| # Supplier Claims (tscmm2100m000) Use this session to register, review and process claims sent to suppliers. A claim can be based on documents such as purchase order, purchase schedule and purchase invoice. The claim is processed, based on the claim procedure defined in the Service Types (tsmdm0130m000) session. Related topics Customer claim process Creating supplier claim request from customer claims Supplier claim process Creating supplier claim requests from service order cost lines/maintenance sales coverage lines Generating supplier claim Claim The unique code for supplier claim. Note The Claim number is defaulted with the series defined in User Profiles (tsmdm1150m000) session and are assigned to the user logging the claim. If no user profile is maintained or no series for claims is set in the user profile, the claim series of the service department set in the user profile is defaulted. Related topics To use number groups and series Description The description or name of the code. Status The current status of the claim. LN populates the claim status and you cannot set the status manually. By default, the claim status is set to Free. Allowed values Supplier Claim Header Status Partially Approved If this check box is selected, LN indicates that a claim line is partially approved. This is a display field. Claim Control Claim Origin The origin of the claim. By default, this field is set this to Manually. Allowed values Supplier Claim Origin Service Type The code of the service type. Service type allows user to define a set of characteristics for claims which can be linked to a new supplier claim. Service type also defines steps to be executed in the claim procedure. The service type has the default procedural settings for a supplier claim, such as the Claim Method and the Claim Invoice Procedure. Note When claim lines are present the service type is read-only. Only service types with a defined Claim Invoice Procedure can be used. Description The description or name of the code. Claim Invoice Procedure The procedure that determines if the claim flow is Credit Note Based or Invoice Based. The Claim Invoice Procedure determines if the customer expects a sales credit note from the service organization (credit note based) or if the service organization expects a purchase invoice from the customer. Allowed values Claim Invoice Procedure Note LN defaults the Claim Invoice Procedure value from the Service Types (tsmdm0130m000) session. Buy-From Buy-from Business Partner The unique code of the buy-from business partner. Description The description or name of the code. Address The address of the sold-to business partner. Buy-from Contact The unique code of the contact details of the buy-from business partner. Note The value of the Buy-from Contact field is display only if the claim Status is Rejected, Canceled or Closed. The Buy-from Contact is defaulted with the contact of the Buy-from Business Partner defined in Contacts by Business Partner Role (tccom4545m000) session. Full Name The description or name of the code. Claim External Claim Text Information about the claim that is printed on external document. Purchase Reference Original Order System The order system in LN to which the claim refers to. By default, LN displays the field as Not Applicable. Allowed values Original Order System Original Document Type The type of document related to the selected original order system to which the claim refers to. By default, LN displays the field as Not Applicable. A claim can be based on the original document. The original document type can be an order. Allowed values Supplier Claim Original Document Type Document The document number of the original document type. The number can be an order number only. This field is enabled and mandatory when the Original Document Type field is set to a value other than Not Applicable. Reference Supplier Order Number The number assigned to the claim by the buy-from business partner. You can specify the Supplier Order Number only when the claim status is set to Rejected, Canceled or Closed. First Invoice Reference The reference information about the business partner that you want to print on the purchase invoice. Note This is not enabled If Total Invoice field is checked, and the claim header Status is Approved or more. Second Invoice Reference The reference information about the business partner that you want to print on the sales invoice. Note This field is not enabled if Total Invoice field is checked, and the claim header Status is Rejected, Approved or more. Installation Installation Installation Group The code that identifies the installation group for which the claim is raised. Note The installation group must be the same as the installation group of the serialized item, in case a serialized item is defined. Description The description or name of the code. Item The item for which the claim is raised. Note In case, the item is defined without a serial number, the item must be defined in Items - Service (tsmdm2100m000) session. Serial Number The serial number of the item for which the claim is raised. The item must be defined, service item data must present and item must be configuration controlled as serialized. Note The buy-from business partner of the serialized item must be the same as the Buy-from Business Partner of the claim . Description The description or name of the code. Failure Date The date and time when the malfunctioning of the part is reported. This date and time is used to identify the related active warranty or a service contract and price determination. Note By default, LN displays the claim Creation Date as Failure Date. Coverage Time The time used to determine the applicable warranty for the supplier claim. Coverage Type The coverage type that is used to register