How to Set Up Custom Qualifiers Based on Sales Invoice Header Descriptive Flexfields

Here's how you can set up and use custom qualifiers based on Sales Invoice Header descriptive flexfields in your Customer Rebate programs.

Configure Document Header Descriptive Flexfield

With roles having the required access, navigate to the Setup and Maintenance work area.
- Offering: Order Management
- Functional Area: Channel Revenue Management
- Task: Manage Channel Descriptive Flexfields
On the Manage Channel Descriptive Flexfields page, search for the Channel Document Header DFF as the name, and click to edit it.

On the Edit Descriptive Flexfields: Channel Document Header DFF page, in the Global Segments section, click Actions > Create to create a new Global Segment.

Field	Value
Name	Customer_Project_headerDff
Code	Customer_Project_headerDff
API Name	customerProjectHeaderdff
Enabled	Ensure the check box is selected

Click Create Value Set.

On the Create Value Set page, enter the details, and save your work. For example:

Field	Value
Value Set Code	Customer_Project
Description	Customer_Project
Module	Channel Revenue Management
Validation Type	Independent
Value Data Type	Character

In the Definition section, enter the following details, and save your work. For example:

Field	Value
Value Subtype	Text
Maximum Length	15

Click Manage Values and ensure the values are enabled and save your work. For example:

Attribute	Value	Description	Enabled
Value	Project1	Project1	Selected
Value	Project2	Project2	Project2
Value	Project3	Project3	Project3

Note: This attribute value should have been specified in the sales order and available in the imported CSV file to qualify the program.

Return to the Create Segment page, enter the required details, and save your work. For example:

Section	Attribute	Value
Column Assignment	Data Type	Character
Column Assignment	Table Column	ATTRIBUTE_CHAR1
Validation	Value Set	Customer_Project
Validation	Value Set Description	Customer_Project
Display Properties	Prompt	Customer_Project_headerDff
Display Properties	Display Type	List of Values

On the Manage Channel Descriptive Flexfields page, search for the Channel Document Header DFF, and click Actions > Deploy Flexfield. Wait for the deployment dialog to indicate that deployment successfully finished, then click OK

Verify your setup.

Download the Flexfield Archive and Obtain the View Object Details for the Channel Document Header Descriptive Flexfields Context

From the Manage Channel Document Header Descriptive Flexfields page, select your flexfield.
From the Actions menu, select Download Flexfield Archive. Wait for the dialog to indicate that the archive successfully finished, then click Download. Save the 10566_CJM_DOCUMENT_HEADER_DFF.zip file to your local hard drive.
Open the file, extract and get the information for the context from the location: 10566_CJM_DOCUMENT_HEADER_DFF\oracle\apps\flex\scm\cjm\indirectSales\documentHeaderFlex\view
Open the XML file CjmDocumentHeaderDFFVO.xml for your flexfield to see the VO name. For example, name = CjmDocumentHeaderDFFVO
You can also get the attribute name from the XML file. For example, ViewAttribute Name =customerProjectHeaderdff.

Manage Service Mapping Setup Using Sandbox after Identifying the Channel Document Header Descriptive Flexfields

With the appropriate pricing administrator role, navigate to the Sandboxes page.
In the Navigator, Configuration, click Sandboxes.
On the Sandboxes page, click Create Sandbox.
On the Create Sandbox page, enter a name for the sandbox. For example, CR_Sandbox1
Select the check box for the Manage Service Mappings tool, then click Create and Enter. Ensure that Publishable is set to Yes.
Navigate to the Pricing Administration work area, select Manage Service Mappings from the panel.
Note: A yellow banner displays at the top of the page to indicate that you're in the sandbox.
On the Manage Service Mappings page, click Channel.

On the Edit Service Mapping: Channel page, click the Entities tab. Use the Entities tab to define the entity and its attribute details that receive the output of the service mapping. On the Entities tab, click Actions > Add Row, and enter the following details:

Field	Value
Entity	Name of your entity, for example, CustomerProjectHeaderDff_Custom.
Description	A description containing information about the entity for the flexfield on the order header. For example, CustomerProjectHeaderDff_Custom.

In the Details section, add the following attributes, for example, and then save your work.

Attribute	Type	Primary Key	Allow Null
DocumentHeaderId_Custom	Long	Selected	Selected
CustomerProjectHeaderDff_Custom	String	Leave this blank	Selected

To specify the services, click the Services tab, select ProgramEligibility.

In the ProgramEligibility: Details section, select the Entities tab, click Actions > Add Row, enter the following values, for example, and then save your work.

Field	Value
Entity	Select the name of the enttity from the list. For example, CustomerProjectHeaderDff_Custom.
Read	Selected
Write	Leave this blank

In the Entities section for the entity you created, add the following attributes, for example, and then save your work.

