Customer programs intake

Stage a new customer program (MDF, pickup allowance, drop fee, cash discount, PPI, etc.) in the HITL queue. Mike approves via /proposed-actions.html; on approval the row lands in customer_programs and applies to invoicing/billing per billing_method.

Customer name *

Program name *

Program type *

Value type *

Value (number)

Effective from (YYYY-MM-DD) *

Billing method *

Applies-to scope

Notes / source (Dropbox link, contract reference, etc.)

All * fields required. Stages as a create_customer_program proposed_action (L2 risk).

After staging:

Open proposed-actions.html
Filter by action_type = create_customer_program
Review the staged program (it'll show the source notes you entered)
Approve to insert into customer_programs table