Warranty Processing Post Credit BBP

Warranty Processing_Post Credit_BBP
1 Warranty Claim with Post-Credit Processing

This scenario describes the business processes for warranty and returns management with post-credit processing. 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 a credit memo for the claimant after the reimburser confirms the claim. The scenario also covers the accepting 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) to the claim processor who creates the claim in the system. Flexible checks are run automatically in the processors system, to check for example, whether the claimant 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 or rejected. The valid claim is sent to the reimbfeeurser, processed by the reimburser, and returned to the claim processor. The accounting documents are posted: A credit memo is sent to the claimant, and a debit memo is sent 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
Warranty Claim with PostCredit Processing

Business 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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Warranty Claim with Post-Credit Processing 2 Purpose

General Information and Target User
This documentation gives an instruction on how the scenario (A75 - Warranty Claim with Post-Credit Processing) is processed from business point of view. It also gives a step-by-step operation guide, which the users can follow to finish the process of this scenario. The target user of this documentation: Partners Customers
Overview
This scenario describes the procedure for Warranty Claim with Post-Credit Processing. It focuses on the following: Creation of the warranty claim in SAP system Flexible checking in the processor system Accept and Reject claim process
Claimant, processor and reimburser take part in this scenario. However the role of the reimburser is for information purposes only. The dealer plays the role of claimant. The importer or sales distribution department of the OEM who is responsible for the warranty processing has the role of the processor. The OEM or supplier of the defect part is the reimburser in the scenario. This business scenario illustrates a collaborative warranty process where a dealer creates a claim that is then validated by the importer and sent to the OEM. The importer receives this information, and creates a debit note for the OEM. The importer informs the dealer and sends a credit note to the dealer. This process, known as post-crediting of claims, allows the dealer to receive the credit note after the decision has been made. The claimant sends the warranty claim details with individual items (material, labor value, external services, and do on) and measurement data (number of kilometers or operating hours) to the claim processor who creates the claim in the system.
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Flexible checks are run automatically in the processors system, to check for example, whether the claimant 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 or rejected. The claim, having been processed by the reimburser, is returned to the claim processor. The claim processor checks the claim. The accounting documents are posted: A credit memo is sent to the claimant, and a debit memo is sent to the reimburser. The values are updated in Financial Accounting and Controlling.
Two variations are considered in this scenario: accepting and rejection. Two claims are created with different equipment numbers. For the first claim, the equipment has already passed the warranty validation period, and is rejected during the validation check. For the other claim, the equipment passes the validation check, and continues through the warranty processes.
The terms Post-Crediting and Pre Crediting refer to the sequencing of the steps in Claims Processing. Pre crediting refers to a warranty process where the processor reimburses the claimant first before trying to get reimbursement from the reimburser. Post-crediting refers to a warranty process where the processor forwards the claimantrequest to the vendor. The processor reimburses the claimant only after they receive a positive reply from the vendor
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Prerequisites
You have entered the master data required to go through the procedures of this scenario. Ensure that the following scenario-specific master data exists before you test this scenario:
Master Data
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Name Company Code Plant Sales Organization Distribution Division Customer Vendor Material Equipment Master Warranty
Value US01 Z001 Z001 Z1 Z1 GM MOTORS DELPHI GEAR BOX STEARING ENGINE1 CAR1 166
Description Country Template US Plant Z001 USA USA Sales org AC USA AC wholesale AC division 01 Warranty customer GM Reimburser for Fuel Pump CAR-GEAR BOX CAR-STEARING Engine1 CAR1 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 Environment Engineering Environment Technical Objects Environment Warranty Claim Processing Master Data Assign User Profiles WTY_UPROF
Transaction code
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 User Description User action and values Your user ID Comment User ID you used to log on SAP
