Create Accruals from Imported Sales Orders and Invoices

Here you'll learn how to create accruals for customer annual volume programs from imported sales orders and invoices.

You can use Import Management from the Tools work area to import your supplier invoices from a CSV file into Channel Revenue Management. The successful upload of the CSV file creates a batch of transactions for processing.

On successful import, a channel batch is created in open status. You can view details of this batch on the Manage Batches page. The batch name is the same as the import activity name that you entered.

After the successful creation of a batch, you can create accruals for your customer annual volume programs by running the Create Accruals for Volume Program process. This process checks eligibility for channel document transactions based on tiered attainments and creates channel program accrual entries for the eligible transactions. After creation, you can:

• Track customer annual volume program accruals.
• View the performance of your customer annual volume programs using the customer and program checkbooks.