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Set Up Trade Promotion Management
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          Combine Claims

          Combine Claims

          To help resolvers, such as account managers, resolve claims at one go, combine claims.

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

          User Permissions Needed
          To combine claims: CGCloud KAM
          1. From the App Launcher, find and select Claims.
          2. Select the claims that you want to combine, and then click Combine.
            Make sure that all selected claim records have the same planning anchor and claim template. The claim status must be Open and the family status must be Orphan. Also, the claims must not have any tactics and the rejected amount must be 0.
          3. Click Combine.
            The system redirects you to the claim details page of the new parent claim, which shows the linked claims in the Child Claims related list.
           
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