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Set Up Trade Promotion Management
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            Link Claims

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

            Link Claims

            To simplify resolving claims, link the claims that have the same planning anchor as a valid parent claim. When claims are linked, the child claim records are locked, the claim's family status changes to Adopted, and the calculations are always done at the parent level. And the child claim record appears in the parent claim's Child Claims related list.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To link claims: CGCloud KAM
            1. From the App Launcher, find and select Claims.
            2. Select an open claim that doesn’t have any linked tactics and the rejected amount is 0.
            3. Enter the reference ID of the parent claim.
              The claim status of the parent claim must be Open. The planning anchor and claim template of the parent claim must be the same as those of the claim.
            4. Save your changes.
              The family status of the record changes to Adopted.
             
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