Resolve Promotional Claims

Here you'll learn how to resolve promotional claims.

After research, if you identify a claim or deduction as promotional, then you can associate one more program accruals to the claim. Hence, you settle the claim to pay the accruals that are created from these programs.

• On the Settlement tab, select Promotional as the type.
• The Available programs to associate section automatically displays all the programs for the claim customer that are applicable for the associated business unit.
• You can search for specific accruals by year in the Results by Program section.
• In the Filters section, you can search for specific accruals by:
  • Show active programs
  • Exclude zero balances
  • Program
  • Program Type
  • Item
  • Invoice
  • Accruals Before
  • Relationship
  • Related customer
  • Group By
• The eligible settlement method for promotional customer claim is Credit Memo - On Account.

Claim Source	Settlement Method
Deduction	Credit Memo - On Account
Invoice Deduction	Credit Memo - On Account
Manual Claim	Credit Memo - On Account