Adding a Claim

Claims User Guide

Order Entry>File>Claims

1.  Click the Insert button  to add a new claim.

2. The Customer Orders browse screen appears.  Type in the search criteria to search for the original order, the burden order, or the newly created order in the billing group. 

A claim MUST be attached to an existing order.

3.  Find that order and double-click or click the select button  .

This order number will now be listed in red on the Customer Order browse screen.

4.  The next step depends on how the option Default Customer "Claim For" Value - System Option is set.  This option allows setting the default for the Claim for Information.  If the default is Ask, then a box will open, allowing the choice of which address to choose for the claim being entered.

If the default is Sold-To, then the Claim For field will be populated with the Sold-To information.

If the default is Ship-To, then the Claim For field will be populated with the Ship-To information.

5.  Manually enter the Claim Against information or select it by clicking F8.

6.  Click the Insert button to add a line.  Begin entering the line information.  Either assign inventory to the claim (Reserved) or generate a purchase order.  

A claim line differs from a typical customer order in that the PRICE on a claim would typically reflect "Cost."

The program will, by default, bring over the SELLING PRICE from either the Inventory or Products record.  Therefore, it is important to remember to click the PRICE button to enter cost amounts.

Reference Line

When adding a line to a Claim, if Reference Line is clicked, then a note is added to the line tying the line to the Original Order.

Use Internal Notes & Attachments to Document EVERYTHING - Calls, instructions, photos of damaged product, emails, texts from sales rep, signed picking tickets, etc.

Do not forget to put Vendor's Claim Number to the PO Field.