Prerequisites to Work with ClaimBacks
Before you process claimbacks in PeopleSoft Order Management, you must:
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Enable claimback processing in Order Management. You do this on the Order Management Installation Options page.
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Set up default information for claimbacks on the Order Management Business Unit Definition, Claimback Settings page.
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Determine claimback default values, processing options, and user security using the Claimback SetID Options page.
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Set up Order Management business unit groups to assist you in creating claimback contracts.
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Create special customer groups for claimback contracts.
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Create special product groups for claimback contracts.
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Set up feature security for maintaining the claimback Status, Recalculate Claims, and Next Claims Generation Date fields on the claimback contract.