Create and manage an incentives co-op claim
Appropriate roles: Global admin | Incentives admin | Incentives user
To initiate an incentives claim, use the following steps:
Sign in to Partner Center and select Incentives.
On the side bar, select Co-op management.
If you already have a claim in progress, the Incentives | Co-op management page shows information about the status of existing claims, funds approved/claimed, and total values.
Select Create a claim.
Fill out the form to create a new claim:
- When selecting a program, partners making Surface-specific claims must select one of the Surface-specific items: ADD-HUB, ADD-PC, or ADR-HUB.
- Select a location and usage period, then select Continue.
- Set up bank and tax info. This step is required when making a new claim.
Once the claim is created, you're taken to the Claim detail page where you can add invoices, CSRs, proof documents, and metrics. You can also add additional information if needed.
You can use the claims details to request that others in your organization upload documentation to the form. For each of the supporting documents you upload, you can provide explanatory details.
Manage your claims
You can see all the activity that goes into the building of your claim in History.
Each time a colleague adds a supporting document or comments on something, that action is stored in History.
Feedback and requests for additional information also appear in the claim history.
Your claim's status changes as it moves through the approval process. Until you submit a claim, its status is Editing.
When a claim is being reviewed, you might receive feedback about an item in your proof of execution (PoE) documentation.
You can't edit your claim after you submit it unless a reviewer requests additional information.
For more information, see the Partner Incentives Co-op Guidebook.