Supplier Claim Lines (tscmm2110m000)

Use this session to maintain the actual claim line details about what is claimed to the supplier and what is reimbursed from the supplier. In this session actual claimed details for a specific cost type are stored. You can approve or reject each claim line separately. This session allows you to maintain information for material or cost approved for reimbursement. In case claim is rejected, this session allows you to maintain the rejection reason and rejection text .

You can also use this session to view the GST related tax details. Infor LN defaults this data only if the GST Implemented check box is selected in the India Localization Parameters (tccom9136m00l) session, else, the excise/VAT details are defaulted.

Integration with Infor LN Quality

Infor LN allows you to link non-conformance report to service objects, using the Link Non-Conformance Report option on the Action menu. The Non-Conformance Reports (qmncm1100m000) session is invoked, wherein you can link the report for the service object.

You can use the Unlink Non-Conformance Report option on the Action menu to unlink the Non-Conformance report. The Related Orders - Non-Conformance Reports (tsmdm4500m100) session is invoked, wherein you can select the report to be unlinked.

Note

These non-conformance report options are visible only if the Non-Conformance Reports check box is selected in the General Service Parameters (tsmdm0100m000) session.

You can link a non-conformance report to a claim (line) only if the Item (serialized) and the Business Partner combination of the non-conformance report matches with the Item (serialized) and the Business Partner (specified on the claim header) combination of a claim line.

If the Item (serialized) on the claim (line) is not defined, ERP LN considers the Item (serialized) on the header, to filter the NCRs. Effectively, the claim lines can only be linked to NCRs if the Item (serialized) and Business Partner combination of the claim header matches with that of the NCR.

If the serialized item or the business partner is modified for a claim (line), the NCRs are unlinked.

 

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.

Line Status

The current status of the claim lines. LN populates the claim line status and you cannot set the status manually.

Line

The supplier claim line number.

General
Installation
Installation Group

The code of the installation group of the (serialized) item for which the claim is generated.

Main Item

The item code of the installation.

Main Serial Number

The serial number of the installation.

Control
Claim Method

The Claim Method used to indicate how a claim is paid. The customer can be compensated financially or with Material.

Allowed values

Claim Method

Return Material Required

If this check box is selected, LN allows you to approve the claim only after the defective part is returned by the customer.

Use Estimates

If this check box is selected, LN allows you to use estimates in the claim process. The estimated claim amount must be approved before approving the actual claim amount.

Print Supplier Claim Required

If this check box is selected, LN prints the supplier claim as a part of the claim procedure.

Acknowledgement Received

The status of the acknowledgement received from the supplier.

Print on Invoice

The print options for the cost line when the invoice amount is zero.

Note
  • When the field is set to No Invoice, Invoice costs are considered as goodwill
  • If the field is set to 'No Invoice' after the line is costed, the available invoice line in Invoicing is deleted.

Allowed values

Print on Invoice

Specification
Item

The item delivered by the supplier.

Serial Number

The serial number of the item for which the claim is raised.

Note

This field is enabled only if the item is serialized.

Description

The description or name of the code.

Task

The code of the task.

Note
  • This field is only applicable when the Cost Type is set to Labor.
  • This field is defaulted from the Tasks (tsmdm0115m000) session.
Description

The description or name of the code.

Labor Rate

The code of the labor rate.

Description

The description or name of the code.

Cost Component

The code of the cost component. A cost component is a user-defined category for the classification of costs.

Description

The description or name of the code.

Claimed
Claimed Quantity

The quantity claimed to the supplier.

Note

This field is mandatory if the Cost Type is set to Material

Unit

The unit in which Claimed Quantity is measured.

Claimed Amount

The amount claimed to the supplier.

Note
  • This field is mandatory if the Cost Type is not set to Material.
Currency

The currency of the Claimed Amount.

Purchase Reference
Purchase Reference System

The order system in LN to which the claim refers. By default, the value in this field is set to Not Applicable.

Purchase Document Type

The type of document related from the selected Purchase Reference System to which the claim refers to. The purchase document type can be an order, or an invoice.

Note

By default, LN displays the field as Not Applicable.

Purchase Document Number

The number of the purchase reference to which the claim line refers. The number can be an order number or an invoice number. This field is enabled and mandatory when the Purchase Document Type field is set to a value other than Not Applicable.

Purchase Document Line

The line number in the purchase document to which the claim lines refers.

Purchase Document Sequence Number

The sequence number in the purchase document to which the claim lines refers.

Approval
Approved
Approved Quantity

The quantity approved for the claim.

Note
  • The value in this field must be one if claim line item in Supplier Claim - Lines (tscmm2600m000) session is a serialized item.
  • This field is not applicable, if the claim Status is set to Rejected.
Unit

The unit in which Approved Quantity is measured.

Approved Amount

The total Approved Amount calculated from the claim.

