Deployment Integrity & Rescue

RGM / TPM / TPO Configuration & Validation

Promotion Configuration & Commercial Logic

Confirm the system accurately reflects commercial behavior by configuring and testing:

• Customer and product hierarchies
• Pricing conditions mapping and reporting
• Pricing waterfall integrity
• Off-invoice promotional allowances setup
• Lump-sum vs variable funding configuration
• Customer-specific promotion mechanics
• Three-way match mapping with ERP
• Contract clause to configuration rule alignment

Settlement Action Mapping

Ensure settlement actions are correctly configured and functioning across promotion types and commercial scenarios:

• Billback / chargeback / rebate configuration
• Timing issues affecting budget (e.g. early payment discount windows)
• Debit / credit memo generation and posting
• Missing settlement action identification
• Commercial intent and system logic alignment
• Settlement path diagnosis
• Promotion-to-settlement rule alignment
• Exception scenario mapping

Accrual Logic Testing

Test accrual generation across key promotion scenarios and resolve issues as discovered:

• Planned vs actual accrual behavior analysis
• Timing mismatch analysis
• Accrual trigger testing
• Over / under-accrual root-cause analysis
• Accrual releases and reversals
• Trade term governance mapping

Contract-to-System Mapping

• Allowance structure mapping
• Pricing term interpretation into TPM logic
• Funding rule documentation
• Contract clause to configuration rule alignment

Template & Baseline Quality Assurance

• Promotion template accuracy
• Planning baseline validity
• Market template fit/gap assessment
• Reusable object integrity

UAT Case Design

• Promo lifecycle test scripts
• Settlement scenarios
• Pre-flight checklist with required testing results for cutover
• Edge-case stress testing

Master Data Management

• Customer hierarchy
• Product master data and product hierarchy
• Sales data mash-ups and mapping
• Delivered baselines and aggregation / disaggregation
• Funding objects

ERP, Posting Logic & Integration

Promotion Posting Alignment

Ensure TPM / TPx-generated postings align correctly to ERP financial objects and expected accounting treatment:

• GL mapping accuracy
• Posting flow and reporting
• Condition mapping
• Error logs and error diagnosis

SD Pricing & Condition Alignment

Ensure commercial conditions in SAP / ERP align with TPM logic and real contract behavior:

• Pricing conditions vs posted allowances
• Condition record logic vs TPM logic
• Duplicate condition identification
• Pricing / allowances flow: prioritization, stacking, and pricing controls

Contract-to-ERP Scenario Tracing

• Promotion to invoice
• Claims / deductions
• Accrual to settlement
• End-to-end promotional allowances scenario

Integration Issue Triage

• Build custom tools to investigate inbound / outbound messages (JSON / XML / CSV)
• Identify incorrect fields
• Data Lake mapping mismatches
• Middleware handshake failures

Commercial Finance, Reporting & Controls

Business-to-Technical Defect Translation

Turn user complaints into usable technical issue statements for vendor, support, or IT teams:

• "Numbers are wrong" issues converted into reproducible defects
• Root-cause hypothesis framing
• Vendor escalation support
• Distinguishing system bugs, data issues, design gaps, configuration choices, change requests, and adoption failures

TPM-to-P&L Reconciliation

• Revenue plans vs trade spend actuals
• TPM output vs operating P&L
• Accrual vs realized spend variance

Trade Spend and Financial Reporting Design

• Report logic and purpose definition
• KPI definitions and data drivers
• Business-readable trade dashboards
• TPM-to-BI field mapping

Accrual Control Assessment

• Accrual control checkpoints
• Manual adjustment risk assessment
• Period-end accrual sanity checks
• Control design for promotional spend

Deduction & Claim Visibility

• Claims status reporting logic
• Deduction tracking templates
• Settlement visibility dashboarding
• Open item reporting structure

Month-End Close Routines

• Trade close checklists
• Accrual reporting packs
• Open promotions assessment and forecasting
• Variance analysis

Evidence

Suitable Engagements & Roles