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Profile 4. Choose Save.
SWTY
System standard profile
5. On the Prompt for Workbench request screen, choose from your own suitable change requests or create a new. 6. Choose Continue. 7. Choose Back to return to the SAP Easy Access screen.
5 Business Processes
5.1 Creating a Warranty Claim
Use
The claimant (dealer) completes the repairs for the end customer and makes a claim with the processor by phone or fax. On the basis of this call or fax, the warranty processor of the importer or distributor creates the warranty claim manually in the system. The purpose of this activity is to create the warranty claim containing relevant claim information such as claimant, equipment, material, labor, and quantity.
Procedure
1. Access the activity using one of the following navigation options: SAP menu Logistics Plant Maintenance Preventive Maintenance Work Scheduling Environment Engineering Environment Technical Objects Environment Warranty Claim Processing Warranty Claim Processing Process Warranty Claim WTY
Transaction code
2. On the Process Warranty Claim screen, choose from drop-list the following entries: Field name WtyClmType 3. Choose Create (Shift + F2). Description User action and values BP Auto Post crediting Comment Claim type YA03
In the SAP standard system, the Create Warranty Claim screen consists of the following areas: 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 expand or 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 in the navigation area. 4. On the Create Warranty Claim screen, make the following entries: Field name Ref. Date Partner ObjectTyp Ext. Obj. No. Version Detail Partner Header Details Processing Data Claim Group POST Post-credit GM MOTORS Description User action and values <Today> GM MOTORS EQUI ENGINE1 Equipment Number Comment Todays date Claim <No.> from 00.00.0000
5. If you are not running this scenario for the first time or you have already done in other scenario processing, skip steps 6-9. 6. Choose the Version Detail tab page, in the Item Overview screen area, some fields may be hidden, so you have to change the layout. Choose the right part of the button , and choose the Change layout.. 7. In the Change Layout dialog box, on the left part of the screen Displayed Columns, use drag and drop to arrange the following columns in the following order . Column Name Item Controlling 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 Layout and, in the Save layout dialog box, make the following entries: Field name Save layout Name User-specific 9. Choose Continue. 10. Choose Enter to return to the Item Overview screen area. 11. On the Version Detail tab page, choose Field name CntrlItmTp Material Quantity Unit of Measure Description Control Item Type Append Row and make the following entries: Comment Use the input help (F4) Description User action and values Z_userID Standard List Positions of all Fields Set indicator Comment For example: Z_C5057141
User action and values MAT GEAR BOX 1 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 Damage for Post Crediting. 15. Select Choose Entry. 16. Now another item for the labor is maintained. In the Item Overview block, choose Row. In the row of the new item, make the following entries: Field name CntrlItmTp Quantity Description User action and values FR 2 Comment (F4) help to select Labor Append
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Unit of Meas.
Hour
17. Position the cursor in the field Key and choose drill down (F4).
Pay attention here the field is Key, not Defect Code. If select the field Defect Code here, a short dump occurs. 18. On the Display Catalog Structure screen, WTY2 is 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 the material 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: Field name CntrRdg in EntryUnit Unit Meas. Description User action and values 7000 km Comment
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 Back to return to the SAP Easy Access screen.
Choose Yes if message appears. 29. Create another new warranty claim. On the Process Warranty Claim screen, make the following entries: Field name WtyClmTyp e Claim Description User action and values BP Auto Post crediting Comment Claim type YA03 Blank
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30. Choose Create (Shift+F2). 31. On the Create Warranty Claim screen, make the following entries: Field name Ref. Date Partner ObjectTyp Ext. Obj. No. Version Detail Partner Header Details Claim Group POST Post-credit GM MOTORS Description User action and values <Today> GM MOTORS EQUI ENGINE1 Equipment Number Comment Todays date Claim <No.> from 00.00.0000
32. Return to the Version Detail tab page. 33. In the Item Overview screen area, choose Field name CntrlItmTp Material Quantity Unit of Measure Description Control Item Type MAT GEAR BOX 1 EA Append Row and make the following entries: Comment Use the input help (F4)
User action and values
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. 37. Select Choose Entry. 38. Maintain another item for the labor. In the Item Overview block, choose the row of the new item, make the following entries: Field name CntrlItmTp Quantity Unit of Meas. Description User action and values FR 2 H Comment (F4) help to select Labor Hour Append Row. In
