Claim Management – Claim Positions (U028)

Learn about claim management and claim positions.

WIN:

A new table (U028 – child of KM) has been created. This table has a generic link. In our case, this link is used to link AP or UP records.

The ticket table (KM) has been extended.

The following elements are used to create records, calculate prices and check the data quality:

Element	Name	Usage
Workflow	U028_UPD_SetFields_FromLinkedRecord	Used to copy quantity, currency and price from the linked position record
Trigger	U028_UPD_CalculatePriceFields	Used to calculate the price fields oin the U028 record
Trigger	U028_UPD_PLAUSI_CheckQuantityFields	Plausi trigger to check the quantity which is entered by the user
Trigger	KM_UPD_CalculateSumFromClaimPositions	Used to sum up the price fields to the ticket record.
Trigger	U028_DEL_DeleteClaimPositions	Used to delete all u028 records linked to the ticket

The template configuration table catalog has been extended. New value: “Claim Position Creation Logic”.

This record defines the creation logic of the claim positions:

The process tree has been extended:

WEB:

A new process has been created to add new claim position records. The process is started by clicking the “TE_U028_TakeOverPositions” button.

Used designer elements:

Element	Name	Usage
Button	TE_U028_ChangeSelection	Calls “TE_U028_TakeOverPositions” process
Button	TE_U028_DeletePositions	Deletes all U028 records linked to the ticket using a trigger
Button	TE_U028_TakeOverPositions	Calls the “TE_U028_ChangeSelection” form to allow the user to select relevant claim positions
Process	TE_U028_TakeOverPositions	Process to create claim positions
Process Step	TE_U028_TakeOverPositions_CheckClaimPositions	See step description (designer)
Process Step	TE_U028_TakeOverPositions_CheckConfigRecord	See step description (designer)
Process Step	TE_U028_TakeOverPositions_GetOfferFromU028	See step description (designer)
Process Step	TE_U028_TakeOverPositions_GetOrderFromU028	See step description (designer)
Process Step	TE_U028_TakeOverPositions_SearchOffer	See step description (designer)
Process Step	TE_U028_TakeOverPositions_SearchOrder	See step description (designer)
Process Step	TE_U028_TakeOverPositions_CallWorkflow	See step description (designer)
Process Step	TE_U028_ShowForm->Exit	See step description (designer)

Form	TE_U028_ChangeSelection	Form which displays all claim position records. The user is allowed to check the relevant claim positions.
Form	TE_U028_ShowMessage->Exit	Form which shows a message and closes the popup message if the button is clicked
Filter	PR.RelevantForClaimPositions	Filter is used in “TE_U028_TakeOverPositions_SearchOffer” step to show offers which are relevant for this claim
Filter	U028.RelevantForClaim	Used in sub-list to show relevant claim positions

Process Graph: