ORACLE E-BUSINESS SUITE

RELEASE CONTENT DOCUMENT

Channel Revenue Management

Releases 12.1 and 12.2 (inclusive of 12.1.2 – 12.2.10)

Prepared by Oracle E-Business Suite Product Development

Last Updated: March 30, 2021

Copyright © 2011, 2021, Oracle and/or its affiliates.

Table of Contents

1. Disclaimer 1
2. Introduction 2
2.1. Purpose of Document 2
3. New and Changed Features in Channel Revenue Management 3
3.1. Product Repackaging Overview 3
3.2. Oracle Accounts Receivable Deductions Settlement 3
3.2.1. Overview 3
3.2.2. Release 12.1.1 3
3.2.2.1. Trade Profile Enhancements 3
3.2.3. Release 12.1.2 4
3.2.3.1. Rule-Based Settlement 4
3.2.4. Release 12.1.3 4
3.2.4.1. Sub-Ledger Architecture Uptake 4
3.2.4.2. Claims Mass Update 5
3.2.4.3. Settlement Preference by Operating Units 5
3.2.5. Release 12.2 5
3.2.5.1. New OA Framework UI for Claims 5
3.2.6. Release 12.2.5 5
3.2.6.1. Mass Settlement Public API 5
3.2.7. Release 12.2.6 6
3.2.7.1. Channel Period Management 6
3.2.7.2. Autopay Improvements 6
3.2.8. Release 12.2.7 6
3.2.8.1. Standalone Channel Revenue Management 6
3.2.8.2. UI Improvements 7
3.2.8.3. Multi Currency Support for Claim Approval Rules 7
3.2.9. Release 12.2.8 7
3.2.9.1. UI Improvements 7
3.2.9.2. AP Settlement Exception Handling 7
3.2.9.3. Mass Settlement Enhancements 7
3.3. Oracle Channel Rebate and Point-of-Sale Management 8
3.3.1. Overview 8
3.3.2. Release 12.1.2 8
3.3.2.1. Profile-Based Accrual Creation and Settlement 8
3.3.3. Release 12.1.3 9
3.3.3.1. Third Party Accruals in Draft Mode 9
3.3.3.2. Profile to Control Accrual Calculation based on Order Type 9
3.3.4. Release 12.1.3+ 9
3.3.4.1. Volume Offer Enhancements 9
3.3.4.2. Volume Offer Back Dated Adjustments 9
3.3.5. Release 12.2 9
3.3.5.1. New OA Framework UI for Offers 9
3.3.6. Release 12.2.4 9
3.3.6.1. Volume Offer Enhancements 9
3.3.6.2. Enhanced Budget Checkbook 10
3.3.6.3. Miscellaneous Offer Enhancements 10
3.3.7. Release 12.2.5 10
3.3.7.1. Volume Offer Back Dated Adjustments 10

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 3.3.7.2. Support for Oracle Order Management Gross Margin Calculations 11
3.3.8. Release 12.2.6 11
3.3.8.1. Funds Accrual Engine Performance Improvements 11
3.3.8.2. Mobile Approvals 11
3.3.9. Release 12.2.7 11
3.3.9.1. Custom Beneficiary Support 11
3.3.9.2. Web ADI Template Support 12
3.3.9.3. Qualifier Group Number Enhancement 12
3.3.9.4. UI Improvements 12
3.3.10. Release 12.2.8 13
3.3.10.1. Ability to Pay Offers with 0 Earnings 13
3.3.10.2. Offer Ledger - Budget Ledger Validation 13
3.3.10.3. Offer Reconciliation Enhancements 13
3.3.10.4. Volume Offer Performance Improvement 13
3.3.11. Release 12.2.10 13
3.3.11.1. Exclusive Modifier Across Event Phases Support 13
3.4. Oracle Price Protection 14
3.4.1. Overview 14
3.4.2. Release 12.1.2 14
3.4.2.1. Enhanced Adjustments Flows 14
3.4.2.2. Enhanced Parallel Approvals 14
3.5. Oracle Supplier Ship and Debit 15
3.5.1. Overview 15
3.5.2. Release 12.1.2 15
3.5.2.1. Automated Claim/Batch Adjustments for Supplier Rejects 15
3.5.3. Release 12.1.3 15
3.5.3.1. Accruals based on Indirect Sales 15
3.6. Oracle Channel Revenue Management Command Center 16
3.6.1. Overview 16
3.6.2. Release 12.2.8+ 16
3.6.2.1. Claims Dashboard 16
3.6.3. Release 12.2.9+ 16
3.6.3.1. Budget Dashboard 16
3.6.4. Release 12.2.9++ 17
3.6.4.1. Support for Descriptive Flexfields 17
3.7. Oracle Channel Revenue Management Information Discovery 17
3.7.1. Overview 17
3.7.2. Support Update 17
3.7.3. Release V4 18
3.7.3.1. Claims Dashboard 18
3.7.3.2. Budget Dashboard 18

