1 Warranty Claim With Post-Credit Processing: 1.1 Process Flow

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 processor’s 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 Post-

Credit 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......................................................................................................................... 6
4.1 Assigning User Profiles......................................................................................................... 6
5 Business Processes..................................................................................................................... 7
5.1 Creating a Warranty Claim.................................................................................................... 7
5.2 Importer: Displaying the Master Warranty...........................................................................13
5.3 Importer: Warranty Checking – Accept Claim......................................................................14
5.4 Importer: Checking Warranty – Reject Claim......................................................................16
5.5 Creating Version from Claimant........................................................................................... 17
5.6 Importer: Releasing Incoming Claimant Version..................................................................18
5.7 Importer: Creating Version To Reimburser..........................................................................19
5.8 Importer: Releasing Version To Reimburser........................................................................21
5.9 Importer: Creating Version From Reimburser......................................................................21
5.10 Importer: Posting Debit Memo......................................................................................... 23
5.11 Importer: Displaying Debit Memo.....................................................................................23
5.12 Importer: Creating Version To Claimant...........................................................................24
5.13 Importer: Releasing Version to Claimant.........................................................................25
5.14 Importer: Posting Credit Memo........................................................................................26
5.15 Importer: Displaying Credit Memo...................................................................................27
5.16 Importer: Posting Credit Memo List.................................................................................28
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 processor’s 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 claimant-
request to the vendor. The processor reimburses the claimant only after they receive a
positive reply from the vendor
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3 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 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  Environment  Engineering 
Environment  Technical Objects  Environment 
Warranty Claim Processing  Master 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 on
SAP
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Profile SWTY System standard profile
4. Choose Save.
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
 Work Scheduling  Environment  Engineering 
Warranty Claim Processing  Warranty 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 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:

Claim <No.> from 00.00.0000
Ref. Date <Today> Today’s 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 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:
Save layout Z_userID For example: Z_C5057141
Name Standard List Positions of
all Fields
User-specific Set indicator
9. Choose Continue.
10. Choose Enter to return to the Item Overview screen area.
11. On the Version Detail tab page, choose Append Row and make the following entries:

CntrlItmTp Control Item MAT Use the input help (F4)
Type
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 Damage for Post Crediting.
15. Select Choose Entry.
16. Now another item for the labor is maintained. In the Item Overview block, 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 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.
19. Select 008 Service by reimburser.
You can check the detailed information by double-clicking each line.

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:
CntrRdg in 7000
EntryUnit
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 ______________.
Choose Yes if message appears.

29. Create another new warranty claim. On the Process Warranty Claim screen, make the following
entries:
Field name Description User action and Comment
values
WtyClmTyp BP Auto Post crediting Claim type YA03
e
Claim Blank
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30. Choose Create (Shift+F2).

31. On the Create Warranty Claim screen, make the following entries:
Claim <No.> from 00.00.0000
Ref. Date <Today> Today’s 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 Detail tab page.
33. In the Item Overview screen area, choose Append Row and make the following entries:
CntrlItmTp Control Item MAT Use the input help (F4)
Type
Material GEAR BOX
Quantity 1
Unit of Measure EA
34. Position the cursor in the field Defect Code, choose drill down (F4).
36. Select 003-001 Engine Damage for Post Crediting.
38. Maintain another item for the labor. In the Item Overview block, 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 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.
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 Entry 60000
Unit
Unit Meas. km 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 ______________.
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:
Master Warranties  Display
Transaction code BGM3
2. On the Display Master Warranty: Initial screen, make the following entries:
Master 166
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.
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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
2. On the Process Warranty Claim screen, make the following entries:

Field name User action and values Comment
WtyClmType
Claim 1XXXXX 7000 km mileage

1st Claim number created before
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:
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 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:
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 warranty
or not. In this case the claim is rejected.
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Procedure
SAP menu Logistics  Plant Maintenance  Preventive
Maintenance  Work Scheduling  Environment 
Engineering  Environment  Technical Objects 
Environment  Warranty Claim Processing  Warranty
Claim Processing  Process Warranty Claim

