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ERP ATLASAPPNEURALFinanceP2Reference
Trade Returns & Claims
Full nameWholesale Trade Returns and Claims Micro ERP
Requests, supporting evidence, approval decisions and settlement need one claim record.
Application configurations3
Extension mappings6
LifecycleReference
About this erp
Purpose and scope
Requests, supporting evidence, approval decisions and settlement need one claim record.
Connected workflows
- Sales return requests
- scheme claim evidence
- decision review
- approved settlement
- Source
- ERP_Full_Hierarchy_Catalogue.html
- Family
- Returns, claims and adjustments
- Family ID
- claims
- Configuration scope
- Industry operations
- Standalone scope
- Own customers, original orders or policies, claim types, reviewers. Run sales return requests, scheme claim evidence, decision review, approved settlement. Maintain record history and role permissions.
- Core records
- Customers, original orders or policies, claim types, reviewers
- ERP connections
- Orders, records, inventory, finance
- Primary workflow
- Sales return requests → scheme claim evidence → decision review → approved settlement
- Readiness
- Source-defined reference configuration; runtime unverified.
AI brief
What it is, when to use it, how to start
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Connected catalog
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3 linked records
Application
Trade Returns & Claims: Claim Desk
Full nameWholesale Claim Desk App
Register requests, link original records and collect required evidence.
ApplicationTrade Returns & Claims: Claimant
Full nameWholesale Claimant App
Submit a claim or return request and view requested actions.
ApplicationTrade Returns & Claims: Claim Approver
Full nameWholesale Claim Approver App
Review evidence, authorize an adjustment and confirm settlement.