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document iii
1. Disclaimer
This Release Content Document (RCD) describes product features that are proposed for
the specified releases of the Oracle E-Business Suite. This document describes new or
changed functionality only. Existing functionality from prior releases is not described. It
is intended solely to help you assess the business benefits of upgrading to the specified
release of the Oracle E-Business Suite.
This document in any form, software or printed matter, contains proprietary information
that is the exclusive property of Oracle. Your access to and use of this confidential
material is subject to the terms and conditions of your Oracle Software License and
Service Agreement, which has been executed and with which you agree to comply. This
document and information contained herein may not be disclosed, copied, reproduced or
distributed to anyone outside Oracle without prior written consent of Oracle. This
document is not part of your license agreement nor can it be incorporated into any
contractual agreement with Oracle or its subsidiaries or affiliates.
This document is for informational purposes only and is intended solely to assist you in
planning for the implementation and upgrade of the product features described. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described in this document remains at the sole discretion of Oracle.
Due to the nature of the product architecture, it may not be possible to safely include all
features described in this document without risking significant destabilization of the code.

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Purpose of Document 1
2. Introduction

2.1. Purpose of Document

This Release Content Document (RCD) communicates information about new or changed
functionality introduced in Oracle E-Business Suite Releases 12.1 and 12.2, and in
subsequent Release Update Packs (RUPs) and off-cycle patches.
The features and enhancements described in this document are grouped by product, and
then by the release in which they first became available, for example, “Release 12.1.1”.
Features released in an off-cycle patch have a special designation – for example, a feature
released after 12.1.1, but before 12.1.2, is designated as “Release 12.1.1+”.

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Purpose of Document 2
3. New and Changed Features in Channel Revenue
Management

3.1. Product Repackaging Overview

Oracle Trade Management is now a suite of four products in a new product family called
Channel Revenue Management that manages financially oriented channel processes. The
Oracle Trade Management product has been repackaged into two product modules, and
two new modules have been introduced. The four product modules introduced as part of
the Trade Management unbundling are:
• Oracle Accounts Receivable Deductions Settlement (formerly Oracle Trade
Management)
• Oracle Channel Rebate and Point-of-Sale Management (formerly Oracle Trade
Management)
• Oracle Price Protection
• Oracle Supplier Ship & Debit
For more information on Oracle Channel Revenue Management:
Oracle Learning

3.2. Oracle Accounts Receivable Deductions Settlement

3.2.1. Overview
Oracle Accounts Receivable Deductions Settlement reduces both the transaction costs of
settling claims and the hidden costs of deductions. Without automation, resolving claims
is a slow process. Accounts Receivable Deductions Settlement provides a central
repository of all claims and deductions to claim analysts, giving them easy access to the
information they need to resolve claims quickly, and to give management full visibility
into outstanding claims and deductions.
Tight integration between claims processing and back-end financial systems greatly
reduce settlement costs and cycle time. Accounts Receivable Deductions Settlement
integrates resolution of deductions and claims with receivable systems and accounts
payable and validates that the correct general ledger accounts are assigned. Properly
approved claims automatically spawn payments and credits in Oracle Payables and
Oracle Receivables.
3.2.2. Release 12.1.1

3.2.2.1. Trade Profile Enhancements

These enhancements are based on existing customer requests and business requirements
for Oracle Price Protection and Oracle Ship and Debit.
Presently, users can define just one set of trade profile per customer account under a
particular party. Customers need the ability to define trade profiles at customer site level
along with a generic profile at the customer account level. For example, customers have
offers that are designed for a specific customer site (either bill to or ship to); they require
the earnings against such offers be paid out only to the qualifying site. The Trade Profiles
enhancements in the 12.1.1 release will provide AR Deductions and Settlement as well as
the Oracle Channel Rebate and Point-of-Sale Management users with the ability to define

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Product Repackaging Overview 3
 trade profiles at customer site level along with a generic profile at the customer account
level.
Along with the above described site level trade profiles enhancement, a new Supplier
Trade Profiles setup will also be added in Release 12.1.1 to capture some critical supplier
site specific profiles that will help determine supplier preferences for price protection and
supplier ship and debit flows.
Additional enhancements in the module will also support the administrative functions
that will be leveraged by Oracle Price Protection and Oracle Ship and Debit.

3.2.3. Release 12.1.2

3.2.3.1. Rule-Based Settlement

When customers deduct/short pay, a credit may already exist in the system corresponding
to the customer deduction. Often times the customers cite the reason and the necessary
document reference on their deductions which is then used to offset the deduction with
the appropriate credit. In such scenarios there is little reason to further research or
investigate the deduction and in the ideal world corporations would like to automatically
offset these two open items, i.e. the open deduction and the open credit with one another
without the need for a user to perform any manual action. In the current release this
process is time consuming and requires users to manually look up matching credits in the
AR system before they can offset the two open transactions.
Also when customers deduct for promotional reasons or against a price protection
agreement, many times they provide a promotion ID or a pre-authorized debit memo
number on their deductions or claims. In such scenarios, there is no need for users to
further investigate such deductions and they should be systematically processed against
any available accruals to close out the transaction. Currently this process is manual and
requires users to navigate to the associate accruals screen and manually associate the
accruals with the deduction/claim and then initiate settlement through the settlement
process.
The Rule Based Settlement solution will eliminate all manual actions required by users
for deductions and claims that can be automatically resolved. This will allow companies
to achieve overall efficiency in their deduction management process. Deductions coming
in with sufficient information that can be mapped back to either an open credit or an open
accrual/payable in the system will automatically be closed based on a matching
intelligence.
Along with the systematic settlement, the system will also provide for proper controls via
approvals. Once the system determines the transactions that can be auto-matched, the
users will be provided with a settlement preview and mass approval feature that will
enable them to review and approve the items matched by the system.
3.2.4. Release 12.1.3

