Oracle CRM On Demand for Partner Relationship Management Configuration Guide > Managing Partner Relationships >

Example Process of Managing Special Pricing Claims

This topic provides one example of a process for managing special pricing claims. Your company may follow a different process according to its business requirements.

To manage special pricing claims, channel managers and partner users perform the following tasks:

1. Submitting Special Pricing Claims (Partner Users)
2. Approving or Rejecting Special Pricing Claims (Channel Managers)

Submitting Special Pricing Claims (Partner Users)

This task is a step in Example Process of Managing Special Pricing Claims.

Complete the steps in the following procedure to submit a special pricing request claim.

To submit a special pricing request claim

1. Navigate to the SP Request page, and click the Edit link for the special pricing request for which you want to submit a claim.
2. Enter a value in the Total Claim Amount Requested field to indicate the amount of money you are requesting.
3. Set the value in the Claim Status field to Claim Submitted.
4. Save the record.

Approving or Rejecting Special Pricing Claims (Channel Managers)

This task is a step in Example Process of Managing Special Pricing Claims.

Complete the steps in the following procedure to approve or reject a special pricing request claim.

To approve or reject a special pricing request claim

1. Navigate to the special pricing request list named, Special Pricing Requests Pending My Approval.
2. Review the submitted claim with the claim status of Claim Submitted.
3. Determine what amount, if any, to approve for the special pricing request claim, and edit it as follows:
   • If the special pricing request is approved, then do the following:
   1. Enter the approved amount in the Total Claim Amount Approved field.
   2. Enter the date of the decision in the Claim Decision Date field.
   3. Set the Claim Status field to Claim Approved.
   • If the special pricing request is not approved, then set the Claim Status field to Claim Denied.
4. Save the record.

   After the special pricing request claim is approved, the fund management process continues. For more information, see Oracle CRM On Demand Online Help.