| # Claim Header (tssoc7100m000) Use this session to do the following: View claim lines that are linked to the claim header View service order details Approve estimate claim Approve actual claim Cost or reject the claim header Important! To delete the claim header, you must first delete the linked service order. Claim Number The claim number. This is a display field. You can specify a new number group for the claim header in the Number Groups (tcmcs0151m000) session. Important! If you select the Matching Claim Number checkbox in the Service Order Parameters (tssoc0100m000) session, the claim number is generated with the service order number. Claim Status The status of the claim header. This is a display field. The status of the claim header is set to Free when created. The status is updated based on the status of the claim lines and the service order. For example, when service order is costed, the status of the claim header is set to Costed. Similarly, when the status of all claim lines is Costed, the status of the claim header is set to Costed. A claim header can have the following status: Free Released Approved Estimates Approved Actuals Costed Settled Rejected Closed When the status of the claim header is set to Approved Estimates, Approved Actuals or Costed, the status of all the linked claim lines is also set to Approved Estimates, Approved Actuals or Costed respectively.This applies only to the claim lines that are not rejected. . When you reject a claim header, the status of all the claim lines is also set to Rejected. Important! You can Cost the service order only when the status of the claim header is Approved Actuals, . You can set the status of the service order to Closed only when the status of the claim header is Settled, When a service order is cancelled, the status of the claim header is also set to Cancelled. Service Order The service order number to which the claim header is linked. This is a display field. If you select the Matching Claim Number checkbox in the Service Order Parameters (tssoc0100m000) session, the claim number is generated with the service order number. Service Department The service department that executes the service order. This is a display field. The value defaults from the service department specified in the service order linked to the claim header. Service Engineer The service engineer who executes the service order. This is a display field. The value defaults from the service engineer specified in the Service Order - Lines (tssoc2100m100) session. Sold-to BP The dealer who provides service to the customer. The dealer raises the claim to the original equipment manufacturer for the service provided to the customer. The value defaults from the Sold To BP specified in the Service Order - Lines (tssoc2100m100) session. Description The description or name of the sold to business partner. This is a display field. The value defaults from the Sold To BP specified in the service order. Sold To Address The address of the dealer. This is a display field. The value defaults from the dealer's address specified in the service order. Sold-to Contact The contact details of the dealer. This is a display field. Acceptance Percentage The percentage to which the claim line is accepted. The value 100 is displayed by default. The acceptance percentage can range from 0 to 100. You can change the acceptance percentage. Note Use Apply button to recalculate the values. The values are recalculated for all the claim lines that are linked to the header. Related topics Acceptance Percentage Invoice-to Business Partner The business partner to whom the credit note is raised for the claim. The field is enabled till the central invoicing allows the changes. Invoice-to Address The addres of the Invoice To Business Partner. Invoice-to Contact The contact details of the Invoice To Business Partner. Estimates Approved By The login of the employee who approves the estimates. This is a display field. Estimates Approved Time The date and time when the estimates are approved. This is a display field. Partially Approved ERP Enterprise selects this checkbox when at least one claim line is partially approved. This is a display field. Actuals Approved By The login of the employee who approves the actuals. This is a display field. Actuals Approved Time The date and time when the actuals are approved. This is a display field. Ship-to Business Partner The material spent by the dealer for customer service is shipped to the business partner specified in the field when you select the option Replenish Material in the Claim Method field in the Service Order - Lines (tssoc2100m100) session. Ship-to Address The address of the Ship-to Business Partner. Ship-to Contact The contact details of the Ship-to Business Partner. Pay-by BP The business partner to whom the claim is paid. The dealer raises the credit note against the original equipment manufacturer (OEM). The payment is made by the OEM to the dealer. Pay-by Address The address of the Pay From BP. Pay-by Contact The contact details of the Pay From BP. Rejection Reason The reason to reject a claim. Click the browse arrow to select the rejection reason from Reasons (tcmcs0105m000) session. Employee The login of the employee who rejects the claim. This is a display field. Rejection Time The date and time when the claim is rejected. This is a display field. Apply Calculates the values based on the percentage to which the claim is accepted. Approve Estimates Approves the estimates and sets the claim line status to Approved Estimates. Approve Actuals Approves the actuals and sets the claim line status to Approved Actual. The option is available only when the claim header is set to Free or Approved Estimates and the service order associated with the claim header is set to Released or Completed status. Cost Sets the status of the following to Costed: Claim Lines Claim Header |