Create New Accrual Plans

You store all information, rules, and values that apply to an accrual plan in an accrual plan record and view them in 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, you define the sales and purchase transactions to which the accrual plan will apply by attaching source records (such as customers and vendors) and items to the card. You also configure an accrual plan's payment policies.

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

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

To	See
Create the master data record that will hold all the rules and values that govern how sales rebates and promotions will be managed.	How to: Create Customer Rebates/Promotions
Create the master data record that will hold all the rules and values that govern how purchase rebates and promotions will be managed.	How to: Create Vendor Rebates/Promotions
Create the master data record that will hold all the rules and values that govern how sales commissions will be managed.	How to: Create Sales Commissions
Schedule accrual activities for an accrual plan.	How to: Create Accrual Plan Schedules
Assign charges for related costs to accrual plans.	How to: Assign Accrual Charges to Accrual Plans