Products  /  Trade Deals & Accruals

the reserve

Earmark

Turn deal money into a governed object: approved by workflow, built into the price, accrued when goods move, claimed to a credit.


Earmark is trade-deal pricing, accrual, claims and settlement for Finance & Operations. Native Dynamics prices a line as one number and models allowances off the price; Earmark stores the price as base plus over-basis plus deal money, builds the deal money into the invoiced price or carries it as an allowance, and freezes that price the moment the order is accepted so a later deal edit never restates a promise. Every deal is approved by workflow with segregation of duties before it can cost anything. Accruals post as real journals when goods ship or invoice, in the deal's currency, against a lifetime cap and thresholds the engine enforces rather than reports. Claims are governed documents with their own approval, credited to the customer and settled in standard accounts receivable, with a customer claim statement to prove it. The vendor side runs on the same engine: supplier rebates accrued at receipt, supplier-funded programmes as one linked mirror, purchase price build-up, and freight, broker or commission accrued at customer ship. It installs beside native Trade Allowance and Rebate Management without touching either.

deal approval workflowdeal money in the priceaccrual at shipmentclaims to customer creditdeal control workspacevendor mirror

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