Claims

Claims arise when a customer or distributor is entitled to reimbursement or credit-often after running a promotion with bill-back agreements, agreed purchase targets, or similar commercial terms.

You can track claims at account level so finance and trade teams see which outlets are owed what, evidence that was collected, and how each claim aligns to the original promotion or contract. For full review and settlement workflows, use the Claims Management application alongside the account record.

Create or follow up a claim from an account

• Open the account that the claim relates to.
• Use the Related tab (or equivalent) to find Claims or navigate to Claims Management from the App Launcher when you are working on validation in bulk.
• Create a New claim when you need to register a reimbursement or credit request, and link it to the relevant promotion or agreement where your layout provides that field.

If your administrator has configured a quick action or guided flow for claims, follow that path for the fastest data entry consistent with your org.