Cloud Readiness / Oracle Consumer Goods Cloud
What's New
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  1. Update 19D
  1. Revision History
  2. Overview
  3. Feature Summary
    1. Consumer Goods
        1. Task Scheduling by Store Visit Type
        2. Contract Incremental Enhancements
        3. Consumer Goods Mobile Enhancements
        4. Merchandising Materials Management

Update 19D

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Feature Notes
04 OCT 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.

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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.


Features Delivered Disabled = Action is needed 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*

Consumer Goods

Task Scheduling by Store Visit Type

Contract Incremental Enhancements

Consumer Goods Mobile Enhancements

Merchandising Materials Management

Consumer Goods

Task Scheduling by Store Visit Type

Manage task delegation more effectively by assigning visit types to the planned tasks, assigning visits of specific types to the appropriate routes to complete these distinct responsibilities, and then having the application match the tasks to relevant planned visits based on the visit type assigned. For example, merchandisers are assigned with merchandising tasks and delivery representatives to deliver the products.

Using this task scheduling framework, you can assign different resources to do different tasks for the same account. Here's how you can use the task scheduling:

  • Schedule all account-level tasks as store visit appointments. 
  • Assign different resources to complete a different set of tasks.

Based on your appointments, sales representatives and field staff, you will complete the tasks scheduled as part of store visit.

Steps to Enable

Perform the following configuration tasks to enable task scheduling by store visit type:

  • Duplicate the following Store Visit Type Layouts:
    • ORACO Dynamic Type Layout
    • ORACO Layout for Roles
    • ORACO Dynamic Type Layout
  • Enter the Enable Schedule Store visit task Profile option (ORA_ACO_ENABLE_SVT) with Profile Value of Y.

Key Resources

  • See the Using Sales for Consumer Goods guide for more information on task and visit scheduling and execution.

Role Information

  • Sales Administrators
  • Marketing Administrator
  • Sales Representative

Contract Incremental Enhancements

Your contracts management becomes more efficient with the following new capabilities:

  • Enable partial accrual of contract benefits where partial compliance is to be rewarded.
  • Create settlement records automatically for the benefits provided in the form of off-invoice discounts.
  • Capture a contract snapshot at critical points in contract negotiation and approval.

Steps to Enable

Perform the following configuration tasks to enable the new Contract enhancements:

  • Duplicate the Contract, Contract History, Benefit, Condition, and Term layouts in the order specified in the Consumer Goods Getting Started guide.
  • Ensure Role Security is set properly for __ORACO__CGContractHistory_c against the following roles: custom objects administration, sales representative custom, account manager custom, marketing manager custom, sales manager custom role, sales administrator custom, and consumer goods cashier.

Tips And Considerations

Contract History layouts must be duplicated after primary layouts are duplicated.  Please note the specified order in the Getting Started guide to ensure that layouts are duplicated in the correct order.

Key Resources

  • See Consumer Goods Getting Started guide for configuration settings.
  • See Consumer Goods Using guide for contract management information.

Role Information

  • Account Manager
  • Sales Administrator
  • Sales Representative

Consumer Goods Mobile Enhancements

Use the following enhancements for Consumer Goods mobile application:

  • Productivity Enhancements: Enable 2D and 3D barcode scanning using the mobile camera and transfer inventory quantities between reps with mobile verification.
  • Usability Enhancements: Bypass route settlement process for selected Routes.
  • Developer Tool Enhancements: Manage product audit images and attachments and fixed choice lists for mobile implementation.

These enhancements provide more streamlined and flexible execution capabilities for sales representatives.

Steps to Enable

  • You do not need to perform any steps for Usability Enhancements and Developer Tool EnhancementsSee the Consumer Goods User Guide for more information on the associated attributes.
  • No additional steps are required to enable the Productivity Enhancements, but it is recommended you read the following tips and considerations.

Tips And Considerations

Barcode scanning helps you with querying the account assortment and account inventory records within the mobile application. This capability leverages a 2D or 3D barcode value stored on the individual account assortment and account inventory records. 

You can have unique barcode values for individual accounts to recognize your shelf tags. Also, you can add your custom logic and implementation to auto-populate the value on account assortment and/or account inventory based on a value stored on the central sales catalog.

Key Resources

  • Consumer Goods User Guide

Role Information

  • Sales Administrator
  • Marketing Manager
  • Sales Representative

Merchandising Materials Management

As a sales administrator or marketing manager, you can now manage merchandising materials (set of no-cost materials, for example, Point of Sale materials). As sales representatives, you can distribute the allocated material for brand promotion and sales incentives.

Using this feature, you can:

  • Allocate the material to sales representatives and routes for further distribution. 
  • Promote sales and incentivize the loyal customers.

You can create a new order type for mobile to facilitate the disbursement of these materials, while automatically generating a zero-dollar invoice and proof of delivery.

Steps to Enable

To enable managing and distributing merchandising materials:

  • Import the seeded store visit task types.
  • Duplicate the Layouts for Merchandising Material and Merchandising Material Allocation.
  • Ensure Role Security is set properly for the __ORACO__MerchMaterial_c and __ORACO__MerchMaterialAlloc_c objects against the following roles: custom objects administration, sales representative custom, account manager custom, marketing manager custom, sales manager custom role, and sales administrator custom.

Key Resources

  • See the Page Layout, Profile Options, and Role Security options in Getting Started with Consumer Goods Implementation.

Role Information

  • Sales Administrator
  • Marketing Manager
  • Sales Representative