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CRMV_CLA_NOTES - Define Note Types for Claim Submission

CRMV_CLA_NOTES - Define Note Types for Claim Submission

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Notes from a dispute case in ERP are replicated to a claim submission in SAP CRM. In this activity you can define which note type for a claim submission is used to display the notes from a dispute case. Notes for a claim submission are also replicated back to a dispute case when its processing is transferred back to Dispute Management. So you can define which note types for a claim submission are used in order to identify the notes to be transferred to ERP.

Example:

Normally the customizing table CRMC_CLA_ NOTES has two entries per client which look like this:

0202,,0001,,ERP->CRM

0202,,0002,,CRM->ERP

This means that when a new claim submission is created or updated, all notes for the dispute case are written in the note of the claim submission with the note type 0001. When the control is passed back to Dispute Management, the note of the claim submission with note type 0002 will be appended to the notes of the dispute case.

Note:,,It is possible to define multiple note types for each direction. For the direction CRM->ERP this makes sense because multiple notes can be appended to a dispute case. In the other direction ERP->CRM it would not make sense to define multiple note types because all notes of a dispute case are concatenated into one note of a claim submission. Nevertheless, it is possible. In this case, the notes of a dispute case are simply copied to all specified note types.






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