Document History

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

Date Update Version Notes
20 APR 2018 May Maintenance Pack for 17D Delivered new features in May Maintenance Pack for 17D.
23 FEB 2018 March Maintenance Pack for 17D Delivered new features in March Maintenance Pack for 17D.

May Maintenance Pack for 17D

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
20 APR 2018   Created initial document.

Overview

Oracle CX 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 retail execution 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 guide 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.

Customers Upgrading from Release 12

If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (update 17D) to learn about all of the features available in release 13.

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

Action Required to Enable Feature

Feature

None (Automatically Available)

Enable via Opt In UI Only

Enable via Opt In UI Plus Additional Steps

Not Enabled via Opt In UI but Setup Required

Issue Service Request

Consumer Goods

Change Orders in the Web Application

Mobile User Experience Enhancements

Consumer Goods

Change Orders in the Web Application

This feature enables the telesales agent to change orders in the web application. Telesales agents can select an existing order and change the order in the shopping cart. An order can be changed in the following ways:

After completing the changes, the telesales agent submits the shopping cart based on which a change request for the updated order is automatically created.

Steps to Enable

  1. In Application Composer, navigate to Custom Objects > Shopping Cart (__ORACO__ShoppingCartDSD).
  2. Edit your custom Details and Details Product Picker layouts.
  3. Add the Order Type field, and save the layouts.  
  4. Duplicate the new ORACO Order Edit Layout and ORACO Order Edit Layout With Assortment Picker layouts, and enable them.

Role Information

Mobile User Experience Enhancements

This feature provides enhanced mobile user experience for the store visit appointment, shopping cart, order delivery, and payment capture flows. It allows sales representatives to quickly filter large number of appointments and perform multiple delivery transactions in an unified UX flow that would reduce in-store time.

Specifically, this feature simplifies the delivery and sales flows by enabling sales representatives to:

Steps to Enable

You must set the profile option __ORACO__EXPRESS_DELIVERY to Y to enable express delivery capabilities.

Role Information

March Maintenance Pack for 17D

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
23 FEB 2018   Created initial document.

Overview

Oracle CX 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 retail execution 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 guide 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.

Customers Upgrading from Release 12

If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (update 17D) to learn about all of the features available in release 13.

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

Action Required to Enable Feature

Feature

None (Automatically Available)

Enable via Opt In UI Only

Enable via Opt In UI Plus Additional Steps

Not Enabled via Opt In UI but Setup Required

Issue Service Request

Consumer Goods

Configure Shopping Cart Templates

Associate Assortment to Route

Add Approved Bank Accounts and Proof of Purchase Lines to Account

Transfer Inventory Between Sales Representatives

Issue Store Credits

Manage Returnable Containers

Settle and Close Route

View Store Analytics

Create Appointments in Offline Mode

Extend Retail Execution Mobile Application

Manage Merchandising Displays

Manage Priority Products

Manage Budgets and Funds

Settle Claims and Deductions

Assign Assortments by Rule

Assign Survey Templates by Rule

Consumer Goods

Configure Shopping Cart Templates

Select from the sales history or the last order shopping cart template type for each account. The sales team can populate the shopping cart using the pre-calculated templates with a single click.

Steps to Enable

  1. In Application Composer, navigate to Common > Standard Objects > Account.
  2. Edit the Create layout and Details layout.
  3. Add the Shopping Cart Template Type and Shopping Cart Template Last Calculation Time fields, and save the layout.
  4. Navigate to the DSD Shopping Cart Template pages, from Common > Custom Objects.
  5. Duplicate all default layouts and enable them.
  6. Navigate to Common > Custom Objects > Role Security.
  7. Set role securities for DSD Shopping Cart Template.
  8. In Setup and Maintenance, search for and navigate to Manage Profile Options.
  9. Create new profile options for order sampling duration, number of days for incremental new orders and the mobile download disable flag. Set their values.
  10. In Scheduled Processes, schedule Generate Consumer Goods Shopping Cart Templates job.

Role Information

Sales Administrator

Associate Assortment to Route

You can associate an assortment to a route so that the mobile application can display sellable and unsellable inventories in separate sections of the route inventory report.

Steps to Enable

  1. In Application Composer, navigate to Common > Custom Objects > Route.
  2. Edit the Create layout and Details layout.
  3. Add the assortment field, and save the layout.

