1. Implementing Channel Revenue Management
  2. Roadmap for Setting Up Customer Channel Management

Roadmap for Setting Up Customer Channel Management

This sell side channel flow receives and administers rebates to customers.

Note: Implement Deductions and Settlement before implementing Customer Channel Management. Start with the Roadmap for Setting Up Deductions and Settlement.

Use this roadmap as a check list to implement the sell side promotion flows. Each of these setup steps is explained in detail in the later sections of this guide.

Use the Functional Setup Manager to:

  1. Opt in to Channel Revenue Management, and Customer Channel Management.
  2. If you need deductions from Receivables, then opt in to the Deductions and Settlement feature. Then opt in to the Manage Deduction Claims Using Redwood Pages feature.
  3. Under the offering: Financials and functional area: Receivables, navigate to the task Manage Receivables System Options. Search for and select your business unit. Click the Cash Processing tab. Select the Enable channel revenue management integration check box and click Save.
  4. Under the offering: Financials, navigate to the task Manage Legal Entity Configurator Profile Options. Set the profile Enable Legal Entity Time Zone at the Site level.
  5. Run the ESS job to create index definition and perform initial ingest to OSCS scheduled process to create index definitions and perform the initial ingest to OSCS for the program index. Running this process enables smart search.
  6. Optionally, you can set the Default Business Unit profile option at the user level when creating a program and viewing the customer checkbook.
  7. Configure program types.
    Program Type Configuration Steps
    Customer Annual Co-op
    1. Configure program types based on the customer annual co-op program template.
    2. Negotiate and activate programs based on the configured program type.
    Customer Annual Volume
    1. Configure program types based on the customer annual volume program template.
    2. Negotiate and activate programs based on the configured program type.
    Customer Promotion
    1. Configure program types based on the customer promotion program template.
    2. Negotiate and activate programs based on the configured program type.
    Customer Volume
    1. Configure program types based on the customer volume program template.
    2. Negotiate and activate programs based on the configured program type.
    Customer Lump Sum
    1. Configure program types based on the customer lump sum program template.
    2. Negotiate and activate programs based on the configured program type.
  8. Optionally, configure user statuses for programs.
  9. Manage the channel settings:
    • Automatically Show Available Programs to Associate: By default, Available Programs to Associate are displayed. Change this setting if you don't want to display the programs available for association.
    • Catalog: Use this setting for customer annual co-op programs and for customer annual volume programs.
    • Calendar: Use this setting to determine periodic basis of aggregated accruals for customer annual co-op programs and for customer annual volume programs.
    • Settlement Type: This is an optional setting.
  10. Set up the product catalog in Product Information Management. Set up the category's hierarchy and assign the items to the respective categories.
  11. Run the Refresh Product Hub Snapshots scheduled process after setting up the product catalog.
  12. Use the Manage Pricing Parameters Functional Setup Manager task under the Pricing functional area to specify the catalogs in the Product Catalogs pricing parameter.
  13. Manage user statuses.
  14. Manage customer claim types.
  15. Manage customer claim reasons.
  16. Manage the claim source for Deductions, Invoice Deductions and Manual Claims. Configure a default settlement method based on your business required. For example Credit Memo - On Account for deductions, invoice deductions or manual claims.
    Note: Use Check or Payable Default Payments only for manual claims.
  17. Manage SLA setup tasks.

Schedule Processes You Must Run

You must schedule the following processes for customer channel management programs, as required:

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