Index

A

Account Manager
  Account Planning link
    Budget Utilization link
    Gantt Chart link
    Graphs link
    Note link
    Overview link
    Sales Graphs link
  Alerts
    Trade Planning link
  Audit Retail Conditions link
  Budget Summary
    Reports link
  Claim Summary
    Reports link
  Components link
  Components
    Account Planning link
    Offer Creation link
    Offer Execution link
    Performance Tracking link
    Quota Allocation link
    Retail Execution link
    Target Allocation link
  Dashboard
    Personalize link
    Regions link
    Use link
  Discount Calculator
    ROI Forecast link
  Flow link
  Offer Evaluator link
    Copy Lump Sum Offer link
    Copy Net Accrual Offer link
    Copy Offers link
    Copy Scan Data Offer link
    Overview link
  Offer Worksheet link
    Create Offers link
  Overview link
  Product Spread link
  Quota Allocation link
  Regions link
    Personalize link
  Reports
    Budget Summary link
    Claim Summary link
  Retail Price link
  ROI Forecast link
  Target Allocation link
    Edit link
    Overview link
  Trade Planning
    Thresholds link

Accrual Offer link
   See also Offer Types

B

Budget Adjustment
  Procedure link

Budget Adjustments
  Accrual Accounting
    Advanced link
    Basic link
  Accrual Offer link
  Accrual Offers
    Lump Sum link
    Scan Data link
    Volume link
  Create link
  Decrease Committed link
  Increase Committed link
  Lump Sum Offers link
  Off-Invoice
    Accounting link
    GL Entries link
  Offers
    Accruals link
    Off- Invoice link
  Scan Data Offers link
  Volume Offers link

Budget Allocation link
  Activate link
  Change Request
    Approve link
    Submit link
  Create link

Budget Reconciliation
  Overview link
  Procedure link
  Unutilized link link

Budget Thresholds link
budget thresholds
  adding link

Budget Tracking link
  Budget Checkbook link
  Checkbooks
    Budget Details link
    Transactions link
  Customer View link
  Offer Checkbook link
  Order Details link
  Roll-up View link
  Self View link
  Utilization link

Budget Utilization link
  Overview link
  Requests link
  Transfers link

Budgets
  Accrued link
   See Fully Accrued Budget
  Adjust
    Recalculated Committed link
  Adjustments link
   See Budget Adjustments
  Allocate link
    Activate link
    Bottom-Up link
    Create link
    Process link
    Top-Down link
  Approve link
    Initiate link
    Procedure link
    Process link
    Statuses link
  Budget Request
    Approve link
    Create link
  Budget Requests link
  Budget Transfer
    Create link
    Mass Transfer link
  Budget Transfers link
  Budget-Offer link
  Category link
  Checkbook link
  Committed
    Decrease link
    Increase link
  Components link
  Copy link
  Create link
  Delete link
  Eligibility
    Market link
    Product link
  Fixed Budget link
  Holdback Amount link
  Mass Transfer
    Unearned Funds link
  Org-Striping link
    Impact link
  Overview link
  Process link
  Recalculated Committed link
    View link
  Reconcile link
   See Budget Reconciliation
  Segments link
  Statuses link
  Territories link
  Thresholds link
    Add link
  Tracking
    Overview link
  Tree link
  Unutilized
    Reconcile link link
  Utilization
    Validation link
  Utilize link
  Validation
    Utilization link
  Views link
   See Budget Tracking
    Customer link
    Rollup link
    self link
    Utilization link

budgets
  updating accounting details link

C

Campaigns
  Components link
  Create link
  Overview link
  Process link
  Use link

Channel Rebate
  Campaigns link
   See Campaigns
  Marketing Campaigns link
   See Campaigns
  Marketing Integration link link
   See Campaigns
   See Programs
  Marketing Programs link
   See Programs
  Programs link
   See Programs

