Warranty Processing Post Credit BBP

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Warranty Processing_Post Credit_BBP

1 Warranty Claim with Post-Credit ProcessingThis scenario describes the business processes for warranty and returns management with post-creditprocessing. Claimant, processor, and reimburser are the three parties involved in this scenario.

For a post crediting process, the processor creates a debit memo for the reimburser first and then creates acredit memo for the claimant after the reimburser confirms the claim. The scenario also covers theaccepting process and rejecting process following the warranty check.

1.1 Process Flow

The dealer (claimant) sends the warranty claim details with individual items (material, labor value,external services, and so on) and measurement data (number of kilometers or operating hours) tothe claim processor who creates the claim in the system.

Flexible checks are run automatically in the processors system, to check for example, whether theclaimant is authorized to create warranty claims, and whether all the necessary data is complete.

The system then decides on the basis of the measurement data, whether the claim is accepted orrejected.

The valid claim is sent to the reimbfeeurser, processed by the reimburser, and returned to theclaim processor.

The accounting documents are posted: A credit memo is sent to the claimant, and a debit memo issent to the reimburser.

The claim is then completed.

1.2 Key Points The business partners involved in this scenario are the claimant, processor and reimburser. The

role of the reimburser is for information purposes only.

Two sub-processes for accepting and rejecting warranty

Simulation of EDI for claim versions

Integration with master warranty

Equipment used as Warranty object


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Warranty Claim with Post-Credit ProcessingBusiness Process Procedure

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Contents

1 Warranty Claim with Post-Credit Processing ................................................................................. ..1

1.1 Process Flow.............................................................................................................................. 1

1.2 Key Points.................................................................................................................................. 1

2 Purpose............................................................................................................................................ 4

3 Prerequisites.....................................................................................................................................6

4 Preliminary Steps.............................................................................................................................. 7

4.1 Assigning User Profiles.............................................................................................................. 7

5 Business Processes ........................................................................................................................ 8

5.1 Creating a Warranty Claim......................................................................................................... 8

5.2 Importer: Displaying the Master Warranty................................................................................ 13

5.3 Importer: Warranty Checking Accept Claim........................................................................ ..15

5.4 Importer: Checking Warranty Reject Claim...........................................................................16

5.5 Creating Version from Claimant............................................................................................... 18

5.6 Importer: Releasing Incoming Claimant Version ..................................................................... 19

5.7 Importer: Creating Version To Reimburser ..............................................................................20

5.8 Importer: Releasing Version To Reimburser ...........................................................................21

5.9 Importer: Creating Version From Reimburser.................................................................... ......22

5.10 Importer: Posting Debit Memo................................................................................................23

5.11 Importer: Displaying Debit Memo........................................................................................... 24

5.12 Importer: Creating Version To Claimant................................................................................. 25

5.13 Importer: Releasing Version to Claimant ...............................................................................26

5.14 Importer: Posting Credit Memo ............................................................................................. 27

5.15 Importer: Displaying Credit Memo..........................................................................................28

5.16 Importer: Posting Credit Memo List........................................................................................29

5.17 Importer: Completing the Warranty..................................................................................... ...30

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Flexible checks are run automatically in the processors system, to check for example, whether theclaimant is authorized to create warranty claims, and whether all the necessary data is complete.The system then decides on the basis of the measurement data, whether the claim is accepted orrejected.

The claim, having been processed by the reimburser, is returned to the claim processor. The claimprocessor checks the claim.

The accounting documents are posted: A credit memo is sent to the claimant, and a debit memo issent to the reimburser.

The values are updated in Financial Accounting and Controlling.

Two variations are considered in this scenario: accepting and rejection. Two claims arecreated with different equipment numbers. For the first claim, the equipment has alreadypassed the warranty validation period, and is rejected during the validation check. Forthe other claim, the equipment passes the validation check, and continues through thewarranty processes.

The terms Post-Crediting and Pre Crediting refer to the sequencing of the steps inClaims Processing.

