客户索赔 (tscmm1100m100)

使用此进程以登记、复审和处理从客户收到的索赔。此进程显示为客户索赔 (tscmm1600m100)进程的一部分,并且无法从主菜单访问。

如需更多信息,请参阅:

  • 客户索赔 (tscmm1600m100)
  • 客户索赔 (tscmm1610m100)
  • 使用客户索赔工作台

形式开票

要为客户索赔创建形式发票,可以使用“操作”菜单上的“处理客户索赔形式发票”选项。系统会显示处理客户索赔形式发票 (tscmm1291m000)进程,您可在其中根据成本类型选择客户索赔行,还可以针对客户索赔和链接至客户索赔的所选类型的客户索赔行处理形式发票。

要查看形式开票工作台 (cisli3640m000),可以使用“参考”菜单中的形式发票

索赔

The unique code for customer claim.

Description

代码的说明或名称。

状态

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 自由.

允许值

自由
已修改
待核准
已核准
已拒绝
已取消
已结算
下一步骤

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

买方业务伙伴

The unique code of the sold-to business partner from which the claim is received.

Description

The name of the sold-to business partner from which the claim is received.

买方联系人

The unique code of the contact details of the sold-to business partner.

Note: 

The 买方联系人 is defaulted with the contact of the sold-to business partner defined in 按业务伙伴角色列出的联系人 (tccom4545m000) session.

Full Name

代码的说明或名称。

服务部门

The service department authorized to handle the claim.

Note: 
  • By default, LN populates the service department defined in the 按用户配置文件列出的服务部门 (tsmdm1155m000) session.
  • This field is not enabled when claim lines are present.
Description

代码的说明或名称。

汇率确定方式

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.

允许值

按单据日期

LN 会使用在创建单据的日期和时间有效的汇率。 按单据日期汇率确定方式适用于所有类型的事务处理。 可以通过人工方式更改此汇率。

该汇率在过帐发票时由统一开票更新。

人工输入

可以通过人工方式输入此汇率。 默认情况下,LN 使用在创建单据的日期和时间有效的汇率。 人工输入汇率确定方式适用于所有类型的事务处理。

按交货日期

如果货物尚未交付,LN 将使用在订单日期有效的汇率。 但是,如果订单日期是过去时间,则 LN 使用当前日期有效的汇率。

如果货物已交付,LN 将使用在实际交货日期有效的汇率。

按交货日期汇率确定方式只适用于销售订单、服务订单和销售发票。 不能通过人工方式更改此汇率。

按收货日期

LN 会使用在预期收货日期和时间有效的汇率。 按收货日期汇率确定方式只适用于采购订单和采购发票。 不能通过人工方式更改此汇率。

按预期付款日期

LN 会使用在销售发票或采购发票的预期付款日期和时间有效的汇率。

预期付款日期 = 预期交货/收货日期 + 付款期 

付款条款 (tcmcs0113s000) 进程中已指定付款期。 按预期付款日期汇率确定方式适用于所有类型的事务处理。 不能通过人工方式更改此汇率。

该汇率在过帐发票时由统一开票更新。

固定汇率

只可以在相关转换货币系统或单一货币系统中使用此汇率确定方式。 固定汇率汇率确定方式适用于所有类型的事务处理。

如果人工输入事务处理货币与参考货币之间的汇率,则此汇率是固定汇率。 如果不是人工输入汇率,则汇率不是固定汇率。LN 将使用在创建单据的日期和时间有效的汇率。

固定变向汇率

只可以在独立转换货币系统中使用此汇率确定方式。 固定变向汇率汇率确定方式适用于所有类型的事务处理。

如果人工输入事务处理货币和报表货币之间的汇率,则此汇率为固定汇率。 当地汇率以实际单据的单据日期为基础。

如果不是人工输入事务处理货币与报表货币之间的汇率,则此汇率不是固定汇率。LN 将使用在创建单据的日期和时间有效的汇率。

固定外汇汇率

只可以在独立转换货币系统中使用此汇率确定方式。 固定外汇汇率汇率确定方式适用于所有类型的事务处理。

如果人工输入事务处理货币与当地货币之间的汇率,则此汇率是固定汇率。 其它汇率以实际单据的单据日期为基础。

如果不是人工输入当地汇率,则此汇率不是固定汇率。LN 将使用在创建单据的日期和时间有效的汇率。

固定外汇汇率及变向汇率

只可以在独立转换货币系统中使用此汇率确定方式。 固定外汇汇率及变向汇率汇率确定方式适用于所有类型的事务处理。

如果人工输入事务处理货币与本币之间的汇率,则此汇率是固定汇率。 当地汇率以实际单据的单据日期为基础。

如果不是人工输入事务处理货币与本币之间的汇率,则此汇率不是固定汇率。LN 将使用在创建单据的日期和时间有效的汇率。

Note: 

LN defaults the 汇率确定方式 value of the 买方业务伙伴.

