Raise a purchase claim
Claim what a vendor owes you in ClaimDS — a retroactive price adjustment, a special-pricing (ship-and-debit) claim, or a stock-protection claim on warehoused inventory.
A purchase claim is how you recover what a vendor owes you. ClaimDS supports the three shapes this usually takes on the buy side — retroactive price adjustments, special-pricing (ship-and-debit) claims, and stock-protection claims — each with its own flow so the right rules apply.
Pick the right claim type
The three types aren't interchangeable. RPA is a price change on business already invoiced. SPA (ship-and-debit) is recovering the difference when you sold at a specially agreed price. Stock protection covers a price or quantity change on inventory still sitting in your warehouse. Choosing correctly means the claim settles against the right basis.
Raise the claim
Follow the numbered steps below. The claim follows the same draft → submitted → approved → posted lifecycle as a sales claim, and draws on the accruals your purchase rebate agreement has been building.
Step-by-step
Open Claims → Purchase
Go to Claims and choose Purchase. This is where you claim the rebates and adjustments your vendors owe you — separate from the sales side, where you handle what you owe customers.
Pick the claim type
Choose the right type. A retroactive price adjustment (RPA) recovers a post-sale price change against the original invoice; a special-pricing (SPA) claim is the ship-and-debit case where you sold at an agreed price and recover the difference; a stock-protection claim covers a price or quantity change on inventory you're holding.
Select the counterparty and lines
Choose the vendor and add the claim lines — the materials, quantities and amounts. Pull figures from the underlying records and accruals wherever they exist rather than re-typing them.
Attach supporting documents
Attach the evidence the claim needs. Attachments travel with the claim through approval and settlement.
Submit and track
Submit the claim. It moves from Draft through Submitted and Approved to Posted, just like a sales claim, and every step is recorded in the audit trail.
Frequently asked
What's the difference between RPA, SPA and stock protection?
RPA recovers a price change on already-invoiced business; SPA (ship-and-debit) recovers the gap when you sold at a specially agreed price; stock protection covers a price or quantity change on inventory you still hold. ClaimDS has a distinct flow for each.
Where do purchase claims get their amounts from?
From the accruals your purchase rebate agreements build. Set the agreement up first (see Create a purchase rebate agreement) and the claim draws on figures ClaimDS already holds.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.