Pre crediting refers to a warranty process where the processor reimburses the claimantfirst before trying to get reimbursement from the reimburser.

Post-crediting refers to a warranty process where the processor forwards the claimant-

request to the vendor. The processor reimburses the claimant only after they receive apositive reply from the vendor

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3 PrerequisitesYou have entered the master data required to go through the procedures of this scenario. Ensurethat the following scenario-specific master data exists before you test this scenario:

Master Data

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Name Value Description

Company Code US01 Country Template US

Plant Z001 Plant Z001 USA

Sales Organization Z001 USA Sales org AC

Distribution Z1 USA AC wholesale

Division Z1 AC division 01

Customer GM MOTORS Warranty customer GM

Vendor DELPHI Reimburser for Fuel Pump

Material GEAR BOX CAR-GEAR BOX

STEARING CAR-STEARING

Equipment ENGINE1 Engine1

CAR1 CAR1

Master Warranty 166 A75 Master warranty

4 Preliminary Steps

4.1 Assigning User Profiles

Use

Before beginning the scenario, it is required to assign the test user to the user profile.

Procedure

1. Access the activity using one of the following navigation options:

SAP menu Logistics Plant Maintenance Preventive Maintenance

Work Scheduling EnvironmentEngineering

Environment Technical Objects Environment

Warranty Claim ProcessingMaster Data Assign User

Profiles

Transaction code WTY_UPROF

2. On the Change View Assign User Profile: Overview screen, choose New Entries.

3. On the New Entries: Overview of Added Entries Screen, make the following entries:

Field name Description User action and values Comment

User Your user ID User ID you used to log onSAP

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Profile SWTY System standard profile

4. Choose Save.

5. On the Prompt for Workbench requestscreen, choose from your own suitable change requestsor create a new.

6. Choose Continue.

7. Choose Backtoreturn to the SAP Easy Accessscreen.

5 Business Processes

5.1 Creating a Warranty ClaimUse

The claimant (dealer) completes the repairs for the end customer and makes a claim with theprocessor by phone or fax. On the basis of this call or fax, the warranty processor of the importer ordistributor creates the warranty claim manually in the system.

The purpose of this activity is to create the warranty claim containing relevant claim information suchas claimant, equipment, material, labor, and quantity.

Procedure



Work SchedulingEnvironmentEngineering


Warranty Claim ProcessingWarranty Claim Processing

Process Warranty Claim

Transaction code WTY

2. On the Process Warranty Claim screen, choose from drop-list the following entries:


WtyClmType BP Auto Post crediting Claim type YA03

3. Choose Create (Shift + F2).

In the SAP standard system, the Create Warranty Claim screen consists of the followingareas:

Reference area: In the upper left screen area, the warranty claim type and the

warranty claim number are displayed.

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Navigation area: The left screen area contains all the existing claims for an object

or the chosen warranty claim for the object. The data is displayed in a navigation tree.All existing categories and versions for the claim are always displayed. You can expandor collapse the separate nodes in a warranty claim.

Header area: The header area contains data that is valid for the entire claim.

Work area: In this area you can see the details, grouped thematically on different

tab pages, for the claim version that you have chosen by double-clicking on the left inthe navigation area.

4. On the Create Warranty Claim screen, make the following entries:


Claim from 00.00.0000

Ref. Date Todays date

Partner GM MOTORS

ObjectTyp EQUI Equipment Number

Ext. Obj. No. ENGINE1

Version Detail

Partner GM MOTORS

Header Details

Processing Data

Claim Group POST Post-credit

5. If you are not running this scenario for the first time or you have already done in other scenarioprocessing, skip steps 6-9.

6. Choose the Version Detailtab page, in the Item Overviewscreen area, some fields may behidden, so you have to change the layout. Choose the right part of the button , and choose

the Change layout..

7. In the Change Layoutdialog box, on the left part of the screen Displayed Columns,use drag anddrop to arrange the following columns in the following order.

