
Partners in Claims
Definition
When you create a claim, or each time you access the claim to change it, you assign it to a partner type. Claim Management offers the following partner types:
Depending on the partner type, the system determines the following in claim processing:
If you have chosen the types "Customer" or "Vendor", the system does not offer the general partner overview for partner entry purposes, but:
You can enter a contact person in the notification address.
If you change the partner type, for example, from customer to vendor, the system adopts all the partners and displays them in the partner overview.
In the standard claim configuration, the contact person is always the customer contact person.
For vendors, the purchasing document
For customers, the sales order, delivery, and purchase order number
For "internal", the sales order, delivery, purchase order number, and purchasing document