the warranty coverage allocation. Description The description or name of the code. Warranty The warranty linked to the supplier claim. Related topics Warranties Description The description or name of the code. Shipping Ship-From Business Partner The code of the ship-from business partner who ships the new parts. Note The ship-from business partner is defaulted from the buy-from business partner defined in Business Partners (tccom4500m000) session. Address Code The code of the ship-from address. Contact The contact linked to the ship-from business partner. Note The ship-from business partner is defaulted from the buy-from business partner defined in Business Partners (tccom4500m000) session. This field is not enabled if the claim Status is Rejected, Canceled or Closed. Delivery Delivery Terms The delivery terms code. Note The Delivery Terms are defaulted with the terms of delivery from the Buy-from Business Partner role. Description The description or name of the code. Point of Title Passage The point of title passage code. Description The description or name of the code. Invoicing Invoice Business Partner Business Partner The code of the invoice-from business partner. Address Code The code of the address of the invoice business partner. Note The address is defaulted with the service department defined for Invoice business partner. Contact The contact linked to the business partner role. Note This field is not enabled if the claim Status is Rejected, Canceled or Closed. When the Claim Invoice Procedure is set to Credit Note Based, LN defaults the contact of the service department of the Invoice-from business partner. If the Claim Invoice Procedure is set to Invoice Based, LN defaults the contact linked to the Invoice-to business partner. Description The description or name of the code. Invoicing Line of Business The group of customers, suppliers, or employees that work in the same business sector. Lines of business can be used as selection criteria when generating reports or inquiries of statistical and historical data. Note This field is defaulted with the line of business of the buy-from business partner role. This field is not enabled If Total Invoice field is checked, and the claim header Status is set to Approved or more. Description The description or name of the code. Payment Terms The agreement for invoice payment. The payment terms include: The period within which invoices must be paid. The discount granted if an invoice is paid within a given period. The payment terms allow you to calculate: The date on which the payment is due. The date on which the discount periods expire. The discount amount. Note The value is defaulted from the Payment Terms data defined for the Invoice-from business partner. This field is not enabled : If a claim line with Claim Invoice Procedure field is set to Credit Note Based has CISLI data exist that cannot be updated. If Total Invoice field is checked, and the claim header Status is Approved or more. Description The description or name of the code. Late Payment Surcharge The percentage that is charged over the goods amount or over services rendered that the recipient of the invoice must pay, if the bill is not paid within a specified period. Note The value is defaulted from the Payment Terms data defined for the Invoice-to business partner. If Total Invoice field is checked, and the claim header Status is Approved or more. Description The description or name of the code. Payment Method The code of the payment method. Payment Method indicates how the credit note is paid in Cash Management. Note The value is defaulted from the Payment Terms data defined for the Invoice-from business partner. This field is not enabled: If a claim line with Claim Invoice Procedure field is set to Credit Note Based has CISLI data exist that cannot be updated. If Total Invoice field is checked, and the claim header Status is Approved or more. Description The description or name of the code. Invoice Text The header information printed on the sales credit note. Note This field is applicable only: if the Claim Invoice Procedure field is set to Credit Note Based. If Total Invoice field is checked, and the claim header Status is Approved or more. Total Invoice If this check box is selected, LN releases all the claim lines to central Invoicing when the claim Status is set to Approved. If this check box is cleared, the claim lines are released to central invoicing individually, when the claim Line Status is Approved. Note This field is defaulted with Total Invoice field in the Claim Management Parameters (tscmm0100m000) session. Tax VAT Based On If this check box is selected, VAT calculation is based on goods or services. Allowed values VAT Based on Note If Total Invoice field is checked, and the claim header Status is Approved or more. Tax Classification The tax classification code. The description or name of the code. Financials Financials Currency The currency in which the claim amount is expressed. Description The description or name of the code. Rate Type The rate type used to covert the invoice currency to the home currencies of the invoice company. You can assign different currency exchange rates to different invoice-from business partner and/or to different types of transactions (purchase, sales, and so on). Note LN considers the invoice-from BP rates as the default exchange rate if the Claim Invoice Procedure field is set to Credit Note Based driven. If not, LN considers the sales rate type defined for the service department as the default exchange rate. LN considers the invoice-from business partner rates as the default exchange rate if the Claim Invoice Procedure field is set to Invoice Based. If not, LN considers the purchase rate type defined for the service department as the default