template drop-down list, select Supplier Ship and Debit.

2. Enter a name for your program type in the Name field.

3. Enter a code for your program type in the Program Type Code field. This code:

   • Acts as a unique identifier for the program type, and is required.

   • Is used to identify and synchronize setup data across multiple environments.

   • Is not available to users in the transactional pages.

4. Update the Prefix field if required. This value acts as the prefix for your Program Code while creating a program. The predefined prefix for the supplier ship and debit template is SSD.

5. On the Qualifiers tab:

   1. Select the applicable date contexts for your programs. From the Qualify Programs Based On drop-down list select either:

      • Ordered Date: If you select this, the channel programs created with this program type are qualified by matching them against the ordered date on the order.

      • Requested Ship Date: If you select this, the channel programs created with this program type are qualified by matching them against the requested ship date on the order line.

   2. Add the qualifiers you want for your program and market rules. The values in the drop-down list are from the lookup ORA_ CJM_QUALIFIER_ TYPE.

6. On the Pricing Integration tab:

   • Specify the pricing charge definitions. Pricing uses these to determine the accrual for an item.

     1. From the Charge Type drop-down list, select the type of charge for the items in your program. For example, sale, service, or freight.

     2. From the Charge Subtype drop-down list, select the subtype for the items in your program. This provides additional details about the charge. For example, the charge is a price or a fee.

   • Specify the pricing basis for your discount types.

     1. From the Basis for Percent drop-down list, select the pricing basis for a discount based on a percentage.

     2. From the Basis for New Cost drop-down list, select the pricing basis for a discount based on a new cost.

     Note: You must select the pricing basis if your product rule discount is based on New Cost or Percent.

7. On the Order Management Integration tab:

   Specify the Order Management action for sales orders created with programs of this program type.

   • Apply Program Manually To Order: If you select this check box, the program won't be automatically applied to the eligible sales orders. You have to manually add them from the Manage Incentives dialog box.

   • Prevent User from Declining a Program: If you select this check box, you can't remove the program from the sales order after it gets applied.

8. On the Optional Defaulting tab:

   Specify the defaults for your programs.

   • Default Program Currency To: Select the default currency for your program from the drop-down list. For example, US Dollar.

   • Default Discount Type for Product Rules To: Select the default discount type for your product rule from the drop-down list. Available values are Amount, New Cost, and Percent.

9. Click Save. The program type is created in the Draft status.

Activate Program Types

To activate a program type, with roles allowing access, open your program type from the Manage Program Types page. Click Activate on the Actions drop-down button. A program type in the draft status can either be activated or deleted.

An active program type can be made inactive. Open the program type and from the Actions drop-down button, click Inactivate. The status changes to Closed for New Programs.

Note: You can delete a program type after its activation only if there aren't any programs associated with the program type.