Concepts & glossary

What is a special-pricing (ship-and-debit) claim?

A special-pricing or ship-and-debit claim recovers the gap when you sell at a specially agreed price. Here's what an SPA is and how ClaimDS handles it on the purchase side.

A special-pricing agreement (SPA), often called ship-and-debit, is the arrangement where you sell at a specially agreed lower price for a specific deal or customer, and then recover the difference from the vendor who authorised it. The "ship" is the sale at the agreed price; the "debit" is the claim back for the gap.

What it means

Vendors approve special pricing to win or protect a particular piece of business — a large order, a competitive deal. You ship at that price, but you're entitled to recover the difference between your normal cost and the special price. That recovery is the SPA claim.

How ClaimDS handles it

SPA is one of the purchase claim types in ClaimDS. You raise it under Claims → Purchase, against the vendor and the deal it relates to, and it follows the same draft → submitted → approved → posted lifecycle as any other claim before flowing into reconciliation and settlement.

How it differs from an RPA

An SPA recovers the gap on a specially agreed price you sold at. A retroactive price adjustment adjusts the price on business already invoiced at the normal price. They're handled as distinct claim types so each settles against the correct basis.

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What is a special-pricing (ship-and-debit) claim? — ClaimDS