汇率/货币因子

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.

业务伙伴

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.

Note: 

This field displays the pay-by business partner who receives the approved/claimed amount if the 索赔发票过程 is of type 基于贷方票据. This field displays the pay-to business partner if the 索赔发票过程 is 基于发票.

地址

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

联系人

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

Note: 
  • This field is not enabled if the claim 状态 is 已拒绝, 已取消 or已结算.
  • When the 索赔发票过程 is set to 基于贷方票据, LN defaults the contact of the service department of the Pay-by business partner. If the 索赔发票过程 is set to 基于发票, LN defaults the contact linked to the Pay-by business partner.
Contact Person

代码的说明或名称。

已索赔金额

The total amount claimed from the claim. This value is calculated based on the claim lines linked to this claim.

创建日期

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

创建者

The login code of the user who created the claim. LN considers the login code of the current user.

Description

代码的说明或名称。

最晚结束时间

The latest finish time scheduled (for internal purpose) or agreed (with clients) for claim handling.

计划交货时间

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 索赔方法 field is set to 偿还材料. By default, LN considers the current date and time as the planned delivery date and time.

内部索赔文本

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

问题

The code that identifies the problem. The problem must be an actual problem.

Description

代码的说明或名称。

货币

The currency of the amount.

解决方案

The code of the solution.

Note: 

This field is displayed only if the 使用诊断 check box is selected in the 通用服务参数 (tsmdm0100m000) session.

Description

代码的说明或名称。

已核准金额

The total approved amount calculated from the claim. This value is calculated based on the claim lines linked to this claim.

核准人

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

Description

代码的说明或名称。

核准日期

The date on which the estimated claim amount is approved.

核准人

The code of the user who approves the estimated claim amount.

Description

代码的说明或名称。

核准日期

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

核准百分比

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

拒绝者

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

Description

代码的说明或名称。

拒绝日期

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

拒绝原因

The code of the rejection reason.

Note: 
  • You must specify the value in this field when the claim 状态 is set to 已拒绝.
  • The 原因类型 must be set to 拒绝索赔 in 原因 (tcmcs0105m000) session.
文本

如果选中此复选框, the details of the reason for rejecting the entire claim is attached to the claim.

取消方

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

取消日期

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

取消原因

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

Note: 
  • You must enter the value in this field when the claim 状态 is set to 已取消.
  • The 原因类型 must be set to 取消 in the 原因 (tcmcs0105m000) session.
文本

如果选中此复选框, the details of the reason for cancelling the entire claim is attached to the claim.

拒收金额

The total amount rejected from the 已索赔金额. This value is calculated based on the claim lines linked to this claim.

地址

The address of the sold-to business partner.

费率日期

The date and time on which the currency rate is finalized for claims.

已索赔金额

The total estimated amount that is claimed.

已核准金额

The total estimated amount that is approved.

拒收金额

The total estimated amount that is rejected.

索赔来源

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

允许值

人工

已人工插入申报。

呼叫

申报来源于呼叫。

服务类型

The code of the service type used to define a set of characteristics for claims which can be linked to a customer claim. The service type also defines steps to be executed in the claim procedure. The service type has the default procedural settings for the 索赔发票过程.

Note: 
  • This field is not enabled if the claim lines are present.
  • Only service types with a defined 索赔发票过程 can be used.
说明

代码的说明或名称。

索赔发票过程

The procedure that determines if the claim flow is 基于贷方票据 or 基于发票.

允许值

基于贷方票据

服务组织会收到来自供应商的采购贷方票据。

基于发票

服务组织将销售发票发送给供应商。

不适用
Note: 

LN defaults this value from the 服务类型 (tsmdm0130m000) session.

提前结算

如果选中此复选框, a credit note or delivery line with reimbursed materials is created Immediately without waiting for the defective item to be received. This allows the claim line to be approved and settled in advance without waiting for the claimed part to be received from the customer.

Note: 
  • This field is applicable only if the customer claim check box is selected in the 已实施的软件组件 (tccom0500m000) session.
  • This field is defaulted from the 服务类型 (tsmdm0130m000) session.
地址

The address of the sold-to business partner.

姓名

代码的说明或名称。

外部索赔文本

Information about the claim that is printed on external document.

销售参考系统

The order system in LN to which the claim refers to.

