Skip to end of metadata
Go to start of metadata


Correction Claim can be created for any claim that has some wrong data such as incorrect incorrect marketing project assignment, incorrect payee or incorrect amount.

Process Overview

The process looks as following. For a claim that is already settled it turns out that the validated amount is too high or too low. The option is either to cancel the whole claim and create the same again, or create a correction claim.

From the source claim we create the correction claim.

The correction claim is marked with the correction indicator.

The correction claim now gets the data corrected, such as any different validated amount and can be settled.


The settlement created for the source claim holds the amount specified in the souce claim.

Settling the correction claim calculates the delta amount and is created for the delta amount only.

In case the new validated amount is smaller than the old validated amount this will result in a debit memo. In case the the new validated amount is greater than the old validated amount this will result in a credit memo. In this example the settlement is considered as credit memo since the old validated amount was 1000 and the new validated amount 800 is smaller.


The process looks as following:


The amounts in both settlement must be equal to the validated amount in the correction claim.

The whole loop with having the dispute case involved looks may look as following:

Customizing

Copy Control

Since a correction claim is a follow up document for the source claim the copy control needs to be maintained for the claim header and the claim items. This is to be done in the Business Transaction customizing path:


Customer Relationship Management

Transactions

Basic Settings

Copying Control for Business Transactions


Known issues


Cancellation Process


The design of the cancellation process with having correction claims involved is documented in the following notes:


1677047 - Cancellation of correction claim

2180005 - Cancel a correction claim after it has been approved



Split Items in correction claims


Splitting Items in correction claims may cause issues while doing the settlement. Splitting correction claim items therefore should not be allowed for correction claim items having preceding claim items:


2259440 - Split action should not be allowed for correction claim items having preceding claim items.






  • No labels