Customer Claim Lines (tscmm1110m000)

Use this session to maintain the actual claim line details about what is claimed by the customer and what is reimbursed to the customer. 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 .

Note

A claim line cannot be approved or rejected, when open inspection exists.

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 customer 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.

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.

Line

The customer claim line number.

Line Status

The current status of the claim line. LN populates the claim status and you cannot set the status manually. By default, the claim Line Status is set to Free.

General
Control
Cost Type

The cost type of the claim line. By default, this field is set to Material.

Allowed values

Cost Type

Note

This field is read only if the Line Status is Pending Approval or more.

Claim Method

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

Allowed values

Claim Method

Note
  • The reimbursement of material is only allowed when Cost Type field is set to Material.
  • The value in this field is defaulted from Serialized Items (tscfg2100m000) session if Cost Type is set to Material.
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.

Note
  • The value in this field is defaulted from Serialized Items (tscfg2100m000) session if Cost Type is set to Material.
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.

Note
  • This field is not applicable if the Use Estimates checkbox in the Claim Management Parameters (tscmm0100m000) session is not selected.
  • This field is only applicable if the Claim Method is set to Reimburse Costs.
Generate Supplier Claim

This field indicates whether a supplier claim must be generated or not. Once the supplier claim is generated the value in this field is set to Generated.

Note
  • This field is not applicable if the Supplier Claim checkbox in the General Service Parameters (tsmdm0100m000) session is not selected.
  • After the Supplier Claim is generated this field is disabled.
Print Acknowledgement Required

The field displays whether printing an acknowledgement is part of the procedure. By default, LN set this field to Not Required.

Allowed values

Print Acknowledgement

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

Note

This field is only applicable if the value in the Claim Method field is set to Reimburse Costs and the Claim Invoice Procedure is set to Credit Note Based in Customer Claims (tscmm1100m000) session.

Specification
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 serial number must be present in the Serialized Items (tscfg2100m000) session.

Claim Line 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 that identifies the labor rate.

Note
  • This field is only applicable when the Cost Type is set to Labor.
  • This field is defaulted from the Labor Rate Codes (tcppl0190m000) session.
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.

Note
  • The value in this field is defaulted depending on the Cost Type:
    • If cost type is set to Material, the value in this field is defaulted from Items - Service (tsmdm2100m000) session.
    • if Cost Type is set to Labor, the value in this field is defaulted from Tasks (tsmdm0115m000) session.
    • if Cost Type is set to Traveling, the value in this field is defaulted from Cost Component for Traveling defined in Service Order Parameters (tssoc0100m000) session.
Description

The description or name of the code.

Claimed
Claimed Quantity

The quantity claimed by the customer.

Note
  • This field is mandatory if Cost Type is set to Material.
  • The value must be one (1) if the item is a serialized item.
Unit

The unit in which Claimed Quantity is measured.

Note

if the Item field is populated, the value in this field is defaulted from Items - Service (tsmdm2100m000) session.

Claimed Amount

The amount claimed by the customer.

Note

This field is mandatory if the Cost Type is not set to Material and the Claim Method is set to Reimburse Materials.

Currency

The currency of the claim amount.

Sales Reference
Sales Reference System

The order system in LN to which the claim refers. By default, LN displays the field as Not Applicable.

Allowed values

Original Order System

Sales Document Type

The type of document related from the selected Sales Reference System to which the claim refers. The sales document type can be an order, or an invoice. The purpose of the sales reference is to check if the claim is valid, to copy the original sold items, quantities and sales prices of the order or invoice to the sales order. The original document concept eases the entry of the claim data, especially when the customer claim header was entered manually.

Sales Document Number

The document number of the sales reference which can be an order number or an invoice number. This field is only applicable and also mandatory when Sales Document Type is other than Not Applicable.

Sales Document Line

The line number of the sales document to which the claim refers.

Sales Document Sequence Number

The sequence number of the sales document to which the claim refers.

Return Material
Service Inspection
Customer Claim Inspection Required

If this check box is selected, service inspection is required for the current claim line.

Note
  • This field is applicable only if the Use Inspections checkbox in the General Service Parameters (tsmdm0100m000) session is selected.
  • The value in this field is defaulted from the Items - Service (tsmdm2100m000) session.
  • For the claim line, If this check box is selected, inspection cannot be deleted.
Measurement Type

The code of the measurement type for which measurement is defined.

Note
  • This field is applicable only if the Use Inspections checkbox in the General Service Parameters (tsmdm0100m000) session is selected.
  • This field is applicable only if the Customer Claim Inspection Required checkbox is selected.
  • The value in this field is defaulted from Items - Service (tsmdm2100m000) session.
Description

The description or name of the code.

Position

The code of the position where the item is located.

