Claims
Accepted, never claimed
The registration was accepted but the claim was never filed, or was filed late.
Many programmes need a claim after the deal closes, inside a window. Then the vendor pays a total that nobody can tie back to deals. Finance books what arrived, with no view of what the rules said it should have been.
Vendor A rebate · Q3
Paid as one total
Between registration and payment, in five places.
The registration was accepted but the claim was never filed, or was filed late.
The deal went under a programme that paid less than the one it qualified for.
Working out whether it is right means reverse-engineering it, and even then you never know.
Illustrative statement and figures.
Capture files claims inside the window, works out what each statement should have been and shows the variance by vendor, programme and deal.
The registration was accepted but the claim was never filed, or filed late.
The deal was registered under a programme that paid less than the one it qualified for.
The vendor's statement is a lump sum. Working out whether it is right means reverse-engineering it and even then you never know.
Vendor and distributor rebates arrive separately and are reconciled separately, if at all.
Disputes with vendors over what was paid are common and hard to evidence.
Files the claim inside the window on every vendor that needs one. Calculates what each statement should have been from the published rules and the deals that closed. Matches the statement to deals and shows the variance by vendor, programme and deal, from vendors and from distributors. For every gap, produces an evidence pack: the deal, why it qualified and the rate in force when it closed. The received figure comes from the vendor's portal or from a single line in your finance system, nothing more.
Finance gets accruals based on what each closed deal should pay and an audit trail behind every incentive line.
Evidence pack · Customer D
For the vendor's channel team, or your auditor
Each page answers one question buyers ask, so you can send it to whoever needs it.
Every other question is answered on the questions page.
See every questionFrom the vendor's portal where it shows payments, or from a single line in your finance system if you prefer. Access can be limited to that one line.
Send a quarter of closed deals for one vendor. We come back with your registration rate and what the quarter would have paid with Capture in place.