Supplier Claims (tscmm2100m000)

Field Information

Claim

The unique code for supplier claim.

Note: The Claim number is defaulted with the series defined in User Profiles (tsmdm1150m000) session and are 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.

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

Free

Modified

Pending Approval

Approved

Rejected

Canceled

Closed

Workflow Status

The status of the workflow in ION.

Note: This field is displayed only when workflow is active for Supplier Claims.

Supplier Claim Document Approval

Indicates if the supplier claim document can be approved for the entire supplier claim or for each claim line.

Note: 

• This check box is displayed and applicable only if:
  • The Supplier Claim Document Approval check box is selected in the General Service Parameters (tsmdm0100m000) session.
  • When a Workflow Document Authorization (WFDA) is not active in ION for supplier claims. If the WFDA is active in ION, the claim header and line status is set to Approved after approval in ION.
• This setting is defaulted from the Claim Management Parameters (tscmm0100m000) session.

Partially Approved

If this check box is selected, LN indicates that a claim line is partially approved. This is a display field.

Claim

Control

Claim Origin

The origin of the claim. By default, this field is set this to Manually.

Allowed values

Manually

The supplier claim is generated manually.

Customer Claim

Supplier claim is generated from customer claim.

Service Order

Supplier claim is generated from service order.

Maintenance Sales Order

Supplier claim is generated from maintenance sales order.

Service Type

The code of the service type. Service type allows user to define a set of characteristics for claims which can be linked to a new supplier claim. Service type also defines steps to be executed in the claim procedure. The service type has the default procedural settings for a supplier claim, such as the Claim Method and the Claim Invoice Procedure.

Note: 

• When claim lines are present the service type is read-only.
• Only service types with a defined Claim Invoice Procedure can be used.

Description

The description or name of the code.

Claim Invoice Procedure

The procedure that determines if the claim flow is Credit Note Based or Invoice Based. The Claim Invoice Procedure determines if the customer expects a sales credit note from the service organization (credit note based) or if the service organization expects a purchase invoice from the customer.

Allowed values

Credit Note Based

Service organization receives a purchase credit note from the supplier.

Invoice Based

Service organization sends a sales invoice to the supplier.

Not Applicable

Note: LN defaults the Claim Invoice Procedure value from the Service Types (tsmdm0130m000) session.

Buy-From

Business Partner

The unique code of the buy-from business partner.

Description

The description or name of the code.

Address

The address of the sold-to business partner.

Contact

The unique code of the contact details of the buy-from business partner.

Note: 

• The value of the Contact field is display only if the claim Status is Rejected, Canceled or Closed.
• The Contact is defaulted with the contact of the Business Partner defined in Contacts by Business Partner Role (tccom4545m000) session.

Full Name

The description or name of the code.

Claim

External Claim Text

Information about the claim that is printed on external document.

Purchase Reference

Purchase Reference System

The order system in LN to which the claim refers to. By default, LN displays the field as Not Applicable.

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

Purchase Document Type

The type of document related to the selected original order system to which the claim refers to. By default, LN displays the field as Not Applicable. A claim can be based on the original document. The original document type can be an order.

Allowed values

Order

Claims is based on an order.

Order History

Claims is based on an order history.

Not Applicable

Purchase Document Number

The document number of the original document type. The number can be an order number only. This field is enabled and mandatory when the Purchase Document Type field is set to a value other than Not Applicable.

Project

The project for which the supplier claim is created.

Note: 

• This field is displayed only if the Project Pegging check box is selected in the Implemented Software Components (tccom0100s000) session.
• This field is enabled only if the claim is not approved.
• You must specify a value if in the Items (tcibd0501m000) session, the Mandatory Project Peg check box is selected for the item specified for the claim.
• The specified project is valid only if:
  • The project is TP Project.
  • The status of the project is not set to Closed.
  • You can access the project.

Project Element

The element linked to the project

Note: 

• This field is displayed only if:
  • The Project Pegging check box is selected in the Implemented Software Components (tccom0100s000) session.
  • The Element check box is selected in the Project Parameters (tppdm0100s000) session.
• This field is enabled only if:
  • The claim is not yet approved.
  • The Project is specified.
• You can specify an element that is linked to the specified Project
• You must specify a value if in the Items (tcibd0501m000) session, the Mandatory Project Peg check box is selected for the item specified for the claim.
• LN defaults the element from the Costing Breaks - Service Material (tppdm3103m000) session based on the Project and the Item specified for the supplier claim.

Project Activity

The activity linked to the project.

