Settle a Customer Claim in Accounts Payable

Settle promotional and nonpromotional manual claims with an Fusion Payables Check or the AP Default Payment method. The application defaults the supplier and supplier site from the Customer Trade Profile, and you can override these during claim settlement. When the claim is settled through the AP Default Payment method, Fusion Payable defaults the payment method based on the supplier preference. If you partially settle a manual claim in Accounts Payable, then the application creates a split claim.

Settle by Check in Payables

Confirmation of Settlement by Check

Business Benefits:

• Supports settlement of claims from external systems in Fusion Payables.
• Reduces the cost of ownership by centralizing the resolution of claims, including the orchestration of settlement in Fusion Payables.

Here's the demo of these capabilities:

YouTube direct link

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Order Management

If you haven't implemented Customer Claims in Redwood, then refer to the Roadmap for Setting Up Deductions and Settlement chapter in the implementation guide, Implementing Channel Revenue Management.  If you haven't implemented Fusion Payables, then do so.

If you have already implemented Customer Claims in Redwood and Fusion Payables, then you must:

1. Navigate to the Setup and Maintenance work area, go to the Manage Claim Sources in the Channel Revenue Management functional area.
   1. Search for the claim source, manual claim, and enable Check and AP Default Payment as settlement methods.

2. Configure sub ledger accounting rules.

3. Configure BPM claim approvals for Check and AP Default Payment if necessary.

4. In the Customer Trade Profile, link the customer or customer account to its matching supplier and supplier site to indicate where the application must process the AP payment.

5. Configure the Default Payment method in Fusion Payables for a supplier and supplier site if necessary.

Link customer to supplier and site for Payables integration

Tips And Considerations

• Check and AP Default Payment are supported for manual claims only.
• Supplier and Supplier Site details are mandatory for the Check and Default Payment methods.

Key Resources

• Watch the Settle a Customer Claim in Accounts Payable demo.

• Watch Manage Deduction Claims Using Redwood Pages.

• Watch Introduction to Customer Channel Management.

• For more information on Channel Revenue Management, refer to the Oracle Cloud Readiness content for Order Management.

• For more information on the Channel Revenue Management Integration with Receivables, refer to the Oracle Cloud Readiness content for Financials.

• Oracle SCM Cloud: Using Oracle Channel Revenue Management Cloud, available on the Oracle Help Center.

• Oracle SCM Cloud: Implementing Oracle Channel Revenue Management Cloud, available on the Oracle Help Center.

• Oracle SCM Cloud: REST API for Oracle SCM Cloud, available on the Oracle Help Center.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Customer Claims (CJM_MANAGE_CUSTOMER_CLAIMS_PRIV)
• Settle Customer Claims (CJM_SETTLE_CUSTOMER_CLAIMS_PRIV)

These privileges were available prior to this update.