Customer Claims (tscmm1100m000)

	Customer Claims (tscmm1100m000) Use this session to register, review and process claims received from customers. A claim can be based on documents such as invoices, service orders, maintenance sales orders, sales orders and even a sales schedule. The claim is processed, based on the claim procedure defined in the Service Types (tsmdm0130m000) session. 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 only if the Item (serialized) and the Business Partner combination of the non-conformance report matches with the Item (serialized) and the Business Partner combination of a claim. The NCRs with different item/serial number or business partner are not displayed in the Non-Conformance Reports (qmncm1100m000) session. If the serialized item or the business partner is modified for a claim, the NCRs are unlinked. Related topics Customer claim process 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. Related topics To use number groups and series 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 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 Customer Claim Header Status Partially Approved If this check box is selected, LN indicates that a claim is partially approved. This implies that there is at least one rejected line. This is a display field. Control Claim Origin The origin of the claim. By default, this field is set this to Manually. Allowed values Customer Claim Origin Service Type The code of the service type. Service type allows users to define a set of characteristics for claims which can be linked to a customer claim. Service type also defines steps to be executed in the claim procedure. The service type has the default procedural settings for the Claim Invoice Procedure. Note This field is not enabled if the claim lines are present. 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. Sold-To Sold-to Business Partner The unique code of the sold-to business partner from which the claim is received. Description The name of the sold-to business partner from which the claim is received. Address The address of the sold-to business partner. Address The description or name of the code. Sold-to Contact The unique code of the contact details of the sold-to business partner. Note The value of the Sold-to Contact field is display only if the claim status is rejected, canceled or closed. The Sold-to Contact is defaulted with the contact of the sold-to 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. Original Document 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 Note The Sales Reference System, Sales Document Type and Sales Document Number fields are only applicable when the Claim Invoice Procedure is Invoice Based. Sales 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 Sales Document Type can be an order, or an invoice. The purpose of the “original document” 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 customer claim. The original document concept eases the entry of the claim data, especially when the customer claim header was entered manually. Allowed values Original Document type Note When no history is registered, Order History option is not available for the Sales Document Type field. Document The code of the financial company of the original invoice. Note This field is enabled only when the Sales Document Type is Invoice. The Company Type field must be set to Financial or Both in Companies (tcemm1170m000) session. Document The transaction type code of the original invoice. This field is mandatory when the original document number is specified. Note This field is enabled only when Sales Document Type is set to Invoice and when the original invoice company is specified. Document The document number of the Sales Document Type. The number can be an order number or an invoice number. This field is enabled and mandatory when the Sales Document Type field is set to a value other than Not Applicable. Reference Customer Order Number The number assigned to the claim by the Sold-to Business Partner. The Customer Order Number cannot be changed anymore when the claim is Rejected, Canceled or Closed. First Invoice Reference The reference information about the business partner that you want to print on the sales invoice. Note You can only maintain this field if the Sold-to Business Partner field is specified and if the Claim Invoice Procedure field is set to Credit Note Based. This field is not enabled If a claim line with Claim Invoice Procedure 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. Second Invoice Reference The reference information about the business partner that you want to print on the sales invoice. Note You can only maintain this field if the Sold-to Business Partner field is specified and if the Claim Invoice Procedure field is set to Credit Note Based. 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. 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 The item must be defined in Items - Service (tsmdm2100m000) session. You can select an item of the type, Subcontracted Service if the Cost Type is set to Subcontracting. 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 sold-to business partner of the serialized item must be the same as the Sold-to 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 service contract and warranty for the claim. Coverage Type The coverage type that is used to determine the warranty or contract coverage allocation. Warranty The warranty linked to the claim. Related topics Warranties Description The description or name of the code. Service Contract The service contract linked to the claim. Related topics Service contracts Description The description or name of the code. In Use By In Use-by Business Partner The end customer ( business partner) using the installation on which the claim is registered. Note This field is not enabled if the claim Status is Rejected, Canceled or Closed. The in value in this field is defaulted from the Serialized Items (tscfg2100m000) session or when transferring a call to a customer claim, the in-use by data is taken from the call. Description The name of the in-use by business partner from which the claim is received. Address The in use-by business partner's address. Note This field is enabled only if the claim Status is Rejected, Canceled or Closed. The in value in this field is defaulted from the Serialized Items (tscfg2100m000) session. Address The description or name of the code. Contact Person The contact linked to the In Use-by Business Partner role. Note This field is not enabled if the claim Status is Rejected, Canceled or Closed. The in value in this field is defaulted from the Serialized Items (tscfg2100m000) session. Related topics Integration between LN and Twitter. In Use-by Operator Contact The contact linked to the In Use-by Operator Contact using the installation. Note This field is not enabled if the claim Status is Rejected, Canceled or Closed. The in value in this field is defaulted from the Serialized Items (tscfg2100m000) session. Ship-To Ship-to Business Partner The code of the ship-to business partner who ships the broken parts and receives replacement