What do mean by Claim Management In SAP PS?

Claims are used to:

- Identify the persons or groups responsible for variances.

- Defend against claims from third parties who your business responsible for a
variance.

Claim Management in SAP Project System enables you to document variances

from the project plan, and to trigger and monitor follow-up actions.

While your project is being executed, you may experience delivery problems, price
variations, etc. that results in variances from the project plan. You must document
these variances and clarify which contractual partners are responsible. Claim
management ensures that a claim arising from variances is prepared and lodged
against contractual partners at right time. Variances often incur increased costs.

In general, the Claims are of 2 types

1. Claims on Vendor

2. Claims on Customer

Example of Claim on Customer:

You could have incurred some additional cost in the Project that you would like to
claim from your Customer as per the contractual norms can be mapped using
Claim Management. 
  
So you create a claim document in the system and maintain various information
related to Claim:

1. Customer Details

2. Related Project ID ( WBS Element)

3. You can attached some documents to the Claim Document

4. What is Planned Cost

5. How much Customer has paid against that.

Also, there are standard approval process to approve the claim document. 
 
Transaction Function

CLM1        Create Claim

CLM2        Change Claim

CLM3        Display Claim

CLM10       Claim Overview

CLM11       Claim Hierarchy

   
Configuration

Claim Management In SAP PS customizing is divided as follows:

Notification Customizing

This is where you stipulate the most important aspects of a claim, such as:

Claim Management screen format

- Claim partner

- Catalogs and report profile for the claim

- Priorities for the claim 

 

Claim-specific Customizing

- Codes for detailed long texts

- Activating workflows for the claim

The basic config steps are:

Project System -> Claim -> Notification -> Notification creation -> Notification
type -> Define Notification type

Project System -> Claim -> Notification -> Notification creation -> Notification
type -> Define Notification Number Range

Project System -> Claim -> Notification -> Notification creation -> Notification
type -> Define Screen Templates