客户索赔行 (tscmm1110m000)

The unique code for customer claim.

代码的说明或名称。

The current status of the claim. LN populates the claim status and you cannot set the status manually. By default, the claim 状态 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

The customer claim line number.

The status that is applicable for the claim line that requires authorization using ION Workflow.

When you submit a customer claim line for the approval, a checked-out version is created for the claim line. The claim line is set to 已核准,but these changes are effective only after the approval/check-in. LN displays the status of the claim line as 待核准 in ION Workflow.

When the claim line is approves in the ION Workflow, the claim line is checked-in and the line status is set to 已核准.

LN does the following:

• Creating a billable line and related integrated transactions
• Handling the delivery line if the material is reimbursed

When the claim line is rejected in the ION Work flow, the claim line is checked-in and the line status is set to 已拒绝. You cannot submit the rejected claim line again.

For more information on setting up and using ION Workflow for business objects in LN, refer to the Infor LN Content Guide for Infor ION guide at Infor Xtreme.

The current status of the claim line.LN populates the claim status and you cannot set the status manually. By default, the claim 行状态 is set to自由.

允许值

自由

已拒绝

已取消

已修改

待核准估计值

未决材料退货

未决供应商核准

待核准

已核准

已核准进行发票链接

已解决

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

The description or name of the code.

The date and time when the claim line is reviewed.

控制

成本类型

The cost type of the claim line. By default, this field is set to 材料.

允许值

人工

工装

出差费用

分包

支持服务台

其它

订单

活动

材料

货运

报价单发票

Note: 

This field is read only if the 行状态 is 待核准 or more.

出差费用计算类型

The type of travel.

允许值

不适用

行程时间

往返总差旅

外出服务费用

行程距离

Note: 

• This field is enabled only if the 成本类型 field is set to 出差费用.
• You can modify this value:
  • Until the claim line status is not set to 已核准 or a status after 已核准.
  • If the claim line is not copied from an existing claim line.
• You cannot create a travel cost line with this field set to Callout Charge.

索赔方法

The 索赔方法 used to indicate how a claim is reimbursed. The customer can be compensated financially or with Material.

允许值

偿还材料

将针对材料对客户进行偿还。

偿还成本

将针对发票值总计对客户进行偿还。

Note: 

• The reimbursement of material is only allowed when 成本类型 field is set to 材料.
• The value in this field is defaulted from 序列化物料 (tscfg2100m000) session if 成本类型 is set to 材料.

要求退回材料

如果选中此复选框， LN allows you to approve the claim only after the defective part is returned by the customer.

Note: 

• The value in this field is defaulted from 序列化物料 (tscfg2100m000) session if 成本类型 is set to 材料.

使用估计值

如果选中此复选框， LN allows you to use estimates in the claim process. The estimated claim amount must be approved before approving the actual claim amount.

Note: 

• This field is not applicable if the 使用估计值 checkbox in the 索赔管理参数 (tscmm0100m000) session is not selected.
• This field is only applicable if the 索赔方法 is set to 偿还成本.

客户索赔核准事务处理

如果选中此复选框， Infor LN indicates that the customer claim approval transaction must be created for the customer claim line. By default, this check box is selected.

Note: 

• This field is enabled only if the 客户索赔 check box is selected in the 通用服务参数 (tsmdm0100m000) session.
• This field is always read-only, if the status of the customer claim is approved.
• This field is always selected if the customer claim is project pegged.

生成供应商索赔

This field indicates whether a supplier claim must be generated or not. Once the supplier claim is generated the value in this field is set to 生成时间.

允许值

待生成

生成时间

不适用

Note: 

• This field is not applicable if the 供应商索赔 checkbox in the 通用服务参数 (tsmdm0100m000) session is not selected.
• After the Supplier Claim is generated this field is disabled.

要求打印回执

The field displays whether printing an acknowledgement is part of the procedure. By default, LN set this field to 不要求.

