Loading
Set Up Trade Promotion Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Claim

            You are here:

            1. Salesforce Help
            2. Docs
            3. Set up and Maintain Trade Promotion Management

            Create a Claim

            Based on the Claim Adjustment Process Type in the claim template, claims are either created manually in TPM or imported from a third-party system. Typically, manual claims are credit memos or check requests and interfaced claims are deductions.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To create a claim: CGCloud Finance Admin, CGCloud KAM, TPM Claim User, or TPM Claim Manager
            1. From the App Launcher, find and select Claims.
            2. Click New.
            3. Select an active claim template, and then click Select.
            4. Select the date when the cost was incurred.
            5. Select the anchor customer of the claim.
              Make sure that you select customers from the same sales organization as the claim template.
            6. Enter a unique numerical identifier for the claim anchor account.
            7. If the claim anchor is at store-level, select the planning-level account.
              If you don’t select a planning-level account, the planning-level account is the same as the claim anchor account. When claims are imported, the value of this field is used as the planning anchor for the imported claims.
            8. Enter a unique numerical identifier for the planning anchor account.
            9. Select the vendor for the anchor customer.
            10. Enter a unique numerical identifier for the vendor account.
            11. Enter a claim amount.
              You can enter a positive or negative value. If you enter the value as negative, the claim is a negative claim. After the claim is saved, you can’t change the value from positive to negative or vice versa.
            12. To reject any amount from the claim, enter the rejected amount.
            13. Save your changes.
             
            Loading
            Salesforce Help | Article