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Appraisal (Changed) ( RELNFSCM_472_APPRAISAL )

General Material Data   ROGBILLS - Synchronize billing plans  
This documentation is copyright by SAP AG.

Short text

Appraisal (Changed)

Use

As from Release 4.72, the following new functionality is available for appraisals:

During invoice entry, or in subsequent processing of an invoice, it is possible to enter a reference to an appraisal receipt in the Appraisal field. In doing so, you indicate that the invoice contains an item that refers to expenses for creation of an appraisal. You can only reference one appraisal receipt per invoice.

Note: First of all, enter those invoice items that do not refer to an appraisal receipt. After you have done this, you can then enter the reference to the relevant appraisal receipt. This is the only way of ensuring that you get the corresponding approval number in the invoice in a benefit decision process.

You can now create appraisals (appraisal orders and appraisal receipts) at claim header level as well. This is necessary with appraisals that do not only refer to a single subclaim, but which are of general significance.

The functionality is the same with both appraisals at claim header level and at subclaim level.

You can reassign appraisals (appraisal orders and appraisal receipts). You have the following options:

• Reassign appraisal from subclaim level to claim header level, and vice-versa

• Reassign appraisal from one subclaim to another subclaim

To reassign an appraisal

1. Select the required object in the Assignment field
2. Press Enter to confirm

You can also reassign an appraisal order or an appraisal receipt if there is a relationship between the two (in other words, if an appraisal order is assigned to an appraisal receipt). You must ensure that you reassign all associated appraisal orders and receipts so that they are displayed on the same level.

Note: Consider the following restrictions when you do any reassignment:

• If you want to reassign an appraisal that has just been created, you must save the claim first. Then you can reassign the appraisal.

• If you reference an appraisal receipt in an invoice that has not been cancelled, you cannot reassign the appraisal receipt. As you cannot reassign invoices, you firstly have to cancel the invoice. Then you can reassign the appraisal receipt.

• If appraisals can only be created at claim header level in a claim, you cannot reassign the appraisal. The system does not display the Assignment field.

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

To configure appraisals at claim header level, perform the following in IMG activity Configure Internal Claim Types:

1. Select the required internal claim type and then press the Claim Item Group button.
2. Choose the Change button.
3. At Permitted Subclaim Types level, create an empty line. In other words, do not specify a subclaim type.
4. Define the permitted claim item grouping categories Appraisal Order and Appraisal Receipt for this empty line.
5. Make the required settings for the appraisal order and/or appraisal receipt.

Further Information

General Material Data   General Data in Customer Master  
This documentation is copyright by SAP AG.

Length: 4149 Date: 20240603 Time: 092442     sap01-206 ( 58 ms )