New entries can be added by selecting the credit reference number and using the Add Entry function, whereas access to existing information is gained by entering the credit reference number. The claim tracking-selection panel displays information such as: claim status, customer and billing numbers, names and address, claim number, claim amount and reason, as well as claim entry dates, location details, follow up y/n and follow up dates for all entries.
For complete information about the customer, the claims control function offers access to the customer balance inquiry, customer transaction inquiry and outstanding claim inquiry via the “Debtor Details”, “Debtor Trans” and “Claim Inquiry” functions respectively.
Add a claim tracking entry
- In the menu, expand Base Modules > Distribution > Debtors & Claims > Claims > Tracking and double-click Claim Tracking Entry. CTE005 Claim Tracking selection panel appears.
- Enter the claim reference number for which automatic tracking facility is to be initiated.
- Click Add. CTE005 Claim Tracking panel appears to add a new tracking entry.
| Field | Description |
| Location | This is the department responsible for generating the contact note or the department or person handling the approval of a claim. |
| Type | The type of contact note that is being recorded. |
| Follow up | In Claim Tracking a follow up date can be entered to assist with managing queries or following up on promises made. The date can be altered by entering the new date or using the Calendar function to select a date. |
| Summary | This is a summary of the topic discussed with the customer or the subject of the note. |
| Text | Unlimited text noting details of a conversation or internal notes regarding the customer or claim can be entered. |
| Function | Description |
| Calendar | Access calendar display. This panel requires the user to place the cursor on the appropriate date and press “Enter”. The previous and next month’s calendars display when using the “Prev Month” and “Next Month” function keys respectively. |
| Debtor dtl | Access customer balance inquiry in display mode to show transaction balance details for the selected customer. |
| Debtor trans | Access debtor transaction inquiry in display mode to show transactions for a customer for a particular billing account. |
- Enter the above information, as necessary.
- Click OK and the claim tracking entry addition is completed.
Track claim by customer or location
| If you want to… | Then… |
| Track claim by customer, |
The work schedule by customer panel shows summary information of all entries due for review, such as the location, customer number and name, the follow up date and number of entries, with the option to add, amend and delete entries. |
| Track claim by location, |
The work schedule by location panel shows summary information of all entries due for review, such as the location, customer number and name, the follow up date and number of entries, with the option to add, amend and delete entries. |
