w21_bb_configguide_dispute management.docx

SAP ECC 5.00

March 2006

English

W21: Dispute Management

SAP AGDietmar-Hopp-Allee 16

69190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices W21: Dispute Management: Configuration Guide

Copyright

© Copyright 2006 SAP AG. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice.

Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

Microsoft, Windows, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation.

IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, and Informix are trademarks or registered trademarks of IBM Corporation in the United States and/or other countries.

Oracle is a registered trademark of Oracle Corporation.

UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.

Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc.

HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology.

Java is a registered trademark of Sun Microsystems, Inc.

JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape.

MaxDB is a trademark of MySQL AB, Sweden.

SAP, R/3, mySAP, mySAP.com, xApps, xApp, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.

These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

© SAP AG of 27


Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

© SAP AG of 27


Contents1 Purpose................................................................................................................................... 5

2 Preparation.............................................................................................................................. 5

2.1 Prerequisites..................................................................................................................5

3 Customizing............................................................................................................................. 6

3.1 Create a Case Record Model........................................................................................6

3.2 Create Attribute Profile..................................................................................................7

3.3 Create Values for Attribute “Escalation Reason”...........................................................8

3.4 Assign Escalation Reasons to an Attribute Profile.........................................................9

3.5 Create Profile for Case Search......................................................................................9

3.6 Create Function Profile................................................................................................11

3.7 Create Text Profile.......................................................................................................12

3.8 Create Status Profile...................................................................................................12

3.9 Define and Configure Actions......................................................................................13

3.10 Define Case Types......................................................................................................14

3.11 Create Values for Attribute "Category"........................................................................15

3.12 Create Values for Attribute "Reason"...........................................................................16

3.13 Create Values for Attribute "Root Cause Code"..........................................................17

3.14 Define Derivation of Element Types............................................................................17

3.15 Define Automatic Status Changes...............................................................................18

3.16 Define Text ID for Notes..............................................................................................19

3.17 Define Default Values for Creation of Dispute Cases..................................................19

3.18 Activate Process Integration for SAP Dispute Management........................................20

3.19 Create Element Type for Case Record........................................................................21

3.20 Create Element Type for Case Search........................................................................22

3.21 Create Element Type for Case My Search..................................................................22

3.22 Enter Action Profile in Case Type................................................................................23

3.23 Automatic Write-Off of Dispute Cases.........................................................................24

3.24 Define text type from Biller Direct................................................................................25

3.25 Assign Case Types for Dispute Cases from SAP Biller Direct.....................................25

3.26 Define Reasons for SAP Biller Direct..........................................................................26

3.27 Clearing Procedures in Accounting Configuration.......................................................26

© SAP AG of 27


W21: Dispute Management

This building block shows how Dispute and Collections Management help companies to reduce sales days outstanding, to save time and costs and improve customer relationship management.

SAP Dispute Management enables cross-department dispute resolution and streamlines the entire dispute management process.

1 Purpose

This configuration guide provides the information you need to set up the configuration of this building block manually.

If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the installation guide of this building block.

2 Preparation

2.1 Prerequisites

If you want to use this building block, you must first install the following building blocks:

Building Block Description

B32 Best Practices R/3 Installation

J02 Organizational Structure

N70 Financial Accounting

N71 Basic Cost Accounting

N74 Cost of Sales Accounting

J05 Materials Management

J04 Sales and Distribution

J30 Master Data

© SAP AG of 27


3 Customizing

3.1 Create a Case Record ModelUseThe case record model identifies the types of objects that can be related to a case: financial documents, customer or vendor master data, etc. It also has a logical structure that groups the objects. It is recommended to not create a case model from scratch, but rather to copy the standard SAP-delivered model and then change it to meet your needs.

Procedure

1. Access the activity as follows:

Transaction Code SCASE

IMG Menu Financial Supply Chain Management Dispute Management Dispute Case Processing Element Types and Case Record Model Create and Process Case Record Model

2. If a dialog box Change to a different RMS is displayed, select “UDM_DISPUTE” for the RMS ID and choose Continue (Enter). Otherwise you can change the RMS by selecting the Change RMS button in middle left section and entering the RMS ID in the dialog box Change to a different RMS.

