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Troubleshooting Claims Stuck at Pending Close Status In Trade Management (Doc ID 421613.1)

Last updated on OCTOBER 20, 2023

Applies to:

Oracle Trade Management - Version 11.5.10 to 12.1.2 [Release 11.5 to 12.1]
Information in this document applies to any platform.
OZF_CSTL - Claim Settlement Workflow
OZFARFETCH - Claim Settlement Fetcher Program


The purpose of this document is to facilitate troubleshooting issues regarding Pending Close Status for Claims.  

After a claim is approved, the claim status appears as Pending Close if the settlement process is not automated in real time, but requires some process to finish the claim processing.

Pending Close Claims might be waiting for the appropriate next step to be executed to be moved to Closed Status or it might be stuck with an error in one of the following processes:

In order to determine the status of the Pending Close Claims and move it to Closed status, please follow the troubleshooting steps below.


Troubleshooting Steps

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In this Document
Troubleshooting Steps
 1. Profile Options
      a. OZF: Derive accrual account during claim settlement
      b. OZF : Automate Deduction/Overpayment Settlement
      c. OZF : Automate RMA Settlement
 2. OZF: Claims Settlement Workflow (Promotional Claims only)
 3. Claims Settlement Fetcher Concurrent Program
 4. AutoInvoice Errors
 5. SQL Queries 
      a. OZF: Claims Workflow Item Key for the Claim
      a. Payment Status for the Claim
      b. Payment Method for the Claim
5. Still have Questions?
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