39. Position the cursor in the field Key and choose drill down (F4).
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Pay attention here the field is Key, not Defect Code. If select the field Defect Code here, a short dump occurs. 40. On the Display Catalog Structure screen, WTY2 is 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. 42. Select Choose Entry. 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: Field name CntrRdg in Entry Unit Unit Meas. Description User action and values 60000 km Comment
Enter lowercase km
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 ______________. 50. Choose Back to return to the SAP Easy Access screen.
Choose Yes if message appears.
Result
Two claims are created. The system then decides, on the basis of the measurement data, whether the 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 performs when there are defects or problems in a technical object. For vehicles, a master warranty can contain as warranty conditions for example a warranty deadline of two years with a maximum number of 50,000 km. Master warranties are required so that you can assign individual warranty conditions to each warranty object, and to check in warranty claim processing whether or not the object has a valid warranty. Warranty counters are a means by which the wear and tear and depreciation of an object, consumption or the depletion of a supply can be represented within the framework of the validity of a warranty. The characteristics from the classification system serve to represent the warranty counters. The warranty counters are required in the master warranty and the warranty object. You can represent the number of kilometers traveled, hours operated, and warranty periods with warranty counters. You have to enter these characteristics as warranty counters in Customizing and, where necessary, 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 Maintenance Work Scheduling Environment Engineering Environment Technical Objects Environment Master Warranties Display BGM3
Transaction code
2. On the Display Master Warranty: Initial screen, make the following entries: Field name Master warranty 3. Choose Enter. 4. On the Display Master Warranty: Initial screen, select the item 1, choose Count. Tab. 5. Check the warranty counter is ZCSDISTANCE and warranty counter value is 50000 km. 6. Choose Back to return to the SAP Easy Access screen. Description User action and values 166 Comment
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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, to ensure 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 master warranties with warranty counters, for each warranty object in the object master record, and create measurement positions and measuring points. The characteristics that you require for the warranty counters have to coincide with the characteristics for the measurement positions in the object.
Procedure
1. Access the transaction using one of the following navigation options: SAP menu Logistics Plant Maintenance Preventive Maintenance Work Scheduling Environment Engineering Environment Technical Objects Environment Warranty Claim Processing Warranty Claim Processing Process Warranty Claim WTY
Transaction code
2. On the Process Warranty Claim screen, make the following entries: Field name WtyClmType Claim 1XXXXX 1st Claim number created before 7000 km mileage User action and values Comment
In case you cannot remember the claim number. You can use search function, to show all the new created claims: 1) Choose F4. On the Dynamic Search Help Warranty Claim screen, make the following entries: Field name Warranty Claim type Partner Description User action and values YA03 GM MOTORS Comment
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 Display<->Change (F7). 5. On the Change Warranty Claim screen, Choose Actions (Ctrl+F8). 6. On the Allowed Actions for Claim XXXXXX table, choose A200 Check Warranty (All).
In the master warranty, the maximum mileage is 50000km, and the current mileage is 7000km, so the object is still within the warranty range, the warranty is valid and can be accepted. 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 in the measurement documents with the warranty counter limit values in the master warranties. To do this, it reads the characteristics/warranty counters in the object and searches for identical characteristics/warranty counters and their value limits in the master warranties. Finally, the system compares the current measurement readings in the warranty claim with the value limits in the master warranties. If a calendar warranty counter has been defined, the system checks whether the reference date for the warranty 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 following entry: Field name Decision 10. Choose Save. 11. Warranty Claim XXXXXX Saved successfully. 12. Choose Back to return to the SAP Easy Access screen. User action and values 0001 Accepted Comment From the list box select the decision
5.4 Importer: Checking Warranty Reject Claim

