Create a sales promotion claim case

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	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

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.

   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.

Result

Sales promotion claim case is created.

Related topics

• Use the Activity Stream