Data Authorization Requirements for Customer Claims

The table explains the various roles that can be defined for the activities related to Service.

Authorized Roles Tasks Associated Attributes Permissions
Service Administrator
  • Creates and maintains customer claims
  • Releases claims to invoicing in case of credit note
  • Customer Claim
  • Service Administrator
  • Internal Sales Representative
  • Service Department
  • Enterprise Unit
  • Installation Groups
  • Serialized Items Other Attributes:
  • Item
  • Project
  • PCS Project
  • Business Partner
  • Warehouse
  • The employee can only view, create or modify assigned customer claims.
  • In the header of the claim:
    • The employee can only view and use assigned business partners.
    • The employee can only view and use assigned (PCS) projects.
    • The employee can only view and use assigned items.
    • The employee can only view and use assigned serialized items.
    • The employee can only view and use assigned installation groups.
  • In the lines of the claim:
    • The employee can only view and use assigned (PCS) projects.
    • The employee can only view and use assigned items.
    • The employee can only view and use assigned serialized items.
    • The employee can only view and use assigned warehouses.
Service Manager
  • Approves or rejects customer claims
  • Customer Claim
    • Service Administrator
    • Internal Sales Representative
    • Service Department
    • Enterprise Unit
  • The employee can only approve or reject assigned customer claims.
  • Approves and maintains approved quantity and/or amount or rejects the claim lines
  • Customer Claim
    • Service Administrator
    • Internal Sales Representative
    • Service Department
    • Enterprise Unit
  • The employee can only approve, maintain or reject lines of assigned customer claims.
  • Generates supplier claim requests
  • Customer Claim
    • Service Administrator
    • Internal Sales Representative
    • Service Department
    • Enterprise Unit
  • The employee can only generate supplier claim requests for assigned customer claims.