19/19
Index
A
account manager dashboard
link
account allocation
link
account plan
link
account planning
link
account plan
link
activities region
link
discount calculator
link
Gantt chart
link
offer evaluator
link
offer worksheet
link
sales graphs
link
budget summary
link
viewing
link
claim summary
link
viewing
link
competitors products
updating
link
discount calculator
link
Gantt chart
link
offer evaluator
link
offer worksheet
link
evaluating offers
link
regions
link
personalizing
link
retail conditions
updating
link
sales graphs
viewing
link
target allocation
link
thresholds
link
accrual liability account
link
accrual offer
link
accrual parameters
link
advanced options
specifying
link
application preferences
setting
link link
associated earnings
link
attachments
link
adding and modifying
link
auto assign owner
link
autolockbox
link
automatic write-off
link
viewing claims eligible for automatic write-off
link
autopay
link
running
link
viewing autopay log
link
viewing autopay request
link
B
backdating offers
link
base sales
link
beneficiary party
link
budget summary
link
budget thresholds
link
adding
link
budget-offer validation
link
relax customer
link
relax product
link
budgets
link
adjustments
link
creating
link
decrease committed
link
decrease committed and utilized
link
increase committed
link
increase committed and utilized
link
advanced GL integration
link
allocation
link
activating
link
creating
link
process
link
top-down bottom-up budgeting
link
approval
link
approving
link
initiating
link
process
link
basic GL integration
link
budget category
link
budget delete
link
budget mass transfer
link
committed but unearned funds
link
fund period
link
budget request
link
approving or rejecting
link
budget transfer
link
creating
link
budget-offer validation
link
relax customer
link
relax product
link
buying groups
link
checkbook view
link
committed but unearned funds
link
copy budget
link
creating
link
customer budget view
viewing
link
customers
link
bill-to
link
ship-to
link
sold-to
link
fixed budget
link
creating
link
defining market eligibility
link
updating products
link
fully accrued budget
link
accrual parameters
link
accrue funds for customers
link
accrue funds for sales
link
creating
link
defining market eligibility
link
updating products
link
GL postings for off-invoice offers
link
holdback amount
link
integration to sales orders (accrual offers)
link
integration to sales orders (off-invoice offers)
link
market eligibility
link link
buying groups
link
qualifier contexts and attributes
link
offer checkbook
link
product eligibility
link
recalculated committed
link
viewing
link
reconciliation
link
reconcile un-utilized
link
reconcile un-utilized and unpaid earnings
link
reconciling
link
segments
link
statuses
link
system status
link
territories
link
thresholds
link
adding
link
top-down bottom-up budgeting
link
approving or rejecting a request submission
link
submitting a change request
link
updating accounting details
link
user status
link
utilization
link
budgetsbudget transfer
budget request
link
buying groups
link
settling claims for
link
C
calendar
link
adding a team member
link
checking availability
link
creating an appointment
link
public calendar
link
setting calendar preferences
link
views
link
campaigns
processes
link link
schedule
link
status transitions
link
understanding
link
changing password
link
chargeback
link
acquisition cost
link
verification
link
flat files
link
initiating payment
link
item verification
link
lines
link
accepting disputed lines
link
viewing and updating
link
price list
link
verification
link
reconciliation
link
settlement
link
statuses
link
submission
link
importing
link
processing
link
tolerances
link
negative
link
positive
link
validation
link
acquisition cost verification
link
item verification
link
price list verification
link
wholesaler inventory verification
link
wholesaler inventory
link
verification
link
check
link
settling a claim with
link
claim
link
claim summary
link
claims
actions
link
approval
link link
approving
link
submitting for approval
link
approving requests for unearned payments
link
assignment
link
auto assign owner
link
automatic assignment
link
associated earnings
link
auto assign owner
link
reassigning claim ownership
link
automatic write-off
link
viewing claims eligible for automatic write-off
link
autopay
link
running
link
viewing autopay log
link
viewing autopay request
link
buying groups
link
check
link
claim
link
creating
link
mass creating
link
settling claims for buying groups
link
settling claims for related customer accounts
link
settling with a check
link
settling with a contra charge
link
settling with an on-account credit memo
link
settling with invoice credit
link
claim aging view
viewing
link
claim details
link
claim history
link
claim history rules
link
claim lines
link
claim report
link
viewing
link
claim settlement history
viewing
link link
claim settlement methods
link
claim split
rules
link
splitting
link
claim types
link
classes
link
claim
link
debit claim
link
deduction
link
overpayment
link
contra charge
link
customer reason
mapping
link
debit claim
link
creating
link
mass creating
link
settling with a debit memo
link
deduction
link
creating non transaction-related deduction.
