Customer Claim Lines (tscmm1110m200)

	Customer Claim Lines (tscmm1110m200) Use this session to maintain the actual claim line details for claim and the reimbursement to the customer. In this session, the actual claimed details for a specific cost type are stored. You can approve or reject each claim line separately. This session also allows you to maintain the information about the material or the cost approved for reimbursement. In case a claim is rejected, this session allows you to maintain the rejection reason and rejection text. This session is displayed as a part of the Customer Claim (tscmm1600m100) session and cannot be accessed from the main menu. For more information, see: Customer Claim (tscmm1600m100) Customer Claim (tscmm1610m100) Using the Customer Claim Workbench Claim The unique code for customer claim. Note The claim number is defaulted with the series defined in User Profiles (tsmdm1150m000) session and is 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. 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. Allowed values Customer Claim Line Status Next Step The next step that must be executed to process the customer claim line. 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. Item The code of the item that is required to repair the item for which the claim is raised. Note 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. Task The code of the task. Note This field is only applicable when the Cost Type is set to Labor. Labor Type The code of the labor type. Claim Line Description The description or name of the claim line. Description The description or name of the code. 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. 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. 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. VAT Based On 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. Exempt If this check box is selected, LN exempts the tax. Own Tax Number The tax identification number. Claim Method The 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 the Items - Service (tsmdm2100m000) session if Cost Type is set to Material. External Text The information about the claim that is printed on external document. Internal Text The internal information about the claims. This information must not be printed on external documents. 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. Approval Text The reason for approving the claim line. Rejection text The reason for rejecting the claim line. 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. 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 Claim Method is set to Reimburse Costs. Currency The currency of the claim amount. Supplier Claim The code of the supplier claim that has been generated from the customer claim. Supplier Claim Line The line number of the supplier claim line. Status The status of the supplier claim. Allowed values Supplier Claim Line Status 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 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 This value is defaulted from Items - Service (tsmdm2100m000) 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. Generate Supplier Claim Indicates if a supplier claim must be generated. 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. Wait on Supplier Claim Approval If this check box is selected, LN allows you to approve the customer claim line only after the linked supplier claim is approved. Print Acknowledgement Required Indicates if printing an acknowledgement is part of the procedure. By default, LN sets 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. Allowed values Print on Invoice 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. 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. Serial Status The default status of the serialized item when the item is returned by a customer. Allowed values Serial Status 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. 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. Sales Reference System The order system in LN to which the claim refers. By default, this field is set to 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 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 set to 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. 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. 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. Residual Value The value at which the service company prices the item in the inventory. Currency The currency used to express the residual value. / The unit 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. 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. Infor LN allows you to select the measurement type from the Measurement Types by Serialized Item Group (tsmdm0171m000) session if the item specified in this session is part of a serialized item group, to which measurement types are linked. Else, you can select the measurement type from the Measurement Types (tsmdm0165m000) 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 Measured Value The item measurement value. Unit The unit in which the measured value is expressed. Measured Value 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. 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. Tax Amount The total Tax Amount that is invoiced to the customer. Approved By The code of the user who approves the claim line. By default, LN considers the user login code. However, you cannot change this data. Description The description or name of the code. Approval Date The date and time when the claim line is approved. LN considers the current date and time. 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. Rejected Quantity The quantity of the claim line that is rejected. Unit The unit in which the Approved Quantity is measured. Rejected Amount The amount of the claim line that is 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. Description The description or name of the code. Rejection Date The date and time when the estimated claim is rejected. LN considers the current date and time. Field Change Order The code of the field change order (FCO) linked to the claim line. Description The description or name of the code. 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. 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. Description The description or name of the code. 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. Tax Exemption Reason The exempt reason code if the tax is exempted. 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). BP Tax Number The tax identification number of the business partner. 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 set to 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). Execute Next Step Executes the process specified in the Next Step field. Approve Estimates Approves the estimated values for the claim. Release Materials for Approval Releases the material for approval and transfers from the warehouse to the service department. Approve Sets the status of the claim line as Approved. Approve for Invoice Linking Approves the linking of the invoice to the claim line. Settle Sets the status of the claim line as Settled. Reject Rejects the claim line.