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Submitting an SPA Claim (Distributor)

SPA claims are distributor requests for reimbursement for lost margin. Once SPA quotes have been approved by the supplier and an agreement with SPA approved pricing entitlements is generated, the distributor can submit SPA claims against the entitlement.

Distributors can submit claims through the Partner Portal. Claim data can also be imported from external systems into Siebel High Tech and Industrial Manufacturing by using Siebel eAI. For more information about Siebel eAI, see Overview: Siebel eBusiness Application Integration Volume I.

Point-of Sales and SPA Reports

SPA claims are submitted by the distributor as line items in an SPA report. Point-of-sales (POS) and SPA reports are directly related. Both reports contain multiple line items grouped together for transmission purposes only. Each line item describes a different sales transaction with an end customer. SPA reports contain line items identified as claims. The claims are transactions for which the distributor wants to be credited. Each claim line item must be verified against the appropriate entitlement by the supplier.

POS reports are used:

• By the distributor to report sell-through data to the supplier.
• By the supplier to track end customer sales, which is useful for marketing and incentive compensation purposes.
• By the supplier to estimate sell-through volumes for design registrations, which is useful to see how sales compare with the sales goals in the design registrations, and to increase the accountability of the sales reps.

SPA reports are used:

• To substantiate SPA claim line items. After distributors submit claims for lost margin to the manufacturer, the SPA report gives the manufacturer proof of the end customer purchase volumes, which are used to generate credits for the distributor when prices are lower than the guaranteed margin. For more information, see Submitting an SPA Claim (Distributor) and Validating an SPA Claim (Supplier).

The distributor must first create and save the SPA report record before adding line items to it.

This task is part of Process of SPA Quote and Claim Management.

To create an SPA claim through the Partner Portal

1. In the Partner Portal, navigate to the SPA Claims screen.
2. In the form beneath the POS/SPA Reports list, create a new SPA report record, and enter information about the report. Some fields are described in the following table.

   NOTE:  Some of the following fields can only be seen after you save and drill down on the record.

   Field	Comments
   Distributor Report ID	Report identifier for the distributor.
   Mfg Report ID	Report identifier for the manufacturer.
   Type	Distinguishes between POS and SPA Claim reports.
   Distributor	Read-only name of distributor company, the parent organization of the current login.
   Debit Note #	Typically, a number that comes from the supplier's accounting system. After the claim is approved, the accounting system generates a debit/credit note for payment to the distributor.
   Claim Cost	The total value of the approved line items on a validated claim. This is the cost of the claim to the supplier and the size of the credit to the distributor.
   Currency Code	Currency for overall Claim/POS report, if not specified at line item.
   Exchange Date	Currency conversion date. Used to identify internal currency conversion table.

3. Click Save.
4. Drill down on the SPA record and create a new line item record in the Line Item Detail form.
5. Enter information about the line item. Some fields are described in the following table.

   Field	Comments
   SPA Entitlement #	Pick list of approved and active SPA entitlements for the distributor.
   Branch Office	Distributor's branch office, primary organization of the current login.
   End Customer	Account of the OEM into whose products the product identified on the line item is built.
   End Customer Address	Address for the OEM account (end customer).
   Resale Customer/Address	Account address to which the parts were sold and delivered.
   Resaler Address	Account address to which the parts were sold and delivered.
   Ship To Customer	Account to which the product identified on the line item was shipped.
   Ship To Address	Account address to which the product identified on the line item was shipped.
   Product	Manufacturer's product sold.
   GTIN#	Global product identifier. A unique reference number for the manufacturer's product.
   Shipped Quantity	Quantity shipped by distributor to end customer.
   Ship Date	Distributor ship date to end customer.
   Design Registration #	ID of the design registration under which this transaction was executed.
   Transaction Status	Status of the individual line item.
   Deviation	Difference between the amount submitted by the distributor on the claim and the amount originally agreed upon per the entitlement. Sometimes the authorized price/purchase cost submitted on the claim will differ from the values specified on the entitlement, leading to a non-zero deviation.

To submit an SPA Claim report

1. In the Partner Portal, navigate to the SPA Claims screen and select an SPA quote of status In Progress.
2. Set the status to Submitted and click Save.

   The Line Items view for the SPA Claim becomes read-only.