Insurance payments or van line reimbursements that are applied to company expenses as part of a claim can be tracked as Receivable items.  These items are directly associated to a specific Claim Item and can be considered a cost-settlement of the claim.

 

Create a Receivables Item

1.   Access the Claims interface within the Mover’s Suite application,

2.   Open the Claims tab,

3.   Use the Find feature to locate specified records, or click on Add to define a claim record,

4.   Select the claim record from those available within the main grid,

5.   Activate the Claims Items tab,

Note: There must be at least one Claim Item defined in order to access the Add button within the Receivables tab.

6.   Select the Receivables sub tab,

7.   Press the Add button and the Receivables dialog should appear,

Figure 36: Receivables dialog

 

8.   Enter appropriate Customer from the drop-down list, an Amount, and other information, as needed,

9.   Click on the Save button to add the record and to close the dialog.

 

Any number of Receivables can be entered for any claim and to assist in managing these, and other claim detail items, the Summary tab contains summarized information on each.