Reference maintenance

This quick maintenance option is used to change the Customer reference and Customer claim number for a given R/A number or Document type and number. This updates the Distribution transaction header and detail files and the Debtor transaction file.

  1. In the menu, expand Base Modules Distribution > Debtors & Claims > Claims > Entry and double-click Customer Claim Reference Maint. CLE006 Customer Claim Reference Maintenance panel appears.
  2. Enter R/A number for the claim for which customer reference is to be updated. Alternatively, document number for the same can also be entered.
  3. Click OK to confirm the selection.
  4. Enter Customer reference and Customer claim number as necessary.
  5. Click OK to confirm.