Settle Customer Claims
The Settle Customer Claims scheduled process initiates the claim settlement process and retrieves the credit memo, invoice, or write-off details created in Receivables. It then updates the claim with the payment details and settles the claim.
When to Use
After you submit a claim, it moves into the settlement pending status. You can settle these claims using the Settle Customer Claims process.
- Oracle Tax Reporting calculates and applies any applicable taxes, as part of the settlement process for credit memos and invoices. Taxes aren't applicable to settlement methods from the Apply Others region.
- If there is any unsettled amount remaining in the claim, which is below the write-off threshold, then the write-off amount applies to the receipt or is adjusted on the invoice.
- If there is any unsettled amount remaining and no write-off is applicable, then the remaining amount is automatically moved to a child claim.
- The claim is updated to the Settled status.
Privileges Required
- Settle Customer Claims (CJM_SETTLE_CUSTOMER_CLAIMS_PRIV)
Specifications
Use these specifications when you run the scheduled process.
| Specification | Description |
|---|---|
| Job Type | Scheduled |
| Frequency | At least one time each day. The frequency of scheduling should be determined by how often you need to settle customer claims. |
| Time of Day | Anytime, even though it is recommended to run this process during off-peak hours. |
| Duration | Varies depending on parameters selected and the volume of data to be processed. |
| Compatibility | There should be only one instance of the job running at any point of time for a specific business unit. |
Parameters
| Parameter | Optional or Required | Description | Parameter Value | Special Combinations Required | Notes |
|---|---|---|---|---|---|
| Business Unit | Required | The business unit to filter the customer claims. | Business units for which the user has access. | None | N/A |
| Bill-to Account | Optional | The bill-to accounts with the bill-to account sites used in the selected BU. Use this parameter to settle claims for a specific account. | Bill-to Account | None | N/A |
| Claim | Optional | Use this parameter to settle a specific claim by specifying its claim number. The claim should belong to the BU and the bill-to account selected. | Claim Number | None | N/A |
Troubleshooting Information
- You can view the status of the settle customer claim in the Scheduled Processes work area.
- The validation errors and warning messages that prevented the close settled claim are displayed in the error log.
- Any interactive warning validations are NOT performed.
- When the program is submitted, you can Resubmit, Put on Hold, Cancel Process, Release Process as provided by the Scheduled Processes work area.