warranty processing authorization config_guide

Warranty Processing_Authorization _configGuide

Warranty Processing EnhancementConfiguration Guide

Warranty Processing_Authorization_configGuide

Contents Warranty Processing Enhancement: Configuration Guide.............................................................3

1 Purpose........................................................................................................................................ 3

2 Preparation.................................................................................................................................. 3

2.1 Prerequisites......................................................................................................................... 3

2.1.1 Building Blocks................................................................................................................3

3 Configuration................................................................................................................................ 3

3.1 General Settings.................................................................................................................... 3

3.1.1 Defining Warranty Claim Type .......................................................................................3

3.1.2 Defining Decision Codes.................................................................................................8

3.1.3 Defining Processing Status.............................................................................................9

3.2 Defining Control Data..........................................................................................................10

3.2.1 Defining Warranty Action Code.....................................................................................10

3.2.2 Assigning Function Code to Action Code......................................................................12

3.2.3 Defining Action Controls for Authorization....................................................................13

3.2.4 Defining Copying Control for Authorization...................................................................15

3.3 Layout Settings....................................................................................................................16

3.3.1 Defining Pushbutton Profile..........................................................................................16

3.3.2 Defining Pushbutton Profile - Actions............................................................................18

3.4 Warranty Claim Settings......................................................................................................21

3.4.1 Assigning Decision Codes to Claimant/Reimburser......................................................21

3.4.2 Defining Message Class YEAT_VS..............................................................................22

3.4.3 Defining Validations......................................................................................................23

3.4.4 Activation of Vaildations/Substitutions..........................................................................45

3.4.5 Assigning Decision Codes to Messages.......................................................................46

3.5 Dealer Portal Setting...........................................................................................................46

3.5.1 Maintaining Profiles for Document ...............................................................................46

3.5.2 Maintaining Descriptions for Documents ......................................................................47

3.5.3 Creating Descriptions for Status...................................................................................48

3.5.4 Assigning Status .........................................................................................................49

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Warranty Processing Enhancement: Configuration Guide

1 PurposeThis 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 eCATTs and BC Sets, use the SAP Best Practices Installation Assistant.

2 Preparation

2.1 Prerequisites

2.1.1 Building BlocksBefore you start installing this building block, the installation of the following building blocks must have been completed:

Building Block Description

Baseline Project for Automotive In Sales client

A01 (Sales) Automotive Basic Settings

A05 (Sales) Master Data for Automotive

3 Configuration

3.1 General Settings

3.1.1 Defining Warranty Claim Type

UseThe purpose of this activity is to define the claim type used in warranty processing.

Procedure1. Access the activity using one of the following navigation options:

Transaction Code OWTY

IMG Menu Warranty Claim Processing → Define Warranty Claim Types

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2. On the initial screen, choose New Entries.

3. On the Detail view screen, maintain the following data:

Claim Type

Description PricingSchema

Message Schema

Partner Det.Prc

Reimburser Partner Profile

Partner Reimburs.

Claimant Partner Role

YP02 BP Auto Claim for Authorization

WT0002

WTY001

VN AS

Sales Org

Distribution Channel

Division Purch. Organization

Version Currency

Plant

Z001 Z1 Z1 Z001 EUR Z001

Layout W/O Nav. Tree

Layout W Nav. tree

Action Control

Start Process Status

Start Category

Field Name Split Criterion

Item Type Group

SAPO SAP YP02 B001 IC HERST 00

Document Type Customer Posting

Document Type Vendor Posting

AcctDetProced

WP WR KOFI00

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Claim Type

Description PricingSchema

Message Schema

Partner Det.Prc

Reimburser Partner Profile

Partner Reimburs.

Claimant Partner Role

YP04 Authorization Editor

WT0002

WTY001

VN AS

Sales Org

Distribution Channel

Division Purch. Organization

Version Currency

Plant

Z001 Z1 Z1 Z001 EUR Z001

Layout W/O Nav. Tree

Layout W Nav. tree

Action Control

Start Process Status

Start Category

Field Name Split Criterion

Item Type Group

SAPR SAPT YP04 B001 IC HERST 00

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Document Type Customer Posting

Document Type Vendor Posting

AcctDetProced

WP WR KOFI00

ResultClaim type is created.

