Customer Claim (tscmm1610m100)

Use this session to filter the customer claims and the customer claim lines based on the values you specify.

To filter the customer claims and the customer claim lines, you can also use the options that are specific to the customer claims and the customer claim lines.

When you select a claim, only the claim lines linked to that claim and that match the selected claim line filter, are displayed.

Note: When you access this session, the count for each filter is displayed as 0. You must use the Refresh Total option to view the updated counts.

Field Information

Sold-to Business Partner

The code of the sold-to business partner.

Description

The description or name of the code.

Internal Sales Representative

The code of the employee.

Note: The value in this field is defaulted from the Service User Profiles (tsmdm1150m000) session based on the login ID of the user.

Description

The description or name of the code.

Service Office

The code of the service department.

Description

The description or name of the code.

Sales Reference System

The order system in LN to which the claim refers.

Allowed values

Call: Original order system (call number) must exist in calls.
Claim: Original order system must exist in claims.
Service Order: Original order system must exist in service order.
Maintenance Sales Order: Original order system must exist in maintenance sales orders.
Sales Order: Original order system must exist in sales orders.
Sales Schedule: Original order system must exist in sales schedule
Not Applicable

Sales Document Type

The type of document related to the selected Sales Reference System, to which the claim refers.

Allowed values

Order: Claims is based on an order.
Order History: Claims is based on an order history.
Invoice: Claims is based on an invoice.
Not Applicable

Sales Document Number

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 other than Not Applicable.

Installation Group

The code of the installation group.

Description

The description or name of the code.

Item

The code of the item.

Note: You can specify an item linked to a PCS project with the status set to Active or Closed in the Projects (tipcs2101m000) session. If you select an item linked to a Closed project, the In-Service check box must selected for the project in the General Projects (tcmcs0552m000) session.

Serial Number

The serial number of the serialized item.

Item Description

The description or name of the code.

Period

The period. The period range for which the claims are displayed.

Period Unit

The unit in which the period is expressed.

Current Period

Click Current Period to activate this filter. The claims that have the Planned Delivery Time between the current day and the last day of the specified period, are displayed. LN selects the related check box.

Next Period

Click Next Period to activate this filter. The claims that have the Planned Delivery Time in the next period (after the current period) are displayed. LN selects the corresponding check box when you apply this filter.

Previous Period

Click Previous Period to activate this filter. The claims that have the Planned Delivery Time in the previous period (before the current period) are displayed. LN selects the corresponding check box when you apply this filter.

Overdue

Click Overdue to activate this filter. The claims that have the Planned Delivery Time before the current day, are displayed. LN selects the corresponding check box when you apply this filter.

Unplanned

Click Unplanned to activate this filter. The claims for which the Planned Delivery Time is not specified, are displayed. LN selects the corresponding check box when you apply this filter.

Threshold Amount

The threshold amount for the claimed amount.

Currency

The currency in which the threshold amount is expressed. The claims that use this currency are only displayed.

Less than

Click Less than to activate this filter. The claims that have the Claimed Amount less than the threshold amount, are displayed. LN selects the corresponding check box when you apply this filter.

Note: You can use this filter in combination with the Equal to filter.

Equal to

Click Equal to to activate this filter. The claims that have the Claimed Amount equal to the threshold amount, are displayed. LN selects the corresponding check box when you apply this filter.

Note: You can use this filter in combination with the Less than and the Greater than filters.

Greater than

Click Greater than to activate this filter. The claims that have the Claimed Amount greater than the threshold amount, are displayed. LN selects the corresponding check box when you apply this filter.

Note: You can use this filter in combination with the Equal to filter.

Zero Amount

Click Zero Amount to activate this filter. The claims that have the Claimed Amount equal to zero, are displayed. LN selects the corresponding check box when you apply this filter.

Pending Approval Estimates

Click Pending Approval Estimates to activate this filter. The claim lines with the status, Pending Approval Estimates, are displayed. LN selects the corresponding check box when you apply this filter.

In Department for Approval

Click In Department for Approval to activate this filter. The claim lines, for which the Item in Department for Approval check box is selected, are displayed. LN selects the corresponding check box when you apply this filter.

Reimburse Materials

Click Reimburse Materials to activate this filter. The claim lines with the claim method, Reimburse Materials, are displayed. LN selects the corresponding check box when you apply this filter.

Pending Material Return

Click Pending Material Return to activate this filter. The claim lines with the status, Pending Material Return, are displayed. LN selects the corresponding check box when you apply this filter.

Reimburse Costs

Click Reimburse Cost to activate this filter. The claim lines with the claim method, Reimburse Costs, are displayed. LN selects the corresponding check box when you apply this filter.

Overdue Receipts

Click Overdue Receipts to activate this filter. The claim lines, for which the Return Material Required check box is selected and the Planned Receipt Time of the linked customer receipt line is before the current date, are displayed. LN selects the corresponding check box when you apply this filter.

Pending Supplier Approval

Click Pending Supplier Approval to activate this filter. The claim lines with the status, Pending Supplier Approval, are displayed. LN selects the corresponding check box when you apply this filter.

Pending Review

Click Pending Review to activate this filter. The claims with the Pending Review status are displayed. LN selects the corresponding check box when you apply this filter.

Note: This filter option is displayed only if the Customer Claim Document Approval check box is selected in the Claim Management Parameters (tscmm0100m000) session.

Pending Approval

Click Pending Approval to activate this filter. The claim lines with the status, Pending Approval, are displayed. LN selects the corresponding check box when you apply this filter.

Approved for Invoice Linking

Click Approved for Invoice Linking to activate this filter. The claim lines with the status, Approved for Invoice Linking, are displayed. LN selects the corresponding check box when you apply this filter.

Claimed Amount (Graph)

The graph displays the claimed amount against the approved amounts. These amounts are split into material, labor, tooling and other cost that are approved and rejected.