Create a Customer Annual Co-op Program

Here you'll learn how to create a customer annual co-op program.

A customer co-op program is created from a customer annual co-op program type which acts as a template for the program.

The customer annual co-op program type sets the default value for some of the attributes, such as default program currency, date context, rebate for product rules, and the program applies to all customers.

1. From the Navigator, click Customer Channel Management under Order Management to navigate to the Programs page.
2. Click Create to create a new program. The New Program page appears.
3. Select the Business Unit and the Program Type.
   Note: If your role has access to multiple business units and the default business unit is defined in the Default Business Unit profile option, then the default business unit defined is displayed when you create a new program. You can select another business unit to which you have access, if required.
4. Enter a name for the program.
5. Optionally, add the Program Code.
6. Select the Date Context.
7. Select the Start Date and End Date.
8. Click Create.
9. On the General tab:
   • Optionally, change the Status.
   • The Business Unit and Program Type you selected are displayed.
   • Optionally, change the Owner. Owner is defaulted to person creating the program.
   • The Name and Program Code you entered are displayed. If required, you can change the name and promotion code.
     Note: If you don't add a program code, then the application automatically generates this code.
   • Optionally, add a description.
   • Select a Currency. By default, this is the currency defined in the program type.
   • Optionally, add a comment for approvers.
   • In the Customer section, All is predefined in the program type because the program is applicable for all customers.
   • In the Beneficiaries section, specify an alternate beneficiary to whom the accrued earnings will be paid. The beneficiary can be different from the eligible customer on the sales transaction. Select the Same as customer check box if the beneficiary is the same as the eligible customer on the sales transaction. If you don't select this check box, then you can enter the Beneficiary Type and the Beneficiary details. For beneficiary details, enter a customer name or an account. You can view the Primary Address and the Account details of the selected beneficiary.
   • In the Dates section, enter the date context and the start and end dates for the program.
   • In the Products section, select the eligible product item or category. To add exclusion details for the item or category, click the Add icon.
   • Click Submit to save and submit your program.
10. On the Notes and Attachments tab, you can create, edit, or delete rich text formatted general or reference notes. You can also drag and drop supporting documentation as attachments. Additionally, you can include URLs in this region.