Volume Offer generating Earnings for Customer instead of Beneficiary (Doc ID 2026593.1)

Last updated on JUNE 13, 2017

Applies to:

Oracle Trade Management - Version 12.2.4 and later
Information in this document applies to any platform.

Symptoms

Volume Offer is not generating earnings for beneficiary when backdating offer.


Steps:
Oracle Trade Management User Responsibility > Trade Planning > Offers

Create new Volume offer with customer and beneficiary.
Approve Offer ... Active
Create new Sales order, booked and shipped
Run FAE
Reviewe the Offer checkbook, Earned amount shows for Beneficiary as Accrued To.
Create Offer Adjustment with backdate to 1/01/2015, make active
Run FAE with adjust and utilization params as Y
Review the offer checkbook,
 There is Earned amount (Accrued to) for both Customer and Beneficiary.
Beneficiary is correct, but don't expect any earned accruals for customer to
appear in offer checkbook.

Changes

 

Cause

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