Contents

• Title and Copyright Information
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1 Overview of Customer Channel Management

• Channel Flows: Buy Side vs Sell Side
• Deductions and Settlement
  • Deductions and Settlement
  • How Deductions and Settlement Works
  • How Deductions and Settlement Works with Receivables and Payables
  • How Claims Are Processed
• Customer Programs
  • Overview of Customer Programs
  • How Customer Programs Work
  • How Customer Programs are Executed Against Invoiced Sales Orders
  • Solution Components of Sell Side Flows
  • Overview of Managing Manual Adjustments
  • How Customer Claims Are Processed
  • How Customer Accruals are Accounted
• Sign in to Channel Revenue Management

2 Manage Customer Programs

• Search Customer Programs

3 Customer Annual Co-op Programs

• Elements of a Customer Annual Co-op Program
• Create a Customer Annual Co-op Program

4 Customer Annual Volume Programs

• Elements of a Customer Annual Volume Program
• Create Customer Annual Volume Program
• Import Product Rules Using Oracle Visual Builder Excel Add-in

5 Customer Promotion Programs

• Elements of a Customer Promotion Program
• Create Customer Promotion Program

6 Customer Volume Programs

• Elements of a Customer Volume Program
• Create Customer Volume Program
• Import Product Rules Using Oracle Visual Builder Excel Add-in

7 Customer Lump Sum Programs

• Elements of a Customer Lump Sum Program
• Create Lump Sum Program

8 Manage Adjustments

• Adjustment Statuses

9 Checkbook

• Customer Checkbook
• Program Checkbook

10 Manage Customer Trade Profiles

• Profile Levels
• Create Customer Trade Profiles
• Standardize Customer Claim Reasons

11 Manage Customer Channel Operations

• Overview of Sell Side Scheduled Processes
• Schedule the Loading of CSV Sales Orders and Invoices
• Schedule the Accounting of Channel Accruals and Relief of Accruals to General Ledger