Manage Customer Claim Sources and Settlement Methods

When a customer claim is settled, Receviables transactions are created based on settlement methods.

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.

1. In the Setup and Maintenance work area, go to:
   • Offering: Order Management
   • Functional Area: Channel Revenue Management
   • Task: Manage Channel Claim Sources
2. Click the Add icon to create a new claim source.
3. From the Set Name list, select the set for which you want to create the claim source.
4. From the Claim Source drop-down list, select your claim source. The values are from the lookup ORA_CJM_CLAIM_SOURCE.
5. Select the Enable check box if you want the claim source to be available for your claims.
6. 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.
7. Enter values for the remaining fields, if required.
   • Description: Add a description for your claim source.
   • Default Claim Type: Select the claim type you want as the default for your claim source.
   • Default Claim Reason: Select the claim reason you want as the default for your claim source.
8. 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.
   • Claim settlement methods are defined in the lookup ORA_CJM_SETTLEMENT_METHOD.
   • The application that supports a predefined settlement method is defined in the lookup ORA_CJM_CLAIM_ACCOUNT_FOR.

     Claim Source	Supported Settlement Method	Accounting For
     Deduction	Credit Memo – On Account	Receivables