sap crm for insurance industry complaints

[former_member948402]

Hi Experts,

I am looking for complaints related reports (insurance industry)

1) what is the scenario for the insurance complaints process.

where i can create the order under the sales oerder or service order

Thanks in advance

Regards

Ashwin

Message was edited by:

ashwina1

[Former Member · Accepted solution]

<b>Use</b>

In complaints processing, you can create complaints, complaints with reference to billing documents, returns, and in-house repair orders for products, services, or deliveries that customers are dissatisfied with.

Complaints can be product-related or have no reference to products. Complaints with reference to billing documents, returns and in-house repair orders always refer to a product.

<b>You can use complaints and returns in both sales and service.</b>

<b><i>Complaints processing is integrated with service processes and sales transactions.</i></b> This means that you can create complaint documents or returns documents with reference to preceding documents, which allows you to copy the data from the associated preceding document.

<u><b>REFERENCING:</b></u>

Reference during creation of complaint as follow-up document

You can create complaints directly from the items in a sales transaction or service process. This simplifies the creation of complaints since all data (such as partners, products, quantities, and prices) is transferred from the preceding document.

This function is available for the SAP graphical user interface (SAP GUI) for Windows, for the People-Centric UI (PC UI), for the Interaction Center (IC) WinClient, and in mobile service.

&#9679; Reference during creation of a new complaint

When creating a complaint, you can refer to the following documents:

&#9675; Customer Relationship Management (CRM) billing document

&#9675; Product service letter

&#9675; Marketing campaign

&#9675; Documents in integrated systems, for example, billing or delivery documents in SAP ECC, or delivery documents in another inventory management system

Once you have specified in Customizing that document references are allowed for your complaint transaction type, the system prompts you to enter a reference document when creating a complaint. You can then select the individual items from the reference document to be copied to the complaint document.

References to documents other than CRM business transaction documents are supported by a Business Add-In.

This function is available for the SAP GUI for Windows and for the IC WinClient.

&#9679; Reference after creation of complaint

You can create references to documents from existing complaint documents. You can refer to CRM business transaction documents, billing documents, or documents in integrated systems. Referencing is supported at header and item level.

This function is available for the SAP GUI for Windows and for the IC WinClient.

&#9679; Subsequent reference from an activity to a complaint

You can assign a complaint as a preceding document for an activity when the activity already exists in the system.

If helpfull, please reward points.

thanks

davy

[Former Member]

Hi,

Complaints business process will always be relevant for a service order; more specifically a service ticket or case.

Hope it is helpful. Reward if helpfu!

Regards,

Sudipta.

[former_member948402]

Hi,

Thanks for valuable inforamtion . I have some dout regarding this insurance industry. I will explain you clearly while creating the insurance product under which product type i can create serivce or finance .

shall i need to create the org unit under tha sales or service or both sales and service scenario.

after sellign the insurance product it comes under the sales order or service order.

if u have any kind of doucment realted to this plz send it to my mail id ashwincrm@gmail.com

Regards

Ashwin

Message was edited by:

ashwina1