This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Product | Feature | Notes |
|---|---|---|---|
| 18 SEP 2020 | Created initial document. |
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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Column Definitions:
Features Delivered Enabled
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 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. |
Action is Needed BEFORE Use by End Users 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. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
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Generate Shopping Cart Templates and Benefit Settlements by Segment |
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Use Predefined Profile Options for Simplified Setup
The profile options you need for initial setup are now predefined, with recommended default values. You may have already created profile options using the profile option codes and display names documented in the Getting Started with Consumer Goods Implementation guide. In that case, these profile options are now identified as predefined options.
New predefined values may be added to the values you created, and you may see changes in the profile option descriptions. Your current implementation and functionality remain the same.
Predefined profile options simplify initial setup of Consumer Goods functionality within a new environment, allowing for more rapid completion of these key tasks.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
The profile options documentation has changed to reflect the seeded nature of profile options across consumer goods processes and supporting functionality.
Key Resources
- See the profile options section in the Getting Started with Consumer Goods Implementation guide.
Role Information
- Administrator
Perform Targeted Surveys in Store Visits
You can map a targeted survey template to a store visit task while creating the store visit type to specify a survey template for an individual store visit task.
Your salesperson can perform that specific survey when executing the store visit task within sales visits.
Specifying a targeted survey template against a store visit task allows business administrators to provide targeted direction to the sales field, ensuring that they execute the appropriate survey for a given business need.
Steps to Enable
Add the survey template field in detail store visit task subtabs and detail layouts.
Tips And Considerations
Enable option store calls (visits) for both defined static tasks and dynamically assigned account tasks to receive base instruction as well as targeted instruction. To enable this implementation, deprecate the store visit type detail page layout ending with 'ORACO Dynamic Type Layout’ in Store Visit Type (__ORACO__ActivityType_c). The static task subtab is then available for store visit types with the dynamic scheduling mechanism. You can specify static tasks for these store visit types.
Key Resources
- See Getting Started with Consumer Goods Implementation.
Role Information
- Sales Administrator
Generate Shopping Cart Templates and Benefit Settlements by Segment
You can run select scheduled processes for only the data of a specific segment, which commonly represents a business division or a sales market, to separate operations between segments and improve performance. You specify the segment as a parameter when you run the process.
Segment support is now extended to the following incremental processes:
- Generation of shopping cart templates
- Generation of benefit settlements
Enabling Market Administrators to run key scheduled processes for just their business segment or market provides the ability for these scheduled processes to be run at distinct times for a given segment and impacting only data aligned to that segment. This is especially important for organizations working across time zones, where this provides the operational flexibility to schedule these background jobs to run overnight in local time, ensuring that the data needed to begin the work day is available in the right timing for the given segment.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- For more information, see the Base Data and ESS Jobs section in Getting Started with Consumer Goods Implementation.
Role Information
- Sales Administrator