IDSM: Third Party Accruals without Webadi: How to get Data in Resale header, Resale lines and Sales Adjustment Tables and Accrual Entries in Utilization Table? (Doc ID 1329725.1)

Last updated on APRIL 04, 2025

Applies to:

Goal

Using Oracle Trade Management (TM) to handle the 'Buy Side' Flow of business.

TM needs to accrue money the vendors owe to the business based on their purchases.

Process Used:

• The process used to handle vendor rebate management process: <Note 793174.1> How to Apply Trade Management Offers to Purchase Orders?
• Inserting the purchase order details into the Indirect Sales Management (IDSM) Resale Tables for the offer to get applied and the accrual to get calculated.

Which table should the purchasing data be inserted?
How to get data in resale header, resale lines and sales adjustment tables (OZF_RESALE_HEADERS_ALL, OZF_RESALE_LINES_ALL and ozf_sales_transactions_all)?
How to get accrual entries created in utilization table (OZF_FUNDS_UTILIZED_ALL_B ) ?

Solution

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