Claims-Introduction

Claims User Guide

Order Entry>File>Claims or Order Entry>F5 key

Overview

RFMS has provided a comprehensive tracking tool that allows the dealer to maintain control of both the client's replacement process and the credit process from the vendor or installer. The Claims module is built on the concept of taking care of the dealer’s client. Once an issue has been identified, a claim can be established, and the tracking of costs and efforts started.

The Claims module is included in the RFMS Core Business Management System and can be activated by setting up three general ledger accounts. Participants in this class will learn the necessary steps for tracking and processing claims and related material returns using the Claims Module.

The Claims module in RFMS works essentially like the Order Entry module.  The difference is that specific fields, and general ledger postings have been modified to accommodate supplier/mill credits tracking when there is a problem with a job. 

A claim is automatically marked tax-exempt and has negative lines.

The Basic Flow

Keywords for Working with Claims

Claim Against - The person or company issuing the credit

Claim For - The name on the original customer order that experienced the problem.

Settled - The claim has been paid.

Processed - The claim has been job costed.