Partially approve a claims

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Partially approve a sales promotion claim by updating the approved amount, which is less than the claimed amount.

    Antes de Iniciar

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

    Procedimento

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Sales promotion.
      Nota:
      To learn how to create and navigate to the Review & approve form, see Create a sales promotion claim case.
    2. Select Review & approve from Activities.
    3. Set the Claim amount to the number that you want to approve.
    4. Add Notes.
    5. Select Complete.
      The sales promotion claim is partially approved.
    6. View the sales promotion summary details by selecting Claim Summary.