Customer Checkbook

Here you'll learn about customer checkbook.

You can view and analyze the current financial status and performance of your customer programs. For a specific business unit and year, you can summarize by customer, and drill down by program. You can view information about rebates that customers have earned, claims that are in-process and paid, and view the balance available for customer payment. Use the customer checkbook to understand how customers leverage your programs.

Note: If your role has access to multiple business units and the default business unit is defined in the Default Business Unit profile option, then the default business unit defined is displayed when you view the customer checkbook. You can select another business unit to which you have access, if required.