Create a sales promotion claim case

task australia Updated Sep 10, 2026 1 min read mco-create-sls-promotion-cc.md
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Create a sales promotion claim case to claim the reimbursement or discount.

Before you begin

Role required: manufacturing operations admin (sn_mfg_cmn.manufacturing_operations_admin) or dealer sales agent (sn_dealer_mgmt.dealer_sales_agent)

Procedure

  1. Navigate to Workspaces > CRM Workspace > Lists > Sales Promotion Management > My Promotions > All Claims.

  2. Select New.

  3. On the form, fill in the fields.

    Field Description
    Asset Asset for the claim.
    Requested by Logged-in user or member of the logged-in user's service organization.
    Consumer Consumer tagged to install base.
    Dealer Business location.
    Sale price Sale price of the product sold. Select the required currency from the list

Parent Topic:Create a checklist template

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