You can leverage the detailed information stored in Oracle Trade Management to resolve disputes quickly and more efficiently. You can view trade claims, deductions, and overpayments for a customer from Oracle Advanced Collections, if you have installed Oracle Trade Management.

   To view claims:

1. In the Accounts tab, select a customer account and then select the View Open Lines Listing button.

   The Account Details window displays all open transactions for your customer, including trade claims and deductions. Select a transaction type and enter a date range to search for a specific transaction. Transaction types include Bills Receivable, Chargeback, Claim Investigation, Credit Memos, Debit Memos, Guarantee, Invoice, On Account, or Unapplied.

2. To view detailed information about a claim, click on a transaction. A browser window opens to display the transaction in Trade Management.

3. You can enter a note for a transaction from the Account Details page and view it anytime on the Notes tab or by clicking the Notes icon.

   For more information on trade management functionality, see: Oracle Trade Management User Guide.