3.2.4.1. Sub-Ledger Architecture Uptake

Oracle Sub-ledger Accounting (SLA) is a rule based accounting engine that centralizes
all accounting for Oracle E-Business application. SLA enhances the flexibility and
accuracy of transaction accounting. With a flexible tool called Accounting Methods
Builder, users can determine the accounts, lines, descriptions, summarization, and dates
of their journal entries. Users can also add detailed transaction information to journal
headers and lines. Detailed sub-ledger accounting journals are available for analytics,

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Accounts Receivable Deductions Settlement 4
 auditing, and reporting. SLA enables a common data model and a common UI across all
Oracle sub-ledgers.

In release R 12.1.3 Oracle Channel Revenue Management leverages SLA to provide

detailed, fully auditable accounting representations of all Promotional Accrual
transactions. All current accounting functionality in Channel Revenue Management is
now mapped to SLA through a flexible rules-based methodology. Increased flexibility in
accounting will enable users to easily create and modify their accounting policies, rapidly
implement changing external or regulatory requirements and at the same time enable
them to meet fiscal and management reporting needs. SLA Integration will further
enhance Channel Revenue Management’s multi-currency support and enable accurate
exchange gain or loss calculations for reporting and secondary ledgers.

3.2.4.2. Claims Mass Update

In a high volume claims environment it can be very tedious to update claims one by one.
Claims Mass Update screen is a brand new feature introduced in R12.1.3 + that will
allow users to update information for multiple claims using a single screen. Some of the
fields that can be updated using this page are owner, broker, salesperson, claim reason,
claim type, Customer reference, descriptive flexfields, settlement, notes and attachment.

3.2.4.3. Settlement Preference by Operating Units

Settlement by Operating Unit allows users to define autopay settlement defaults at

Operating Unit level. Apart from the existing customer level defaults users can now
additionally enable settlement preferences for a given Operating Unit

3.2.5. Release 12.2

3.2.5.1. New OA Framework UI for Claims

A new UI has been introduced for Claim Create and Update. This UI has been developed
in Oracle Application Framework (OAF). Introduction of OAF brings in many desirable
framework features; e.g. Context view of claim header detail, Consistent and Compelling
User Interface, User Interface Interactivity, Durable Personalization and Extensibility.
A new claims update UI allows claims users to more quickly resolve deductions with
fewer clicks or entries. A default view of promotional earnings has been provided that
enables claims users the ability to resolve a promotional claim or deduction in a
simplified manner and with far fewer steps.

3.2.6. Release 12.2.5

3.2.6.1. Mass Settlement Public API

A new Public API for Claims Mass Settlement has been introduced in Release 12.2.5.
The support for this API is a great feature for customers with high volumes of claims and
AR transactions. This API will allow customers to effectively and systematically net out
open deductions with open AR transactions (debits as well as credits).

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 3.2.7. Release 12.2.6

3.2.7.1. Channel Period Management

In order to ensure Channel Revenue Management works as a true sub ledger and also to
eliminate any accounting exceptions, the product provides for Period Management
functionality in release 12.2.6. Channel period management includes the ability to
populate GL period definitions in Channel Management for review and maintenance
along with the ability to open/close periods to ensure all the transactions are successfully
posted to GL before the corresponding GL period is closed. This process ensures all
Channel transactions are properly accounted for and that the balance sheet projects the
most accurate information in terms of Channel accruals and claim payments.

3.2.7.2. Autopay Improvements

In the existing Channel Revenue Management solution users can leverage the autopay
functionality to schedule automatic payments for their customers. In release 12.2.6 this
feature has been further enhanced to include flexible scheduling options resulting into
structured payment plans. The new features introduced via this enhancement provide
Channel users with full control on how often and which accruals they choose to pay out.
Some high level changes include:
• Autopay by Period Support
• Autopay by Accrual Start Date & End Support
• Autopay Frequency Support on Offer Setup

3.2.8. Release 12.2.7

3.2.8.1. Standalone Channel Revenue Management

A new standalone version of Channel Revenue Management will be available with
Release 12.2.7. These standalone versions includes a set of new web services, profiles
and extract tables that will enable most Channel flows in a standalone mode. New public
interfaces are available for all required integrations and they are fully supported. Some of
the new interfaces included in this release are:
• Accrual Extract View and Get/Find/Update API
• Claim Settlement Extract View and Get/Find/Update API
• API to Get Off invoice modifier in case of Third Party Order Management
• API to Create utilization for Off invoice modifier
• API to Get/Find Claim Details for Settlement in Third Party Application
• API to Close and Re open Claim
• Raising business event for Accrual Extract, Settlement Extract and claim Closure
for Third Party Integrations
Leveraging the new standalone version, Customers can very easily and efficiently enable
integrations for Channel Revenue Management with any third party Order Management,
Accounts Receivables, Accounts Payable and General Ledger applications, including
Oracle Fusion Cloud.

