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Table of Contents

Table of Contents

📽️ Key Functionality

The Channel Management module helps you handle special discounts for a fixed period agreed with a customer.

Transactions for the given period are typically recorded by your customer who sends you a spread sheet with the transactions and the claimed discount at the end of a specified period.

Using Channel Management, you can quickly process the file, verify the claimed amount and pay the agreed discount back to the customer.

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How to Create a Claim

In this tutorial we discuss the Channel Management functionality in Pricefx and how you would go about setting up a claim, using the different claim type templates and finally creating the claim records for sharing with external systems for processing. In Channel Management, you will be presented Claim Types; Claims and Claim Records.

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