parts. Note The ship-to business partner is defaulted from the sold-to business partner defined in Business Partners (tccom4500m000) session. Description The name of the ship-to business partner. Ship-to Address The code of the ship-to address. Note Ship-to address is mandatory when the ship-to business partner is specified. Address The in ship-to business partner's address. Ship-to Contact The contact linked to the ship-to business partner. Note The ship-to business partner is defaulted from the sold-to 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 You can enter a value in this field only if the sold-to business partner field is specified. The Delivery Terms are defaulted with the terms of delivery from the Sold-to Business Partner role. Related topics Delivery terms Description The description or name of the code. Point of Title Passage The point of title passage code. Note You can only maintain this field if the sold-to business partner field is filled. Description The description or name of the code. Invoice Business Partner Invoice-to Business Partner The code of the invoice-to business partner. Note This field displays the invoice-to business partner who receives the approved/claimed amount if the Claim Invoice Procedure is of type Credit Note Based. This field displays the invoice-from business partner if the Claim Invoice Procedure is Invoice Based. Address The code of the address of the invoice business partner. Note The address is defaulted with the service department defined for Invoice business partner. Description The description or name of the code. Contact Person The contact linked to the invoice-to business partner. 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-to business partner. If the Claim Invoice Procedure is set to Invoice Based, LN defaults the contact linked to the Invoice-from business partner. Contact Person The description or name of the code. Invoicing Sales Type The sales type. Note This field Is enabled only if the Invoice-to business partner is specified and the Claim Invoice Procedure field is set to Credit Note Based. This field is not enabled If a claim line with Claim Invoice Procedure 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. 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 Sold-to Business Partner role. You can only maintain this field if the sold-to business partner field is filled and the Claim Invoice Procedure field is set to Credit Note Based. This field is not enabled: If a claim line with Claim Invoice Procedure 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. 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 You can only maintain this field if the invoice-to business partner field is filled and Claim Invoice Procedure is Credit Note Based. The value is defaulted from the Payment Terms data defined for the Invoice-to 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 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. 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 You can only maintain this field if the sold-to business partner field is filled and the Claim Invoice Procedure field is set to Credit Note Based. The value is defaulted from the Payment Terms data defined for the Invoice-to 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 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. Payment Method The code of the payment method. Payment Method indicates how the credit note is paid in Cash Management. Note You can only maintain this field only if the sold-to business partner field is filled and the Claim Invoice Procedure field is set to Credit Note Based. 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. Invoice Text The header information printed on the sales credit note. Note This field is only applicable if the Claim Invoice Procedure field is set to is Credit Note Based. This field is not enabled 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. 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 You can only maintain this field if the sold-to business partner field is specified and the Claim Invoice Procedure field is set to Credit Note Based. This field is defaulted with Total Invoice field in the Claim Management Parameters (tscmm0100m000) session. By default, this checkbox is not selected, if the Sold-to business partner is not specified. 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. 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. Financials Currency The currency in which the claim amount is expressed. Description The description or name of the code. Exchange Rate Type The rate type used to convert the invoice currency to the home currencies of the invoice company. You can assign different currency exchange rates to different invoice-to business partner and/or to different types of transactions (purchase, sales, and so on). Note LN considers the invoice-to 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 Sold-to 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 By 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. Note 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. Pay Address The code for the address of the pay by business partner. Contact Person 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. When 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 Person The description or name of the code. 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. This field is not enabled when claim lines are present. Description The description or name of the code. Internal Sales Representative 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 Delivery 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. Problem The code that identifies the problem. The problem must be an actual problem. Note This field is not enabled when the claim Status is Canceled, Rejected or Settled. This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. Description The description or name of the code. Solution The code of the solution. Note This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. Description The description or name of the code. Estimates Approved By The code of the user who approves the estimated claim. By default, LN considers the user login code. However, you cannot change this data. Approval Date The date and time when the estimated claim is approved. LN considers current date and time. However, you cannot change this data. 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. This field is mandatory if the Cost Type is set to Material in Customer Claim Lines (tscmm1110m000) session. Note The value in this field is defaulted from pricing or from parameters depending on the value specified in the Cost Type field. Approved Amount The total approved amount calculated from the claim. Rejected Amount The total amount rejected from the Claimed Amount. Approved 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. Approval 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 Rejected 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. Rate Date The date and time on which the currency rate is finalized for claims. Description The description or name of the code.