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 3.2.8.2. UI Improvements
New OA Framework based UI is introduced for claims summary in Release 12.2.7. The
new summary UI is extremely flexible and easily extensible. The summary pages support
the following three kinds of searches for claims:
• Saved Search
• Simple Search
• Advanced Search
With these searches users can easily search and filter claims based on any criteria and
attribute supported on the claims data. These searches enable easy claim discovery along
with quick navigation and fewer clicks.

3.2.8.3. Multi Currency Support for Claim Approval Rules

Most Channel Customers work in a global environment where they deal with multiple
currencies and usually have claims in multiple currencies. In Release 12.2.7 the multi
currency support for claim approval rules will allow users to setup a single approval rule
that can be applied to claims of all currencies.
Customers will still have the ability to optionally setup currency specific claim approval
rules. However if required, they can setup an approval rule for a single currency and the
system will automatically convert foreign currency claim amounts to determine the most
appropriate approval workflow. This feature is a huge time and resource saving for
customers who do not have the need to define currency specific approval rules, as they
can setup just one single approval rule that will be applied across foreign currency
claims.
3.2.9. Release 12.2.8

3.2.9.1. UI Improvements
In release 12.2.8, introduced the ability to search and associate promotional earnings by
Invoice Number. This will give customers additional flexibility while performing
associations and to ensure appropriate accruals are paid.
To enhance the usability of the claims association process, introduced a new table
Associated Accrual Details in the Promotional tab. Associated Accrual Details table will
save and display all accruals that are already associated with the claim.
Introduced the capability to delete associated records individually from the Associated
Accrual Details region and the Scan Promotional region.

3.2.9.2. AP Settlement Exception Handling

Introduced an option to reopen closed claims when corresponding invoice is canceled in
Oracle Payables.
This feature also supports synchronizing latest settlement documents & vendor
information from Payables Invoice to ChRM claims when check/check status/vendor
information is updated in Payables Invoice.

3.2.9.3. Mass Settlement Enhancements

Mass Settlement API is enhanced to support settling claims with unrelated customer’s
open debit/credit transactions.

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 To enhance usability, an option is introduced to perform Mass Settlement either in
Synchronous or Asynchronous (new) mode from UI.
Once mass settlement process is initiated in Asynchronous mode from UI, users can
navigate to other tabs and continue their work. The concurrent process will run in the
background and once completed, the status will be displayed in UI.

3.3. Oracle Channel Rebate and Point-of-Sale Management

3.3.1. Overview
Oracle Channel Rebate and Point-of-Sale (POS) Management provides functionality
above and beyond that provided by Oracle Advanced Pricing for pricing scenarios
including net accruals, retroactive pricing, complex volume pricing agreements, supplier
ship and debit and the ability to update the correct general ledger accounts for all pricing
situations including discounts. This is the only system in Oracle today that provides the
correct accounting procedures for price reductions given on invoices.
Oracle Channel Rebate and Point-of-Sale Management also controls pricing in multi-
tiered distribution, processes that currently are time consuming, expensive to process, and
difficult to audit & control. Companies in many industries today need the ability to
import, cleanse POS data, manipulate it to track channel inventories and validate complex
pricing agreements. This system addresses four critical areas related to the effective
processing – POS data load, data validation & cleansing, dispute handling and claims
settlement. Out of the box the system handles key business flows in Life Sciences, High
Tech and other industries commonly referred to as Medical Devices Charge Back, Ship &
Debit, Food Services Contract or Deviated Pricing.
3.3.2. Release 12.1.2

3.3.2.1. Profile-Based Accrual Creation and Settlement

Oracle Channel Management and POS Processing allow organizations to pull in third
party sales data [POS] from its distributors. The system is enabled to validate the POS
data for consistency and processes the data against special price agreements that exist in
the system.
In the current release of the product, the earnings for a Special Price Request are created
upfront with the approval of a special price and the earnings are relieved as the POS data
is received and validated.
Changing business and accounting needs require the process be flexible so as to enable
the business users to decide if the accruals need to be created up front or based on the
POS data receipt. In addition, Users need control over the claim creation and settlement
process where they need to decide if the claims are automatically to be created and settled
as soon as the POS is received or will these claims be created manually and settled on a
need basis
The enhancement for profile based accrual creation and settlement allows for a profile
based configurable setup to meet the business requirements. Based on accounting policies
and revenue recognition needs, organizations will now have the ability to
• Accrue earnings immediately
• Accrue earnings based on receipt of POS data
• Automatically create and settle POS claims on accrual
• Settle POS claims as needed

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Channel Rebate and Point-of-Sale Management 8
 3.3.3. Release 12.1.3

3.3.3.1. Third Party Accruals in Draft Mode

While processing resale data for third party accrual calculations, customers now have an
option to simulate the accruals using a ‘draft mode’. This gives customers a chance to
review potential accrual and make changes either to the sales data or rebate/offer
definition before the final posting to General Ledger. This feature allows you to take
control of your accruals from indirect sales and make necessary provisions in a timely
fashion.

