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  Creation of Payments

Use

You can create a payment for both losses and expenses from the header of a collective invoice.

Prerequisites

  • InCustomizing activity Define Claim Bundle Types you have defined a company code for the claim bundle type (path: Start of the navigation path SAPInsurance Next navigation step Claims Management Next navigation step Claim Bundle Next navigation step Business Settings End of the navigation path ).

  • To create a payment, you need a dummy claim :

    Make the following Customizing settings:

    1. Create a benefit type tree with benefit types of the category Losses and of the category Expenses (path: Start of the navigation path SAPInsurance Next navigation step Claims Management Next navigation step Claim Next navigation step Product Configuration End of the navigation path -> Start of the navigation path Benefit Types Next navigation step Configure Benefit Type Trees End of the navigation path ).

    2. Create an internal claim type that you use in the claim bundle as the internal claim type for the dummy claim (path: Start of the navigation path SAPInsurance Next navigation step Claims Management Next navigation step Claim Next navigation step Process Control (Internal Claim Types) Next navigation step Configure Internal Claim Types). End of the navigation path

    3. Assign the benefit type tree from step 1 at subclaim level to the internal claim type of the dummy claim ( Customizing a ctivity Configure Internal Claim Types ).

    4. Assign the internal claim type of the dummy claim to the required collective invoice type (subtype of claim bundle type) (path: Start of the navigation path SAPInsurance Next navigation step Claims Management Next navigation step Claim Bundle Next navigation step Business Settings Next navigation step Define Subtypes for Each Claim Bundle Type End of the navigation path ).

Activities

To create a payment, proceed as follows:

  1. On the Overview tab page, in the Payment Level field, choose the entry Payment from Collective Invoice or Payment from Single Invoice .

  2. Create the payment (such as an Advance payment )

For each collective invoice you can only use one payment level, in other words, if you have created a payment at collective invoice level, you cannot proceed at single invoice level and create a payment from the collective invoice, and vice-versa.