Rebate Claim Actions

You can perform a number of actions on a rebate claim, including:

  • Edit: Used to edit the details of the rebate claim.
  • Verify: Used to verify the supplied details of the rebate claim, and change its status to either Approval in Progress (if the claim passes the verification) or Issue Detected (if any issues are detected). This helps ensure the rebate claim has been properly set up.
  • Approve: Used to approve a submitted rebate claim, and change its status to Complete or Receipt Verification (if receipts had not been previously verified).
  • Reject: Used to reject a submitted rebate claim, and change its status to Complete.
  • Issue Detected: Used to note an issue related to the rebate claim, and change its status to Issue Detected.
  • Cancel: Cancels a rebate claim, changing its status to Canceled.

The actions available are based on the current status of the rebate claim. The table below summarizes the actions available at each status.

Status

Valid Action

Pending

Edit, Verify, Issue Detected, Cancel

Issue Detected

Edit, Verify, Cancel

Approval in Progress

Approve, Reject, Issue Detected

Receipt Verification

Issue Detected

Completed

None

Rejected

Issue Detected

Canceled

None