Role Information

Sales Administrator

Add Approved Bank Accounts and Proof of Purchase Lines to Account

You can add approved bank accounts and proof of purchase lines to an account, so that the mobile application can enable check and proof of purchase payment types for the account.

Steps to Enable

  1. In Application Composer, navigate to the Bank Account and Proof of Purchase Line pages under Common > Custom Objects.
  2. Duplicate all default layouts and enable them.
  3. Navigate to Sales > Custom Objects > Role Security.
  4. Set role securities for Bank Account and Proof of Purchase Line objects.

Role Information

Sales Administrator

Transfer Inventory Between Sales Representatives

Enable a sales representative to view the contact information of other sales representatives and perform inventory transfer transactions with them.

Steps to Enable

No steps are required to enable this feature.

Issue Store Credits

Issue store credits for return orders and use store credits to make payments for immediate and future purchases.

Steps to Enable

  1. In Application Composer, navigate to Common > Standard Objects > Account.
  2. Edit the Create layout and Details layout.
  3. Add the Store Credits and Store Credit Transactions subtabs, and save the layout.
  4. Navigate to the Store Credit and Store Credit Transaction pages, from Common > Custom Objects.
  5. Duplicate all default layouts and enable them.
  6. Navigate to Common > Custom Objects > Role Security.
  7. Set role securities for Store Credit and Store Credit Transaction objects.
  8. Create a new profile option for store credit list price and set its value.

Role Information

Sales Administrator

Manage Returnable Containers

Set up container classes and manage the balance of returnable containers for each account.

Steps to Enable

  1. In Application Composer, navigate to Common > Standard Objects > Account.
  2. Edit the Details layout.
  3. Add the Container Classes subtab, and save the layout.
  4. Navigate to the Container Class, Account Container Class and Assortment Line Relationship pages, from Common > Custom Objects.
  5. Duplicate all default layouts and enable them.
  6. Navigate to Common > Custom Objects > Role Security.
  7. Set role securities for Container Class, Account Container Class, Assortment Line Relationship, Container Class Balance and Container Class Transaction.
  8. Navigate to Assortment Line Relationship Server Scripts.
  9. Create a trigger if product and container in assortment line relationship must be in the same assortment.

Role Information

Sales Administrator

Settle and Close Route

Enable the cashier and sales representative to settle and close delivery routes.

Steps to Enable

  1. In Security Console, create the Cashier role, set up role securities, and add users.
  2. In Setup and Maintenance, create new profile options for shortage policies of missing documents.
  3. In Setup and Maintenance, create a new profile option __ORACO__ROOT_URL and set the value as hostname:port to enable Print option for reports.

Role Information

Sales Administrator

View Store Analytics

Add reports to the Analytics subtab of an object and view those reports on the mobile application.

Steps to Enable

  1. Navigate to Manage Sandboxes and create a sandbox.
  2. Navigate to Application Composer.
  3. Select Sales application. Click Common Setup > Mobile Application Setup.
  4. Tap Oracle Sales Cloud Retail Execution.
  5. On the Application Features region, select the object from the list and on the mobile view, click the Analytics subtab.
  6. From the Available Reports region, drag the required reports and drop them on the Analytics subtab page.
  7. Save and publish the sandbox.

Tips And Considerations

For a detailed view of the following objects, you can configure the Analytic subtab: 

Functional Name Object Name
Activity Activity
Organization Account
Promotion __ORACO_Promotion
Route __ORACO_Route
Product Assortment Line __ORACO_ProdAssortmentLine
Credit Line __ORACO_CreditLineDSD

Role Information

Sales Administrator

Create Appointments in Offline Mode

Create appointments in the offline mode by leveraging the hybrid mode.

Steps to Enable

No steps are required to enable this feature.

Extend Retail Execution Mobile Application

Extend the mobile application by extending the base data model of activities, account, promotion, order and payment objects and create a new custom object. You can build mobile layouts to do the following:

Steps to Enable

  1. Use Application Composer - Mobile Application Setup to extend the objects and fields.
  2. If you are adding custom fields to a Direct Store Delivery object, also configure it in Object Configuration and run the Enable Customer Goods Object Extension for Mobile Application ESS job.
  3. For creating a custom task that navigates to a custom object, use the API Name of the custom object as the Code of the custom task.

