Validate, categorize, & reconcile deductions. Actualize planned activities. Create data needed for Credit Memos and accrual reversals.
There are three different “streams” of spending managed by BluePlanner: “Forecast,” “Projected,” and “Actual.” Forecast is the original plan, Projected is a latest estimate metric that uses actual volume and planned spend rates, and Actual is money that has been paid via a check request or deduction. The process of managing deductions in BluePlanner creates actual spending for promotions & terms when they are matched to deductions in the research and validation process.
