After research on a claim is completed and its validity determined, the claim can be resolved directly from Trade Management. In cases where a Trade Management user cannot resolve a claim directly, however, Workflow notifications alert you that the claim should be resolved in Receivables.
For example, see: Chargebacks and Adjustments.
To learn about settlement options in Trade Management, see: Claim Settlement Methods.
Trade Management users have the flexibility to split an existing claim into two or more separate claims. A split claim might be required, for example, in the case of a partial claim resolution.
When a claim is split in Trade Management, however, claim information is not immediately updated in Receivables.
Claim information is automatically updated in Receivables when one of the claims is resolved directly from Trade Management.
See: Splitting a Claim.
Trade Management users can create chargebacks to resolve invoice-related and non-invoice-related claims. See: Chargebacks and Adjustments.
Use the Receivables Transactions window to view these chargebacks. By default, Receivables populates the Reason field on the Reference Information tab with Invalid Claim. Or, complete the following setup steps to display the Trade Management claim reason for chargeback creation.
Note: Receivables displays the Trade Management claim reason on record when the chargeback was initially created. Subsequent changes to the claim reason in Trade Management are not reflected in Receivables.
To display the Trade Management claim reason:
In Receivables, create the same invoice and adjustment reasons. For example, Invalid Promotion.
Use both the Invoice Reason and Adjustment Reason lookup types in the Oracle Receivables Lookups window. See: Transaction Lookups.
In Trade Management, create claim reasons, and map them to the Receivables adjustment reasons that you already created.
See: Claim Types and Reasons.