Note: 

• This field is displayed only if:
  • The Project Pegging check box is selected in the Implemented Software Components (tccom0100s000) session.
  • The Activity check box is selected in the Project Parameters (tppdm0100s000) session.
• This field is enabled only if:
  • The claim is not yet approved.
  • The Project is specified.
• You can specify an activity that is linked to the specified Project.
• You must specify a value if in the Items (tcibd0501m000) session, the Mandatory Project Peg check box is selected for the item specified for the claim.
• LN defaults the activity from the Costing Breaks - Service Material (tppdm3103m000) session based on the Project and the Item specified for the supplier claim.

Project Peg Origin

The origin of the project peg.

Allowed values

Costing Break

Not Applicable

Manual

Top Demand

Note: 

• This field is displayed only if the Costing Breaks check box is selected in the Implemented Software Components (tccom0100s000) session.
• This field is enabled only if the supplier claim is not yet approved.
• This field is applicable only if the supplier claim is project pegged.
• By default, this field is set to Not Applicable, if the Costing Breaks check box is cleared in the Implemented Software Components (tccom0100s000) session. If the check box is selected, this field can be set to Manual or Costing Break.

Reference

Supplier Order Number

The number assigned to the claim by the buy-from business partner. You can specify the Supplier Order Number only when the claim status is set to Rejected, Canceled or Closed.

First Invoice Reference

The reference information about the business partner that you want to print on the purchase invoice.

Note: 

• This field is not enabled if Total Invoice field is checked, and the claim header Status is Approved or more.

Second Invoice Reference

The reference information about the business partner that you want to print on the sales invoice.

Note: This field is not enabled if Total Invoice field is checked, and the claim header Status is Rejected, Approved or more.

Installation

Installation

Installation Group

The code that identifies the installation group for which the claim is raised.

Note: The installation group must be the same as the installation group of the serialized item, in case a serialized item is defined.

Description

The description or name of the code.

Item

The item for which the claim is raised.

Note: 

• In case, the item is defined without a serial number, the item must be defined in Items - Service (tsmdm2100m000) session.
• You can select an item of the type, Subcontracted Service if the Cost Type is set to Subcontracting.

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 buy-from business partner of the serialized item must be the same as the Business Partner of the claim .

Description

The description or name of the code.

Failure Date

The date and time when the malfunctioning of the part is reported. This date and time is used to identify the related active warranty or a service contract and price determination.

Note: By default, LN displays the claim Creation Date as Failure Date.

Coverage Time

The time used to determine the applicable warranty for the supplier claim.

Coverage Type

The coverage type that is used to register the warranty coverage allocation.

Description

The description or name of the code.

Warranty

The warranty linked to the supplier claim.

Description

The description or name of the code.

Shipping

Ship-From

Business Partner

The code of the ship-from business partner who ships the new parts.

Note: 

• The ship-from business partner is defaulted from the buy-from business partner defined in Business Partners (tccom4500m000) session.

Address Code

The code of the ship-from address.

Contact

The contact linked to the ship-from business partner.

Note: 

• The ship-from business partner is defaulted from the buy-from business partner defined in Business Partners (tccom4500m000) session.
• This field is not enabled if the claim Status is Rejected, Canceled or Closed.

Delivery

Delivery Terms

The delivery terms code.

Note: The Delivery Terms are defaulted with the terms of delivery from the Business Partner role.

Description

The description or name of the code.

Point of Title Passage

The point of title passage code.

Description

The description or name of the code.

Invoicing

Invoice Business Partner

Business Partner

The code of the invoice-from business partner.

Address Code

The code of the address of the invoice business partner.

Note: The address is defaulted with the service department defined for Invoice business partner.

Contact

The contact linked to the business partner role.

Note: 

• This field is not enabled if the claim Status is Rejected, Canceled or Closed.
• When the Claim Invoice Procedure is set to Credit Note Based, LN defaults the contact of the service department of the Invoice-from business partner. If the Claim Invoice Procedure is set to Invoice Based, LN defaults the contact linked to the Invoice-to business partner.

Description

The description or name of the code.

Invoicing

Line of Business

The group of customers, suppliers, or employees that work in the same business sector. Lines of business can be used as selection criteria when generating reports or inquiries of statistical and historical data.

Note: 

• This field is defaulted with the line of business of the Business Partner role.
• This field is not enabled If Total Invoice field is checked, and the claim header Status is set to Approved or more.

Description

The description or name of the code.

Payment Terms

The agreement for invoice payment. The payment terms include:

• The period within which invoices must be paid.
• The discount granted if an invoice is paid within a given period.

The payment terms allow you to calculate:

• The date on which the payment is due.
• The date on which the discount periods expire.
• The discount amount.

Note: 

• The value is defaulted from the Payment Terms data defined for the Invoice-from business partner.
• This field is not enabled if:
  • A claim line with the Claim Invoice Procedure field is set to Credit Note Based and includes CISLI data that cannot be updated.
  • The Total Invoice field is checked, and the claim header Status is Approved or more.

