Customer Claim Lines (tscmm1110m200)

Field Information

Claim

The unique code for customer claim.

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

The customer claim line number.

Line Status

The current status of the claim line. LN populates the claim status and you cannot set the status manually. By default, the claim Line Status is set to Free.

Allowed values

Free

Rejected

Canceled

Modified

Pending Approval Estimates

Pending Material Return

Pending Supplier Approval

Pending Approval

Approved

Approved for Invoice Linking

Settled

Next Step

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

Cost Type

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

Allowed values

Labor

Tooling

Traveling

Subcontracting

Help Desk

Other

Order

Activity

Material

Freight

Quote Invoice

Rental

Note: This field is read only if the Line Status is Pending Approval or more.

Item

The code of the item that is required to repair the item for which the claim is raised.

Note: 

• The item must be defined in Items - Service (tsmdm2100m000) session.
• 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 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 Serialized Items (tscfg2100m000) session.

Task

The code of the task.

Note: This field is only applicable when the Cost Type is set to Labor.

Labor Type

The code of the labor type.

Claim Line Description

The description or name of the claim line.

Description

The description or name of the code.

Tax Code

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 Claim Method is set to Reimburse Costs and the Claim Invoice Procedure is set to Credit Note Based in Customer Claims (tscmm1100m000) 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.

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 Customer Claims (tscmm1100m000) session.
• If a claim line with Claim Invoice Procedure field is set to Credit Note Based has CISLI data exist that cannot be updated.

Tax Classification

The tax classification code.

Note: 

• This field is not enabled
  • If a claim line with Claim Invoice Procedure field is set to Credit Note Based has CISLI data exist that cannot be updated.
  • If a claim line with Claim Method field set to Reimburse Costs with the status Approved, and the Total Invoice field is unchecked.
  • If Total Invoice field is checked, and the claim header Status is Approved or more.

Description

The description or name of the code.

VAT Based On

VAT calculation is based on goods or services.

Allowed values

VAT Based on Goods

The goods flow is considered to determine the correct VAT values.

VAT Based on Services

The place (location address) where the service is performed, is considered, to determine the correct VAT values.

Note: 

• This field is not enabled
  • If a claim line with Claim Invoice Procedure field is set to Credit Note Based has CISLI data exist that cannot be updated.
  • If a claim line with Claim Method field set to Reimburse Costs with the status Approved, and the Total Invoice field is unchecked.
  • If Total Invoice field is checked, and the claim header Status is Approved or more.

Exempt

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

Own Tax Number

The tax identification number.

Claim Method

The method used to indicate how a claim is reimbursed. 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.

Note: 

• The reimbursement of material is only allowed when Cost Type field is set to Material.
• The value in this field is defaulted from the Items - Service (tsmdm2100m000) session if Cost Type is set to Material.

Line External Text

The information about the claim that is printed on external document.

Line Internal Text

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

Claimed Quantity

The quantity claimed by the customer.

Note: 

• This field is mandatory if Cost Type is set to Material.
• The value must be one (1) if the item is a serialized item.

Line Approval Text

The reason for approving the claim line.

Line Rejection Text

The reason for rejecting the claim line.

Line Invoice Text

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

Note: This field is only applicable if the Claim Invoice Procedure is Credit Note Based.

Quantity Unit of Claimed Quantity

The unit in which Claimed Quantity is measured.

Note: If the Item field is populated, the value in this field is defaulted from Items - Service (tsmdm2100m000) session.

Claimed Amount

The amount claimed by the customer.

Note: This field is mandatory if the Claim Method is set to Reimburse Costs.

Currency

The currency of the claim amount.