允许值

待打印

已打印

不要求

打印到发票

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

Note: 

• When the field is set to 无发票, Invoice costs are considered as goodwill
• If the field is set to '无发票' after the line is costed, the available invoice line in Invoicing is deleted.

允许值

是

发票金额为零时，会在发票上打印成本行。

否

发票金额为零时，不会在发票上打印成本行。

无发票

发票金额为零时，不会为成本行创建发票。

不适用

Note: 

This field is only applicable if the value in the 索赔方法 field is set to 偿还成本 and the 索赔发票过程 is set to 基于贷方票据 in 客户索赔 (tscmm1100m000) session.

明细单

物料

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 服务物料数据 (tsmdm2100m000) session.
• You can select an item of the type, 已分包服务 if the 成本类型 is set to 分包.
• 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 serial number must be present in the 序列化物料 (tscfg2100m000) session.

索赔行说明

代码的说明或名称。

任务

The code of the task.

Note: 

• This field is only applicable when the 成本类型 is set to 人工.
• This field is defaulted from the 任务 (tsmdm0115m000) session.

Description

代码的说明或名称。

人工费率代码

The code that identifies the labor rate.

Note: 

• This field is only applicable when the 成本类型 is set to 人工.
• This field is defaulted from the 人工费率代码 (tcppl0190m000) session.

Description

代码的说明或名称。

成本构成

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

Note: 

• The value in this field is defaulted depending on the 成本类型:
  • If cost type is set to 材料, the value in this field is defaulted from 服务物料数据 (tsmdm2100m000) session.
  • if 成本类型 is set to 人工, the value in this field is defaulted from 任务 (tsmdm0115m000) session.
  • if 成本类型 is set to 出差费用, the value in this field is defaulted from 出差 defined in 服务订单管理参数 (tssoc0100m000) session.

Description

代码的说明或名称。

已索赔

已索赔数量

The quantity claimed by the customer.

Note: 

• This field is mandatory if 成本类型 is set to 材料.
• The value must be one (1) if the item is a serialized item.
• Infor LN defaults one (1) is this field if the 出差费用计算类型 field is set to 外出服务费用

Unit

The unit in which 已索赔数量 is measured.

Note: 

If the 出差费用计算类型 field is set to:

• 行程距离, Infor LN defaults the 距离单位 value from the 通用服务参数 (tsmdm0100m000) or the 服务部门 (tsmdm1100m100) session.
• 行程时间, Infor LN defaults the 持续时间单位 from the 通用服务参数 (tsmdm0100m000) session.
• 外出服务费用, Infor LN does not default any value.

已索赔金额

The amount claimed by the customer.

Note: 

This field is mandatory if the 成本类型 is not set to 材料 and the 索赔方法 is set to 偿还材料.

Currency

The currency of the claim amount.

销售参考

Sales Reference System

The order system in LN to which the claim refers. By default, LN displays the field as 不适用.

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

Sales Document Type

The type of document related from the selected 销售参考系统 to which the claim refers. The sales document type can be an order, or an invoice. The purpose of the sales reference 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 sales order. 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

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 销售单据类型 is other than 不适用.

Sales Document Line

The line number of the sales document to which the claim refers.

Sales Document Sequence Number

The sequence number of the sales document to which the claim refers.

更改原因

The code to indicate the reason for the change in the peg data.

Note: 

• This field is visible only if the 人工项目挂钩修改 check box is selected in the 项目挂钩参数 (tcpeg0100m000) session.
• The 原因类型 of the selected 原因 code must be 项目挂钩审计历史记录 in the 原因 (tcmcs0105m000) session.
• You can modify this value only if the status of the customer claim status is set to a value other than 已核准, 已取消 or 已结算.
• You can modify this value only if the status of the customer claim status is set to a value other than 已核准, 已取消 or 已结算.

说明

代码的说明或名称。

项目

The code of the project for which the customer claim is created.

