Invoice Claims

The claim analyst can create an invoice claim when they receive an invoice document from an account.

The account claims an agreed amount from the brand owner regarding a trade promotion. The level of detail can vary. Some invoices might simply include the amount, and an explanatory note. Other invoices might include detailed information about the activities undertaken by the account, as well as proof of performance information. The claim analyst works with the invoices in different ways, depending on the level of detail provided by the account.

Invoice claims are integrated with Funds Management. An invoice claim makes use of the funds determination and availability check features of Funds Management.

Invoice claims must reference a marketing project. When the claim is validated, approved amounts can be paid to a single payee, or to multiple payees.

The claim analyst can also schedule invoice claims for periodic processing and payout. For more information, see Scheduling of Invoice Claims.

Deduction Claims

Deduction claims allow an account to claim the amount spent implementing a trade promotion. The account does this by not paying the whole amount of an invoice. The deducted amount is detected in SAP ERP and the system creates a dispute case for the amount of the open items. The deduction is represented as a claim submission in SAP CRM. The claim analyst can create one or more deduction claims from the claim submission.

Direct Payments

For more information, see Direct Payments in TPM.

Validation and Target Group Changes

Claim analysts can validate claims for individual accounts in the target group (rather than the entire target group) if the following prerequisites are fulfilled when you assign a trade promotion to a claim:

When the claim analyst assigns 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. This feature checks the customized date range to limit the target group members that you can add to the claim to the ones that were actually active when the trade promotion was running. For more information on the customized date range, see the Customizing documentation for Customer Relationship Management under  Claims Management Validation Define Validation Profile .

Validation and Claims Corrections

If you call up the relevant validation sheet and the Correction checkbox (read-only) under Validation Sheet Details is checked, this means that a claim correction was created.

All the information from the original claim and all the corrected data is included in the validation sheet. If you call the validation sheet of a corrected claim, you can view the information from the original claim. If you correct the data and save it, you can view only the new (corrected) information from this time on.

For more information, see Claim Validation Using the Validation Sheet.