Claimable Status Indicator
The status of a supplier rebate invoice transaction, created when a customer order is invoiced, can be set to 8-'On hold', preventing any claim being made. This might be used, for example, when an agreement is unconfirmed (where the whole agreement is put on hold) or disputed (where individual agreement lines can be put on hold until the dispute is settled).
Define claimable status indicator
An individual supplier rebate agreement can be manually put on hold by selecting the 'Hold claim' check box. The check box can be selected per agreement header in 'Supplier Rebate on Sales. Open Agreement' (OIS860) or per agreement line in 'Supplier Rebate on Sales. Open Agr Lines' (OIS861).
If the check box is selected, supplier rebate invoice transactions in 'Supplier Rebate Inv Transactions. Display' (PPS127) are set to status 8-'On hold' when the customer order is invoiced. This prevents these claim transactions from being included in any claim against the supplier. The 'Hold claim' check box can be selected on the agreement header or on the agreement line at any time during the lifetime of the agreement.
A pre-defined hold reason code can be selected on the agreement header to indicate the reason for the agreement being put on hold. The hold reason code is removed once the agreement is released for claim.
Manage on hold status
For the scenario where the agreement or specific agreement lines are put on hold due to a dispute, the existing claim transactions not yet included in a supplier claim must be set to status 8-'On hold'. This is done by using related option 21='Update claim lines' in (OIS860).
The 'Hold claim' check box on (OIS860/E) and (OIS861/E) can be deselected if the agreement has status 00-'New Entry' or 10-'Preliminary'. As no claim transactions are created for agreements in status 00 or 10 there is no need to update any claim lines.
If the agreement status has been changed to 20-'Active', the agreement, agreement lines, and existing claim transactions must be released for claim using related options 20='Update claim lines and release for claim' or 22='Release for claim'.
| Related option | Description |
|---|---|
| 20='Update claim lines and release for claim' | Select this to launch the batch job PPS127Sbm to update the agreement's claim transactions with the agreement changes, including releasing transactions with status 8-'On hold' for claim and updating their status to 10-'New'. Claim transactions with status 80-'Cancelled' are re-evaluated against the agreement and if a rebate is applicable the transaction is updated, and the status set to 10-'New'. |
| 21='Update claim lines' | Select this to launch the batch job PPS127Sbm to update the agreement's claim transactions with the agreement changes. When an agreement has been put on hold, this related option can be used to update the status of existing claim lines to 8-'On hold'. Note that an agreement cannot be released for claim by using this related option. |
| 22='Release for claim' | Select this to launch batch job PPS127Sbm which releases the agreement's claim transactions with status 8-'On hold' and updates their status to 10-'New'. |
Limitations
- The agreement lines are all released for claim at once. It is not possible to release only certain agreement lines at a time.