Vistex Chargeback Overview

7/17/2019 Vistex Chargeback Overview

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Vistex Chargeback/IRM/IPALLMENU

http://www.sapyard.com/



Chargeback is a claimed amount that a manufacturer pays a distributor for goods/servicessold by him according to a mutual agreement between them.

The Chargeback process would help the distributors to sell their merchandise for a lowervalue and retrieve the difference between his acquisition cost and the customer sales price.Thus he would set up an agreement with the manufacturer to determine the pricing andsettlement parameters for the products.

Definition of Chargeback




The IP module provides distributors with tools required to administer, track and reconcilethe claims filed with the manufacturers. Efficient management of Chargeback claims has thefollowing benefits:

Reduces Dispute handling costs for Chargeback's.

Reduces Days-Chargeback-Outstanding.

Increases cash flow.

Reduces manual effort and number of adjustments.

Helps the senior executives to concentrate on reaching business goals rather than expendtheir time on cumbersome processes.

Benefits of the Chargeback Application




Chargeback Process




Repricing

Accrual

Parking

Settlement

Reconciliation

Chargeback lifecycle is not dependent on it’s source document once Chargebackagreement is created.

Chargeback Lifecycle




Source Documents of Chargeback




The information which is derived from these source documents is:

General information about the sale (Sales Org., Distr. Channel, Div., Company Code etc.).

All parties involved in the sales transaction (Partners).

The product pricing for the distributor (Cost price and Selling price).

Basic Material Information (Quantity, Rate, Currency, Unit).

Source Documents of Chargeback




Chargeback creation based on PartnerRoles with proper agreements




Chargeback creation based on Partnerrole w/o agreement




Chargeback process will only take place with a manufacturer only if there exists a validagreement between the parties for at least one item in the source document.

The Chargeback document sent to a particular manufacturer would only contain those itemsthat belong to the sale as well as to an agreement between the manufacturer anddistributor. Slide 6.

If there is no agreement between the parties, then the question of a Chargeback does notarise at all and thus there is no Chargeback document. Refer Slide 7

Chargeback document will not be created for Vendor 2 and Vendor 3 as no agreement is found forthose invoice line items.

Why Partner Roles are important tocreate Chargeback Document




Tcode for Individual Chargeback creation : /IRM/IPCBM.

CB Mass Processing IP-Chargeback's-Mass Proc.of Sales Documents (Sales Source

Documents)

The transaction code is /IRM/IPCB22.

CB Mass Processing IP-Chargeback's-Mass Proc.of Billing Documents (Billing SourceDocuments)


CB Mass Processing IP-Chargeback's-Mass Proc. of Claims (Claims Source Documentscreated form Sales document)


Chargeback Creation Transaction codes(/IRM/IPSPRO Path is also shown here)




CB Search and Process IP-Chargeback's-Claim Process


CB Search and Process IP-Chargeback's-Billing Process


CB Search and Process IP-Chargeback's-Sales Process


CB Search and Process IP-Chargeback's-Process


Chargeback Display or Change TCodes




Chargeback Accounting Document Display/IRM/IPCB35




Document flow for the accountingdocument of Chargeback




Technical Information For CB Area

TCodes of CB Reports /IRM/IPCB05

/IRM/IPCB41

Program Name

/IRM/IPCB_LIST_DISPLAY

/IRM/IPCB_MISSING_BILLING_DOCS

User Exits – Functiongroup for CB XIPCB XIPCB

IP: Chargeback Customer Enhancements

Different types of exits for Accrue , Settlement

depending upon various mode of selection of

data.

BADI /IRM/BADI_IPCB_ALL

IP: Chargeback Customer Enhancements

BADIs for Chargeback for modifying accrue,

settlement calculations, Enhance KOMP data,

KOMK data, user fields reconcilation




High Level Overview from Contract to Chargeback BusinessProcess for a Pharma wholesale business process

End Customer

Contract Negotiation

With GPO or End

Customer

Send BID Awardto Wholesaler

Receive Contract Award

Notification (EDI 845)

Receive Order

Ship Product and

Invoice End Customer

Chargeback Request

EDI 844

Ship Product and

Invoice End Customer

Manufacturer Wholesaler

Chargeback

Reconciliation

(EDI 849)

Receive

Chargeback

Place Order with

Wholesaler

Receive Product and

Invoice




Chargeback functions : CB Creation,Document flow and Reconciliation

Chargeback Creation

Outbound EDI 844 and inbound 849 support

Automatic and manual creation

Create Chargeback's in batch, periodically orimmediately

Combine multiple Chargeback requests into a"collective Chargeback request" to reduce

transaction volume

Full Chargeback workbench integration (all documentdisplay and processing can be done without leavingworkbench)

Generate Chargeback when a contract is loadedretroactively

Chargeback Document

Chargeback pricing procedure and accountdetermination (can be used to adjust Chargebackamounts, accrue rebates, post to specific accounts, etc.)

View contract data in Chargeback

Track vendor’s reference number

View vendor data in Chargeback

Output and/or re-submit Chargeback using EDI 844,print, fax, email, etc.

Document flow including Chargebacks, SD documentsand contracts.

Chargeback linked to all source EDI transactions

Full change log and audit history




Chargeback Reconciliation

All Chargeback rejections, statuses and paid amounts visible on Chargeback document

Track requested and paid Chargeback amounts separately

Track rejection reasons

Customizable rejection processing including custom fields, validations and workflow

Reverse and reopen posted Chargebacks as a result of subsequent reconciliation

Web portal for manufacturers to enter Chargeback response into your SAP system.

Chargeback functions : CB Creation,Document flow and Reconciliation