Use
The purpose of this activity is to check whether the warranty object still has a valid warranty or not. In this case the claim is rejected.
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Procedure
Transaction code
2. On the Process Warranty Claim screen, make the following entries: Field name WtyClmType Claim 1XXXXX Choose the second Warranty Claim created before 3. Choose Open. 4. On the Display Warranty Claim screen, Choose Display<->Change. 5. On the Change Warranty Claim screen, Choose Actions. 6. On the Allowed Actions for Claim XXXXXX table, choose A200 Check Warranty (All). 60000 km mileage User action and values Comment
In the master warranty, the maximum mileage is 50000km, and the current mileage is 60000km, so the object exceeded the warranty range, the warranty is not valid and should be rejected. 7. On the Detail Warranty Check screen, check the warranty claim and choose Continue. 8. Select the Version Detail Tab on the Change Warranty Claim screen, make the following entries: Field name Decision 9. Choose Save. 10. Choose Back to return to the SAP Easy Access screen. User action and values 0004 Rejected Comment From the list box select the decision
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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 the category Versions from Claimant. During the further claim processing procedure, you copy the previous version to a new version and the new version is then sent to the appropriate business partner.
Procedure
Transaction code
2. On the Process Warranty Claim screen, make the following entries: Field name WtyClmType Claim 3. Choose Open (F6). 4. On the Display Warranty Claim screen, choose Display<->Change (F7). 5. On the Change Warranty Claim screen, choose Actions. 6. On the Allowed Actions for Claim XXXXXX table, choose A008 Copy Versions from Claimant to Versions from Claimant. 7. On the left part of the screen, in the navigation tree, double-click Version 0002. 1XXXXX Warranty Claim accepted before User action and values Comment
When you enter a warranty claim, exactly one version is created; this version is assigned to the category Versions from Claimant (see below). During the further claim processing procedure, more versions are created manually or automatically in different categories and sent to the appropriate business partner. A category is a subdivision within a warranty claim, which defines a specific part process. 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. 10. Choose Back to return to the SAP Easy Access screen.
Result
Claimant version 0002 has been copied from version 0001. That means the category for versions sent by the claimant has already created. The warranty claim status changed from B003 (Claim Checked) 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 claimant sends the claim to importer, he or she must release the current claim.
Procedure
Transaction code
2. On the Process Warranty Claim screen, make the following entries: Field name WtyClmType Claim 3. Choose Open (F6). 1XXXXX Warranty Claim accepted before User action and values Comment
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4. On the Display Warranty Claim screen, Choose Display<->Change (F7). 5. On the Change Warranty Claim screen, double-click Version 0002. 6. Choose Actions. 7. On the Allowed Actions for Claim XXXXXX table, choose YA67 Rel. IC-Version for sending. 8. Choose Save. 9. Warranty claim XXXXXX saved successfully. 10. Choose Back to return to the SAP Easy Access screen.
Result
The incoming claimant version for sending is released. The status of warranty claim changed from B012(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 in the scenario. Create a new version to Reimburser for the claim.
Procedure
Transaction code
2. On the Process Warranty Claim screen, make the following entries: Field name WtyClmType Claim 1XXXXX Warranty Claim accepted before User action and values Comment
3. Choose Open (F6). 4. On the Display Warranty Claim screen, Choose Display<->Change (F7). 5. In the navigation tree, double-click Version 0002.
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6. Choose the Version Detail tab page and make the following entries: Field name Vendor Item 2 Vendor 7. Choose Enter. 8. Choose Save. 9. Choose Actions. 10. On the Allowed Actions for Claim XXXXXX table, 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 Detail tab, and check the following vendor has been automatically determined by the system: Field name Partner 13. Choose Save. 14. Choose Back to return to the SAP Easy Access screen. User action and values DELPHI Comment GEAR BOX NISSAN Description Item 1 User action and values DELPHI STEARING Comment GEAR BOX
Result
A new version to reimburser is created. The warranty claim status changed from B013(Claim Sent from 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 importer sends the claim to reimburser, he or she must release the current claim.
Procedure
1. Access the transaction using one of the following navigation options: SAP menu Logistics Plant Maintenance Preventive Maintenance Work Scheduling Environment Engineering Environment Technical Objects Environment
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Warranty Claim Processing Warranty Claim Processing Process Warranty Claim Transaction code WTY
2. On the Process Warranty Claim screen, make the following entries: Field name WtyClmType Claim 3. Choose Open (F6). 4. On the Display Warranty Claim screen, Choose Display<->Change (F7). 5. In the navigation tree, double-click Version 0003. 6. Choose Actions. 7. On the Allowed Actions for Claim XXXXXX table, choose A870 Release Outbound Reimburser Version for Sending. 8. Choose Save. 9. Choose Back to return to the SAP Easy Access screen. 1XXXXX Warranty Claim accepted before User action and values Comment
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 electronically through Electronic Data Interface (EDI), for the EDI function realization you can refer to A71 - Warranty Processing with Returnable Parts.
Procedure
1. Access the transaction using one of the following navigation options: SAP menu Logistics Plant Maintenance Preventive Maintenance Work Scheduling Environment Engineering
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Environment Technical Objects Environment Warranty Claim Processing Warranty Claim Processing Process Warranty Claim Transaction code WTY
2. On the Process Warranty Claim screen, make the following entries: Field name WtyClmType Claim 3. Choose Open (F6). 4. On the Display Warranty Claim screen, Choose Display<->Change (F7). 5. In the navigation tree, double-click Version 0003. 6. Choose Actions. 7. On the Allowed Actions for Claim XXXXXX table, choose A019 Copy Versions to Reimburser to Versions from Reimburser. The system then generates the new version 0004. 8. Choose Save. 9. Choose Back to return to the SAP Easy Access screen. 1XXXXX Warranty Claim accepted before User action and values Comment
Result
A new version From Reimburser is created. The warranty claim changed to B020 (Reimburser Inbound Received).
5.10 Importer: Posting Debit Memo