3.1.2 Defining Decision Codes

UseThe purpose of this activity is to define decision codes.

Procedure 1. Access the activity using one of the following navigation options:

Transaction Code SPRO

IMG Menu Warranty Processing → Warranty Claim → Define Decision Code

2. On the Change View “Decision Code”: Overview Screen, choose New Entries.

3. On the “New Entries: Details of Added Entries” screen, maintain the following data:

Field name Description User action and values

Note

Decision 0001

Decision description Accepted

Decision 0002

Decision description Declined

Decision 0003

Decision description Partly Accepted

Decision 0004

Decision description Rejected

Decision 0005

Decision description In Review

Decision 0006

Decision description Authorized

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ResultThe decision codes are created.

3.1.3 Defining Processing Status

UseThe purpose of this activity is to define actions processing status.



IMG Menu Warranty Claim Processing → Control Data → Process Control → Define Processing Statuses


3. On the New Entries: Overview of Added Entries screen, maintain the following data:

Processing Status Description of Process.Status Comment

B012 Claimant Version Created

B013 Claim Sent from claimant

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4. Choose Enter.

5. Choose Save.

ResultProcessing status is created.

3.2 Defining Control Data

3.2.1 Defining Warranty Action Code

UseThe purpose of this activity is to define the actions used in warranty processing.



IMG Menu Warranty Claim Processing → Control Data → Process Control → Define Actions


3. Maintain the following data:

Action Action Type Description Function Module

Action Sequence

YA67 F Elementary Action Displayed in Action

Rel. IC-Version for sending

Y_WTY04_VER_IC_SE

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Box ND

YA61 F Elementary Action Displayed in Action Box

Copy Versions From Claimant to Versions To Reimburser

WTY04_DATA_SPLIT_IC_OV

YA68 F Elementary Action Displayed in Action Box

To Versions (Claimant) WTY04_VERSION_COMBINE_IV_OC

4. Choose Save.

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ResultThe actions are defined.

3.2.2 Assigning Function Code to Action Code

UseThe purpose of this activity is to assign the function code to the action code.



IMG Menu Warranty Claim Processing → Control Data → Processing Control → Assign Function Code to Action Code

2. On the “Change View: Assign Function Code to Action Code “Overview screen, choose New Entries and enter the following data:

Field name User action and values Note

Function Entry in Command fld. YA67

Action YA67


Action YA61


Action YA68

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3. Choose Save.

3.2.3 Defining Action Controls for Authorization

UseThe purpose of this activity is to define actions controls.



IMG Menu Warranty Processing → Control Data → Process Control → Define Action Controls


3. On the New Entries: Details of Added Entries Screen, make the following records:

Field name Description User action and values Note

Action Control YP02 This value is for A77

Action Control BP Auto Claim for Authorization

4. Choose Enter

5. Double-click Action Matrix, and on the Change View “Action Matrix”: Overview Screen, maintain the following data:

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Action Control Start Processing Action Target Processing

YP02 A* B002

YP02 T* B002

YP02 B001 A* B002

YP02 B001 A008 B002

YP02 B002 A006 B003

YP02 B001 T* B002

YP02 B002 T* B002

YP02 B002 T060 B060

YP02 B003 A* B040

YP02 B003 T* B040

YP02 B003 T060 B060

YP02 B003 YA67 B040

YP02 B040 A* B040

YP02 B040 T* B040

YP02 B040 T060 B060

YP02 B040 YA67 B040

YP02 B060 T065 B040

6. Choose Save.

7. Repeat steps 2 to 6 for YP04 with the following data:

Field name Description User action and values Comment

Action Control YP04 This value is for A77

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Action Control BP Auto Authorization Editor

Action Matrix:

Action Control Start Processing Action Target Processing

YP04 T* B005

YP04 B001 A300 B006

YP04 B001 T* B005

YP04 B005 A300 B006

YP04 B005 T* B005

YP04 B006 A301 B005

YP04 B006 T060 B062

YP04 B062 T065 B005

ResultThe action controls are defined.

