Clarification-item management in SAP R/3
Your task
It is your task to develop new structures, procedures and/or cost savings for the resolution of account-related cases (payment deductions, reductions) in need of clarification. Clarification items can arise at various times and in the most diverse parts of the organisation (internal and external). In order to properly deal with these situations, you require efficient and integrated clarification management.
You are looking for ways to:
- Identify the causes of the cases to be clarified and resolve them
- Map out processes in a transparent and standardising way
- Reduce the time needed to resolve a case to be clarified
- Reduce DSO
- Make daily, up-to-date reports available to management
Our solution
We can offer you "KPM“ as our solution to your task. This is an ADD-ON application for the SAP® R/3® system. The following will explain integration with SAP®, "KPM´s" range of capabilities, the benefits to you and the services we offer.
Range of services (selection)
(1) The clarification case
The "clarification case" is the central SAP "business object" for summarising of all data relevant to clarification. This specifically includes:
- Areas of responsibility within your company (finances, internal and external sales etc.)
- Data regarding the client and amount in question
- Documents (debit memos, complaints, other correspondence, etc.)
- The history of the clarification case
(2) Workloads
Each case worker receives his own personal workload. Within this workload, the case worker's clarification cases are itemised in summary fashion (expedited, current, re-submission, in-process, etc.).
(3) Automatic personnel locator
In addition to the accountant, the appropriate contact partner in sales is also located.
(4) Freely definable clarification workflow
The clarification workflow can be easily expanded by using "Customising". E.g. a workflow for approving credit-memo claims can be defined.
(5) Automation of standard tasks
Recurring transactions of relevant case workers are automated (offset against a credit memo, courtesy write-off, remove/set dunning block, post a reversal debit, etc.).
(6) Statistical tags
Before a clarification case can be resolved, the case worker in charge must code it with a tag for statistical purposes. This statistical tag records the cause of the clarification case within the system. The tags can be freely defined and serve as an important criteria for management to track internal and external problems in the supplier-customer relationship (e.g. courtesies, mis-pricing, incorrect order numbers, etc.).
(7) Information system
"KPM’s" reporting serves as an early-warning system (complaining customers, long processing and lead time, etc.) and also as a traditional evaluation system (time comparison, profit/ loss analysis, causal analysis, etc.).
Further functions
- Linkt to Outlook / Lotus Notes
- Automatical setting of dunning blocks
- Substitution regulation
- Automatic data updating
- Administration of NON-SAPdocuments (correspondence)
- Automatical resubmission/ escalation
The services we offer
We advise and support you in all phases of implementing your clarification-item management.
This specifically includes:
- Installation and customising of the "KPM“ ADD-ON
- Integration of the ADD-ONs „KPM” into an optical archive or BDS
- Organisation consulting and process optimization
- Service agreement for enhancements, first and second level support
Our references
- Bosch Rexroth AG, Lohr
- Fischerwerke Arthur Fischer GmbH & Co. KG, Tumlingen
