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Use

This release note is relevant if upgrading from SAP CRM 5.0 or from SAP CRM 5.2. A claim is a request for reimbursement. A claim potentially includes information about proof-of-performance as a means of justifying the claim. A claim is submitted for audit and reimbursement (settlement).

You can manage claims related to trade promotion management (TPM) and market development funds (MDF).

For more information about the functional possibilities of claims management, see the application help.

Variety of Claim Types

You can use the following claim types:

Claim Type Recommended Area

MDF claim MDF Direct payment TPM Deduction claim TPM Invoice claim TPM Scheduled claim TPM Chargeback TPM - Deduction

A deduction is any situation where the channel reseller or distributor has reduced the manufacturer's invoice amount because of a charge taken against advertising, marketing or any other activity.

- Invoice claim

Invoice claims are sent from the account (retailer, wholesaler, indirect) claiming an amount that has been agreed on in a trade promotion/account plan. Invoices can be either very structured providing the activities and performances as well as the claimed amount for each including proof of

performance or there is the invoice amount with some explanatory note. - Direct payment

Direct payments are typically used to payout to various number of accounts/stores without a direct business relationship. Therefore there is no marketing project planned for these accounts/stores. - Chargebacks

A chargeback is a way of requesting money from the customer who has deducted from the manufacturer's invoice without performing.

Integration with Funds Management

The fund determination function controls which funds can be used for a claim. Fund budgets are consumed when claims are validated. If a claim is canceled, the corresponding fund budget is also reset.

Approval, Validation and Settlement

You can use SAP Business Workflow tool to control the approval process. The process supports manual approval and automatic approval, and notification.

Availability checks determine whether a claim or combination of claims can exceed the available budget. You can use the validation worksheet function to determine, for example, how much is owed. The settlement process is triggered after finally approving the claims.

Integration with SAP ERP

Claims management is integrated with SAP ERP and can be integrated with SAP ERP Dispute Management (ERP FSCM).

See also

Funds Management (New)

Market Development Funds (Changed) Trade Promotion Management (Enhanced)

1.17.3 Claim Settlements (New)

This release note is relevant if upgrading from SAP CRM 5.0 or from SAP CRM 5.2.

Claims related to trade promotion management (TPM) and market development funds (MDF) are settled in the SAP CRM billing component and transferred to the following integrated applications:

- SAP ERP Financials (accounts payable and receivable, controlling)

- SAP ERP Dispute Management (dispute cases for deduction claims, prepayments, and write-offs) The following is an overview of the claim settlement functions in SAP CRM billing.

Claims and Prepayments

When a claim is approved or a prepayment triggered, items from the claim or prepayment transaction are transferred to the billing due list. Settlement takes place either during a scheduled settlement run or is triggered manually.

During settlement, credit memos are created for the payable amount. In the case of deduction claims, which do not require a payout, the credit memo clears a dispute case in SAP ERP Dispute Management. You can activate an availability check to determine whether the fund budget is sufficient to reimburse each claim item. If the budget is insufficient, the billing due list item remains open.

You can also make partial payouts for claims if the fund budget is insufficient for a full payment.

Write-Offs

Amounts that are written off because they have been overpayed to a claiming account or are unresolved are also processed in billing. These amounts are posted as expenses in accounting.

Cancellation and Correction

You can cancel and correct settlements. For more information, see the application help for settlements in claims management.

Note: You cannot use the following functions for claim transactions:

- Intercompany billing - Supplementary invoice - Retroactive billing

- Condition-based invoice split

Effects on Customizing

You need to make the following settings in Customizing for Customer Relationship Management, under Billing:

- Activate the following features (activity Configure Application): - Enhanced Account Determination

- Marketing Set

- Set the billing relevance of all claims-related item categories to Value-Based Billing After Approval (activity Define Billing Relevance of Item Categories)

- Define the billing types that you require for settling claims (activity Define Billing Types): - Assign one of the predefined billing categories for prepayments or claims.

- Assign any cancellation copy requirements that you require. You can use a predefined copy requirement, or create your own in the activity Define Copy Requirements and implement it in the activity System Enhancements -> Business Add-Ins ->Copy Requirements for Cancellation. - If required, assign an account determination type for the billing type.

Note that account determination types assigned to billing types override the account determination type assigned to the entire application (in the IMG section Integration -> Transfer of Billing Documents to Accounting).

- Define the billing item categories that you want to use for claim settlements (activity Define Billing Item Categories)

- Assign each transaction type and item category for claims to the corresponding billing item categories (activity Item Category Determination -> Assign Item Categories)

You need to make the following settings in Customizing for Customer Relationship Management, under Billing -> Integration -> Transfer of Billing Documents to Accounting -> Transfer to Accounts

Receivable (FI-AR) and Accounts Payable (FI-AP):

- Specify symbolic accounts for determining the following in SAP ERP Financials :

- Expense and accrual accounts for claims, depending on the sales organization and expense type

- Balance sheet accounts for prepayments, depending on the sales organization and expense type

You do this in the activity Enhanced Account Determination -> Assign Symbolic Account Key. - Specify the document types that you want to use to post billing data in accounting (activity Assign

Document Types)

- Specify the dunning block and payment terms for prepayments (activity Define Parameters for Prepayment)

You also need to set up data exchange according to SAP Note 883162 to enable vendor-based integration with accounts payable in SAP ERP. In particular, you need to make settings for the following:

- The billing type that you use for integration with accounts payable - The billing category Claim Settlement (Accts Payable)

See also

For an overview of claims management functions, see the release note Claims Management (New). For detailed information on claims and claim settlement, see the application help for claims management.

1.17.4 Aggregation and Distribution of Amounts in Marketing Projects for