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Process documentationProcessing Claims

 

After an agreement has been made, it may be that the grantee is entitled to claim money back.

This could be because:

  • A grantee wants to claim back any additional expenses they have occurred

  • A grantee has met certain conditions in the agreement and is entitled to claim money back

Prerequisites

Make the following Customizing settings under Customer Relationship Management:

  • Start of the navigation path Web Channel Next navigation step E-Service Next navigation step Web Requests Next navigation step Define Request Categories End of the navigation path

  • Start of the navigation path Basic Functions Next navigation step Actions Next navigation step Actions in Account Planning Next navigation step Change Actions and Conditions Next navigation step Define Action Profiles and Actions and Define Conditions End of the navigation path

  • Start of the navigation path Industry-Specific Solutions Next navigation step Public Sector Next navigation step Grantor Management Next navigation step Grantor Program Management Next navigation step General Settings Next navigation step Define Program Profile End of the navigation path

  • Start of the navigation path Industry-Specific Solutions Next navigation step Public Sector Next navigation step Grantor Management Next navigation step Grantor Program Management Next navigation step General Settings Next navigation step Define Availability Control Profile End of the navigation path

  • Start of the navigation path Industry-Specific Solutions Next navigation step Public Sector Next navigation step Grantor Management Next navigation step Grantor Program Management Next navigation step General Settings Next navigation step Define Tolerance Profile End of the navigation path

  • Start of the navigation path Industry-Specific Solutions Next navigation step Public Sector Next navigation step Grantor Management Next navigation step Grantor Processing Next navigation step Financial Transactions Next navigation step Define Financial Execution Type End of the navigation path

  • Start of the navigation path Industry-Specific Solutions Next navigation step Public Sector Next navigation step Grantor Management Next navigation step Grantor Processing Next navigation step Financial Transactions Next navigation step Pricing Next navigation step Define Value Type End of the navigation path

  • Start of the navigation path Industry-Specific Solutions Next navigation step Public Sector Next navigation step Grantor Management Next navigation step Grantor Processing Next navigation step Business Add-Ins Next navigation step BAdI: Customer Enhancements for Grantor Claim End of the navigation path

Process

Claims are submitted using web requests. These must reference a valid agreement ID.

The claims are checked for eligibility, either using automatic processes or manually. Availability checking, which verifies if there are funds assigned and available to pay the claim, can be executed against the agreement and any advances cleared. Claims are then approved, released and paid.

The following payment types are available to the grantor or grantee to process a claim:

  • Advance: A payment made in advance of actual work or costs incurred

  • Payment: Funds granted to a grantee for costs incurred. If a grantee submits proof of expenses incurred that offset an advance, this is called a clearing payment.

Example

A grantor agreement has been set up for a low-income housing project. A builder wins the bid to construct the housing, but he requires funds to purchase materials and to pay workers. He therefore submits a claim to receive an advance payment.