Create Customer Trade Profiles

You can create customer trade profiles from the Manage Customer Trade Profiles page. This is an optional setup.

1. From the Navigator, click Deductions and Settlement or Customer Channel Management under Order Management.
2. You can navigate to the Manage Customer Trade Profiles page as follows:
   • Deductions and Settlement: The Claims page opens. Select the Administration tab to open the Administration page. Select Manage Customer Trade Profiles from the What do you want to do or manage? section.
   • Customer Channel Management: The Checkbook page opens. Select the Administration tab to open the Administration page. Select Manage Customer Trade Profiles from the What do you want to do or manage? section.

1. From the Business Unit drop-down list, select the business unit for which you want to set up the trade profiles. You can see the claim owner assigned at the BU level in the setup Manage Channel Settings here.
   Note: If your role has access to only one business unit, it's displayed by default.
2. Click the Add icon to create a profile for your customer.
3. From the Customer list, select the customer.
4. Select the Customer, Account, Site, and Address, if required.
5. Select the Enable check box to enable the trade profile.
6. If you're assigning the claims to a default owner, select this owner from the Claim Owner list.
7. To set a deduction threshold, enter the amount in the Deduction Threshold field.
8. Select a value from the list in the Pay over Earnings field.
   • Null: Indicates that the customer may or may not be eligible for Pay Over Earning depending on the setup in the Channel Settings. This is the default value.
   • Allow: Indicates that unearned payments are always allowed for this customer. This setting overrides the Channel Settings.
   • Disallow: Indicates that the customer isn't eligible for unearned payments for programs. This setting overrides the Channel Settings.
9. Select a value from the list in the Threshold Type field.
   • Amount: Select this to use currency amount as the threshold.
   • Percentage: Select this to use a percentage of the earnings as the threshold.
   • Unconditional: Select this if the threshold is infinite. No special approval is required for overriding this type of unearned payments threshold. Claims go through the regular claim approval process.
10. Enter a value in the Threshold Value field.
    • If you selected Amount as the type, then enter the threshold as a currency amount. For example, if you enter 50 in the threshold field, then the threshold limit is $50, assuming your currency is U.S. dollars. Hence, if the customer has earned $3000, and your threshold amount is $50, then you can pay up to $3050.
    • If you selected Percentage as the type, then enter the threshold as a percentage of the earnings. For example, if you enter 20 in the threshold field, then the threshold is 20% of the earnings. Hence, if the customer has earned $3000, and your threshold percentage is 20%, then you can pay up to $3,600. Note that this threshold type isn't applicable if the program has 0 or no earnings.
    • If you selected Unconditional as the type, then the threshold is infinite. No special approval is required for overriding the unearned payments threshold. Claims go through the regular claim approval process.
11. You can select a value from the list in the Override Threshold field only when the Pay Over Earnings is set to Allow and the Threshold Type is Percentage or Amount.
    1. Yes: If you select this and the unearned payment exceeds the threshold amount, then the claim settlement process is initiated, but must go through a special approval first.
    2. No: If you select this and the unearned payment exceeds the threshold amount, then the claim settlement process can't be initiated.

    The Override Threshold field is disabled when the value for the Pay Over Earnings is set to Null or Disallow. This field is also disabled when the Threshold Type is Unconditional.

    Note: Pay over earnings are applicable only at the account and customer levels, not at the site level.
12. Click Save.
13. The Mapping icon becomes active after saving for profiles defined at the customer and account levels. Click this icon to create a mapping between your claim reasons and your customer's reason codes.
    1. On the Mapping page, click the Add icon.
    2. In the Customer Reason field, enter your customer's reason name or code that you want to map to your internal claim reason.
    3. Add a description for this reason in the Reason Description field, if required.
    4. From the Claim Reason list, select the claim reason to which you're mapping your customer's reason.
    5. Click Save.

Note: You can create, view, and update customer trade profiles. You can disable them, but they can't be deleted after saving.