Roadmap for Setting up Indirect Sales Promotions

This flow receives and administers special price agreements between manufacturers and distributors.

Note: Ensure that you have implemented Customer Channel Management before implementing this flow. Start with the Roadmap for Setting Up Customer Channel Management.

Use this roadmap as a check list to implement the flow. 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. 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 using fa-cjm-spa-programs as the parameter. Running this process enables smart search.
3. Optionally, you can set the Default Business Unit profile option at the user level when creating a program and viewing the customer checkbook.
4. Configure the program type.
5. Optionally, configure user statuses for programs or agreements.
6. Manage the channel settings:
   • Additional Attribute for Duplicate Check: Use this setting to specify the document's line-level DFF attribute, along with other transaction attributes, that will be considered during the duplicate check. This is optional, however, if you wanted to add a DFF lot number to be part of the duplicate transaction check, then you must specify the lot number in one of the DFF attributes and specify that DFF attribute in this setting.
   • Batch Processing Mode: Use this setting to specify whether claims should be created automatically for the valid lines or manually after reviewing the batch. The default setting is Review and Claim if this isn't specified.
     Note: You can also override this setting from the Customer Trade Profile.
   • Create Claim for Each Special Price Agreement: Use this setting to create claims for each special price agreement in a batch. The default setting is Yes if this isn't specified.
7. Manage user statuses.
8. Manage customer claim types.
9. Manage customer claim reasons.
10. Manage the claim source Special Pricing Claim. Configure a default settlement method based on your business required. For example, Credit Memo On Account, Check, or Payables Default Payment.
    Note: You can also override the default settlement method from the Customer Trade Profile.
11. Manage SLA setup tasks.
12. Configure Customer Trade Profiles for Distributor Contact for Batch and Special Price Agreement Batch Export Report.

Schedule Processes You Must Run

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

• Schedule the Accounting of Channel Accruals and Relief of Accruals to General Ledger
• Sweep Channel Transaction Accounting EventsSchedule the Clean Up of Unprocessed Accounting Events for Channel Transactions
• Settle Customer Claims