1. Using Customer Channel Management
  2. Create Lump Sum Program

Create Lump Sum Program

Here you'll learn how to create a lump sum program.

A lump sum program is created from a lump sum program type which acts as a template for the program.

The lump sum program type sets the default value for some of the attributes such as default program currency and default product distribution type.

  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. Click Continue.
  5. On the General tab:
    • View the default Status.
    • The Business Unit and Program Type you selected are displayed.
    • Optionally, change the Owner. Owner is defaulted to person logged in.
    • Enter a name for the program.
    • Optionally, add a Promotion Code.
      Note: If you don't add a promotion code, the application automatically generates this code.
    • Optionally, add a description.
    • In the Customers section, select a value for the Customer.
    • In the Dates section, view the start date for the program. By default, this is the creation date of the program.
    • In the Additional Information section, enter any additional details for descriptive flexfields that you enabled.
    • In the Product distributions section:
        • Optionally, change the default Currency
        • Enter the Lump Sum Amount
        • Optionally, change the Distribution Type
          • Even - Select this to evenly distribute the lump sum amount amongst the products.
          • Percent - Select this to specify the percentage of the lump sum amount for the product. The total percentage for all the products must be 100.
          • Amount - Select this to specify the amount for the product. The total amount for all the products must be equal to the lump sum amount.
    • Click Submit to save and submit your program.
  6. 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 section.