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.