Manage Claim Types

Here you'll understand how to manage customer claim types.

Channel Revenue Management has configurable claim types. The administration of claim types is partitioned by reference sets. You can use claim types to analyze claims and identify possible business process improvements.

1. In the Setup and Maintenance work area, go to:
   • Offering: Order Management/Procurement
   • Functional Area: Channel Revenue Management
   • Task: Manage Channel Claim Types
2. On the Manage Claim Types page, you can create and update your claim types.
3. Click the Add icon to create a new claim type. Enter a code for your claim type in the Claim Type Code field. This code:
   • Acts as a unique identifier for the claim type.
   • Is required to synchronize the setup data across multiple environments.
   • Is not available to users in the transactional pages.
4. From the Set Name list, select the set for which you want to create the claim type.
5. Select the Sell Side check box to select the channel flow for which you want the claim type enabled. You can't update this once saved.
6. Enter the name of your claim type in the Claim Type field.
7. Enter values for the remaining fields, if required.
   • Description: Add a description for your claim type.
   • From Date and To Date: Add a date range during which your claim type is valid.
8. Select the following value to map your claim type with a transaction type in Receivables.
   • Mapped Transaction Type for Credit Memo: Select Credit Memo.
   • Mapped Transaction Type for Invoice: Select Invoice.
   • Mapped Transaction Type for Chargeback: Select Chargeback-NES
9. Select the desired receivables activity to map your claim type and business unit for a receipt write off and a write-off adjustment settlement transaction in AR.
10. Click Save.