Manage Channel Settings

Use the Manage Settings page to review and update values for the predefined Channel Revenue Management settings. You can't create a new setting, or delete existing ones. You can update them based on your business needs.

In the Setup and Maintenance work area, go to:

• Offering: Order Management/Procurement
• Functional Area: Channel Revenue Management/Supplier Incentives
• Task: Manage Channel Settings

Note: Some of these settings are required tasks.

Category	Setting	Description	Required
Assignment	Claim Owner	Use this setting to assign a claim owner for your claims at the BU level. Note: The value you add in this setting is used as the default if you haven't configured the Customer Trade Profile or the Supplier Trade Profile. However, it is recommend that you configure the owner for the Customer Trade Profile and the Supplier Trade Profile. To create a new assignment: In the Assignment - Claim Owner: Values section, click the Add icon. From the list, select the Business Unit for which you want to assign a claim owner. You can see only the BUs you have access to. Select the Claim Owner from the list. Enter a Value Code. This acts as a unique identifier for the setting, and is required. Click Save.	No, but recommended.
Customer Channel	Calendar	Specify the calendar used to determine the periods for customer channel processing.	Yes, for Customer Annual Volume Programs
Customer Channel	Catalog	Specify the catalog created in Oracle Fusion Product Information Management for customer channel processing.	Yes, for Customer Annual Volume Programs
Customer Claim	Automatically Include Programs with Zero Balances	Use this setting to specify whether programs with zero balances should be displayed for accrual association. By default, this is set to Yes and programs with zero balances and programs without accruals (in case pay over is enabled) are displayed for accrual association. No indicates that programs with zero balances and programs without accruals (in case pay-over is enabled) aren't displayed for accrual association.	Yes for Customer Promotion Programs.
Customer Claim	Automatically Show Available Programs to Associate	By default, programs available to be associated are displayed. Change this setting if you don't want to display the programs available for association.	Yes for Customer Promotion Programs.
Customer Claim	Override Threshold	Use this setting to specify whether threshold values for pay over earnings can be overridden.	Yes for Customer Promotion Programs.
Customer Claim	Pay Over Earnings	Use this setting to specify whether payments are allowed to exceed program earnings.	Yes for Customer Promotion Programs.
Customer Claim	Settlement Type	Use this setting to choose the default settlement type. You can choose between Promotional and Nonpromotional.	Yes, for Deductions and Settlement and Customer Promotion Programs.
Customer Claim	Threshold Type	Use this setting to choose the threshold type for pay over earnings.	Yes for Customer Promotion Programs.
Customer Claim	Threshold Value	Use this setting to choose the threshold value for pay over earnings.	Yes for Customer Promotion Programs.
Manage Claims	Aging Method for Filtering	Use this setting to select the aging bucket that should be used to filter claims at your site. Aging Methods can be created in Receivables using the task: Manage Aging Methods. Note: You can select only one aging method, and it must belong to the Common Set.If you don't configure the aging method, Manage Claims page won't have the capability to filter by age.	Yes, for Deductions and Settlement
Settlement by Credit Memo - On Invoice	Credit Method for Accounting Rules	Use this setting to select the receivables method that must be used to reverse accounting entries for the settlement method Credit Memo - On Invoice, if accounting rules are used in the original invoice. In the Settlement by Credit Memo - On Invoice - Credit Method for Accounting Rules: Values section, select a value from the Credit Method for Accounting Rules list. LIFO: Last In First Out. Starts from the last accounting period and reverses all prior periods till the credit memo is used up. Prorate: Credits an equal percentage to all the account assignments for the invoice. This is the value which is enabled by default. Unit: Reverses revenue for the number of units specified in the original invoice line. The Value Code is SITE, as this is a site level setting. Click Save.	Yes, for Deductions and Settlement
Settlement by Credit Memo - On Invoice	Credit Method for Installments	Use this setting to select the receivables method that must be used to credit installments for the settlement method Credit Memo - On Invoice, if there are multiple installments in the original invoice. In the Settlement by Credit Memo - On Invoice - Credit Method for Installments: Values section, select a value from the Credit Method for Installments list. FIFO: First in First Out. Credits the first installment first. LIFO: Last In First Out. Credits the last installment first. Prorate: Credit the installments of the credited transactions and prorate them based on the amount remaining for each installment. This is the value which is enabled by default. The Value Code is SITE, as this is a site level setting. Click Save.	Yes, for Deductions and Settlement