3.2.4 Defining Copying Control for Authorization

Use

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The purpose of this activity is to assign copy procedures to claim type.



IMG Menu Warranty Claim Processing → Control Data → Copying Control → Define Copy Procedures



Claim

Type

Source

Category

Target

Category

Copy Profile

CopyMATPrice

CopyFRPrice

CopySUBLPrice

Comment

YP02 IC OC C1 X This value is for A77

ResultCopy Procedures to Claim Type is assigned.

3.3 Layout Settings

3.3.1 Defining Pushbutton Profile

UseThe purpose of this activity is to create the pushbuttons on the warranty claim screen.



IMG Menu Warranty Claim Processing → Layout → Define Pushbutton Profiles



Pushbutton Profile Profile Description Action Control Comment

YP02 Authorization YP02 This value is for

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A77

Profile Action Control Category

YP02 YP02 IC Incoming Customer (IC)

YP02 YP02 OC Outgoing Customer (OC)

4. Repeat step 2-8 to make the following entries:

Pushbutton Profile Profile Description Action Control Comment

YP04 Authorization Editor YP04 This value is for A77

Profile Action Control Category

YP04 YP04 IC Incoming Customer (IC)

YP04 YP04 OC Outgoing Customer (OC)

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ResultThe Pushbutton profile is created.

3.3.2 Defining Pushbutton Profile - Actions

UseThe purpose of this activity is to create the pushbuttons on the warranty claim screen.



IMG Menu Warranty Claim Processing → Layout → Define Pushbutton Profiles

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2. On the initial screen, select the Pushbutton Profile YP02 you have created in the previous step.

3. Double-click Actions. On the Change View “Actions”: Overview Screen, choose New Entries, and maintain the following data:

Function Action Code Text Pushbutton

W_BUTTON1 A008 IC Version Copy

W_BUTTON2 A006 VSR Check

W_BUTTON3 YA67 IC Release.

W_BUTTON4 A011 IC --> OC

W_BUTTON5 A860 OC Release.

W_BUTTON6 A041 Post to FI

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4. Choose Enter.

5. Choose Save.

6. Choose Back.

7. On the initial screen, select the Pushbutton Profile YP04 you have created in the previous step.

8. Double-click Actions. On the Change View “Actions”: Overview Screen, choose New Entries, and maintain the following data:

Function Action Code Text Pushbutton

W_BUTTON1 A300 Release

W_BUTTON2 A301 Reset Auth.

W_BUTTON3 T060 Close

W_BUTTON4 T065 Re-Open

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9. Choose Enter.

10. Choose Save.

11. Choose Back.

ResultThe Pushbutton profile’s actions are created.

3.4 Warranty Claim Settings

3.4.1 Assigning Decision Codes to Claimant/Reimburser

UseThe purpose of this activity is to map data from the decision code, which transfers the reimburser, to the decision code, which you communicate to the claimant.



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IMG Menu Warranty Claim Processing → Warranty Claim → Assign Decision Codes to Claimant/Reimburser



DecisionReimburs Decision Claimant Note

0001 0001

0004 0004

ResultThe decision codes are assigned.

3.4.2 Defining Message Class YEAT_VS

UseDefine your own message class and your message.


SAP Menu Tools → ABAP Workbench → Programming Environment → Messages

Transaction Code SE91

2. In Message Maintenance: Initial Screen, in the Message Class field, input the new message class YEAT_VS, then choose Create.

3. In Message Maintenance: Change Message Class Screen, Choose Attribute tab.

4. Enter "Automotive Warranty VSR Check" in the short text field.

5. In Message Maintenance: Change Message Class Screen, Choose Save.

6. In the dialog box Create Object Directory Entry, input $TMP in the Package field, and choose Save.

7. In Message Maintenance: Change Message Class Screen, Choose Messages tab. Put the cursor in the Message short text field in line 001.

8. Open the TXT file, Messages_YEAT_VS_UNICODE.txt, copy all the content of the txt file, and paste the content in the screen.

