Chargebacks Functional User Manual

Chargebacks

Distribution Chargebacks

Distribution Chargebacks Listing

Add

Step 1: Click the Action

Step 2: Click the Add New

Step 3: Click icon and select customer

Step 4: Click and select Contract from list

Note: Contract list appear from Incentives-> Billback Chargeback-> Distribution Chargeback Type Contracts created and Active for selected customer

      Step 5: Fill other details click and select Invoice from list

Note: Invoices list appear as per selected contract 

Step 6: Click and select chargeback type from list

Note: Chargeback Type display as per selected contract added in list  Incentives-> Billback Chargeback-> Distribution Chargeback Type

   

    Step 7: Select Item and Enter Claim Qty

    Step 8: Enter Claim Amount and Click on Add

Note: Item display as per selected Invoices step 5

       

       After click on Add System will save add chargeback type in list and display success message

Add Documents 






       

       

     Step 9: Click on Action-> Add Documents

     Step 10: Select file and enter other details click on Add





      

       After click on add system will add in list and display success message

  Edit Document

            

              Step 11: Click on Edit

           

            Step 12: Change anything and click on Update

         Step 13: Click on Save

         Step 14: Click on Submit Credit Memo

          Step 15: Click OK OR Cancel

     After click on ok system will display success message and display generated credit memo amount

  

   Go to listing page search added distribution chargeback in list 

 

    

   Go to Sales-> AR Credit Memo search with date and verify total 

   Click and open details page of credit memo

Note: System display Action icon only which one chargeback is open click and cancelled

End- User Chargebacks

End - User Chargebacks Listing

Add Claim

    Step 1: Click the Action

    Step 2: Click the Add Claim

  Step 3: Click Browse File and select the file you wish to upload 

  Step 4: Browse and select file

 Step 5: Click Validate Claim

 Click Rejected Item(s) system will display invalid data with remarks why is reject

  Click on Successful (Uploaded Items) system will display uploaded file data valid

  Step 6: Click on Submit Claim

   System should redirect listing page and display success message

 View Chargeback Document

  Step 1: Click on View Icon

  

       Step 2: Click on Approved Qty

  

 


        Step 3: Click on Doc. No

  

         Click on X(close) icon for close pop up

   

            Click on Ignored Item(s)

 

        Click on Rejected Item(s)

 

            Go to Sales-> AR Credit Memo search with date and verify total 

            Click and open details page of credit memo, click on source document

  

    System open a chargeback document page when click on source document page

  

      

     Click Action-> View Document

 


        System will display chargeback document pop up for claims

 Note: End-User chargeback listing page system display Delete icon only which one status is IN Process

TPM Claims

TPM Claims Listing

Add Claim

     Step 1: Click the Action

    Step 2: Click the Add Claim

 Click and select Customer and enter Claim Date

Note: 

1. Promotion list display as per select the customer (Selected customer added in which promotion system will display only those promotion where added Incentive-> Trade Promotion )

2. If you not select customer system will display all promotion name from Incentive-> Trade Promotion

3. If you select claim date system will display promotion name as per claim date within the promotion start and end date range as above image where claim date selected

Ex: Claim date 2024-08-21 so any promotion start date: 2024-08-01 end date: 2026-12-31

    Step 3: Browse and select file

    Step 4: Click Upload Claim

   Click Eligible Item(s) system will display invalid data with remarks why is reject

  Click on Rejected Item (s) system will display uploaded file data valid

  Step 5: Click on Submit

    System should redirect listing page and display success message

Delete

 

   

 Step 1: Click the Delete icon next to the schedule report

 Step 2: Confirm by clicking OK to delete, or cancel to abort the action

Note: Delete Button only display which claim status in Draft

View Claim

      Step 1: Click on View Icon

Claimed Item(s)

      Step 2: Click on Edit Icon

      Step 3: Click and Select Reason from list Reason Description will automatically display as per selection of reason

      Step 4: Click Save

      Note: If you select Reason-> Other you will to enter Reason Description Manually as you want

Note: Reason and Reason Descriptions list appear from Application Settings-> Custom Properties-> Override Reasons Added

      Step 5: Click on Reset Icon

      System will remove status and change values as highlighted

      Step 6: Click on Confirm Override Qty

      Step 7: Confirm by clicking OK or Cancel to abort the action

      After click ok system will change status and display success message and remove confirm override qty button

Ignored Item(s)

      Step 8: Select Checkbox OR Select All

      Step 9: Click on the Add Item(s) to Override

      Step 10: Confirm by clicking OK or cancel to abort the action

      After click on OK system move item in Claimed Item(s) tab

      Step 11: Click on Reset Icon

  Note: For Confirm Override Qty action you can follow same as steps 6,7

      After perform step 11 system will reset item and move to Ignored Item(s) tab again

Rejected Item(s)

      Item's list  is which one display in Rejected Item(s) tab while Add Claim

Document Trail

    Note: This tab display when you Application Settings-> System Configuration-> Trade Promotion Approval Workflow-> ON

Send Ignored/ Rejected Items to Other Promotion

Note: This functionality we checked with another contract as in current contract we don't have sufficient claim date

     Step 1: Click on the Send Ignored/ Rejected Items to Other Promotion

     Step 2: Click on drop down icon and select promotion from the list

     Step 3: Select which item you want to sent to new claim in the selected promotion

Note: Promotion list display as per selected Claim Date

       Step 4: Enter the User Note

       Step 5: Click the Create Claim

      Step 6: Confirm by clicking OK or Cancel to abort the action

      System will redirect to TPM Claim Pop up where Eligible Item(s) and Rejected Item(s) tab display

      Step 7: Click the Submit

     After click the submit system will create the claim and display success message

     Step 8: Click on the Child Claims no as created 

       System will open a child claim as we created 

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