How Customer Programs are Executed Against Invoiced Sales Orders

Here's how customer programs are executed against invoiced sales orders:

The Import Management framework can be used to import sales orders and invoices using CSV. Eligible rebates are calculated according to the terms of the program and accrued.

• A set of validations are in place to identify any errors during import.
• The successful upload of the CSV file creates a batch of transactions for processing in the open status. You can view details of this batch on the Manage Batches page. The batch name is the same as the import activity name that you entered.
• The following processes check the eligibility of the batch lines and creates accruals for the eligible ones. A supply chain application administrator can create the channel accruals on demand or schedule it as a periodic batch process.
  • Create Accruals for Channel Batch: This process checks the eligibility of the batch lines and creates accruals for eligible customer promotion and customer volume programs.
  • Create Accruals for Volume Programs: This process checks the eligibility of the batch lines and creates accruals for eligible customer annual volume programs.
  • Create Accruals for Co-op Programs: This process checks the eligibility of the batch lines and creates accruals for eligible customer annual co-op programs.

After creation, you can:

• Track customer program accruals.
• View the performance of your customer programs using the customer and program checkbooks.

Consideration: If you import sales orders and invoices via the CSV file (Batch Transaction Type = ORA_SALES_ORDER_CSV), then you must first import the CSV file, and only then schedule the processes to create accruals.

Note: No eligibility check is performed for customer lump sum programs, hence, you don't need to run any of the above scheduled processes for these programs.