| 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. 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. 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. 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.
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. 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. 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. 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. 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. 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. 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. 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. Description The description or name of the code. | |