Create a sales promotion claim case

task brazil Updated Sep 10, 2026 1 min read mco-create-sls-pro-claim-case.md
Raw file servicenow.com

Submit a sales promotion claim case to request incentive amounts for a completed sale.

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 All > Sales Promotion Claim Management > All.

  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 is associated with the install base.
    Dealer Business location.
    Sales price Sale price of the product sold. Select the required currency from the list
  4. Select Continue.

  5. On the form, fill in the fields.

    Field Description
    Select incentives Applicable promotion, claimed amount, and other required fields for the claim.
  6. Select Continue.

  7. Process the claim in one of the following ways.

    Activity Description
    Claim in review Submit the claim for review.
    Review and approve Review the claim and approve. Enter the amount to approve.
    Claim summary View the summary of the sales promotion claims.

Result

Sales promotion claim case is created.

Parent Topic:Sales promotion claim management

Related topics

Use the Activity stream

Keywords sales promotion claimsales promotion claim casedealer sales agentincentive claimmanufacturing commercial operations
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