Oracle Consumer Goods Cloud
What's New
  1. MAY MAINTENANCE PACK FOR 19A
  1. Revision History
  2. Overview
  3. Feature Summary
    1. Consumer Goods
        1. Mobile Enhancements
        2. Manage Business Plans and Objectives
  1. APRIL MAINTENANCE PACK FOR 19A
  1. Revision History
  2. Overview
  3. Feature Summary
    1. Consumer Goods
        1. Launcher
        2. Mobile Enhancements
        3. Manage Account Clusters
        4. Publish Promotion Program to Account Clusters
        5. Assortment Planning

May Maintenance Pack for 19A

Revision History

Date Feature Notes
17 APR 2019   Created initial document.

Overview

Oracle Customer Experience Cloud for Consumer Goods provides a comprehensive solution for managing retail execution and trade promotion processes. The retail execution management solution enables sales administrators and managers to set up and manage the product catalog, assortments, price books, routes, store visit appointments, store visit tasks, and other data required for retail execution processes. The consumer goods mobile application enables sales representatives to complete merchandising and direct store delivery tasks in the offline mode. With the trade promotion management solution, marketing and account managers can set up trade budgets and funds, create trade promotions, measure promotion performance, and settle claims and deductions.

This document outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at SALESCLOUD-PRODEX_WW@ORACLE.COM.

Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.


Customer Action Required = You MUST take action before these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Feature Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Customer Must Take Action before Use by End Users
(Feature Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Customer Action Required

Consumer Goods

Mobile Enhancements

Manage Business Plans and Objectives

Consumer Goods

Mobile Enhancements

You can now do the following with the consumer goods mobile application:

  • Create new accounts.
  • On the Account Inventory detail page, click Previous or Next to navigate to the previous or next record in the context list.

Steps to Enable

To enable new account creation:

  1. In Application Composer, navigate to Mobile Application Setup > Oracle Sales Cloud Retail Execution > Account.
  2. Duplicate the Standard layout.
  3. Add customizations, set it to Active, and save the layout.

To enable next or previous navigation:

  1. In Application Composer, navigate to Mobile Application Setup > Oracle Sales Cloud Retail Execution Inventory > Edit.
  2. Duplicate the Standard layout.
  3. Add customizations, set it to Active, and save the layout.

Role Information

  • Sales Representative

Manage Business Plans and Objectives

You can now manage your business plans and objectives to support your business initiatives, including targeted execution goals. A business plan may have one or more independent business objectives targeted to one or more account clusters. And, a business objective may include a set of KPIs contributing to parent business plan level KPIs. Here's how:

  • Each business plan supports:
    • Devising success metrics (KPIs) for the plan.
    • Defining child objectives that ensure success.
  • Business objectives within business plans further support:
    • Devising success metrics (KPIs) for individual objective.
    • Creating a set of activities deemed important for achievement of that objective.
    • Creating an unique set of targeted account clusters for execution.
  • Both business plan and objective support:
    • Tracking KPIs to measure the performance and success of the plan periodically.

Business objective tasks may be planned to ensure smooth execution and compliance at the account level.

  • Upon publishing, account level tasks are created based on the tasks defined in each business objective.
  • When preparing store visit appointments, corresponding store visit tasks are created based on the account level tasks.

Steps to Enable

Perform the following tasks to manage your business plans and objectives:

LAYOUT 

  1. In Application Composer, navigate to Sales > Custom Objects > Business Plan, Account Task Details and KPI Library.
  2. Duplicate and activate all the default layouts.
  3. Navigate to Sales > Standard Objects > Business Plan and Object.
  4. Duplicate and activate all the default layouts.
  5. Navigate to Sales > Standard Objects > Activity and Account.
  6. Duplicate and activate new layouts related to the Business Plan feature.
  7. Rename the subtabs by following the steps provided in the Consumer Goods Getting Started Guide.

