Approve all claims

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • As an OEM claims agent, approve all the claim request raised by the dealer.

    시작하기 전에

    Role required: manufacturing operations admin (sn_mfg_cmn.manufacturing_operations_admin) or claims agent (sn_claim_cmn.claims_agent)

    프로시저

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Sales promotion.
      주:
      To create and navigate to the Review & approve form, see Create a sales promotion claim case.
    2. Select Review & approve from Activities.
    3. Select Check
    4. Add Notes.
      All the claims are approved and Claim Summary activity is displayed.
    5. Select Complete.
    6. View the sales promotion claim summary details by selecting Claim Summary