Elements of a Customer Claim

General Tab

The following table displays the details of some of the fields in the General tab:

Field	Details
Status	The status of the claim.
Business Unit	The Business Unit associated with the claim.
Claim Source	The source from which the claim is created.
Owner	The owner (username) of the claim.
Claim Number	The claim number. If left blank, a unique claim number is automatically generated.
Date	The claim date.
Age in Days	The age of the claim.
Claim Amount	The total claim amount.
Parent Claim	The parent claim number, if applicable.
Contact	The contact for the customer.
Salesperson	The salesperson associated with the claim.
Broker	A broker is an Organization customer in TCA with a Broker relationship with the Bill-to customer on the claim.
Source Claim System	The name of the third-party system from which the claim is generated.
Source Claim Number	This is the claim number in the third-party system from which the claim is generated. If you don't add a number, the application automatically generates a number when you save your claim.
Bill to	The bill-to account, site, customer, and address details are from the receipt Note: For manual claims, you must enter this information. For Deductions and Overpayments, this information is derived from Receivables.
Ship to	The customer, site, and address details. Non-invoice related deductions and overpayments: During claim creation, the filed is blank. You can update to any customer ship-to locations in the same BU of the claim. Invoice related deductions and overpayments: You can update to any customer ship-to locations in the same BU of the claim. However, for the settlement method Credit Memo - On Invoice, the ship to information of the deduction must be the same as that of the source invoice. Note: For manual claims, you must enter this information.
Reference	Reference details provided by the customer during short payment or overpayment. These details include customer reference, customer reason, and customer reference date.
Additional Information	Descriptive flexfields with a global context.
Settlement summary	The summary for the settlement. This details include Claim Type, Claim Reason, Remaining Amount, Mass Settlement Number, Submitted Date, Submitted By, Approved Date, Approved By, Settlement Date, Settled Amount, Accounted Settled Amount, Accounting Date, Child Claim, Split Amount, and Accounted Split Amount.
Receipt	Receipt number with quick link to Receivables. You can view the Receipt Date, Receipt, Receipt Amount, Receipt Reference, Invoice Date, Invoice, Invoice Amount, and the Invoice Salesperson. Note: Note: If your administrator has enabled the Receipt descriptive flexfield (Channel Revenue Management integration), then you can view additional details of a receipt application line without having to drill down to the Receivables receipt. Note: This section is available only if the claim source is deductions, invoice deductions, overpayment, or invoice overpayment.
Additional receipt information	Descriptive flexfields with a global context.
Claim Reason	The standardized claim reason if this customer's trade profile has the customer reason codes mapped. If the customer reason code isn't mapped, then this is the reason entered as the Application Reference Reason while creating the claim investigation line. If this wasn't entered, then you see the default claim reason assigned in the claim source setup. You can update the reason while resolving the claim, when it's in the open status.
Mass Settlement Number	Each related claim is given a unique number that serves as a tracking number for that single dispute and is autogenerated when you click Settle to complete a mass settle of a claim.
Claim Type	The default claim type assigned in the claim source setup. You can update the claim type while resolving the claim, in the open status.
Attachments	To include additional information as attachments to the claim.
Receipt	Receipt number with quick link to Receivables. Note: If your administrator has enabled the Receipt descriptive flexfield (Channel Revenue Management integration), then you can view additional details of a receipt application line without having to drill down to the Receivables receipt.

