Creating Invoice Claims

You can create invoice claims. You must assign a trade promotion to the claim. You can:

You must also verify the predetermined fund, or choose another. You can assign prepayments for claim settlements.

Copying Invoice Claims

You can copy invoice claims.

Assigning a Trade Promotion to a Claim

You can assign one or multiple trade promotions to a claim by using the Add Promotion feature.

Processing Invoice Claims with Taxation

When you process an invoice claim that includes tax information, the system checks the following:

To use taxation in claims, you must activate the business function Claims and Funds Management (CRM_CF_1).

For more information, see Claim Taxation in Trade Promotion Management

Splitting a Line Item in the Resolution Block

You can use this feature to maintain additional funds, payees, or prepayments in the resolution table. You can select a line item in the resolution assignment block. If you decide to split the line item, the system creates two new line items directly under the selected line item. The first line contains the original data.

Resolving Target Groups

This resolution feature is available when a trade promotion that you assign to the claim has a target group as its planning account and has a type with a validation profile that supports the multi-customer scenario. With such a trade promotion, you validate the claim for individual members of the target group instead of the target group as a whole. Use the  More Add Target Group Member feature to select those members of the target group for which you want to validate part of the overall claimed amount.

Resolving Product Segments

This resolution feature is available when a trade promotion that you assign to the claim has a product segment assigned to it. With such a trade promotion, you validate the claim for individual product categories or products in the product segment instead of the product segment as a whole. You are automatically shown each product category in the product segment as an extra line. If the product segments contain products for which no product category can be determined, you are shown each of these products as an extra line.

Approving Claims

The approval process depends on your Customizing settings. You can manually approve claims, or the system can automatically approve them. The system checks whether the claim can be approved automatically or if the claim must be approved manually.

The approval cannot be done for the entire claim document. You can approve or reject individual items. The approval of one item releases the item for the settlement process, independent of the status of the other items.

Escalating Claims for Approval

The system automatically determines the person responsible to approve the claim. If the determined person responsible is unable to approve the claim they can escalate the claim to the colleague responsible.

Header Status

An invoice claim is item-oriented. This means that the header status is simply summary information about the claim. You can set the status of all items in the header.

An item-oriented claim has the following features:

In Customizing, you can implement a header-oriented approach instead of the item-oriented approach.