Create a sales promotion claim case

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create a sales promotion claim case to claim the reimbursement or discount.

    Before you begin

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

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Sales Promotion Management > My Promotions > All Claims.
    2. Select New.
    3. On the form, fill in the fields.
      Table 1. Sales promotion claim case form
      Field 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.
      Sale price Sale price of the product sold. Select the required currency from the list