Overview of Customer Claims
Here you can learn about and complete the setup steps that you must perform before you can start processing claims.
Deduction claims are derived from Receivables and you can create manual claims.
You must complete the following setups:
- Claim Types
- Claim Reasons
- Claim Sources and Settlement Methods
The claim source represents how and where the claim was created. The settlement methods represent type of Receivables transactions that are supported for a specific claim source. A claim can be settled with multiple settlement methods.
The following table displays the Receivables action that creates a specific claim source and all the supported settlement methods for each claim source. Configure the settlement methods for each claim source as needed.
Receivables Action | Claim Source | Select 1 Primary Settlement Method | Apply 1 or More Settlement Methods | Settlement in Receivables |
---|---|---|---|---|
Create Claim Investigation | Deduction |
|
|
|
Create Claim Investigation | Overpayment | Invoice | Open Deductions | |
Create Channel Revenue Claim | Invoice Deduction |
|
|
|
Create Channel Revenue Claim | Invoice Overpayment | Invoice | Open Deductions | |
Not Applicable | Manual Claim |
|
None |
In addition to the predefined settlement methods, you can also define custom settlement methods for your manual claims. You can use this for both promotional and nonpromotional claims.