Sales promotion claim review and approval use case

Use case scenarios demonstrate when and how to use the sales promotion application to review and approve the claims. It provides practical examples of common sales promotion management situations.

Use case: Sales Promotion claim review and approval

Scenario

Angela Bolt, a claims agent at Alectri, must review and approve pending sales promotion claims submitted by dealers. Claims agents managing multiple claims face several challenges:

• Limited visibility into claims across different states
• Manual entry errors delay approval processing
• Lack of structured validation guidance leads to inconsistencies
• Incomplete verification creates compliance risks
• Approved amounts must be manually transferred to financial systems for reimbursement

Solution

Angela uses the Manufacturing Commercial Operations (MCO) workspace to review and approve sales promotion claims efficiently:

1. Views consolidated claim list of 23 active claims with visibility into pending, approved, and rejected submissions
2. Opens a pending claim and reviews the claimed amount and associated incentives
3. Reviews auto-populated approval amount matching the dealer-submitted claim with incentive details, attachments, and metadata
4. Completes validation checklist verifying required items such as SSN for senior citizen promotion and proof of ownership for trade-in promotion using centralized dealer attachments
5. Receives warning when attempting to approve before completing all checklist items
6. Adds comments and approves the claim that locks all fields as read only

MCO automatically creates an expense line item with promotion data for downstream financial tracking and displays real-time claim status to the dealer.

Benefits

• Improved visibility: Consolidated view of all active claims by status
• Reduced errors: Auto-populated approval amounts minimize manual entry mistakes
• Consistent validation: A structured checklist ensures that required items are verified
• Compliance assurance: Warnings prevent approvals with incomplete verification
• Dealer transparency: Real-time status updates eliminate follow-up inquiries
• Streamlined financial: Automatic expense line creation supports reimbursement processing
• Faster approvals: Centralized attachments and auto-population reduce review time

Outcome

Angela successfully reviews and approves the sales promotion claim after completing all validation checklist items. The automated expense line creation and real-time status visibility streamline the end-to-end claims process, reducing turnaround time and improving transparency for both claims agents and dealers.