1. SAP Glossary
  2. Claims Management
  3. template claim


What is template claim in SAP CRM-CLA - Claims Management?


SAP Term: template claim

  • Component: CRM-CLA

  • Component Name: Claims Management

  • Description: A scheduled claim that does not yet appear in actual accounting figures. A template claim cannot go through the settlement process.


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  • Key Concepts: 
    Template claim is a feature in SAP CRM-CLA Claims Management that allows users to create a template for a claim. This template can be used to quickly create new claims with the same information, saving time and effort. The template can be customized to include all the necessary information for the claim, such as customer information, product details, and any other relevant data. 
    
    How to use it: 
    To use the template claim feature, users must first create a template. This can be done by selecting the “Create Template” option in the Claims Management menu. Once the template is created, users can then select it when creating a new claim. The template will automatically populate the necessary fields with the information from the template. 
    
    Tips & Tricks: 
    When creating a template, it is important to include all relevant information that may be needed for future claims. This will save time and effort when creating new claims. Additionally, users should make sure to save their templates after they are created so they can be easily accessed in the future. 
    
    Related Information: 
    For more information on how to use the template claim feature in SAP CRM-CLA Claims Management, please refer to the official SAP documentation.
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