Note: 

• This field is displayed only if the 项目挂钩 check box is selected in the 已实施的软件组件 (tccom0100s000) session.
• This value must be specified if in the 物料 (tcibd0501m000) session, the 强制项目挂钩 check box is selected for the item specified on the customer claim.
• You can specify a Project (TP) if the customer claim is project pegged, and the item specified for the customer claim is not project pegged.
• You can modify this value only if the status of the customer claim status is set to a value other than 已核准, 已取消 or 已结算.
• This field is applicable only if the item specified in the customer claim contains a project peg.
• This value is defaulted from the 项目 field in the 物料服务业务伙伴数据 (tsmdm2130m000) session.
• This field is valid only if:
  • The project is TP Project.
  • The project is not in the Closed status.
  • The user is authorized to access the project.

说明

代码的说明或名称。

要素

The code of the element linked to the 项目.

Note: 

• This field is displayed only if:
  • This field is displayed only if the 项目挂钩 check box is selected in the 已实施的软件组件 (tccom0100s000) session.
  • The 要素 check box is selected in the 项目参数 (tppdm0100s000) session.
• You can modify this value only if the status of the customer claim status is set to a value other than 已核准, 已取消 or 已结算.
• This field is applicable only if:
  • The related customer claim is project pegged.
  • The 项目 is specified.
  • The specified Project is not a project (PCS).
• Infor LN defaults the value in this field from the 成本细目 - 服务活动 (tppdm3116m000), if the 成本细目 check box is selected in the 已实施的软件组件 (tccom0100s000) session. If the 成本细目 check box is cleared in the 已实施的软件组件 (tccom0100s000) session, this value is defaulted from the 物料服务业务伙伴数据 (tsmdm2130m000) session.
• This field is valid only if:
  • The project is TP Project.
  • The project is not in the Closed status.
  • The user is authorized to access the project.

Description

代码的说明或名称。

活动

The code of the activity linked to the 项目.

Note: 

• This field is displayed only if:
  • This field is displayed only if the 项目挂钩 check box is selected in the 已实施的软件组件 (tccom0100s000) session.
  • The 活动 check box is selected in the 项目参数 (tppdm0100s000) session.
• You can modify this value only if the status of the customer claim status is set to a value other than 已核准, 已取消 or 已结算.
• This field is applicable only if:
  • The related customer claim is project pegged.
  • The 项目 is specified.
  • The specified Project is not a project (PCS).
• You must specify a project if the related customer claim is project pegged and in the 物料 (tcibd0501m000) session:
  • The 强制项目挂钩 check box is selected for the item specified on the linked customer claim.
  • The 继承项目挂钩 check box is selected and the project peg is maintained for the linked customer claim.

Description

代码的说明或名称。

项目挂钩来源

The origin of the project peg.

允许值

成本细目

不适用

人工

顶层需求

Note: 

• This field is displayed only if the 成本细目 check box is selected in the 已实施的软件组件 (tccom0100s000) session.
• This field is applicable only if the customer claim is project pegged.
• You can modify this value only if the status of the customer claim status is set to a value other than 已核准, 已取消 or 已结算.
• By default, this field is set to:
  • 人工 or 成本细目 when the related customer claim is project pegged and the 成本细目 check box is selected in the 已实施的软件组件 (tccom0100s000) session.
  • 不适用, when the project peg or the costing breaks is not applicable.

服务检验

要求进行客户索赔检验

如果选中此复选框， service inspection is required for the current claim line.

Note: 

• This field is applicable only if the 使用检验 checkbox in the 通用服务参数 (tsmdm0100m000) session is selected.
• The value in this field is defaulted from the 服务物料数据 (tsmdm2100m000) session.
• For the claim line, 如果选中此复选框， inspection cannot be deleted.

计量类型

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

Note: 

• This field is applicable only if the 使用检验 checkbox in the 通用服务参数 (tsmdm0100m000) session is selected.
• This field is applicable only if the 要求进行客户索赔检验 checkbox is selected.
• The value in this field is defaulted from 服务物料数据 (tsmdm2100m000) session.
• Infor LN allows you to select the measurement type from the 按序列化物料组列出的计量类型 (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 计量类型 (tsmdm0165m000) session.