Settlement by Write-off	Deduction Threshold	Use this setting to set the threshold amount for your deduction write-offs. In the Settlement by Write-off - Deduction Threshold: Values section, click the Add icon. From the list, select the Business Unit for which you're setting up the write-off threshold. You can see only the BUs you have access to. Enter the threshold amount in the Deduction Threshold field. This is in the ledger currency of the BU you selected. Enter a Value Code. This acts as a unique identifier for the setting, and is required. Click Save. Note: When you update the threshold amount, there's no impact on existing deductions which are already eligible for write-offs.The write-off threshold amount in Channel Revenue Management must be between the From Write-off Limit per Receipt and To Write-off Limit per Receipt in the Receivables System Options page > Cash Processing tab for the corresponding BU.	Yes, for Deductions and Settlement
Settlement by Write-off	Receivables Activity for Receipt Write-Offs	Use this setting to select the receivables activity that should be used for receipt write-offs for non-invoice related deductions. In the Settlement by Write-off - Receivables Activity for Receipt Write-Offs: Values section, click the Add icon. From the list, select the Business Unit for which you're setting up the write-off. You can see only the BUs you have access to. Select the Receivables Activity from the list. Enter a Value Code. This acts as a unique identifier for the setting, and is required. Click Save.	Yes, for Deductions and Settlement
Settlement by Write-off	Receivables Activity for Write-Off Adjustment	Use this setting to select the receivables activity that should be used for write-off adjustments for invoice related deductions. In the Settlement by Write-off - Receivables Activity for Write-Off Adjustment: Values section, click the Add icon. From the list, select the Business Unit for which you're setting up write-offs. You can see only the BUs you have access to. Select the Receivables Activity from the list. Enter a Value Code. This acts as a unique identifier for the setting, and is required. Click Save.	Yes, for Deductions and Settlement
Settlement by Write-off	Write-off Reviewer	Use this setting to select the claim owner who must review the write-offs for your business unit. In the Settlement by Write-off - Write-Off Reviewer: Values section, click the Add icon. From the list, select the Business Unit for which you're setting up the write-off. You can see only the BUs you have access to. Select the reviewer from the Write-Off Reviewer list. Enter a Value Code. This acts as a unique identifier for the setting, and is required. Click Save.	No. Note: If you use Redwood, then this setting isn't applicable.
Supplier Program Calendar	Calendar for Accrual Calculation	Use this setting to specify the calendar period used to associate supplier annual program accruals based on your fiscal periods. Tip: Don't define a calendar based your fiscal periods. Typically a January to December calendar is used to communicate with all your suppliers. Tip: The CSV import will fail if the invoice date of the supplier invoice can't find a matching period. Don't forget to open periods for a new year. Caution: You won't be able to update or disable the setting after it's saved. Recommendation: Start your Period Name with the year.	Yes, for Supplier Annual Programs
Supplier Rebate	Event for Triggering Supplier Rebate Accrual	Use this setting to specify the event that triggers the creation of supplier rebate accruals. In the Supplier Rebate - Event for Triggering Supplier Rebate Accrual: Values section, click the Add icon. From the list, select the Business Unit for which you're setting up the triggering event. You can see only the BUs you have access to. Select the triggering event from the Event for Triggering Supplier Rebate Accrual list. Receiving Transaction: Supplier rebate accruals are created after the PO is received. Supplier Invoice: Supplier rebate accruals are created only after the PO is received and invoiced. Enter a Value Code. This acts as a unique identifier for the setting, and is required. Click Save. Note: An important deployment best practices for supplier rebates is determining when to trigger the posting of accruals. The best practice approach is that most organizations should trigger the posting of accruals upon the receipt of a supplier invoice for received goods, because this validates that the received goods weren't delivered in error, and there is no doubt with an invoice number which received goods are being accrued and claimed.	Yes, for Supplier Rebate

Note: After saving a setting, you can't delete it. You can only disable it, by deselecting the Enable check box.