Description

The description or name of the code.

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.

Note: 

• The value is defaulted from the Payment Terms data defined for the Invoice-to business partner.
• If Total Invoice field is checked, and the claim header Status is Approved or more.

Description

The description or name of the code.

Payment Method

The code of the payment method. Payment Method indicates how the credit note is paid in Cash Management .

Note: 

• The value is defaulted from the Payment Terms data defined for the Invoice-from business partner.
• This field is not enabled:
  • If a claim line with the Claim Invoice Procedure field is set to Credit Note Based and includes CISLI data that cannot be updated.
  • If Total Invoice field is checked, and the claim header Status is Approved or more.

Description

The description or name of the code.

Invoice Text

The header information printed on the sales credit note.

Note: 

This field is applicable only:

• If the Claim Invoice Procedure field is set to Credit Note Based.
• If Total Invoice field is checked, and the claim header Status is Approved or more.

Total Invoice

If this check box is selected, LN releases all the claim lines to central Invoicing when the claim Status is set to Approved. If this check box is cleared, the claim lines are released to central invoicing individually, when the claim Line Status is Approved.

Note: This field is defaulted with Total Invoice field in the Claim Management Parameters (tscmm0100m000) session.

Tax

Tax Classification

The tax classification code.

Description

The description or name of the code.

Financials

Financials

Currency

The currency in which the claim amount is expressed.

Description

The description or name of the code.

Rate Type

The rate type used to covert the invoice currency to the home currencies of the invoice company. You can assign different currency exchange rates to different invoice-from business partner and/or to different types of transactions (purchase, sales, and so on).

Note: 

• LN considers the invoice-from BP rates as the default exchange rate if the Claim Invoice Procedure field is set to Credit Note Based driven. If not, LN considers the sales rate type defined for the service department as the default exchange rate.
• LN considers the invoice-from business partner rates as the default exchange rate if the Claim Invoice Procedure field is set to Invoice Based. If not, LN considers the purchase rate type defined for the service department as the default exchange rate.

Description

The description or name of the code.

Rate Determiner

The rate determiner. LN converts amounts from the transaction currency to the home currency using the currency rate that is valid according to the rate determiner that applies to the transaction. By default, LN considers 'Document Date' as the rate determiner.

Allowed values

Document Date

LN uses the rate that is valid on the date and time on which the documents are created. The Document Date rate determiner applies to all types of transactions. You can manually change the rate.

The rate is updated by Invoicing when the invoice is posted.

Manually Entered

You can manually enter the rate. By default, LN uses the rate that is valid on the date and time on which the documents are created. The Manually Entered rate determiner applies to all types of transactions.

Delivery Date

If the goods are not yet delivered, LN uses the rate that is valid on the order date. However, if this order date is in the past, LN uses the rate that is valid on the current date.

If the goods are delivered, LN uses the rate that is valid on the actual delivery date.

The Delivery Date rate determiner only applies to sales orders, service orders, and sales invoices. You cannot manually change the rate.

Receipt Date

LN uses the rate that is valid on the date and time on which you expect to receive the goods. The Receipt Date rate determiner only applies to purchase orders and purchase invoices. You cannot manually change the rate.

Expected Cash Date

LN uses the rate that is valid on the date and time at which payment of the sales invoice or purchase invoice is expected.

Expected cash date = expected delivery/receipt date + payment period 

The payment period is specified in the Payment Terms (tcmcs0113s000) session. The Expected Cash Date rate determiner applies to all types of transactions. You cannot manually change the rate.

The rate is updated by Invoicing when the invoice is posted.

Fixed

You can use this rate determiner only for a dependent currency system or a single currency system. The Fixed rate determiner applies to all types of transactions.

If you manually enter the rates between the transaction currency and the reference currencies, the rate is fixed. If you do not manually enter the rates, the rate is not fixed and LN uses the rate that is valid on the date and time on which the documents are created.

Fixed Hard

You can use this rate determiner only for an independent currency system. The Fixed Hard rate determiner applies to all types of transactions.

If you manually enter the rate between the transaction currency and the reporting currencies, the rates are fixed. The local currency rate is based on the document date of the actual document.

If you do not manually enter the rate between the transaction currency and the reporting currencies, the rates are not fixed and LN uses the rates that are valid on the date and time on which the documents are created.

Fixed Local

You can use this rate determiner only for an independent currency system. The Fixed Local rate determiner applies to all types of transactions.

If you manually enter the rate between the transaction currency and the local currency, the rate is fixed. The other rates are based on the document date of the actual document.

If you do not manually enter the local currency rate, the rate is not fixed and LN uses the rate that is valid on the date and time on which the documents are created.

