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Set Up Trade Promotion Management
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            Creating Claims

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            3. Set up and Maintain Trade Promotion Management

            Creating Claims

            Create claims using claim templates, which represent the claim type.

            • Create a Claim Template
              Claim templates are the blueprints to create claims.
            • 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.
             
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            Salesforce Help | Article