Raise a special-pricing claim
Raise a special-pricing claim in ClaimDS — a per-deal chargeback for one customer, or a periodic billback across a group reconciled over a period.
A special-pricing claim is how you recover a special deal from a vendor — you agreed a price for certain customers, you sold at it, and now you claim the difference back. In ClaimDS it runs in two modes, and choosing the right one is the first decision.
Chargeback or billback?
The two modes map to the two terms. A per-deal claim is a chargeback — one named customer, one deal, claimed once. A periodic claim is a billback — a group of customers reconciled over a period. Pick the one that matches how the deal actually works.
Raise the claim
Follow the numbered steps below. For the underlying arrangement, see what is a special-pricing claim; for the broader purchase-claim flow, see raise a purchase claim.
Step-by-step
Open Claims → Purchase → Special pricing
Special-pricing claims are purchase-side — you're claiming up to a vendor under a special pricing agreement (SPA). Start a claim against the SPA you're claiming under. The claim locks to that agreement's version, so later edits to the SPA don't change a claim you've already raised.
Choose the mode — per-deal or periodic
An SPA claim runs in one of two modes. Per-deal is a chargeback; periodic is a billback. The mode decides how the claim is built and what it covers, so pick the one that matches the deal.
For a per-deal chargeback
A per-deal claim is for a single named end-customer at the deal's agreed price. Add the sales lines for that customer within the deal's validity window, and ClaimDS works out the difference to recover.
For a periodic billback
A periodic claim covers a group of customers — a cohort or a named list — reconciled over a period. Add the lines and set the deal price per line; ClaimDS accumulates them across the period rather than as one deal.
Review the factsheet and submit
Each mode produces its own factsheet — a single deal-focused page for a chargeback, or a per-customer breakdown for a billback. Review it, then submit; the claim follows the normal draft, submitted, approved and posted path.
Frequently asked
What's the difference between per-deal and periodic?
A per-deal claim (chargeback) is one named customer at a fixed deal price, claimed once. A periodic claim (billback) covers a group of customers reconciled over a period, with the deal price set per line.
What does the claim draw on?
Your sales business volume. The SPA defines the deal with your vendor; the claim reads your sales to end-customers within the validity window to work out what's claimable.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.