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