SAP Customer Relationship Management > Trade Promotion Management > Trade Claims & Payments Management

Trade Claims & Payments Management

Main Process

 

 

 

See also

  • Trade Promotion Planning in CRM
  • Market Development Funds

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    Before claims are paid out, the field sales representative validates current promotions at the retailer to see if they are, in fact, in place and at the appropriate price. The representative also checks for distribution, placement and regular pricing conditions. In addition, it is his responsibility to gather information regarding the activities of competitors, especially regarding promotion execution in the store when competitors are running promotions concurrently with those of the representative's company.  Upon validation, claims and payments can be made.  Trade Claims Management provides a central repository of claims (invoices, deductions, scheduled payments).  There is a form–based claim validation with full deduction management capabilities, including charge-back and write-off processing.  Plus, it has full integration into Trade Funds Management, Trade Promotion Management and ERP Financials and Dispute Management.  Like trade funds management, Trade Claims Management allows for the tracking of claims against trade promotions, to gain more insight into promotional spending.  In this respect, because of promotional and claim validation, organizations only have to pay for valid promotions.

     

    TCM is tightly integrated into:

    • TPM Trade Promotion Planning
    • MDF Market Development Fund Initiatives
    • CRM Billing Engine
    • ERP Financials (CO-PA, FI)
    • ERP SD
    • ERP Accounting / FSCM


    The following business goals and objectives can be achieved through the implementation of these processes:


    Business Processes

    Period End Rebates and Write-OffsSAP Component or Feature Available
    Period end rebates and write-offs provide manufacturers with the ability to finalize lump sum amounts of money at the end of promotions without having to go through entire claims process. This ability saves time and creates less complication for usually minimal amounts of money that need to be finalized.

    This process is supported by the following SAP and/or partner offerings

  • SAP ERP
  • SAP Marketing (SAP CRM)
  • SAP NetWeaver
  • SAP Sales Management (SAP CRM)
  • SAP Service Management (SAP CRM)

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    Promotion ValidationSAP Component or Feature Available
    Promotion Validation involves field sales representatives validating that retailers are properly executing trade promotions.  A properly executed trade promotion could include, but not limited to, giving the correct discount during the right time period and using displays that the manufacturer has authorized.  Promotion validation is key because by validating the execution of trade promotions, manufacturers only pay for promotions that were executed per manufacturer-retailer agreements.

    This process is supported by the following SAP and/or partner offerings

  • SAP ERP
  • SAP Marketing (SAP CRM)
  • SAP NetWeaver
  • SAP Sales Management (SAP CRM)
  • SAP Service Management (SAP CRM)

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    Claims ManagementSAP Component or Feature Available
    Claims Management incorporates the creation, validation and closing of trade claims.  It enhances the ability to manage and allocate claims associated with trade promotions, thus allowing manufacturers to only pay for valid trade promotions and have more accountability for the overall Marketing budget.

    This process is supported by the following SAP and/or partner offerings

  • SAP ERP
  • SAP Marketing (SAP CRM)
  • SAP NetWeaver
  • SAP Sales Management (SAP CRM)
  • SAP Service Management (SAP CRM)

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    Accurals ManagementSAP Component or Feature Available
    Accruals Management allocates accruals to assigned funds to accurately track promotional spending. As funds are spent, that money is accrued against the initial fund.  The accrual is tracked against the promotion along each status change.

    This process is supported by the following SAP and/or partner offerings

  • SAP ERP
  • SAP Marketing (SAP CRM)
  • SAP NetWeaver
  • SAP Sales Management (SAP CRM)
  • SAP Service Management (SAP CRM)

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    SAP Product Available Partner Product Available SAP Product Available with Future Releases Partner Product Available with Future Releases Future Focus
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