3. Select “Role-Based View” in the upper left section of the dialog.

4. In the tree view in the middle left section of the dialog expand the node “Record and Case Record Models”.

5. In the tree view in the middle left section of the dialog below the node “Record and Case Record Models” right-click on the node “Modeler for Case Records in Dispute Management” and select Create.

6. In the toolbar of the Modeler in the upper middle section select Model Load local file and open the file ‘dispute case model.xml’.

7. In the toolbar of the Modeler select Attributes for Record Model (the button to the right of the Save button). On the screen Change Attributes enter the description Z_DISPUTE_MODEL in field Short description. You can either assign your own value for “Unique ID” or click the “Generate Unique Identifier” button for the system to generate a “Unique ID”. Select Continue (Enter).

8. In the tree view in the middle left section of the dialog below the node “Record and Case Record Models” right-click on the node “Modeler for Case Records in Dispute Management” and select Find

9. Select Search (F8).

10. Select the entry with the short description “Z_DISPUTE_MODEL”: this is the SAP-delivered entry.

11. Select Copy (Enter).

12. The standard case model is now listed in the History area in the lower left section of the dialog of the organizer. Select the model, and from the Activities menu, select Other Functions -> Copy Model and select the new copied model.

13. In the toolbar of the Modeler, choose Save (the one with the disc) and select “Save”.

14. In the toolbar of the Modeler select Attributes for Record Model (the button to the right of the Save button). On the screen Change Attributes enter a description of your model in field

© SAP AG of 27


Short description. You can either assign your own value for “Unique ID” or click the “Generate Unique Identifier” button for the system to generate a “Unique ID”. Select Continue (Enter).

15. In the toolbar of the Modeler, select the Save button (the one with the disc) and select “Save”. The status as displayed in the Modeler will be displayed green (Status ‘Saved’).

3.2 Create Attribute ProfileUseThe attribute profile defines the display and maintenance properties of each attribute. The profile controls the display of the case record, the dialog box when a case is created from A/R, and the case search screen.

Procedure


Transaction Code SPRO

IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Case Processing → Attribute Profile →Create Attribute Profile

2. On the Change View “Profiles”: Overview screen, select the profile FIN_DISP.

3. Select Copy As (F6).

4. On the Change View “Profiles”: Details of Selected Set screen enter ZFINDISP in field Attrib. Profile.

5. Choose Enter.

6. On the Specify object to be copied select Copy All screen to copy the profile and all dependent entries to the new profile.

7. On the Change View “Profiles”: Overview screen, in the tree view Dialog Structure on the left side, select Assign Attributes and enter the following data:

Attrib. Group Row Column Req. Entry

Invi-sible

Drop-down

Check-box

Logging

CASE_TITLE 01 001 001

CASE_TYPE 01 003 001

CATEGORY 01 004 001 X X

CHANGED_BY 01 015 001

CHANGE_TIME 01 015 002

CLOSED_BY 01 016 001

CLOSING_TIME 01 016 002

CREATED_BY 01 014 001

CREATE_TIME 01 014 002

ESCAL_REASON 01 008 002 X X

© SAP AG of 27


EXT_KEY 01 001 002

EXT_REF 01 003 002 X

FIN_BUKRS 01 002 002

FIN_CONTACT_FAX 01 019 002

FIN_CONTACT_FAXC 01 020 002

FIN_CONTACT_MAIL 01 019 001

FIN_CONTACT_NAME 01 018 001

FIN_CONTACT_TEL 01 018 002

FIN_COORDINATOR 01 007 001 X X

FIN_CREDITED_AMT 01 011 001 X

FIN_DISPUTED_AMT 01 010 002 X

FIN_DISPUTE_CURR 01 013 001 X

FIN_DUE_DATE 01 008 001 X

FIN_KUNNR 01 002 001

FIN_NOT_SOLV_AMT 01 012 002 X

FIN_ORIGINAL_AMT 01 010 001 X

FIN_PAID_AMT 01 011 002 X

FIN_ROOT_CCODE 01 005 002 X X

FIN_WRT_OFF_AMT 01 012 001 X

PLAN_END_DATE 01 009 001 X

PRIORITY 01 006 002 X X

PROCESSOR 01 005 001 X X

REASON_CODE 01 004 002 X X X

RESPONSIBLE 01 007 002 X

STAT_ORDERNO 01 006 001 X X X

8. Select Save (Ctrl+S) to save your entries.

3.3 Create Values for Attribute “Escalation Reason”UseYou can use this IMG activity to create the permitted values for the attribute Reason for Escalation. SAP already delivers reasons for escalation.

