Manage Supplier Claim Sources and Settlement Methods
Based on the application that generates the claim, and the claim amount, the claim class is determined.
The claim class along with the reference set determines the claim source for any claim. When this claim is interfaced to the Financials cloud to collect or pay, it uses the associated settlement method to do so.
You can configure the claim sources and the settlement methods they use for processing from the Manage Claim Sources page. The administration of claim sources is partitioned by reference sets.
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In the Setup and Maintenance work area, go to:
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Offering: Order Management
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Functional Area: Channel Revenue Management
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Task: Manage Channel Claim Sources
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Click the Add icon to create a new claim source.
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From the Set Name list, select the set for which you want to create the claim source.
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From the Claim Source drop-down list, select your claim source. The values are from the lookup ORA_CJM_CLAIM_SOURCE.
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Select the Enable check box if you want the claim source to be available for your claims.
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Claim classes are derived based on the claim source. Claim classes are defined in the lookup ORA_CJM_CLAIM_CLASS.
This table shows the mapping between claim source and claim class.
Flow
Claim Source
Claim Class
Deductions and Settlement
Deduction
Deduction
Deductions and Settlement
Invoice Deduction
Deduction
Deductions and Settlement
Invoice Overpayment
Overpayment
Deductions and Settlement
Manual Claim
Claim
Deductions and Settlement
Overpayment
Overpayment
Supplier Annual Program
Supplier Annual Program - Claim
Claim
Supplier Annual Program
Supplier Annual Program - Debit Claim
Debit Claim
Supplier Rebate
Supplier Rebate - Claim
Claim
Supplier Rebate
Supplier Rebate - Debit Claim
Debit Claim
Supplier Ship and Debit
Supplier Ship and Debit - Claim
Claim
When a supplier claim is totaled, a positive total is assigned as Claim
Supplier Ship and Debit
Supplier Ship and Debit - Debit Claim
Debit Claim
When a supplier claim is totaled, a negative total is assigned as Debit Claim.
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Enter the prefix you want for each of your claim source in the Prefix field. The value is used in as the prefix along with the generated claim number for each claim belonging to this claim source.
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Enter values for the remaining fields, if required.
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Description: Add a description for your claim source.
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Default Claim Type: Select the claim type you want as the default for your claim source.
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Default Claim Reason: Select the claim reason you want as the default for your claim source.
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Select the settlement methods for your claim source from the Available Settlement Methods section. You can set a settlement method as the default for the claim source.
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Claim settlement methods are defined in the lookup ORA_CJM_SETTLEMENT_METHOD.
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The application that supports a predefined settlement method is defined in the lookup ORA_CJM_CLAIM_ACCOUNT_FOR.
Claim Source
Supported Settlement Methods
Accounting For
Deduction
Credit Memo - On Account
Open Credit Memo
Open Overpayment
Write-Off
Receivables
Invoice Deduction
Credit Memo - On Account
Credit Memo - On Invoice
Open Credit Memo
Open Overpayment
Write-Off
Chargebacks
Receivables
Invoice Overpayment
Invoice
Open Deduction
Receivables
Manual Claim
Credit Memo - On Account
Receivables
Overpayment
Invoice
Open Deduction
Receivables
Supplier Annual Program - Claim
AP Debit
Payables
Supplier Annual Program - Debit Claim
AP Default Payment
Payables
Supplier Rebate - Claim
AP Debit
Payables
Supplier Rebate - Debit Claim
AP Default Payment
Payables
Supplier Ship and Debit - Claim
AP Debit
Payables
Supplier Ship and Debit - Debit Claim
AP Default Payment
Payables
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Click Save.