Claim Submission with Tax
A document that represents one or more requests for payment or an underpayment made by a customer for trade promotion activities.
You can use this object to represent an underpayment or a request for payment. A claim submission is created as follows:
Automatically
Based on a dispute case, the system can create a claim submission.
Manually
Upon receipt of an invoice from an account, you can create a claim submission.
You can also use a claim submission to create follow-up documents, for example, deduction claims (with tax), invoice claims (with tax), chargebacks (with tax), or carried-over prepayments (with tax).
Note
Claim submissions are only applicable to the trade promotion management (TPM) business scenario.
Structure
At header level, you can change the status of a claim submission. The following table gives descriptions of certain lifecycle statuses and the implications for each status.
Status |
Implication for Manual Claim Submission |
Implication for Automatic Claim Submission |
|---|---|---|
Open |
You cannot create follow-up documents and no follow-up documents exist. |
You cannot create follow-up documents and no follow-up documents exist. |
In Process |
You cannot create follow-up documents and no follow-up documents exist. |
You cannot create follow-up documents and no follow-up documents exist. |
Released |
You can create follow-up documents. |
You can create follow-up documents. |
In Revision |
|
|
Resolved |
You cannot create or cancel follow-up documents. |
This status is not included for automatic claim submissions. |
You can have additional statuses that allow you to process the claim submission such as Posted to FI
and FI Posting to be Canceled
.
The Tax and Amounts
information includes amounts, net values, tax amounts, and tax codes. During a batch run to determine if tax differences exist in claims, the system uses these items to verify the correctness of a claim submission. If a tax difference exists,
the system updates the following amounts in the claim submission:
Unassigned Tax
Unresolved Tax
Unassigned Incl. Tax
Unresolved Incl. Tax
For more information about the amounts shown on claim submissions as of CRM 2007 SP02, see SAP Note 1132136
.
Mandatory tax-related fields include the following:
Net amount
Tax code
Tax jurisdiction code
Posting date
Display only tax-related fields include the following:
Tax country
The system enters the tax country based on the billing unit.
Tax amount
The system calculates the tax amount based on the following:
Tax code
Tax jurisdiction code
Posting date
Gross amount
The system calculates the gross amount by adding the tax amount and the net amount.
To use taxation in claims, you must activate the business function Claims and Funds Management (CRM_CF_1
).
You can maintain external reference numbers directly in a claim submission. However, you can also use external reference numbers from predecessor documents. For example, if you have external reference numbers that originate from an external system, such as a dispute case from SAP ERP, you can display them in SAP Customer Relationship Management (SAP CRM). When you create follow-up documents, for example, deduction claim, from a claim submission, the system enters the external reference in the follow-up document.
To use external reference numbers, you must activate the business function Claims and Funds Management (CRM_CF_1
).
Integration
Based on dispute cases in SAP Dispute Management that relate to trade promotions, the system can create a claim submission in SAP CRM. For more information, see SAP Dispute Management in SAP CRM.