Claim Source Logic | Pricefx Knowledge Base

If the Claim data should be built from Quote data, you need to provide a logic which will read the Quote data and create the data for the Claim.

To understand where the source logic fits in the process, review Create Claim from Quote/Contract (Use Case).

Logic API

Nature: claim
- Logic type: default (generic)
Input Fields: not relevant
Context:
- api.currentItem() – Data of the Claim (header).
  - Specifically, you can read the Quote ID there: api.currentItem("sourceQuoteUniqueName").
- api.getClaimContext() – API for creating the Claim and Claim line items data.
  - Specifically, there is the function api.getClaimContext().setNewClaimData(headerValues, columnNames, data).
Element Results: not used

Code Sample

Groovy

def headerValues = [
  targetDate: new Date().format("yyyy-MM-dd"),
  customerId: "C-0001",
  customerName: "Test Customer"
]
def columnNames = [ // this could be eventually read from ClaimType by doing api.find("CLT",...¨)
  "ProductID", "EndCustomerID","ClaimQuantity",
  "TotalClaimAmount","QuoteID","QuoteValidFrom",
  "QuoteValidTo","QuoteDiscountPerItemPercent",
  "InvoicePricePerItem","NetPricePerItem","DiscountPerItemAmount"
]

//for demonstration of the data structure only. Normally the data are read from the Quote.
def data = [
  [
    ProductID: "CLAIMS-001",
	EndCustomerID: "CD-00001",
    ClaimQuantity: 2,
    TotalClaimAmount: 444,
    QuoteID: api.currentItem("sourceQuoteUniqueName"),
    QuoteDiscountPerItemPercent: 0.1,
    InvoicePricePerItem: 100,
    NetPricePerItem: 40,
    DiscountPerItemAmount: 10
  ],
  [
    ProductID: "CLAIMS-002",
	EndCustomerID: "CD-00001",
    ClaimQuantity: 3,
    TotalClaimAmount: 445,
    QuoteID: api.currentItem("sourceQuoteUniqueName"),
    QuoteDiscountPerItemPercent: 0.1,
    InvoicePricePerItem: 100,
    NetPricePerItem: 40,
    DiscountPerItemAmount: 10
  ]
]

api.getClaimContext().setNewClaimData(headerValues, columnNames, data)