Note

The value in this field is defaulted from Items - Service (tsmdm2100m000) session.

Description

The description or name of the code.

Inspection Status

The status of the service inspection.

Allowed values

Inspection Status

Unit

The unit in which the measured value is expressed.

Actuals
Serial Status

The default status of the serialized item when the item is returned by a customer.

Allowed values

Serial Status

Residual Value

The value at which the service company prices the item in the inventory.

Currency

The currency used to express the residual value.

Actual Delivery Time

The date and time when the claim is approved.

Warehouse Order Line

The warehouse order line linked to the customer claim. Warehouse order line number is used to identify the warehouse outbound line to allow the use of different items for one claim delivery line.

Approved Material
Approval Action

The action for the approved quantity.

Allowed values

Action For Item

Actual Receipt Time for Approved Quantities

The date and time when the approved material is received.

Warehouse Order Line for Approved Quantities

The warehouse order line linked to the approved customer claim. Warehouse order line number is used to identify the warehouse outbound line to allow the use of different items for one claim delivery line.

Rejected Material
Rejection Action

The action to be taken on the rejected material.

Allowed values

Action For Item

Actual Receipt Time for Rejected Quantities

The actual date and time when the rejected material is received.

Warehouse Order Line for Rejected Quantities

The warehouse order line linked to the rejected customer claim. Warehouse order line number is used to identify the warehouse outbound line to allow the use of different items for one claim delivery line.

Approval
Wait on Supplier Claim Approval

If this check box is selected, LN allows you to approve the customer claim only after the supplier claim is approved.

Approved
Approved Quantity

The quantity approved for the claim.

Note
  • This field is mandatory if the value in the Cost Type field is set to Material.
  • The value must be one (1) if the item is a serialized item.
Unit

The unit in which Approved Quantity is measured.

Note
  • This field is read only if the claim Line Status is set to Approved.
  • This field is mandatory if the Approved Quantity field is populated.
Approved Amount

The total Approved Amount for the claim.

Note

The claim amount is applicable only if Claim Method is set to Reimburse Materials.

Tax Amount

The total Tax Amount that is invoiced to the customer.

Approval Percentage

The percentage of the claim amount that is approved.

Note

This field is not applicable if the Claim Method is set to Reimburse Materials.

Tagged To

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

Note
  • The Tagged To options Contract/ Serialized Item Warranty is only allowed when a service contract/warranty is active for the installation defined on the customer claim header.
  • The Tagged To options Goodwill is always applicable.
  • By default, Tagged To field is set to Serialized Item Warranty/ Contract when warranty/contract is applicable for the installation defined on the customer claim header.
Approved By

The code of the user who approves the claim. By default, LN considers the user login code. However, you cannot change this data.

Approval Date

The date and time when the claim is approved. LN considers the current date and time.

Rejected
Rejection Reason

The code of the rejection reason. The code must be defined in 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.

Rejected By

The code of the user who rejects the claim. By default, LN populates the current user login code as the Rejected By code.

Rejection Date

The date and time when the estimated claim is rejected. LN considers the current date and time.

Tax
VAT Based On

If this check box is selected, VAT calculation is based on goods or services.

Allowed values

VAT Based on

Note
  • 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 a claim line with Claim Method field set to Reimburse Costs with the status Approved, and the Total Invoice field is unchecked.
    • If Total Invoice field is checked, and the claim header Status is Approved or more.
Tax Classification

The tax classification code.

Note
  • 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 a claim line with Claim Method field set to Reimburse Costs with the status Approved, and the Total Invoice field is unchecked.
    • If Total Invoice field is checked, and the claim header Status is Approved or more.
Description

The description or name of the code.

Exempt

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 Customer Claims (tscmm1100m000) 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

A code that identifies the tax rate and which determines how LN calculates and registers tax amounts.

Note
  • This field is only applicable if the Claim Method is set to Reimburse Costs and the Claim Invoice Procedure is set to Credit Note Based in Customer Claims (tscmm1100m000) 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.

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 Customer Claims (tscmm1100m000) 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.

Tax Exemption Certificate

The exemption certificate number if the tax is exempted.

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

Note
  • This field is only applicable if the Claim Invoice Procedure is Credit Note Based.
Warranty

The code of the warranty linked to the customer claim line.

Note

This field is enabled only if the Tagged To field is set to Generic Warranty.

Serialized Item Warranty

The code of the serialized item warranty linked to the customer claim line.

Description

The description or name of the code.

Covered by Warranty

If this check box is selected, the customer claim line is covered by a warranty coverage terms.

Note

This is a display field.

Service Contract

The code of the service contract linked to the customer claim line.

Description

The description or name of the code.

Covered by Contract

If this check box is selected, the customer claim line is covered by Service Contract coverage terms.

Note

This is a display field.

Description

The description or name of the code.