The Case of the Promotion Deduction
Updated: 12/11/2019
The Case of the Promotion Deduction
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Storyboard Text

  • DORA Daily Overdue Debt Dashboard
  • Ok, let's check where to start with today's customers calls.
  • @Customer Experience - Dec 16
  • DORA Daily Overdue Debt Dashboard
  • Hi John, how are you? Perfect!Just called you to check on your open invoices for this month. Could you confirm the payment date and amount?
  • We don't use SalesForce for this?No, Emma, in most European markets Account Managers approve and code A&P on the Customer Spend tool
  • Hi Agi, good, thanks! Sure, let me check. ... Yeah, I'll pay by the 20th, but I'll deduct the promotion.So, that means it will be a total of £ 10.000. I'll send you the invoice for the promotion right now.
  • @Process Excellence - Dec 17
  • Naveen in Process Excellence AR & Cash Application team receives the promotion invoice by email.Validates invoice and creates claim document in SAP.
  • What's that? A claimdocument for a promotion at John's bar?Oh yes, that's right, that took place. I'll approve and code A&P on the Customer Spend tool.
  • While training PE new joiner
  • After approval and coding Naveen releases the YPCR claim document for billing and this credits the customers account
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