How Customer Programs Work

Customer programs work on top of Deductions and Settlement providing centralized deductions and settlement in Receivables, and provides promotional settlement of claims.

Use Customer Channel Management to activate customer programs that incentivize channel purchase behavior for a specific time frame, thus increasing the channel sell-through.

1. Operational administrators create program types representing channel business processes.
2. Channel sales managers negotiate and activate the programs based on configured program types.
3. Channel customers purchase products through orders that are fulfilled and invoiced, and expect a rebate if eligible.
4. Operational administrators ensure sales transactions are imported via CSV, then process these transactions to create accruals as follows:
   • Use the Create Accruals for Channel Batch process to create accruals for customer promotion and customer volume programs.
   • Use the Create Accruals for Volume Programs process to create accruals for customer annual volume programs.
   • Use the Create Accruals for Co-op Programs process to create accruals for customer annual co-op programs.
5. Create, update, view, or delete manual accrual adjustments to correct missed accruals, reverse invalid accruals, and to create starting balances for customer rebate, lump sum, and co-op programs.
6. Earned accruals are then tracked in the customer checkbook and program checkbook and posted to GL.
7. Channel claim analysts investigate claims and settle them as promotional against available program accruals.
8. Associated accruals in a claim are relieved in GL.