Customer Programs
Discussion List
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Feasibility of Copying/ Duplicating the Customer Program or RuleSummary: We are implementing Channel Revenue Management on Sell Side to manage the Customer Rebates. We have a requirement to copy the Customer Programs , on the Redwood… -
Create Accruals for Channel BatchSummary: Create Accruals for Channel Batch ESS is erroring and doesnot give details of the error. 01. CSV file is imported sucessfully 02. Ran Create Accruals for Channe…Sandeep Adatrow 6 views 2 comments 0 points Most recent by Sandeep Adatrow Channel Revenue Management
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Only programs where I am the owner ar displayed when Using VB Excel Add in to Get Program BalancesSummary: Using VB Excel add in to get Channel Customer Checkbook balances, only the programs where i am the owner are fetched. I need all of the customer program blanace…
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Cannot enter claim Type nor Claim Reason when creating a claimSummary: Hi, When creating a claim I cannot enter the Claim Type nor claim Reason. If I click on LOV to select any nothing happens and therefore Claim creation fails. I …Victor Martin 36 views 7 comments 0 points Most recent by Sandeep Adatrow Channel Revenue Management -
Using VB Excel Add in to create Manual Adjustments, not possible to create with ItemSummary: Using VB Excel Add in to create Manual Adjustments, it does not appear possible to create with manual adjustment with Item as the Manual Adjustment number on th…J. McCracken 22 views 6 comments 0 points Most recent by Shankar-B-Oracle Channel Revenue Management
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Feasibility of using "Customer" as filter in Customer programsSummary: We are implementing Channel Revenue Management on Sell Side to manage the Customer Rebates. We have a requirement to fetch the Programs available for the Custom…
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Feasibility of Managing Forecasted Accruals in Channel Revenue Management (Sell Side)Summary: We are in the process of implementing Channel Revenue Management on the Sell Side to support customer rebate programs. A key requirement is the ability to manag…
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when adding a note, the author is a random series of characters, should be the user name.Summary: Hi, When we added a note to the customer programs under note and attachments it shows Authored by as some random name. is it supposed to show the username of th…
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Why is Customer Site Location number used instead of the customer Site number for Bill/Ship To qualiSummary: Why is Customer Site Location number used instead of the customer Site number when selecting Bill To or Ship To as qualifier for Customer Promotional program? C…J. McCracken 17 views 6 comments 0 points Most recent by Shankar-B-Oracle Channel Revenue Management
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Ability to show Ship to Site number for Customers on a Customer ProgramSummary: Looking for the ability to show Ship to Site number when adding multiple Customer ship to sites for Program. Currently, you can only see the Site number when th…
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Need Sample Payload for Program Eligibility Version 2 REST APISummary: We have a requirement to calculate customer Rebate at the time of Quote Creation in CPQ. As Oracle Channel Revenue Management is not tightly integrated with CX …
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Unable to search item in volume programsSummary: Unable to search items in volume programs. The same item is searchable in other programs/types, Lumpsum, and Customer Promotion. Content (please ensure you mask…Sandeep Adatrow 41 views 13 comments 0 points Most recent by Victor Martin Channel Revenue Management
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Manual adjustment allows to create adjustments for the customer which is not setup in the programSummary: While creating adjustments we see that we are able to select a different customer that is not setup in the program and still adjustments get created. Ideally sy…
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Settlement Error for Non-Promotional ClaimsSummary: Settlement Error for Non-Promotional Claims Content (please ensure you mask any confidential information): We are trying to create few non-promotional claims bu…
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What is the Oracle Recomended workaround for backdated accrualsSummary: A newly created customer promotional program from 01 jan - 31 dec 2025 based on sales order data from 01 jan is eligible for a discount of 2% for ALL items for …
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Wrong Program was associated during claim and settled, Options to correct?Summary: The wrong program was chosen for association during claim processing and is settled. For example, a volume program was associated in the claim instead the lump …
