Manage Claims

You can create claims for trade activity expenses and settle the claims from fund allocations.

You can do the following with claims using the Consumer Goods web application:

• Claim creation

• Claim resolution

Claim Creation

As partner sales manager, partner sales administrator, and partner sales representative roles, you can create a claim.

1. Go to Claims > Create

   Specify the required details such as account and currency

2. Click Save and Continue to save it and continue adding claim items.

   After clicking Save and Continue, you will be navigated to the Claims Summary page where you can view the details and add attachments. You must select the Claims Items subtab to view and create claim items.

   To create claim items:

   1. Navigate to the Claims Summary page and select the Claim Items subtab.

   2. Click Create to create claim items.

   3. Click Save and Close.

A claim can be in the draft, submitted, in progress, resolved, closed or withdrawn status. On creation, the claim is in the draft status. You can delete the claims only in the draft status. When the claim is in the submit status, you can resolve the claim. When the claim amount is equal to the sum of all resolution amounts in the Approved status, the status of the claim changes to Resolved.

Claim Resolution

After a draft claim is submitted, the account manager, channel operations manager, or sales administrator can create resolution records for the claim. You can offer two types of resolutions:

• Funded Payment: Pay the claim amount to the customers from an approved fund allocation. Associate the funded payment resolutions to the approved fund allocations.

• Reject: Reject the claim amount.

To create a claim resolution:

1. Sign in as the account manager and go to an open claim.

   An open claim is in the submitted or in-progress status.

2. Click the resolutions subtab.

3. Click Create and enter values for fields such as amount and resolution type and click Save and Close.

4. On the Resolutions subtab, select the resolution you created and make updates, if any.

   If you select a funded payment as the resolution type, you must select an MDF Request from the drop-down list.

5. Click Submit.

   Funded payment resolution is backed by the MDF Claim object in your sales application using Partner Relationship Management for Channel Partners. The status and approval of funded payment resolution is determined by the status and approval of the underlying MDF claim record.

You must approve a claim resolution to set the claim to resolved. You can create your own approval flow or perform the following steps for an OOTB approval:

1. Sign in as the account manager.

2. Click the Claims and click the claim record to edit.

3. Select the Resolution record from the Resolution subtab and click Actions and Approve to change the status to Approved.

   When the deduction amount is equal to the sum of all resolution amounts in the Approved status, the deduction status changes to resolved.

4. Select Submit and Save.