February Maintenance Pack for 20A

Revision History

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

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

Consumer Goods

CG Enhancement Pack

This following enhancements pack helps you to streamline data management and enhance execution capabilities on the server and mobile applications.

• Contract Administration and Execution: Leverage your KPI Library to create contract conditions, enable the manual exclusion from settlement and accrual processes for contracts, execute contract tasks from the mobile application. 

• Objective Management: Use default objective start and end dates from the business plan.

• Inventory Audit History: Track the inventory audit history details for each audit.

• Merchandising Materials Management: Automate the merchandising material allocations with split, fill, and custom allocation methods.

• Publish Extensibility: You can now add clusters to mobile print templates and schedule the publishing jobs.

Steps to Enable

To enable Contract Administration and Execution features:

• Duplicate the primary object layouts (Contract, Contract Template, Benefit, Condition, Contract History, Condition Template, Activity(Task layout)).

To enable Objective Management feature:

• Duplicate the primary object layouts (Business Plan).
• Existing customers should shuttle in the desired date fields.

To enable Merchandising Materials features:

• Duplicate the primary object layouts (Allocation Plan).
• Ensure Role Security is set properly for __ORACO__MerchMatAlocPlan_c and __ORACO__MMAllocPlanRoute_c against the following roles: custom objects administration, account manager custom, marketing manager custom, sales manager custom role, sales administrator custom.

To enable Publish Extensibility features:

• Duplicate the primary object layouts (Print Template, Price Book Header, Business Plan, Assortment Plan, Contract Template, Survey Template, Merchandising Location Plan, Promotion Program).

• Ensure Role Security is set properly for __ORACO__CGContractPrintTpt_c and __ORACO__PrintTmplClustr_c against the following roles: custom objects administration, account manager custom, marketing manager custom, sales manager custom role, sales administrator custom.

Tips And Considerations

Objective time periods are based on the ZCA_COMMON_CALENDAR.  The application requires entries in this table for each year.  If an entry for the year matching the objective dates is not present in the ZCA COMMON CALENDAR, objectives cannot be created.

Key Resources

• Consumer Goods Getting Started Guide and Using Guide

Role Information

• Sales Administrator
• Marketing Manager
• Sales Representative

Consumer Goods Fund and Budget Administration

You can now manage your budgets and funds using a streamlined vertical funding model, purpose-built to address your funding requirements. You can now create budgets and child funds, allocate the funds for promotion and contract spending needs, and leverage the fund allocations to quickly settle the claims and deductions.

You can also use the new model for the administration and management of your claims and deductions.

Steps to Enable

1. Duplicate all default layouts and enable them.
2. Set role securities for Budget, Fund, and Fund Allocation.
3. In Setup and Maintenance, search for and navigate to Manage Profile Options.
4. Create a Profile Option for "__ORACO__ENABLE_CUSTOM_BUDGET" with value "ENABLE CUSTOM BUDGET" for application "Sales" and module "Consumer Goods".
5. In Manage Administrator Profile Values, ensure the "ORACO_USE_SALES_PRODUCT" value = "Y" to enable Use Sales Product.

Tips And Considerations

The new funding model is the primary option enabled throughout the application for your budget and fund management. However, note that the MDF funding model remains available for implementations if you choose to use the partner based funding model. 

Key Resources

• See Consumer Goods Using Guide and Getting Started Guide

Role Information

• Marketing Manager
• Sales Administrator

Enhanced Attachment Handling with Content and Experience Cloud

As a consumer goods organization, you manage high volumes of attachments, particularly in publishing assortment documents such as planograms across many accounts and locations.  You can now use Oracle Content and Experience Cloud as a repository for these attachments, uploading, storing, and retrieving the files. Manage the attachments against many assortments and merchandising locations. You can download and view the attachments as needed for the accounts from CG server and mobile applications.

What's more; your field staff can download and view these attachments from the mobile application.

Steps to Enable

1. Duplicate all default layouts and enable them.
2. In Setup and Maintenance, search for and navigate to Manage Profile Options. Create Profile Options for "__ORACO__DOC_CLOUD_BASE_URL", "__ORACO__USE_DOC_CLOUD_FOR_MERCHANDISING_DISPLAY", and "__ORACO__USE_DOC_CLOUD_FOR_ASSORTMENT_PLAN" with appropriate values.
3. Register Document Cloud Web Services and create Web Service entries in App Composer for "ContentCloudCreateFolder", "ContentCloudDeleteFolder", and "ContentCloudSearchFolder" as per the Setup Guide.
4. In Oracle Content and Experience Cloud Administration enable Embedded Content Security for Engagement Cloud.

Tips And Considerations

Use of Content and Experience Cloud is optional and requires distinct licensing for Content and Experience Cloud.  

Key Resources

• Consumer Goods Setup Guide

Role Information

• Sales Administrator
• Account Manager
• Sales Representative