You can use the IMG activity Assign Reasons for Escalation to Attribute Profile to determine which escalation reasons to use for which attribute profile.

Procedure


© SAP AG of 27


Transaction Code SM30 using Customizing Object SCMGATTR_SESCAL

IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Case Processing → Attribute Profile → Attribute Values → Create Values for Attribute “Escalation Reason”

2. On the Change View “Reason for Escalation”: Overview screen, choose New Entry.3. Enter the following data:

Escalation Text

W0 Approved for Automatic Write-off

4. Choose Save (Ctrl+S).

3.4 Assign Escalation Reasons to an Attribute ProfileUseYou can use this IMG activity to select the permitted values for each attribute profile for the attribute Reason for Escalation.

Procedure


Transaction Code SM30 using Customizing Object SCMGV_ATTRESCAL

IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Case Processing → Attribute Profile → Attribute Values → Assign Escalation Values to an Attribute Profile

2. On the Determine Work Area: Entry dialog box, enter ZFINDISP, and choose Continue.

3. On the Change View “Reason for Escalation”: Overview screen, verify the following values.

Escalation Text

W0 Approved for Automatic Write-off


3.5 Create Profile for Case SearchUseIn this IMG activity you make the settings for the case search. You can define the following:

Layout of the selection screen

Fields that are modifiable in the case search

You can either create your own profile or use a standard profile

Procedure


© SAP AG of 27


Transaction Code SM34 using Customizing Object SCMGVC_LOCPROFIL

IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Management → Dispute Case Processing → Case Search → Create Profile for Case Search

2. On the Change View “Case Search Profile”: Overview screen, choose New Entry, and enter the following:

Profile Name of Profile

ZFIN_LOC Customizable Dispute Case

3. Choose Save (Ctrl+S).4. On the Change View “Case Search Profile”: Overview screen, select the line you just entered.5. On the Change View “Case Search Profile”: Overview screen, in the treeview Dialog

Structure on the left side, select Selection Fields and enter the following data:

Row Column Attrib. Selection Options

001 001 PROCESSOR X

001 002 CREATE_TIME X

002 001 STAT_ORDERNO X

002 002 PRIORITY X

003 001 EXT_KEY X

003 002 EXT_REF X

004 001 CASE_TITLE X

004 002 CATEGORY X

005 001 FIN_KUNNR X

005 002 PLAN_END_DATE X

006 001 FIN_DISPUTED_AMT X

006 002 FIN_DISPUTE_CURR

6. Choose Save (Ctrl+S).7. On the Change View “Case Search Profile”: Overview screen, in the treeview Dialog

Structure on the left side, select Modifiable Fields choose New Entries and enter the following data:

Attrib.

ESCAL_REASON

PROCESSOR

RESPONSIBLE

8. Choose Save (Ctrl+S.)

© SAP AG of 27


3.6 Create Function ProfileUseYou can use this IMG activity to assemble the functions that you want to provide for your function profile. All case types to which you then assign this function profile provide the corresponding functions and display the relevant case components.

Procedure


Transaction Code SM34 using Customizing Object SCMGVC_FUNCPROF

IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Case Processing → Function Profile → Customer-Specific Functions → Create Function Profile

2. On the Change View “Function Profile”: Overview screen, select the row with the Function Profile: ZFINDISP.

3. On the Change View “Function Profile”: Overview screen, in the treeview Dialog Structure on the left side, double-click Allowed functions.

