Manage Program Types
Program types incorporate channel processing guidelines such as defining how a program is created, applied, and processed.
Program types control and simplify program creation. For example, within a predefined program template such as Supplier Ship and Debit, a distributor can configure different flavors of supplier ship and debit as different program types.
You can create and update program types from the Manage Program Types page.
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In the Setup and Maintenance work area, go to:
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Offering: Order Management/Procurement
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Functional Area: Channel Revenue Management/Supplier Incentives
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Task: Manage Channel Program Types
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On the Manage Channel Program Types page you can create and update your program types. Click the Create icon. The Create Program Type page opens.
Create Supplier Rebate Program Type
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From the Based on Predefined Program Template drop-down list, select Supplier Rebate.
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Enter a name for your program type in the Name field.
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Enter a code for your program type in the Program Type Code field. This code:
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Acts as a unique identifier for the program type, and is required.
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Is used to identify and synchronize setup data across multiple environments.
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Is not available to users in the transactional pages.
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Update the Prefix field if required. This value acts as the prefix for your Program Code while creating a program. The predefined prefix for the supplier rebate template is REB.
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On the Qualifiers tab:
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Select the applicable date contexts for your programs. From the Qualify Programs Based On drop-down list select either:
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Purchase Order Date: If you select this, the channel programs created with this program type are qualified by matching them against the date on the PO.
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Receipt Transaction Date: If you select this, the programs are qualified by matching them against the transaction date in the receiving transaction.
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Requested Delivery Date: If you select this, the programs are qualified by matching them against the requested delivery date on the order line.
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Requested Ship Date: If you select this, the programs are qualified by matching them against the requested ship date on the order line.
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Shipped Date: If you select this, the programs are qualified by matching them against the shipped date on the receipt.
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Supplier Invoice Date: If you select this, the programs are qualified by matching them against the invoice date on the supplier invoice.
Note:Supplier Invoice Date doesn't apply to supplier rebates via the direct integration to inbound receiving transactions.
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Add the qualifiers you want for your program and market rules. The values in the drop-down list are from the lookup ORA_CJM_SUP_REBATE_QUAL.
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On the Optional Defaulting tab:
Specify the defaults for your programs.
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Default Program Currency To: Select the default currency for your program from the drop-down list. For example, US Dollar.
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Default Discount Type for Product Rules To: Select the default discount type for your product rule from the drop-down list. Available values are Amount and Percent.
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Click Save. The program type is created in the Draft status.
Create Supplier Annual Program Type
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From the Based on Predefined Program Template drop-down list, select Supplier Annual Program.
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Enter a name for your program type in the Name field.
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Enter a code for your program type in the Program Type Code field. This code:
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Acts as a unique identifier for the program type, and is required.
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Is used to identify and synchronize setup data across multiple environments.
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Is not available to users in the transactional pages.
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Update the Prefix field if required. This value acts as the prefix for your Program Code while creating a program. The predefined prefix for the supplier annual program template is ANN.
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On the Optional Defaulting tab:
Specify the defaults for your programs.
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Default Program Currency To: Select the default currency for your program from the drop-down list. For example, US Dollar.
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Default Calculation Method: Select the default calculation method for your program. Available values are Retrospective and Stepped.
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Default Tier Type: Select the default tier type for your volume rule. Available values are Purchases and Quantity.
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Click Save. The program type is created in the Draft status.
Create Supplier Ship and Debit Program Type
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From the Based on Predefined Program Template drop-down list, select Supplier Ship and Debit.
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Enter a name for your program type in the Name field.
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Enter a code for your program type in the Program Type Code field. This code:
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Acts as a unique identifier for the program type, and is required.
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Is used to identify and synchronize setup data across multiple environments.
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Is not available to users in the transactional pages.
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Update the Prefix field if required. This value acts as the prefix for your Program Code while creating a program. The predefined prefix for the supplier ship and debit template is SSD.
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On the Qualifiers tab:
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Select the applicable date contexts for your programs. From the Qualify Programs Based On drop-down list select either:
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Ordered Date: If you select this, the channel programs created with this program type are qualified by matching them against the ordered date on the order.
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Requested Ship Date: If you select this, the channel programs created with this program type are qualified by matching them against the requested ship date on the order line.
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Add the qualifiers you want for your program and market rules. The values in the drop-down list are from the lookup ORA_ CJM_QUALIFIER_ TYPE.
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On the Pricing Integration tab:
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Specify the pricing charge definitions. Pricing uses these to determine the accrual for an item.
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From the Charge Type drop-down list, select the type of charge for the items in your program. For example, sale, service, or freight.
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From the Charge Subtype drop-down list, select the subtype for the items in your program. This provides additional details about the charge. For example, the charge is a price or a fee.
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Specify the pricing basis for your discount types.
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From the Basis for Percent drop-down list, select the pricing basis for a discount based on a percentage.
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From the Basis for New Cost drop-down list, select the pricing basis for a discount based on a new cost.
Note:You must select the pricing basis if your product rule discount is based on New Cost or Percent.
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On the Order Management Integration tab:
Specify the Order Management action for sales orders created with programs of this program type.
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Apply Program Manually To Order: If you select this checkbox, the program won't be automatically applied to the eligible sales orders. You have to manually add them from the Manage Incentives dialog box.
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Prevent User from Declining a Program: If you select this checkbox, you can't remove the program from the sales order after it gets applied.
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On the Optional Defaulting tab:
Specify the defaults for your programs.
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Default Program Currency To: Select the default currency for your program from the drop-down list. For example, US Dollar.
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Default Discount Type for Product Rules To: Select the default discount type for your product rule from the drop-down list. Available values are Amount, New Cost, and Percent.
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Click Save. The program type is created in the Draft status.
Activate Program Types
To activate a program type, with roles allowing access, open your program type from the Manage Program Types page. Click Activate on the Actions drop-down button. A program type in the draft status can either be activated or deleted.
An active program type can be made inactive. Open the program type and from the Actions drop-down button, click Inactivate. The status changes to Closed for New Programs.
You can delete a program type after its activation only if there aren't any programs associated with the program type.