Creating and Processing Claims (SAP Library

Creating and Processing Claims

Prerequisites

You can apply the preconfigured settings we supply to Claim Management, so that there is no need for any customizing. However, if the preconfigured settings do not meet your requirements, maintain the following settings before you use Claim Management:

You want to:	What You Should Know	Menu Path
... Define a new notification type	The standard system we deliver contains two types of notification. The claim on customer or vendor is a claim made by your business against another business involved in the project. The claim by customer or vendor is a claim made against your business by another business involved in the project. You can create additional notification types if required.	Project System ® Claim ® Notification ® Create Notification ® Notification Type ® Define Notification Types
... Define a number range for the notification type	A number range has been assigned to one or more notification types. When you assign a number range to the claim, the procedure depends on whether a number range has already been assigned to a notification type. Number range is already maintained for a notification type Execute transaction SM29. This takes you to the screen Tables - Model Transfer. In the Command File field, enter the file p46c_clm_mel. The system copies the customizing settings, but not the number ranges, from client zero to your client. Go to customizing and maintain the number range for the claim type. No number range has been maintained. Execute transaction QCCN. This takes you to the screen Tables - Model Transfer. The Command File field is already filled. Confirm the prompt. The system copies the number range object from client zero to your client. Now carry out transaction SM29, proceeding as described above.	Project System ® Claim ® Notification ® Create Notification ® Notification Type ® Define Number Ranges
... Configure screen templates for your notification types	The information groups in the notification are assigned to particular registers and screen areas. Configure the screen templates to suit your requirements.	Project System ® Claim ® Notification ® Create Notification ® Notification Type ® Define Screen Templates
... Maintain catalogs for claim entry	When creating a claim, you need to fill a number of input fields. The system offers a number of input options for these fields. The number and type of input options is determined by catalogs, which you create yourself. For example, you create a catalog that lists situations that can lead to variances from the project plan (such as human error or force majeure) or possible error locations (such as construction sites).	Project System ® Claim ® Notification ® Create Notification ® Notification Type ® Maintain Catalogs
... Define a report structure	As your catalogs can be used for all notification types in the R/3 System, the code groups permitted in each catalog are assigned to a particular notification type by means of a report structure. For more information, see Report Structures and Changing Report Structures.	Project System ® Claim ® Notification ® Create Notification ® Notification Content ® Define Report Profiles
... Define a partner structure for a notification type	You use the partner structure to determine which partner roles (such as ordering party or person responsible) are permitted or required for claim processing.	Project System ® Claim ® Notification ® Create Notification ® Partner ® Define Partner Structures
... Stipulate priority types for notification types	The system uses the priorities assigned to a relative start and finish date to determine the desired start and finish dates for a claim, taking the entry date as its starting point.	Project System ® Claim ® Notification ® Notification Processing ® Response Control ® Define Priorities
... Define codes for long texts	You can assign four different long texts to a claim, each with a different description. You assign a catalog, code group, and code to each long text.	Project System ® Claim ® Claim-Specific Settings ® Codes for Detailed Long Texts

Procedure

Choose Logistics or Accounting ® Project System ® Notifications ® Create Claim.

This brings you to the Create Claim: Initial Screen.

Enter the Notification Type and, if required, the Partner Type.

You do not have to determine the partner type now. If you decide to do it later, do so in claim processing by choosing This graphic is explained in the accompanying text Change Partner Type. Among other things, the partner type determines which reference documents the system offers in claim processing. If you do not specify a partner type, the system displays all available reference documents.

For more information, read Partners in Claims .

Do not enter a notification number, unless you have specified in customizing that the number range interval you have assigned to the notification type permits external number assignment.

Caution

If you want to enter the notification using the Internet, choose a number range interval that does not permit external number assignment.

Choose .

This brings you to the Create Claim: <Notification Type> screen.

Enter the necessary data.

To enter detailed information on the claim, use This graphic is explained in the accompanying text

Edit Text to select a long text type. In the standard system, this button is on the Facts tab page.

Recommendation

We recommend that you enter either a long text for the notification header or the four long text type whose descriptions you have maintained in customizing.

For more information, read Entering Notification Long Texts .

Specify a priority for the claim. This indicates how important and urgent the claim is. In the standard system, this field is on the Facts tab page.

For more information, read Specifying Priorities .

Assign a reference object to the claim, either now or later. In the standard system, this field is on the Assignment tab page.

Note

Assigning a claim to a reference object allows targeted claim selection in the information system. Note that you can only view this assignment in Claim Management reporting. The assignment is not integrated with other reports, such as the structure overview in the Project System.

Enter the costs for the claim. In the standard system, the fields for this are on the Costs tab page.

You can estimate the costs or, if you have detailed information about the claim, have them calculated using unit costing .

To execute an activity, either enter the appropriate tasks and actions in the relevant tab pages or choose them from the activity string. The system documents the chosen activity in the relevant tab pages.

For more information, see Tasks, Actions, and Activity String .

To assign DMS (Document Management System) documents to the claim, enter the documents in the DMS tab page.

For more information, see Incorporating Documents from the DMS.

Save the claim by choosing .

This returns you to the Create Claim: Initial Screen.

Result

The system saves the claim and assigns a notification number.