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ProcedureConfiguring Claims Management Integration

 

Claims management enables you to manage claims made as a result of trade promotions across all your integrated systems including SAP Customer Relationship Management, SAP ERP, and SAP NetWeaver Business Intelligence. You use claims management with trade promotion management (TPM) in the following TPM business processes:

  • Invoice claim

    The manufacturer receives an invoice from the retailer to claim an agreed amount for a trade-related activity.

  • Deduction claim

    The amount paid by the retailer to the manufacturer is less than the amount on the invoice sent by the manufacturer as a result of a trade-related activity.

Prerequisites

You have completed the settings in Customizing for Customer Relationship Management under:

  •   Basic Functions  :

    •   Actions  

    •   Date Management  

    •   Pricing  :

      •   Define Settings for Pricing   Create Pricing Procedure  

      •   Pricing in the Business Transaction   Determine Pricing Procedures  

      •   Pricing in the Business Transaction   Define Document Pricing Procedures  

      •   Pricing in the Business Transaction   Assign Document Pricing Procedure to Transaction  

      •   Pricing in the Business Transaction   Define Customer Pricing Procedures  

    •   Partner Processing  

    •   Text Management  

  •   Master Data  :

    •   Organizational Management   Cross-System Assignment of Organizational Units  :

      • Assign Billing Units to Sales Organizations

      • Assign Company Codes to Billing Units

    •   Territory Management  

    •   Business Partner   Define Attributes   Define Customer Groups  

  •   Trade Promotion Management  

  •   Funds Management  

Procedure

Settings in SAP CRM

  1. Complete the settings in Customizing for Customer Relationship Management under Claims Management. For more information, see Configuring Invoice Claims, Deduction Claims, and Claim Submissions and Configuring Claim Settlements.

  2. To integrate the claims settlement business process steps, assign a billing unit to a sales organization under   Master Data   Organizational Management   Cross-System Assignment of Organizational Units   Assign Billing Units to Sales Organizations  .

  3. Complete all the settings in Customizing for integrating invoice claims with TPM under   Trade Promotion Management   Trade Promotions   Claims Integration   Maintain Transaction Types for Invoice Claims  .

Settings in SAP ERP

  1. Activate the business functions:

  2. Activate the Business Configuration (BC) set UDM_CUST_CCM.

    For more information on activating the BC set, see Configuring Dispute Management Integration.

    Note Note

    This BC set is activated for dispute case type F_D3. In transactions fdm_cust01 and fdm_cust13, dispute case type F_D3 has been added for company code 3000. Transactions fdm_cust22 and fdm_cust23 are also maintained. In dispute case type 1175 (invoice 1800000002/3000), you can select the corresponding values under Status and Reason.

    End of the note.

  3. Complete the settings in Customizing for Financial Supply Chain Management under   Dispute Management   Process Integration with Accounts Receivable Accounting   →:

    • Activate Process Integration for SAP Dispute Management

    • Define Default Values for Creation of Dispute Cases

    •   Automatic Write-Off of Dispute Cases   Edit settings  

    • Integration with Other Applications

  4. Complete the settings in Customizing for dispute case processing under   Financial Supply Chain Management   Dispute Management   Dispute Case Processing   Integration with Other Applications  .

    For more information, see Configuring Dispute Management Integration.

More Information

Configuring Invoice Claims, Deduction Claims, and Claim Submissions

Configuring Claim Settlements

Configuring Prepayments