下一步骤

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

部门中物料待核准

Indicates that the item is issued to the service department for approval.

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 applicable only if the Return Material Required check box is selected and 成本类型 is set to 材料.
• The value in this field is defaulted in this sequence:
• If 提前结算 check box is selected on the claim header, the same is defaulted on all the claim lines.
• This value is defaulted from the 物料服务业务伙伴数据 (tsmdm2130m000)session, if available.
• If 提前结算 check box is selected on 物料服务数据 (tsmdm2600m000)session, the same is defaulted on the claim lines.
• If 提前结算 check box is selected on the 服务类型 (tsmdm0130m000) session, the same is defaulted on the claim lines

核准决策

The reason code for the approval of the customer claim line.

Note: 

• 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 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 specify this value only if the customer claim is not Rejected.

索赔处理成本

如果选中此复选框，, the handling costs linked to the claim line are deducted from the total claimed amount.

Note: 

• This field is enabled only if:
  • The 成本类型 field is set to 其它 and the 物料 is not specified.
  • The 索赔发票过程 for the related claim is set to 基于贷方票据 in the 客户索赔 (tscmm1100m000) session.

图片

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

Note: 

This field is displayed only if the 成本类型 field is set to 材料.

需要图片

如果选中此复选框，, a picture must be linked to the customer claim line.

Note: 

• This check box is applicable only if the 成本类型 of the customer claim line is set to 材料.
• This setting is defaulted from:
  1. 物料服务业务伙伴数据 (tsmdm2130m000)
  2. 服务物料数据 (tsmdm2100m000)
  3. 服务类型 (tsmdm0130m000)

销售单据顺序

The sequence number of the sales document.

销售单据明细顺序

The sequence number of the sales document detail line.

Description

代码的说明或名称。

位置

The code of the position where the item is located.

Note: 

The value in this field is defaulted from 服务物料数据 (tsmdm2100m000) session.

Description

代码的说明或名称。

检验状态

The status of the service inspection.

允许值

自由

已创建计量，但未执行计量。

已测定

已执行计量、已检查触发器等。

未测定

未执行计量。

不适用

Unit

The unit in which the measured value is expressed.

实际值

序列状态

The default status of the serialized item when the item is returned by a customer.

允许值

启动

序列化物料处于启动阶段。

已取代

PBS 的序列化物料被新物料取代。

活动

序列化物料处于活动状态。

修订号

序列化物料处于修订阶段。

缺陷

序列化物料有缺陷。

工作条件

序列化物料处于工作状态。

待回收

序列化物料准备好被回收。

已删除

序列化物料已删除。

不适用

Residual Value

The value at which the service company prices the item in the inventory.

Currency

The currency used to express the residual value.

实际交货时间

The date and time when the claim is approved.

仓单行

The warehouse order line linked to the customer claim. Warehouse order line number is used to identify the warehouse outbound line to allow the use of different items for one claim delivery line.

已核准材料

核准动作

The action for the approved quantity.

允许值

保持并取得所有权

物料将作为公司拥有的物料发送回仓库。

退回给客户

物料将作为客户拥有的物料发送回仓库。 系统会创建新仓单以将物料发送回给客户。

报废

物料已报废。

已核准数量的实际收货时间

The date and time when the approved material is received.

已核准数量的仓单行

The warehouse order line linked to the approved customer claim. Warehouse order line number is used to identify the warehouse outbound line to allow the use of different items for one claim delivery line.

拒收材料

拒收动作

The action to be taken on the rejected material.

允许值

保持并取得所有权

物料将作为公司拥有的物料发送回仓库。

退回给客户

物料将作为客户拥有的物料发送回仓库。 系统会创建新仓单以将物料发送回给客户。

报废

物料已报废。

拒收数量的实际收货时间

The actual date and time when the rejected material is received.

