How Special Price Agreement Works
Use Customer Channel Management to activate special price agreement programs to support competitive sales deals, specific end-customer deals, and to clear existing inventory in the partner's warehouse.
- Operational administrators create program types representing channel business processes.
- Customer Channel managers define the special price agreement program based on configured program types.
- Distributors request a special price.
- Customer Channel Approvers activate the special price agreement program.
- Distributors share sales data for goods and services with the manufacturer.
- Operational administrators ensure that the import of sales data is done through CSV
using the Import Management Framework. The Load Indirect Sales Data Via CSV process
triggers the Process Indirect Sales Data process
automatically and this process creates the Channel Batch, accruals for eligible
records, and updates the checkbook.
During implementation, you can choose to generate separate claims for each special price agreement or to generate a single claim for a distributor across all special price agreements.
Additionally, you can choose how to handle disputes. A discrepancy between what is claimed versus calculated is a dispute. You can choose to support a business process where claim analysts must review generated claims with any disputes, or to submit a claim for undisputed rebates immediately. If you have a strategic customer, you may claim immediately so their validated rebates are paid as soon as possible. You can decide how you want to treat disputed batches in general and at the distributor level. These disputes can be exported and sent back to the distributor for correction. Corrected CSV files are imported and processed as new batches in the system.
- Earned accruals are then tracked in the customer checkbook and program checkbook and posted to GL.
- Channel claim analysts review the special price agreement claims and settle them as promotional against the accruals.
- Associated accruals in a claim are relieved in GL.