Surcharge capture and waiver tracking
Surcharges that should have applied, did apply and were waived, by account and by who waived them.
The business question
Which surcharges should have applied, did apply, and were waived?
What it does
Tracks surcharge applicability, capture and waivers by account and by who waived them. Applicability is a ruleset and waivers go through an approval workflow, so both are on record.
What’s inside
Composed from the platform’s own objects, so it is a configuration you can open, not a document.
- View: surcharge capture by account
- Ruleset: surcharge applicability
- Workflow: waiver approvals
Uses these metrics
The measures that call for this template when they move, each with its own page.
- Surcharge capture rateMetricAct when: Under 90%, or waivers rising
Commercial context required
What Revomo reads to run it. Everything else in the template is derived from these records.
- The governed commercial context: customers, products, transactions, prices, costs and agreements
Relevant industries
See this template in Revomo.
We will show the Surcharge capture and waiver tracking running on representative data, or on a slice of your own, and what it would take to run it on yours.