Create Accruals from Imported Sales Orders and Invoices

Here you'll learn how to create accruals 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 rebate programs by running the Create Accruals for Channel Batch process. This process checks to see if an accrual can be recorded for each sales order invoice in the channel batch. After creation, you can:

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