 Resolving
short pays and deductions is a
challenge for most CPG
manufacturers. Account Review™
helps automate and simplify the
process with our closed-loop
approach. Contained and managed
within Account Review™ are all of the
data elements necessary to research,
document, manage and resolve
deductions.
Timely Deduction Resolution
|
 |
Configurable email alerts
and automated work flow keep
you in the loop and ahead of
deduction issues |
|
|
Each day deductions are
automatically exported from
your ERP and imported into
Account Review for
resolution |
|
|
Allow Account Review™ to
automatically assign open
deductions to the
appropriate people, and/or
manually reassign deductions
for research and resolution
as appropriate |
|
|
Timely access for all stake
holders, both in the field
sales and in corporate
headquarters |
|
|
During resolution, all
elements from promotion
plans are linked
automatically to the
settlement request, reducing
data entry effort and errors |
|
|
Lump-sum Wizard, column and
row-copy and other features
help reduce data-entry
effort and errors. |
|
|
Resolve deductions to
planned events for indirect
accounts where appropriate |
|
|
Automated, totally
configurable deduction
letters significantly
reduces data entry, improves
accuracy and facilitates
work flow |
|
|
All of the Features You
Expect & More
|
|
|
Includes all of the features
you need for deduction
resolution; including
Editing, Notes, Change Log,
Assignment, Mass-Write-Off,
Dispute, Advance Settlement
Matching, Repay-Offset, and
many more |
|
|
Advanced power-user features
built into every grid,
including group-by, pivot,
and filter-bar |
|
|
Export reports directly into
Microsoft Excel or create
PDFs for additional
flexibility |
Better deduction
documentation
|
|
|
HTML Link of electronic
documents to speed access
and reduce paper usage |
|
|
Easy access to complete and
accurate spending data to
research post-audit claims |
|
|
All work flow tasks, changes
and activities are logged by
user ID, date and time
stamp |
|
|
Closed-loop TPM approach
provides linkage to all
aspects of trade promotion
activity, including planned
events, shipments,
syndicated data, payment
requests, and budgets |
|
|
Improved customer P&Ls —
deductions are expensed to
the correct plan-to account,
event and products |
Don't
double-pay
|
|
|
Prevent “double-dipping”
since resolved deductions
are also linked with
payments in a closed-loop
TPM system. For example,
duplicate reference numbers
are automatically flagged
for review |
|
|
Visibility to the
year-to-date spending
history of each event along
with projected liability can
prevent double pays |
|
|
Electronic work flow closes
events after final
settlement, preventing
non-valid settlement
requests from being expensed
to the wrong event |
|
