Rebate Claim Query Portal
You use the Rebate Claim Query Portal to search for rebate claims. Use the following procedure to search for rebate claims:
• Select Menu > Customer Information > Rebate Claim > Search to open the Rebate Claim Query portal.
• Enter search criteria in the Rebate Claim Search zone and click Refresh. You can search by:
◦ Customer Name
◦ Account ID
◦ Conservation Program
◦ Start and End Dates
• A list of rebate claims matching the search criteria appears, displaying the following for each:
◦ Claim Date
◦ Rebate Claim (Status, Claim Date, Conservation Program, and Total Amount)
◦ Account (Name, Customer Class, Current Balance, and Account ID)
◦ Total Rebate Amount
• To view a rebate claim, click the Rebate Claim link. The selected rebate claim opens in the Rebate Claim portal.