Contents

• Title and Copyright Information
• Get Help

1 Overview of Deductions and Settlement

• Channel Flows: Buy Side vs Sell Side
• Deductions and Settlement
  • Deductions and Settlement
  • How Deductions and Settlement Works
  • How Deductions and Settlement Works with Receivables
  • How Claims Are Processed
• Customer Programs
  • Overview of Customer Programs
  • How Customer Programs Work
  • How Customer Programs are Executed Against Invoiced Sales Orders
  • Solution Components of Sell Side Flows
  • How Customer Claims Are Processed
  • How Customer Accruals are Accounted
• Sign in to Channel Revenue Management

2 Create Claims in Receivables

• Create Claim Investigations
• Create Channel Revenue Claims
• Create Claims from Lockbox

3 Manage Customer Claims

• Search Customer Claims
• Create Manual Claims
• Key Features
  • Claim Statuses
  • Elements of a Customer Claim
• Resolve Nonpromotional Claims
• Resolve Promotional Claims
• Approve Claims
• Approve Customer Claims Using BPM Workflow
• Settle Customer Claims
• How Netting Works

4 Manage Customer Trade Profiles

• Profile Levels
• Create Customer Trade Profiles
• Standardize Customer Claim Reasons

5 Manage Deductions and Settlement Operations

• Overview of Deductions and Settlement Scheduled Processes