4. On the Change View “Allowed functions Overview screen, choose New Entries, and enter the following data:

Function ButtonSeq Seq Assigned Menu

CASE_LOG_SUB 04

FIN_ADD_NEW_DISP_LINE_ITEM 09 X

FIN_CONTACT 10

FIN_CONTACT_CHANGE_LOCAL 10 FIN_CONTACT

FIN_CONTACT_GET 10 FIN_CONTACT

FIN_CONTACT_LIST 10 FIN_CONTACT

FIN_CORR_CREATE 11

FIN_EXC_TRIGGER 12 FIN_TRIGGER

FIN_SHOW_TRIGGER 12 FIN_TRIGGER

FIN_TRIGGER 12

PRINT 03

REFRESH 04 X

RESI 05 X

SAVE 02

STATUS_ACCEPT 07

STATUS_REOPEN 06

STATUS_VOID 08 X

SUBCOMPONENT_NOTES 02 X

SUBCOMPONENT_RECORD 01

© SAP AG of 27


TOGGLE_DISPLAY_CHANGE 01

5. Choose Save.

3.7 Create Text ProfileUseIn this IMG activity, you create a text profile. In the text profile, you define which text IDs you want to use for your case notes.

Procedure


Transaction Code SM34 using Customizing Object SCMGVC_TEXTPROF

IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Case Processing → Text Profile → Create Text Profile

2. On the Change View “Text Schema”: Overview screen, select the row with Text Profile set to ZFINDISP.

3. On the Change View “Text Schema”: Overview screen, in the treeview Dialog Structure on the left side, double-click Text IDs.

4. On the Change View “Text IDs”: Overview screen choose New Entries and enter the following data:

ID Description Sequence Invisible Externally

0001 001

0002 002 X

0003 004

0004 003

F001 005

F002 006

5. Choose Save

3.8 Create Status ProfileUseIn this IMG activity you can create a status profile. A status profile contains multiple status values that can be assigned to a case. Status is an attribute that the user can set for each case.

Procedure


Transaction Code SM34 using Customizing Object SCMGVC_STATPROF

© SAP AG of 27


IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Case Processing → Status Management → Create Status Profile

2. On screen Change View “Status Profile”: Overview, select the row with Stat. Prof. set to ZFINDISP.

3. On screen Change View “Status Profile”: Overview, in the treeview Dialog Structure on the left side, double-click Status Values.

4. On screen Change View “Status Values”: Overview choose New Entries and enter the following data:

Status Status Description System Status

Highest Status

Event

10 New 001 10 CREATED

20 In Process 002 50 INPROCESS

30 Business Complete 002 20 INPROCESS

40 Not Justified - Charge back 002 30 INPROCESS

50 Closed 007 40 COMPLETED

60 Confirmed 008 50

99 Voided 009 20

5. Choose Save (Ctrl+S)

3.9 Define and Configure ActionsUseIn this IMG activity, you define the case types for SAP Dispute Management. The case type is the central property of a dispute case. It groups the various Customizing settings (for example, attribute profile and status profile). When you create a case, you first have to specify a case type.

Procedure


Transaction Code SPPFCADM

IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Case Processing → Correspondence → Define and Configure Actions

2. On the Display View “PPF: Applications in Customizing”: Overview screen, choose Display -> Change (Ctrl+F1).

3. On the Change View “PPF: Applications in Customizing”: Overview screen, choose New Entries.

4. Enter the following data:

Appl. FIN_DM

Description SAP Dispute Management (FI-AR)

© SAP AG of 27


Date Profile

Obj. Type


6. Select the row with the Appl. value just entered, FIN_DM.

7. In screen area Customizing and Configuration choose Define Action Profile and Actions.

8. On the Change View ”Action Profile”: Overview screen, choose New Entries, and enter the following data:

Action Profile. Description

FIN_DM SAP Dispute Management: Correspondence (FI-AR)

Z_FIN_DM Configurable Dispute Management: Corresp (FI-AR)


10. Select the row with Action Profile value of Z_FIN_DM, and double-click on folder Action Definition.

11. Choose New Entries, and Enter the following data:

Action Definition Description

Z_FIN_DM_END_NOTIFICATION_A Correspondence: Dispute Case Was Closed

Z_FIN_DM_ESCALATION_A Internal Correspondence: Dispute Case Was Escalated

Z_FIN_DM_INFOREQUEST_M Correspondence: Query to Customer

Z_FIN_DM_INFO_M Correspondence: Send Information to Customer

Z_FIN_DM_START_NOTIFICATION_A Correspondence: Dispute Case Was Created


3.10 Define Case TypesUseIn this IMG activity, you define the case types for SAP Dispute Management. The case type is the central property of a dispute case. It groups the various Customizing settings (for example, attribute profile and status profile). When you create a case, you first have to specify a case type.