拒收数量的仓单行

The warehouse order line linked to the rejected customer claim. Warehouse order line number is used to identify the warehouse outbound line to allow the use of different items for one claim delivery line.

等待供应商索赔核准

如果选中此复选框， LN allows you to approve the customer claim only after the supplier claim is approved.

已核准

已核准数量

The quantity approved for the claim.

Note: 

• This field is mandatory if the value in the 成本类型 field is set to 材料.
• The value must be one (1) if the item is a serialized item.

已核准数量的数量单位

The unit in which 已核准数量 is measured.

Note: 

• This field is read only if the claim 行状态 is set to 已核准.
• This field is mandatory if the 已核准数量 field is populated.

已核准金额

The total 已核准金额 for the claim.

Note: 

The claim amount is applicable only if 索赔方法 is set to 偿还材料.

税额

The total 税额 that is invoiced to the customer.

核准百分比

The percentage of the claim amount that is approved.

Note: 

This field is not applicable if the 索赔方法 is set to 偿还材料.

关联至

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

允许值

保修

合同

商誉

序列化物料保修

通用保修

不适用

Note: 

• The 关联至 options 合同/序列化物料保修 is only allowed when a service contract/warranty is active for the installation defined on the customer claim header.
• The 关联至 options 商誉 is always applicable.
• By default, 关联至 field is set to 序列化物料保修/合同 when warranty/contract is applicable for the installation defined on the customer claim header.

核准人

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

核准日期

The date and time when the claim is approved. LN considers the current date and time.

已拒绝

拒绝原因

The code of the rejection reason. The code must be defined in 原因 (tcmcs0105m000) session.

Note: 

The 原因类型 must be set to 拒绝索赔 in 原因 (tcmcs0105m000) session.

Description

代码的说明或名称。

拒绝者

The code of the user who rejects the claim. By default, LN populates the current user login code as the 拒绝者 code.

拒绝日期

The date and time when the estimated claim is rejected. LN considers the current date and time.

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。

Note: 

• 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.

税分类

The tax classification code.

Note: 

• 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.

Description

代码的说明或名称。

免税

如果选中此复选框，LN exempts the tax.

征税国家

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 偿还成本 and the 索赔发票过程 is set to 基于贷方票据 in 客户索赔 (tscmm1100m000) session.
• 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.

说明

代码的说明或名称。

专有标识号

The tax identification number.

税码

A code that identifies the tax rate and which determines how LN calculates and registers tax amounts.

Note: 

• This field is only applicable if the 索赔方法 is set to 偿还成本 and the 索赔发票过程 is set to 基于贷方票据 in 客户索赔 (tscmm1100m000) session.
• 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.

Description

代码的说明或名称。

业务伙伴征税国家

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 偿还成本 and the 索赔发票过程 is set to 基于贷方票据 in 客户索赔 (tscmm1100m000) session.
• This field is defaulted with the Original 业务伙伴征税国家 if the original document fields are populated, otherwise with the standard TCTAX defaulting DLL (manual sales invoice tax defaulting).

业务伙伴标识号

The tax identification number of the business partner.

免税证明

The exemption certificate number if the tax is exempted.

Note: 

• This field is only applicable if the 免税 field is set to 'Yes'.
• This field is defaulted with the Original 免税证明 if the original document fields are populated, otherwise with the standard TCTAX defaulting DLL (manual sales invoice tax defaulting).

免税原因

The exempt reason code if the tax is exempted.

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.

Approval Text

The reason for approving the entire claim.

Rejection text

The reason for rejecting the entire claim.

Invoice Text

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

Note: 

• This field is only applicable if the 索赔发票过程 is 基于贷方票据.

The code of the warranty linked to the customer claim line.

The code of the serialized item warranty linked to the customer claim line.

代码的说明或名称。

如果选中此复选框， the customer claim line is covered by a warranty coverage terms.

The code of the service contract linked to the customer claim line.

代码的说明或名称。

如果选中此复选框， the customer claim line is covered by 服务合同 coverage terms.

代码的说明或名称。