Customer Programs
Discussion List
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How does the customer profitability impacted due to Sell side Channel revenue programs?Typically, the customer promotions rebates accruals and claim generation happen at a later date ( post invoicing of Sales order). How and when does the customer rebates …
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How to adjust accruals for volume based program?Volume based programs do not allow manual adjustments to correct accrual balances. What is the work around for this? For ex, Would we create a manual journal entry again…
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Sales person & Purchase Order details missing in the Program earned extractSummary: We have created sales order with the sales person information and PO number and used this sales order to create accruals for a customer program. The accruals ar…Mathew Thomas93 11 views 2 comments 0 points Most recent by Shankar-B-Oracle Channel Revenue Management
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Categories Exclusions not working in customer volume programSummary: Requirement: Customer volume program needs to exclude items from the categories selected. Test case: We are using a catalog called Brand..with 3 levels ..Brand …Sandeep Adatrow 1 view 1 comment 0 points Most recent by Shankar-B-Oracle Channel Revenue Management
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DFF from ChRM to AR. Service mapping available?Summary: Hi, I am wondering if we can pass Claim DFF from ChRM to AR. As far as I see only Claim number and associated program name travels from ChRM to AR. Can we use S…
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The value of the GroupAccrualsForClaimAccountingFlag attribute can't be updatedSummary: 25B introduced a new field for Customer Program creation for Grouping Accruals For Claim Accounting flag. Default is populated on the Customer Program Templates…Ross George 31 views 5 comments 0 points Most recent by Ranjith Sundaram-Oracle Channel Revenue Management
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Accrual calcualtion based on quantity for program type Customer promotion programSummary: Is there an option in customer programs to accrue based on quantity, other than Volume programs, which have tiers.? Either in Co-op program type or the Customer…
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Can we add/delete items to an Active Customer Channel ProgramSummary: Can we add/delete items to an Active Customer Channel Program The client needs the flexibility to add/delete/update Items in the Product qualifier once the Cust…Rakesh Viswambharan 11 views 4 comments 0 points Most recent by Rakesh Viswambharan Channel Revenue Management
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FAILED:The total write-off amount must fall within the receipt write-off limits rangeSummary: Settle Customer claims is failing for the Write-off settlement with "The total write-off amount must fall within the receipt write-off limits range set in the C…
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Channel batch attributes updateSummary: Channel batch attributes update Content (please ensure you mask any confidential information): We are looking to populate DFF attributes in the batch generated …Abhishek Sinha 21 views 4 comments 0 points Most recent by Abhishek Sinha Channel Revenue Management
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How to Retire a Program and Reduce Accruals to Zero for volume basedSummary: The business scenario is that a customer did not claim accruals after 3 years for a volume based program. As part of the contract, the customer must claim accru…
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"Not able to select Business Unit while running Load Transactions"Summary: We are implementing Customer Promotion channel Program. We are able to create and activate Customer Channel Program (Promotions) and ship orders for the custome…Subrat 15 views 3 comments 0 points Most recent by Ranjith Sundaram-Oracle Channel Revenue Management
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How to create one AP invoice for multiple claims belonging to multiple AR customersSummary: We have a requirement to create one AP invoice for multiple Claims created for different customers . Ex: There is one claim for Customer A, Customer B and Custo…Rakesh Viswambharan 1 view 3 comments 0 points Most recent by Rakesh Viswambharan Channel Revenue Management
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Product catalog setting used for Coop and Annual Volume programs is limited to one catalogSummary: The Product catalog setting used for Coop and Annual Volume programs is limited to one catalog. For Promotion and Volume progams, 1 or more catalog's can be ass…
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What is the Customer Adjustment Type used for Create Accruals in the Sales&Expense mapping set?Summary: If the * is removed as an input value from the mapping set for sales and expense, the job to Create Accruals fails to find an account. We have the values INCREA…
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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 1 comment 0 points Most recent by Shankar-B-Oracle Channel Revenue Management
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Monitor Claims not creating invoicesSummary: Hi, What is the best way or best practice to monitor that Claims are not creating invoices/credit memos? Once the claim is created schedule ESS Job should creat…Victor Martin 1 view 1 comment 0 points Most recent by Ranjith Sundaram-Oracle Channel Revenue Management
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link between Claim and AR Credit MemoSummary: How to identify in AR Credit Memo from which Claim has been created? Currently we are using manual claims and credit memo as settlement method. AR Credit memo i…
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Accounting entries for Promotional and Non Promotional Claims SettlementSummary: Accounting entries for Promotional and Non Promotional Claims settlement Content (please ensure you mask any confidential information): We are looking for diffe…Abhishek Sinha 11 views 3 comments 0 points Most recent by Ranjith Sundaram-Oracle Channel Revenue Management
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Attachments Claims workflow approvalSummary: Hi, We have been testing approval workflow now in UAT and have noticed one problem. When you create the Claim you can enter both comments for approval and also …
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cancel settled claimsSummary: Hi, Is it possible to cancel a claim once is settled? if not possible. When is the last moment you can cancel a claim? If it is possible, how to do that? Do you…
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Channel Claims manager Role not working?Summary: Hi, I have a user which is having Channel Claims Manager role and data access set to BU. However when doing login she does not have access to Customer Channel M…
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How to do data conversion of Customer Channel Programs?Summary: Looking for FBDI template to upload Customer Channel Programs. - Customer Promotions Customer Annual Co-op Customer Annual Volume Customer Lumpsum Customer Volu…
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When clicking on the Customer number in the Checkbook receiving "Error response during Rest Action"?Summary: When clicking on the Customer number in the Checkbook, we are receiving "Error response during Rest Action". We can access the Checkbook fine, but when clicking…
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REST API Lump Sum ProgramSummary: How to create a lump Sum program via REST API? I have been going through documentation And I am using VB Excel Add-In. If I try to create only a program, it fai…Victor Martin 221 views 54 comments 0 points Most recent by Shankar-B-Oracle Channel Revenue Management
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Customers not displaying for Business Unit in Create Customer ProgramSummary: When selecting the US business unit, we are able to select customers in the Customer programs. When selecting the CA business Unit, customers are not displaying…
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What is the usage of Customer Trade ProfilesSummary: What is the usage of Customer Trade Profiles Content (please ensure you mask any confidential information): We are looking to understand the usage of Customer T…
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What is difference in functionality in ChRM Springboard AppsSummary: What is difference in functionality in ChRM Sprinboard Apps - "Deduction and Settlement" &"Customer Channel Management" Content (please ensure you mask any conf…
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SQL to identify eligible sales orders for accrual generationSummary: SQL to identify eligible sales orders for accrual generation Content (please ensure you mask any confidential information): We have identified several orders wh…Abhishek Sinha 11 views 3 comments 0 points Most recent by Shankar-B-Oracle Channel Revenue Management
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how to create a custom qualifier for customer programs based on Pricing segmentSummary: We need to create Customer promotion program with qualifier as pricing segment or one of the segment of pricing profile. Please provide some documentation for t…Gautam Kumar erp 1 view 1 comment 0 points Most recent by Satya Ganti-Oracle Channel Revenue Management