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Create accrual plans

  • Published on Jun 25, 2026
  • 1 minute(s) read
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Store all information, rules, and values that apply to an accrual plan in an accrual plan record and view them on an accrual plan card.

First, create a new card and fill in basic information such as the accrual plan's name, type, and starting and ending dates. Then, define the sales and purchase transactions to which the accrual plan applies by attaching source records (such as customers and vendors) and items to the card. Also configure an accrual plan's payment policies.

When all the required master data is created, configure additional information such as accrual plan schedules and charges associated with accrual plans.

The following table describes a sequence of activities, with links to the topics that describe them. These activities are listed in the order in which they are generally performed.

To

See

Create the master data record that holds all the rules and values governing how sales rebates and promotions are managed.

Create customer rebates/promotions

Create the master data record that holds all the rules and values governing how purchase rebates and promotions are managed.

Create vendor rebates/promotions

Create the master data record that holds all the rules and values governing how sales commissions are managed.

Create sales commissions

Schedule accrual activities for an accrual plan.

Create accrual plan schedules

Assign charges for related costs to accrual plans.

Assign accrual charges to accrual plans