Supplier Claim Lines (tscmm2110m000)

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.

Line Status

The current status of the claim lines. LN populates the claim line status and you cannot set the status manually.

Allowed values

Free

Rejected

Canceled

Modified

Pending Approval Estimates

Pending Material Return

Pending Approval

Approved

Settled

Line

The supplier claim line number.

General

Installation

Installation Group

The code of the installation group of the (serialized) item for which the claim is generated.

Item

The item code of the installation.

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 installation.

Control

Claim Method

The Claim Method used to indicate how a claim is paid. The customer can be compensated financially or with Material.

Allowed values

Reimburse Materials

The customer will be reimbursed for material.

Reimburse Costs

The customer will be reimbursed for the total invoice value.

Return Material Required

If this check box is selected, LN allows you to approve the claim only after the defective part is returned by the customer.

Use Estimates

If this check box is selected, LN allows you to use estimates in the claim process. The estimated claim amount must be approved before approving the actual claim amount.

Print Supplier Claim Required

If this check box is selected, LN prints the supplier claim as a part of the claim procedure.

Acknowledgement

The status of the acknowledgement received from the supplier.

Print on Invoice

The print options for the cost line when the invoice amount is zero.

Note: 

• When the field is set to No Invoice, Invoice costs are considered as goodwill
• If the field is set to 'No Invoice' after the line is costed, the available invoice line in Invoicing is deleted.

Allowed values

Yes

The cost line is printed on the invoice when the invoice amount is zero.

No

The cost line is not printed on the invoice when the invoice amount is zero.

No Invoice

Invoice is not created for the cost line when the invoice amount is zero.

Not Applicable

Measurement Type

The code of the measurement type for which measurement is defined.

Note: LN allows you to select the measurement type from the Measurement Types by Serialized Item Group (tsmdm0171m000) session if the item specified in this session is part of a serialized item group, to which measurement types are linked. Else, you can select the measurement type from the Measurement Types (tsmdm0165m000) session.

Specification

Item

The item delivered by the supplier.

Note: 

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

Serial Number

The serial number of the item for which the claim is raised.

Note: This field is enabled only if the item is serialized.

Project

The project for which the supplier claim line 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 line is not yet approved.
• This field is applicable only if:
  • The Project is specified.
  • Project pegging is allowed for the specified Item.
  • A peg distribution with multiple distributions lines is not linked to the claim line.
• 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.
  • If the project peg specified on supplier claim header and the claim line is not created by copying from an original document, then always take over from the supplier claim header.

Peg Distribution

Indicates that project peg distribution exists for the supplier claim line.

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 line is not yet approved.
• This check box is cleared if a Project is specified and the Cost type of the claim line is not Material.
• LN selects this check box if:
  • A project is not specified.
  • Project peg distribution exists.
  • The Cost type of the claim line is Material.

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 line is not yet approved.
• This field is applicable only if:
  • The Project is specified.
  • Project pegging is allowed for the specified Item.
  • A peg distribution with multiple distributions lines is not linked to the claim line.
• 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.
• The project peg data is defaulted from the existing claim line if the claim is created by copying an existing claim line with the project peg data. Else, the project peg data is defaulted from the related supplier claim, only if the project specified for the supplier claim and the claim line are the same.

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 line is not yet approved.
• This field is applicable only if:
  • The Project is specified.
  • Project pegging is allowed for the specified Item.
  • A peg distribution with multiple distributions lines is not linked to the claim line.
• 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.
• The project peg data is defaulted from the existing claim line if the claim is created by copying an existing claim line with the project peg data. Else, the project peg data is defaulted from the related supplier claim, only if the project specified for the supplier claim and the claim line are the same.

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 line is not yet approved.
• This field is applicable only if the supplier claim line 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.

Claim Line Description

The description or name of the code.

Task

The code of the task.

Note: 

• This field is only applicable when the Cost Type is set to Labor.
• This field is defaulted from the Tasks (tsmdm0115m000) session.

Description

The description or name of the code.

Labor Rate Code

The code of the labor rate.

Description

The description or name of the code.

Cost Component

The code of the cost component. A cost component is a user-defined category for the classification of costs.

Description

The description or name of the code.

Claimed

Claimed Quantity

The quantity claimed to the supplier.

Note: This field is mandatory if the Cost Type is set to Material

Unit

The unit in which Claimed Quantity is measured.

Claimed Amount

The amount claimed to the supplier.

Note: 

• This field is mandatory if the Cost Type is not set to Material.

Currency

The currency of the Claimed Amount.

Reviewed By

The login code of the user who reviews the claim line.

Note: 

• This field is displayed only if:
  • The Supplier Claim Document Approval check box is selected in the Claim Management Parameters (tscmm0100m000)
  • When a Workflow Document Authorization (WFDA) is active in ION for supplier claims.
• The application defaults the login code of the current user and you cannot modify this value.

Review Date

The date and time when the claim line is reviewed.

Note: 

• This field is displayed only if:
  • The Supplier Claim Document Approval check box is selected in the Claim Management Parameters (tscmm0100m000)
  • When a Workflow Document Authorization (WFDA) is active in ION for supplier claims.
• The application defaults the current date and time, and you cannot modify this value.

Purchase Reference

Purchase Reference System

The order system in LN to which the claim refers. By default, the value in this field is set to Not Applicable.

