Customer Checkbook

Here you'll learn about customer checkbook.

You can view and analyze the current financial status and performance of your customer programs. For a specific business unit and year, you can summarize by customer, and drill down by program. You can view information about rebates that customers have earned, claims that are in-process and paid, and view the balance available for customer payment. You can drill down to the program checkbook in the last drill down. Use the customer checkbook to understand how customers leverage your programs.

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 view the customer checkbook. You can select another business unit to which you have access, if required.

How to use customer checkbook

1. Select the business unit from the Business Unit list.
2. Select the year for which you want to view the checkbook from the Year list.
3. Use the My programs check box to view checkbooks for all your programs. By default, this check box is selected.
4. Use the Filter by customer field to search and view the checkbook for a specific customer.
5. Click the Accrue-to Customer link to drill into the linked customer to see their active programs.
6. Click the Program link to drill into the linked program to view the checkbook tab of the program, in the context of the specific customer to see the break down by bill to.