3.3.3.2. Profile to Control Accrual Calculation based on Order Type

Certain Returns in Order Management are not invoiced or credited and may need to be
excluded from the accrual calculation. A new profile introduced in R12.1.3+ will provide
flexibility for users to decide what orders shouldn’t accrue based on their Order Type.

3.3.4. Release 12.1.3+

3.3.4.1. Volume Offer Enhancements

This feature was back-ported from 12.2.4. Refer to the full feature description under the
12.2.4 section for this product.

3.3.4.2. Volume Offer Back Dated Adjustments

This feature was back-ported from 12.2.5. Refer to the full feature description under the
12.2.5 section for this product.

3.3.5. Release 12.2

3.3.5.1. New OA Framework UI for Offers

New UIs have been introduced for Offer Creation & Update. This UI has been developed
in Oracle Application Framework (OAF). Introduction of OAF brings in many desirable
framework features; e.g. Consistent and Compelling User Interface, User Interface
Interactivity, Durable Personalization and Extensibility.
The new offer Create and Update UIs allow business users to perform their regular
promotion / offer definition in a simplified manner using a minimal number of clicks.
The new offer creation UI is available for three of the most commonly used offer types:
Off Invoice, Trade Deal and Accrual Offer.

3.3.6. Release 12.2.4

3.3.6.1. Volume Offer Enhancements

One of the most commonly used promotion/offer types in Channel is the Volume Offer.
Volume offers, whether on an off invoice or accrual basis, are frequently used as
incentives to customers, buying groups or partners, based on their cumulative purchase
volume over a period of time. These volume discounts allow businesses to purchase
additional inventory at reduced cost, and allow manufacturers to increase their revenues

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Channel Rebate and Point-of-Sale Management 9
 by selling more units to incentivized buyers. This feature is the basis of almost all the
businesses happening currently in the world.
In release 12.2.4 the volume offer capabilities are further enhanced to provide for all
possible scenarios in maintaining and executing volume offers like the ability to enhance
the adjustment screen to add/remove parties, formula and tiers in a volume offer while
keeping the ability to add/remove products.
Also in this release the volume offer UI has been ported to Oracle Application
Framework (OAF) which provides a better user interface as users are able to navigate and
click through various screens quickly and efficiently.
A portion of this feature is back-ported to 12.1.3+.

3.3.6.2. Enhanced Budget Checkbook

Budget Checkbook is a great report that enables customers to get a complete picture of all
customer accruals with drill down to the actual transactions. The budget checkbook view
has been enhanced in R12.2.4 adding in a lot of flexibility and better user experience.
Users are now able to search on accrual data, order number, payment document number
and so on. The enhanced checkbook capability allows users to group data by criteria and
to enable quick identification of accrual transactions.

3.3.6.3. Miscellaneous Offer Enhancements

Release 12.2.4 of Channel Revenue Management also includes various offer related
enhancements, to name a few:
• New Oracle Applications Framework (OAF) User Interface for updating offers
• Added support for use of custom product qualifiers
• Ability to add/update advanced options at product line level
• Ability to mass update offer advanced options
• Support for customer hierarchy flag for rebate calculation
• Offer line level Beneficiary support
• Offer Adjustment public API

3.3.7. Release 12.2.5

3.3.7.1. Volume Offer Back Dated Adjustments

In Release 12.2.5 Channel’s robust Volume Offer functionality has been further enhanced
with the support of back dated adjustments that will now also reverse out earnings on a
volume offer for product/product categories as well as market eligibility. These reversals
will also take into consideration the sales volume and reset the tier for the promotion.
Volume adjustments can be carried out to either end date or completely remove a product
or a customer from the offer’s definition. Proper approvals and accounting ensure that the
process is error free and seamless.
A portion of this feature is back-ported to 12.1.3+

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 3.3.7.2. Support for Oracle Order Management Gross Margin Calculations
Offers/Promotions created in Channel Revenue Management are typically treated as
marketing expenses and can be considered in the calculation of gross margin for items.
With Release 12.2.5 Customers will now have an option to include accruals created in
Channel while calculating Gross Margins in Oracle Order Management.

3.3.8. Release 12.2.6

3.3.8.1. Funds Accrual Engine Performance Improvements

The funds accrual engine program has been enhanced in Release 12.2.6 to enable
processing of accruals for a single operating unit at a time. Operating unit options
include:
• All Operating Units that user has access to
• Any one single Operating Unit at a time
• Global Offers – Across Operating Units
Additionally the program has been broken down into multiple child programs to process
each of the following procedures separately:
• Offer Adjustments
• Volume Adjustments
• ASO Queue processing
These changes improve the funds accrual engine performance considerably.
A part of this feature is back-ported to 12.1.3+

3.3.8.2. Mobile Approvals

Oracle Mobile Approvals for Oracle E-Business Suite is a smart phone application that
allows approvers and managers to respond on-the-go to pending approval requests. From
their phone, anywhere and anytime, managers can take quick action on approval requests
for budgets, offers as well as claims. Mobile approvals are supported for both iOS and
Android platforms. This feature is huge time saver as it allows approvers to quickly and
effectively approve or reject transactions from their mobile devices.

