Generate Supplier Claims

Use the Generate Supplier Claims scheduled process to generate a single claim for a single supplier site, or multiple claims, at least one claim for each supplier.

Various parameters can be used to identify the earned accruals and manual adjustments to be included for claim generation. The generated claim can be immediately sent to Payables for supplier payment or sent to the claim analyst for review and approval.

When to Use

Use the Generate Supplier Claims process to generate supplier claims.

Privileges Required

• Generate Supplier Claims (CJM_GENERATE_SUPPLIER_CLAIMS_PRIV)

Specifications

Use these specifications when you run the scheduled process.

Specification	Description
Job Type	Scheduled
Frequency	You are encouraged to schedule the process to run as often as required for your business.
Time of Day	Any time, 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 for which the claim is created. The list of values shows the business units for which you have access to. Claims can't cross business units.	Business units to which the user has access.	None	N/A
Supplier	Optional	The name of the supplier for which the claim is created. This filters the accruals based on the supplier selected.	Supplier Name	None	N/A
Claim Owner	Optional	Assign an owner while generating a supplier claim. This overrides all the other methods.	Owner Name	None	N/A
Separate Claim per Supplier Ship and Debit Program	Optional	This parameter applies only to supplier ship and debit programs. Use this field to select whether a separate claim must be generated per supplier program. Select: Yes: To generate a separate claim per supplier program. No: To generate a separate claim per supplier per distinct accrual business unit and transactional currency. The default value is No.	Yes No	None	N/A
Enable Claim Approvals	Required	Use this field to choose whether the claims created have to be manually approved or not. Yes: Supplier claims are created in the Open status, and must be submitted manually for approvals. No: Supplier claims are directly created in the Settlement Pending status. The default value is Yes.	Yes No	None	N/A
Adjustment Type	Optional	Adjustment types based on the business unit selected, for filtering the channel program accruals. You can select one or more adjustment types here. The accruals are filtered down further based on this.	N/A	None	N/A
Program Template	Optional	Predefined program template for filtering the channel program accrual. This filters the accruals based on the selected template.	N/A	None	N/A
Program Type	Optional	This parameter further filters the accruals based on their program types. Program types available are based on the program template selected	N/A	None	N/A
Program	Optional	This parameter further filters the accruals based on their program name. Programs available are based on the business unit, program template, and program type selected.	N/A	None	N/A
Item	Optional	This parameter further filters the accruals based on the item for which the accruals were created.	N/A	None	N/A
Create Claim Based On	Required	Use this field to indicate whether to create the claim based on the accrual's accounting date or the requested accounting date. The default value is Accounting Date	Accounting Date Requested Accounting Date	None	N/A
Start Date	Optional	The start date for filtering the accruals.	N/A	None	N/A
End Date	Optional	The end date for filtering the accruals.	N/A	None	N/A

Note:

If you don't provide a program template or program type, then separate claims will be created for supplier rebate program accruals and supplier ship and debit program accruals. If multiple supplier rebate programs are available for a supplier, for each program, a separate claim will be generated.

Troubleshooting Information

• You can view the status of the close settled claim in the Scheduled Processes work area.
• The validation errors and warning messages 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.