Claims Management in Trade Promotion Management
You can use this function to create, validate, and settle claims within the trade promotion management (TPM) business scenario.
Note
Users in this scenario are claim analysts who are typically assigned to one of the following business roles:
Trade Promotion Professional
Trade Claims Professional
Trade Finance Professional
Integration
For all claims you can use funds management to determine which funds are used for your trade promotion activities. You can also use claim settlements to make payments for claims against specific funds. For more information, see Funds Integration.
Features
The following features are part of claims management within the TPM business scenario:
Creating claims
For the TPM business scenario, you can use the following claim types:
Invoice claim
You can create an invoice claim when you receive an invoice document from an account requesting reimbursement for the amount spent implementing a trade promotion. For more information, see Processing Invoice Claims.
You can also schedule invoice claims for periodic processing and payout. For more information, see Scheduling of Invoice Claims.
Deduction claim
You can use deduction claims when an account pays an invoice less the amount spent implementing a trade promotion. You can use claim submissions to create deduction claims. For more information, see Claim Submission.
You can create one or more deduction claims from the claim submission. For more information, see Processing Deduction Claims.
Direct payment
You can use direct payments to reimburse third-party dealers for small amounts. However, direct payments are related to funds, not to a specific trade promotion. For more information, see Direct Payments in TPM.
Creating prepayments and carried-over prepayments
You can use prepayments to pay accounts for future trade promotions.
However, carried-over prepayments are not paid out to the account. They are used to convert an invalid deduction, made by the account, into a prepayment. For more information, see Carried-Over Prepayments.
Validating claims using target groups
You can validate claims for individual accounts in a target group if the following prerequisites are fulfilled when you assign a trade promotion to a claim:
The trade promotion has a target group as its planning account
The trade promotion has a validation profile that supports the multiple-account scenario
When you assign a trade promotion to a claim the system checks which members of the target group were in the target group at the time of the promotion. Using the date range, the system ensures that you can only add target group members that were active during trade promotion to the claim.
For more information about the date range, see Customizing for
Customer Relationship Management
under
Claims Management
Validation
Define Validation Profile
.Validating claims using validation sheets
For both invoice claims and deduction claims, you can use a validation sheet to compare the planned values and the actual values for a promotion. This helps you to determine the amount to pay the account for the promotional activities. For more information, see Claim Validation Using the Validation Sheet.
Correcting claims
You can correct claims that are created, approved, and even settled. For more information, see Cancel and Correct Claims.
Creating chargebacks
You can use chargebacks if an account deducts too much from their payment of an invoice for promotional activities. You use the chargeback to get the additional money owing. For more information, see Chargebacks.
Settling claims
You can use claim settlements to make payments for claims against funds. For more information, see Claim Settlements.