Reduce invoice amount due to marketing activity

The customer deducts promotional or marketing expenses from the amount owed to the brand owner.

Determine short payment of invoice and create residual item and dispute case

SAP ERP creates a dispute case to address the discrepancy between the invoiced amount and the amount paid.

Determine trade-related dispute case

The SAP ERP user determines the dispute case to be trade related and sends the dispute case to SAP CRM.

System creates claim submission

The system represents the dispute case as a claim submission in SAP CRM.

Process claim submission and create deduction claim

You can create a deduction claim from the claim submission. There must be an unresolved amount for the claim submission.

Collect additional claim information

You can attach a document to the claim, for example, a screenshot.

Assign trade promotions and account plan

You can associate the claim with a marketing project.

Check claim validity

You can determine the validity of the claim.

Verify fund or assign fund

You can verify the predetermined fund, or choose another.

Approve deduction claim

The claim must be approved as a precondition to settlement.

Update fund

The system updates the fund.

Settle payment (Billing in CRM ®)

The claim is an item in the settlement due list. The system processes the settlement due list. The system then creates a credit memo for the claim account and posts accounting data.

Settle payment (Billing in ERP ®)

The accounting reconciliation process takes place in a back office application.

System closes dispute case

System closes deduction claim submission