Aim of this article	Explains how to create a claim. When you receive the transactional data from your customer, you can upload it to Channel Management and run the validation.
Related sections	Claims (Reference Manual)

Prerequisites

Before you start creating Claims, make sure you have the components ready:

Customer master
Validation logic
Claim Types
Typically, also approval workflow
Transactional data from the customer in an Excel file (or coming from an integrated 3rd-party application)

Steps

Go to Channel Management > Ship and Debit Claims and click the Add icon.
Enter the Label of the new claim and click the View/edit details icon.
In the Header, select a Claim Type, Effective Date and Customer.
Select the data source:
- Excel file – In the File name field, upload an Excel file with the transactional data from the customer. While loading, the validation takes place.
- Quote or Agreements/Promotions – In the Source Quote (or Source Agreements/Promotions) field, you can select a Quote (Agreement/Promotion) that will serve as the source of data. This must be 1567654132 by administrator.
Refresh to see the claim items.
Some items will be auto-approved, some auto rejected depending on the pricing logic configuration. You can override these auto-decisions (except for critical alerts).
In the Status column, click on the red or yellow point to see why the logic decided to reject that item.
If required, you can edit values in the columns (it must be enabled by administrator). The whole row is recalculated after you make a change.
When finished, submit the Claim for approval.
Once approved, a Claim Record is created, which can be sent to a third-party system, e.g., SAP.