Role Information

Sales Administrator

Manage Merchandising Displays

Create and manage the information of in-store merchandising displays.

Steps to Enable

  1. In Application Composer, navigate to Common > Custom Objects > Merchandising Location.
  2. Duplicate all default layouts and enable them.
  3. Navigate to Common > Custom Objects > Inventory.
  4. Edit the existing layouts or duplicate default layouts.
  5. Navigate to Common > Custom Objects > Role Security.
  6. Set role securities for Merchandising Location and Inventory objects.

Role Information

Sales Administrator

Manage Priority Products

Set up the priority portfolio for each account and enable the sales representatives to view the Priority Portfolio Attainment infolet for analytics.

Steps to Enable

  1. In Application Composer, navigate to Common > Standard Objects > Account.
  2. Edit the Create layout and Details layout.
  3. Add the priority portfolio field, and save the layout.
  4. Navigate to Sales > Standard Objects > Product.
  5. Edit the Create layout and Details layout.
  6. Add the category, brand and size fields and save the layout.
  7. From Sales > Custom Objects, navigate to the Product Group and Priority Portfolio pages.
  8. Duplicate all default layouts and enable them.
  9. Navigate to Sales > Custom Objects > Role Security.
  10. Set role securities for Priority Portfolio, Priority Group, Product Group, Product Group Product and Product Group Order Line objects.
  11. Exit Application Composer.
  12. In Scheduled Processes, schedule Prepare Consumer Goods Priority Portfolio Attainment Calculation job.

Role Information

Sales Administrator

Manage Budgets and Funds

Create budgets and funds, associate them to accounts and allocate funds from accounts to finance trade activities.

Steps to Enable

  1. In Application Composer, navigate to the MDF Budget and MDF Request pages, from Sales > Standard Objects.
  2. Edit the Landing Page layout, Create layout and Details layout.
  3. Navigate to Sales > Custom Objects > Accrual Rules.
  4. Duplicate all default layouts and enable them.
  5. Navigate to Common > Custom Objects > Role Security.
  6. Set role securities for __ORACO__BudgetPartner_c object accordingly.
  7. Navigate to  Sales > Standard Objects > MDF Budget and add triggers to make the selection of budget type or fund type mandatory while creating or updating a budget or a fund.
  8. Navigate to Object Workflow and create a new object workflow to generate funds for budget partners.
  9. In User Interface Text, search and replace industry terms for user interface text, multipart validation messages and global menu label text.
  10. In Customize Pages, configure saved searches.
  11. In Application Composer, set up fund allocation approval process by adding a trigger on promotion and an object workflow for MDF Request.

Role Information

Sales Administrator

Settle Claims and Deductions

Enable partner users to create claims and account managers to settle claims and deductions.

Steps to Enable

  1. In Application Composer, navigate to Common > Custom Objects for Claim, Claim Item, Deduction and Resolution pages.
  2. Duplicate all the default layouts for the objects and enable them.
  3. Navigate to Common > Custom Objects > Role Security.
  4. Set role securities for the Claim and Deduction objects.
  5. In Security Console, create data security policy on claim and deduction for the partner administrator and partner sales manager roles.
  6. Import partner records for existing account records using file-based import.

Role Information

Sales Administrator

Assign Assortments by Rule

Assign assortments to accounts by setting up rules using standard and custom account attributes like name, state, and so on.

Steps to Enable

  1. In Setup and Maintenance, search for and navigate to Manage Sales Assignment Manager Objects.
  2. Create Work Object and Candidate Object.
  3. Assign Candidate Object for Work object and create Rule Category.
  4. In Setup and Maintenance, search for and navigate to Manage Sales Assignment Manager Rules.
  5. Create Rules.
  6. In Scheduled Processes, schedule Perform Assignments job accordingly.

Role Information

Sales Administrator

Assign Survey Templates by Rule

Assign survey templates to accounts by setting up rules using standard and custom account attributes like name, state, and so on.

Steps to Enable

  1. In Setup and Maintenance, search for and navigate to Manage Sales Assignment Manager Objects.
  2. Create Work Object and Candidate Object.
  3. Assign Candidate Object for work object and create Rule Category.
  4. In Setup and Maintenance, search for and navigate to Manage Sales Assignment Manager Rules.
  5. Create Rules.
  6. In Scheduled Processes, schedule Perform Assignments job.

Role Information

Sales Administrator