How Customer Promotion Works with Imported Sales Orders and Invoices

Here's how customer promotion works with imported sales orders and invoices:

The Import Management framework can be used to import sales orders and invoices using CSV. Customer rebates are calculated according to the terms of the program with the customer, and accrued.

• A set of validations are in place to identify any errors during import.
• The successful upload of the CSV file creates a batch of transactions for processing.
• The Create Accruals for Channel Batch process checks the eligibility of the batch lines and creates accruals for the eligible ones. A supply chain application administrator can create the channel accruals on demand or schedule it as a periodic batch process.

Consideration: If you import sales orders and invoices via the CSV file (Batch Transaction Type = ORA_SALES_ORDER_CSV), then you must first import the CSV file, and only then schedule the processes to create accruals (Create Accruals for Channel Batch).