Column Name

ItemControlling Item Type

Item Type

Material

Material Description

Quantity

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Unit of Measure

Measurement Reading for Item

Unit of Measurement

Defect Code

Description of Defect Code

Key

Description Key

8. Choose Save Layoutand, in the Save layoutdialog box, make the following entries:


Save layout Z_userID For example: Z_C5057141

Name Standard List Positions ofall Fields

User-specific Set indicator

9. Choose Continue.

10. Choose Enterto return to the Item Overviewscreen area.

11. On the Version Detailtab page, choose Append Rowand make the following entries:


CntrlItmTp Control ItemType

MAT Use the input help (F4)

Material GEAR BOX

Quantity 1

Unit of Measure EA

12. Position the cursor in the field Defect Code, choose drill down(F4) .

13. On the Display Catalog Structure screen, WTY1 is the default value in field Catalog code.Choose Execute (F8).

14. Select 003-001 Engine Damagefor Post Crediting.

15. Select Choose Entry.

16. Now another item for the labor is maintained. In the Item Overviewblock, choose Append

Row. In the row of the new item, make the following entries:


CntrlItmTp FR (F4) help to select Labor

Quantity 2

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Unit of Meas. H Hour

17. Position the cursor in the field Keyand choose drill down (F4).

Pay attention here the field is Key, not Defect Code. If select the field Defect Codehere, a short dump occurs.

18. On the Display Catalog Structure screen, WTY2is the default value in field Catalog code.Choose Execute (F8).

19. Select 008 Service by reimburser.

You can check the detailed information by double-clicking each line.20. Select Choose Entry.

21. On the Create Warranty Claim screen, check in tab version detail, in block item overview, if thematerial GEAR BOX (Service inside plant) has been automatically assigned to the labor (FR)item.

22. Choose the Meas.Data/Notific. tab.

23. In the Measurement Documents for Version 0001 area make the following entries:


CntrRdg inEntryUnit

7000

Unit Meas. km

24. Choose Enter, the measurement document is created.

25. Choose Save.

26. Choose Yes to confirm the message.

27. Record the warranty claim number displayed in the status bar ______________.

28. Choose Backto return to the SAP Easy Accessscreen.

Choose Yes if message appears.

29. Create another new warranty claim. On the Process Warranty Claim screen, make the followingentries:

Field name Description User action andvalues

Comment

WtyClmType

BP Auto Post crediting Claim type YA03

Claim Blank

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30. Choose Create (Shift+F2).

31. On the Create Warranty Claim screen, make the following entries:


Claim from 00.00.0000

Ref. Date Todays date

Partner GM MOTORS

ObjectTyp EQUI Equipment Number

Ext. Obj. No. ENGINE1

Version Detail

Partner GM MOTORS

Header Details

Claim Group POST Post-credit

32. Return to the Version Detailtab page.

33. In the Item Overviewscreen area, choose Append Rowand make the following entries:


CntrlItmTp Control ItemType

MAT Use the input help (F4)

Material GEAR BOX

Quantity 1

Unit of Measure EA

34. Position the cursor in the field Defect Code, choose drill down (F4).

35. On the Display Catalog Structure screen, WTY1 is the default value in field Catalog code.Choose Execute (F8).

36. Select 003-001 Engine Damage for Post Crediting.


38. Maintain another item for the labor. In the Item Overviewblock, choose Append Row. In

the row of the new item, make the following entries:


CntrlItmTp FR (F4) help to select Labor

Quantity 2

Unit of Meas. H Hour

39. Position the cursor in the field Keyand choose drill down (F4).

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Pay attention here the field is Key, not Defect Code. If select the field Defect Codehere, a short dump occurs.

40. On the Display Catalog Structure screen, WTY2is the default value in field Catalog code.Choose Execute (F8).

41. Select 008 Service by reimburser.

You can check the detailed information by double-clicking each line.


43. On the Create Warranty Claim screen, check in tab version detail, in block item overview, if the

material GEAR BOX (Service inside plant) has been automatically assigned to the labor (FR)item.

