Evaluating and Closing Claims

After a claim is created or imported from a third-party system, evaluate the claim to check whether the claim is valid. Make sure that you reject any non-promotional cost that’s added to the claim. Sometimes, when you import a claim, tactics aren’t linked, so make sure to link tactics to claims. The system detects funds based on the assigned tactics. You can adjust the cost for each claim tactic product, and finally submit the claim for approval. The tactic claim amount is considered as paid only when the claim is approved.

• Add a Tactic to a Claim
  To create a claim tactic record, add a tactic to a claim.
• Edit Tactic Payouts
  After you receive the invoices from the retailers, it’s possible that the tactic payout that you initially calculated is different from the actual amount. Edit the tactic payouts to make sure that every tactic has the correct payout amount.
• Submit Claims for Approval
  If you’re the owner of a claim record, you can submit the record for approval.