Create a sales promotion claim case

  • Release version: Yokohama
  • Updated July 31, 2025
  • 1 minute to read

    • Create a sales promotion claim case.

    Before you begin

    Role required: manufacturing operations admin (sn_mfg_cmn.manufacturing_operations_admin) or dealer sales agent (sn_dealer_mgmt.dealer_sales_agent)

    Procedure

    1. Navigate to All > Sales Promotion Claim Management > All.
    2. Select New.
    3. On the form, fill in the fields.
      Table 1. Sales details form
      Fields Description
      Asset
      Requested by
      Consumer
      Dealer
      Sales price
    4. Select Continue.
    5. On the form, fill in the fields.
      Table 2. Incentive details form
      Fields Description
      Select incentives Select the applicable promotion, fill claimed amount, and the other required fields.
    6. Select Continue.
    7. Process the claim in one of the following ways.
      ActivityDescription
      Claim in review The claim is successfully submitted for review.
      Review and approve Review the claim and approve. Enter the amount that you want to approve.
      Claim summary View the summary of the sales promotion claims.