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9. Choose Save.

3.4.3 Defining Validations

UseThe purpose of this activity is to define validation.

Procedure

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1. Access the activity using one of the following navigation options:


IMG Menu Plant Maintenance and Customer Service → Warranty Claim Processing → Control Data → VSR Check → Specify Validations

2. In Change Validation: Overview screen, expand the first RE - General Contract under Warranty folder.

3. Choose the first RE - General Contract, Choose Create Validation.

4. On the Create Validation: New Validation (Header Data) screen, maintain the following data:

Validation Name Description Message ID Comment

AMOUNT Amount Check YEAT_VS

5. Choose Enter.

6. Choose Save.

7. Choose Validation AMOUNT, choose Insert Step.

8. Choose Prerequisite under Step 001 folder.

9. Select the Table Fields tab, select Display technical name listed beside the tab block to make sure you can see the tables with both the technical table name and the table short description.

10. Double click WTY_RULE_AUTO_H (Interface for Rule Engine for Warranty Authorization Header), then choose the field WTY_RULE_AUTO_H-VALIC (Amount Claimed) by double

clicking the line. Choose “>”, then choose Prev. Level to return to the table view. Double click the table: WTY_RULE_H (Interface for Rule Engine for Warranty Claim Header), then choose the field WTY_RULE_H-VALIC (Amount Claimed) by double clicking the line.

11. Check the formula displayed in the window it should be: WTY_RULE_AUTO_H-VALIC > WTY_RULE_H-VALIC.

You can select from the menu: Setting → Short descriptions / Technical names to switch the format displayed in the window.

12. Choose Back.

13. Choose Check under Step 001 folder.

14. Repeat Step 10-12.

15. Choose Save.

16. Choose Message under Step 001 folder.

17. Enter Message Type W and Message Number 010.

18. Choose Save.

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AUTHOR Authorization Check YEAT_VS

21. Choose Enter.

22. Choose Save.

23. Choose Validation AUTHOR, choose Insert Step.

24. Choose Prerequisite.

25. Select the Table Fields tab,.

26. Double click WTY_RULE_H (Interface for Rule Engine for Warranty Authorization Header), then choose the field WTY_RULE_H-AUTNO (Authorization) by double clicking the line. Choose “<>”, then choose Constant.

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27. On the Enter constants: screen, leave the field Authorization blank and choose Enter. Choose

“OR”, then choose Prev. Level to return to the table view. Double click WTY_RULE_H (Interface for Rule Engine for Warranty Claim Header), then choose the field WTY_RULE_H-AUTNA (Authorizer) by double clicking the line. Choose “<>”, then choose Constant.

28. On the Enter constants: screen, leave the field Authorizer blank and choose Enter. Check the formula displayed in the window. It should be: WTY_RULE_H-AUTNO <> ' ' OR WTY_RULE_H-AUTNA <> ' '


29. Choose Back.

30. Choose Check.


32. Choose Save.

33. Choose Message.

34. Enter Message Type E and Message Number 005.

35. Choose Save.

36. Choose Validation AUTHOR, choose Insert Step.


38. Select the Table Fields tab.

39. Double click WTY_RULE_AUTO_H (Interface for Rule Engine for Warranty Authorization Header), then choose the field WTY_RULE_AUTO_H-ASTATE (Processing Status) by double clicking the line. Choose “=”, then choose Constant, and then input B006, choose continue. Check the formula displayed in the window it should be: WTY_RULE_AUTO_H-ASTATE = 'B006'.


40. Choose Back.

41. Choose Check.


43. Choose Save.

44. Choose Message.

45. Enter Message Type W and Message Number 009.

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46. Choose Save.




CLMTYP Claim Type YEAT_VS

49. Choose Enter.

50. Choose Save.

51. Choose Validation CLMTYP, choose Insert Step.

52. Choose Check.


54. Double click WTY_RULE_H (Interface for Rule Engine for Warranty Claim Header), then choose the field WTY_RULE_H-CLMTY (Claim Type) by double clicking the line. Choose “=”, then choose Constant, on the Enter constants: screen, input YP02 in field WtyClmType and choose Enter. Check the formula displayed in the window. It should be: WTY_RULE_H-CLMTY = 'YP02'


55. Choose Back.

56. Choose Save.

57. Choose Message.


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59. Choose Save.