SECURITY

  1. In Security Console, navigate to Roles.
  2. Update security policies for Marketing Manager Custom, Sales Administrator Custom, Sales Representative Custom, Account Manager Custom, Sales Manager Custom CG, Channel Account Manager Custom, Channel Operations Manager Custom, Partner Sales Manager Custom and Partner Administrator Custom roles by following the steps provided in the Consumer Goods Getting Started Guide.
  3. In Application Composer, navigate to Common > Role Security.
  4. Set up role securities for Business Plan, Account Objective Task, Account Task Details, Account Objective, KPI Library and Objective Cluster by following the steps provided in the Consumer Goods Getting Started Guide.

LOOKUP

  1. In Setup and Maintenance, search for the Manage Business Plan Classes task and select it from the search results.
  2. Create a new lookup code for ORA_ZCA_BUS_PLAN_CLASS: Lookup Codes region and edit the display sequence for the existing ones, following the steps provided in the Consumer Goods Getting Started Guide.

RENAME THE LABELS

Rename the labels of base Business Plan to Consumer Goods Business Objective and Objective to Consumer Goods KPI.

  1. In Application Composer, navigate to Sales > Standard Objects > Business Plan and Object.
  2. Change the relevant display labels as explained in the Consumer Goods Getting Started Guide.
  3. In User Interface Text, search and replace texts for "Objective", "Objectives", "Business Plan" and "Business Plans", as explained in the Consumer Goods Getting Started Guide.

PROFILE OPTION

In Setup and Maintenance, create the profile option __ORACO__ENABLE_OBJECTIVE_TASKS, if it does not already exist. Set its site level value to Y, to enable Objective tasks as StoreVisitTasks.

Key Resources

Role Information

  • Marketing Manager
  • Sales Representative

April Maintenance Pack for 19A

Revision History

Date Feature Notes
19 MAR 2019 Created initial document.

Overview

Oracle Customer Experience Cloud for Consumer Goods provides a comprehensive solution for managing retail execution and trade promotion processes. The retail execution management solution enables sales administrators and managers to set up and manage the product catalog, assortments, price books, routes, store visit appointments, store visit tasks, and other data required for retail execution processes. The consumer goods mobile application enables sales representatives to complete merchandising and direct store delivery tasks in the offline mode. With the trade promotion management solution, marketing and account managers can set up trade budgets and funds, create trade promotions, measure promotion performance, and settle claims and deductions.

This document outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at SALESCLOUD-PRODEX_WW@ORACLE.COM.

Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.


Customer Action Required = You MUST take action before these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

New Features Delivered Ready to Use
(Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

New Features That Customer Must Take Action to Use (Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Customer Action Required

Consumer Goods

Launcher

Mobile Enhancements

Manage Account Clusters

Publish Promotion Program to Account Clusters

Assortment Planning

Consumer Goods

Launcher

The launcher replaces the subtabs to allow the user to easily navigate to different related objects after store visit check-in.

Steps to Enable

  1. In Application Composer, navigate to Mobile Application Setup > Oracle Sales Cloud Retail Execution > Check-In.
  2. Duplicate the Standard layout.
  3. Add customizations, set it to Active, and save the layout.

Role Information

  • Sales Representative

Mobile Enhancements

You can now do the following with the consumer goods mobile application:

  • Make the reason field for route inventory transactions mandatory.

  • Enable quantity capture in the product picker functionality of the shopping cart.

  • Automatically apply mandatory fixed discount for products added to the shopping cart at their list price.

  • Enable photo capture for each store inventory line.

  • Select products and enter quantity directly for each product from the Shopping Cart Template before adding the selected products to the Shopping Cart. The product picker for the Shopping Cart Template also displays the template quantities as suggested quantities. Shopping Cart Template is no longer automatically added to the Shopping Cart.

  • You can now upload sync log directly to the server instead of emailing them. The uploaded files include the log file and the archived file. The archived file contains the data file and the captured photos.
  • Manually create new store visit tasks for scheduled store visits.
  • Support proper Order and Promotion constraint validations for Order Update flow.

