Customer Claim Lines (tscmm1110m000)

	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. Related topics 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 Warranties Warranty handling on service order/activity/maintenance sales order Warranty handling on customer claims 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 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 Line The customer claim line number. Workflow Status The status that is applicable for the claim line that requires authorization using ION Workflow. When you submit a customer claim line for the approval, a checked-out version is created for the claim line. The claim line is set to Approved,but these changes are effective only after the approval/check-in. LN displays the status of the claim line as Pending Approval in ION Workflow. When the claim line is approves in the ION Workflow, the claim line is checked-in and the line status is set to Approved. LN does the following: Creating a billable line and related integrated transactions Handling the delivery line if the material is reimbursed When the claim line is rejected in the ION Work flow, the claim line is checked-in and the line status is set to Rejected. You cannot submit the rejected claim line again. Note Checked-out and checked-in objects are displayed in the Checked-out Objects (ttocm9599m000) session. The ION based workflow process does not apply to the approval of the customer claim line estimates. If the Return Material Required check box is selected for the claim line, LN allows you to approve the claim line only after the defective part is returned by the customer. For more information on setting up and using ION Workflow for business objects in LN, refer to the Infor LN Content Guide for Infor ION guide at Infor Xtreme. Related topics Workflow status process 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. Allowed values Customer Claim Line Status 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. Allowed values Generate Supplier Claim Note This field is not applicable if the Supplier Claims 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. 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 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 Code 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 Travelling 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. Allowed values Original Document type 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. Allowed values Customer Claim Tagged To 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.