Chargeback link
  Batches link
    Details link
    Lines link
    Process link
  Claim link
    Process link
  CSV Files link
  Flow link
  Inventory Verification link
  Overview link
  Payment link
  Process Flow link
  Processing link
  Reconcile link
  Settlement link
  Submit
    Thresholds link
    Tolerance link
  Submit Method
    Flat Files link
  Transaction
    Import link
  Transactions link
    Process link
  Validation link
  WebADI link

chargeback
  acquisition cost link
    verification link
  item verification link
  price list link
    verification link
  statuses link
  validation
    acquisition cost verification link
    item verification link
    price list verification link

Customer Accounts
  Related Customers link

Customers
  Groups link
  Lists link
  Marketing
    Segments link
  Organization link
   See Organization and Person
  Overview link
  Person link
   See Organization and Person
  Segments link
  View
    Transactions link

F

Fixed Budget link
  Create link
  Market Eligibility
    Define link
  Products
    Update link

Fully Accrued Budget link
  Create link
  Market Eligibility
    Define link
  Products
    Update link

Fund Requests link
  Approve link
  Budget Request
    Approve link
  Claim
    Settle link
    Submit link
    View link
  Flow link
  Overview link
  Process Flow link
  Reassign link
  Statuses link
  Transactions link

Funds Request
  Edit link
  Submit link

I

Import
  Lists link

Indirect Inventory Tracking link
  Adjust link
  Summary link

Introduction link
  Account Manager link
  Budgets link
  Customers link
  Marketing
    Campaigns link
    Programs link
  Offers link
  Point-of-Sale link
  Price Lists link
  Products link
  Quotas link
  Trade Planning link

L

List Import link
  Errors link
  Overview link
  Procedure link
  Purchased Lists link
  Rented Lists link

Lists
  Create link
  Import link
  Manage link

Lump Sum Offer link
   See also Offer Types

M

Market Eligibility
  Budgets link
  Define
    Fixed Budget link
    Fully Accrued Budget link
  Fixed Budget
    Define link
  Fully Accrued Budget
    Define link

N

Net Accrual Offer link
   See also Offer Types

O

Off-Invoice Offer link
   See also Offer Types

Offer
  Create
    Conditions link

Offer Approval
  Budget-Offer Validation link
  Overview link
  Process link
  Statuses link
  Submit link

Offer Forecasting
  Basis link
  Create link
  Edit link
  Flow link
  ROI
    Calculate link
    View link
  Versions link

Offer Funding
  Budget Transfer link
  Overview link
  Request link

Offer Qualifiers
  Order Dates link
  Performance Dates link
  Shipping Dates link

Offer Types
  Accrual link
  Lump Sum link
  Net Accrual link
  Off-Invoice link
  Order Value link
  Others
    Discount Rules link
    Qualifiers link
  Promotional Goods link
  Scan Data link
  Terms Upgrade link
  Trade Deal link
  Volume Offer link

Offers
  Account Status link
  Accrual Offer link
  Adjustments link
    Approve link
    Create link
    Volume Offers link
  Approve link
   See also Offer Approval
  Create link
    Adjust link
    Approve link
    Copy link
    Discount Rules link
    Limits link
    Market Eligibility link
    Market Options link
    Modifiers link
    Payment Options link
    Price Lists link
    Qualifiers link
  Creation Process
    Components link
  Discount
    Level link
    Tiers link
  Execute link
  Flow link
  Forecast link
   See Offer Forecasting
  Forecasting
    Overview link
  Funding Source link
  Funds
    Source link
   See also Offer Funding
  Limits link
    Procedure link
  Lump Sum Offer link
  Market Eligibility link
    Procedure link
  Market Options link
  MOAC link
  Modifiers link
  Net Accrual Offer link
  Off-Invoice Offer link
  Order Value Offer link
  Org-Striping link
    Impact link link
  Overview link
  Payment Options link
    Dates link
    Methods link
    Procedure link
  Price Lists link
    Procedure link
  Process link
  Promotional Goods Offer link
  Qualifiers link
   See Offer Qualifiers
  Scan Data Offer link
  Source Funds link
  Status link
  Statuses link
  Terms Upgrade Offer link
  Trade Deal link
  Types link
   See Offer Types
  Web Offers
    Internet Promotions link
   See Web Offers

offers
  approval
    approving link
  performance rules link
    specifying link

