Oracle Cloud’s Channel Revenue Management(CRM) builds effective trade programs to grow revenue, profit margins, and market share. Oracle’s channel rebate trade promotion solution enables companies to optimize program performance and drive channel efficiency by automating processes and settlement in the cloud. This is an integral component of the Oracle Order Management Cloud.
Issue
While implementing CRM, I ran into this issue where the claims created in the new Redwood page was not showing up in searches. There were absolutely no error messages.
Cause
Smart Search is a new feature that uses Oracle Search Extension Framework to provide a powerful index-based search engine combined with Oracle’s next user experience so you can quickly and easily perform full-text searches for programs or claims across dozens of attributes. This feature must be enabled for the Redwood pages, specifically the Programs/Claims page.
Solution
Here are the steps to enable Smart Search for Customer Programs and Customer Claims.
1. Click Tools > Scheduled Processes
2. Click the ‘Schedule New Process’ button.
3. Enter ‘ESS job to create index definition and perform initial ingest to OSCS’ in the Name field and click the OK button.
4. Submit the program first with the ‘Index Name to Reingest’ as fa-cjm-customer-programs.
5. Submit the program again with the ‘Index Name to Reingest’ as fa-fscm-customerclaim.
6. After the scheduled processes have successfully completed, the programs and claims should show up in the search results which was not the case earlier.
Hope this helps. Please share any questions, suggestions, or feedback you might have in the comments section.
Have a great day!
Disclaimer
I work for Huron Consulting Group, an Oracle partner. I conducted the configuration and execution for this post in a demo environment provided by Oracle, intended for learning. This blog post serves to share my experiences with the community.
