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Function documentationScheduling of Invoice Claims Locate this document in the navigation structure

 

You can schedule the generation of claims to:

  • Automate the claims process in cases where the manufacturer expects to perform regular payments

  • Potentially control when claims balances appear in financial accounting figures

A scheduled claim is always an invoice claim type as a scheduled claim involves a payment to a retailer.

Example Example

An account has negotiated that as part of a growth rebate it gets paid quarterly throughout the year. Rather than requiring the account to submit a quarterly claim, you schedule a regular quarterly claim for that account.

End of the example.

Prerequisites

You have defined the following:

  • An invoice claim transaction type for scheduled claims in Customizing for Customer Relationship Management, by choosing   Trade Promotion Management   Trade Promotions   Claims Integration   Maintain Transaction Types for Invoice Claims  .

  • A validation profile, organizational data, products, and trade spends for the trade promotion.

Features

You can do the following with scheduled claims:

  • Define the payment schedule

    Set the time period and the interval (in units of days, weeks, or months) for scheduled claim processing.

  • Create the scheduled claim either immediately or in the background as part of a batch process

    A batch process is useful when there are a number of scheduled claims to create for the specified period.

  • Delete or cancel scheduled claims

    Note Note

    If a scheduled claim has been paid, you can only cancel it, you cannot delete it; it remains in the system as a claim that was paid. You cannot delete a scheduled claim if it, or any of the line items it contains, has the status To Be Approved.

    End of the note.

Each scheduled claim is validated by the system prior to payment.

All scheduled claims for a trade promotion are listed in the Scheduled Claims assignment block. Each line in the assignment block represents one scheduled claim, which itself is composed of one or more trade spends.

Note Note

You cannot convert a deduction or invoice claim into a scheduled claim. Deduction and invoice claims appear in the Claims assignment block, not the Scheduled Claims assignment block.

End of the note.

A template claim is a scheduled claim that does not yet appear in actual accounting figures. A template claim cannot go through the settlement process. You can implement template claims in Customizing for   Customer Relationship Management   Trade Promotion Management   Trade Promotions   Claims Integration   Business Add-Ins   BAdI: Data Modifications for Scheduled Claims  .