44. Choose the Meas.Data/Notific. tab.

45. In the Measurement Documents for Version 0001 area make the following entries:


CntrRdg in EntryUnit

60000

Unit Meas. km Enter lowercasekm

46. Choose Enter, the Measurement document is created

47. Choose Save.

48. Choose Yes to confirm if message appears.

49. Record the warranty claim number displayed in the status bar ______________.



Result

Two claims are created. The system then decides, on the basis of the measurement data, whetherthe claim should be accepted or rejected.

5.2 Importer: Displaying the Master Warranty

Use

Before checking the warranty claims, you need to display the master warranty.

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Master warranties define the general scope of the services that a company performswhen there are defects or problems in a technical object. For vehicles, a masterwarranty can contain as warranty conditions for example a warranty deadline of twoyears with a maximum number of 50,000 km.

Master warranties are required so that you can assign individual warranty conditions toeach warranty object, and to check in warranty claim processing whether or not theobject has a valid warranty.

Warranty counters are a means by which the wear and tear and depreciation of anobject, consumption or the depletion of a supply can be represented within theframework of the validity of a warranty. The characteristics from the classification systemserve to represent the warranty counters.

The warranty counters are required in the master warranty and the warranty object. Youcan represent the number of kilometers traveled, hours operated, and warranty periodswith warranty counters.

You have to enter these characteristics as warranty counters in Customizing and, wherenecessary, define them as time-dependent (Customizing for Plant Maintenance and

Customer Service Master Data in Plant Maintenance and Customer Service Basic

Settings Warranties Define Warranty Counters). Only after having done this can

you link the characteristics into a master warranty as warranty counters.

Procedure

1. Access the transaction using one of the following navigation options:

SAP menu Logistics Plant Maintenance Preventive MaintenanceWork SchedulingEnvironmentEngineering


Master Warranties Display

Transaction code BGM3

2. On the Display Master Warranty: Initialscreen, make the following entries:


Masterwarranty

166

3. Choose Enter.

4. On the Display Master Warranty: Initialscreen, select the item 1, choose Count. Tab.

5. Check the warranty counter is ZCSDISTANCE and warranty counter value is 50000 km.

6. Choose Backto return to the SAP Easy Access screen.

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5.3 Importer: Warranty Checking Accept Claim

Use

After the warranty claim is created, the warranty processor needs to check the warranty validation, toensure that the warranty is in the validation period. In this case the claim is accepted.

Prerequisites

If you want to use the option of an automatic warranty check you have to enter one or more masterwarranties with warranty counters, for each warranty object in the object master record, and createmeasurement positions and measuring points. The characteristics that you require for the warrantycounters have to coincide with the characteristics for the measurement positions in the object.

Procedure








2. On the Process Warranty Claim screen, make the following entries:

Field name User action and values Comment

WtyClmType

Claim 1XXXXX

1st Claim number created before

7000 km mileage

In case you cannot remember the claim number. You can use search function, to showall the new created claims:

1) Choose F4. On the Dynamic Search Help Warranty Claim screen, make thefollowing entries:


Warranty Claim type YA03

Partner GM MOTORS

2) Choose Execute (F8).

3) To select the claim, double-click the claim number.

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3. Choose Open(F6).

4. On the Display Warranty Claim screen, Choose DisplayChange (F7).

5. On the Change Warranty Claim screen, ChooseActions(Ctrl+F8).

6. On theAllowed Actions for ClaimXXXXXXtable, chooseA200 Check Warranty (All).

In the master warranty, the maximum mileage is 50000km, and the current mileage is7000km, so the object is still within the warranty range, the warranty is valid and can beaccepted.

7. On the appearing Detail Warranty Check Screen, the detail warranty information is displayed.Check the warranty validation.

The system executes the warranty check and compares the measurement readings inthe measurement documents with the warranty counter limit values in the masterwarranties.

To do this, it reads the characteristics/warranty counters in the object and searches foridentical characteristics/warranty counters and their value limits in the masterwarranties. Finally, the system compares the current measurement readings in thewarranty claim with the value limits in the master warranties. If a calendar warrantycounter has been defined, the system checks whether the reference date for thewarranty claim, lies within the calculated warranty period.

