This process creates claim entry with only basic data for fast entry of return authorisations.
- In the menu, expand Base Modules > Distribution > Debtors & Claims > Claims > Entry and double-click Fast Claim Entry. CLE010A Fast Claim Entry selection panel appears.
- Enter Customer number and Customer claim number. If in maintenance mode then Claim reference number can be entered to maintain the claim details.
- Click OK to confirm the details.
- Select date and click OK to confirm the selection. Fast claim entry header details are completed and a new panel is displayed to add item details.
| Field | Description |
| Item | Name of the item against which claim is to be created. |
| Claim qty | Total number of item quantity to be claimed. |
| Rt | The return reason code identifies the reason for the credit request for a specific item in a customer claim. This detail transaction reason code is validated by claim header reason via TMSDS/TR-RSNV. If there is no entry in this control file no validation is performed. TMSDS/TR-RSNV contains a list of Claim header reason codes and the allowable detail reason codes. If the header return code is changed then the system will override the existing detail reason codes if it’s blank or is the same as the old header code. If the detail code is different from the old header code then the system will not override the detail codes; it will assume the detail codes have been overridden. |
| Orig Doc# | The original document number is the original invoice number on which the returned item was bought and by referencing the invoice here, the price and discount from the invoice will default. If necessary override the price rather than defaulting to the new price. An alpha search is available to find the matching invoice. This ensures that a claim for a return cannot be for more than the outstanding quantity on the invoice. A warning will be given if there are other credit notes linked to the invoice and a function key will display if this is the case, so that further investigation can be done via inquiries. A warning might display if an allocated document number is not entered. The message includes instructions to press F14 to ignore the message and continue. These instructions are established in TMSAR/CE-ALOCV. When no invoice is allocated to a claim the system will use the average sales price for credit amount. Where multiple entries for a Billing number and hierarchy levels exist, they can be matched with the transaction for invoice allocations in the claims processing. This is validated using TMSDS/CL-ALLOC. The header invoice number is used in Accounts Receivable. To switch on the claim validation process, use TMSAR/CL-ADN. |
| Function | Description |
| Suspend claim | This suspends a claim during claim entry to be re-activated at a later stage. This means that when entry is interrupted the claim does not need to be cancelled. |
| Override/Lock | Switches to allow override of default values such as return reason code and original document number. |
| Option | Description |
| Append text | Access line item text maintenance to add free form text which can be more claim details or claim information. |
- Enter the following item details,as necessary.
- Click OK to confirm and the new claims gets added to the system.
