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Set up accrual charges

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Besides accrued dollar amounts, there can be other costs associated with a particular sales marketing plan. Advertisements, promotions, and in-store events are a few examples of additional costs that a rebate plan can incur. You can assign these costs to the accrual plan using the Accrual Charges feature.

Steps

  1. In the search box, enter Accrual Charges, and then choose the related link.

  2. On the Home tab, in the New group, choose New.

  3. Fill in a code and a description for the accrual charge.

The actual amounts are added to the accrual charge in the individual rebate/promo and commission cards. These accrual charge amounts are used in actual transactions only when the accrual and payment schedules are set up.