How to Set Up Custom Qualifiers Based on Supplier Invoice Line Descriptive Flexfields

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

Note: This setup doesn't apply to Supplier Rebate programs with direct integration to PO, Receiving and AP.

Configure Document Line Descriptive Flexfield

1. 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

2. On the Manage Channel Descriptive Flexfield page, search for the Channel Document Line DFF as the name, and click to edit it.

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

   Field	Value
   Name	SupplierNumber_Linedff
   Code	SupplierNumber_Linedff
   API Name	supplierNumberLinedff
   Enabled	Ensure the check box is selected

4. Click Create Value Set.

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

   Field	Value
   Value Set Code	Numbersequence
   Description	Numbersequence
   Module	Channel Revenue Management
   Validation Type	Independent
   Value Data Type	Number

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

   Attribute	Value	Description	Enabled
   Value	2	2	Selected

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

7. 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.

8. Verify your setup.

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

1. From the Manage Channel Document Header Descriptive Flexfields page, select your flexfield.

2. 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_LINE_DFF.zip file to your local hard drive.

3. Open the file, extract and get the information for the context from the location:

   10566_CJM_DOCUMENT_LINE_DFF.zip\oracle\apps\flex\scm\cjm\indirectSales\documentLineFlex\view

4. Open the XML file CjmDocumentLineDFFVO.xml for your flexfield to see the VO name. For example, name = CjmDocumentLineDFFVO

5. You can also get the attribute name from the XML file. For example, ViewAttribute Name = suppliernumberLinedff.

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

1. With the appropriate pricing administrator role, navigate to the Sandboxes page.

2. In the Navigator, click Sandboxes.

3. On the Sandbox page, click Create Sandbox.

4. On the Create Sandbox page, enter a name for the sandbox.

5. Select the check box for the Manage Service Mappings tool, then click Create and Enter.

6. 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.

7. On the Manage Service Mappings page, click Channel.

8. On the Edit Service Mapping: Channel page, click the Entities tab. You use the Entities tab to define the entity and its attribute details that receives the output of the service mapping. On the Entities tab, click Action > Add Row, and enter the following details:

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

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

   Attribute	Type	Primary Key	Allow Null
   DocumentLineId_Custom	Long	Selected	Selected
   SuppliernumberLinedff_Custom	Long	Leave this blank	Selected

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

11. 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	SuppliernumberLinedff_Custom
    Read	Selected
    Write	Leave this blank

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

    Attribute	Alias	Read	Write	Parent Attribute
    DocumentLineId_Custom	Leave this blank.	Selected	Leave this blank.	Leave this blank.
    SuppliernumberLinedff_Custom	Leave this blank.	Selected	Leave this blank.	Leave this blank.

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

14. 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	ChannelProgramsForSupplierDocument
    Entity	The name of the entity you created. For example,SuppliernumberLinedff_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, CjmDocumentLineDFFVO
    Query Type	Join
    Query Attribute	DocumentLineId
    Joined Entity	Line
    Joined Entity Attribute	LineId

    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
    DocumentLineId_Custom	DocumentLineId
    SuppliernumberLinedff_Custom	suppliernumberLinedff

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

Pricing Algorithm Setup

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

1. From the Navigator, select Pricing Administration.

2. From the Tasks panel click Manage Algorithms. Select the algorithm for program eligibility, Get Eligible Programs.

   Note: You can either create a new version of Get Eligible Programs or you can modify the existing version by first setting it to inactive, making the changes, making it active again, and publishing it.

3. On the Edit Algorithm: Get Eligible Programs page, in the Data Sets section of the Algorithm tab, select Process Supplier Rebate Programs > Process Each Program Header > Invoke Program Eligibility Matrix and add the data set you created using Service Mappings. Add the following details below the header row:

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

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

Adding Custom Dimension based on DFF Setup

1. With the appropriate pricing administrator role, navigate to the Manage Matrix Classes page.

   • Offering: Order Management
   • Functional Area: Pricing Administration
   • Task: Manage Matrix Classes

2. Click Channel Program Eligibility to select and edit it.

3. Click Actions > Add Row in the Condition Columns section and add a column, for example:

   Field	Value
   Name	Enter a entity name here. For example, Supplier Number Equals.
   Source Code Name	Enter a value for example, SUPPLIER_NUMBER_E.
   Comparison	=
   Compare to Attribute	SuppliernumberLinedff_Custom.SuppliernumberLinedff_Custom.
   Allow Null	Selected.
   Null is Wildcard	Selected
   Domain	Number

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

   Field	Value
   Name	Enter a name here. For example, Supplier Number Equals.
   Default Value	Leave this blank
   Default is fixed value	Don't select this.
   Domain Type	None
   Data Type	Number

Adding the Lookup code to the Channel Lookup

1. With the appropriate channel role, navigate to the Setup and Maintenance page.

   • Offering: Order Management
   • Functional Area: Channel Revenue Management
   • Task: Manage Channel Lookups
2. On the Manage Channel Lookups page, search for ORA_CJM_SUP_REBATE_QUAL as the Lookup Type.

3. Click Action > New to add the following lookup code:

   Field	Value
   Lookup Code	Enter a name here. For example, SUPPLIER_NUMBER.
   Enabled	Selected
   Meaning	Enter a description here. For example, SUPPLIER_NUMBER.

4. Click Action > New to add another lookup code:

   Field	Value
   Lookup Code	Enter a name here. For example, SUPPLIER_NUMBER.
   Enabled	Selected
   Meaning	Enter a description here. For example, SUPPLIER_NUMBER.