Claim Management

	Claim Management Customer claim process In Infor LN 10.2.1, you can 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 or a sales schedule. You can manually register a claim or copy a claim from the original document or from a call. After a claim is registered and submitted, you can approve, reject, or cancel the claim. For more information, refer to Customer claim process. Supplier claim process You can register, review and process supplier claims from a customer claim, service order, maintenance sales order. A claim can be based on documents such as invoices, service orders, purchase order or a purchase schedule. You can manually register a claim or copy a claim from the original document. After a claim is registered and submitted, you can approve, reject, or cancel the claim. For more information, refer to Supplier claim process. Generate Customer Claim and Service Order from Field Change Order You can generate a service order or a customer claim from a Field Change Order (FCO). You must set Order Type in the Field Change Order (tssoc5600m000) session to Service Order or Customer Claim. Infor LN defaults this value in the Field Change Order Lines (tssoc5110m000) session. Approval or Rejection of customer claim lines using the ION based workflow process The application allows the approval or rejection of customer claim lines using the ION based workflow process. 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 or check-in. The status of the claim line as Pending Approval in ION Workflow are displayed. When the claim line is approved in the ION Workflow, the claim line is checked-in and the status is set to Approved. When the claim line is rejected in the ION Work flow, the claim line is checked-in and the status is set to Rejected. You cannot resubmit a rejected claim line. Using the Customer Claim Workbench You can use the Customer Claim Workbench to view, filter and process the customer claims and the claim lines. The workbench also provides the user insight of the next required step in the claim procedure. Using the Supplier Claim Workbench You can use the Supplier Claim Workbench to view, filter and process the supplier claims and the claim lines. The workbench also provides the user insight of the next required step in the claim procedure.