B. HOW TO CREATE A CLAIM FROM AN INCOMING SHIPMENT.

Supply User Manual ENG -> 5. Warehouse -> 5.9 LU-SU4202: Claims-> B.HOW TO CREATE A CLAIM FROM AN INCOMING SHIPMENT

B. HOW TO CREATE A CLAIM FROM AN INCOMING SHIPMENT

It may happen that you realize that goods delivered by a supplier dot not conform with the confirmed order before any reception is done. In this case you may raise the claim from the IN.

Go to: Warehouse / Warehouse Management / Incoming Shipments

1. Locate and open the Incoming Shipment corresponding to the supplier delivery.
2. Click on the “Process” button.
3. Receive the conformed goods but not the non-conformed goods. The system will create (and process and close) a new IN with the received conformed products while the initial IN will stay open as a back-order with the non-conformed products. Note that conformed goods may be received in the “Input” location, directly in the requesting location or in cross docking according to the situation.
4. On the initial IN, click again on the “Process” button.
5. On the “Products to Process” screen, click on the “Copy all” button if all remaining product lines and quantities should be included in a claim. Otherwise, use the pencil icons and select products/quantities you want to make a claim for.
6. Tick the checkbox “Register a Claim to Supplier“.

7. If empty, enter the “Supplier“.

8. As “Claim Type“, select from the drop down list one of the following options:

• • “Accept“, if you have decided to accept the goods.
  • “Move to Quarantine“, if you are quarantining the goods.
  • “Scrap“, if you have decided to destroy the goods.
  • “Return“, if you are returning the goods to the supplier.
  • “Return (surplus)” if you are returning goods because the supplier delivered an excessive quantity.
  • “Request missing products/quantities” if some products or some quantities are missing in the supplier delivery (i.e. do not conform with the supplier packing list)

9. Tick the “Replacement expected for Claim” checkbox if you have already agreed with the supplier that the products will be replaced.( note that this will consequently split the related line in the related PO)

10. Use the “Claim Description” tab if you want to enter a description for the claim.

Note that if you want to create different claim types for a same IN (e.g. if you want to return some goods but scrap others) you will have to process the above transaction in several steps (i.e. repeat it).

11. Click on the “Process” button.

With the above selected options (claim type = Accept and replacement of goods requested), the system:

• Processes and closes the IN.
• Creates a supplier claim with an event and process this event.
• Creates an Incoming Shipment (IN-replacement) for the replacement of the goods. This is actually the consequence of the processing of the event.
• Updates the partner master data sheet of the supplier (“Claims” tab) to show that a claim was raised to this supplier.