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Manual Claim Used With Previous Open Credit Does Not Reduce Balance Of Credit Memo (Doc ID 2040216.1)

Last updated on JUNE 13, 2017

Applies to:

Oracle Trade Management - Version 12.2.3 and later
Information in this document applies to any platform.


Trade Management User > Claims

Create a Manual claim and settle using Previous Open Credit settlement method. Note that it does not reduce balance of credit memo.

In Receivables > Transaction screen
 Create Credit memo 501115 for $200
In Trade Mgmt > Claims
 Create manual claim CLA17080 for $200
 Settlement method: Previous open credit memo
Goto non promotional tab, select Credit memo 501115 for $200
Settlement tab, Add Previous open credit memo and populate the credit memo
Click request approval
Claims goes to Closed
Goto AR > Transaction > Query number 501115
Still see the amount of $200

Able to still apply CM to another claim as CM was not reduced.




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