Use
The purpose of this activity is to post the final From Reimburser version in FI.
Procedure
1. Access the transaction using one of the following navigation options: SAP menu Logistics Plant Maintenance Preventive Maintenance Work Scheduling Environment Engineering Environment Technical Objects Environment Warranty Claim Processing Warranty Claim Processing Process Warranty Claim
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Transaction code
WTY
2. On the Process Warranty Claim screen, make the following entries: Field name WtyClmType Claim 3. Choose Open (F6). 4. On the Display Warranty Claim screen, choose Display<->Change (F7). 5. On the Change Warranty Claim screen, double-click Version 0004. 6. Choose Actions. 7. On the Allowed Actions for Claim XXXXXX table, choose A043 Post versions from Reimburser in FI. 8. Choose Save. 9. Choose Yes to confirm the message. 10. Choose Back to return to the SAP Easy Access screen. 1XXXXX Warranty Claim accepted before User action and values Comment
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 warranty claim amount.
Procedure
Transaction code
2. On the Process Warranty Claim Screen, make the following entries: Field name User action and values Comment
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WtyClmType Claim 3. Choose Open (F6). 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 displayed by choosing the document number. 7. Choose the accounting document number. 8. On the Display Document: Data Entry View screen, the debit memo is displayed for the claimant. Check the item and number of the debit memo. 9. Choose Back to return to the Documents for Warranty Claim screen. 10. Choose Enter. 11. On the Change Warranty Claim screen, double-click Version 0004. 12. Choose More Version Data tab page. Set the End Version indicator. 13. Choose Save. 14. Choose Yes to confirm the message. 15. Choose Back to return to the SAP Easy Access screen. 1XXXXX Warranty Claim accepted before
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
Transaction code
2. On the Process Warranty Claim screen, make the following entries: Field name User action and values Comment
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WtyClmType Claim 3. Choose Open (F6). 4. On the Display Warranty Claim screen, choose Display<->Change (F7). 5. In the navigation tree, double-click Version 0004. 6. Choose Actions. 7. On the Allowed Actions for Claim XXXXXX table, double-click YA68 to Versions (Claimant). 8. In the navigation tree, double-click Version 0005. 9. On the Change Warranty Claim screen, choose the Version Detail tab, and check the following customer has been automatically determined by the system: Field name Partner 10. Choose Save. 11. Choose Yes to confirm the message. 12. Choose Back to return to the SAP Easy Access screen. Description User action and values GM MOTORS Description GM MOTORS 1XXXXX Warranty Claim accepted before
Result
A new version to claimant is created. The warranty claim status changed to B028 Claimant Outbound (Reply) Created.
5.13 Importer: Releasing Version to Claimant

