Using the Customer Claim Workbench

Filtering the claims and the claim lines:

To filter the claims and the claim lines, you can specify the header data such as the Sold-to Business Partner, the Service Office, the Item, the Serial Number, and the Sales Reference System.

You can also use the options that are specific to the claims and the claim lines. These options are based on:

• The completion time and the claimed amount of the claim.
• The status and the claim method of the claim lines.

You can view the count of the claims and the claim lines when a filter is applied. The value of the count is also updated based on the values specified in the Customer or the Item groupboxes.

If you select a claim, the claim lines that are linked to the selected claim are displayed based on the filters you select.

Using the workbench session:

You can use the workbench session to create and process the claims and the claim lines.

The Next Step field for the claims and the claim lines displays the process that is next executed for the claims and the lines. You can use the Execute Next Step option to execute the process specified in the Next Step field for the claims and the claim lines.

For the claims, you can also perform actions such as:

• Approve
• Reject
• Submit
• Generate Supplier Claim
• Link Non-Conformance Report

For the claim lines, you can also perform actions such as:

• Approve
• Settle
• Reject
• Approve for Invoice Linking
• Approve Estimates

As part of the usability enhancement, the status of the claims and claim lines is displayed in specific colors.