warranty processing recall config_guide

Warranty Processing_Recall_ConfigGuide

Warranty Processing EnhancementConfiguration Guide


Contents

Warranty Processing Enhancement: Configuration Guide..............................................................2

1 Purpose................................................................................................................................... 2

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...........................................................................................7

3.1.3 Defining Processing Status.......................................................................................8

3.2 Defining Control Data....................................................................................................9

3.2.1 Defining Warranty Action Code.................................................................................9

3.2.2 Assigning Function Code to Action Code................................................................11

3.2.3 Defining Action Controls for Recall..........................................................................12

3.2.4 Defining Copying Control for Recall........................................................................14

3.2.5 Defining Pushbutton Profile.....................................................................................15

3.2.6 Defining Pushbutton Profile - Actions......................................................................16

3.3 Warranty Claim Settings..............................................................................................18

3.3.1 Assigning Decision Codes to Claimant/Reimburser................................................18

3.3.2 Assigning Decision Codes to Messages..................................................................19

3.4 Dealer Portal Setting...................................................................................................19

3.4.1 Maintaining Profiles for Document...........................................................................19

3.4.2 Maintaining Descriptions for Documents.................................................................20

3.4.3 Creating Descriptions for Status..............................................................................21

3.4.4 Assigning Status......................................................................................................22

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.

Customer Services Competency of 23


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

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

YP01 BP Auto Claim for Recall

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 YP01 B001 IC HERST 00

Document Type Customer Posting

Document Type Vendor Posting

AcctDetProced

WP WR KOFI00



Claim Type

Descrip-tion

Partner

Det. Prc

PricingSchema

Message Schema

Reimburser Partner Profile

Partner Reim-burs.

Claimant Partner Role

YP05 Recall 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 YP05 B007 IC HERST 00

Document Type Customer Posting

Document Type Vendor Posting

AcctDetProced Recall

Select



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

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



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 Box

Rel. IC-Version for sending

Y_WTY04_VER_IC_SEND


Copy Versions From Claimant to Versions To Reimburser

WTY04_DATA_SPLIT_IC_OV


To Versions (Claimant) WTY04_VERSION_COMBINE_IV_OC

4. Choose Save.



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

3. Choose Save.

3.2.3 Defining Action Controls for Recall

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 YP01 This value is for A76

Action Control BP Auto Claim for Recall

4. Choose Enter.



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

Action Control Start Processing Action Target Processing

YP01 A* B002

YP01 T* B002

YP01 B001 A* B002

YP01 B001 A095 B095

YP01 B001 T* B002

YP01 B002 A* B002

YP01 B002 A095 B095

YP01 B002 A096 B095

YP01 B002 T* B002

YP01 B002 T060 B060

YP01 B040 A* B040

YP01 B040 T* B040

YP01 B040 T060 B060

YP01 B060 T065 B040

YP01 B095 A* B040

YP01 B095 A008 B040

YP01 B095 T* B040

6. Choose Save.



7. Repeat steps 2 to 6 for YP05 with the following data:

Field name Description User action and values Comment

Action Control YP05 This value is for A76

Action Control BP Auto Recall Editor

Action Matrix:

Action Control Start Processing Action Target Processing

YP05 T* B007

YP05 T060 B063

YP05 B007 A400 B008

YP05 B007 T* B007

YP05 B007 T060 B063

YP05 B008 T* B008

YP05 B008 T060 B063

YP05 B063 T065 B007



ResultThe action controls are defined.

3.2.4 Defining Copying Control for Recall

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

Procedure

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


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



Claim

Type

Source

Category

Target

Category

Copy Profile

CopyMATPrice

CopyFRPrice

CopySUBLPrice

Comment

YP01 IC OC C1 X This value is for A76

ResultCopy Procedures to Claim Type is assigned.



3.2.5 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

YP01 BP Recall YP01 This value is for A76

4. Choose Enter.

5. Double-click Action Controls. On the Change View “Actions Control”: Overview Screen, choose New Entries, and make the following data:

Profile Action Control Category

YP01 YP01 IC Incoming Customer (IC)

YP01 YP01 OC Outgoing Customer (OC)



6. Choose Enter.

7. Choose Save.

8. Choose Back.

3.2.6 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



2. On the initial screen, select the Pushbutton Profile YP01 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 A095 Check Recall

W_BUTTON2 A096 Use Recall

W_BUTTON3 A008 Copy IC Version

W_BUTTON4 A011 To Claimant

W_BUTTON5 A860 Release

W_BUTTON6 A041 Post to FI

4. Choose Enter.

5. Choose Save.

6. Choose Back.




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

9. Choose Enter.

10. Choose Save.

11. Choose Back.




W_BUTTON1 A300 Release

W_BUTTON2 A301 Reset Auth.

W_BUTTON3 T060 Close

W_BUTTON4 T065 Re-Open



14. Choose Enter.

15. Choose Save.

16. Choose Back.

ResultThe Pushbutton profile’s actions are created.

3.3 Warranty Claim Settings

3.3.1 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.



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.

3.3.2 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.

Procedure



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 Assign Decision Codes to Messages

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

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

Message Message Type Decision

010 I (Information) 0001

4. Choose Save.

3.4 Dealer Portal Setting

3.4.1 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.

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.

3.4.2 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

Doc Desc. Description AUTHORIZATION



Lang. DE

Doc Desc. Description Autorisierung



4. Choose save.

Result The descriptions have been assigned to the document types.

3.4.3 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.

3.4.4 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

4. Choose save.

Result The warranty status has been maintained.