8. Choose Continue.

9. Select the Version Detail Tab, and on the Change Warranty Claim screen, make the followingentry:


Decision 0001 Accepted From the list box select the decision

10. Choose Save.

11. Warranty Claim XXXXXX Saved successfully.



5.4 Importer: Checking Warranty Reject Claim

Use

The purpose of this activity is to check whether the warranty object still has a valid warrantyor not. In this case the claim is rejected.

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Procedure


SAP menu Logistics Plant Maintenance Preventive

MaintenanceWork SchedulingEnvironment

Engineering Environment Technical Objects

EnvironmentWarranty Claim ProcessingWarranty

Claim ProcessingProcess Warranty Claim




WtyClmType

Claim 1XXXXX

Choose the second Warranty Claim created before

60000 kmmileage

3. Choose Open.

4. On the Display Warranty Claim screen, Choose DisplayChange.

5. On the Change Warranty Claim screen, ChooseActions.

6. On theAllowed Actions for ClaimXXXXXXtable, chooseA200 Check Warranty (All).

In the master warranty, the maximum mileage is 50000km, and the current mileage is60000km, so the object exceeded the warranty range, the warranty is not valid andshould be rejected.

7. On the Detail Warranty Checkscreen, check the warranty claim and choose Continue.

8. Select the Version Detail Tab on the Change Warranty Claim screen, make the followingentries:


Decision 0004 Rejected From the list box select the decision

9. Choose Save.



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5.5 Creating Version from Claimant

Use

The purpose of this activity is to copy the version From Claimant.

When you enter a warranty claim, exactly one version is created; this version is assigned to thecategory Versions from Claimant. During the further claim processing procedure, you copy theprevious version to a new version and the new version is then sent to the appropriate businesspartner.

Procedure









WtyClmType

Claim 1XXXXX Warranty Claim accepted before

3. Choose Open(F6).

4. On the Display Warranty Claim screen, choose DisplayChange(F7).

5. On the Change Warranty Claim screen, chooseActions.

6. On theAllowed Actions for Claim XXXXXXtable, chooseA008 Copy Versions from Claimant toVersions from Claimant.

7. On the left part of the screen, in the navigation tree, double-click Version 0002.

When you enter a warranty claim, exactly one version is created; this version isassigned to the category Versions from Claimant(see below). During the further claimprocessing procedure, more versions are created manually or automatically in differentcategories and sent to the appropriate business partner.

A category is a subdivision within a warranty claim, which defines a specific partprocess. There are four different categories:

Versions from Claimant: category for versions sent by the claimant

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Versions to Reimburser: category for versions that have already been forwarded to

the reimburser Versions from Reimburser: category for versions that have been returned by the

reimburser

Versions to Claimant: category for versions that have been returned to the claimant.

In the postcrediting process, the categories are processed in exactly this order.

8. Choose Save.

9. Warranty claim XXXXXX saved successfully.



Result

Claimant version 0002 has been copied from version 0001. That means the category for versionssent by the claimant has already created. The warranty claim status changed from B003 (ClaimChecked) to B012 (Claimant Version Created).

5.6 Importer: Releasing Incoming Claimant Version

Use

The purpose of this activity is to release the incoming claimant version for sending. Before claimantsends the claim to importer, he or she must release the current claim.

Procedure










WtyClmType


3. Choose Open (F6).

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5. On the Change Warranty Claim screen, double-click Version 0002.

6. ChooseActions.

7. On theAllowed Actions for ClaimXXXXXXtable, choose YA67 Rel. IC-Version for sending.

8. Choose Save.

9. Warranty claim XXXXXX saved successfully.



ResultThe incoming claimant version for sending is released. The status of warranty claim changed fromB012(Claimant Version Created) to B013(Claim Sent from claimant).

5.7 Importer: Creating Version To Reimburser

Use

The Importer/Distributor needs to reclaim from the OEM or manufacturer who is the reimburser inthe scenario. Create a new version to Reimburser for the claim.

