Create Customer Trade Profiles

You can create customer trade profiles from the Manage Customer Trade Profiles page. This is an optional setup.

1. From the Navigator, click Deductions and Settlement under Order Management.

2. On the Manage Claims page, from the Tasks panel, click Manage Customer Trade Profiles. The Manage Customer Trade Profiles page opens.

3. From the Business Unit drop-down list, select the business unit for which you want to set up the trade profiles. You can see the claim owner assigned at the BU level in the setup Manage Channel Settings here.

   Note: If your role has access to only one business unit, it's displayed by default.

4. Click the Add icon to create a profile for your customer.

5. From the Customer list, select the customer.

6. Select the customer account and site, if required.

7. Select the Enable check box to enable the trade profile.

8. If you're assigning the claims to a default owner, select this owner from the Claim Owner list.

9. To set a deduction threshold, enter the amount in the Deduction Threshold field.

10. Click Save.

11. The Mapping icon becomes active after saving for profiles defined at the customer and account levels. Click this icon to create a mapping between your claim reasons and your customer's reason codes.

    1. On the Mapping page, click the Add icon.

    2. In the Customer Reason field, enter your customer's reason name or code that you want to map to your internal claim reason.

    3. Add a description for this reason in the Reason Description field, if required.

    4. From the Claim Reason list, select the claim reason to which you're mapping your customer's reason.

    5. Click Save.

Note: You can create, view, and update customer trade profiles. You can disable them, but they can't be deleted after saving.