Overview of Supplier Claims in Redwood

Claims processing is used to initiate the relief of existing accruals.

After the shipment of the channel program related inventory, the accrual is earned and may be claimed by the distributor. Use Channel claims to manage the processing and settlement of these claims.

Note:

Claim analysts are assigned to business units. The Supplier Channel Manager role enables you, as a claims analyst, to manage any claim in an assigned business unit.

The Manage Claims page summarizes all the claims from the business units for which you have access.

1. From the Navigator, click Supplier Channel Management under Order Management or Procurement.
2. On the Manage Supplier Programs page, from the Tasks panel, click New Supplier Channel Management. Alternatively, select Order Management and then select Quick Actions. Select Supplier Channel Management and then select Supplier Claims (New).

   On the Manage Claims page, you can search for claims directly, or with multiple parameters using filters. You can create saved searches and select one of them as your default search option. Keyword and search filters both apply while performing a search. On the Claims search page, you can use keyword search and smart filters to quickly search for your claims. Keyword search supports additional searchable attributes. The application shows you automatic search suggestions based on your recent search history. You can refine your search results by adding more than one keyword, which enables you to search. Smart filter-enabled pages include a single search field at the top of the page with filters that display as suggestion chips. The smart filters may include the count showing the number of applicable results for the suggested chip. You can create saved searches and select one of them as your default search option. You can select claims and use Generate Claim Extract to view details of the claims you selected. Use Export to export the filtered claims to a spreadsheet.

   • If the number of rows is less than or equal to 500, the spreadsheet is available immediately, and is directly downloaded by your browser.
   • If the number of rows is greater than 500, the spreadsheet is generated in the background and becomes available in the Notifications area of the application.
3. Click the claim number to navigate to the page containing all the details pertaining to that claim. Supplier claims are generated and not manually compiled. While reviewing an open claim you can:
   • Remove an accrual, and
   • Optionally have the application generate the reversal adjustment
   • Cancel a claim
   • Submit a claim