Program Checkbook in Customer Annual Volume Programs

Here you'll learn about the program checkbook in customer annual volume programs.

View and analyze the current performance of a customer annual volume. 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.

The program checkbook provides an understanding of the success of a single program. Here you can analyze accruals by customer and bill to. This analysis helps to:
  • Improve your understanding of the overall success of your promotions
  • Reveals how customers are leveraging your promotions, and through which programs
Note: The Checkbook tab displays only when the program is in active status.