Procedure


Transaction Code SM30 using Customizing Object SCMGV_CTYPE_PPF

IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Case Processing → Case Types → Define Case Types

2. On the Change View “Case Type Maintenance”: Overview screen, choose New Entries.


© SAP AG of 27


Case Type ZDFM

Name User-Changeable Dispute Case

RMS ID UDM_DISPUTE

Case Rec. Model Using F4 help select the model with text Z_DISPUTE_MODEL as created in chapter Create a Case Record Model

Elemt Type ID (Case)

UDM_SPS_CASE

Element Type ID(Rec)

Z_UDM_SPS_CASE_RECORD

Elmt Type ID: Notes

UDM_SPS_CASE_NOTES

Attrib.Profile ZFINDISP

Funct. Profile ZFINDISP

Status Profile ZFINDISP

Text Profile ZFINDISP

Terminology

Action Profile Z_FIN_DM

Process F_DM

Int.No.Range 01

4. Choose Save.

3.11 Create Values for Attribute "Category"UseUse this IMG activity to create permitted values for the attribute, Category.

Procedure


Transaction Code SM30 using Customizing Object SCMGV_ATTRCATEGO

IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Case Processing → Case Types → Create Values for Attribute "Category"

2. On the Change View “View: Category”: Overview screen, choose New Entries.

© SAP AG of 27



Case Type Category Text

ZFDM 0001 Pricing/Billing

ZFDM 0002 Shipping

ZFDM 0003 Product-related

ZFDM 0004 Returned Goods

ZFDM 0005 Miscellaneous

4. Choose Save.

3.12 Create Values for Attribute "Reason"UseUse this IMG activity to create permitted values for the attribute, Reason.

Procedure


Transaction Code SM30 using Customizing Object SCMGV_ATTRREASON

IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Case Processing → Case Types → Create Values for Attribute "Reason"

2. On the Change View “Case: Reasons”: Overview screen, choose New Entries.



ZFDM 0000 Unknown

ZFDM 0001 Late Delivery

ZFDM 0002 Shortage / Freight Claims

ZFDM 0003 Payment Problems

ZFDM 0004 Returns

ZFDM 0005 Trade Promotion

ZFDM 0006 Damaged Goods

ZFDM 0007 Pricing issue

4. Choose Save.

© SAP AG of 27


3.13 Create Values for Attribute "Root Cause Code"UseIn this IMG activity you define your correspondence processes. Since the Post Processing Framework is used to process correspondence, its Customizing is also used to define the processes. Therefore, in this IMG activity, the correspondence types are represented by actions that are grouped in an action profile. The action profile is assigned to a case type.

Procedure


Transaction Code SPPFCADM

IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Case Processing → Case Types → Create Values for Attribute "Root Cause Code"

2. On the Determine Work Area: Entry screen, enter ZFDM, and choose Continue.

3. On the Change View “Case: Root Cause Code”: Overview screen, choose New Entries.



ZFDM 0001 Carrier Error

ZFDM 0002 Shipping Department Error

ZFDM 0003 Data Maintenance Error

ZFDM 0004 Customer Error

ZFDM 0005 Customer Service Error

ZFDM 0006 Sales Department Error

ZFDM 0007 EDI Error

ZFDM 0008 Product Quality Error

5. Choose Save.

3.14 Define Derivation of Element TypesUseThe integration to accounting adds automatic links to SAP business objects to the dispute case in different processes.

Procedure


Transaction Code SM30 using Customizing Object UDMV_SPS_ADMIN

© SAP AG of 27


IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Case Processing → Process Integration → Define Derivation of Element Types

2. On the Change View “Determination of Element Type”: Overview screen, choose New Entries.


Obj. Type Log.System Element Type ID

BKPF Enter the logical system of our client UDM_SPS_BKPF

BSEG Enter the logical system of our client UDM_SPS_BSEG

KNA1 Enter the logical system of our client UDM_SPS_KNA1

SCASE Enter the logical system of our client UDM_SPS_SCASE

VBRK Enter the logical system of our client UDM_SPS_VBRK

4. Choose Save.

3.15 Define Automatic Status ChangesUseYou only have to execute this IMG activity if you use Accounts Receivable Accounting (FI-AR).