For a full description, refer to the E-Business Suite Applications Technology Release
Content Document.
This feature is back-ported to 12.1.3+

3.3.9. Release 12.2.7

3.3.9.1. Custom Beneficiary Support

Certain business flows require assigning a dynamic beneficiary to an accrual record
rather than defaulting a static value from the offer setup. With the new custom
beneficiary support a unique beneficiary can be added to every single accrual record.

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 In order to support this requirement a new custom beneficiary option is made available to
the user, which in the background executes a configurable API to retrieve the beneficiary
value for every accrual generated.

3.3.9.2. Web ADI Template Support

The newly added Web ADI template enhancement provides users the option to save and
reuse an existing template. This improvement also includes the option of creating a new
Indirect Sales batch with a batch number/name of user’s choice in place of a system
generated default.

3.3.9.3. Qualifier Group Number Enhancement

Market Qualifier setup in Channel Revenue Management refers to a fixed set of group
numbers like 10/20/-1 when establishing ‘Mandatory’, ‘AND’ & ‘OR’ conditions for
rebates and offers. This setup is enhanced in Release 12.2.7 such that Customers can now
leverage generic terms that are intuitive to their business users while setting up offer rules.
A new profile option determines whether existing numbers will be displayed on the Market
Eligibility user interface for offers or would it be a set of user defined group names.
Customers can define desired group names/numbers and map it to the system codes. This
enhancement simplifies offer Market Eligibility setup process by eliminating manual entry
of complex group numbers.

3.3.9.4. UI Improvements
New OA Framework based UI is introduced for Budgets, Offers and Indirect Sales
Management summary in Release 12.2.7. The new summary UI is extremely flexible and
easily extensible. The new summary pages are available for all of the following:
• Offers
• Budgets
• IDSM – Sales Data Upload
• IDSM – Inventory Tracking

The summary pages support the following three kinds of searches:

• Saved Search
• Simple Search
• Advanced Search

With these searches users can easily search and filter data based on any criteria and
attribute supported on the transaction data. These searches enable easy information
discovery along with quick navigation and fewer clicks.

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 3.3.10. Release 12.2.8

3.3.10.1. Ability to Pay Offers with 0 Earnings

In certain business scenarios, users need an option to pay an offer to any of their
customers without any validations. To support this requirement a new flag is introduced
in the Create Offer and Update Offer pages. For offers where this flag is selected
Customer, Product, and Pay Over validations during claim payments will be skipped.

3.3.10.2. Offer Ledger - Budget Ledger Validation

The Budget LOV in an offer currently displays budgets regardless of the offer ledger. In
release 12.2.8, a profile option is introduced to give the flexibility to enforce offer ledger
and budget ledger validations during offer creation or budget request.
This feature is backported to release 12.1.3+.

3.3.10.3. Offer Reconciliation Enhancements

In release 12.2.8, reconciliation process is enhanced to support reconciliation of overpaid
offers. When user reconciles an overpaid offer, then the offer’s Utilized & Earned
amount will be increased to match the Paid amount
To enhance performance and usability, added an option to perform offer reconciliation
either in Synchronous or Asynchronous (new) mode from UI. Once Reconciliation
process is initiated in Asynchronous mode, users can navigate to other tabs and continue
their work. The reconciliation process will run in background and after completion the
status will be displayed in UI.

3.3.10.4. Volume Offer Performance Improvement

To enhance volume offer tier calculation performance, a new profile option is introduced.
This profile determines whether new accruals that are not tier adjusted will be picked for
tier adjustment or all accruals will be picked for processing. Once the profile is set, at the
time of backdated adjustment processing, accruals from adjustment effective date only
will be reprocessed. Performance for volume offer tier calculation is improved for
customers with huge checkbook entry as this limits the number of accruals getting
processed.
This feature is backported to release 12.2.5.
3.3.11. Release 12.2.10

3.3.11.1. Exclusive Modifier Across Event Phases Support

In this release Oracle Pricing has added the capability for users to create a modifier that is
exclusive across all pricing phases. With this enhancement, when this exclusive modifier
line gets applied, it overrides all other modifiers, irrespective of their pricing phase.
In Channel Revenue Management, pricing phases are defined in Advanced Options while
creating offers. In addition to the existing phases, users can now select the new phase
Across All Phases, if they want to make the offer exclusive across phases.

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 3.4. Oracle Price Protection
3.4.1. Overview
Many high tech companies use channels as resellers to simplify the distribution process.
Price protection agreements are often in place between vendors and distributors as well as
between distributors and their customers (i.e. retailers). These agreements protect
distributors and retailers when vendors change the prices of their products.
Oracle Price Protection is a new module that provides distributors the ability to adjust and
control their inventory valuations, purchasing costs and sales pricing based on pricing
changes received from vendors. Price Protection automates the price protection
processes when a vendor changes the price of a product and adjusts the GL records
systematically. More specifically, this product:
• Generates and tracks price-protection claims for both on-hand product inventory
and customer product inventory
• Updates inbound prices lists and purchasing systems with new prices
• Updates costing and financial systems to reflect new prices
Price Protection leverages Oracle Fusion Middleware and has service-oriented
architecture to allow for rapid deployment into heterogeneous environments. Moreover,
Price Protection is designed to work out-of-the-box with Oracle E-Business Suite.
By using Oracle Price Protection, customers can streamline the execution of price
protection processes, minimize transactional errors, and leverage the service-oriented
architecture to maintain a low total cost of ownership.
3.4.2. Release 12.1.2

