Manage Special Pricing Claims

Here you'll learn how to manage special pricing claims.

The Claims page summarizes all the claims from the business units you have access to. The claim number generated is based on the Claim Source setup.

You can drill down to individual claims to resolve them.

1. On the Claims search page, you can use keyword search and smart filters to quickly search for your special pricing claims. Use the program type filter to identify your special price agreement claims. These are typically in Settlement Pending or Settled status because they are generated during batch processing.
2. Use the General tab to view the details of the claim.
3. Use the Settlement tab to view the settlement method and association details.
4. Use the Notes and Attachments tab to upload attachments and add notes, to capture additional information if necessary.
5. Use the Confirmation tab to view the confirmed settlement.

General Tab

The following table displays the details of some of the fields in the General tab:

Field	Details
Status	The status of the claim.
Business Unit	The Business Unit associated with the claim.
Claim Source	The source from which the claim is created. For special price claims, this is Special Pricing Claim.
Owner	The owner (username) of the claim.
Claim Number	The claim number. If left blank, a unique claim number is automatically generated.
Date	The claim date.
Age in Days	The age of the claim.
Claim Amount	The total claim amount.
Contact	The contact for the distributor.
Bill to	The bill-to account, site, customer, and address details.
Ship to	The customer, site, and address details.
Reference	Reference details provided by the distributor. These details include: Customer Reference: This is the Distributor Claim Number from the CSV file. File Name: This is the name of the CSV file. Agreement: This is the name of the Special Price Agreement.
Additional Information	Descriptive flexfields with a global context.
Settlement summary	The summary for the settlement. This details include Claim Type, Claim Reason, Remaining Amount, Submitted Date, Submitted By, Approved Date, Settlement Date, Settled Amount, Accounted Settled Amount, Accounting Date.

Settlement - Promotional Tab

The following table gives the details of some of the fields in the Settlement tab:

Field	Details
Claim Type	The default claim type assigned in the claim source setup. You can update the claim type while resolving the claim, in the open status.
Claim Reason	The standardized claim reason if this customer's trade profile has the customer reason codes mapped.
Comments for Approvers	You can add comments for approvers in this field.
Settlement Method	The settlement method for the special price agreement. It could be Credit Memo - On Account, Check, and Payables Default Payment.
Credit Memo on Account	The details for the settlement method such as Bill To, Account and Site, Address, Contact, Transaction Type, Reason, Override Transaction Date, Accounting Date, and Transaction Salesperson.
Check	Enter the details for the settlement method such as Supplier, Site, Override Transaction Date, and Accounting Date. These fields are enabled only if you selected a Payables related accounting method. This settlement method is applicable only for Manual Claims and Special Pricing Claims.
Payables Default Payment	Enter the details for the settlement method such as Supplier, Site, Override Transaction Date, and Accounting Date. These fields are enabled only if you selected a Payables related accounting method. This settlement method is applicable only for Manual Claims and Special Pricing Claims.
Associated Accruals	This section displays all associated accruals for the claim. Search for programs from the Available programs to associate section, enter amounts to associate, and associate them to the claim.