Copying claim lines in the Dealer Workbench from an existing document

You can copy the claim lines from the original document created in LN. The document can be a sales order or shipment document.

To copy claim lines:

  1. Click New Claim in the details pane. The New Claim window is displayed.
  2. Specify the required information related to the claim.
  3. Select the Document Type on the Claim Lines toolbar. You can select Sales Order or Shipment.
  4. Select a document from the list of Documents.
  5. Click to view the lines linked to the selected document in the details window.
  6. Click OK to close the window.
  7. Click . The lines linked to the selected document are copied to the claim as the claim lines.
Note: 
  • The application deletes the existing claim lines that are created manually, when you copy the claim lines from a document.
  • When a document is selected, by default, all the document lines are selected. However, before copying the lines, you can clear the check boxes corresponding to the document lines that are not required.
  • You can also delete the claim line(s) after copying so that the line(s) is not linked to the claim.
  • For non-serialized items, the application checks the available claimed quantity that must be less than or equal to the maximum allowed claimed quantity. This check is also done for the non-serialized items that are part of dealer item structure or not part of item structure. If the claim check fails, an appropriate error message is displayed. You can manually reduce the claimed quantity for anonymous item.
  • For serialized items, multiple claim lines equal to the quantity specified on the document line are created, each with claimed quantity 1. You can manually delete the serialized claim lines.
  • After you copy the claim lines from an original document, you can add a new claim lines manually.
  • The drilldown option is not available for the claim lines copied from original document.
  • If the launching BP is sub- dealer than the sub- dealer can view the documents related to the sub-dealer and dealer.
  • The After Sales process must be executed for the serials to be displayed in the dealer workbench for serialized items.
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