允许值

呼叫

原始订单系统(呼叫编号)必须存在于呼叫中。

索赔

原始订单系统必须存在于申报中。

服务订单

原始订单系统必须存在于服务订单中。

维修销售订单

原始订单系统必须存在于维修销售订单中。

销售订单

原始订单系统必须存在于销售订单中。

销售计划

原始订单系统必须存在于销售进度计划中。

不适用
Note: 
  • By default, this field is set to 不适用.
  • The 销售参考系统, 销售单据类型 and 销售单据编号 fields are only applicable when the 索赔发票过程 is 基于发票.
销售单据类型

The type of document related to the selected original order system to which the claim refers to. By default, this field is set to 不适用. A claim can be based on the original document. The 销售单据类型 can be an order, or an invoice. The purpose of the “original document” is to check if the claim is valid, to copy the original sold items, quantities and sales prices of the order or invoice to the customer claim. The original document concept eases the entry of the claim data, especially when the customer claim header was entered manually.

允许值

订单

申报基于订单。

订单历史记录

申报基于订单历史记录。

发票

申报基于发票。

不适用
Note: 

When no history is registered, 订单历史记录 option is not available for the 销售单据类型 field.

销售单据编号

The code of the financial company of the original invoice.

Note: 
  • This field is enabled only when the 销售单据类型 is 发票.
  • The 公司类型 field must be set to 财务 or 二者 in 公司 (tcemm1170m000) session.
Document

The transaction type code of the original invoice. This field is mandatory when the original document number is specified.

Note: 

This field is enabled only when 销售单据类型 is set to 发票 and when the original invoice company is specified.

Document

The document number of the 销售单据类型. The number can be an order number or an invoice number. This field is enabled and mandatory when the 销售单据类型 field is set to a value other than 不适用.

客户订单编号

The number assigned to the claim by the 买方业务伙伴. The 客户订单编号 cannot be changed anymore when the claim is已拒绝, 已取消 or 已结算.

发票参考 A

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

Note: 
  • You can only maintain this field if the 买方业务伙伴 field is specified and if the 索赔发票过程 field is set to 基于贷方票据.
  • This field is not enabled
    • If a claim line with 索赔发票过程 set to 基于贷方票据 has CISLI data exist that cannot be updated.
    • If a claim line with 索赔方法 field set to 偿还成本 with the status 已核准, and the 整体开票 field is unchecked.
    • If 整体开票 field is checked, and the claim header 状态 is 已核准 or more.
发票参考 B

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

Note: 
  • You can only maintain this field if the 买方业务伙伴 field is specified and if the 索赔发票过程 field is set to 基于贷方票据.
  • This field is not enabled
    • If a claim line with 索赔发票过程 field is set to 基于贷方票据 has CISLI data exist that cannot be updated.
    • If a claim line with 索赔方法 field set to 偿还成本 with the status 已核准, and the 整体开票 field is unchecked.
    • If 整体开票 field is checked, and the claim header 状态 is 已核准 or more.
实际使用业务伙伴

The end customer (business partner) using the installation on which the claim is registered.

Note: 
  • This field is not enabled if the claim 状态 is 已拒绝, 已取消 or已结算.
  • The in value in this field is defaulted from the 序列化物料 (tscfg2100m000) session or when transferring a call to a customer claim, the in-use by data is taken from the call.
安装组

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

代码的说明或名称。

物料

The item for which the claim is raised.

Note: 
  • The item must be defined in 服务物料数据 (tsmdm2100m000) session.
  • If the “按部门列出的物料服务数据”是必填项 check box is selected in the 通用服务参数 (tsmdm0100m000) session, you can only select an item that is linked to the specified 服务部门. The service items are linked to the service office in the按服务部门列出的物料服务数据 (tsmdm2120m000) session.
  • You can specify an item linked to a PCS project with the status set to 活动 or 已结算 in the 项目 (tipcs2101m000) session. If you select an item linked to a 已结算 project, the 使用中 check box must selected for the project in the 通用项目 (tcmcs0552m000) session.
序列号

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 sold-to business partner of the serialized item must be the same as the 买方业务伙伴 of the claim.

Description

代码的说明或名称。

失败日期

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 创建日期 as 失败日期.

覆盖时间

The time used to determine the applicable service contract and warranty for the claim.

覆盖类型

The coverage type that is used to determine the warranty or contract coverage allocation.

Description

代码的说明或名称。

保修

The warranty linked to the claim.

Description

代码的说明或名称。

服务合同

The service contract linked to the claim.

Description

代码的说明或名称。

地址

The in use-by business partner's address.

Note: 
  • This field is enabled only if the claim 状态 is 已拒绝, 已取消 or 已结算.
  • The in value in this field is defaulted from the 序列化物料 (tscfg2100m000) session.
联系人

The contact linked to the 业务伙伴 role.

