FUJITSU AMERICA Cover Page 11 VENDOR BILLBACK SOLUTION Shyam, Sr. Consultant, Fujitsu America Inc.

FUJITSU AMERICAFUJITSU AMERICA

Cover PageCover Page

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VENDOR BILLBACK SOLUTION

Shyam, Sr. Consultant, Fujitsu America Inc.


AgendaAgenda

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Scope & Importance Solution Footprint Trade Management – BBWB – GL Credits – BBWB Claims – BBWB Warehouse Spoils – BBWB BBWB – Features & Utilities Value Proposition Q & A


Scope : Trade DealsScope : Trade Deals

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Three basic forms of trade deals have emerged : off-invoice, discretionary funds and bill-backs.

Off-Invoice:Manufacturer -> Distributor : Dollar discount for each case purchased by the distributor/retailer during a specified period of time.Discretionary Funds (Lump sum): Manufacturer -> Distributor : Lump sum payments in return for retailer promoting brand to the customerBillbacks:Manufacturer -> Distributor -> Customer : Discount based on per case sold by the distributor to the customer during the promotion period. The bill back amount is determined based on the data provided by the distributor.


ImportanceImportance

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Bill backs go Straight to the Bottom Line

Accurate Pricing to the customers – Increased competition.

Increased vendor claims management due to increased promotion activity.

No Standard process available in base systems

Unique footprint for CPG / Manufacturers and Retailers


We have the answers…We have the answers…

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Solution Foot Print

Bill back WorkbenchBillback Agrements

Accounts Payables

Trade ManagementPromotions for offers setup in

Trade Management

Inventory Adjustments – for approved Spoils

Deductions

Claim Settlements for

lump sum deductions by

customers

Credit IssuedFor Deductions

claimed by Customer

Vendor

Vendor Management

Offer Setup in Trade Management


We have the answers…We have the answers…

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The case study presented in the next section details how the E Business Suite Family with Fujitsu’s Add In was leveraged to deliver an all encompassing vendor Bill back Solution :

Footprint Includes : Oracle E – Business processes The seeded interface Tables and API’s Oracle Order Management Oracle Advance Pricing Oracle Receivables Oracle Trade Management Oracle Payables


Source : 1 :Trade Promotions – BBWB Integration FlowSource : 1 :Trade Promotions – BBWB Integration Flow

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Offer Setup in Trade ManagementOffer Setup in Trade Management

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Offer Setup – Price Modifier CreationOffer Setup – Price Modifier Creation

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Order Entry :Order Entry :

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Pricing ModifiersPricing Modifiers

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List Price : 64.02Discount : 0.28Selling Price : 63.84


Billback AccrualsBillback Accruals

12121212


Accrual for Marketing PromotionsAccrual for Marketing Promotions

Account Debit Credit

Sales Promotion Expenses 0.28

Promotions - Vendors 0.28

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Pending Bill Backs 0.28

Promotions - Vendors 0.28

Distributor

Manufacturer


Billback Workbench:Billback Workbench:

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Billback Workbench Summary View:Billback Workbench Summary View:

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Billback Workbench Detailed View:Billback Workbench Detailed View:

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Process & Archive BillbacksProcess & Archive Billbacks

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Source : 2 : Claims for Lump sum DeductionsSource : 2 : Claims for Lump sum Deductions

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Customer Claims for Ad Allowance News Letter Discount New Store Item Placement


Claims / Deduction Management: Lump sum DeductionsClaims / Deduction Management: Lump sum Deductions

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Claims Investigation View :Claims Investigation View :

20202020


Claim Settlement:Claim Settlement:

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Automated Credit Memo creation:Automated Credit Memo creation:

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RMA: SLA Journal for Pending Billback AccrualsRMA: SLA Journal for Pending Billback Accruals

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Revenue 158.44 AR 158.44

Pending Bill Backs 158.44 Revenue 158.44


Claims Credit Memo – Billback Workbench IntegrationClaims Credit Memo – Billback Workbench Integration

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AP Integration : Debit Memo CreationAP Integration : Debit Memo Creation

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Source : 3: Credit Memo – BBWB Source : 3: Credit Memo – BBWB

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Source : Credit Memo

Promotion Adjustment Spoils Product Recalls


Credit Memo – BBWB Credit Memo – BBWB

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RMA Entry : Product RecallRMA Entry : Product Recall

28282828


RMA: Entry Lines : Return ReasonsRMA: Entry Lines : Return Reasons

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Credit Memo : Product RecallsCredit Memo : Product Recalls

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Credit Memo : ReasonCredit Memo : Reason

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RMA: SLA Journal for Pending Billback AccrualsRMA: SLA Journal for Pending Billback Accruals

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Revenue 40.18 AR 40.18

Pending Bill Backs 40.18 Revenue 40.18


Bill Back : Search PageBill Back : Search Page

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Bill Back : SummaryBill Back : Summary

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Bill Back : DetailsBill Back : Details

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Bill Back : PreviewBill Back : Preview

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Source : 4 : Warehouse SpoilsSource : 4 : Warehouse Spoils

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Product Recalls Vendor Returns Vendor Supported Labor Warehouse - Spoils


Source : Warehouse SpoilsSource : Warehouse Spoils

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Account Alias Issue : Spoils - WarehouseAccount Alias Issue : Spoils - Warehouse

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SLA : Journal for Warehouse SpoilsSLA : Journal for Warehouse Spoils

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Spoils – Warehouse 15.10 Inventory 15.10Pending Bill Backs 15.10 Spoils - Warehouse 15.10


Bill Back : Search PageBill Back : Search Page

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Bill Back : SummaryBill Back : Summary

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Bill Back : DetailBill Back : Detail

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Bill Back : PreviewBill Back : Preview

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BBWB : Key DifferentiatorsBBWB : Key Differentiators

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Beyond the Standard Process: Centralized database for vendor bill back data

Automated interface to pull data from various sources

Review , Hold & Modification options before Bill Back

Automated accrual for Bill Backs.

Automated Reversal of Accruals for Adjustments

Reconciliation Reports to Match the GL Accruals to the Actual Bill back


Bill Back Work Bench : ROI Bill Back Work Bench : ROI

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Decrease in Vendor Claims from accurate Bill backs.

Increase in volume of Bill Backs resulting from more accurate tracking of promotions, Customer Credits and spoils data.

Accurate pricing for customers resulting in increased credibility

Better Management Reporting on Promotions Received Vs Given.

Accurate financial reporting on Pending Bill Backs.


Q & AQ & A

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Thank You

FUJITSU AMERICA Cover Page 11 VENDOR BILLBACK SOLUTION Shyam, Sr. Consultant, Fujitsu America Inc.

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