Submitting an SPA Claim

An SPA claim is a request by a distributor to reimburse a lost margin. When 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 Siebel Partner Portal. You can also import the claim data from external systems into Siebel PRM by using Siebel EAI. For more information about Siebel EAI, see Integration Platform Technologies: Siebel Enterprise Application Integration.

Point-Of-Sale Reports and SPA Reports

SPA claims are submitted by the distributor as line items in an SPA report. Point-of-sale (POS) reports 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 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 representatives

SPA reports are used to substantiate SPA claim line items. After distributors submit claims for lost margins 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 on SPA claims, see the following.and Validating an SPA Claim.

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

This task is a step in Process of Managing SPA Quotes and Claims.

To create an SPA claim through Siebel Partner Portal

1. In Siebel 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: You can see some of the following fields only after you save and drill down on the record.

   Field	Description
   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 or 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 amount of the credit to the distributor.
   Currency Code	Currency for the overall Claim/POS report, if not specified at the line item.
   Exchange Date	Currency conversion date. Used to identify the 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	Description
   SPA Entitlement #	Pick list of approved and active SPA entitlements for the distributor.
   Branch Office	Distributor’s branch office.
   End Customer	The OEM account related to the SPA claim.
   End Customer Address	Address for the OEM account (end customer).
   Resale Customer/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.
   Product	Manufacturer’s product sold.
   GTIN#	Global product identifier. A unique reference number for the manufacturer’s product.
   Shipped Quantity	Quantity shipped by the distributor to the end customer.
   Ship Date	Distributor’s ship date to the end customer.
   Design Registration #	ID of the design registration under which this transaction was executed.
   Transaction Status	Status of the individual line item.
   Deviation	The difference between the amount submitted by the distributor on the claim and the amount originally agreed upon in the agreement. Sometimes the authorized price or purchase cost submitted on the claim differs from the values specified on the agreement, which generates a deviation.

To submit an SPA claim report

Use the following procedure to submit an SPA Claim report.

1. In Siebel 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.