Background documentationWorking Context Behavior in Claims Management

 

Note Note

The following function is available for the trade promotion management business scenario.

End of the note.

Whether or not a working context attribute is displayed in a SAP Customer Relationship Management (CRM) application depends on the application. Generally speaking, when you perform an advanced search, the search page receives the default attributes defined in the working context. When you create a new object, attribute values are defaulted whenever possible. For example, you are a claims analyst and would like to set the working context so that only a certain account is available while you are working in the system. However, due to the way that working context behaves with claims management, if you set a value for the Account attribute in the working context, the values for the claiming account and payee in an invoice claim are defaulted only if the claiming account qualifies as a payee. This is only one example of how working context behaves with claims management – others are provided in the following section.

Attribute and Application Matrix

The matrix below summarizes whether or not attributes specified in the working context are assigned by default in claims management applications. For example, if a product category is defined in the working context, the specified product category value appears by default when you create a claim.

Attribute and Claims Management Application Matrix

Product, Product Category, Product Group

Account, Account Hierarchy Node, Target Group

Start Date, End Date

Funds Plan ID

Claim Creation

No

Yes, except for Target Group

No

Yes

Claim Search

Yes, except for Product Group

Account only

Yes

No

Prepayment Creation

No

Account only

No

Yes

Prepayment Search

No

Account only

No

Yes

Claim Submission Search

No

Account only

No

No

Settlement Search

No

Account only

Yes

No

Chargeback Creation

No

Account only

No

No

Chargeback Search

No

Account only

Yes

No