Rebate Claim Zone
You use the Rebate Claim zone to view the details of rebate claims. The Rebate Claim zone opens when you first create a new rebate claim, or when you select a rebate claim on the Rebate Claim Search zone. The Rebate Claim zone displays the following information about the selected rebate claim:
- Basic Information: information about the claim, including:
- Conservation Program
- Status (Pending, Issue Detected, Approval in Progress, Receipt Verification, Complete, or Canceled)
- Rebate Claim number
- Claim Date
- Total Rebate Amount
- Customer Details: details about the customer who submitted the
claim, including:
- Person
- Account
- Premise
- Mailing Address
- Contact Details: contact information for customer who submitted
the claim, including:
- Name
- Phone Number
- Fax Number
- Email Address
- Premise Information: information about the physical premise of
the customer who submitted the claim, including:
- Premise Property Type
- Residential Property Type
- Building Vintage
- Payment Release Authorization Details: details about the person
to whom the rebate payment should be made, including:
- Authorized By
- Authorization Date
- Payee Name
- Phone Number
- Mailing Address
- Issue Details: issues related to the rebate claim, including manually submitted issues as well as those detected through the Verify action.
- Approval Details: details related to users assigned to approve
the rebate claim, including:
- Current Approver
- Reject Details: details related to why a claim was rejected, including:
- Reject Reason
- Date Rejected
- Rejected By
To view a different rebate claim, select the rebate claim from the Select a Rebate Claim drop- down list and click Go.