Setting Up PeopleSoft Order Management Claimbacks
To set up claimbacks, use the Claimback SetID Options and OMBU Groups for Claimbacks components.
This topic discusses how to set up PeopleSoft Order Management Claimback options.
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Page Name |
Definition Name |
Usage |
|---|---|---|
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INSTALLATION_OM |
Select the Process Claimback option to enable claimback processing in Order Management. |
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CB_SETUP_OPT |
Set up default values and contacts, claimback contract and claim prefixes, and claimback claim over and under tolerances for claimback contracts. |
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CB_UNRESTRICTED |
Identify specific roles or users with unrestricted access to claimback contracts for the selected claimback SetID. |
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CB_OMBU_GRP |
Define which Order Management Business Units belong to each user-defined group. These groups will provide the list of Order Management Business Units by default to the claimback contract line. |
RMA Payment Terms
Use the Options & Defaults page (CB_SETUP_OPT) to set up default values and contacts, claimback contract and claim prefixes, and claimback claim over and under tolerances for claimback contracts.
Navigation:
Enter header-level default values for the claimback contract on this page.
Claimback SetID Information
Field or Control |
Description |
|---|---|
Automatically Apply |
The system applies a claimback only when the CSR clicks the Calculate Price button on the order entry form. Select a claimback contract processing option from these available options: First To Expire: If more than one contract qualifies for an order line or schedule and the flag is set to First to Expire, then the system applies the claimback contract with the earliest end date. Largest Claimback Amount: If more than one contract qualifies for an order line or schedule and the flag is set to Largest Claimback Amount, then the system applies the claimback contract with the largest calculated claimback amount. None: If the flag is set to None, then the system will not apply a claimback contract to an order line or schedule. |
Schedule ID |
Enter a schedule ID, as set up in the schedules component, to indicate how often claims should be generated for this claimback SetID. |
Stop Apply At Max Quantity (stop apply at maximum quantity) |
Indicates whether or not the contract should still be applied to a sales order line or schedule when the maximum quantity on the claimback contract has been reached. If this option is not selected, the system sends a warning message indicating that the maximum quantity on the claimback contract was reached. If the option is selected, the system sends an error message and does not apply the claimback contract to the sales order line or schedule because the maximum quantity on the claimback contract was reached. |
Base Currency |
Select a base currency to be used when creating claimback contracts for this SetID. |
Rate Type |
Identifies the conversion rate to be used if currency conversion is required. |
Claimback Contacts
Field or Control |
Description |
|---|---|
Notify Claimback Manager |
Specify if the Claimback manager should be notified when a claim is submitted for processing in the Claims Management Workbench for the claimback contract. If enabled, enter the Claimback manager ID in the field provided. |
Claimback Manager ID |
Specifies who has access to create and maintain claimback contracts for this SetID. This field is required, and it is provided by default to all claimback contracts created for this SetID. |
Notify Settlement Manager |
Specify if the Settlement manager should be notified when a settlement method is determined for a claim during the settlement process. If enabled, enter the Claimback Settlement manager ID in the field provided. |
Claimback Settlement Mgr ID (claimback settlement manager ID) |
Specifies who owns the settlement process for any claims created against a claimback contract. This person is responsible for processing the claim through Accounts Receivable or Accounts Payable, depending on the settlement method. This field is required, and it is provided by default to all claimback contracts created for this SetID. |
Prefixes
Field or Control |
Description |
|---|---|
Claimback Contract Prefix |
Specify one of the auto-numbering prefixes set up for the Claimback Contract ID number type. |
Claim Prefix |
Specify one of the auto-numbering prefixes set up for the Claim ID number type. |
Tolerances
Tolerances, both over and under based on either a flat amount or a percentage, are defined in the Claimback Contract Header and passed to the Claims Management Workbench to be used during the settlement process.
Note: The Accounts Receivable Payment Predictor functionality allows the user to set up matching tolerances that will automatically write off any remaining claim balance. The claim tolerances defined in the Claimback Contract Header are handled differently through the Claim Settlement process, which creates an adjustment to an open item to handle the amount of the remaining claim to be written off. To avoid creating duplicate write-offs for an open item, which could create a credit balance for the customer (supplier), you should not use a Payment Predictor method that uses a tolerance.
Field or Control |
Description |
|---|---|
Over Tolerance Percent |
If the amount above the claim amount that is received from a supplier is greater than or equal to this percentage of the claim amount, then the claim will be closed automatically. |
Over Tolerance Amount |
If the amount above the claim amount that is received from a supplier is greater than or equal to this amount, then the claim will be closed automatically. |
Under Tolerance Percent |
If the amount below the claim amount that is received from a supplier is less than or equal to this percentage of the claim amount, then the claim will be closed automatically. |
Under Tolerance Amount |
If the amount below the claim amount that is received from a supplier is less than or equal to this amount, then the claim will be closed automatically. |
Use the Unrestricted Managers page (CB_UNRESTRICTED) to identify specific roles or users with unrestricted access to claimback contracts for the selected claimback SetID.
Navigation:
To allow a user to access the Claimback Contract, you must define the user as an Unrestricted Manager or as the Claimback Manager on the Options & Defaults page. To allow a user to view and maintain Claimback Claims for the contract, you must define the user as an Unrestricted Manager, as the Claimback Manager on the Options & Defaults page, or as the Settlement Manager on the Claimback Contract.
Field or Control |
Description |
|---|---|
Security Type |
Define multiple users and roles as unrestricted for a given claimback SetID. These users can maintain all of the fields on the claimback contract except the Status, Recalculate Claims, and Next Claims Generation Date fields. Select a security type of Role or User ID. |
User ID/Role |
Specify the actual user ID or role code. This user or role has full access to maintain all of the claimback contract fields except the Status, Recalculate Claims, and Next Claims Generation Date fields. |
Note: Access for maintaining the claimback contract Status, Recalculate Claims, and Next Claims Generation Date fields is controlled by standard feature security functionality. You can set up this security for a role, a user, an Order Management Business Unit, or the installation.
Use the OM Business Unit Groups page (CB_OMBU_GRP) to define which Order Management Business Units belong to each user-defined group.
These groups will provide the list of Order Management Business Units by default to the claimback contract line.
Navigation:
Field or Control |
Description |
|---|---|
Group Name |
Enter the name of the Order Management Business Unit group being created. |
Description |
Enter a description of the Order Management Business Unit group being created. |
OM Business Unit |
Select one or more business units to associate with the Order Management Business Unit group being created. |