Contents

• Title and Copyright Information
• Get Help

1 Overview of Channel Revenue Management Cloud

• 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
• Customer Programs
  • Overview of Customer Programs
  • How Customer Programs Work
  • How Customer Programs are Executed Against Invoiced Sales Orders
  • Overview of Managing Manual Adjustments
  • How Customer Claims Are Processed
  • How Customer Accruals are Accounted
• Supplier Programs
  • Supplier Rebate
    • Supplier Rebates
    • How Supplier Rebate Works
    • How Supplier Rebate Works with Receiving and Payables
    • How Supplier Rebate Works with Imported Supplier Invoices
  • Supplier Annual Rebate
    • Supplier Annual Program
    • How Supplier Annual Program Works
  • Supplier Ship and Debit
    • Supplier Ship and Debit
    • How Supplier Ship and Debit Works
    • How Supplier Ship and Debit Works with Order Capture Systems
    • How Supplier Claims Work
  • Overview of Managing Supplier Programs
  • Overview of Managing Adjustments
  • How Supplier Claims Are Processed
  • How Supplier Accruals are Accounted
• Sign in to Channel Revenue Management

2 Implement

• Starting Decision Points
• Solution Components of Sell Side Flows
• Roadmap for Setting Up Deductions and Settlement
• Roadmap for Setting Up Customer Channel Management
• Solution Components of Buy Side Flows
• Roadmap for Setting Up Buy Side: Supplier Rebates
• Roadmap for Setting Up Buy Side: Supplier Annual Rebates
• Roadmap for Setting Up Buy Side: Supplier Ship and Debit
• Starting an Implementation
• Time Zones in Channel Revenue Management
• How to Enable Smart Search
• Security Tasks

3 Integrate

• Integrating Channel Revenue Management with Other Oracle Cloud Applications
• Oracle Fusion Receivables Integration
• Oracle Fusion Receiving, Purchasing, and Payables for Direct Integration to Inbound Receiving Transactions
• Supplier Portal Integration
• Oracle Fusion Payables Integration for Settlement
• Oracle Fusion Subledger Accounting Integration
  • Oracle Fusion Subledger Accounting for Sell Side Integration
  • Oracle Fusion Subledger Accounting for Buy Side Integration
  • Posting to General Ledger
• Oracle Fusion Pricing Integration
  • Manage Your Integration
  • Program Eligibility
    • Determine Supplier Ship and Debit Program Eligibility
  • Pricing Execution
• Extensible Flexfields
  • How to Set Up Custom Qualifiers Based on Order Header Extensible Flexfields
  • How to Set Up Custom Qualifiers Based on Order Line Extensible Flexfields
  • How to Set Up Custom Qualifiers Based on Supplier Invoice Header Descriptive Flexfields
  • How to Set Up Custom Qualifiers Based on Supplier Invoice Line Descriptive Flexfields
  • How to Set Up Custom Qualifiers Based on Sales Invoice Header Descriptive Flexfields
  • How to Set Up Custom Qualifiers Based on Sales Invoice Line Descriptive Flexfields
• Oracle Fusion Order Management Integration

4 Workflow Approvals and Notifications

• Overview of BPM Workflow-based Approvals
• Program Approvals
• Claim Approvals
• Configure Workflow Approvals and Notfications
• Predefined Attributes Used in Program Approval Rules
• Predefined Attributes Used in Claim Approval Rules
• Migrate Pending Approvals to BPM Workflow

5 Set Up Channel Settings

• Manage Channel Settings
• Manage Aging Methods
• How to Set Up Write-offs

6 Set Up User Statuses

• User Statuses

7 Set Up Sell Side Programs

• Setting Up Customer Programs
• Set Up Customer Program Qualifiers
• How to Add User-Defined Attributes to Items
• Set Up Program Types
  • Predefined Customer Program Templates
  • Manage Program Types
  • Program Type Statuses

8 Set Up Buy Side Programs

• Setting Up Supplier Programs
• Set Up Program Qualifiers
• How to Add User-Defined Attributes to Items
• Set Up Program Types
  • Predefined Program Templates
  • Manage Program Types
  • Program Type Statuses

9 Set Up Adjustments

• Overview of Adjustment Types
• Manage Adjustment Types
• Manage Adjustment Reasons

10 Set Up Customer Claims

• Overview of Customer Claims
• Manage Claim Types
• Manage Claim Reasons
• Manage Customer Claim Sources and Settlement Methods
• Configure Pay Over Earnings
• Configure Payables Settlement Method
• Configure Custom Settlement Method

11 Set Up Supplier Claims

• Overview of Supplier Claims
• Set Up Supplier Claim Extract
• Manage Supplier Claim Types
• Manage Supplier Claim Reasons
• Manage Supplier Claim Sources and Settlement Methods

12 Set Up Channel Revenue Flows

• Manage Channel Lookups
• Manage Channel Profile Options
• Manage Channel Messages
• Manage Channel Descriptive Flexfields

13 Set Up Import

• Import Customer Invoices
• Import Supplier Invoices
• Privileges for Import

14 Security

• Deductions and Settlement
  • Business Functions
  • Roles and Duties
  • Privileges
  • Data Security
• Customer Channel Flows
  • Business Functions
  • Roles and Duties
  • Privileges
  • Data Security
• Buy Side Channel Flows
  • Business Functions
  • Roles and Duties
  • Roles
  • Privileges
  • Data Security

15 Accounting Event Details

• Accounting Event Details for Customer Accruals
• Accounting Event Details for Supplier Accruals