Create a sales promotion claim case

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

    • Create a sales promotion claim case.

    시작하기 전에

    Role required: manufacturing operations admin (sn_mfg_cmn.manufacturing_operations_admin) or dealer sales agent (sn_dealer_mgmt.dealer_sales_agent)

    프로시저

    1. Navigate to All > Sales Promotion Claim Management > All.
    2. Select New.
    3. On the form, fill in the fields.
      표 1. Sales details form
      Fields Description
      Asset Asset for the claim.
      Requested by Logged in user or member of the logged in user's service organization.
      Consumer Consumer tagged to install base.
      Dealer Business location.
      Sales price Sale price of the product sold. Select the required currency from the list
    4. Select Continue.
    5. On the form, fill in the fields.
      표 2. Incentive details form
      Fields Description
      Select incentives Select the applicable promotion, fill claimed amount, and the other required fields.
    6. Select Continue.
    7. Process the claim in one of the following ways.
      ActivityDescription
      Claim in review The claim is successfully submitted for review.
      Review and approve Review the claim and approve. Enter the amount that you want to approve.
      Claim summary View the summary of the sales promotion claims.