| Claim Lines (tssoc7110m000) |  |
| Use this session to do the following: View service order cost line details Create a new service order cost line Approve estimate claim line Approve actual claim line Cost or reject the claim line Make corrections to line details View the material return line details for items that are returned to the original equipment manufacturer (OEM) View the orders related to the service order cost lines Important! Claim lines are created when the following two conditions are met: Warranty Claim checkbox is selected in the Service Order - Lines (tssoc2100m100) session At least one of the following cost lines is created for a service order: Material Labor Other Helpdesk To delete the claim line you must first delete the associated cost line. When the associated service order is canceled then the status of all claim lines will be set to Cancel along with claim header. Cancellation of Service Order is allowed only if there is no actual approved quantity/amount.
Fields | Description
Claim Number | The number of the claim header to which the claim lines are linked.
Claim Line Number | The number of the claim line.
Claim Line Status | The status of the claim line. This is a display field. The status of the claim line is set to Free when created. Note The status of claim lines is updated based on the status of the claim header and the service order, except when the status of the claim line is Rejected. For example, if the status of the claim header is set to Costed, the status of all the claim lines is also set to Costed, except the claim lines for which the status is Rejected. A claim line can be set to the following status: Free Approved Estimates Approved Actuals Costed Settled Rejected
Cost Type | The type of cost line to which the claim line is linked. This is a display field. Following cost type are available: Material Labor Other Help Desk Other
Cost Line | The number of the cost line. The claim line is linked to the cost line of the given number.
Activity | The service order activity line number to which the claim line is linked.
Claimed
Estimated Claimed Quantity | The estimated quantity to be spent by the dealer to perform the service. The estimated quantity of the claim lines is updated with changes made in the estimated quantity of the associated cost lines and vice-versa. Note You can modify the estimated claimed quantity, sales price and amount till the status of the associated service order/service order activity is less than Released.
Estimated Claimed Quantity | The units in which the estimated quantity is measured.
Price (Estimated) | The price for one unit of the estimated claimed quantity.
Price (Currency) | The currency of the price.
/ (Unit) | The unit in which the estimated claimed quantity is measured.
Total Amount (Estimated) | The total amount. This is a display field. The total amount is calculated by the following formula:
    Estimated Claimed Quantity x Price
Estimated Claimed Amount | The estimated amount claimed by the dealer from the original equipment manufacturer (OEM). The estimated amount of the cost line is updated with changes made to the estimated amount of the associated claim line and vice-versa. Note You can modify the estimated claimed amount, price and quantity till the status of the associated service order/service order activity is less than Released.
Approved
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. You can change the acceptance percentage value based on the status of the service order: When the status of the service order is Free or Planned, you can specify the acceptance percentage in the Estimated tab. When the status of the service order is one of the following, you can specify the acceptance percentage in the Actual tab: Free Planned Released Completed New approved values are calculated when you change the percentage to which the claim lines must be accepted. New approved values are calculated based on the values that you specify in the Claimed group box and are displayed in the Approved group box. Following are the two possible scenarios: Calculation of Approved values for a Material Cost Line When the option you select in the Claim Method field is Reimburse Cost, the new approved values are calculated based on the following two factors: Acceptance percentage value Value that you specify in the Estimated Claimed Amount field. When the option you select in the Claim Method field is Replenish Material, only Estimated Approved Quantity changes based on the acceptance percentage value. Calculation of Approved Values for Labor and Other Cost Lline Labor : The Claim Method for reimbursement of labor cost is always Reimburse Cost. New approved values are calculated based on the values that you specify in the Claimed group box and are displayed in the Approved group Other : The Claim Method for reimbursement of labor cost is always Reimburse Cost. New approved values are calculated based on the values that you specify in the Claimed group box and are displayed in the Approved group
Estimated Approved Quantity | The estimated quantity approved by original equipment manufacturer (OEM) to perform the service. Note You can modify the estimated approved quantity, price and amounts till the status of the associated service order/service order activity is less than Released.
Price | The estimated approved price per unit.
Total Amount | The total amount. This is a display field. The total amount is calculated the following formula:
    Estimated Approved Quantity x Price
Estimated Approved Amount | The estimated approved amount sanctioned by the OEM to perform the service. Note You can modify the estimated approved amount, price and quantity till the status of the associated service order/ service activity is less than Released.
