Resolve Nonpromotional Claims
Here you'll learn how to resolve nonpromotional claims.
Claim Source | Settlement Method | Apply Open Transactions | Settlement |
---|---|---|---|
Deduction |
Credit Memo - On Account (Nonpromotional)
Manual Write-off |
Open credit memos Open overpayments |
Receivables Transactions:
Applies receivables transaction to AR Receipt. Split remaining amount to child claims if above the write-off threshold. |
Overpayment |
Invoice
Driven by invoice setup: Claim type mapped to Receivables invoice transaction type. |
Open deductions |
Receivables Transactions:
Applies receivables transaction to Receivables receipt. Split remaining amount to child claims. |
Invoice Deduction |
Credit Memo - On Invoice (Nonpromotional)
Credit Memo - On Account (Nonpromotional)
Chargeback Manual Write-off Auto Write-off |
Open credit memos Open overpayments |
Receivables Transactions:
Applies receivables transaction to Receivables Receipt. Split remaining amount to child claims. Use the chargeback settlement method to close the original invoice that has been partially paid, and create a chargeback for the remaining amount. This settlement method is used to settle invalid invoice deductions. Chargebacks can't be combined with other settlement methods. |
Invoice Overpayment |
Invoice
|
Open Deductions |
Integrated with Receivables for tax calculation for invoices. Applies receivables transaction to Receivables Receipt. Split remaining amount to child claims. |
Manual Claim |
Credit Memo - On Account (Nonpromotional)
Custom Settlement Method Check
Payables Default Payment
|
N/A |
Integrated with Receivables for tax calculation for credit memos. Any remaining unsettled amount which is below the set threshold is auto written off. Split remaining amount to child claims. Integrated with Payables for tax calculation for Check and Payables Default Payment settlement methods. Split remaining amount to child claims. |
You can search for and review open claims, and decide on the appropriate resolution prior to approval.
- From the Navigator, click Deductions and Settlement or Customer Channel Management under Order Management.
- On the Claims page, search and select the open claim that you want to resolve.
Deductions
Multiple settlement methods can be used to resolve a deduction:
Settlement Method |
Steps |
---|---|
Credit Memo - On Account |
If the amount selected for the credit memo is less than the deduction amount:
|
Open Credit Memo |
If the amount selected is less than the deduction amount:
|
Open Overpayment |
In the Apply Others section:
If the amount selected is less than the deduction amount:
If the overpayment amount used in the deduction for settlement is less than the total value of the overpayment:
|
Invoice Deductions
Multiple settlement methods can be used to resolve an invoice deduction.
Settlement Method |
Steps |
---|---|
Credit Memo - On Account |
If the amount selected for the credit memo is less than the deduction amount, a new child deduction is created for the latest invoice dispute amount after the Settle Customer Claims process completes. |
Credit Memo - On Invoice |
If the amount selected for the credit memo is less than the deduction amount, a new child deduction is created for the latest invoice dispute amount after the Settle Customer Claims process completes. |
Chargeback | Select Chargeback as the
Settlement Method. By default, the transaction type and reason displays values based on the configuration in the claim type and claim reason settings. You can change these values as required. Click Submit to initiate the chargeback. Note: You can't combine chargebacks with any other
settlement method. Chargebacks apply to the entire claim
amount. |
Open Credit Memo |
If the amount selected is less than the deduction amount, a new child deduction is created after the Settle Customer Claims process completes, with the remaining amount. |
Open Overpayment |
If the amount selected is less than the deduction amount, a new child deduction is created after the Settle Customer Claims process completes, with the remaining amount. If the overpayment amount used in the deduction for settlement is less than the total value of the overpayment:
|
Overpayments and Invoice Overpayments
An overpayment can be either invoice related, or non-invoice related. Multiple settlement methods can be used to resolve an overpayment claim:
Settlement Method |
Steps |
---|---|
Invoice |
If the amount selected for the invoice is less than the total overpayment amount:
|
Open Deduction |
If the amount selected is less than the overpayment amount:
If the deduction amount used for settlement is less than the total value of the deduction,
|
Manual Claims
Settlement Method |
Steps |
---|---|
Credit Memo - On Account |
If the amount selected for the credit memo is less than the claim amount, a new child claim is created for the remaining amount after the Settle Customer Claims process completes. |
Custom Settlement Method |
|
Check |
|
Payables Default Payment |
|
Multiple Settlement Methods
You can settle individual deduction and overpayment claims using multiple settlement methods.