Create a sales promotion claim using playbook

To be done.

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.

   The guided Sales promotion claim case playbook displays.

2. Sales details
   1. Enter the sales details.
      On the form, fill in the fields.

      Fields	Description
      Asset	Asset for the claim.
      Requested by	Logged in user or member of the logged in user's service organization.
      Consumer	Consumer is associated with the install base.
      Dealer	Business location.
      Sales price	Sale price of the product sold. Select the required currency from the list

   2. Select Continue.
3. Incentive details
   1. Select Select incentives.

      The list of incentive types are displayed.

   2. Select the incentive type applicable for your claim case.
   3. Enter the incentive details.
      On the form, fill in the fields.

      Fields	Description
      Claimed amount	Enter the incentive claim amount.
      Trade in make	Brand of the vehicle.
      Trade in year	Year of manufacture.
      Trade in serial number	Serial number of the vehicle.
      Trade in model	Model of the vehicle.
      Trade in trim	Variant of the vehicle.

   4. Select Add file, to attached the document.
   5. Total claimed amount is auto calculated based on the claimed amount.
   6. Select Submit.
4. Claim review
   1. Enter Comment.
   2. Select Complete review.

   Activity	Description
   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.

   Claim is reviewed and approved.