Here, for each case type, you define statuses that are set in the dispute case by the process integration if the dispute case is automatically closed, automatically written off, or automatically reopened.

Procedure


Transaction Code SM30 using Customizing Object UDMV_AUTO_STATUS

IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Case Processing → Process Integration → Define Automatic Status Changes

2. On the Change View “Status Set Automatically for Dispute Cases”: Overview screen choose New Entries.


Typ Automatic Reopen

Autom. Written Off

Automatic Close

ZFDM 20 50 50

4. Choose Save.

© SAP AG of 27


3.16 Define Text ID for NotesUse

In this IMG activity, you define which text ID is to be used for the note when dispute case are created from accounting or from SAP Biller Direct, or when notes from SAP Biller Direct are added to an existing dispute case.

Procedure


Transaction Code SM30 using Customizing Object UDMV_AUTO_TEXTID

IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Case Processing → Process Integration → Define Text ID for Notes

2. On the Change View “Text ID Used to Include Notes”: Overview screen, choose New Entries.


Typ Origin Create Add

ZFDM Accounting 0001 0002

ZFDM Billier direct F001 F002

4. Choose Save.

3.17 Define Default Values for Creation of Dispute CasesUseIn this section you can configure default values for the attributes on the dialog screen for creating a dispute case in Financial Accounting processes. In addition, basic values for creating a dispute case (case type and category) that are not ready for input on the dialog screen are derived.

Procedure


Transaction Code FDM_CUST01

IMG Menu Financial Accounting → Accounts Receivable and Accounts Payable → SAP Financial Supply Chain Management → Process Integration with Accounts Receivable Accounting → Define Default Values for Creation of Dispute Cases

2. On the Change View “Company Code”: Overview screen, select the row with Company Code BP01 and select User-Changeable Dispute Case for field Case Type.

3. Choose Details.

4. On the Change View “Company Code”: Details screen, enter the following data:

© SAP AG of 27


Field Value

Category Miscellaneous

Reason Unknown

Priority Medium

1st Priority SD Document (Invoice)

2nd Priority Payment Reference (Invoice)

3rd Priority Reference Key 1 (Disputed Item)

5. Choose Save.

3.18 Activate Process Integration for SAP Dispute Management

Use

In this IMG activity you activate the connection of SAP Dispute Management to your Accounts Receivable and Accounts Payable.

Procedure



IMG Menu Financial Accounting → Accounts Receivable and Accounts Payable → SAP Financial Supply Chain Management → Process Integration with Accounts Receivable Accounting → Activate Process Integration for SAP Dispute Management

2. On the Change View “BTE Application Indicator”: Overview screen, choose New Entries.


Appl. A Text

FI-DM X FSCM Dispute Management

4. Choose Save.

3.19 Create Element Type for Case RecordUseThis configuration is done in the Registry. The Registry stores definitions of all the components of the Dispute Case and provides technical information to programs as cases are created and changed. (This registry can be maintained with transaction SRMREGEDIT.)

© SAP AG of 27


Procedure


IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Case Processing → Create RMS ID

2. On the Area ID screen select S_AREA_CMG.All customizing entries for Dispute Management are located in the “Application Registry” in area S_AREA_CMG.

The standard delivery contains the element type UDM_SPS_ CASE_RECORD. Do not use this element type; create your own element type for case records. The element type UDM_SPS_CASE_RECORD is only an example. SAP reserves the right to make non-compatible changes to the element type UDM_SPS_CASE_RECORD. When you create your own element type for case records, you can use the element type UDM_SPS_CASE_RECORD as a copy template.

3. Navigate to node Service Provider for Case Records - SCMG_SP_CASE_RECORD and expand that node. Right-click on the Element Type “UDM_SPS_CASE_RECORD” and select “Copy” from the context menu.

