Claims pending review

A customer claim is pended when it does not meet predetermined requirements for approval. This process enables the user to display, delete or approve pending claims.

The full Pending system is used for validation against company policy. Certain pending rules are checked when entering a claim, like Outside Returns Policy. Claims that are held as pending can be reviewed by pending code.

The Pending Rejections program provides a facility to automatically reject claims based on pending rules via field Auto Reject. A pending reason for this purpose must be entered in the Pending Department definition and flagged as 1-auto reject. Pending checks printed R/A’s before rejecting them automatically.

Specific item groups can be set up to bypass the pending check. A control file holds the group codes and a flag to indicate whether or not that group is to be excluded from the pending check. It is not necessary to load all groups, only those to be excluded.

The program will display the pending records even if user does not have authority over pending claims i.e. not setup in Pending Department/Users (Pending masterfiles). However the pending records can be accessed only by users authorized to review pended claims only.

Claims that pend can be directed to the appropriate users for approval, based on the division of the Description. If orders have Descriptions from more than one division, the division of the first Description on the order is used.

Departments and users within these departments are defined to the system by Division. The pending review checks these definitions and allows users access to the appropriate claims in the correct divisions.

Approve pending claim

This option approves the pended claims. This approval will automatically remove the claim from the Pending Review Summary panel. A record is kept of the approval user, date and time and can be viewed on inquiries at a later date. The approved claim can then be processed through the warehouse, if for a Return, according to the normal flow of Claims Processing established for the company.

If the claim is pending for more than one reason and each of the reasons requires approval from a different department, the claim will have to go through each of the department approval procedures before it can be released. Only one of the authorized users in each of the departments needs to approve the claim.

Departments can be setup as approval levels rather than according to the departments within the organization. For example the Accounts Receivable Department may require two levels of approval and therefore a CRED1 department and CRED2 department can be setup to approve specific reasons and have different users in each to cater for the authorization levels.

1. In the menu, expand Base Modules > Distribution > Debtors & Claims > Claims and double-click Pending Claim Review. CLE025 Claim Pending Review selection panel appears.
2. Enter the following selection information, as necessary.

3. Enter the above information, as necessary.
4. Click OK to confirm the selection. The selected claims appears.

5. Select the claim to be approved and click option Approve.

View transaction details

1. In the menu, expand Base Modules > Distribution > Debtors & Claims > Claims and double-click Pending Claim Review. CLE025 Claim Pending Review selection panel appears.
2. Enter the selection details and click OK.
3. Select claim for which details are to be viewed and click option Details. Details of the selected claim is displayed.