DATE Check Header Date YEAT_VS

62. Choose Enter.

63. Choose Save.

64. Choose Validation DATE, choose Insert Step.

65. Choose Check.


67. Double click WTY_RULE_H (Interface for Rule Engine for Warranty Claim Header), then choose the field WTY_RULE_H-REFDT (Reference Date) by double clicking the line. Choose “<>”, then choose Constant, and then on the Enter constants:

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screen choose Enter. Check the formula displayed in the window it should be: WTY_RULE_H-REFDT <> ' '


68. Choose Back.

69. Choose Save.

70. Choose Message.


72. Choose Save.




76. Double click WTY_RULE_H (Interface for Rule Engine for Warranty Claim Header), then choose the field WTY_RULE_H-REFDT (Reference Date) by double clicking

the line. Choose “<=”, then choose Prev. Level to return to the table view. Double click WTY_RULE_H (Interface for Rule Engine for Warranty Claim Header), then choose the field WTY_RULE_H-RELDT (Date) by double clicking the line. Check the formula displayed in the window it should be: WTY_RULE_H-REFDT <= WTY_RULE_H-RELDT


77. Choose Back.

78. Choose Check.


80. Choose Save.

81. Choose Message.


83. Choose Save.


85. Choose Check.


87. Double click WTY_RULE_H (Interface for Rule Engine for Warranty Claim Header), then choose the field WTY_RULE_H-REFDT (Reference Date) by double clicking the line. Choose

“>”, then choose Prev. Level to return to the table view. Double click WTY_RULE_AUTO_H (Interface for Rule Engine for Warranty Claim Header), then choose the field WTY_RULE_AUTO_H-REFDT (Reference Date) by double clicking the line. Check

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the formula displayed in the window. It should be: WTY_RULE_H-REFDT > WTY_RULE_AUTO_H-REFDT


88. Choose Back.

89. Choose Save.

90. Choose Message.

91. Enter Message Type I and Message Number 003.

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92. Choose Save.




PARTNER Partner Check YEAT_VS

95. Choose Enter.

96. Choose Save.

97. Choose Validation PARTNER, choose Insert Step.



100. Double click WTY_RULE_H (Interface for Rule Engine for Warranty Claim Header), then choose the field WTY_RULE_H-PARNR (Partner) by double clicking the line. Choose “=”,

then choose Prev. Level to return to the table view. Double click WTY_RULE_AUTO_H (Interface for Rule Engine for Warranty Claim Header), then choose the field WTY_RULE_AUTO_H-PARNR (Partner) by double clicking the line. Check the formula displayed in the window. It should be: WTY_RULE_H-PARNR = WTY_RULE_AUTO_H-PARNR


101. Choose Back.

102. Choose Check.


104. Choose Save.

105. Choose Message.


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107. Choose Save.

108. Choose the secondary RE - General Contract, Choose Create Validation.



ACCEPT Accept Claim YEAT_VS

110. Choose Enter.

111. Choose Save.

112. Choose Validation ACCEPT, choose Insert Step.

113. Choose Check.


115. Double click WTY_RULE_H (Interface for Rule Engine for Warranty Claim), then choose the field WTY_RULE_H-ASTATE (Processing Status) by double clicking the line. Choose “=”,

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then choose Constant, and then input B003, choose continue. Check the formula displayed in the window it should be: WTY_RULE_H-ASTATE = 'B003'.


116. Choose Back.

117. Choose Message.

118. Enter Message Type I and Message Number 006.

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119. Choose Save.

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3.4.4 Activation of Vaildations/Substitutions

UseThe purpose of this activity is to activate Vaildations/Substitutions.


SAP Menu Logistics → Customer Service → Warranty Claim Processing → Master Data → Activation Validations and Substitutions

Transaction Code WTY_VSR_ACTIVE


3. On the New Entries: Overview of Added Entries screen, make the following entries:

CoCode

Area Timepoint

Valid Subst.

