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.