Execution of Collective Actions

Use

On the Tools tab page you can execute collective actions for multiple invoice items belonging to different invoices. Examples of such collective actions:

Rejection (removal) of certain items
Transfer of original amount per quantity unit

You can also transfer these attributes automatically by means of mass processing (see Mass Processing with Collective Invoices ).

Prerequisites

In IMG activity Claim Bundle: Define Tasks and Log Entries , create a task that you want to use as the collective invoice task (see below under "Scope"). Path in IMG: SAP Insurance Claims Management Claim Bundle Structuring Business Processes Activity Management ).

In the Navigation section, enter the navigation target 02 for this task (collective invoice tools screen).
In IMG activity Configure Tasks/Log Entries and Activities , at the level of Define Tasks and Log Entries , assign the collective invoice task to a task at single claim level in the Task Passed on to Claim Bundle section. Path in IMG: SAP Insurance Claims Management Claim Bundle Structuring Business Processes Activity Management ).

Features

If the same tasks occur in multiple payment proposals with one or multiple claims of a collective invoice, you can bundle them as a collective invoice task.

When you execute this collective invoice task in claims processing, the system navigates to the collective invoice and the Tools tab page. There the system displays all payment proposal items whose tasks belong to the collective invoice task.

To now execute the required collective action, you proceed as follows:

Select the collective action.

You can also select multiple collective actions simultaneously.
Make the changes (deducting certain items or transferring the original amount per quantity unit).
Choose Transfer Changes .
Save your entries.