Order Value Offer link
   See also Offer Types

Organization
  Create link
  View link

Organization and Person
  Customers link
    Accounts link
    Buying Groups link
    Partners link
    Relationships link
  Overview link

Overview link
  Account Manager link
  Budgets link
  Customers link
  Marketing
    Campaigns link
    Programs link
  Offers link
  Point-of-Sale link
  Price Lists link
  Products link
  Quotas link
  Trade Planning link

P

Partners
  Partner Contacts link

performance requirements
  specifying link

performance rules link
  specifying link

Person
  Create link
  View link

Point-of-Sale Management
  Inventory link
   See Indirect Inventory Tracking
  Referrals link
  Soft Fund Requests link
   See Fund Requests
  Special Pricing Requests link

Point-of-Sale Management
  Chargeback link
  MOAC link
  Org-Striping link
    Impact link
  Overview link
  Third Party Accruals link
  Volume Offers link

Price Lists
  Create link
  Manage link
  Market Eligibility link
  Overview link

Product Eligibility
  Budgets link
  Fixed Budget
    Update link
  Fully Accrued Budget
    Update link
  Update
    Fixed Budget link
    Fully Accrued Budget link

Product Spread
  generating and modifying link

Products
  Manage link
  Overview link
  Price Lists link

Programs
  Overview link

Promotional Goods Offer link
   See also Offer Types

Q

Quota
  Approve
    Procedure link
    Submit link
  Product Eligibility
    Update link

Quota Allocation
  Bottom-Up link
    Change Request link link
  Change Request
    Submit link
    Update link
  Notes link
  Options link
  Org-Striping link
  Overview link
  Process link
  Top-Down link
    Change Request link link
  Type link
  Views link

quota allocation
  approving link
  creating link

Quota Allocations
  Create link

Quotas
  Approval link
  Create link
    Procedure link
    Public API link
  Eligibility
    Market link
    Product link
  Market Eligibility link
    Update link
  Notes link
  Options link
    Add Users link
    Remove Users link
  Overview link
  Product
    Eligibility link
    Spread link
  Product Spread
    Create link
    Update link
  Quota Allocation link
  Search link
    Advanced link
  Statuses link
  Users
    Add link
    Remove link

R

Recalculated Committed
  View link

Referrals link
  Flow link
  Process Flow link

S

Scan Data Offer link
   See also Offer Types

Segments link
  Create link
  Hierarchies link
  Overview link
  Queries link

special pricing
  statuses link

Special Pricing Requests link
  Approve link link
  Bid Request
    Submit link
  Blanket Request
    Submit link
  Budget Request
    Approve link
  Claim
    Pay link
    Settle link link
    Submit link
    View link
  Customer Records
    Deduplicaiton link
    Using Existing link
  DQM Approval link
  Edit link
  Flow link
  Meet Competitor Quote
    Submit link
  Offer
    New Inventory link
    On-Hand Inventory link
  Overview link
  Process Flow link
  Reassign link
  Settle link
  Ship from Stock link
  Submit link link
  Transactions link

T

Terms Upgrade Offer link
   See also Offer Types

Third Party Accrual
  Claim
    Process link
  Payment link

Third Party Accruals link
  Batches link
    Details link
    Lines link
    Process link
  Flow link
  Overview link
  Process Flow link
  Transaction
    Import link
  Transactions link
    Process link
  WebADI link

Trade Deal link
   See also Offer Types
  Discount Rules
    Accrual link
    Off-Invoice link

Trade Planning link
   See Offers

Trade Promotion link
   See Offers

V

Volume Offer
  Approve link
  Create link
  Discount Table link
    Multiple link
  Market Eligibility
    Define link
  Market Options
    Define link
  Multiple Rates link
  Performance Tiers link
  Retroactive link

Volume Offers
  Adjust link

W

Web Offer
  Click Through
    Seeded link
  Image
    Click Through Destination link
    Edit link
  Text
    Click Through Destination link
    Edit link

Web Offers link
  Action Items link
  Image link
  Text link