Products / Trade Deals & Accruals
the reserveEarmark
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.
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