Partners in Claims
Definition
When you create a claim, or each time you access the claim to change it, you assign it to a partner type. Claim Management offers the following partner types:
Vendor
Customer
Internal
Depending on the partner type, the system determines the following in claim processing:
A suitable partner
If you have chosen the types "Customer" or "Vendor", the system does not offer the general partner overview for partner entry purposes, but:
For customers:
Customer Address
, where you can enter a customer who already exists in the systemContact Person Address
, for the contact person at the customerNotification Address
: for example, the customer's lawyerFor vendors:
Vendor Address,
where you can enter a vendor who already exists in the systemManufacturer Address
Notification Address
: for example, sales and distribution at the vendor
You can enter a contact person in the notification address.
If you change the partner type, for example, from customer to vendor, the system adopts all the partners and displays them in the partner overview.
In the standard claim configuration, the contact person is always the customer contact person.
Allowed reference documents
For vendors, the purchasing document
For customers, the sales order, delivery, and purchase order number
For "internal", the sales order, delivery, purchase order number, and purchasing document