Steps to Enable

To enable photo capture for each store inventory line:

  • Navigate to Setup and Maintenance and create the profile option __ORACO__ENABLE_PHOTO_FOR_INVENTORY_AUDIT. Set its site level value to Y.

To enable transfer sync and error logs by direct upload instead of email:

  1. In Application Composer, navigate to Common > Custom Objects > Mobile Log.
  2. Duplicate all the default layouts and enable them.
  3. Navigate to Common > Custom Objects > Role Security.
  4. Set the role securities for the Mobile Log object.

To enable manual creation of tasks for scheduled store visits:

  1. In Application Composer, navigate to Mobile Application Setup > Oracle Sales Cloud Retail Execution > Check-In.
  2. Duplicate the Standard layout.
  3. Add customizations, set it to Active, and save the layout.

To enable support for proper Order and Promotion constraint validations for Order Update flow:

  1. In Application Composer, navigate to Mobile Application Setup > Oracle Sales Cloud Retail Execution Order Request > Edit
  2. Duplicate the Standard layout.
  3. Add customizations, set it to Active, and save the layout.

Role Information

  • Sales Representative

Manage Account Clusters

Account cluster is also known as account segment. You can now manage account clusters and make them available for various business planning processes such as promotion planning, assortment planning, contract template, and business plan.

Steps to Enable

  1. In Application Composer, navigate to Sales > Custom Objects > Cluster.
  2. Duplicate and activate all the default layouts.
  3. Navigate to Sales > Common Setup > Role Security.
  4. Set role securities for Cluster and Account Cluster objects.

Role Information

  • Sales Administrator
  • Custom Object Administrator
  • Marketing Manager
  • Sales Representative

Publish Promotion Program to Account Clusters

Associate account clusters to promotion programs. Using this new feature, you can now publish and republish promotions to the accounts in the associated account clusters as individual account promotions.

Steps to Enable

  1. In Application Composer, navigate to Sales > Custom Objects > Promotion Program.
  2. Edit the Detail layout, associate Cluster, and publish.
  3. Save and activate the promotion.
  4. Navigate to Sales > Common Setup > Role Security.
  5. Set role securities for Promotion Program and Promotion Program Cluster objects.
  6. Navigate to Setup and Maintenance and create the profile option __ORACO__ESS_NO_OF_SUBJOBS, if it does not already exist. Set its site level value to the desired number of ESS subjobs.

Role Information

  • Sales Administrator
  • Custom Object Administrator
  • Marketing Manager
  • Sales Representative

Assortment Planning

Assortment planning is the process of determining the most appropriate products to create the assortment. The primary goal of assortment planning is to plan an assortment to maximize the sales or gross margin. Using this new feature, you can now publish and republish an assortment plan to the accounts in the associated account clusters as individual account assortments.

For each account assortment, you can enable synchronizing the auditable assortment lines in the account assortment with the account inventory through a profile option.

Steps to Enable

  1. In Application Composer, navigate to Sales > Custom Objects > Assortment Plan.
  1. Duplicate and activate all the default layouts.
  1. Navigate to Sales > Common Setup > Role Security.
  1. Set up role securities for Assortment Plan, Assortment Group, and Assortment Plan Cluster objects.
  1. Navigate to Setup and Maintenance and create the profile option __ORACO__ESS_NO_OF_SUBJOBS, if it does not already exist. Set its site level value to the desired number of ESS subjobs.
  1. Create the profile option __ORACO__USE_ASSORTMENT_FOR_AUDIT, if it does not already exist. Set its site level value to Y, when Auditable Assortment Lines are to be synced to Account Inventory lines.
  1. Register the web service for calling an ESS job to create Assortment Lines from Assortment Group.
  1. Create the object workflow for creating Assortment Lines from Assortment Group.

Role Information

  • Sales Administrator
  • Custom Object Administrator
  • Marketing Manager
  • Sales Representative