Settlement Tab

The following table gives the details of some of the fields in the Settlement tab:

Field	Details
Select a type	Choose between Promotional and Nonpromotional.
Claim Type	The default claim type assigned in the claim source setup. You can update the claim type while resolving the claim, in the open status.
Claim Reason	The standardized claim reason if this customer's trade profile has the customer reason codes mapped. If the customer reason code isn't mapped, then this is the reason entered as the Application Reference Reason while creating the claim investigation line. If this wasn't entered, then you see the default claim reason assigned in the claim source setup. You can update the reason while resolving the claim, when it's in the open status.
Comments for Approvers	You can add comments for approvers in this field.
Add Settlement Method	Choose the settlement method. You can choose from Credit Memo - On Account, Check, and Payables Default Payment.
Credit Memo on Account	Enter the details for the settlement method such as Override Transaction Date, Accounting Date, Claim Amount Includes Tax, and Transaction Salesperson.
Check	Enter the details for the settlement method such as Supplier, Site, Override Transaction Date, and Accounting Date. These fields are enabled only if you selected a Payables related accounting method. This settlement method is applicable only for Manual Claims.
Payables Default Payment	Enter the details for the settlement method such as Supplier, Site, Override Transaction Date, and Accounting Date. These fields are enabled only if you selected a Payables related accounting method. This settlement method is applicable only for Manual Claims.
Associated Accruals	This section displays all associated accruals for the claim. Search for programs from the Available programs to associate section, enter amounts to associate, and associate them to the claim.

Splits Tab

This tab displays a list of claims that were split from the current claim. The following table gives the details of some of the fields in the Splits tab:

Field	Details
Remaining Amount	The amount remaining in the claim.
Split Total	The total amount used in the split. The split claim amount or the sum of the split claim total amount is always less than or equal to the parent claim amount.
Copy attachment from source claim	If this is selected when the split claims are initially saved, then all attachments from the parent claim are copied to the child claim.
Split Claim	Click this to create a split.
Delete	Select a split and click this to delete the split claim. You can't delete a split claim after generating the split claim number.
Claim Number	The claim number is automatically generated when you save the claim and you can't edit this field.
Claim Type	Select an option. If you leave this field blank, then the type of the parent claim is defaulted.
Claim Reason	Select an option. If you leave this field blank, then the reason of the parent claim is defaulted.
Amount	Enter the amount for the split claim. This is a required field.
Reference	Enter customer reference information such as debit memo number.
Automatic split	This is read only and displays for system generated splits.
Status	Displays the claim status.

Confirmation Tab

Receivables

Field	Details
Settlement Method	The name of the settlement method used to settle the claim. For example, Credit Memo - On Account.
Open Transaction Number	Displays for netting scenarios such as open overpayment, open deductions, and open credit memo.
Original Amount	The original amount that you entered to settle the claim.
Type	The type of instrument that is created in Receivables as part of the settlement. For example, Invoice.
Number	The instrument number created in Receivables as part of the settlement.
Date	The instrument date created in Receivables as part of the settlement.
Total	The total instrument amount including tax.
Tax	The amount of tax applied.

Payables

Field	Details
Settlement Method	The name of the settlement method used to settle the claim. For example, Check.
Type	The type of instrument. For example, Invoice.
Number	The instrument number.
Date	The date of the instrument.
Instrument Amount	The amount in the instrument.
Instrument Payee	The name of the supplier for whom this instrument is created.
Instrument Status	The status of the instrument. For example, APPROVED.
Payment Type	The type of payment in the instrument. For example, Check.
Payment Number	The payment number in the instrument. For example, the check number.
Payment Date	The payment date in the instrument.
Payment Amount	The payment amount in the instrument.
Payment Payee	The name of the supplier who receives this payment.
Payment Status	The payment status in the instrument. For example, NEGOTIABLE.

Dates in a Claim

These are the important date fields in the claim, and what they mean:

Date Field	Description
Submitted Date	Date when claim is resolved and submitted for approval. This gets updated every time you make a submission.
Approved Date	Date when the claim is approved. Submitted date and approved date is the same if the claim creator has approval privilege.
Rejected Date	Date when the claim is rejected.
Settlement Date	Date when the claim is updated to the Settled status.
Accounting Date	Claim's accounting date. Defaults to the system date when the status changes to Settlement Pending.
Receipt Date	Date of the receipt, in Receivables.
Invoice Date	Date of the invoice in Receivables. Available only in invoice-related claims.

Note: If your role has access, you can navigate to the Receivables transactions directly from the claim.