4. On the Copy Element Type screen enter the following data:

Element Type ID Short DescriptionZ_UDM_SPS_CASE_RECORD Case Record

5. On the Copy Element Type screen choose Save (Ctrl+S). Save the object as a local object.

6. Double click on the new node.

7. On the Element Type screen go to tab page Connection Parameter Values and select Display Change (Shift+F1)

8. On the Element Type screen on tab page Connection Parameter Values, select the line with Parameter ID MODEL_ID and choose Change.

9. From the pop-up window, select the RMS_ID “UDM_DISPUTE”.

10. On the Change Parameter Value screen use the F4 help to one or more records models that you want to use in this case record. Select the record model (Z_DISPUTE_MODEL) created in chapter Create a Case Record Model.

11. Select Save (Ctrl+S).

3.20 Create Element Type for Case SearchUseIn this IMG activity, you define the element type for the case search.

Procedure


Transaction Code SRMREGEDITC

IMG Menu Financial Supply Chain Management → Dispute Management

© SAP AG of 27


→ Dispute Case Processing → Case Search → Create Element Type for Case Search

2. On the Area ID dialog box, choose Area ID S_AREA_CMG and choose Copy.

3. Locate the element type UDM_SPS_CASE_LOCATOR (Registry Path: Application Registry > S_AREA_CMG > UDM_SP_CASE_LOCATOR > UDM_SPS_CASE_LOCATOR).

4. Right-click on the UDM_SPS_CASE_LOCATOR entry and select Copy.

5. On the Copy Element Type dialog box, assign the following name and description:

Element Type ID Short Description

Z_UDM_SPS_CASE_LOCATOR Find WSD Dispute Case

6. On the Copy Element Type screen choose Save (Ctrl+S). Save the object either as a local object or use a workbench request.

3.21 Create Element Type for Case My SearchUseIn this IMG activity, you define the element type for your case search.

Procedure


Transaction Code SRMREGEDITC

IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Case Processing → Case Search → Create Element Type for Case Search

2. On the Area ID dialog box, choose Area ID S_AREA_CMG and choose Copy.

3. On the Registry: Customizing Mode screen, under the top node S_AREA_CMG, expand the subheading UDM_SP_CASE_LOCATOR.

4. Select the element created in the previous activity Create Element Type for Case Search.

5. From the context menu, choose the function Copy.

6. On the Copy Element Type dialog box, assign the following name and description:

Element Type ID Short Description

Z_UDM_SPS_MY_CASES My WSD Dispute Cases

7. On the Copy Element Type screen choose Save (Ctrl+S). Save the object either as a local object or use a workbench request.

© SAP AG of 27


3.22 Enter Action Profile in Case TypeUseIn this IMG activity, you define the case types for SAP Dispute Management. The case type is the central property of a dispute case. It groups the various Customizing settings (for example, attribute profile and status profile). When you create a case, you first have to specify a case type.

Procedure


Transaction Code SM30 using Customizing Object SCMGV_CTYPE_PPF

IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Case Processing → Case Types → Define Case Types

2. On the Change View “Case Type Maintenance”: Overview screen, choose New Entries.


Case Type

Name Case Record Model ID AttPr. Fct.Pr

ZFDM User-Changeable Dispute Case

SRM_MOD02 A8A3B7CF5652154AA89E691417372B03

ZFINDISP ZFINDISP

Stat. Profile

Text Profile

RMS ID Element Type ID (Case)

Element Type ID (Record)

ZFINDISP ZFINDISP UDM_DISPUTE UDM_SPS_CASE Enter the element created in activity Create Element Type forCase Record

Element Type ID (Notes)

Int.No.Range

Process Action Profile

UDM_SPS_CASE_NOTES 01 F_DM Enter the action profile Z_FIN_DM created in activity Define and Configure Actions

4. Choose Save.

© SAP AG of 27


3.23 Automatic Write-Off of Dispute CasesUseWhen dispute cases are written off automatically, the relevant enhancement defines the account assignment of the offsetting posting. SAP provides a default implementation for this, which uses the settings to be made here to determine the G/L account and the cost center.

