## [Promotion Compliance (with Dispute Record Generation)](/content/promotion-compliance-with-dispute-record-generation/index.html)

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Aug 29, 2024 | [Business Process](/content/category/business-process/index.html)

Business Process Overview:
- Check Into Visit and Confirm Location: Verify user is at the correct location to ensure accurate compliance reporting.
- Begin Compliance Audit and Log Disputes: Start audit, documenting any disputes related to compliance issues.

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## [AI Suggested Promotions from Volume Contract](/content/ai-suggested-promotions-from-volume-contract/index.html)

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Aug 23, 2024 | [Business Process](/content/category/business-process/index.html)

Business Process Overview:
- Review Account with Active Volume Contract: Use Aforza to examine the customer’s active contract.
- Access Supporting Assets: Retrieve and view the volume contract PDF for reference.
- Leverage AI for Promotion Suggestions: Summarize contract details and suggest relevant promotions.

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## [Activate Accrual Process](/content/activate-accrual-process/index.html)

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Aug 16, 2024 | [Business Process](/content/category/business-process/index.html)

Business Process Overview:
- Create a Fund, Promotion & Credit Note: Establish the necessary financial instruments.
- Update Customer Account Balance: Reflect the latest transactions in the customer’s account.
- Check Tasks Status – Executed or Outstanding: Monitor task execution status to ensure timely completion.

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## [Manage a Live Trade Calendar](/content/manage-a-live-trade-calendar/index.html)

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Aug 6, 2024 | [Business Process](/content/category/business-process/index.html)

Business Process Overview:
- Create Promotion: Define the promotion details and objectives.
- Analyze Previous Performance: Review past promotion results and performance metrics.
- Check for Promotion Conflicts: Identify any overlapping or conflicting promotions.

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## [Create an Indirect Promotion](/content/create-an-indirect-promotion/index.html)

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Aug 2, 2024 | [Business Process](/content/category/business-process/index.html)

Business Process Overview:
- Create Promotion: Define the promotion details and objectives.
- Analyse Previous Performance: Review past promotion results and performance metrics.
- Compare Scenarios: Assess different promotional scenarios and their potential outcomes.