Procedure1. Access the transaction using one of the following navigation options:









WtyClmType




5. In the navigation tree, double-click Version 0002.

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6. Choose the Version Detailtab page and make the following entries:


Item 1 GEAR BOX

Vendor DELPHI

Item 2 STEARING

Vendor NISSAN

7. Choose Enter.

8. Choose Save.

9. ChooseActions.

10. On theAllowed Actions for ClaimXXXXXXtable, chooseYA61 Copy Versions from Claimant to

Versions to Reimburser.11. In the navigation tree, double-click Version 0003.

12. On the Change Warranty Claim screen, choose the Version Detailtab, and check the followingvendor has been automatically determined by the system:


Partner DELPHI GEAR BOX

13. Choose Save.



Result

A new version to reimburser is created. The warranty claim status changed from B013(Claim Sentfrom claimant) to B004(Reimburser Version Created).

5.8 Importer: Releasing Version To Reimburser

Use

The purpose of this activity is to release the version to Reimburser for sending. Before importersends the claim to reimburser, he or she must release the current claim.

Procedure





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WtyClmType





6. ChooseActions.

7. On theAllowed Actions for ClaimXXXXXXtable, chooseA870 Release Outbound ReimburserVersion for Sending.

8. Choose Save.


Result

The version to reimburser for sending is released. The warranty claim status changed from B004

(Reimburser Version Created) to B010 (Claim Sent to Reimburser).

5.9 Importer: Creating Version From Reimburser

Use

Copy the version to Reimburser to the version from Reimburser.

In case the manufacturer sends a mail, calls or sends a fax, the importer can use the

copy function to create a new version. The claims can also be received electronicallythrough Electronic Data Interface (EDI), for the EDI function realization you can refer to

A71 - Warranty Processing with Returnable Parts.

Procedure




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Warranty Claim ProcessingWarranty Claim ProcessingProcess Warranty Claim




WtyClmType





6. ChooseActions.

7. On theAllowed Actions for Claim XXXXXXtable, chooseA019 Copy Versions to Reimburser toVersions from Reimburser. The system then generates the new version 0004.

8. Choose Save.

9. Choose Backtoreturn to the SAP Easy Access screen.


Result

A new version From Reimburser is created. The warranty claim changed to B020 (ReimburserInbound Received).

5.10 Importer: Posting Debit Memo

Use

The purpose of this activity is to post the final From Reimburser version in FI.







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WtyClmType



4. On the Display Warranty Claim screen, choose DisplayChange (F7).


6. ChooseActions.7. On theAllowed Actions for ClaimXXXXXXtable, chooseA043 Post versions from Reimburser

in FI.

8. Choose Save.



Result

The version From Reimburser is posted in FI. The warranty claim status changed to B025(Reimburser Version Posted).

5.11 Importer: Displaying Debit Memo

Use

The purpose of this activity is to check that the debit memo is created, and to confirm the warrantyclaim amount.

Procedure



Work SchedulingEnvironmentEngineeringEnvironment Technical Objects Environment




2. On the Process Warranty Claim Screen, make the following entries:


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WtyClmType



4. Choose DisplayChange (F7).

5. Choose Document Flow (Shift+ F4) on the application bar.

6. On the appearing Documents for Warranty Claim screen, the accounting document is displayedby choosing the document number.

7. Choose the accounting document number.

8. On the DisplayDocument: Data Entry Viewscreen, the debit memo is displayed for the claimant.Check the item and number of the debit memo.

9. Choose Backto return to the Documents for Warranty Claim screen.

10. Choose Enter.


12. Choose More Version Data tab page. Set the End Version indicator.

13. Choose Save.



5.12 Importer: Creating Version To Claimant

Use

The purpose of this activity is to copy the Version from Reimburser to the Version to Claimant.

