Pay Related and Unrelated Customers

In this topic, you'll learn about how you can pay related or unrelated customers.

You can select a related customer as a payee when you settle a deduction or a manual claim with a credit memo. Customers are related on the basis of Bill-to customer relationships specified in Accounts Receivable. The relationship is configured in AR and based on the applicable set for the claim business unit, values are rendered in Channel Revenue Management. Additionally, for manual claims, you can select an unrelated customer as the payee.

Pay Related Customer

You may want to settle claims or deductions for accounts that are related to your customer and issue a credit memo to them.

• When you select Credit Memo On Account as the settlement method, you can select a related customer account for both promotional and non-promotional claims.
• If you select a related customer account, then the receivable credit memo is created for the related customer and the related customer is used as the bill-to for the credit memo.
• The Bill-to field lists all the accounts related to the claim or deduction bill-to customer based on the claim business unit and the applicable AR Reference Data that's configured.
• The confirmation tab displays the credit memo customer details based on your selection. If you selected a related customer, then these details are displayed. If you didn't select a related customer, then this tab displays the claim or deduction customer.

Pay Unrelated Customer

Sometimes you may also want to settle claims or deductions for accounts that are unrelated to your customer and issue a credit memo to them. The ability to pay unrelated customers is available from manual claims, not from deduction claims.

• For manual claims, select the Pay Unrelated Customer switch that enables you to select and pay an unrelated customer.
  • By default, the Pay Unrelated Customer switch is deselected. When you use the Credit Memo on Account settlement method and this switch is deselected, then the claim Bill-to is automatically defaulted to the Bill-to section of the Credit Memo region.
  • When you select the Pay Unrelated Customer switch, the existing Bill-to values are retained, and you can select any Bill-to under the business unit.
• Select the related Bill-to from the list of values and save it.
• Select the claim Bill-to customer to revert the Credit Memo Bill-to back to the claim Bill-to customer.