Configuring Invoice Claims, Deduction Claims, and Claim Submissions

Procedure

Complete the following settings in Customizing for Customer Relationship Management to set up invoice claims, deduction claims, and claim submissions.

Set up partner functions, access sequences, and determination procedures under Basic Functions Partner Processing .
The default partner determination procedures CSR00001 (invoice and deduction claims) and CSD00001 (claim submissions) are available as standard delivery Customizing and no changes are necessary. The standard delivery partner functions and access sequences do not require any changes either.
Set up the organizational data profile under Master Data Organizational Management Organizational Data Determination Change Rules and Profiles Maintain Organizational Data Profile .
The default organizational data profiles CSR000000001 (invoice and deduction claims) and CSD000000001 (claim submissions) are available as standard delivery Customizing and no changes are necessary.
Set up a transaction type under Transactions Basic Settings Define Transaction Types .
You can use the standard delivery transaction types:
- CSRI (invoice claim)
- CSR1 (deduction claim)
- CSD1 (claim submission)
Make the following settings for item categories:
1. Item categories under Transactions Basic Settings Define Item Categories
  You can use the standard delivery item categories:
  - CSR2 and CSR4 (invoice claim)
  - CSR1 and CSR3 (deduction claim)
  - CSD1 (claim submission)
2. Item category usages under Transactions Basic Setting Define Item Categories Usages
  You can use the standard delivery item category usage CSRI.
3. Item category determination under Transactions Basic Setting Define Item Category Determination
  You can use the standard delivery item category determination:
  - CSRI (invoice claim)
  - CSR1 (deduction claim)
  - CSD1 (claim submission)
Define the number range interval 01 from 0000000001 to 9999999999 under Transactions Basic Settings Define Number Ranges and then select Number Ranges for Claims.
Set up priorities.
1. Define the possible priorities for claims under Claims Management Define Priorities for Claims .
2. Assign the priorities to transaction types under Claims Management Assign Priorities to Transaction Types .
  Assign the priorities you defined in the previous step to transaction categories:
  - CSRI (invoice claim)
  - CSR1 (deduction claim)
  - CSD1 (claim submission).
Maintain the funds management integration settings.
1. Define the fund determination for the transaction type CSRI (invoice claim) and for CSR1 (deduction claim) under Claims Management Fund Determination .
2. Assign an availability control profile to transaction type CSRI (invoice claim) and for CSR1 (deduction claim) under Claims Management Funds Availability Control Assign Funds Management AVC Profile .
For claim submissions, complete the following steps:
1. Define the dispute management system under Claims Management Select FSCM Dispute Management System .
2. Assign the RFC connection of SAP ERP that runs dispute management to the application category ERP Dispute Case.
3. Map the dispute case type used in SAP ERP to the transaction type CSD1 under Claims Management Map Dispute Case Types to Transaction Types .
4. Define note types used for information exchange between dispute cases and claim submissions under Claims Management Define Note Types for Claim Submission .
Maintain the following condition types, which are available in the standard delivery Customizing under Basic Functions Pricing Pricing in the Business Transaction Define Settings for Pricing Create Condition Types :
- 26D1
- 26D2
- 26D3
- 26C1
- 26C4
- 26C6
- 26A0
- 0DIF
- 26S0
Assign pricing procedures for invoice and deduction claims under Basic Functions Pricing Pricing in the Business Transaction Determine Pricing Procedures .
Assign the standard delivery pricing procedure 26CSR0 to the combination of sales area (sales organization, distribution channel, and division), document pricing procedure, and customer pricing procedure.

The document pricing procedure assigned to the transaction category CSRI (invoice claim) and for CSR1 (deduction claim) in the standard delivery Customizing is N.
Assign pricing procedures for claim submissions under Basic Functions Pricing Pricing in the Business Transaction Determine Pricing Procedures .
Assign the standard delivery pricing procedure 26CSD0 to the combination of sales area (sales organization, distribution channel, and division), document pricing procedure, and customer pricing procedure.

The document pricing procedure assigned to the transaction category CSD1 in the standard delivery Customizing is L.
Ensure that the easy condition entry for the pricing procedure 26CSR0 is defined in Customizing under Basic Functions Pricing Pricing in the Business Transaction Set Up Easy Condition Entry .