3.4.2.1. Enhanced Adjustments Flows

Price Protection agreements are often received with an execution date in the future or
with an effective date in the past. User’s need the ability to adjust inventories to ensure
appropriate inventories have been included or excluded based on certain criteria – such as
received one day before the effective date range of covered inventories. In addition the
effective dates can often change. For example an agreement is received today with an
effective date of Dec 1 and the supplier can change this to effective Nov 1 or even delay
till Dec 15.
In the current release, any inventory adjustments made after the acceptance and start of
the process will not go through for approval of the inventory adjustment. In addition once
a price protection transaction is received, the effective date is locked and not updatable.
This updated design of processing flows allow users to forecast inventory claims prior to
the effective dates and ensures that any adjustments made to inventory claims are
approved prior to the Price Protection execution of an invoice / claim to the supplier. The
effective dates can be edited up till the actual execution of the entire agreement.

3.4.2.2. Enhanced Parallel Approvals

Price Protection agreements involve price book changes that can impact multiple
products. In the approval process, the current design allows for the transaction to go
through multiple user approvals in a serial order and a Price Protection transaction
approval request cannot be sent to multiple users in parallel.
In many situations there could be multiple users in charge of product lines within a single
Price Protection agreement. There is a business requirement to allow a single transaction
approval request be simultaneously submitted to multiple users based on product line

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 ownership. The Parallel Approval flow enables this business need as the system is now
enhanced to allow the routing of approvals to a single or set of users with a first
responder / consensus based approval. This design supports serial as well as parallel
approvals.
These enhancements improve user productivity and provide the ability to audit, adjust
and execute transactions seamlessly.

3.5. Oracle Supplier Ship and Debit

3.5.1. Overview
The Supplier Ship and Debit module provides distributors with the ability to request
special pricing requests from their suppliers in order to meet competitive pricing
situations for product already paid for and in their inventory. The Supplier Ship and Debit
module enables the resolution to a very common and complex problem in the Industry.
The Ship and Debit claims are processed and settled in a timely manner. The ability to
capture authorization information and Sales data based on the authorization is crucial to a
timely resolution of claims.
Supplier Ship and Debit automates the process and ensures the accuracy of the data thus
ensuring that distributors can effectively claim monies owed to them by the suppliers and
follow standard account practices.

3.5.2. Release 12.1.2

3.5.2.1. Automated Claim/Batch Adjustments for Supplier Rejects

Distributors regularly submit Ship & Debit claims to their suppliers. Most of the claims
are typically approved by the supplier for which the distributor debits the supplier.
However quite often supplier rejects certain distributor claims for various reasons for
which the distributor either corrects the claim and resubmits or chooses to absorb the
cost.
Automatic claim adjustment addresses the requirement to create systematic
adjustments/write offs for claim amounts that are rejected by the suppliers. Currently this
process is manual and users are required to manually write off any accruals/claim
amounts that are in excess of the claims final approved by the supplier.
This new feature provides Supplier Ship and Debit users with greater levels of
automation and will remove any efforts involved with manually adjusting open/unpaid
accrual balances. Automatic adjustment for rejected claims enables audit compliances
and also provides for a great reconciliation tool. With this feature the supplier balance
checkbook will be more accurate and will allow efficient tracking of actual realization of
Ship and Debit dollars versus claims that are rejected or not realized. The system also
provides for flexibility in determining the General Ledger accounts that need to be
charged for write offs based on various type of supplier rejects.

3.5.3. Release 12.1.3

3.5.3.1. Accruals based on Indirect Sales

In release 12.1.3 Supplier Ship and Debit has been enhanced to support accruals based on
Indirect Sales Data.

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 3.6. Oracle Channel Revenue Management Command Center
3.6.1. Overview
The Oracle Channel Revenue Management Command Center provides organized objective-
driven pages that display metrics, charts, graphs and other data to help the users to maximize
operational performance. The command center lets users take informed decisions and thereby
increase profit margins by effectively controlling disputes or deductions.

The Oracle Channel Revenue Management Command Center feature is available at no

additional cost to licensed users of Oracle Channel Revenue Management. It can be applied to
Release 12.2.4 and above.
3.6.2. Release 12.2.8+
The following functionality requires Oracle Enterprise Command Center Framework Release
12.2 V2.

3.6.2.1. Claims Dashboard

The new Claims Command Center dashboard contains tabs for Open Claims and Closed
Claims. Oracle Channel Revenue Management users can navigate to the Open Claims tab
to view open claims, monitor claims aging and effectively clear aged claims. Users can
navigate to the Closed Claims tab to obtain a summary view of all closed claims across
operating units enabling accurate reporting and of closed claims by customer, by
settlement method, by claim reason, and so on. Customer overpayments or duplicate
claims and write off misuse can be identified and charged back.