Attribute	Alias	Read	Write	Parent Attribute
DocumentHeaderId_Custom	Leave this blank	Selected	Leave this blank	Leave this blank
CustomerProjectHeaderDff_Custom	Leave this blank	Selected	Leave this blank	Leave this blank

On the Edit Service Mappings: Channel page, select the Sources tab.

For each of the following sources, add the entity you created, and add the following details in the Entity Mappings tab of the Details section:

Field	Value
Source	ChannelProgramsForCustomerDocument
Entity	The name of the entity you created. For example, CustomerProjectHeaderDff_Custom .
Type	View object
View Object	The name of the view object. You retrieve this information from the downloaded flexfield definition XML file. For example, CjmDocumentHeaderDFFVO
Query Type	Unique identifier
Query Attribute	DocumentHeaderId
Use Existing View Object	Selected

In the details section of your entity, on the Attributes Mappings tab, enter the attributes of the entity you created and the view object attributes from the XML file, for example:

Attribute	View Object Attribute
DocumentHeaderId_Custom	DocumentHeaderId
CustomerProjectHeaderDff_Custom	customerProjectHeaderdff

Click Save and Publish the sandbox. Once it is published, when the Eligibility REST is described, the attributes should be visible in the payload.

Pricing Algorithm Setup

Note: If you have implemented algorithm extensions for the Get Eligible Programs algorithm, then you must perform the Merge Algorithm Extensions steps described in the Post-Update Steps section of the Oracle SCM Cloud:

Performing Your 22C Quarterly Update guide available from Oracle Fusion Cloud SCM: Performing Your Quarterly Update (Doc ID 2337485.1).

After any customizations you must update the changes in the Pricing algorithm and publish it.

From the Navigator, select Pricing Administration.
From the Tasks panel click Manage Algorithms. Select the algorithm for program eligibility, Get Eligible Programs.
Note: You must create a new version of Get Eligible Programs to make changes and publish it. You cannot modify published versions, for example, Version 0 and Version 1. If you're unable to create a new version, click Actions and select Promote All before creating a new version.

On the Edit Algorithm: Get Eligible Programs page, select Process Supplier Ship and Debit or Customer Rebate Programs > Process Eligible Program Headers. In the Data Sets section of the Algorithm tab, add the data set you created using Service Mappings. Add the following details below the Header data set row:

Field	Value
Name	Enter your custom entity name here. For example, CustomerProjectHeaderDff_Custom.
Variable Path	Add the variable path to your custom entity here. For example, EligibilityRequest.CustomerProjectHeaderDff_Custom.
Primary	Leave this blank.
Cardinality	Zero or one
Data Set Join	[DocumentHeaderId_Custom:{Header.HeaderId}]
Order By	Leave this blank.

In the Data Sets section of the Algorithm tab, select Process Each Program Candidate > Process Program Eligibility > Invoke Program Eligibility Matrix. Add the following details below the Header data set row:

Field	Value
Name	Enter your custom entity name here. For example, CustomerProjectHeaderDff_Custom.
Variable Path	Add the variable path to your custom entity here. For example, EligibilityRequest.CustomerProjectHeaderDff_Custom.
Primary	Leave this blank.
Cardinality	Zero or one
Data Set Join	[DocumentHeaderId_Custom:{Line.HeaderId}]
Order By	Leave this blank.

Verify your setup, save, and then click Actions and Publish to publish the algorithm.

Adding Custom Dimension based on DFF Setup

With the appropriate pricing administrator role, navigate to the Manage Matrix Classes page.
- Offering: Order Management
- Functional Area: Pricing Administration
- Task: Manage Matrix Classes
Click Channel Program Eligibility to select and edit it.

Click Actions > Add Row in the Condition Columns section.

Field	Value
Name	Enter an entity name here. For example, XX_Project Equals.
Source Code Name	Enter a value for example, XX_PROJECT_E.
Comparison	=
Compare to Attribute	CustomerProjectHeaderDff_Custom.CustomerProjectHeaderDff_Custom
Allow Null	Selected
Null is Wildcard	Selected
Domain	Text

Click the icon next to Domain to edit the column domain values.

Field	Value
Name	Enter a name here. For example, XX_Project Equals.
Default Value	Leave this blank
Default is fixed value	Don't select this.
Domain Type	Custom
Data Type	Text

Adding the Lookup code to the Channel Lookup

- With the appropriate channel role, navigate to the Setup and Maintenance page.
  - Offering: Order Management
  - Functional Area: Channel Revenue Management
  - Task: Manage Channel Lookups
On the Manage Channel Lookups page, search for ORA_CJM_CUST_REBATE_QUAL as the Lookup Type.

Click Actions > New to add the following lookup code:

Field	Value
Lookup Code	Enter a name here. For example, XX_Project.
Display Sequence	12
Enabled	Selected
Meaning	Enter a description here. For example, Custom Project.