Resolve a trade promotion deduction
Compare a retailer’s deduction with the promotion agreement and proof of performance, then prepare the decision for sales finance.
- Starts with
- A retailer short-pays an invoice or submits a promotion claim.
- Who decides
- Claims analyst authorizes disposition; ERP controls settlement and accounting.
- Output
- Deduction worksheet; Evidence and exception list; Disposition and follow-up
- Inputs
- ERP receivables — Customer and invoice references, the original receivable and the unpaid balance that must be explained.
- Trade promotion agreements — Approved promotion dates, eligible products, agreed rates or allowances, and required proof of performance.
- Accruals — Recorded promotion accruals and their agreement references, used to compare the claim with the expected obligation.
- Retailer remittance — Payment amount, deduction code and retailer claim details linking the short payment to the invoice and promotion.
- Performance evidence — Submitted records of the agreed promotional activity, used to test the retailer’s claim against the agreement.
A supported decision on the retailer deduction
Compare a retailer’s deduction with the promotion agreement and proof of performance, then prepare the decision for sales finance.
Configure and validate this starting point around your sources, permissions, and review responsibilities before implementation.
- 01Agent preparation
Identify the deduction
Match the deduction to customer, invoice and promotion agreement.
- 02Agent preparation
Check the promotion terms
Compare claimed activity with approved terms and proof of performance.
- 03Agent preparation
Flag unsupported deductions
Flag unsupported amounts, duplicates and missing records.
- 04Human decision
Review the proposed resolution
The claims analyst accepts, disputes or holds the deduction for more evidence, then authorizes the next action. Settlement remains in the financial system.
Claims analyst authorizes disposition; ERP controls settlement and accounting.
What the team receives
- Deduction worksheet
- Claimed and supported amounts by invoice and promotion, with agreement references and calculation notes.
- Evidence and exception list
- Missing proof, potential duplicate claims and amounts that do not match the approved terms.
- Disposition and follow-up
- A proposed accept, dispute or investigate decision, followed by the analyst’s approved action and the evidence needed for the next step.
Scope this workflow around your operation.
Consumer-goods businesses using retailer trade promotions and deduction accounting.