Oracle Channel Revenue Management can be used by manufacturers and distributors. The
Claims dashboard provides unique value to these users. Manufacturers can leverage the
Claims dashboard to track their customer liabilities and get a classification of every dollar
paid or to be paid, and slice and dice this data by various attributes like claim type, claim
reason, settlement type, settlement date, customer, operating unit, time period, and so on.
The Claims dashboard provides users with complete visibility on what is still owed to their
customers, what has already been paid, and the customer balances.

Distributors and retailers can leverage Oracle Channel Revenue Management to track
vendor rebates. The dashboard provides information about their vendor receivables. They
can look at open claims for the vendor rebates that are not settled yet and expedite the
payments on them.

3.6.3. Release 12.2.9+

The following functionality requires Oracle Enterprise Command Center Framework Release
12.2 V3.

3.6.3.1. Budget Dashboard

The new Budget Command Center dashboard feature enables Channel Revenue
Management users to get a comprehensive view of their funds and budgets. It
consolidates all funds and budgets related information into a single, high user driven
platform, enabling users to make smarter decisions. The Budget Dashboard offers unique
values to both manufacturers and distributors.
Manufacturers can leverage the Budget Command Center dashboard to track their
customer liabilities and get a classification of every dollar spent. They can then examine
this data using various attributes like budget category, currency, time period, operating

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 unit, offer types, and marketing activities. The Budget Dashboard provides users with full
visibility on what is still owed to the customer, what has already been paid, and what the
customer balances are.
For distributors and retailers leveraging Channel Revenue Management to track vendor
rebates, the Budget Command Center dashboard provides a comprehensive view into
their vendor receivables. They can look up balances for vendor rebates that are not
claimed yet and expedite the payments on these.

3.6.4. Release 12.2.9++

The following functionality requires Oracle Enterprise Command Center Framework Release
12.2 V4.

3.6.4.1. Support for Descriptive Flexfields

Support for descriptive flexfields has been added in available refinements and result
tables. Both global and context-sensitive attributes are available on Channel Revenue
Management Command Center.
Now, users can make use of claims header level descriptive flexfields for refinement in
Claims dashboard. These flexfields are grouped under attribute group “Additional
Information” in available refinements. Similarly, budget header level descriptive
flexfields are available for refinement under attribute group “Additional Information” in
Budget dashboard.
Claims and Budget header level descriptive flexfields information is also displayed in the
respective result tables under attribute group “Additional Information”.

3.7. Oracle Channel Revenue Management Information Discovery

3.7.1. Overview
Endeca provides best in class technology for managing structured and unstructured data,
business intelligence and web commerce. Endeca is a sophisticated engine that allows users to
effectively search and discover information. Now Channel Revenue Management leverages the
same technology to deliver best in class user experience. With Endean’s Guided Navigation,
Google-like Search, Tag Clouds, Range Filters, Metrics and more, Oracle Channel Revenue
Management Information Discovery provides for superior and unmatched user experience. It
turns claims and budgets data into accessible, usable information for quick discovery
information that serves as a basis for action. Oracle Channel Revenue Management Information
Discovery also provides native application support for mobile devices.

3.7.2. Support Update

• Oracle Premier Support for Oracle E-Business Suite Information Discovery Plus products
will end on December 31, 2021.
• Effective January 1, 2022, both 12.1 and 12.2 versions of the Oracle E-Business Suite
Information Discovery Plus products will move into Sustaining Support.
• Similar capabilities are available at no additional cost in Oracle Enterprise Command
Centers and other standard Oracle E-Business Suite 12.2 functionality.
• For more information, see the Oracle Lifetime Support Policy: Oracle Applications

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 3.7.3. Release V4

3.7.3.1. Claims Dashboard

With the new Claims Dashboard, Oracle Channel Revenue Management users can quickly
view open claims, monitor claims aging and effectively clear aged claims. Oracle Channel
Revenue Management Information Discovery for claims allows users to get a summary
view of all closed claims across operating units enabling accurate reporting and
information discovery of closed claims by customer, by settlement method, by claim
reason and so on. Customer overpayments/duplicate claims and write off abuse can be
quickly identified and charged back.

3.7.3.2. Budget Dashboard

The new Budget Dashboard is a great feature that enables Channel Revenue Management
users to get a holistic view of funds and budgets. It consolidates all funds and budgets
related information into a single, high user driven platform enabling users to make
smarter decisions. Since Channel Revenue Management can be used both by
Manufacturers and Distributors, the Budget Dashboard enables some very unique value
to each of these users.
Manufacturers can leverage the Budget Dashboard to track their customer liabilities and
get a classification of every dollar spent, and slice and dice this data by various attributes
like budget category, currency, time period, operating unit, offer types and marketing
activities. The Budget Dashboard provides users with full visibility on what is still owed
to the customer, what has already been paid and what are the customer balances.
For distributors and retailers leveraging Channel Revenue Management to track vendor
rebates, this new dashboard for budgets provides a very solid view into their vendor
receivables. They can lookup balances for vendor rebates that are not claimed yet and
expedite the payments on these.

Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Document Oracle Channel Revenue Management Information Discovery 18