---
title: Create a sales promotion claim using playbook
description: Create the sales promotion claim using the guided playbook.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/manufacturing/mco-create-sales-promotion-claim-using-playbook.html
release: australia
topic_type: task
last_updated: "2026-05-26"
reading_time_minutes: 1
breadcrumb: [Sales promotion, MCO workspace, Use, Manufacturing Commercial Operations]
---

# Create a sales promotion claim using playbook

Create the sales promotion claim using the guided playbook.

## Before you begin

Role required: manufacturing operations admin \(sn\_mfg\_cmn.manufacturing\_operations\_admin\) or dealer sales agent \(sn\_dealer\_mgmt.dealer\_sales\_agent\)

## Procedure

1.  Navigate to **All** > **Sales Promotion Claim Management** > **All**.

    The guided Sales promotion claim case playbook displays.

2.  **Sales details**

    1.  Enter the sales details.

        On the form, fill in the fields.

        |Fields|Description|
        |------|-----------|
        |Asset|Asset for the claim.|
        |Requested by|Logged in user or member of the logged in user's service organization.|
        |Consumer|Consumer is associated with the install base.|
        |Dealer|Business location.|
        |Sales price|Sale price of the product sold. Select the required currency from the list|

    2.  Select **Continue**.

3.  **Incentive details**

    1.  Select **Select incentives**.

        The list of incentive types are displayed.

    2.  Select the incentive type applicable for your claim case.

    3.  Enter the incentive details.

        On the form, fill in the fields.

        |Fields|Description|
        |------|-----------|
        |Claimed amount|Enter the incentive claim amount.|
        |Trade in make|Brand of the vehicle.|
        |Trade in year|Year of manufacture.|
        |Trade in serial number|Serial number of the vehicle.|
        |Trade in model|Model of the vehicle.|
        |Trade in trim|Variant of the vehicle.|

    4.  Select **Add file**, to attached the document.

    5.  **Total claimed amount** is auto calculated based on the claimed amount.

    6.  Select **Submit**.

4.  **Claim review**

    1.  Enter **Comment**.

    2.  Select **Complete review**.

    |Activity|Description|
    |--------|-----------|
    |**Claim in review**|The claim is successfully submitted for review.|
    |**Review and approve**|Review the claim and approve. Enter the amount that you want to approve.|
    |**Claim summary**|View the summary of the sales promotion claims.|

    Claim is reviewed and approved.