Tax Amount

The total Tax Amount that is invoiced from the supplier.

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.
  • This field is not enabled if Total Invoice field is checked, and the claim header Status is Approved or more.
Approval Percentage

The percentage applied to the approved claimed amount on the claim line. LN defaults the value as 100 percent.

Tagged To

The type of claim cost to which claim lines are tagged.

Approval Registered By

The code of the user who approves the claim line. 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 line is approved. LN considers current date and time. However, you cannot change this data.

Action

The action for the approved quantity.

Allowed values

Action For Item

Rejected
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.

Description

The description or name of the code.

Rejection Registered By

The code of the user who rejects the claim line. 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.

Action

The action to be taken on the rejected material.

Allowed values

Action For Item

Tax
Tax Classification
Description

The description or name of the code.

Exempt Tax

If this check box is selected, LN exempts the tax.

Tax Country

Countries are the national states where your suppliers and customers are located. For each country you can define the country code, international dialing, telex, and fax codes. Countries are part of the data that you must set up for tax reporting. In addition, items can be grouped and selected according to their country of origin.

Note
  • This field is only applicable if the claim method is Reimburse Costs and the Claim Invoice Procedure is set to Credit Note Based in Supplier Claim - Lines (tscmm2600m000) session.
  • If a claim line with Claim Invoice Procedure field is set to Credit Note Based has CISLI data exist that cannot be updated.
Description

The description or name of the code.

Own Tax Number

The tax identification number.

Tax Code

The tax identification number.

Note
  • This field is only applicable if the Claim Method is set to Reimburse Costs.
  • If a claim line with Claim Invoice Procedure field is set to Credit Note Based has CISLI data exist that cannot be updated.
  • You can use the Aggregate Tax code only of the type Service or Vat. You cannot use the excise related tax codes.
Description

The description or name of the code.

Business Partner Tax Country

Countries are the national states where your suppliers and customers are located. For each country you can define the country code, international dialing, telex, and fax codes. Countries are part of the data that you must set up for tax reporting. In addition, items can be grouped and selected according to their country of origin.

Note
  • This field is only applicable if the claim method is Reimburse Costs and the Claim Invoice Procedure is set to Credit Note Based in Supplier Claim - Lines (tscmm2600m000) session.
  • This field is defaulted with the Original Business Partner Tax Country if the original document fields are populated, otherwise with the standard TCTAX defaulting DLL (manual sales invoice tax defaulting).
BP Tax Number

The tax identification number of the business partner.

Exemption Certificate

The exemption certificate number if the tax is exempted.

Note
  • This field is only applicable if the Exempt Tax checkbox is selected.
  • This field is defaulted with the Original Exemption Certificate if the original document fields are populated, otherwise with the standard TCTAX defaulting DLL (manual sales invoice tax defaulting).
Exempt Reason

The exempt reason code if the tax is exempted.

Texts
External Text

Information about the claim that is printed on external document.

Internal Text

The text for internal information about the claims. This information must not be printed on external documents.

Approval Text

The reason for approving the entire claim.

Rejection Text

The reason for rejecting the entire claim.

Invoice Text

Header information which should be printed on the sales credit note.

Registration Number Sequence(Own)

The tax registration number assigned to your company by the tax authorities.

Note
  • This field is enabled and mandatory only if the Claim Method is set to Reimburse Costs.
  • The value in this field is defaulted from the Registration Numbers By Financial Company (tctax9140m00l) session.
  • Infor LN defaults the GSTIN of the purchasing organization based on the location(state) of the receiving address.
Registration Number Sequence(Own)

The description or name of the code.

Business Partner Tax Country

The tax country of the business partner.

BP Tax Number

The tax number of the business partner.

Registration Number Sequence(BP)

The tax registration number assigned to your business partner's company by the tax authorities.

Note
  • This field is enabled and mandatory only if the Claim Method is set to Reimburse Costs.
  • The value in this field is defaulted from the Registration Numbers By Financial Company (tctax9140m00l) session.
  • Infor LN defaults the GSTIN of the supplier based on the location(state) of the ship from address.
Tax Number (BP)

The tax number of the business partner.

Note

This field is enabled only if the Claim Method is set to Reimburse Costs.

ASV Origin

The option or method that indicates the origin of the assessable value used to calculate the GST.

Allowed values

ASV Origin

Note
  • If this value is set to Order Line, Infor LN defaults the order line value as the ASV Price In Inventory Unit.
  • If this value is set to Manual, you can specify the value for the ASV Price In Inventory Unit.
Assessable Value

The assessable value of the item.

Note

This field is enabled only if the Claim Method is set to Reimburse Costs.

Taxable ASV

The total assessable value of the item, on which the GST is calculated.

 

Tax Breakdown Structure

Starts the Tax Breakdown Structure (tctax9141m10l) session. This session displays the tax structure defined for the selected tax code.