link
creating transaction-related deduction.
link
non transaction-related
link
promotion-related
link
settling with a return materials authorization
link
settling with an on-account credit memo
link
settling with chargeback
link
settling with invoice credit or an invoice line credit
link
settling with invoice tax only credit
link
settling with previous credit memo
link
settling with write-off
link
transaction-related
link
duplicate claims
link
marking a claim as duplicate
link
invoice credit
link
invoice credit memo
link
invoice line credit
link
invoice tax only credit
link
lines
associating earnings
link
creating
link
lockbox integration
link
mass settlement
link
netting overpayments
link
on-account credit memo
link
Oracle Discoverer
link
overpayment
link
creating
link
netting overpayments
link
settling with an on-account cash application
link
settling with debit memo
link
settling with previous debit memo
link
settling with receipt write-off
link
ownership
link link
primary owner
link
reassigning claim owners
link
team ownership
link
paying over earnings by thresholds
link
previous on-account credit memo
link
pricing simulations
link
promotional payments
link
creating claims
link
views
link
reasons
link
related customer accounts
link
related documents
link
research tools
link
return material authorization (RMA)
link
scan data offer adjustments
link
setups for integration purpose
link
split
link
standard memo lines
link
statuses
link
third party accruals
link
updating deductions based on subsequent receipts
link
write-off
link
competitors products
updating
link
contact point
link
adding or removing
link
contra charge
link
settling a claim with
link
custom setups
link
customer 360 view
link
customers
link link
account site
link
bill-to
link link
buying groups
link link
customer 360 view
link
interactions
link
organization
link
creating
link
partner
link
partner contact
link
person
link
creating
link
related customer accounts
link link
relationships
link
organization to organization
link
organization to person
link
ship-to
link
sold-to
link
D
debit claim
link
creating
link
mass creating
link
settling with a debit memo
link
debit memo
settling a debit claim with
link
settling an overpayment with
link
deduction
link
non transaction-related
creating
link
non-transaction related
link
promotion-related
link
settle with an RMA
link
settling with a chargeback
link
settling with a previous credit memo
link
settling with a write-off
link
settling with an invoice credit or an invoice line credit
link
settling with an invoice tax only credit
link
settling with an on-account credit memo
link
transaction-related
link
creating
link
discount calculator
link
discount level
link
group of lines
link
line
link
discount tiers
link
multiple-tier
link
single-tier
link
E
encyclopedia
link
F
fixed budget
link
creating
link
defining market eligibility
link
updating products
link
fully accrued budget
link
accrual parameters
link
accrue funds for customers
link
accrue funds for sales
link
creating
link
defining market eligibility
link
updating products
link
Fund Request
link
fund requests
viewing associated claims and budgets
link
Funds Request
viewing and editing requests
link
funds request
approving a budget request
link
budget sourcing
link
claim creation and settlement
link
creating and submitting
link
fund request approval
link
rejecting
link
submission
link
funds requests
approving
link
reassigning
link
settling
link
submitting a claim
link
G
Gantt chart
link
group numbers
link
group of lines
link
H
home page
encyclopedia
link
marketing
link
news
link
reports
link
resources
link
tools
link
I
indirect inventory tracking
link
adjustments
link
creating
link
beginning inventory
link
ending inventory
link
inventory in
link
inventory out
link
indirect sales management
chargeback
link
fund requests
link
indirect inventory tracking
link
overview
link
referrals
link
special pricing
link
third party accruals
link
Internal Ship and Debit Request
link
invoice credit
settling a deduction with
link
invoice credit memo
link
invoice line credit
settling a deduction with
link
invoice tax only credit
settling a deduction with
link
K
Key Features
Price Protection
link
Supplier Ship and Debit
link
L
list imports
link
handling list import errors
link
lists
creating and managing
link
importing
link
list imports
link
rented vs. purchased
link
lockbox integration
link
locking rules
link
lump sum offer
link
M
mandatory rules
link
mass settlement
link
memo lines
link
multiple currency price lists
link
N
net accrual offer
link
netting
link
notes
link
creating and editing
link
O
off-invoice offer
link
offer checkbook
link
offer evaluator
link
offer worksheet
link
discount calculator
link
evaluating offers
link
offers
accrual offer
link
adjustments
link
approving
link
creating
link
rules
link
advanced options
link
approval
link
approving
link
budget approval
link
offer theme approval
link
process
link
submitting
link
backdating
link
base sales
link
beneficiary party
link
budget utilization
link
budget-offer validation
link
creating
link
delayed discounts
link
discount level
link
discount tiers