Allowed values

Purchase Order

Purchase Schedule

Supplier Claim

Not Applicable

Purchase Document Type

The type of document related from the selected Purchase Reference System to which the claim refers to. The purchase document type can be an order, or an invoice.

Note: By default, LN displays the field as Not Applicable.

Allowed values

Order

Claims is based on an order.

Order History

Claims is based on an order history.

Not Applicable

Purchase Document Number

The number of the purchase reference to which the claim line refers. The number can be an order number or an invoice number. This field is enabled and mandatory when the Purchase Document Type field is set to a value other than Not Applicable.

Purchase Document Line

The line number in the purchase document to which the claim lines refers.

Purchase Document Sequence Number

The sequence number in the purchase document to which the claim lines refers.

Approval

Approved

Approved Quantity

The quantity approved for the claim.

Note: 

• The value in this field must be one if claim line item in Supplier Claim (tscmm2600m000) session is a serialized item.
• This field is not applicable, if the claim Status is set to Rejected.

Unit

The unit in which Approved Quantity is measured.

Approved Amount

The total Approved Amount calculated from the claim.

Tax Amount

The total Tax Amount that is invoiced from the supplier.

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

Approval Percentage

The percentage applied to the approved claimed amount on the claim line. LN defaults the value as 100 percent.

Tagged To

The type of claim cost to which claim lines are tagged.

Allowed values

Warranty

General

Not Applicable

Next Step

The next step that must be executed to process the supplier claim line.

Claim Handling Costs

If this check box is selected, the handling costs linked to the claim line are deducted from the total claimed amount.

Note: 

• This field is enabled only if:
  • The Cost Type field is set to Other and the Item is not specified.
  • The Claim Invoice Procedure for the related claim is set to Credit Note Based in the Supplier Claims (tscmm2100m000) session.

Picture

The picture of the item for which the claim line is created.

Note: This field is displayed only if the Cost Type field is set to Material.

Picture Required

If this check box is selected, a picture must be linked to the supplier claim line.

Note: 

• This check box is applicable only if the Cost Type of the supplier claim line is set to Material.
• This setting is defaulted from:
  1. Items - Service (tsmdm2100m000)
  2. Service Types (tsmdm0130m000)

Approved By

The code of the user who approves the claim line. 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 line is approved. LN considers current date and time. However, you cannot change this data.

Approval Action

The action for the approved quantity.

Allowed values

Keep and Take Ownership

• Customer Claim

  The item is sent back to the warehouse as company owned.

• Supplier Claim

  The item remains at supplier site as owned by supplier.

Return to Customer

• Customer Claim

  The item is sent back to the warehouse as customer owned. A new warehouse order is created to send the item back to the customer.

• Supplier Claim

  The supplier returns the item back to their customer (the party who created the supplier claim).

Scrap

The item is scrapped.

Rejected

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.

Description

The description or name of the code.

Rejected By

The code of the user who rejects the claim line. 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 Action

The action to be taken on the rejected material.

Allowed values

Keep and Take Ownership

• Customer Claim

  The item is sent back to the warehouse as company owned.

• Supplier Claim

  The item remains at supplier site as owned by supplier.

Return to Customer

• Customer Claim

  The item is sent back to the warehouse as customer owned. A new warehouse order is created to send the item back to the customer.

• Supplier Claim

  The supplier returns the item back to their customer (the party who created the supplier claim).

Scrap

The item is scrapped.

Tax

Tax Classification

The tax classification code.

Description

The description or name of the code.

Exempt

If this check box is selected, LN exempts the tax.

Tax Country

Countries are the national states where your suppliers and customers are located. For each country you can define the country code, international dialing, telex, and fax codes. Countries are part of the data that you must set up for tax reporting. In addition, items can be grouped and selected according to their country of origin.

Note: 

• This field is only applicable if the claim method is Reimburse Costs and the Claim Invoice Procedure is set to Credit Note Based in Supplier Claim (tscmm2600m000) session.
• If a claim line with Claim Invoice Procedure field is set to Credit Note Based has CISLI data exist that cannot be updated.

Description

The description or name of the code.

Own Identification Number

The tax identification number.

Tax Code

The tax identification number.

Description

The description or name of the code.

Business Partner Tax Country

Countries are the national states where your suppliers and customers are located. For each country you can define the country code, international dialing, telex, and fax codes. Countries are part of the data that you must set up for tax reporting. In addition, items can be grouped and selected according to their country of origin.

Note: 

• This field is only applicable if the claim method is Reimburse Costs and the Claim Invoice Procedure is set to Credit Note Based in Supplier Claim (tscmm2600m000) session.
• This field is defaulted with the Original Business Partner Tax Country if the original document fields are populated, otherwise with the standard TCTAX defaulting DLL (manual sales invoice tax defaulting).

Business Partner Identification Number

The tax identification number of the business partner.

Exemption Certificate

The exemption certificate number if the tax is exempted.

Note: 

• This field is only applicable if the Exempt checkbox is selected.
• This field is defaulted with the Original Exemption Certificate if the original document fields are populated, otherwise with the standard TCTAX defaulting DLL (manual sales invoice tax defaulting).

Exemption Reason

The exempt reason code if the tax is exempted.

Texts

External Text

Information about the claim that is printed on external document.

Internal Text

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

Line Approval Text

The reason for approving the entire claim.

Line Rejection Text

The reason for rejecting the entire claim.

Line Invoice Text

Header information which should be printed on the sales credit note.