Show TOC

ERP, Integration with Claims and Funds Management Locate this document in the navigation structure


Technical Data

Technical Name of Business Function


Type of Business Function

Enterprise Business Function

Available As Of

SAP enhancement package 5 for SAP ERP 6.0

Technical Usage

Financial Supply Chain Mgmt

Application Component

  • Invoicing (SD-BIL)

  • Accounts Receivable (FI-AR)

  • SAP Dispute Management (FIN-FSCM-DM)

Prerequisite Business Function


  • FSCM Functions 3 (FIN_FSCM_CCD_3)

  • Claims and Funds Management (CRM_CF_1)

With this business function you can use the following functions with integrated procedures between Claims and Funds Management (SAP CRM), Invoicing (SAP ERP), Accounts Receivable (SAP ERP) and SAP Dispute Management (SAP ERP):

  • Claim Settlement

  • Claim Chargeback Recovery Process

Claims Management (Trade Claims Management, TCM) and Funds Management‏ (Trade Funds Management, TFM) relate to Trade Promotion Management (TPM), a component of CRM marketing.


You have installed the following components as of the version mentioned:

Type of Component


Required for the Following Features Only

Software Component

  • FINBASIS 605

  • SAP_APPL 605

  • SEM_BW 605

Software Component

SAP ECC 6.0 Enterprise Extension PLM, SCM, SAP enhancement package 5 (EA-APPL 605)

Enhanced rebate processing

For you to be able to use the business function, the following prerequisites must be met:

  • You are using Claims and Funds Management of SAP CRM as of SAP enhancement package 1 for SAP CRM 7.0.

  • You have made the necessary settings in Customizing of all application components that you use. For additional information on the specific Customizing for this business function, see the related release note ERP_CF_INTEGRATION_1: Business Function ERP, Integration CLA & FM (New).

  • You have activated the following business functions:

    • ERP, Integration with Claims and Funds Management (this business function)

    • FSCM Integration 3

    • FSCM Functions 3 in the SAP Dispute Management system

      You need this business function for the claim chargeback recovery process.

    • Claims and Funds Management in the CRM system

      For additional information about this business function, see the SAP Library for SAP CRM on the SAP Help Portal under   SAP CRM 7.0 for Enhancement Package 1   Application Help   Business Functions (SAP Enhancement Package 1 for SAP CRM 7.0)   Business Functions for SAP Customer Relationship Management   Claims and Funds Management  .


Claims Settlement

Instead of CRM billing, you can now also use Sales and Distribution (SD) billing that is in the ERP system for the settlement. This does not change the processes for the end user in either the FI or SAP Dispute Management systems.

You can convert a claims settlement from the CRM system to a billing document or credit memo of the ERP system. If a corresponding rebate agreement has been made, you can settle this within Claims Management and in doing so create a credit memo document for the payment.

Rebate agreements that are paid using Claims and Funds Management are excluded from processing using the standard settlement programs. Their final settlement is made exclusively using a special finalizing process. In this process, you can make the final settlement for rebate agreements so that there is always a payment with the value zero in the result of the finalizing process.

For more information, see Finalizing Rebate Agreements.

Claim Chargeback Recovery Process

This process facilitates the cross-application processing of claim chargeback recoveries that you manage in Claims Management of the CRM system. In this respect this business function is closely connected to the FSCM Functions 3 (FIN_FSCM_CCD_3) business function that is in the SAP Dispute Management system.

Showing the Tax Amount

You can calculate and post the tax amount that is needed for the processes in claims management.