link
forecast
creating and editing
link
forecast version
link
creating
link
forecasting
link link
funding source
link
group numbers
link
historical sales data
link
incompatibility groups
link
lump sum offer
link
with spread
link
without spread
link
manufacturerxd5 s ROI calculator
link
market eligibility
link
defining
link
multiple currency price lists
link
multiple-tier discount
link
net accrual offer
link
limits
link
off-invoice offer
link
offer adjustment rules
link
order amount
link
order dates
link
order value offer
link
payout dates
link link
payout methods
link link
payout party
link
performance dates
link
performance rules
link
specifying
link
product list price
link
promotional goods offer
link
promotional limits
link
defining
link
qualifiers
link
setting up
link
requesting funding
link
return on investments
link
ROI calculator
viewing
link
scan data offer
link
ship dates
link
single-tier discount
link
source funds
link link
sourcing
link
requesting funding
link
statuses
link
terms upgrade offer
link
freight terms
link
payment terms
link
shipping terms
link
trade deal
link
accrual discount rules
link
off-invoice discount rules
link
volume offer
link
multiple performance tiers
link
retroactive flag
link
on-account cash application
settling an overpayment with
link
on-account credit memo
link
settling a claim with
link
settling a deduction with
link
order dates
link
order value offer
link
organization
viewing information
link
overpayment
link
creating
link
settling with a debit memo
link
settling with a previous debit memo
link
settling with a receipt write-off
link
settling with an on-account cash application
link
overpayments
netting
link
P
password
link
changing
link
payout dates
link
specifying
link
payout methods
link
specifying
link
payout party
link
performance dates
link
performance requirements
specifying
link
performance rules
link
specifying
link
person
viewing information
link
POS file
link
previous debit memo
settling an overpayment with
link
previous on-account credit memo
link
settling a deduction with
link
Price Protection
Introduction
link
product spread
generating and modifying
link
programs
understanding
link
promotional goods offer
link
promotional limits
link
defining
link
promotional payments
link
creating claims
link
views
link
Q
qualifiers
link
order dates
link
performance dates
link
qualifying attributes
link
ship dates
link
quota
approval
link
approving
link
creating
link
market eligibility
link
updating
link
product eligibility
link
updating
link
statuses
link
submitting for approval
link
quota allocation
allocation type
link
approving
link
creating
link
product spread
generating and modifying
link
quota
link
quota allocation views
link
top-down bottom-up allocation
link
submitting a change request
link
updating a request submission
link
R
recalculated committed
link
viewing
link
receipt write-off
settling an overpayment with
link
receivable clearing account
link
referrals
link
claim creation and settlement
link
lead-opportunity conversion and offer creation
link
submission
link
validation and approval
link
related customer accounts
link
settling claims for
link
return material authorization (RMA)
link
settling a deduction with
link
return on investments
link
ROI
link
ROI calculator
viewing
link
S
sales graphs
link
viewing
link
sales or expense or charge account
link
scan data offer
link
security
link
segments
link link
creating
link
hierarchies
link
overview
link
queries
link
set of books
link
ship dates
link
special pricing
link
approval process
link
approving
link
approving a budget request
link
bid request
link
blanket request
link
creating and submitting
link
existing inventory
link
meet competitor quote
link
new inventory
link
offer creation and sourcing
link
POS file
link
reassigning
link
rejecting
link
request types
link
bid request
link
blanket request
link
meet competitor quote
link
settlement
link
settling
link
statuses
link
submission
link
submitting a claim
link
viewing and editing
link
viewing associated claims and budgets
link
standard memo lines
link
Supplier Ship and Debit
Batch
link
Introduction
link
Key Features
link
Overview
link
Request
Creating
link
Supplier Ship and Debit Request
link
system parameters
link
T
target allocation
link
product spread
viewing
link
viewing and modifying
link
tasks
link
creating
link
team
link
groups and users
link
adding or removing
link
terms upgrade offer
link
territories
link
third party accruals
link
initiating payment
link
lines
accepting disputed lines
link
viewing and updating
link
submission
importing
link
processing
link
top-down bottom-up allocation
link
submitting a change request
link
updating a request submission
link
top-down bottom-up budgeting
link
approving or rejecting a request submission
link
submitting a change request
link
trade deal
link
Trade Profile
link
U
user profile
link
changing password
link
personalizing navigation and display
link
setting application preferences
link
setting calendar preferences
link
user types
link
V
vendor clearing account
link
volume offer
link
retroactive
link
W
write-off
link
settling a deduction with
link