Create a sales promotion claim case

  • Release version: Yokohama
  • Updated July 31, 2025
  • 1 minute to read

    • To be updated.

    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