Work with Claims allows you to select and work with existing claims in the system. You can maintain an existing outstanding claim, reverse a claim, add or enquire on a claim. Maintenance on a claim item is not allowed if it has already been received.
- In the menu, expand Base Modules > Distribution > Debtors & Claims > Claims > Entry and double-click Work with Claims. CLW010 Work with Claims selection panel appears.
- Enter the selection variables and click OK. The selected claims are displayed.
Available functions on this panel
| Function | Description |
| Add | Accesses CLE005 to add a new claim. |
| Excel download | Allows you to download the selected records to an excel file. |
Available options on this panel
| Option | Description |
| Dsp detail | Accesses DSI120 Transaction Inquiry for the claim. |
| Hold/Activate | The selected claim can be rejected and held. This is a temporary status where the status is ‘05’ (Outstanding Rejected). Rejected claim indicates that the claim is in dispute and may or may not be accepted. Therefore it is still an outstanding request for a credit. If a rejected held claim is accepted then this option can be used to activate it. |
| Reverse | This option is used to decline the request for a credit claim. The reversed status of a claim is V, and cannot be altered or “unreversed” |
| Maintain claim | Allows maintenance on the selected claim. Claims that have already been received can not be maintained. |
| Split return |
Allows you to create a claims split or transfer for any bulk returns. Multiple claims can be created to make up the total returned quantity. This option is only allowed if there a returned quantity and the status is 03 (released for claim) or 06 (pending approval). |
Split a claim
Warehouse bulk returns can be split or transferred to actual customers for claims processing.
- From CLW010 Work with Claims (above) select the bulk return claim (marked with a ‘Y‘ under column R).
- Right click and click option Split return. CLW010B Split return panel appears.
- Enter the Customer and the Biller code for the split claim. CLW010B Split return panel appears with the details of bulk return items.
- Toggle function Transferred/Filtered/All to see the respective items in the bulk return.
- Select the item to split, enter the transfer quantity and click OK.
- Repeat step 5 for the remaining bulk return items if required.
- Click function Complete to confirm the split/transfer.
On completion the system will create a new claim for the selected items and call CLE005 to allow maintenance of the claim. The claim item quantities remaining on the bulk claim will be reduced by the split item quantities.
| Note | System items or Component items are not allowed in this splitting process. |
