1. Implementing Channel Revenue Management
  2. User Statuses

User Statuses

Claims and Programs have predefined statuses based on their various stages. In addition to this, you can create user-defined statuses based on your business needs.

For example, you might want a review of a program that's pending for approval from another department. You can use a user status to indicate the same.

Manage User Statuses

You can use the Manage User Statuses page to create and update user-defined statuses for program and claim statuses. Each system status comes with a predefined user status. Make sure you minimally update the description and change the user status name, if necessary. You can create new statuses based on additional business needs.

  1. In the Setup and Maintenance work area, go to:

    • Offering: Order Management/Procurement

    • Functional Area: Channel Revenue Management/Supplier Incentives

    • Task: Manage Channel User Statuses

  2. On the Manage User Statuses page, click the Add icon to create a new user status.

    Note: You can have multiple user statuses for each system status.

  3. Enter a code for your user status in the User Status Code field. This code:

    • Acts as a unique identifier for the user status, and is required.

    • Is used to identify and synchronize setup data across multiple environments.

    • Is not available to users in the transactional pages.

  4. From the User Status For drop-down list, select either Claim or Program.

  5. Use the Buy Side and Sell Side check boxes to select the channel flows for which you want the user status enabled. You can't update this after saving the user status.

  6. Enter the name of your user status in the User Status field.

  7. From the System Status drop-down list, select the system status for which you're creating this user status.

  8. Select the Buy-side Default check box if you want to make this user status the default for the selected system status for buy side channel flows. Select the Sell-side Default check box if you want to make this user status the default for the selected system status for sell side channel flows. For every system status, there must be one default user status.

  9. Select the Enable check box to enable the user status.

  10. Enter values for the remaining fields, if required. Click Save.

    Note: Once saved, you can't delete a user status. You can only disable it.