Claims

Claims, also known as chargebacks, bill backs or ship and debit, involve a process whereby a manufacturer approves of a special price agreement with a distributor. Those pricing agreements only happen after a sale has been made and an invoice has been issued reflecting the original price of products. However, a distributor may negotiate its own special prices with retail customers after items have been bought.

The following options are available below the items table or in the Claim details screen:

• Refresh – Reloads the Claim items.
• Download – Uses the Pricefx XLS template to download the Claim data, i.e., the file will not look identical as the uploaded Excel.
• Recalculate – Runs the validation logic on all items. It does not read the data from the uploaded Excel file again but works with the (potentially edited) data in the table.
• Cancel calculation – The first click stops the calculation but the status remains as Pending and the Claim is locked for editing. After a second click, the status changes to Cancelled and it is possible to change the configuration.
• Submit – Starts the defined workflow.
• View Workflow – Displays the workflow history. Note that the workflow applies to the header level, not item level – you cannot approve individual items, only the claim as a whole.
• Revoke – Allows you to invalidate a previously approved Claim. Revokes also the related Claim Record.
• Allocation Grid – Displays a panel with a result matrix defined by allocation logic. Shows a summary of how many items are allocated to Quotes and Agreements/Promotions in relation to the existing Claims.

 For step-by-step instructions see How to Create Claim.