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Use caseUC0099

Catch a customer deduction before its window closes

Each week a customer's deduction sits on the ledger, and the clock to dispute it is already running against a date buried in the trade agreement. This app finds that date, reads the countdown, and tells the desk which claims must be filed now.

For the deductions deskManufacturing & CPG · Payments & Fintech

Why it matters

Today's manual process, and the same job with the app

A deductions analyst at a manufacturer, closing the week's aging report before claims expire.

✕Today's manual process

1Pull the aging report and sort deductions by how long they've sat on the ledger.
2Open each trade agreement to find the dispute clause and work out which date starts the clock.
3Work out the days left manually, checking the clause against today's date for every claim.
4Miss one and a valid claim becomes a write-off with no appeal.
Every claim aged and read manually

✓With the app

1The queue is pulled automatically and every deduction is aged against its own window.
2The agreement is read for you and the anchor date its clause names is applied every time.
3The countdown is computed the exact days left, with no manual subtraction.
4The desk sees it in time so the claim is filed before the window closes.
Every claim aged against its own clause

See it work

One real case: what the app found, step by step

A deduction with no start date named in its clause, so the countdown runs from the delivery date, with two days left to file.

Catch a customer deduction before its window closesReference appBuilt to be shaped to your process
  1. 1The case, remembered No dispute lodged yet, and $9302 is on the line this week.
  2. 2The verdict, and its anchor FILE NOW: the countdown runs from the date of delivery.
  3. 3The dates on file The invoice and delivery dates the anchor choice was based on.
  4. 4The countdown, and the call Two days left, so the claim is filed now, not written off.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
145 of 150countdowns exactly rightmeasured in 06 Evals →
0 of 116duplicate disputes filedmeasured in 06 Evals →
1 of 34claims that should've been filedmeasured in 06 Evals →
0.3¢to check one deductionmeasured in 07 Unit cost →

The build, step by step

14 steps

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your rulesYour own dispute windows, anchor rules and clause wording, not these invented defaults.
Your recordsYour trade agreements, deduction backup and proof-of-delivery records, in the form you already keep them.
Your systemsReads from your deductions queue and posts the worklist back to your own receivables system.
Your screensThe columns, terms and layout your deductions desk already uses every week.

Want this for your team?

Talk to us

We can run this on your own deductions queue and trade agreements, inside your environment.

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