Fixed Local and Hard

You can use this rate determiner only for an independent currency system. The Fixed Local and Hard rate determiner applies to all types of transactions.

If you manually enter the rate between the transaction currency and the home currencies, the rates are fixed. The local currency rate is based on the document date of the actual document.

If you do not manually enter the rates between the transaction currency and the home currencies, the rates are not fixed and LN uses the rates that are valid on the date and time on which the documents are created.

Note: LN defaults the Rate Determiner value of the Business Partner.

Rate/Rate Factor

The currency exchange rate used in the currency conversion process. (The factor/rate by which an amount in a different currency is multiplied to calculate the amount in the currency base).

Rate/Rate Factor

The rate factor.

Rate/Rate Factor

The rate for a currency base-unit.

Payment

Pay Business Partner

The business partner from whom you receive payments. This usually represents a customer's accounts payable department. The definition includes the default currency and exchange rate, the customer's bank relation, the type of reminders you send to the business partner, and the frequency of sending reminders. This field displays the pay-by business partner who receives the approved/claimed amount if the Claim Invoice Procedure is of type Credit Note Based. This field displays the pay-to business partner if the Claim Invoice Procedure is Invoice Based.

Address Code

The code for the address of the pay by business partner.

Contact

The code for the contact linked to the business partner role.

Note: 

This field is not enabled:

• If the claim Status is Rejected, Canceled or Closed.
• If the Claim Invoice Procedure is set to Credit Note Based, LN defaults the contact of the service department of the Pay-by business partner. If the Claim Invoice Procedure is set to Invoice Based, LN defaults the contact linked to the Pay-by business partner.

Contact

The description or name of the code.

Internal

Internal

Service Office

The service department authorized to handle the claim.

Note: 

• By Default, LN populates the service department defined in the Service Offices by User Profile (tsmdm1155m000) session.

Description

The description or name of the code.

Internal Contact

The code of the employee handling the claim. By default, LN populates the service representative defined in the Employees - Service (tsmdm1140m000) session.

Note: The service representative must be employed on the current date.

Name

The description or name of the code.

Creation Date

The date and time the claim is created. By default, LN considers the date and time when the claim is created.

Latest Finish Time

The latest finished time scheduled (for internal purpose) / agreed (with clients) for claim handling.

Planned Receipt Time

The planned date and time when the claim must be delivered. The planned delivery date and time is used for the material transactions in case the Claim Method field is set to Reimburse Materials. By default, LN considers the current date and time as the planned delivery date and time.

Internal Claim Text

The Text for internal information about the claims. This information must not be printed on external documents.

Approval

Totals

Claimed Amount

The total Claimed Amount calculated from the claim. You cannot modify the value if Status of the claim is set to Approved.

Approved Amount

The total approved amount calculated from the claim.

Rejected Amount

The total amount rejected from the Claimed Amount.

Estimates

Approved By

The code of the user who approves the claim. By default, LN considers the current user login code. However, you cannot change this data.

Note: You must enter the value in this field when the claim Status is set to Approved.

Approval Date

The date and time when the claim is approved. LN considers current date and time. However, you cannot change this data.

Approved

Approval Registered By

The code of the user who approves the claim. By default, LN considers the current user login code. However, you cannot change this data.

Note: You must enter the value in this field when the claim Status is set to Approved.

Approval Date

The date and time when the claim is approved. LN considers current date and time. However, you cannot change this data.

Approval Percentage

The percentage applied to all approved claimed amounts on the claim lines. LN defaults the value as 100 percent.

Rejected

Rejection Registered By

The code of the user who rejects the claim. By default, LN populates the current user login code. However, you cannot change this data.

Note: You must enter the value in this field when the claim Status is set to Rejected.

Rejection Date

The date and time when the claim is rejected. LN populates current date and time. However, you cannot change this data.

Rejection Reason

The code of the rejection reason. LN defaults the reason code defined in the Reasons (tcmcs0105m000) session.

Note: The Reason Type must be set to Claim Rejection in Reasons (tcmcs0105m000) session.

Text

If this check box is selected, the details of the reason for rejecting the entire claim is attached to the claim.

Canceled

Canceled By

The code of the user who cancels the claim. By default, LN populates the current user login code. However, you cannot change this data.

Note: You must enter the value in this field when the claim Status is set to Canceled.

Cancel Date

The date and time when the claim is canceled. LN populates current date and time. However, you cannot change this data.

Cancel Reason

The code of the cancellation reason. LN defaults the reason code defined in the Reasons (tcmcs0105m000) session.

Note: 

• You must enter the value in this field when the claim Status is set to Canceled
• The Reason Type must be set to Cancellation in Reasons (tcmcs0105m000) session.

Text

If this check box is selected, the details of the reason for cancelling the entire claim is attached to the claim.