WtyClmType
Claim 1XXXXX 60000 km
mileage
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).
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:
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 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

WtyClmType
Claim 1XXXXX Warranty Claim accepted before
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.
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.
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

WtyClmType
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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.
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

WtyClmType

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:
Item 1 GEAR BOX
Vendor DELPHI
Item 2 STEARING
Vendor NISSAN
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.
12. On the Change Warranty Claim screen, choose the Version Detail tab, and check the following
vendor 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 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
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WtyClmType

6. Choose Actions.
7. On the Allowed Actions for Claim XXXXXX table, choose A870 Release Outbound Reimburser
Version 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 electronically
through Electronic Data Interface (EDI), for the EDI function realization you can refer to
A71 - Warranty Processing with Returnable Parts.
Procedure
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WtyClmType

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.
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
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WtyClmType

6. Choose Actions.
7. On the Allowed Actions for Claim XXXXXX table, choose A043 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 warranty
claim amount.
Procedure
2. On the Process Warranty Claim Screen, make the following entries:

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WtyClmType

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.
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

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WtyClmType

6. Choose Actions.
7. On the Allowed Actions for Claim XXXXXX table, double-click YA68 to Versions (Claimant).
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 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 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
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WtyClmType

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.
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

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WtyClmType
3. Choose Open.
6. Choose Actions.
7. On the Allowed Actions for Claim XXXXXX table, choose A041 Post Versions to Claimant in FI.
8. Choose Save.
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
2. On the Process Warranty Claim Screen, make the following entries:

WtyClmType
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4. Choose Display à 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.
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
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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:
Sales Z001
Organization
Distribution Z1
Channel
Division Z1
Customer GM MOTORS
Open items at Enter the current date
key 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 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.
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
Page 30 of 31


WtyClmType

6. Choose Complete Claim (F9).
Result
The warranty claim is completed.
Page 31 of 31

1 Warranty Claim With Post-Credit Processing: 1.1 Process Flow

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1 Warranty Claim With Post-Credit Processing: 1.1 Process Flow

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Warranty Processing_Post Credit_BBP

1 Warranty Claim with Post-Credit Processing

1.1 Process Flow

 The claim is then completed.

1.2 Key Points

 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 Post-

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

Warranty Claim with Post-Credit Processing

Name Value Description

Field name Description User action and values Comment

Profile SWTY System standard profile

3. Choose Create (Shift + F2).

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

Field name Description User action and values Comment

Unit of Meas. H Hour

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

24. Choose Enter, the measurement document is created.

Choose Yes if message appears.

30. Choose Create (Shift+F2).

32. Return to the Version Detail tab page.

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

46. Choose Enter, the Measurement document is created

Choose Yes if message appears.

5.2 Importer: Displaying the Master Warranty

5.3 Importer: Warranty Checking – Accept Claim

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

Claim 1XXXXX 7000 km mileage

10. Choose Save.

Choose Yes if message appears.

5.4 Importer: Checking Warranty – Reject Claim

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

Choose Yes if message appears.

5.5 Creating Version from Claimant

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

3. Choose Open (F6).

Choose Yes if message appears.

5.6 Importer: Releasing Incoming Claimant Version

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

3. Choose Open (F6).

4. On the Display Warranty Claim screen, Choose Display<->Change (F7).

Choose Yes if message appears.

5.7 Importer: Creating Version To Reimburser

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

3. Choose Open (F6).

13. Choose Save.

Choose Yes if message appears.

5.8 Importer: Releasing Version To Reimburser

Warranty Claim Processing  Warranty Claim Processing

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

3. Choose Open (F6).

5.9 Importer: Creating Version From Reimburser

Environment  Technical Objects  Environment 

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

3. Choose Open (F6).

Choose Yes if message appears.

5.10 Importer: Posting Debit Memo

Transaction code WTY

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