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Go to Channel Management > Claim Types.
Click Add.
Enter the required values to the columns:
The Name and Label of the new Claim.
Configuration – Possibility to hide buttons using a JSON definition. This definition can be edited later when you select the Claim Type in the list and click Edit.
Validation Logic – The associated validation (computation) logic. The logic compares the data from the Excel with the actual Quotes.
Sheet Name – The name of the sheet in the Excel file, from which data should be read.
Validation State Element Name – The name of the element in the pricing logic that defines the names/values of the 'true' and 'false' validation states as returned by the logic for a particular item (e.g., 'auto rejected' and 'auto validated'). If not filled in, 'validationState' is entered automatically.
Allocation Formula – The associated allocation logic defining the Allocation Grid.
Select the new Claim Type and click the Edit button to display the mapping grid. It maps the columns of the uploaded Excel file to Claim attributes – enter the names of columns containing the Sku, customer ID, quantity, the total claimed amount and other columns. You can also specify the data format type for each column.
The attribute value is either calculated by the logic (the element's Name and the column name in the spreadsheet must match) or is taken from the spreadsheet. You can make any of the attributes editable by users by enabling or disabling the Can Edit option.
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