Calculated (Estimates)
Warranty | Infor ERP LN selects this check box when the claim line is covered by warranty. This is a display field. Important! The availability of warranty for the claim line and calculation of warranty amount is based on the serialized item specified in the service order activity to which the claim line is linked.
Warranty | The warranty amount calculated by the Infor ERP LN. This is a display field.
Contract | Infor ERP LN selects this check box when the claim line is covered by contract. This is a display field. Important! The availability of contract for the claim line and calculation of contract amount is based on the serialized item specified in the service order activity to which the claim line is linked.
Contract | The contract amount calculated by the Infor ERP LN. This is a display field.
FCO | Infor ERP LN selects this check box when the claim line is covered by field change order (FCO) (item recall). This is a display field. Important! The availability of item recall facility for the claim line and calculation of covered item recall amount is based on the serialized item specified in the service order activity to which the claim line is linked.
FCO | The ERP calculated amount covered by item recall. This is a display field.
Approved
Employee | The login ID of employee who approved the estimates.
Time | The date and time when the estimates are approved.
Actual
Tagged To | Select a option against which the cost must be booked. Following are the available values: Warranty Other Note After you cost the actuals all the options are disabled.
Claimed
Actual Claimed Quantity | The actual quantity used by the dealer to perform the service. The actual quantity of the claim line is updated with changes made in the actual quantity of the associated cost line and vice-versa. Note The actual quantity, price and amount can be modified only if the associated service order/service order activity is set to Released or Completed status.
Price | The price for one unit of the actual claimed quantity.
Total Amount | The total amount. This is a display field. The total amount is calculated the following formula:
    Actual Claimed Quantity x Price
Actual Claimed Amount | The actual amount claimed by the dealer from the original equipment manufacturer (OEM). The actual amount of the cost line is updated with changes made to the actual amount of the associated claim line and vice-versa. Note The actual amount, price and quantity can be modified only if the associated service order/service order activity is set to Released or Completed status.
Approved
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.
Actual Approved Quantity | The actual quantity approved by original equipment manufacturer (OEM).
Price | The price for one unit of the actual approved quantity.
Total Amount | The total amount. This is a display field. The total amount is calculated the following formula:
    Actual Approved Quantity x Price
Actual Approved Amount | The actual approved amount sanctioned by the OEM.
Calculated (Actuals)
Warranty | Infor ERP LN selects this check box when the claim line is covered by warranty.This is a display field. Important! The availability of warranty for the claim line and calculation of warranty amount is based on the serialized item specified in the service order activity to which the claim line is linked.
Contract | Infor ERP LN selects this check box when the claim line is covered by contract. This is a display field. Important! The availability of contract for the claim line and calculation of contract amount is based on the serialized item specified in the service order activity to which the claim line is linked.
FCO | Infor ERP LN selects this check box when the claim line is covered by field change order (FCO) (item recall). This is a display field. Important! The availability of item recall facility for the claim line and calculation of covered item recall amount is based on the serialized item specified in the service order activity to which the claim line is linked.
Approved
Employee | The login ID of the employee who approved the actuals.
Time | The date and time when the actuals are approved.
Rejection
Reason | The code based on which the claim line is rejected.
Reason | The description of the rejection reason.
Employee | The login ID of the employee who rejects the claim line.
Time | The date and time when the claim line is rejected.
Commands | Description
Approve Estimates | Approves the estimates and sets the claim line status to Approved Estimates.
Approve Actuals | Approves the actuals (amount/quantity) and sets the claim line status to Approved Actual. The option is available only if the claim header is Free or Approved Estimates and the service order associated with claim header is Released or Completed status.
Cost | Sets the status of the claim line to Costed.
Reject Claim Line | Rejects the claim line. The option is available only if the claim line status is set to Free or Approved Estimates. When you reject the claim line the status of claim line is set to Rejected.
Make Correction | Sets the status of the claim line to Free. The option is enabled in the following conditions: The status of claim lines is Approve Actual/ Approved Estimates/ Rejected and cost types are Labor and Other The delivery type is " From BP's Inventory " in case of material cost.