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

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 Flexfields page, search for the Channel Document Header DFF as the name, and click to edit it.
3. On the Edit Descriptive Flexfields: Channel Document Header DFF page, in the Global Segments section, click Actions and select Create to create a new Global Segment.

   Field	Value
   Name	Customer_Project_headerDff
   Code	Customer_Project_headerDff
   API Name	customerProjectHeaderdff
   Enabled	Ensure that this checkbox 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	Customer_Project
   Description	Customer_Project
   Module	Channel Revenue Management
   Validation Type	Independent
   Value Data Type	Character

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

   Field	Value
   Value Subtype	Text
   Maximum Length	15

7. 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	Selected
   Value	Project3	Project3	Selected

   Note: This attribute value should have been specified in the sales order and available in the imported CSV file to qualify the program.
8. 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 and select Deploy Flexfield. Wait for the deployment dialog to indicate that deployment successfully finished, then click OK
9. Verify your setup.

Download the Flexfield Archive and Obtain the View Object Details for the Channel Document Header 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_HEADER_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_HEADER_DFF\oracle\apps\flex\scm\cjm\indirectSales\documentHeaderFlex\view
4. Open the XML file CjmDocumentHeaderDFFVO.xml for your flexfield to see the VO name. For example, name = CjmDocumentHeaderDFFVO
5. 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

1. With the appropriate pricing administrator role, navigate to the Sandboxes page.
2. In the Navigator, select Configuration and then select Sandboxes.
3. On the Sandboxes page, click Create Sandbox.
4. On the Create Sandbox page, enter a name for the sandbox. For example, CR_Sandbox1
5. Select the checkbox for the Manage Service Mappings tool, then click Create and Enter. Ensure that Publishable is set to Yes.
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. 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 and select 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.

9. 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

10. To specify the services, click the Services tab, select ProgramEligibility.
11. In the ProgramEligibility: Details section, select the Entities tab, click Actions and select Add Row, enter the following values, for example, and then save your work.

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

12. 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

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	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

15. 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 24D 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.

1. From the Navigator, select Order Management and then select Pricing Administration.
2. 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.
3. On the Edit Algorithm: Get Eligible Programs page, select Process Supplier Ship and Debit and sell side Programs and select 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.

4. In the Data Sets section of the Algorithm tab, select Process Each Program Candidate, select Process Program Eligibility, and select 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.

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

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_CUST_REBATE_QUAL as the Lookup Type.
3. Click Actions and select New to add the following lookup code:

   Field	Value
   Lookup Code	Enter a name here. For example, XX_PROJECT.
   Display Sequence	12
   Enabled	Ensure that this checkbox is selected
   Meaning	Enter a description here. For example, Custom Project.

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 and select Add Row in the Condition Columns section.

   Field	Value
   Name	Enter an entity name here. For example, XX_Project Equals.
   Source Code Name	Enter the lookup code that you entered in ORA_CJM_CUST_REBATE_QUAL concatenated with the operator abbreviation. The source code name of the matrix condition must match the newly created lookup code. The supported operator abbreviations are E for equal to, NE for not equal to, EGT for greater than or equal to, and ELT for less than or equal to. For example, XX_PROJECT_E.
   Comparison	=
   Compare to Attribute	CustomerProjectHeaderDff_Custom.CustomerProjectHeaderDff_Custom
   Allow Null	Selected
   Null is Wildcard	Selected
   Domain	Text

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

   Field	Value
   Name	This is read-only.
   Domain Type	Custom
   Data Type	Text
   Default Value	Leave this blank
   Default is fixed value	Don't select this.

   Add the required Domain Values, for example:

   Domain Value	Display Value
   Project1	Project1
   Project2	Project2
   Project3	Project3