How Customer Annual Volume Program Works

Customer annual volume programs work on top of Deductions and Settlement providing centralized deductions and settlement in Receivables, and provides promotional settlement of claims.

You can use Customer Channel Management to activate customer annual volume programs and once sales orders or invoices are imported, the application then calculates accruals for eligible customers.

1. Operational administrators create and activate a customer annual program type representing channel annual business processes.
2. Channel sales managers negotiate and activate a customer annual program.
3. Channel customers purchase products and expect an annual rebate.
4. Operational administrators ensure sales transactions are imported via CSV or the FOM integration loads invoiced sales transactions on a periodic basis based on a year or fiscal calendar.
5. Channel customers deduct referencing an annual rebate believed owed.
6. Channel claim analysts investigate a customer deduction claim and settle it as promotional against accruals of a customer annual program.
7. Financial analysts review the financial status of each channel customer to see the liabilities by customer and program.