Procedure


Transaction Code SM34 using Customizing Object VC_TFDM_WRITEOFF

IMG Menu Financial Accounting → Accounts Receivable and Accounts Payable → SAP Financial Supply Chain Management → SAP Dispute Management Process Integration → Automatic Write-off of Dispute Cases → Edit Settings

2. On the Display View “Settings for Writing Off Dispute Cases”: Overview screen, select the row with Company Code BP01.

3. On the Display View “Settings for Writing Off Dispute Cases”: Overview screen, in the tree view Dialog Structure on the left side, double-click General Ledger Accounting.

4. On the Change View “General Ledger Accounting”: Overview screen, choose New Entries, and Enter the following data:

Case Type Reason G/L Account

User-Changeable Dispute Case 0000 747500








5. On the Display View “Settings for Writing Off Dispute Cases”: Overview screen, in the treeview Dialog Structure on the left side, double-click Cost Center.

6. On the Change View “Cost Center”: Overview screen, choose New Entries, and set Cost Center to 1602.

7. Choose Save.

3.24 Define text type from Biller DirectUseIn this IMG activity, you create a text profile. In the text profile, you define which text IDs you want to use for your case notes.

© SAP AG of 27


Procedure


Transaction Code SM34 using Customizing Object SCMGVC_TEXTPROF

IMG Menu Financial Supply Chain Management → Dispute Management → Dispute Case Processing → Text Profile → Create Text Profile

2. On the Change View “Text Schema”: Overview screen, select the row with Text Profile set to ZFINDISP.

3. On the Display View “Settings for Writing Off Dispute Cases”: Overview screen, in the treeview Dialog Structure on the left side, double-click Text IDs.

4. Locate the row with ID set to F001.

5. Enter Sequence value 000.

6. Choose Save.

3.25 Assign Case Types for Dispute Cases from SAP Biller Direct

UseIn this IMG activity, you define which case type the system is to use for dispute cases created in the component SAP Biller Direct. You can select the same case type that you use for dispute cases created from Accounts Receivable or Dispute Case Processing.

Procedure



IMG Menu Financial Accounting → Accounts Receivable and Accounts Payable → SAP Financial Supply Chain Management → SAP Dispute Management Process Integration → Integration with SAP Biller Direct → Assign Case Types for Dispute Cases from SAP Biller Direct

2. On the Change View “Default Values for Company Code”: Overview screen, select the row with Company Code set to BP01.

3. Choose Details.

4. On the Change View “Default Values for Company Code”: Details screen, enter the following data:

Case Type Category Reason Priority

User-Changeable Dispute Case 0

5. Choose Save.

© SAP AG of 27


3.26 Define Reasons for SAP Biller DirectUseIn this IMG activity, you define which dispute case reasons users of SAP Biller Direct should have access to, and the names for the reasons in SAP Biller Direct.

You use this activity particularly when you only want to use some of the reasons that you have defined in the system for Dispute Case Processing internally, without making them visible for your business partners in SAP Biller Direct.

Procedure



IMG Menu Financial Supply Accounting → Accounts Receivable and Accounts Payable → SAP Financial Supply Chain Management → SAP Dispute Management Process Integration → Integration with SAP Biller Direct → Define Reasons for SAP Biller Direct

2. On dialog box Select Case Type, enter User-Changeable Dispute Case, and choose Continue.

3. On the Change View “Dispute Case Reasons for Biller Direct”: Overview screen, choose New Entries.

4. On the New Entries: Overview of Added Entries screen, enter the following data:

Reason Permit Selection Description of Reason

Late Delivery X

Shortage / Freight Claims X

Returns X

Damaged Goods X Product Quality

Pricing issue X

5. Choose Save.

3.27 Clearing Procedures in Accounting ConfigurationUse

The purpose of this activity is to maintain the document types for transfer posting.

Procedure


Transaction Code OBXH

© SAP AG of 27


2. On the Maintain Accounting Configuration: Clearing Procedures - List screen double-click the line with clearing procedure ‘UMBUCHNG’.

3. On the Maintain Accounting Configuration: Clearing Procedures – Data Screen, enter the following data.

Field Value

Document Type (A/R) AB

Document Type (A/P) AB

Document Type (G/L) AB

4. Choose Save (Ctrl+S). 5. Choose Back (F3).

© SAP AG of 27

w21_bb_configguide_dispute management.docx

Documents