Note: 
  • This field is not enabled if the claim 状态 is 已拒绝, 已取消 or 已结算.
  • The in value in this field is defaulted from the 序列化物料 (tscfg2100m000) session.
实际使用操作员联系人

The contact linked to the 操作员联系人 using the installation.

Note: 
  • This field is not enabled if the claim 状态 is 已拒绝, 已取消 or已结算.
  • The in value in this field is defaulted from the 序列化物料 (tscfg2100m000) session.
进货方业务伙伴

The code of the ship-to business partner who ships the broken parts and receives replacement parts.

Note: 
  • The ship-to business partner is defaulted from the sold-to business partner defined in 业务伙伴 (tccom4500m000) session.
进货方地址

The code of the ship-to address.

Note: 

Ship-to address is mandatory when the ship-to business partner is specified.

进货方联系人

The contact linked to the ship-to business partner.

Note: 
  • The ship-to business partner is defaulted from the sold-to business partner defined in 业务伙伴 (tccom4500m000) session.
  • This field is not enabled if the claim 状态 is 已拒绝, 已取消 or已结算.
交货条款

The delivery terms code.

Note: 
  • You can enter a value in this field only if the sold-to business partner field is specified.
  • The 交货条款 are defaulted with the terms of delivery from the 买方业务伙伴 role.
Description

代码的说明或名称。

所有权转移点

The point of title passage code.

Note: 
  • You can only maintain this field if the sold-to business partner field is filled.
Description

代码的说明或名称。

业务伙伴

The code of the invoice-to business partner.

Note: 

This field displays theinvoice-to business partner who receives the approved/claimed amount if the 索赔发票过程 is of type 基于贷方票据. This field displays the invoice-from business partner if the 索赔发票过程 is 基于发票.

地址

The code of the address of the invoice business partner.

Note: 

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

联系人

The contact linked to the invoice-to business partner.

Note: 
  • This field is not enabled if the claim 状态 is 已拒绝, 已取消 or已结算.
  • When the 索赔发票过程 is set to 基于贷方票据, LN defaults the contact of the service department of the Invoice-to business partner. If the 索赔发票过程 is set to 基于发票, LN defaults the contact linked to the Invoice-from business partner.
Contact Person

代码的说明或名称。

销售类型

The code of the sales type.

Description

代码的说明或名称。

业务范围

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.

Description

代码的说明或名称。

付款条款

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.
Description

代码的说明或名称。

核准人

The code of the user who approves the claim. By default, LN populates the current user login code and you cannot change this value.

Description

The description or name of the code.

核准决策

The reason code for the approval of the customer claim.

Note: 
  • You must specify this value if the 要求客户索赔的核准决策 check box is selected for the linked service type in the 服务类型 (tsmdm0130m000) session.
  • You can select only the reason for which the 原因类型 field is set to 索赔核准 in the 原因 (tcmcs0105m000).
  • You can specify this value only if the customer claim is not Rejected.
拒绝者

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

滞纳金

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.

Description

代码的说明或名称。

付款方式

The code of the payment method. 付款方式 indicates how the credit note is paid in 现金管理.

Description

代码的说明或名称。

发票文本

The header information printed on the sales credit note.

整体开票

如果选中此复选框, LN releases all the claim lines to central Invoicing when the claim 状态 is set to 已核准. 如果清除此复选框, the claim lines are released to central invoicing individually, when the claim 行状态 is 已核准.

增值税征收依据

如果选中此复选框,VAT calculation is based on goods or services.

允许值

依据货物征收增值税

系统将考虑使用货物流来确定正确的增值税值。

依据服务征收增值税

系统将考虑使用执行服务所在的地点(位置地址)来确定正确的增值税值。

Customer Claim Document Approval

如果选中此复选框,, claims can be approved only on the customer claim header level for approving the entire customer claim. 如果清除此复选框,, each claim line can be approved individually.

Note: 
  • This check box is displayed and applicable only if:
    • The 客户索赔 check box is selected in the 通用服务参数 (tsmdm0100m000) session.
    • When a Workflow Document Authorization (WFDA) is not active in ION for customer claims. If the WFDA is active in ION, the claim header and line status is set to 已核准 after approval in ION.
  • This setting is defaulted from the 索赔管理参数 (tscmm0100m000) session.
Supplier Claim Document Approval

如果选中此复选框,, claims can be approved only on the supplier claim header level for approving the entire customer claim. 如果清除此复选框,, each claim line can be approved individually.

Note: 
  • This check box is displayed and applicable only if:
    • The 供应商索赔 check box is selected in the 通用服务参数 (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 已核准 after approval in ION.
  • This setting is defaulted from the 索赔管理参数 (tscmm0100m000) session.
税分类

The tax classification code.

Description

代码的说明或名称。

Description

代码的说明或名称。

汇率类型

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

Description

代码的说明或名称。