Procedure




Environment

Technical Objects

Environment






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WtyClmType





6. ChooseActions.

7. On theAllowed Actions for ClaimXXXXXXtable, double-click YA68 to Versions (Claimant).


9. On the Change Warranty Claim screen, choose the Version Detailtab, and check the following

customer has been automatically determined by the system:Field name Description User action and values Description

Partner GM MOTORS GM MOTORS

10. Choose Save.




Result

A new version to claimant is created. The warranty claim status changed to B028 ClaimantOutbound (Reply) Created.

5.13 Importer: Releasing Version to Claimant

Use

The purpose of this activity is to release the version To Claimant.







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WtyClmType




5. On the Change Warranty Claim screen, choose Version 0005.

6. ChooseActions.7. On theAllowed Actions for ClaimXXXXXXtable, chooseA860 Release Outbound Claimant

Version For Sending.

8. Choose Save.



Result

The version To Claimant for sending is released. That means the category for versions that havebeen returned to the claimant. The warranty claim status changed to B030 (Claimant OutboundReply Sent).

5.14 Importer: Posting Credit Memo

Use

The purpose of this activity is to post the final to Claimant version to FI.

Procedure









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WtyClmType


3. Choose Open.



6. ChooseActions.

7. On theAllowed Actions for ClaimXXXXXXtable, chooseA041 Post Versions to Claimant in FI.

8. Choose Save.


10. Choose Backtoreturn to the SAP Easy Access screen.

Result

Version to Claimant is posted in FI.

5.15 Importer: Displaying Credit Memo

Use

The purpose of this activity is to check the credit memo created automatically, to confirmthe warranty claim amount.

Procedure








2. On the Process Warranty Claim Screen, make the following entries:


WtyClmType


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4. Choose Display Change (F7).

5. Choose Document Flow (Shift+ F4) on the application bar.

6. On the appearing Documents for Warranty Claim screen, the accounting document is displayedby choosing the document number.

7. Choose the accounting document number.

8. On the DisplayDocument: Data Entry Viewscreen, the credit memo is displayed for theclaimant. Check the item and number of the credit memo.

9. Choose Backto return to the Documents for Warranty Claim screen.

10. Choose Enter.



5.16 Importer: Posting Credit Memo List

Use

The purpose of this activity is to post the final to Claimant version to FI.

Use this process to simplify the posting of credit memos to customers/claimants. In thecourse of warranty claim processing, one or more credit memos are created for theclaimant per warranty claim and then posted to accounting. It does not make sense tosend each individual credit memo to the customer/claimant separately; it would seemmore sensible to collect the credit memos together and send them all at once at a laterdate in the form of a credit memo list.

This function is only offered for postings to customer accounts (credit memos to thecustomer/claimant) and not for postings to vendor accounts (debit memos to thevendor/reimburser).

Prerequisites

You have posted credit memos to the customer/claimant in the course of warranty claimprocessing.

You have maintained the field InvoicingListDates in the sales view of the customer masterrecord for this customer/claimant.

Procedure


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Subsequent Process Create Credit Memo List

Transaction code WTYCL

2. On the Create Credit Memo Lists for Warranty Credit Memos Screen, make the following entries:


SalesOrganization

Z001

Distribution

Channel

Z1

Division Z1

Customer GM MOTORS

Open items atkey date

Enter the current date

Test Run Deselect

3. Choose Execute (F8).

4. You can see detail items by selecting the * before the customer.

5. Choose from the menu: List Export Local file. In the Save List in file dialog box, choose

Spreadsheet. Choose Enter.

6. In the Create Credit Memo Lists for Warranty Credit Memos dialog box, enter the desireddirectory and the file name, for example, directory D:\, file name A75.xls. Then choose Generate.The data is exported to the excel file.

You can print out the credit memo list, and send to the dealer via fax.

7. Choose Back to return to the SAP Easy Access screen.

Result

Version to Claimant is posted in FI.

5.17 Importer: Completing the Warranty

Use

The purpose of this activity is to close the claim after all the activities are finished.

Procedure

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WtyClmType





6. Choose Complete Claim (F9).



Result

The warranty claim is completed.

Warranty Processing Post Credit BBP

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Transcript of Warranty Processing Post Credit BBP