exchange rate. Description The description or name of the code. Rate Determiner The rate determiner. LN converts amounts from the transaction currency to the home currency using the currency rate that is valid according to the rate determiner that applies to the transaction. By default, LN considers 'Document Date' as the rate determiner. Allowed values Rate determiner Note LN defaults the Rate Determiner value of the Buy-from Business Partner. Rate/Rate Factor The currency exchange rate used in the currency conversion process. (The factor/rate by which an amount in a different currency is multiplied to calculate the amount in the currency base). Rate/Rate Factor The rate factor. Rate/Rate Factor The rate for a currency base-unit. Payment Pay Business Partner The business partner from whom you receive payments. This usually represents a customer's accounts payable department. The definition includes the default currency and exchange rate, the customer's bank relation, the type of reminders you send to the business partner, and the frequency of sending reminders. This field displays the pay-by business partner who receives the approved/claimed amount if the Claim Invoice Procedure is of type Credit Note Based. This field displays the pay-to business partner if the Claim Invoice Procedure is Invoice Based. Address Code The code for the address of the pay by business partner. Contact The code for the contact linked to the business partner role. Note This field is not enabled: if the claim Status is Rejected, Canceled or Closed. if the Claim Invoice Procedure is set to Credit Note Based, LN defaults the contact of the service department of the Pay-by business partner. If the Claim Invoice Procedure is set to Invoice Based, LN defaults the contact linked to the Pay-by business partner. Contact The description or name of the code. Internal Internal Service Department The service department authorized to handle the claim. Note By Default, LN populates the service department defined in the Service Departments by User Profile (tsmdm1155m000) session. Description The description or name of the code. Internal Contact The code of the employee handling the claim. By default, LN populates the service representative defined in the Employees - Service (tsmdm1140m000) session. Note The service representative must be employed on the current date. Description The description or name of the code. Creation Date The date and time the claim is created. By default, LN considers the date and time when the claim is created. Latest Finish Time The latest finished time scheduled (for internal purpose) / agreed (with clients) for claim handling. Planned Receipt Time The planned date and time when the claim must be delivered. The planned delivery date and time is used for the material transactions in case the Claim Method field is set to Reimburse Materials. By default, LN considers the current date and time as the planned delivery date and time. Internal Claim Text The Text for internal information about the claims. This information must not be printed on external documents. Approval Estimates Totals Claimed Amount The total Claimed Amount calculated from the claim. You cannot modify the value if Status of the claim is set to Approved. Approved Amount The total approved amount calculated from the claim. Rejected Amount The total amount rejected from the Claimed Amount. Estimates Approved By The code of the user who approves the claim. By default, LN considers the current user login code. However, you cannot change this data. Note You must enter the value in this field when the claim Status is set to Approved. Approve Date The date and time when the claim is approved. LN considers current date and time. However, you cannot change this data. Approved Approval Registered By The code of the user who approves the claim. By default, LN considers the current user login code. However, you cannot change this data. Note You must enter the value in this field when the claim Status is set to Approved. Approve Date The date and time when the claim is approved. LN considers current date and time. However, you cannot change this data. Approval Percentage The percentage applied to all approved claimed amounts on the claim lines. LN defaults the value as 100 percent. Rejected Rejection Registered By The code of the user who rejects the claim. By default, LN populates the current user login code. However, you cannot change this data. Note You must enter the value in this field when the claim Status is set to Rejected. Rejection Date The date and time when the claim is rejected. LN populates current date and time. However, you cannot change this data. Rejection Reason The code of the rejection reason. LN defaults the reason code defined in the Reasons (tcmcs0105m000) session. Note The Reason Type must be set to Claim Rejection in Reasons (tcmcs0105m000) session. Text If this check box is selected, the details of the reason for rejecting the entire claim is attached to the claim. Canceled Canceled By The code of the user who cancels the claim. By default, LN populates the current user login code. However, you cannot change this data. Note You must enter the value in this field when the claim Status is set to Canceled. Cancel Date The date and time when the claim is canceled. LN populates current date and time. However, you cannot change this data. Cancel Reason The code of the cancellation reason. LN defaults the reason code defined in the Reasons (tcmcs0105m000) session. Note You must enter the value in this field when the claim Status is set to Canceled The Reason Type must be set to Cancel Reason in Reasons (tcmcs0105m000) session. Text If this check box is selected, the details of the reason for cancelling the entire claim is attached to the claim. |