How Supplier Ship and Debit Programs are Applied on Sales Orders

Supplier ship and debit programs are applied as incentives to order lines while creating or revising sales orders.

Attributes of the sales order, such as customer or item, are compared against the program, market, and product rules to determine which channel incentive programs can be applied. You can select one or more programs from the list of eligible programs and apply them to the order line.

• Channel ship and debit programs can be defined as automatic or manual based on your program type.

• A channel program defined as manual must be manually applied to the order line. A channel program defined as automatic is automatically applied to the order line.

How to Manage Incentives Applied to an Item

To manage the incentives applied to an item:

1. Select the order line, and click Actions > Manage Incentives.

2. In the Manage Incentives dialog box, you can see the automatic programs already applied to the order line. Click Decline to remove these from the order line. You can add them back later, if required.

3. You can add manual programs that are eligible to be applied to the order line by clicking Add Incentives and selecting the manual program.

4. Click OK.

5. To see the program accruals for an order line, click the amount on the order line.

After you submit and invoice the order, the program incentives that were applied to the order lines become eligible for accrual creation.

Note:

• Channel Revenue Management supports Requested Ship Date as a qualifier. In the Sales Order page, the Request Type is Ship On.

• Requested Arrival Date isn't supported as a qualifier. In the Sales Order page, the Request Type is Arrive On.

Standard Items, ATO, PTO, and Kits

Channel programs can be applied to standard items, ATO, PTO, and kits. For configured items, channel programs can be applied to the model item or option item, but not to included items or option classes. You won't see a Manage Incentives action on the main lines table for the model or kit parent, but instead you must navigate to the Components page to view and update them.

1. Click the More link on the main sales order page to open the Components page.
2. Open the Action menu on any line to see the Manage Incentives action on appropriate order lines. Here you can view, decline, add manual, and remove incentives, similar to the standard items.

Channel programs can also be applied to return lines which aren't referenced. For referenced returns, order management copies the incentive programs from the original order on the return line to facilitate adjustment of the accruals, but won't apply new incentive programs.