Use
The purpose of this activity is to release the version To Claimant.
Procedure
1. Access the transaction using one of the following navigation options: SAP menu Logistics Plant Maintenance Preventive Maintenance Work Scheduling Environment Engineering Environment Technical Objects Environment Warranty Claim Processing Warranty Claim Processing Process Warranty Claim
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Transaction code
WTY
2. On the Process Warranty Claim screen, make the following entries: Field name WtyClmType Claim 3. Choose Open (F6). 4. On the Display Warranty Claim screen, choose Display<->Change (F7). 5. On the Change Warranty Claim screen, choose Version 0005. 6. Choose Actions. 7. On the Allowed Actions for Claim XXXXXX table, choose A860 Release Outbound Claimant Version For Sending. 8. Choose Save. 9. Choose Yes to confirm the message. 10. Choose Back to return to the SAP Easy Access screen. 1XXXXX Warranty Claim accepted before User action and values Comment
Result
The version To Claimant for sending is released. That means the category for versions that have been returned to the claimant. The warranty claim status changed to B030 (Claimant Outbound Reply Sent).
5.14 Importer: Posting Credit Memo

Use
The purpose of this activity is to post the final to Claimant version to FI.
Procedure
Transaction code
2. On the Process Warranty Claim screen, make the following entries: Field name User action and values Comment
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WtyClmType Claim 3. Choose Open. 4. On the Display Warranty Claim screen, choose Display<->Change (F7). 5. On the Change Warranty Claim screen, double-click Version 0005. 6. Choose Actions. 7. On the Allowed Actions for Claim XXXXXX table, choose A041 Post Versions to Claimant in FI. 8. Choose Save. 9. Choose Yes to confirm the message. 10. Choose Back to return to the SAP Easy Access screen. 1XXXXX Warranty Claim accepted before
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 confirm the warranty claim amount.
Procedure
Transaction code
2. On the Process Warranty Claim Screen, make the following entries: Field name WtyClmType Claim 1XXXXX Warranty Claim accepted before User action and values Comment
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3. Choose Open (F6). 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 displayed by choosing the document number. 7. Choose the accounting document number. 8. On the Display Document: Data Entry View screen, the credit memo is displayed for the claimant. Check the item and number of the credit memo. 9. Choose Back to return to the Documents for Warranty Claim screen. 10. Choose Enter. 11. Choose Back to return to the SAP Easy Access screen.
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 the course of warranty claim processing, one or more credit memos are created for the claimant per warranty claim and then posted to accounting. It does not make sense to send each individual credit memo to the customer/claimant separately; it would seem more sensible to collect the credit memos together and send them all at once at a later date in the form of a credit memo list. This function is only offered for postings to customer accounts (credit memos to the customer/claimant) and not for postings to vendor accounts (debit memos to the vendor/reimburser).
Prerequisites
You have posted credit memos to the customer/claimant in the course of warranty claim processing. You have maintained the field InvoicingListDates in the sales view of the customer master record for this customer/claimant.
Procedure
1. Access the transaction using one of the following navigation options:
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SAP menu
Logistics Plant Maintenance Preventive Maintenance Work Scheduling Environment Engineering Environment Technical Objects Environment Warranty Claim Processing Warranty Claim Processing Subsequent Process Create Credit Memo List WTYCL
Transaction code
2. On the Create Credit Memo Lists for Warranty Credit Memos Screen, make the following entries: Field name Sales Organization Distribution Channel Division Customer Open items at key date Test Run Description User action and values Z001 Z1 Z1 GM MOTORS Enter the current date Deselect Comment
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 desired directory 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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Transaction code
2. On the Process Warranty Claim screen, make the following entries: Field name WtyClmType Claim 3. Choose Open (F6). 4. On the Display Warranty Claim screen, choose Display<->Change (F7). 5. On the Change Warranty Claim screen, double-click Version 0005. 6. Choose Complete Claim (F9). 7. Choose Yes to confirm the message. 8. Choose Back to return to the SAP Easy Access screen. 1XXXXX Warranty Claim accepted before User action and values Comment
Result
The warranty claim is completed.
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Warranty Processing Post Credit BBP

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Warranty Processing_Post Credit_BBP

1 Warranty Claim with Post-Credit Processing

1.1 Process Flow

1.2 Key Points