Next Step

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

Item in Department for Approval

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

Early Settlement

If this check box is selected, 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 Implemented Software Components (tccom0500m000) session.
• This field is applicable only if the Return Material Required check box is selected and Cost Type is set to Material.
• The value in this field is defaulted in this sequence:
• If Early Settlement check box is selected on the claim header, the same is defaulted on all the claim lines.
• This value is defaulted from the Items - Service Business Partner (tsmdm2130m000) session, if available.
• If Early Settlement check box is selected on Item - Service (tsmdm2600m000) session, the same is defaulted on the claim lines.
• If Early Settlement check box is selected on the Service Types (tsmdm0130m000) session, the same is defaulted on the claim lines

Approval Decision

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

Note: 

• You can select only the reason for which the Reason Type field is set to Claim Approval in the Reasons (tcmcs0105m000).
• You must specify this value if the Approval Decision for Customer Claim Required check box is selected for the linked service type in the Service Types (tsmdm0130m000) session.
• You can specify this value only if the customer claim is not Rejected.

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 Customer Claims (tscmm1100m000) 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 customer claim line.

Note: 

• This check box is applicable only if the Cost Type of the customer claim line is set to Material.
• This setting is defaulted from:
  1. Items - Service Business Partner (tsmdm2130m000)
  2. Items - Service (tsmdm2100m000)
  3. Service Types (tsmdm0130m000)

Supplier Claim Line

The code of the supplier claim that has been generated from the customer claim.

Supplier Claim Line

The line number of the supplier claim line.

Status

The status of the supplier claim.

Allowed values

Free

Rejected

Canceled

Modified

Pending Approval Estimates

Pending Material Return

Pending Approval

Approved

Settled

Claim 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

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.

Note: This value is defaulted from Items - Service (tsmdm2100m000) session if Cost Type is set to Material.

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.

Note: This field is not applicable if the Use Estimates checkbox in the Claim Management Parameters (tscmm0100m000) session is not selected.

Generate Supplier Claim

Indicates if a supplier claim must be generated. Once the supplier claim is generated, the value in this field is set to Generated.

Allowed values

To Be Generated

Generated

Not Applicable

Note: 

• This field is not applicable if the Supplier Claims checkbox in the General Service Parameters (tsmdm0100m000) session is not selected.
• After the Supplier Claim is generated this field is disabled.

Wait on Supplier Claim Approval

If this check box is selected, LN allows you to approve the customer claim line only after the linked supplier claim is approved.

Print Acknowledgement Required

Indicates if printing an acknowledgement is part of the procedure. By default, LN sets this field to Not Required.

Allowed values

To be Printed

Printed

Not Required

Print on Invoice

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

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

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.
• This field is only applicable if the value in the Claim Method field is set to Reimburse Costs and the Claim Invoice Procedure is set to Credit Note Based in Customer Claims (tscmm1100m000) session.

Serial Status

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

Allowed values

Startup

The serialized item is in the startup stage.

Superseded

The serialized item of a PBS is superseded by a new item.

Active

The serialized item is active.

Revision

The serialized item is in the revision stage.

Defective

The serialized item is defective.

Working Condition

The serialized item is in working condition.

To be Recycled

The serialized item is ready to be recycled.

Removed

The serialized item is removed.

Not Applicable

Description

The description or name of the code.

Labor Rate Code

The code that identifies the labor rate.

Note: This field is only applicable when the Cost Type is set to Labor.

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.

Note: 

• The value in this field is defaulted depending on the Cost Type:
  • If cost type is set to Material, the value in this field is defaulted from Items - Service (tsmdm2100m000) session.
  • if Cost Type is set to Labor, the value in this field is defaulted from Tasks (tsmdm0115m000) session.
  • if Cost Type is set to Traveling, the value in this field is defaulted from Traveling defined in Service Order Parameters (tssoc0100m000) session.

Description

The description or name of the code.

Sales Reference System

The order system in LN to which the claim refers. By default, this field is set to 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

Sales Document Type

The type of document related from the selected Sales Reference System 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.

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

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 set to other than Not Applicable.

Sales Document Line

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

Sales Document Detail Line

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

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.

Actual Receipt Time for Approved Quantities

The date and time when the approved material is received.

Warehouse Order Line for Approved Quantities

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.

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.

Actual Receipt Time for Rejected Quantities

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

Warehouse Order Line for Rejected Quantities

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.

