Approve all claims

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • As an OEM claims agent, approve all the claim request raised by the dealer.

    Avant de commencer

    Role required: manufacturing operations admin (sn_mfg_cmn.manufacturing_operations_admin) or claims agent (sn_claim_cmn.claims_agent)

    Procédure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Sales promotion.
      Remarque :
      To create and navigate to the Review & approve form, see Create a sales promotion claim case.
    2. Select Review & approve from Activities.
    3. Select Check
    4. Add Notes.
      All the claims are approved and Claim Summary activity is displayed.
    5. Select Complete.
    6. View the sales promotion claim summary details by selecting Claim Summary