- Efficiently validate short payments
- Accurately categorize spending
- Reduce deduction aging
- Actualize promotions & terms spending
- Track and measure deductions versus accruals
- Integrate with A/R
Use BluePlanner to add structure, control, automation, and insights to the deduction management process. Tested and trusted features have been augmented with AI to increase speed and accuracy. Integrate with Accounts Receivable to eliminate manual data entry. Actualize promotions and other contracted terms. Reverse accruals.
- Add the deduction backup with AI assistance or manually.
- Reconcile deductions for spending that was planned: Promotions and Terms
- AI SmartRanking helps identify the most likely matches.
- Categorize deductions for spending that was not planned.
- Manage both trade and non-trade deductions. Automatically categorizes customer, product(s), spend reason, GL account, and date.
- Reconcile and categorize individually or en masse.
- Feed data back to A/R to populate/update Credit Memo.
- Defines spending that actualize promotion spend. Use this for post event analysis.
- Defines spending that is linked to the accrual. Use this to create accrual reversal journal entries.
- Reports and dashboards enable you to understand the big picture.