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Not able to create program in ChRM for specific BUSummary: When creating a customer program in Channel Revenue for a certain BU, getting the following error: You must enter the StatusId attribute. (CJM-6135006) Other BU…Harsheeta Patel 23 views 2 comments 0 points Most recent by Harsh Asthana Channel Revenue Management
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What are the seeded reports available in Channel Revenue ManagementSummary: We are trying to identify the seeded reports available for Channel Revenue Management Content (please ensure you mask any confidential information): We are tryi…Abhishek Sinha 52 views 10 comments 0 points Most recent by Shankar-B-Oracle Channel Revenue Management
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Customer rebate accrual calculation collectively for a group of customersWe have defined a customer volume program with the following Tiers 0-500k - 1% Rebate 500-1MN - 2% Rebate 1MN+ - 3% Rebate We have added three customers in that program …
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Manage Batches is not giving me an option to delete the open batch in channel revenue managementHi All, How can we delete the batch loaded in Channel revenue management? Kindly share the steps to purge or delete the data. Appreciate your support. Thanks, AnishaAnisha Middha 14 views 3 comments 0 points Most recent by Shankar-B-Oracle Channel Revenue Management -
The item's user-defined attribute in customer rebate program type -Customer Volume ProgramSummary: The requirement is to use the item user-defined attribute in the product rules in the program definition. The attribute works for the program type 'Customer Pro…Sandeep Adatrow 11 views 3 comments 0 points Most recent by Shankar-B-Oracle Channel Revenue Management
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Customer Promotional program approval workflow failing when lumpsum program approval rule existsSummary: Customer is using both Lumpsum Program & Customer Promotional Program The Lumpsum Program approval is based on Task.payload.getCustomerProgramResponse.result.lu…Mathew Thomas93 13 views 2 comments 0 points Most recent by Shankar-B-Oracle Channel Revenue Management
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How to setup sequence of Customer ProgramsSummary: How to setup sequence of Customer Programs Content (please ensure you mask any confidential information): We are enabled several Customer Programs Types. Howeve…Abhishek Sinha 21 views 9 comments 0 points Most recent by Shankar-B-Oracle Channel Revenue Management
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customer channel checkbook tablesSummary: Hi, May I know the underlying tables where checkbook information fetches data? are they belonging to ChRM or Finance modules? Or are there calculated values whi…Victor Martin 41 views 5 comments 0 points Most recent by GaganBhatia-OracleDev-Oracle Channel Revenue Management
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Program name search does not workSummary: For customer channel programs, in redwood UI you have the list of all programs created. If I search by specific program name, it does not work. I can filter by …Victor Martin 22 views 6 comments 0 points Most recent by Shankar-B-Oracle Channel Revenue Management
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Channel customer checkbook balances API failing in VBAFE: You must enter the DataForCode or DataForSummary: I enter the service host but still get the error attempting to download. I have all the security required. What needs to go into DataForCode DataFor Attribute R…
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REST API Customer Claim created successfully but cannot see it in UISummary: Hi, I have created a customer claim using REST API. It says claim has been created successfully and can see in response the Claim number. See attached request a…
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Do Sales Order Customer Qualifier only apply to SSD programs? Does it work with Load Invoiced SOs?Summary: Do Sales Order Customer Qualifier only apply to SSD programs? Does it work with Load Invoiced Sales orders? We want to use sales order EFF as custom qualifier a…J. McCracken 11 views 3 comments 0 points Most recent by Shankar-B-Oracle Channel Revenue Management
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Customer Accrual Summary Summarized_Flag and Group Accruals for Claim Accounting FlagSummary: Customer Accrual Summary Summarized_Flag and Group Accruals for Claim Accounting Flag Content (please ensure you mask any confidential information): Whenever we…Abhishek Sinha 22 views 4 comments 0 points Most recent by Shankar-B-Oracle Channel Revenue Management
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How to Manual Write-off in Claim for Promotional Settlement?Summary: The attached graphic shows the Settlement method of Manual Write-off supported for Promotional Claim settlement for Channel Revenue, however, we are not seeing …