Residual Value

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

Currency

The currency used to express the residual value.

/

The unit used to express the residual value.

Actual Delivery Time

The date and time when the claim is approved.

Warehouse Order Line

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.

Customer Claim Inspection Required

If this check box is selected, service inspection is required for the current claim line.

Note: 

• This field is applicable only if the Use Inspections checkbox in the General Service Parameters (tsmdm0100m000) session is selected.
• The value in this field is defaulted from the Items - Service (tsmdm2100m000) session.
• For the claim line, If this check box is selected, inspection cannot be deleted.

Measurement Type

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

Note: 

• This field is applicable only if the Use Inspections checkbox in the General Service Parameters (tsmdm0100m000) session is selected.
• This field is applicable only if the Customer Claim Inspection Required checkbox is selected.
• The value in this field is defaulted from Items - Service (tsmdm2100m000) session.
• 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.

Description

The description or name of the code.

Position

The code of the position where the item is located.

Note: The value in this field is defaulted from Items - Service (tsmdm2100m000) session.

Description

The description or name of the code.

Inspection Status

The status of the service inspection.

Allowed values

Free

Measurement is created, but measurement is not executed.

Measured

Measurement is performed, triggers are checked and so on.

Not Measured

Measurement is not performed.

Not Applicable

Measured Value

The item measurement value.

Unit

The unit in which the measured value is expressed.

Measured Value

Approved Quantity

The quantity approved for the claim.

Note: 

• This field is mandatory if the value in the Cost Type field is set to Material.
• The value must be one (1) if the item is a serialized item.

Quantity Unit of Approved Quantity

The unit in which Approved Quantity is measured.

Note: 

• This field is read only if the claim Line Status is set to Approved.
• This field is mandatory if the Approved Quantity field is populated.

Approved Amount

The total Approved Amount for the claim.

Approval Percentage

The percentage of the claim amount that is approved.

Note: This field is not applicable if the Claim Method is set to Reimburse Materials.

Tax Amount

The total Tax Amount that is invoiced to the customer.

Approved By

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

Description

The description or name of the code.

Approval Date

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

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.

Approved Quantity

The quantity of the claim line that is rejected.

Unit

The unit in which the Approved Quantity is measured.

Approved Amount

The amount of the claim line that is rejected.

Rejection Reason

The code of the rejection reason. The code must be defined in 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. By default, LN populates the current user login code as the Rejected By code.

Description

The description or name of the code.

Rejection Date

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

Field Change Order

The code of the field change order (FCO) linked to the claim line.

Description

The description or name of the code.

Tagged To

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

Allowed values

Repair Warranty

Contract

Goodwill

Serialized Item Warranty

Generic Warranty

Not Applicable

Note: 

• The Tagged To options Contract/ Serialized Item Warranty is only allowed when a service contract/warranty is active for the installation defined on the customer claim header.
• The Tagged To options Goodwill is always applicable.
• By default, Tagged To field is set to Serialized Item Warranty/ Contract when warranty/contract is applicable for the installation defined on the customer claim header.

Warranty

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

Note: This field is enabled only if the Tagged To field is set to Generic Warranty.

Description

The description or name of the code.

Serialized Item Warranty

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

Description

The description or name of the code.

Covered by Warranty

If this check box is selected, the customer claim line is covered by a warranty coverage terms.

Note: This is a display field.

Service Contract

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

Description

The description or name of the code.

Covered by Contract

If this check box is selected, the customer claim line is covered by Service Contract coverage terms.

Note: This is a display field.

Tax Exemption Reason

The exempt reason code if the tax is exempted.

Tax Exemption Certificate

The exemption certificate number if the tax is exempted.

Note: 

• This field is only applicable if the Exempt field is set to 'Yes'.
• 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).

BP Tax Number

The tax identification number of the business partner.

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 set to Reimburse Costs and the Claim Invoice Procedure is set to Credit Note Based in Customer Claims (tscmm1100m000) 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).