Promax PX allows users to attach notes explaining the reasoning for deductions.

We at Promax understand that quite often there will be a situation whereby you may need to do further investigations prior to paying a claim in full. The system has therefore been designed to be flexible.

With Promax PX you do not need to pay the entire claim against one promotion.  However if you do decide to reduce the amount of the final payment, you will also need to adjust the allocated amount, which will default to the full amount.

Promax also offers you two payment options, ie: you can use Auto Pay, or key in the amount to pay in the payments table. You can also manually override the Spend Amount, Tax Amount & Pay Amount. The Tax Amount may need to be changed where there are different components of a promotion that have varying tax rates.

If you decide to use the Auto Pay functionality, you will have the following options:

• No Pay – pays nothing
• Pay All (Balance) – pays the outstanding balance
• Pay Proportional (Planned) – It will allocate the claim amount based on what you have planned. This will mean the accrual by SKU is reduced in the same proportion.
• Pay Proportional (Accrued) – It will allocate the claim amount based on what has been accrued so far.
• Pay Proportional (Rate * Sales) – This allocates based on rate * actual sales. This can cause an additional accrual to be generated if the actual sales for an SKU is higher than the planned. This cannot be used with Lump Sum transaction types as there is no Rate.
• Pay Proportional (Rate * Scan) – This allocates based on rate * actual scan. This can cause an additional accrual to be generated if the actual scan for an SKU is higher than the planned. This cannot be used with Lump Sum transaction types as there is no Rate.

Once payments are made, a Payment History will be recorded so you can keep track of all your payments. A Payment Entry History Report lists the promotion & term payments made, by date within account. It can be used to check daily activity. Refer to the Promax Analytics & Reporting section in the Solutions area or download the Promax PX Reporting and Analysis White Paper for more information.