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Submit Rebate Claims
Customers and partners can input rebate claims either directly or from the Experience Cloud site. These documents can be validated against standard business rules, and partners and customers can edit and resubmit the claims if there are any errors.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Rebate Management enabled. |
| User Permissions Needed | |
|---|---|
| To submit claims | Rebate Management User permission set and Rebate Management for Experience Cloud Users permission set |
- From the App Launcher, find and select Rebate Claims.
- Click New.
-
Provide values for the following fields and then save your work.
Field Description Claim Number The reference number of the claim. Claim Date The date of submission of the claim. Claimed By Account Number The reference number of the account that’s submitting the claim. Claimed By Account The account of the customer or partner who’s submitting the claim. Product Code The reference number of the product. Product The product for which the claim is submitted. Quantity The quantity of the product for which the claim is submitted. Claim Amount The total amount for which the rebate is being claimed. Program Reference Number The reference number of the rebate program that's related to the claim. Reference Price Per Unit The price that’s agreed-upon with the claimant for a unit of the product. Description The description of the claim. Participating Account Number The account related to the claim. When the claim is submitted by the channel partner, specify the account of the customer. When the claim is submitted by the customer, specify the account of the channel partner. Participating Account The account that’s related to the claim as an end customer or a partner. Sale Price Per Unit The price at which a unit of the product was sold. Resale Price Per Unit The price at which a unit of the product was bought by the customer. Processing Status The processing status of the rebate claim. Processing Status Message The message with the details of the rebate claim’s processing status when it isn’t completed.
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