Valid From

Valid To

Sequence

Active Descriptn

US01 WY 1 AMOUNT

Today Next year

1 Active

Amount Check

US01 WY 1 AUTHOR

Today Next year

1 Active

Authorization Check

US01 WY 1 CLMTYP

Today Next year

1 Active

Claim Type

US01 WY 1 DATE Today Next year

1 Active

Check Header Date

US01 WY 1 PARTNER

Today Next year

1 Active

Partner Check

US01 WY 1 ACCEPT

Today Next year

1 Active

Accept Claim

4. Choose Save.

ResultValidations/Substitutions are activated.

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3.4.5 Assigning Decision Codes to Messages

UseThe purpose of this activity is to assign a decision code to specific messages that are the result of validations.



IMG Menu Plant Maintenance and Customer Service → Warranty Claim Processing → Control Data → VSR Check → Assign Decision Codes to Messages

2. On the Change View “Assignment Message, Decision Code, Manual Processing”: Overview screen, choose New Entries.


Message Message Type Decision

010 I (Information) 0001

4. Choose Save.

3.5 Dealer Portal Setting

3.5.1 Maintaining Profiles for Document

UseThe purpose of this activity is to assign document types to the application IDs.

Procedure 2. Access the activity using one of the following navigation options.


IMG Menu Discrete Industries → Business Package for Automotive dealers → General Setting → Maintain Profiles for Document

3. Ignore the following information “Individual entries cannot be put request” By Enter.

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4. On the Change View “Document Profile”: Overview screen, choose New Entries.


Doc Pro (Document Profile)

Doc. Type (Document Type) Doc Ret Ty

(Document Return Type )

3 YP01

3 YP02

6. Choose Save.

Result The document types to the application IDs have been assigned.

3.5.2 Maintaining Descriptions for Documents

UseThe purpose of this activity is to assign descriptions to the document types.



IMG Menu Discrete Industries → Business Package for Automotive dealers → General Setting → Maintain Descriptions for Document

2. On the Change View “Value Table for Application ID”: Overview screen, choose New Entries.

3. On the New Entries: Overview of Added Entries screen, make the follow entries:


Doc. Type YP01 For Warranty

Lang. EN

Doc Desc. Description BP AUTO RECALL



Lang. DE

Doc Desc. Description BP Rueckruf



Lang. EN

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Doc Desc. Description AUTHORIZATION



Lang. DE

Doc Desc. Description Autorisierung

4. Choose save.

Result The descriptions have been assigned to the document types.

3.5.3 Creating Descriptions for Status

UseThe purpose of this activity is to maintain a description for the status which you defined in the IMG activity Assign Status.



IMG Menu Discrete Industries → Business Package for Automotive dealers → Warranty Processing → Create Descriptions for Status

2. On the Change View “Master Dealer Actions”: Overview screen, choose New Entries.


Web Status Lang. WTY Desc

05 EN WARRANTY CLAIM IS NEW

10 EN IN PROCESS

20 EN REJECTED

30 EN CLAIM SENT TO REIMBURSER

99 EN COMPLETE

4. Choose save.

Result The description has been maintained.

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3.5.4 Assigning Status

UseThe purpose of this activity is to assign statuses for warranty processing in the Web to (processing) statuses that exist in the DI system.



IMG Menu Discrete Industries → Business Package for Automotive dealers → Warranty Processing → Assign Status

2. On the Change View “Mapping Front end to back end status”: Overview screen, choose New Entries.


Web status

(Status of claim on the web interface)

Bck status

(Backend claim status)

Decision

05 B001

10 B002

10 B003

10 B004

10 B010

10 B020

10 B025

10 B028

10 B030

10 B031

10 B040

10 B045

10 B055

10 B095

10 B095 0001

20 B050 0002

30 B010

99 B050 0001

99 B050 0001

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4. Choose save.

Result The warranty status has been maintained.

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warranty processing authorization config_guide

Technology

warranty claim settings

warranty claim types

warranty action code

processing status

layout settings

following building blocks

general settings

assigning decision codes